2019-08-15T16:02:43-05:00 2018-09-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2017-10-01 866037149 THE NARBHA INSTITUTE INC NARB 9282338667 616 N BEAVER STREET FLAGSTAFF AZ 86001 MARY JO GREGORY CHIEF EXECUTIVE OFFICER 9282338667 2019-08-13 1 AMY A O'LOUGHLIN P00869687 6022646835 2019-08-13 12.221.96.220 2019-08-13 17:13:49 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1212D86953DF9911D4E957E54162B84DD93DFAA7 2017 2019-02-21 02:37:17Z MARY JO GREGORY 616 N BEAVER STREET FLAGSTAFF AZ 86001 7615834 0 X WWW.NARBHAINSTITUTE.ORG X 1967 AZ OVERSEES MEDICAID MANAGED CARE PLAN, PERMANENT SUPPORTED HOUSING AND POPULATION HEALTH. 5 3 10 4 0 0 5953979 4276240 705200 1322574 407252 838596 510611 -9567 7577042 6427843 2091478 1489614 0 0 1259732 1512778 0 0 0 1371448 1628256 4722658 4630648 2854384 1797195 55695505 65040397 225181 391239 55470324 64649158 X THE INSTITUTE OVERSEES A MEDICAID MANAGED CARE PLAN, PROVIDES PERMANENT SUPPORTED HOUSING FOR PERSONS LIVING WITH SERIOUS MENTAL ILLNESS, AND WORKS TO ADDRESS POPULATION HEALTH AND THE SOCIAL DETERMINANTS OF HEALTH AS A CONVENER AND SUPPORTER. 1 0 1980947 1319641 THE NARBHA INSTITUTE'S LARGEST PROGRAM IS ITS PROVISION OF SERVICES, SUPPORT AND GRANTS TO HEALTHCARE PROVIDERS WHO SERVE PRIMARILY MEDICAID BENIFICIARIES AND INDIGENT POPULATIONS. THIS INCLUDES GRANTS TO SUCH ORGANIZATIONS TO ACHIEVE HEALTH AND HEALTH RELATED SOCIAL OUTCOMES SUCH AS EMPLOYMENT, MEDICAID ELIGIBILITY COMPLIANCE, TIMELY MENTAL HEALTH ASSESSMENTS, PATIENT SATISFACTION, HOUSING, CRIMINIAL JUSTICE COORDINATION AND CULTURALLYCOMPETENT SERVICES. IN ADDITION TO GRANTS MADE DIRECTLY BY THE NARBHA INSTITUTE, THE ORGANIZATION MADE AN ADDITIONAL $127,542 IN GRANTS THROUGH ITS JOINT VENTURE. 478867 842582 THE NARBHA INSTITUTE'S JOINT VENTURE IS CONTRACTED WITH THE ARIZONA MEDICAID PROGRAM AS AN INTEGRATED REGIONAL BEHAVIORAL HEALTH AUTHORITY (RBHA) WHICH IS A MANAGED CARE ORGANIZATION SERVING OVER 166,000 COVERED LIVES IN NORTHERN ARIZONA. NARBHA PROVIDES A VARIETY OF SERVICES IN ADDITION TO GOVERNANCE OVERSIGHT OF THE VENTURE, SUCH AS MAINTENANCE OF CERTAIN HEALTHCARE FACILITIES IN REMOTE AREAS, HOUSING FOR PATIENTS LIVING WITH SERIOUS MENTAL ILLNESS AND PROVISION OF OFFICE SPACE TO THE JV.EFFECTIVE AUGUST 27, 2018, THE INSTITUTE ENTERED INTO AN AFFILIATION AGREEMENT WITH THE GUIDANCE CENTER (TGC), A SEPARATE 501(C)(3) ORGANIZATION, IN WHICH THE INSTITUTE BECAME ITS SOLE MEMBER. THE INSTITUTE HAS APPOINTED A NEW BOARD AND WILL ASSIST WITH MANAGEMENT OF TGC AND POTENTIAL FUTURE FUNDING AS NEEDED. TGC WILL CONTINUE TO OPERATE AS AN INDEPENDENT ORGANIZATION CONSISTENT WITH ITS OPERATIONS BEFORE THE AFFILIATION. TGC PROVIDES INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH SERVICES IN THE FLAGSTAFF REGION. 