THE FOUNDATION FOR EXCELLENCE IN CARE INAUGURAL REPORT 2012-2013 This publication is available on the EXCELLENCE website (www.mentalhealthexcellence.org)

© Foundation for Excellence in Mental Health Care 2014. All rights reserved. Limited extracts may be reproduced or translated provided the source is stated.

29100 SW Town Center Loop W, Suite 140 Wilsonville, OR 97070 503.816.5676 www.mentalhealthexcellence.org Top left: Courtenay Harding, Bill Anthony, Virgil Stucker, Bob Nikkel,Sandra Steingard, Fran Silvestri (Board Chair), David Healy, Pat Stern, Don Cooper, Louisa Putnam, Tom Pyle, Dan Fisher, Gina Nikkel. Not pictured: Larry Davidson

IN THIS REPORT

Message from the Board 5

Grant & Fund Profi les 6

EXCELLENCE Funds 18 Gina Nikkel, PhD, President & CEO

Investment Policy 20 Dear Friends, We welcome you to view the inaugural annual report of The Foundation for Excellence in Mental Health Care. We encourage you to get to know us, become a part of us, and Financial Statement Highlights 21 help build your dream that is part of creating EXCELLENCE in mental health care. As you will see in the pages of this annual report, we have laid the ground work for a strong, vibrant international community foundation that focuses on the legacy of Staff & Volunteer Leadership 22 mental health recovery.

Each fund, each project is working toward providing hope, respect, choice, and Honoring Our Donors 26 partnership in supporting research, education, and programs that foster recovery for people and their families who experience mental health challenges.

Our passion to get this right is enhanced by a robust Scientifi c Advisory Committee, a In memorium: Dr. Dean Brooks 31 Marketing Committee, a Development Committee, and many allies across the globe. We believe that the people who have had successes and who have been harmed on their journey through mental health “care” are our best teachers.

We pay tribute to the many up-and-coming funds that have been created in our fi rst two years and to our remarkable donors, volunteer leaders, and grantees. We pay special tribute to the late Dr. Dean Brooks.

We look back on our fi rst two years with pride in our work together and count on your involvement and support as we continue to build a strong legacy for EXCELLENCE in mental health care!

Sincerely,

Fran Silvestri, MBA, Board Chair

Inaugural Report 2012-2013 | 5 | Adapting Open Dialogue to the United States A Global Community, One Heart Open Dialogue began in Finland in the 1980’s as an experimental approach to acute psychiatric crisis. A variety of research studies over the years have honed the EXCELLENCE is an international mental health community foundation methodology and revealed consistently impressive recovery outcomes. & Funds ProfiGrants which matches private philanthropy to non-biased research and

les programs that lead to recovery. The EXCELLENCE-funded project to adapt this approach to the United States Our donors and volunteers are an includes principal investigator Doug Ziedonis, MD at the University of Massachusetts intellectually and culturally rich team of Medical School, co-investigator Mary Olson, PhD, Jon Delma, PhD, and Dan Fisher, people who embody lived experience of MD, PhD in collaboration with Finnish developer Dr. Jaakko Seikkula. our current system of care, family members, Recovery means psychiatrists and other clinical professionals, a person is successful and satisfi ed in Replication tools will include clinical manuals, fi delity scales and training in

researchers, and philanthropists. les the living, working, learning, and social organizational change and psychosocial therapy and an implementation guide for new cultures and settings. Grants Profi & Funds environments of their choice. OUR CALL TO ACTION We were called to action in 2011 by the now inescapable evidence of the grave GRANT SOURCE: Bill Anthony General Research Fund harm that our modern prescribing practices AMOUNT: $200,000 are exacting on the health of both adults and children with mental health challenges.

A THREE-FOLD STRATEGY The problems and the answers are not simple ones 67% of participants and so we commit our funds and resources with 7 Main Principles for Open Dialogue both precision and diversity. forgo Immediate help without relapse at the Research - Grants from our General Research Fund Social network perspective and donor-advised funds drive research that is free 5-year marker. from the infl uence of the pharmaceutical industry Flexibility & mobility of treatment and aims to determine the optimum use of Responsibility prescription drugs and explore viable alternatives to medication. Psychological continuity Recovery program development - Tools that Tolerance of uncertainty provide real alternatives to medication are to be Dialogue & polyphony found and are in development in pockets of excellence around the world. Our donors support the growth and dissemination of effective recovery-oriented programs. Education - Recovery-oriented continuing education curricula, professional symposia, family education and support groups, community dialogues and educational fi lms are just some of the ways EXCELLENCE donors are changing the conversation and getting the expectation of recovery into the mainstream.

