2023-08-14T18:59:45-05:00 2022-09-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2021-10-01 850254535 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC INTE 5207211887 PO BOX 86537 TUCSON AZ 85754 JAMES L VITT CFO 5207211887 2023-08-11 1 JAMES VITT 999009999 KELLY L MELTZER CPA P00633511 5203214600 2023-08-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROSE LOPEZ PO BOX 86537 TUCSON AZ 85754 30480555 0 X INTERMOUNTAINCENTERS.ORG X 1973 AZ PROVIDING OUTPATIENT CLINIC AND SUPPORT SERVICES TO AT-RISK POPULATIONS. 12 12 462 13 344850 0 2306978 4667347 25273029 25794539 72651 18669 317205 0 27969863 30480555 510233 713700 0 0 15281156 16356942 0 0 228532 11659714 12521628 27451103 29592270 518760 888285 7187558 8467081 5898124 6289362 1289434 2177719 X INTERMOUNTAIN PROVIDES THE HIGHEST QUALITY, EVIDENCE-BASED HEALTH AND HUMAN SERVICES TO FACILITATE SELF-SUFFICIENCY FOR INDIVIDUALS IN THEIR OWN COMMUNITIES AND CULTURAL CONTEXTS. INTERMOUNTAIN STRIVES TO BE A MODEL FOR HEALTH AND HUMAN SERVICE ORGANIZATIONS. 0 0 8062751 713700 3325696 THROUGH BEHAVIORAL HEALTH COMMUNITY SERVICES, CHILDREN, ADOLESCENTS AND ADULT MEMBERS INCREASE DAY-TO-DAY FUNCTIONALITY AND ARE ABLE TO LIVE SUCCESSFULLY IN A MORE STABLE ENVIRONMENT AT HOME AND IN THEIR COMMUNITY. INTERMOUNTAIN IS DESIGNATED AS A CARE COORDINATION AGENCY AND PROVIDES PSYCHIATRIC, CRISIS AND SPECIALTY SERVICES. CLINICAL SERVICES INCLUDE BEHAVIORAL INTERVENTIONS AND TRAUMA-SPECIFIC INTERVENTIONS. OUTPATIENT AND IN-HOME SERVICES INCLUDE BEHAVIORAL TREATMENT PLANNING, 24-HOUR CRISIS RESPONSE, PARENT AND CAREGIVER EDUCATION, LIFE-SKILL TRAINING, AND INDIVIDUAL, FAMILY AND GROUP COUNSELING. 6442286 5350573 THE FOSTER CARE PROGRAM PROVIDES SPECIALIZED FOSTER CARE TO MEMBERS THAT HAVE HEIGHTENED EMOTIONAL AND BEHAVIORAL NEEDS. IN MANY CASES THESE MEMBERS REQUIRE UNIQUE PARENTING SKILLS RELATING TO STABILITY AND SAFETY. PARENTS IN THESE FOSTER HOMES PROVIDE STRUCTURED, NURTURING SUPPORT AIMED AT TEACHING THE MEMBER HOW TO BE PART OF A HEALTHY FAMILY UNIT. THIS HELPS THE MEMBER EXPERIENCE SUCCESS ACADEMICALLY AND IN THE COMMUNITY. THE GOAL OF THIS PROGRAM IS TO TRANSITION MEMBERS INTO A PERMANENT SETTING IN A HEALTHY AND THERAPEUTIC MANNER. 5246739 5805458 THE DEVELOPMENTAL DISABILITIES/INTELLECTUAL DISABILITIES PROGRAM SERVES CHILDREN AND ADULTS IN GROUPS HOMES, DEVELOPMENTAL HOMES, DAY TREATMENT AND TRAINING PROGRAMS, AND IN THE INTERMOUNTAIN ACADEMY. MEMBERS IN GROUP AND DEVELOPMENTAL HOMES RECEIVE SERVICES FROM FAMILIAR STAFF WHO PROVIDE UNIQUE SUPPORT TO EACH MEMBER. THE INTERMOUNTAIN ACADEMY IS A SCHOOL THAT SUPPORTS MEMBERS WITH AUTISM (GRADES K-12) WITH A PROVISION OF MEASURABLE ACADEMIC ACHIEVEMENT FOLLOWING AN APPLIED BEHAVIORAL (ABA) MODEL. THE EDUCATION EACH STUDENT RECEIVES BUILDS UPON EACH MEMBER'S STRENGTHS AND NEEDS. 