2014-11-07T16:24:18-06:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 517 NORTH MISSION STREET SUITE B WENATCHEE WA 988016634 990 2013-07-01 412040765 OKANOGAN BEHAVIORAL HEALTHCARE OKAN 5098266191 1007 KOALA DRIVE OMAK WA 98841 CARI HALL CHIEF FINANCIAL OFFICER 5098266191 2014-11-05 1 JONATHAN BISHOP P00347794 5096635622 2014-11-03 2013 2015-11-30 17:44:51Z ELMER SKIP ROSENTHAL 1007 KOALA DRIVE OMAK WA 98841 5518869 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 78 2 0 0 4884261 5067371 365670 401550 3571 -20162 43934 46629 5297436 5495388 10825 22431 0 0 3240203 3595937 0 0 26661 2122432 2136037 5373460 5754405 -76024 -259017 10312396 10076344 3418262 3441227 6894134 6635117 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 3710552 17953 146258 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 1,458 CLIENTS (UNDUPLICATED) THIS YEAR. WE PROVIDED 14,405 HOURS IN OUTPATIENT SERVICES AND 2,809 HOURS IN CRISIS SERVICES. 284610 500 41 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 3,689 SERVICE HOURS PROVIDED THIS YEAR TO FAMILIES WITH INFANT OR TODDLERS WITH DEVELOPMENTAL DISABILITIES. THE COMMUNITY INFORMATION PROGRAM PROVIDED 3,968 SUBCONTRACTED HOURS TO ADULTS. THIS PROGRAM SUBCONTRACTS WITH CAREER PATH SERVICES TO PROVIDE INDIVIDUAL SUPPORTED EMPLOYMENT SERVICES AND COMMUNITY ACCESS SERVICES TO ADULTS. 425621 2778 9115 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 4,248 DORM BED NIGHTS AND PROVIDED 3,029 APARTMENT BED NIGHTS TO PEOPLE IN NEED. 287570 241370 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. 722 PATIENTS (UNDUPLICATED COUNT) WERE ADMITTED INTO OUR PROGRAM THIS YEAR AND WE PROVIDED 11,159 OUTPATIENT TREATMENT HOURS. 263139 1200 4766 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: 4,469 HOURS OF COMMUNITY ACTIVITIES AIMED TO REDUCE HIGH-RISK DRINKING, CLASSROOM EDUCATIONAL SERVICES AND HOURS OF PARENTING/FAMILY MANAGEMENT SERVICES. 133248 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: 23 REFERRALS TO DRUG COURT, 16 ENTERED DRUG COURT, 13 GRADUATED FROM DRUG COURT, 5 PARTICIPANTS WERE TERMINATED FOR VIOLATIONS, 33 PEOPLE PARTICIPATED IN DRUG COURT DURING THIS TIME PERIOD. THE DUI COURT PROGRAM BEGAN ON NOVEMBER 1, 2013. THIS PROGRAM PROVIDED: 13 REFERRALS TO DUI COURT, 8 ENTERED DUI COURT, 0 GRADUATED FROM DUI COURT, 2 PARTICIPANTS WERE TERMINATED FOR VIOLATIONS, 10 PEOPLE PARTICIPATED IN DUI COURT DURING THIS TIME PERIOD. 683957 1200 246136 5104740 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 35 0 1 78 1 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 SECRETARY / TREASURER 1.00 X X 0 0 0 ZACH MEYER BOARD MEMBER 1.00 X 0 0 0 NOAH STEWART PRESIDENT 1.00 X X 0 0 0 LAURA HERNANDEZ-BAIRD BOARD MEMBER 1.00 X 0 0 0 BEVERLY ZWAR BOARD MEMBER 1.00 X 0 0 0 JEFF BRENDER VICE PRESIDENT 1.00 X X 0 0 0 BJ BLEAKNEY BOARD MEMBER 1.00 X 0 0 0 ROGER BAUER FORMER CEO 40.00 X 119814 0 19456 CARI HALL CFO 40.00 X 70686 0 8698 ELMER SKIP ROSENTHAL CEO 40.00 X 0 0 1680 JANICE BAUER FORMER COO 40.00 X 75130 0 8159 LISA APPLE COO 40.00 X 59720 0 10223 325350 0 48216 1 0 0 0 CAREER PATH SERVICES 307 S MAIN 5 OMAK WA 98841 EMPLOYMENT SERVICES 223544 1 5061775 5596 4231 5067371 PATIENT SERVICE REVENU 621300 384521 384521 SHOVE HOUSE REVENUE 623990 8965 8965 OTHER CLINIC REVENUE 621300 8064 8064 401550 3094 3094 46629 0 46629 46629 46629 225 23481 -23256 -23256 -23256 5495388 401550 0 26467 22431 22431 476572 383701 68108 24763 2383164 2244819 138345 20688 17811 2877 439269 407223 32046 276244 254540 19806 1898 97090 89320 7770 28383 21143 7240 567928 481711 86217 65215 61017 4198 335739 252763 82976 91494 83863 7631 90243 86058 4185 88422 65533 22889 374671 305187 69484 69528 52816 16712 SUPPLIES 133967 124379 9588 MISCELLANEOUS 67903 63267 4636 REPAIRS AND MAINTENANCE 45168 40213 4955 LICENSES & TAXES 39433 8167 31266 40853 38778 2075 5754405 5104740 623004 26661 1021529 1005005 731174 731490 595436 300602 94040 92490 47196 82929 115780 10149204 2365423 7304334 7783781 25424 0 457530 0 10312396 10076344 497482 504059 80573 6675 2840207 2930493 3418262 3441227 X 6894134 6635117 6894134 6635117 10312396 10076344 -259017 0 X X 0 1 X 1 0 X 7283745 5109333 4995140 4884261 5067371 27339850 7283745 5109333 4995140 4884261 5067371 27339850 27339850 65439 57678 56237 47505 49723 276582 3413 3413 70757 70757 27690602 1694652 0.98730 0.97330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 700463 700463 7658020 1359737 6298283 1790721 1005686 785035 7783781 X 5552569 57181 57181 5495388 0 5495388 5811586 57181 57181 5754405 0 5754405 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, 2014 AND 2013, 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. OBHCS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES AND ARE OPEN TO EXAMINATION FOR THE YEARS 2011 AND LATER. 1 OKANOGAN COUNTY TRANSIT AUTHORITY PO BOX 1276 OKANOGAN WA 98840 371735896 LOCAL GOVERNMENT 6000 BOOK DONATION DONATION OKANOGAN KIWANIS PO BOX 1171 OKANOGAN WA 98840 916055686 501(C)(3) 6500 BOOK DONATION DONATION FOR HARLEM AMBASSADORS SPONSORSHIP 1 2 PART I, LINE 2: OBHC REQUESTS OUTCOME REPORTS THAT INDICATE THE WAY IN WHICH OUR DONATION WAS UTILIZED FOR ALL DONATIONS IN WHICH FUNDS ARE DESIGNATED FOR A SPECIFIC PURPOSE. OBHC DONATES TO LOCAL AND NATIONAL ORGANIZATIONS WITH ACTIVITIES CONSISTENT WITH OUR MISSION. JANICE BAUER SPOUSE OF ROGER BAUER, CEO 83174 EMPLOYED BY THE ORGANIZATION AS THE FORMER COO. 0 ROY HALL SPOUSE OF CARI HALL, CFO 62103 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. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT PROCESS AND SELECTION PROCESS DID NOT CHANGE DURING THE YEAR.