2017-02-06T12:51:03-06:00 2016-06-30 351178661 Blue & Co LLC 500 N Meridian St Suite 200 Indianapolis IN 46204 990 2015-07-01 200072992 Centerstone of America Inc CENT 8123391691 44 Vantage Way Suite 400 Nashville TN 37228 Steven C Holman Chief Financial Officer 8123391691 2017-02-02 1 Angela N Crawford CPA P00573197 3176334705 2017-02-02 2015 2021-01-29 14:40:06Z X David Guth 44 Vantage Way Suite 400 Nashville TN 37228 16034389 0 X n/a X 2008 IN INCORPORATED TO BE THE HOLDING ENTITY FOR CENTERSTONE OF INDIANA, INC., CENTERSTONE OF TENNESSEE, INC., Centerstone of Illinois, Inc., AND RELATED ORGANIZATIONS. 8 8 195 9 0 0 0 420000 12518836 15438952 136920 130352 26098 38723 12681854 16028027 5000 74956 0 0 9243601 12098018 0 0 0 3433253 3506572 12681854 15679546 0 348481 11328386 8053564 11792184 8168881 -463798 -115317 X INCORPORATED TO BE THE HOLDING ENTITY FOR CENTERSTONE OF INDIANA, INC., CENTERSTONE OF TENNESSEE, INC., Centerstone of Illinois, Inc., AND RELATED ORGANIZATIONS. 0 0 14854501 74956 15438952 See Schedule O 14854501 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 55 0 1 195 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X Michael Butler 6154636537 44 Vantage Way Suite 400 Nashville TN 37228 X richard Fitzgerald Chair 2.00 2.00 X X 0 0 0 Jim Sweeten Vice-Chair 2.00 2.00 X X 0 0 0 A John Rose Secretary 2.00 4.00 X X 0 0 0 philippa guthrie Immediate Past Chair 2.00 2.00 X X 0 0 0 Trish Lindler Board Director 2.00 2.00 X 0 0 0 lee brackett board Director 2.00 2.00 X 0 0 0 patricia lucas board Director 2.00 2.00 X 0 0 0 Linda Hobbs Board Director 2.00 2.00 X 0 0 0 David Guth CEO - Non-Voting Board Director 40.00 2.00 X 459608 0 111488 Barry Hale Chief Operating Officer 40.00 2.00 X 258248 0 17564 Steve Holman Chief Financial Officer 40.00 2.00 X 256897 0 19134 Michael Butler Corporate Controller 40.00 X 173153 0 17903 Sherry Harrison Chief Compliance Officer 40.00 X 105956 0 3588 Christina Hooper VP Human Resources 40.00 X 148775 0 15702 1402637 0 185379 6 0 1 0 Butler Snow Omara Cannada PO Box 6010 Ridgeland MS 39158 Attorneys 123705 1 420000 420000 Affiliated Management Fees 551112 14241479 14241479 Benchmarking Revenue 900099 1197473 1197473 15438952 136714 136714 6362 -6362 -6362 -6362 other income 561000 38723 38723 38723 16028027 15438952 0 169075 74956 74956 1556101 731056 825045 8605905 8605905 311860 311860 1074148 1074148 550004 550004 334411 334411 24542 24542 1050507 1050507 114953 114953 330940 330940 98851 98851 440921 440921 206502 206502 72403 72403 150511 150511 146880 146880 52134 52134 Employee Recruiting and 205987 205987 Service Charges 91490 91490 Dues and Subcriptions 23104 23104 Medical Supplies 4871 4871 157565 157565 15679546 14854501 825045 0 45879 -2355 857560 819997 3945138 740854 61092 3204284 10363855 4031638 11328386 8053564 2406135 2715561 10199 10199 5377027 5063804 3998823 379317 11792184 8168881 X -463798 -115317 -463798 -115317 11328386 8053564 348481 0 X X 0 1 X 1 0 X 168082 27114 420000 615196 17442611 9468636 9477439 12518836 15438952 64346474 17610693 9495750 9477439 12518836 15858952 64961670 0 0 0 64961670 55900 51272 44929 136920 136714 425735 55900 51272 44929 136920 136714 425735 532695 298240 26098 38723 895756 17666593 10079717 9820608 12681854 16034389 66283161 0.98010 0.98230 0.00640 0.00490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1276020 24962 1251058 996134 123363 872771 1672984 592529 1080455 3204284 Due from Afiliated Entities 4031538 Investment in Centerstone Health Partners, Inc. 100 4031638 Deferred Comp Liability 379317 379317 X 16028027 0 16028027 0 16028027 15679546 0 15679546 0 15679546 Part X, Line 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF AN UNCERTAIN POSITION IS MORE LIKELY THAN NOT TO NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2016 AND 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION AND ITS SUBSIDIARIES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 Centerstone Foundation 44 Vantage Way Suite 400 Nashville TN 37228 