4129962 2871681 THE RESIDENTIAL PROGRAM OFFERS A VARIETY OF TEMPORARY RESIDENTIAL SETTINGS FOR YOUTH AND ADULTS IN TRANSITION. OUR PROGRAMS ARE STRENGTH AND COMMUNITY BASED, SUPPORTING THE INDIVIDUAL ABILITIES OF EACH MEMBER. GROUP HOMES ARE INTENSIVELY STAFFED WITH PERSONNEL WHO NOT ONLY PROVIDE EXTENSIVE AND THOROUGH SUPERVISION, BUT ALSO HELP TEACH MEMBERS THE SKILLS NECESSARY TO ACHIEVE THEIR OWN LEVEL OF INDEPENDENCE. LEARNED SKILLS RANGE FROM NAVIGATING PUBLIC TRANSPORTATION TO CREATING A COMMUNITY OF SUPPORT AND SEARCHING FOR EMPLOYMENT. THE GOAL OF OUR RESIDENTIAL PROGRAMS DIFFERS DEPENDING ON THE NEEDS OF THE MEMBER, BUT ALL EXPECTED ARE TO CREATE A POSITIVE IMPACT ON THE MEMBERS' LIVES. 8096281 INTERMOUNTAIN PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO ITS ELEVEN RELATED ENTITIES IN ORDER TO EFFICIENTLY AND ECONOMICALLY SHARE RESOURCES. SERVICES PROVIDED INCLUDE EXECUTIVE LEADERSHIP, COMPLIANCE, ACCOUNTING, HUMAN RESOURCES AND INFORMATION TECHNOLOGY. 4129962 10967962 23881738 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 87 0 1 462 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X JAMES L VITT CFO 5207211887 401 N BONITA AVENUE TUCSON AZ 85745 ROSE LOPEZ PRESIDENT & CEO 40.00 4.50 X 360478 0 6561 CRAIG NORRIS COO 40.00 2.50 X 240000 0 981 DR WILLIAM RUBY CMO 40.00 1.50 X 209714 0 3661 JIM VITT CFO 40.00 4.50 X 158703 0 11151 SHARON NORTHERN CHIEF HR OFFICER 40.00 X 125546 0 7356 STEVE SPARKS EVP BUSINESS DEVELOPMENT 40.00 X 122940 0 6916 AMY CUE VP CLINICAL OPERATIONS CENTRAL REGION 40.00 X 122518 0 6916 JESSICA REESE CHIEF CLINICAL OFFICER 40.00 X 120243 0 1278 PAUL O'ROURKE VP DEVELOPMENT & COMMUNICATIONS 40.00 X 115303 0 981 BRET GILES DIRECTOR 1.00 X 0 0 0 HEATHER M MCGEE DIRECTOR AS OF AUG 2022 1.00 X 0 0 0 JOSEPH A GENTRY DIRECTOR 1.00 X 0 0 0 TAMMY Y KASTRE MD DIRECTOR AS OF MAY 2022 1.00 0.50 X 0 0 0 MARYANN PENZCAR DIRECTOR AS OF MAY 2022 1.00 X 0 0 0 LEONARD NEHRMEYER DIRECTOR THRU JAN 2022 1.00 0.50 X 0 0 0 JAMES SAKRISON JD DIRECTOR 1.00 X 0 0 0 GINAMARIE K SPENCER DIRECTOR 1.00 X 0 0 0 PATRICIA TREEFUL DIRECTOR 1.00 0.50 X 0 0 0 BRANDT HAZEN CHAIRMAN OF THE BOARD 1.00 4.00 X X 0 0 0 BRETT RUSTAND VICE CHAIRMAN 1.00 4.00 X X 0 0 0 MIMI COOMLER SECRETARY 1.00 3.50 X X 0 0 0 GREG BRYSON TREASURER 1.00 4.00 X X 0 0 0 1575445 0 45801 15 0 1 0 NEXTGEN 18111 VAN KARMAN AVENUE SUITE 800 IRVINE CA 92612 IT SERVICES 765266 SOFTCHOICE 16609 COLLECTION CENTER DRIVE CHICAGO IL 60693 IT SERVICES 175567 MILLER'S FINAL FINISH 9825 E CREEK STREET TUCSON AZ 87530 CONSTRUCTION 173765 3 4362676 304671 4667347 MANAGEMENT FEES 561000 8441131 8096281 344850 DD AND ID SERVICES 624100 5805458 5805458 SPECIALIZED FOSTER CARE 624100 5350573 5350573 COMMUNITY BEHAVIORAL HEALTH 621400 3325696 3325696 RESIDENTIAL