THE NARBHA INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE NARBHA INSTITUTE (EIN 86-6037149)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-09-28
- IRS object ID
- 201602739349300820
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-28T15:19:08-07:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866037149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NARBHA INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NARB | BusinessNameControlTxt |
| Phone | 9282338667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616 N BEAVER Street | AddressLine1Txt |
| City | Flagstaff | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Cook | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9282338673 | PhoneNum |
| Signature | 2016-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY JO GREGORY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616 N BEAVER STR | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $198,540,561 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.narbha.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | NARBHA is a community-based, non-profit organization managing behavioral health services to meet the needs of eligible individuals and support their recovery and resilience. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 123 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $159,285,096 | PYContributionsGrantsAmt |
| CY Contributions Grants | $197,900,920 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,395 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,373 | CYProgramServiceRevenueAmt |
| PY Investment Income | $58,057 | PYInvestmentIncomeAmt |
| CY Investment Income | $102,136 | CYInvestmentIncomeAmt |
| PY Other Revenue | $542,710 | PYOtherRevenueAmt |
| CY Other Revenue | $462,132 | CYOtherRevenueAmt |
| PY Total Revenue | $159,964,258 | PYTotalRevenueAmt |
| CY Total Revenue | $198,540,561 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,304,713 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,698,530 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $147,041,160 | PYOtherExpensesAmt |
| CY Other Expenses | $181,925,365 | CYOtherExpensesAmt |
| PY Total Expenses | $156,345,873 | PYTotalExpensesAmt |
| CY Total Expenses | $193,623,895 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,618,385 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,916,666 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,741,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,049,979 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,719,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,110,852 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,022,461 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,939,127 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Provide, develop, and manage the best system of behavioral health care for multicultural consumers in a rural environment. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $179,305,370 | ExpenseAmt |
| Revenue | $526,398 | RevenueAmt |
| Desc | NARBHA is a community-based, non-profit organization managing behavioral health services to meet the needs of eligible individuals and families and support their recovery and resilience. Through a contract with the state of Arizona, NARBHA provides a comprehensive behavioral health care delivery system for members within its geographic service area, with direct services provided by a network of contracted service providers. NARBHA funds a multitude of projects involving consumers, families, and providers through community reinvestment initiatives. NARBHA is operated for charitable and educational purposes in all areas and locations of its operation. NARBHA's services in this fiscal year encompassed 19,500 persons enrolled as behavioral health recipients as of September 30, 2015. Approximately 7.4 million units of behavioral health service encounters were provided to eligible persons through NARBHA's network, in addition to funding and programs for supportive housing and behavioral health crisis services. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $179,305,370 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 181 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 123 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Judy Marfechuk | PersonNm |
| Phone | 9282338672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616 N BEAVER Street | AddressLine1Txt |
| City | Flagstaff | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Barbara Bartell | |||||||||
| Board Member-Secretary | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Marriner Cardon | |||||||||
| Board Member | 5 | Yes (X) | $0 | $0 | $0 | ||||
| Harvey Grady | |||||||||
| Board Member - Vice Chair | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Karen Kuebler | |||||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Sippel | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Lina Wallen | |||||||||
| Board Member-Treasurer | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| James Wurgler | |||||||||
| Board Member-Board Chair | 6 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Celeste Irons | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Jo Gregory | |||||||||
| President and CEO | 51 | Yes (X) | $427,031 | $0 | $16,965 | ||||
| Michael Kuzmin | |||||||||
| CFO | 44 | Yes (X) | $204,930 | $0 | $30,510 | ||||
| Shawn Nau | |||||||||
| COO | 51 | $202,978 | $0 | $20,486 | 0 | Yes (X) | |||
| Teresa Bertsch | |||||||||
| Chief Medical Officer | 47 | $275,381 | $0 | $60,148 | Yes (X) | ||||
| Lindsay Miller | |||||||||
| CIO/Chief Business Officer | 49 | $175,920 | $0 | $28,883 | Yes (X) | ||||
| Amy Jelliffe | |||||||||
| Children's Medical Administrator | 42 | $204,190 | $0 | $39,073 | Yes (X) | ||||
| Judith Marfechuk | |||||||||
| Controller | 47 | $116,609 | $0 | $34,167 | Yes (X) | ||||
| Jennie McMillian | |||||||||
| Chief Clinical Officer | 45 | $113,408 | $0 | $16,792 | Yes (X) | ||||
| Nathan Jones | |||||||||