261186476 501(c)3 4956 General Support Centerstone of Indiana 44 Vantage Way Suite 400 nashville TN 37228 351147323 501(c)3 70000 Support for capital structures 2 Part I, Line 2: All grants are provided for general support. Centerstone of America does not monitor the use of these funds. X X X X X 0 0 0 0 0 0 0 0 0 David Guth CEO - Non-Voting Board Director 457286 0 0 0 2322 0 98702 0 12786 0 571096 0 0 0 Barry Hale Chief Operating Officer 255476 0 0 0 2772 0 7200 0 10364 0 275812 0 0 0 Steve Holman Chief Financial Officer 243125 0 11000 0 2772 0 17890 0 1244 0 276031 0 0 0 Michael Butler Corporate Controller 168431 0 2400 0 2322 0 5243 0 12660 0 191056 0 0 0 Christina Hooper VP Human Resources 148775 0 0 0 0 0 4649 0 11053 0 164477 0 0 0 Form 990, Part III, Line 4a Centerstone of America, Inc. is a national, private, not-for-profit 501(c)3 behavioral healthcare organization with a mission to, "Deliver Care That Changes People's Lives." In addition to providing a comprehensive scope of behavioral health services and integrated primary care, we offer specialized life skills development, employment and housing services for individuals with intellectual and developmental disabilities. Centerstone delivers care through its affiliated companies Centerstone of Florida, Centerstone of Illinois, Centerstone of Indiana, Centerstone of Tennessee, Johnson Nichols Health Clinic, and Centerstone Military Services. On November 1st, 2016, Seven Counties Services, Inc., headquartered in Louisville, KY, joined Centerstone becoming Centerstone of Kentucky. With the addition of Centerstone of Kentucky, at the time of this filing, Centerstone, through its affiliated companies has annual revenues exceeding $320 million, employees over 5,200 staff, operates out of 206 facilities, and serves over 180,000 children, adults, and families each year. Centerstone's service arms are supported by affiliated companies Centerstone Foundation, Centerstone Research Institute, as well as Centerstone of America. In becoming one of the largest healthcare organizations of its kind in the nation, Centerstone's growth has benefited its clients and communities though the identification and support of more effective treatment approaches, strategic technology innovation, enhanced operational efficiencies, and vastly increased access to philanthropic and government support for services to those with limited resources. Centerstone offers warm hospitality to individuals and families in our care. We include loved ones in the healing process and work to uplift the human spirit and overall health and wellbeing. Centerstone knows that our care allows families and individuals to continue careers, heal marriages, raise children, complete education, maintain health and succeed in life. We accept most insurance and private pay for services, and are able to offer this extraordinary level of care through additional contracts and grants from federal, state and local government as well as philanthropic donations from foundations, corporations and individuals. Centerstone of Florida is the leading community behavioral health hospital and outpatient practice in South Tampa Bay. With a 60-year history, we are working to change the lives of children, teens, adults and seniors who face trauma, addictions, psychiatric illnesses and emotional disorders. Each year, Centerstone of Florida serves more than 16,000 people of all ages. We recently earned prestigious United/Optum Health Plan Hospital Status. Centerstone of Florida is accredited by the Joint Commission. Centerstone of Indiana provides an array of mental health, substance abuse treatment, integrated primary care, and supportive services to approximately 31,000 people of all ages across southern and central Indiana each year. Centerstone has been recognized by the State of Indiana for its innovative services in addictions care and re-entry services. We are accredited by CARF International and have received Health Home Status. Centerstone of Indiana's subsidiaries