THE NARBHA INSTITUTE
Cite this
Plain text THE NARBHA INSTITUTE. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/the-narbha-institute-866037149. Retrieved 2026-11-02.
APA furp.org. (n.d.). THE NARBHA INSTITUTE [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 2, 2026, from https://furp.org/org/the-narbha-institute-866037149
MLA “THE NARBHA INSTITUTE.” furp.org, tax years 2009–2024, https://furp.org/org/the-narbha-institute-866037149. Accessed 2 Nov. 2026.
Retrieved 2026-11-02; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $9.1M · expenses $14.6M · assets $73.1M
- EIN
- 86-6037149
- Address
- 616 N BEAVER ST, FLAGSTAFF, AZ 86001-3012
- Website
- WWW.NARBHAINSTITUTE.ORG
- NTEE code
- V23Z
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- March 1968 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SERVE MEDICAID MANAGED CARE SUBCONTRACT, SUPPORTED HOUSING FOR MENTALLY ILL, CONVENER/SUPPORTER IN HEALTH/SOCIAL DETERMINANTS. DRIVE IMPROVED MENTAL HEALTH OUTCOMES FOR VULNERABLE POPULATIONS VIA AFFILIATED AGENCY PROVIDING OUTPATIENT, INPATIENT & RESIDENTIAL SVS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
33 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Mary Jo Gregory | PRESIDENT & CEO | 2013-2024 | $897,121 | $7,147,832 | 1 |
| Teresa Bertsch Md | CMO | 2009-2024 | $512,157 | $4,875,529 | 3 |
| Michael Kuzmin | CFO | 2013-2024 | $403,878 | $2,581,476 | 3 |
| Nathan Jones | GENERAL COUNSEL | 2014-2024 | $291,044 | $2,326,033 | 3 |
| Jon Perez Phd | CHIEF PROGRAM OFFICER | 2020-2024 | $230,349 | $1,105,939 | 3 |
| Devon Forrest | VP COMMUNITY SERVICES | 2020-2024 | $282,934 | $1,084,668 | 3 |
| Shawn Nau | EXECUTIVE VP & COO (BEG. 4.22.24) | 2012-2024 | $294,043 | $811,370 | 1 |
| Denise Taylor | DIRECTOR OF FINANCIAL OPER | 2022-2024 | $142,434 | $426,040 | 1 |
| Vincent Berkley | TREASURER | 2020-2024 | $54,000 | $171,400 | 1 |
| Michael Loven | SECRETARY | 2022-2024 | $18,000 | $39,600 | 1 |
| James Dykes | DIRECTOR & VP | 2021-2024 | $24,000 | $38,400 | 3 |
| Linda Buchanan | DIRECTOR | 2023-2024 | $8,000 | $8,000 | 2 |
| Michael Pattinson (former) | Former CEO | 2009-2013 | $317,454 | $1,449,434 | 1 |
| Judith Marfechuk (former) | CHIEF ACCOUNTING OFFICER | 2013-2021 | $208,963 | $1,440,858 | 1 |
| Amy Jelliffe (former) | DEPUTY MEDICAL DIRECTOR | 2010-2015 | $245,241 | $1,163,015 | 2 |
| Lauren Lauder (former) | TNI VP PATIENT SVCS | 2019-2022 | $117,860 | $1,113,399 | 8 |
| Douglas Zimmerman (former) | Former CFO | 2009-2013 | $211,034 | $1,030,403 | 1 |
| Lindsay Miller (former) | CIO | 2011-2015 | $234,209 | $924,406 | 2 |
| Mark Carroll (former) | CHIEF HEALTH OFFICER | 2017-2019 | $321,564 | $909,096 | 1 |
| Susan Morley (former) | Director of Administrative Services | 2009-2011 | $226,980 | $598,093 | 1 |
| Jill Kennedy (former) | Contract Compliance Administrator/Legal Counsel | 2011-2013 | $187,192 | $498,946 | 1 |
| Susan Rathjen (former) | Director of Quality Management | 2009-2011 | $161,643 | $480,353 | 1 |
| James Cook (former) | CFO | 2015-2017 | $88,082 | $389,342 | 2 |
| Laura Hartgroves (former) | NETWORK DEVELOPER | 2013-2015 | $127,623 | $383,574 | 1 |
| Eric Marcus (former) | CHIEF OPERATING OFFICER | 2018-2019 | $153,526 | $327,871 | 1 |
| John McKever (former) | CIO | 2009-2010 | $154,465 | $306,184 | 1 |
| Raymond Johnson (former) | Chief Clinical Officer | 2009-2010 | $153,229 | $304,803 | 1 |
| Jennie Mcmillian (former) | CHIEF CLINICAL OFFICER | 2014-2015 | $116,911 | $247,111 | 1 |
| Russ Burdick (former) | Corporate Compliance Officer | 2009 | $128,893 | $128,893 | 1 |
| Stephanie Earl (former) | PHARMACY DIRECTOR | 2015 | $127,265 | $127,265 | 2 |
| Jennifer Mcaleer (former) | Corporate Compliance Officer | 2012 | $111,897 | $111,897 | 1 |
| Jim Dykes (former) | VICE-PRESIDENT | 2015-2020 | $3,000 | $53,475 | 1 |
| Celeste Irons (former) | DIRECTOR THRU 8/10/2023 | 2013-2023 | $7,200 | $7,200 | 2 |
Officers and directors, no compensation reported
18 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| James Wurgler (former) | VICE-PRESIDENT (THRU 11/2019) | 2009-2019 | 6 | $0 reported | 1 |
| Marriner Cardon (former) | SECRETARY (THRU 1/2019) | 2009-2018 | 2 | $0 reported | 1 |
| Barbara Bartell (former) | Board Member-Secretary | 2009-2014 | 1 | $0 reported | 1 |
| Harvey Grady (former) | Board Member - Vice Chair | 2009-2014 | 1 | $0 reported | 1 |
| Karen Kuebler (former) | Board Member | 2011-2014 | 1 | $0 reported | 1 |
| Mark Sippel (former) | Board Member | 2009-2014 | 2 | $0 reported | 1 |
| Lina Wallen (former) | Board Member-Treasurer | 2009-2014 | 2 | $0 reported | 1 |
| Dennis Bigelow (former) | Board Member-Vice-Chair | 2009-2013 | 2 | $0 reported | 1 |
| Susan Ramsey (former) | Board Member | 2010-2013 | 1 | $0 reported | 1 |
| Clay Overson (former) | Board Member-Secretary | 2009-2012 | 4 | $0 reported | 1 |
| Lupe Rocha (former) | Board Member | 2010-2012 | 2 | $0 reported | 1 |
| Thomas Chacon (former) | Board Member | 2011-2012 | 2 | $0 reported | 1 |
| Jennifer Dufresne (former) | Board Member | 2009-2010 | 1 | $0 reported | 1 |
| Stephen Kahne (former) | Board Member | 2009-2010 | 4 | $0 reported | 1 |
| Mark Haag (former) | Board Member | 2009 | 2 | $0 reported | 1 |
| William Jeffers Jr (former) | Board Member | 2009 | 4 | $0 reported | 1 |
| Frank Lucero (former) | Board Member | 2009 | 4 | $0 reported | 1 |
| Ed Naylor (former) | Board Member | 2009 | 5 | $0 reported | 1 |
People by year
2024 · 12 people listed · 12 paid, $3.2M · 12 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 37 | $867,657 | $0 | $29,464 | $897,121 | 1 |
| TERESA BERTSCH | CMO | 28 | $479,493 | $0 | $32,664 | $512,157 | 3 |
| MICHAEL KUZMIN | CFO | 20 | $379,297 | $0 | $24,581 | $403,878 | 3 |
| SHAWN NAU | EXECUTIVE VP & COO (BEG. 4.22.24) | 40 | $272,781 | $0 | $21,262 | $294,043 | 1 |
| NATHAN JONES | GENERAL COUNSEL | 20 | $276,277 | $0 | $14,767 | $291,044 | 3 |
| DEVON FORREST | VP COMMUNITY SERVICES | 4 | $282,934 | $0 | $0 | $282,934 | 3 |
| JON PEREZ | CHIEF PROGRAM OFFICER | 39 | $229,026 | $0 | $1,323 | $230,349 | 3 |
| DENISE TAYLOR | DIRECTOR OF FINANCIAL OPER | 30 | $124,378 | $0 | $18,056 | $142,434 | 1 |
| VINCENT BERKLEY | TREASURER | 1 | $54,000 | $0 | $0 | $54,000 | 1 |
| JAMES DYKES | DIRECTOR & VP | 2 | $24,000 | $0 | $0 | $24,000 | 3 |
| MICHAEL LOVEN | SECRETARY | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| LINDA BUCHANAN | DIRECTOR | 1 | $8,000 | $0 | $0 | $8,000 | 2 |
2023 · 12 people listed · 11 paid, $2.7M · 13 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 47 | $792,330 | $0 | $30,183 | $822,513 | 1 |
| TERESA BERTSCH | TNI VP MEDICAL OPERATIONS | 28 | $458,194 | $0 | $31,168 | $489,362 | 3 |
| MICHAEL KUZMIN | TNI-CFO | 20 | $326,349 | $0 | $20,649 | $346,998 | 3 |
| DEVON FORREST | TNI DIRECTOR OF SUPPORT SVS | 4 | $275,353 | $0 | $5,120 | $280,473 | 3 |
| NATHAN JONES | GENERAL COUNSEL | 20 | $260,721 | $0 | $12,729 | $273,450 | 3 |
| JON PEREZ | CHIEF PROGRAM OFFICER | 38 | $219,727 | $0 | $1,352 | $221,079 | 3 |
| DENISE TAYLOR | DIRECTOR OF FINANCIAL OPERATIONS | 30 | $137,134 | $0 | $18,142 | $155,276 | 1 |
| VINCENT BERKLEY | TREASURER | 1 | $50,400 | $0 | $0 | $50,400 | 1 |
| JAMES DYKES | DIRECTOR & VP 01/2020 | 2 | $14,400 | $0 | $0 | $14,400 | 3 |
| MICHAEL LOVEN | SECRETARY | 1 | $9,600 | $0 | $0 | $9,600 | 1 |
| CELESTE IRONS | DIRECTOR THRU 8/10/2023 | 1 | $7,200 | $0 | $0 | $7,200 | 2 |
| LINDA BUCHANAN | DIRECTOR STARTED 4/8/2024 | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 12 people listed · 10 paid, $2.5M · 14 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 40 | $697,534 | $0 | $28,495 | $726,029 | 1 |
| TERESA BERTSCH | TNI VP MEDICAL OPERATIONS | 12 | $413,486 | $0 | $55,345 | $468,831 | 3 |
| MICHAEL KUZMIN | TNI-CFO | 20 | $287,978 | $0 | $19,903 | $307,881 | 3 |
