2017-08-15T15:10:56-05:00 2016-09-30 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2015-10-01 866037149 THE NARBHA INSTITUTE INC NARB 9287747128 616 N BEAVER STREET FLAGSTAFF AZ 86001 MARY JO GREGORY CHIEF EXECUTIVE OFFICER 9287747128 2017-08-11 1 AMY A O'LOUGHLIN P00869687 6022646835 2015 2021-01-29 14:40:06Z MARY JO GREGORY 616 N BEAVER STREET FLAGSTAFF AZ 86001 23141538 0 X WWW.NARBHAINSTITUTE.ORG X 1967 AZ OVERSEES MEDICAID MANAGED CARE PLAN, PERMANENT SUPPORTED HOUSING AND POPULATION HEALTH. 4 3 122 8 0 0 197900920 6454150 75373 703037 102136 374845 462132 153405 198540561 7685437 0 1576225 0 0 11698530 855819 0 0 0 181925365 1334616 193623895 3766660 4916666 3918777 58049979 52571185 10110852 683776 47939127 51887409 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 1 1301246 1301246 143205 THE NARBHA INSTITUTE'S LARGEST PROGRAM SERVICE BY EXPENSE IS ITS PROVISION OF SERVICES, SUPPORTS AND GRANTS TO HEALTHCARE PROVIDERS WHO SERVE PRIMARILY MEDICAID BENEFICIARIES 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, CRIMINAL JUSTICE COORDINATION, AND CULTURALLY-COMPETENT SERVICES. 445393 642582 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, PROVISION OF OFFICE SPACE AND SALE OF ASSETS TO THE JV. REVENUE REPORTED HERE IS FROM THESE DIRECT SERVICES. 384016 60455 THROUGH A DISREGARDED ENTITY (WELL NORTH COMMUNITIES, LLC), WE PROVIDE 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 $365,592 PER YEAR EXCLUDING UTILITIES, BASED ON HUD AND SURVEY DATA. 351240 274979 WE COMMISSIONED A COMPREHENSIVE STUDY OF COMMUNITY HEALTH NEEDS AND HEALTH EQUITY GAPS THROUGH THE NORTHERN ARIZONA UNIVERSITY (NAU) CENTER FOR HEALTH EQUITY. 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. 134206 SEDI - SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE (RELATED ORGANIZATION, FILES SEPARATE 990, PROVIDES ECONOMIC DEVELOPMENT SERVICES, RELATED TO NARBHA INSTITUTE'S MISSION TO PROMOTE EMPLOYMENT AS A KEY SOCIAL DETERMINANT OF HEALTH). 485446 274979 2616101 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 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 1 1 1 0 0 0 1 194 0 1 122 1 0 0 0 0 0 0 0 0 X 4 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 9282338672 616 N BEAVER STREET FLAGSTAFF AZ 86001 MARY JO GREGORY PRESIDENT & CEO 48.00 X X 810760 0 23695 TERESA BERTSCH CHIEF MEDICAL OFFICER 48.00 X 349633 0 49212 SHAWN NAU COO 60.00 X 283164 0 10699 MICHAEL KUZMIN CFO 45.00 X 240783 0 25723 AMY JELLIFFE DEPUTY MEDICAL DIRECTOR 44.00 X 208678 0 36563 LINDSAY MILLER CIO 52.00 X 212512 0 21697 NATHAN JONES LEGAL COUNSEL 45.00 X 173493 0 14292 JUDITH MARFECHUK CONTROLLER 48.00 X 133525 0 28748 STEPHANIE EARL PHARMACY DIRECTOR 42.00 X 116859 0 10406 JENNIE MCMILLIAN CHIEF CLINICAL OFFICER 46.00 X 106483 0 10428 LAURA HARTGROVES NETWORK DEVELOPER 52.00 X 113450 0 14173 JAMES COOK CFO 40.00 X 95159 0 4410 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 2844499 0 250046 17 0 1 0 MOHAVE MENTAL HEALTH CLINIC INC 1743 SYCAMORE AVENUE KINGMAN AZ 86409 MENTAL HEALTH SERVICES 19824287 WEST YAVAPAI GUIDANCE CLINIC INC 3343 N WINDSONG DRIVE PRESCOTT AZ 86314 MENTAL HEALTH SERVICES 18682133 THE GUIDANCE CENTER