2017-08-14T17:50:23-05:00 2016-09-30 860133881 HENRY & HORNE LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2015-10-01 860292390 LIFEWELL BEHAVIORAL WELLNESS LIFE 6025537300 202 E EARLL DR NO 200 PHOENIX AZ 85012 DORIS VAUGHT CFO 6025537300 2017-08-14 1 COLETTE KAMPS CPA P00367616 4808394900 2017-08-13 2015 2021-01-29 14:40:06Z DORIS VAUGHT 202 E EARLL DR NO 200 PHOENIX AZ 85012 40482003 0 X N/A X 1974 AZ LIFEWELL PROGRAMS PROVIDE SAFE AND SUPPORTIVE ENVIRONMENTS THAT FOSTER RECOVERY, HEALTHY LIVING AND PERSONAL GROWTH FOR CLIENTS AS THEY BUILD ON EXISTING STRENGTHS, FOCUS ON ADDRESSING DEFICIENCIES, AND LEARN NEW SOCIAL AND VOCATIONAL SKILLS. 8 8 699 8 0 0 203393 660028 25247107 39789200 8267 -2556 6842 0 25465609 40446672 0 0 0 0 16351417 25245816 0 0 0 8604957 13651567 24956374 38897383 509235 1549289 34458600 34670665 13935901 12598677 20522699 22071988 X LIFEWELL BEHAVIORAL WELLNESS (LIFEWELL) IS A PUBLIC, NONPROFIT ARIZONA CORPORATION THAT IS FUNDED PRIMARILY BY THE REGIONAL BEHAVIORAL HEALTH AUTHORITY, TO PROVIDE RESIDENTIAL SUBSTANCE ABUSE TREATMENT SERVICES, TO PROVIDE SERVICES TO THE SERIOUSLY MENTAL ILL WHO HAVE BEEN DIAGNOSED WITH CO-OCCURING SUBSTANCE ABUSE ISSUES, AND TO PROVIDE OTHER OUTPATIENT COUNSELING SERVICES. 0 0 16718957 16272699 DIRECT CARE CLINICS: LIFEWELL OPERATES RESIDENTIAL TREATMENT FACILITIES IN MARICOPA COUNTY, SERVING LOW-INCOME ADULT CLIENTS WHO HAVE CO-OCCURRING SERIOUS MENTAL ILLNESS (SMI) AND SUBSTANCE ABUSE CONCERNS. CLIENTS RECEIVE INTENSIVE, SUPERVISED TREATMENT IN A THERAPEUTIC, STRUCTURED AND SAFE ENVIRONMENT. 5100034 6109050 RESIDENTIAL TREATMENTLIFEWELL OPERATES RESIDENTIAL TREATMENT FACILITIES IN MARICOPA COUNTY, SERVING LOW-INCOME ADULT CLIENTS WHO HAVE CO-OCCURRING SERIOUS MENTAL ILLNESS (SMI) AND SUBSTANCE ABUSE DIAGNOSES.CLIENTS RECEIVE INTENSIVE, SUPERVISED TREATMENT IN A THERAPEUTIC, STRUCTURED AND SAFE ENVIRONMENT. 4640866 5902582 OUTPATIENT COMMUNITY LIVING - LIFEWELL PROVIDES A VARIETY OF COMMUNITY LIVING PROGRAMS TO ASSIST CLIENTS IN THE TRANSITION FROM INTENSIVE SUBSTANCE ABUSE AND MENTAL HEALTH TREATMENT TO SOBER AND INDEPENDENT LIVING.COMMUNITY LIVING PROGRAMS ARE ASSOCIATED WITH AFFORDABLE, HIGH-QUALITY HOUSING OPTIONS LOCATED THROUGHOUT MARICOPA COUNTY. OUTPATIENT SERVICES ARE EASILY ACCESSIBLE WHILE ON-SITE SUPERVISION IS INDIVIDUALIZED AND SUPPORTIVE. 