2019-05-13T11:11:24-05:00 2018-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2017-07-01 711018775 RECOVERY INNOVATIONS INC RECO 6026501212 2701 N 16TH STREET 316 PHOENIX AZ 85006 THOMAS CASTELLANOS CFO 6026501212 2019-05-13 1 AMY A O'LOUGHLIN P00869687 6022646835 2019-05-08 24.250.108.130 2019-05-13 11:02:50 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1212D86953DF9911D4E957E54162B84DD93DFAA7 2017 2019-02-21 02:37:17Z RI INTERNATIONAL DAVID COVINGTON 2701 N 16TH STREET 316 PHOENIX AZ 85006 75563301 0 X WWW.RIINTERNATIONAL.COM X 2006 AZ RECOVERY INNOVATIONS, INC. ("RI OR THE ORGANIZATION"), INCORPORATED IN THE STATE OF ARIZONA IN... RECOVERY INNOVATIONS, INC. ("RI OR THE ORGANIZATION"), INCORPORATED IN THE STATE OF ARIZONA IN DECEMBER 2006 AS A NON-PROFIT ORGANIZATION, HAS CREATED A NEW PARADIGM OF DELIVERING BEHAVIORAL HEALTH SERVICES THAT FOCUSES ON WELLNESS RATHER THAN THE TRADITIONAL ILLNESS-BASED APPROACH. THROUGH ITS LOCAL NON-PROFIT CORPORATIONS, RECOVERY INNOVATIONS OFFERS A RANGE OF SERVICES IN FOUR PRIMARY AREAS; CRISIS, HEALTH, RECOVERY AND CONSULTING. RECOVERY INNOVATIONS OPERATES RECOVERY-BASED MENTAL HEALTH SERVICES IN FIVE STATES AND NEW ZEALAND AND HAS PROVIDED RECOVERY TRAINING AND TRANSFORMATION CONSULTATION IN 27 STATES AND FIVE COUNTRIES ABROAD.OUR MISSION IS TO EMPOWER PEOPLE TO RECOVER, SUCCEED IN ACCOMPLISHING THEIR GOALS, FIND MEANING AND PURPOSE IN LIFE, AND RECONNECT WITH THEMSELVES AND OTHERS. OUR VISION IS TO ACTIVATE THE NEXT GENERATION OF FRAME-BREAKING HEALTHCARE INNOVATION TO SUPPOR 8 6 1424 11 0 0 310524 478017 64424717 72949906 1343 1576387 157787 131208 64894371 75135518 770485 845974 0 0 45316924 51409076 0 0 0 16316448 18403304 62403857 70658354 2490514 4477164 33026855 36966378 22500239 21963708 10526616 15002670 X TO CREATE OPPORTUNITIES AND ENVIRONMENTS THAT EMPOWER PEOPLE TO RECOVER, TO SUCCEED IN ACCOMPLISHING THEIR GOALS, AND TO RECONNECT TO THEMSELVES, OTHERS, AND TO MEANING AND PURPOSE IN LIFE. 0 0 9311187 763131 7709924 HEALTH: RI'S OUTPATIENT SERVICES INCLUDE HOUSING, COMMUNITY BUILDING, RECOVERY EDUCATION, AND SEVERAL TRANSITION MANAGEMENT PROGRAMS; AN AREA OF GREAT STRENGTH FOR RI. OUR PROGRAMS ARE FOCUSED ON INCREASING EDUCATION AND EMPLOYMENT OPPORTUNITIES, AS WELL AS ASSISTING WITH SHORT AND LONGER TERM HOUSING TO HELP EASE OUR PARTICIPANTS' INTEGRATION WHILE TRANSITIONING BACK INTO THE COMMUNITY. 39786382 45530276 CRISIS: RI'S CRISIS SERVICES INCLUDE RECOVERY RESPONSE CENTERS (CRISIS STABILIZATION PROGRAMS), EVALUATION & TREATMENT (INVOLUNTARY & COURT ORDERED TREATMENT), AND RESPITES. OUR PROGRAMS FOCUS ON CREATING "LIVING ROOM" TYPE ENVIRONMENTS IN WHICH EACH PERSON IS TREATED WITH RESPECT, COMPASSION, AND DIGNITY. OUR CRISIS PROGRAMS ENSURE SAFETY WHILE PROVIDING THE BEST CLINICAL AND MEDICAL TREATMENT SERVICES AVAILABLE TO THOSE EXPERIENCING A BEHAVIORAL HEALTH CRISIS. THESE SERVICES ARE AVAILABLE 24 HOURS A DAY 7 DAYS A WEEK AND SERVE ALL REGARDLESS OF THEIR ABILITY TO PAY. 11761014 82842 18923889 RECOVERY: RI'S RECOVERY SERVICES