| NATHAN JONES | GENERAL COUNSEL | 20 | $248,911 | $0 | $19,618 | $268,529 | 3 |
| DEVON FORREST | TNI DIRECTOR OF SUPPORT SVCS | 1 | $249,549 | $0 | $8,724 | $258,273 | 3 |
| JON PEREZ | VP WNC LIVABLE COMMUNITIES | 40 | $209,768 | $0 | $1,352 | $211,120 | 3 |
| DENISE TAYLOR | DIRECTOR OF FINANCIAL OPERATIONS | 40 | $111,682 | $0 | $16,648 | $128,330 | 1 |
| LAUREN LAUDER | TNI VP PATIENT SVCS | 2 | $102,199 | $0 | $15,661 | $117,860 | 8 |
| VINCENT BERKLEY | DIRECTOR | 2 | $36,000 | $0 | $0 | $36,000 | 1 |
| MICHAEL LOVEN | DIRECTOR | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| JAMES DYKES | DIRECTOR & VP 01/2020 | 4 | $0 | $0 | $0 | $0 | 3 |
| CELESTE IRONS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2021 · 11 people listed · 9 paid, $2.5M · 12 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 47 | $568,443 | $0 | $25,613 | $594,056 | 1 |
| TERESA BERTSCH | TNI VP MEDICAL OPERATIONS | 12 | $367,099 | $0 | $25,614 | $392,713 | 3 |
| LAUREN LAUDER | TNI VP PATIENT SVCS | 2 | $325,710 | $0 | $42,906 | $368,616 | 8 |
| MICHAEL KUZMIN | TNI-CFO | 20 | $281,082 | $0 | $17,928 | $299,010 | 3 |
| NATHAN JONES | GENERAL COUNSEL | 20 | $232,475 | $0 | $13,038 | $245,513 | 3 |
| JON PEREZ | VP WNC LIVABLE COMMUNITIES | 40 | $196,583 | $0 | $25,829 | $222,412 | 3 |
| JUDITH MARFECHUK | CHIEF ACCOUNTING OFFICER | 34 | $195,497 | $0 | $13,466 | $208,963 | 1 |
| DEVON FORREST | TNI DIRECTOR OF SUPPORT SVCS | 1 | $139,508 | $0 | $0 | $139,508 | 3 |
| VINCENT BERKLEY | DIRECTOR | 2 | $19,000 | $0 | $0 | $19,000 | 1 |
| JAMES DYKES | DIRECTOR & VP 01/2020 | 4 | $0 | $0 | $0 | $0 | 3 |
| CELESTE IRONS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2020 · 11 people listed · 10 paid, $2.5M · 12 employees · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 47 | $689,584 | $0 | $24,304 | $713,888 | 1 |
| TERESA BERTSCH | VP MEDICAL AFFAIRS | 12 | $353,178 | $0 | $26,304 | $379,482 | 3 |
| LAUREN LAUDER | VP PATIENT SVCS | 4 | $304,429 | $0 | $39,706 | $344,135 | 8 |
| MICHAEL KUZMIN | CFO | 20 | $271,136 | $0 | $20,069 | $291,205 | 3 |
| NATHAN JONES | GENERAL COUNSEL | 20 | $235,276 | $0 | $12,078 | $247,354 | 3 |
| JON PEREZ | VP LIVABLE COMM | 40 | $183,615 | $0 | $37,364 | $220,979 | 3 |
| JUDITH MARFECHUK | CHIEF ACCOUNTING OFFICER | 34 | $155,175 | $0 | $14,087 | $169,262 | 1 |
| DEVON FORREST | DIRECTOR OF SUPPORT | 4 | $123,480 | $0 | $0 | $123,480 | 3 |
| VINCENT BERKLEY | DIRECTOR | 4 | $12,000 | $0 | $0 | $12,000 | 1 |
| JIM DYKES | VICE-PRESIDENT | 4 | $3,000 | $0 | $0 | $3,000 | 1 |
| CELESTE IRONS | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 2 |
2019 · 11 people listed · 9 paid, $2.2M · 13 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 47 | $471,568 | $0 | $17,706 | $489,274 | 1 |
| MARK CARROLL | CHIEF HEALTH OFFICER | 40 | $294,095 | $0 | $27,469 | $321,564 | 1 |
| TERESA BERTSCH | VP MEDICAL AFFAIRS | 16 | $295,111 | $0 | $19,250 | $314,361 | 3 |
| LAUREN LAUDER | VP PATIENT SVCS | 4 | $258,136 | $0 | $24,652 | $282,788 | 8 |
| MICHAEL KUZMIN | CFO | 20 | $226,796 | $0 | $16,159 | $242,955 | 3 |
| NATHAN JONES | GENERAL COUNSEL | 20 | $179,492 | $0 | $12,400 | $191,892 | 3 |
| JUDITH MARFECHUK | CHIEF ACCOUNTING OFFICER | 34 | $142,119 | $0 | $14,169 | $156,288 | 1 |
| ERIC MARCUS | CHIEF OPERATING OFFICER | 26 | $133,193 | $0 | $20,333 | $153,526 | 1 |
| JIM DYKES | VICE-PRESIDENT | 4 | $18,000 | $0 | $0 | $18,000 | 1 |
| JAMES WURGLER | VICE-PRESIDENT (THRU 11/2019) | 6 | $0 | $0 | $0 | $0 | 1 |
| CELESTE IRONS | SECRETARY | 4 | $0 | $0 | $0 | $0 | 2 |
2018 · 10 people listed · 7 paid, $1.5M · 11 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 47 | $493,487 | $0 | $28,388 | $521,875 | 1 |
| MARK CARROLL | CHIEF HEALTH OFFICER | 40 | $310,671 | $0 | $49,782 | $360,453 | 1 |
| NATHAN JONES | LEGAL COUNSEL | 20 | $170,689 | $0 | $13,996 | $184,685 | 3 |
| ERIC MARCUS | CHIEF OPERATING OFFICER | 25 | $146,205 | $0 | $28,140 | $174,345 | 1 |
| JUDITH MARFECHUK | CONTROLLER | 35 | $149,452 | $0 | $14,675 | $164,127 | 1 |
| MICHAEL KUZMIN | CFO | 16 | $48,141 | $0 | $5,855 | $53,996 | 3 |
| JIM DYKES | DIRECTOR | 4 | $32,475 | $0 | $0 | $32,475 | 1 |
| JAMES WURGLER | VICE-PRESIDENT (THRU 11/2019) | 6 | $0 | $0 | $0 | $0 | 1 |
| MARRINER CARDON | SECRETARY (THRU 1/2019) | 2 | $0 | $0 | $0 | $0 | 1 |
| CELESTE IRONS | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 2 |
2017 · 9 people listed · 5 paid, $1.1M · 10 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 47 | $441,469 | $0 | $22,042 | $463,511 | 1 |
| MARK CARROLL | CHIEF HEALTH OFFICER | 40 | $197,880 | $0 | $29,199 | $227,079 | 1 |
| NATHAN JONES | LEGAL COUNSEL | 45 | $147,695 | $0 | $11,020 | $158,715 | 3 |
| JUDITH MARFECHUK | CONTROLLER | 35 | $131,460 | $0 | $11,020 | $142,480 | 1 |
| JAMES COOK | CFO | 40 | $83,538 | $0 | $4,544 | $88,082 | 2 |
| JAMES WURGLER | VICE-PRESIDENT | 6 | $0 | $0 | $0 | $0 | 1 |
| MARRINER CARDON | SECRETARY | 4 | $0 | $0 | $0 | $0 | 1 |
| JIM DYKES | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| CELESTE IRONS | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 2 |
2016 · 7 people listed · 4 paid, $952K · 8 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 47 | $433,058 | $0 | $19,058 | $452,116 | 1 |
| JAMES COOK | CFO | 40 | $192,011 | $0 | $9,680 | $201,691 | 2 |
| NATHAN JONES | LEGAL COUNSEL | 45 | $142,968 | $0 | $9,827 | $152,795 | 3 |
| JUDITH MARFECHUK | CONTROLLER | 35 | $135,827 | $0 | $9,725 | $145,552 | 1 |
| JAMES WURGLER | VICE-PRESIDENT | 6 | $0 | $0 | $0 | $0 | 1 |
| MARRINER CARDON | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| JIM DYKES | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
2015 · 15 people listed · 12 paid, $3.1M · 122 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO | 48 | $810,760 | $0 | $23,695 | $834,455 | 1 |
| TERESA BERTSCH | CHIEF MEDICAL OFFICER | 48 | $349,633 | $0 | $49,212 | $398,845 | 3 |
| SHAWN NAU | COO | 60 | $283,164 | $0 | $10,699 | $293,863 | 1 |
| MICHAEL KUZMIN | CFO | 45 | $240,783 | $0 | $25,723 | $266,506 | 3 |
| AMY JELLIFFE | DEPUTY MEDICAL DIRECTOR | 44 | $208,678 | $0 | $36,563 | $245,241 | 2 |
| LINDSAY MILLER | CIO | 52 | $212,512 | $0 | $21,697 | $234,209 | 2 |
| NATHAN JONES | LEGAL COUNSEL | 45 | $173,493 | $0 | $14,292 | $187,785 | 3 |
| JUDITH MARFECHUK | CONTROLLER | 48 | $133,525 | $0 | $28,748 | $162,273 | 1 |
| LAURA HARTGROVES | NETWORK DEVELOPER | 52 | $113,450 | $0 | $14,173 | $127,623 | 1 |
| STEPHANIE EARL | PHARMACY DIRECTOR | 42 | $116,859 | $0 | $10,406 | $127,265 | 2 |
| JENNIE MCMILLIAN | CHIEF CLINICAL OFFICER | 46 | $106,483 | $0 | $10,428 | $116,911 | 1 |
| JAMES COOK | CFO | 40 | $95,159 | $0 | $4,410 | $99,569 | 2 |
| JAMES WURGLER | VICE-PRESIDENT | 6 | $0 | $0 | $0 | $0 | 1 |
| MARRINER CARDON | SECRETARY | 4 | $0 | $0 | $0 | $0 | 1 |
| JIM DYKES | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
2014 · 18 people listed · 10 paid, $2.2M · 123 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mary Jo Gregory | President and CEO | 51 | $427,031 | $0 | $16,965 | $443,996 | 1 |
| Teresa Bertsch | Chief Medical Officer | 47 | $275,381 | $0 | $60,148 | $335,529 | 3 |
| Amy Jelliffe | Children's Medical Administrator | 42 | $204,190 | $0 | $39,073 | $243,263 | 2 |
| Michael Kuzmin | CFO | 44 | $204,930 | $0 | $30,510 | $235,440 | 3 |
| Shawn Nau | COO | 51 | $202,978 | $0 | $20,486 | $223,464 | 1 |
| Lindsay Miller | CIO/Chief Business Officer | 49 | $175,920 | $0 | $28,883 | $204,803 | 2 |
| Judith Marfechuk | Controller | 47 | $116,609 | $0 | $34,167 | $150,776 | 1 |
| Jennie McMillian | Chief Clinical Officer | 45 | $113,408 | $0 | $16,792 | $130,200 | 1 |
| Laura Hartgroves | Director of Network & System Development | 48 | $108,120 | $0 | $19,537 | $127,657 | 1 |
| Nathan Jones | Corporate Compliance OFficer/Lead Counsel | 47 | $108,769 | $0 | $15,502 | $124,271 | 3 |