| 6 | FoundationFounda for Excellence in Mental Health Care Inaugural Report 2012-2013 | 7 | Mining the Treasure Trove Over the last 30 years, Dr. Martin Harrow, MD, Professor and Director (Retired) of the Department of at the University of Illinois College of Medicine, & Funds ProfiGrants has collected data from over 1,000 interviews from people who have lived les experience with mental illness. His research has been the basis for a number of papers revealing the effect of medications on those he interviewed, including Caring for children the most recent with Thomas H. Jobe, published by the Schizophrenia Bulletin Addressing what will likely prove to be one of the great moral failures of our in March 2013: time, the over-prescribing of psychotropic drugs to children, Drs. Michael Murphy and Lee Baer at Massachusetts General Hospital embarked on a two- Does Long-Term Treatment of Schizophrenia With step research project. Medications Facilitate Recovery? les They began by evaluating the proposed national quality standards for children’s Grants Profi & Funds mental health care and went on to articulate a stepped-care standard for Further analysis of the data will answer several questions to provide the basis treating depression and ADHD in children, including a critical review of existing for a series of important papers to better understand the long term effects of and potential evidence. anti-psychotics in the treatment of schizophrenia. Their results and conclusions have been accepted for publication by the Harvard Review of Psychiatry. GRANT SOURCE: Bill Anthony General Research Fund AMOUNT: $50,000 GRANT SOURCE: Bill Anthony General Research Fund AMOUNT: $35,830

| 8 | Foundation for Excellence in Mental Health Care Inaugural Report 2012-2013 | 9 | PJ Moynihan & Oryx Cohen, A Collaborative Pathway for People with Filmmakers Early Psychosis

Three-quarters of the way into their two-year grant period, Dr. Chris Gordon and his team at Advocates, Inc. in Framingham, Massachusetts report impressive & Funds ProfiGrants

les preliminary outcomes and a high level of satisfaction from everyone involved. Research data is being collected in partnership with the BU Center for Psychiatric Rehabilitation.

The Collaborative Pathway process engages young people at the start of their encounter with the mental health system to change their trajectory from disability and chronicity to recovery-oriented self-direction. The person in crisis is engaged

Healing Voices Film Fund les in a way that includes them and their support system in treatment decisions from Healing Voices is a narrative documentary currently in production. Healing Grants Profi & Funds the very start, using clear, everyday language to make decision-making accessible. Voices will chronicle the lives of a few people who experience mental health issues, extreme states, and/or trauma in real time, as well as featuring some foundational characters who have made incredible recoveries mostly by fi nding alternatives to our current . Making appearances in the fi lm will be many of the leaders of the consumer/survivor/ex-patient movement in mental health from around the country. Goal: $250,000

FUND TYPE: Donor-Advised Fund FUND ADVISORS: PJ Moynihan & Oryx Cohen

The Collaborative Pathway uses a recovery-oriented mobile crisis team to deliver services in the home whenever possible, avert unnecessary hospitalization and build on the person’s and family’s strengths and preferences. The model uses shared decision-making and informed choice about neuroleptic medications to apply “collaborative psychopharmacology” principles, honoring as an option the possibility of using little or no neuroleptic when that is the patient’s and family’s preference and opting for benzodiazepines for symptomatic relief of anxiety and insomnia, again if this is the person’s and family’s preference. Such neuroleptic delay or minimization has been demonstrated to result in no long-term negative consequences, allowing individuals and families time to collaborate on treatment decisions.

GRANT SOURCE: Bill Anthony General Research Fund AMOUNT: $103,908

| 10 | Foundation for Excellence in Mental Health Care InauguralInanauuggururalal ReportReepporort 2012-201320201212-2-201013 | 1111 | RxISK Fund

Drug side effects are now a leading & Funds ProfiGrants cause of death, disability, and illness. les Experts estimate that only 1–10% of “serious” adverse events (those causing hospitalization, disability, or death) are ever reported. Not to Voice-hearers support one another along the mention the millions of “medically mild” adverse drug events that occur journey of self-discovery and healing. each year — ones that compromise a les Gail Hornstein, PhD, Author & Researcher, Mt Holyoke person’s concentration, functioning, Grants Profi & Funds College and Jacqui Dillon, National Chair, Hearing Voices judgment, and ability to care. Network, England RxISK is the fi rst free, independent website where patients, doctors, and pharmacists can research prescription Hearing Voices Research drugs and easily report a drug side effect — identifying problems and & Development Fund possible solutions earlier than is For the past 25 years, the – an international currently happening. collaboration of professionals, people with lived experience, and their families and friends – has been working to develop an alternative approach to coping with voices, visions, and other extreme states that is empowering and useful and does not start from the assumption that people who have these experiences suffer from a chronic illness.

