2013-08-20T12:45:17-05:00 2012-12-31 390758449 WIPFLI LLP 2901 WEST BELTLINE HWY MADISON WI 53713 990 2012-01-01 390806445 JOURNEY MENTAL HEALTH CENTER JOUR 6082802700 625 WEST WASHINGTON AVENUE MADISON WI 53703 GERRY BREW 6082802661 2013-08-14 1 DENES TOBIE P00200892 6082741980 2013-08-14 2012 2016-02-24 21:20:13Z WILLIAM GREER 625 WEST WASHINGTON AVE MADISON WI 53703 20394469 0 X WWW.JOURNEYMHC.ORG X 1948 WI IMPROVING THE LIVES OF PEOPLE BY PIONEERING AND SUSTAINING EFFECTIVE MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES. 15 15 416 32 0 0 15419335 15613480 4175027 4752685 4088 4174 34317 -3079 19632767 20367260 304517 439401 0 0 15924882 16061310 0 0 149258 3792885 4047770 20022284 20548481 -389517 -181221 5488102 5533261 3715249 3934356 1772853 1598905 X IMPROVING THE LIVES OF PEOPLE 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 11747860 379412 3639105 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 ILLNESSESADULT MENTAL HEALTH SERVICES PROVIDED SUPPORT FOR 9,114 INDIVIDUALS IN 2012. 2430473 13602 461021 ADULT DRUG AND ALCOHOL ARE 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.JOURNEY PROVIDED DRUG AND ALCOHOL SERVICES TO 1,510 INDIVIDUALS DURING 2012. 3130923 18123 646729 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.JOURNEY PROVIDED CHILDREN'S SERVICES TO 2,100 INDIVIDUALS DURING 2012. 396405 28264 0 OTHER SUPPORT SERVICES 396405 28264 17705661 1 1 0 0 0 0 0 0 1 1 1 1 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 70 0 1 416 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X GERRY BREW 6082802661 625 WEST WASHINGTON AVE MADISON WI 53703 CHERYL PORIOR-MAYHEW 1.00 X 0 0 0 CHONG VANG 1.00 X 0 0 0 JAMES CHRISTENSEN 1.00 X 0 0 0 JUDY WILCOX 1.00 X 0 0 0 KRISTI PAPCKE-BENSON 1.00 X 0 0 0 LOVETTE POWELL 1.00 X 0 0 0 MARTIN CROAK 1.00 X 0 0 0 PEG KOPPS 1.00 X 0 0 0 ROBIN GATES 1.00 X 0 0 0 SAM KELLER 1.00 X 0 0 0 SARAH SHIMKO 1.00 X 0 0 0 GREG BLUM 1.00 X 0 0 0 ELENA GOLDEN 1.00 X 0 0 0 PAIGE GOLDNER 1.00 X 0 0 0 LINDA BREI 1.00 X X 0 0 0 MARY WRIGHT 1.00 X X 0 0 0 CHRIS TARPEY 1.00 X X 0 0 0 GAYLE GALSTON 1.00 X X 0 0 0 GERALD BREW 36.00 X 102648 0 14877 WILLIAM GREER 40.00 X 127709 0 10534 KIMBERLY NESTLER 24.50 X 119386 0 10378 LAUREN GREENE 30.00 X 132689 0 9544 RONALD DIAMOND 20.00 X 104821 0 10895 SHEILA THAKOR 40.00 X 180706 0 17493 LYNN BRADY 40.00 X 102748 0 19154 870707 0 92875 7 0 1 0 0 187126 47073 15260246 119035 15613480 PATIENT FEES 623000 4221483 4221483 MISCELLANEOUS CONTRACTS 623000 279490 279490 TRANSPORTATION FEES 623000 201400 201400 RECORDING AND LATE FEES 900099 25185 25185 TRAINING FEES 623000 19486 19486 5641 5641 4752685 4174 4174 18882 5753 13129 13129 13129 5248 47073 21456 -16208 -16208 20367260 4752685 0 1095 439401 439401 255768 255768 12710271 11032332 1605343 72596 617966 538915 75505 3546 1487347 1289637 188938 8772 989958 843973 140431 5554 93984 93984 27500 27500 837060 789408 26875 20777 727187 666265 35223 25699 933502 826728 106774 325268 309810 13759 1699 74259 64518 9741 60564 47735 12829 387376 350399 36788 189 115772 72319 43453 COURT EVALUATIONS 426204 426204 ORGANIZATION DUES 34603 4650 29503 450 OTHER EXPENSES 4491 3367 889 235 20548481 17705661 2693562 149258 1248344 1517767 157980 163328 518954 459460 177297 138500 273300 251403 7815050 5367972 2595815 2447078 321831 325337 194581 230388 5488102 5533261 1465631 1937757 96645 87720 163446 166377 1989527 1742502 3715249 3934356 X 1658440 1491757 95653 87692 18760 19456 1772853 1598905 5488102 5533261 -181221 8341 -1068 0 X 0 1 X 1 1 1 X 14674392 14836152 14709018 15419335 15613480 75252377 14674392 14836152 14709018 15419335 15613480 75252377 75252377 29764 12778 21400 20575 23056 107573 3936721 4289459 3911267 4205976 16343423 91703373 21071356 0.82060 0.77520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2008 AMOUNT: $ 302,756. 