BEHAVIORAL HEALTH 623990 2871681 2871681 25794539 6060 6060 12609 0 12609 12609 12609 30480555 25449689 344850 18669 X 713700 713700 1283660 1283660 12450531 10350653 1991629 108249 287240 235181 51704 355 1345975 1126402 217872 1701 989536 755226 226388 7922 33415 33415 336752 793 335959 5506607 5049375 441457 15775 181634 6502 97442 77690 880868 683385 190732 6751 1940725 1717928 222200 597 2011758 1860376 151382 415642 364637 42138 8867 94665 56004 38661 6862 6240 622 134619 60135 73859 625 499772 418535 81237 SUPPLIES 303594 301976 1618 CLIENT EXPENSES 92822 92797 25 BAD DEBTS 81893 81893 29592270 23881738 5482000 228532 178550 125952 2148212 2595962 3176798 2568962 224996 369048 4393090 3705800 392821 687290 1066181 2119867 7187558 8467081 1929256 2040681 925512 1319553 7510 7456 892235 46730 2143611 2874942 5898124 6289362 X 1280344 2168629 9090 9090 1289434 2177719 7187558 8467081 888285 0 X 0 1 X 1 1 1 X 2888301 1548212 2793325 2306978 4667347 14204163 12102092 18618096 21073691 25260992 25449689 102504560 14990393 20166308 23867016 27567970 30117036 116708723 0 4250701 6154325 6565976 16971002 4250701 6154325 6565976 16971002 99737721 353 10102 56447 67851 6060 140813 353 10102 56447 67851 6060 140813 995409 995409 15986155 20176410 23923463 27635821 30123096 117844945 0.84630 0.89320 0.00120 0.00120 X FORM 990, SCHEDULE A, PART III: THE ORGANIZATION FILED A SHORT PERIOD RETURN FOR THE 3 MONTHS ENDED SEPTEMBER 30, 2019 IN ORDER TO CHANGE ITS FISCAL YEAR END. COLUMN (B) INCLUDES INFORMATION FOR THE 12 MONTHS ENDED JUNE 30, 2019 AS WELL AS THE 3 MONTHS ENDED SEPTEMBER 30, 2019 FOR A TOTAL OF 15 MONTHS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 875899 556356 319543 2455778 2324629 131149 1061413 824815 236598 687290 DEPOSITS 36247 DUE FROM AFFILIATES 1127508 INVESTMENT IN CAPTIVE INSURANCE 556112 INVESTMENT IN AZCARES ACO LLC 400000 2119867 DUE TO AFFILIATES 2874942 2874942 X PART IV, LINE 2B: ICHD IS THE CUSTODIAN FOR FUNDS FOR RESIDENTIAL CLIENTS. THESE FUNDS ARE MAINTAINED IN A SEPARATE ACCOUNT. PART X, LINE 2: THE ORGANIZATION IS INCLUDED IN AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2022. THE TEXT OF THE ASC 740 FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS IS AS FOLLOWS: CPBS AND CPIH ARE TAXED AS C CORPORATIONS UNDER FEDERAL AND ARIZONA INCOME TAX LAWS. AS A SINGLE MEMBER LLC, AACT IS DISREGARDED FOR INCOME TAX PURPOSES AND INCLUDED ON THE TAX RETURNS OF ITS SOLE MEMBER, CPIH. CPSA IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND QUALIFIES AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). ICHD, IHC, CHF, BCS, PHC, MHRI AND SA ARE EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND QUALIFY AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). IN ADDITION, IAT AND IFC ARE DISREGARDED FOR INCOME TAX PURPOSES AND ARE INCLUDED ON THE TAX-EXEMPT ORGANIZATION RETURNS OF THEIR SOLE MEMBER, ICHD. CPI IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND QUALIFIES AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) AS A TYPE II SUPPORTING ORGANIZATION. CPI IS THE SOLE MEMBER OF CPCC AND CBHP AND THEREFORE THESE DISREGARDED ENTITIES ARE INCLUDED ON THE TAX-EXEMPT ORGANIZATION RETURNS OF CPI. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE TAX-EXEMPT PURPOSES OF ENTITIES EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FURTHER, FROM TIME TO TIME, THESE ENTITIES MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSES, IF THEY OCCUR. 1 INTERMOUNTAIN FOUNDATION PO BOX 86537 TUCSON AZ 85754 311655066 501(C)(3) 700000 0 PROGRAM SUPPORT 1 0 PART I, LINE 2: A CONTRIBUTION WAS MADE TO INTERMOUNTAIN FOUNDATION, OF WHICH INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT IS THE SOLE MEMBER. X X 0 0 0 0 0 0 0 0 0 ROSE LOPEZ PRESIDENT & CEO 360478 0 0 0 0 0 750 0 5811 0 367039 0 0 0 CRAIG NORRIS COO 240000 0 0 0 0 0 750 0 231 0 240981 0 0 0 DR WILLIAM RUBY CMO 209714 0 0 0 0 0 750 0 2911 0 213375 0 0 0 JIM VITT CFO 158703 0 0 0 0 0 750 0 10401 0 169854 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA USING INFORMATION PROVIDED BY THE ORGANIZATION'S ACCOUNTING STAFF. THE FORM 990 IS REVIEWED BY THE BOARD TREASURER AND THE CFO AFTER FILING AND IS THEN PRESENTED TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AS PART OF ITS HUMAN RESOURCES POLICIES AND PROCEDURES HANDBOOK THAT COVERS ALL EMPLOYEES. EMPLOYEES ARE RESPONSIBLE FOR FILING A WRITTEN DISCLOSURE OF ANY INTERESTS AND FOR ABIDING BY THE DECISION OF THE CEO OR DESIGNEE REGARDING THE EXISTENCE OF ANY CONFLICT OF INTEREST. A POTENTIAL CONFLICT OF INTEREST INVOLVING THE CEO WILL BE REFERRED TO THE BOARD OF DIRECTORS FOR RESOLUTION. THE ORGANIZATION ALSO HAS A CONFLICT OF INTEREST POLICY INVOLVING BOARD MEMBERS. EACH BOARD MEMBER SHALL SUBMIT AN ANNUAL DISCLOSURE STATEMENT THAT CONTAINS ACCURATE AND COMPLETE INFORMATION REGARDING ANY DIRECT OR INDIRECT TRANSACTIONS OR RELATIONSHIPS BETWEEN THE BOARD MEMBER AND THE CORPORATION AND ANY PROVIDER THAT PROVIDES SERVICES TO THE CORPORATION. ALL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE BOARD'S LEGAL COMMITTEE AND, SHOULD A CONFLICT OF INTEREST BE DETERMINED, THE BOARD CHAIR IS NOTIFIED AND THE BOARD MEMBER IS INFORMED. NO BOARD MEMBER SHALL PARTICIPATE IN ANY DELIBERATION OR VOTE OF THE BOARD OF DIRECTORS REGARDING A TRANSACTION OR ISSUE IN WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S CEO AND OTHER OFFICERS OR KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF DIRECTORS WILL PROVIDE THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 5,049,375. MANAGEMENT AND GENERAL EXPENSES 441,457. FUNDRAISING