A large body of research data, published in major professional journals, Professor David Healy, MD, now provides support for key aspects of this approach, and the hundreds of peer-support groups that have developed in 20 countries around the world are Psychopharmacologist & Author enabling voice hearers – even those who have been chronically disabled – to EXCELLENCE Board Member Dr. David Healy is an learn to cope more effectively or rid themselves of the negative effects of their internationally respected psychiatrist, voices. These groups are now starting to spread across the US, but the lack of psychopharmacologist, scientist, and author. a systematic program for training potential facilitators and others interested in A professor of psychiatry in Wales, David studied incorporating the Network’s approach into their research or teaching is holding medicine in Dublin and at Cambridge University. back this effective, community-based psychosocial alternative to the current He is a former Secretary of the British Association for risky practice of large-dose, long-term treatment with neuroleptic drugs. Psychopharmacology, and has authored more than 150 peer-reviewed articles, 200 other pieces, and 20 books, including The Antidepressant Era and The Creation of FUND TYPE: Donor-Advised Fund Psychopharmacology from Harvard University Press, The FUND ADVISORS: Gail Hornstein, PhD & Jacqui Dillon Psychopharmacologists Volumes 1-3 and Let Them Eat Prozac from New York University Press, and Mania from Johns Hopkins University Press.

| 12 | Foundation for Excellence in Mental Health Care Inaugural Report 2012-2013 | 13 | Paul Fugelsang, Therapist Mother Bear: Families Social entrepreneur and seasoned therapist Paul Fugelsang is making his dream a reality for Mental Health Fund by opening an Incubator Fund with EXCELLENCE. Mother Bear embraces the values and the vision of the mental health recovery movement, pioneered by those with lived experience, which has repeatedly & Funds ProfiGrants

les demonstrated that recovery from even severe emotional states is not only possible, but should be expected.

Recovering Our Families Online Learning & Support les In partnership with Families Healing Together and

Grants Profi & Funds Family Outreach and Response of Toronto, Canada, Mother Bear staff supported the launch of an online learning and support community for anyone interested in growing their skills in recovery support.

Curriculum performance was evaluated by a research team at the University of Northern Colorado which found a signifi cant improvement in participants’ hopefulness toward recovery, mental health coping skills, and boundaries & role clarifi cation. Open Path Psychotherapy Collective Fund There are many people in need of mental health care who fi nd themselves in a bind: earning too much to qualify for government assistance and too little to “This course was so helpful for me. We had a very diffi cult start afford a weekly or even every-other-week session with a qualifi ed psychotherapist, to the fall with our daughter. She was going through a tough psychologist, or social worker. No more. Open Path Psychotherapy Collective is a period and needing some help around learning how to network of like-minded mental health clinicians dedicated to reaching those individuals and families who are falling through the cracks. The Collective, with the manage her powerful emotions. This course was extremely support of the Foundation for Excellence in Mental Health Care, matches helpful! participating clinicians with individuals in need of local, in-offi ce mental health care Firstly, by introducing Turnaround people, then by learning for a steeply reduced rate. about how to communicate in an effective manner and fi nally by developing clear boundaries in our home. Because of this Open Path Psychotherapy Collective bridges the invisible economic gulf between qualifi ed mental health professionals and the Americans who need them. we are now enjoying a beautiful new kind of relationship with Charitable contributions help maintain and grow the site and aid in recruiting and our daughter. Thank you!!” screening qualifi ed mental health clinicians and reaching the people in need of - Course participant care.

FUND TYPE: Incubator Fund FUND TYPE: Incubator Fund FUND ADVISOR: Lisbeth Riis-Cooper FUND ADVISOR: Paul Fugelsang, MA, LPC

| 14 | Foundation for Excellence in Mental Health Care Inaugural Report 2012-2013 | 15 | Dialogue is Dan Fisher, MD, PhD a deep conversation between people authentically Psychiatrist and author Dan Fisher is a person who has recovered and respectfully sharing in ways that generate new & Funds ProfiGrants

les from schizophrenia. He was hospitalized several times prior to meaning and new narratives in the present moment. becoming a psychiatrist. He is one of the few psychiatrists in the country who publicly discusses his recovery from mental illness. It is contrasted to monologue during which people rehearse their old, personal narratives without regard Dan is the founder and executive director of the National for others’ point of view. Open Dialogue and Empowerment Center and travels to all parts of the country to conduct workshops, give keynote addresses, teach classes, and emotionalCPR are examples of dialogical approaches. organize conferences for consumers/survivors, families, and mental health providers to promote recovery of people labeled with mental les illness by incorporating the principles of empowerment. Grants Profi & Funds

Recovery of Community Life through 2012-2013 GRANTS Dialogue Fund PROFESSIONAL The Recovery of Community Life through Dialogue Fund was established by the & COMMUNITY Dialogical Recovery Coalition “to create a society which nourishes the life force EDUCATION in each and every living being through dialogical relationships.” $849K eCPR and Intentional Peer Support are two of the core trainings offered by the Coalition. Intentional Peer Support provides a powerful framework for creating peer-to-peer relationships in which both people learn and grow together.

