2014-04-29T11:54:21-05:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 646 OKOMA DRIVE SUITE A OMAK WA 988419515 990 2012-07-01 412040765 OKANOGAN BEHAVIORAL HEALTHCARE OKAN 5098266191 1007 KOALA DRIVE OMAK WA 98841 CARI HALL 5098266191 2014-03-06 1 R DALE HICE P00035311 5098261270 2014-03-06 2012 2015-11-30 17:44:51Z ROGER BAUER 1007 KOALA DRIVE OMAK WA 98841 5297436 0 X WWW.OKBHC.ORG X 2002 WA TO PROVIDE QUALITY BEHAVIORAL HEALTH SERVICES TO PERSONS OF ALL AGES, CULTURAL AND ETHNIC BACKGROUNDS. OBHC PROVIDES SUBSTANCE ABUSE AND VIOLENCE PREVENTION SERVICES TO THE COMMUNITY; AND COUNSELING, CASE MANAGEMENT AND SKILLS TRAINING TO PERSONS WITH DEVELOPMENTAL, CHEMICAL DEPENDENCY, AND MENTAL HEALTH ISSUES AND CONCERNS. OBHC'S PRIMARY CHALLENGE IS TO ENSURE THAT THESE INDIVIDUALS ARE BETTER ABLE TO MANAGE THEIR LIVES, WORK AND PARTICIPATE IN THEIR COMMUNITIES AS THE RESULT OF OBHC'S INVOLVEMENT IN THEIR LIVES. 7 7 75 5 0 0 4995140 4884261 446447 365670 -216618 3571 51165 43934 5276134 5297436 25018 10825 0 0 3079092 3240203 0 0 45101 2143089 2122432 5247199 5373460 28935 -76024 10957310 10312396 3987152 3418262 6970158 6894134 X TO PROVIDE QUALITY BEHAVIORAL HEALTH SERVICES TO PERSONS OF ALL AGES, CULTURAL AND ETHNIC BACKGROUNDS. OBHC PROVIDES SUBSTANCE ABUSE AND VIOLENCE PREVENTION SERVICES TO THE COMMUNITY; AND COUNSELING, CASE MANAGEMENT AND SKILLS TRAINING TO PERSONS WITH DEVELOPMENTAL, CHEMICAL DEPENDENCY, AND MENTAL HEALTH ISSUES AND CONCERNS. OBHC'S PRIMARY CHALLENGE IS TO ENSURE THAT THESE INDIVIDUALS ARE BETTER ABLE TO MANAGE THEIR LIVES, WORK AND PARTICIPATE IN THEIR COMMUNITIES AS THE RESULT OF OBHC'S INVOLVEMENT IN THEIR LIVES. 0 0 3336096 152008 THE MENTAL HEALTH PROGRAM PROVIDES EMERGENCY CRISIS SERVICES, CONSULTATION, PREVENTION/EDUCATION, SCREENING/ASSESSMENT SERVICES, OUTPATIENT SERVICES THAT INCLUDE: INDIVIDUAL, FAMILY AND GROUP THERAPY, COMMUNITY STABILIZATION SERVICES AND SPECIAL PROGRAMS TO MEET THE NEEDS OF SPECIAL POPULATIONS SUCH AS CHILDREN, ELDERLY AND MINORITIES. WE SERVED 1,767 CLIENTS (UNDUPLICATED) THIS YEAR. WE PROVIDED 13,989 HOURS IN OUTPATIENT SERVICES AND 17,468 HOURS IN CRISIS SERVICES. 290219 30 THE DEVELOPMENTAL DISABILITIES PROGRAM PROVIDES COMMUNITY INFORMATION SERVICES WHICH EDUCATE PEOPLE IN THE COMMUNITY ABOUT DEVELOPMENTAL DISABILITIES AND RELATED SERVICES; INFANT TODDLER NETWORK SERVICES FOCUS ON EARLY INTERVENTION FOR CHILDREN FROM BIRTH THROUGH AGE THREE AND INCLUDE SERVICES SUCH AS: FAMILY RESOURCE COORDINATION, EARLY IDENTIFICATION SCREENING, EVALUATION AND ASSESSMENT, ELIGIBILITY AND INDIVIDUALIZED FAMILY SERVICE PLANS. THERE WERE 3,493 SERVICE HOURS PROVIDED THIS YEAR TO FAMILIES WITH INFANT OR TODDLERS WITH DEVELOPMENTAL DISABILITIES. THE COMMUNITY INFORMATION PROGRAM PROVIDED 1,208 HOURS THIS YEAR. THIS PROGRAM ALSO SUBCONTRACTS WITH CAREER PATH SERVICES TO PROVIDE INDIVIDUAL SUPPORTED EMPLOYMENT SERVICES AND COMMUNITY ACCESS SERVICES TO ADULTS. 