2016-02-13T12:42:28-06:00 2015-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2014-07-01 942209679 ANKA BEHAVIORAL HEALTH INC ANKA 9258254700 1850 GATEWAY BLVD STE 900 NO 900 CONCORD CA 94520 JANICE WASHBURN CFO 9258254700 2016-02-11 1 JOHN PANETTA P00365375 9257902600 2014 2016-08-17 19:52:53Z JANICE WASHBURN 1850 GATEWAY BLVD STE 900 NO 900 CONCORD CA 94520 40062489 0 X WWW.ANKABHI.ORG X 1973 CA TO ELIMINATE THE IMPACT OF BEHAVIORAL HEALTH PROBLEMS FOR ALL PEOPLE. 11 11 1220 80 0 0 30921853 27090464 10656177 10617770 8622 45012 43390 4859 41630042 37758105 0 0 0 0 25761233 25186680 0 0 0 15822975 12623113 41584208 37809793 45834 -51688 12490094 12313094 14452184 13752889 -1962090 -1439795 X ANKA'S MISSION STATEMENT IS TO ELIMINATE THE IMPACT OF BEHAVIORAL HEALTH PROBLEMS FOR ALL PEOPLE. IT'S VISION STATEMENT IS TO BE RECOGNIZED AS THE PREMIER BEHAVIORAL HEALTH CARE LEADER BY PROVIDING STATE OF THE ART, COST EFFECTIVE, CLIENT CENTERED SERVICES. THROUGH SUPPORT SYSTEMS, EVEN THE MOST MAGINALIZED OF PEOPLE CAN IMPROVE THEIR QUALITY OF LIFE AND BE PRODUCTIVE MEMBERS IN THEIR COMMUNITIES. ANKA SERVES NEARLY 15000 INDIVIDUALS ANNUALLY AND EMPLOY HUNDREDS OF PROFESSIONAL AND SPECIALIZED STAFF.- CRISIS STABILIZATION- MENTAL HEALTH REHABILITATION CENTERS- INTENSIVE CASE MANAGEMENT- SUBSTANCE ABUSE TREAMENT PROGRAMS- SHELTER SERVICES- GROUP HOMES- ASSERTIVE COMMUNITY TREATMENT- FULL SERVICE PARTNERSHIP PROGRAMS- RESIDENTIAL & COMMUNITY CENTER SERVICES- CRISIS RESIDENTIAL TREATMENT- FORENSIC OUTPATIENT & RESIDENTIAL SERVICES- TRANSITIONAL RESIDENTIAL FOR BEHAVIORAL HEALTH- OUTPATIENT SERVICES- VOCATIONAL SERVICES- HOMELESS CONTINUUM OF CARE LOCATIONS 0 0 5611413 5288423 KAISER PERMANENTE:THESE ARE CONTRACTS FUNDED BY KAISER PERMANENTE TO PROVIDE AN ALTERNATIVE TO HOSPITALIZATION FOR CLIENTS EXPERIENCING A SUB-ACUTE MENTAL HEALTH CRISIS. THERE ARE CURRENTLY FIVE RESIDENTIAL FACILITIES FOR ADULTS AND TWO RESIDENTIAL FACILITIES FOR ADOLESCENTS. CLIENTS WHO STAY IN THE PROGRAM RECEIVE INTENSIVE THERAPY (GROUP, INDIVIDUAL AND FAMILY) AND MEDICATION MANAGEMENT. CLIENTS ARE PROVIDED WITH INDIVIDUALIZED TREATMENT IN A COMFORTABLE, HOME-LIKE SETTING PROMOTING WELLNESS AND RECOVERY FROM MENTAL ILLNESS AND SUBSTANCE ABUSE.THESE PROGRAMS SERVED 1,825 CLIENTS DURING THE YEAR ENDED JUNE 30, 2015, WITH THE AVERAGE STAY FOR EACH CLIENT OF APPROXIMATELY SEVEN DAYS. 5446177 5292960 CONTRA COSTA COUNTY:THESE ARE CONTRACTS FUNDED BY CONTRA COSTA COUNTY TO EITHER PROVIDE AN ALTERNATIVE TO HOSPITALIZATION FOR CLIENTS EXPERIENCING