2022-08-10T20:51:32-05:00 2021-09-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2020-10-01 850254535 INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC INTE 5207211887 PO BOX 86537 TUCSON AZ 85754 JIM VITT CFO 5207211887 2022-07-29 1 JIM VITT 999009999 KELLY L MELTZER CPA P00633511 5203214600 2022-07-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROSE LOPEZ PO BOX 86537 TUCSON AZ 85754 27969863 0 X INTERMOUNTAINCENTERS.ORG X 1973 AZ PROVIDING OUTPATIENT CLINIC AND SUPPORT SERVICES TO AT-RISK POPULATIONS 12 12 389 13 329242 0 2793325 2306978 21230266 25273029 13212 72651 0 317205 24036803 27969863 828136 510233 0 0 13561899 15281156 0 0 217770 10423224 11659714 24813259 27451103 -776456 518760 10142038 7187558 9202029 5898124 940009 1289434 X INTERMOUNTAIN PROVIDES THE HIGHEST QUALITY, EVIDENCE-BASED HEALTH AND HUMAN SERVICES TO FACILITATE SELF-SUFFICIENCY FOR INDIVIDUALS IN THEIR OWN COMMUNITIES AND CULTURAL CONTEXTS. INTERMOUNTAIN STRIVES TO BE A MODEL FOR HEALTH AND HUMAN SERVICE ORGANIZATIONS. 0 0 6623767 6498917 THE DEVELOPMENTAL DISABILITIES/INTELLECTUAL DISABILITIES PROGRAM SERVES CHILDREN AND ADULTS IN GROUPS HOMES, DEVELOPMENTAL HOMES, DAY TREATMENT AND TRAINING PROGRAMS, AND IN THE INTERMOUNTAIN ACADEMY. MEMBERS IN GROUP AND DEVELOPMENTAL HOMES RECEIVE SERVICES FROM FAMILIAR STAFF WHO PROVIDE UNIQUE SUPPORT TO EACH MEMBER. THE INTERMOUNTAIN ACADEMY IS A SCHOOL THAT SUPPORTS MEMBERS WITH AUTISM (GRADES K-12) WITH A PROVISION OF MEASURABLE ACADEMIC ACHIEVEMENT FOLLOWING AN APPLIED BEHAVIORAL (ABA) MODEL. THE EDUCATION EACH STUDENT RECEIVES BUILDS UPON EACH MEMBER'S STRENGTHS AND NEEDS. 6014572 5660818 THE FOSTER CARE PROGRAM PROVIDES SPECIALIZED FOSTER CARE TO MEMBERS THAT HAVE HEIGHTENED EMOTIONAL AND BEHAVIORAL NEEDS. IN MANY CASES THESE MEMBERS REQUIRE UNIQUE PARENTING SKILLS RELATING TO STABILITY AND SAFETY. PARENTS IN THESE FOSTER HOMES PROVIDE STRUCTURED, NURTURING SUPPORT AIMED AT TEACHING THE MEMBER HOW TO BE PART OF A HEALTHY FAMILY UNIT. THIS HELPS THE MEMBER EXPERIENCE SUCCESS ACADEMICALLY AND IN THE COMMUNITY. THE GOAL OF THIS PROGRAM IS TO TRANSITION MEMBERS INTO A PERMANENT SETTING IN A HEALTHY AND THERAPEUTIC MANNER. 4253806 3277345 THE RESIDENTIAL PROGRAM OFFERS A VARIETY OF TEMPORARY RESIDENTIAL SETTINGS FOR YOUTH AND ADULTS IN TRANSITION. OUR PROGRAMS ARE STRENGTH AND COMMUNITY BASED, SUPPORTING THE INDIVIDUAL ABILITIES OF EACH MEMBER. GROUP HOMES ARE INTENSIVELY STAFFED WITH PERSONNEL WHO NOT ONLY PROVIDE EXTENSIVE AND THOROUGH SUPERVISION, BUT ALSO HELP TEACH MEMBERS THE SKILLS NECESSARY TO ACHIEVE THEIR OWN LEVEL OF INDEPENDENCE. LEARNED SKILLS RANGE FROM NAVIGATING PUBLIC TRANSPORTATION TO CREATING A COMMUNITY OF SUPPORT AND SEARCHING FOR EMPLOYMENT. THE GOAL OF OUR RESIDENTIAL PROGRAMS DIFFERS DEPENDING ON THE NEEDS OF THE MEMBER, BUT ALL EXPECTED ARE TO CREATE A POSITIVE IMPACT ON THE MEMBERS' LIVES. 