PARTNERS IN RECOVERY LLC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERS IN RECOVERY LLC (EIN 26-4681471)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201200619349303010
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T16:18:33-00:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECHLER CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 E ORANGE DRIVE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264681471 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS IN RECOVERY LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PART | NameControl |
| Phone | 4809693800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N COUNTRY CLUB DRIVE | AddressLine1 |
| City | MESA | City |
| State | AZ | State |
| ZIP Code | 85201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Moore | Name |
| Title | Chief Financial Officer | Title |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLYN SECHLER | Name |
| Phone | 6022302700 | Phone |
| Date Prepared | 2012-03-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Christina Dye | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N COUNTRY CLUB DR | AddressLine1 |
| City | MESA | City |
| State | AZ | State |
| ZIP Code | 85201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18993518 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.partnersinrecovery.us.com | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | LLC | TypeOfOrgOtherDescription |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | Partners In Recovery is a mental health treatment agency in four county-wide locations serving adults with chronic and severe mental illnesses within an approach emphasizing choice and consumer involvement. The mission of PIR is "creating communities of hope, health and well-being". Partners In Recovery is a mental health treatment agency in four county-wide locations serving adults with chronic and severe mental illnesses within an approach emphasizing choice and consumer involvement. The mission of PIR is creating communities of hope, health and well-being. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 301 | TotalNbrEmployees |
| Total Nbr Volunteers | 7 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 187092 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20776 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18425526 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18951441 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 374 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7258 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 69 | OtherRevenuePriorYear |
| Other Revenue Current Year | 83 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18613061 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18979558 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13074306 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12470005 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 38292 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5361726 | OtherExpensePriorYear |
| Other Expenses Current Year | 5795049 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18436032 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18265054 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 177029 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 714504 | RevenuesLessExpensesCY |
| Total Assets BOY | 1577946 | TotalAssetsBOY |
| Total Assets EOY | 4902389 | TotalAssetsEOY |
| Total Liabilities BOY | 1189086 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3785065 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 388860 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1117324 | NetAssetsOrFundBalancesEOY |
| Mission Description | Partners In Recovery was founded to provide high quality, recovery-focused mental health and psychosocial support services that assist adults with serious mental illnesses in leading meaningful lives in the community of their choice. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 17171064 | Expense |
| Revenue | 18951441 | Revenue |
| Description | Partners In Recovery operates a network of four licensed behavioral health clinics serving the diverse communities of Maricopa County, Arizona. Services are tailored to the individual needs and preferences of our service recipients with a focus on reducing institutionalization, promoting self-sufficiency through employment and achieving the persons visions for success in spite of the symptoms of severe mental illness. PIR provides psychiatric, medication management and support services for more than 4,000 adults, including supported employment and vocational services, living skills and wellness, peer and family member support, counseling, educational and social services that reduce isolation, promote healthy lifestyles and enhance cognitive/behavioral functioning. | Description |
| Total Program Service Expense | 17171064 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 63 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 301 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN MOORE | NamePerson |
| Telephone Number | 4809693800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 924 N COUNTRY CLUB DR | AddressLine1 |
| City | MESA | City |
| State | AZ | State |
| ZIP Code | 85201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Michael Franczak | ||||||||
| Chairman | 002.00 | X | X | 0 | 0 | 0 | ||
| Mary Jo Whitfield | ||||||||
| Secretary | 002.00 | X | X | 0 | 0 | 0 | ||
| Michael Zent | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Gene Johnson | ||||||||
| Vice President | 002.00 | X | X | 0 | 0 | 0 | ||
| Bob Raymond | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Lowell Rath | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Randall L Gray | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Christina Dye | ||||||||
| Chief Executive Officer | 040.00 | 133896 | 0 | 6870 | X | |||
| Dr Gregory Gale | ||||||||
| Chief Medical Officer | 040.00 | 247422 | 0 | 6995 | X | |||
| Stacy Garner | ||||||||
| Chief Operating Officer | 040.00 | 95976 | 0 | 9852 | X | |||
| John Moore | ||||||||
| Chief Financial Officer | 020.00 | 0 | 0 | 0 | X | |||
| John Sarris | ||||||||
| Psychiatrist | 040.00 | 222911 | 0 | 13934 | X | |||
| Larry Wade | ||||||||
| Psychiatrist | 040.00 | 147733 | 0 | 3999 | X | |||
| Jose Ventura | ||||||||
| Psychiatrist-ACT | 040.00 | 211947 | 0 | 7953 | X | |||
| Padma Aking | ||||||||
| Lead Psychiatrist | 040.00 | 192809 | 0 | 10558 | X | |||
| Safdar Ali | ||||||||
| Psychiatrist | 040.00 | 181582 | 0 | 16312 | X | |||
| Michael Levitt | ||||||||
| Psychiatrist | 040.00 | 173346 | 0 | 12307 | X | |||
| Charles Waldeck | ||||||||
| Psychiartist | 040.00 | 104000 | 0 | 1145 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1711622 | TotalReportableCompFromOrg |
| Total Other Compensation | 89925 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CompHealth | |||||
| PO Box 972651 | Dallas | TX | 753972651 | Temporary Personnel | 1161001 |