INCLUDE WELLNESS CITIES CENTERS PROVIDING INDIVIDUAL AND GROUP PEER SUPPORT, PHYSICAL FITNESS GYMS, AND EDUCATION AND SOCIALIZATION PROGRAMS. PEER BRIDGER/NAVIGATOR OPPORTUNITIES ARE ALSO PROVIDED TO ENSURE SUCCESSFUL COMMUNITY TRANSITION OF OUR PARTICIPANTS (DIVERTING FROM INPATIENT HOSPITALIZATION AND RE ADMISSION). THE RI MODEL HAS HAD A GLOBAL IMPACT ON THE MENTAL HEALTH FIELD SERVING AS A DEMONSTRATION THAT RECOVERY FROM MENTAL ILLNESS AND/OR ADDICTION IS POSSIBLE. USING PRINCIPLES AND PRACTICES THAT CREATE RECOVERY OPPORTUNITIES, RI OFFERS. WE ARE PLACING AN EMPHASIS ON DEMONSTRATING MEASURABLY BOTH THE RECOVERY AND COST SAVINGS BENEFITS OF THESE PROGRAMS. 644695 917025 CONSULTING: RECOVERY INNOVATIONS HAS BEEN A RECOGNIZED LEADER IN THE DEVELOPMENT OF A SOPHISTICATED AND EFFECTIVE PEER SUPPORT WORKFORCE. THE CORE OF THIS SUCCESS IS OUR SIGNATURE PEER EMPLOYMENT (CERTIFIED PEER SPECIALIST) TRAINING. IT'S ENGAGING, CHALLENGING AND TRANSFORMATIVE, AND HOLDS THE HIGH EXPECTATION THAT PEOPLE WITH SIGNIFICANT CHALLENGES CAN SUCCEED AT THE HIGHEST LEVEL. IN ADDITION, RI PROVIDES SEVERAL ADDITIONAL RECOVERY TRAINING COURSES AND TRANSFORMATIVE CONSULTATION FOR THE VA AND OTHER ORGANIZATIONS AND INDIVIDUALS, THROUGHOUT THE UNITED STATES AND ACROSS THE GLOBE. 644695 917025 61503278 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 258 0 1 1424 1 1 1 1 NZ 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AZ CA X X EVETTE BELTRAN 6026501212 2701 N 16TH STREET SUITE 316 PHOENIX AZ 85006 MICHAEL CASON VICE-CHAIR 0.80 0.40 X X 0 0 0 BRUCE HARVEY MEMBER (RESIGNED 7/31/17) 0.80 0.40 X 0 0 0 JAMES ZIMMER CPA MEMBER (RESIGNED 7/24/17) 0.80 0.40 X 0 0 0 ELEANOR OWEN MEMBER (RESIGNED 7/14/17) 0.80 0.40 X 0 0 0 STEVEN FASICK SECRETARY 0.80 0.40 X X 0 0 0 SHANNON JACCARD CHAIR 0.80 0.40 X X 0 0 0 DR KEN THOMPSON MEMBER 0.80 0.40 X 0 0 0 BRIAN KARR TREASURER 0.80 0.40 X X 55708 0 0 DR JOHN SANTOPIETRO MEMBER 0.80 0.40 X 0 0 0 DR DENNIS MORRISON MEMBER 0.80 0.40 X 0 0 0 VICTOR ARMSTRONG MEMBER 0.80 0.40 X 0 0 0 DAVID W COVINGTON PRESIDENT/CEO 40.00 0.40 X 403415 0 24071 THOMAS CASTELLANOS CFO 40.00 0.40 X 151967 0 12992 SUE ANN ATKERSON COO 40.00 0.40 X 183020 0 15184 VASANT HALAMAKAR MEDICAL DIRECTOR 40.00 X 369393 0 7100 CHARLES BROWNING MEDICAL DIRECTOR 40.00 X 369195 0 23517 ALICE PLUMMER PSYCHIATRIST 40.00 X 331204 0 18925 TRACY L CREWS MEDICAL DIRECTOR 40.00 X 264968 0 17340 RAFIYA A BAIG PSYCHIATRIST 40.00 X 257940 0 0 PATRICK KURITZ NURSE PRACTITIONER 40.00 X 233448 0 12689 SHARON A SY NURSE PRACTITIONER EX 40.00 X 217060 0 13522 2837318 0 145340 42 0 1 0 NETSMART TECHNOLOGIES INC 4950 COLLEGE BOULEVARD OVERLAND PARK KS 66211 IT CONSULTING 1209716 INTEGRATED HEALTH RESOURCES LLC 260 PEACHTREE ST NW 1900 ATLANTA GA 30303 IT SERVICES 413399 RIVERSIDE COUNTY MENTAL HEALTH 4095 COUNTY CIRCLE DRIVE RIVERSIDE CA 92503 MEDICAL STAFFING 367505 FASPSYCH LLC 8687 EAST VIA DE VENTURA SCOTTSDALE AZ 85258 MEDICAL STAFFING 356734 CONCENTRIC HEALTHCARE SOLUTIONS 4250 N DRINKWATER BLVD SCOTTSDALE AZ 85251 MEDICAL STAFFING 