Emotional CPR (eCPR) is a public health education program designed to teach people to assist others through an emotional crisis by three simple steps: C = RESEARCH Connecting, P = emPowering, and R = Revitalizing. $87K

FUND TYPE: Donor-Advised Fund FUND ADVISORS: Dan Fisher, MD, PhD

RECOVERY PROGRAM DEVELOPMENT $305K

TOTAL GRANTS: $1,241,032

| 16 | Foundation for Excellence in Mental Health Care Inaugural Report 2012-2013 | 17 | A Family of Funds Funds By the end of 2013, EXCELLENCE had awarded $1.2M in grants throughth its family of • Recovery of Community Life through Dialogue Fund | Supports the development of

funds. the Dialogical Recovery Coalition, with a commitment to creating opportunity for Funds Funds dialogical practices throughout the U.S. Dr. Dan Fisher, MD, Advisor The Bill Anthony Generalal ResearchR Fund • Recovery Innovations Fund | Supports the expansion of Recovery Innovations centers. The General Research Fund has supportedsup the followingng projects: Eugene Johnson, MSW, Advisor • Collaborative Pathway Earlyarly PsychosisPsyc Project | Chrishris Gordon, MD, Boston University • CooperRiis Replication Fund | Supports the expansion of healing communities. Center for Psychiatric Rehabilitationhabilitation Don & Lisbeth Cooper, Advisors • Adapting the Open Dialogueogue ModelMode in the United States | DouDoug Ziedonis, MD, • Empathic Therapy Fund | Supports research, education, publications and conferences UMass Medical School that foster caring, respectful human relationships. Dr. Peter R. Breggin, MD, and Ginger Ross Breggin, Advisors • Evaluation of proposed national qualityqua standards for children’schildren mental health care | • Holistic Healing Fund | Established to support a long-term, multi-center, naturalistic study Michael Murphy, EdD, Massachusettsassachusetts GeneralG Hospital,al, and Lee Baer,B PhD, Harvard for the treatment of psychiatric conditions using conventional or integrative/holistic • Beginning analysis of his thirty years ofo data on the long-term useu and outcomes of models. Dr. Michael Gurevich, MD, Advisor antipsychoticsh for schizophreniahrenia | Martin Harrow, PhD,D, University of Illinois College of • International Society for Ethical Psychology and Psychiatry’s New Standard of Care Medicinee Fund | Supports projects which identify, study and promote safe, humane approaches to helping those with mental health disorders. Incubatortor FuFunds • American Association of Community Psychiatrists Fund | Will assist with innovative • Motherr Bear: FFamilies for Mentalntal Health | Its recovery educationducation anand support projects in community psychiatry. programsms are uniqueuni in providingg online coursecourses and peer support forfo family members, individualsuals and care providers to learnearn and share together inn a healing community. • Dorothea Dix Think Tank Fund | Created by Dr. Dean Brooks to support measures to Don & Lisbethisbeth CoopCooper, Advisors decriminalize mental illness. • Open Pathth PsychotherapyPsychother Collectivee | A network of like-mindednded mentmental health • Anatomy Fund | Established to support the distribution of Rober Whitaker’s book clinicians dedicatededicated to reachingrea individualsuals and famifamilies who canan neitheneither afford therapy to further professional and community dialogues on better sessions nor qualify for governmentgov aid. The CollectiveCollectiv matchess participatingparticip clinicians prescribing practices. with individualss in need of local,loc in-offi ce mental health care at a steeply reduced rate. • Libby Gentile Fund | Supports dual-diagnosis resesarch and programs. Larry Gentile, III, Paul Fugelsang, MA, LPC, AdvisAdvisor LLM, Advisor • LJF Fund | Focuses on research and programs in keeping with the Foundation’s mission. Donor-Advisedono Fundsnds • Dr. Paul J. Fink Fund | Supports a mentoring and education program for at-risk street • RxISK Fund | Collects andnd shares self-reportedself-re consumersumer datadat on prescriptionescriptio drug youth in Philadelphia before they encounter a trauma that can lead to mental illness and side effeceffects. Dr. David Healy,y, MD, Advisor violent crime. • National DialogueDialo Fund | Acts as the fi scal mmanager for philanthphilanthropic supportupport of local dialogues.alogues. • Hearinging Voices ResearchResea & Developmentment Fund | BringsBr the UK’s wewell-establishedblishe Foundation General Fund for Operational Expenses hearing voices peer supposupport infrastructure to the United States in conjconjunctionn witwith The General Fund for Operations keeps the core of EXCELLENCE thriving by covering staff payroll, research leded by Dr. Gail Hornstein,Hornst Professor off Psychology at Mt. HolyoHolyoke College,llege offi ce expenses and the costs of hosting symposia and conferences on emerging recovery practices. and Jacqui Dillon.llon. • Healing Voices Filmm Fund | A narrative documentarydo project,roject, chroniclingchro g the lives of people who experience mental health issues, extremee states,es, and tratrauma; it feafeatureses For more information on current EXCELLENCE funds and projects, somem who have made incredibleble recoveries, with cameosca by manyny leadeleaders of the please visit www.mentalhealthexcellence.org. consumer/survivor/ex-patientnsume movementment in mental health from aroundnd the ccountry.try. PJ Moynihan & Oryx Cohen, Advisors | 18 | Foundation for Excellence in MentalM Health Care Inaugural ReportRepo 2012-2013 | 19 | Investment Policy Financial Statement Highlights An investment team composed of EXCELLENCE Board members and experts from Ger- ber/Taylor and the Community Foundation of Western North Carolina provides con- SUMMARY OF CONSOLIDATED STATEMENT Investment & Financials sulting and recommendations on EXCELLENCE investment activities. Our capacity to OF FINANCIAL POSITION achieve our goals is directly tied to the preservation and growth of our fi nancial assets. December 31, 2013 The investment funds currently available to EXCELLENCE donors (beyond a money-mar- ket cash investment) are the CFWNC Multi-Manager Fund and the CFWNC Conserva- ASSETS $ tive Allocation Fund. Cash & Cash Equivalent 313,018 While each fund is accounted for separately, the assets of EXCELLENCE are pooled for Investments 735,984 investment purposes, yielding signifi cant economies of scale. Investment managers are Contributions receivable 103,150 charged with maintaining and increasing the infl ation-adjusted value of endowed funds Other assets 6,415