INC 2187 N VICKEY STREET FLAGSTAFF AZ 86004 MENTAL HEALTH SERVICES 11088854 SOUTHWEST BEHAVIORAL HEALTH SERVICES IN 3450 N 3RD STREET PHOENIX AZ 85012 MENTAL HEALTH SERVICES 10532456 SPECTRUM HEALTHCARE GROUP INC 8 E COTTONWOOD STREET COTTONWOOD AZ 86326 MENTAL HEALTH SERVICES 9317895 71 6453900 250 6454150 RENTAL INC JOINT VENTU 531120 642582 642582 RENTAL INC SMI HOUSING 531110 60455 60455 703037 94657 94657 13265011 2471278 13265011 2191090 0 280188 280188 280188 PHARMACY REBATES 900099 143205 143205 MISCELLANEOUS 900099 10200 10200 153405 7685437 846242 0 385045 X 1576225 1576225 554345 109048 445297 220691 155622 65069 4438 437 4001 37159 17104 20055 39186 7832 31354 31647 13 31634 35644 4187 31457 573 573 445663 221025 224638 1858 1858 32672 4344 28328 66255 34484 31771 159307 141376 17931 22583 1697 20886 45622 11031 34591 347012 319608 27404 121810 9163 112647 MISCELLANEOUS EXPENSES 15838 1872 13966 DUES AND SUBSCRIPTIONS 8132 1033 7099 3766660 2616101 1150559 0 4440646 6308296 39570770 23794373 1617602 28411 58669 145474 90304 93044 10372287 2657723 9871988 7714564 0 6545419 2400000 7941604 58049979 52571185 10110852 683776 10110852 683776 X 47939127 51887409 47939127 51887409 58049979 52571185 3918777 29505 0 X 0 1 X 1 1 1 X 147719605 37002214 159284926 197900920 6454150 548361815 147719605 37002214 159284926 197900920 6454150 548361815 548361815 91535 18440 58057 102136 94657 364825 10892 5702 15413 11107 10200 53314 548779954 2562060 0.99920 0.99630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REBATES BOOK SALES OTHER MISC - 2011 AMOUNT: $ 10,892. 2012 AMOUNT: $ 5,702. 2013 AMOUNT: $ 15,413. 2014 AMOUNT: $ 11,107. PRIOR YEAR REFUNDS - 2015 AMOUNT: $ 10,200. SCHEDULE A, PART II, LINE 1 THE HEADINGS FOR THE YEARS SHOULD BE 2012, 2013 (SHORT YEAR OF 3 MONTHS), 2013 (12 MONTHS), 2014, AND 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2003909 2003909 8172786 2521242 5651544 195260 136481 58779 332 332 7714564 INVESTMENT IN HEALTH CHOICE INTEGRATED CARE, LLC 7941604 7941604 X 7726274 29505 11332 40837 7685437 0 7685437 3793863 27203 27203 3766660 0 3766660 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, 2016. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE (RELATED) ENTITY 11,332. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE (RELATED) ENTITY 27,203. 1 CHANGEPOINT INTEGRATED HEALTH INC 1801 W DEUCE OF CLUBS SUITE 100 SHOW LOW AZ 85901 860215065 501(C)(3) 57919 PROGRAM SUPPORT ENCOMPASS HEALTH SERVICES INC PO BOX 790 PAGE AZ 86040 860473221 501(C)(3) 115940 PROGRAM SUPPORT LITTLE COLORADO BEHAVIORAL HEALTH CENTERS INC PO BOX 699 SPRINGERVILLE AZ 85938 860250938 501(C)(3) 14408 PROGRAM SUPPORT MOHAVE MENTAL HEALTH CLINICS INC 1743 SYCAMORE AVENUE KINGMAN AZ 86409 860214457 501(C)(3) 127356 PROGRAM SUPPORT SOUTHWEST BEHAVIORAL HEALTH SERVICES INC 3450 N 3RD STREET PHOENIX AZ 85012 860290033 501(C)(3) 83654 PROGRAM SUPPORT SPECTRUM HEALTH CARE INC 8 E COTTONWOOD STREET COTTONWOOD AZ 86326 860207499 501(C)(3) 71838 PROGRAM SUPPORT THE GUIDANCE CENTER INC 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 501(C)(3) 90221 PROGRAM SUPPORT WEST YAVAPAI GUIDANCE CENTER 3343 N WINDSONG DRIVE