2018-05-07T16:32:13-07:00 2017-09-30 364538293 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2016-10-01 237086112 CODAC HEALTH RECOVERY AND WELLNESS CODA 5203274505 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 LAURA KOLB VP OF ADMIN SERVICES 5203274505 2018-05-03 true ERIC S RUDNER CPA P00378841 5205450500 2018-05-03 2016 2022-09-23 18:48:47Z LAURA KOLB 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 33289859 false X WWW.CODAC.ORG X 1970 AZ CODAC PROVIDES TOOLS, SUPPORT AND SERVICES TO INDIVIDUALS, FAMILIES, AND COMMUNITIES SO THEY MAY LIVE WITH DIGNITY, FREE FROM THE HARMFUL EFFECTS OF MENTAL ILLNESS, SUBSTANCE USE DISORDERS AND TRAUMA. 11 11 601 21 54731 34597 33995531 30330211 489995 1843021 1374672 -93787 43012 54731 35903210 32134176 0 0 22736243 21817259 0 46188 10337767 10796133 33074010 32613392 2829200 -479216 22402966 21691324 7757429 7525003 14645537 14166321 X CODAC PROVIDES TOOLS, SUPPORT AND SERVICES TO INDIVIDUALS, FAMILIES, AND COMMUNITIES SO THEY MAY LIVE WITH DIGNITY, FREE FROM THE HARMFUL EFFECTS OF MENTAL ILLNESS, SUBSTANCE USE DISORDERS AND TRAUMA. false false 22348883 120964 OUTPATIENT SERVICES: COMPREHENSIVE OUTPATIENT SERVICES ARE AVAILABLE FOR CHILDREN AND ADULTS (AGES 6+) WITH SUBSTANCE USE DISORDERS (DRUG AND ALCOHOL ABUSE AND ADDICTION), GENERAL MENTAL HEALTH CONCERNS (SUCH AS GRIEF, DEPRESSION, ANXIETY, AND RELATIONSHIP TROUBLES), SERIOUS MENTAL ILLNESSES (SUCH AS SCHIZOPHRENIA, BIPOLAR DISORDER, PTSD) AND TRAUMA. CODAC IS A FULLY-INTEGRATED HEALTH HOME, COORDINATING AND PROVIDING PHYSICAL AS WELL AS MENTAL, EMOTIONAL AND BEHAVIORAL HEALTH CARE ON-SITE. IN ADDITION TO TWO TREATMENT CENTERS THAT PROVIDE SERVICES TO ADULTS 18+ WITH ALL OF THE CONCERNS LISTED ABOVE, CODAC ALSO HAS A VARIETY OF SPECIALIZED PROGRAMS FOR UNIQUE POPULATIONS INCLUDING CHILDREN AND FAMILIES, TRANSITION-AGED YOUTH, LGBTQI AND ALLIED INDIVIDUALS, SURVIVORS OF SEXUAL ASSAULT, PREGNANT AND PARENTING WOMEN WITH ADDICTIONS, MEN WITH ADDICTIONS, INDIVIDUALS WITH ADDICTIONS TO OPIOIDS (MEDICATION ASSISTED TREATMENT), INDIVIDUALS ORDERED BY THE COURT INTO TREATMENT AND THOSE INVOLVED WITH THE CRIMINAL JUSTICE SYSTEM. EACH OF THESE PROGRAMS OFFERS A FULL CONTINUUM OF CARE INCLUDING CARE COORDINATION, PEER SUPPORT, PSYCHIATRY, THERAPY/COUNSELING, HEALTH PROMOTION, EMPLOYMENT ASSISTANCE, PHYSICAL HEALTH CARE, AND WELLNESS SUPPORT FOCUSING ON INDIVIDUAL STRENGTHS AND COMMUNITY SUPPORT TO PROMOTE LONG-TERM RECOVERY AND PREVENT RELAPSE. A TOTAL OF MORE THAN 16,000 INDIVIDUALS WERE SERVED BY CODAC IN FY17. 2784054 CODAC'S WOMEN'S RECOVERY SERVICES HAS BOTH RESIDENTIAL AND OUTPATIENT COMPONENTS. THE RESIDENTIAL COMPONENT - CALLED LAS AMIGAS - IS A 28-BED SUBSTANCE USE DISORDER TREATMENT FACILITY FOR PREGNANT AND PARENTING WOMEN AND THEIR CHILDREN UP TO THE AGE OF SIX. IN FY17, NEARLY 260 WOMEN WERE SERVED AT LAS AMIGAS. CODAC'S INTENSIVE OUTPATIENT PROGRAM FOR WOMEN - CALLED MOTHERS CARING ABOUT SELF - PROVIDES AT LEAST NINE HOURS OF ADDICTION TREATMENT PER WEEK TO WOMEN IN RECOVERY FROM DRUG AND ALCOHOL ADDICTION. CHILDCARE IS AVAILABLE AT NO COST. GENERAL OUTPATIENT SERVICES ARE ALSO AVAILABLE FOR WOMEN WITH DEPRESSION, ANXIETY, POSTPARTUM MOOD DISORDERS AND TRAUMA AND TO CONTINUE WITH RELAPSE PREVENTION. IN FY17, MORE THAN 400 WOMEN WERE SERVED IN THE OUTPATIENT WOMEN'S RECOVERY SERVICES. 