2014-09-15T11:51:56-05:00 2013-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2013-01-01 390806445 JOURNEY MENTAL HEALTH CENTER INC JOUR 6082802700 625 WEST WASHINGTON AVENUE MADISON WI 53703 GERALD BREW CHIEF FINANCIAL OFFICER 6082802661 2014-09-15 1 DENES TOBIE P00200892 6082741980 2014-09-15 2013 2015-11-30 17:44:51Z WILLIAM GREER 625 WEST WASHINGTON AVENUE MADISON WI 53703 20230933 0 X WWW.JOURNEYMHC.ORG X 1948 WI TO PROVIDE MENTAL HEALTH SERVICES. 16 16 404 33 0 0 15613480 15234729 4752685 4970113 4174 423 -3079 14540 20367260 20219805 439401 364328 0 0 16061310 16087543 0 0 215486 4047770 4113190 20548481 20565061 -181221 -345256 5533261 4809871 3934356 3543711 1598905 1266160 X THE MISSION OF JOURNEY MENTAL HEALTH CENTER, INC. (JMHC) IS IMPROVING PEOPLE'S LIVES BY PIONEERING AND SUSTAINING EFFECTIVE MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES. IN SUPPORT OF THIS MISSION, WE WILL PROVIDE SERVICES THAT ARE:ACCESSIBLE - SERVICES ARE AVAILABLE TO INDIVIDUALS WHO FACE FINANCIAL, GEOGRAPHICAL, PHYSICAL, SOCIAL OR PSYCHOLOGICAL BARRIERS.COMMUNITY FOCUSED - SERVICES ARE PROVIDED IN THE LEAST RESTRICTIVE SETTING.CULTURALLY COMPETENT - PROVIDERS ARE EFFECTIVE IN CROSS-CULTURAL SITUATIONS.PERSON CENTERED/RECOVERY FOCUSED - PROVIDERS SEEK TO DECREASE THE IMPACT OF THE ILLNESS ON THE CONSUMER'S LIFE IN PARTNERSHIP WITH HIM/HER AND SERVICES ARE CRAFTED TO MEET THE INDIVIDUAL NEEDS OF THE PERSON OR FAMILY.TRAUMA INFORMED - PROVIDERS RECOGNIZE AND ADDRESS THE IMPACT OF TRAUMA ON THE COURSE OF MENTAL ILLNESS AND SUBSTANCE ABUSE. 0 0 11494424 302623 1561911 ADULT MENTAL HEALTH - ADULT MENTAL HEALTH SERVICES ARE MADE UP OF OUTPATIENT SERVICES, ASSESSMENT SERVICES, EMERGENCY SERVICES AND COMMUNITY SUPPORT PROGRAMS. ADULT OUTPATIENT SERVICES PROVIDE SUPPORTIVE SERVICES TO HELP INDIVIDUALS WHO ARE EXPERIENCING MAJOR DIFFICULTIES AS A RESULT OF HAVING A MENTAL HEALTH PROBLEM TO ACHIEVE AND MAINTAIN SUFFICIENT STABILIZATION TO REMAIN FUNCTIONAL IN THE COMMUNITY. CORE SERVICES IS STAFFED BY NURSES, PSYCHIATRISTS, PHYSICIAN ASSISTANTS, COUNSELORS, AND SUPPORT STAFF, AND PROVIDES MEDICATION EVALUATIONS, ONGOING MEDICATIONS SERVICES, MEDICATION CONSULTATION, CASE MANAGEMENT, LIMITED SUPPORTIVE COUNSELING AND REFERRAL.ADULT OUTPATIENT SERVICES PROVIDE A WIDE RANGE OF CLINICALLY AND CULTURALLY COMPETENT ASSESSMENTS, INTERVENTION/TREATMENT, AND REFERRAL SERVICES FOR ADULTS WHO ARE EXPERIENCING MENTAL HEALTH CONCERNS, TRAUMA AND SERIOUS STRESS. TREATMENT SERVICES ARE INDIVIDUALIZED AND THE TREATMENT PLAN IS DESIGNED TO ENHANCE THE NATURAL STRENGTHS AND RESOURCES OF