2018-08-15T16:06:01-05:00 2017-09-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE STE 400 PHOENIX AZ 850044624 990 2016-10-01 860554593 HORIZON HEALTH AND WELLNESS INC HORI 4804745566 625 N PLAZA DR APACHE JUNCTION AZ 85117 JUDY STITH CFO 4804745619 2018-08-15 1 BRENDA BLUNT P00075126 6022645844 2018-08-15 2016 2022-09-23 18:48:47Z NORMAN E MUDD 625 N PLAZA DR APACHE JUNCTION AZ 85117 37480953 0 X WWW.HHWAZ.ORG X 1986 AZ APPLYING INNOVATIVE & BEST PRACTICE TECHNIQUES TO ENHANCE THE QUALITY OF (CONT ON SCHEDULE O) LIFE OF THE MEMBERS OF THE COMMUNITIES WE SERVE THROUGH PROGRAMS WHICH TREAT THE WHOLE PERSON WITH CULTURALLY RESPONSIVE, PATIENT-CENTERED, INTEGRATED BEHAVIORAL HEALTH, PRIMARY CARE AND WELLNESS EDUCATION. 10 10 1169 12 1026 0 1817381 3964200 38853731 33005751 98108 174949 95724 2879 40864944 37147779 0 95245 0 0 29206314 25229671 0 0 0 11770494 12346627 40976808 37671543 -111864 -523764 32068803 29899108 17661773 17186360 14407030 12712748 X HORIZON HEALTH AND WELLNESS INC'S MISSION IS TO PROVIDE STRENGTH-BASED, CULTURALLY SENSITIVE INTEGRATED HEALTH SERVICES BY PARTNERING WITH FAMILIES AND INDIVIDUALS TO MANAGE CHALLENGES AND SUPPORT THEIR RECOVERY. HHW DEVELOPED AN (CONT ON SCHEDULE O) INNOVATIVE PROACTIVE MODEL THAT EMBODIES OUR PHILOSOPHY OF WHOLE PERSON CARE WHILE PROMOTING WELLNESS. THIS APPROACH TO HEALTH CARE ADDRESSES THE WHOLE PERSON BY INTEGRATING BEHAVIORAL HEALTH WITH PRIMARY CARE WHILE PROMOTING WELLNESS AND PREVENTION. 0 0 34220104 95245 33006460 PROVIDING COMPREHENSIVE INTEGRATED HEALTH SERVICES FOR ADULTS, CHILDRENAND FAMILIES INCLUDING ASSESSMENT, EVALUATION, COUNSELING, PSYCHIATRICAND PRIMARY CARE SERVICES. OUR SERVICES ALSO INCLUDE INTENSIVEOUTPATIENT TREATMENT, CRISIS INTERVENTION INPATIENT EVALUATION ANDTREATMENT, OUTREACH AND DOMESTIC VIOLENCE SERVICES. WE PROVIDEPROGRAMS TO INCREASE COMMUNITY INVOLVEMENT, IMPROVE SOCIALIZATIONSKILLS AND ENCOURAGE INDEPENDENCE. RESIDENTIAL SERVICES AND ASSISTEDLIVING PROGRAMS ARE ALSO PROVIDED. OUR SERVICES AND PROGRAMS ARE MADEAVAILABLE TO MORE THAN 10,000 CONSUMERS ANNUALLY IN PINAL, GILA, MARICOPA, COCHISE, SANTA CRUZ AND YUMA COUNTIES. 34220104 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 13 0 1 1169 1 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AZ X JUDY STITH 4804745619 625 N PLAZA DRIVE APACHE JUNCTION AZ 85120 SARAH GARLAND DIRECTOR 2.00 X 0 0 0 ROBERT HUDDLESTON DIRECTOR 2.00 X 0 0 0 MIKE FARBER DIRECTOR 2.00 X 0 0 0 W JAMES HARTFIELD DIRECTOR 2.00 X 0 0 0 RANDALL HOLYOAK DIRECTOR(THRU 4/10/17) 2.00 X 0 0 0 CLARK SMITHSON DIRECTOR(THRU 7/13/17) 2.00 X 0 0 0 QUINDIA A PALMER DIRECTOR 2.00 X 0 0 0 RAUL FIVEASH DIRECTOR 2.00 X 0 0 0 CAROLYN FAIRALL SECRETARY 3.00 X X 0 0 0 DIANN LESUEUR TREASURER 3.00 X X 0 0 0 LOU MIRANDA PRESIDENT ELECT 3.00 X X 0 0 0 BILL PEARLMAN PRESIDENT 3.00 X X 0 0 0 NORMAN