2022-09-09T08:33:22-05:00 2021-12-31 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2021-01-01 251810162 SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC SOUT 7246573470 2520 NEW BUTLER ROAD NEW CASTLE PA 16101 TAMMY CALDERONE PRESIDENT 7246573470 2022-09-09 1 TAMMY CALDERONE 999009999 ELIZABETH E KRISHER P01275616 4124715500 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TAMMY CALDERONE 2520 NEW BUTLER ROAD NEW CASTLE PA 16101 359155991 0 X WWW.SBHM.ORG X 1998 PA PROVIDED ASSISTANCE TO SW PA COUNTY MEMBERS & OTHER BEHAVIORAL HEALTH SERVICE ENTITIES. 10 4 29 10 0 0 0 357873556 303466461 1150140 191386 130837 5789 1458 303663636 359155991 0 0 0 0 2410854 2425757 0 0 0 288750916 321629937 291161770 324055694 12501866 35100297 102659131 158267097 58197795 101788234 44461336 56478863 PROVIDED ASSISTANCE TO SOUTHWEST PENNSYLVANIA COUNTY MEMBERS AND OTHER BEHAVIORAL HEALTH SERVICE ENTITIES IN THE ADMINISTRATION OF A NETWORK OF PUBLICLY FUNDED SERVICES FOR THE PURPOSE OF PROMOTING EXCELLENCE IN BEHAVIORAL HEALTH SERVICES. 0 0 323797554 1150140 PROVIDED SERVICES TO SOUTHWEST PENNSYLVANIA COUNTIES, THE NORTHWEST BEHAVIORAL HEALTH PARTNERSHIP COUNTIES, AND OTHER BEHAVIORAL HEALTH SERVICE ENTITIES IN THE ADMINISTRATION OF A NETWORK OF PUBLICLY FUNDED SERVICES FOR THE PURPOSE OF PROMOTING EXCELLENCE IN BEHAVIORAL HEALTH SERVICES. 323797554 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PATTY PIATT 7246573470 2520 NEW BUTLER ROAD NEW CASTLE PA 16101 COLLEEN HUGHES VICE PRESIDENT - SEE SCH O 4.00 X X 0 0 0 DONNA JENERESKI DIRECTOR - SEE SCH O 4.00 X 0 0 0 KAMI ANDERSON EXECUTIVE DIRECTOR - SEE SCH O 4.00 X 0 0 0 TAMMY CALDERONE PRESIDENT - SEE SCH O 6.00 X X 0 0 0 CHERYL ANDREWS DIRECTOR - SEE SCH O 4.00 X 0 0 0 REBECCA ABRAMSON DIRECTOR - SEE SCH O 4.00 X 0 0 0 BRANDON SAVOCHKA SECRETARY/TREASURER - SEE SCH O 4.00 X X 0 0 0 SCOTT BALDWIN DIRECTOR - SEE SCH O 4.00 X 0 0 0 SCOTT BERRY DIRECTOR THRU MAY 2021 - SEE SCH O 4.00 X 0 0 0 SARA STENGER DIRECTOR - SEE SCH O 4.00 X 0 0 0 JENNIFER SCOTT DIRECTOR EFFECTIVE MAY 2021 - SEE SCH O 4.00 X 0 0 0 DAVID MCADOO CEO 40.00 X 156541 0 19046 PATRICIA PIATT CFO 40.00 X 118186 0 26988 274727 0 46034 2 0 1 0 BEACON HEALTH OPTIONS 300 SEVEN FIELDS BLVD SEVEN FIELDS PA 16046 MANAGED CARE ADMIN 19574664 1 357873556 357873556 NWBHP CONTRACT REVENUE 900099 1150140 1150140 1150140 130837 130837 MISCELLANEOUS 900099 1458 1458 1458 359155991 1150140 0 132295 320760 265387 55373 1537975 1440077 97898 118610 111061 7549 302354 278080 24274 146058 134373 11685 72575 72575 372998 355303 17695 13480 12402 1078 149700 137622 12078 122882 113051 9831 234 234 4769 2957 1812 11250 11250 203361 189126 14235 CLAIMS AND STATE EXPENS 310030653 310030653 COUNTY RELATED EXPENSES 5529258 5529258 REINVESTMENT EXPENSES 1946282 1946282 INCENTIVE EXPENSES 1450000 1450000 1722495 1717863 4632 