| Barbara Bartell | Board Member-Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Marriner Cardon | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Harvey Grady | Board Member - Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Kuebler | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Sippel | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Lina Wallen | Board Member-Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| James Wurgler | Board Member-Board Chair | 6 | $0 | $0 | $0 | $0 | 1 |
| Celeste Irons | Board Member | 2 | $0 | $0 | $0 | $0 | 2 |
2013 · 21 people listed · 10 paid, $2.0M · 119 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Teresa Bertsch | Chief Medical Officer | 46 | $267,346 | $0 | $59,310 | $326,656 | 3 |
| Michael Pattinson | Former CEO | 53 | $284,987 | $0 | $32,467 | $317,454 | 1 |
| Douglas Zimmerman | Former CFO | 48 | $184,790 | $0 | $26,244 | $211,034 | 1 |
| Amy Jelliffe | Children's Medical Administrator | 36 | $161,679 | $0 | $38,008 | $199,687 | 2 |
| Lindsay Miller | CIO/Chief Business Officer | 49 | $166,566 | $0 | $28,883 | $195,449 | 2 |
| Mary Jo Gregory | President and CEO | 51 | $179,273 | $0 | $9,725 | $188,998 | 1 |
| Jill Kennedy | Contract Compliance Administrator/Legal Counsel | 64 | $165,349 | $0 | $21,843 | $187,192 | 1 |
| Judith Marfechuk | Controller | 48 | $106,208 | $0 | $34,929 | $141,137 | 1 |
| Michael Kuzmin | CFO | 42 | $118,236 | $0 | $15,371 | $133,607 | 3 |
| Laura Hartgroves | Director of Network & System Development | 45 | $109,585 | $0 | $18,709 | $128,294 | 1 |
| Barbara Bartell | Board Member-Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Dennis Bigelow | Board Member-Vice-Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Marriner Cardon | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Harvey Grady | Board Member-2nd Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Kuebler | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Susan Ramsey | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Sippel | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Lina Wallen | Board Member-Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| James Wurgler | Board Member-Board Chair | 6 | $0 | $0 | $0 | $0 | 1 |
| Shawn Nau | Board Member | 12 | $0 | $0 | $0 | $0 | 1 |
| Celeste Irons | Board Member | 2 | $0 | $0 | $0 | $0 | 2 |
2012 · 20 people listed · 7 paid, $1.5M · 109 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Michael Pattinson | CEO | 52 | $304,138 | $0 | $40,027 | $344,165 | 1 |
| Teresa Bertsch | Chief Medical Officer | 47 | $275,254 | $0 | $58,308 | $333,562 | 3 |
| Douglas Zimmerman | CFO | 47 | $167,632 | $0 | $50,172 | $217,804 | 1 |
| Amy Jelliffe | Children's Medical Administrator | 31 | $143,152 | $0 | $36,416 | $179,568 | 2 |
| Jill Kennedy | Contract Compliance Administrator/Legal Counsel | 64 | $147,635 | $0 | $27,675 | $175,310 | 1 |
| Lindsay Miller | CIO/Chief Business Officer | 52 | $132,199 | $0 | $21,286 | $153,485 | 2 |
| Jennifer Mcaleer | Corporate Compliance Officer | 49 | $100,532 | $0 | $11,365 | $111,897 | 1 |
| Barbara Bartell | Board Member-Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Dennis Bigelow | Board Member-Vice-Chair | 7 | $0 | $0 | $0 | $0 | 1 |
| Marriner Cardon | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Harvey Grady | Board Member-2nd Vice Chair | 3 | $0 | $0 | $0 | $0 | 1 |
| Karen Kuebler | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Susan Ramsey | Board Member | 3 | $0 | $0 | $0 | $0 | 1 |
| Shawn Nau | Board Member | 6 | $0 | $0 | $0 | $0 | 1 |
| Mark Sippel | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Lina Wallen | Board Member-Treasurer | 5 | $0 | $0 | $0 | $0 | 1 |
| James Wurgler | Board Member-Board Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Clay Overson | Board Member-Secretary | 4 | $0 | $0 | $0 | $0 | 1 |
| Lupe Rocha | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Thomas Chacon | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
2011 · 20 people listed · 8 paid, $1.6M · 123 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Teresa Bertsch | Medical Director/Chief Clinical Officer | 44 | $251,636 | $0 | $60,726 | $312,362 | 3 |
| Michael Pattinson | CEO | 49 | $253,197 | $0 | $38,851 | $292,048 | 1 |
| Susan Morley | Director of Administrative Services | 42 | $192,647 | $0 | $34,333 | $226,980 | 1 |
| Douglas Zimmerman | CFO | 48 | $153,617 | $0 | $56,169 | $209,786 | 1 |
| Amy Jelliffe | Childrens Medical Director | 30 | $132,944 | $0 | $35,224 | $168,168 | 2 |
| Susan Rathjen | Director of Quality Management | 47 | $131,971 | $0 | $29,672 | $161,643 | 1 |
| Lindsay Miller | CIO | 51 | $120,234 | $0 | $16,226 | $136,460 | 2 |
| Jill Kennedy | Contract Compliance Administrator/Legal Counsel | 54 | $110,458 | $0 | $25,986 | $136,444 | 1 |
| Barbara Bartell | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Dennis Bigelow | Board Member-Vice-Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Marriner Cardon | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Thomas Chacon | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Harvey Grady | Board Member-2nd Vice Chair | 3 | $0 | $0 | $0 | $0 | 1 |
| Karen Kuebler | Board Member | 6 | $0 | $0 | $0 | $0 | 1 |
| Clay Overson | Board Member-Secretary | 4 | $0 | $0 | $0 | $0 | 1 |
| Susan Ramsey | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Lupe Rocha | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Mark Sippel | Board Member | 3 | $0 | $0 | $0 | $0 | 1 |
| Lina Wallen | Board Member-Treasurer | 3 | $0 | $0 | $0 | $0 | 1 |
| James Wurgler | Board Member-Board Chair | 5 | $0 | $0 | $0 | $0 | 1 |
2010 · 20 people listed · 8 paid, $1.5M · 139 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Teresa Bertsch | Medical Director | 43 | $251,960 | $0 | $45,714 | $297,674 | 3 |
| Michael Pattinson | CEO | 49 | $233,441 | $0 | $22,291 | $255,732 | 1 |
| Douglas Zimmerman | CFO | 47 | $153,040 | $0 | $42,286 | $195,326 | 1 |
| Susan Morley | Director of Administrative Services | 46 | $147,893 | $0 | $37,598 | $185,491 | 1 |
| Susan Rathjen | Director of Quality Management | 47 | $131,432 | $0 | $27,335 | $158,767 | 1 |
| John McKever | CIO | 50 | $137,591 | $0 | $16,874 | $154,465 | 1 |
| Raymond Johnson | Chief Clinical Officer | 40 | $143,218 | $0 | $10,011 | $153,229 | 1 |
| Amy Jelliffe | Childrens Medical Director | 46 | $111,243 | $0 | $15,845 | $127,088 | 2 |
| Barbara Bartell | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Dennis Bigelow | Board Member-Vice-Chair | 5 | $0 | $0 | $0 | $0 | 1 |
| Marriner Cardon | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Dufresne | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Harvey Grady | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Stephen Kahne | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Clay Overson | Board Member-Secretary | 4 | $0 | $0 | $0 | $0 | 1 |
| Susan Ramsey | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Lupe Rocha | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Mark Sippel | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Lina Wallen | Board Member-Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| James Wurgler | Board Member-Board Chair | 3 | $0 | $0 | $0 | $0 | 1 |
2009 · 22 people listed · 8 paid, $1.5M · 135 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Teresa Bertsch | Medical Director | 44 | $264,090 | $0 | $49,905 | $313,995 | 3 |
| Michael Pattinson | CEO | 50 | $220,313 | $0 | $19,722 | $240,035 | 1 |
| Douglas Zimmerman | CFO | 49 | $154,278 | $0 | $42,175 | $196,453 | 1 |
| Susan Morley | Director of Administrative Services | 46 | $147,585 | $0 | $38,037 | $185,622 | 1 |
| Susan Rathjen | Director of Quality Management | 47 | $131,432 | $0 | $28,511 | $159,943 | 1 |