325836 19 472217 5800 478017 FEE FOR SERVICES 541610 52098946 52098946 RECOVERY RESPONSE CTR 624100 19995534 19995534 CONSULTING/TRAINING 541610 855426 855426 72949906 2847 2847 130081 0 130081 130081 130081 2000000 426460 1573540 1573540 1573540 2450 1323 1127 1127 75135518 73081114 0 1576387 845974 845974 1559854 1403621 156233 40689575 36621769 4067806 218030 192059 25971 5533652 5010036 523616 3407965 3109451 298514 431931 160775 271156 61538 7350 54188 4852679 2738149 2114530 400109 266865 133244 4996583 4957294 39289 978197 658191 320006 146352 27830 118522 257540 158420 99120 1433337 832108 601229 805412 805412 PROGRAM SUPPLIES 1682152 1677832 4320 TELEPHONE 739935 594740 145195 PROGRAM SERVICES 590572 469282 121290 EQUIPMENT LEASE/MAINT. 571127 538532 32595 455840 427588 28252 70658354 61503278 9155076 0 10656795 13835988 14643 13533 8664502 8543425 18623 14738 920290 1116215 17611010 4517004 12015561 13094006 385482 350959 348473 33026855 36966378 8550804 8220512 2095303 2975766 7649705 6748723 4204427 4018707 22500239 21963708 X 10526616 15002670 10526616 15002670 33026855 36966378 4477164 -1110 0 X 0 1 X 1 0 X 6006 19809 21594 310524 478017 835950 34932693 44736172 55746810 64427668 72952356 272795699 34938699 44755981 55768404 64738192 73430373 273631649 0 1951879 74391 2026270 1951879 74391 2026270 271605379 821068 160009 156810 158110 132928 1428925 821068 160009 156810 158110 132928 1428925 35759767 44915990 55925214 64896302 73563301 275060574 0.98740 0.96660 0.00520 0.01150 X 12659600 3543034 9116566 2439559 973970 1465589 2511851 2511851 13094006 TENANT DEPOSITS 40255 INTERCOMPANY PAYABLES 2730463 LEASE OBLIGATIONS 1247989 4018707 X 75209208 -1110 74800 73690 75135518 0 75135518 70735103 76749 76749 70658354 0 70658354 PART X, LINE 2: RI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). THIS ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE ("IRS") NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. ROC, RIP AND RJLLC ARE DISREGARDED ENTITIES FOR INCOME TAX PURPOSES, AND ACCORDINGLY, ALL INCOME AND EXPENSES ARE PASSED THROUGH TO RI. RECOVERY INNOVATION'S NEW ZEALAND OPERATIONS BEGAN IN SEPTEMBER 2009, AND ARE ACCOUNTED FOR WITHIN RI AND HAVE RECEIVED THEIR FORMAL EXEMPT STATUS. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990), FOR THE YEARS ENDED JUNE 30, 2015, 2016 AND 2017 ARE SUBJECT TO IRS EXAMINATION GENERALLY FOR THREE YEARS AFTER FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE REPORTED BY AFFILIATES 74,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY AFFILIATES 78,297. ELIMINATING ENTRIES -1,548. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 11 PROGRAM SERVICES HEALTHCARE 437716 1 11 0 0 1 11 437716 0 437716 0 0 0 0 0 0 PART I, LINE 3, COLUMN F THE ORGANIZATION ACCOUNTS FOR ITS EXPENDITURES ON THE ACCRUAL BASIS. 