434099 67358 THROUGH A DISREGARDED ENTITY (WELL NORTH COMMUNITIES LLC), THE NARBHA INSTITUTE PROVIDES PERMANENT SUPPORTED HOUSING TO APPROXIMATELY 40 FAMILIES LIVING WITH SERIOUS MENTAL ILLNESS IN NORTHERN ARIZONA. TENANTS PAY AN INCOME ADJUSTED PORTION OF RENT (WHICH IS OFTEN ZERO) AND RESIDE IN APARTMENTS PURCHASED WITH FUNDING FROM THE ARIZONA DEPARTMENT OF HEALTH SERVICES. WHILE NOT LISTED ON FINANCIAL STATEMENTS AS AN EXPENSE , THE OPPORTUNITY COST OF THESE HEAVILY DISCOUNTED RENTS IS OVER $316,000 PER YEAR EXCLUDING UTILITIES, BASED ON HUD & SURVEY DATA. 759843 169973 412634 IN OCTOBER 2017, A SYMPOSIUM WAS HELD WITH THE MISSION OF ADVANCING WELLBEING IN NORTHERN ARIZONA. SPEAKERS FROM THE NATIONAL, STATE AND LOCAL LEVEL PRESENTED ON MENTAL HEALTH ISSUES FACING PEOPLE TODAY. IN ATTENDANCE WERE APPROXIMATELY 400 STAKEHOLDERS , PROVIDERS AND INTERESTED MEMBERS OF THE PUBLIC. AFFILIATION WITH TGCEXPENSES WERE INCURRED BY THE INSTITUTE IN ORDER TO DO DUE DILIGENCE PRIOR TO THE AFFILIATION AND FOR CONSULTANTS TO PLACE A VALUE ON THE PROPERTIES OWNED BY TGC.EXPENSES $212,675, INCLUDING GRANTS $56,973. REVENUE $412,634SEDI-SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE, RELATED ORGANIZATION, FILES SEPARATE 990, PROVIDES ECONOMIC DEVELOPMENT SERVICES, RELATED TO THE NARBHA INSTITUTE'S MISSION TO PROMOTE EMPLOYMENT AS A KEY SOCIAL DETERMINANT OF HEALTH.EXPENSES $164,233, INCLUDING GRANTS OF $113,000. REVENUE $0COMMUNITY NEEDS ASSESSMENT A COMPREHENSIVE STUDY OF COMMUNITY HEALTH NEEDS AND HEALTH EQUITY GAPS THROUGH THE NORTHERN ARIZONA UNIVERSITY (NAU) CENTER FOR HEALTH EQUITY WAS COMMISSIONED TO TAKE PLACE OVER SEVERAL YEARS. NAU IS A PUBLIC RESEARCH UNIVERSITY AND THE STUDY WILL BE USED TO PRIORITIZE FUTURE INTERVENTIONS, IDENTIFY OPPORTUNITIES AND LEVERAGE PARTNERSHIPS WITH ENTITIES SUCH AS LOCAL HOSPITALS, HEALTHCARE PROVIDERS AND COMMUNITY BASED ORGANIZATIONS.EXPENSES $78,183, INCLUDING GRANTS $0, REVENUE $0THE NARBHA ATLAS WAS LAUNCHED TO BE AN ONLINE RESOURCE OF "VISUALIZATIONS" THAT WILL ENABLE COLLABORATORS, INFLUENCERS, AND PROGRAM DEVELOPERS TO INTERACT WITH DATA IN NEW AND ENGAGING WAYS. THE GOAL IS TO MAKE HEALTH-RELATED DATA MORE UNDERSTANDABLE, USABLE AND ACCESSIBLE.EXPENSES $26,281 INCLUDING GRANTS $0, REVENUE $0 759843 169973 412634 3653756 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 23 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 AZ X JUDY MARFECHUK 9282338667 616 N BEAVER STREET FLAGSTAFF AZ 86001 MARY JO GREGORY PRESIDENT & CEO 47.00 X X 441469 0 22042 JAMES WURGLER VICE-PRESIDENT 6.00 X X 0 0 0 MARRINER CARDON SECRETARY 4.00 X X 0 0 0 JIM DYKES DIRECTOR 4.00 X 0 0 0 CELESTE IRONS DIRECTOR 4.00 X 0 0 0 JAMES COOK CFO 40.00 X 83538 0 4544 MARK CARROLL CHIEF HEALTH OFFICER 40.00 X 