2023-08-09T12:33:57-05:00 2022-09-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2021-10-01 866037149 THE NARBHA INSTITUTE INC NARB 9282338667 616 N BEAVER STREET FLAGSTAFF AZ 86001 MARY JO GREGORY CHIEF EXECUTIVE OFFICER 9282338667 2023-08-08 1 MARY JO GREGORY 999009999 AMY A O'LOUGHLIN P00869687 6022646835 2023-08-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARY JO GREGORY 616 N BEAVER STREET FLAGSTAFF AZ 86001 10538708 0 X WWW.NARBHAINSTITUTE.ORG X 1967 AZ MEDICAID MANAGED CARE SUBCONTRACTOR, SUPPORTED HOUSING, BEHAVIORAL CARE VIA AFFILIATE 4 2 12 2 0 0 3367373 3805583 6910967 4201903 1105898 745715 557 0 11384795 8753201 7232628 4024170 0 0 2005908 2223252 0 0 0 2286381 2518506 11524917 8765928 -140122 -12727 73143393 66577625 1216818 773529 71926575 65804096 X SERVE MEDICAID MANAGED CARE SUBCONTRACT, SUPPORTED HOUSING FOR MENTALLY ILL, CONVENER/SUPPORTER IN HEALTH/SOCIAL DETERMINANTS. DRIVE IMPROVED MENTAL HEALTH OUTCOMES FOR VULNERABLE POPULATIONS VIA AFFILIATED AGENCY PROVIDING OUTPATIENT, INPATIENT & RESIDENTIAL SVS. 0 0 4211153 3004803 1817582 THE NARBHA INSTITUTE'S LARGEST PROGRAM IS ITS PROVISION OF SERVICES, SUPPORT AND GRANTS TO HEALTHCARE PROVIDERS WHO SERVE PRIMARILY MEDICAID BENIFICIARIES AND INDIGENT POPULATIONS. THIS INCLUDES GRANTS TO SUCH ORGANIZATIONS TO ACHIEVE HEALTH AND HEALTH RELATED SOCIAL OUTCOMES SUCH AS EMPLOYMENT, MEDICAID ELIGIBILITY COMPLIANCE, TIMELY MENTAL HEALTH ASSESSMENTS, PAITIENT SATISFACTION, HOUSING, CRIMINIAL JUSTICE COORDINATION AND CULTURALLY-COMPETENT SERVICES. 1603160 906367 2287793 EFFECTIVE AUGUST 27, 2018, THE NARBHA INSTITUTE ENTERED INTO AN AFFILIATION AGREEMENT WITH THE GUIDANCE CENTER (TGC), A SEPARATE 501(C)(3) ORGANIZATION, IN WHICH NARBHA BECAME ITS SOLE MEMBER. THERE IS A SEPARATE BOARD TO OVERSEE MANAGEMNET OF TGC. THE GUIDANCE CENTER PROVIDES INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH SERVICES IN THE FLAGSTAFF REGION. UNDER THE AFFILIATION AGREEMENTS, NARBHA PROVIDES SUBSTANTIAL FINANCIAL AND IN-KIND SUPPORT AND APPOINTS A MAJORITY OF ITS GOVERNING BOARD. 514530 96528 THROUGH A DISREGARDED ENTITY (WELL NORTH COMMUNITIES LLC), THE NARBHA INTITUTE PROVIDES PERMANENT SUPPORTED HOUSING TO APPROXIMATELY 40 INDIVIDUALS AND FAMILILES LIVING WITH SERIOUS MENTAL ILLNESS IN NORTHERN ARIZONA. TENANTS PAY AN INCOME-ADJUSTED PORTION OF RENT (WHICH IS OFTEN ZERO) AND RESIDE IN APARTMENTS PURCHSED WITH FUNDING FROM THE ARIZONA DEPARTMENT OF HEALTH SERIVCES. WHILE NOT LISTED ON THE FINANCIAL STATEMENTS AS AN EXPENSE, THE OPPORTUNITY COST OF THESE HEAVILY DESCOUNTED RENTS IS OVER $244,000 PER YEAR EXCLUDING UTILITIES, BASED ON HUD AND SURVEY DATA. 162402 113000 THE SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE (SEDI) IS A RELATED ORGANIZATION THAT FILES A SEPARATE FORM 990. SEDI PROVIDES ECONOMIC DEVELOPMENT SERVICES RELATED TO THE NARBHA INSTITUTE'S MISSION TO PROMOTE EMPLOYMENT AS A KEY SOCIAL DETERMINANT OF HEALTH. 