Meier Clinics Foundation FY2020 filing

Tax-deductible

Wheaton, IL501(c)(3)Mental HealthEIN 75-2845878

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To provide christian based day program and outpatient mental and behavioral health services

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$1.8M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · 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
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $219K a year · 2% of revenue · last 4 filings
Concern: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.8M
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$833K
32% of total assets
Looks good: liabilities are 32% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 6 voting members
Looks good: 4 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.2M
Spent
$10.1M
To programs
93%
Net assets
$1.8M
By yearFY2020–FY2023
Revenue
$11.2M
FY2020
Revenue by fiscal year
FY2020$11.2M
FY2021$10.1M
FY2022$9.4M
FY2023$10.2M
Expenses
$10.1M
FY2020
Expenses by fiscal year
FY2020$10.1M
FY2021$10.9M
FY2022$10.4M
FY2023$10.4M
Net assets
$1.8M
FY2020
Net assets by fiscal year
FY2020$1.8M
FY2021$990K
FY2022−$98K
FY2023−$231K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Nov 2003.

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

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $9.4M Management & general 7% · $658K Fundraising 1% · $60K

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

11 people listed on the 990; $1.8M paid to officers and key staff.

Part VII, Section A · reportable compensation
$462,369Pt VII · Sec A
Employee
$256,517Pt VII · Sec A
$232,876Pt VII · Sec A
$219,407Pt VII · Sec A
$192,110Pt VII · Sec A
$186,422Pt VII · Sec A
President
$163,092Pt VII · Sec A
Treasurer
$99,887Pt VII · Sec A

Paul D Meier MD’s $406K as Secretary is at the 85th percentile of top reported officer pay among 746 $10–100M 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.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Paul D Meier MD$406,210$483,995$451,907$462,369
Gary Casaccio$243,523$268,369$244,832$232,876
Barry Levy$251,335$251,735$261,019$256,517
Daniel Hartman$233,614$234,486$229,965$219,407
Nancy Brown$129,446$203,382$231,213$163,092
Lisa a Day—$224,998——
Theresa Sakyiama$221,314$224,541$221,691$186,422
Bradley C Kahle$177,124—$188,799$192,110

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers Christian-based day programs and outpatient mental health services.

Provided by the organization

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1 program service account for $9.4M of program spending, described in the organization's own filed words · FY2020.
01

To provide christian based day program and outpatient mental and behavioral health services

$9.4Mprogram expense

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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 · FY2024
Grp FoundationFY2024$50K
Total grants receivedfrom 1 funder$50K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$11.2M
Ln 12
Fees for servicesLn 2g$9.8M
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$120K
Money outPt IX
$10.1M
Ln 25
Programscol B$9.4M
Managementcol C$658K
Fundraisingcol D$60K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$989K
Total assetsLn 16$2.6M
LiabilitiesLn 26$833K
PeoplePt VI, VII
11
listed · VII A
PaidVII A8
Voting boardVI 1a6
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$1.1M
Fees for servicesLn 2g$9.8M
Investment incomeLn 3$1K
Other incomeLn 4–11$120K
Total revenueLn 12$11.2M
Assets in detailPt X, end of year
CashLn 1$989K
Cash and savings togetherLn 1–2$989K
Land, buildings, equipmentLn 10c$31K
Other assetsLn 15$58K
Total assetsLn 16$2.6M
LiabilitiesLn 26$833K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 5164
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$185K$989K
Land, buildings, equipmentLn 10c$24K$31K
Total assetsLn 16$1.4M$2.6M
LiabilitiesLn 26$803K$833K
Net assetsLn 32$643K$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$725K$725K
Other salaries and wagesLn 7$6.6M$6.1M$475K$42K
Other employee benefitsLn 9$277K$178K$99K
Payroll taxesLn 10$504K$466K$37K
Accounting feesLn 11c$47K$45K$2K
Advertising and promotionLn 12$74K$74K
Office expensesLn 13$102K$102K
Information technologyLn 14$16K$16K
OccupancyLn 16$793K$768K$25K
TravelLn 17$9K$7K$2K
InterestLn 20$15K$15K
Depreciation, depletion and amortizationLn 22$15K$15K
InsuranceLn 23$137K$137K
Other expenses (24a–d)Ln 24$631K$627K$4K
All other expensesLn 24e$150K$134K$16K
Total functional expensesLn 25$10.1M$9.4M$658K$60K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $10.2M$10.4M−$133K−$231K 990 PDF
FY2022 $9.4M$10.4M−$1.1M−$98K 990 PDF
FY2021 $10.1M$10.9M−$786K$990K 990 PDF
FY2020 Viewing $11.2M$10.1M$1.1M$1.8M 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 FY2020 990 (4 parts)
Part VIII · Statement of revenue $11,238,545 across 7 lines filed
Lines not itemized here account for $625 of total revenue; see the IRS return.
VIII-1e Government grants$1,137,400
VIII-1f All other contributions, gifts and grants$187,280
VIII-1h Total contributions, gifts and grants$1,324,680
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,792,659$9,792,659
VIII-3 Investment incomeRelated to mission $1,090$1,090
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $119,491$119,491
VIII-12 Total revenueRelated to mission $9,913,865$11,238,545
Part IX · Statement of functional expenses $10,105,265 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $725,348$725,348
IX-7 Other salaries and wagesPrograms $6,092,911 · Management $475,169 · Fundraising $42,000$6,610,080
IX-9 Other employee benefitsPrograms $178,228 · Management $98,787$277,015
IX-10 Payroll taxesPrograms $466,167 · Management $37,422$503,589
IX-11c Accounting feesPrograms $44,904 · Fundraising $1,999$46,903
IX-12 Advertising and promotionPrograms $73,766$73,766
IX-13 Office expensesPrograms $101,797$101,797
IX-14 Information technologyPrograms $16,404$16,404
IX-16 OccupancyPrograms $767,947 · Management $24,662$792,609
IX-17 TravelPrograms $7,028 · Management $2,229$9,257
IX-20 InterestManagement $15,455$15,455
IX-22 Depreciation, depletion and amortizationPrograms $14,747$14,747
IX-23 InsurancePrograms $137,285$137,285
IX-24 Other expenses (24a–d)Programs $626,716 · Management $4,000$630,716
IX-24e All other expensesPrograms $133,942 · Fundraising $16,352$150,294
IX-25 Total functional expensesPrograms $9,387,190 · Management $657,724 · Fundraising $60,351$10,105,265
Part X · Balance sheet $2,609,688 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $184,562$988,637
X-4 Accounts receivableStart of year $770,484$1,103,791
X-9 Prepaid expenses and deferred chargesStart of year $34,010$51,215
X-10c Land, buildings and equipment, netStart of year $23,566$31,152
X-14 Intangible assetsStart of year $376,683$376,683
X-15 Other assetsStart of year $56,972$58,210
X-16 Total assetsStart of year $1,446,277$2,609,688
X-17 Accounts payable and accrued expensesStart of year $575,721$676,651
X-26 Total liabilitiesStart of year $803,029$833,160
X-27 Net assets without donor restrictionsStart of year $643,248$1,776,528
X-32 Total net assets or fund balancesStart of year $643,248$1,776,528
X-33 Total liabilities and net assetsStart of year $1,446,277$2,609,688
Part XI · Reconciliation of net assets $1,776,528 net assets at year end
XI-1 Total revenue$11,238,545
XI-2 Total expenses$10,105,265
XI-3 Revenue less expenses$1,133,280
XI-4 Net assets at start of year$643,248
XI-10 Net assets at end of year$1,776,528

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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