197880 0 29199 NATHAN JONES LEGAL COUNSEL 45.00 X 147695 0 11020 JUDITH MARFECHUK CONTROLLER 35.00 X 131460 0 11020 1002042 0 77825 4 0 1 0 STRATEGIC HEALTH ADVISORS INC 90 DORNOCH WAY COTO DE CAZA CA 92679 CONSULTING 200575 1 4275658 582 4276240 RENTAL REVENUE 531110 709940 709940 GUIDANCE CENTER INC 621400 412634 412634 CONSULTING INCOME 541610 200000 200000 1322574 572964 572964 16795 27034 -10239 -10239 -10239 1426589 1160957 265632 265632 265632 MISCELLANEOUS 900099 672 672 672 6427843 1322574 0 829029 1489614 1489614 1072425 657631 414794 346441 227647 118794 30757 20307 10450 63155 39890 23265 30592 30592 14825 14825 26775 26775 121302 121302 394188 337882 56306 61447 35311 26136 36012 28552 7460 174463 165790 8673 59625 35265 24360 259562 195523 64039 432400 365289 67111 DUES AND SUBSCRIPTIONS 13690 7732 5958 MISCELLANEOUS EXPENSES 3375 1906 1469 4630648 3653756 976892 0 1475909 2697358 11667525 11716257 5723 2221 78009 174728 11562771 3416183 7511010 8146588 21061746 22311108 13895583 19992137 55695505 65040397 225181 391239 225181 391239 X 55470324 64649158 55470324 64649158 55695505 65040397 X 1797195 573377 6808262 X 0 0 0 X 159284926 197900920 6454150 5953979 4276240 373870215 159284926 197900920 6454150 5953979 4276240 373870215 373870215 58057 102136 94657 357451 589759 1202060 15413 11107 10200 510611 672 548003 375620278 4006106 0.99530 0.99710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REBATES BOOK SALES OTHER MISC - 2013 AMOUNT: $ 15,413. 2014 AMOUNT: $ 11,107. MISCELLANEOUS INCOME - 2015 AMOUNT: $ 10,200. 2016 AMOUNT: $ 8,902. 2017 AMOUNT: $ 672. AHIP REFUND - 2016 AMOUNT: $ 501,709. 2160465 2160465 9160001 3244152 5915849 223294 172031 51263 19011 19011 8146588 INVESTMENT IN HEALTH CHOICE INTEGRATED CARE, LLC 12771241 INVESTMENT IN THE GUIDANCE CENTER 7220896 19992137 X PART X, LINE 2: NARBHA QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND, THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. IN ADDITION, NARBHA QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. MANAGEMENT DOES NOT BELIEVE NARBHA HAS ANY UBTI FOR THE YEAR ENDED SEPTEMBER 30, 2018. NARBHA EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. 1 CHANGEPOINT INTEGRATED HEALTH INC (N 85000 AND JV 534) 1801 W DEUCE OF CLUBS SUITE 100 SHOW LOW AZ 85901 860215065 501(C)(3) 85534 PROGRAM SUPPORT ENCOMPASS HEALTH SERVICES INC (N 30000 AND JV 259) PO BOX 790 PAGE AZ 86040 860473221 501(C)(3) 30259 PROGRAM SUPPORT LITTLE COLORADO BEHAVIORAL HEALTH CENTERS INC (N 20000 AND JV 5445) PO BOX 699 SPRINGERVILLE AZ 85938 860250938 501(C)(3) 25445 PROGRAM SUPPORT MOHAVE MENTAL HEALTH CLINICS INC (N) 1743 SYCAMORE AVENUE KINGMAN AZ 86409 860214457 501(C)(3) 185000 PROGRAM SUPPORT SOUTHWEST BEHAVIORAL HEALTH SERVICES INC (N 140000 AND