2014-05-22T10:06:28-05:00 2013-06-30 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2012-07-01 860290033 SOUTHWEST BEHAVIORAL HEALTH SERVICES INC SOUT 6022854279 3450 N 3RD STREET PHOENIX AZ 85012 MICHAEL FETT 6022854279 2014-05-22 1 AMY A O'LOUGHLIN P00869687 6022646835 2012 2016-03-07 17:11:31Z JEFF JORDE 3450 N 3RD STREET PHOENIX AZ 85012 51585944 0 X WWW.SBHSERVICES.ORG X 1970 AZ WE INSPIRE PEOPLE TO FEEL BETTER AND REACH THEIR POTENTIAL, THROUGH HELPING PEOPLE DISCOVER THEIR STRENGTHS, WE IMPROVE OUR COMMUNITIES. 15 14 1047 25 0 0 51067693 49491553 1406393 1832284 4521 3186 159291 258921 52637898 51585944 152586 201248 0 0 36876230 36828503 0 0 0 15081037 14250163 52109853 51279914 528045 306030 27870088 26480231 10672124 8976237 17197964 17503994 WE INSPIRE PEOPLE TO FEEL BETTER AND REACH THEIR POTENTIAL, THROUGH HELPING PEOPLE DISCOVER THEIR STRENGTHS, WE IMPROVE OUR COMMUNITIES. 0 0 45297753 201248 1832284 SBH PROVIDES SERVICES IN PREVENTION, OUTREACH SERVICES,COMMUNITY INTEGRATION, HOME-BASED COUNSELING, CASEMANAGEMENT, METHADONE MAINTENANCE, CRISIS RECOVERY,COMMUNITY HOUSING, RESIDENTIAL SERVICES AND OUTPATIENTCOUNSELING FOR CHILDREN AND ADULTS SUFFERING FROM VARIOUSBEHAVIORAL AND SUBSTANCE ABUSE PROBLEMS. 45297753 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 140 0 1 1047 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 AZ X MICHAEL FETT 6022854279 3450 N 3RD STREET PHOENIX AZ 85012 MICHAEL HARRIS 0.30 X 0 0 0 RICHARD BEEMAN 0.30 X 0 0 0 DONALD LOGUE 0.30 X 0 0 0 ROGER MORRIS 0.30 X 0 0 0 ADRIENNE SCHECK PHD 0.30 X 0 0 0 PATRICIA VALADEZ 0.30 X 0 0 0 TAHNJA WILSON 0.30 X 0 0 0 VIOLET LOPEZ 0.30 X 0 0 0 PATRICK WHITE 0.30 X 0 0 0 TAMERA ZIVIC 0.30 X X 0 0 0 PRECIOUS SIMONS 0.30 X 0 0 0 LUCY TREIMAN 0.30 X 0 0 0 KURT BRAATZ 0.30 X 0 0 0 MICHAEL CYLKOWSKI 0.30 X 0 0 0 SAUNDRA JOHNSON 0.30 X 0 0 0 MICHAEL FETT 40.00 X 163188 0 3809 JEFFREY JORDE 40.00 X 264561 0 12665 ROBIN REESAL 40.00 X 203102 0 4376 NANCY BUCKNER 36.00 X 193182 0 8080 JOHN GAROFALO 40.00 X 196170 0 6959 HODA HANNALLAH 40.00 X 213829 0 6512 RAQUEL BALDERAS 36.00 X 232454 0 11362 1466486 0 53763 32 0 1 0 PURNIMA MEHTA MD 7140 E 1ST AVE SCOTTSDALE AZ 85251 PSYCHIATRIST 240500 1 49427729 63824 17870 49491553 CLIENT FEES 900099 1022745 1022745 RENTAL INCOME 531120 238981 238981 AGAVE HEALTH REV 900099 172448 172448 MANAGEMENT FEES 900099 170046 170046 MEDICARE 900099 166401 166401 61663 61663 1832284 3186 3186 INSURANCE REFUND 900099 239421 239421 SNACK BAR/VENDING 900099 19013 19013 MISCELLANEOUS 900099 487 487 258921 51585944 1832284 0 262107 201248 201248 439765 439765 31115856 27593454 3522402 133388 97505 35883 2901966 2614174 287792 2237528 