2011-02-08T17:40:25-06:00 2010-06-30 BeachFleischman PC PO Box 64130 Tucson AZ 857284130 990 2009-07-01 860792518 Community Partnership Of Southern Arizona Inc COMM 5203254268 535 N Wilmot Road No 201 Tucson AZ 85711 Neal J Cash MS 5203254268 2011-01-21 1 Karen K McCloskey CPA MST 5203214600 2009 2016-02-24 21:20:13Z Neal J Cash MS 535 N Wilmot Road No 201 Tucson AZ 85711 327651474 0 X www.cpsa-rbha.org X 1995 AZ Behavioral healthcare in 5 Southern Arizona counties. 12 12 289 0 0 0 278815952 303326883 2292945 1944689 1043481 353241 0 0 282152378 305624813 620275 616310 0 16846835 18075373 0 0 262753455 275080775 280220565 293772458 1931813 11852355 68299400 90146693 23733140 33619548 44566260 56527145 The mission of CPSA is to ensure that individuals and families receive accessible, high-quality behavioral health services that are member and family driven, recovery oriented, respectful of cultural differences and foster hope and self-determination. 0 0 278471280 616310 1944689 CPSA provides a behavioral healthcare delivery system to indigent residents of 5 Arizona counties: Pima, Cochise, Graham, Greenlee and Santa Cruz. Services are provided through a contract with the Arizona Department of Health Services. CPSA has been designated a Regional Behavioral Health Authority by the State of Arizona and is responsible for maintaining a comprehensive behavioral healthcare delivery system for eligible members within its geographic service area. Direct behavioral healthcare services are provided to eligible members by a network of subcontracted service providers. 278471280 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 94 0 1 289 1 0 0 0 0 0 0 0 0 0 12 12 0 0 1 0 1 1 0 1 1 0 0 0 1 1 1 1 0 1 1 0 AZ X X Charlie Andrade CFO 5203254268 535 N Wilmot Rd Suite 201 Tucson AZ 85711 John Arnold PHD 3.00 X 0 0 0 Fred Chaffee 3.00 X 0 0 0 Barbara Kern 3.00 X 0 0 0 Tracy P Nuckolls 3.00 X 0 0 0 Monique Roybal 3.00 X 0 0 0 Brett M Rustand 3.00 X 0 0 0 John M Schubert 3.00 X 0 0 0 Tim Sikkema 3.00 X 0 0 0 Barbara Smith 3.00 X 0 0 0 Rick Eck PhD 3.00 X X 0 0 0 Enrique Serna 3.00 X X 0 0 0 Derre Ferdon 3.00 X X 0 0 0 Neal Cash MS 40.00 X 404602 0 60096 Charles A Andrade 40.00 X 190447 0 25570 Edward Gentile 40.00 X 299743 0 31493 Judy C Johnson 40.00 X 198751 0 24844 Raymond Lederman 40.00 X 231575 0 14675 Sandy J Stein 40.00 X 213658 0 11591 Cynthia Greer 40.00 X 116875 0 6425 Suzanne Hodges 40.00 X 149958 0 23488 Mary Krim 40.00 X 114641 0 7404 William Schoenberg 40.00 X 126081 0 8236 Vanessa M Seaney 40.00 X 116875 0 6615 2163206 0 220437 12 0 1 0 La Frontera Center Inc 504 W 29th St Tucson AZ 85713 Behavioral Health Services 51797969 SouthEastern Arizona BHS 611 W Union St Benson AZ 85602 Behavioral Health Services 31716690 COPE Behavioral Health Services 82 S Stone Ave Tucson AZ 85701 Behavioral Health Services 27242447 Pantano Behavioral Health Services 5055 E Broadway C-104 Tucson AZ 85711 Behavioral Health Services 25937962 CODAC Behavioral Health Services 1650 E Ft Lowell Tucson AZ 85719 Behavioral Health Services 25330675 48 303326883 303326883 Rent 531120 1341089 1341089 Meals & Nutrition 623990 336300 336300 Pharmacy Management 623990 154715 154715 Miscellaneous 623990 69240 69240 Beds & Linens 623990 43345 43345 1944689 442143 442143 21937759 22026661 -88902 -88902 -88902 305624813 1944689 0 353241 616310 616310 1784923 1084043 700880 12865363 4151627 8713736 620024 157926 462098 1702197 707757 994440 1102866 421536 681330 90298 44045 46253 83995 83995 70887 70887 4288 4288 2673781 1653417 1020364 1099855 350196 749659 209769 209769 1575380 646806 928574 242771 136048 106723 195812 175621 20191 156248 156248 900438 483636 416802 92740 1122 91618 Direct Client Service 232063874 232063874 Drugs & Medical 35546185 35546185 Dues & Subscriptions 74454 3996 70458 293772458 278471280 15301178 0 26646368 43833812 300784 8727935 10282397 685133 725863 23579090 11192624 10866903 12386466 21258145 21962777 544683 114916 109911 68299400 90146693 20203349 28498964 8541 573067 3400000 3088332 1300000 121250 159185 23733140 33619548 X 44566260 56527145 44566260 56527145 68299400 90146693 X 0 1 1 X 1 1 X 214981189 223195636 257275546 278815952 303326883 1277595206 214981189 223195636 257275546 278815952 303326883 1277595206 1277595206 1148910 1856305 1405232 942623 442143 5795213 1283390419 10003981 0.99550 0.99510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 15000 1 70887 0 0 85887 0 Part IV, Supplemental Information: Community Partnership of Southern Arizona (CPSA) may to an insubstantial degree make comments or statements concerning legislation which may affect the healthcare industry. CPSA has not intervened in any political campaign. CPSA will possibly engage in telephone conversations and/or write letters to various federal, state, and local officials regarding matters which affect the healthcare industry. The amount of time and money involved in these activities is negligible. Expenses reported at Schedule C Part II-B consist of fees paid to attorneys for lobbying as well as grants made to organizations for Proposition 100, an Arizona referendum. 2275832 2275832 9624289 3614976 6009313 117778 117778 0 9554628 7459870 2094758 2006563 2006563 12386466 Liability Under Interest Rate Swap Agreement 159185 159185 1 American Red Cross 5301 E Broadway Blvd Tucson AZ 85711 530196605 501(c)(3) 10000 General Support Boys & Girls Club of Santa Cruz County 590 N Tyler Ave Nogales AZ 85621 860671818 501(c)(3) 27825 General Support Compass Behavioral Healthcare 2475 N Jackrabbit Tucson AZ 85745 953280475 501(c)(3) 84425 Software Implementation La Frontera Center 504 W 29th St Tucson AZ 85713 860215009 501(c)(3) 7500 General Support Pima Council on Aging 8467 E Broadway Blvd Tucson AZ 85710 860251768 501(c)(3) 5000 General Support Primavera Foundation 702 S 6th Ave Tucson AZ 85701 860733182 501(c)(3) 8000 General Support Southern Arizona AIDS Foundation 375 S Euclid Ave Tucson AZ 85719 860864100 501(c)(3) 10000 General Support Southern Arizona Center Against Sexual Assault 1600 N Country Club Tucson AZ 85716 860363205 501(c)(3) 15000 General Support Tucson Urban League 2305 S Park Ave Tucson AZ 85713 237063141 501(c)(3) 10000 General Support NAMISA 6122 E 22nd St Tucson AZ 85711 860450977 501(c)(3) 26900 General Support TMC Foundation 5301 E Grant Rd Tucson AZ 85712 860504015 501(c)(3) 18000 General Support Casa Support Council For Pima County 3731 W Potvin Lane Tucson AZ 85742 830410169 501(c)(3) 10000 General Support Southern Arizona Mental Health Corporation 2502 N Dodge Blvd Ste 190 Tucson AZ 85716 860806975 501(c)(3) 83000 Electronic Health Records Software Angel Charity for Children PO Box 14225 Tucson AZ 85732 860864100 501(c)(3) 10000 General Support Arizona State University CABHP MC3220 NH11 Ste 200 Phoenix AZ 85004 860196696 115 5300 General Support Arizona's Children Association PO Box 7277 Tucson AZ 85725 860096772 501(c)(3) 6500 General Support Child and Family Resources 2800 E Broadway Blvd Tucson AZ 85718 860251984 501(c)(3) 6250 General Support Children's Action Alliance 4001 N Third Street Ste 160 Phoenix AZ 85012 860594785 501(c)(3) 5000 General Support Coalition for African American Health & Wellness PO Box 85424 Tucson AZ 85754 860973644 501(c)(3) 5000 General Support Downtown Tucson Partnership 110 E Pennington Ste 150 Tucson AZ 85710 860930765 501(c)(6) 5000 General Support El Rio Foundation 839 W Congress Street Tucson AZ 85745 860816675 501(c)(3) 6000 General Support La Paloma Family Services 870 W Miracle Mile Tucson AZ 85705 860390583 501(c)(3) 5000 General Support Our Family Services 3830 E Bellevue Street Tucson AZ 85716 942598560 501(c)(3) 7500 General Support Southeastern Arizona Behavioral Health Services PO Box 2161 Benson AZ 85602 860325741 501(c)(3) 120051 GSA 3 Sponsorship Tucson Youth Development 2829 E Paseo la Tierra Buena Tucson AZ 85706 860199202 501(c)(3) 5000 General Support University of Arizona PO Box 245163 Tucson AZ 85724 742652689 115 5000 General Support Yes for Arizona on 100 111 s Bella Vista Tucson AZ 85745 10000 Support of Arizona Referendum Yes on 100 5330 N 12th Street Tucson AZ 85014 5000 Support of Arizona Referendum 25 3 Other Information: Part IV: Schedule I, Part I, Line 1: Selection criteria: The organization ("CPSA") provides financial sponsorship for fundraising, celebratory and