Fletcher Group INC FY2021 filing

Tax-deductible

London, KY501(c)(3)Since 2018Mental HealthEIN 82-5174662Revenue $4.0M in FY2021

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.
$687K 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

FY2021 · 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
$687K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
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
$258K
64% of total assets
Fine: liabilities are 64% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
10
of 14 voting members
Looks good: 10 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
$4.0M
+42% vs prior year
Spent
$4.2M
To programs
92%
Net assets
$142K
By yearFY2020–FY2024
Revenue
$4.0M
FY2021▲ +42%
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
$4.2M
FY2021▲ +48%
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
$142K
FY2021▼ -54%
Tap a bar for its year
Net assets by fiscal year
FY2020$311K
FY2021$142K
FY2022$534K
FY2023$638K
FY2024$789K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

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% · $3.9M Management & general 8% · $347K

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

15 people listed on the 990; $687K paid to officers and key staff.

Part VII, Section A · reportable compensation
$253,828Pt VII · Sec A
$216,860Pt VII · Sec A
$124,836Pt VII · Sec A
Co-Chair, Secretary
$72,220Pt VII · Sec A
$19,481Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt 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 · $3.9M · in their own filed words · FY2021
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.

$3.3Mprogram expense
02

Under our arc grant provide technical assistance, training, and research to enhance the quality and capacity of recovery housing. Promote the devlopment of 2 to 4 new recovery facilities. Promote training and employment for individuals in recovery house PROGRAMS.I.

$437Kprogram expense
03

Under the kore inititive expand the availablity of programs and services through healthcare settings to support the screening, assessment and brief intervention of individuals with an sud served in health care setting. Expand capacity of healthcare providers to address patients with an sud by integrating moud into primary care practices.

$106Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$4.0M
Ln 12
Gifts and grantsLn 1h$4.0M
Money outPt IX
$4.2M
Ln 25
Programscol B$3.9M
Managementcol C$347K
Owns and owesPt X
$142K
net assets · Ln 32
Cash and savingsLn 1–2$66K
Total assetsLn 16$400K
LiabilitiesLn 26$258K
PeoplePt VI, VII
15
listed · VII A
PaidVII A5
Voting boardVI 1a14
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.0M
Government grantsLn 1e$4.0M
Total revenueLn 12$4.0M
Assets in detailPt X, end of year
CashLn 1$66K
Cash and savings togetherLn 1–2$66K
Total assetsLn 16$400K
LiabilitiesLn 26$258K
Net assetsLn 32$142K
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 FY21End FY21
Cash and savingsLn 1–2$260K$66K
Total assetsLn 16$531K$400K
LiabilitiesLn 26$220K$258K
Net assetsLn 32$311K$142K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.1M$1.1M
Pay of disqualified personsLn 6$687K$600K$87K
Other salaries and wagesLn 7$1.6M$1.6M
Other employee benefitsLn 9$462K$433K$29K
Accounting feesLn 11c$61K$61K
Lobbying feesLn 11d$125K$125K
Other fees for servicesLn 11g$18K$17K$550
Advertising and promotionLn 12$4K$459$4K
Office expensesLn 13$29K$25K$4K
OccupancyLn 16$14K$12K$2K
TravelLn 17$53K$52K$778
InsuranceLn 23$938$938
Other expenses (24a–d)Ln 24$66K$39K$27K
All other expensesLn 24e$9K$4K$5K
Total functional expensesLn 25$4.2M$3.9M$347K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $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 FY2021 990 (6 parts)
Part I · Summary $4,039,826 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,844,065$4,039,826
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 $2,844,065$4,039,826
I-13 Grants and similar amounts paidPrior year $542,741$1,105,878
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,003,039$2,722,610
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $296,886$379,852
I-18 Total expensesPrior year $2,842,666$4,208,340
I-19 Revenue less expensesPrior year $1,399−$168,514
Part VI · Governance 10 of 14 board members independent, 3 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members10
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 $4,039,826 across 4 lines filed
VIII-1e Government grants$4,036,026
VIII-1f All other contributions, gifts and grants$3,800
VIII-1h Total contributions, gifts and grants$4,039,826
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$4,039,826
Part IX · Statement of functional expenses $4,208,340 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $1,105,878$1,105,878
IX-6 Pay of disqualified personsPrograms $599,880 · Management $87,345$687,225
IX-7 Other salaries and wagesPrograms $1,573,508$1,573,508
IX-9 Other employee benefitsPrograms $432,955 · Management $28,922$461,877
IX-11c Accounting feesManagement $61,450$61,450
IX-11d Lobbying feesManagement $125,250$125,250
IX-11g Other fees for servicesPrograms $17,251 · Management $550$17,801
IX-12 Advertising and promotionPrograms $459 · Management $3,754$4,213
IX-13 Office expensesPrograms $25,085 · Management $3,588$28,673
IX-16 OccupancyPrograms $12,000 · Management $1,863$13,863
IX-17 TravelPrograms $51,828 · Management $778$52,606
IX-23 InsuranceManagement $938$938
IX-24 Other expenses (24a–d)Programs $38,696 · Management $27,203$65,899
IX-24e All other expensesPrograms $4,258 · Management $4,901$9,159
IX-25 Total functional expensesPrograms $3,861,798 · Management $346,542 · Fundraising $0$4,208,340
Part X · Balance sheet $399,950 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $259,518$66,279
X-3 Pledges and grants receivableStart of year $257,076$333,671
X-16 Total assetsStart of year $530,785$399,950
X-17 Accounts payable and accrued expensesStart of year $220,047$257,726
X-26 Total liabilitiesStart of year $220,047$257,726
X-27 Net assets without donor restrictionsStart of year $310,738$142,224
X-32 Total net assets or fund balancesStart of year $310,738$142,224
X-33 Total liabilities and net assetsStart of year $530,785$399,950
Part XI · Reconciliation of net assets $142,224 net assets at year end
XI-1 Total revenue$4,039,826
XI-2 Total expenses$4,208,340
XI-3 Revenue less expenses−$168,514
XI-4 Net assets at start of year$310,738
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$142,224

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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