2013-02-14T08:20:24-06:00 2012-06-30 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2011-07-01 860290033 SOUTHWEST BEHAVIORAL HEALTH SERVICES IN SOUT 6022854279 3450 N 3RD STREET PHOENIX AZ 85012 MICHAEL FETT 6022854279 2013-02-13 1 AMY A O'LOUGHLIN P00869687 6022646835 2011 2016-03-07 17:11:31Z JEFF JORDE 3450 N 3RD STREET PHOENIX AZ 85012 52637898 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 1032 17 0 0 46401896 51067693 913161 1406393 20927 4521 96959 159291 47432943 52637898 143624 152586 0 0 34745684 36876230 0 0 0 12216023 15081037 47105331 52109853 327612 528045 27080371 27870088 10410452 10672124 16669919 17197964 WE INSPIRE PEOPLE TO FEEL BETTER AND REACH THEIR POTENTIAL, THROUGH HELPING PEOPLE DISCOVER THEIR STRENGTHS, WE IMPROVE OUR COMMUNITIES. 0 0 46219193 152586 1406393 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. 46219193 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 1 109 0 1 1032 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 6022854285 3450 N 3RD STREET PHOENIX AZ 85012 MICHAEL HARRIS 0.30 X 0 0 0 RICHARD BEEMAN 0.30 X 0 0 0 SAUNDRA JOHNSON 0.30 X 0 0 0 DONALD LOGUE 0.30 X 0 0 0 ROGER MORRIS 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 STEPHEN MIHALIC 0.30 X 0 0 0 RICK O'NEAL 0.30 X 0 0 0 PATRICK WHITE 0.30 X 0 0 0 PRECIOUS SIMONS 0.30 X 0 0 0 LUCY TREIMAN 0.30 X X 0 0 0 TAMERA ZIVIC 0.30 X 0 0 0 MICHAEL CYLKOWSKI 0.30 X 0 0 0 MICHAEL FETT 40.00 X 159666 0 2929 JEFFREY JORDE 40.00 X 254847 0 11759 ROBIN REESAL 40.00 X 195106 0 3664 STEVEN FRIEDLAND 40.00 X 198135 0 9469 NAEEM PATHAN 40.00 X 187832 0 12178 SANGHAMITRA CHOWDHURY 30.00 X 171183 0 3254 HODA HANNALLAH 40.00 X 248845 0 6400 1415614 0 49653 32 0 1 0 PURNIMA MEHTA MD SCOTTSDALE AZ 85258 SCOTTSDALE AZ 85258 PSYCHIATRIST 244790 1 51015496 52197 25672 51067693 CLIENT FEES 900099 864978 864978 MANAGEMENT FEES 900099 203124 203124 RENTAL INCOME 531120 182654 182654 MEDICARE 900099 90696 90696 MISC PROGRAM REV 900099 48791 48791 16150 16150 1406393 4521 4521 INSURANCE REFUND 900099 143011 143011 SNACK BAR/VENDING 900099 15102 15102 MISCELLANEOUS 900099 1178 1178 159291 52637898 1406393 0 163812 152586 152586 499400 499400 30815829 27375268 3440561 116959 95906 21053 3231403 2958223 273180 2212639 1959149 253490 1679970 1492862 187108 109803 41485 68318 66910 66910 79617 75819 3798 109455 1906 107549 3991143 3742213 248930 1677070 1621778 55292 38330 24148 14182 7462 7462 1319134 1153101 166033 175738 121377 54361 SUPPLIES 3573278 3520685 52593 TELEPHONE 615748 538798 76950 EQUIPMENT RENTAL AND MA 476499 380192 96307 EQUIPMENT 384011 317335 66676 776869 638900 137969 52109853 46219193 5890660 0 779239 181214 2282975 2023244 3055052 3985239 16951 12515 287968 259449 28811281 11569017 16958995 17242264 3224821 3767458 474370 398705 27080371 27870088 5151318 6350359 4675000 3800000 527999 482472 56135 39293 10410452 10672124 X 14193150 14484356 2476769 2713608 16669919 17197964 27080371 27870088 528045 0 X 0 1 1 X 1 1 X 33572917 35187619 38110369 46401896 51067693 204340494 33572917 35187619 38110369 46401896 51067693 204340494 204340494 223095 77547 14755 12627 4521 332545 95888 33711 53073 105259 159291 447222 205120261 4969932 0.99620 0.99470 