2016-08-12T15:57:24-05:00 2015-09-30 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2014-10-01 860207499 SPECTRUM HEALTHCARE GROUP INC SPEC 9286342236 8 EAST COTTONWOOD STREET COTTONWOOD AZ 86326 APRIL RAZO CEO 9286342236 2016-08-10 1 AMY A O'LOUGHLIN P00869687 6022646835 2014 2016-12-15 16:53:06Z APRIL RAZO 8 E COTTONWOOD ST COTTONWOOD AZ 86326 19519410 0 X SPECTRUMHEALTHCARE-GROUP.ORG X 1965 AZ SPECTRUM HEALTHCARE PROVIDES COMPASSIONATE CARE FOR MIND, BODY, FOR ALL OF U. 6 6 188 10 0 0 3391116 15719307 354007 1747782 133798 746073 12557 21842 3891478 18235004 0 0 0 0 2340704 10637921 0 0 0 2354277 7805428 4694981 18443349 -803503 -208345 17594477 17075163 4734136 5362837 12860341 11712326 X TO OFFER TO THOSE WE SERVE AN OPPORTUNITY FOR RECOVERY THROUGH HOPE, EMPOWERMENT, PARTNERSHIP AND COMPASSION. 0 0 7069658 260025 SERIOUSLY MENTALLY ILL PROGRAM: PSYCHIATRIC SERVICE, MEDICATIONMANAGEMENT SERVICES, CASE MANAGEMENT, CRISIS SERVICES, INDIVIDUAL,FAMILY AND GROUP THERAPY, LIVING SKILLS TRAINING, PERSONALASSISTANCE, PEER SUPPORT, VOCATIONAL REHABILITATION SERVICES &INDEPENDENT APARTMENT LIVING (9 APARTMENTS). 1,827 CLIENTS SERVED. 4077153 2957 CHILDREN'S PROGRAM: PSYCHIATRIC SERVICES, MEDICATION MANAGEMENTSERVICES, CASE MANAGEMENT, CRISIS SERVICES, INDIVIDUAL, FAMILY ANDGROUP THERAPY, LIVING SKILLS TRAINING, FAMILY SUPPORT SERVICES,PERSONAL ASSISTANCE, BEHAVIOR MANAGEMENT AND IN-HOME SERVICES. 905CLIENTS SERVED. 2895801 138977 ADULT MENTAL HEALTH PROGRAM: PSYCHIATRIC SERVICES, MEDICATIONMANAGEMENT SERVICES, CRISIS SERVICES, LIVING SKILLS TRAINING,INDIVIDUAL AND GROUP THERAPY, AND VOCATIONAL REHABILITATIONSERVICES. 2,244 CLIENTS SERVED. 3644095 1349915 SUBSTANCE ABUSE PROGRAM, WOMEN'S CO-OCCURING RESIDENTIAL PROGRAM, CRISIS PROGRAM, ADULT MENTAL HEALTH AND PRIMARY CARE SERVICES. 3644095 1349915 17686707 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 188 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AZ X TIM SCHUEPPERT CFO 9286342236 8 E COTTONWOOD STREET COTTONWOOD AZ 86326 ROSE BOERNER CHAIRPERSON 2.00 X X 0 0 0 EMILY VINCENT DIRECTOR 2.00 X 0 0 0 ROB OLSON VICE PRESIDENT 2.00 X X 0 0 0 CARMEN GRIFFIN DIRECTOR 2.00 X 0 0 0 TYLER HESS DIRECTOR 2.00 X 0 0 0 JOANNE HIRD DIRECTOR 2.00 X 0 0 0 ROBERT D CARTIA CEO 40.00 X 158610 0 25511 CONNIE SVALENG CFO 40.00 X 112247 0 20068 APRIL RAZO CEO 40.00 X 0 0 0 TIM SCHUEPPERT CFO 40.00 X 0 0 0 BRENDA HOWLAND MEDICAL DOCTOR 40.00 X 187578 0 12274 KAMLI JURA MEDICAL DOCTOR 40.00 X 182258 0 15053 COURTNEY KECKICH MEDICAL DOCTOR 40.00 X 229855 0 8764 CHRISTHINE NUEZ PSYCHIATRIST 40.00 X 214567 0 0 JOAN ODOM PSYCHIATRIST 40.00 X 161550 0 1461 1246665 0 83131 12 0 1 0 KINNEY CONSTRUCTION SERVICES 121 E BIRCH AVE 500 FLAGSTAFF AZ 86001 BUILDING CONTRACTOR 910999 BARTON ASSOCIATES INC PO BOX 417844 BOSTON MA 022417844 TEMPORARY MEDICAL STAFF & RECRUITING 698023 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 191823519 COMPUTER CONSULTING 252157 ZUMASYS 9245 RESEARCH DRIVE IRVINE CA 92618 COMPUTER CONSULTING 246142 SNELL AND WILMER LLP 400 E VAN BUREN STREET PHOENIX AZ 85004 LEGAL 102538 