| John McKever | CIO | 49 | $129,920 | $0 | $21,799 | $151,719 | 1 |
| Raymond Johnson | Chief Clinical Officer | 40 | $142,778 | $0 | $8,796 | $151,574 | 1 |
| Russ Burdick | Corporate Compliance Officer | 45 | $111,651 | $0 | $17,242 | $128,893 | 1 |
| Barbara Bartell | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Dennis Bigelow | Board Member-Treasurer | 8 | $0 | $0 | $0 | $0 | 1 |
| Marriner Cardon | Board Member-Chair | 10 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Dufresne | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Harvey Grady | Board Member-Secretary | 5 | $0 | $0 | $0 | $0 | 1 |
| Mark Haag | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| William Jeffers Jr | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Stephen Kahne | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Frank Lucero | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Ed Naylor | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Clay Overson | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Mark Sippel | Board Member | 3 | $0 | $0 | $0 | $0 | 1 |
| Lina Wallen | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| James Wurgler | Board Member-Vice Chair | 5 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 3 contractors · $569K
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLTON WILSON HEALTHCARE CONSULTING | FLAGSTAFF, AZ | CONSULTING | $240,000 |
| STRATEGIC HEALTH ADVISORS INC | COTO DE CAZA, CA | CONSULTING | $180,000 |
| SIMAXX | ST PETE BEACH, FL | CONSULTING | $149,350 |
2023 · 3 contractors · $655K
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLTON WILSON HEALTHCARE CONSULTING | FLAGSTAFF, AZ | CONSULTING | $241,146 |
| SIMAXX | ST PETE BEACH, FL | CONSULTING | $230,800 |
| STRATEGIC HEALTH ADVISORS INC | COTO DE CAZA, CA | CONSULTING | $183,306 |
2022 · 2 contractors · $288K
| Name | Location | Service | Paid |
|---|---|---|---|
| STRATEGIC HEALTH ADVISORS INC | COTO DE CAZA, CA | CONSULTING | $181,161 |
| SIMAXX | ST PETE BEACH, FL | CONSULTING | $106,800 |
2021 · 2 contractors · $335K
| Name | Location | Service | Paid |
|---|---|---|---|
| STRATEGIC HEALTH ADVISORS INC | COTO DE CAZA, CA | CONSULTING | $195,000 |
| LINE OF FLIGHT-DANIEL COWAN | RINGWOOD, NJ | FILM MAKING | $139,560 |
2020 · 1 contractor · $196K
| Name | Location | Service | Paid |
|---|---|---|---|
| STRATEGIC HEALTH ADVISORS INC | COTO DE CAZA, CA | CONSULTING | $196,254 |
2019 · 2 contractors · $280K
| Name | Location | Service | Paid |
|---|---|---|---|
| STRATEGIC HEALTH ADVISORS INC | COTO DE CAZA, CA | CONSULTING | $153,157 |
| OSBORN MALEDON PA | PHOENIX, AZ | LEGAL FEES | $127,325 |
2018 · 1 contractor · $183K
| Name | Location | Service | Paid |
|---|---|---|---|
| STRATEGIC HEALTH ADVISORS INC | COTO DE CAZA, CA | CONSULTING | $182,593 |
2017 · 1 contractor · $201K
| Name | Location | Service | Paid |
|---|---|---|---|
| STRATEGIC HEALTH ADVISORS INC | COTO DE CAZA, CA | CONSULTING | $200,575 |
2016 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Child and family support | phoenix, AZ | mental HEALTH SERVICES | $777,779 |
| WEST YAVAPAI GUIDANCE CLINIC INC | PRESCOTT, AZ | MENTAL HEALTH SERVICES | $366,117 |
| Northern Arizona University | FlagstaFF, AZ | Community Needs assessment | $322,977 |
| Strategic Health Advisors Inc | Coto de Caza, CA | Consulting | $180,000 |
| MOHAVE MENTAL HEALTH CLINIC INC | KINGMAN, AZ | MENTAL HEALTH SERVICES | $159,909 |
2015 · 5 contractors · $69.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| MOHAVE MENTAL HEALTH CLINIC INC | KINGMAN, AZ | MENTAL HEALTH SERVICES | $19,824,287 |
| WEST YAVAPAI GUIDANCE CLINIC INC | PRESCOTT, AZ | MENTAL HEALTH SERVICES | $18,682,133 |
| THE GUIDANCE CENTER INC | FLAGSTAFF, AZ | MENTAL HEALTH SERVICES | $11,088,854 |
| SOUTHWEST BEHAVIORAL HEALTH SERVICES IN | PHOENIX, AZ | MENTAL HEALTH SERVICES | $10,532,456 |
| SPECTRUM HEALTHCARE GROUP INC | COTTONWOOD, AZ | MENTAL HEALTH SERVICES | $9,317,895 |
2014 · 5 contractors · $81.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Mohave Mental Health Clinic Inc | Kingman, AZ | Mental Health Services | $21,883,053 |
| West Yavapai Guidance Clinic Inc | Prescott, AZ | Mental Health Services | $21,242,257 |
| The Guidance Center | Flagstaff, AZ | Mental Health Services | $13,647,810 |
| Community Partnership of Southern Arizona | Tucson, AZ | Pharmacy Benefits Manager | $12,815,982 |
| Southwest Behavioral Health Serivces Inc | Phoenix, AZ | Mental Health Services | $11,417,670 |
2013 · 5 contractors · $74.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| West Yavapai Guidance Clinic | Mental Health Services | $20,228,739 | |
| Mohave Mental Health Clinic | Mental Health Services | $19,336,826 | |
| Community Partnership of Southern Arizona | Pharmacy Benefits Manager | $13,053,658 | |
| The Guidance Center | Mental Health Services | $11,730,160 | |
| Verde Valley Guidance Clinic | Mental Health Services | $9,707,360 |
2012 · 5 contractors · $74.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| Mohave Mental Health Clinic | Kingman, AZ | Mental Health Services | $21,180,019 |
| West Yavapai Guidance Clinic | Prescott, AZ | Mental Health Services | $18,446,921 |
| Community Partnership of Southern Arizona | Tucson, AZ | Pharmacy Benefits Manager | $13,125,851 |
| The Guidance Center | Flagstaff, AZ | Mental Health Services | $11,593,238 |
| Verde Valley Guidance Clinic | Cottonwood, AZ | Mental Health Services | $10,576,706 |
2011 · 5 contractors · $80.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| Mohave Mental Health Clinic | Kingman, AZ | Mental Health Services | $21,462,900 |
| Community Partnership of Southern Arizona | Tucson, AZ | Pharmacy Benefits Manager | $19,329,986 |
| West Yavapai Guidance Clinic | Prescott, AZ | Mental Health Services | $15,696,222 |
| The Guidance Center | Flagstaff, AZ | Mental Health Services | $12,615,885 |
| Community Counseling Centers Inc | Holbrook, AZ | Mental Health Services | $11,019,918 |
2010 · 5 contractors · $78.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Community Partnership of Southern Arizona | Tucson, AZ | Pharmacy Benefits Manager | $20,135,257 |
| Mohave Mental Health Clinic | Kingman, AZ | Mental Health Services | $18,913,444 |
| West Yavapai Guidance Clinic | Prescott, AZ | Mental Health Services | $17,932,908 |
| The Guidance Center | Flagstaff, AZ | Mental Health Services | $11,595,303 |
| Community Counseling Centers Inc | Holbrook, AZ | Mental Health Services | $9,884,951 |
2009 · 5 contractors · $43.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Mohave Mental Health Clinic | Kingman, AZ | Mental Health Services | $10,349,916 |
| West Yavapai Guidance Clinic | Prescott, AZ | Mental Health Services | $9,395,430 |
| Community Partnership of Southern Arizona | Tucson, AZ | Pharmacy Benefits Manager | $9,006,490 |
| The Guidance Center | Flagstaff, AZ | Mental Health Services | $8,835,645 |
| Community Counseling Centers Inc | Holbrook, AZ | Mental Health Services | $5,648,363 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 55 grants to organizations · $7.2M · 1 returned · -$150K
Listed grants add up to $7,022,248; the return's “grants paid” expense line says $7,121,281. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 59 grants to organizations · $8.4M · 1 returned · -$363K
2022 · 46 grants to organizations · $11.2M
Listed grants add up to $11,152,645; the return's “grants paid” expense line says $11,552,242. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 25 grants to organizations · $3.9M
Listed grants add up to $3,923,935; the return's “grants paid” expense line says $4,024,170. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 30 grants to organizations · $7.1M