392801 27690 THE SHOVE HOUSE PROJECT WAS COMPLETED IN MARCH 2010 AND HAS TEN SHELTER DORM AND NINE PERMANENT SUPPORTIVE HOUSING UNITS FOR PERSONS WITH MENTAL ILLNESS AND/OR SUBSTANCE ABUSE PROBLEMS IN OKANOGAN COUNTY. THE FACILITY PROVIDES THE ONLY EMERGENCY SHELTER BEDS AND PERMANENT SUPPORTIVE UNITS FOR INDIVIDUALS DISABLED BY MENTAL ILLNESS OR CHEMICAL DEPENDENCY IN OKANOGAN COUNTY. WE PROVIDED 4,364 DORM BED NIGHTS AND PROVIDED 3,083 APARTMENT BED NIGHTS TO PEOPLE IN NEED. 230260 175117 THE CHEMICAL DEPENDENCY PROGRAM PROVIDES INFORMATION/REFERRAL SERVICES, EVALUATIONS SERVICES, OUTPATIENT SERVICES THAT INCLUDE INDIVIDUAL, GROUP SERVICES AND INTENSIVE OUTPATIENT SERVICES (IOP), PREVENTION/RELAPSE SERVICES, ADOLESCENT SERVICES; ALCOHOLISM AND DRUG ADDICTION TREATMENT SUPPORT ACT SERVICES, AND COMMUNITY EDUCATION SERVICES. 723 PATIENTS (UNDUPLICATED COUNT) WERE ADMITTED INTO OUR PROGRAM THIS YEAR AND WE PROVIDED 7,921 OUTPATIENT TREATMENT HOURS. 217957 10825 10727 THE PREVENTION PROGRAM PROVIDES INFORMATION AND EDUCATIONAL SUPPORT TO OKANOGAN COUNTY TO PREVENT ALCOHOL, TOBACCO AND OTHER DRUG USE/ABUSE THROUGH COMMUNITY MOBILIZATION. THE VICTIM PANEL IS FOR COURT ORDERED DUI OFFENDERS TO LISTEN TO VICTIMS/SURVIVORS OF ALCOHOL RELATED ACCIDENTS. THIS PROGRAM PROVIDED: 4,569 HOURS OF COMMUNITY ACTIVITIES AIMED TO REDUCE HIGH-RISK DRINKING, CLASSROOM EDUCATIONAL SERVICES AND HOURS OF PARENTING/FAMILY MANAGEMENT SERVICES. 114210 ADULT FELONY DRUG COURT IS A THREE-PHASE PROGRAM PLUS A VOLUNTARY CONTINUING CARE PHASE FOR ADULTS WHO HAVE PLED GUILTY TO ONE OR MORE NON-VIOLENT DRUG OFFENSES AND WHO ARE HAVING DIFFICULTY STAYING CLEAN AND SOBER. IT IS A COLLABORATIVE EFFORT BETWEEN THE SUPERIOR COURT JUDGE, PROSECUTING ATTORNEY'S OFFICE, PUBLIC DEFENDERS OFFICE, OKANOGAN COUNTY SHERIFF ' S OFFICE, OKANOGAN BEHAVIORAL HEALTHCARE, COMMUNITY SUPERVISION OFFICER, THERAPEUTIC COURT COORDINATOR AND TREATMENT PROGRAM. THIS PROGRAM PROVIDED: 28 REFERRALS TO DRUG COURT, 13 ENTERED DRUG COURT, 13 GRADUATED FROM DRUG COURT, 7 PARTICIPANTS WERE TERMINATED FOR VIOLATIONS, 32 PEOPLE PARTICIPATED IN DRUG COURT DURING THIS TIME PERIOD. 562427 10825 185844 4581543 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 30 0 1 75 1 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X CARI HALL 5098268421 1007 KOALA DRIVE OMAK WA 98841 SUE CHRISTENSEN 1.00 X X 0 0 0 ZACH MEYER 1.00 X 0 0 0 NOAH STEWART 1.00 X X 0 0 0 LAURA HERNANDEZ-BAIRD 1.00 X 0 0 0 BEVERLY ZWAR 1.00 X 0 0 0 JEFF BRENDER 1.00 X X 0 0 0 BJ BLEAKNEY 1.00 X 0 0 0 ROGER BAUER 40.00 X 113881 0 19485 CARI HALL 40.00 X 71838 0 8327 JANICE BAUER 40.00 X 75130 0 8159 260849 0 35971 1 0 0 0 CAREER PATH SERVICES 307 S MAIN 5 OMAK WA 98841 EMPLOYMENT SERVICES 175422 J A JANSSEN MD PO BOX 1871 WENATCHEE WA 98807 MD/PSYCH SERVICE 169594 2 4879870 4391 4391 4884261 PATIENT SERVICE REVENU 621300 333286 333286 SHOVE HOUSE REVENUE 623990 27690 27690 OTHER CLINIC REVENUE 621300 4694 4694 365670 3571 3571 43934 0 43934 43934 43934 5297436 409604 0 3571 X 10825 10825 315413 89296 226117 2260634 2100333 128395 31906 24439 21865 2059 515 387268 347662 31685 7921 252449 212940 34750 4759 729558 686775 42783 40473 28206 12267 226259 178234 48025 81896 76496 5400 148933 140775 8158 87052 67631 19421 265200 218888 46312 64500 51335 13165 SUPPLIES 189824 177469 12355 MISCELLANEOUS 136547 103785 32762 BAD DEBT 51746 