2727210 CODAC'S MEDICATION ASSISTED TREATMENT PROGRAM IS AN OUTPATIENT PROGRAM THAT PRESCRIBES AND MONITORS METHADONE AND SUBOXONE FOR PEOPLE IN RECOVERY FROM OPIOID USE DISORDER(AGES 18+). MEMBERS ARE ALSO REQUIRED TO PARTICIPATE IN PEER SUPPORT AND COUNSELING SERVICES. METHADONE AND SUBOXONE ARE HIGHLY REGULATED MEDICATIONS USED TO TREAT OPIOID ADDICTION. DURING FY17, CODAC'S MAAT PROGRAM SERVED MORE THAN 1,080 MEMBERS. 3814094 1722057 IN FY17, CODAC SERVED A TOTAL OF MORE THAN 16,000 INDIVIDUALS AND FAMILIES. CENPATICO INTEGRATED CARE NAMED CODAC AS IS FIRST ADULT CENTER OF EXCELLENCE. CODAC'S MEDICATION ASSISTED TREATMENT PROGRAM WAS ALSO NAMED A CENTER OF EXCELLENCE. CODAC WAS AWARDED THREE SUCCESSFUL VICTIMS OF CRIME ACT (VOCA) GRANTS, RESULTING IN OVER 400,000 IN ADDITIONAL GRANT FUNDS FOR SACASA. CODAC BUILT AND OPENED THE GILA HOUSE, A 10-BED BRIEF INTERVENTION PROGRAM (BIP). THIS IS ONE OF ONLY TWO CENPATICO INTEGRATED CARE (CIC) APPROVED FREE-STANDING BIPS IN PIMA COUNTY. THE HELEN HOUSE BIP ALSO LICENSED. RAISED 40K+ THROUGH DINE OUT FOR SAFETY EVENT TO SUPPORT SURVIVORS OF SEXUAL ASSAULT AT SACASA. CODAC RECEIVED A LETTER OF ACKNOWLEDGEMENT FROM THE US DEPT. OF JUSTICE FOR A GREAT SITE VISIT FOR OUR HUMAN TRAFFICKING GRANT AND WAS RECOGNIZED FOR THE WORK THE HUMAN TRAFFICKING TASKFORCE HAS DONE OVER THE LAST YEAR. IN RESPONSE TO FUNDING CHANGES AND REDUCTIONS IN SOME KEY AREAS, CODAC CLOSED THE CACTUS BLOOM PROGRAM (FOR ADULTS AGES 50+), ABSORBING THESE SERVICES INTO CODAC'S OTHER ADULT OUTPATIENT CENTERS. ALSO CLOSED THE NOGALES, DESERT LIFE, SANTA ROSA AND EL PUEBLO LOCATIONS, ABSORBING THEIR FUNCTIONS INTO OTHER CODAC TREATMENT CENTERS. CODAC WAS NAMED THE READERS' CHOICE FOR BEST BEHAVIORAL HEALTH (ARIZONA DAILY STAR). 3814094 1722057 31674241 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false true false false false false true 375 0 true 601 true true true false false false false false false false false false false false X 11 11 false false false false false false false true true false false false true true true true true true true false AZ X X THE ORGANIZATION 5203274505 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 ROBERT BARRASSO BOARD MEMBER 1.00 X 0 0 0 DAVID BRAUN TREASURER 1.00 X X 0 0 0 ALICIA CORTI BOARD MEMBER 1.00 X 0 0 0 PAUL HOOKER SECRETARY 1.00 X X 0 0 0 BRUCE HYLAND BOARD MEMBER 1.00 X 0 0 0 JEAN TKACHYK BOARD MEMBER 1.00 X 0 0 0 TERE LEBARRON CHAIR 1.00 X X 0 0 0 JOHN LEWIS MD BOARD MEMBER 1.00 X 0 0 0 PAT MARSH BOARD MEMBER 1.00 X 0 0 0 ABE MARQUES BOARD MEMBER 1.00 X 0 0 0 BRIAN SPENCER BOARD MEMBER 1.00 X 0 0 0 DENNIS REGNIER PRESIDENT/CE 40.00 X 238775 0 5591 LAURA KOLB VP OF ADMIN 40.00 X 178493 0 5591 MICHAEL KUNTZELMAN HEALTH PROFE 40.00 X 245341 0 4609 FRED MITTLEMAN HEALTH PROFE 40.00 X 232799 0 2745 NAOMI PARK HEALTH PROFE 40.00 X 213812 0 2918 ALAN WOLFSON HEALTH PROFE 40.00 X 211797 0 746 BETH NEWHOUSE HEALTH PROFE 40.00 X 176259 0 5789 1497276 27989 22 false true false ENVIRONMENT CONTROL TUCSON PO BOX 43515 TUCSON AZ 85733 MAINTENANCE 398351 STEVEN J BUPP MD 13561 E DEER RUN TRAIL TUCSON AZ 85749 PHYSICIAN 375021 TUCSON 630 MEDICAL PROPERTIES 181 WEST MADISON SUITE 4700 CHICAGO IL 