PRESCOTT AZ 86314 860206928 501(C)(3) 124113 PROGRAM SUPPORT OLD CONCHO COMMUNITY ASSISTANCE CENTER INC PO BOX 50 CONCHO AZ 85924 860907044 501(C)(3) 67500 PROGRAM SUPPORT ARIZONA YOUTH PARTNERSHIP 13644 N SANDARIO ROAD MARANA AZ 85653 860669087 501(C)(3) 8500 PROGRAM SUPPORT MATFORCE 8056 E VALLEY ROAD STE B PRESCOTT VALLEY AZ 86314 860900106 501(C)(3) 43153 PROGRAM SUPPORT SOUTHEASTERN ARIZONA BEHAVIORAL SERVICES INC 611 W UNION STREET BENSON AZ 85602 860325741 501(C)(3) 8250 PROGRAM SUPPORT COCONINO COUNTY PUBLIC HEALTH SERVICES DEPT 2625 N KING STREET FLAGSTAFF AZ 86004 GOVERNMENT 43500 PROGRAM SUPPORT VICTIM WITNESS SERVICES FOR COCONINO COUNTY 201 E BIRCH AVENUE STE 4 FLAGSTAFF AZ 86001 860481748 501(C)(3) 31000 PROGRAM SUPPORT NAMI ARIZONA INC 5025 E WASHINGTON STREET STE 112 PHOENIX AZ 85034 860464872 501(C)(3) 12591 PROGRAM SUPPORT NORTHERN ARIZONA HEALTHCARE INC 1200 N BEAVER STREET FLAGSTAFF AZ 86001 742410946 501(C)(3) 14190 PROGRAM SUPPORT NORTHERN ARIZONA HEALTHCARE FOUNDATION INC 1200 N BEAVER STREET FLAGSTAFF AZ 86001 860110232 501(C)(3) 202954 PROGRAM SUPPORT EMPACT SUICIDE PREVENTION CENTER INC 1232 E BROADWAY STREET TEMPE AZ 85282 742562293 501(C)(3) 25000 PROGRAM SUPPORT MIKID - MENTALLY ILL KIDS IN DISTRESS INC 7816 N 19TH AVENUE PHOENIX AZ 85021 860673994 501(C)(3) 5000 PROGRAM SUPPORT HOUSING SOLUTIONS OF NORTHERN ARIZONA INC 2304 N 3RD STREET FLAGSTAFF AZ 86004 860732457 501(C)(3) 31002 PROGRAM SUPPORT SUNNYSIDE NEIGHBORHOOD ASSOCIATION OF FLAGSTAFF INC 2304 N 3RD STREET FLAGSTAFF AZ 86004 861012315 501(C)(3) 50000 PROGRAM SUPPORT FLAGSTAFF FAMILY FOOD CENTER PO BOX P FLAGSTAFF AZ 86002 860754044 501(C)(3) 18400 PROGRAM SUPPORT YAVAPAI COUNTY 1090 COMMERCE DRIVE PRESCOTT AZ 86305 GOVERNMENT 43500 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF ROUND VALLEY PO BOX 1606 EAGER AZ 85925 275238993 501(C)(3) 5000 PROGRAM SUPPORT CHILD AND FAMILY SUPPORT SERVICES INC 10439 S 51ST STREET PHOENIX AZ 85044 770601535 15498 PROGRAM SUPPORT 24 1 PART I, LINE 2: THE NARBHA INSTITUTE MAKES GRANTS ITSELF AND THROUGH ITS JOINT VENTURE, HEALTH CHOICE INTEGRATED CARE. 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 1 0 MARY JO GREGORY PRESIDENT & CEO 360000 0 396000 0 54760 0 13250 0 10445 0 834455 0 0 0 TERESA BERTSCH CHIEF MEDICAL OFFICER 210746 0 94473 0 44414 0 39750 0 9462 0 398845 0 0 0 SHAWN NAU COO 171959 0 75250 0 35955 0 0 0 10699 0 293863 0 0 0 MICHAEL KUZMIN CFO 156153 0 70000 0 14630 0 17193 0 8530 0 266506 0 0 0 AMY JELLIFFE DEPUTY MEDICAL DIRECTOR 163287 0 24353 0 21038 0 29179 0 7384 0 245241 0 0 0 LINDSAY MILLER CIO 138901 0 63180 0 10431 0 13020 0 8677 0 234209 0 0 0 NATHAN JONES LEGAL COUNSEL 125000 0 43750 0 4743 0 8678 0 5614 0 187785 0 0 0 JUDITH MARFECHUK CONTROLLER 115544 0 17981 0 0 0 20448 0 8300 0 162273 0 0 0 PART I, LINE 7 BASED ON COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATIONED 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 166,000 COVERED MEDICAID LIVES. IN ADDITION, THE NON-FIXED PAYMENTS DESCRIBED HEREIN ARE ONE-TIME PAYMENTS WHICH WERE PART OF AN ORGANIZATION-WIDE RETENTION INITIATIVE DESIGNED TO ENSURE THAT ALL EMPLOYEES THROUGHOUT THE ORGANIZATION WOULD