JV 10687) 3450 N 3RD STREET PHOENIX AZ 85012 860290033 501(C)(3) 150687 PROGRAM SUPPORT SPECTRUM HEALTH CARE INC (N 80000 AND JV 4237) 8 E COTTONWOOD STREET COTTONWOOD AZ 86326 860207499 501(C)(3) 84237 PROGRAM SUPPORT THE GUIDANCE CENTER INC (N 56973 AND JV 6500) 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 501(C)(3) 6500 56973 CASH REIMBURSEMENT WAGES, EMPLOYEE RELATED EXPENSES PROGRAM SUPPORT WEST YAVAPAI GUIDANCE CENTER (N 160000 AND JV 5858) 3343 N WINDSONG DRIVE PRESCOTT AZ 86314 860206928 501(C)(3) 165859 PROGRAM SUPPORT OLD CONCHO COMMUNITY ASSISTANCE CENTER INC (JV) PO BOX 50 CONCHO AZ 85924 860907044 501(C)(3) 30000 PROGRAM SUPPORT NORTHERN ARIZONA HEALTHCARE FOUNDATION INC (N 5000 AND JV 5000) 1200 N BEAVER STREET FLAGSTAFF AZ 86001 860110232 501(C)(3) 10000 PROGRAM SUPPORT FLAGSTAFF FAMILY FOOD CENTER (N) PO BOX P FLAGSTAFF AZ 86002 860754044 501(C)(3) 75000 PROGRAM SUPPORT FLAGSTAFF UNIFIED SCHOOL DISTRICT (N) 3285 E SPARROW AVENUE FLAGSTAFF AZ 86004 860593041 GOVERNMENT 7000 PROGRAM SUPPORT COTTONWOOD-OAK CREEK SCHOOL DISTRICT (N) 1 N WILLARD STREET COTTONWOOD AZ 86326 866000563 GOVERNMENT 50000 PROGRAM SUPPORT NORTHERN ARIZONA UNIVERSITY (N) PO BOX 4080 FLAGSTAFF AZ 86011 742579628 GOVERNMENT 74790 PROGRAM SUPPORT NORTHERN ARIZONA UNIVERSITY FOUNDATION (N) PO BOX 4094 FLAGSTAFF AZ 86011 860193726 501(C)(3) 100000 PROGRAM SUPPORT COMMUNITY BRIDGES INC (N 30000 AND JV 250) 1855 W BASELINE RD SUITE 101 MESA AZ 85202 862880847 501(C)(3) 30250 PROGRAM SUPPORT CORNUCOPIA COMMUNITY ADVOCATES (N) 95 SPOTTED FAWN CT SEDONA AZ 86351 860990310 501(C)(3) 24180 PROGRAM SUPPORT COUNTY OF YAVAPAI (N) 255 E GURLEY STREET PRESCOTT AZ 86301 866000561 GOVERNMENT 130894 PROGRAM SUPPORT CHOP FOUNDATION (N) PO BOX 78152 PHILADELPHIA PA 19178 232237932 501(C)(3) 30000 PROGRAM SUPPORT NORTHERN ARIZONA PRIDE ASSOCIATION (JV) PO BOX 1604 FLAGSTAFF AZ 86002 860974341 501(C)(3) 5000 PROGRAM SUPPORT VITALYST HEALTH FOUNDATION (N) 2929 N CENTRAL SUITE 1550 PHOENIX AZ 85012 860097240 501(C)(3) 20000 PROGRAM SUPPORT COMMUNITY OUTREACH AND PATIENT EMPOWERMENT (N) 210 E AZTEC AVENUE GALLUP NM 87301 465551998 501(C)(3) 7900 PROGRAM SUPPORT GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL INC (N) 119 E CORONADO RD PHOENIX AZ 85004 860133397 501(C)(3) 5000 PROGRAM SUPPORT MUSEUM OF NORTHERN ARIZONA (N) 3101 N FORT VALLEY ROAD FLAGSTAFF AZ 86001 860098920 501(C)(3) 15000 PROGRAM SUPPORT ARIZONA TOWN HALL (N) 2400 W DUNLAP AVE 200 PHOENIX AZ 85021 860177876 501(C)(3) 10000 PROGRAM SUPPORT HEALTH CURRENT INC (JV) 3877 N 7TH STREET 150 PHOENIX AZ 85014 208381131 501(C)(3) 12000 PROGRAM SUPPORT HELPING FAMILIES IN NEED (JV) 3010 S 92ND DRIVE TOLLESON AZ 85353 800744034 501(C)(3) 20000 PROGRAM SUPPORT TECHNICAL ASSISTANCE PARTNERSHIP OF