2026-05-14T18:03:09-05:00 2025-06-30 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2024-07-01 711018775 RECOVERY INNOVATIONS INC RECO 6026364408 11361 N 99TH AVE 402 PEORIA AZ 85345 STEPHEN WARD CFO 6026364408 2026-05-14 1 1 LINDSEY R PHILLIPS CPA P01985962 6122536500 2026-05-14 2024 2025-03-06 01:10:19Z X DAVID COVINGTON 11361 N 99TH AVE 402 PEORIA AZ 85345 115916805 0 X WWW.RIINTERNATIONAL.COM X 2006 AZ RECOVERY INNOVATIONS, INC. INCORPORATED IN THE STATE OF ARIZONA IN DEC. 2006 (CONT'D ON SCH O) AS A NON-PROFIT ORGANIZATION, HAS CREATED A NEW PARADIGM OF DELIVERING BEHAVIORAL HEALTH SERVICES THAT FOCUSES ON WELLNESS RATHER THAN THE TRADITIONAL ILLNESS-BASED APPROACH. THROUGH ITS LOCAL NON-PROFIT CORPORATIONS, RECOVERY INNOVATIONS OFFERS A RANGE OF SERVICES IN FOUR PRIMARY AREAS; CRISIS, HEALTH, RECOVERY AND CONSULTING. RECOVERY INNOVATIONS OPERATES RECOVERY-BASED MENTAL HEALTH SERVICES IN FIVE STATES AND NEW ZEALAND AND HAS PROVIDED RECOVERY TRAINING AND TRANSFORMATION CONSULTATION IN 27 STATES AND FIVE COUNTRIES ABROAD. OUR MISSION IS TO EMPOWER PEOPLE TO RECOVER, SUCCEED IN ACCOMPLISHING THEIR GOALS, FIND MEANING AND PURPOSE IN LIFE, AND RECONNECT WITH THEMSELVES AND OTHERS. OUR VISION IS TO ACTIVATE THE NEXT GENERATION OF FRAME-BREAKING HEALTHCARE INNOVATION TO SUPPORT PEOPLE BEYOND THEIR BEHAVIORAL HEALTH NEEDS AND SUCCEED IN THE COMMUNITY WHERE THEY LIVE, WORK, AND PLAY. 14 12 1548 13 0 0 2166684 2288288 106658627 108065301 -7730620 -1625736 606324 676190 101701015 109404043 84503 645593 0 0 67014041 69013236 0 0 0 46231013 48879628 113329557 118538457 -11628542 -9134414 60965543 45384941 52881553 46483506 8083990 -1098565 X TO CREATE OPPORTUNITIES AND ENVIRONMENTS THAT EMPOWER PEOPLE TO RECOVER, TO SUCCEED IN ACCOMPLISHING THEIR GOALS, AND TO RECONNECT TO THEMSELVES, OTHERS, AND TO FIND MEANING AND PURPOSE IN LIFE. 0 0 78992445 0 85355138 CRISIS: RI'S CRISIS SERVICES INCLUDE RECOVERY RESPONSE CENTERS (CRISIS STABILIZATION PROGRAMS), EVALUATION & TREATMENT (INVOLUNTARY & COURT ORDERED TREATMENT), AND RESPITES. OUR PROGRAMS FOCUS ON CREATING "LIVING ROOM" TYPE OF ENVIRONMENTS IN WHICH EACH PERSON IS TREATED WITH RESPECT, COMPASSION, AND DIGNITY. OUR CRISIS PROGRAMS ENSURE SAFETY WHILE PROVIDING THE BEST CLINICAL AND MEDICAL TREATMENT SERVICES AVAILABLE TO THOSE EXPERIENCING A BEHAVIORAL HEALTH CRISIS. THESE SERVICES ARE AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK AND SERVE ALL REGARDLESS OF THEIR ABILITY TO PAY. 19981483 642891 14901399 RECOVERY: RI'S RECOVERY SERVICE INCLUDES WELLNESS CITIES CENTERS PROVIDING INDIVIDUAL AND GROUP PEER SUPPORT, PHYSICAL FITNESS GYMS, AND EDUCATION AND SOCIALIZATION PROGRAMS. PEER BRIDGER/NAVIGATOR