162402 113000 6491245 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 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 0 0 0 1 30 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DENISE TAYLOR 9282338667 616 N BEAVER STREET FLAGSTAFF AZ 86001 MARY JO GREGORY PRESIDENT & CEO 47.00 X X 568443 0 25613 JAMES DYKES DIRECTOR & VP 01/2020 4.00 X X 0 0 0 CELESTE IRONS DIRECTOR 2.00 X 0 0 0 VINCENT BERKLEY DIRECTOR 2.00 X 19000 0 0 MICHAEL KUZMIN TNI-CFO 20.00 X 281082 0 17928 JON PEREZ VP WNC LIVABLE COMMUNITIES 40.00 X 196583 0 25829 NATHAN JONES GENERAL COUNSEL 20.00 X 232475 0 13038 TERESA BERTSCH TNI VP MEDICAL OPERATIONS 12.00 X 367099 0 25614 LAUREN LAUDER TNI VP PATIENT SVCS 2.00 X 325710 0 42906 JUDITH MARFECHUK CHIEF ACCOUNTING OFFICER 34.00 X 195497 0 13466 DEVON FORREST TNI DIRECTOR OF SUPPORT SVCS 1.00 X 139508 0 0 2325397 0 164394 9 0 1 0 STRATEGIC HEALTH ADVISORS INC 90 DORNOCH WAY COTO DE CAZA CA 92679 CONSULTING 195000 LINE OF FLIGHT-DANIEL COWAN 124 BUENA VISTA DR RINGWOOD NJ 07456 FILM MAKING 139560 2 3805583 3805583 GUIDANCE CENTER INC 621400 2287793 2287793 CONSULTING INCOME 541610 1175000 1175000 RENTAL INCOME 531110 739110 739110 4201903 554930 554930 1976292 1785507 190785 190785 190785 8753201 4201903 0 745715 X 4024170 4024170 1274636 387814 886822 764024 548784 215240 95648 69156 26492 88944 47506 41438 64452 64452 31020 31020 239421 239421 890690 322902 567788 105271 83253 22018 36275 26072 10203 327338 305009 22329 74015 68669 5346 150268 106984 43284 409779 388910 20869 126536 126536 DUES & SUBSCRIPTIONS 57413 41640 15773 MISCELLANEOUS EXPENSES 6028 5924 104 8765928 6491245 2274683 0 11466263 8198982 843104 558955 124132 152977 12624919 5009976 7397461 7614943 33731028 28139718 788353 831205 18793052 21080845 73143393 66577625 1215985 773529 833 1216818 773529 X 71926575 65548874 255222 71926575 65804096 73143393 66577625 X -12727 -6134782 25030 X 0 1 X 1 0 X 4276240 3376329 4830876 3367373 3805583 19656401 4276240 3376329 4830876 3367373 3805583 19656401 19656401 589759 772792 689421 556494 554930 3163396 672 30956 84 557 32269 22852066 23038137 0.86020 0.86140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 672. 2018 AMOUNT: $ 30,956. 2019 AMOUNT: $ 84. 