2025-05-06T13:52:08+00:00 2024-06-30 440160260 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2023-07-01 431556416 TRI-COUNTY MENTAL HEALTH SERVICES INC TRI- 8164680400 3100 NE 83RD STREET 1001 KANSAS CITY MO 64119 STEVE BEVANS CFO 8168770462 2025-05-06 true true Michael Engle P00482834 8162216300 2025-05-06 2023 2025-03-06 01:10:19Z BEACON MENTAL HEALTH THOMAS PETRIZZO 3100 NE 83RD STREET 1001 KANSAS CITY MO 64119 25983172 false X BEACONMENTALHEALTH.ORG X 1990 MO PROVIDE PREVENTION AND RECOVERY-ORIENTED MENTAL HEALTH AND SUBSTANCE USE SERVICES WHICH ARE QUALITY ASSURED AND PERSON-CENTERED, WITH INCREASED ATTENTION TO THE "WHOLE PERSON". 15 15 236 100 0 0 1975627 1843545 23508242 23095154 200845 469130 519487 575343 26204201 25983172 8863 22544 0 12827675 14863953 0 0 198657 10981739 10761126 23818277 25647623 2385924 335549 25566755 25908944 4421551 4027808 21145204 21881136 X TO PROVIDE PREVENTION AND RECOVERY-ORIENTED MENTAL HEALTH AND SUBSTANCE USE SERVICES WHICH ARE QUALITY ASSURED AND PERSON CENTERED, WITH INCREASED ATTENTION TO THE WHOLE PERSON. false false 7274476 0 6878930 OUTPATIENT PSYCHIATRIC SERVICES - CONSUMERS BEING SEEN FOR THE FIRST TIME RECEIVE ASSESSMENT AND CRISIS INTERVENTION BY STAFF MEMBERS HOLDING MASTER DEGREES IN APPROPRIATE MENTAL HEALTH AND SUBSTANCE USE TREATMENT DISCIPLINES. INFORMATION OBTAINED FROM THESE INTERVIEWS IS USED TO DIAGNOSE, RECOMMEND TREATMENT AND MEASURE EACH CONSUMER'S PROGRESS. BRIEF, INTENSIVE THERAPY - INDIVIDUAL, GROUP AND FAMILY - IS PROVIDED DIRECTLY BY THE TRI-COUNTY STAFF OR IS COORDINATED THROUGH REFERRAL TO A TRI-COUNTY PROVIDER. INTENSIVE OUTPATIENT SERVICES ARE DESIGNED FOR CONSUMERS EXPERIENCING SERIOUS ACUTE DISTRESS WHO ARE AT RISK OF FURTHER PSYCHIATRIC DETERIORATION OR HOSPITALIZATION. TRI-COUNTY OFFERS REGULAR MEDICATION APPOINTMENTS AT 5 SITES IN OUR 3 COUNTY COVERAGE AREA. THE AGENCY ENSURES URGENT MEDICATION VISITS (I.E. PERSONS DISCHARGED FROM THE HOSPITAL) WITHIN 7 DAYS. CRISIS PHYSICIAN APPOINTMENTS ARE AVAILABLE DAILY. MEDICATION SERVICES ARE PROVIDED BY EXPERIENCED PSYCHIATRISTS, ADVANCED NURSE PRACTITIONERS, AND NURSING STAFF. 5114074 0 7997169 ADULT COMMUNITY SUPPORT - COMMUNITY SUPPORT CASE MANAGERS SUPPORT CONSUMERS AND PROMOTE AVENUES TO HELP EACH INDIVIDUAL FUNCTION AS INDEPENDENTLY AS POSSIBLE. THEY ACCOMPLISH THIS THROUGH THE PROVISION OF SERVICES DESIGNED TO LINK INDIVIDUALS WITH COMMUNITY RESOURCES THAT BEST MEET THEIR NEEDS (INCLUDING HOUSING, FINANCIAL, HEALTH CARE AND TRANSPORTATION) AND THROUGH PROVISION OF DIRECT SKILLS TRAINING AND SUPPORTIVE COUNSELING. TRANSITIONAL CASE MANAGEMENT CONSISTS OF ASSESSING ACUITY LEVEL AND NEED, ENSURING LINKAGE TO COMMUNITY RESOURCES AND ENTITLEMENTS, AND MOST IMPORTANTLY, THAT AN INDIVIDUAL'S IMMEDIATE NEEDS ARE ADDRESSED. DAY TREATMENT PROGRAMS PROVIDE A VARIETY OF GROUP ACTIVITIES WHICH ALLOW CONSUMERS TO FEEL PRODUCTIVE, EMPHASIZE SOCIAL SKILLS AND AUGMENTS DEXTERITY AND INDIVIDUAL EXPERTISE. 4577731 0 4876757 YOUTH COMMUNITY SUPPORT - COMMUNITY SUPPORT CASE MANAGERS SUPPORT CONSUMERS AND THEIR FAMILIES AND PROMOTE AVENUES TO HELP EACH INDIVIDUAL FUNCTION AS INDEPENDENTLY AS POSSIBLE. THESE SERVICES INCLUDE TRADITIONAL YOUTH COMMUNITY SUPPORT, SCHOOL BASED SERVICES, EXPRESSIVE THERAPIES, AND INDIVIDUAL THERAPY. 3033199 22544 3342298 ADDICTION SERVICES, PREVENTION SERVICES, AND HEALTH & WELLNESS SERVICES. 3033199 22544 3342298 19999480 true true false true false false false false true true false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 106 0 true 236 true false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false MO X X STEVE BEVANS 8164680400 CFO 3100 NE 83RD STREET SUITE 2200 KANSAS CITY MO 64119 BRUCE CRAMER VICE CHAIR 1.0 0.0 X X 0 0 0 JOE JAMES TREASURER 1.0 0.0 X X 0 0 0 MARIA THEOHARIDIS CHAIR 1.0 0.0 X X 0 0 0 TROY RUST SECRETARY 1.0 0.0 X X 0 0 0 AMY HEITHOFF-DOMINGUEZ BOARD MEMBER 1.0 0.0 X 0 0 0 CHAD HANSEN BOARD MEMBER 1.0 0.0 X 0 0 0 JAN KAUK PAST CHAIR 1.0 0.0 X 0 0 0 JANELLE PORTER BOARD MEMBER 1.0 0.0 X 0 0 0 KRISTEN GUILLAUME BOARD MEMBER 1.0 0.0 X 0 0 0 LUTHER YOUNG BOARD MEMBER 1.0 0.0 X 0 0 0 MARKUS SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 MELISSA BOYD BOARD MEMBER 1.0 0.0 X 0 0 0 MICHELLE PLUMB BOARD MEMBER 1.0 0.0 X 0 0 0 NICKIE SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 TOM BROWN BOARD MEMBER 1.0 0.0 X 0 0 0 CHRISTINA HOLM CHIEF QUALITY & COMPLIANCE 40.0 0.0 X 128175 0 20302 JANICE STOREY CHIEF CLINICAL OFFICER 40.0 0.0 X 138217 0 17387 LAURIE TIETJEN CHIEF FINANCIAL OFFICER ENDED 11/01/2023 40.0 5.0 X 97612 0 3364 STEVE BEVANS CHIEF FINANCIAL OFFICER STARTED 12/20/2023 40.0 5.0 X 0 0 0 THOMAS PETRIZZO CHIEF EXECUTIVE OFFICER 40.0 2.0 X 356914 0 17279 CYNTHIA HECK APRN 40.0 0.0 X 145470 0 4433 GRANT PIEPERGERDES MEDICAL DIRECTOR 40.0 0.0 X 330563 0 23795 KEVIN KENNETT APRN 40.0 0.0 X 146950 0 14281 PARIMAL PUROHIT PSYCHIATRIST 40.0 0.0 X 269994 0 15112 ZAFAR MAHMOOD PSYCHIATRIST 40.0 0.0 X 232567 0 23839 1846462 0 139792 10 false true false MENTAL HEALTH RESOURCES INC 4823 NW GATEWAY RIVERSIDE MO 64150 ADULT COMMUNITY SUPPORT 1385916 SKYLANDER PSYCH SERVICES INC 4823 NW GATEWAY RIVERSIDE MO 64150 ADULT COMMUNITY SUPPORT 1212704 ADDITION RECOVERY SERVICES 4823 NW GATEWAY RIVERSIDE MO 64150 ADDICTION COUNSELING 939521 ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNAL RD KANSAS CITY MO 64111 YOUTH COMMUNITY SUPPORT 567255 WILLOWBROOK INC 4823 NW Gateway Riverside MO 64150 YOUTH COMMUNITY SUPPORT 498789 7 15000 33000 1795545 1843545 DEPARTMENT MENTAL HEALTH 621110 4878811 4878811 COUNTY MENTAL HEALTH 621110 7250373 7250373 MEDICARE/MEDICAID 621110 10523962 10523962 INCOME FROM THIRD PARTY PAYERS 621110 442008 442008 0 0 0 0 23095154 395076 395076 45209 45209 0 45209 45209 74054 74054 0 74054 74054 MISCELLANEOUS 900099 530134 530134 0 0 0 0 530134 25983172 23095154 0 1044473 22544 22544 822970 149348 673622 11422873 9338789 1957041 127043 194403 141156 53247 1564481 1225911 323631 14939 859226 666708 183239 9279 6984 6984 135922 135922 20000 20000 105738 105738 211106 1438 209668 0 117123 82345 34778 277817 116636 156172 5009 34205 15600 18605 201425 182117 19265 43 6312 2713 3527 72 2297 2297 461601 6309 455292 181944 27763 154181 GENERAL CLINICAL 7895820 7895820 REPAIRS AND MAINTAINANCE 671796 73499 597342 955 DUES AND SUBSCRIPTIONS 44042 3723 40244 75 TRAINING 33510 23697 9813 353484 85709 261311 6464 25647623 19999480 5449486 198657 10958375 80662 492093 8944412 4964052 4909247 0 0 0 0 254805 202911 5967636 3888495 2068448 2079141 6154830 9397095 49577 49577 0 624575 245899 25566755 25908944 2353921 2405889 1773018 1594317 0 0 47381 27602 247231 0 4421551 4027808 X 20771788 21699461 373416 181675 21145204 21881136 25566755 25908944 335549 400383 0 X false true X true false X 1424764 3022099 2022451 1975627 1843545 10288486 15020279 15456296 14441764 16749859 15844781 77512979 0 5374458 6176904 6625156 6758383 7250373 32185274 0 21819501 24655299 23089371 25483869 24938699 119986739 495200 165134 102000 10000 120000 892334 0 0 0 0 0 0 495200 165134 102000 10000 120000 892334 119094405 136478 117718 96648 137704 440285 928833 0 136478 117718 96648 137704 440285 928833 0 594682 956994 646455 519487 530134 3247752 22550661 25730011 23832474 26141060 25909118 124163324 0.9592 0.9602 0.01 0.01 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS, COLUMN A - 594682.0, COLUMN B - 956994.0, COLUMN C - 646455.0, COLUMN D - 519487.0, COLUMN E - 530134.0, COLUMN F - 3247752.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false true 20000 true 6687 false false 26687 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE PREVENTION DEPARTMENT'S LOBBYING EFFORTS INCLUDE: - PRESENTING AT CITY COUNCIL MEETINGS ON ORDINANCES SUCH AS SMOKE FREE WORKPLACES AND TOBACCO 21 (INCREASING AGE OF SALE). - SENDING OUT EMAILS TO 500+ VOLUNTEERS INFORMING THEM OF LEGISLATION, COMMITTEE HEARINGS, ETC. AND PROVIDING THEM WITH INFORMATION TO CALL OR EMAIL THEIR ELECTED OFFICIALS. - TAKING YOUTH WITH VISION MEMBERS (HS STUDENTS) TO JEFFERSON CITY TO MEET WITH LEGISLATORS TO LOBBY FOR SPECIFIC BILLS. - CONFERENCE PRESENTATIONS THAT EDUCATE ON THE HARMS THAT MARIJUANA HAS HAD IN THOSE STATES WHO HAVE DECRIMINALIZED OR LEGALIZED MARIJUANA. IN ADDITION, TOM PETRIZZO PARTICIPATES IN BOTH THE MISSOURI AND NATIONAL HILL DAYS. DURING HILL DAYS, REPRESENTATIVES FROM COMMUNITY MENTAL HEALTH CENTERS AND OUR STATE COALITION MEET WITH ELECTED OFFICIALS TO DISCUSS ISSUES RELATED TO THE PROVISION OF MENTAL HEALTH SERVICES AND HOW LEGISLATION MAY IMPACT THOSE SERVICES. TOM ALSO MAINTAINS ONGOING CONTACT WITH ELECTED OFFICIALS FROM OUR COVERAGE AREA (CLAY, PLATTE AND RAY COUNTIES) TO DISCUSS MENTAL HEALTH. In an effort to support the creation of a Children's Service Fund in Platte County, the organization contributed $20,000 during fiscal year 2024 to a coalition seeking to collect signatures towards a petition ballot initiative. 269903 21068 290971 261438 8465 269903 292043 -30605 261438 262877 29166 292043 249365 13512 262877 0.0 0.4384 0.5616 false true true 2915386 1610247 1305139 2381738 1954269 427469 670512 323979 346533 2079141 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE USED TO PAY SCHOLARSHIPS FOR STAFF WHO ARE PURSUING ADVANCED EDUCATION IN MENTAL HEALTH SERVICES AND FOR GENERAL CLINICAL PROGRAM SERVICES. THE ENDOWMENT FUNDS WERE TRANSFERED TO TRI-COUNTY FOUNDATION. X X X X X false false false false false false false false false THOMAS PETRIZZO CHIEF EXECUTIVE OFFICER 288068 0 55000 0 13846 0 7550 0 9729 0 374193 0 0 0 JANICE STOREY CHIEF CLINICAL OFFICER 114047 0 24170 0 0 0 3889 0 13498 0 155604 0 0 0 GRANT PIEPERGERDES MEDICAL DIRECTOR 328088 0 2475 0 0 0 9515 0 14280 0 354358 0 0 0 PARIMAL PUROHIT PSYCHIATRIST 267244 0 2750 0 0 0 6500 0 8612 0 285106 0 0 0 ZAFAR MAHMOOD PSYCHIATRIST 230444 0 2123 0 0 0 7475 0 16364 0 256406 0 0 0 KEVIN KENNETT APRN 144200 0 2750 0 0 0 4552 0 9729 0 161231 0 0 0 Form 990, Part III, Line 4e PROGRAM SERVICE ACCOMPLISHMENTS TRI-COUNTY MENTAL HEALTH SERVICES IS COMMITTED TO COMBATING HOPELESSNESS IN CHALLENGING TIMES THROUGH BEHAVIORAL HEALTH SERVICES FOR THE KANSAS CITY NORTHLAND COMMUNITY, WITH PREVENTION, ASSESSMENT AND TREATMENT SERVICES FOR INDIVIDUALS AND FAMILIES THROUGHOUT CLAY, PLATTE, AND RAY COUNTIES. TRI-COUNTY IS COMMITTED TO PROVIDING A COMPREHENSIVE ARRAY OF BEHAVIORAL HEALTH SERVICES. WE SUBSCRIBE TO THE PHILOSOPHY THAT THE BEST CONSUMER OUTCOMES ARE ACHIEVED BY PROVIDING SERVICES AS CLOSE TO THE CONSUMER'S HOME AND COMMUNITY AS POSSIBLE. SERVICE SITES INCLUDE KANSAS CITY, NORTH KANSAS CITY, RICHMOND, EXCELSIOR SPRINGS, AND PLATTE CITY, AS WELL AS THROUGH OUR NETWORK OF CONTRACT PROVIDERS. DURING FISCAL YEAR 2024, TRI-COUNTY PROVIDED MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES TO OVER 9,000 CONSUMERS IN OUR 3-COUNTY SERVICE AREA. OUR SERVICES TO THOSE CONSUMERS INCLUDED ASSESSMENTS, PHYSICIAN EVALUATION AND MEDICATION MANAGEMENT, COMMUNITY SUPPORT, DAY TREATMENT, AND CRISIS SERVICES. IN ADDITION, WE PROVIDED SCHOOL-BASED SERVICES AND PREVENTION PROGRAM ACTIVITIES IN OUR SCHOOLS TO PROMOTE A HEALTHY FUTURE. OUR DRUG COURTS AND OTHER OUTPATIENT SUBSTANCE ABUSE TREATMENT PROGRAMS CONTINUE TO INCREASE WITH A GROWING FOCUS ON INTEGRATED TREATMENT FOR THOSE WITH CO-OCCURRING MENTAL DISORDERS AND SUBSTANCE ABUSE DIAGNOSES. Form 990, Part III, Line 4d Description of other program services (Expenses $ 3,033,199 including grants of $ 22,544)(Revenue $ 3,342,298) ADDICTION SERVICES, PREVENTION SERVICES, AND HEALTH & WELLNESS SERVICES. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S CFO AND CEO. ANY QUESTIONS OR CONCERNS THE CFO OR CEO HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE 990 IS THEN PROVIDED TO THE MEMBERS OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS OR CONCERNS THE BOARD HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE PRIOR TO FILING THE 990. Form 990, Part VI, Line 12c Conflict of interest policy EMPLOYEES OF TRI-COUNTY ARE INSTRUCTED UPON BEING HIRED TO REPORT ALL POTENTIAL CONFLICTS TO THE EMPLOYEE'S SUPERVISOR, DEPARTMENT HEAD, COMPLIANCE OFFICER, ASSOCIATE DIRECTOR OR CEO. IT IS THE RESPONSIBILITY