3837977 510233 2261009 THROUGH BEHAVIORAL HEALTH COMMUNITY SERVICES, CHILDREN, ADOLESCENTS AND ADULT MEMBERS INCREASE DAY-TO-DAY FUNCTIONALITY AND ARE ABLE TO LIVE SUCCESSFULLY IN A MORE STABLE ENVIRONMENT AT HOME AND IN THEIR COMMUNITY. INTERMOUNTAIN IS DESIGNATED AS A CARE COORDINATION AGENCY AND PROVIDES PSYCHIATRIC, CRISIS AND SPECIALTY SERVICES. CLINICAL SERVICES INCLUDE BEHAVIORAL INTERVENTIONS AND TRAUMA-SPECIFIC INTERVENTIONS. OUTPATIENT AND IN-HOME SERVICES INCLUDE BEHAVIORAL TREATMENT PLANNING, 24-HOUR CRISIS RESPONSE, PARENT AND CAREGIVER EDUCATION, LIFE-SKILL TRAINING, AND INDIVIDUAL, FAMILY AND GROUP COUNSELING. 7562903 INTERMOUNTAIN PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO ITS ELEVEN RELATED ENTITIES IN ORDER TO EFFICIENTLY AND ECONOMICALLY SHARE RESOURCES. SERVICES PROVIDED INCLUDE EXECUTIVE LEADERSHIP, COMPLIANCE, ACCOUNTING, HUMAN RESOURCES AND INFORMATION TECHNOLOGY. 3837977 510233 9823912 20730122 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 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 1 1 0 0 1 94 0 1 389 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X JIM VITT CFO 5207211887 PO BOX 86537 TUCSON AZ 85754 ROSE LOPEZ PRESIDENT & CEO 40.00 4.50 X 327011 0 5842 CRAIG NORRIS COO 40.00 2.00 X 225011 0 237 JIM VITT CFO 40.00 4.50 X 134836 0 10021 SHARON NORTHERN CHIEF HR OFFICER 40.00 X 121308 0 6354 STEVE SPARKS VP OF BUSINESS DEVELOPMENT 40.00 X 119719 0 6202 JESSICA REESE CHIEF CLINICAL OFFICER 40.00 X 120941 0 667 AMY CUE REGIONAL DIRECTOR 40.00 X 111182 0 5817 PAUL O'ROURKE VP OF FUND DEVELOPMMENT 40.00 X 109551 0 237 CAREY A BERANEK MS BCBALBA DIRECTOR THRU JULY 2021 1.00 X 0 0 0 BRET GILES DIRECTOR 1.00 X 0 0 0 JUDY FAVELL PHD BCBA-D DIRECTOR 1.00 X 0 0 0 JOSEPH A GENTRY PHD BCBA-D DIRECTOR 1.00 X 0 0 0 MIMI COOMLER DIRECTOR AS OF APRIL 2021 1.00 X 0 0 0 LEONARD NEHRMEYER CPA DIRECTOR 1.00 0.50 X 0 0 0 JAMES SAKRISON JD DIRECTOR 1.00 X 0 0 0 GINAMARIE K SPENCER DIRECTOR 1.00 X 0 0 0 PATRICIA TREEFUL DIRECTOR 1.00 0.50 X 0 0 0 BRANDT HAZEN CHAIRMAN OF THE BOARD 1.00 4.00 X X 0 0 0 BRETT RUSTAND VICE CHAIRMAN 1.00 4.00 X X 0 0 0 MICHAEL NAGLE JD SECRETARY 1.00 3.50 X X 0 0 0 GREG BRYSON TREASURER 1.00 4.00 X X 0 0 0 1269559 0 35377 13 0 1 0 INVOLTA PO BOX 190170 BOISE ID 83719 IT SERVICES 340459 SOFTCHOICE CORP 16609 COLLECTION CENTER DRIVE CHICAGO IL 60693 IT SERVICES 126286 NETSMART TECHNOLOGIES PO BOX 823519 PHILADELPHIA PA 19182 IT SERVICES 107309 3 2150053 156925 2306978 MANAGEMENT FEES 561000 7892145 7562903 329242 DD AND ID SERVICES 624100 6498917 6498917 SPECIALIZED FOSTER CARE 624100 5660818 5660818 RESIDENTIAL BEHAVIORAL HEALTH 623990 3277345 3277345 COMMUNITY BEHAVIORAL HEALTH 621400 1943804 1943804 25273029 67851 