2020 AMOUNT: $ 557. AHIP REFUND - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2605017 2605017 9789316 4779390 5009926 230586 230586 0 7614943 INVESTMENT IN THE GUIDANCE CENTER 21080845 21080845 X 23559409 -6134782 24869376 18734594 4824815 239421 3688965 3928386 8753201 29682128 22556793 22556793 7125335 239421 1401172 1640593 8765928 PART X, LINE 2: THE NARBHA INSTITUTE QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND, THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. IN ADDITION, THE NARBHA INSTITUTE QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. MANAGEMENT DOES NOT BELIEVE THE NARBHA INSTITUTE HAS ANY UBTI FOR THE YEAR ENDED SEPTEMBER 30, 2022. THE NARBHA INSTITUTE EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE NARBHA INSTITUTE'S FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR FISCAL 2021, 2020, AND 2019 ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE (RELATED ENTITY) 113,941. REVENUE FROM THE GUIDANCE CENTER (RELATED ENTITY) 24,755,405. REVENUE FROM THE ALLIANCE 30. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCOME FROM INVESTMENT IN TGC 2,287,793. ELIMINATIONS 1,401,172. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE (RELATED ENTITY) 89,181. EXPENSES FROM THE GUIDANCE CENTER (RELATED ENTITY) 22,467,612. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS 1,401,172. 1 AZ FOUNDATION FOR THE FUTURE NURSING PO BOX 1108 LITCHFIELD PARK AZ 85340 263341660 501(C)(3) 56000 0 PROGRAM SUPPORT CENTRAL AZ DENTAL FOUNDATION 5300 N CENTRAL STE 200 PHOENIX AZ 85012 274537263 501(C)(3) 12000 0 PROGRAM SUPPORT COCONINO COMM COLLEGE FOUNDATION 2800 S LONE TREE ROAD FLAGSTAFF AZ 86005 860717956 501(C)(3) 10500 0 PROGRAM SUPPORT FLAGSTAFF FAMILY FOOD CENTER PO BOX P FLAGSTAFF AZ 86002 860754044 501(C)(3) 10000 0 PROGRAM SUPPORT FLAGSTAFF SYMPHONY ORCHESTRA PO BOX 122 FLAGSTAFF AZ 86002 860186038 501(C)(3) 25000 0 PROGRAM SUPPORT GRAND CANYON YOUTH 2131 N FIRST ST FLAGSTAFF AZ 86004 860905180 501(C)(3) 17506 0 PROGRAM SUPPORT HEALTH CURRENT 3877 N 7TH ST STE150 PHOENIX AZ 85014 208381131 S CORP 183323 0 PROGRAM SUPPORT HOPE LIVES VIVE LA ESPERANZA 1551 WEST VAN BUREN STREET PHOENIX AZ 85007 452300190 501(C)(3) 64376 0 PROGRAM SUPPORT HUSHABYE NURSERY 3003 EAST MCDOWELL ROAD PHOENIX AZ 85008 822737849 501(C)(3) 200000 0 PROGRAM SUPPORT IDEAS COLLIDE 6125 E INDIAN SCHOOL RD 1001 SCOTTSDALE AZ 85251 204419257 S CORP 20000 0 PROGRAM SUPPORT INSTITUTE FOR HEALTHCARE IMPROVEMENT 53 STATE STREET 19TH FLOOR BOSTON MA 02109 383017223 501(C)(3) 25000 0 PROGRAM SUPPORT LITTLE COLORADO BEHAVIORAL HEALTH CENTERS INC PO BOX 579 ST JOHNS AZ 85936 860250938 501(C)(3) 17500 0 PROGRAM SUPPORT LOCAL INITIATIVES SUPPORT CORPORATION 28 LIBERTY STREET 34TH FLOOR NEW YORK NY 10005 133030229 501(C)(3) 100000 0 PROGRAM SUPPORT NAMI ARIZONA 5025 E WASHINGTON ST PHOENIX AZ 85034 860464872 501(C)(3) 20000 0 PROGRAM SUPPORT NAU FOUNDATION PO BOX 4094 FLAGSTAFF AZ 86011 860193726 501(C)(3) 240734 0 PROGRAM SUPPORT NORTH COUNTRY HEALTHCARE PO BOX 3630 FLAGSTAFF AZ 86003 860663432 501(C)(3) 600000 0 PROGRAM SUPPORT OLD CONCHO