5 15689890 29417 29417 15719307 CLIENT FEES & INS 900099 951991 951991 PRIMARY CARE SVS 900099 743214 743214 GRANTS & CONTRACTS 900099 43502 43502 PHARMACY RENT 531120 9075 9075 1747782 282321 282321 1719 0 1719 1719 1719 1748158 1284406 463752 463752 463752 CAFE REVENUE 900099 15966 15966 TRAINING REVENUE 900099 4092 4092 VENDING MACHINE 900099 65 65 20123 18235004 1751874 0 763823 X 483191 362393 120798 7574364 7466978 107386 306559 298042 8517 1742687 1694268 48419 531120 516363 14757 111181 107873 3308 32226 31267 959 11700 11352 348 80506 78111 2395 4439134 4307060 132074 143560 139771 3789 92444 90004 2440 292244 284530 7714 787572 772422 15150 199786 195791 3995 51696 50331 1365 145491 145491 504599 495093 9506 101508 98829 2679 TELEPHONE 179641 174899 4742 BAD DEBT EXPENSE 106946 106946 FOOD 75038 73057 1981 POSTAGE 32749 31885 864 417407 406388 11019 18443349 17686707 756642 0 472007 1026492 893608 499768 178191 365981 392953 354481 218184 160087 10753743 4026622 7009653 6727121 8320822 7843549 109059 97684 17594477 17075163 1335059 1631507 9197 0 2166219 1982361 1223661 1748969 4734136 5362837 X 12860341 11712326 12860341 11712326 17594477 17075163 -208345 -939670 0 X 0 1 X 1 1 1 X 13445457 12950893 13341689 3391116 15719307 58848462 13445457 12950893 13341689 3391116 15719307 58848462 58848462 209785 254663 232215 38710 284040 1019413 308 2554 25005 9728 16031 53626 59921501 4640850 0.98210 0.98380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: VENDING MACHINE - 2010 AMOUNT: $ 308. 2011 AMOUNT: $ 860. 2012 AMOUNT: $ 945. 2013 AMOUNT: $ 260. 2014 AMOUNT: $ 59. OTHER REVENUE - 2011 AMOUNT: $ 1,694. 2012 AMOUNT: $ 3,000. 2013 AMOUNT: $ 8,600. 2014 AMOUNT: $ 6. INSURANCE REFUND - 2012 AMOUNT: $ 21,060. 2013 AMOUNT: $ 868. CAFE REVENUE - 2014 AMOUNT: $ 15,966. SCHEDULE A, PART II, SECTION A AND B, COLUMN D 7/1/2014 TO 9/30/2014 SHORT YEAR: THE SHORT YEAR RESULTS FROM A CHANGE IN THE ORGANIZATION'S FISCAL YEAR END FROM JUNE 30 TO SEPTEMBER 30. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66297 447046 513343 8104802 2556441 5548361 160584 143915 16669 1975014 1326266 648748 6727121 X 17771252 0 17771252 463752 463752 18235004 18443349 0 18443349 0 18443349 PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNRELATED BUSINESS TAXABLE INCOME FOR THE YEAR ENDING SEPTEMBER 30, 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF SECURITIES 463,752. X X X 0 0 0 0 0 0 0 1 0 ROBERT D CARTIA CEO 152558 0 0 0 6052 0 16747 0 8764 0 184121 0 0 0 BRENDA HOWLAND MEDICAL DOCTOR 167873 0 13600 0 6105 0 3510 0 8764 0 199852 0 0 0 KAMLI JURA MEDICAL DOCTOR 165153 0 13600 0 3505 0 6289 0 8764 0 197311 0 0 0 COURTNEY KECKICH MEDICAL DOCTOR 226350 0 0 0 3505 0 0 0 8764 0 238619 0 0 0 CHRISTHINE NUEZ PSYCHIATRIST 213662 0 0 0 905 0 0 0 0 0 214567 0 0 0 JOAN ODOM PSYCHIATRIST 158799 0 0 0 2751 0 0 0 1461 0 163011 0 0 0 PART I, LINE 8 BONUS PAYMENTS ARE MADE BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. A THE INDUSTRIAL DEVELOP AUTHORITY OF COTTONWOOD AZ 860718770 NONEAVAIL 2010-06-30 2930585 FACILITY CONSTRUCTION 0 0 0 A 365070 2930585 