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ASSOCIATION FOR MENTAL HEALTH AND WELLNESS, INC.

Company Details

Name: ASSOCIATION FOR MENTAL HEALTH AND WELLNESS, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 05 Feb 1990 (35 years ago)
Entity Number: 1420236
ZIP code: 11779
County: Suffolk
Place of Formation: New York
Address: 939 JOHNSON AVENUE, RONKONKOMA, NY, United States, 11779

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
LPF8AKMXPGM3 2025-01-24 939 JOHNSON AVE, RONKONKOMA, NY, 11779, 6066, USA P.O. BOX 373, RONKONKOMA, NY, 11779, 6066, USA

Business Information

URL http://www.mhaw.org
Congressional District 02
State/Country of Incorporation NY, USA
Activation Date 2024-01-29
Initial Registration Date 2009-01-07
Entity Start Date 1990-05-01
Fiscal Year End Close Date Dec 31

Points of Contacts

Electronic Business
Title PRIMARY POC
Name KIM KOSTER
Role CHIEF FINANCIAL OFFICER
Address P.O. BOX 373, RONKONKOMA, NY, 11779, USA
Government Business
Title PRIMARY POC
Name RUTH MCDADE
Role DIR. OF DEVELOPMENT
Address P.O. BOX 373, RONKONKOMA, NY, 11779, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
5ABU9 Obsolete Non-Manufacturer 2009-01-07 2024-03-05 No data 2025-01-24

Contact Information

POC RUTH MCDADE
Phone +1 631-471-7242
Fax +1 631-738-0427
Address 939 JOHNSON AVE, RONKONKOMA, NY, 11779 6066, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 2022 113012392 2023-10-15 ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 267
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 6314717242
Plan sponsor’s mailing address PO BOX 373, RONKONKOMA, NY, 117790373
Plan sponsor’s address PO BOX 373, RONKONKOMA, NY, 117790373

Number of participants as of the end of the plan year

Active participants 135
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 110
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 246
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 14

Signature of

Role Plan administrator
Date 2023-10-15
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-15
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 2021 113012392 2022-10-25 ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 211
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 6314717242
Plan sponsor’s mailing address PO BOX 373, RONKONKOMA, NY, 117790373
Plan sponsor’s address PO BOX 373, RONKONKOMA, NY, 117790373

Number of participants as of the end of the plan year

Active participants 196
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 71
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 242
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 7

Signature of

Role Plan administrator
Date 2022-10-25
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-25
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 2020 113012392 2021-10-15 ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 189
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 6314717242
Plan sponsor’s mailing address PO BOX 373, RONKONKOMA, NY, 117790373
Plan sponsor’s address PO BOX 373, RONKONKOMA, NY, 117790373

Number of participants as of the end of the plan year

Active participants 145
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 66
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 207
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 6

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 2019 113012392 2020-10-14 ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 161
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 6314717242
Plan sponsor’s mailing address PO BOX 373, RONKONKOMA, NY, 117790373
Plan sponsor’s address PO BOX 373, RONKONKOMA, NY, 117790373

Number of participants as of the end of the plan year

Active participants 133
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 56
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 184
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-13
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 2018 113012392 2019-10-15 ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 150
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 6314717242
Plan sponsor’s mailing address PO BOX 373, RONKONKOMA, NY, 117790373
Plan sponsor’s address PO BOX 373, RONKONKOMA, NY, 117790373

Number of participants as of the end of the plan year

Active participants 118
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 43
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 159
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 5

Signature of

Role Plan administrator
Date 2019-10-15
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 2017 113012392 2018-10-15 ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 141
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 6314717242
Plan sponsor’s mailing address PO BOX 373, RONKONKOMA, NY, 117790373
Plan sponsor’s address PO BOX 373, RONKONKOMA, NY, 117790373

Number of participants as of the end of the plan year

Active participants 112
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 38
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 143
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 10

Signature of

Role Plan administrator
Date 2018-10-15
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF CLUBHOUSE OF SUFFOLK, INC. 2017 113012392 2018-08-04 ASSOCIATION FOR MENTAL HEALTH AND WELLNESS, INC. 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-07-01
Business code 813000
Sponsor’s telephone number 6314717242
Plan sponsor’s address 939 JOHNSON AVENUE, PO BOX 373, RONKONKOMA, NY, 117790373

Signature of

Role Plan administrator
Date 2018-08-03
Name of individual signing KIM KOSTER
Role Employer/plan sponsor
Date 2018-08-03
Name of individual signing KIM KOSTER
403(B) THRIFT AGGREGATED PLAN OF CLUBHOUSE OF SUFFOLK, INC. 2016 113012392 2017-10-13 ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 128
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 6314717242
Plan sponsor’s mailing address PO BOX 373, RONKONKOMA, NY, 117790373
Plan sponsor’s address PO BOX 373, RONKONKOMA, NY, 117790373

Number of participants as of the end of the plan year

Active participants 107
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 34
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 16
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 7

Signature of

Role Plan administrator
Date 2017-10-13
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-13
Name of individual signing KIM KOSTER
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF CLUBHOUSE OF SUFFOLK, INC. 2016 113012392 2017-10-13 ASSOCIATION FOR MENTAL HEALTH AND WELLNESS 71
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-07-01
Business code 813000
Sponsor’s telephone number 6314717242
Plan sponsor’s address PO BOX 373, RONKONKOMA, NY, 117790373

Signature of

Role Plan administrator
Date 2017-10-13
Name of individual signing KIM KOSTER
Role Employer/plan sponsor
Date 2017-10-13
Name of individual signing KIM KOSTER

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 939 JOHNSON AVENUE, RONKONKOMA, NY, United States, 11779

History

Start date End date Type Value
1990-02-05 2015-10-23 Address 21 REDWOOD LANE, SMITHTOWN, NY, 11787, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
151023000735 2015-10-23 CERTIFICATE OF AMENDMENT 2015-10-23
150116000246 2015-01-16 CERTIFICATE OF MERGER 2015-01-16
141231000252 2014-12-31 CERTIFICATE OF MERGER 2015-01-01
900808000017 1990-08-08 CERTIFICATE OF AMENDMENT 1990-08-08
C104339-11 1990-02-05 CERTIFICATE OF INCORPORATION 1990-02-05

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
11-3012392 Corporation Unconditional Exemption 939 JOHNSON AVE, RONKONKOMA, NY, 11779-6066 1990-10
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 17007668
Income Amount 11468172
Form 990 Revenue Amount 11449869
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name ASSOCIATION FOR MENTAL HEALTH AND WELLNESS INC
EIN 11-3012392
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR MENTAL HEALTH AND WELLNESS INC
EIN 11-3012392
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR MENTAL HEALTH AND WELLNESS INC
EIN 11-3012392
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR MENTAL HEALTH AND WELLNESS INC
EIN 11-3012392
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR MENTAL HEALTH AND WELLNESS
EIN 11-3012392
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR MENTAL HEALTH AND WELLNESS
EIN 11-3012392
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9269667008 2020-04-09 0235 PPP 939 JOHNSON AVE, RONKONKOMA, NY, 11779-6066
Loan Status Date 2021-10-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 2004000
Loan Approval Amount (current) 2004000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address RONKONKOMA, SUFFOLK, NY, 11779-6066
Project Congressional District NY-02
Number of Employees 197
NAICS code 623210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 15793
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address Bridgeport, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 2031891.29
Forgiveness Paid Date 2021-09-15

Date of last update: 16 Mar 2025

Sources: New York Secretary of State