Investment & Financials Investment with the goal of meeting charitable disribution and grant-making needs. TOTAL ASSETS 1,158,567 SUMMARY OF CONSOLIDATED STATEMENT LIABILITIES OF ACTIVITIES Conservative Allocation Payables & accrued expenses 55,104 2011-2013 Emerging Markets INVESTMENT RETURNS Foreign Total credit cards 2,384 Equity 2.50% REVENUE & GAINS $ Total annualized rates of return 11.25% Other current liabilities 18,024 as of August 2013 Gifts, grants & contributions 3,978,896 Alternatives TOTAL LIABILITIES 75,512 30.00% Investment income (loss) 163,652 MULTI-MGR FUND BENCHMARK* Domestic 1 YEAR 15.9% 14.8% Equity NET ASSETS TOTAL REVENUE & GAINS 4,142,548 11.25% 3 YEARS 8.6% 8.8% Real Assets 2.00% Unrestricted 912,800 5 YEARS 11.6% 11.5% Temporarily restricted 170,255 GRANTS & OTHER EXPENSES *60% MSCI World, 40% BC AGG Global TOTAL NET ASSETS 1,158,567 Grants 775,459 Fixed Allocation Income 10.00% Fund expense & program services 1,851,591 30.00% Administrative expenses 771,890 FINANCE COMMITTEE MEMBERS TOTAL GRANTS & OTHER EXPENSES 3,338,940 Gina Nikkel, PhD, Oregon Multi-Manager Allocation Don Cooper, North Carolina Fran Silvestri, MBA, New Zealand International CHANGE IN NET ASSETS 959,499 Domestic Equity Tom Pyle, MBA, New Jersey Equity 17.0% NET ASSETS, BEGINNING 2012 123,556 Virgil Stucker, North Carolina 11.25%% Emerging NET ASSETS, END OF 2013 1,083,055 Markets 5.0% If you would like a copy of fi nancial statements Fixed Income audited by Carter, P.C., call EXCELLENCE’s main offi ce at 15.0% 503-816-5676. Our 990’s are available online at www.mentalhealthexcellence.org.

AlternativesAlte Real Assets 35.0% | 20 | Foundation for Excellence in Mental Health Care 7.0% Inaugural Report 2012-2013 | 21 | STAFF & VOLUNTEER LEADERSHIP

