2011-02-10T15:44:09-05:00 2010-03-31 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2009-04-01 430821959 OZARK CENTER OZAR 4173477600 3006 MCCLELLAND JOPLIN MO 64804 MARY PARRIGON 2011-02-10 true Brian D Todd 4178658701 2009 2016-02-24 21:20:13Z PAULA F BAKER 3006 MCCLELLAND JOPLIN MO 64804 25667953 false X WWW.FREEMANHEALTH.COM/OZARK CENTER X 1965 MO OZARK CENTER PROVIDES BEHAVIORAL HEALTH SERVICES THAT SPAN A FULL CONTINUUM OF CARE INCLUDING PSYCHIATRIC, SUBSTANCE ABUSE AND AUTISM SPECTRUM DISORDERS. 10 6 505 6 0 810446 1315026 23635203 23741920 338389 355097 2161 -2255 24786199 25409788 0 0 14377429 14638260 0 0 6623791 6608475 21001220 21246735 3784979 4163053 21420537 26645396 2330006 2291636 19090531 24353760 TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE THROUGH CONTEMPORARY, INNOVATIVE, QUALITY HEALTHCARE SOLUTIONS. SEE SCHEDULE O FOR MORE INFORMATION. false false 6843339 8538870 OUTPATIENT PSYCHIATRIC SERVICES AND THE PHARMACY PROVIDE SERVICES TO OVER 7,000 INDIVIDUALS ANNUALLY. SERVICES ARE PROVIDED BY PSYCHIATRISTS, NURSE PRACTITIONERS, LICENSED PSYCHOLOGISTS, LICENSED CLINICAL SOCIAL WORKERS, AND COUNSELORS. SERVICES INCLUDE PSYCHIATRIC ASSESSMENT AND EVALUATION, MEDICATION MANAGEMENT, INDIVIDUAL, FAMILY, AND GROUP THERAPY AND TESTING. THE OZARK CENTER PHARMACIST SPECIALIZES IN FILLING PSYCHOTROPIC PRESCRIPTIONS AND EXPLAINING POTENTIAL SIDE EFFECTS TO OUR PATIENTS. 3088221 4480924 TURNAROUND RANCH IS A YOUTH RESIDENTIAL PROGRAM PROVIDES A SAFE ENVIRONMENT FOR CHILDREN AND ADOLESCENTS BETWEEN THE AGES OF 9-18 WHO ARE EXPERIENCING PSYCHIATRIC PROBLEMS. MANY OF THESE CHILDREN HAVE BEEN ABUSED OR NEGLECTED AND ARE SERIOUSLY EMOTIONALLY DISTURBED. LICENSED THERAPISTS COUNSEL THE CHILDREN AND THEIR FAMILIES IN AN EFFORT TO RETURN THE CHILD TO A HOME ENVIRONMENT THAT IS SAFE. 150 CHILDREN WERE SERVED THIS YEAR. THE TURNAROUND RANCH HAS THE CAPACITY TO SERVE 72 CHILDREN PER DAY. 3433540 4777707 THE COMMUNITY CARE PROGRAM FOCUSES ON SERVICES TO INDIVIDUALS IN OUR COMMUNITY DIAGNOSED WITH A CHRONIC MENTAL ILLNESS. OVER 600 INDIVIDUALS ARE SERVED ANNUALLY. WE STRIVE TO ASSIST THEM IN MAINTAINING A LIFE OF DIGNITY IN THE LEAST RESTRICTIVE ENVIRONMENT POSSIBLE. LIVING ARRANGEMENTS MAY SPAN FROM LIVING IN AN APARTMENT IN THE COMMUNITY TO LIVING IN A RESIDENTIAL CARE FACILITY. OZARK CENTER OPERATES A STATE OF THE ART, 30 BED RESIDENTIAL CARE FACILITY IN JOPLIN. AREAS OF ASSISTANCE INCLUDE: TEACHING PATIENTS COPING SKILLS, DAILY LIVING SKILLS, BUDGETING, & HOW TO ACCESS SUPPORTS AVAILABLE IN OUR COMMUNITY. 