565724 60000 2366740 2009 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 0 0 0 0 A 0 X 1 29417 STOCK QUOTE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED 990 WILL BE REVIEWED BY THE CEO AND THE DIRECTOR OF FINANCE FOR ACCURACY BEFORE IT IS FILED AND THEN THE FILED 990 WILL BE PRESENTED AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION (SHG) WILL VALIDATE THAT ALL CONTRACTS ARE IN COMPLIANCE WITH APPLICABLE LAWS, REGULATIONS, AND ACCREDITATION STANDARDS. THE SHG HAS A RESPONSIBILITY TO NOT ENTER INTO CONTRACTS OR AGREEMENTS WITH OUTSIDE INDIVIDUALS OR AGENCIES WHEN SUCH A RELATIONSHIP CREATES A CLEAR CONFLICT OF INTEREST, WHICH MAY NEGATIVELY IMPACT CLIENT CARE OR COMMUNITY INTERESTS. THE SHG'S MANAGEMENT TEAM REVIEWS ALL CONTRACT ARRANGEMENTS THAT THE AGENCY CONSIDERS ENTERING INTO, TO ASSESS THE FOLLOWING: - WHETHER A CONFLICT OF INTEREST EXISTS OR MAY POTENTIALLY EXIST. THIS IS ESPECIALLY TRUE FOR CONTRACTS THAT THE AGENCY ESTABLISHES WITH OUTSIDE PROVIDERS TO PROVIDE SERVICES ON BEHALF OF THE SHG. - IN THOSE CASES WHERE THE SHG CONTRACTS WITH ANOTHER PROVIDER TO PROVIDE TREATMENT SERVICES FOR SHG REFERRALS, THE MANAGEMENT TEAM REVIEWS THE CREDENTIALS OF THE PROVIDER TO VALIDATE THAT THE PROVIDER IS QUALIFIED TO PROVIDE THE DESIRED SERVICES. - REVIEW CONTRACTS THAT ARE AVAILABLE TO THE SHG TO DETERMINE WHETHER THE CONTACT REQUIREMENTS ARE ACCEPTABLE IN TERMS OF ETHICAL TREATMENT OF CONSUMERS. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BOARD OF DIRECTORS REVIEWS THE MOST CURRENTLY AVAILABLE SALARY SURVEYS AND OTHER COMPENSATION DATA, TO SET THE SALARY OF THE CEO. THE DATE OF THE LAST REVIEW WAS NOVEMBER 2014. THE CEO SETS THE COMPENSATION FOR OTHER KEY EMPLOYEES AND WAS LAST REVIEWED NOVEMBER 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,144,348. MANAGEMENT AND GENERAL EXPENSES 65,756. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,210,104. CONTRACTED PHYSICIANS: PROGRAM SERVICE EXPENSES 270,966. MANAGEMENT AND GENERAL EXPENSES 8,309. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 279,275. MEDICATIONS: PROGRAM SERVICE EXPENSES 1,515,007. MANAGEMENT AND GENERAL EXPENSES 46,457. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,561,464. MISC. ADMIN SERVICES: PROGRAM SERVICE EXPENSES 22,334. MANAGEMENT AND GENERAL EXPENSES 685. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,019. COMPUTER SUPPORT: PROGRAM SERVICE EXPENSES 312,036. MANAGEMENT AND GENERAL EXPENSES 9,568. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 321,604. RHBA SUPPORT: PROGRAM SERVICE EXPENSES 36,714. MANAGEMENT AND GENERAL EXPENSES 1,126. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,840. OTHER EMPLOYEE SERVICES: PROGRAM SERVICE EXPENSES 5,655. MANAGEMENT AND GENERAL EXPENSES 173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,828. PART IX, COLUMN D THE ORGANIZATION HAS NO FUNDRAISING EXPENSES AS THE REVENUE INCLUDED ON PART III, LINE 1E IS FUNDING FROM A REGIONAL HEALTH AUTHORITY TO PROVIDE A DIRECT BENEFIT TO THE PUBLIC. THE ORGANIZATION HAD NO FUNDRAISING EXPENSES ASSOCIATED WITH THIS REVENUE.