STAFF Mark D. Green, MD, Founding Member & VolunteerStaff Leadership Gina Firman Nikkel, PhD Christopher Gordon, MD, Founding Member President & CEO Associate Clinical Professor of Psychiatry, Harvard Medical School Dennis R. Jones Will Hall, MA, DiplPW, Founding Member Vice President, Chief Marketing & Development Offi cer Courtenay Harding, PhD, Adjunct Professor of Medical Psychology (Retired) Jessica van Diepen Dept of Psychiatry, College of Physicians and Surgeons, Columbia University Data & Communications Manager Professor of Psychiatry and Rehabilitation (Retired) Boston University Malea Vedack Gina Firman Nikkel, PhD, Founding Member Administrative Manager Robert E. Nikkel, MSW, Founding Member Clinical Associate Professor, Oregon Health & Science University Staff & Volunteer Leadership Staff & Volunteer BOARD OF DIRECTORS, 2011-2013 David Healy, MD, FRCPsych, Professor Virgil Stucker, Chair, Founding Member Cardiff University, Wales Executive Director, CooperRiis, Inc. Louisa Putnam, LPCC, LMT, Founding Member William Anthony, PhD, Vice Chair Professor Emeritus, Boston University Center for Psychiatric Rehabilitation Thomas H. Pyle, MBA, MS, CPRP Donald R. Cooper, Treasurer, Founding Member John D. Rockefeller, JD, MPH, DrPH, Founding Member Actuary, Retired Sandra Steingard, MD Fran Silvestri, MBA, Secretary Howard Center Medical Director Executive Director, International Institute for Mental Health Leadership Patricia L. Stern, MBA Bruce Abel, DSW, Founding Member Robert B. Whitaker, Founding Member Manager, LaneCare

Larry Abrams, JD, Founding Member SCIENTIFIC ADVISORY COMMITTEE Larry Davidson, PhD William Anthony, PhD, Professor Emeritus Professor of Pyschology, Yale University Boston University Center for Psychiatric Rehabilitation Lisa Dixon, MD, MPH, Professor Jack Bonner, III, MD, Emeritus Professor Columbia University Department of Psychiatry University of South Carolina, School of Medicine Daniel B. Fisher, MD, PhD Lee Combrinck-Graham, MD, Psychiatrist National Empowerment Center Judith Cook, PhD, Professor Lawrence Gentile, III, LLM University of Illinois, Chicago Assistant U.S. Attorney, Retired Daniel B. Fisher, MD, PhD John H. Gilmore, MD, Professor National Empowerment Center UNC School of Medicine Department of Pyschiatry Mark Foster, DO

| 22 | Foundation for Excellence in Mental Health Care Inaugural Report 2012-2013 | 23 | Family Practitioner Founder, Cocciolone Consulting Group LLC Courtenay Harding, PhD, Professor, Retired Dennis Kleidon Columbia College of Physicians and Surgeons President & CEO, Kleidon & Associates & VolunteerStaff Leadership David Healy, MD, FRCPsych, Professor Kurt Kleidon Cardiff University, Wales VP & General Manager, Kleidon & Associates Bonnie Kaplan, PhD, Researcher Rose Kleidon University of Calgary EVP, Kleidon & Associates Jeffrey R. Lacasse, PhD, Assistant Professor Greg Simoncini Florida State University Founder, Simoncini Strategies Matt Miller, MD, PhD, Researcher Sarah Weaver Harvard University President and Owner, Strategic Communications Robert Nikkel, MSW, Board Member Staff & Volunteer Leadership Staff & Volunteer Judith Pentz, MD, Assistant Professor DEVELOPMENT ADVISORY COMMITTEE University of New Mexico Thomas F. Updike, PhD, Chair David A. Pollack, MD, Professor Chief Vision Offi cer, Recovery Innovations, Inc. Oregon Health and Science University Lucinda Jewell Louisa Putnam, LPCC, LMT Chair, Depression and Bipolar Support Alliance EXCELLENCE Board Member Dennis R. Jones Tony Stanton, MD EXCELLENCE VP Psychiatrist John P. Nelson Sandra Steingard, MD Chairman, Silverstone Group Howard Center Medical Director Tom Papin Kenneth Thompson, MD, Associate Professor University of Pittsburgh Steven Schlussel, MBA President, Resource Energy Systems Sharon Young, PhD, Therapist Cooper Riis Community Programs Jeffrey Singer Co-Chairman, Segal McCambridge Singer & Mahoney, Ltd.

MARKETING STRATEGY COUNCIL Keith Cooley, Chair CEO, Principia LLC Dennis R. Jones EXCELLENCE VP John R. Cocciolone

| 24 | Foundation for Excellence in Mental Health Care Inaugural Report 2012-2013 | 25 | We are grateful for the support of our inaugural donors, 2011-2013

Bruce Abel, LCSW, DSW Lawrence Caplan Patricia T. Eddlemon Courtenay Harding*

Larry H. Abrams, JD Jim Cardillo Mr. & Mrs. Elliott Jill Harken and Ridge Hall Our Donors Arthur Ackerman Russell T. & Inga Carr Dr. and Mrs. Elmore Allyson Harkey Joel Adams Margery Carty Ms. Dorcas Epley Christopher Harper Helene Albert Neil Carty Mr. Hayes

