2017-02-06T12:51:32-06:00 2016-06-30 351178661 Blue & Co LLC 500 N Meridian St Suite 200 Indianapolis IN 46204 990 2015-07-01 262505456 Centerstone Research Institute Inc CENT 6154636600 44 Vantage Way Suite 400 Nashville TN 37228 steven c holman chief financial officer 6154636600 2017-02-02 1 Angela N Crawford CPA P00573197 3176334705 2017-02-02 2015 2021-01-29 14:40:06Z X Tom Doub 44 Vantage Way Suite 400 Nashville TN 37228 19031459 0 X N/A X 2008 IN IMPROVE QUALITY AND EFFECTIVENESS OF CARE FOR those FACING BEHAVIORAL HEALTH DISORDERS. 10 10 70 0 0 0 1920300 2640590 10867398 14990869 0 1351235 0 0 12787698 18982694 5000 4956 0 0 7218730 9318597 0 0 0 5457676 8079011 12681406 17402564 106292 1580130 8954323 9234374 6429061 4588907 2525262 4645467 X CENTERSTONE RESEARCH INSTITUTE (CRI) IS A NONPROFIT ORGANIZATION WHICH EXISTS TO IMPROVE THE QUALITY AND EFFECTIVENESS OF CARE FOR INDIVIDUALS AND FAMILIES FACING BEHAVIORAL HEALTH DISORDERS. RESEARCH SHOWS AN ALARMING 13-17 YEAR DELAY BETWEEN SIGNIFICANT TREATMENT BREAKTHROUGHS AND THE STANDARD USE OF THOSE TREATMENTS IN CLINICAL SETTINGS. THIS MEANS THAT A YOUNG PERSON DIAGNOSED WITH DEPRESSION MAY HAVE TO SUFFER FOR 15 YEARS BEFORE RECEIVING A LIFE-SAVING TREATMENT ALREADY KNOWN TODAY. CRI AIMS TO BRIDGE THIS GAP BETWEEN SCIENCE AND SERVICE, SO THE 33 MILLION AMERICANS SEEKING HELP FOR BEHAVIORAL HEALTH AND ADDICTION DISORDERS RECEIVE THE MOST EFFECTIVE CARE WITHOUT DELAY. 0 0 12877897 4956 14990869 SEE SCHEDULE O 12877897 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 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 X 76 0 1 70 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X Joe Moore 6154636600 44 Vantage Way Suite 400 Nashville TN 37228 Tom Mahler Chair 2.00 X X 0 0 0 Janet Ayers Vice Chair 2.00 X X 0 0 0 David Melby Secretary 2.00 X X 0 0 0 Trish Lindler board Director 2.00 X 0 0 0 Bill Midgett board Director 2.00 X 0 0 0 Jonathen Morphett board Director 2.00 X 0 0 0 Gil Palmer board Director 2.00 X 0 0 0 Nedda Pollack BOARD DIRECTOR 2.00 X 0 0 0 Joan Sivley board Director 2.00 X 0 0 0 Deborah Taylor Tate board Director 2.00 X 0 0 0 Tom Doub CEO 40.00 X 0 234096 37964 Wayne Easterwood CIO 40.00 X 161014 0 16103 Russell Galyon COO 40.00 X 150452 0 4952 Venkatasiva Prasad Kodali V.P Information Technology 40.00 X 131481 0 15292 Jan Jeree Goodson Highest Pd EE 40.00 X 128525 0 688 Kathryn Anne Mathes Highest Pd EE 40.00 X 107532 0 13996 Bradley Keith Bills Highest Pd EE 40.00 X 106099 0 13475 Judy B Greenwood Highest Pd EE 40.00 X 105094 0 13137 890197 234096 115607 11 0 1 0 beacon hill staffing group po box 846193 boston MA 022846193 Recruiting 285274 1 1202333 1350811 87446 2640590 Research and Technology Fees 541700 10913025 10913025 Program Service Revenue 541700 4077844 4077844 14990869 1400000 48765 1351235 1351235 1351235 18982694 14990869 0 1351235 4956 4956 566537 419237 147300 7244076 5360616 1883460 169890 125719 44171 838263 620315 217948 499831 369875 129956 436010 322647 113363 5247 3883 1364 14532 10754 3778 1176182 870375 305807 80760 59762 20998 304523 225347 79176 2260455 1672737 587718 1488440 1101446 386994 480201 355349 124852 66437 49164 17273 8972 6639 2333 1655405 1225000 430405 13106 9698 3408 Dues & Subscriptions 42493 31445 11048 Research Tracking 29080 21519 7561 17168 11414 5754 17402564 12877897 4524667 0 2414 500 170582 159208 584613 670512 14398810 8527679 6813133 5871131 1383581 2533023 8954323 9234374 773070 900561 125000 0 5530991 3688346 6429061 4588907 X 1475076 3055206 1050186 1590261 2525262 4645467 8954323 9234374 X 1580130 540075 X X 0 1 X 1 1 1 X 1507970 1412827 1515647 1920300 2640590 8997334 1507970 1412827 1515647 1920300 2640590 8997334 8997334 8997334 43117625 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1050186 540075 1590261 445924 604262 1050186 535524 89600 445924 653856 118332 535524 800000 146144 653856 1.00000 0 0 75046 75046 0 14323764 8452633 5871131 5871131 Other Receivables 509429 Beneficial Interest in Centerstone 1590261 Receivable from Sale of Intangible Assets 433333 2533023 Due to Affiliated Entities 3688346 3688346 X 18982694 0 