COMMUNITY ASSISTANCE CENTER PO BOX 50 CONCHO AZ 85924 860907044 501(C)(3) 60000 0 PROGRAM SUPPORT SEDI 616 N BEAVER STREET FLAGSTAFF AZ 86001 261077054 501(C)(3) 50449 62551 PROGRAM SUPPORT SOUTHWEST BEHAVIORAL & HEALTH SERVICES INC 3450 N 3RD STREET PHOENIX AZ 85012 860290033 501(C)(3) 56510 0 PROGRAM SUPPORT SPECTRUM HEALTHCARE GROUP INC 8 EAST COTTONWOOD STREET COTTONWOOD AZ 86326 860207499 501(C)(3) 87695 0 PROGRAM SUPPORT STEPS TO RECOVERY HOMES DAMIEN BROWNING COTTONWOOD AZ 86326 463225513 501(C)(3) 10000 0 PROGRAM SUPPORT THE GUIDANCE CENTER INC 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 501(C)(3) 148414 1288199 THE INSTITUTE PAID WAGES, EMPLOYEE RELATED EXPENSES, AND RENOVATIONS. PROGRAM SUPPORT THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE ACCOUNTS RECEIVABLE PHOENIX AZ 85004 753065445 501(C)(3) 500000 0 PROGRAM SUPPORT WEST YAVAPAI GUIDANCE CLINIC INC 3343 N WINDSONG DRIVE PRESCOTT VALLEY AZ 86314 860206928 501(C)(3) 33178 0 PROGRAM SUPPORT WILLIAMS UNIFIED SCHOOL DISTRICT #2 636 SOUTH 7TH STREET WILLIAMS AZ 86046 860592836 EXEMPT-GOV 25000 0 PROGRAM SUPPORT PART I, LINE 2: THE NARBHA INSTITUTE BOARD APPROVES A BUDGET THAT INCLUDES GRANTS AND SPONSORSHIPS. STAFF REVIEW GRANT APPLICATIONS FOR CONSISTENCY WITH THE NARBHA INSTITUTE'S MISSION AND CHARITABLE PURPOSE, SCREEN FOR CONFLICTS OF INTEREST, ASCERTAIN WHETHER THE GRANTEE IS A PUBLIC CHARITY OR GOVERNMENTAL ENTITY, AND MAKE A FINAL RECOMMENDATION TO THE BOARD OR CHIEF EXECUTIVE AS APPROPRIATE. IF AN AWARD IS MADE, THE REPRESENTATIONS MADE IN THE APPLICATION ARE MADE CONTRACTUALLY BINDING AND FUNDING IS RESTRICTED TO THE PURPOSE DESCRIBED IN THE GRANT. SOME SMALLER GRANTS (PRIMARILY EVENT SPONSORSHIPS) DO NOT FOLLOW THE FORMAL APPLICATION PROCESS BUT ARE MONITORED BY HAVING STAFF VERIFY THE PUBLIC CHARITY STATUS OF THE COMPANY HOSTING THE EVENT, HAVING STAFF ATTEND THE EVENT, AND REVIEWING EVENT INFORMATION AND MATERIALS. THE NARBHA INSTITUTE MAY RELY ON THE PUBLIC CHARITY STATUS OF THE GRANTEE TO ENSURE THAT THE GRANT IS CONSISTENT WITH CHARITABLE PURPOSES, OR IT MAY REQUIRE (OR IN THE RARE CASE OF A GRANT TO AN ENTITY WHICH IS NOT A PUBLIC CHARITY OR GOVERNMENTAL UNIT, WILL REQUIRE) REPORTS AND MEASURED OUTCOMES DEMONSTRATING THE USE OF FUNDS CONSISTENT WITH THE NARBHA INSTITUTE'S CHARITABLE PURPOSE AND MISSION. X X X X X 0 0 0 0 0 0 0 1 0 MARY JO GREGORY PRESIDENT & CEO 543443 0 25000 0 0 0 0 0 25613 0 594056 0 0 0 TERESA BERTSCH TNI VP MEDICAL OPERATIONS 358479 0 8620 0 0 0 0 0 25614 0 392713 0 0 0 LAUREN LAUDER TNI VP PATIENT SVCS 311724 0 1512 0 12474 0 0 0 42906 0 368616 0 0 0 MICHAEL KUZMIN TNI-CFO 262236 0 8620 0 10226 0 0 0 17928 0 299010 0 0 0 NATHAN JONES GENERAL COUNSEL 222372 0 1533 0 8570 0 0 0 13038 0 245513 0 0 0 