Our Donors Seth Alcorn Children’s Medical Center, Washington D.C. Fabulous Obsession, Inc. David Healy, MD* Anna Allen Chris and Kelly Hope Foundation Thomas & Edith Fallon Hendersonville Community CO-OP Wendy Almasy Judy Cicale Jonathan Farmer Judy Ann Hendricks Anita Altman Christopher Coffi n Sonya Faulhaber Susan Herod American Assn of Community Psychiatrists Kari Cohen Kathy Feldman Karen Henneberry Ruth Anderson Richard B. & Janet Cohen Dr. Paul J. Fink High Country Truck and Van Leslie Anixter Amorena Collins Alice Finn Mary Hoermann Anna’s Hope Fund George & Ann Colony Dr. Daniel Fisher Dale Holl Anonymous Donors Jean Comeaux Barbara Ford Ronald Holt William Anthony Alex Comfort Ms. Lily Fortin Joyce Holzapfel Ronald & Marietta Archis Community Foundation of Western NC Annette Freeman Kathy Hopkins Arpeggio Salon, Inc. Lynette Conrad Michele French Agnes Howes Don* and Lisbeth Cooper Christopher Fugelsang Don & Julie Huneycutt Marian Baer CooperRiis, Inc. John Fugelsang Virginia G Hunneke Deborah Bagg Sarah Corley Paul Fugelsang Tom Hunnicutt Nelson Bailey Ann Couillard Lourdes Fuentes Ronald Hunt Elizabeth Barnwell Carolyn Crowder, PhD Kevin Hurley Felton & Robyn Bartlett Al Galves Cultural Co-Existence and Peace Cynthia Garza Elizabeth Batson Patricia A. Cutspec Intntl Society for Ethical Psychology Fran Bazany Gretchen Geerts & Psychiatry Beehive Resale, Inc. Alison Dailey Lawrence Gentile, III, LLM* Julie Bell Robin D’Amato Rosemarie Gerstenberger Cathy Jackson Krista Benz Sera Davidow John Gilmore, MD Mary Jaeger-Gale Jess Bernstein Shirley Davidson Jon Gleich Scott Jay Sarah Birckhead WHJ Davies Albert Gold Sandi Jeunesse Lynn Bleakney Rebecca Davis Chris Gordon, MD Janet Joens Tracy Bleakney Robyn K. Dean CI/CT Stephanie Gordon Carrie Johnson Ginny Bowling Jennifer Delinski John Gorham, II Drew Jones Branch Banking and Trust Company Francois & Rosamond Delori James Gottstein Holly Jones Brand New School Rita Dennis Steve Grant Deborah Jordan Kimberly Brewster Sarah Dennis Lynette Green Jacon Juntunen Anne Britton Diane Ives Consulting, Inc. Lori Greenberg Hendricks Justus, Jr. Ann Broadbent Charles Dickens Rebecca Greene Michael L. Gurevich, MD PC Kaplan Foundation Dr. Dean Brooks Brian Difeo Elaine Karas Laural Brown Lisa Dixon, MD, PhD Wilton E. Hall, III, MA Lynn Killian Rolla Bruner Dana Dore Shannon Hall Sandra L. Kingsbury Forrest Bugge Downes Charitable Fund Usama Hamdan Thayer Kingsbury Diane Burke Mathy Downing Hanger Hall School Karen Knickerbocker Michele Bryan Virginia Drews Elisabeth and Peter Hansel Amy Knight

