THE NARBHA INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE NARBHA INSTITUTE (EIN 86-6037149)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201331359349305293
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T17:40:23-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866037149 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN ARIZONA REGIONAL BEHAVIORAL HEALTH AUTHORITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 9287747128 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 S Yale St | AddressLine1 |
| City | Flagstaff | City |
| State | AZ | State |
| ZIP Code | 86001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Pattinson | Name |
| Title | Chief Executive Officer | Title |
| Phone | 9287747128 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Douglas Zimmerman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 S Yale St | AddressLine1 |
| City | Flagstaff | City |
| State | AZ | State |
| ZIP Code | 86001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 148499986 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.narbha.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | NARBHA is a community-based, non-profit organization managing behavioral health services to meet the needs of eligible individuals and support their recovery and resilience. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 123 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 148614025 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 147895251 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 61668 | InvestmentIncomePriorYear |
| Investment Income Current Year | 83455 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 525274 | OtherRevenuePriorYear |
| Other Revenue Current Year | 521280 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 149200967 | TotalRevenuePriorYear |
| Total Revenue Current Year | 148499986 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 775772 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8651495 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7696960 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 138705027 | OtherExpensePriorYear |
| Other Expenses Current Year | 135078439 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 148132294 | TotalExpensesPriorYear |
| Total Expenses Current Year | 142775399 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1068673 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5724587 | RevenuesLessExpensesCY |
| Total Assets BOY | 36881378 | TotalAssetsBOY |
| Total Assets EOY | 44538309 | TotalAssetsEOY |
| Total Liabilities BOY | 9568753 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11501096 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27312625 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33037213 | NetAssetsOrFundBalancesEOY |
| Mission Description | Provide, develop, and manage the best system of behavioral health care for multicultural consumers in a rural environment. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 132859429 | Expense |
| Grants | 0 | Grants |
| Revenue | 505333 | Revenue |
| Description | NARBHA is a community-based, non-profit organization managing behavioral health services to meet the needs of eligible individuals and families and support their recovery and resilience. Through a contract with the state of Arizona, NARBHA provides a comprehensive behavioral health care delivery system for members within its geographic service area, with direct services provided by a network of contracted service providers. NARBHA funds a multitude of projects involving consumers, families, and providers through community reinvestment initiatives. NARBHA is operated for charitable and educational purposes in all areas and locations of its operation. NARBHA's services in this fiscal year encompassed 18,459 persons enrolled as behavioral health recipients as of June 30, 2012. Approximately 4.9 million units of behavioral health service encounters were provided to eligible persons through NARBHA's network, in addition to funding and programs for supportive housing and behavioral health crisis services. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 132859429 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 164 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 123 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Doug Zimmerman | NamePerson |
| Telephone Number | 9287747128 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 S Yale St | AddressLine1 |
| City | Flagstaff | City |
| State | AZ | State |
| ZIP Code | 86001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Barbara Bartell | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Dennis Bigelow | ||||||||
| Board Member-Vice-Chair | 2 | X | 0 | 0 | 0 | X | ||
| Marriner Cardon | ||||||||
| Board Member | 4.3 | X | 0 | 0 | 0 | |||
| Thomas Chacon | ||||||||
| Board Member | 2.5 | X | 0 | 0 | 0 | |||
| Harvey Grady | ||||||||
| Board Member-2nd Vice Chair | 3.5 | X | 0 | 0 | 0 | X | ||
| Karen Kuebler | ||||||||
| Board Member | 6 | X | 0 | 0 | 0 | |||
| Clay Overson | ||||||||
| Board Member-Secretary | 4.25 | X | 0 | 0 | 0 | X | ||
| Susan Ramsey | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Lupe Rocha | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Mark Sippel | ||||||||
| Board Member | 3.5 | X | 0 | 0 | 0 | |||
| Lina Wallen | ||||||||
| Board Member-Treasurer | 3.8 | X | 0 | 0 | 0 | X | ||
| James Wurgler | ||||||||
| Board Member-Board Chair | 5 | X | 0 | 0 | 0 | X | ||
| Michael Pattinson | ||||||||
| CEO | 49 | 253197 | 0 | 38851 | X | |||
| Douglas Zimmerman | ||||||||
| CFO | 48 | 153617 | 0 | 56169 | X | |||
| Teresa Bertsch | ||||||||