1963572 273956 88059 33339 54720 61200 61200 97693 5777 91916 3293212 3082763 210449 1242697 1189206 53491 50589 40693 9896 6159 6159 1144812 1010041 134771 210099 138114 71985 SUPPLIES 4329576 4269064 60512 NURSING & PHYSICIAN SVS 1838772 1619935 218837 TELEPHONE 645964 559799 86165 EQUIP RENT/MAINTENANCE 463281 349026 114255 778050 523884 254166 51279914 45297753 5982161 0 181214 1620610 2023244 2026348 3985239 2334764 12515 16367 259449 214140 29054918 12713829 17242264 16341089 3767458 3569410 0 15000 398705 342503 27870088 26480231 6350359 4736424 3800000 3800000 482472 420577 39293 19236 10672124 8976237 X 14484356 15103547 2713608 2400447 17197964 17503994 27870088 26480231 306030 0 X 0 0 0 X 35187619 38110369 46401896 51067693 49491553 220259130 35187619 38110369 46401896 51067693 49491553 220259130 220259130 77547 14755 12627 4521 3186 112636 33711 53073 105259 159291 258921 610255 220982021 5858257 0.99670 0.99620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2008 AMOUNT: $ 14,167. 2009 AMOUNT: $ 35,403. 2010 AMOUNT: $ 12,935. 2011 AMOUNT: $ 1,178. 2012 AMOUNT: $ 487. INSURANCE REFUND - 2010 AMOUNT: $ 74,597. 2011 AMOUNT: $ 143,011. 2012 AMOUNT: $ 239,421. SNACK BAR/VENDING - 2008 AMOUNT: $ 19,544. 2009 AMOUNT: $ 17,670. 2010 AMOUNT: $ 17,727. 2011 AMOUNT: $ 15,102. 2012 AMOUNT: $ 19,013. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3618504 3618504 19342013 7562732 11779281 912108 471716 440392 5077785 4679381 398404 104508 104508 16341089 CAPITAL LEASES 19236 19236 1 FLEX FUNDS & HOPWA EMERGENCY ASSISTANCE 237 201248 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MONITORING PART I LINE 2 THE ORGANIZATION CONFIRMS THAT RECIPIENTS ARE ELIGIBLE TO RECEIVE ASSISTANCE AND THAT THEY DO NOT EXCEED THE MAXIMUM BENEFITS ALLOWANCE. CHECKS ARE WRITTEN DIRECTLY TO SERVICE VENDORS TO PAY FOR RECIPIENTS' EXPENSES. X X X 0 0 0 0 0 0 0 1 0 MICHAEL FETT 147306 0 15792 0 90 0 2833 0 976 0 166997 0 0 0 JEFFREY JORDE 181136 0 55167 0 28258 0 4000 0 8665 0 277226 0 0 0 ROBIN REESAL 201536 0 1308 0 258 0 0 0 4376 0 207478 0 0 0 NANCY BUCKNER 191831 0 1261 0 90 0 1308 0 6772 0 201262 0 0 0 JOHN GAROFALO 194795 0 1146 0 229 0 0 0 6959 0 203129 0 0 0 HODA HANNALLAH 212465 0 1034 0 330 0 0 0 6512 0 220341 0 0 0 RAQUEL BALDERAS 231125 0 1239 0 90 0 2040 0 9322 0 243816 0 0 0 PART I, LINE 7 ANNUALLY THE BOARD CREATES AN AD HOC COMMITTEE IN CHARGE OF REVIEWING THE CEO'S AND CFO'S PERFORMANCE AND MAKING A RECOMMENDATION TO THE FULL BOARD REGARDING BONUS AND ANY PAY INCREASE. A THE ARIZONA HEALTH FACILITIES AUTHORITY 860453292 040507EM3 2004-12-07 5530000 TO FINANCE & CONSTRUCT BUILDINGS 0 0 0 A 1730000 5530000 110600 99111 4722646 597643 2005 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 0 MICHAEL HARRIS DIRECTOR 71294 MARKETING AND LEADERSHIP SERVICES PAID TO MICHAEL HARRIS GROUP, INC. 