| DL Withers Construction | |||||
| 3220 E Harbour Dr 100 | Phoenix | AZ | 85034 | Construction | 551550 |
| Worldwide Travel Staffing LTD | |||||
| 2829 Sheridan Dr | Tonawanda | NY | 14150 | Locum Tenums | 242724 |
| Arizona Sign Language Interpreter | |||||
| PO Box 6446 | Peoria | AZ | 85385 | Interpreter Services | 210613 |
| Professional Psychiatric Services | |||||
| 21928 N Pedregosa Court | Sun City West | AZ | 85375 | Locum Tenums | 174636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 19921 | FundraisingEvents |
| All Other Contributions | 855 | AllOtherContributions |
| Total Contributions | 20776 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Outpatient Clinic | Description |
| Business Code | 621400 | BusinessCode |
| Total Revenue Column | 18951441 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18951441 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18951441 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7258 | TotalRevenueColumn |
| Exclusion | $7,258 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 6496 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 19921 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 13960 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7464 | TotalRevenueColumn |
| Exclusion | -$7,464 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 621400 | BusinessCode |
| Total Revenue Column | 7547 | TotalRevenueColumn |
| Exclusion | $7,547 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7547 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18979558 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18951441 | RelatedOrExemptFunctionIncome |
| Exclusion | $7,341 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528777 | Total |
| Program Services | 386563 | ProgramServices |
| Management And General | 126876 | ManagementAndGeneral |
| Fundraising | 15338 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10110689 | Total |
| Program Services | 9836602 | ProgramServices |
| Management And General | 271251 | ManagementAndGeneral |
| Fundraising | 2836 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115907 | Total |
| Program Services | 110109 | ProgramServices |
| Management And General | 5798 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 958118 | Total |
| Program Services | 936010 | ProgramServices |
| Management And General | 22067 | ManagementAndGeneral |
| Fundraising | 41 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756514 | Total |
| Program Services | 727857 | ProgramServices |
| Management And General | 27216 | ManagementAndGeneral |
| Fundraising | 1441 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59506 | Total |
| Program Services | 44460 | ProgramServices |
| Management And General | 15046 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25430 | Total |
| Management And General | 25430 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2618812 | Total |
| Program Services | 2140696 | ProgramServices |
| Management And General | 472127 | ManagementAndGeneral |
| Fundraising | 5989 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9263 | Total |
| Program Services | 80 | ProgramServices |
| Management And General | 8855 | ManagementAndGeneral |
| Fundraising | 328 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185801 | Total |
| Program Services | 171656 | ProgramServices |
| Management And General | 9828 | ManagementAndGeneral |
| Fundraising | 4317 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332577 | Total |
| Program Services | 290498 | ProgramServices |
| Management And General | 41818 | ManagementAndGeneral |
| Fundraising | 261 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1467293 | Total |
| Program Services | 1460982 | ProgramServices |
| Management And General | 6252 | ManagementAndGeneral |
| Fundraising | 59 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539686 | Total |
| Program Services | 533002 | ProgramServices |
| Management And General | 6684 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17984 | Total |
| Program Services | 12746 | ProgramServices |
| Management And General | 5098 | ManagementAndGeneral |
| Fundraising | 140 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23724 | Total |
| Program Services | 23724 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80053 | Total |
| Program Services | 80053 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142154 | Total |
| Program Services | 142154 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Postage | 26370 | 26194 | 176 | |
| Fees, Dues Subscriptions | 65723 | 51713 | 8070 | 5940 |
| Equipment | 126788 | 124880 | 1869 | 39 |
| Printing | 3767 | 2497 | 378 | 892 |
| Member Services | 9857 | 8327 | 859 | 671 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60261 | Total |
| Program Services | 60261 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18265054 | Total |
| Program Services | 17171064 | ProgramServices |
| Management And General | 1055698 | ManagementAndGeneral |
| Fundraising | 38292 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15022 | BOY |
| EOY | 55458 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 978179 | BOY |
| EOY | 3855437 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30741 | BOY |
| EOY | 3691 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121580 | BOY |
| EOY | 163143 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 834988 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 104346 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315256 | BOY |
| EOY | 730642 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117168 | BOY |
| EOY | 94018 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1577946 | BOY |
| EOY | 4902389 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1166911 | BOY |
| EOY | 1446905 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1500000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 750000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22175 | BOY |
| EOY | 88160 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1189086 | BOY |
| EOY | 3785065 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388860 | BOY |
| EOY | 1117324 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388860 | BOY |
| EOY | 1117324 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1577946 | BOY |
| EOY | 4902389 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 714504 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 13960 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 468550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18612618 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18978713 | CurrentTaxYear |
| Total | 38059881 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 468550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18612618 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18978713 | CurrentTaxYear |
| Total | 38059881 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 38059881 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7258 | CurrentTaxYear |