| Medical Director/Chief Clinical Officer | 44 | 251636 | 0 | 60726 | X | |||
| Susan Morley | ||||||||
| Director of Administrative Services | 42 | 192647 | 0 | 34333 | X | |||
| Amy Jelliffe | ||||||||
| Childrens Medical Director | 30 | 132944 | 0 | 35224 | X | |||
| Susan Rathjen | ||||||||
| Director of Quality Management | 47 | 131971 | 0 | 29672 | X | |||
| Lindsay Miller | ||||||||
| CIO | 51 | 120234 | 0 | 16226 | X | |||
| Jill Kennedy | ||||||||
| Contract Compliance Administrator/Legal Counsel | 54 | 110458 | 0 | 25986 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1346704 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 297187 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Mohave Mental Health Clinic | |||||
| 1743 Sycamore Ave | Kingman | AZ | 86409 | Mental Health Services | 21462900 |
| Community Partnership of Southern Arizona | |||||
| 535 N Wilmot Ste 201 | Tucson | AZ | 85711 | Pharmacy Benefits Manager | 19329986 |
| West Yavapai Guidance Clinic | |||||
| 1055 Ruth St Ste 6 | Prescott | AZ | 86301 | Mental Health Services | 15696222 |
| The Guidance Center | |||||
| 2187 N Vickey St | Flagstaff | AZ | 86004 | Mental Health Services | 12615885 |
| Community Counseling Centers Inc | |||||
| 105 N 5th Ave | Holbrook | AZ | 86025 | Mental Health Services | 11019918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 44 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 147895251 | GovernmentGrants |
| All Other Contributions | 0 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 147895251 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70405 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $70,405 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 13050 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 13050 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13050 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $13,050 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Provider Service Fees | 900099 | 448160 | 448160 | 0 | $0 |
| Other Services | 900099 | 57173 | 57173 | 0 | $0 |
| Miscellaneous | 900099 | 15947 | 0 | 0 | $15,947 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 521280 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 148499986 | TotalRevenueColumn |
| Related Or Exempt Function Income | 505333 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $99,402 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 894380 | Total |
| Program Services | 10210 | ProgramServices |
| Management And General | 884170 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5213441 | Total |
| Program Services | 210403 | ProgramServices |
| Management And General | 5003038 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358323 | Total |
| Program Services | 9716 | ProgramServices |
| Management And General | 348607 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 807469 | Total |
| Program Services | 21895 | ProgramServices |
| Management And General | 785574 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423347 | Total |
| Program Services | 11479 | ProgramServices |
| Management And General | 411868 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46362 | Total |
| Program Services | 3765 | ProgramServices |
| Management And General | 42597 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206500 | Total |
| Program Services | 16768 | ProgramServices |
| Management And General | 189732 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132596518 | Total |
| Program Services | 132442378 | ProgramServices |
| Management And General | 154140 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38632 | Total |
| Program Services | 3165 | ProgramServices |
| Management And General | 35467 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301107 | Total |
| Program Services | 24671 | ProgramServices |
| Management And General | 276436 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405170 | Total |
| Program Services | 8360 | ProgramServices |
| Management And General | 396810 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219909 | Total |
| Program Services | 4537 | ProgramServices |
| Management And General | 215372 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166418 | Total |
| Program Services | 27170 | ProgramServices |
| Management And General | 139248 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48970 | Total |
| Program Services | 4012 | ProgramServices |
| Management And General | 44958 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349 | Total |
| Program Services | 7 | ProgramServices |
| Management And General | 342 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 652987 | Total |
| Program Services | 28485 | ProgramServices |
| Management And General | 624502 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197422 | Total |
| Program Services | 16176 | ProgramServices |
| Management And General | 181246 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Recruiting Expenses | 41507 | 3401 | 38106 | 0 |
| Training | 77299 | 6334 | 70965 | 0 |
| Other Operating Expenses | 79289 | 6497 | 72792 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142775399 | Total |
| Program Services | 132859429 | ProgramServices |
| Management And General | 9915970 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3900000 | BOY |
| EOY | 3900000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15672392 | BOY |
| EOY | 32272857 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11327447 | BOY |
| EOY | 534966 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10450 | BOY |
| EOY | 9508 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 342707 | BOY |