67851 4800 0 4800 4800 4800 INCOME FROM CAPTIVE INSURANCE 900099 317205 317205 317205 27969863 25260992 329242 72651 X 510233 510233 774954 774954 12221247 8872125 3225386 123736 37740 29015 8693 32 1317061 1026812 289105 1144 930154 699698 220969 9487 53013 53013 357260 357260 5457282 5135608 264456 57218 16580 186 2349 14045 614584 438168 172232 4184 1478788 728100 747793 2895 2019875 1819204 200671 324837 267233 52575 5029 63191 41834 21357 9927 8532 1395 132292 85909 46383 456584 395768 60816 BAD DEBTS 320800 320800 SUPPLIES 277983 274929 3054 CLIENT EXPENSES 76718 75968 750 27451103 20730122 6503211 217770 116306 178550 3798285 2148212 4759789 3176798 225603 224996 4038904 3646083 304979 392821 937076 1066181 10142038 7187558 2711142 1929256 1076153 925512 7316 7510 3690186 892235 1717232 2143611 9202029 5898124 X 930919 1280344 9090 9090 940009 1289434 10142038 7187558 518760 -169335 0 X 0 1 X 1 1 1 X 23860205 2888301 1548212 2793325 2306978 33397021 12102092 18618096 21073691 25260992 77054871 23860205 14990393 20166308 23867016 27567970 110451892 0 4250701 6154325 10405026 4250701 6154325 10405026 100046866 2899 353 10102 56447 67851 137652 2899 353 10102 56447 67851 137652 428666 995409 1424075 24291770 15986155 20176410 23923463 27635821 112013619 0.89320 0.94400 0.00120 0.00070 X FORM 990, SCHEDULE A, PART III: DUE TO A CHANGE IN GUIDANCE, IN FISCAL YEAR ENDED JUNE 30, 2018, THE ORGANIZATION CHANGED ITS REPORTING OF GOVERNMENT PAYMENTS FOR PROVISION OF HEALTHCARE SERVICES FROM GOVERNMENT GRANTS (CONTRIBUTIONS) TO PROGRAM SERVICE REVENUE. IN FISCAL YEAR ENDED JUNE 30, 2019, THE ORGANIZATION BEGAN COMPLETING SCHEDULE A, PART III TO REFLECT PUBLIC CHARITY STATUS AS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(2). PRIOR TO THIS, THE ORGANIZATION COMPLETED SCHEDULE A, PART II TO REFLECT PUBLIC CHARITY STATUS AS AN ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(VI). THE HISTORICAL DATA INCLUDED AT SCHEDULE A, PART III FOR YEARS 2016 AND 2017 WAS PREVIOUSLY REPORTED AT SCHEDULE A, PART II. FORM 990, SCHEDULE A, PART III: THE ORGANIZATION FILED A SHORT PERIOD RETURN FOR THE 3 MONTHS ENDED SEPTEMBER 30, 2019 IN ORDER TO CHANGE ITS FISCAL YEAR END. COLUMN (C) INCLUDES INFORMATION FOR THE 12 MONTHS ENDED JUNE 30, 2019 AS WELL AS THE 3 MONTHS ENDED SEPTEMBER 30, 2019 FOR A TOTAL OF 15 MONTHS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 730529 518317 212212 2394909 2239433 155476 913466 888333 25133 392821 DEPOSITS 36247 DUE FROM AFFILIATES 597489 INVESTMENT IN CAPTIVE INSURANCE 432445 1066181 DUE TO AFFILIATES 2143611 2143611 X PART IV, LINE 2B: ICHD IS THE CUSTODIAN FOR FUNDS FOR RESIDENTIAL CLIENTS. THESE FUNDS ARE MAINTAINED IN A SEPARATE ACCOUNT. PART X, LINE 2: THE ORGANIZATION IS INCLUDED IN AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2021. THE