8722144 11504869 OUTPATIENT COUNSELING AND COLOCATIONLIFEWELL OPERATES A VARIETY OF OUTPATIENT PROGRAMS FOR THE TREATMENT OF SERIOUS MENTAL ILLNESS, SUBSTANCE ABUSE, AND GENERAL MENTAL HEALTH ISSUES AT LOCATIONS IN MARICOPA COUNTY. THESE PROGRAMS PROVIDE CLIENT-CENTERED TREATMENT AND SUPPORTIVE SERVICE PLANNING TO PROMOTE SUSTAINED RECOVERY AND HEALTHY, INDEPENDENT LIVING.A VARIETY OF GROUP COUNSELING SESSIONS ARE ALSO AVAILABLE, INCLUDING:- WOMEN'S INTENSIVE OUTPATIENT - GENERAL MENTAL HEALTH- SUBSTANCE ABUSE RECOVERY - SMI DAY TREATMENT- ANGER MANAGEMENT - SEEKING SAFETYREHABILITATION SERVICES, GENERAL MENTAL HEALTH/SUBSTANCE ABUSE TREATMENTLIFEWELL CLUB HOUSES: LIFEWELL OPERATES OUTPATIENT CLUBHOUSES IN PHOENIX AND MESA. IN THESE UNIQUE, EVIDENCE-BASED DAY PROGRAMS CLIENTS PARTICIPATE AS MEMBERS IN A COLLABORATIVE SETTING THAT PROVIDES AN ARRAY OF PSYCHOSOCIAL REHABILITATION SERVICES. THE PRIMARY FOCUS OF THE CLUBHOUSE IS ASSISTING MEMBERS TO DEVELOP SKILLS AND APPROPRIATE BEHAVIORS TO ACHIEVE AND SUSTAIN VOCATIONAL AND SOCIAL INDEPENDENCE. SUPPORTED EDUCATION: LIFEWELL'S SUPPORTED EDUCATION PROGRAM PROVIDES ONGOING EDUCATIONAL SUPPORT FOR CLIENTS WITH A SERIOUS MENTAL ILLNESS (SMI) DIAGNOSIS. THE PROGRAM ENCOMPASSES THE CONTINUUM OF ADULT EDUCATION NEEDS TO FOSTER SOBER AND INDEPENDENT LIVING THROUGH EDUCATIONAL ACHIEVEMENT AND SUSTAINED EMPLOYABILITY. 8722144 11504869 35182001 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 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 1 1 0 0 0 1 98 0 699 1 1 1 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 AZ X THE ORGANIZATION 6028082800 202 E EARLL DR NO 200 PHOENIX AZ 85012 RICHARD DARNALL DIRECTOR 1.00 X 0 0 0 DR RODRIGO SILVA DIRECTOR 1.00 X 0 0 0 DR MICHAEL SHAFER DIRECTOR 1.00 X 0 0 0 DR DENNIS FRIEDMAN DIRECTOR 1.00 X 0 0 0 TAMMY WRAY SECRETARY 2.00 X X 0 0 0 MARK LANDY TREASURER 2.00 X X 0 0 0 JAN JOHNSTON VICE CHAIR 2.00 X X 0 0 0 WAYNE HOCHSTRASSER CHAIR 2.00 X X 0 0 0 THOMAS MCKELVEY PRESIDENT/CEO 40.00 2.00 X 254164 0 15205 DORIS VAUGHT EXEC. VICE PRESIDENT/CFO 40.00 2.00 X 156527 0 28076 DAVID BARNES CHIEF OPERATIONS OFFICER 40.00 X 141845 0 1000 THOMAS WILLIAMS CHIEF CLINICAL OFFICER 40.00 X 138006 0 18070 RONALD SMITH CHIEF DEVELOPMENT OFFICER 40.00 X 139400 0 32390 ANNETTE BUNN NURSE PRACTITIONER 40.00 X 156511 0 13597 ROGER MAYORGA NURSE PRACTITIONER 40.00 X 160778 0 27520 BRYAN COLBY CHIEF INFORMATION OFFICER 40.00 X 164377 0 2000 1311608 0 137858 8 0 1 0 CONCENTRIC HEALTHCARE SOLUTIONS LLC 4250 N DRINKWATER BLVD SCOTTSDALE AZ 85251 TEMPORARY PERSONNEL SERVICES 441806 CHG COMPANIES INC 7259 S BINGHAM JUNCTION BLVD MIDVALE UT 84047 TEMPORARY PERSONNEL SERVICES 340261 COMTRANS INC 2336 EAST MAGNOLIA STREET PHOENIX AZ 85034 TRANSPORTATION SERVICES 160416 STAFF CARE INC 8840 CYPRESS WATERS BLVD 300 COPPELL TX 75019 TEMPORARY PERSONNEL SERVICES 134940 PATY'S FIVE STAR LLC 1306 WEST PUEBLO AVENUE MESA AZ 85202 LANDSCAPING & MAINTENANCE 113750 5 655506 4522 660028 CONTRACT REVENUE 900099 36268937 36268937 PROPERTY MANAGMENT 900099 2461877 2461877 ADMIN FEE INCOME 900099 