Listed grants add up to $7,138,333; the return's “grants paid” expense line says $7,232,628. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 39 grants to organizations · $5.0M
2018 · 28 grants to organizations · $3.9M
Listed grants add up to $3,871,277; the return's “grants paid” expense line says $3,959,973. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 29 grants to organizations · $1.6M
Listed grants add up to $1,565,508; the return's “grants paid” expense line says $1,489,614. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 37 grants to organizations · $2.8M
Listed grants add up to $2,761,531; the return's “grants paid” expense line says $2,091,478. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 25 grants to organizations · $1.3M
Listed grants add up to $1,310,487; the return's “grants paid” expense line says $1,576,225. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 10 grants to organizations · $776K
2009 · 5 grants to organizations · $60K
Listed grants add up to $60,021; the return's “grants paid” expense line says $62,021. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $9,120,552 | $14,593,713 | $73,101,710 | $71,251,692 | $1,319,841 | $7,170,542 | $2,140,561 | 12 | 0 |
| 2023 · Form 990 | ||||||||
| $11,163,371 | $14,529,585 | $74,939,498 | $73,141,943 | $2,419,524 | $7,751,583 | $1,729,866 | 13 | 1 |
| 2022 · Form 990 | ||||||||
| $16,545,896 | $17,267,833 | $74,468,814 | $68,848,295 | $2,819,085 | $13,687,932 | $1,375,104 | 14 | 2 |
| 2021 · Form 990 | ||||||||
| $8,753,201 | $8,765,928 | $66,577,625 | $65,804,096 | $3,805,583 | $4,201,903 | $1,274,636 | 12 | 2 |
| 2020 · Form 990 | ||||||||
| $11,384,795 | $11,524,917 | $73,143,393 | $71,926,575 | $3,367,373 | $6,910,967 | $1,175,865 | 12 | 1 |
| 2019 · Form 990 | ||||||||
| $12,092,859 | $8,780,174 | $69,675,321 | $68,996,186 | $4,830,876 | $6,379,202 | $1,074,227 | 13 | 2 |
| 2018 · Form 990 | ||||||||
| $8,431,363 | $8,223,614 | $66,174,390 | $65,560,640 | $3,376,329 | $4,223,491 | $1,083,973 | 11 | 4 |
| 2017 · Form 990 | ||||||||
| $6,427,843 | $4,630,648 | $65,040,397 | $64,649,158 | $4,276,240 | $1,322,574 | $1,072,425 | 10 | 4 |
| 2016 · Form 990 | ||||||||
| $7,577,042 | $4,722,658 | $55,695,505 | $55,470,324 | $5,953,979 | $705,200 | $861,871 | 8 | 9 |
| 2015 · Form 990 | ||||||||
| $7,685,437 | $3,766,660 | $52,571,185 | $51,887,409 | $6,454,150 | $703,037 | $554,345 | 122 | 8 |
| 2014 · Form 990 | ||||||||
| $198,540,561 | $193,623,895 | $58,049,979 | $47,939,127 | $197,900,920 | $75,373 | $1,443,235 | 123 | 8 |
| 2013 · Form 990 | ||||||||
| $159,964,258 | $156,345,873 | $47,741,751 | $43,022,461 | $159,285,096 | $78,395 | $1,005,718 | 119 | 25 |
| 2012 · Form 990 | ||||||||
| $148,319,488 | $142,165,767 | $47,837,297 | $39,190,934 | $147,719,605 | $0 | $1,067,503 | 109 | 25 |
| 2011 · Form 990 | ||||||||
| $148,499,986 | $142,775,399 | $44,538,309 | $33,037,213 | $147,895,251 | $0 | $894,380 | 123 | 25 |
| 2010 · Form 990 | ||||||||
| $149,200,967 | $148,132,294 | $36,881,378 | $27,312,625 | $148,614,025 | $0 | $781,755 | 139 | 25 |
| 2009 · Form 990 | ||||||||
| $146,854,281 | $144,786,766 | $34,105,530 | $26,243,952 | $146,238,220 | $0 | $746,627 | 135 | 25 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- GUIDANCE CENTER INC Flagstaff, AZ · 6 people in common (Devon Forrest, James Dykes, Jon Perez Phd) · related organization (Schedule R)
- COCONINO COUNTY SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE Flagstaff, AZ · 4 people in common (James Dykes, Jon Perez Phd, Linda Buchanan) · related organization (Schedule R)
- PRIME HOUSING INC Flagstaff, AZ · 3 people in common (Devon Forrest, Michael Kuzmin, Teresa Bertsch Md)
Funders of this organization
2 grantors reported grants to this organization, $23,102 in all, tax years 2017 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| HEALTH FIRST FOUNDATION-NORTHERN ARIZONA | DAF sponsor | Exact | 2017 | 1 | $12,334 | 2017 | $12,334 | show |
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY FIRST | Public charity | Exact | 2024 | 1 | $10,768 | 2024 | $10,768 | show |
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| HUNTINGTON YOUTH BUREAU YOUTH DEVELOPMENT RESEARCH INSTITUTE INC | NY | V23 | $2,087,216 | $2,106,392 | PRESIDENT | $162,903 | Same NTEE code V23, revenue within 5x |
| CHICAGO PSYCHOANALYTIC INSTITUTE | IL | V23 | $2,437,846 | $2,449,949 | PRESIDENT | $137,853 | Same NTEE code V23, revenue within 5x |
| ASSOCIATION FOR ADVANCEMENT OF THE BEHAVIORAL THERAPIES INC | NY | V23 | $3,035,011 | $3,206,681 | CHIEF EXECUTIVE OFFICER | $222,936 | Same NTEE code V23, revenue within 5x |
| BRAZELTON TOUCHPOINTS PROJECT INC | MA | V23 | $2,515,980 | $1,510,797 | PRESIDENT | $14,725 | Same NTEE code V23, revenue within 5x |
| HIGHER AMBITION LEADERSHIP ALLIANCE INC | MA | V23 | $1,826,986 | $1,947,520 | EXECUTIVE DIRECTOR OF LEAD | $220,000 | Same NTEE code V23, revenue within 5x |
| MEMORIAL HERMANN COMMUNITY BENEFIT CORPORATION | TX | V23 | $20,400,729 | $21,036,839 | President | $6,061,094 | Same NTEE code V23, revenue within 5x |
| RESEARCH CENTER FOR CHILDREN YOUTH & FAMILIES INC | VT | V23 | $1,890,968 | $1,567,948 | PRESIDENT | $106,647 | Same NTEE code V23, revenue within 5x |
| SOCIETY FOR PERSONALITY ASSESSMENT FOUNDATION | VA | V23 | $2,302,702 | $978,554 | CHIEF EXECUTIVE OFFICER | $146,504 | Same NTEE code V23, revenue within 5x |
| WILLIAM R KENAN JR FUND FOR ETHICS | NC | V23 | $2,347,152 | $1,632,650 | VICE PRESIDENT/DIRECTOR | $0 | Same NTEE code V23, revenue within 5x |
| BAY AREA GESTALT INSTITUTE | CA | V23 | $1,544,264 | $1,265,426 | TREASURER | $0 | Same NTEE code V23, revenue within 10x |
| HUMAN RELATIONS AREA FILES INCORPORATED | CT | V23 | $1,433,509 | $1,494,860 | PRESIDENT | $7,819 | Same NTEE code V23, revenue within 10x |
| HUMAN RESOURCES RESEARCH ORGANIZATION | VA | V23 | $69,540,238 | $59,953,113 | PRESIDENT | $590,567 | Same NTEE code V23, revenue within 10x |
| CUMMINGS FOUNDATION FOR BEHAVIORAL HEALTH | NV | V23 | $1,530,761 | $1,942,457 | EXECUTIVE DIRECTOR | $284,068 | Same NTEE code V23, revenue within 10x |
| PINNACLE CENTER INC | AZ | V23 | $114,961 | $98,296 | CEO AND PRESIDENT | $75,565 | Same NTEE code V23, revenue differs more than 10x, same state |
| TRANSPERSONAL INSTITUTE | CA | V23 | $90,178 | $122,741 | Board Member | $11,061 | Same NTEE code V23, revenue differs more than 10x |
| THE NATIONAL INSTITUTE FOR PLAY | CA | V23 | $133,994 | $156,456 | OFFICER | $24,000 | Same NTEE code V23, revenue differs more than 10x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $14,593,713 spent · pay $3,372,540 · grants $7,121,281 · events $106,131
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,121,281 | $7,121,281 | - | - | 48.8% | |
| Pay: officers, directors, trustees, key employees | $2,140,561 | $970,917 | $1,169,644 | - | 14.7% | |
| Fees: other services | $1,918,273 | $1,057,091 | $861,182 | - | 13.1% | |
| Other salaries and wages | $928,270 | $727,520 | $200,750 | - | 6.4% | |
| Office expenses | $464,834 | $436,118 | $28,716 | - | 3.2% | |
| Occupancy | $455,520 | $438,617 | $16,903 | - | 3.1% | |
| Depreciation and depletion | $379,801 | $364,372 | $15,429 | - | 2.6% | |
| Insurance | $278,076 | $25,693 | $252,383 | - | 1.9% | |
| Fees: investment management | $230,308 | - | $230,308 | - | 1.6% | |
| Other employee benefits | $180,183 | $124,119 | $56,064 | - | 1.2% | |
| Payroll taxes | $123,526 | $83,907 | $39,619 | - | 0.8% | |
| Conferences, conventions and meetings | $106,131 | $91,937 | $14,194 | - | 0.7% | |
| Travel | $83,710 | $72,475 | $11,235 | - | 0.6% | |
| Fees: accounting | $47,191 | $40,112 | $7,079 | - | 0.3% | |
| Fees: management | $43,994 | $43,994 | - | - | 0.3% | |
| Information technology | $36,807 | $31,286 | $5,521 | - | 0.3% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $34,821 | $29,611 | $5,210 | - | 0.2% |
