2013-05-14T17:40:23-07:00 2012-06-30 990 2011-07-01 866037149 NORTHERN ARIZONA REGIONAL BEHAVIORAL HEALTH AUTHORITY INC NORT 9287747128 1300 S Yale St Flagstaff AZ 86001 Michael Pattinson 9287747128 2013-05-15 2011 2016-02-24 21:20:13Z Douglas Zimmerman 1300 S Yale St Flagstaff AZ 86001 148499986 0 X www.narbha.org X 1967 AZ 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. 12 12 123 25 0 0 148614025 147895251 0 0 61668 83455 525274 521280 149200967 148499986 775772 0 0 0 8651495 7696960 0 0 0 138705027 135078439 148132294 142775399 1068673 5724587 36881378 44538309 9568753 11501096 27312625 33037213 Provide, develop, and manage the best system of behavioral health care for multicultural consumers in a rural environment. 0 0 132859429 0 505333 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. 0 0 0 132859429 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 164 0 1 123 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X Doug Zimmerman 9287747128 1300 S Yale St Flagstaff AZ 86001 Barbara Bartell 2 X 0 0 0 Dennis Bigelow 2 X X 0 0 0 Marriner Cardon 4.3 X 0 0 0 Thomas Chacon 2.5 X 0 0 0 Harvey Grady 3.5 X X 0 0 0 Karen Kuebler 6 X 0 0 0 Clay Overson 4.25 X X 0 0 0 Susan Ramsey 2 X 0 0 0 Lupe Rocha 2 X 0 0 0 Mark Sippel 3.5 X 0 0 0 Lina Wallen 3.8 X X 0 0 0 James Wurgler 5 X X 0 0 0 Michael Pattinson 49 X 253197 0 38851 Douglas Zimmerman 48 X 153617 0 56169 Teresa Bertsch 44 X 251636 0 60726 Susan Morley 42 X 192647 0 34333 Amy Jelliffe 30 X 132944 0 35224 Susan Rathjen 47 X 131971 0 29672 Lindsay Miller 51 X 120234 0 16226 Jill Kennedy 54 X 110458 0 25986 1346704 0 297187 8 0 1 0 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 44 0 0 0 0 147895251 0 0 147895251 0 70405 0 0 70405 0 0 0 0 0 0 0 0 0 0 0 13050 0 0 0 13050 13050 0 0 13050 0 Provider Service Fees 900099 448160 448160 0 0 Other Services 900099 57173 57173 0 0 Miscellaneous 900099 15947 0 0 15947 0 0 0 0 521280 148499986 505333 0 99402 0 0 0 0 0 0 0 0 894380 10210 884170 0 0 0 0 0 5213441 210403 5003038 0 358323 9716 348607 0 807469 21895 785574 0 423347 11479 411868 0 0 0 0 0 46362 3765 42597 0 206500 16768 189732 0 0 0 0 0 0 0 0 0 0 0 132596518 132442378 154140 0 38632 3165 35467 0 301107 24671 276436 0 405170 8360 396810 0 0 0 0 0 219909 4537 215372 0 166418 27170 139248 0 0 0 0 0 48970 4012 44958 0 349 7 342 0 0 0 0 0 652987 28485 624502 0 197422 16176 181246 0 Recruiting Expenses 41507 3401 38106 0 Training 77299 6334 70965 0 Other Operating Expenses 79289 6497 72792 0 142775399 132859429 9915970 0 3900000 3900000 15672392 32272857 11327447 534966 10450 9508 342707 517538 11376895 4093455 5628382 7283440 20000 36881378 44538309 1104672 1260818 8226575 10199493 226753 36076 10753 4709 9568753 11501096 X 27312625 33037213 0 0 0 0 27312625 33037213 36881378 44538309 X 5724587 1 X 0 1 1 X 1 1 X 121623660 140775619 146238220 148614025 147895251 705146775 121623660 140775619 146238220 148614025 147895251 705146775 705146775 638104 288221 130391 85516 70405 1212637 539905 515198 485670 525274 521280 2587327 708946739 0.99464 0.99302 X Other income includes income from provider service fees, use of telemed equipment, credit card rebates, and other miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 0 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 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) 0 1245492 1245492 0 4521660 1272824 3248836 0 0 0 0 0 5464526 2743659 2720867 0 145217 76972 68245 7283440 0 Capital Lease Obligations 4709 4709 148499986 142775399 5724587 0 0 0 0 0 0 5724587 148499986 0 0 0 0 0 148499986 0 0 0 148499986 142775399 0 0 0 0 0 142775399 0 0 0 142775399 SchD_P10_S00_L02 Schedule D, Part X, Line 2 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. X X X X 1 0 0 0 0 0 0 0 0 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 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Susan Morley received $70,000 in severance. 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 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0