ARIZONA (N) 2929 N CENTRAL AVENUE SUITE 1550 PHOENIX AZ 85012 860975231 501(C)(3) 5000 PROGRAM SUPPORT COCONINO COUNTY SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE 616 N BEAVER STREET FLAGSTAFF AZ 86001 261077054 501(C)(3) 55047 57953 CASH REIMBURSEMENT WAGES, EMPLOYEE RELATED EXPENSES PROGRAM SUPPORT 29 PART I, LINE 2: THE NARBHA INSTITUTE MAKES GRANTS ITSELF AND THROUGH ITS JOINT VENTURE, HEALTH CHOICE INTEGRATED CARE. GRANTS MADE DIRECTLY BY THE NARBHA INSTITUTE ARE REPORTED WITH A (N) IN THE NAME. GRANTS MADE THROUGH THE JOINT VENTURE ARE REPORTED WITH A (JV) IN THE NAME. GRANTS MADE THROUGH THE JOINT VENTURE AMOUNT TO $127,542. BOTH ENTITIES REQUIRE MOST PROSPECTIVE GRANTEES TO FILE A REQUEST FOR FUNDING ON A STANDARD FORM. THE BOARD OF THE GRANT-MAKING ENTITY APPROVES A GRANT-MAKING BUDGET AND ANY GRANTS OUTSIDE THE BUDGETED AMOUNTS. STAFF COMMITTEES REVIEW GRANT APPLICATIONS FOR CONSISTENCY WITH THE NARBHA INSTITUTE'S MISSION AND CHARITABLE PURPOSE, SCREEN FOR CONFLICTS OF INTEREST, ASCERTAIN WHETHER THE GRANTEE IS A PUBLIC CHARITY OR GOVERNMENTAL ENTITY, AND MAKE A FINAL RECOMMENDATION TO THE BOARD OR CHIEF EXECUTIVE AS APPROPRIATE. IF AN AWARD IS MADE, THE REPRESENTATIONS MADE IN THE APPLICATION ARE MADE CONTRACTUALLY BINDING AND FUNDING IS RESTRICTED TO THE PURPOSE DESCRIBED IN THE GRANT. SOME SMALLER GRANTS (PRIMARILY EVENT SPONSORSHIPS) DO NOT FOLLOW THE FORMAL APPLICATION PROCESS BUT ARE MONITORED BY HAVING STAFF VERIFY THE PUBLIC CHARITY STATUS OF THE COMPANY HOSTING THE EVENT, HAVING STAFF ATTEND THE EVENT, AND REVIEWING EVENT INFORMATION AND MATERIALS. NARBHA MAY RELY ON THE PUBLIC CHARITY STATUS OF THE GRANTEE TO ENSURE THAT THE GRANT IS CONSISTENT WITH CHARITABLE PURPOSES, OR IT MAY REQUIRE (OR IN THE RARE CASE OF A GRANT TO AN ENTITY WHICH IS NOT A PUBLIC CHARITY OR GOVERNMENTAL UNIT, WILL REQUIRE) REPORTS AND MEASURED OUTCOMES DEMONSTRATING THE USE OF FUNDS CONSISTENT WITH NARBHA'S CHARITABLE PURPOSE AND MISSION. X X X X X 0 0 0 0 0 0 0 0 0 MARY JO GREGORY PRESIDENT & CEO 436469 0 0 0 5000 0 0 0 22042 0 463511 0 0 0 MARK CARROLL CHIEF HEALTH OFFICER 197880 0 0 0 0 0 0 0 29199 0 227079 0 0 0 NATHAN JONES LEGAL COUNSEL 142366 0 0 0 5329 0 0 0 11020 0 158715 0 0 0 PART I, LINE 3 BASED ON COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, THE COMPENSATION OF THE CEO AND KEY EMPLOYEES WAS REVIEWED AND APPROVED BY THE ORGANIZATION'S GOVERNING BODY, COMPOSED OF INDEPENDENT MEMBERS WITHOUT CONFLICTS. THE CEO'S COMPENSATION IS SET BY CONTRACT AND THE APPROVAL OF THE INDEPENDENT DIRECTORS IS BASED ON THE ADVICE OF INDEPENDENT COMPENSATION CONSULTANTS SPECFICALLY CONTRACTED TO ENSURE THAT COMPENSATION IS NOT EXCESSIVE IN LIGHT OF A COMPLEX HEALTHCARE ORGANIZATION OVERSEEING A JOINT VENTURE WHICH PROVIDES