PARTNERS IN RECOVERY LLC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERS IN RECOVERY LLC (EIN 26-4681471)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2025-07-23
- IRS object ID
- 202542049349301434
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-23T16:16:50-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264681471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS IN RECOVERY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 4809693800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N COUNTRY CLUB DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARAREH NAJAFI-PIPER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4809693800 | PhoneNum |
| Signature | 2025-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2025-07-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARAREH NAJAFI-PIPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N COUNTRY CLUB DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,570,304 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | LLC | OtherOrganizationDsc |
| Formation | 2009 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | COPA HEALTH IS A NONPROFIT ORGANIZATION THAT PROVIDES EXCEPTIONAL HEALTHCARE SERVICES, GUIDED BY ITS SIX CORE VALUES: PEOPLE FIRST, COMPASSION, INTEGRITY, PERSEVERANCE, ACCOUNTABILITY, AND INNOVATION. THEY OFFER INTEGRATED HEALTHCARE, EMPLOYMENT SERVICES, DAY PROGRAMS, COUNSELING, AND AFFORDABLE HOUSING FOR INDIVIDUALS WITH COMPLEX MEDICAL, BEHAVIORAL, OR LONG-TERM CARE NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,445,636 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,073,709 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,916,617 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,373,820 | CYProgramServiceRevenueAmt |
| PY Investment Income | $668 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,631 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$6,403 | PYOtherRevenueAmt |
| CY Other Revenue | $95,144 | CYOtherRevenueAmt |
| PY Total Revenue | $47,356,518 | PYTotalRevenueAmt |
| CY Total Revenue | $52,570,304 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $696,291 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $41,045,647 | PYOtherExpensesAmt |
| CY Other Expenses | $46,405,015 | CYOtherExpensesAmt |
| PY Total Expenses | $41,045,647 | PYTotalExpensesAmt |
| CY Total Expenses | $46,405,515 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,310,871 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,164,789 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,515,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,848,683 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,440,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,821,557 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,075,036 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,027,126 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,248,939 | ExpenseAmt |
| Grant | $500 | GrantAmt |
| Revenue | $6,468,964 | RevenueAmt |
| Desc | PARTNERS IN RECOVERY (PIR)OPERATES A NETWORK OF EIGHT LICENSED OUTPATIENT CLINICS SERVING DIVERSE COMMUNITIES ACROSS ARIZONA. IN THE PAST YEAR, PIR PROVIDED INTEGRATED BEHAVIORAL HEALTH SERVICES TO OVER10,000 INDIVIDUALS, REFLECTING A15% GROWTH RATE.PIR DELIVERS INDIVIDUALLY TAILORED SERVICES TO SUPPORT SELF-SUFFICIENCY, REDUCE INSTITUTIONALIZATION, ENHANCE ACCESS TO HEALTHCARE, AND HELP INDIVIDUALS ACHIEVE PERSONAL GOALS DESPITE THE CHALLENGES OF SERIOUS MENTAL ILLNESS (SMI). SERVICES INCLUDE PSYCHIATRIC CARE AND MEDICATION MANAGEMENT, INTEGRATED PRIMARY HEALTHCARE, SUPPORTED EMPLOYMENT AND VOCATIONAL TRAINING, INDEPENDENT LIVING SKILLS DEVELOPMENT, (CONTINUED IN SCHEDULE O)WELLNESS PROGRAMS AND PEER/FAMILY SUPPORT, AND COUNSELING AND SOCIAL/EDUCATIONAL SERVICES TO REDUCE ISOLATION AND PROMOTE WELL-BEING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | A DEDICATED TEAM OF APPROXIMATELY 90 LICENSED BEHAVIORAL HEALTH PROFESSIONALS PROVIDES INDIVIDUAL AND GROUP THERAPY USING EVIDENCE-BASED PRACTICES SUCH AS EMDR, DBT, CET, AND ABA TARGETING TRAUMA, ANXIETY, DEPRESSION, AND BEHAVIORAL CHALLENGES.PIR OPERATES FIVE ACT TEAMS, INCLUDING THE PIR MEDICAL ACT TEAM, A SPECIALIZED UNIT INTEGRATING PRIMARY CARE, WHICH IS UNIQUE IN ARIZONA. ACT TEAMS SERVE INDIVIDUALS AT HIGH RISK OF HOSPITALIZATION OR DISENGAGEMENT FROM TRADITIONAL CARE MODELS. (CONTINUED IN SCHEDULE O)IN FISCAL YEAR 2023-2024, PIR EARNED VALUE-BASED INCENTIVES FROM ITS PRIMARY PAYER BY ACHIEVING KEY OUTCOMES: IMPROVED ADHERENCE TO ANTIPSYCHOTIC MEDICATION, INCREASED FOLLOW-UP WITHIN SEVEN BUSINESS DAYS AFTER ED VISITS, AND TIMELY INITIATION OF PRENATAL CARE. PIR ALSO MET 100% OF THE INTEGRATED CARE QUALITY MILESTONES UNDER THE STATE'S TARGETED INVESTMENT PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,248,939 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE KEEPER | PersonNm |
| Phone | 4809693800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N COUNTRY CLUB DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| SHARAREH NAJAFI-PIPER | |||||||
| CEO | 3.00 | 47.00 | Yes (X) | $0 | $542,382 | $22,390 | |
| JOHN MOORE | |||||||
| CFO (THROUGH JULY 2023) | 3.00 | 47.00 | Yes (X) | $0 | $246,870 | $18,509 | |
| MARTIN QUINTANA | |||||||
| CFO (AS OF AUGUST 2023) | 3.00 | 47.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID DAY | |||||||
| CHAIR | 0.25 | 3.75 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HOLLY WILLIAMS | |||||||
| VICE CHAIR | 0.25 | 3.75 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CRAIG CARDON | |||||||
| TREASURER | 0.25 | 3.75 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DON FOWLS MD | |||||||
| SECRETARY | 0.25 | 3.75 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ABRAHAM BARTON | |||||||
| DIRECTOR | 0.25 | 3.75 | $0 | $0 | $0 | Yes (X) | |
| PATRICK CARDON | |||||||
| DIRECTOR | 0.25 | 3.75 | $0 | $0 | $0 | Yes (X) | |
| WILFORD CARDON | |||||||
| IMMEDIATE PAST CHAIR | 0.25 | 3.75 | $0 | $0 | $0 | Yes (X) | |
| BRIAN KOTSUR | |||||||
| DIRECTOR | 0.25 | 3.75 | $0 | $0 | $0 | Yes (X) | |
| BRIAN MIDDLETON | |||||||
| DIRECTOR | 0.25 | 3.75 | $0 | $0 | $0 | Yes (X) | |
| TOM SIMPLOT | |||||||
| DIRECTOR | 0.25 | 3.75 | $0 | $0 | $0 | Yes (X) | |
| JON SCOTT WILLIAMS | |||||||
| DIRECTOR | 0.25 | 3.75 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $789,252 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,899 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COPA HEALTH INC | |||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | MANAGEMENT & ADMIN SERVICES | $31,156,102 |
| NEXTGEN HEALTHCARE INC | |||||
| 18111 VON KARMAN AVE SUITE 800 | IRVINE | CA | 92612 | EDI SYSTEM SUPPORT | $692,055 |
| BLAZE ADVISORS INC | |||||
| 5100 NORTHCREEK DRIVE | WILMINGTON | NC | 28409 | STAFFING SERVICES | $500,000 |
| DISTRICT MEDICAL GROUP INC | |||||
| PO BOX 860184 | MINNEAPOLIS | MN | 554860184 | STAFFING SERVICES | $390,590 |
| CONCENTRIC HEALTHCARE SOLUTIONS | |||||
| 4250 N DRINKWATER BLVD 100 | SCOTTSDALE | AZ | 85251 | STAFFING SERVICES | $116,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $44,764,709 | GovernmentGrantsAmt |
| All Other Contributions | $1,309,000 | AllOtherContributionsAmt |
| Total Contributions | $46,073,709 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTPATIENT CLINIC | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $6,373,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,373,820 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,373,820 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,281 | TotalRevenueColumnAmt |