324055694 323797554 258140 0 1237308 2086055 73152562 123649669 27202959 31796207 1066302 735166 102659131 158267097 4856294 15909215 20728421 43328076 32613080 42550943 58197795 101788234 X 44461336 56478863 44461336 56478863 102659131 158267097 X 35100297 -23082770 X X 0 1 X 1 0 X X 6 ARMSTRONG COUNTY 256001018 6 1 20324758 0 BUTLER COUNTY 256001020 6 1 35131123 0 INDIANA COUNTY 256001035 6 1 20384452 0 LAWRENCE COUNTY 256001037 6 1 28004269 0 WASHINGTON COUNTY 256001043 6 1 47384293 0 WESTMORELAND COUNTY 256001046 6 1 79435454 0 6 230664349 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: THE SUPPORTED ORGANIZATIONS OF SBHM ARE LOCAL GOVERNMENTS, AS SUCH, THE ORGANIZATIONS QUALIFY UNDER SECTION 509 (A) (A): HOWEVER, THEY DO NOT HAVE DETERMINATION LETTERS FROM THE IRS. PART I LINE 12G IN ACCORDANCE WITH ITS BYLAWS, SBHM SUPPORTS THE ORGANIZATIONS LISTED BY PROVIDING SUPPORT SERVICES FOR BEHAVIORAL HEALTH TO COUNTY RESIDENTS. AN INTERGOVERNMENTAL AGREEMENT WITH THE ORGANIZATIONS LISTED IN SCHEDULE A ALSO PROVIDES FOR THE FUNDING OF MEDICAL PAYMENTS TO BEHAVIORAL HEALTH AND SUBSTANCE ABUSE PROVIDERS AND ADMINISTRATIVE PAYMENTS. INCLUDED FOR THE ADMINISTRATIVE PAYMENTS ARE THE COUNTY MENTAL HEALTH AND SINGLE COUNTY AUTHORITIES FOR DRUG AND ALCOHOL SERVICES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER LIABILITIES 7200 CLAIMS PAYABLE 42543743 42550943 359155991 0 359155991 0 359155991 324055694 0 324055694 0 324055694 X X X 0 0 0 0 0 0 0 0 0 DAVID MCADOO CEO 156541 0 0 0 0 0 11867 0 7179 0 175587 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE GOVERNING BOARD IS COMPOSED OF REPRESENTATIVES FROM THE SOUTHWEST SIX COUNTIES. SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT, INC. WAS CREATED FOR THE MEMBER COUNTIES AND IN THE EVENT OF ITS DISSOLUTION, ALL OF ITS ASSETS WOULD REVERT TO THE MEMBER COUNTIES. FORM 990, PART VI, SECTION A, LINE 7A THE PA COUNTIES OF ARMSTRONG AND INDIANA ARE REPRESENTED BY TWO MEMBERS ON THE BOARD, WHILE BUTLER, LAWRENCE, WASHINGTON AND WESTMORELAND EACH ARE REPRESENTED BY TWO MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS COMPLETED IN DRAFT BY INDEPENDENT CPAS. MANAGEMENT REVIEWS FOR ACCURACY AND AMENDS AS NEEDED. FINANCE COMMITTEE OF THE BOARD REVIEWS AND AMENDS. THE FULL BOARD OF DIRECTORS THEN VOTES TO APPROVE A FINAL REVISED FORM 990 FOR SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH DIRECTORS. THE CEO COLLECTS ALL BOARD CONFLICT DECLARATIONS ANNUALLY. ALL CONFLICTS ARE MADE KNOWN TO ALL BOARD MEMBERS. CORPORATE COUNSEL AND THE CHAIRPERSON OF THE BOARD ARE THEN RESPONSIBLE FOR IDENTIFYING AND ADDRESSING MATERIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE PHILOSOPHY/STRATEGY OF SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT IS TO ATTRACT AND RETAIN QUALIFIED STAFF. THE 2014 COMPENSATION WAS BASED ON A MARKET ANALYSIS BY 3C CONSULTING PERFORMED IN 2013. 