1 SUPPORTED HOUSING 845974 PART I, LINE 2: ALL HOUSING SUBSIDIES ARE PAID DIRECTLY TO THE HOUSING PROVIDER. PARTICIPANTS MUST MEET CERTAIN QUALIFICATIONS THAT ARE VERIFIED BEFORE HOUSING IS PROVIDED. AT YEAR-END, THERE IS A RECONCILIATION BETWEEN REVENUE RECEIVED AND ENCOUNTERS PROVIDED. X X X X X 0 0 0 0 0 0 0 0 0 DAVID W COVINGTON PRESIDENT/CEO 403415 0 0 0 0 0 9113 0 14958 0 427486 0 0 0 THOMAS CASTELLANOS CFO 151967 0 0 0 0 0 4500 0 8492 0 164959 0 0 0 SUE ANN ATKERSON COO 183020 0 0 0 0 0 734 0 14450 0 198204 0 0 0 VASANT HALAMAKAR MEDICAL DIRECTOR 369393 0 0 0 0 0 7100 0 0 0 376493 0 0 0 CHARLES BROWNING MEDICAL DIRECTOR 369195 0 0 0 0 0 8559 0 14958 0 392712 0 0 0 ALICE PLUMMER PSYCHIATRIST 331204 0 0 0 0 0 9515 0 9410 0 350129 0 0 0 TRACY L CREWS MEDICAL DIRECTOR 264968 0 0 0 0 0 3303 0 14037 0 282308 0 0 0 RAFIYA A BAIG PSYCHIATRIST 257940 0 0 0 0 0 0 0 0 0 257940 0 0 0 PATRICK KURITZ NURSE PRACTITIONER 233448 0 0 0 0 0 6180 0 6509 0 246137 0 0 0 SHARON A SY NURSE PRACTITIONER EX 217060 0 0 0 0 0 4542 0 8980 0 230582 0 0 0 STEVEN FASICK SEE PART V 542175 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:BOARD MEMBER, STEVEN FASICK, IS THE OWNER OF FASICK HOLDINGS LLC AND 659 CHESTNUT, LLC. RII RENTS SPACE FROM FASICK HOLDINGS AND 659 CHESTNUT,(D) DESCRIPTION OF TRANSACTION: RENT PAYMENTS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED BY THE BOARD BEFORE FINALIZING AND FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER MUST REVIEW THE CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL CONFLICT BETWEEN A BOARD MEMBER'S OBLIGATIONS TO THE ORGANIZATION AND THE BOARD MEMBER'S PERSONAL, BUSINESS OR OTHER INTERESTS. WHEN A PERSONAL, BUSINESS, OR OTHER INTEREST EXISTS WHEREBY A DIRECTOR OR OFFICER MAY BE AFFECTED BY A BOARD OF DIRECTOR'S ACTION OR BY DOING BUSINESS WITH THE CORPORATION, THE DIRECTOR OFFICER SHALL MAKE ALL CIRCUMSTANCES KNOWN TO THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING. THE MINUTES WILL REFLECT THE DISCUSSION AND RESOLUTION OF THE MATTER. UPON A VOTE OF DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS, THE INDIVIDUAL THAT HAS THE CONFLICT OF INTEREST MAY BE REQUIRED TO (A) ABSTAIN FROM VOTING ON THE MATTER, (B) ABSTAIN FROM PARTICIPATING IN THE DISCUSSION OF THE MATTER; AND/OR (C) NOT BE PRESENT DURING THE MEETING WHEN THE MATTER IS DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION REVIEWED THE COMPENSATION INFORMATION ON THE FORM 990 OF COMPARABLE NON-PROFITS TO HELP IN DETERMINING THE LEVELS OF COMPENSATION OF ITS EXECUTIVE STAFF. THE SALARY PACKAGE WAS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. THE DECISION WAS NOTED IN THE MINUTES OF THE BOARD MEETING. REVIEW LAST PREFORMED JULY 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE RECOVERY OPPORTUNITY CENTER LLC 2701 N 16TH STREET SUITE 316 PHOENIX AZ 85006 711019072 MENTAL HEALTH AZ 1005740 1907581 N/A RI PROPERTIES LLC 2701 N 16TH STREET SUITE 316 PHOENIX AZ 85006 711018775 RENTAL AZ 2073241 12267323 N/A RECOVERY JOURNEY LLC 2701 N 16TH STREET SUITE 316 PHOENIX AZ 85006 462317406 SOFTWARE DEVELOPMENT AZ 0 0 N/A RECOVERY INNOVATIONS OF ARIZONA INC 2701 N 16TH STREET SUITE 316 PHOENIX AZ 85006 860671446 MENTAL HEALTH AZ 501(C)(3) LINE 10 N/A 1 0 0 0 1 1 0 0 0 0 1 0 1 0 1 1 1 1 0 0