5378540 5944419 18743640 true true false true false false false false true true false true false false false false false false false false false false false true false false false false false false false false true false false false false true true false false true 59 0 true 505 true false false false false false false false false false 10 6 true false false false true true true true true false false true true true true true true true false false X MARY PARRIGON 4173477600 3006 MCCLELLAND JOPLIN MO 64804 DOUG DOLL 2.5 X X 0 0 0 RICHART V DEMIER 2.5 X X 0 0 0 DR CHARLES BENTLAGE 2.5 X X 0 0 0 DOROTHY B WILLCOXON 2.5 X 0 0 0 GARY D DUNCAN 2.5 X 0 592190 135566 DR CHARLES GRAVES 50.0 X 214289 0 17461 RICHARD RUESTMAN 2.5 X 0 0 0 CHARLES KEETER 2.5 X 0 0 0 KENNETH BATEMEN 2.5 X 0 0 0 PAULA F BAKER 15.0 X X 76088 145821 47348 MARY PARRIGON 60.0 X 138723 0 32685 STEVEN GOAD MD 50.0 X 196456 0 17388 ASADULLAH AHMED MD 50.0 X 225830 0 11070 MICHAEL COLLINS MD 50.0 X 182478 0 14339 MODASER SHAH MD 50.0 X 206358 0 12002 MARK STEWART MD 50.0 X 218055 0 18845 1458277 738011 306704 10 false true false 0 12651 221000 402695 678680 60110 1315026 PATIENT SERVICES 624100 22839957 22839957 OTHER 624100 901963 901963 23741920 319595 319595 0 0 289000 1850 249959 5389 39041 -3539 35502 35502 562 12651 2817 -2255 -2255 0 0 0 25409788 23741920 352842 0 0 0 0 495481 231750 263731 0 11714666 10353099 1361567 265219 262223 2996 1258965 1104410 154555 903929 786590 117339 0 54 54 55291 55291 0 0 0 220138 182294 37844 41427 41427 1360435 1226618 133817 73125 64951 8174 0 795950 726219 69731 505038 452676 52362 0 39314 34919 4395 6190 6190 0 240549 213659 26890 147384 130908 16476 BAD DEBT 545607 545607 DUES & SUBSCRIPTIONS 31935 31935 RECRUITING & RETENTION 63300 43466 19834 MEDICAL SUPPLIES & DRUGS 2261086 2261086 PHARMACY TAX 80103 80103 141549 43062 98487 21246735 18743640 2503095 0 6295 62100 10241304 11229804 133046 416112 2015868 2213211 138459 163798 250928 276576 7439364 4257774 2825135 3181590 5760718 9081600 48784 20605 21420537 26645396 1601400 1531370 125916 107334 602690 561993 90939 2330006 2291636 X 18952727 23910580 111385 415761 26419 27419 19090531 24353760 21420537 26645396 X false true true X true true X 307675 851607 1197444 810446 1350687 4517859 20067696 19970942 22328408 23635203 23741920 109744169 20375371 20822549 23525852 24445649 25092607 114262028 184031 741219 512905 799414 827555 3065124 184031 741219 512905 799414 827555 3065124 111196904 158243 332664 523662 358121 319595 1692285 158243 332664 523662 358121 319595 1692285 20533614 21155213 24049514 24803770 25412202 115954313 0.95897 0.96180 0.01459 0.01280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false OTHER LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1(I) THE ORGANIZATION PAYS DUES TO THE COALITION OF COMMUNITY MENTAL HEALTH CENTERS. A PORTION OF THESE DUES MAY BE ATTRIBUTABLE TO LOBBYING. 26419 1000 27419 25419 1000 26419 1.00000 false false 596446 596446 3103031 1445031 1658000 1199748 1055623 144125 1785570 1567128 218442 754569 189992 564577 3181590 0 DUE TO RELATED PARTIES 90939 90939 25409788 21246735 4163053 1100176 1100176 5263229 26564632 1100176 48312 1148488 25416144 -6356 -6356 25409788 21301403 48312 6356 54668 21246735 21246735 INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE ENDOWMENT SUPPORTS THE OPERATIONS OF OZARK CENTER'S TURNAROUND