CONTINUE TO SERVE MEDICAID BENEFICIARIES IN THE BEST POSSIBLE MANNER DURING A PERIOD OF GOVERNMENT CONTRACTING RENEWAL AND TRANSITION. FORM 990, PART III, LINE 2 THE NARBHA INSTITUTE HAS DEVELOPED AN INCREASED FOCUS ON GRANTMAKING AND SIMILAR SUPPORTS TO CHARITABLE HEALTH AND BEHAVIORAL HEALTH ORGANIZATIONS AS DESCRIBED IN PART III AND SCHEDULE I. FORM 990, PART III, LINE 3 AS DESCRIBED IN PART VI AND THIS SCHEDULE O, THE NARBHA INSTITUTE HAS NOT CHANGED ITS PROGRAM SERVICE RELATED TO ARIZONA'S MEDICAID PROGRAM, BUT IT HAS MADE A CHANGE IN HOW IT CONDUCTS THAT PROGRAM BY VIRTUE OF CONDUCTING IT VIA A JOINT VENTURE. FORM 990, PART VI, SECTION B, LINE 11 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 VI, SECTION B, LINE 16A HEALTH CHOICE INTEGRATED CARE, LLC IS A JOINT VENTURE OF THE NARBHA INSTITUTE AND HEALTH CHOICE NORTHERN ARIZONA, LLC (A SUBSIDIARY OF IASIS HEALTHCARE). THE JOINT VENTURE HAS A CONTRACT/GRANT WITH THE ARIZONA HEALTHCARE COST CONTAINMENT SYSTEM (AHCCCS - ARIZONA'S MEDICAID PROGRAM) TO PROVIDE COMPREHENSIVE MEDICAL AND BEHAVIORAL HEALTH SERVICES TO MEDICAID RECIPIENTS AND OTHER INDIGENT POPULATIONS. THE JOINT VENTURE IS TAXED AS A PARTNERSHIP AND IN GENERAL, PURSUANT TO FORM 990 INSTRUCTIONS, THE NARBHA INSTITUTE TREATS THE ACTIVITIES OF THE JOINT VENTURE AS ITS OWN, TO THE EXTENT OF ITS PROPORTIONATE INTEREST IN THE JOINT VENTURE, WHICH COMMENCED OPERATIONS ON OCTOBER 1, 2015 AND PERFORMS SUBSTANTIALLY THE SAME FUNCTIONS AS THIS ORGANIZATION HAS REPORTED ON PRIOR FORMS 990. FORM 990, PART VI, SECTION B, LINE 16B THE NARBHA INSTITUTE DOES NOT REGULARLY ENGAGE IN JOINT VENTURES. THE OPERATING AGREEMENT OF ITS ONLY JOINT VENTURE, WHICH WAS DRAFTED WITH THE ASSISTANCE OF NATIONALLY-RECOGNIZED TAX COUNSEL, SERVES AS THE NARBHA INSTITUTE JOINT VENTURE POLICY, WHICH IS CONSTRUCTED TO ENSURE THAT JOINT VENTURES ARE STRUCTURED TO ENSURE THAT THE ORGANIZATION'S TAX-EXEMPT STATUS IS SAFEGUARDED WITH RESPECT TO SUCH ARRANGEMENTS. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 173,810. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,810. PROPERTY MANAGERS FOR SMI HOUSING: PROGRAM SERVICE EXPENSES 26,375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,375. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 138,835. MANAGEMENT AND GENERAL EXPENSES 37,533. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,368. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,295. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,295. TRADITIONAL HEALING SERVICES/TRAINING: PROGRAM SERVICE EXPENSES 27,446. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,446. PAYMENTS TO PROVIDERS IN EXCESS OF IBNR: PROGRAM SERVICE EXPENSES 28,369. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,369. WELL NORTH COMMUNITIES LLC 616 N BEAVER STREET FLAGSTAFF AZ 86001 866037149 PROPERTY OWNERSHIP AND PROVIDING AFFORDABLE HOUSING AZ 60483 2521401 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 HEALTH CHOICES INTEGRATED CARE LLC 1300 S YALE ST FLAGSTAFF AZ 86001 471961438 MEDICAID MANAGED CARE AZ HEALTH CHOICE INTEGRATED CARE LLC RELATED 5541604 7941604 0 1 0.48000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0