3717 48029 REPAIRS AND MAINTENANCE 43184 39328 3856 57260 25983 31277 5373460 4581543 746816 45101 1169715 1021529 1116806 731174 558487 595436 115776 94040 68897 82929 9325137 2020803 7563183 7304334 27367 25424 337079 457530 10957310 10312396 374526 497482 6988 80573 2919638 2840207 686000 0 3987152 3418262 X 6970158 6894134 6970158 6894134 10957310 10312396 -76024 0 X 0 1 X 1 0 X 6412839 7283745 5109333 4995140 4884261 28685318 6412839 7283745 5109333 4995140 4884261 28685318 28685318 59922 65439 57678 47505 47505 278049 434531 3413 437944 70757 70757 29472068 0.97330 0.95890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 700463 700463 7658020 1168286 6489734 966654 852517 114137 7304334 X 5425289 127853 127853 5297436 0 5297436 5501313 127853 127853 5373460 0 5373460 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: OBHC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), EXCEPT FOR NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. AS OF JUNE 30, 2013 AND 2012, OBHC HAD NO UNRELATED BUSINESS ACTIVITIES SUBJECT TO FEDERAL INCOME TAXES. OBHC HAS NOT IDENTIFIED ANY UNCERTAINTY IN INCOME TAX POSITIONS THAT WOULD JEOPARDIZE THE ENTITYS STATUS AS A TAX-EXEMPT ORGANIZATION. OBHC'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES AND ARE OPEN TO EXAMINATION FOR THE YEARS 2010 AND LATER. 1 GRANTS AND OTHER ASSISTANCE TO 15 ORGANIZATIONS ALL UNDER 5000 10825 FMV DONATIONS TO SUPPORT THE PROGRAMS AND SERVICES PROVIDED BY THE SCHOOL DISTRICTS, CORRECTIONAL FACILITIES, AND OTHER VARIOUS ORGANIZATIONS THROUGHOUT THE OMAK AND OKANOGAN COMMUNITIES. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: OBHC REQUESTS OUTCOME REPORTS THAT INDICATE THE WAY IN WHICH OUR DONATION WAS UTILIZED. OBHC DONATES TO LOCAL AND NATIONAL ORGANIZATIONS WITH ACTIVITIES CONSISTENT WITH OUR MISSION. JANICE BAUER SPOUSE OF ROGER BAUER, CEO 96669 EMPLOYED BY THE ORGANIZATION AS THE COO. 0 ROY HALL SPOUSE OF CARI HALL, CFO 61871 EMPLOYED BY THE ORGANIZATION AS THE FACILITY PROPERTY MANAGER. 0 FORM 990, PART VI, SECTION A, LINE 2 JANICE BAUER, COO, IS THE SPOUSE OF ROGER BAUER, CEO. ROY HALL, FACILITY MANAGER, IS THE SPOUSE OF CARI HALL, CFO. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING FOR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BOARD MEMBERS ARE GIVEN THE WRITTEN CONFLICT OF INTEREST POLICY ALONG WITH ALL OF THE BYLAWS AND RULES GOVERNING THE BOARD MEMBERS. THE BOARD MEMBERS ARE GIVEN ANNUAL TRAINING REGARDING THE RESPONSIBILITIES OF THE BOARD INCLUDING THE IMPORTANCE OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IN COORDINATION WITH THE AGENCY ATTORNEY USE PERFORMANCE MEASURES AS WELL AS SALARY STUDIES IN SIMILAR ORGANIZATIONS TO DETERMINE A SALARY RANGE AND THEN ESTABLISH OR ADJUST THE CURRENT SALARY OF THE CEO. THE BOARD OF DIRECTORS IN COORDINATION WITH THE AGENCY ATTORNEY USE PERFORMANCE MEASURES AS WELL AS SALARY STUDIES IN SIMILAR ORGANIZATIONS TO DETERMINE A SALARY RANGE AND THEN ESTABLISHING OR ADJUSTING CURRENT SALARIES OF OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 686,775. MANAGEMENT AND GENERAL EXPENSES 42,783. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 729,558.