2022-08-10T20:51:12-05:00 2021-09-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2020-10-01 860792518 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC COMM 5207211887 PO BOX 86537 TUCSON AZ 85754 JIM VITT CFO 5207211887 2022-07-29 1 JIM VITT 999009999 KELLY L MELTZER CPA P00633511 5203214600 2022-07-29 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROSE LOPEZ PO BOX 86537 TUCSON AZ 85754 3138259 0 X COMMUNITYPARTNERSINC.ORG X 1995 AZ GRANT RECIPIENT FOR HUD AND ADOH. 5 4 13 4 0 0 2932816 3043433 0 94826 0 0 0 0 2932816 3138259 0 0 0 0 344504 390509 0 0 0 3285245 3409919 3629749 3800428 -696933 -662169 17378559 17527238 2192772 3003620 15185787 14523618 CPSA IS A GRANT RECIPIENT FOR U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT AND ARIZONA DEPARTMENT OF HOUSING. 0 0 3209780 94826 CPSA CONTINUES TO BE A GRANT RECIPIENT FOR U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) AND ARIZONA DEPARTMENT OF HOUSING (ADOH). FUNDS FROM THESE GRANTS PROVIDE ASSISTANCE TO HOMELESS AND AT-RISK MEMBERS OF THE COMMUNITY TO SECURE PERMANENT HOUSING. CPSA HAS ALSO BEEN ESTABLISHED AS THE GRANT APPLICANT FOR THE COMMUNITY PARTNERS, INC. ORGANIZATION. 3209780 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 166 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X JIM VITT CFO 5207211887 PO BOX 86537 TUCSON AZ 85754 ROSE LOPEZ PRESIDENT & CEO 0.50 44.00 X 0 327011 5842 CRAIG NORRIS COO 0.50 41.50 X 0 225011 237 JIM VITT CFO 0.50 44.00 X 0 134836 10021 TERRANCE WATKINS DIRECTOR 40.00 1.50 X 64518 0 7165 BRANDT HAZEN CHAIRMAN OF THE BOARD 0.50 4.50 X X 0 0 0 BRETT RUSTAND VICE CHAIRMAN 0.50 4.50 X X 0 0 0 MICHAEL NAGLE JD SECRETARY 0.50 4.00 X X 0 0 0 GREG BRYSON TREASURER 0.50 4.50 X X 0 0 0 64518 686858 23265 0 0 1 0 SOUTHERN ARIZONA AIDS FOUNDATION 375 S EUCLID AVENUE TUCSON AZ 85719 PROGRAM SERVICES 187578 1 3043433 3043433 RENTAL REVENUE 531110 94488 94488 MISCELLANEOUS 900099 338 338 94826 3138259 94826 0 0 73094 73094 266537 266537 686 686 26523 26523 23669 23669 589398 589398 1250 1250 2605 2605 15246 15246 814 814 56313 56313 20824 20824 374 374 100609 100609 11790 11790 HOUSING SUBSIDIES 2610696 2610696 3800428 3209780 590648 0 28727 72503 510703 693648 189509 200576 4787232 3584242 1297099 1202990 15352521 15357521 17378559 17527238 419519 437141 1773253 2566479 2192772 3003620 X 15185787 14523618 15185787 14523618 17378559 17527238 -662169 0 X 0 1 X 1 1 1 X 2823729 2873877 3416449 2932816 3043433 15090304 2823729 2873877 3416449 2932816 3043433 15090304 15090304 29002 29002 15119306 2535401 0.99810 0.98470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1457685 617492 840193 610039 259454 350585 236323 234886 1437 2483185 2472410 10775 1202990 INVESTMENT IN SONRISA APARTMENTS, INC. 2122872 C INVESTMENT IN COMMUNITY PARTNERS BUSINESS SOLUTIONS, INC. 100000 C INVESTMENT IN COMMUNITY PARTNERSHIP CARE COORDINATION, LLC 200000 C INVESTMENT IN COMMUNITY PARTNERS, INC. 4401154 C INVESTMENT IN COMMUNITY BEHAVIORAL HEALTH PROPERTIES OF SOUTHERN AZ, LLC 8533495 C 15357521 DUE TO AFFILIATES 2566479 2566479 X PART X, LINE 2: THE ORGANIZATION IS INCLUDED IN AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2021. 