2020-07-15T14:06:45-05:00 2019-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2018-07-01 711018775 RECOVERY INNOVATIONS INC RECO 6026501212 2701 N 16TH STREET 316 PHOENIX AZ 85006 THOMAS CASTELLANOS CFO 6026501212 2020-07-15 1 BRENDA BLUNT CPA P00075126 6023810381 2020-07-15 65.140.217.66 2020-07-15 13:01:11 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F00CC96B76A2F3735E6CAD70FDC6067CB22599C8 2018 2021-01-29 14:40:06Z RI INTERNATIONAL DAVID COVINGTON 2701 N 16TH STREET 316 PHOENIX AZ 85006 79383905 0 X WWW.RIINTERNATIONAL.COM X 2006 AZ RECOVERY INNOVATIONS, INC. INCORPORATED IN THE STATE OF ARIZONA IN DEC. 2006 (CONT'D ON SCH O) AS A NON-PROFIT ORGANIZATION, HAS CREATED A NEW PARADIGM OF DELIVERING BEHAVIORAL HEALTH SERVICES THAT FOCUSES ON WELLNESS RATHER THAN THE TRADITIONAL ILLNESS-BASED APPROACH. THROUGH ITS LOCAL NON-PROFIT CORPORATIONS, RECOVERY INNOVATIONS OFFERS A RANGE OF SERVICES IN FOUR PRIMARY AREAS; CRISIS, HEALTH, RECOVERY AND CONSULTING. RECOVERY INNOVATIONS OPERATES RECOVERY-BASED MENTAL HEALTH SERVICES IN FIVE STATES AND NEW ZEALAND AND HAS PROVIDED RECOVERY TRAINING AND TRANSFORMATION CONSULTATION IN 27 STATES AND FIVE COUNTRIES ABROAD. OUR MISSION IS TO EMPOWER PEOPLE TO RECOVER, SUCCEED IN ACCOMPLISHING THEIR GOALS, FIND MEANING AND PURPOSE IN LIFE, AND RECONNECT WITH THEMSELVES AND OTHERS. OUR VISION IS TO ACTIVATE THE NEXT GENERATION OF FRAME-BREAKING HEALTHCARE INNOVATION TO SUPPORT PEOPLE BEYOND THEIR BEHAVIORAL HEALTH NEEDS AND SUCCEED IN THE COMMUNITY WHERE THEY LIVE, WORK, AND PLAY. 8 4 1493 6 0 0 478017 425973 72949906 78946069 1576387 8381 131208 1689 75135518 79382112 845974 767780 0 0 51409076 55981259 0 0 0 18403304 20071167 70658354 76820206 4477164 2561906 36966378 45993580 21963708 28439850 15002670 17553730 X TO CREATE OPPORTUNITIES AND ENVIRONMENTS THAT EMPOWER PEOPLE TO RECOVER, TO SUCCEED IN ACCOMPLISHING THEIR GOALS, AND TO RECONNECT TO THEMSELVES, OTHERS, AND TO FIND MEANING AND PURPOSE IN LIFE. 0 0 9591637 671165 9499948 HEALTH: RI'S OUTPATIENT SERVICES INCLUDE HOUSING, COMMUNITY BUILDING, RECOVERY EDUCATION, AND SEVERAL TRANSITION MANAGEMENT PROGRAMS; AN AREA OF GREAT STRENGTH FOR RI. OUR PROGRAMS ARE FOCUSED ON INCREASING EDUCATION AND EMPLOYMENT OPPORTUNITIES, AS WELL AS ASSISTING WITH SHORT AND LONGER-TERM HOUSING TO HELP EASE OUR PARTICIPANTS' INTEGRATION WHILE TRANSITIONING BACK INTO THE COMMUNITY. 41476842 49182588 CRISIS: RI'S CRISIS SERVICES INCLUDE RECOVERY RESPONSE CENTERS (CRISIS STABILIZATION PROGRAMS), EVALUATION & TREATMENT (INVOLUNTARY & COURT ORDERED TREATMENT), AND RESPITES. OUR PROGRAMS FOCUS ON CREATING "LIVING ROOM" TYPE OF ENVIRONMENTS IN WHICH EACH PERSON IS TREATED WITH RESPECT, COMPASSION, AND DIGNITY. OUR CRISIS PROGRAMS ENSURE SAFETY WHILE PROVIDING THE BEST CLINICAL AND MEDICAL TREATMENT SERVICES AVAILABLE TO THOSE EXPERIENCING A BEHAVIORAL HEALTH CRISIS. THESE SERVICES ARE AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK AND SERVE ALL REGARDLESS OF THEIR ABILITY TO PAY. 14068933 96614 18874551 RECOVERY: RI'S RECOVERY SERVICE INCLUDES WELLNESS CITIES CENTERS PROVIDING INDIVIDUAL AND GROUP PEER SUPPORT, PHYSICAL FITNESS GYMS, AND EDUCATION AND SOCIALIZATION PROGRAMS. PEER BRIDGER/NAVIGATOR OPPORTUNITIES ARE ALSO PROVIDED TO ENSURE SUCCESSFUL COMMUNITY TRANSITION OF OUR PARTICIPANTS (DIVERTING FROM INPATIENT HOSPITALIZATION AND RE ADMISSION). THE RI MODEL HAS HAD A GLOBAL IMPACT ON THE MENTAL HEALTH FIELD SERVING AS A DEMONSTRATION THAT RECOVERY FROM MENTAL HEALTH ILLNESS AND/OR ADDICTION IS POSSIBLE, USING PRINCIPLES AND PRACTICES THAT CREATE RECOVERY OPPORTUNITIES RI OFFERS. WE ARE PLACING AN EMPHASIS ON DEMONSTRATING MEASURABLY BOTH THE RECOVERY AND COST SAVINGS BENEFITS OF THESE PROGRAMS. 747923 1390671 CONSULTING: RECOVERY INNOVATIONS HAS BEEN A RECOGNIZED LEADER IN THE DEVELOPMENT OF A SOPHISTICATED AND EFFECTIVE PEER SUPPORT WORKFORCE. THE CORE OF THIS SUCCESS IS OUR SIGNATURE PEER EMPLOYMENT (CERTIFIED PEER SPECIALIST) TRAINING. IT'S ENGAGING, CHALLENGING AND TRANSFORMATIVE, AND HOLDS THE HIGH EXPECTATION THAT PEOPLE WITH SIGNIFICANT CHALLENGES CAN SUCCEED AT THE HIGHEST LEVEL. IN ADDITION, RI PROVIDES SEVERAL ADDITIONAL RECOVERY TRAINING COURSES AND TRANSFORMATIVE CONSULTATION FOR THE VA AND OTHER ORGANIZATIONS AND INDIVIDUALS, THROUGHOUT THE UNITED STATES AND ACROSS THE GLOBE. 747923 1390671 65885335 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 202 0 1 1493 1 0 1 NZ 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X EVETTE BELTRAN 6026501212 2701 N 16TH STREET SUITE 316 PHOENIX AZ 85006 SR KEN THOMPSON MEMBER 0.80 0.40 X 0 0 0 DR DENNIS MORRISON MEMBER 0.80 0.40 X 30000 0 0 VICTOR ARMSTRONG MEMBER 0.80 0.40 X 0 0 0 DR JOHN SANTOPIETRO MEMBER 0.80 0.40 X 0 0 0 SHANNON JACCARD CHAIR 0.80 0.40 X X 0 0 0 MICHAEL CASON VICE-CHAIR 0.80 0.40 X X 0 0 0 STEVEN FASICK SECRETARY 0.80 0.40 X X 0 0 0 BRIAN KARR TREASURER 0.80 0.40 X X 54000 0 0 DAVID W COVINGTON PRESIDENT/CEO 40.00 0.40 X X 490960 0 22633 THOMAS CASTELLANOS CFO 40.00 0.40 X 194478 0 14227 SUE ANN ATKERSON COO 40.00 0.40 X 216355 0 14627 VASANT HALAMAKAR MEDICAL DIRECTOR 40.00 X 330080 0 7887 CHARLES BROWNING MEDICAL DIRECTOR 40.00 X 474806 0 23302 ALICE PLUMMER PSYCHIATRIST 40.00 X 337843 0 19935 TRACY L CREWS MEDICAL DIRECTOR 40.00 X 299388 0 17262 LAURA CONLEY-PRICE PSYCHIATRIST 40.00 X 216008 0 13478 PATRICK KURITZ NURSE PRACTITIONER 40.00 X 218738 0 12560 SHARON A SY NURSE PRACTITIONER EX 40.00 X 192602 0 13806 3055258 0 159717 53 0 1 0 NETSMART TECHNOLOGIES INC 4950 COLLEGE BOULEVARD OVERLAND PARK KS 66211 IT CONSULTING 1243443 INTEGRATED HEALTH RESOURCES LLC 260 PEACHTREE ST NW 1900 ATLANTA GA 30303 IT SERVICES 518224 HSB CONSULTING INC 2701 E THOMAS RD STE G PHOENIX AZ 85016 MEDICAL SERVICES 333055 FASPSYCH LLC 8687 E VIA DE VENTURA STE 310 SCOTTSDALE AZ 85258 MEDICAL STAFFING 316307 DELTA