include the Centerstone Foundation, Inc., Centerstone Supportive Housing, LLC and Independent Living. Centerstone of Illinois has a 50-year history of serving children, youth, adults and families through mental health counseling, substance abuse treatment, life skills enrichment programs and specialized services for adults with intellectual and developmental disabilities. Each year, Centerstone of Illinois serves more than 13,000 people of all ages in south central Illinois and the Metro East St. Louis area. We are accredited by CARF International. Centerstone of Illinois is the sole corporate member of Wellspring Resources, Inc. Centerstone of Tennessee provides a full continuum of treatment and supports, integrated primary care, and educational services to individuals who have mental health and addiction disorders. Each year, Centerstone serves more than 65,000 people of all ages throughout the Middle Tennessee region. We are accredited by CARF International, and have achieved accredited Health Home status for our outpatient clinic locations. Centerstone is also a member organization of the National Football League's Life Line. Centerstone of Tennessee's subsidiaries include Advantage Behavioral Health, Cumberland Holding Corporation and Centerstone Housing Resources. The Centerstone Research Institute is dedicated to improving behavioral healthcare through research and evaluation studies to define best practice and advance the treatment and prevention of mental health and addiction disorders. We work to create a brighter future for individuals and families by bridging the gap between science and care. We also work closely with our Centerstone affiliates to deliver clinically excellent, evidence-based and value-care models. Centerstone Research Institute embraces transparency and measurement as a means to enhancing patient care. Centerstone Military Services works to ensure that service members, veterans and their families have the resources and support they need to lead healthy and fulfilling lives beyond military service. We offer a variety of services to address many issues including combat stress, trauma, homelessness, depression, addiction, marriage issues, parent-child relationship repair, and other invisible wounds of war. This includes those who are current serving or have served in any branch of the military - regardless of discharge status or conflict in which they served. The Centerstone Foundation, Inc. secures philanthropic resources to support Centerstone's mission of "delivering care that changes people's lives" both now and in the future. In addition to securing philanthropic resources for its affiliates and the people we serve, the Foundation is charged with providing effective stewardship of endowments, including investment and disbursements. We are dedicated to improving the quality of life of the individuals and families who come to Centerstone for Care. Centerstone of Indiana is the sole corporate member of the Centerstone Foundation. Advantage Behavioral Health, a specialty organization of Centerstone, creates healthcare management solutions that improve access to services and advance patient care and outcomes. We operate a provider network that delivers counseling services for Centerstone Military Services' referrals, and provide employee assistance programs and other employee wellness services to regional employers. Advantage Behavioral Health is an affiliate of Centerstone of America, Inc. Centerstone of Tennessee is the sole corporate member of Advantage Behavioral Health Form 990, Part V, Line 1A,, 1099 Filing: FORMS 1099 AND 1096 FOR CENTERSTONE OF AMERICA, INC. ARE FILED UNDER THE EIN OF AN AFFILIATED ORGANIZATION (CENTERSTONE OF TENNESSEE, INC. EIN 62-1674308). FOR 2015, A TOTAL OF 963 1099 FORMS WERE FILED UNDER CENTERSTONE OF TENNESSEE. OF THAT TOTAL, 55 RELATES TO VENDORS OF CENTERSTONE OF AMERICA, INC. Form 990, Part V, Line 2A, W-2 Filing: FORMS W-2, W-3, AND ALL RELATED PAYROLL TAX FILINGS FOR CENTERSTONE OF