2012-05-09T10:24:27-05:00 2011-06-30 CBIZ MHM LLC 3101 N Central Ave Ste 300 Phoenix AZ 85012 990 2010-07-01 860290033 Southwest Behavioral Health Services Inc SOUT 6022854279 3450 N 3rd Street Phoenix AZ 85012 MICHAEL FETT 6022854270 2012-05-08 6022646835 2010 2016-02-24 21:20:13Z JEFF JORDE 3450 N 3RD STREET Phoenix AZ 85012 68366775 false X WWW.SBHSERVICES.ORG X 1970 AZ WE INSPIRE PEOPLE TO FEEL BETTER AND REACH THEIR POTENTIAL, THROUGH HELPING PEOPLE DISCOVER THEIR STRENGTHS, WE IMPROVE OUR COMMUNITIES. 15 15 904 30 0 38110369 46401896 776471 913161 15265 20927 53073 96959 38955178 47432943 200039 143624 0 0 28469626 34745684 0 0 0 9549683 12216023 38219348 47105331 735830 327612 26738959 27080371 10396652 10410452 16342307 16669919 X WE INSPIRE PEOPLE TO FEEL BETTER AND REACH THEIR POTENTIAL, THROUGH HELPING PEOPLE DISCOVER THEIR STRENGTHS, WE IMPROVE OUR COMMUNITIES. true false 41192269 143624 913161 SBH PROVIDES SERVICES IN PREVENTION, OUTREACH SERVICES, COMMUNITY INTEGRATION, HOME-BASED COUNSELING, CASE MANAGEMENT, METHADONE MAINTENANCE, CRISIS RECOVERY, COMMUNITY HOUSING, RESIDENTIAL SERVICES AND OUTPATIENT COUNSELING FOR CHILDREN AND ADULTS SUFFERING FROM VARIOUS BEHAVIORAL AND SUBSTANCE ABUSE PROBLEMS. 41192269 true true false false false false false false false true false false false true true false true false false false false false false false false false false true true true false false false false false false false true false false false false false false false true false false false false true 83 0 true 904 true false false false false false false false false false false X 15 15 false false false false false false false true true false true true false true true true true true true false false AZ X MIKE FETT 6022854279 3450 N 3RD STREET Phoenix AZ 85012 MICHAEL HARRIS 0.25 X 0 0 0 RICHARD BEEMAN 0.25 X ARVID JOHNSON 0.25 X DONALD LOGUE 0.25 X ROGER MORRIS 0.25 X ADRIENNE SCHECK PHD 0.25 X PATRICIA VALADEZ 0.25 X TAHNJA WILSON 0.25 X VIOLET LOPEZ 0.25 X STEVEN MIHALIC 0.25 X RICK O'NEAL 0.25 X PATRICK WHITE 0.25 X LUCY TREIMAN 0.25 X X PRECIOUS SIMONS 0.25 X TAMERA ZIVIC 0.25 X MICHAEL FETT 40.0 X 151954 10059 JEFFREY JORDE 40.0 X 249372 12159 ROBIN REESAL 40.0 X 196770 4268 STEVEN FRIEDLAND 40.0 X 199042 8666 NAEEM PATHAN 40.0 X 186420 12698 SANGHAMIT CHOWDHURY 36.0 X 198286 5565 JOHN GAROFALO 40.0 X 170744 6296 1352588 0 59711 30 false true false PURNIMA MEHTA MD PSYCHIATRIST 242210 QUARLES BRADY STREICH LANG ATTORNEYS 100439 2 1023688 1544272 43833936 46401896 CLIENT FEES 900099 501870 501870 MANAGEMENT FEES 900099 86566 86566 MEDICAL RECORD FEES 900099 17770 17770 RENTAL INCOME 531120 113339 113339 MEDICARE 900099 139821 139821 53795 53795 913161 12627 12627 0 0 20933832 8300 20933832 0 0 8300 8300 8300 0 0 0 INSURANCE REFUND 900099 74597 74597 SNACK BAR/VENDING 900099 17727 17727 MISCELLANEOUS 900099 4635 4635 96959 47432943 913161 117886 0 143624 143624 0 0 2169433 951262 1218171 0 26904648 24400256 2504392 182793 141873 40920 3404140 3023338 380802 2084670 1825092 259578 1424619 1252146 172473 112917 10986 101931 68300 68300 0 0 0 73172 67269 5903 74023 845 73178 0 0 0 2884863 2641009 243854 1226778 1190230 36548 0 47095 34060 13035 5558 5558 0 1188628 982929 205699 263388 193555 69833 SUPPLIES 3318721 3219927 98794 TELEPHONE 539772 444189 95583 EQUIPMENT RENTAL & MAINTENANCE 469986 283251 186735 EQUIPMENT 194475 135930 58545 BAD DEBT EXPENSE 28585 28585 295143 216355 78788 0 47105331 41192269 5913062 0 884786 779239 5239811 2282975 1072779 3055052 17125 16951 222113 287968 27208878 10249883 15166391 16958995 3813722 3224821 322232 474370 26738959 27080371 4522534 5151318 419225 0 4865000 4675000 589893 527999 0 56135 10396652 10410452 X 13827376 14193150 2514931 2476769 16342307 16669919 26738959 27080371 327612 X false true true X true true X 31677947 33572917 35187619 38110369 46401896 184950748 31677947 33572917 35187619 38110369 46401896 184950748 0 184950748 295160 223095 77547 14755 12627 623184 71121 95888 33711 53073 105259 359052 185932984 4436030 0.99472 0.99369 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3580574 3580574 18039924 6291209 11748715 605210 203216 401994 4717399 3755458 961941 265771 265771 16958995 0 CAPITAL LEASES 56135 56135 47432943 47105331 327612 8737751 8737751 9065363 48245272 45206 767123 812329 47432943 47432943 46759408 45206 45206 46714202 391129 391129 47105331 PART X LINE 2: FIN 48 FIN 48 WAS ADOPTED IN FISCAL YEAR 2010 AND DID NOT HAVE A SIGNIFICANT IMPACT ON THE ORGANIZATION'S COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART XI LINE 8: REVENUE FROM RELATED ENTITIES $ 767,123 EXPENSES FROM RELATED ENTITIES ( 1,209,964) ELIMINATING ENTRY 1,601,093 CAPITAL ADVANCE FROM RELATED ENTITIES 178,617 ADDITION OF AFFILIATES 7,400,882 ----------- TOTAL $8,737,751 PART XII LINE 2D REVENUE FROM RELATED ENTITIES $ 767,123 PART XIII LINE 4b EXPENSES FROM RELATED ENTITIES $( 1,209,964) ELIMINATING ENTRY 1,601,093 ------------ Total $ 391,129 true Flex Funds & HOPWA Emergency Assistance 223 143624 MONITORING PART I LINE 2 The organization confirms that recipients are eligible to receive assistance and that they do not exceed the maximum benefits allowance. Checks are written directly to service vendors to pay for recipients' expenses. X X X false false false false false false false true false MICHAEL FETT 130719 11000 10235 1475 8584 162013 JEFFREY JORDE 154514 54707 40151 4400 7759 261531 ROBIN REESAL 196678 92 4268 201038 STEVEN FRIEDLAND 182452 16590 2320 6346 207708 NAEEM PATHAN 164178 22242 2902 9796 199118 SANGHAMIT CHOWDHURY 176114 22172 1283 4282 203851 JOHN GAROFALO 170649 95 6296 177040 NON-FIXED PAYMENTS PART 1 LINE 7 Annually the Board creates an ad hoc committee in charge of reviewing jeff jorde's performance and making a recommendation to the full Board regarding bonus and any pay increase. JEFF JORDE RECEIVED A board approved BONUS OF $54,707 AND A CAR ALLOWANCE OF $18,600. Additionally, Michael Fett was given an $11,000 Bonus for a clean audit and financial performance authorized and approved by the CEO. THE ARIZONA HEALTH FACILITIES AUTHORITY 860453292 040507EM3 2004-12-07 5530000 TO FINANCE & CONSTRUCT BUILDING false false false 855000 5530000 102759 110600 99111 4722646 597643 2005 false false true true false false false false 0.00000 0.00000 0.00000 true false true false false false false MICHAEL HARRIS BOARD MEMBER 71475 MARKETING & LEADERSHIP SERVICE false ARVID JOHNSON BOARD MEMBER 20891 ARCHITECT SERVICE false STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PART III QUESTION 2: Effective December 31, 2010, Southwest Behavioral Health Services, Inc. entered into an