| EOY | 517538 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11376895 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4093455 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5628382 | BOY |
| EOY | 7283440 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 20000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36881378 | BOY |
| EOY | 44538309 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1104672 | BOY |
| EOY | 1260818 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8226575 | BOY |
| EOY | 10199493 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226753 | BOY |
| EOY | 36076 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10753 | BOY |
| EOY | 4709 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9568753 | BOY |
| EOY | 11501096 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27312625 | BOY |
| EOY | 33037213 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27312625 | BOY |
| EOY | 33037213 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36881378 | BOY |
| EOY | 44538309 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5724587 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 121623660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 140775619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 146238220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148614025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147895251 | CurrentTaxYear |
| Total | 705146775 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 121623660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 140775619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 146238220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148614025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147895251 | CurrentTaxYear |
| Total | 705146775 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 705146775 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 638104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 288221 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 130391 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85516 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70405 | CurrentTaxYear |
| Total | 1212637 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 539905 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 515198 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 485670 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 525274 | CurrentTaxYearMinus1Year |
| Current Tax Year | 521280 | CurrentTaxYear |
| Total | 2587327 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 708946739 | TotalSupport |
| Public Support Pertcentage170 | 0.99464 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99302 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Other income includes income from provider service fees, use of telemed equipment, credit card rebates, and other miscellaneous income. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $0 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | NARBHA's CEO engages in activities involving state agency and legislative communications which entail: 1) communications which provide nonpartisan analysis, study or research to governmental bodies and members of the public; 2) appearances and communications in response to a governmental body or committee's written request for technical advice and information; 3) communications and appearances before legislative bodies concerning actions by that body that might affect NARBHA's existence, powers and duties. These activities fall within exceptions to the IRS definition of 'direct lobbying' and therefore the expenditure reported is zero. Arizona law also excludes from the definition of 'lobbying expense' those expenditures made by NARBHA for its CEO's compensation, travel, filing fees, and office expenses, in carrying out the above activities. (ARS 41-1232.02) | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1245492 | OtherCostOrOtherBasis |
| Book Value | 1245492 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4521660 | OtherCostOrOtherBasis |
| Depreciation | 1272824 | Depreciation |
| Book Value | 3248836 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5464526 | OtherCostOrOtherBasis |
| Depreciation | 2743659 | Depreciation |
| Book Value | 2720867 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 145217 | OtherCostOrOtherBasis |
| Depreciation | 76972 | Depreciation |
| Book Value | 68245 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7283440 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital Lease Obligations | Description |
| Amount | $4,709 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4709 | TotalOfAmounts |
| Total Revenue | 148499986 | TotalRevenue |
| Total Expenses | 142775399 | TotalExpenses |
| Excess Or Deficit For Year | 5724587 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 0 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 5724587 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 148499986 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 148499986 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 148499986 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 142775399 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 142775399 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 142775399 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchD_P10_S00_L02 | Identifier |
| Return Reference | Schedule D, Part X, Line 2 | ReturnReference |