AMERICA, INC. ARE FILED UNDER THE EIN OF AN AFFILIATED ORGANIZATION (CENTERSTONE OF TENNESSEE, INC. EIN 62-1674308). FOR 2015, A TOTAL OF 3,330 W-2 FORMS WERE FILED UNDER CENTERSTONE OF TENNESSEE. OF THAT TOTAL, 195 RELATE TO EMPLOYEES OF CENTERSTONE OF AMERICA, INC. Form 990, Part VI, Section B, line 11 The process of reviewing the Form 990 entails a detailed review of the Form 990 by the organization's Chief Executive Officer, Chief Financial Officer, Corporate Controller, and the Board of Centerstone of America. The Form 990 including requested schedules, as ultimately filed with the IRS, are provided electronically to each voting member of the organization's governing body prior to filing. Form 990, Part VI, Section B, line 12c The written conflict of interest policy of the Board of directors is regularly and consistently monitored and compliance enforced by the Board chair. The written conflict of interest policy which applies to all staff is contained in the human resource policies. All staff must confirm they have read and understand all policies. A self-disclosure from required persons is required on any potential conflicts of interest. Form 990, Part VI, Section B, line 15a IN 2015 CENTERSTONE OF AMERICA CONTRACTED WITH A THIRD PARTY CONSULTANT TO CONDUCT AN ASSESSMENT OF THE BEHAVIORAL HEALTH MARKETPLACE CEO COMPENSATION AND PROVIDE RECOMMENDATIONS TO THE ORGANIZATION'S BOARD OF DIRECTORS IN FORMING A COMPENSATION PACKAGE FOR THE CEO OF CENTERSTONE OF AMERICA, INC. THE BOARD DRAFTED AND APPROVED A COMPENSATION AGREEMENT IN MARCH 2008. THE COMPENSATION PACKAGE OF CENTERSTONE OF AMERICA'S CEO was updated in 2015 after the compensation study to reflect a current market rates. THE CEO'S COMPENSATION PACKAGE IS REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. COMPENSATION FOR CEOS OF THE CENTERSTONE AFFILIATED ORGANIZATIONS IS DETERMINED BY THE CEO OF CENTERSTONE OF AMERICA UTILIZING COMPENSATION SURVEYS AVAILABLE FROM THE INDUSTRY'S TWO MAJOR ASSOCIATIONS, AND IS SUBJECT TO REVIEW BY THE CENTERSTONE OF AMERICA BOARD ON AN ANNUAL BASIS. THE COMPENSATION STUDY WAS UPDATED DURING 2012, AND UTILIZED IN THE PROCESS OF DETERMINING EXECUTIVE COMPENSATION. EXECUTIVE COMPENSATION PACKAGES WERE REVIEWED AND ADJUSTED TO MARKET AS NEEDED DURING THE 2015 TAX YEAR. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE FINANCIAL STATEMENTS HOWEVER ARE NOT AVAILABLE FOR PUBLIC INSPECTION. Form 990, Part VII, Officer Compensation: Compensation as reported on Form 990, Part VIII of Centerstone of America, Inc. includes compensation paid to officers, key employees, and highest compensated employees who provide services to all organizations related to and supported by Centerstone of America. According to IRS regulations, the total compensation as reported in this schedule is related to the aggregate of these services as well as services provided to Centerstone of America, Inc. Form 990, Part XII, Line 2c, Oversight of the Audit: THE CENTERSTONE OF AMERICA BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. ADVANTAGE BEHAVIORAL HEALTH 44 Vantage Way Suite 400 Nashville TN 37228 201590169 billing and administrative services TN 501c4 Controlled by Centerstone of Tennessee 0 Cumberland Holding Corp 44 Vantage Way Suite 400 nashville TN 37228 621234354 Provide HUD housing TN 501c3 line 7 Controlled by Centerstone of Tennesssee 0 Centerstone Housing Resources 44 Vantage Way Suite 400 nashville TN 37228 300181963 own and operate group homes TN 501c3 line 11c Controlled by Centerstone of Tennessee 0 Centerstone of Tennessee 44 Vantage Way Suite 400 nashville TN 37228 621674308 Provide mental Health Services TN 501c3 Line 7 CONTROLLED BY CENTERSTONE OF AMERICA 0 Centerstone of Indiana 44 Vantage Way Suite 400 nashville TN 37228 351147323 provide Mental Health Services IN 501c3 line 7 CONTROLLED BY CENTERSTONE OF AMERICA 0 Centerstone Research Institute 44 Vantage Way Suite 400 nashville TN 37228 262505456 Research related to mental health IN 501c3 line 7 CONTROLLED