TEXT OF THE ASC 740 FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS IS AS FOLLOWS: CPBS AND CPIH ARE TAXED AS C CORPORATIONS UNDER FEDERAL AND ARIZONA INCOME TAX LAWS. AS A SINGLE MEMBER LLC, AACT IS DISREGARDED FOR INCOME TAX PURPOSES AND INCLUDED ON THE TAX RETURNS OF ITS SOLE MEMBER, CPIH. CPSA IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND QUALIFIES AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). ICHD, IHC, CHF, BCS, PHC, MHRI AND SA ARE EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND QUALIFY AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). IN ADDITION, IAT AND IFC ARE DISREGARDED FOR INCOME TAX PURPOSES AND ARE INCLUDED ON THE TAX-EXEMPT ORGANIZATION RETURNS OF THEIR SOLE MEMBER, ICHD. CPI IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND QUALIFIES AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) AS A TYPE II SUPPORTING ORGANIZATION. CPI IS THE SOLE MEMBER OF CPCC AND CBHP AND THEREFORE THESE DISREGARDED ENTITIES ARE INCLUDED ON THE TAX-EXEMPT ORGANIZATION RETURNS OF CPI. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE TAX-EXEMPT PURPOSES OF ENTITIES EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FURTHER, FROM TIME TO TIME, THESE ENTITIES MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSES, IF THEY OCCUR. 1 INTERMOUNTAIN FOUNDATION PO BOX 86537 TUCSON AZ 85754 311655066 501(C)(3) 500000 PROGRAM SUPPORT 1 0 PART I, LINE 2: A CONTRIBUTION WAS MADE TO INTERMOUNTAIN FOUNDATION, OF WHICH INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT IS THE SOLE MEMBER. X X 0 0 0 0 0 0 0 0 0 ROSE LOPEZ PRESIDENT & CEO 327011 0 0 0 0 0 0 0 5842 0 332853 0 0 0 CRAIG NORRIS COO 225011 0 0 0 0 0 0 0 237 0 225248 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CHARLES GILES AND BRET GILES HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA USING INFORMATION PROVIDED BY THE ORGANIZATION'S ACCOUNTING STAFF. THE FORM 990 IS REVIEWED BY THE BOARD TREASURER AND THE CFO AFTER FILING AND IS THEN PRESENTED TO THE ENTIRE BOARD. 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 ORGANIZATION ALSO HAS A CONFLICT OF INTEREST POLICY INVOLVING BOARD MEMBERS. EACH BOARD MEMBER SHALL SUBMIT AN ANNUAL DISCLOSURE STATEMENT THAT CONTAINS ACCURATE AND COMPLETE INFORMATION REGARDING ANY DIRECT OR INDIRECT TRANSACTIONS OR RELATIONSHIPS BETWEEN THE BOARD MEMBER AND THE CORPORATION AND ANY PROVIDER THAT PROVIDES SERVICES TO THE CORPORATION. ALL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE BOARD'S LEGAL COMMITTEE AND, SHOULD A CONFLICT OF INTEREST BE DETERMINED, THE BOARD CHAIR IS NOTIFIED AND THE BOARD MEMBER IS INFORMED. NO BOARD MEMBER SHALL PARTICIPATE IN ANY DELIBERATION OR VOTE OF THE BOARD OF DIRECTORS REGARDING A TRANSACTION OR ISSUE IN WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S