2021-08-12T17:49:17-05:00 2020-09-30 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2019-10-01 463153400 COMMUNITY PARTNERS 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 1333108 0 X COMMUNITYPARTNERSINC.ORG X 2013 AZ PROMOTE, SUPPORT, AND COORDINATE AN INTEGRATED SYSTEM FOR THE DELIVERY OF QUALITY HEALTHCARE 12 12 1 12 0 0 0 0 3142815 1333067 9 -14539 0 0 3142824 1318528 2000 0 0 0 529395 0 0 0 0 2815324 1634055 3346719 1634055 -203895 -315527 15646474 17738877 1246642 3654572 14399832 14084305 THE MISSION OF COMMUNITY PARTNERS, INC. IS TO ENSURE INDIVIDUALS AND FAMILIES RECEIVE ACCESSIBLE, HIGH-QUALITY HEALTHCARE THAT IS MEMBER AND FAMILY-DRIVEN, RECOVERY ORIENTED, RESPECTFUL OF CULTURAL DIFFERENCES AND FOSTERS HOPE AND SELF-DETERMINATION. 0 0 30684 1035051 COMMUNITY PARTNERS, INC. IS A NON-PROFIT CORPORATION THAT ADMINISTERS AND CREATES ENTERPRISES FOCUSED IN SPECIFIC PURSUITS TO ADVANCE AN EFFECTIVE HEALTHCARE TREATMENT NETWORK. AS A PARENT CORPORATION, CPI PROVIDES ADMINISTRATIVE, FINANCIAL, AND MANAGERIAL SUPPORT FOR SUBSIDIARY COMPANIES, ALLOWING EACH ENTITY TO FOCUS ITS RESOURCES AND EFFORTS ON ITS CORE MISSION. COMMUNITY PARTNERS, INC. SERVES AS THE NON-PROFIT PARENT OF COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA (CPSA), MENTAL HEALTH RESOURCES, INC. (MHRI), COMMUNITY PARTNERS BUSINESS SOLUTIONS, INC. (CPBS) (FORMERLY KNOWN AS COMMUNITY PARTNERS IN INTEGRATED HEALTH, INC.), AND COMMUNITY PARTNERS INTEGRATED HEALTHCARE, INC. (CPIH) (FORMERLY KNOWN AS ASSURANCE HEALTH AND WELLNESS CENTER, INC.). 561477 298016 COMMUNITY BEHAVIORAL HEALTH PROPERTIES, LLC (CBHP) WAS ESTABLISHED TO HOLD PROPERTY INVESTMENTS AND PROVIDE LANDLORD FUNCTIONS. 592161 1 0 0 0 0 0 0 0 0 0 1 0 1 1 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 11 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 NEAL CASH FORMER PRESIDENT & CEO 0.00 X 380652 0 0 ROSE LOPEZ PRESIDENT & CEO 0.50 44.00 X 0 244080 5130 JIM VITT CFO 0.50 44.00 X 0 113369 9776 JUDY FAVELL PHD BCBA-D DIRECTOR 0.50 1.50 X 0 0 0 CAREY A BERANEK MS BCBALBA DIRECTOR 0.50 1.50 X 0 0 0 JOSEPH A GENTRY PHD BCBA-D DIRECTOR 0.50 1.50 X 0 0 0 BRET GILES DIRECTOR 0.50 1.50 X 0 0 0 LEONARD NEHRMEYER CPA DIRECTOR 0.50 1.50 X 0 0 0 JAMES SAKRISON JD DIRECTOR 0.50 1.50 X 0 0 0 GINAMARIE K SPENCER DIRECTOR 0.50 1.50 X 0 0 0 PATRICIA TREEFUL DIRECTOR 0.50 2.50 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 380652 357449 14906 1 1 1 0 ASSURANCE HEALTH AND WELLNESS INC 44 E BROADWAY BLVD TUCSON AZ 85701 PROGRAM SERVICES 199926 ACCOUNTEMPS 5700 TENNYSON PKWY 140 PLANO TX 75024 TEMPORARY LABOR 114074 KEEGAN LINSCOTT & ASSOCIATES PC 3443 N CAMPBELL AVENUE 115 TUCSON AZ 85719 ACCOUNTING FEES 101069 3 MANAGEMENT FEE 561000 978750 978750 RENT 531120 298016 298016 MISCELLANEOUS 561000 56201 56201 SERVICE REVENUE 561000 100 100 1333067 41 41 14580 -14580 -14580 -14580 1318528 1333067 0 -14539 X 19014 19014 177767 6879 170888 280372 12532 267840 46544 46544 679877 242187 437690 22755 11476 11279 148 148 58 58 322092 319087 3005 84403 84403 DUES AND SUBSCRIPTIONS 1025 1025 1634055 592161 1041894 0 535172 188988 259807 227140 2192712 1051078 50890 19925 6954287 1829779 5481478 5124508 5787760 5841760 1338655 5285478 15646474 17738877 1102287 1104726 144355 0 2549846 1246642 3654572 X 14399832 14084305 14399832 14084305 15646474 17738877 -315527 0 X 0 1 X 1 1 1 X X 2 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC 860792518 7 0 0 0 MENTAL HEALTH RESOURCES INC 860277999 10 0 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART IV, SECTION A, LINE 1 COMMUNITY PARTNERS INC (CPI) WAS FORMED TO PROMOTE, SUPPORT, PROVIDE OVERSIGHT, AND COORDINATE THE ACTIVITIES, MISSION, SERVICES AND OPERATIONS OF COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA (CPSA) AND MENTAL HEALTH RESOURCES (MHRI), AND ANY EXISTING AND FUTURE AFFILIATED ORGANIZATIONS AS A COMPREHENSIVE, INTEGRATED PHYSICAL AND BEHAVIORAL HEALTH CARE SYSTEM OF COMMUNITY BASED SERVICES. CPSA AND MHRI WERE BOTH NAMED IN CPI'S ORIGINAL ARTICLES OF INCORPORATION AND BYLAWS, AND SINCE FORMATION TO THE PRESENT CPI HAS CONSISTENTLY OPERATED AS A SUPPORTING ORGANIZATION OF CPSA AND MHRI. HOWEVER THE CURRENT ARTICLES AND BYLAWS DO NOT SPECIFICALLY NAME CPSA AND MHRI. CPI IS IN THE PROCESS OF