2018-04-30T18:14:15-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E FL 16 LOS ANGELES CA 90067 990 2016-07-01 953302967 Mental Health Systems Inc MENT 8585732600 9465 FARNHAM STREET San Diego CA 92123 STACY MAXA CFO 8585732600 2018-03-05 1 TAYIIKA M DENNIS P01575149 3102732501 198.101.121.169 2018-03-05 16:19:22 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A4C22089B5647235304F81F9F808BDA9DA8D41EA 2016 2021-01-29 14:40:06Z JAMES C CALLAGHAN JR 9465 FARNHAM STREET San Diego CA 92123 66303367 0 X MHSINC@ORG X 1978 CA To improve the lives of individuals, families and communities impacted by substance abuse and behavioral health disorders. 11 9 1076 19 0 0 67530440 62109190 2492184 2258175 3343 1028050 2262307 228631 72288274 65624046 0 0 0 0 37940493 36230533 0 0 0 35503499 30160907 73443992 66391440 -1155718 -767394 34494581 32285299 23193060 22499199 11301521 9786100 X To improve the lives of individuals, families and communities impacted by substance abuse and behavioral health disorders. 0 0 56598380 3514856 Mental Health services: Individuals with serious mental illness face many challenges including social stigma and isolation. MHS has a long-standing history of providing strengths-based services where treatment staff build upon the strengths and capabilities of clients to enhance treatment. Hope is an essential ingredient to enable clients to move forward on their road to recovery. The cornerstone of treatment is a shared positive view of the client; individuals with serious mental illness can and do recover and become productive members of society. Effective treatment can provide clients with relief from impairments such as social isolation, increased health risks and a higher mortality rates, impaired family relationships, re-traumatization, increased hospitalization and homelessness. Substance Abuse services: The MHS treatment focus is that Substance Use Disorders are a symptom of an underlying problem. For many alcoholics and addicts, alcohol and drugs are not the problem, they are the answer to the problem. MHS is aware of the importance of effective engagement to support client's active participation in program services. We understand that engagement starts at the first point of contact and that early engagement and support are crucial to improving outcomes and increasing the promise of recovery. We work toward resolving issues that lead to substance use, while assisting clients with the development of healthy coping mechanisms. The MHS treatment philosophy is based on a cognitive-behavioral restructuring model, and Bio-Psycho-Social rehabilitation which addresses changes in the ability to process affect and develop such life skills as communication and problem solving as well as relapse prevention. MHS treats the whole person, providing education, motivation and support in the Change Process.Housing services: MHS understands that safe and stable housing is a critical platform for client stability. Services that integrate elements addressing an individual's immediate needs often enhance engagement. Addressing these barriers as specific components of clinical care can help enhance engagement. MHS' unparalleled expertise and leadership in developing housing options for individuals who are homeless or at-risk of homelessness is a key resource for the community. MHS understands the resources, time, and significance of serving this target population. MHS also understands that individuals who have experienced homelessness as a barrier to mental health and substance use treatment and movement towards their recovery are often difficult to engage and have challenges obtaining needed medical and psychiatric services, creating a significant impact on available resources. Based on MHS' deep level of understanding and demonstrated ability to successfully implement and manage subsidized housing resources for clients are further enriched through MHS' extensive experience developing master leases in units in which subsidies can be used. This program model provides clients with a permanent supportive housing platform upon which relevant treatment and support services can be accessed, promoting optimal recovery and improved quality of life. 56598380 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 1 0 0 0 1 328 0 1 1076 1 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X STACY MAXA 8585732600 9465 FARNHAM STREET San Diego CA 92123 eRNEST WRIGHT II BOARD CHAIR 1.00 X X 0 0 0 KATHRYN WAGE VICE CHAIR 1.00 X X 0 0 0 RITA MONTEIRO SECRETARY 1.00 X X 0 0 0 WILL RIVERA TREASURER 1.00 X X 0 0 0 IRENE STILLINGS BOARD MEMBER 1.00 X 0 0 0 JEANETTE SANCHEZ BOARD