OPPORTUNITIES ARE ALSO PROVIDED TO ENSURE SUCCESSFUL COMMUNITY TRANSITION OF OUR PARTICIPANTS (DIVERTING FROM INPATIENT HOSPITALIZATION AND RE ADMISSION). THE RI MODEL HAS HAD A GLOBAL IMPACT ON THE MENTAL HEALTH FIELD SERVING AS A DEMONSTRATION THAT RECOVERY FROM MENTAL HEALTH ILLNESS AND/OR ADDICTION IS POSSIBLE, USING PRINCIPLES AND PRACTICES THAT CREATE RECOVERY OPPORTUNITIES RI OFFERS. WE ARE PLACING AN EMPHASIS ON DEMONSTRATING MEASURABLY BOTH THE RECOVERY AND COST SAVINGS BENEFITS OF THESE PROGRAMS. 4901583 2702 4750467 HEALTH: RI'S OUTPATIENT SERVICES INCLUDE HOUSING, COMMUNITY BUILDING, RECOVERY EDUCATION, AND SEVERAL TRANSITION MANAGEMENT PROGRAMS; AN AREA OF GREAT STRENGTH FOR RI. OUR PROGRAMS ARE FOCUSED ON INCREASING EDUCATION AND EMPLOYMENT OPPORTUNITIES, AS WELL AS ASSISTING WITH SHORT AND LONGER-TERM HOUSING TO HELP EASE OUR PARTICIPANTS' INTEGRATION WHILE TRANSITIONING BACK INTO THE COMMUNITY. 1821989 0 3058324 CONSULTING: RECOVERY INNOVATIONS HAS BEEN A RECOGNIZED LEADER IN THE DEVELOPMENT OF A SOPHISTICATED AND EFFECTIVE PEER SUPPORT WORKFORCE. THE CORE OF THIS SUCCESS IS OUR SIGNATURE PEER EMPLOYMENT (CERTIFIED PEER SPECIALIST) TRAINING. IT'S ENGAGING, CHALLENGING AND TRANSFORMATIVE, AND HOLDS THE HIGH EXPECTATION THAT PEOPLE WITH SIGNIFICANT CHALLENGES CAN SUCCEED AT THE HIGHEST LEVEL. IN ADDITION, RI PROVIDES SEVERAL ADDITIONAL RECOVERY TRAINING COURSES AND TRANSFORMATIVE CONSULTATION FOR THE VA AND OTHER ORGANIZATIONS AND INDIVIDUALS, THROUGHOUT THE UNITED STATES AND ACROSS THE GLOBE. 1821989 0 3058324 105697500 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 158 0 1 1548 1 0 1 NZ 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 1 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X STEPHEN WARD 6026364408 11361 N 99TH AVE 402 PEORIA AZ 85345 DAVID W COVINGTON PRESIDENT/CEO 40.00 0.40 X X 391452 0 49679 STEVEN FASICK TREASURER 0.80 0.40 X X 0 0 0 DR RONALD FORBES SECRETARY 0.80 0.40 X X 0 0 0 SHANNON JACCARD CHAIR 0.80 0.40 X X 0 0 0 DENNIS MORRISON VICE-CHAIR 0.80 0.40 X X 0 0 0 JAN KASOFSKY MEMBER 0.80 0.40 X 0 0 0 PIERLUIGI MANCINI MEMBER 0.80 0.40 X 0 0 0 SHELBY ROWE MEMBER 0.80 0.40 X 0 0 0 DR ROCHELLE HEAD-DUNHAM MEMBER 0.80 0.40 X 0 0 0 DEQUINCY MEIFFREN-LEZINE MEMBER 0.80 0.40 X 0 0 0 JOE WILLIAMS MEMBER 0.80 0.40 X 0 0 0 MEENA DAYAK MEMBER 0.80 0.40 X 0 0 0 VICTOR ARMSTRONG MEMBER 0.80 0.40 X 0 0 0 DR KEN THOMPSON MEMBER 0.80 0.40 X 0 0 0 STEPHEN WARD CHIEF FINANCIAL OFFICER 40.00 0.40 X 184507 0 73211 REBECCA JOY BRUNSON-NSUBUGA CHIEF OPERATING OFFICER 40.00 0.00 X 200000 0 16038 JAMES SELLAR CHIEF STRATEGY OFFICER 40.00 0.00 X 186932 0 70213 CHUCK T BROWNING CHIEF MEDICAL OFFICER, STRATEGY 40.00 