THE CLIENT IN SUPPORT OF SOLUTIONS TO PRESENTING PROBLEMS.ASSESSMENT SERVICES PROVIDE COMPREHENSIVE, OBJECTIVE AND COST-EFFECTIVE CLINICAL ASSESSMENTS AND EVALUATIONS FOR ADULT PROTECTIVE SERVICES, PROBATE COURT AND JAIL DIVERSION PROGRAMS.EMERGENCY SERVICES MINIMIZE THE NEED FOR UNNECESSARY HOSPITALIZATIONS, RESPONDS TO SUICIDE ATTEMPTS AND HIGH-RISK THREATS TO SELF AND OTHERS, AND CONSULTS WITH POLICE AND OTHER COMMUNITY AGENCIES.COMMUNITY SUPPORT PROGRAMS PROVIDE COMPREHENSIVE SUPPORT FOR ADULT RESIDENTS WHO HAVE SERIOUS AND PERSISTENT MENTAL ILLNESSES.ADULT MENTAL HEALTH SERVICES PROVIDED SUPPORT FOR 9,581 INDIVIDUALS IN 2013. 2771240 14707 2007067 CHILDREN'S SERVICES -FAMILY/YOUTH SERVICES FOR BEHAVIORAL, MENTAL HEALTH AND SUBSTANCE USE PROBLEMS ARE PROVIDED BY LICENSED MASTER AND PSYCHOLOGIST LEVEL THERAPISTS. SERVICE MODALITIES INCLUDE FAMILY THERAPY, INDIVIDUAL, AND GROUP WORK. PSYCHIATRY SERVICES ARE INTEGRATED INTO TREATMENT INTERVENTIONS. SUPPORTIVE COUNSELING AND PSYCHIATRY SERVICES MAY BE OFFERED FOR CHILDREN/YOUTH WHO STRUGGLE TO MAINTAIN PSYCHIATRIC STABILITY IN THE COMMUNITY. EVIDENCE-BASED PRACTICES INCLUDE COGNITIVE BEHAVIORAL THERAPY, MOTIVATIONAL INTERVIEWING, TRAUMA FOCUSED COGNITIVE BEHAVIORAL THERAPY(TF-CBT), EMDR, AND CULTURALLY SPECIFIC SERVICES. SERVICES ARE PROVIDED IN ENGLISH AND SPANISH.ASSESSMENT SERVICES PROVIDE COMPREHENSIVE, OBJECTIVE AND COST-EFFECTIVE CLINICAL ASSESSMENTS AND EVALUATIONS FOR JUVENILE COURTS.CHILDREN'S SERVICES PROVIDED SUPPORT FOR 2,083 INDIVIDUALS IN 2013. 2453594 10477 716056 ADULT DRUG AND ALCOHOL - THE ADULT DRUG AND ALCOHOL PROGRAM IS MADE UP OF OUTPATIENT SERVICES AND ASSESSMENT SERVICES.OUTPATIENT MENTAL HEALTH AND SUBSTANCE USE DISORDER TREATMENT PROVIDES INDIVIDUAL, FAMILY, AND GROUP SERVICES. PSYCHIATRY SERVICES ARE INTEGRATED INTO TREATMENT SERVICES. COUNSELING IS PROVIDED TO INDIVIDUALS WHO ARE STABILIZED ON PSYCHIATRIC MEDICATIONS AND NEED ONGOING SUPPORT TO MAINTAIN STABILITY IN THE COMMUNITY.OUTPATIENT SERVICES PROVIDE SUPPORTIVE SERVICES TO HELP INDIVIDUALS WHO ARE EXPERIENCING MAJOR DIFFICULTIES AS A RESULT OF HAVING A SUBSTANCE ABUSE PROBLEM TO ACHIEVE AND MAINTAIN SUFFICIENT STABILIZATION TO REMAIN FUNCTIONAL IN THE COMMUNITY. OUTPATIENT SERVICES IS STAFFED BY NURSES, PSYCHIATRISTS, PHYSICIAN ASSISTANTS, COUNSELORS, AND SUPPORT STAFF, AND PROVIDES MEDICATION EVALUATIONS, ONGOING MEDICATIONS SERVICES, MEDICATION CONSULTATION, CASE MANAGEMENT, LIMITED SUPPORTIVE COUNSELING AND REFERRAL.OUTPATIENT SERVICES PROVIDE A WIDE RANGE OF CLINICALLY AND CULTURALLY COMPETENT ASSESSMENTS, INTERVENTION/TREATMENT, AND REFERRAL SERVICES FOR ADULTS WHO ARE EXPERIENCING ALCOHOL AND OTHER DRUG ISSUES. TREATMENT SERVICES ARE INDIVIDUALIZED AND THE TREATMENT PLAN IS DESIGNED TO ENHANCE THE NATURAL STRENGTHS AND RESOURCES OF THE CLIENT IN SUPPORT OF SOLUTIONS TO PRESENTING PROBLEMS.ASSESSMENT SERVICES PROVIDE COMPREHENSIVE, OBJECTIVE AND COST-EFFECTIVE CLINICAL ASSESSMENTS AND EVALUATIONS FOR INTOXICATED DRIVERS. ALCOHOL AND DRUG ASSESSMENTS ARE AVAILABLE TO SOCIAL SERVICE AGENCIES AND PRIVATE INDIVIDUALS.ADULT DRUG AND ALCOHOL PROGRAM PROVIDED SUPPORT FOR 1,866 INDIVIDUALS IN 2013. 443097 36521 685079 OTHER SUPPORT SERVICES 443097 36521 685079 17162355 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 66 0 1 404 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X GERALD BREW 6082802700 625 WEST WASHINGTON AVENUE MADISON WI 53703 PAMELA BEAN DIRECTOR 1.00 X 0 0 0 LINDA BREI DIRECTOR 1.00 X 0 0 0 JEFF CHARLSON DIRECTOR 1.00 X 0 0 0 MARTIN CROAK DIRECTOR 1.00 X 0 0 0 SAM KELLER DIRECTOR 1.00 X 0 0 0 MARGARET KOPPS DIRECTOR 1.00 X 0 0 0 KRISTI PAPCKE-BENSON DIRECTOR 1.00 X 0 0 0 CHERYL PORIOR-MAYHEW DIRECTOR 1.00 X 0 0 0 LOVETTE POWELL DIRECTOR 1.00 X 0 0 0 PETER ROSSMEISSL DIRECTOR 1.00 X 0 0 0 SARAH SHIMKO DIRECTOR 1.00 X 0 0 0 CHRIS TARPEY DIRECTOR (THRU MID DEC) 1.00 X 0 0 0 CHONG VANG DIRECTOR 1.00 X 0 0 0 JAMES CHRISTENSEN CHAIR 1.00 X X 0 0 0 ROBIN GATES VICE CHAIR 1.00 X X 0 0 0 JUDY WILCOX SECRETARY 1.00 X X 0 0 0 MARY WRIGHT TREASURER 1.00 X X 0 0 0 WILLIAM GREER PRESIDENT AND CEO 40.00 X 128558 0 11115 GERALD BREW CHIEF FINANCIAL OFFICER 36.00 X 107372 0 14996 LYNN BRADY CHIEF OPERATING OFFICER 40.00 X 102777 0 22644 LAUREN GREENE PHYSICIAN 34.50 X 152299 0 13373 KAREN MILNER MEDICAL DIRECTOR 40.00 X 200266 0 12698 SHEILA THAKOR PHYSICIAN 40.00 X 180178 0 20192 KIMBERLY NESTLER PHYSICIAN 24.50 X 119386 0 10377 JANTINA VONK PHYSICIAN 27.00 X 113907 0 34080 1104743 0 139475 8 0 1 0 0 178218 35263 14881154 140094 15234729 CHILDREN'S SERVICES REVENUE 623000 2007067 2007067 ADULT MENTAL HEALTH REVENUE 623000 1561911 1561911 ADULT DRUG & ALCOHOL REVENUE 623000 716056 716056 685079 685079 4970113 423 423 9126 35263 11128 -2002 -2002 TRAINING INCOME 611430 16542 16542 16542 20219805 4970113 0 14963 364328 364328 966468 966468 12086908 10790133 1185833 110942 572495 534521 33286 4688 1449553 1260617 177065 11871 1012119 850980 152850 8289 180213 180213 27900 23605 4295 997188 838819 137463 20906 910401 868425 17640 24336 44216 44216 862036 850690 11346 347904 327067 19028 1809 99028 72837 10120 16071 63815 48489 15326 418894 221501 197027 366 129515 79350 50165 