2021-08-13T11:37:49-00:00 2020-09-30 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990 2019-10-01 264681471 PARTNERS IN RECOVERY LLC PART 4809693800 924 N Country Club Drive Mesa AZ 85201 John Moore CFO 2021-08-13 true KRISTINA MORGAN CPA 6022302700 2021-08-13 2019 2022-09-23 18:48:47Z Shar Najafi-Piper 924 N Country Club Dr Mesa AZ 85201 38408393 false X X LLC 2009 AZ We offer an integrated model of behavioral health and primary care that meets people where they are and get them to where they want to be-achieving their best possible health and a life of meaning and purpose. 13 13 598 26 -2011 214827 1851837 34576196 36396388 8187 7451 96008 95117 34895218 38350793 10000 4000 0 25511851 26920753 0 0 9023217 9818741 34545068 36743494 350150 1607299 7434960 12811599 6719680 10487009 715280 2324590 We inspire health, hope and happiness by delivering world class solutions to individuals, families and communities by offering an integrated model of behavioral health and primary care that meets people where they are and get them to where they want to be-achieving their best possible health and a life of meaning and purpose. false false 34188220 4000 36493516 Partners In Recovery PIR operates a network of seven licensed outpatient clinics serving the diverse communities of Maricopa County, Arizona. Services are tailored to the individual needs and preferences of our service participants with a focus on reducing institutionalization, promoting self-sufficiency through employment, supporting access to primary and specialty healthcare and achieving the persons vision for success in spite of the symptoms of severe mental illness. PIR provides psychiatric, medication management, integrated primary care and support services for more than 9,000 adults with SMI and their family members, including supported employment and vocational services, living skills and wellness, peer and family support, counseling, educational and social services that reduce isolation, promote healthy lifestyles and enhance cognitive/behavioral functioning. 34188220 true true false false false false false false true false true false false false true true true 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 false false false true 64 0 true 598 true true true false false false false false false false false false false false X 13 13 false false true false true true true true true false false true true true true true true true true false X John Moore 4809693800 924 N Country Club Dr Mesa AZ 85201 Winona Belmonte Psychiatrist 040.00 X 339987 0 10631 Nancy Martin-Concepcion Psychiatrist 040.00 X 282397 0 34326 Darwyn Chern Chief Medical Officer 040.00 X 272062 0 26739 Cesar Villarreal Psychiatrist 040.00 X 260896 0 22231 Amanda Troutman Psychiatrist 040.00 X 256056 0 23995 Arashdeep Gill Psychiatrist 040.00 X 245301 0 7615 John Moore CFO 020.00 030.00 X 0 209207 28161 Christina Dye President to 12/2019 040.00 X 199715 0 12794 Shar Najafi-Piper CEO 020.00 030.00 X 0 161915 9532 Don J Fowls Chairman 002.00 012.00 X X 0 0 0 David Day Vice Chair / Treasurer 002.00 012.00 X X 0 0 0 Deborah Elliott Secretary 002.00 012.00 X X 0 0 0 Wilford A Cardon Immediate Past Chair 002.00 012.00 X X 0 0 0 Jon Scott Williams Member 002.00 012.00 X 0 0 0 Brian Middleton Member 002.00 012.00 X 0 0 0 Chris Schneck Member 002.00 012.00 X 0 0 0 Brian Kotsur Member 002.00 012.00 X 0 0 0 Holly Williams Member 002.00 012.00 X 0 0 0 Diane Hough Member 002.00 012.00 X 0 0 0 A Melvin McDonald Member 002.00 012.00 X 0 0 0 Abraham Barton Member from 2/2020 002.00 012.00 X 0 0 0 Paul Barnes Member from 8/2020 002.00 012.00 X 0 0 0 1856414 371122 176024 32 false true false Marc Community Resources Inc 924 N Country Club Dr Mesa AZ 85201 Program and Support Services 1812042 Topax Information Solutions 2700 N Central Ave 15th Floor Phoenix AZ 85004 Electronic Medical Records 281795 Flexprint LLC PO Box 790448 St Louis MO 631790448 Printing services 111601 Delta-T Group Phoenix Inc PO Box 884 Bryn Mawr PA 19010 Temporary Staffing 109835 4 1837742 14095 1851837 Outpatient Clinic 621400 36396388 36396388 36396388 7451 7451 154728 57600 97128 97128 97128 -2011 38350793 36493516 -2011 7451 4000 4000 0 0 0 453196 321332 131864 0 22491145 21718830 772315 238895 191707 47188 1975934 1883484 92450 1761583 1693605 67978 0 247144 1500 245644 22850 22850 0 0 2822904 2034976 787928 28049 28049 549881 540494 9387 1289837 1174558 115279 0 2514261 2495720 18541 3675 3675 0 31416 27633 3783 3117 2984 133 0 628516 613810 14706 252618 