| Exclusion | $27,281 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $95,144 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $95,144 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $95,144 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $350 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $350 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350 | TotalRevenueColumnAmt |
| Exclusion | $350 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,570,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,468,964 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,631 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Program Services | $500 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,156,102 | TotalAmt |
| Management And General | $30,459,811 | ManagementAndGeneralAmt |
| Fundraising | $696,291 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474 | TotalAmt |
| Management And General | $474 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,751,466 | TotalAmt |
| Program Services | $8,751,466 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114 | TotalAmt |
| Program Services | $114 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,633 | TotalAmt |
| Program Services | $193,633 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,855 | TotalAmt |
| Program Services | $762,855 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,384,993 | TotalAmt |
| Program Services | $3,384,993 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,212 | TotalAmt |
| Program Services | $610,212 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,669 | TotalAmt |
| Program Services | $12,669 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,908 | TotalAmt |
| Program Services | $68,908 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,528 | TotalAmt |
| Program Services | $364,528 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,765 | TotalAmt |
| Program Services | $316,765 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL SUPPLIES | $324,177 | $324,177 |
| LICENSES AND FEES | $239,019 | $239,019 |
| BAD DEBT | $168,614 | $168,614 |
| EQUIPMENT & REPAIRS | $29,067 | $29,067 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,419 | TotalAmt |
| Program Services | $21,419 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,405,515 | TotalAmt |
| Program Services | $15,248,939 | ProgramServicesAmt |
| Management And General | $30,460,285 | ManagementAndGeneralAmt |
| Fundraising | $696,291 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,558 | BOYAmt |
| EOY | $3,081,505 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,167,159 | BOYAmt |
| EOY | $1,000,494 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,229 | BOYAmt |
| EOY | $8,752,141 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,022 | BOYAmt |
| EOY | $2,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,587,570 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,187,668 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,174,409 | BOYAmt |
| EOY | $2,399,902 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,836 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,000 | BOYAmt |
| EOY | $134,071 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,896,521 | BOYAmt |
| EOY | $17,478,450 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,515,734 | BOYAmt |
| EOY | $32,848,683 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,014 | BOYAmt |
| EOY | $335,564 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,112 | BOYAmt |
| EOY | $2,793,331 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,810 | BOYAmt |
| EOY | $960,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,762 | BOYAmt |
| EOY | $5,731,662 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,440,698 | BOYAmt |
| EOY | $9,821,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,075,036 | BOYAmt |
| EOY | $22,433,126 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $594,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,075,036 | BOYAmt |