CONSTRUCTION SERVICES LLC 10645 N TATUM BLVD STE 200-481 PHOENIX AZ 85028 CONSTRUCTION SERVICES 231269 14 425856 117 425973 FEES FOR SERVICES - CRISIS 541610 49182588 49182588 RECOVERY RESPONSE CTR 624100 18872862 18872862 HEALTH SERVICES 621400 9499948 9499948 CONSULTING/TRAINING 541610 1390671 1390671 78946069 8381 8381 3482 1793 1689 1689 79382112 78947758 0 8381 767780 767780 1676394 744550 931844 44470967 40130005 4340962 264853 244689 20164 6003854 5491743 512111 3565191 3210473 354718 387516 50938 336578 63422 19822 43600 4725617 2184021 2541596 1281854 1017234 264620 5379049 5332277 46772 1287430 790765 496665 83178 31718 51460 464770 361288 103482 1554964 930590 624374 742615 722217 20398 PROGRAM SUPPLIES 1691607 1690531 1076 MISC PROGRAM SERVICES E 854736 662381 192355 BAD DEBT EXPENSE 716855 716855 EQUIPMENT LEASE/MAINTEN 610547 576911 33636 227007 208547 18460 76820206 65885335 10934871 0 13835988 14833384 13533 13430 8543425 12931036 14738 55530 1116215 1378300 22673315 6178541 13094006 16494774 348473 287126 36966378 45993580 8220512 6815451 2975766 5044235 6748723 11128767 4018707 5451397 21963708 28439850 X 15002670 17553730 15002670 17553730 36966378 45993580 X 2561906 -103 1551 -12294 X 0 1 X 1 0 X 19809 21594 310524 478017 425973 1255917 44736172 55746810 64427668 72952356 78949551 316812557 44755981 55768404 64738192 73430373 79375524 318068474 0 74391 74391 74391 74391 317994083 160009 156810 158110 132928 8381 616238 160009 156810 158110 132928 8381 616238 44915990 55925214 64896302 73563301 79383905 318684712 0.99780 0.98740 0.00190 0.00520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8664729 1318983 7345746 8278844 2929328 5349516 2534211 1930230 603981 3195531 3195531 16494774 TENANT DEPOSITS 32455 INTERCOMPANY PAYABLES 2582826 LEASE OBLIGATIONS 1173721 DEBT ISSUANCE COSTS, NET -212605 LINE OF CREDIT 1875000 5451397 X 79447593 -103 67333 67230 79380363 1749 1749 79382112 76926080 107623 107623 76818457 1749 1749 76820206 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT 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 CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE REPORTED BY AFFILIATES 67,333. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRY 1,749. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY AFFILIATES 95,332. LOSS ON EXCHANGE OF FOREIGN CURRENCY 12,291. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRY 1,749. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA 1 11 PROGRAM SERVICES HEALTHCARE 458272 1 11 0 0 1 11 458272 0 458272 0 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION ACCOUNTS FOR ITS EXPENDITURES ON THE ACCRUAL BASIS. 