Fletcher Group INC

Tax-deductible

London, KY501(c)(3)Since 2018Mental HealthEIN 82-5174662Revenue $6.5M in FY2024

On file with the IRSfletchergroup.org601 Meyers Baker Rd 238, 40741-3035 · London, KYTax-exempt since Jul 2019Publicly supported charity — 170(b)(1)(A)(vi)

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To research and promote effective practices and public policy to improve health and wellbeing with a focus on addictive and lifestyle diseases, including substance use disorders and other chronic lifestyle diseases.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$1.6M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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
4 of 5
filings with a surplus
Average surplus $96K a year · 2% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.6M
to officers and key staff · 25% of spending
Top officer’s pay higher than 94% of similar orgs
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $100K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$725K
48% of total assets
Looks good: liabilities are 48% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 14 voting members
Looks good: 11 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.5M
+10% vs prior year
Spent
$6.3M
To programs
92%
Net assets
$789K
By yearFY2020–FY2024
Revenue
$6.5M
FY2024▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.8M
FY2021$4.0M
FY2022$6.2M
FY2023$5.9M
FY2024$6.5M
Expenses
$6.3M
FY2024▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.8M
FY2021$4.2M
FY2022$5.8M
FY2023$5.8M
FY2024$6.3M
Net assets
$789K
FY2024▲ +24%
Tap a bar for its year
Net assets by fiscal year
FY2020$311K
FY2021$142K
FY2022$534K
FY2023$638K
FY2024$789K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2019.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $5.8M Management & general 8% · $517K

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

22 people listed on the 990; $1.6M paid to officers and key staff.

Part VII, Section A · reportable compensation
$260,000Pt VII · Sec A
$255,000Pt VII · Sec A
Senior Advisor
$154,070Pt VII · Sec A
Director of Communications
$144,363Pt VII · Sec A
Director of Policy
$143,221Pt VII · Sec A
Director of Research and Evaluation
$119,448Pt VII · Sec A
Director of Project Finance
$117,700Pt VII · Sec A
Outreach and Engagement Specialist
$110,266Pt VII · Sec A

David Johnson’s $260K as CEO is at the 94th percentile of top reported officer pay among 1683 $1–10M 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

NameFY2024FY2023FY2022FY2021FY2020
David Johnson$260,000$231,240$216,860$216,860$226,707
Ernie Fletcher$255,000$255,000$255,000$253,828$237,169
Janice Fulkerson$154,070————
Richard Faylor$144,363——$124,836$126,738
Andrew Howard$143,221————
Robin Thompson$119,448————
Angela Hatcher$117,700————
Milena Stott$110,266————

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.

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

Programs and updates

Improves health and wellbeing by researching and promoting effective practices and policies for addictive and lifestyle diseases.

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Provided by the organization

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3 programs · $5.8M · in their own filed words · FY2024
01

Provide technical assistance, training and research that enhances the quality and capacity of recovery housing and other recovery support services in serving as the rural center of excellence and a hud center of excellence for recovery HOUSING.PARTNER with rural communities to address challenges of substance use disorders by…

$5.0Mprogram expense
02

Provide services for the implementation and evaluation of the kentucky behavioral health conditional dismissal program. Support the development and implementation of statewide screening and assessment process that determines program participation eligibility, recruit and train providers on program components, develop and implement a data…

$605Kprogram expense
03

Have grants and contracts all which focus on provinding training, technical assistance, research and propgram evaluation in addressing substance abuse disorder experienced by individuals. Activities may include program development, facilitating organization providing recovery services to adopt new programs and services.