| EOY | $23,027,126 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,515,734 | BOYAmt |
| EOY | $32,848,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,164,789 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $1,787,301 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $214,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,851,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,535,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,445,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,073,709 | CurrentTaxYearAmt |
| Total | $95,121,956 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,673,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,493,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,080,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,916,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,373,820 | CurrentTaxYearAmt |
| Total | $123,538,077 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,888,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,345,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,616,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,362,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,447,529 | CurrentTaxYearAmt |
| Total | $218,660,033 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $218,660,033 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,425 | CurrentTaxYearAmt |
| Total | $276,437 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,425 | CurrentTaxYearAmt |
| Total | $276,437 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,896,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,352,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,727,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,389,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,569,954 | CurrentTaxYearAmt |
| Total | $218,936,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $983,032 | OtherCostOrOtherBasisAmt |
| Book Value | $983,032 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,781,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,952,992 | DepreciationAmt |
| Book Value | $828,566 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,405,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,234,676 | DepreciationAmt |
| Book Value | $170,441 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $417,863 | OtherCostOrOtherBasisAmt |
| Book Value | $417,863 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,399,902 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED ORGANIZATIONS | $11,982,118 |
| DEPOSITS | $306,332 |
| RIGHT-OF-USE LEASE ASSETS | $5,190,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,478,450 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $49,446 |
| RIGHT-OF-USE LEASE LIABILITIES | $5,682,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,731,662 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | PARTNER IN RECOVERY HOLDS SECURITY DEPOSITS FOR MEDICAL OFFICE TENANTS. THE SECURITY DEPOSIT, LESS THE COST OF ANY REPAIRS, IS RETURNED TO THE TENANT AT THE END OF THE LEASE. |
| PART X, LINE 2: | PARTNERS IN RECOVERY IS ORGANIZED AS AN ARIZONA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). IT QUALIFIES FOR CHARITABLE CONTRIBUTIONS UNDER SECTION 170. PARTNERS IN RECOVERY HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. PARTNERS IN RECOVERY HAS IMMATERIAL AMOUNTS OF UNRELATED BUSINESS TAXABLE INCOME. THEREFORE, THERE IS NO PROVISION IN THESE STATEMENTS FOR INCOME TAXES FOR THIS ENTITY. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATIONS WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHARAREH NAJAFI-PIPER | ||||||||||||||
| CEO | $0 | $366,528 | $0 | $175,854 | $0 | $0 | $0 | $20,500 | $0 | $1,890 | $0 | $564,772 | $0 | $0 |
| JOHN MOORE | ||||||||||||||