| Other (as described) | DUES & SUBSCRIPTIONS | $13,000 | $13,000 | - | - | 0.1% |
| Interest | $6,655 | $5,657 | $998 | - | 0.0% | |
| Fees: legal | $771 | $729 | $42 | - | 0.0% | |
| Total | $14,593,713 | 100% |
2023 · Form 990 · $14,529,585 spent · pay $2,873,741 · grants $8,106,045 · events $32,202
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $8,106,045 | $8,106,045 | - | - | 55.8% | |
| Fees: other services | $1,857,279 | $1,082,146 | $775,133 | - | 12.8% | |
| Pay: officers, directors, trustees, key employees | $1,729,866 | $712,012 | $1,017,854 | - | 11.9% | |
| Other salaries and wages | $873,471 | $687,850 | $185,621 | - | 6.0% | |
| Depreciation and depletion | $382,761 | $361,824 | $20,937 | - | 2.6% | |
| Occupancy | $303,391 | $278,246 | $25,145 | - | 2.1% | |
| Office expenses | $258,176 | $137,789 | $120,387 | - | 1.8% | |
| Fees: investment management | $218,287 | - | $218,287 | - | 1.5% | |
| Insurance | $170,864 | $23,736 | $147,128 | - | 1.2% | |
| Other employee benefits | $158,061 | $108,373 | $49,688 | - | 1.1% | |
| Travel | $137,379 | $126,470 | $10,909 | - | 0.9% | |
| Payroll taxes | $112,343 | $75,530 | $36,813 | - | 0.8% | |
| Information technology | $62,020 | $52,717 | $9,303 | - | 0.4% | |
| Fees: accounting | $49,950 | - | $49,950 | - | 0.3% | |
| Fees: management | $42,276 | $42,276 | - | - | 0.3% | |
| Conferences, conventions and meetings | $32,202 | $29,000 | $3,202 | - | 0.2% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $11,802 | $11,367 | $435 | - | 0.1% |
| Fees: legal | $8,443 | $7,300 | $1,143 | - | 0.1% | |
| Interest | $8,364 | $6,662 | $1,702 | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $6,605 | $6,605 | - | - | 0.0% |
| Total | $14,529,585 | 100% |
2022 · Form 990 · $17,267,833 spent · pay $2,313,092 · grants $11,552,242 · events $53,503
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $11,552,242 | $11,552,242 | - | - | 66.9% | |
| Fees: other services | $2,244,017 | $1,595,701 | $648,316 | - | 13.0% | |
| Pay: officers, directors, trustees, key employees | $1,375,104 | $495,156 | $879,948 | - | 8.0% | |
| Other salaries and wages | $718,186 | $618,392 | $99,794 | - | 4.2% | |
| Depreciation and depletion | $425,801 | $418,886 | $6,915 | - | 2.5% | |
| Office expenses | $257,917 | $147,628 | $110,289 | - | 1.5% | |
| Occupancy | $245,712 | $226,611 | $19,101 | - | 1.4% | |
| Fees: investment management | $193,999 | - | $193,999 | - | 1.1% | |
| Insurance | $161,713 | $23,736 | $137,977 | - | 0.9% | |
| Travel | $139,823 | $111,652 | $28,171 | - | 0.8% | |
| Other employee benefits | $131,432 | $92,086 | $39,346 | - | 0.8% | |
| Fees: management | $88,891 | $88,891 | - | - | 0.5% | |
| Payroll taxes | $88,370 | $58,984 | $29,386 | - | 0.5% | |
| Conferences, conventions and meetings | $53,503 | $41,672 | $11,831 | - | 0.3% | |
| Information technology | $53,000 | $49,290 | $3,710 | - | 0.3% | |
| Fees: accounting | $33,915 | - | $33,915 | - | 0.2% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $11,500 | $11,500 | - | - | 0.1% |
| Fees: legal | $4,705 | $4,487 | $218 | - | 0.0% | |
| Interest | $4,399 | $4,075 | $324 | - | 0.0% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $3,053 | $2,857 | $196 | - | 0.0% |
| Other (as described) | EXPENSES HAVE TO BE RED | -$519,449 | -$519,449 | - | - | -3.0% |
| Total | $17,267,833 | 100% |
2021 · Form 990 · $8,765,928 spent · pay $2,223,252 · grants $4,024,170 · events $150,268
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,024,170 | $4,024,170 | - | - | 45.9% | |
| Pay: officers, directors, trustees, key employees | $1,274,636 | $387,814 | $886,822 | - | 14.5% | |
| Fees: other services | $890,690 | $322,902 | $567,788 | - | 10.2% | |
| Other salaries and wages | $764,024 | $548,784 | $215,240 | - | 8.7% | |
| Depreciation and depletion | $409,779 | $388,910 | $20,869 | - | 4.7% | |
| Occupancy | $327,338 | $305,009 | $22,329 | - | 3.7% | |
| Fees: investment management | $239,421 | - | $239,421 | - | 2.7% | |
| Conferences, conventions and meetings | $150,268 | $106,984 | $43,284 | - | 1.7% | |
| Insurance | $126,536 | - | $126,536 | - | 1.4% | |
| Office expenses | $105,271 | $83,253 | $22,018 | - | 1.2% | |
| Other employee benefits | $95,648 | $69,156 | $26,492 | - | 1.1% | |
| Payroll taxes | $88,944 | $47,506 | $41,438 | - | 1.0% | |
| Travel | $74,015 | $68,669 | $5,346 | - | 0.8% | |
| Fees: management | $64,452 | $64,452 | - | - | 0.7% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $57,413 | $41,640 | $15,773 | - | 0.7% |
| Information technology | $36,275 | $26,072 | $10,203 | - | 0.4% | |
| Fees: accounting | $31,020 | - | $31,020 | - | 0.4% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $6,028 | $5,924 | $104 | - | 0.1% |
| Total | $8,765,928 | 100% |
2020 · Form 990 · $11,524,917 spent · pay $2,005,908 · grants $7,232,628 · events $39,258
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,232,628 | $7,232,628 | - | - | 62.8% | |
| Pay: officers, directors, trustees, key employees | $1,175,865 | $438,752 | $737,113 | - | 10.2% | |
| Fees: other services | $811,295 | $336,027 | $475,268 | - | 7.0% | |
| Other salaries and wages | $673,755 | $556,604 | $117,151 | - | 5.8% | |
| Occupancy | $409,236 | $359,502 | $49,734 | - | 3.6% | |
| Depreciation and depletion | $400,887 | $387,812 | $13,075 | - | 3.5% | |
| Fees: investment management | $155,628 | - | $155,628 | - | 1.4% | |
| Insurance | $106,051 | - | $106,051 | - | 0.9% | |
| Office expenses | $98,135 | $81,390 | $16,745 | - | 0.9% | |
| Payroll taxes | $79,536 | $51,370 | $28,166 | - | 0.7% | |
| Other employee benefits | $76,752 | $64,106 | $12,646 | - | 0.7% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $56,316 | $45,777 | $10,539 | - | 0.5% |
| Fees: management | $48,446 | $48,446 | - | - | 0.4% | |
| Travel | $45,573 | $43,059 | $2,514 | - | 0.4% | |
| Conferences, conventions and meetings | $39,258 | $31,873 | $7,385 | - | 0.3% | |
| Fees: accounting | $38,000 | - | $38,000 | - | 0.3% | |
| Information technology | $35,966 | $29,203 | $6,763 | - | 0.3% | |
| Fees: legal | $28,501 | $23,311 | $5,190 | - | 0.2% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $13,089 | $13,089 | - | - | 0.1% |
| Total | $11,524,917 | 100% |
2019 · Form 990 · $8,780,174 spent · pay $1,947,389 · grants $5,010,616 · events $72,015
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,010,616 | $5,010,616 | - | - | 57.1% | |
| Pay: officers, directors, trustees, key employees | $1,074,227 | $337,245 | $736,982 | - | 12.2% | |
| Other salaries and wages | $704,220 | $556,746 | $147,474 | - | 8.0% | |
| Fees: other services | $595,476 | $300,376 | $295,100 | - | 6.8% | |
| Depreciation and depletion | $409,936 | $396,324 | $13,612 | - | 4.7% | |
| Occupancy | $249,753 | $228,584 | $21,169 | - | 2.8% | |
| Fees: investment management | $131,093 | - | $131,093 | - | 1.5% | |
| Insurance | $93,104 | - | $93,104 | - | 1.1% | |
| Other employee benefits | $85,678 | $68,887 | $16,791 | - | 1.0% | |
| Payroll taxes | $83,264 | $51,072 | $32,192 | - | 0.9% | |
| Conferences, conventions and meetings | $72,015 | $55,338 | $16,677 | - | 0.8% | |
| Office expenses | $67,070 | $54,989 | $12,081 | - | 0.8% | |
| Travel | $39,416 | $32,446 | $6,970 | - | 0.4% | |
| Information technology | $38,739 | $30,509 | $8,230 | - | 0.4% | |
| Fees: accounting | $38,500 | - | $38,500 | - | 0.4% | |
| Fees: management | $31,928 | $31,928 | - | - | 0.4% | |
| Fees: legal | $25,652 | $21,772 | $3,880 | - | 0.3% | |
| Other (as described) | DUES, FEES & LICENSES | $21,783 | $17,445 | $4,338 | - | 0.2% |
| Other (as described) | MISCELLANEOUS EXPENSES | $5,597 | $5,571 | $26 | - | 0.1% |
| Other (as described) | DUES & SUBSCRIPTIONS | $2,107 | $1,681 | $426 | - | 0.0% |
| Total | $8,780,174 | 100% |
2018 · Form 990 · $8,223,614 spent · pay $1,783,883 · grants $3,959,973 · events $284,895