MUDD CEO 40.00 X 260212 0 22451 FREDERICK KARST COO 40.00 X 126564 0 23923 BILLIE ANN HOLLIDAY COO 40.00 X 107407 0 14385 JUDY STITH CFO 40.00 X 100526 0 4800 TIMOTHY HAINES CCO 40.00 X 93068 0 5232 ANTONIO CARR CMO 40.00 X 316541 0 25124 JOHN LEE IMPATIENT SERVICES DIRECTOR 40.00 X 227493 0 0 ANNETTE LUSKO MEDICAL DIRECTOR 40.00 X 128907 0 10610 EMILY CORREA PHYSICIANS ASSISTANT 40.00 X 127957 0 0 KAREN LUTOSTANSKI NURSE PRACTITIONER 40.00 X 101039 0 11967 STEJI KOSHY NURSE PRACTITIONER 40.00 X 108749 0 10579 1698463 0 129071 10 0 1 0 FASPSYCH 8687 EAST VIA DE VENTURA SCOTTSDALE AZ 85258 MEDICAL PROFESSIONAL SERVICES 882531 JACKSON & COKER LOCUMTEMEMS 3000 OLD ALABAMA RD STE 119-608 ATLANTA GA 30384 PHYSICIAN PLACEMENT SERVICES 263694 INSIGHT TELEPSYCHIATRY 765 E RTE 70 EVESHAM TOWNSHIP NJ 08053 MEDICAL PROFESSIONAL SERVICES 250339 OPPORTUNITY HEALTHCARE LLC 8899 700 E 200 SANDY UT 84070 PHYSICIAN RECRUITING 118048 4 9390 3787321 167489 56210 3964200 GOV'T FEES & CONTRACTS 624100 32453404 32453404 CLIENT SERVICES 624100 522196 522196 RESIDENT RENTS 900099 30151 30151 33005751 4610 4610 500606 330267 170339 170339 170339 1600 9390 2907 -1307 -1307 REIMBURSEMENTS 900099 2451 2451 PARKING REVENUE 900099 1026 1026 OTHER INCOME 624100 709 709 4186 37147779 33006460 1026 176093 X 95245 95245 1081130 256928 824202 20345318 19287577 1057741 204004 168057 35947 1786418 1762032 24386 1812801 1715919 96882 599454 8495 590959 107406 107406 56713 56419 294 5130444 5089927 40517 46224 32875 13349 76795 60766 16029 426720 339345 87375 1185701 1113746 71955 722316 706786 15530 414691 354134 60557 1728748 1434415 294333 230037 206592 23445 SUPPLIES 580889 572305 8584 TELECOMMUNICATIONS 453091 403398 49693 EQUIPMENT RENT & MAIN 256645 236478 20167 BAD DEBT PROVISION 189374 189374 141379 129291 12088 37671543 34220104 3451439 0 2022959 3364378 32712 0 1025774 523216 3329259 828819 20000 20000 260542 460294 39153985 14477373 25338460 24676612 12414 15506 26683 10283 32068803 29899108 5519466 5728775 14973 11627442 11404391 514865 38221 17661773 17186360 X 12640924 11005136 1766106 1707612 14407030 12712748 32068803 29899108 -523764 -13019 -1157499 0 X 0 1 X 0 1 1 X 642425 458596 1041311 1817381 3964200 7923913 642425 458596 1041311 1817381 3964200 7923913 7923913 32399 39 736 6610 4610 44394 1026 1026 709 709 7970042 125997718 0.99420 0.98100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 709. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4029888 4029888 25080306 7934187 17146119 7345 1102 6243 1656774 1343661 313113 8379672 5198423 3181249 24676612 CAPITAL LEASE OBLIGATIONS 38221 38221 X 37223612 -13019 17000 71852 75833 37147779 0 37147779 37691450 17000 2907 19907 37671543 0 37671543 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 2,907. PRIOR PERIOD ADJUSTMENT 68,945. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 2,907. 