RANCH AND AUTISM PROGRAMS. FIN 48 DISCLOSURE SCHEDULE D, PART X, LINE 2 THE ORGANIZATION ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. BECAUSE NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED, A DISCLOSURE WAS NOT INCLUDED IN THE FOOTNOTES TO THE FINANCIAL STATEMENTS. OTHER RECONCILING ITEMS SCHEDULE D, PART XII, LINE 4B AND PART XIII, LINE 2D THE FOLLOWING ITEMS WERE INCLUDED WITH EXPENSES ON THE AUDIT REPORT; HOWEVER, HAVE BEEN MOVED TO BE PROPERLY INCLUDED ON THE STATEMENT OF REVENUE ON THE TAX RETURN: $ 3,539 GAIN ON DISPOSAL OF ASSETS 2,817 SPECIAL EVENTS EXPENSE -------- $ 6,356 X X X X false true false false false true false false false GARY D DUNCAN 0 557482 1902 32806 118906 16660 0 727756 DR CHARLES GRAVES 206489 0 0 7800 6750 10711 231750 0 PAULA F BAKER 70431 133229 0 250 5657 12342 13743 26338 2492 4775 92323 176934 MARY PARRIGON 137747 0 351 625 23385 9299 171407 0 STEVEN GOAD MD 195956 0 500 0 6228 11159 213843 0 ASADULLAH AHMED MD 225830 0 0 0 6900 4170 236900 0 MICHAEL COLLINS MD 177718 0 0 4760 5733 8607 196818 0 MODASER SHAH MD 196358 0 10000 0 6360 5642 218360 0 MARK STEWART MD 218055 0 0 0 6900 11945 236900 0 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS SCHEDULE J, PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THROUGH FREEMAN HEALTH SYSTEM, A RELATED PARTY OF THE ORGANIZATION: GARY DUNCAN $ 112,006 PAULA BAKER 33,181 MARY PARRIGON 17,015 COMPENSATION CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION SCHEDULE J, PART I, LINE 6 FREEMAN HEALTH SYSTEM, A RELATED PARTY OF THE ORGANIZATION, PROVIDES MANAGEMENT THE POTENTIAL TO RECEIVE AN AT-RISK PAYMENT BASED ON THE PROFITABILITY OF THE ORGANIZATION. IN FISCAL YEAR 2010 SUCH ACCRUALS WERE MADE. THE AMOUNT OF COMPENSATION IS BASED UPON A PERCENTAGE OF THE EMPLOYEE'S ANNUAL COMPENSATION AND IS SUBJECT TO BOARD APPROVAL. X 17963 FMV X 1 36399 FMV X 4 2864 FMV X VARIOUS OTHER 8 2884 FMV 0 false true false NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS IS REPRESENTED BY THE NUMBER OF CONTRIBUTORS. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 MISSION - TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE THROUGH CONTEMPORARY, INNOVATIVE, QUALITY HEALTHCARE SOLUTIONS. VISION - THOSE EXPERIENCING MENTAL ILLNESS, ADDICTION, OR THE PAIN OF ABUSE WILL DEVELOP SKILLS ESSENTIAL TO A LIFE WITH DIGNITY AND PURPOSE. VALUES - OZARK CENTER IS COMMITTED TO CONTINUOUS QUALITY IMPROVEMENT AND THEREFORE STRIVES TO: -ACCEPT ALL PEOPLE AS EQUAL CITIZENS IN OUR COMMUNITY, -TREAT ALL PEOPLE WITH RESPECT AND DIGNITY, -PROVIDE CONFIDENTIAL AND TIMELY TREATMENT, -SUPPORT THE CHOICES OF OUR CUSTOMERS WITH THE REALIZATION OF THEIR HOPES AND DREAMS, -CONSISTENTLY ANTICIPATE AND EXCEED THE EXPECTATIONS OF OUR CUSTOMERS, -USE COMPREHENSIVE, COMMUNITY-BASED, AND GOVERNED RESOURCES, -PRIORITIZE THE RESOURCES NECESSARY TO PROVIDE PRIMARY PREVENTION AND EARLY INTERVENTION, -COMMUNICATE OPENLY, MAINTAINING A TRUSTING PARTNERSHIP BETWEEN CUSTOMER, STAFF, AND COMMUNITY, -ENCOURAGE INTENSIVE, ONGOING TRAINING AND HIGH STANDARDS, -RECOGNIZE EACH EMPLOYEE AS ITS MOST VALUABLE ASSET, -EXPECT EMPLOYEES TO REPRESENT OZARK CENTER IN A PROFESSIONAL MANNER, AND -SUPPORT EMPLOYEES IN THE OWNERSHIP AND RESOLUTION OF PROBLEMS. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D OTHER PROGRAMS INCLUDE THE FOLLOWING: NEW DIRECTIONS SUBSTANCE ABUSE PROGRAM SERVES OVER 2,500 INDIVIDUALS ANNUALLY. IT PROVIDES A RANGE OF SERVICES INCLUDING OUTPATIENT, RESIDENTIAL, MODIFIED MEDICAL DETOX, AND SATOP (TRAFFIC OFFENDER PROGRAM) SERVICES. AUTISM SERVICES INCLUDE APPLIED BEHAVIORAL ANALYSIS INTENSIVE AND OUTPATIENT PROGRAMS. OZARK CENTER ALSO OPERATES A 24 HOUR CRISIS HOTLINE. APPROXIMATELY 5,000 CALLS ARE HANDLED BY THE CRISIS TEAM EACH YEAR. THE FAMILY PRESERVATION PROGRAM FOCUSES ON YOUTH OUTPATIENT SERVICES, MINIMAL TO INTENSIVE LEVEL SERVICES ARE AVAILABLE. FAMILY AND BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 GARY DUNCAN AND DOUG DOLL HAVE A BUSINESS RELATIONSHIP. MEMBERS/STOCKHOLDERS FORM 990, PART VI, SECTION A, LINE 6, 7A, & 7B THE SOLE MEMBER OF OZARK CENTER SHALL BE FREEMAN HEALTH SYSTEM. THE BOARD SHALL INCLUDE THE PRESIDENT OF FREEMAN HEALTH SYSTEM AND THE CEO OF OZARK CENTER AS EX OFFICIO WITH VOTE. EACH DIRECTOR SHALL BE APPOINTED BY THE MEMBER OF THE CORPORATION AND THE MEMBER MAY ESTABLISH LIMITATIONS OF TIME OF SERVICE REGARDING POSITIONS ON THE BOARD. VACANCIES SHALL BE FILLED BY THE MEMBER OF THE CORPORATION. MEMBER MAY REMOVE ANY DIRECTOR FROM OFFICE AT ANY TIME, WITH OR WITHOUT CAUSE. ALL POWERS OF THE CORPORATION SHALL BE EXERCISED BY AND UNDER THE AUTHORITY OF THE BOARD OF DIRECTORS, AND THE PROPERTY, BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED UNDER THE DIRECTION OF THE BOARD. PROVIDED, THAT THE FOLLOWING ACTIONS SHALL REQUIRE APPROVAL OF THE MEMBER OF THE CORPORATION: ALL GOVERNANCE DECISIONS OF INTEREST TO THE MEMBER AFFECTING THE OPERATION OF THE CORPORATION; APPOINTMENT, REVIEW AND REMOVAL OF THE CEO; DEVELOPMENT AND ADOPTION OF STRATEGIC PLANS; ADOPTION OF BUDGET AND FISCAL POLICY FOR THE CORPORATION; APPROVAL OF ANY FINANCING OR REFINANCING PLANS FOR THE CORPORATION OR ITS SUBSIDIARIES; APPOINTMENT AND REMOVAL OF DIRECTORS OR SUBSIDIARIES; AMENDMENT OF THE ARTICLES OF INCORPORATION AND THE BYLAWS; THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THIS CORPORATION; DISSOLUTION OF THIS CORPORATION AND DISTRIBUTION OF ASSETS PURSUANT THERETO; ADOPTION OR AMENDMENT OF ANY BYLAWS, POLICIES, RULES AND REGULATIONS PERTAINING TO THE PROFESSIONAL STAFF; ADOPTION OR AMENDMENT OF ANY CORPORATE COMPLIANCE PROGRAM; ANY OTHER MATTER THAT BY LAW REQUIRES THE APPROVAL OF MEMBERS OF A NONPROFIT CORPORATION; AND ANY INVESTMENT OF THE FUNDS OF THIS CORPORATION. REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, LINE 11A PRIOR TO FILING, A TENTATIVE DRAFT OF THE FORM 990 IS REVIEWED BY MEMBERS OF TOP MANAGEMENT. ONCE A FINAL DRAFT IS READY, A COPY IS AVAILABLE FOR REVIEW BY THE BOARD MEMBERS PRIOR TO SUBMISSION. IN ADDITION, THE AUDIT COMMITTEE OF THE BOARD REVIEWS THE REPORT PRIOR TO SUBMISSION. THE AUDIT CHAIRMAN PRESENTS A REPORT TO THE FULL BOARD AT THE NEXT REGULAR SCHEDULED MEETING. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AND EACH MEMBER REPORTS ANY KNOWN CONFLICTS OF INTEREST IN WRITING TO THE BOARD. THESE ARE KEPT AT THE OZARK CENTER ADMINISTRATIVE OFFICE FOR FUTURE REFERENCE AND ARE AVAILABLE TO THE MEMBERS OF THE BOARD. APPROPRIATELY, THE BOARD MEMBERS ABSTAIN FROM VOTING ON ISSUES THAT PRESENT A CONFLICT OF INTEREST. IN ADDITION, CORPORATE OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE CONFLICTS OF INTEREST. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE CEO OF OZARK CENTER IS DETERMINED BY A FORMAL PROCESS OF THE BOARD OF DIRECTORS. AN EXECUTIVE COMPENSATION COMMITTEE OF THE FREEMAN HEALTH SYSTEM BOARD OF DIRECTORS ENGAGES THE SERVICES OF AN INDEPENDENT CONSULTANT TO REVIEW SALARIES AND BENEFITS OF SYSTEM ADMINISTRATIVE PERSONNEL. THE CONSULTANT PROVIDES A MINIMUM OF THREE SALARY BENCHMARKING STUDIES FROM DIFFERENT SOURCES TO PROVIDE THE BOARD WITH BLENDED EXECUTIVE SALARY RANGES FOR THE SYSTEM. THE CEO OF THE FREEMAN HEALTH SYSTEM PRESENTS A SUMMARY OF THE GOAL-BASED PERFORMANCE REVIEW, THE CONSULTANT REPORT AND THE CURRENT SALARY AND BENEFITS OF THE OZARK CENTER CEO TO THE OZARK CENTER'S BOARD COMPENSATION COMMITTEE WITH RECOMMENDED CHANGES. THE RECOMMENDATIONS OF THE OZARK CENTER BOARD ARE THEN TAKEN INTO CONSIDERATION IN THE FINAL DECISION BY THE FREEMAN HEALTH SYSTEM COMPENSATION COMMITTEE. THE FISCAL YEAR 2010 CEO COMPENSATION REVIEW OCCURRED IN JULY 2009 AND WAS DOCUMENTED IN BOARD MINUTES OF THE COMPENSATION COMMITTEE. DOCUMENT DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE FOR A LEGITIMATE BUSINESS PURPOSE. ALL REQUESTED DOCUMENTS WOULD BE MADE AVAILABLE TO BE VIEWED AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. RELATED HOURS FORM 990, PART VII, SECTION A, COLUMN B BOARD MEMBER GARY D. DUNCAN WORKS APPROXIMATELY 60 HOURS PER WEEK FOR RELATED ENTITIES FREEMAN HEALTH SYSTEM AND FREEMAN NEOSHO HOSPITAL. PAULA F. BAKER, CEO, WORKS APPROXIMATELY 60 HOURS PER WEEK BETWEEN OZARK CENTER AND FREEMAN HEALTH SYSTEM. FREEMAN HEALTH SYSTEM 1102 W 32ND ST JOPLIN MO 64804 431704371 HOSPITAL MO 501(C)(3) 3 FREEMAN NEOSHO HOSPITAL 113 W HICKORY NEOSHO MO 64850 431240629 HOSPITAL MO 501(C)(3) 3 FREEMAN FOUNDATION 1102 W 32ND ST JOPLIN MO 64804 431378264 FUNDRAISING MO 501(C)(3) 11 A I MAGNOLIA HEIGHTS HOUSING CORPORATION 3006 MCCLELLAND BLVD JOPLIN MO 64804 470950622 HUD HOUSING MO 501(C)(3) 11 A I CEDAR HILL HOUSING CORPORATION 3006 MCCLELLAND BLVD JOPLIN MO 64804 470943557 HUD HOUSING MO 501(C)(3) 11 A I POPLAR PLACE HOUSING CORP 3006 MCCLELLAND BLVD JOPLIN MO 64804 900462595 HUD HOUSING MO 501(C)(3) 11 A I false false true false true false false false false true false true false true false false false true