2021-08-12T17:48:55-05:00 2020-09-30 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2019-10-01 860792518 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC COMM 5207211887 PO BOX 86537 TUCSON AZ 85754 JIM VITT CFO 5207211887 2021-08-11 1 KELLY L MELTZER CPA P00633511 5203214600 2021-08-11 2019 2022-09-23 18:48:47Z ROSE LOPEZ PO BOX 86537 TUCSON AZ 85754 2932816 0 X COMMUNITYPARTNERSINC.ORG X 1995 AZ GRANT RECIPIENT FOR HUD AND ADOH. 6 5 12 5 0 0 3416449 2932816 35336 0 0 0 0 0 3451785 2932816 1000 0 0 0 466562 344504 0 0 0 3844326 3285245 4311888 3629749 -860103 -696933 17652127 17378559 1769407 2192772 15882720 15185787 CPSA IS A GRANT RECIPIENT FOR U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT AND ARIZONA DEPARTMENT OF HOUSING. 0 0 3166751 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. 3166751 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 1 192 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 1 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 244080 5130 CRAIG NORRIS COO 0.50 41.50 X 0 175962 188 JIM VITT CFO 0.50 44.00 X 0 113369 9776 TERRANCE WATKINS DIRECTOR 40.00 1.00 X 53064 0 5615 MARYANN BEERLING DIRECTOR 0.50 0.50 X 0 0 0 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 53064 533411 20709 0 0 1 0 SOUTHERN ARIZONA AIDS FOUNDATION 375 S EUCLID AVENUE TUCSON AZ 85719 PROGRAM SERVICES 303324 1 2932816 2932816 2932816 0 0 0 73208 73208 221763 221763 28522 28522 21011 21011 452861 452861 6200 6200 5212 5212 17294 17280 14 1995 1995 53193 53193 21422 21422 176 176 100428 100428 6998 3251 3747 HOUSING SUBSIDIES 2619466 2619466 3629749 3166751 462998 0 52145 28727 678345 510703 182439 189509 4780733 3483634 1397527 1297099 15341671 15352521 17652127 17378559 495666 419519 1273741 1773253 1769407 2192772 X 15882720 15185787 15882720 15185787 17652127 17378559 -696933 0 X 0 1 X 1 1 1 X 2399355 2823729 2873877 3416449 2932816 14446226 2399355 2823729 2873877 3416449 2932816 14446226 14446226 195420 29002 224422 14670648 9823502 0.98470 0.99860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1457685 556755 900930 610039 227271 382768 236323 233319 3004 2476686 2466289 10397 1297099 INVESTMENT IN SONRISA APARTMENTS, INC. 2117872 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 15352521 DUE TO AFFILIATES 1773253 1773253 X PART X, LINE 2: THE ORGANIZATION IS INCLUDED IN AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2020. THE TEXT OF THE ASC 740 FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS IS AS FOLLOWS: THE FOLLOWING ENTITIES ARE EXEMPT FROM INCOME TAXES UNDER BOTH THE FEDERAL INTERNAL REVENUE CODE AND ARIZONA INCOME TAX LAWS. IN ADDITION, CPCC, CBHP AND AACT ARE DISREGARDED ENTITIES FOR TAX PURPOSES. ICHD, IHC, CHF, BCS, PHC, MHRI AND SA TAX STATUS 501(C)(3), PUBLIC CHARITY STATUS 509(A)(2). FNDN TAX STATUS 501(C)(3), PUBLIC CHARITY STATUS 509(A)(3) TYPE I. CPI TAX STATUS 501(C)(3), PUBLIC CHARITY STATUS 509(A)(3) TYPE II. CPSA TAX STATUS 501(C)(3), PUBLIC CHARITY STATUS 509(A)(1). CPBS, CPIH TAX STATUS C CORPORATION. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. 0 0 0 0 0 0 0 0 0 ROSE LOPEZ PRESIDENT & CEO 0 244080 0 0 0 0 0 0 0 5130 0 249210 0 0 CRAIG NORRIS COO 0 175962 0 0 0 0 0 0 0 188 0 176150 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 4 THE BYLAWS WERE AMENDED AS FOLLOWS: -THE BOARD OF DIRECTORS SHALL CONSIST OF NOT LESS THAN SEVEN VOTING BOARD DIRECTORS. -BOARD DIRECTORS SHALL SERVE FOR A TERM OF THREE YEARS. -THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THE CORPORATION SHALL BE THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT. -EACH STANDING AND AD HOC COMMITTEE SHALL CONSIST OF TWO OR MORE BOARD DIRECTORS. THE PRESIDENT/CHIEF EXECUTIVE OFFICER SHALL BE AN EX-OFFICIO MEMBER OF ALL COMMITTEES, EXCEPT FOR THE EXECUTIVE COMMITTEE AND EXECUTIVE COMPENSATION COMMITTEE. -THE MEMBER MAY APPOINT ONE OR MORE NON-BOARD MEMBERS TO SERVE ON ANY COMMITTEE. -TERMS AND CONDITIONS OF MEMBERSHIP OF THE BOARD OF DIRECTORS WAS INCORPORATED INTO THE BYLAWS AS EXHIBIT A. -THE CONFLICT OF INTEREST POLICY AND POLICY ACKNOWLEDGEMENT WERE INCORPORATED INTO THE BYLAWS AS EXHIBITS B AND C. 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 HEALTHCARE CONSULTING 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 10850 CASH PAID