$175Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 2 funders$100K
Grants paid · 25 grants · $1.5M · 2020–2021
Get Help INCFY2021$208,297
Akin Gump Strauss Hauer Feld LLPFY2021$130,000
Rxassurance CorporationFY2021$69,718
Smart Recovery USA INCOH · FY2021$30,500
AsthoVA · FY2021$19,513
Future Plans GetworkerfitFY2021$18,700
Wayne State UniversityMI · FY2021$16,004
Smartsheet INCFY2021$11,795
Network One INCFY2021$8,000
NasadadDC · FY2021$7,500
Hopa Mountain INCMT · FY2020$39,186
Future Plans GetworkerfitFY2020$26,950
See all 25 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$6.5M
Ln 12
Gifts and grantsLn 1h$6.5M
Money outPt IX
$6.3M
Ln 25
Programscol B$5.8M
Managementcol C$517K
Owns and owesPt X
$789K
net assets · Ln 32
Cash and savingsLn 1–2$521K
Total assetsLn 16$1.5M
LiabilitiesLn 26$725K
PeoplePt VI, VII
22
listed · VII A
PaidVII A11
Voting boardVI 1a14
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.5M
Government grantsLn 1e$6.1M
Total revenueLn 12$6.5M
Assets in detailPt X, end of year
CashLn 1$521K
Cash and savings togetherLn 1–2$521K
Other assetsLn 15$47K
Total assetsLn 16$1.5M
LiabilitiesLn 26$725K
Net assetsLn 32$789K
OperationsPt I, VI
EmployeesI 530
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
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$417K$521K
Total assetsLn 16$925K$1.5M
LiabilitiesLn 26$287K$725K
Net assetsLn 32$638K$789K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.1M$1.1M
Pay of current officers, directors and key staffLn 5$720K$626K$94K
Other salaries and wagesLn 7$2.5M$2.5M$14K
Other employee benefitsLn 9$902K$855K$47K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$138K$138K
Lobbying feesLn 11d$133K$133K
Office expensesLn 13$71K$66K$5K
OccupancyLn 16$12K$12K
TravelLn 17$156K$153K$3K
InsuranceLn 23$255$255
Other expenses (24a–d)Ln 24$446K$372K$74K
All other expensesLn 24e$80K$71K$9K
Total functional expensesLn 25$6.3M$5.8M$517K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $6.5M$6.3M$151K$789K 990 PDF
FY2023 $5.9M$5.8M$104K$638K 990 PDF
FY2022 $6.2M$5.8M$392K$534K 990 PDF
FY2021 $4.0M$4.2M−$169K$142K 990 PDF
FY2020 $2.8M$2.8M$1K$311K 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 $6,466,635 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,884,910$6,466,635
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $5,884,910$6,466,635
I-13 Grants and similar amounts paidPrior year $1,345,349$1,109,599
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,761,056$4,168,640
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $674,430$1,037,233
I-18 Total expensesPrior year $5,780,835$6,315,472
I-19 Revenue less expensesPrior year $104,075$151,163
Part VI · Governance 11 of 14 board members independent, 3 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,466,635 across 4 lines filed
VIII-1e Government grants$6,126,629
VIII-1f All other contributions, gifts and grants$340,006
VIII-1h Total contributions, gifts and grants$6,466,635
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$6,466,635
Part IX · Statement of functional expenses $6,315,472 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $1,109,599$1,109,599
IX-5 Pay of current officers, directors and key staffPrograms $625,956 · Management $93,616$719,572
IX-7 Other salaries and wagesPrograms $2,533,387 · Management $13,759$2,547,146
IX-9 Other employee benefitsPrograms $855,162 · Management $46,760$901,922
IX-11b Legal feesManagement $1,450$1,450
IX-11c Accounting feesManagement $137,694$137,694
IX-11d Lobbying feesManagement $132,514$132,514
IX-13 Office expensesPrograms $65,968 · Management $5,436$71,404
IX-16 OccupancyPrograms $12,000$12,000
IX-17 TravelPrograms $153,172 · Management $2,523$155,695
IX-23 InsuranceManagement $255$255
IX-24 Other expenses (24a–d)Programs $372,408 · Management $73,869$446,277
IX-24e All other expensesPrograms $70,620 · Management $9,324$79,944
IX-25 Total functional expensesPrograms $5,798,272 · Management $517,200 · Fundraising $0$6,315,472
Part X · Balance sheet $1,513,798 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $417,473$520,789
X-3 Pledges and grants receivableStart of year $443,232$927,679
X-9 Prepaid expenses and deferred chargesStart of year $6,588$17,868
X-15 Other assetsStart of year $57,642$47,462
X-16 Total assetsStart of year $924,935$1,513,798
X-17 Accounts payable and accrued expensesStart of year $129,283$478,955
X-19 Deferred revenueStart of year $100,000$198,208
X-25 Other liabilitiesStart of year $57,642$47,462
X-26 Total liabilitiesStart of year $286,925$724,625
X-27 Net assets without donor restrictionsStart of year $412,410$694,277
X-28 Net assets with donor restrictionsStart of year $225,600$94,896
X-32 Total net assets or fund balancesStart of year $638,010$789,173
X-33 Total liabilities and net assetsStart of year $924,935$1,513,798
Part XI · Reconciliation of net assets $789,173 net assets at year end
XI-1 Total revenue$6,466,635
XI-2 Total expenses$6,315,472
XI-3 Revenue less expenses$151,163
XI-4 Net assets at start of year$638,010
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$789,173

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

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