CEO AND OTHER OFFICERS OR KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF DIRECTORS WILL PROVIDE THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 5,135,608. MANAGEMENT AND GENERAL EXPENSES 264,456. FUNDRAISING EXPENSES 57,218. TOTAL EXPENSES 5,457,282. INTERMOUNTAIN FOSTER CARE LLC PO BOX 86537 TUCSON AZ 85754 853037795 HOUSING REGULAR FOSTER CARE PROGRAMS OF INTERMOUNTAIN AZ 1301090 7066 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC INTERMOUNTAIN ACADEMY OF TUCSON LLC PO BOX 86537 TUCSON AZ 85754 850901362 HOUSING THE INTERMOUNTAIN ACADEMY AZ 0 70635 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC INTERMOUNTAIN HEALTH CENTER INC PO BOX 86537 TUCSON AZ 85754 421582826 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 1 CATALINA HOUSING FOUNDATION INC PO BOX 86537 TUCSON AZ 85754 860983490 HOUSING FACILITIES AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 1 BEHAVIORAL CONSULTATION SERVICES INC PO BOX 86537 TUCSON AZ 85754 812107532 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 1 INTERMOUNTAIN FOUNDATION PO BOX 86537 TUCSON AZ 85754 311655066 SUPPORT THE PROVISION OF QUALITY HEALTHCARE AZ 501(C)(3) LINE 12A, I INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 1 PINAL HISPANIC COUNCIL PO BOX 86537 TUCSON AZ 85754 860585274 SUBSTANCE ABUSE COUNSELING AND DRUG PREVENTION AZ 501(C)(3) LINE 10 INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 1 COMMUNITY PARTNERS INC PO BOX 86537 TUCSON AZ 85754 463153400 SUPPORT THE PROVISION OF QUALITY HEALTHCARE AZ 501(C)(3) LINE 12B, II INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT INC 1 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC PO BOX 86537 TUCSON AZ 85754 860792518 BEHAVIORAL HEALTHCARE AZ 501(C)(3) LINE 7 COMMUNITY PARTNERS INC 0 SONRISA APARTMENTS INC PO BOX 86537 TUCSON AZ 85754 270326025 MULTI-FAMILY HOUSING FOR PERSONS WITH SERIOUS MENTAL ILLNESS AZ 501(C)(3) LINE 10 COMMUNITY PARTNERSHIP OF SOUTHERN ARIZONA INC 0 MENTAL HEALTH RESOURCES INC PO BOX 86537 TUCSON AZ 85754 860277999 RE-ENTRY HOUSING FACILITIES AZ 501(C)(3) LINE 10 COMMUNITY PARTNERS INC 0 COMMUNITY PARTNERS BUSINESS SOLUTIONS INC PO BOX 86537 TUCSON AZ 85754 474059264 FOOD AND EVS SERVICES AZ COMMUNITY PARTNERS INC C 0 COMMUNITY PARTNERS INTEGRATED HEALTHCARE INC PO BOX 86537 TUCSON AZ 85754 464971292 INTEGRATED BEHAVIORAL AND PHYSICAL HEALTH SERVICES AZ COMMUNITY PARTNERS INC C 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 INTERMOUNTAIN FOUNDATION B 500000 FMV INTERMOUNTAIN FOUNDATION K 568068 FMV INTERMOUNTAIN FOUNDATION Q 89700 ACTUAL AMOUNT CATALINA HOUSING FOUNDATION INC Q 22778 ACTUAL AMOUNT BEHAVIORAL CONSULTATION SERVICES INC L 64119 FMV COMMUNITY PARTNERS INC L 6630000 FMV INTERMOUNTAIN HEALTH CENTER INC L 658393 FMV PINAL HISPANIC COUNCIL INC L 539634 FMV