| CFO (THROUGH JULY 2023) | $0 | $232,194 | $0 | $404 | $0 | $14,272 | $0 | $10,030 | $0 | $8,479 | $0 | $265,379 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE CEO'S COMPENSATION IS DETERMINED BY COPA HEALTH, A RELATED ORGANIZATION. THE FOLLOWING WERE USED BY COPA HEALTH IN DETERMINING THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. FORM 990 OF OTHER ORGANIZATIONS 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | COPA HEALTH, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO THE 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLANS OF THESE EMPLOYEES IN CALENDAR YEAR 2022: JOHN MOORE - $14,272 MARTIN QUINTANA - $1,744 EMPLOYER CONTRIBUTIONS TO THE 457(F) PLANS ARE REPORTED WITHIN THE EMPLOYEE'S FORM W-2 WAGES AND AS SUCH, THE EMPLOYER CONTRIBUTIONS ARE REPORTED WITHIN SCHEDULE J, PART II, COLUMN B(III) AND ARE NOT REPORTED IN COLUMN (C). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | COPA HEALTH IS A 501(C)(3) NONPROFIT ORGANIZATION DEDICATED TO DELIVERING EXCEPTIONAL HEALTHCARE SERVICES GUIDED BY OUR SIX CORE VALUES - PEOPLE FIRST, COMPASSION, INTEGRITY, PERSEVERANCE, ACCOUNTABILITY, AND INNOVATION. COPA HEALTH INSPIRES HEALTH, HOPE, AND HAPPINESS BY DELIVERING WORLD CLASS SOLUTIONS TO INDIVIDUALS, FAMILIES, AND COMMUNITIES. WITH A FOCUS ON ASSISTING MEMBERS TO ACHIEVE LONG-TERM STABILITY, WE OFFER INTEGRATED HEALTHCARE, EMPLOYMENT-RELATED SERVICES, DAY PROGRAMS, IN-HOME SUPPORTS, COUNSELING, AND AFFORDABLE HOUSING FOR INDIVIDUALS AND FAMILIES WITH COMPLEX MEDICAL, BEHAVIORAL AND/OR LONG-TERM CARE NEEDS. WE OPERATE AFFORDABLE SUPPORTIVE HOUSING INCLUDING RENTAL HOUSING, RESIDENTIAL GROUP HOMES, COMMUNITY LIVING SERVICES, INDIVIDUALLY TAILORED LIVING ARRANGEMENTS, ADULT AND DEVELOPMENTAL HOMES, AND SUPPORTIVE HOUSING SERVICES AS WELL AS HEALTH HOMES PROVIDING INTEGRATED HEALTH SERVICES. OUR APPROACH TO COMMUNITY DEVELOPMENT COMBINES PHYSICAL AND BEHAVIORAL HEALTHCARE WITH SOCIAL SERVICES, HELPING INDIVIDUALS AND FAMILIES LIVE FULLER, HEALTHIER LIVES. |
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS WILFORD CARDON, CRAIG CARDON AND PATRICK CARDON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE FILING ORGANIZATION CONTRACTED WITH ONE OF ITS RELATED ORGANIZATIONS, COPA HEALTH, INC. (COPA), FOR MANAGEMENT AND PROGRAMMATIC SERVICES (MEDICAL STAFF SERVICES). COPA PROVIDES THE CEO AND CFO FOR THE FILING ORGANIZATION AND THEY WERE PAID THE FOLLOWING BY COPA RESPECTIVELY DURING THE FISCAL YEAR FOR THE SERVICES THEY PROVIDED TO THE FILING ORGANIZATION. SHARAREH NAJAFI-PIPER, CEO - $32,543 JOHN MOORE, CFO - $14,812 MARTIN QUINTANA, CFO - $7,392 AS COPA AND THE FILING ORGANIZATION ARE RELATED ORGANIZATIONS, THE CALENDAR YEAR 2022 COMPENSATION AND BENEFITS FOR THE CEO AND CFOS ARE REPORTED ON FORM 990, PART VII, SECTION A, COLUMNS E AND F AND SCHEDULE J, PART II, ROW (II). |
| FORM 990, PART VI, SECTION A, LINE 6 | COPA HEALTH, INC (COPA) IS THE SOLE MEMBER OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FULL BOARD OF DIRECTORS AND OFFICERS OF COPA ACT AS THE FULL BOARD OF DIRECTORS AND OFFICERS FOR THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING ACTS REQUIRE APPROVAL FROM THE MEMBERSHIP BODY: (1) AMENDMENTS TO THE ORGANIZATION'S OPERATING AGREEMENT, (2) SALE OR DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS, (3) ASSIGNMENT FOR THE BENEFIT OF CREDITORS, FILING A VOLUNTARY PETITION IN BANKRUPTCY OR CONSENT TO APPOINTMENT OF A RECEIVER FOR THE ORGANIZATION, (4) APPROVAL OF A PLAN OF MERGER OR CONSOLIDATION, (5) CONTRACT OR AGREEMENT WITH ANY MEMBER, INTEREST HOLDER OR AFFILIATE MEMBER, (6) ACQUISITION OR SALE OF REAL PROPERTY, (7) BORROWING MONEY FROM ANY LENDER OR MEMBER IN EXCESS OF $50,000, (8) ISSUANCE OF FURTHER MEMBERSHIP INTERESTS, (9) DECISIONS THAT AFFECT THE TAX LIABILITY OF THE ORGANIZATION OR MEMBERS AS WELL AS ANY ELECTIONS THAT WOULD AFFECT THE ORGANIZATION OR MEMBERS, (10) INSTITUTION OF FRINGE BENEFITS FOR ORGANIZATION EMPLOYEES, (11) DISTRIBUTIONS TO MEMBERS EXCEPT AS OTHERWISE PROVIDED, (12) EXPANDING