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART III - OTHER INCOME DESCRIPTION 2007 2008 2009 2010 2011 MISC. INCOME 29,693 14,167 35,403 12,935 1,178 INSURANCE REFUND 74,597 143,011 SNACK BAR/VENDING 19,059 19,544 17,670 17,727 15,102 LEGAL REIMBURSEMENT 47,136 ------- ------- ------- ------- ------- TOTALS 95,888 33,711 53,073 105,259 159,291 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3618504 3618504 18772646 6977199 11795447 870157 340338 529819 4968977 4251480 717497 580997 580997 17242264 CAPITAL LEASES 39293 39293 52637898 52109853 528045 -634645 -634645 -106600 53110652 30356 442398 472754 52637898 0 52637898 53217252 30356 1077043 1107399 52109853 0 52109853 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: NET INCOME (LOSS) FROM AFFILIATE -600,934. ELIMINATIONS -33,711. TOTAL TO SCHEDULE D, PART XI, LINE 8: -634,645. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM RELATED ENTITIES 851,017. ELIMINATING ENTRY -408,619. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM RELATED ENTITIES 1,451,951. ELIMINATING ENTRY -374,908. 1 FLEX FUNDS & HOPWA EMERGENCY ASSISTANCE 186 152586 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 148606 0 11000 0 60 0 2929 0 0 0 162595 0 0 0 JEFFREY JORDE 179489 0 50000 0 25358 0 4000 0 7759 0 266606 0 0 0 ROBIN REESAL 194848 0 0 0 258 0 0 0 3664 0 198770 0 0 0 STEVEN FRIEDLAND 198045 0 0 0 90 0 3220 0 6249 0 207604 0 0 0 NAEEM PATHAN 187574 0 0 0 258 0 3568 0 8610 0 200010 0 0 0 SANGHAMITRA CHOWDHURY 170989 0 0 0 194 0 3254 0 0 0 174437 0 0 0 HODA HANNALLAH 248449 0 0 0 396 0 0 0 6400 0 255245 0 0 0 PART I, LINE 7 PART I, LINE 7: ANNUALLY THE BOARD CREATES AN AD HOC COMMITTEE IN CHARGE OF REVIEWING JEFF JORDE'S PERFORMANCE AND MAKING A RECOMMENDATION TO THE FULL BOARD REGARDING BONUS AND ANY PAY INCREASE. JEFF JORDE RECEIVED A BOARD APPROVED BONUS OF $50,000 AND A CAR ALLOWANCE OF $25,100. ADDITIONALLY, MICHAEL FETT WAS GIVEN A $11,000 BONUS FOR A CLEAN AUDIT AND FINANCIAL PERFORMANCE AUTHORIZED AND APPROVED BY THE CEO. THE ARIZONA HEALTH FACILITIES AUTHORITY 860453292 040507EM3 2004-12-07 5530000 TO FINANCE & CONSTRUCT BUILDINGS 0 0 0 1730000 5530000 110600 99111 4722646 597643 2005 0 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 0 0 0 0 MICHAEL HARRIS DIRECTOR 97929 MARKETING AND LEADERSHIP SERVICE 0 ARVID JOHNSON DIRECTOR 9292 ARCHITECT SERVICES 0 X 25672 COMPARABLE SALES 0 1 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 2012. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S ARTICLES OF INCORPORTION, 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 7 N/A 0 TOBY HOUSE III 3450 NORTH THIRD STREET PHOENIX AZ 85012 860742062 HOUSING AZ 501(C)(3) LINE 7 N/A 0 TOBY HOUSE IV 3450 NORTH THIRD STREET PHOENIX AZ 85012 860897449 HOUSING AZ 501(C)(3) LINE 7 N/A 0 TOBY HOUSE V 3450 NORTH THIRD STREET PHOENIX AZ 85012 860950586 HOUSING AZ 501(C)(3) LINE 7 N/A 0 TOBY HOUSE VI 3450 NORTH THIRD STREET PHOENIX AZ 85012 860981650 HOUSING AZ 501(C)(3) LINE 7 N/A 0 TOBY HOUSE VII 3450 NORTH THIRD STREET PHOENIX AZ 85012 861025879 HOUSING AZ 501(C)(3) LINE 7 N/A 0 TOBY HOUSE VIII 3450 NORTH THIRD STREET PHOENIX AZ 85012 710931900 HOUSING AZ 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0