| Corporate Compliance OFficer/Lead Counsel | 47 | $108,769 | $0 | $15,502 | Yes (X) | ||||
| Laura Hartgroves | |||||||||
| Director of Network & System Development | 48 | $108,120 | $0 | $19,537 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,937,336 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $282,063 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mohave Mental Health Clinic Inc | |||||
| 1743 Sycamore Ave | Kingman | AZ | 86409 | Mental Health Services | $21,883,053 |
| West Yavapai Guidance Clinic Inc | |||||
| 3343 N Windsong Dr Ste 9 | Prescott | AZ | 86314 | Mental Health Services | $21,242,257 |
| Community Partnership of Southern Arizona | |||||
| 535 N Wilmot Ste 201 | Tucson | AZ | 85711 | Pharmacy Benefits Manager | $12,815,982 |
| The Guidance Center | |||||
| 2187 N Vickey St | Flagstaff | AZ | 86004 | Mental Health Services | $13,647,810 |
| Southwest Behavioral Health Serivces Inc | |||||
| 3450 n 3rd Street | Phoenix | AZ | 85012 | Mental Health Services | $11,417,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 57 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $197,900,920 | GovernmentGrantsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $197,900,920 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Income for SMI Housing | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $75,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,373 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,373 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,136 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,136 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Provicer Service Fees | 900099 | $437,695 | $437,695 | $0 | $0 |
| Other Services | 900099 | $13,330 | $13,330 | $0 | $0 |
| Miscellaneous | 900099 | $11,107 | $0 | $0 | $11,107 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $462,132 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,540,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $526,398 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $113,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,235 | TotalAmt |
| Program Services | $7,923 | ProgramServicesAmt |
| Management And General | $1,435,312 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,241,905 | TotalAmt |
| Program Services | $268,392 | ProgramServicesAmt |
| Management And General | $7,973,513 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,396 | TotalAmt |
| Program Services | $21,774 | ProgramServicesAmt |
| Management And General | $626,622 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,004 | TotalAmt |
| Program Services | $23,391 | ProgramServicesAmt |
| Management And General | $658,613 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,990 | TotalAmt |
| Program Services | $25,338 | ProgramServicesAmt |
| Management And General | $657,652 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,002 | TotalAmt |
| Management And General | $183,002 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,400 | TotalAmt |
| Program Services | $15,379 | ProgramServicesAmt |
| Management And General | $174,021 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,241,018 | TotalAmt |
| Program Services | $177,579,130 | ProgramServicesAmt |
| Management And General | $661,888 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,320 | TotalAmt |
| Program Services | $8,132 | ProgramServicesAmt |
| Management And General | $43,188 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,043 | TotalAmt |
| Program Services | $61,328 | ProgramServicesAmt |
| Management And General | $325,715 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,566 | TotalAmt |
| Program Services | $525,836 | ProgramServicesAmt |
| Management And General | $208,730 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,974 | TotalAmt |
| Program Services | $316,842 | ProgramServicesAmt |
| Management And General | $224,132 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,361 | TotalAmt |
| Program Services | $28,470 | ProgramServicesAmt |
| Management And General | $193,891 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,999 | TotalAmt |
| Program Services | $15,528 | ProgramServicesAmt |
| Management And General | $82,471 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,426 | TotalAmt |
| Program Services | $96,972 | ProgramServicesAmt |
| Management And General | $534,454 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,994 | TotalAmt |
| Program Services | $10,299 | ProgramServicesAmt |
| Management And General | $54,695 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Recruiting Expenses | $31,870 | $5,050 | $26,820 | $0 |
| Training | $18,927 | $2,999 | $15,928 | $0 |
| Other Operating Expenses | $282,668 | $44,790 | $237,878 | $0 |
| Renovations for SMI Housing | $247,797 | $247,797 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,623,895 | TotalAmt |
| Program Services | $179,305,370 | ProgramServicesAmt |
| Management And General | $14,318,525 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,705,466 | BOYAmt |
| EOY | $4,440,646 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,378,591 | BOYAmt |
| EOY | $39,570,770 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,362 | BOYAmt |
| EOY | $1,617,602 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,755 | BOYAmt |
| EOY | $58,669 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,722 | BOYAmt |
| EOY | $90,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,870,435 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,998,447 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,230,855 | BOYAmt |
| EOY | $9,871,988 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $2,400,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,741,751 | BOYAmt |
| EOY | $58,049,979 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,469,398 | BOYAmt |
| EOY | $10,110,852 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,658 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,234 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,719,290 | BOYAmt |