PHYSICAL AND BEHAVIORAL HEALTH SERVICES TO OVER 145,000 COVERED MEDICAID LIVES. FORM 990, PART III, LINE 2 EFFECTIVE AUGUST 27, 2018, THE INSTITUTE ENTERED INTO AN AFFILIATION AGREEMENT WITH THE GUIDANCE CENTER (TGC), A SEPARATE 501(C)(3) ORGANIZATION, IN WHICH THE INSTITUTE BECAME ITS SOLE MEMBER. THE INSTITUTE HAS APPOINTED A NEW BOARD AND WILL ASSIST WITH MANAGEMENT OF TGC AND POTENTIAL FUTURE FUNDING AS NEEDED. TGC WILL CONTINUE TO OPERATE AS AN INDEPENDENT ORGANIZATION CONSISTENT WITH ITS OPERATIONS BEFORE THE AFFILIATION. TGC PROVIDES INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH SERVICES IN THE FLAGSTAFF REGION. FORM 990 PART IV, LINE 12A THE NARBHA INSTITUTE IS IN THE PROCESS OF BEING AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE AUDIT WAS UNABLE TO BE COMPLETED BEFORE THE FORM 990 FILING DEADLINE DUE TO THE UNAVAILABILITY OF FINALIZED FINANCIAL INFORMATION FROM IT JOINT VENTURE PARTNER. FORM 990, PART VI, SECTION B, LINE 11B CORPORATE PRACTICES REQUIRE REVIEW OF FORM 990 BY THE PRESIDENT AND VICE-PRESIDENT OF THE BOARD OF DIRECTORS ON BEHALF OF THE BOARD OF DIRECTORS PRIOR TO FILING THE ORGANIZATION'S 990 RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ADOPTED THE IRS MODEL POLICY WHICH PROVIDES FOR ANNUAL DISCLOSURE BY "ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS." THE GENERAL COUNSEL ENSURES ANNUAL COMPLETION OF DISCLOSURES AND ENFORCES THE POLICY, WHICH ENSURES THAT NO INTERESTED PERSON WILL BE INVOLVED IN ANY DISCUSSION OR VOTE ON ANY MATTER ABOUT WHICH THEY HAVE DISCLOSED AN INTEREST. VIOLATIONS OF THE CONFLICTS POLICY MAY RESULT IN SANCTIONS UP TO AND INCLUDING REMOVAL. FORM 990, PART VI, SECTION B, LINE 15 THE NARBHA INSTITUTE HAS ENGAGED THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS FOR BOTH THE CEO AND KEY EMPLOYEES, AND HAS ALSO DONE ORGANIZATION-WIDE COMPENSATION STUDIES. COMPENSATION OF THE CEO IS DETERMINED BY INDEPENDENT DIRECTORS BASED ON SUCH COMPENSATION STUDIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INHERENT CONTRIBUTION - PY 6,808,262. WELL NORTH COMMUNITIES LLC 616 N BEAVER STREET FLAGSTAFF AZ 86001 866037149 PROPERTY OWNERSHIP AND PROVIDING AFFORDABLE HOUSING AZ 316658 2360669 THE NARBHA INSTITUTE COCONINO COUNTY SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE 616 N BEAVER STREET FLAGSTAFF AZ 86001 261077054 MICRO-LOANS AZ 501(C)(3) LINE 7 THE NARBHA INSTITUTE 1 THE GUIDANCE CENTER INC 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 BEHAVIORAL HEALTH SERVICES AZ 501(C)(3) LINE 7 THE NARBHA INSTITUTE 1 HEALTH CHOICES INTEGRATED CARE LLC 1300 S YALE ST FLAGSTAFF AZ 86001 471961438 MEDICAID MANAGED CARE AZ HEALTH CHOICE INTEGRATED CARE LLC RELATED 4275658 29014898 0 1 0.48000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0