0.00 X 305852 0 57421 DR MICHAEL A RIDDLE CHIEF MEDICAL OFFICER, OPERATIONS 40.00 0.00 X 361294 0 62101 PAUL J GALDYS EXECUTIVE PRINCIPAL CONSULTANT 40.00 0.00 X 156867 0 51331 KELECHI I NWAORGU NURSE PRACTITIONER 40.00 0.00 X 268218 0 40835 RENEE KENIA NURSE PRACTITIONER 40.00 0.00 X 236383 0 46883 JACQUI R BYBEE NURSE PRACTITIONER 40.00 0.00 X 213307 0 17521 ASHLYN L WAGNER NURSE PRACTITIONER 40.00 0.00 X 243976 0 48307 SURI Z RAUDALES NURSE PRACTITIONER 40.00 0.00 X 145392 0 13681 2894180 0 547221 88 0 1 0 MAXIM HEALTHCARE SERVICES HOLDINGS INC 7223 LEE DEFOREST DR COLUMBIA MD 21046 HEALTHCARE STAFFING AGENCY 2222727 FREEDOM PSYCHIATRY SERVICES 1709 COOPER BLUFF PLACE CARY NC 27519 CONTRACTED PROVIDER - PHYSICIAN / NP SER 1760220 CONCENTRIC HEALTHCARE SOLUTION 4250 NORTH DRINKWATER BLVDSUITE 10 SCOTTSDALE AZ 85251 HEALTHCARE STAFFING AGENCY 802826 DIVINE COMMUNITY HEALTH PARTNERS P O BOX 1363 CARY NC 27512 HEALTHCARE STAFFING AGENCY 772705 HILL KERTSCHER & WHARTON LLP 3625 CUMBERLAND BLVD SESUITE 1050 ATLANTA GA 303396406 LEGAL SERVICES 582423 35 1878976 409312 2288288 FEES FOR SERVICES - CRISIS 541610 85355111 85355111 RECOVERY RESPONSE CTR 624100 14901399 14901399 HEALTH SERVICES 621400 4750467 4750467 CONSULTING/TRAINING 541610 3058324 3058324 108065301 19715 19715 676163 0 676163 676163 676163 4867311 6512762 -1645451 -1645451 -1645451 27 0 27 27 109404043 108065328 0 -949573 645593 645593 2042376 939831 1102545 54880731 49053608 5827123 492843 468689 24154 7170034 6307492 862542 4427252 3930875 496377 999845 624685 375160 110206 2668 107538 30000 30000 1696815 238044 1458771 2612428 2204729 407699 6195407 6188869 6538 805921 712081 93840 1113674 852826 260848 3751919 3746766 5153 3475132 3169164 305968 CLIENT PROGRAM SERVICES 10883012 10867941 15071 BAD DEBT EXPENSE 10484464 10484464 0 PROGRAM SUPPLIES 2242787 2138201 104586 4478018 3090974 1387044 118538457 105697500 12840957 0 4905673 5988125 437878 822093 14510284 10056460 93555 193259 816712 759185 28589352 14588330 24212080 14001022 15989361 13564797 60965543 45384941 11209894 8477606 7588625 5089730 107612 10616440 7855841 23466594 24952717 52881553 46483506 X 8083990 -1098565 8083990 -1098565 60965543 45384941 X -9134414 -48141 X 0 1 X 1 0 X 6612556 18804333 12914364 2166684 2288288 42786225 100541984 107244840 112790215 106658854 108065328 535301221 107154540 126049173 125704579 108825538 110353616 578087446 0 0 0 578087446 2345 5252 28456 645831 695878 1377762 2345 5252 28456 645831 695878 1377762 107156885 126054425 125733035 109471369 111049494 579465208 0.99760 0.99870 0.00240 0.00130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 30000 30000 105667500 54570 105697500 54570 