| Explanation | NARBHA qualifies as a tax exempt organization under Section 501(c)(3) of the Internal Revenue Code (the Code) and, therefore, there is no provision for income taxes in the accompanying financial statements. In addition, NARBHA qualifies for the charitable contribution deduction under Section 170 of the Code and has been classified as an organization that is not a private foundation. Income determined to be unrelated business taxable income (UBTI) would be taxable. Management does not believe NARHBA has any UBTI for the years ended June 30, 2012 and 2011. NARBHA evaluates its uncertain tax positions, if any, on a continual basis through review of its policies and procedures, review of its regular tax filings, and discussions with outside experts. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Pattinson | |||||||||||||
| 220906 | 0 | 0 | 0 | 32291 | 0 | 14700 | 0 | 24151 | 0 | 292048 | 0 | 0 | 0 |
| Douglas Zimmerman | |||||||||||||
| 146455 | 0 | 0 | 0 | 7162 | 0 | 33296 | 0 | 22873 | 0 | 209786 | 0 | 0 | 0 |
| Teresa Bertsch | |||||||||||||
| 240504 | 0 | 0 | 0 | 11132 | 0 | 36750 | 0 | 23976 | 0 | 312362 | 0 | 0 | 0 |
| Susan Morley | |||||||||||||
| 105648 | 0 | 0 | 0 | 86999 | 0 | 23998 | 0 | 10335 | 0 | 226980 | 0 | 0 | 0 |
| Susan Rathjen | |||||||||||||
| 127050 | 0 | 0 | 0 | 4921 | 0 | 19796 | 0 | 9877 | 0 | 161644 | 0 | 0 | 0 |
| Amy Jelliffe | |||||||||||||
| 132629 | 0 | 0 | 0 | 315 | 0 | 14183 | 0 | 21041 | 0 | 168168 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L04 | Identifier |
| Return Reference | Schedule J, Part I, Line 4 | ReturnReference |
| Explanation | Susan Morley received $70,000 in severance. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Corporate policies require review of the Form 990 by the finance committee of the board of directors and distribution to the members of the board of directors prior to filing the organization's 990 return. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | NARBHA's Corporate Bylaws set out a comprehensive conflict of interest policy applicable to all members of the Board of Directors that requires that each director to promptly and fully disclose and declare all material facts of every actual or perceived conflict of interest, duality of interest and financial interest. Disclosure and declaration are monitored and reviewed by the Board's Conflicts Advisor, appointed by the Board Chair, and the Board Chair. A board member who has a conflict of interest shall play no part, directly or indirectly, in the deliberations or vote, shall leave the meeting during the discussion of, and the vote on, the matter, contract or transaction and may not participate in the discussion nor vote on any decision in which the member has a conflict of interest or has declared a conflict of interest. Review and determination of conflicts and compliance with the policy is monitored by the Conflicts Advisor and the Board Chair. The Conflicts Advisor and the Governance Committee of the Board may investigate violations. Violations of the requirements set forth in the policy result in sanctions imposed by majority vote of the entire Board, up to and including removal from the Board. In addition, NARBHA has a comprehensive conflicts of interest policy applicable to all employees and volunteers working for NARBHA which requires annual disclosures and prohibits employees/volunteers from participating in any decision to purchase or lease services, goods or property, or in any decision or action to correct, discipline or improve the performance of or terminate the contract of any NARBHA vendor, contractor or service provider in which the employee or volunteer or a relative or close social contract has a conflict of interest. The internal policy is monitoried by the Human Resources and Corporate Compliance offices and enforced through the Chief Executive Officer. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Based on comparability data for similarly qualified persons in functionally comparable positions at similarly situated organizations, the CEO's compensation was reviewed and approved by the organization's governing body, composed of independent members without conflicts, and contemporaneously documented. Compensation for key employees is established based on review and approval by organization's internal compensation-setting body, composed of independent members without conflicts, basing compensation on such factors as education requirements, license/certifications, experience, training, competencies, level of responsibility required for the job and a review of market factors on a local, state and/or national level for similarly qualified person in comparable positions at similar organizations, and contemporaneously documented when changes are made. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Corporate policies require that corporate records meet transparency standards for tax exempt organizations established by state and federal law. Corporate articles and annual reports/disclosures are published on the state of Arizona website (Arizona Corporation Commission www.azcc.gov). Corporate 990 returns are published at www.guidestar.org. The corporate 990 return is made available upon request per corporate policies and IRS rules. Other governing documents are not required to be made available to the public and therefore are not published. The audited financial statements are published on the company's website. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Rounding |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Northbound Solutions Inc | |||||||||||
| 1300 S Yale St | Flagstaff | AZ | 86001 | 866037149 | Healthcare | AZ | N/A | C | 0 | 10000 | 1 |
| Welltera Healthcare Inc | |||||||||||
| 1300 S Yale St | Flagstaff | AZ | 86001 | 866037149 | Healthcare | AZ | N/A | C | 0 | 10000 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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