*Board Member *Board Member

| 26 | Foundation for Excellence in Mental Health Care Inaugural Report 2012-2013 | 27 | Carolyn Joy Koesten Mr. and Mrs. K.M. Michalove Lori Ann Price Jane Stabler Marion Kolitwenzew Midwife for Your Life Providence Health Systems Janice Stacy Patt Kovach Alexis Miller Beatrice P. Prusiewicz Darren Staley Anemona Kuhlman Allison Miller Louisa Putnam, LPCC, LMT* Charlotte Stanley Our Donors Lezlie Kunkel Karen Miller Thomas & Barbara Putnam Sandra Steingard, MD* Nanette S. Miller Thomas H. Pyle, MBA, MS, CPRP* Patricia L. Stern, MBA* Johanna Lacoe Jesus Molina Alyse Stone Mr. & Mrs. Lane Susan Morgan Quarry Hill Fund Laura Stone Robert P. Lane Pollyanna Moriarty Recovery Innovations, Inc. Virgil Stucker* Our Donors Lansberg, Gersick & Assoc., LLC Barbara Morris Anne Reilly Lis Stucker Jane M. Larkin Jennider Moss Lynette Sutton Jennifer Lauzon Kaitlin Reingold Mountain Creek Mercantile Mike Riordan Teresa Sweeney Amy Leary Katie Myers Anne Lee Riordan Family Foundation Rachel Tankeresley Lori Leiter Linnea Nasman Charlotte Rivera Kelly Taylor Diane Lester National Empowerment Center Suzanne Robotti TD Bank Charitable Foundation Lightbalance Counseling Ministries Mary Newton James & Wendy Roche Liz Teska Gail Lincoln Shirley Nicholson Roberta Rogers Kasper Thomsen Christine Lively Gina Nikkel, PhD* Bridget Romero Emily Threlkeld Ellen Liversidge Robert E. Nikkel, MSW* Tami Ruckman Marek Tichy Oliver Lu Susan Nix Mr. & Mrs. James Rudisill Blake Tierney Tracy Lutz Karen Norman Lisa Rue Rachelle Tolwin Diane Lynch-Bartek Linda Nulsen Lydia Runnels Nicholas Tortola Timmy Rupeiks John Tosco David MacKay O3 Fusion Management, Inc. Christine Mackey Offi ce of Medical & Scientifi c Justice, Natalie Sadler James & Kris Ulland Ms. Nicola Mai Inc. Sam’s Club of Hendersonville Jessica van Diepen Mary Cade Mainwaring William O’Connell Sanctuary, Inc. Alison Vasan Malasada’s Books Jason O’Connor Jason Sandridge Garry Vickar Shanna Mandell Tammy Oler Bonnie Schell Barbara Volk Jean Martin Patricia Olson Jayne Schnaars Kaela Volkmer Tania Martin Oskar Blues Carolyn Schoeff Beth Martschink Sharon Owen Gail Schultz Peggy Wackerman Kimberly Mason Melissa Owens Karen Selig Jo Ellen Wade Lori Matuszak Susan Serna Brian Walsh Jennifer Maurer Alexandra Palay-Harned Janet Sharp Manfred & Christel Walter Toby Maurer Margaret Pankey Dale Sharp Beth Warren Carrie McClain Paige Panzner-Kozek Ken Shelton Jessica Warrick Rachael McCurdy Edmund & Bonnie Parker Don Shoemaker Richard Waxweiler Mary Jo McGuire Kate Patten Shucks Pearls from Yonderways Elizabeth Wayt Timothy R. McKee PBI, Inc. Sarita Sigmon Jill Weinberger Mary McLaughlin William Pekar Fran Silvestri, MBA* & Dr. Sue Hallwright Carol Ann Wells Stephanie McMahon Terri Pendleton Teji Singh Wells Financial Management Karen McNeill Judith Pentz, MD Hannah Smith Corinna West Anne McPherson Patrick Pettigrew Sarah Smith Robert B. Whitaker Kimberly Mason Jose Ignacio Pichardo Jeff Soowall Betsy White Sue Meyer Tomas & Izola Porter Erynn Sosinski Karl Whittington Brian Soto William Josef Foundation *Board Member Spinning Jenny Jennifer Williams

| 28 | Foundation for Excellence in Mental Health Care *Board Member Inaugural Report 2012-2013 | 29 | Warrene Williams Shayne Wilson Nancy Wolf Michael Wolfsohn Andrew Winter Kaiulani Winter Peter Wood Diana Woycheshin Our Donors Glen Young Martha L. Young

Janice Zaklukiewicz In Memorium: Dr. Dean Brooks, M.D. Stephen Zaklukiewicz Tabitha Zehms Dr. Dean Brooks established the Dorothea Dix Think Tank Karen Zelski Fund to seek ways to decriminalize mental illness. Dean served as fund advisor and consultant to the think tank members he had selected. These individuals were all friends and long-time advocates for better services for those with mental health challenges who have entered the criminal justice system and all too often end up populating our jails and prisons.

Dr. Brooks expressed great satisfaction with the dialogue that ensued from the Dorothea Dix Think Tank and would be pleased with its recent decision to move this effort into supporting the Saks Institute at the Gould School of Law at the University of Southern California.

Dr. Brooks was the Superintendent of Oregon State Hospital from 1955 to 1982, pioneering innovative treatments for the patients entrusted to his care, including music therapy, outdoor recreation programs and the Superintendent’s Council.

He served on national organizations of state hospitals and in church leadership. His support for the fi lming of “One Flew Over the Cuckoo’s Nest” made him famous nationally and he used this platform to further address the needs of people assigned to the care of large institutions.

Dean continued to be a powerful advocate for improving mental health services with a special interest in reversing the 30-year trend toward the criminalization of people with mental illness until his passing on May 30, 2013.

| 30 | Foundation for Excellence in Mental Health Care Inaugural Report 2012-2013 | 31 | We match the passion of private philanthropy with the world’s best researchers and programs to bring recovery practices to every community.