SAMARITAN BEHAVIORAL HEALTH INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: SAMARITAN BEHAVIORAL HEALTH INC (EIN 02-0633634)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-13
IRS object ID: 201213189349304971
Schema version: 2011v1.3
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
Form 990
Schedule A
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-13T18:53:30-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 MONUMENT CIRCLE SUITE 2600	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	46204	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	020633634	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Samaritan Behavioral Health Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% KAREN GAINES	InCareOfName
Name Control	SAMA	NameControl
Phone	9372768333	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 S Edwin C Moses Blvd	AddressLine1
City	Dayton	City
State	OH	State
ZIP Code	45417	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	THOMAS R CURTIN	Name
Title	CFO	Title
Date Signed	2012-11-12	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	3176817000	Phone

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	SUE V MCGATHA	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	601 S EDWIN C MOSES BLVD	AddressLine1
City	DAYTON	City
State	OH	State
ZIP Code	45408	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	11578294	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Group Exemption Number	0928	GroupExemptionNumber
Organization501c3	X	Organization501c3
Web Site	www.sbhihelp.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2002	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	Mission: To provide mental health and addiction services that touch, teach, and heal. Vision: Where help for life's challenges is openly sought and compassionately given.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	7	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	3	NbrIndependentVotingMembers
Total Nbr Employees	208	TotalNbrEmployees
Total Nbr Volunteers	3	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	10842232	ProgramServiceRevenuePriorYear
Program Service Revenue CY	11578294	ProgramServiceRevenueCY
Investment Income Prior Year	-23689	InvestmentIncomePriorYear
Investment Income Current Year	-4050	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	10818543	TotalRevenuePriorYear
Total Revenue Current Year	11574244	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	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	8829718	SalariesEtcPriorYear
Salaries Etc Current Year	9338767	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	2011534	OtherExpensePriorYear
Other Expenses Current Year	2143428	OtherExpensesCurrentYear
Total Expenses Prior Year	10841252	TotalExpensesPriorYear
Total Expenses Current Year	11482195	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-22709	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	92049	RevenuesLessExpensesCY
Total Assets BOY	4036171	TotalAssetsBOY
Total Assets EOY	3532735	TotalAssetsEOY
Total Liabilities BOY	2314751	TotalLiabilitiesBOY
Total Liabilities EOY	1712228	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1721420	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1820507	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE MENTAL HEALTH AND ADDICTION SERVICES THAT TOUCH, TEACH AND HEAL.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	4870165	Expense
Revenue	6181022	Revenue
Description	CRISIS CARE - PROVIDING BEHAVIORAL HEALTH CRISIS INTERVENTION AND ASSESSMENTS TO DETERMINE THE APPROPRIATE PLACEMENT FOR SERVICES OF COMMUNITY MENTAL HEALTH, ALCOHOL AND DRUG, OR OTHER RELATED SERVICES.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	3856273	Expense
Revenue	4153865	Revenue
Description	MONTGOMERY COUNTY MENTAL HEALTH SERVICES - PROVIDE COMMUNITY BEHAVIORAL HEALTH SERVICES TO CHILDREN AND ADULTS IN MONTGOMERY COUNTY.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	1235344	Expense
Revenue	1243407	Revenue
Description	PREBLE COUNTY MENTAL HEALTH SERVICES - PROVIDE COMMUNITY BEHAVIORAL HEALTH SERVICES AND CRISIS SERVICES TO PREBLE COUNTY CHILDREN AND ADULTS.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	9961782	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	32	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	208	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	7	NbrVotingGoverningBodyMembers
Number Independent Voting Members	3	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	KAREN GAINES	NamePerson
Telephone Number	9372786251	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	601 S EDWIN C MOSES BLVD	AddressLine1
City	DAYTON	City
State	OH	State
ZIP Code	45408	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
SUE V MCGATHA
PRESIDENT/CEO, VICE CHAIR	40.0	X	X	199909	0	74198
JANET ROGERS
TREASURER	1.0	X		0	0	0
CAROL BAUER SC
TRUSTEE	0.5	X		0	0	0
TOM CURTIN
CHAIR	0.5	X		0	0	0
ROBERT HICKEY
TRUSTEE	0.5	X		0	0	0
TERESA ZRYD MD
TRUSTEE	0.5	X		0	0	0
JOHN RAHE
TRUSTEE	0.5	X		0	0	0
CARA POWERS
SECRETARY/LEGAL COUNSEL	1.0		X	0	0	0
DR BRIEN DYER
MEDICAL DIRECTOR	40.0			188737	0	51034	X
DR STEPHANIE ACKNER
PSYCHIATRIST	40.0			142866	0	19074	X
ELLEN BALLERENE
PSYCHIATRIST	40.0			160027	0	33026	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	691539	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	177332	TotalOtherCompensation
Number Individuals GT100 K	4	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Field	Value	IRS element (for citing)
Name Person	Wright State University	NamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3640 Colonel Glen Highway	AddressLine1
City	DAYTON	City
State	OH	State
ZIP Code	45435	ZIPCode