educational events with a behavioral healthcare, social service or community focus, consistent with our mission statement and status as a nonprofit 501 (c)(3) organization. The audience for sponsored events may include members and their families, individuals working in the behavioral healthcare industry or collaborating stakeholder systems such as justice or education, or entire communities. Financial sponsorships provide CPSA the opportunity to support organizations serving our members, reinvest funds in the communities we serve and build positive community relations. Rather than "grant" and "grantee," the terms "sponsorship" or "financial support" and "agency" or "organization," respectively, have been used for sponsorship contributions. Sponsorship dollars may be provided to events of the following types: *A fundraising event is held by an organization to raise funds for its programs. *A celebratory event, such as a recognition or awards event, is held to mark an accomplishment or contribution made by individuals or organizations. *An educational event provides an opportunity for attendees to receive behavioral healthcare information or training. Many educational events include the opportunity to display CPSA's behavioral health-related information materials. Schedule I, Part I, Line 1: Record maintenance: The finance department maintains records to substantiate the amount of contributions made by CPSA. To receive CPSA sponsorship dollars, an organization must submit a written request that typically includes the name, date/time, place, and purpose of the event. CPSA's Communications Team researches the request and provides information to the CEO. If the sponsorship opportunity is approved by the CEO, Communications staff completes and submits a check request together with the requestor's letter or e-mail, which is reviewed/signed by the Communications Director and the CEO and forwarded to the finance department for processing. Schedule I, Part I, Line 2: Monitoring: CPSA monitors the sponsored events by having staff or others attend them, reviewing event-related materials and following internal guidelines. Sponsored events are attended by a variety of individuals depending on the event, including CPSA members and their families, CPSA staff members and providers, other stakeholders, and the public. The majority of events include a mention of CPSA in an event program and a listing on the organization's Web site, at a minimum. CPSA reviews the program and checks the Web site to ensure it receives sponsorship benefits such as a listing of its name or logo. The CPSA Communication Plan, which guides the work of the Communications Team, includes additional details on the process of sponsoring events. X X 0 1 0 0 0 0 0 0 0 Neal Cash MS 282442 0 118017 0 4143 0 54504 0 5592 0 464698 0 0 0 Charles A Andrade 170847 0 19600 0 0 0 23932 0 1638 0 216017 0 0 0 Edward Gentile 280543 0 19200 0 0 0 29642 0 1851 0 331236 0 0 0 Judy C Johnson 178751 0 20000 0 0 0 23313 0 1531 0 223595 0 0 0 Raymond Lederman 231575 0 0 0 0 0 12890 0 1785 0 246250 0 0 0 Sandy J Stein 213658 0 0 0 0 0 10724 0 867 0 225249 0 0 0 Suzanne Hodges 149958 0 0 0 0 0 21925 0 1563 0 173446 0 0 0 Part I, Line 4a CPSA has a supplemental executive retirement plan (SERP) for Neal J. Cash, President and CEO. Contributions to the plan for fiscal year ended June 30, 2010 were $22,000. Form 990, Part VI, Section A, line 4 The Bylaws were amended January 8, 2010. Article 3 Section 3 regarding classes of the Board of Directors was revised as follows: The Board of Directors shall be divided into the following three classes, each of which shall consist of one-third (1/3) of the total number of Directors: Banner/TMC Healthcare Directors; SEABHS Directors; and BHC Directors. Banner/TMC Healthcare Directors shall be appointed by Banner and TMC Healthcare in the manner provided hereafter. SEABHS Directors shall be appointed by the Chair of the SEABHS Board of Directors and BHC Directors shall be appointed by BHC in the manner provided hereafter. No CEO or Board Member of a major provider organization shall sit on the CPSA Board of Directors. These appointments shall be