2017-05-12T15:46:00-05:00 2015-06-30 952399533 NSBN LLP 1925 CENTURY PARK E FL 16 LOS ANGELES CA 90067 990 2014-07-01 953302967 MENTAL HEALTH SYSTEMS INC MENT 8585732600 9465 FARNHAM STREET SAN DIEGO CA 92123 STACY MAXA CFO 8585732600 2017-05-10 1 TAYIIKA M DENNIS P01575149 3102732501 2017-05-03 2014 2021-01-29 14:40:06Z X JAMES C CALLAGHAN JR 9465 FARNHAM STREET SAN DIEGO CA 92123 75475724 0 X WWW.MHSINC.ORG X 1978 CA TO IMPROVE THE LIVES OF INDIVIDUALS, FAMILIES AND COMMUNITIES IMPACTED BY SUBSTANCE ABUSE AND BEHAVIORAL HEALTH DISORDERS. 9 8 1079 64 0 0 72589537 72399824 2271978 2996091 3216 1936 123772 77873 74988503 75475724 0 0 0 0 36512217 37578440 0 0 0 37975153 37656978 74487370 75235418 501133 240306 32719905 37435546 20876409 24978307 11843496 12457239 X TO IMPROVE THE LIVES OF INDIVIDUALS, FAMILIES AND COMMUNITIES IMPACTED BY SUBSTANCE ABUSE AND BEHAVIORAL HEALTH DISORDERS. 0 0 66527795 3073964 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. 66527795 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 1 0 1 0 0 0 0 0 1 0 0 0 1 315 0 1 1079 1 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 CA X STACY MAXA 8585732600 9465 FARNHAM STREET SAN DIEGO CA 92123 JAMES C CALLAGHAN JR 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 ERNEST WRIGHT II 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 WILL RIVERA BOARD MEMBER 1.00 X 0 0 0 ALEXIS RANGLAS BOARD MEMBER 1.00 X 0 0 0 KIMBERLY R BOND PRESIDENT AND CEO 40.00 X 218526 0 32284 MICHAEL HAWKEY CFO 40.00 X 189588 0 29186 DEXTER JENSEN CHIEF MEDICAL OFFICER 40.00 X 236498 0 33678 WENDY BROUGHTON COO 40.00 X 128627 0 19300 WILLIAM MEAD PHD SENIOR ADVISOR 5.00 X 123132 0 0 WILLIAM EASTWOOD SENIOR ADVISOR 5.00 X 121884 0 0 DAVID CONN SENIOR VP BUSINESS DEVELOPMENT 40.00 X 121211 0 14339 1139466 0 128787 7 0 1 0 COMMUNITY RESEARCH FOUNDATION 1202 MORENA BLVD SUITE 300 SAN DIEGO CA 92110 MENTAL HEALTH SERVICES 1643138 UC REGENTS 9500 GILMAN DRIVE LA JOLLA CA 92093 MENTAL HEALTH SERVICES 1642576 NAMI SAN DIEGO 5095 MURPHY CANYON ROAD SUITE 320 SAN DIEGO CA 92123 MENTAL HEALTH SERVICES 611457 NETSMART 3500 SUNRISE HIGHWAY SUITE D122 GREAT RIVER NY 11739 AVATAR / EHR APPLICATION 550725 UNION OF PAN ASIAN COMMUNITIES 1031 25TH STREET SAN DIEGO CA 92102 COUNSELING AND TREATMENT 372279 26 72132439 267385 72399824 CLIENT FEES 900099 1037058 1037058 PROGRAM SERVICE 900099 798176 798176 MANAGEMENT FEES 900099 620797 620797 RENTAL FEES 531110 540060 540060 2996091 1936 1936 MISCELLANEOUS 900099 77873 77873 77873 75475724 3073964 0 1936 X 408114 408114 30179916 26286274 3893642 1610826 1436710 174116 3148648 2808307 340341 2230936 1941798 289138 36346 36346 76056 76056 8764127 8108204 655923 2529016 2242166 286850 4747090 3950485 796605 1153445 1006279 147166 662655 261602 401053 463807 208265 255542 1667694 1493262 174432 PURCHASED SERVICES 13456135 13456135 EQUIPMENT PURCHASED 1099619 1038193 61426 PROGRAM EXPENSE 942463 911897 30566 TAXES AND LICENCES 483978 452286 31692 1574547 925932 648615 75235418 66527795 8707623 0 2683248 2805902 14998862 18828044 790863 1075330 20786240 6983394 13374340 13802846 5000 872592 918424 32719905 37435546 3836539 10740758 513998 536865 11038938 13700684 5486934 0 20876409 24978307 X 11764305 12404957 79191 52282 11843496 12457239 32719905 37435546 240306 373437 0 X X 0 1 X 1 1 1 X 80948858 80591208 75533839 72589537 72399824 382063266 1990074 1914380 2673130 2271978 2996091 11845653 82938932 82505588 78206969 74861515 75395915 393908919 0 0 0 393908919 7846 11345 1889 3216 1936 26232 7846 11345 1889 3216 1936 26232 77873 77873 82946778 82516933 78208858 74864731 75475724 394013024 0.99970 0.99990 0.00010 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3539328 3539328 11043234 3509019 7534215 957965 944849 13116 1252764 1240555 12209 3992949 1288971 2703978 13802846 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 2012 AND 2011, RESPECTIVELY. X 0 0 0 0 0 0 0 0 0 KIMBERLY R BOND PRESIDENT AND CEO 218526 0 0 0 0 0 25628 0 6656 0 250810 0 0 0 MICHAEL HAWKEY CFO 189588 0 0 0 0 0 22541 0 6645 0 218774 0 0 0 DEXTER JENSEN CHIEF MEDICAL OFFICER 236498 0 0 0 0 0 27280 0 6398 0 270176 0 0 0 ERNEST WRIGHT II DIRECTOR 244167 LEASE OF FACILITIES 0 FORM 990, PAGE 1, SECTION B, AMENDED RETURN: FORM 990 HAS BEEN AMENDED BASED UPON A RE-AUDIT OF THE FISCAL YEAR ENDED JUNE 30, 2015 FINANCIAL STATEMENTS (TAX YEAR BEGINNING 2014). FORM 990, PART VI, SECTION B, LINE 11 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 AT LEAST ANNUALLY, THE WHOLE BOARD REVIEWS AND APPROVES COMPENSATION TO KEY EMPLOYEES. THE REVIEW PROCESS INCLUDES LOOKING AT INDEPENDENT COMPARABLE SALARIES FOR KEY EMPLOYEE POSITIONS VIA HR/COMPENSATION COMMITTEE RECOMMENDATIONS. 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 VI, LINE 9: KIMBERLY BOND AND MICHAEL HAWKEY CANNOT BE REACHED AT THE ORGANIZATION'S ADDRESS. THEIR CURRENT BUSINESS ADDRESS IS UNKNOWN. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND OUSTIDE SERVICES: PROGRAM SERVICE EXPENSES 2,836,304. MANAGEMENT AND GENERAL EXPENSES 315,173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,151,477. CONSULTING FEES: PROGRAM SERVICE EXPENSES 4,172,471. MANAGEMENT AND GENERAL EXPENSES 339,302. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,511,773. LABORATORY FEES: PROGRAM SERVICE EXPENSES 1,099,429. MANAGEMENT AND GENERAL EXPENSES 1,448. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,100,877. 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 1 0 0 0 0 0 0 0 NOVATA BEHAVIORAL HEALTH INC L 620797 FAIR MARKET VALUE