651255 651255 CLIENT RENTS AND FEES 900099 339174 339174 OTHER PROGRAM INCOME 900099 67957 67957 39789200 11628 11628 14184 -14184 -14184 -14184 21147 21147 0 40446672 39789200 0 -2556 X 422336 422336 20764560 18904277 1860283 185048 161022 24026 2401720 2079351 322369 1472152 1169690 302462 108008 108008 37959 37959 66000 66000 4620679 4577847 42832 62052 41143 20909 4590890 4449034 141856 707336 695461 11875 275525 233136 42389 1107226 1057698 49528 242165 221846 20319 EQUIPMENT AND COMMUNICA 1020966 876758 144208 FOOD AND SUPPLIES 492475 477226 15249 PROGRAM EXPENSES 222661 185373 37288 PROFESSIONAL DEVELOPMEN 57038 34097 22941 40587 18042 22545 38897383 35182001 3715382 0 5107415 5658358 1131695 1441130 1227368 1758623 960130 20858 75862 615975 526660 30820234 9457191 21513294 21363043 3391578 3395654 490287 451335 34458600 34670665 1806313 1645058 1309630 523985 10631107 10184688 188851 244946 13935901 12598677 X 20127969 21703362 394730 368626 20522699 22071988 34458600 34670665 1549289 0 X X 0 1 X 1 1 1 X 214040 200260 153313 290569 660028 1518210 24889702 23613517 21452784 31126604 39789201 140871808 25103742 23813777 21606097 31417173 40449229 142390018 0 0 0 142390018 138776 98146 79495 8721 11628 336766 108516 28718 1939 423 139596 247292 126864 81434 9144 11628 476362 74340 444287 78603 67957 665187 25351034 24014981 22131818 31504920 40528814 143531567 0.99200 0.98600 0.00330 0.01170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66000 66000 38831383 38897383 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 66000 66000 82500 66000 280500 250000 250000 250000 250000 1000000 1500000 3572279 3572279 17272018 5325991 11946027 6378890 1753185 4625705 3590384 2378015 1212369 6663 6663 21363043 CLIENT DEPOSITS AND OTHER PAYABLES 43813 DEFERRED COMPENSATION 201133 244946 X PART X, LINE 2: LIFEWELL BELIEVES THAT THEY HAVE APPROPRIATE SUPPORT FOR TAX POSITIONS TAKEN AND, AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT COULD RESULT IN A MATERIAL IMPACT ON THE FINANCIAL POSITION OF LIFEWELL AND ITS AFFILIATES OR CHANGES IN THEIR NET ASSETS. X X X X 0 0 0 0 0 0 0 0 0 THOMAS MCKELVEY PRESIDENT/CEO 254164 0 0 0 0 0 2000 0 13205 0 269369 0 0 0 DORIS VAUGHT EXEC. VICE PRESIDENT/CFO 156527 0 0 0 0 0 1975 0 26101 0 184603 0 0 0 THOMAS WILLIAMS CHIEF CLINICAL OFFICER 138006 0 0 0 0 0 2000 0 16070 0 156076 0 0 0 RONALD SMITH CHIEF DEVELOPMENT OFFICER 139400 0 0 0 0 0 1635 0 30755 0 171790 0 0 0 ANNETTE BUNN NURSE PRACTITIONER 156511 0 0 0 0 0 392 0 13205 0 170108 0 0 0 ROGER MAYORGA NURSE PRACTITIONER 160778 0 0 0 0 0 2000 0 25520 0 188298 0 0 0 BRYAN COLBY CHIEF INFORMATION OFFICER 164377 0 0 0 0 0 2000 0 0 0 166377 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S