1 SUPPORTED HOUSING 720 767780 PART I, LINE 2: ALL HOUSING SUBSIDIES ARE PAID DIRECTLY TO THE HOUSING PROVIDER. PARTICIPANTS MUST MEET CERTAIN QUALIFICATIONS THAT ARE VERIFIED BEFORE HOUSING IS PROVIDED. AT YEAR END, THERE IS A RECONCILIATION BETWEEN REVENUE RECEIVED AND ENCOUNTERS PROVIDED. PART III, COLUMN (B) NUMBER OF RECIPIENTS THE NUMBER OF RECIPIENTS IS AN ESTIMATE, BASED ON AN AVERAGE STAY OF 30 DAYS. X X X X 0 0 0 0 0 0 0 1 0 DAVID W COVINGTON PRESIDENT/CEO 420960 0 70000 0 0 0 8438 0 14204 0 513602 0 0 0 THOMAS CASTELLANOS CFO 151978 0 42500 0 0 0 4777 0 9488 0 208743 0 0 0 SUE ANN ATKERSON COO 160705 0 55650 0 0 0 1651 0 13013 0 231019 0 0 0 VASANT HALAMAKAR MEDICAL DIRECTOR 300111 0 29969 0 0 0 7887 0 54 0 338021 0 0 0 CHARLES BROWNING MEDICAL DIRECTOR 352306 0 122500 0 0 0 8559 0 14751 0 498116 0 0 0 ALICE PLUMMER PSYCHIATRIST 321643 0 16200 0 0 0 9439 0 10527 0 357809 0 0 0 TRACY L CREWS MEDICAL DIRECTOR 269125 0 30263 0 0 0 4229 0 13070 0 316687 0 0 0 LAURA CONLEY-PRICE PSYCHIATRIST 194800 0 21208 0 0 0 0 0 13515 0 229523 0 0 0 PATRICK KURITZ NURSE PRACTITIONER 202073 0 16665 0 0 0 5496 0 7102 0 231336 0 0 0 SHARON A SY NURSE PRACTITIONER EX 174992 0 17610 0 0 0 4513 0 9330 0 206445 0 0 0 PART I, LINE 7 A BONUS FOR 2017 WAS PAID IN JANUARY 2018 AND A BONUS FOR 2018 WAS PAID IN DECEMBER OF 2018. ALL BONUSES PAID ARE BASED ON OPERATIONAL OUTCOMES. FASICK HOLDINGS LLC & 659 CHESTNUT LLC MORE THAN 35% OWNED BY STEVEN FASICK, BOARD MEMBER. 548300 RENT PAYMENTS 0 INTEGRATED HEALTH RESOURCES MORE THAN 35% OWNED BY DAVID COVINGTON, PRESIDENT/CEO. 486293 IT SUPPORT SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED BY THE CFO AND A COPY IS PROVIDED TO THE BOARD PRIOR TO FILING. THE BOARD WILL REVIEW IT IN THE WEEK FOLLOWING FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER MUST REVIEW THE CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL CONFLICT BETWEEN A BOARD MEMBER'S OBLIGATIONS TO THE ORGANIZATION AND THE BOARD MEMBER'S PERSONAL, BUSINESS OR OTHER INTERESTS. WHEN A PERSONAL, BUSINESS, OR OTHER INTEREST EXISTS WHEREBY A DIRECTOR OR OFFICER MAY BE AFFECTED BY A BOARD OF DIRECTORS' ACTION OR BY DOING BUSINESS WITH THE CORPORATION, THE DIRECTOR OFFICER SHALL MAKE ALL CIRCUMSTANCES KNOWN TO THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING. THE MINUTES WILL REFLECT THE DISCUSSION AND RESOLUTION OF THE MATTER. UPON A VOTE OF DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS, THE INDIVIDUAL THAT HAS THE CONFLICT OF INTEREST MAY BE REQUIRED TO (A) ABSTAIN FROM VOTING ON THE MATTER, (B) ABSTAIN FROM PARTICIPATING IN THE DISCUSSION OF THE MATTER; AND/OR (C) NOT BE PRESENT DURING THE MEETING WHEN THE MATTER IS DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION REVIEWED THE COMPENSATION INFORMATION ON THE FORM 990 OF COMPARABLE NON-PROFITS TO HELP IN DETERMINING THE LEVELS OF COMPENSATION OF ITS EXECUTIVE STAFF. THE SALARY PACKAGE WAS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. THE DECISION WAS NOTED IN THE MINUTES OF THE BOARD MEETING. REVIEW LAST PERFORMED JULY 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY EXCHANGE RATE GAIN/LOSS -12,294. 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