AMENDING ITS ARTICLES AND BYLAWS TO AGAIN SPECIFICALLY NAME CPSA AND MHRI AS SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION C, LINE 1 COMMUNITY PARTNERS, INC. (CPI) AND COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA (CPSA) SHARE A MAJORITY OF DIRECTORS. CPI, CPSA AND MENTAL HEALTH RESOURCES, INC. (MHRI) SHARE THE SAME CHAIR, VICE CHAIR, SECRETARY AND TREASURER. CPI, CPSA AND MHRI ALSO SHARE THE SAME CEO, CFO, COO AND OTHER EXECUTIVES. ALL THREE ORGANIZATIONS ARE CONTROLLED BY THE SAME BOARD OFFICERS AND MANAGED BY THE SAME EXECUTIVE LEADERSHIP TEAM. 975525 975525 4559368 610869 3948499 305713 105229 200484 237404 237404 0 876277 876277 0 5124508 INVESTMENT IN COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA, INC. 786500 C INVESTMENT IN MENTAL HEALTH RESOURCES, INC. 534428 C INVESTMENT IN COMMUNITY PARTNERS IN INTEGRATED HEALTH, INC. 4000000 C INVESTMENT IN COMMUNITY PARTNERS BUSINESS SOLUTIONS, INC. 520832 C 5841760 INVESTMENT IN CAPTIVE INSURANCE 324715 DUE FROM AFFILIATES 4925579 DEPOSITS 35184 5285478 DUE TO AFFILIATES 2549846 2549846 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 1 0 0 0 0 0 0 0 NEAL CASH FORMER PRESIDENT & CEO 0 0 0 0 380652 0 0 0 0 0 380652 0 0 0 ROSE LOPEZ PRESIDENT & CEO 0 244080 0 0 0 0 0 0 0 5130 0 249210 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. PART I, LINE 4B THE ORGANIZATION HAD A DEFERRED COMPENSATION PLAN PURSUANT TO IRC SEC 457(B) WHICH COVERED NEAL CASH, FORMER PRESIDENT & CEO. IN 2019, MR. CASH RECEIVED A FINAL PAYMENT FROM THE PLAN OF $380,652. THE PLAN IS NOW CLOSED. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED AS FOLLOWS: -THE BOARD OF DIRECTORS SHALL CONSIST OF NOT LESS THAN THREE 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 THE MEMBER (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 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT, AN ARIZONA NONPROFIT CORPORATION, IS THE SOLE MEMBER OF COMMUNITY PARTNERS. FORM 990, PART VI, SECTION A, LINE 7A INTERMOUNTAIN 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 INTERMOUNTAIN, THE SOLE MEMBER, MAY REMOVE A DIRECTOR OF COMMUNITY PARTNERS, INC. 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 COMMUNITY PARTNERS, INC. 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. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,879. MANAGEMENT AND GENERAL EXPENSES 20,740. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,619. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 150,148. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,148. COMMUNITY PARTNERSHIP CARE COORDINATION LLC PO BOX 86537 TUCSON AZ 85754 463153400 OPERATE OUTPATIENT CLINIC AND PROVIDE ENCOUNTERABLE MEMBER SERVICE AZ 100 640 COMMUNITY PARTNERS INC COMMUNITY BEHAVIORAL HEALTH PROPERTIES OF SO AZ LLC PO BOX 86537 TUCSON AZ 85754 860792518 PROPERTY OWNERSHIP AND LANDLORD FUNCTIONS AZ 298016 5127831 COMMUNITY PARTNERS INC 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 PARTNERSHIP OF SOUTHERN ARIZONA INC PO BOX 86537 TUCSON AZ 85754 860792518 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 7 COMMUNITY PARTNERS INC 1 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 COMMUNITY PARTNERS INC 1 COMMUNITY PARTNERS BUSINESS SOLUTIONS INC PO BOX 86537 TUCSON AZ 85754 474059264 HEALTHCARE CONSULTING AZ COMMUNITY PARTNERS INC C 238296 437072 1.00000 1 COMMUNITY PARTNERS INTEGRATED HEALTHCARE INC PO BOX 86537 TUCSON AZ 85754 464971292 INTEGRATED BEHAVIORAL AND PHYSICAL HEALTH SERVICES AZ COMMUNITY PARTNERS INC C 1778081 17934397 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 MENTAL HEALTH RESOURCES INC B 54000 CASH PAID MENTAL HEALTH RESOURCES INC P 2010 CASH PAID COMMUNITY PARTNERS BUSINESS SOLUTIONS INC O 188871 CASH PAID COMMUNITY PARTNERS BUSINESS SOLUTIONS INC P 423 CASH PAID COMMUNITY PARTNERS BUSINESS SOLUTIONS INC Q 437711 CASH PAID COMMUNITY PARTNERS INTEGRATED HEALTHCARE INC O 17548416 CASH PAID COMMUNITY PARTNERS INTEGRATED HEALTHCARE INC P 158411 CASH PAID COMMUNITY PARTNERS INTEGRATED HEALTHCARE INC Q 25276365 CASH PAID COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC O 355241 CASH PAID COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC P 3892 CASH PAID COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC Q 140000 CASH PAID