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,959,973 | $3,959,973 | - | - | 48.2% | |
| Pay: officers, directors, trustees, key employees | $1,083,973 | $749,745 | $334,228 | - | 13.2% | |
| Other salaries and wages | $552,431 | $401,252 | $151,179 | - | 6.7% | |
| Fees: other services | $531,352 | $207,462 | $323,890 | - | 6.5% | |
| Occupancy | $513,819 | $500,206 | $13,613 | - | 6.2% | |
| Depreciation and depletion | $384,918 | $371,867 | $13,051 | - | 4.7% | |
| Conferences, conventions and meetings | $284,895 | $229,239 | $55,656 | - | 3.5% | |
| Fees: legal | $215,225 | $153,654 | $61,571 | - | 2.6% | |
| Fees: investment management | $124,799 | - | $124,799 | - | 1.5% | |
| Office expenses | $117,932 | $78,758 | $39,174 | - | 1.4% | |
| Travel | $78,690 | $51,071 | $27,619 | - | 1.0% | |
| Other employee benefits | $75,175 | $54,246 | $20,929 | - | 0.9% | |
| Fees: accounting | $73,000 | - | $73,000 | - | 0.9% | |
| Payroll taxes | $72,304 | $51,193 | $21,111 | - | 0.9% | |
| Insurance | $64,406 | - | $64,406 | - | 0.8% | |
| Information technology | $36,895 | $26,159 | $10,736 | - | 0.4% | |
| Fees: management | $31,080 | $31,080 | - | - | 0.4% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $19,400 | $12,856 | $6,544 | - | 0.2% |
| Other (as described) | MISCELLANEOUS EXPENSES | $3,347 | $2,086 | $1,261 | - | 0.0% |
| Total | $8,223,614 | 100% |
2017 · Form 990 · $4,630,648 spent · pay $1,512,778 · grants $1,489,614 · events $259,562
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,489,614 | $1,489,614 | - | - | 32.2% | |
| Pay: officers, directors, trustees, key employees | $1,072,425 | $657,631 | $414,794 | - | 23.2% | |
| Depreciation and depletion | $432,400 | $365,289 | $67,111 | - | 9.3% | |
| Fees: other services | $394,188 | $337,882 | $56,306 | - | 8.5% | |
| Other salaries and wages | $346,441 | $227,647 | $118,794 | - | 7.5% | |
| Conferences, conventions and meetings | $259,562 | $195,523 | $64,039 | - | 5.6% | |
| Occupancy | $174,463 | $165,790 | $8,673 | - | 3.8% | |
| Fees: investment management | $121,302 | - | $121,302 | - | 2.6% | |
| Payroll taxes | $63,155 | $39,890 | $23,265 | - | 1.4% | |
| Office expenses | $61,447 | $35,311 | $26,136 | - | 1.3% | |
| Travel | $59,625 | $35,265 | $24,360 | - | 1.3% | |
| Information technology | $36,012 | $28,552 | $7,460 | - | 0.8% | |
| Other employee benefits | $30,757 | $20,307 | $10,450 | - | 0.7% | |
| Fees: management | $30,592 | $30,592 | - | - | 0.7% | |
| Fees: accounting | $26,775 | - | $26,775 | - | 0.6% | |
| Fees: legal | $14,825 | $14,825 | - | - | 0.3% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $13,690 | $7,732 | $5,958 | - | 0.3% |
| Other (as described) | MISCELLANEOUS EXPENSES | $3,375 | $1,906 | $1,469 | - | 0.1% |
| Total | $4,630,648 | 100% |
2016 · Form 990 · $4,722,658 spent · pay $1,259,732 · grants $2,091,478 · events $116,092
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,091,478 | $2,091,478 | - | - | 44.3% | |
| Pay: officers, directors, trustees, key employees | $861,871 | $559,354 | $302,517 | - | 18.2% | |
| Depreciation and depletion | $372,239 | $361,307 | $10,932 | - | 7.9% | |
| Fees: other services | $335,080 | $286,494 | $48,586 | - | 7.1% | |
| Other salaries and wages | $321,552 | $231,753 | $89,799 | - | 6.8% | |
| Occupancy | $189,209 | $171,594 | $17,615 | - | 4.0% | |
| Conferences, conventions and meetings | $116,092 | $92,360 | $23,732 | - | 2.5% | |
| Insurance | $82,953 | - | $82,953 | - | 1.8% | |
| Fees: investment management | $69,290 | - | $69,290 | - | 1.5% | |
| Payroll taxes | $63,344 | $42,875 | $20,469 | - | 1.3% | |
| Office expenses | $44,144 | $28,674 | $15,470 | - | 0.9% | |
| Information technology | $41,665 | $25,506 | $16,159 | - | 0.9% | |
| Travel | $37,937 | $24,593 | $13,344 | - | 0.8% | |
| Fees: accounting | $33,500 | - | $33,500 | - | 0.7% | |
| Other (as described) | Other operating expense | $22,650 | $13,866 | $8,784 | - | 0.5% |
| Other (as described) | DUES AND SUBSCRIPTIONS | $19,305 | $11,819 | $7,486 | - | 0.4% |
| Other employee benefits | $12,965 | $9,650 | $3,315 | - | 0.3% | |
| Fees: legal | $6,859 | $6,859 | - | - | 0.1% | |
| Advertising and promotion | $525 | $414 | $111 | - | 0.0% | |
| Total | $4,722,658 | 100% |
2015 · Form 990 · $3,766,660 spent · pay $855,819 · grants $1,576,225 · events $45,622
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,576,225 | $1,576,225 | - | - | 41.8% | |
| Pay: officers, directors, trustees, key employees | $554,345 | $109,048 | $445,297 | - | 14.7% | |
| Fees: other services | $445,663 | $221,025 | $224,638 | - | 11.8% | |
| Depreciation and depletion | $347,012 | $319,608 | $27,404 | - | 9.2% | |
| Other salaries and wages | $220,691 | $155,622 | $65,069 | - | 5.9% | |
| Occupancy | $159,307 | $141,376 | $17,931 | - | 4.2% | |
| Insurance | $121,810 | $9,163 | $112,647 | - | 3.2% | |
| Information technology | $66,255 | $34,484 | $31,771 | - | 1.8% | |
| Conferences, conventions and meetings | $45,622 | $11,031 | $34,591 | - | 1.2% | |
| Payroll taxes | $39,186 | $7,832 | $31,354 | - | 1.0% | |
| Other employee benefits | $37,159 | $17,104 | $20,055 | - | 1.0% | |
| Fees: accounting | $35,644 | $4,187 | $31,457 | - | 0.9% | |
| Office expenses | $32,672 | $4,344 | $28,328 | - | 0.9% | |
| Fees: legal | $31,647 | $13 | $31,634 | - | 0.8% | |
| Travel | $22,583 | $1,697 | $20,886 | - | 0.6% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $15,838 | $1,872 | $13,966 | - | 0.4% |
| Other (as described) | DUES AND SUBSCRIPTIONS | $8,132 | $1,033 | $7,099 | - | 0.2% |
| Pension plan contributions | $4,438 | $437 | $4,001 | - | 0.1% | |
| Advertising and promotion | $1,858 | - | $1,858 | - | 0.0% | |
| Fees: investment management | $573 | - | $573 | - | 0.0% | |
| Total | $3,766,660 | 100% |
2014 · Form 990 · $193,623,895 spent · pay $11,698,530 · grants $0 · events $97,999
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $178,241,018 | $177,579,130 | $661,888 | - | 92.1% | |
| Other salaries and wages | $8,241,905 | $268,392 | $7,973,513 | - | 4.3% | |
| Pay: officers, directors, trustees, key employees | $1,443,235 | $7,923 | $1,435,312 | - | 0.7% | |
| Information technology | $734,566 | $525,836 | $208,730 | - | 0.4% | |
| Payroll taxes | $682,990 | $25,338 | $657,652 | - | 0.4% | |
| Other employee benefits | $682,004 | $23,391 | $658,613 | - | 0.4% | |
| Pension plan contributions | $648,396 | $21,774 | $626,622 | - | 0.3% | |
| Depreciation and depletion | $631,426 | $96,972 | $534,454 | - | 0.3% | |
| Occupancy | $540,974 | $316,842 | $224,132 | - | 0.3% | |
| Office expenses | $387,043 | $61,328 | $325,715 | - | 0.2% | |
| Other (as described) | Other Operating Expenses | $282,668 | $44,790 | $237,878 | $0 | 0.1% |
| Other (as described) | Renovations for SMI Housing | $247,797 | $247,797 | $0 | $0 | 0.1% |
| Travel | $222,361 | $28,470 | $193,891 | - | 0.1% | |
| Fees: accounting | $189,400 | $15,379 | $174,021 | - | 0.1% | |
| Fees: legal | $183,002 | - | $183,002 | - | 0.1% | |
| Conferences, conventions and meetings | $97,999 | $15,528 | $82,471 | - | 0.1% | |
| Insurance | $64,994 | $10,299 | $54,695 | - | 0.0% | |
| Advertising and promotion | $51,320 | $8,132 | $43,188 | - | 0.0% | |
| Other (as described) | Recruiting Expenses | $31,870 | $5,050 | $26,820 | $0 | 0.0% |
| Other (as described) | Training | $18,927 | $2,999 | $15,928 | $0 | 0.0% |
| Total | $193,623,895 | 100% |
2013 · Form 990 · $156,345,873 spent · pay $9,304,713 · grants $0 · events $65,138
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $143,305,056 | $142,534,201 | $770,855 | $0 | 91.7% | |
| Other salaries and wages | $6,454,812 | $99,360 | $6,355,452 | $0 | 4.1% | |
| Pay: officers, directors, trustees, key employees | $1,005,718 | $3,838 | $1,001,880 | $0 | 0.6% | |