INTO NEW BUSINESS AREA SUCH AS PROVIDING DIFFERENT PRODUCTS OR SERVICES THAT EXCEED 5% OF THE AMOUNT SET FORTH IN THE BUDGET OR ANY LINE THEREOF, AND (13) ADOPTION OR MODIFICATION OF THE ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF THE 990 AND ALL RELATED SCHEDULES WERE SENT TO THE BOARD OF DIRECTORS FOR REVIEW AFTER BEING REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. ANY QUESTIONS THE BOARD MIGHT HAVE WERE DIRECTED BACK TO THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. THE 990 WAS THEN DISCUSSED AT A FULL BOARD MEETING AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCING AGENCY POLICY ON CONFLICTS OF INTEREST IS THE RESPONSIBILITY OF THE ENTERPRISE RISK, AUDIT, AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE DEDICATES ONE MEETING PER YEAR TO: (1) ENSURE ALL CONFLICT OF INTEREST STATEMENTS HAVE BEEN RECEIVED, (2) ENSURE CONFLICTS ARE FULLY UNDERSTOOD AND IMPLICATIONS DISCUSSED AND DISPOSITION AGREED UPON, (3) ENSURE THAT BOARD MEMBERS WITH CONFLICTS, IF ANY, FOLLOW POLICY WITH RESPECT TO VOTING ON MATTERS THAT THEY MAY HAVE A CONFLICT WITH, AND (4) RECOMMEND ENHANCEMENTS TO EXISTING FORMS, POLICIES, AND TRAINING RELATED TO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY PAID OFFICERS OR EMPLOYEES. HOWEVER, A COMPENSATION POLICY IS IN PLACE THAT WOULD REQUIRE THE BOARD AS A WHOLE, AS THE EXECUTIVE COMMITTEE, TO REVIEW THE COMPENSATION OF ALL OFFICERS BY COMPARING THEIR COMPENSATION TO COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN LIKE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE BOARD OR COMMITTEE WOULD THEN APPROVE ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, COPIES OF ALL POLICIES, THE AUDITED FINANCIAL STATEMENTS, AND/OR THE GOVERNING DOCUMENTS, WHEN REQUESTED IN WRITING OR IN PERSON. |
| FORM 990, PART IX, LINE 11G | CONTRACTOR FEE: PROGRAM SERVICE EXPENSES 8,751,466. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,751,466. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS AND AUTHORITY FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE FISCAL YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MARC COMMUNITY RESOURCES INC | |||||||||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | 860137109 | SERVES MENTALLY ILL AND I/DD POPULATIONS | AZ | 501(C)(3) | LINE 10 | COPA HEALTH | 0 | |
| COPA HEALTHINC | |||||||||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | 844608444 | SUPPORT AND PROGRAMMATIC RESOURCES | AZ | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| THE MARC FOUNDATION | |||||||||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | 860604565 | PLANNED GIVING | AZ | 501(C)(3) | LINE 12B, II | COPA HEALTH | 0 | |
| VILLAGES AT OASIS PARK PHASE I | |||||||||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | 271838305 | SPECIAL NEEDS HOUSING | AZ | 501(C)(3) | LINE 12B, II | COPA HEALTH | 0 | |
| VILLAGES AT OASIS PARK PHASE II | |||||||||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | 273345879 | SPECIAL NEEDS HOUSING | AZ | 501(C)(3) | LINE 12B, II | COPA HEALTH | 0 | |
| ADVOCATES FOR THE DISABLED | |||||||||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | 860285294 | ASSIST WITH GOVERNMENT BENEFITS | AZ | 501(C)(3) | LINE 7 | COPA HEALTH | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| LA VICTORIA COMMONS LP | |||||||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | 921889377 | LIHTC HOUSING COMMUNITY | AZ | N/A | 0 | 0 |
| LA VICTORIA COMMONS 4 LIHTC LP | |||||||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | 990445412 | LIHTC HOUSING COMMUNITY | AZ | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TECMARC INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N COUNTRY CLUB DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262119128 | EIN |
| Primary Activities | TECHNICAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt |
|---|
| M |
| N |
| P |
| Q |