215126 37492 Member Services Program Supplies 471084 431646 39438 Equipment - Medical 205250 193410 11840 Transportation / Vehicle Expense 523433 519411 4022 Fees, Dues Subscriptions 199098 120319 78779 25608 25608 36743494 34188220 2555274 0 271760 193803 1859027 8716477 1396920 425981 76233 84583 6287002 3908422 2987746 2378580 530581 696262 29738 94366 282955 221547 7434960 12811599 3930982 3330969 1612942 691726 1000 1000 1058785 1027622 4600900 115971 834792 6719680 10487009 X 715280 2324590 715280 2324590 7434960 12811599 X 1607299 2011 X X false true X true false X 0 0.00000 333000 135825 157939 214827 1851837 2693428 29024636 31763824 34736475 34673755 36493516 166692206 29357636 31899649 34894414 34888582 38345353 169385634 400 400 800 400 400 800 169384834 4852 3202 5291 8187 7451 28983 0 4852 3202 5291 8187 7451 28983 0 84285 84285 29446773 31902851 34899705 34896769 38352804 169498902 0.99930 0.99920 0.00020 0.00020 X Part III Section B Line 12 Net capital gains losses from the sale of assets are excluded from the public support calculations of Schedule A. The following gainslosses from the sale of property and equipment used in exempt program activities have been reported on the Form 990 Part VIII Statement of Revenue but are not reflected in Schedule A Column c 2017 5,875. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 983032 983032 3902031 2622616 1279415 1382589 1285806 96783 19350 19350 2378580 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Due from Marc Community Resources 196641 Due from COPA Health, Inc. 638151 834792 X 37266785 160952 160952 37105833 1244960 1244960 38350793 36902434 158940 158940 36743494 36743494 IV 2 b Partner in Recovery holds security deposits for medical office tenants. X 2 The entity believes that is has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The entities would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. XI 2 d Other 160,952 Rent expenses reclassified to Revenue from Expense for the tax return 57,600, Tax-to-book adjustment for K-1 passthrough net activity of 2,011 ordinary loss, Expense rebate reclassified to expense from revenue for the tax return 101,341. XI 4 b Other 1,244,960 - Deferred revenue liability forgiveness in FY20 reflected in comparative audited financial statements in FY19. XII 2 d Other 158,942 Rent expenses reclassified to Revenue from Expense for the tax return 57,600, Expense rebate reclassified to expense from revenue for the tax return 101,341, and rounding adjustment of 1. X X X false true false false false false false true false Shar Najafi-Piper CEO 151915 10000 9532 171447 John Moore CFO 182014 27193 28161 237368 Christina Dye President to 12/2019 178715 21000 5255 7539 212509 Darwyn Chern Chief Medical Officer 269962 2100 8388 18351 298801 Winona Belmonte Psychiatrist 236960 5071 97956 10631 350618 Nancy Martin-Concepcion Psychiatrist 233000 7331 42066 6152 28174 316723 Cesar Villarreal Psychiatrist 253812 4200 2884 22231 283127 Amanda Troutman Psychiatrist 232400 7644 16012 7901 16094 280051 Arashdeep Gill Psychiatrist 211040 425 33836 6895 720 252916 Part I Line 3 The Organization sponsors a 403b defined contribution plan the Plan covering substantially all employees. The Plan is combined with, and in the name of, Marc Community Resources. The Plan provides for employer contributions based primarily on employee participation. The Organization also has a non-qualified deferred compensation plan Non-Qualified 457b Plan covering certain executives. The Non-Qualified 457b Plan provides for employer contributions at the discretion of the Board of Directors of the Organization. Employee deferrals are limited to the lesser of 15,000 or 100 of annual compensation. Partners in Recovery made contributions to the Non-Qualified deferred compensation 457b Plan for the following individuals for the 2019 calendar year Christina Dye 5,031, Darwyn Chern 8,351, Nancy Martin-Concepcion 6,175, Amanda Troutman 268, and Arashdeep Gill 7,014. Employer contributions to the Non-Qualified 457b Plan are reported within the employees Form W-2 wages and as such, the employer contributions are reported within Schedule J, Line B iii Other reportable compensation and are not reported in Column C Retirement and other deferred compensation. Part I Line 7 Non-fixed Payments a discretionary bonus of 21,000 was given to Christina Dye for meeting an integration performance goal and other key performance indicators. The organization has a committee that reviews all