| Other employee benefits | $897,301 | $13,966 | $883,335 | $0 | 0.6% | |
| Depreciation and depletion | $659,834 | $31,360 | $628,474 | $0 | 0.4% | |
| Information technology | $648,586 | $2,312 | $646,274 | $0 | 0.4% | |
| Other (as described) | Other Operating Expenses | $562,053 | $219,574 | $342,479 | $0 | 0.4% |
| Payroll taxes | $511,930 | $7,968 | $503,962 | $0 | 0.3% | |
| Pension plan contributions | $434,952 | $6,770 | $428,182 | $0 | 0.3% | |
| Office expenses | $387,043 | $151,203 | $235,840 | $0 | 0.2% | |
| Fees: legal | $294,463 | $23,910 | $270,553 | $0 | 0.2% | |
| Occupancy | $265,480 | $947 | $264,533 | $0 | 0.2% | |
| Fees: accounting | $234,800 | $19,066 | $215,734 | $0 | 0.2% | |
| Other (as described) | SMI Housing Expenses | $197,273 | $197,273 | $0 | $0 | 0.1% |
| Travel | $175,066 | $2,442 | $172,624 | $0 | 0.1% | |
| Insurance | $146,036 | $57,051 | $88,985 | $0 | 0.1% | |
| Conferences, conventions and meetings | $65,138 | $25,447 | $39,691 | $0 | 0.0% | |
| Advertising and promotion | $51,320 | $20,049 | $31,271 | $0 | 0.0% | |
| Other (as described) | Recruiting Expenses | $24,727 | $9,660 | $15,067 | $0 | 0.0% |
| Other (as described) | Training | $24,285 | $9,487 | $14,798 | $0 | 0.0% |
| Total | $156,345,873 | 100% |
2012 · Form 990 · $142,165,767 spent · pay $8,096,443 · grants $0 · events $69,024
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $131,261,358 | $130,908,148 | $353,210 | $0 | 92.3% | |
| Other salaries and wages | $5,422,018 | $113,599 | $5,308,419 | $0 | 3.8% | |
| Pay: officers, directors, trustees, key employees | $1,067,503 | $4,918 | $1,062,585 | $0 | 0.8% | |
| Other employee benefits | $821,813 | $15,758 | $806,055 | $0 | 0.6% | |
| Depreciation and depletion | $711,237 | $17,528 | $693,709 | $0 | 0.5% | |
| Information technology | $673,242 | $2,138 | $671,104 | $0 | 0.5% | |
| Payroll taxes | $451,637 | $8,660 | $442,977 | $0 | 0.3% | |
| Pension plan contributions | $333,472 | $6,394 | $327,078 | $0 | 0.2% | |
| Office expenses | $323,208 | $239,993 | $83,215 | $0 | 0.2% | |
| Insurance | $217,721 | $161,666 | $56,055 | $0 | 0.2% | |
| Fees: accounting | $212,700 | $17,271 | $195,429 | $0 | 0.1% | |
| Occupancy | $186,003 | $591 | $185,412 | $0 | 0.1% | |
| Other (as described) | Other Operating Expenses | $184,458 | $136,967 | $47,491 | $0 | 0.1% |
| Travel | $139,217 | $5,372 | $133,845 | $0 | 0.1% | |
| Conferences, conventions and meetings | $69,024 | $51,253 | $17,771 | $0 | 0.0% | |
| Other (as described) | Recruiting Expenses | $54,283 | $40,307 | $13,976 | $0 | 0.0% |
| Advertising and promotion | $19,349 | $14,367 | $4,982 | $0 | 0.0% | |
| Other (as described) | Training | $17,438 | $12,948 | $4,490 | $0 | 0.0% |
| Interest | $86 | $0 | $86 | $0 | 0.0% | |
| Total | $142,165,767 | 100% |
2011 · Form 990 · $142,775,399 spent · pay $7,696,960 · grants $0 · events $48,970
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $132,596,518 | $132,442,378 | $154,140 | $0 | 92.9% | |
| Other salaries and wages | $5,213,441 | $210,403 | $5,003,038 | $0 | 3.7% | |
| Pay: officers, directors, trustees, key employees | $894,380 | $10,210 | $884,170 | $0 | 0.6% | |
| Other employee benefits | $807,469 | $21,895 | $785,574 | $0 | 0.6% | |
| Depreciation and depletion | $652,987 | $28,485 | $624,502 | $0 | 0.5% | |
| Payroll taxes | $423,347 | $11,479 | $411,868 | $0 | 0.3% | |
| Information technology | $405,170 | $8,360 | $396,810 | $0 | 0.3% | |
| Pension plan contributions | $358,323 | $9,716 | $348,607 | $0 | 0.3% | |
| Office expenses | $301,107 | $24,671 | $276,436 | $0 | 0.2% | |
| Occupancy | $219,909 | $4,537 | $215,372 | $0 | 0.2% | |
| Fees: accounting | $206,500 | $16,768 | $189,732 | $0 | 0.1% | |
| Insurance | $197,422 | $16,176 | $181,246 | $0 | 0.1% | |
| Travel | $166,418 | $27,170 | $139,248 | $0 | 0.1% | |
| Other (as described) | Other Operating Expenses | $79,289 | $6,497 | $72,792 | $0 | 0.1% |
| Other (as described) | Training | $77,299 | $6,334 | $70,965 | $0 | 0.1% |
| Conferences, conventions and meetings | $48,970 | $4,012 | $44,958 | $0 | 0.0% | |
| Fees: legal | $46,362 | $3,765 | $42,597 | $0 | 0.0% | |
| Other (as described) | Recruiting Expenses | $41,507 | $3,401 | $38,106 | $0 | 0.0% |
| Advertising and promotion | $38,632 | $3,165 | $35,467 | $0 | 0.0% | |
| Interest | $349 | $7 | $342 | $0 | 0.0% | |
| Total | $142,775,399 | 100% |
2010 · Form 990 · $148,132,294 spent · pay $8,651,495 · grants $775,772 · events $42,641
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $136,201,381 | $135,529,637 | $671,744 | $0 | 91.9% | |
| Other salaries and wages | $5,965,690 | $183,983 | $5,781,707 | $0 | 4.0% | |
| Other employee benefits | $993,719 | $26,016 | $967,703 | $0 | 0.7% | |
| Pay: officers, directors, trustees, key employees | $781,755 | $0 | $781,755 | $0 | 0.5% | |
| Grants to US organizations and governments | $775,772 | $775,772 | - | - | 0.5% | |
| Payroll taxes | $513,586 | $13,446 | $500,140 | $0 | 0.3% | |
| Depreciation and depletion | $510,819 | $23,874 | $486,945 | $0 | 0.3% | |
| Pension plan contributions | $396,745 | $10,387 | $386,358 | $0 | 0.3% | |
| Occupancy | $381,969 | $7,655 | $374,314 | $0 | 0.3% | |
| Office expenses | $363,874 | $26,765 | $337,109 | $0 | 0.2% | |
| Information technology | $315,155 | $6,316 | $308,839 | $0 | 0.2% | |
| Insurance | $248,154 | $18,254 | $229,900 | $0 | 0.2% | |
| Fees: accounting | $202,500 | $16,443 | $186,057 | $0 | 0.1% | |
| Travel | $182,661 | $12,502 | $170,159 | $0 | 0.1% | |
| Other (as described) | Other Operating Expenses | $98,413 | $7,239 | $91,174 | $0 | 0.1% |
| Other (as described) | Recruiting Expenses | $54,004 | $3,972 | $50,032 | $0 | 0.0% |
| Fees: legal | $50,009 | $4,061 | $45,948 | $0 | 0.0% | |
| Conferences, conventions and meetings | $42,641 | $3,137 | $39,504 | $0 | 0.0% | |
| Other (as described) | Training | $26,581 | $1,955 | $24,626 | $0 | 0.0% |
| Advertising and promotion | $26,026 | $1,914 | $24,112 | $0 | 0.0% | |
| Interest | $840 | $17 | $823 | $0 | 0.0% | |
| Total | $148,132,294 | 100% |
2009 · Form 990 · $144,786,766 spent · pay $9,130,226 · grants $62,021 · events $30,188
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $133,572,256 | $132,929,332 | $642,924 | $0 | 92.3% | |
| Other salaries and wages | $6,436,929 | $195,044 | $6,241,885 | $0 | 4.4% | |
| Other employee benefits | $1,022,268 | $27,638 | $994,630 | $0 | 0.7% | |
| Pay: officers, directors, trustees, key employees | $746,627 | $0 | $746,627 | $0 | 0.5% | |
| Payroll taxes | $530,535 | $14,344 | $516,191 | $0 | 0.4% | |
| Depreciation and depletion | $453,718 | $20,815 | $432,903 | $0 | 0.3% | |
| Pension plan contributions | $393,867 | $10,649 | $383,218 | $0 | 0.3% | |
| Office expenses | $317,150 | $10,949 | $306,201 | $0 | 0.2% | |
| Insurance | $283,868 | $9,801 | $274,067 | $0 | 0.2% | |
| Information technology | $223,860 | $1,772 | $222,088 | $0 | 0.2% | |
| Fees: accounting | $198,500 | $16,118 | $182,382 | $0 | 0.1% | |
| Occupancy | $172,917 | $1,369 | $171,548 | $0 | 0.1% | |
| Travel | $158,594 | $11,526 | $147,068 | $0 | 0.1% | |
| Grants to US organizations and governments | $62,021 | $62,021 | - | - | 0.0% | |
| Other (as described) | Recruiting Expenses | $56,184 | $1,940 | $54,244 | $0 | 0.0% |
| Fees: legal | $52,745 | $4,283 | $48,462 | $0 | 0.0% | |
| Other (as described) | Other Operating Expenses | $50,923 | $1,758 | $49,165 | $0 | 0.0% |
| Conferences, conventions and meetings | $30,188 | $1,042 | $29,146 | $0 | 0.0% | |
| Advertising and promotion | $14,579 | $506 | $14,073 | $0 | 0.0% | |
| Other (as described) | Training | $7,202 | $249 | $6,953 | $0 | 0.0% |
| Interest | $1,835 | $15 | $1,820 | $0 | 0.0% | |
| Total | $144,786,766 | 100% |
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