JON PEREZ VP WNC LIVABLE COMMUNITIES 189096 0 0 0 7487 0 0 0 25829 0 222412 0 0 0 JUDITH MARFECHUK CHIEF ACCOUNTING OFFICER 145234 0 44577 0 5686 0 0 0 13466 0 208963 0 0 0 PART I, LINE 3 BASED ON COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, THE COMPENSATION OF THE CEO AND KEY EMPLOYEES WAS REVIEWED AND APPROVED BY THE ORGANIZATION'S GOVERNING BODY, COMPOSED OF INDEPENDENT MEMBERS WITHOUT CONFLICTS. THE CEO'S COMPENSATION IS SET BY CONTRACT AND THE APPROVAL OF THE INDEPENDENT DIRECTORS IS BASED ON THE ADVICE OF INDEPENDENT COMPENSATION CONSULTANTS SPECIFICALLY CONTRACTED TO ENSURE THAT COMPENSATION IS NOT EXCESSIVE. PART I, LINE 7 BONUS PAYMENTS ARE MADE BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B CORPORATE PRACTICES REQUIRE REVIEW OF FORM 990 BY THE PRESIDENT AND VICE-PRESIDENT OF THE BOARD OF DIRECTORS ON BEHALF OF THE BOARD OF DIRECTORS PRIOR TO FILING THE ORGANIZATION'S 990 RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ADOPTED THE IRS MODEL POLICY WHICH PROVIDES FOR ANNUAL DISCLOSURE BY "ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS." THE GENERAL COUNSEL ENSURES ANNUAL COMPLETION OF DISCLOSURES AND ENFORCES THE POLICY, WHICH ENSURES THAT NO INTERESTED PERSON WILL BE INVOLVED IN ANY DISCUSSION OR VOTE ON ANY MATTER ABOUT WHICH THEY HAVE DISCLOSED AN INTEREST. VIOLATIONS OF THE CONFLICTS POLICY MAY RESULT IN SANCTIONS UP TO AND INCLUDING REMOVAL. FORM 990, PART VI, SECTION B, LINE 15 THE NARBHA INSTITUTE HAS ENGAGED THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS FOR BOTH THE CEO AND KEY EMPLOYEES, AND HAS ALSO DONE ORGANIZATION-WIDE COMPENSATION STUDIES. COMPENSATION OF THE CEO IS DETERMINED BY INDEPENDENT DIRECTORS BASED ON SUCH COMPENSATION STUDIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 322,902. MANAGEMENT AND GENERAL EXPENSES 567,788. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 890,690. FORM 990, PART XI, LINE 9: DUE FROM NARBHA ALLIANCE 25,000. INVESTMENT IN NARBHA ALLIANCE 30. WELL NORTH COMMUNITIES LLC 616 N BEAVER STREET FLAGSTAFF AZ 86001 866037149 PROPERTY OWNERSHIP AND PROVIDING AFFORDABLE HOUSING AZ 395240 2018012 THE NARBHA INSTITUTE THE NARBHA ALLIANCE 616 N BEAVER STREET FLAGSTAFF AZ 86001 866037149 HEALTHCARE AZ 0 34970 THE NARBHA INSTITUTE COCONINO COUNTY SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE 616 N BEAVER STREET FLAGSTAFF AZ 86001 261077054 MICRO-LOANS AZ 501(C)(3) LINE 7 THE NARBHA INSTITUTE 1 THE GUIDANCE CENTER INC 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 BEHAVIORAL HEALTH SERVICES AZ 501(C)(3) LINE 7 THE NARBHA INSTITUTE 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 THE GUIDANCE CENTER INC B 1436613 FMV COCONINO COUNTY SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE B 113000 FMV