| EOY | $10,110,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,022,461 | BOYAmt |
| EOY | $47,939,127 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,022,461 | BOYAmt |
| EOY | $47,939,127 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,741,751 | BOYAmt |
| EOY | $58,049,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,916,666 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,895,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,719,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,002,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,284,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,900,920 | CurrentTaxYearAmt |
| Total | $689,802,916 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,895,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,719,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,002,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,284,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,900,920 | CurrentTaxYearAmt |
| Total | $689,802,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $689,802,916 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,136 | CurrentTaxYearAmt |
| Total | $443,848 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $521,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $485,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $542,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $462,132 | CurrentTaxYearAmt |
| Total | $2,134,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $692,381,534 | TotalSupportAmt |
| Public Support CY170 | 0.99628 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99592 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 1 | The headings should be 2011,2012, 2013 (short year if 3 months), 2013 (12 months), 2014 |
| Schedule A, Part II, Line 10 | Other Income includes income from provider service fees, fees for use of telemed, and other miscellaneous income. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,003,910 | OtherCostOrOtherBasisAmt |
| Book Value | $2,003,910 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,611,762 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,061,243 | DepreciationAmt |
| Book Value | $5,550,519 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,074,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,808,456 | DepreciationAmt |
| Book Value | $2,265,629 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $180,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $128,748 | DepreciationAmt |
| Book Value | $51,930 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,871,988 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $198,540,561 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $198,540,561 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $198,540,561 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $193,623,895 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $193,623,895 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $193,623,895 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | - 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 accompanying consolidated 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 years ended September 30, 2015 and 2014. 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mary Jo Gregory | ||||||||||||||
| President and CEO | $353,631 | $0 | $14,400 | $0 | $59,000 | $0 | $0 | $0 | $16,965 | $0 | $443,996 | $0 | $0 | |
| Michael Kuzmin | ||||||||||||||
| CFO | $193,084 | $0 | $8,000 | $0 | $3,846 | $0 | $12,741 | $0 | $17,769 | $0 | $235,440 | $0 | $0 | $0 |
| Shawn Nau | ||||||||||||||
| COO | $195,811 | $0 | $7,167 | $0 | $0 | $0 | $0 | $0 | $20,486 | $0 | $223,464 | $0 | $0 | $0 |
| Teresa Bertsch | ||||||||||||||
| Chief Medical Officer | $259,393 | $0 | $10,797 | $0 | $5,191 | $0 | $39,000 | $0 | $21,148 | $0 | $335,529 | $0 | $0 | $0 |
| Lindsay Miller | ||||||||||||||
| CIO/Chief Business Officer | $165,966 | $0 | $6,592 | $0 | $3,362 | $0 | $9,742 | $0 | $19,141 | $0 | $204,803 | $0 | $0 | $0 |
| Amy Jelliffe | ||||||||||||||
| Children's Medical Administrator | $196,049 | $0 | $8,141 | $0 | $0 | $0 | $21,167 | $0 | $17,906 | $0 | $243,263 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Header, Line B | The NARBHA Institute changed its name from Northern Arizona Regional Behavioral Health Authority, Inc., effective 10/1/2015, and has received a revised determination letter from the IRS. |
| Form 990, Part VI, Section B, Line 11b | Corporate policies require review of the Form 990 by the chair on behalf of the board of directors prior to filing the organization's 990 return. |
| Form 990, Part VI, Section B, Line 12c | NARBHA's Corporate Bylaws set out a comprehensive conflict of interest policy applicable to all members of the Board of Directors that requires that each director to promptly and fully disclose and declare all material facts of every actual or perceived conflict of interest, duality of interest and financial interest. Disclosure and declaration are monitored and reviewed by the Boards' Conflicts Advisor, appointed by the Board Chair. A board member who has a conflict of interest shall play no part, directly or indirectly, in the deliberations or vote, shall leave he meeting during the discussions of, and the vote on, the matter, contract or transactions and may not participate in the discussions nor vote on any decision in which the member has a conflict of interest or has declared a conflict of interest. Review and determination of conflicts and compliance with the policy is monitored by the Conflicts Advisor and the Board Chair. The Conflicts Advisor and the Governance Committee of the Board may investigate violations. Violations of the requirements set forth in the policy result in sanctions imposed by majority vote of the entire Board, up to and including removal from the Board. In addition, NARBHA prohibits employees/volunteers from participating in any decision to purchase or lease services, goods or property, or in any decision or action to correct, discipline or improve the performance of or terminate the contract of any NARBHA vendor, contractor or service provider in which the employee or volunteer or a relative or close social contact has a conflict of interest. Internal policy is monitored by the General Counsel and enforced through the Chief Executive Officer. |