1 CLIENT ASSISTANCE 82 95245 PART I, LINE 2: ASSISTANCE GIVEN TO INDIVIDUALS IS RENT ASSISTANCE BASED ON NEED PAID DIRECTLY TO THE LANDLORD. 0 0 0 0 0 0 0 0 0 NORMAN MUDD CEO 260212 0 0 0 0 0 14775 0 7676 0 282663 0 0 0 FREDERICK KARST COO 126564 0 0 0 0 0 8800 0 15123 0 150487 0 0 0 ANTONIO CARR CMO 316541 0 0 0 0 0 0 0 25124 0 341665 0 0 0 JOHN LEE IMPATIENT SERVICES DIRECTOR 227493 0 0 0 0 0 0 0 0 0 227493 0 0 0 X 56210 FMV 0 0 0 0 FORM 990, PART V, LINE 3B INFORMATION NEEDED TO FILE WAS NOT AVAILABLE AT THE TIME 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C NO DIRECTOR SHALL PARTICIPATE IN ANY DECISION FOR OR ON BEHALF OF THE CORPORATION INVOLVING HIS/HER OWN SELF-INTEREST OR THE INTEREST OF A FAMILY MEMBER. THIS PROHIBITION SHALL FURTHER REQUIRE THAT SUCH DIRECTOR REFRAIN FROM ANY PERTINENT DISCUSSION. THE VOTING RECORD SHALL ACCURATELY REFLECT ADHERENCE TO THE REQUIREMENT OF NON-PARTICIPATION. ANYTIME A BOARD MEMBER BELIEVES AN AGENDA ITEM POSES A CONFLICT OF INTEREST NOT PREVIOUSLY NOTED BY THE MEMBER, THAT MEMBER MUST DECLARE THE CONFLICT OF INTEREST IN OPEN SESSION AND ABSTAIN FROM ANY DISCUSSION OR VOTE REGARDING THAT AGENDA ITEM. FOLLOWING A DECLARATION OF A CONFLICT OF INTEREST, THE BOARD WILL DETERMINE BY SECRET BALLOT WHETHER THE CONFLICT OF INTEREST CAN BE RESOLVED. THE BOARD MAY FIND THAT A CONFLICT OF INTEREST SITUATION MAY BE RESOLVED SIMPLY BY THE DIRECTOR NOT PARTICIPATING IN BOARD DISCUSSIONS AND VOTES WHEN THE CONFLICT AREA IS AN ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED BY THE INDEPENDENT BOARD OF DIRECTORS. COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PSYCHIATRIC SERVICES: PROGRAM SERVICE EXPENSES 2,297,915. MANAGEMENT AND GENERAL EXPENSES 6,280. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,304,195. AGENCY RESPONSIBILITY: PROGRAM SERVICE EXPENSES 1,977,769. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,977,769. AGENCY SERVICES: PROGRAM SERVICE EXPENSES 615,816. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 615,816. DENTAL SERVICES: PROGRAM SERVICE EXPENSES 72,489. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,489. ACCREDITATION SERVICES: PROGRAM SERVICE EXPENSES 39,892. MANAGEMENT AND GENERAL EXPENSES 9,100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,992. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 36,953. MANAGEMENT AND GENERAL EXPENSES 24,986. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,939. COUNSELING SERVICES: PROGRAM SERVICE EXPENSES 30,014. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,014. FIRST AID/CPR: PROGRAM SERVICE EXPENSES 6,741. MANAGEMENT AND GENERAL EXPENSES 151. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,892. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 12,338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,338.