ORGANIZATION DUES 29116 8196 20413 507 2964 2186 718 60 20565061 17162355 3187220 215486 1517767 1320908 163328 308394 459460 327614 138500 168114 251403 132145 8131942 5786866 2447078 2345076 325337 101822 230388 105798 5533261 4809871 1937757 1685001 87720 92600 166377 148829 1742502 1617281 3934356 3543711 X 1491757 1161128 87692 83970 19456 21062 1598905 1266160 5533261 4809871 -345256 12511 0 X 0 1 X 1 1 1 X 14836152 14709018 15419335 15613480 15234729 75812714 14836152 14709018 15419335 15613480 15234729 75812714 75812714 12778 21400 20575 23056 423 78232 75890946 22151290 0.99900 0.82060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 94240 13614 4929 1103 101822 91050 8298 5108 94240 102195 -5851 5294 91050 100413 7267 5485 102195 95863 15347 10797 100413 0.79310 0.20690 0.00000 1 0 355000 355000 5836294 4309947 1526347 390286 91159 299127 1550362 1385760 164602 2345076 X 20243444 12511 12511 20230933 -11128 -11128 20219805 20576189 11128 11128 20565061 0 20565061 PART IV, LINE 2B: JOURNEY MENTAL HEALTH CENTER, INC. MAINTAINS FUNDS HELD FOR CLIENT PERSONAL ACCOUNTS. THE CLIENT FUNDS LIABILITY OF $148,829 AS OF DECEMBER 31, 2013, REPRESENTS ACTUAL AMOUNTS HELD FOR CLIENTS. PART V, LINE 4: JOURNEY MENTAL HEALTH CENTER, INC.'S (THE "CENTER") ENDOWMENTS CONSIST OF TWO FUNDS. NET ASSETS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OF DONOR-IMPOSED RESTRICTIONS. DONOR DESIGNATED ENDOWMENT - THE CENTER HAS RECEIVED GIFTS FOR THE FRIENDS OF YAHARA HOUSE ENDOWMENT FUND IN WHICH THE DONORS HAVE STIPULATED THAT THE GIFT AMOUNT BE INVESTED AND MAINTAINED PERMANENTLY TO GENERATE ANNUAL INCOME FOR THE PURPOSE OF MEETING OPERATIONAL NEEDS OF THE ORGANIZATION WITH THE INVESTMENT VALUE FLUCTUATING BASED ON MARKET PERFORMANCE. BOARD DESIGNATED ENDOWMENT - THE CENTER DEPOSITED UNRESTRICTED FUNDS IN THE FRIENDS OF YAHARA HOUSE ENDOWMENT FUND AND THE WALTER BAUMAN MENTAL HEALTH FUND. AMOUNTS INVESTED FOR THE FRIENDS OF YAHARA HOUSE ENDOWMENT FUND ARE MAINTAINED PERMANENTLY BY THE MADISON COMMUNITY FOUNDATION. THE WALTER BAUMAN FUND CAN BE WITHDRAWN BY THE CENTER FOR FUTURE SPECIFIC PROJECTS. PART X, LINE 2: THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S RETURNS FOR TAX YEARS 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -11,128. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 11,128. OLD WORLD MILWAUKEE 44389 35263 9126 11128 44389 35263 9126 11128 11128 -2002 1 TRANSPORTATION, SIGN LANGUAGE INTERPRETATION, INTERPRETER SERVICES, EMERGENCY HOUSING, SPECIALIZED THERAPY SERVICES, RENT FOR ADULT FAMILY HOMES, AND CLINICAL SUPERVISION. 