Field	Value	IRS element (for citing)
Description Of Services	Psychiatric Services	DescriptionOfServices
Compensation	209521	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K
Total Contributions	0	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	PROGRAM SERVICE REV	Description
Business Code	900099	BusinessCode
Total Revenue Column	11578294	TotalRevenueColumn
Related Or Exempt Function Income	11578294	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	11578294	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	4050	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	-4050	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-4050	TotalRevenueColumn
Exclusion	-$4,050	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	11574244	TotalRevenueColumn
Related Or Exempt Function Income	11578294	RelatedOrExemptFunctionIncome
Exclusion	-$4,050	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	735484	Total
Program Services	557571	ProgramServices
Management And General	177913	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	6792167	Total
Program Services	6185712	ProgramServices
Management And General	606455	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	240928	Total
Program Services	222259	ProgramServices
Management And General	18669	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	982819	Total
Program Services	973565	ProgramServices
Management And General	9254	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	587369	Total
Program Services	478348	ProgramServices
Management And General	109021	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	63225	Total
Program Services	9975	ProgramServices
Management And General	53250	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	15125	Total
Program Services	7000	ProgramServices
Management And General	8125	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	897778	Total
Program Services	702376	ProgramServices
Management And General	195402	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	0	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	9935	Total
Program Services	1748	ProgramServices
Management And General	8187	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	114450	Total
Program Services	98580	ProgramServices
Management And General	15870	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	95014	Total
Program Services	1976	ProgramServices
Management And General	93038	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	473463	Total
Program Services	422977	ProgramServices
Management And General	50486	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	57178	Total
Program Services	52419	ProgramServices
Management And General	4759	ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	25323	Total
Program Services	18971	ProgramServices
Management And General	6352	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	63033	Total
Program Services	26587	ProgramServices
Management And General	36446	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	104783	Total
Management And General	104783	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
CATHOLIC HEALTH FEES	106917	92480	14437
BAD DEBT	78375	78375
TRAINING (BOOKS & MATERIAL)	23710	23310	400
DUES	8242	7367	875

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	6877	Total
Program Services	186	ProgramServices
Management And General	6691	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	11482195	Total
Program Services	9961782	ProgramServices
Management And General	1520413	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2824183	BOY
EOY	2047213	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	877770	BOY
EOY	1203716	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	169772	BOY
EOY	130850	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1290873	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1139917	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	164446	BOY
EOY	150956	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	4036171	BOY
EOY	3532735	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1748217	BOY
EOY	1669615	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	566534	BOY
EOY	42613	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	2314751	BOY
EOY	1712228	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1721420	BOY
EOY	1820507	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	1721420	BOY
EOY	1820507	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4036171	BOY
EOY	3532735	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	92049	ReconcilationRevenueExpenses
Reconcilation Other Changes	7038	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Both	X	FinancialStatementBoth
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	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	37365	CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years	27742	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	23689	CurrentTaxYearMinus1Year
Current Tax Year	4050	CurrentTaxYear
Total	92846	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	9999774	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	11202673	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9875240	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10432209	CurrentTaxYearMinus1Year
Current Tax Year	11581281	CurrentTaxYear
Total	53091177	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	10037139	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	11202673	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9902982	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10455898	CurrentTaxYearMinus1Year
Current Tax Year	11585331	CurrentTaxYear
Total	53184023	Total

Field	Value	IRS element (for citing)
Public Support Total170	53184023	PublicSupportTotal170
Total Support	53184023	TotalSupport
Public Support Pertcentage170	1.00000	PublicSupportPertcentage170
Public Support Pertcent Prior Year	1.00000	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Current Year Minus3 Years		CurrentYearMinus3Years
Land		Land
Buildings		Buildings