EXPENSES 15,775. TOTAL EXPENSES 5,506,607. INTERMOUNTAIN FOSTER CARE LLC PO BOX 86537 TUCSON AZ 85754 853037795 HOUSING REGULAR FOSTER CARE PROGRAMS OF INTERMOUNTAIN AZ 1105308 6522 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC INTERMOUNTAIN ACADEMY OF TUCSON LLC PO BOX 86537 TUCSON AZ 85754 850901362 HOUSING THE INTERMOUNTAIN ACADEMY AZ 3098447 6155 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC INTERMOUNTAIN HEALTH CENTER INC PO BOX 86537 TUCSON AZ 85754 421582826 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC 1 CATALINA HOUSING FOUNDATION INC PO BOX 86537 TUCSON AZ 85754 860983490 HOUSING FACILITIES AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC 1 BEHAVIORAL CONSULTATION SERVICES INC PO BOX 86537 TUCSON AZ 85754 812107532 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC 1 INTERMOUNTAIN FOUNDATION PO BOX 86537 TUCSON AZ 85754 311655066 SUPPORT THE PROVISION OF QUALITY HEALTHCARE AZ 501(C)(3) LINE 12A, I INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC 1 PINAL HISPANIC COUNCIL PO BOX 86537 TUCSON AZ 85754 860585274 SUBSTANCE ABUSE COUNSELING AND DRUG PREVENTION AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC 1 COMMUNITY PARTNERS INC PO BOX 86537 TUCSON AZ 85754 463153400 SUPPORT THE PROVISION OF QUALITY HEALTHCARE AZ 501(C)(3) LINE 12B, II INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC 1 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC PO BOX 86537 TUCSON AZ 85754 860792518 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 7 COMMUNITY PARTNERS INC 0 SONRISA APARTMENTS INC PO BOX 86537 TUCSON AZ 85754 270326025 MULTI-FAMILY HOUSING FOR PERSONS WITH SERIOUS MENTAL ILLNESS AZ 501(C)(3) LINE 10 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC 0 MENTAL HEALTH RESOURCES INC PO BOX 86537 TUCSON AZ 85754 860277999 RE-ENTRY HOUSING FACILITIES AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC 0 AZCARES ACO LLC PO BOX 86537 TUCSON AZ 85754 880628030 FACILITATE HEALTH CARE DELIVERY AZ INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC RELATED 0 1 0.50000 COMMUNITY PARTNERS BUSINESS SOLUTIONS INC PO BOX 86537 TUCSON AZ 85754 474059264 FOOD AND EVS SERVICES AZ COMMUNITY PARTNERS INC C 0 COMMUNITY PARTNERS INTEGRATED HEALTHCARE INC PO BOX 86537 TUCSON AZ 85754 464971292 INTEGRATED BEHAVIORAL AND PHYSICAL HEALTH SERVICES AZ COMMUNITY PARTNERS INC C 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 INTERMOUNTAIN FOUNDATION B 700000 FMV INTERMOUNTAIN FOUNDATION K 568068 FMV INTERMOUNTAIN FOUNDATION Q 84072 ACTUAL AMOUNT CATALINA HOUSING FOUNDATION INC Q 46206 ACTUAL AMOUNT BEHAVIORAL CONSULTATION SERVICES INC L 89975 FMV COMMUNITY PARTNERS INC L 7027200 FMV INTERMOUNTAIN HEALTH CENTER INC L 704214 FMV PINAL HISPANIC COUNCIL INC L 619742 FMV MENTAL HEALTH RESOURCES INC L 191508 FMV