3C DEVELOPED A PAY SCALE AND BENEFITS PACKAGE BASED UPON A MIDPOINT OF 90% OF MARKET THAT WAS IMPLEMENTED AND CARRIED FORWARD FOR SBHM. ALL MANAGEMENT AND EXECUTIVE COMPENSATION ADHERES STRICTLY TO THE PAY SCALE. BOARD OF DIRECTORS PERSONNEL COMMITTEE PROVIDES DIRECT OVERSIGHT OF THE PAY SCALE AND BENEFITS PACKAGE. THE PAY SCALE, PAY RULES AND THE SPECIFIC COMPENSATION, INCLUDING THE CEO'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD PERSONNEL COMMITTEE AND VOTED ON BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: DEFERRAL OF PRIOR YEAR SURPLUS PRIOR YEAR SURPLUS DISTRIBUTION -5,424. OPERATING GAIN DEFERRAL -30,513,039. RISK AND CONTINGENCY AND EQUITY TRANSFER, NET, APPROVED BY DHS 7,435,693. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: DUE TO THE NATURE OF THE REPORTING AND MONITORING OF THIS CONTRACTUAL ACTIVITY WITH DHS, CERTAIN ACTIVITY RUNS THROUGH OTHER CHANGES IN NET ASSETS AS INDICATED ABOVE FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (E) COMPENSATION INFORMATION CAN BE OBTAINED FOR THE INDIVIDUAL DIRECTORS WHO ARE EMPLOYED AND RECEIVE COMPENSATION FROM THEIR RESPECTIVE GOVERNMENT EMPLOYERS. TAMMY CALDERONE - ARMSTRONG-INDIANA BEHAVIORAL & DEVELOPMENTAL HEALTH PROGRAM 25-1199680 KAMI ANDERSON - ARMSTRONG-INDIANA-CLARION DRUG & ALCOHOL COMMISSION 25-1253020 DONNA JENERESKI - BUTLER COUNTY 25-6001020 BRANDON SAVOCHKA - BUTLER COUNTY 25-6001020 SCOTT BALDWIN - LAWRENCE COUNTY 25-6001037 REBECCA ABRAMSON - LAWRENCE COUNTY DRUG & ALCOHOL COMMISSION 25-1635772 SCOTT BERRY - WASHINGTON COUNTY 25-6001043, ACTING ADMINISTRATOR THROUGH 5/22/2021 JENNIFER SCOTT - WASHINGTON COUNTY 25-6001043, APPOINTED ADMINISTRATOR 5/23/2021 CHERYL ANDREWS - WASHINGTON DRUG & ALCOHOL COMMISSION 01-0671144 SARA STENGER - WESTMORELAND COUNTY 25-6001046 COLLEEN HUGHES - WESTMORELAND DRUG AND ALCOHOL COMMISSION 25-1491445 COUNTY ADDRESS INFORMATION IS AVAILABLE ON SCHEDULE R. ARMSTRONG COUNTY 500 MARKET STREET KITTANNING PA 16201 256001018 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 BUTLER COUNTY 124 W DIAMOND STREET BUTLER PA 16003 256001020 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 INDIANA COUNTY 825 PHILADELPHIA STREET INDIANA PA 15701 256001035 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 LAWRENCE COUNTY 430 COURT ST NEW CASTLE PA 16101 256001037 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 WASHINGTON COUNTY 100 WEST BEAU STREET WASHINGTON PA 15301 256001043 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 WESTMORELAND COUNTY 2 NORTH MAIN STREET SUITE 101 GREENSBURG PA 15601 256001046 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 BUTLER COUNTY L 771529 CASH PAYMENTS RECEIVED LAWRENCE COUNTY L 653535 CASH PAYMENTS RECEIVED WASHINGTON COUNTY L 497826 CASH PAYMENTS RECEIVED WESTMORELAND COUNTY L 1369558 CASH PAYMENTS RECEIVED