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	196563	OtherCostOrOtherBasis
Depreciation	196563	Depreciation

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1094310	OtherCostOrOtherBasis
Depreciation	943354	Depreciation
Book Value	150956	BookValue

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildings
Total Of Book Value Land Buildings	150956	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability
Total Of Amounts	0	TotalOfAmounts
Total Revenue	11574244	TotalRevenue
Total Expenses	11482195	TotalExpenses
Excess Or Deficit For Year	92049	ExcessOrDeficitForYear
Excess Or Deficit Per FS	92049	ExcessOrDeficitPerFS

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	Schedule D, Part X, Line 2:	Identifier
Explanation	Samaritan Behavioral Health, Inc. (SBHI) is a member, under a joint operating agreement, of Premier Health Partners which is tax-exempt under Section 501(c)(3) of the Internal Revenue Code. As such, there is no income tax liability recorded at December 31, 2011 and 2010. In addition, Management annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the combined financial statements. SBHI is a tax-exempt corporation under Section 501(c)(3) of the Internal Revenue Code.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 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
SUE V MCGATHA
154197	0	45712	0	0	0	68938	0	5260	0	274107	0	45712	0
DR BRIEN DYER
188737	0	0	0	0	0	37640	0	13394	0	239771	0	0	0
DR STEPHANIE ACKNER
142866	0	0	0	0	0	5615	0	13459	0	161940	0	0	0
ELLEN BALLERENE
160027	0	0	0	0	0	19644	0	13382	0	193053	0	0	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation

Field	Value	IRS element (for citing)
Identifier	Form 990 - Part VI, Question 6:	Identifier
Explanation	Samaritan Behavioral Health Inc. (SBHI) has one member. The member is Samaritan Health Partners, Inc the parent company of SBHI. Samaritan Health Partners, Inc is an Ohio not-for-profit entity. Form 990 - Part VI, Section A, Question 7a: Samaritan Health Partners, Inc (SHP) has the sole authority to elect the Board of Trustees for Samaritan Behavioral Health Inc (SBHI). SHP has the authority to remove trustees at any regular or special meeting or by written consent. In addition to removal by SHP, a trustee may be removed from the office with the approval by SHP, by the affirmative vote of not less than two-thirds of the entire Board of Trustees. Form 990 - Part VI, Section A, Question 7b: Samaritan Behavioral Health Inc. (SBHI) develops and submits an annual capital and operating budget to Samaritan Health Partners (SHP) for approval. SBHI shall adopt and implement the capital and operating budget approved and/or revised by SHP. SBHI periodically develops and submits a business plan approved by SHP. SHP is the sole agent to negotiate all relationships with payors on behalf of SBHI with all third party payors and alternative delivery systems including, but not limited to insurers. SBHI must have approval from SHP to borrow in any fiscal year, guarantee in any year, or incur any lien or other encumbrance on any property in an amount equal to or greater than $500,000. SBHI must seek SHP approval for any acquisitions, sale or transfer of any material asset used in SHP activities. Form 990 - Part VI, Section B, Question 11B: This 990 tax return and attached schedules (the return) are prepared by the Controller of Samaritan Behavioral Health Inc. (SBHI). It is reviewed by the Chief Financial Officer of SBHI and the Manager of the Tax Department of Premier Health Partners and subsequently sent to Ernst & Young U.S. LLP for review. After all changes from the above group are made, the return is reviewed again by the Chief Financial Officer of this entity. A final version of the return is sent to Ernst & Young U.S. LLP for a final review and then provided to the Board of Directors for review. The Board of Directors is provided an electronic copy at least one week prior to the Board meeting. At the meeting, the Chief Financial Officer of SBHI shares detailed information on compensation and community benefits, as well as addresses any other questions from the Board of Directors. Form 990 - Part VI, Section B, Question 12c: Premier Health Partners (PHP), of which Samaritan Behavioral Health Inc. (SBHI) is a member, requires all board members, officers, executives, and management personnel to annually review the PHP Comprehensive Conflict of Interest Statement, and explanatory memorandum, the Antitrust Compliance Policy and complete an individual questionnaire disclosing any potential conflicts as defined in the Conflicts of Interest Policy or Statement. This is accomplished with a memo sent out annually from the Chairman of the Board and Chief Executive Officer of PHP to all board members, executive directors, management personnel, purchasing staff department and authorized purchasers. It also includes an explanatory memorandum of specific activities that might give cause to a conflict and an individual questionnaire to disclose such activities. This questionnaire must be completed and signed by the individual. Last, this memo includes a copy of the Antitrust Compliance Policy that must be signed by the individual. All of these documents are sent to the Corporate Compliance Officer. The Corporate Compliance Department ensures all forms are returned and retains the documents for five years. In addition, at each meeting of the Board or any Board Committee, following approval of the minutes, the Board Committee Chair shall request any board member who perceives a potential conflict of interest on any of the meeting's agenda items to disclose the potential conflict. Additionally, any Board or Board Committee meeting where the subject of conflicts of interest is discussed, the normally taken minutes shall contain the name of the party discussing a potential conflict of interest, the nature of the potential conflict of interest and whether a conflict of interest was found to exist. If a conflict of interest does exist, the member will be excused from participating in any discussion or voting on the particular agenda item. The Corporate Compliance Officer reports the results of the PHP Conflicts of Interest questionnaires no less than annually to the Board of Trustees by way of the Compliance and Audit Committee. This review is documented in the minutes of the meeting. Periodically, the Internal Audit department will review a sample of completed Conflict of Interest questionnaires and report the results to the Compliance and Audit Committee. The annual conflicts of interest questionnaires are summarized by person in a word document and sent electronically to the Finance department for any necessary disclosures required on the 990 tax return. Form 990 - Part VI, Section B, Question 15A and 15B: Premier Health Partners (PHP), of which Samaritan Behavioral Health Inc (SBHI) is a member, follows a market-based compensation philosophy designed to attract and retain the executive talent required to meet the high performance standards of our board and our community. PHP annually reviews executive compensation survey data for a peer group of systems and hospitals that are similar in size and complexity to PHP and its subsidiaries. The data for the survey is provided by a third party consultation group that is independent of PHP. This report includes comparability for key employees, vice presidents and director level positions. The independent comparability data is reviewed by the executive compensation committee on an annual basis. This committee is comprised of three members, all of which are independent. This committee reviews in detail the compensation for the PHP CEO, PHP CFO, and the subsidiary CEOs. Other positions are reviewed at a high level for reasonableness. All the meeting minutes are documented and kept on file along with any comparability data and the consultant report. After the compensation committee reviews and approves the compensation actions, the process is audited by the internal audit department. The executive compensation committee presents the compensation actions to the PHP board annually. Form 990 - Part VI, Section C Question 19: The governing documents, conflicts of interest policy and financial statements are made available to the public when required by law or for accreditation purposes. Form 990 - Part XI: Net Assets or fund balances at end of year is $1,820,507 less Net Assets of fund balances at beginning of year is $1,721,420 which equal $99,087. Revenue less Expenses equal $92,049. Change in Net Asset balance of $99,087 less Revenue less Expenses of $92,049 equal Other changes in net assets or fund balances of $7,038. Statement pertaining to 2011 Form 5471: UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(a) AND (b), THE TAXPAYER IS REQUIRED TO FILE FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, AS A CATEGORY 5 FILER WITH RESPECT TO CERTAIN CONTROLLED FOREIGN CORPORATIONS (CFCs). THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 5471 FOR THESE CFCs BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. Samaritan Health Partners 110 North Main St, Suite 500 Dayton, OH 45402 EIN: 31-1107411 THE FILING ORGANIZATION, SAMARITAN BEHAVIORAL HEALTH, INC., IS NOT FILING A SEPARATE FORM 5471 - SCHEDULE I BECAUSE IT HAS NO INCOME FROM THE FOREIGN CORPORATION.	Explanation

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Samaritan Health Partners	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	110 NORTH MAIN	AddressLine1
City	Dayton	City
State	OH	State
ZIP Code	45402	ZIPCode

Field	Value	IRS element (for citing)
EIN	311107411	EIN
Primary Activities	Parent	PrimaryActivities
Legal Domicile State	OH	LegalDomicileState
Exempt Code Section	501(c)(3)	ExemptCodeSection
Public Charity Status	11-I	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg