Fletcher Group INC FY2022 filing

Tax-deductible

London, KY501(c)(3)Since 2018Mental HealthEIN 82-5174662Revenue $6.2M in FY2022

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.
93¢ of each $1 spent went to programs.
$547K 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

FY2022 · 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
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
$547K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 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
$291K
35% of total assets
Looks good: liabilities are 35% of assets; 50% or less.
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
$6.2M
+53% vs prior year
Spent
$5.8M
To programs
93%
Net assets
$534K
By yearFY2020–FY2024
Revenue
$6.2M
FY2022▲ +53%
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
$5.8M
FY2022▲ +37%
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
$534K
FY2022▲ +275%
Tap a bar for its year
Net assets by fiscal year
FY2020$311K
FY2021$142K
FY2022$534K
FY2023$638K
FY2024$789K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

93 cents of each dollar spent went to programs.

Program services 93% · $5.4M Management & general 7% · $388K

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

14 people listed on the 990; $547K paid to officers and key staff.

Part VII, Section A · reportable compensation
$255,000Pt VII · Sec A
$216,860Pt VII · Sec A
Co-Chair, Secretary
$75,149Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$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.

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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 · $5.4M · in their own filed words · FY2022
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.

$4.9Mprogram 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.

$522Kprogram expense
03

Consulting and advisement

$11Kprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$6.2M
Ln 12
Gifts and grantsLn 1h$6.2M
Money outPt IX
$5.8M
Ln 25
Programscol B$5.4M
Managementcol C$388K
Owns and owesPt X
$534K
net assets · Ln 32
Cash and savingsLn 1–2$161K
Total assetsLn 16$825K
LiabilitiesLn 26$291K
PeoplePt VI, VII
14
listed · VII A
PaidVII A3
Voting boardVI 1a14
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.2M
Government grantsLn 1e$6.2M
Total revenueLn 12$6.2M
Assets in detailPt X, end of year
CashLn 1$161K
Cash and savings togetherLn 1–2$161K
Total assetsLn 16$825K
LiabilitiesLn 26$291K
Net assetsLn 32$534K
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 FY22End FY22
Cash and savingsLn 1–2$66K$161K
Total assetsLn 16$400K$825K
LiabilitiesLn 26$258K$291K
Net assetsLn 32$142K$534K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.7M$1.7M
Pay of current officers, directors and key staffLn 5$616K$513K$103K
Other salaries and wagesLn 7$2.0M$2.0M−$15K
Other employee benefitsLn 9$655K$631K$24K
Accounting feesLn 11c$83K$83K
Lobbying feesLn 11d$136K$136K
Other fees for servicesLn 11g$8K$8K
Advertising and promotionLn 12$4K$3K$138
Office expensesLn 13$58K$55K$3K
OccupancyLn 16$12K$12K
TravelLn 17$344K$342K$2K
Conferences, conventions and meetingsLn 19$10K$10K
Other expenses (24a–d)Ln 24$106K$57K$49K
All other expensesLn 24e$27K$25K$2K
Total functional expensesLn 25$5.8M$5.4M$388K$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 Viewing $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 FY2022 990 (6 parts)
Part I · Summary $6,163,661 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,039,826$6,163,661
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 $4,039,826$6,163,661
I-13 Grants and similar amounts paidPrior year $1,105,878$1,678,460
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,722,610$3,305,333
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $379,852$788,157
I-18 Total expensesPrior year $4,208,340$5,771,950
I-19 Revenue less expensesPrior year −$168,514$391,711
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 $6,163,661 across 4 lines filed
VIII-1e Government grants$6,159,935
VIII-1f All other contributions, gifts and grants$3,726
VIII-1h Total contributions, gifts and grants$6,163,661
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$6,163,661
Part IX · Statement of functional expenses $5,771,950 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $1,678,460$1,678,460
IX-5 Pay of current officers, directors and key staffPrograms $512,612 · Management $102,931$615,543
IX-7 Other salaries and wagesPrograms $2,049,686 · Management −$15,160$2,034,526
IX-9 Other employee benefitsPrograms $631,207 · Management $24,057$655,264
IX-11c Accounting feesManagement $83,353$83,353
IX-11d Lobbying feesManagement $136,000$136,000
IX-11g Other fees for servicesPrograms $8,300$8,300
IX-12 Advertising and promotionPrograms $3,478 · Management $138$3,616
IX-13 Office expensesPrograms $54,712 · Management $3,255$57,967
IX-16 OccupancyPrograms $12,000$12,000
IX-17 TravelPrograms $341,749 · Management $1,839$343,588
IX-19 Conferences, conventions and meetingsPrograms $10,441$10,441
IX-24 Other expenses (24a–d)Programs $56,905 · Management $49,465$106,370
IX-24e All other expensesPrograms $24,587 · Management $1,935$26,522
IX-25 Total functional expensesPrograms $5,384,137 · Management $387,813 · Fundraising $0$5,771,950
Part X · Balance sheet $824,593 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $66,279$161,465
X-3 Pledges and grants receivableStart of year $333,671$662,828
X-9 Prepaid expenses and deferred charges$300
X-16 Total assetsStart of year $399,950$824,593
X-17 Accounts payable and accrued expensesStart of year $257,726$290,658
X-26 Total liabilitiesStart of year $257,726$290,658
X-27 Net assets without donor restrictionsStart of year $142,224$233,960
X-28 Net assets with donor restrictions$299,975
X-32 Total net assets or fund balancesStart of year $142,224$533,935
X-33 Total liabilities and net assetsStart of year $399,950$824,593
Part XI · Reconciliation of net assets $533,935 net assets at year end
XI-1 Total revenue$6,163,661
XI-2 Total expenses$5,771,950
XI-3 Revenue less expenses$391,711
XI-4 Net assets at start of year$142,224
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$533,935

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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