asset purchase agreement to acquire all of the assets and liabilities of Toby House, Inc. ("Toby House"). Toby House, Inc. began operations in 1971 as an Arizona non-profit corporation dedicated to develop, in mentally and/or emotionally disabled adults, the personal independence necessary to maintain themselves in the community. The Organization provides counseling, developmental programs and residential supervision for these adults. Toby House II, Toby House III, Toby House IV, Toby House V, Toby House VI and Toby House VIII are related entities that provide subsidized housing for these adults. Effective June 30, 2011, Southwest Behavioral Health Services, Inc. entered into an asset purchase agreement to acquire all of the assets of three clinics of Community Medical Services, Inc.'s ("CMS") private pay business. Community Medical Services, Inc. provides opioid treatment services to behavioral health clients at its clinic locations in Northern Arizona. MANAGEMENT, GOVERNANCE, & PROCEDURES PART VI LINE 11A: The form 990 is prepared by an outside accounting firm and is reviewed by the ACCOUNTING MANAGER, the Controller and CFO before being signed by the CEO. Line 12c: The members of the SBH Board of Directors and SBH executive personnel acknowledge the need for disclosure of interest(s), and will complete a SBH Declaration of Interest Form annually. Any situation in which a possible conflict of interest might arise will be reported promptly in writing to the corporation. All personnel are required to report a real or potential conflict of interest to their immediate supervisor prior to engaging in any transaction that may be perceived as a conflict of interest. LINE 15a: Annually the Board creates an ad hoc committee in charge of reviewing the CEO's performance and making a recommendation to the full Board regarding bonus and any pay increase. The CEO's evaluation is based on 20 measurable objectives that are weighted and tallied for a total score. The CEO's salary is compared with salaries of not-for-profit companies nationwide - members of the Mental Health Corporation of America. The recommendations of the ad hoc committee are forwarded to all Board members for discussion and final recommendation. Reviews were last performed December 2010. LINE 19: The organization's articles of incorportion, by-laws AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. Villa Agave Corporation 7439 S 7th St PHOENIX AZ 85042 942902649 HOUSING AZ 501(C)(3) 9 NA Mihalic's Project 1408 E HIGHLAND AVE PHOENIX AZ 85014 860667653 Housing AZ 501(C)(3) 9 NA Villa De Confianza 2060 N 35th Ave PHOENIX AZ 85009 742537585 HOUSING AZ 501(C)(3) 9 na TOBY HOUSE II 3450 N 3rd ST PHOENIX AZ 85012 742420528 HOUSING AZ 501(C)(3) 7 NA TOBY HOUSE III 3450 N 3RD ST PHOENIX AZ 85012 860742062 HOUSING AZ 501(C)(3) 7 NA TOBY HOUSE IV 3450 N 3RD ST PHOENIX AZ 85012 860897449 HOUSING AZ 501(C)(3) 7 NA TOBY HOUSE V 3450 N 3RD ST PHOENIX AZ 85012 860950586 HOUSING AZ 501(c)(3) 7 NA TOBY HOUSE VI 3450 N 3RD ST PHOENIX AZ 85012 860981650 HOUSING AZ 501(C)(3) 7 NA TOBY HOUSE VII 3450 N 3RD ST PHOENIX AZ 85012 861025879 HOUSING AZ 501(C)(3) 7 NA TOBY HOUSE VIII 3450 N 3RD ST PHOENIX AZ 85012 710931900 HOUSING AZ 501(C)(3) 7 NA false false false false false false false false true false false true false false false false false false