OF TRI-COUNTY'S COMPLIANCE COMMITTEE TO DETERMINE WHETHER A CONFLICT OR POTENTIAL CONFLICT EXISTS. KEY EMPLOYEES OF TRI-COUNTY AND TRI-COUNTY'S BOARD OF DIRECTORS REVIEW THE AGENCY'S CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS AND KEY EMPLOYEES AND COMPLETE A DISCLOSURE STATEMENT ANNUALLY. IN ADDITION, ON AN ANNUAL BASIS, THE COMPLIANCE OFFICER NOTIFIES OTHER TRI-COUNTY EMPLOYEES CONCERNING THE PURPOSES AND INTENT OF THIS POLICY SO THAT THEY MAY HAVE THE OPPORTUNITY TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. ANY EMPLOYEE DISCLOSING A POTENTIAL CONFLICT IS REQUIRED TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR EMPLOYEES. EMPLOYEES WHO HAVE QUESTIONS ABOUT WHETHER THEY SHOULD COMPLETE A QUESTIONNAIRE ARE INSTRUCTED TO DIRECT THOSE QUESTIONS TO THE COMPLIANCE OFFICER OR CEO. COMPLETED QUESTIONNAIRES ARE SUBMITTED TO THE COMPLIANCE COMMITTEE FOR REVIEW. QUESTIONNAIRES COMPLETED BY STAFF ARE KEPT IN THE EMPLOYEE'S PERSONNEL FILE AND QUESTIONNAIRES COMPLETED BY MEMBERS OF THE BOARD OF DIRECTORS ARE RETAINED BY THE EXECUTIVE ASSISTANT TO THE CEO. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES THE TOTAL COMPENSATION PACKAGE FOR THE CEO. THE HR MANAGER OBTAINS COMPARABLE DATA ON PEER AGENCIES FROM THEIR FORM 990 POSTED ON GUIDESTAR AND FORWARDS THIS INFORMATION TO THE BOARD CHAIR FOR REVIEW. THE EXECUTIVE COMMITTEE OF THE BOARD REPORTS THE COMPENSATION PACKAGE FOR THE CEO TO THE BOARD OF DIRECTORS FOR APPROVAL. THE HR MANAGER COMPLETES A REVIEW OF COMPENSATION FOR CEO'S IN SIMILAR ORGANIZATIONS DURING CALENDAR YEAR 2023 AND PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD. DURING 2024, AN INDEPENDENT CONSULTING FIRM REVIEWED THE CEO COMPENSATION AND COMPARED IT TO LOCAL, STATE, AND NATIONAL AVERAGES FOR PURPOSES OF BOARD CONSIDERATION. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE COMPENSATION PAY RANGES FOR OFFICER'S AND KEY EMPLOYEES OF THE AGENCY ARE REVIEWED ANNUALLY BY THE HR DIRECTOR AND COMPARED TO VARIOUS SALARY SURVEYS (BOTH STATE AND NATIONAL) TO DETERMINE IF SALARY RANGES ARE APPROPRIATE. RECOMMENDATIONS FOR CHANGES IN SALARY RANGES ARE SUBMITTED TO THE EXECUTIVE TEAM OF THE AGENCY FOR REVIEW AND APPROVAL. SALARY INCREASES ARE REVIEWED WITH THE BOARD ANNUALLY AS PART OF THE REVIEW PROCESS FOR THE AGENCY BUDGET. A MAXIMUM ALLOWABLE SALARY PERCENTAGE INCREASE AMOUNT IS DETERMINED DURING THE BUDGET PROCESS AND APPROVED BY THE BOARD. IN ADDITION, COMPENSATION FOR STAFF PSYCHIATRISTS ARE REVIEWED BY THE BOARD AS PART OF THE ANNUAL FMV REVIEW OF PAYMENTS TO CONTRACT PROVIDERS AND OTHER CONTRACTORS. THE HR MANAGER COMPLETED A REVIEW OF COMPENSATION DURING CALENDAR YEAR 2023 AND PROVIDED TO THE CEO. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. TRI-COUNTY FOUNDATION 3100 NE 83RD ST SUITE 1001 KANSAS CITY MO 64119 141895660 FUNDRAISING MO 501(c)(3) 7 TCMHS true false false false true false false false false false false true true false false true false true true false TRI-COUNTY FOUNDATION K 609991 FMV TRI-COUNTY FOUNDATION O 139200 FMV