18982694 0 18982694 17402564 0 17402564 0 17402564 Part V, Line 4: The Corporation's temporarily restricted net assets consist of the beneficial interest in Centerstone Foundation, Inc. Part X, Line 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION, AND HAS CONCLUDED THAT FOR THE YEARS ENDED JUNE 30, 2016 AND JUNE 30, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X X X X 0 0 0 0 0 0 0 1 0 Tom Doub CEO 0 218466 0 15000 0 630 0 26600 0 11364 0 272060 0 0 Wayne Easterwood CIO 149291 0 11000 0 723 0 5012 0 11091 0 177117 0 0 0 Russell Galyon COO 136578 0 13660 0 214 0 4063 0 889 0 155404 0 0 0 Part I, Line 7 Bonuses are paid based on specific performance guidelines and the bonus compensation arrangements vary by employee. Form 990, Part III, Line 4a 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 of America, Inc. is the sole corporate member of Centerstone Research Institute. 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 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 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 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. 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 Research Institute, Inc. are filed under the EIN of a sister 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, 76 relates to vendors of Centerstone Research Institute, Inc. Form 990, Part V, Line 2a, W-2 Filing FORMS W-2, W-3, AND ALL RELATED PAYROLL TAX FILINGS FOR CENTERSTONE RESEARCH INSTITUTE, INC. ARE FILED UNDER THE EIN OF A SISTER 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, 70 RELATE TO EMPLOYEES OF CENTERSTONE RESEARCH, INC. Form 990, Part VI, Section A, line 6 THE SOLE MEMBER OF THE ORGANIZATION IS CENTERSTONE OF AMERICA, INC., AN INDIANA NONPROFIT CORPORATION. Form 990, Part VI, Section A, line 7a The sole member shall be entitled to appoint at least one board director as specified in the Bylaws of the Corporation. Form 990, Part VI, Section A, line 7b The following decisions are to be ratified by the sole member prior to action: formation or acquisition of legal entities by the Corporation; amendment of the Charter or Bylaws of the Corporation; approval, acceptance, amendment or termination of contracts of the Corporation to provide services outside the historical lines of business or services engaged in by the Corporation; and adoption and amendment of the Statement of the Mission of the Corporation. 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 XI, line 9: Change in Beneficial Interest in Foundation 540,075. Form 990, Part XI, Line 2c, Oversight of 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 N/A 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 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 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 Centerstone Housing Resources 44 Vantage Way suite 400 nashville TN 37228 300181963 own and operate group homes TN 501c3 line 11c N/A 0 Centerstone of America 44 Vantage Way suite 400 nashville TN 37228 200072992 Promote and support purposes of Centerstone Entities IN 501c3 line 9 N/A 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 of Tennessee Inc 44 Vantage Way suite 400 nashville TN 37228 621674308 provide Mental Health Services IN 501c3 Line 3 Controlled by Centerstone of America 0 Cumberland Holding Corp 44 Vantage Way suite 400 nashville TN 37228 621234354 Provide HUD housing TN 501c3 line 7 N/A 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 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 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 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 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 Oakview Inc 44 Vantage Way suite 400 nashville TN 37228 351942794 Provide low income housing IN 501c3 private foundation 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 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 Centerstone Health Partners Inc 0 0 Centerstone Health Partners Inc 44 Vantage Way Suite 400 Nashville TN 37228 462383025 Management Company TN N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 Centerstone Foundation C 1202333