executive compensation through review of comparative data and this compensation is approved by the board in advance of any payments being made. Form 990, Part VI, Section A, Line 4 The Organizations Bylaws and Articles of Incorporation were amended to establish COPA Health, Inc. COPA to be the Sole Member of Partners in Recovery, LLC PIR as of June 2020. At all times, the Directors and Officers of COPA will be the Directors and Officers of PIR. Form 990, Part VI, Section B, Line 6 7 a COPA Health, Inc. is the sole member of the filing organization and COPA Health, Inc. appoints the board members to serve on the filing organizations board. Form 990, Part VI, Section B, Line 7 b The following acts require approval from the Membership Body 1 Amendments to the Organizations Operating Agreement, 2 Sale or Disposition of substantially all of the assets, 3 Assignment for the benefit of creditors, file a voluntary petition in bankruptcy or consent to appointment of a receiver for the Organization, 4 Approval of a plan of merger or consolidation, 5 Contract or agreement with any Member, Interest Holder or Affiliate Member, 6 Acquisition or sale of real property, 7 Borrowing money from any lender or Member in excess of 50,000, 8 Issuance of further Membership Interests, 9 Decisions that affect the tax liability of the Organization or Members as well as any elections that would affect the Organization or Members, 10 Institution of fringe benefits for Organization employees, 11 Distributions to Members except as otherwise provided, 12 Expanding into new business area such as providing different products or services that exceed 5 of the amount set forth in the budget or any line thereof, and 13 Adoption or Modification of the annual budget. Form 990, Part VI, Section B, Line 11 b Copies of the 990 and all related schedules are sent out to the entire Board of Directors for review. Any questions the Board might have are directed back to the Chief Financial Officer. The 990 is then discussed at a full board meeting and approved by the Board of Directors. Form 990, Part VI, Section B, Line 12 c Enforcing the policy on conflicts of interest is the responsibility of Partners in Recoverys Governance committee. This committee dedicates one meeting per year to 1 Ensure all conflict of interest statements have been received, 2 Ensure conflicts are fully understood and implications discussed and disposition agreed upon, 3 Ensure the board members with conflicts, if any, follow policy with respect to voting on matters that they may have a conflict with, and 4 Recommend enhancements to existing forms, policies and training related to conflicts of interest. Form 990, Part VI, Section B, Line 15 a b Partners in Recovery used market data from the Forms 990 of comparable organizations and market data from the Regional Behavioral Health Authority that reflected what comparable positions were being paid to determine the compensation of officers. All decisions and support information was contemporaneously documented. Form 990, Part VI, Section C, Line 18 19 The Organization will provide in a timely manner, copies of all policies, procedures, annual financial audits and Forms 990 when requested. Form 990, Part XI, Line 9 Other Change in Net Assets 2,011 K-1 passthrough net loss a tax-to-book adjustment. Form 990, Part XII, Line 2 c The board of directors has a Risk and Audit Committee that is tasked to oversee the consolidated financial statement audit and select the independent auditor. Marc Community Resources 924 N Country Club Drive Mesa AZ 85201 860137109 Serve mentally ill and I/DD populations AZ 501 c 3 10 COPA Health Inc false Village at Oasis Park I 924 N Country Club Drive Mesa AZ 85201 271838305 Special needs housing AZ 501 c 3 12 COPA Health Inc false Village at Oasis Park II 924 N Country Club Drive Mesa AZ 85201 273345789 Special needs housing AZ 501 c 3 12 COPA Health Inc false The Marc Foundation 924 N Country Club Drive Mesa AZ 85201 860604565 Planned Giving AZ 501 c 3 12 COPA Health Inc false Advocates for the Disables 924 N Country Club Drive Mesa AZ 85201 860285294 Assist w/ govt benefits AZ 501 c 3 7 COPA Health Inc false COPA Health Inc 924 N Country Club Drive Mesa AZ 85201 844608444 Support and programmatic resources AZ 501 c 3 12 N/A false TecMarc 924 N Country Club Dr Mesa AZ 85201 262119128 Technical Svcs AZ Marc Community Resources C Corp false false true false false false false false false false false false false true false true true true false false