60602 FACILITY LEASE 359380 TOPAZ INFORMATION LLC 4747 N 7TH STREET SUITE 100 PHOENIX AZ 85004 SOFTWARE SERVIC 325601 ENTERPRISE FM TRUST PO BOX 80089 KANSAS CITY MO 64180 AUTO LEASING 319154 15 3024232 27305979 30330211 CLIENT FEES 621400 1633403 1633403 RENTAL INCOME 531110 209618 209618 1843021 3327 3327 105300 50569 54731 54731 54731 1008000 1105114 -97114 -97114 -97114 32134176 1843021 54731 -93787 X 597180 530505 66675 17106958 16652803 428238 25917 118394 116053 2147 194 2618364 2551310 63763 3291 1376363 1337493 36895 1975 41172 41172 122498 45488 77010 61895 61895 3624455 3596720 21343 6392 2496816 2486278 9500 1038 144592 135028 9086 478 24776 24579 10 187 1264108 1252705 10438 965 OPERATING EXPENSES 3015821 2904107 105963 5751 32613392 31674241 892963 46188 4797594 4195302 2227210 1841465 1288043 2516377 26260 17580 557136 794933 21841322 9579921 13455189 12261401 51534 64266 22402966 21691324 2645039 2855240 4606454 4174624 505936 495139 7757429 7525003 X 13998782 13952037 646755 214284 14645537 14166321 22402966 21691324 -479216 X false true X true true true X 32699169 38605017 54893250 33995531 30330211 190523178 32699169 38605017 54893250 33995531 30330211 190523178 190523178 6171 5309 7827 4424 3327 27058 49041 54497 68829 43012 54731 270110 190820346 2832769 0.99840 0.99840 X SUPPLEMENTAL INFORMATION AMOUNTS FOR PART II 2014 COLUMN INCLUDE THOSE FROM FISCAL YEAR 07/01/2014-06/30/2015 AND FROM SHORT YEAR 07/01/2015-09/30/2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2189532 2189532 11135676 2916090 8219586 7853643 6663831 1189812 662471 662471 12261401 EQUIPMENT CONTRACTS PAYABLE 493920 TENANT DEPOSITS 1219 495139 X 32184745 32184745 -50569 -50569 32134176 32663961 50569 50569 32613392 32613392 SCHEDULE D, PAGE 3, PART X CODAC'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. AS OF SEPTEMBER 30, 2017, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. SCHEDULE D, PAGE 4, PART XI, LINE 4B RENTAL EXPENSES -50,569 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 50,569 false false false false false false false false false DENNIS REGNIER PRESIDENT/CEO 211475 27300 5591 244366 LAURA KOLB VP OF ADMIN SERVICES 168493 10000 5591 184084 MICHAEL KUNTZELMAN HEALTH PROFESSIONAL 245341 4609 249950 FRED MITTLEMAN HEALTH PROFESSIONAL 232799 2745 235544 NAOMI PARK HEALTH PROFESSIONAL 213812 2918 216730 ALAN WOLFSON HEALTH PROFESSIONAL 206797 5000 746 212543 BETH NEWHOUSE HEALTH PROFESSIONAL 176259 5789 182048 FORM 990, PAGE 1, PART I, LINE 6 CODAC VOLUNTEERS PROVIDED ASSISTANCE IN THE FOLLOWING SERVICES/LOCATIONS: -YOUTH PROGRAM AT SANTA ROSA -LIVING OUT LOUD PROGRAM -CRISIS ADVOCACY AT SACASA FORM 990, PAGE 2, PART III, LINE 4A AND PARENTING WOMEN WITH ADDICTIONS, MEN WITH ADDICTIONS, INDIVIDUALS WITH ADDICTIONS TO OPIOIDS (MEDICATION ASSISTED TREATMENT), INDIVIDUALS ORDERED BY THE COURT INTO TREATMENT AND THOSE INVOLVED WITH THE CRIMINAL JUSTICE SYSTEM. EACH OF THESE PROGRAMS OFFERS A FULL CONTINUUM OF CARE INCLUDING CARE COORDINATION, PEER SUPPORT, PSYCHIATRY, THERAPY/COUNSELING, HEALTH PROMOTION, EMPLOYMENT ASSISTANCE, PHYSICAL HEALTH CARE, AND WELLNESS SUPPORT FOCUSING ON INDIVIDUAL STRENGTHS AND COMMUNITY SUPPORT TO PROMOTE LONG-TERM RECOVERY AND PREVENT RELAPSE. A TOTAL OF MORE THAN 16,000 