Performance Details

Department of Revenue - Mental Health Trust Operations

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Mission

The mission of the Alaska Mental Health Trust Authority is to administer the Alaska Mental Health Trust as a perpetual trust and to ensure a comprehensive and integrated mental health program to improve the lives of beneficiaries.

Core Services

• Spend Trust income to improve the lives and circumstances of Trust beneficiaries
• Provide leadership in advocacy and planning around beneficiary related issues
• Manage Trust cash and non-cash assets
• Ensure funding of a comprehensive integrated mental health program

Mission Results	Core Services
A: Beneficiary Quality of Life: Increase quality of life for Trust beneficiaries through Trust funding and partnering. Details >	A1: Spend Trust income to improve the lives and circumstances of Trust beneficiaries Details > TARGET #1: Report annually the total number of funded grants. TARGET #2: Report annually the total number of beneficiaries and family members served. TARGET #3: 60% of direct service projects will provide direct beneficiary improvement information.
Mission Results	Core Services
B: Systems Change: Create change in the beneficiary service system lasting beyond temporary Trust interventions and resources. Details >	B1: Provide leadership in advocacy and planning around beneficiary related issues Details > TARGET #1: Report major system changes related to beneficiaries in each focus area that are likely to continue beyond Trust funding.
Mission Results	Core Services
C: Cash & Non-cash Asset Development: Maximize payout in perpetuity. Details >	C1: Manage Trust cash and non-cash assets Details > TARGET #1: Report annual payout rate and maintain reserve balances @ 400% of payout to ensure beneficiary services despite market variations.
Mission Results	Core Services
D: Fulfill Mission: Ensure the Trust"s mission is fulfilled via strong stakeholder relations and efficient use of funds. Details >	D1: Ensure funding of a comprehensive integrated mental health program Details > TARGET #1: Report Trust agency expenditures as a % of total approved funding. TARGET #2: Report the percentage of Trust grant agreements processed in less than 30 days.

Performance Detail

Target #1: Report annually the total number of funded grants. Total Number of Trust Funded Grants Fiscal Year # Funded Grants FY 2025 150 -21.88% FY 2024 192 -2.04% FY 2023 196 +12.00% FY 2022 175 -11.17% Analysis of results and challenges: In FY2025, the Trust provided approximately $23,081,560 in funding that supported 150 Mental Health Trust Authority Authorized Receipt (MHTAAR) grants to state agencies and Authority Grants to community organizations. There was a notable decrease in the number of grants awarded from FY2024 to FY2025. The number of MHTAAR and Authority grants awarded over time will vary depending upon initiatives and proposals received, the funded amounts of individual grants, or the number of funded projects that transitioned to other funding sources. The overall number in FY2025 is within the expected ranges over time. Target Last Modified: 10/03/2025

Target #2: Report annually the total number of beneficiaries and family members served. Beneficiaries Served by Trust Projects Fiscal Year # Total Served # Beneficiaries # Outreach/Educ # Professionals Trained FY 2024 256,970 +66.52% 95,281 +39.17% 136,436 +96.88% 25,253 +52.53% FY 2023 154,320 -16.75% 68,465 -29.16% 69,299 +0.01% 16,556 -14.77% FY 2022 185,363 -24.76% 96,646 +22.30% 69,293 -54.30% 19,424 +77.70% FY 2021 246,368 +67.48% 79,022 +54.46% 151,632 +90.08% 10,931 -32.41% Analysis of results and challenges: For Trust projects that ended during FY2024, 95,281 beneficiaries and family members were served or impacted through MHTAAR and Authority Grant projects; an increase of 39.2 percent from FY2023, when 68,465 beneficiaries and family members were served or impacted through Trust-funded projects. There was a significant increase (96.9 percent in the number of individuals impacted through outreach and education projects, from 69,299 individuals during FY2023 to 136,436 in FY2024). During FY2023, the project that had the most significant number of individuals impacted through outreach and educational efforts was the Concussion Legacy Foundation (CLF), Inc."s CLF Patient Services Project Alaska Expansion. CLF Patient Services Project Alaska Expansion was an expansion of an extensive two-year public awareness campaign from FY2022 and FY2023 that aimed to elevate and standardize patient resource referral, diagnosis, and treatment options for concussion, post-concussion syndrome, and chronic traumatic encephalopathy. The number of individuals trained through Trust-funded projects increased by 52.5 percent from the previous year. In FY2023, 16,556 individuals were trained compared to 25,253 individuals trained during FY2024. Across all categories, the Trust saw an overall increase in the number of individuals served through Trust projects in FY2024 compared to previous years. When comparing these numbers, it is essential to note that the number of grants and types of funded projects vary each year, thus contributing to the variance in the number of individuals served. In total, 256,970 individuals received training, direct service, education, outreach, and/or were impacted through Trust-funded projects that ended during FY2024, an increase of 66.5 percent from FY2023. Target Last Modified: 11/07/2025

Target #3: 60% of direct service projects will provide direct beneficiary improvement information. % Direct Service Projects Reporting Outcomes Fiscal Year Authority Grants MHTAAR FY 2024 88.6 +18.13% 75 -12.49% FY 2023 75 -14.87% 85.7 -3.60% FY 2022 88.1 -9.55% 88.9 +27.00% FY 2021 97.4 -2.60% 70 -30.00% Analysis of results and challenges: Out of the 195 projects that ended in FY2024, 47 were categorized as Direct Service projects. Of these 47 projects (35 Authority Grants + 12 MHTAAR projects), 31 (88.6 percent) Authority Grant projects and 9 (75 percent) MHTAAR projects reported direct beneficiary improvements in quality of life. The percentage reporting improvements to beneficiaries" quality of life for grants ending in FY2024 was slightly lower for MHTAAR projects than in FY2023. However, for Authority Grants, we saw an 18.1 percent increase in projects reporting direct beneficiary improvements in quality of life. Overall, the majority (85.1 percent) of our grantees were able to report quality-of-life improvements that support the Trust"s need to provide data demonstrating how Trust funding impacts beneficiaries. As part of the grant agreement, performance measures are developed to assess each project"s impact and overall success. For all direct service projects, performance measures are included that request the grantee demonstrate and report beneficiary impacts on quality of life resulting from their project participation. We have obtained 100 percent compliance in the past (FY2019 and FY2020) from our grantees in the reporting of quality-of-life outcomes, and we will continue to encourage the inclusion of both qualitative and quantitative data that demonstrate beneficiary improvements in quality of life through participation in Trust-funded projects into the future. Target Last Modified: 11/07/2025

Target #1: Report major system changes related to beneficiaries in each focus area that are likely to continue beyond Trust funding. Number of systems changes likely to continue beyond Trust funding Fiscal Year # System Changes FY 2025 10 -33.33% FY 2024 15 -6.25% FY 2023 16 +60.00% FY 2022 10 -9.09% Analysis of results and challenges: In FY2025, the Trust, as an active participant, facilitator, or funder, engaged in or supported significant systems change-related activities. The Trust continued efforts to impact fragile systems that continued to experience significant challenges in workforce and financial sustainability. The Trust successfully advocated for many system changes and legislation that will have positive long-term impacts for Trust beneficiaries. Ten system changes, including those in Trust focus and priority initiative areas and non-focus area-related efforts, were reported for FY2025. The Trust"s efforts, in collaboration with the Departments of Health and Family and Community Services, led to the publishing of the publishing of the statutorily required Comprehensive Integrated Mental Health Program Plan for FY2025-2029 in the Fall of 2024. Additionally, efforts resulted in the creation of a visually interactive dashboard to track Alaska Scorecard indicators. Changes ranged from implementation and monitoring of the Comprehensive Integrated Mental Health Program Plan to supporting children and youth through the support of the Alaska Infant Learning Program to the support, to educating the public and policy makers on beneficiary needs. Workforce development activities included supporting training for behavioral health providers at the University of Alaska Anchorage. The Trust worked with the Division of Senior and Disabilities services to improve care coordination in home and community-based services. In conjunction with partners, the Trust"s activities included continuing to build infrastructure supporting behavioral health crisis response and stabilization across the state through technical assistance, capacity building, and the development of a behavioral health crisis provider guide. Target Last Modified: 11/07/2025

Target #1: Report annual payout rate and maintain reserve balances @ 400% of payout to ensure beneficiary services despite market variations. Budget Reserve Balance (as % total payout) at Year End Fiscal Year % of Payout FY 2025 375% FY 2024 315% FY 2023 344% FY 2022 373% Analysis of results and challenges: To support the Trust`s mission of serving beneficiaries, the Trust draws its revenue from its Mental Health Trust earnings reserve accounts. The amount to withdraw is based on a four-year average of the year-end asset value of the Mental Health Trust principal and earnings accounts. 4.25 percent of that average is withdrawn. In FY2025, the Trust revenue, based on the percent of market value (POMV), was $32,411,700. It was calculated from the average of FY2021 through FY2024 year-end asset values. Effective for the Trust`s FY2027 budget, the board of trustees approved an increase to a 4.5 percent payout rate in May 2025. To ensure sufficient funds are available to help support beneficiary needs should financial markets suffer a significant and prolonged decline, the Trust targets an available earnings reserve balance of four times or 400 percent, of the current fiscal year"s POMV distribution. The numbers presented are based on audited financial information. The Trust ended FY2025 with available statutory budget reserves above the target, after adjustments to reflect Trustee authorized spending. Market performance and the sale of two commercial real estate properties contributed to the increase. * Starting in FY2025, this reserve calculation includes the withdrawal to fund the following fiscal year. Target Last Modified: 11/07/2025

Target #1: Report Trust agency expenditures as a % of total approved funding. Trust Agency Expenditures as % of Total Approved Funding Fiscal Year % Total Approved Funding Trust Agency Expense Total Approved Funding FY 2025 12.06% $4,790,189 $39,714,700 FY 2024 10.66% $4,178,132 $39,192,600 FY 2023 11.27% $4,002,781 $35,521,900 FY 2022 11.33% $3,891,971 $34,364,900 Analysis of results and challenges: The Trust Authority monitors its direct deployment of resources for beneficiary support, and its agency work on mental health policy, planning, and administration of the Trust. This metric measures total agency expenditures occurring over the fiscal year relative to the total approved Trust Authority budget. The Trust Authority"s FY2025 agency expenses were 12.06 percent of the total FY2025 budget authorized to support Trust activities. Agency expenditures were 7 percent below projections due to cost reductions attributed to staff vacancies throughout the year. Target Last Modified: 10/03/2025

Target #2: Report the percentage of Trust grant agreements processed in less than 30 days. % Trust grant agreements processed in < 30 days Year % < 30 days 2025 100% 2024 98.9% 2023 98.9% 2022 99.4% Analysis of results and challenges: Approximately 150 Authority Grant agreements were completed and executed in FY2025, of which 100 percent (150) of the projects were executed within the 30-day target. For FY2025, the percentage of projects completed and executed in under 30 days after approval did increase compared to FY2023. This is within the expected range of variation. Trust grants staff engage in ongoing process improvement activities to streamline the grants administration process to reduce any barriers to timely execution. In exploring the root cause of the delay, the variation in the percentage of grant agreements processed from year to year continues to be attributed to the readiness of grantees to initiate their projects after Trustee approval. Target Last Modified: 10/03/2025

Last refreshed: 03/13/2026 05:00 pm