Nonprofit · EIN 42-0926783
SOUTHERN IOWA MENTAL HEALTH CENTER
Tax-exempt · OTTUMWA, IA 52501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,941,434 | $6,188,270 | -$246,836 | $6,640,444 | $1,190,534 | $5,449,910 |
| June 30, 2024 | 990 | $5,608,859 | $5,477,786 | $131,073 | $6,787,543 | $1,090,797 | $5,696,746 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $76,341
- Program service revenue
- $5,807,887
- Investment income
- $57,206
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $3,452,927
- Salaries, compensation and benefits (total)
- $4,260,167
- Professional fundraising fees
- $0
- Accounting fees
- $22,901
- Occupancy
- $75,759
- Travel
- $50,063
- Depreciation
- $164,392
- Program services (functional)
- $4,792,722
- Management and general (functional)
- $1,395,548
Balance sheet and other
- Total assets, start of year
- $6,787,543
- Total assets, end of year
- $6,640,444
- Total liabilities, end of year
- $1,190,534
- Net assets, end of year
- $5,449,910
- Land, buildings and equipment
- $2,830,554
- Net assets without donor restrictions
- $5,449,910
- Gross receipts
- $5,941,434
- Employees
- 78
- Year formed
- 1994
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON BRIDE | BOARD MEMBER Trustee or director | – | $0 |
| ERIN DURFLINGER | BOARD MEMBER Trustee or director | – | $0 |
| TAREN FERGUSON | BOARD MEMBER Trustee or director | – | $0 |
| KAREN LAUER | VICE PRESIDE Trustee or director, Officer | – | $0 |
| JESSIE MATTINGLY | BOARD MEMBER Trustee or director | – | $0 |
| BRIAN MORGAN | PRESIDENT Trustee or director, Officer | – | $0 |
| AARON O'BRIEN | BOARD MEMBER Trustee or director | – | $0 |
| CHRISTINA SMITH | BOARD MEMBER Trustee or director | – | $0 |
| SHELLEY WOOD | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON BRIDE | BOARD MEMBER Trustee or director | – | $0 |
| ERIN DURFLINGER | BOARD MEMBER Trustee or director | – | $0 |
| TAREN FERGUSON | BOARD MEMBER Trustee or director | – | $0 |
| KAREN LAUER | VICE PRESIDE Trustee or director, Officer | – | $0 |
| JESSIE MATTINGLY | BOARD MEMBER Trustee or director | – | $0 |
| BRIAN MORGAN | PRESIDENT Trustee or director, Officer | – | $0 |
| AARON O'BRIEN | BOARD MEMBER Trustee or director | – | $0 |
| CHRISTINA SMITH | BOARD MEMBER Trustee or director | – | $0 |
| DUSTY STEWART | BOARD MEMBER Trustee or director | – | $0 |
| SHELLEY WOOD | BOARD MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 1527 ALBIA RD, OTTUMWA, IA 52501-3907
- Principal officer (990 for 2024)
- BRIAN MORGAN
- Signed the 990
- BRIAN MORGAN, PRESIDENT
- Phone
- (641) 682-8772
- Website
- WWW.SIMHC.ORG
- Return prepared by
- ANDERSON LARKIN & CO PC
Mission
MENTAL HEALTH CARE TO THOSE IN NEED
Program accomplishments
- SOUTHERN IOWA MENTAL HEALTH CENTER PROVIDES TOTAL MENTAL HEALTH CARE TO ANYONE NEEDING SUCH SERVICES IN WAPELLO, DAVIS, MAHASKA, AND VAN BUREN COUNTIESExpenses $4,792,722
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0926783
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F32Z)
- Assets (IRS master file)
- $6,640,444
- Income (IRS master file)
- $5,941,434
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,941,434 | $6,188,270 | $6,640,444 | XML |
| 990 | June 2024 | $5,608,859 | $5,477,786 | $6,787,543 | XML |
| 990 | June 2023 | $5,362,443 | $5,230,313 | $6,893,705 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-0926783).
Questions about SOUTHERN IOWA MENTAL HEALTH CENTER
- What is the EIN of SOUTHERN IOWA MENTAL HEALTH CENTER?
- The employer identification number (EIN) of SOUTHERN IOWA MENTAL HEALTH CENTER is 42-0926783.
- Is SOUTHERN IOWA MENTAL HEALTH CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to SOUTHERN IOWA MENTAL HEALTH CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN IOWA MENTAL HEALTH CENTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN IOWA MENTAL HEALTH CENTER due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN IOWA MENTAL HEALTH CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTHERN IOWA MENTAL HEALTH CENTER?
- The 990 for the year ended June 30, 2025 names BRIAN MORGAN.
- Who are the officers and directors of SOUTHERN IOWA MENTAL HEALTH CENTER?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN IOWA MENTAL HEALTH CENTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,941,434, expenses of $6,188,270 and total assets of $6,640,444 at year end.
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All nonprofits in OTTUMWA · Iowa · Mental health and crisis intervention