MEMBER 1.00 X 0 0 0 TED ANASIS BOARD MEMBER 1.00 X 0 0 0 JENNIFER ZIEGLER BOARD MEMBER/Former Interim CFO 1.00 X 147568 0 0 DANA ZUPANOVICH LUCKA BOARD MEMBER 1.00 X 0 0 0 JAMES C CALLAGHAN JR Chief executive officer 40.00 X 120854 0 4973 STACY MAXA CHIEF FINANCIAL OFFICER 40.00 X 74457 0 2013 WENDY BROUGHTON CHIEF OPERATING OFFICER 40.00 X 169880 0 6797 512759 0 13783 3 0 1 0 COMMUNITY RESEARCH FOUNDATION 1202 MORENA BLVD SUITE 300 SAN DIEGO CA 92110 mENTAL HEALTH SERVICES 1523357 SENIOR MEDICAL ASSOCIATES INC 2810 CAMINO DEL RIO SOUTH 102 SAN DIEGO CA 92108 Mental HEALTH SERVICES 1518388 NETSMART 3500 SUNRISE HIGHWAY SUITE D122 GREAT RIVER NY 11739 AVATAR / EHR APPLICATION 341011 INFO LINE OF SAN DIEGO COUNTY 3860 CALLE FORTUNADA 101 SAN DIEGO CA 92123 24 HOUR HELPLINE 331924 JERRY BOBO 12911 VIA LATINA DEL MAR CA 92014 Mental HEALTH SERVICES 295360 5 62030562 78628 62109190 Program service 900099 999153 999153 Rental Fees 531110 733301 733301 Client fees 900099 525721 525721 2258175 1707371 679321 1028050 1028050 1028050 Miscellaneous 900099 228631 228631 228631 65624046 3514856 0 0 X 512759 254648 258111 29371722 26715843 2655879 4122393 3686246 436147 2223659 1999337 224322 11946700 8651042 3295658 3432554 2495664 936890 127717 67472 60245 4801603 4278167 523436 850891 796001 54890 799139 164548 634591 1041754 898405 143349 Purchased Services 3876354 3876354 Program expense 802095 781661 20434 Equipment purchase 678546 629691 48855 Taxes and Licences 542974 495910 47064 1260580 807391 453189 66391440 56598380 9793060 0 1754467 3500776 18884337 15697146 682931 629124 18231686 7193436 12295416 11038250 5000 5000 872430 1415003 34494581 32285299 11960486 12855626 269435 230421 10963139 9413152 23193060 22499199 X 11215925 9696618 85596 89482 11301521 9786100 34494581 32285299 X -767394 -748027 X X 0 1 X 1 1 1 X 75533839 72589537 72399824 67530440 62109190 350162830 2673130 2271978 2996091 2492184 2258175 12691558 78206969 74861515 75395915 70022624 64367365 362854388 0 0 0 362854388 1889 3216 1936 3343 1028050 1038434 1889 3216 1936 3343 1028050 1038434 77873 2262307 228631 2568811 78208858 74864731 75475724 72288274 65624046 366461633 0.99020 0.99380 0.00280 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3099503 3099503 10926250 4112491 6813759 530953 530953 0 489133 482064 7069 3185847 2067928 1117919 11038250 X Part X, Line 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MHS RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT OF MHS DOES NOT BELIEVE THE FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. WITH FEW EXCEPTIONS, MHS IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR THE FISCAL YEARS BEFORE 2014 AND 2013, RESPECTIVELY. X 0 0 0 0 0 0 0 0 0 WENDY BROUGHTON CHIEF OPERATING OFFICER 169880 0 0 0 0 0 0 0 6797 0 176677 0 0 0 Form 990, Part VI, Section B, line 11b The draft tax return is reviewed by the CFO and the CEO before it is sent to the Board Audit Committee. The Audit Committee will review and approve the final tax return and authorize the CFO or the CEO to sign and submit the return. The Audit Committee will then communicate the results with the full Board. Form 990, Part VI, Section B, line 12c Annually the members of the Board of Directors complete a conflict of interest disclosure form. Additionally, employees are requested to complete a conflict of interest disclosure upon hire and as potential conflicts arise. Form 990, Part VI, Section B, line 15 The Board only reviews/approves compensation for CEO. CEO may bring forward discussion on key employees compensation, but Board has given authority to CEO to make compensation decisions for key employees. CEO may work with HR Director on obtaining market/comparability data. Form 990, Part VI, Section C, line 19 MHS's governing documents and conflict of interest policy and financial statements are made available upon request by interested parties. Form 990, Part IX, line 11g Laboratory fees: Program service expenses 527,965. Management and general expenses 2,200. Fundraising expenses 0. Total expenses 530,165. Professional fees and oustide services: Program service expenses 3,328,428. Management and general expenses 2,897,297. Fundraising expenses 0. Total expenses 6,225,725. Consulting fees: Program service expenses 4,794,649. Management and general expenses 396,161. Fundraising expenses 0. Total expenses 5,190,810. Form 990, Part XI, line 9: CONTRACT SETTLEMENT -748,027. FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR YEAR. NOVATA BEHAVIORAL HEALTH INC 10065 OLD GROVE ROAD SAN DIEGO CA 92131 271944162 HEALTHCARE CA N/A C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0