INDIVIDUALS WERE SERVED BY CODAC IN FY17. FORM 990, PAGE 2, PART III, LINE 4B SERVICES. FORM 990, PAGE 2, PART III, LINE 4D IN FY17, CODAC SERVED A TOTAL OF MORE THAN 16,000 INDIVIDUALS AND FAMILIES. CENPATICO INTEGRATED CARE NAMED CODAC AS IS FIRST ADULT CENTER OF EXCELLENCE. CODAC'S MEDICATION ASSISTED TREATMENT PROGRAM WAS ALSO NAMED A CENTER OF EXCELLENCE. CODAC WAS AWARDED THREE SUCCESSFUL VICTIMS OF CRIME ACT (VOCA) GRANTS, RESULTING IN OVER 400,000 IN ADDITIONAL GRANT FUNDS FOR SACASA. CODAC BUILT AND OPENED THE GILA HOUSE, A 10-BED BRIEF INTERVENTION PROGRAM (BIP). THIS IS ONE OF ONLY TWO CENPATICO INTEGRATED CARE (CIC) APPROVED FREE-STANDING BIPS IN PIMA COUNTY. THE HELEN HOUSE BIP ALSO LICENSED. RAISED 40K+ THROUGH DINE OUT FOR SAFETY EVENT TO SUPPORT SURVIVORS OF SEXUAL ASSAULT AT SACASA. CODAC RECEIVED A LETTER OF ACKNOWLEDGEMENT FROM THE US DEPT. OF JUSTICE FOR A GREAT SITE VISIT FOR OUR HUMAN TRAFFICKING GRANT AND WAS RECOGNIZED FOR THE WORK THE HUMAN TRAFFICKING TASKFORCE HAS DONE OVER THE LAST YEAR. IN RESPONSE TO FUNDING CHANGES AND REDUCTIONS IN SOME KEY AREAS, CODAC CLOSED THE CACTUS BLOOM PROGRAM (FOR ADULTS AGES 50+), ABSORBING THESE SERVICES INTO CODAC'S OTHER ADULT OUTPATIENT CENTERS. ALSO CLOSED THE NOGALES, DESERT LIFE, SANTA ROSA AND EL PUEBLO LOCATIONS, ABSORBING THEIR FUNCTIONS INTO OTHER CODAC TREATMENT CENTERS. CODAC WAS NAMED THE READERS' CHOICE FOR BEST BEHAVIORAL HEALTH (ARIZONA DAILY STAR). FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED AND APPROVED BY MEMBERS OF MANAGEMENT PRIOR TO FILING WITH TAXING AUTHORITIES. A COPY OF THE 990 IS PROVIDED TO THE BOARD AFTER FILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST POLICY IS COVERED UNDER CODAC'S CODE OF CONDUCT. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE CEO IS CONTROLLED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. DURING JANUARY 2010, CODAC ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE CEO AND VP'S COMPENSATION. THIS INCLUDED A REVIEW OF COMPARABLE DATA FROM REGIONAL SALARY SURVEYS AND 990 FORMS FROM SIMILAR ORGANIZATIONS IN THE REGION AND THE ORGANIZATIONAL PERFORMANCE AGAINST KEY METRICS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF OTHER KEY OFFICIALS IS BASED UPON THEIR PERFORMANCE AS MEASURED IN THEIR ANNUAL EVALUATIONS. THE SALARY RANGES OF THESE POSITIONS ARE PERIODICALLY REVIEWED AGAINST SALARY SURVEYS AND 990 FORMS FROM SIMILAR ORGANIZATIONS IN THE REGION. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES THEIR CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 3,596,720 21,343 6,392 FORM 990, PART XI, LINE 9 RENTAL EXPENSES 50,569 RENTAL EXPENSES -50,569 SERENITY I 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 RENTAL AZ 1476616 NA SERENITY II 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 RENTAL AZ -85396 1580869 NA SERENITY III 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 RENTAL AZ 950723 NA SERENITY IV 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 RENTAL AZ 20381 371586 NA SERENITY V 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 RENTAL AZ 4199683 NA SERENITY VI 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 RENTAL AZ 16369 337590 NA SERENITY VII 1650 E FORT LOWELL ROAD SUITE 202 TUCSON AZ 85719 RENTAL AZ 54731 1626869 NA