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED BY THE ACCOUNTING MANAGER, THE CONTROLLER AND CFO BEFORE BEING SIGNED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE SBH BOARD OF DIRECTORS AND SBH EXECUTIVE PERSONNEL ACKNOWLEDGE THE NEED FOR DISCLOSURE OF INTEREST(S), AND WILL COMPLETE A SBH DECLARATION OF INTEREST FORM ANNUALLY. ANY SITUATION IN WHICH A POSSIBLE CONFLICT OF INTEREST MIGHT ARISE WILL BE REPORTED PROMPTLY IN WRITING TO THE CORPORATION. ALL PERSONNEL ARE REQUIRED TO REPORT A REAL OR POTENTIAL CONFLICT OF INTEREST TO THEIR IMMEDIATE SUPERVISOR PRIOR TO ENGAGING IN ANY TRANSACTION THAT MAY BE PERCEIVED AS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY THE BOARD CREATES AN AD HOC COMMITTEE IN CHARGE OF REVIEWING THE CEO'S PERFORMANCE AND MAKING A RECOMMENDATION TO THE FULL BOARD REGARDING BONUS AND ANY PAY INCREASE. THE CEO'S EVALUATION IS BASED ON 20 MEASURABLE OBJECTIVES THAT ARE WEIGHTED AND TALLIED FOR A TOTAL SCORE. THE CEO'S SALARY IS COMPARED WITH SALARIES OF NOT-FOR-PROFIT COMPANIES NATIONWIDE - MEMBERS OF THE MENTAL HEALTH CORPORATION OF AMERICA. THE RECOMMENDATIONS OF THE AD HOC COMMITTEE ARE FORWARDED TO ALL BOARD MEMBERS FOR DISCUSSION AND FINAL RECOMMENDATION. REVIEWS WERE LAST PERFORMED DECEMBER 2013. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. VILLA AGAVE CORPORATION 7439 S 7TH ST PHOENIX AZ 85042 942902649 HOUSING AZ 501(C)(3) LINE 9 N/A 0 MIHALIC'S PROJECT 1408 E HIGHLAND AVE PHOENIX AZ 85014 860667653 HOUSING AZ 501(C)(3) LINE 9 N/A 0 VILLA DE CONFIANZA 2060 N 35TH AVE PHOENIX AZ 85009 742537585 HOUSING AZ 501(C)(3) LINE 9 N/A 0 TOBY HOUSE II 3450 NORTH THIRD STREET PHOENIX AZ 85012 742420528 HOUSING AZ 501(C)(3) LINE 9 N/A 0 TOBY HOUSE III 3450 NORTH THIRD STREET PHOENIX AZ 85012 860742062 HOUSING AZ 501(C)(3) LINE 9 N/A 0 TOBY HOUSE IV 3450 NORTH THIRD STREET PHOENIX AZ 85012 860897449 HOUSING AZ 501(C)(3) LINE 9 N/A 0 TOBY HOUSE V 3450 NORTH THIRD STREET PHOENIX AZ 85012 860950586 HOUSING AZ 501(C)(3) LINE 9 N/A 0 TOBY HOUSE VI 3450 NORTH THIRD STREET PHOENIX AZ 85012 860981650 HOUSING AZ 501(C)(3) LINE 9 N/A 0 TOBY HOUSE VII 3450 NORTH THIRD STREET PHOENIX AZ 85012 861025879 HOUSING AZ 501(C)(3) LINE 9 N/A 0 TOBY HOUSE VIII 3450 NORTH THIRD STREET PHOENIX AZ 85012 710931900 HOUSING AZ 501(C)(3) LINE 9 N/A 0 AGAVE HEALTH INC PO BOX 22489 SANTA FE NM 875022489 462971316 ADULT AND CHILDREN BEHAVIORAL HEALTH SERVICES NM 501(C)(3) LINE 9 SOUTHWEST BEHAVIORAL HEALTH SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0