CFO, DIRECTOR OF FINANCE, AND BOARD TREASURER WILL REVIEW AND APPROVE THE FORM 990 PRIOR TO IT BEING DISSEMINATED TO THE BOARD FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY STATES THAT THE ORGANIZATION AVOIDS CIRCUMSTANCES WHERE MANAGEMENT OR EMPLOYEES AUTHORIZED TO ENGAGE IN EXPENDITURE, ACCOUNTING FUNCTIONS, OR IN INSTIGATING SERVICE PROVISION, MAY HAVE, OR ENTER INTO, BUSINESS DEALINGS WITH EITHER INDIVIDUALS OR ORGANIZATIONS WITH WHICH THE ORGANIZATION HAS ANY KIND OF CO-OPERATIVE OR SERVICE AFFILIATION IN A MANNER THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. THE WRITTEN CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS AND EMPLOYEES TO INFORM THE BOARD OF DIRECTORS OF ANY POTENTIAL CONFLICT OF INTEREST BEFORE TRANSACTIONS ARE PERFORMED. IF AN INTERESTED PERSON HAS A CONFLICT OF INTEREST RELATING TO ANY MATTER UNDER CONSIDERATION FOR A DECISION BY THE BOARD, HE OR SHE SHALL ABSTAIN FROM ANY VOTE OR ANY ATTEMPT TO INFLUENCE THE DECISION. BOARD MEMBERS ARE ALSO REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE ANY POTENTIAL OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON AN ANNUAL PERFORMANCE REVIEW. THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE HR COMMITTEE AS PART OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION GENERALLY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G TEMPORARY PERSONNEL SERVICES: PROGRAM SERVICE EXPENSES 426,772. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 426,772. MEDICAL PROVIDERS AND SIMILAR SERVICES: PROGRAM SERVICE EXPENSES 3,598,126. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,598,126. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 552,949. MANAGEMENT AND GENERAL EXPENSES 42,832. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 595,781. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BARGAIN BEDS FUNITURE LLC 202 E EARLL DR SUITE 200 PHOENIX AZ 85012 272031179 SELLING LOW COST BED AND FURNITURE AZ 0 122484 LIFEWELL BEHAVIORAL WELLNESS DESERT ESPARANZA 202 E EARLL DR SUITE 200 PHOENIX AZ 85012 202959364 16 UNIT COMPLEX PROVIDING HOUSING FOR ILL INDIVIDUALS AZ 501(C)(3) LINE 9 LIFEWELL BEHAVIORAL WELLNESS 0 DESERT SOL 202 E EARLL DR SUITE 200 PHOENIX AZ 85012 208433021 14 UNIT COMPLEX PROVIDING HOUSING FOR ILL INDIVIDUALS AZ 501(C)(3) LINE 9 LIFEWELL BEHAVIORAL WELLNESS 0 TRIPLE R COMMUNITY HOUSING 1 202 E EARLL DR SUITE 200 PHOENIX AZ 85012 270731486 16 UNIT COMPLEX PROVIDING HOUSING FOR ILL INDIVIDUALS AZ 501(C)(3) LINE 9 LIFEWELL BEHAVIORAL WELLNESS 0 TURQUOISE HEALTH AND WELLNESS INC 202 E EARLL DR SUITE 200 PHOENIX AZ 85012 463117648 PROVIDING BEHAVIORAL HEALTH SERVICES AZ 501(C)(3) LINE 9 N/A 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0