1000000 10914 250000 2729 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 123750 45000 30000 198750 250000 250000 250000 250000 1000000 1500000 499200 499200 4579507 958081 3621426 18548459 11044831 7503628 2776295 2585418 190877 2185891 2185891 14001022 REFUNDABLE DEPOSITS 227143 RIGHT OF USE ASSETS 13337654 13564797 TENANT DEPOSITS 72455 PAYABLE TO RELATED ENTITY 3479311 LEASE OBLIGATIONS 2118155 DEBT ISSUANCE COSTS, NET -17795 LINE OF CREDIT 4500000 RIGHT OF USE LEASE LIABILITY 14800591 24952717 X PART X, LINE 2: MANAGEMENT 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 CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 SUPPORTED HOUSING 45 645593 PART I, LINE 2: ALL HOUSING SUBSIDIES ARE PAID DIRECTLY TO THE HOUSING PROVIDER. PARTICIPANTS MUST MEET CERTAIN QUALIFICATIONS THAT ARE VERIFIED BEFORE HOUSING IS PROVIDED. AT YEAR END, THERE IS A RECONCILIATION BETWEEN REVENUE RECEIVED AND ENCOUNTERS PROVIDED. PART III, COLUMN B: THE NUMBER OF RECIPIENTS IS AN ESTIMATE, BASED ON AN AVERAGE STAY OF 30 DAYS. X X X X 0 0 0 0 0 0 0 1 0 DAVID W COVINGTON PRESIDENT/CEO 391452 0 0 0 0 0 24038 0 25641 0 441131 0 0 0 DR MICHAEL A RIDDLE CHIEF MEDICAL OFFICER, OPERATIONS 360044 0 1250 0 0 0 34016 0 28085 0 423395 0 0 0 CHUCK T BROWNING CHIEF MEDICAL OFFICER, STRATEGY 305852 0 0 0 0 0 20800 0 36621 0 363273 0 0 0 KELECHI I NWAORGU NURSE PRACTITIONER 261306 0 6912 0 0 0 1888 0 38948 0 309054 0 0 0 ASHLYN L WAGNER NURSE PRACTITIONER 243976 0 0 0 0 0 23000 0 25307 0 292283 0 0 0 RENEE KENIA NURSE PRACTITIONER 236383 0 0 0 0 0 24419 0 22464 0 283266 0 0 0 STEPHEN WARD CHIEF FINANCIAL OFFICER 184507 0 0 0 0 0 22840 0 50371 0 257718 0 0 0 JAMES SELLAR CHIEF STRATEGY OFFICER 186932 0 0 0 0 0 29120 0 41093 0 257145 0 0 0 JACQUI R BYBEE NURSE PRACTITIONER 213307 0 0 0 0 0 17521 0 0 0 230828 0 0 0 REBECCA JOY BRUNSON-NSUBUGA CHIEF OPERATING OFFICER 200000 0 0 0 0 0 16038 0 0 0 216038 0 0 0 PAUL J GALDYS EXECUTIVE PRINCIPAL CONSULTANT 156867 0 0 0 0 0 10238 0 41093 0 208198 0 0 0 SURI Z RAUDALES NURSE PRACTITIONER 145392 0 0 0 0 0 3588 0 10094 0 159074 0 0 0 PART I, LINE 7 EMPLOYEES AT THE DIRECTOR LEVEL AND ABOVE, WERE ELIGIBLE FOR PERFORMANCE-BASED BONUSES. FASICK HOLDINGS LLC ENTITY MORE THAN 35% OWNED BY STEVE FASICK, BOARD MEMBER PROMISSORY NOTE FOR GENERATOR X 118000 107612 0 1 1 107612 FASICK HOLDINGS LLC & 659 CHESTNUT LLC MORE THAN 35% OWNED BY STEVEN FASICK, BOARD MEMBER. 