2009 AMOUNT: $ 197,135. 2010 AMOUNT: $ 34,466. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. PROGRAM SERVICE REVENUE - 2008 AMOUNT: $ 3,633,965. 2009 AMOUNT: $ 4,092,324. 2010 AMOUNT: $ 3,876,801. 2011 AMOUNT: $ 4,175,027. 2012 AMOUNT: $ 0. GROSS INCOME FROM FUNDRAISING EVENTS - 2008 AMOUNT: $ 0. 2009 AMOUNT: $ 0. 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 30,949. 2012 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 91050 8298 5108 94240 102195 -5851 5294 91050 100413 7267 5485 102195 95863 15347 10797 100413 135498 50 -39685 95863 0.79000 0.21000 1 0 355000 355000 5791605 3974592 1817013 183756 57443 126313 1484689 1335937 148752 2447078 INVESTMENTS HELD BY MADISON COMMUNITY FOUNDATION 94240 F CERTIFICATES OF DEPOSIT 231097 C 325337 X 20401742 8341 27209 35550 20366192 1068 1068 20367260 20575690 27209 27209 20548481 0 20548481 PART IV, LINE 2B: CLIENT FUNDS ON DEPOSIT WHICH CONSISTS OF RESTRICTED CASH ACCOUNTS HELD FOR CLIENT PERSONAL ACCOUNTS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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. BOARD DESIGNATED ENDOWMENT - THE CENTER ALSO 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 MCF. THE WALTER BAUMAN FUND CAN BE WITHDRAWN BY THE CENTER FOR FUTURE SPECIFIC PROJECTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION'S 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 FINANCIAL STATEMENTS. THE ORGANIZATION'S HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S RETURNS FOR TAX YEARS 2009, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 5,753. FUNDRAISING EVENT EXPENSES 21,456. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 5,753. FUNDRAISING EVENT EXPENSES 21,456. A NIGHT IN CASABLANCA 52321 47073 5248 14251 5239 1966 52321 47073 5248 14251 5239 1966 21456 -16208 1 TRANSPORTATION, SIGN LANGUAGE INTERPRETATION, INTERPRETER SERVICES, EMERGENCY HOUSING, SPECIALIZED THERAPY SERVICES, RENT FOR ADULT FAMILY HOMES, AND CLINICAL SUPERVISION. 12724 439401 N/A N/A MANY OF OUR 12,724 CONSUMERS RECEIVE CLIENT SUPPORT, WHICH IS MADE UP OF EXPENSES RELATED TO ITEMS AND SERVICES THAT HELP CONSUMERS ACHIEVE THEIR RECOVERY GOALS. MAJOR ITEMS ARE TRANSPORTATION, SIGN LANGUAGE INTERPRETATION, INTERPRETER SERVICES, EMERGENCY HOUSING, SPECIALIZED THERAPY SERVICES, RENT FOR ADULT FAMILY HOMES, AND CLINICAL SUPERVISION OF ADULT FAMILY HOMES. X 1 1 X X 0 0 0 0 0 0 0 0 0 SHEILA THAKOR 180706 0 0 0 0 0 10941 0 6552 0 198199 0 0 0 SUPPLEMENTAL INFORMATION PART III LINE 1A - THE CEO IS A MEMBER OF THE ROTARY CLUB. IT HAS BEEN DEEMED TO BE VERY BENEFICIAL TO HAVE A PRESENCE IN THE COMMUNITY. IT ALLOWS THE CEO TO NETWORK WITH OTHER COMMUNITY LEADERS AND PROFESSIONALS WHICH BENEFITS JOURNEY MENTAL HEALTH CENTER. IT IS MONITORED BY THE DIRECTORS DURING BUDGET TIME IN WEIGHING WHETHER THE DUES AND TIME INVESTED IS WORTHWHILE. THIS IS THE ONLY MEMBERSHIP ORGANIZATION THAT IS PAID FOR BY JOURNEY FOR ITS CEO. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE OF THE THE GOVERNING BOARD REVIEWS A COPY OF FORM 990 WHEN THEY RECEIVE IT AND APPROVES IT. THE FINANCE COMMITTEE ALSO REVIEWS THE 990 DURING A MEETING AND THE SARBANES OXLEY CHECK LIST IS COMPLETED. 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. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'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 EXECUTIVE DIRECTOR SETS THE SALARY FOR DIRECTORS IN CONSULTATION WITH THE CFO/HR DIRECTOR 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 MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. BAY SIDE PLACE LLC 702 W MAIN ST MADISON WI 53715 272998909 RENTAL TO JOURNEY MENTAL HEALTH CENTER WI 155832 1200217 JOURNEY MENTAL HEALTH CENTER