| Total | 7632 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 68 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7547 | CurrentTaxYear |
| Total | 7615 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 38075128 | TotalSupport |
| First5 Years170 | X | First5Years170 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Facts And Circumstances Test | Part III Line 12 Refund from workers compensation 3,272.00, amount left in flexible spending account by employees 3,220.93, Misc 1,053.52. | FactsAndCircumstancesTest |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 673326 | OtherCostOrOtherBasis |
| Depreciation | 498851 | Depreciation |
| Book Value | 623471 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 137164 | OtherCostOrOtherBasis |
| Depreciation | 85858 | Depreciation |
| Book Value | 97748 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24498 | OtherCostOrOtherBasis |
| Depreciation | 15075 | Depreciation |
| Book Value | 9423 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 730642 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Lease Deposits | Description |
| Book Value | 94081 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 94081 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Deferred Rents | Description |
| Amount | $88,160 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 88160 | TotalOfAmounts |
| Total Revenue | 18979558 | TotalRevenue |
| Total Expenses | 18265054 | TotalExpenses |
| Excess Or Deficit For Year | 714504 | ExcessOrDeficitForYear |
| Other | $13,960 | OtherAmount |
| Total Adjustments | 13960 | TotalAdjustments |
| Excess Or Deficit Per FS | 728464 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18993518 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 18993518 | RevenueSubtotal |
| Other Revenues Not Included | -13960 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -13960 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18979558 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18265054 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 18265054 | ExpensesSubtotal |
| Total Expenses Per Form990 | 18265054 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| X | 2 | Deferred rents so rent expense is spread evenly over the lease term per GAAP. |
| XI | 8 | Direct expenses from the Mind Matters fundraising event deducted from revenues in Part VIII line 8b. |
| XII | 4b | Direct expenses from the Mind Matters fundraising event deducted from revenues in Part VIII line 8b. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Mind Matters | NameOfEvent1 |
| Gross Receipts Event1 | 26417 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 19921 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 6496 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 3598 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 4900 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 2462 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 26417 | GrossReceiptsTotal |
| Charitable Contributions Total | 19921 | CharitableContributionsTotal |
| Gross Revenue Total Events | 6496 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 3000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 3598 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4900 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 2462 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 13960 | DirectExpenseSummaryEvents |
| Net Income Summary | -7464 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | true | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|
| Dr Gregory Gale | |||
| 247422 | 6995 | 254417 | 121874 |
| John Sarris | |||
| 222911 | 13934 | 236845 | |
| Larry Wade | |||
| 147733 | 3999 | 151732 | |
| Jose Ventura | |||
| 211947 | 7953 | 219900 | |
| Padma Aking | |||
| 192809 | 10588 | 203397 | |
| Safdar Ali | |||
| 181582 | 16312 | 197894 | |
| Michael Levitt | |||
| 173346 | 12307 | 185653 | 134086 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 11 | Copies of the 990 and all related schedules are sent out to the entire Board of Directors for review. Any questions the Board might have are directed back to the Chief Financial Officer. The 990 is then discussed at a full board meeting and approved by the Board of Directors. |
| Form 990 Part VI | 12c | Enforcing agency policy on conflicts of interest is the responsibility of Partners in Recoverys Goverance committee. This committee dedicates one meeting per year to 1 Ensure all conflict of interest statements have been received, 2 Ensure conflicts are fully understood and implications discussed and disposition agreed upon, 3 Ensure that board members with conflicts, if any, follow policy with respect to voting on matters that they may have a conflict with and 4 Recommend enhancements to existing forms, policies and training related to conflicts of interest. |
| Form 990 Part VI | 15a b | Partners in Recovery used market data from 990s and market data from the Regional Behavioral Health Authority Magellan that reflected what comparable positions were being paid. |
| Form 990 Part VI | 19 | Policies, procedures, annual finanical audits and 990s are available upon request. |
| Form 990 Part XI | 5 | Total expenses from the Mind Matters fundraising event removed from total revenues in Part VIII line 8b. |
| Form 990 Part XII | 2c | The Governance Committee is responsible for all business, finances, property, policy and affairs of the Corporation. |
| Form 990 Part VI Section B Line 11 Copies of the 990 and all related schedules are sent out to the entire Board of Directors for review. Any questions the Board might have are directed back to the Chief Financial Officer. The 990 is then discussed at a full board meeting and approved by the Board of Directors. Form 990 Part VI Section B Line 12c Enforcing agency policy on conflicts of interest is the responsibility of Partners in Recoverys Goverance committee. This committee dedicates one meeting per year to 1 Ensure all conflict of interest statements have been received, 2 Ensure conflicts are fully understood and implications discussed and disposition agreed upon, 3 Ensure that board members with conflicts, if any, follow policy with respect to voting on matters that they may have a conflict with and 4 Recommend enhancements to existing forms, policies and training related to conflicts of interest. Form 990 Part VI Section B Line 15a b Partners in Recovery used market data from 990s and market data from the Regional Behavioral Health Authority Magellan that reflected what comparable positions were being paid. Form 990 Part VI Section B Line 19 Policies, procedures, annual finanical audits and 990s are available upon request. Form 990 Part XI Line 5 Total expenses from the Mind Matters fundraising event removed from total revenues in Part VIII line 8b. Form 990 Part XII Line 2c The Governance Committee is responsible for all business, finances, property, policy and affairs of the Corporation. |