A SUB-ACUTE MENTAL HEALTH CRISIS, PROVIDE HOUSING AND COMMUNITY INTEGRATION FOR CLIENTS WITH MENTAL ILLNESS OR PROVIDE EMPLOYMENT PLANNING AND DEVELOPMENT FOR CLIENTS WITH MENTAL ILLNESS. THE RESIDENTIAL PROGRAMS PROVIDE A HOME-LIKE ENVIRONMENT WHERE INTENSIVE THERAPY AND MEDICATION MANAGEMENT CAN BE PROVIDED. TWO RESIDENTIAL PROGRAMS FOR ADULTS SERVED 2,206 CLIENTS THIS YEAR, TWO OUTPATIENT PROGRAMS SERVED 114 INDIVIDUALS EACH MONTH, ONE SHELTER THAT SERVED 20 HOMELESS EACH NIGHT, THREE COMMUNITY INTEGRATION LOCATIONS THAT SERVED 65 HOMELESS EACH DAY AND A REHABILITATION CENTER THAT SERVED 25 CLIENTS EACH DAY. STAYS AT THE RESIDENTIAL PROGRAMS CAN VARY FROM SEVEN DAYS TO THREE MONTHS. 5296172 4759088 RIVERSIDE COUNTY:THESE ARE CONTRACTS FUNDED BY RIVERSIDE COUNTY TO PROVIDE AN ALTERNATIVE TO HOSPITALIZATION FOR CLIENTS EXPERIENCING A SUB-ACUTE MENTAL HEALTH CRISIS OR TO PROVIDE CASE MANAGEMENT FOR THOSE CLIENTS WHO "GRADUATE" TO AN OUTPATIENT LEVEL OF CARE. THERE ARE CURRENTLY THREE RESIDENTIAL FACILITIES FOR ADULTS. CLIENTS TYPICALLY STAY IN THE RESIDENTIAL PROGRAM FROM ONE TO FOUR WEEKS WHERE THEY RECEIVE INTENSIVE THERAPY AND MEDICATION MANAGEMENT. CLIENTS ARE PROVIDED WITH INDIVIDUALIZED TREATMENT IN A COMFORTABLE, HOME-LIKE SETTING PROMOTING WELLNESS AND RECOVERY FROM THEIR MENTAL ILLNESS.IN THE YEAR ENDING JUNE 30, 2015, THESE RESIDENTIAL PROGRAMS SERVED 1,775 CLIENTS WITH A STAY OF SEVEN DAYS TO THREE MONTHS, DEPENDING ON THE PROGRAM. THE OUTPATIENT PROGRAM PROVIDED INTENSIVE CASE MANAGEMENT TO 174 MENTALLY ILL CLIENTS EVERY DAY. 16182578 22417634 16182578 22417634 32536340 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 231 0 1 1220 1 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X JANICE WASHBURN CFO 9258254700 1850 GATEWAY BLVD STE 900 NO 900 CONCORD CA 94520 JOHN STIMSON BOARD PRESIDENT 1.00 X X 0 0 0 DAVID TRACHTENBERG BOARD VICE PRESIDENT 1.00 X X 0 0 0 CRAIG BELL SECRETARY/TREASURER 1.00 X X 0 0 0 GEORGE CALHOUN BOARD MEMBER 1.00 X 0 0 0 BOB DAVIS BOARD MEMBER 1.00 X 0 0 0 NANCY BELL BOARD MEMBER 1.00 X 0 0 0 DAVID HAUBERT BOARD MEMBER 1.00 X 0 0 0 STEVE WOLFE BOARD MEMBER 1.00 X 0 0 0 KEN JACOBSON BOARD MEMBER 1.00 X 0 0 0 DAVID MILLER BOARD MEMBER 1.00 X 0 0 0 LINDA WILD BOARD MEMBER 1.00 X 0 0 0 ROY ELLIOTT BOARD MEMBER 1.00 X 0 0 0 HAP ZIEGLER BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER A WITHROW CHIEF EXECUTIVE OFFICER 40.00 X 274252 0 10603 NZINGA HARRISON CHIEF MEDICAL OFFICER 40.00 X 256090 0 20971 NAJA WBOYD CHIEF OPERATING OFFICER 40.00 X 158008 