582780 RENT PAYMENTS 0 FORM 990, PART VI, SECTION A, LINE 5 DURING FY25 THE ORGANIZATION DISCOVERED THAT TWO FORMER EMPLOYEES ENGAGED IN THE MISUSE OF A CORPORATE CREDIT CARD FOR PERSONAL EXPENSES. THE AMOUNT OF THE LOSS HAS NOT BEEN DETERMINED AT THIS TIME. THE LOSS WAS COVERED BY INSURANCE. THE ORGANIZATION IS ALSO ASSESSING ITS OPTIONS TO PURSUE THE FORMER EMPLOYEES TO RECOVER THE LOSS. THE EMPLOYEES IN QUESTION HAVE BEEN TERMINATED AND THE ORGANIZATION IS IN THE PROCESS OF REVIEWING ITS CREDIT CARD POLICIES AND HAS TAKEN STEPS TO LIMIT THE ISSUANCE OF CORPORATE CARDS AND TO REDUCE MAXIMUM CARD LIMITS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED BY THE BOARD BEFORE FINALIZING AND FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER MUST REVIEW THE CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL CONFLICT BETWEEN A BOARD MEMBER'S OBLIGATIONS TO THE ORGANIZATION AND THE BOARD MEMBER'S PERSONAL, BUSINESS OR OTHER INTERESTS. WHEN A PERSONAL, BUSINESS, OR OTHER INTEREST EXISTS WHEREBY A DIRECTOR OR OFFICER MAY BE AFFECTED BY A BOARD OF DIRECTORS' ACTION OR BY DOING BUSINESS WITH THE CORPORATION, THE DIRECTOR OFFICER SHALL MAKE ALL CIRCUMSTANCES KNOWN TO THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING. THE MINUTES WILL REFLECT THE DISCUSSION AND RESOLUTION OF THE MATTER. UPON A VOTE OF DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS, THE INDIVIDUAL THAT HAS THE CONFLICT OF INTEREST MAY BE REQUIRED TO (A) ABSTAIN FROM VOTING ON THE MATTER, (B) ABSTAIN FROM PARTICIPATING IN THE DISCUSSION OF THE MATTER; AND/OR (C) NOT BE PRESENT DURING THE MEETING WHEN THE MATTER IS DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO/PRESIDENT POSITION IS REVIEWED BY THE EXECUTIVE COMMITTEE BASED ON SALARY SURVEY INFORMATION FROM SIMILAR ORGANIZATIONS. BASED ON THE INFORMATION AND THE PERFORMANCE, THE EXECUTIVE COMMITTEE ADJUSTS THE COMPENSATION AS APPROPRIATE TO ENSURE IT IS REASONABLE FOR THE SERVICES PROVIDED. THIS PROCESS IS FOLLOWED ANNUALLY. THE CEO/PRESIDENT REVIEWS AND APPROVES THE COMPENSATION FOR THE CHIEF FINANCIAL OFFICER AND OTHER EXECUTIVE STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9: FOREIGN CURRENCY EXCHANGE RATE GAIN/LOSS -48,141. RECOVERY OPPORTUNITY CENTER LLC 11361 N 99TH AVE STE 402 PEORIA AZ 85345 711019072 MENTAL HEALTH AZ 3394831 8382777 RECOVERY INNOVATIONS INC RI PROPERTIES LLC 11361 N 99TH AVE STE 402 PEORIA AZ 85345 711018775 RENTAL AZ 2271892 16912070 RECOVERY INNOVATIONS INC RECOVERY JOURNEY 11361 N 99TH AVE STE 402 PEORIA AZ 85345 462317405 SOFTWARE DEVELOPMENT AZ 0 0 RECOVERY INNOVATIONS INC RECOVERY INNOVATIONS OF ARIZONA INC 11361 N 99TH AVE STE 402 PEORIA AZ 85345 860671446 MENTAL HEALTH AZ 501(C)(3) LINE 10 RECOVERY INNOVATIONS INC 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 RECOVERY INNOVATIONS OF AZ E 3147927 ACTUAL AMOUNT RECOVERY INNOVATIONS OF ARIZONA INC 11390 N 99TH AVE STE 402 PEORIA AZ 85345 860671446 0 0 0 54570 54570 10914 2729 0 0 0