13530 364328 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE OF PROGRAM FUNDING SOURCE REQUIREMENTS. X 1 1 X X 0 0 0 0 0 0 0 0 0 LAUREN GREENE PHYSICIAN 151675 0 0 0 624 0 9337 0 4036 0 165672 0 0 0 KAREN MILNER MEDICAL DIRECTOR 199820 0 0 0 446 0 12024 0 674 0 212964 0 0 0 SHEILA THAKOR PHYSICIAN 179321 0 0 0 857 0 10941 0 9251 0 200370 0 0 0 PART I, LINE 1A WILLIAM GREER, PRESIDENT AND CEO, IS A MEMBER OF THE ROTARY CLUB. IN 2013 THE ORGANIZATION PAID $300 OF DUES WHICH WAS NOT INCLUDED IN TAXABLE COMPENSATION OF THE PRESIDENT AND CEO. MEMBERSHIP IN THE ROTARY HAS BEEN DEEMED TO BE VERY BENEFICIAL IN ORDER TO HAVE A PRESENCE IN THE COMMUNITY. IT ALLOWS THE PRESIDENT AND CEO TO NETWORK WITH OTHER COMMUNITY LEADERS AND PROFESSIONALS WHICH BENEFITS JOURNEY MENTAL HEALTH CENTER, INC. MEMBERSHIP IS MONITORED BY THE DIRECTORS DURING BUDGET TIME IN WEIGHING WHETHER THE DUES AND TIME INVESTED IS WORTHWHILE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE COMMITEE AND MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ONCE A YEAR BY THE BOARD OF DIRECTORS AS PART OF SARBANES OXLEY CHECKLIST. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF A DIRECTOR SHALL BE DISCLOSED TO THE BOARD. WHEN ANY SUCH INTEREST BECOMES A MATTER OF BOARD ACTION, SUCH DIRECTOR SHALL NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER, AND SHALL NOT BE COUNTED IN THE QUORUM FOR A MEETING AT WHICH BOARD ACTION IS TO BE TAKEN ON THE INTEREST. THE DIRECTOR MAY, HOWEVER, BRIEFLY STATE A POSITION ON THE MATTER, AND ANSWER PERTINENT QUESTIONS OF BOARD MEMBERS. THE MINUTES OF ALL ACTIONS TAKEN ON SUCH MATTERS SHALL CLEARLY REFLECT THAT THESE REQUIREMENTS HAVE BEEN MET. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND CEO'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS ANNUALLY AND TAKES INTO ACCOUNT FACTORS SUCH AS 1) MARKET PAY, 2) TIME IN POSITION, 3) PERFORMANCE AGAINST OBJECTIVES, 4) THE AGENCY'S ABILITY TO PAY, AND 5) SPAN OF CONTROL. THE PRESIDENT AND CEO SETS THE SALARY FOR DIRECTORS IN CONSULTATION WITH THE CFO AND DIRECTOR OF HUMAN RESOURCES USING CRITERIA INCLUDING 1) EQUITY AS COMPARED TO OTHER STAFF POSITIONS, 2) TIME IN POSITION, 3) THE AGENCY'S ABILITY TO PAY, 4) SPAN OF CONTROL, AND 5) MARKET RATE OF PAY FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. BAY SIDE PLACE LLC 702 WEST MAIN STREET MADISON WI 53715 272998909 BUILDING RENTAL WI 162052 1140782 JOURNEY MENTAL HEALTH CENTER INC JOURNEY CARE MANAGEMENT LLC 625 WEST WASHINGTON AVENUE MADISON WI 53703 462104467 TO SERVE CUSTOMERS NOT SUBSIDIZED BY GOVERNMENT FUNDS. WI 0 0 JOURNEY MENTAL HEALTH CENTER INC