ratified by the CPSA Board of Directors. Form 990, Part VI, Section A, line 6 CPSA is a nonprofit organization with members. CPSA's members have the right to participate indirectly in the corporation's governance through appointment of the members of the Board of Directors. Form 990, Part VI, Section A, line 7a CPSA has four members who appoint the Board of Directors. Membership is composed of Banner Health Arizona (Banner), TMC Healthcare (TMC), Southeastern Arizona Behavioral Health Services (SEABHS), and the Behavioral Health Coalition of Southern Arizona, Inc. (BHC). The Board of Directors is divided into three classes, each of which consist of 1/3 of the total number of Directors: Banner/TMC Healthcare Directors (appointed by Banner/TMC Healthcare); SEABHS Directors (appointed by the Chair of the SEABHS Board of Directors); and BHC Directors (appointed by BHC). Form 990, Part VI, Section B, line 11 The Chief Financial Officer Annually presents the Form 990 to the Audit/Finance Committee for review prior to filing. Form 990, Part VI, Section B, line 12c The organization has a conflict of interest policy as part of its Human Resources Policies and Procedures handbook that covers all employees. Employees are responsible for filing a written disclosure of any interests and for abiding by the decision of the CEO or designee regarding the existence of any conflict of interest. A potential conflict of interest involving the CEO will be referred to the Board of Directors for resolution. The bylaws also contain a conflict of interest policy that covers all directors and personnel. Upon learning that the Board of Directors is involved in a matter in which a Director is not a Disinterested Director because such Director or a Relative of that Director has an Interest in such matter, the Director shall notify the Board of Directors Chairperson and shall immediately withdraw from any further consideration or discussion with the Directors or other officers or employees of the Corporation with respect thereto. Each Director shall submit an annual disclosure statement that contains accurate and complete information regarding any direct or indirect transactions or relationships between the Director and the Corporation and any provider that provides services to the Corporation. No Director shall participate in any deliberation or vote of the Board of Directors regarding a transaction or issue in which the Director has a conflict of interest. Form 990, Part VI, Section B, line 15 The organization conducts a general compensation study every 3 or 4 years. If a new position is created between studies, or if duties change within an existing position, a special study will be conducted for that position. In respect to the position of CEO, a study was last conducted July 22, 2010 by a Certified Compensation Professional. The study included a review of comparable compensation and benefits data from 8 published survey sources. Factors considered include experience, employment site, industry, organization size and budget. Form 990, Part VI, Section C, line 19 Annual audited financial statements are posted on the organization's website for public inspection. Governing documents and the organization's conflict of interest policy are not made directly available by the organization. However, the organization's governing documents are available through the Arizona Corporation Commission. Community Behavioral Health Properties of So Az LLC (CBHP) 535 N Wilmot Rd Suite 201 Tucson AZ 85711 860792518 Property Ownership and Landlord Functions AZ 1936638 11307601 N/A Community Partnership Housing LLC (CPH) 535 N Wilmot Rd Suite 201 Tucson AZ 85711 860792518 Providing Affordable Housing to Low Income Behavioral Health Patients. AZ 332276 1913566 N/A Community Partnership Housing - Elvira LLC (CPH Elvira) 535 N Wilmot Rd Suite 201 Tucson AZ 85711 860792518 Providing Affordable Housing to Low Income Behavioral Health Patients. AZ 306 N/A Sonrisa Apartments Inc 535 N Wilmot Rd Suite 201 Tucson AZ 85711 270326025 Multi-family Housing Facility for Persons with Serious Mental Illness AZ 501(c)(3) 7 N/A 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0