| Form 990, Part VI, Section B, Line 15 | Based on comparability data for similarly qualified persons in functionally comparable positions at similarly situated organizations, the CEO's compensation was reviewed and approved by the organization's governing body, composed of independent members without conflicts, and contemporaneously documented. Compensation for key employees is established based on review and approval by organization's internal compensation-setting body, composed of independent members without conflicts, basing compensation on such factors as education requirements, license/certifications, experience, training, competencies, level of responsibility required for the job and a review of market factors on a local, state and/or nation level for similarly qualified persons in comparable positions at similar organizations, and contemporaneously documented when changes are made. |
| 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 was formed during the fiscal year ending 9/30/2015 but did not commence operations during it. The joint venture will contract with the State of Arizona to provide comprehensive medical and behavioral services to Medicaid recipients and other indigent populations. The NARBHA Institute has 50% governance control and additional rights to safeguard its exempt status under federal tax law and ensure joint venture operations are substantially related to the organization's exempt purpose. |
| Form 990, Part VI, Section B, Line 16b | The NARBHA Institute does not regularly engage in joint ventures. The operating agreement of its joint venture reported on schedule R and on Part VI, Section b, line 16a, serves as the NARBHA Institute joint venture policy and requires the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and it takes steps to safeguard the organization's exempt status with respect to such arrangements. |
| Form 990, Part VI, Section C, Line 19 | Corporate policies require that corporate records meet transparency standards for tax exempt organizations established by state and federal law. Corporate articles and annual reports/disclosures are published on the state of Arizona's website (Arizona Corporation Commission www.ascc.gov). Corporate 990 returns are published at www.guidestar.org. The corporate 990 return is made available upon request per corporate policies and IRS rules. Other governing documents are not required to be made available to the public and therefore are not published. The audited financial statements are available on request. |
| Form 990, Part IX, Line 11g | Program service fees distributed $177,412,526. Professional and Outside Services $828,492. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Well North Communities LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616 N Beaver Street | AddressLine1Txt |
| City | Flagstaff | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866037149 | EIN |
| Primary Activities | Property ownership and providing affordable housing to persons with serious mental illness | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Total Income | $323,170 | TotalIncomeAmt |
| End Of Year Assets | $2,336,421 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The NARBHA Institute | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health Choice Integrated Care LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 S YALE ST | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471961438 | EIN |
| Primary Activities | Medicaid managed care | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $48 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $48 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.48 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WTDG Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616 N Beaver Street | AddressLine1Txt |
| City | Flagstaff | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464393138 | EIN |
| Primary Activities | Consulting services for preparing a bid | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The NARBHA Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $100 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $100 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health Choice Integrated Care LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionTypeTxt |
| Involved | $2,400,000 | InvolvedAmt |
| Method Of Amount Determination | Fair market value | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV | FormAndLineReferenceDesc |
| Explanation | Health Choice Integrated Care, LLC: Joint venture with Health Choice Northern Arizona (a subsidiary of IASIS Healthcare). Controlling entities: The NARBHA Institute has 50% governance control with additional rights to safeguard the organization's exempt status under applicable federal tax law. No K-1 information for tax year: Joint venture did not commence operations in the fiscal year ending 9/30/2015. All joint venture operations required by member operating agreement to be substantially related to exempt purpose. | ExplanationTxt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The NARBHA Institute changed its name from its prior 990. The former name was "Northern Arizona Regional Behavioral health Authority." Published IRS guidance states that name changes require a paper filing. However, our name change had been previously reported in prior correspondence (revised determination letter) and so we received notice CP254. Any penalty should be waived because we did file timely in paper form, in reliance on the name change rules. | ExplanationTxt |
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