BY CENTERSTONE OF AMERICA 0 Johnson Nichols Health Clinic 44 Vantage Way Suite 400 nashville TN 37228 351270418 provide healthcare for at-risk persons IN 501c3 public charity CONTROLLED BY CENTERSTONE OF AMERICA 0 Centerstone Foundation (formerly CBH Foundation) 44 Vantage Way Suite 400 nashville TN 37228 261186476 fundraising IN 501c3 line 11a Controlled by Centerstone of Indiana 0 Mapleview inc 44 Vantage Way Suite 400 nashville TN 37228 351876232 provide low income housing IN 501c3 line 9 Controlled by Centerstone of Indiana 0 Cedar view inc 44 Vantage Way Suite 400 nashville TN 37228 351943874 provide low income housing IN 501c3 line 9 Controlled by Centerstone of Indiana 0 Oakview Inc 44 Vantage Way Suite 400 nashville TN 37228 351942794 Private foundation IN 501c3 private foundation Controlled by Centerstone of Indiana 0 Aspen House Inc 44 Vantage Way Suite 400 nashville TN 37228 351925610 provide low income housing IN 501c3 line 9 Controlled by Centerstone of Indiana 0 Indiana House Inc 44 Vantage Way Suite 400 nashville TN 37228 351942793 provide low income housing IN 501c3 line 9 Controlled by Centerstone of Indiana 0 Pineview Inc 44 Vantage Way Suite 400 nashville TN 37228 352129307 provide low income housing IN 501c3 line 9 Controlled by Centerstone of Indiana 0 Willowview inc 44 Vantage Way Suite 400 nashville TN 37228 352129471 provide low income housing IN 501c3 line 9 Controlled by Centerstone of Indiana 0 Dogwood Place Inc 44 Vantage Way Suite 400 Nashville TN 37228 201926260 provide low income housing IN 501c3 line 9 Controlled by Centerstone of Indiana 0 Centerstone Military Services Inc 44 Vantage Way Suite 400 Nashville TN 37228 271934061 Provide MEntal Health Services TN 501c3 Line 7 CONTROLLED BY CENTERSTONE OF AMERICA 0 Centerstone of Illinois Inc (formerly The H Group BBT Inc) 44 Vantage Way Suite 400 nashville TN 37228 370916475 Provide mental Health Services IL 501c3 Line 7 cONTROLLED BY CENTERSTONE OF AMERICA 0 Centerstone of Kentucky Inc (formerly The H Group of Kentucky BBT Inc) 44 Vantage Way Suite 400 nashville TN 37228 453321609 Provide mental Health Services KY 501c3 Line 7 cONTROLLED BY CENTERSTONE OF AMERICA 0 F-W Residential Properties Inc 44 Vantage Way Suite 400 nashville TN 37228 371398964 Provide low income housing IL 501c3 Line 9 cONTROLLED BY CENTERSTONE OF AMERICA 0 Franklin-Williamson Properties Inc 44 Vantage Way Suite 400 nashville TN 37228 371275096 Provide low income housing IL 501c2 cONTROLLED BY CENTERSTONE OF AMERICA 0 MCCCC 44 Vantage Way Suite 400 nashville TN 37228 270333241 Promote and support purposes of Wellspring Resources IL 501c3 line 11b Controlled by Centerstone of Illinois 0 Wellspring Resources 44 Vantage Way Suite 400 nashville TN 37228 370798015 provide mental Health Services IL 501c3 line 7 Controlled by Centerstone of Illinois 0 Theodoro Place 44 Vantage Way Suite 400 nashville TN 37228 201885830 provide low income housing IL 501c3 line 9 Controlled by Centerstone of Illinois 0 Centerstone of Florida 44 Vantage Way Suite 400 Nashville TN 37228 591009537 Provide Mental Health Services FL 501c3 line 7 controlled by Centerstone of America 0 Yakubian Homes Inc 44 Vantage Way Suite 400 Nashville TN 37228 371393454 Provide Housing for the disabled IL 501c3 Line 9 N/A 0 Hempel House Inc 44 Vantage Way Suite 400 nashville TN 37228 371365765 provide housing for the disabled IL 501c3 Line 9 N/A 0 MHC Development Company Inc 44 Vantage Way Suite 400 nashville TN 37228 371120291 provide housing for the disabled IL 501c3 Line 9 N/A 0 Amy's Crossing Inc 44 Vantage Way Suite 400 nashville TN 37228 454926717 provide housing for the disabled IL 501c3 Line 9 N/A 0 Prizam Healthcare Technologies LLC 44 Vantage Way Suite 400 Nashville TN 37228 383935772 Healthcare Technology TN Centerstonne Health Partners Inc 0 0 CENTERSTONE HEALTH PARTNERS INC 44 Vantage Way Suite 400 Nashville TN 37228 462383025 Managment Company TN Centerstone of America C 1.00000 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0