0 4704 JANICE WASHBURN CHIEF FINANCIAL OFFICER 40.00 X 152903 0 7977 ANTOINETTE MCGILL CORPORATE COUNSEL 40.00 X 118493 0 4340 KEVIN T ANDREWS VP OF INFORMATION TECH 40.00 X 117679 0 9563 MARTIN GIFFIN SENIOR VICE PRESIDENT 40.00 X 112419 0 11450 KAREN WISE SENIOR VICE PRESIDENT 40.00 X 109390 0 16721 STEPHEN HEHN-SMITH VP OF QUALITY MANAGEMENT 40.00 X 108015 0 3373 1407249 0 89702 9 0 1 0 DR ALI R DIA 11974 OAKVIEW WAY SAN DIEGO CA 92128 PSYCHIATRIC SERVICES 243600 ANNELL MAVRANTONIS PO BOX 221026 SACRAMENTO CA 95822 PSYCHIATRIC SERVICES 141499 ARMANINO LLP 12657 ALCOSTA BLVD SUITE 500 SAN RAMON CA 94583 ACCOUNTING SERVICES 125652 DR KHURRAM DURRANI 2868 DEERWOOD DR SAN RAMON CA 94583 PSYCHIATRIC SERVICES 113865 DR KIVYAKANT J KIKANI 1800 WESTERN AVE SUITE 404 SAN BERNADINO CA 92411 PSYCHIATRIC SERVICES 110600 5 27072951 17513 27090464 CONTRACT SERVICES/FEES 624310 10617770 10617770 10617770 1275 1275 2348121 2304384 43737 43737 43737 OTHER INCOME 900099 4859 4859 4859 37758105 10617770 0 49871 621943 621943 19871759 17756272 2115487 152475 95721 56754 2533017 2395049 137968 2007486 1777624 229862 262856 84474 178382 485845 204223 281622 2028054 1902411 125643 43518 30398 13120 581903 557991 23912 306849 218447 88402 4230805 3668975 561830 55971 162 55809 161620 64715 96905 496816 181016 315800 626717 535668 91049 525082 490141 34941 OTHER PROGRAM EXP 1845121 1773112 72009 ALL OTHER EXPENSES 429912 325953 103959 EQUIP RENTAL/MAINT 307243 239187 68056 BANK FEES 234801 234801 37809793 32536340 5273453 0 44175 37147 240722 998362 5920081 6039702 117714 52330 9249139 4523426 5812657 4725713 138355 183051 216390 276789 12490094 12313094 5514930 4030088 8302176 8294187 635078 1428614 14452184 13752889 X -1962090 -1439795 -1962090 -1439795 12490094 12313094 X -51688 573983 X X 0 1 X 1 1 1 X 27448533 34365380 35283292 30921853 27090464 155109522 27448533 34365380 35283292 30921853 27090464 155109522 155109522 26934 2034 865 1275 31108 420325 335537 238084 43390 4859 1042195 156182825 49704989 0.99310 0.99180 X 650939 650939 6582709 2827964 3754745 1604019 1349814 254205 411472 345648 65824 4725713 DUE TO RELATED PARTY 1428614 1428614 X PART X, LINE 2: ANKA BEHAVIORAL HEALTH, INC. AND PHOENIX APARTMENTS, INC., ITS AFFILIATE, ARE REGISTERED AS NOT-FOR-PROFIT CORPORATIONS AND ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AP&H, INC. IS REGISTERED AS A NOT-FOR-PROFIT PUBLIC BENEFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE. MHSA IS INCORPORATED IN THE STATE OF CALIFORNIA AS A LIMITED LIABILITY COMPANY AND FILES ITS TAX RETURNS ON THE ACCRUAL BASIS OF ACCOUNTING. ANKA HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, ANKA DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. X 0 0 0 0 0 0 0 0 0 CHRISTOPHER A WITHROW CHIEF EXECUTIVE OFFICER 237472 0 36780 0 0 0 3823 0 6780 0 284855 0 0 0 NZINGA HARRISON CHIEF MEDICAL OFFICER 256090 0 0 0 0 0 5109 0 15862 0 277061 0 0 0 NAJA WBOYD CHIEF OPERATING OFFICER 158008 0 0 0 0 0 0 0 4704 0 162712 0 0 0 JANICE WASHBURN CHIEF FINANCIAL OFFICER 152903 0 0 0 0 0 3080 0 4897 0 160880 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS CRAIG BELL AND NANCY BELL ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CEO, COO, AND CFO AND UPON REVIEW, PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS, MANAGEMENT AND ALL EMPLOYEES. ALL REPORTS ARE SUBMITTED TO THE COMPLIANCE TEAM. AN ANNUAL REPORT IS GIVEN TO THE PRESIDENT OF THE BOARD SUMMARIZING ANY ALLEGATIONS, INVESTIGATIONS, COMPLAINTS, LOSSES, THEFT, FRAUD WITHIN THE PAST 12 MONTHS AND THE CORRECTIVE ACTIONS TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION CONTACTED AND INCLUDED MANY SOURCES IN THEIR COMPENSATION DETERMINATION PROCESS. ONE OF THOSE SOURCES DID SPECIFIC RESEARCH BASED ON THE SIZE OF THE ORGANIZATION, NUMBER OF EMPLOYEES, SCOPE OF RESPONSIBILITY, AND NUMEROUS OTHER CRITERIA. THERE WERE SEVERAL EXECUTIVE COMPENSATION COMPARISONS THAT MATCHED THE CORPORATION AND DETAILED RESEARCH. THE RESEARCH PROVIDED DETERMINED THE SALARY INCREASE APPROPRIATE FOR THE LOCATION AND RESPONSIBILITIES OF THEIR CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CONSOLIDATED ENTITY ACTIVITY 573,983. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ANKA MHSA HOLDING COMPANY LLC 1850 GATEWAY BLVD STE 900 CONCORD CA 94520 453710379 PROVIDING SUPPORTIVE HOUSING - MENTAL HEALTH SERVICES CA 12892 604805 ANKA BEHAVIORAL HEALTH INC PHOENIX APARTMENTS INC 1850 GATEWAY BLVD STE 900 CONCORD CA 94520 942783329 PROVIDE LOW INCOME HOUSING TO MENTALLY AND PHYSICALLY CHALLENGED INDIVIDUALS CA 501(C)(3) 7 ANKA BEHAVIORAL HEALTH INC 1 AP&H INC 1850 GATEWAY BLVD STE 900 CONCORD CA 94520 450683609 MAINTAIN AND LEASE REAL PROPERTY TO BE USED AS HOMES FOR DISABLED ADULTS. CA 501(C)(2) ANKA BEHAVIORAL HEALTH INC 1 BRIDGES ASSESSMENT CENTER INC 1850 GATEWAY BLVD STE 900 CONCORD CA 94520 201365618 PROVIDE HOME AND SERVICES FOR FOSTER CARE CHILDREN. MI C 1.00000 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 PHOENIX APARTMENTS INC D 663376 FAIR MARKET VALUE PHOENIX APARTMENTS INC E 818587 FAIR MARKET VALUE