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. 0 0 0 0 0 0 0 0 0 ROSE LOPEZ PRESIDENT & CEO 0 327011 0 0 0 0 0 0 0 5842 0 332853 0 0 CRAIG NORRIS COO 0 225011 0 0 0 0 0 0 0 237 0 225248 0 0 PART I, LINE 3 THE ORGANIZATION'S CEO IS EMPLOYED BY THE PARENT ORGANIZATION, INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT (ICHD). ICHD UTILIZES A COMPENSATION COMMITTEE AND REQUIRES ANNUAL APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 COMMUNITY PARTNERS, INC. (CPI) IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A COMMUNITY PARTNERS, INC. IS THE SOLE VOTING MEMBER FOR ALL PURPOSES OF ARIZONA LAW AND SHALL HAVE THE RIGHTS OF ELECTING BOARD MEMBERS AND BOARD OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B COMMUNITY PARTNERS, INC., THE SOLE MEMBER, MAY REMOVE A DIRECTOR OF CPSA AT ANY TIME, INITIATE AND APPROVE ALL AMENDMENTS TO ARTICLES AND BYLAWS, APPROVE THE ACQUISITION OR CREATION OF ALL WHOLLY-OWNED OR CONTROLLED CORPORATIONS AND ALL MERGERS, AND APPROVE THE CAPITAL AND OPERATING BUDGETS OF CPSA AND ALL NON-BUDGETED EXPENDITURES AND NON-BUDGETED LOANS. 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 ALL OFFICERS ARE EMPLOYED BY THE PARENT ORGANIZATION, INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT (ICHD). ALL COMPENSATION IS DETERMINED BY THE PARENT ORGANIZATION AND ITS POLICIES FOR DETERMINING COMPENSATION. 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. COMMUNITY PARTNERSHIP HOUSING LLC PO BOX 86537 TUCSON AZ 85754 860792518 PROVIDING AFFORDABLE HOUSING TO LOW INCOME BEHAVIORAL HEALTH PATIENTS AZ 0 0 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA COMMUNITY PARTNERSHIP HOUSING-ELVIRA LLC PO BOX 86537 TUCSON AZ 85754 860792518 PROVIDING AFFORDABLE HOUSING TO LOW INCOME BEHAVIORAL HEALTH PATIENTS AZ 0 0 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC PO BOX 86537 TUCSON AZ 85754 850254535 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 0 INTERMOUNTAIN HEALTH CENTER INC PO BOX 86537 TUCSON AZ 85754 421582826 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 0 CATALINA HOUSING FOUNDATION INC PO BOX 86537 TUCSON AZ 85754 860983490 HOUSING FACILITIES AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 0 BEHAVIORAL CONSULTATION SERVICES INC PO BOX 86537 TUCSON AZ 85754 812107532 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 0 INTERMOUNTAIN FOUNDATION PO BOX 86537 TUCSON AZ 85754 311655066 SUPPORT THE PROVISION OF QUALITY HEALTHCARE AZ 501(C)(3) LINE 12A, I INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 0 PINAL HISPANIC COUNCIL PO BOX 86537 TUCSON AZ 85754 860585274 SUBSTANCE ABUSE COUNSELING AND DRUG PREVENTION AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 0 COMMUNITY PARTNERS INC PO BOX 86537 TUCSON AZ 85754 463153400 SUPPORT THE PROVISION OF QUALITY HEALTHCARE AZ 501(C)(3) LINE 12B, II INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT 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 1 MENTAL HEALTH RESOURCES INC PO BOX 86537 TUCSON AZ 85754 860277999 RE-ENTRY HOUSING FACILITIES AZ 501(C)(3) LINE 10 COMMUNITY PARTNERS INC 0 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 0 0 0 0 1 1 1 0 0 SONRISA APARTMENTS INC B 5000 CASH PAID