Beautiful Minds Wellness

Tax-deductible

Auburn, CA501(c)(3)Mental HealthEIN 46-5365497Revenue $497K in FY2024

On file with the IRSbeautifulmindswellness.org13300 New Airport Rd, 95602-7407 · Auburn, CATax-exempt since Oct 2014Publicly supported charity — 170(b)(1)(A)(vi)

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The corporation is a nonprofit public benefit corporation, not organized for the private gain of any person. IT is organized under the california nonprofit corporation law for public and charitable purposes.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average surplus $67K a year · 11% of revenue · last 5 filings
Worth a look: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $155
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$930K
66% of total assets
Worth a look: liabilities are 66% of assets; over 65%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$497K
+8% vs prior year
Spent
$544K
To programs
75%
Net assets
$480K
By yearFY2020–FY2024
Revenue
$497K
FY2024▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$401K
FY2022$393K
FY2023$461K
FY2024$497K
Expenses
$544K
FY2024▼ -28%
Tap a bar for its year
Expenses by fiscal year
FY2020$210K
FY2021$548K
FY2022$636K
FY2023$751K
FY2024$544K
Net assets
$480K
FY2024▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.1M
FY2022$826K
FY2023$534K
FY2024$480K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $405K Management & general 25% · $139K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
Chief Executive Officer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Shama Roderick-Stock’s $69K as Chief Operations Officer is at the 56th percentile of top reported officer pay among 2095 $100K–1M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Beautiful Minds Wellness executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Serves public and charitable purposes for the common good.

Provided by the organization

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1 program · $405K · in their own filed words · FY2024
01

Section 3.2SPECIFIC purpose the specific purpose of this corporation is to support the provision of medical and mental health care services to persons with no access to care or with no ability to pay for needed medical or mental health care.

$405Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$155

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$497K
Ln 12
Fees for servicesLn 2g$262K
Gifts and grantsLn 1h$225K
Other incomeLn 4–11$10K
Money outPt IX
$544K
Ln 25
Programscol B$405K
Managementcol C$139K
Owns and owesPt X
$480K
net assets · Ln 32
Cash and savingsLn 1–2$126K
Total assetsLn 16$1.4M
LiabilitiesLn 26$930K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$225K
Government grantsLn 1e$213K
Fundraising eventsLn 1c$12K
Fees for servicesLn 2g$262K
Other incomeLn 4–11$10K
Total revenueLn 12$497K
Assets in detailPt X, end of year
CashLn 1$126K
Cash and savings togetherLn 1–2$126K
Land, buildings, equipmentLn 10c$1.2M
Other assetsLn 15$75K
Total assetsLn 16$1.4M
LiabilitiesLn 26$930K
Net assetsLn 32$480K
OperationsPt I, VI
EmployeesI 54
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$62K$126K
Land, buildings, equipmentLn 10c$1.2M$1.2M
Total assetsLn 16$1.3M$1.4M
LiabilitiesLn 26$814K$930K
Net assetsLn 32$534K$480K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$296K$296K
Other employee benefitsLn 9$23K$23K
Other fees for servicesLn 11g$101K$125$101K
Advertising and promotionLn 12$18K$18K
Office expensesLn 13$25K$11K$13K
InterestLn 20$43K$43K
Depreciation, depletion and amortizationLn 22$39K$15K$24K
Total functional expensesLn 25$544K$405K$139K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $497K$544K−$47K$480K 990 PDF
FY2023 $461K$751K−$290K$534K 990 PDF
FY2022 $393K$636K−$244K$826K 990 PDF
FY2021 $401K$548K−$147K$1.1M 990 PDF
FY2020 $1.3M$210K$1.1M$1.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $496,635 revenue, 12 lines filed
I-8 Contributions and grants$224,657
I-9 Program service revenue$262,231
I-10 Investment income$0
I-11 Other revenue$9,747
I-12 Total revenue$496,635
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$318,371
I-16a Professional fundraising fees$0
I-17 Other expenses$225,189
I-18 Total expenses$543,560
I-19 Revenue less expenses−$46,925
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $496,635 across 7 lines filed
Lines not itemized here account for $6,676 of total revenue; see the IRS return.
VIII-1c Fundraising events$11,739
VIII-1e Government grants$212,918
VIII-1h Total contributions, gifts and grants$224,657
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $260,201$260,201
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,101$5,101
VIII-12 Total revenueRelated to mission $271,978 · Unrelated business $0 · Excluded from tax $0$496,635
Part IX · Statement of functional expenses $543,560 across 7 lines filed
IX-7 Other salaries and wagesPrograms $295,806$295,806
IX-9 Other employee benefitsPrograms $22,565$22,565
IX-11g Other fees for servicesPrograms $125 · Management $101,372$101,497
IX-12 Advertising and promotionPrograms $17,642$17,642
IX-13 Office expensesPrograms $11,223 · Management $13,352$24,575
IX-20 InterestPrograms $42,525$42,525
IX-22 Depreciation, depletion and amortizationPrograms $15,096 · Management $23,854$38,950
IX-25 Total functional expensesPrograms $404,982 · Management $138,578 · Fundraising $0$543,560
Part X · Balance sheet $1,410,533 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $62,263$125,961
X-4 Accounts receivableStart of year $21,203$20,555
X-10c Land, buildings and equipment, netStart of year $1,189,017$1,189,017
X-15 Other assetsStart of year $75,000$75,000
X-16 Total assetsStart of year $1,347,533$1,410,533
X-25 Other liabilitiesStart of year $813,886$930,436
X-26 Total liabilitiesStart of year $813,886$930,436
X-27 Net assets without donor restrictionsStart of year $533,647$480,097
X-32 Total net assets or fund balancesStart of year $533,647$480,097
X-33 Total liabilities and net assetsStart of year $1,347,533$1,410,533
Part XI · Reconciliation of net assets $480,097 net assets at year end
XI-1 Total revenue$496,635
XI-2 Total expenses$543,560
XI-3 Revenue less expenses−$46,925
XI-4 Net assets at start of year$533,647
XI-8 Prior period adjustments−$6,625
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$480,097

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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