2024-04-16T14:56:00-05:00 2023-06-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2022-07-01 431262765 HEARTLAND CENTER FOR BEHAVIORAL CHANGE % ANITA MORRIS HEAR 8164216670 1730 PROSPECT AVENUE Suite 100 KANSAS CITY MO 64127 KYLE MEAD PRESIDENT AND CEO 8164216670 2024-05-15 true KYLE MEAD 999009999 April Arnold P01559426 8162216300 3 2022 2023-04-26 12:10:37Z KYLE MEAD 1730 PROSPECT AVENUE KANSAS CITY MO 64127 12614143 false X WWW.HEARTLANDCBC.ORG X 1982 MO OUR MISSION IS TO PROVIDE BEHAVIORAL HEALTHCARE AND SUBSTANCE USE DISORDER SERVICES TO HELP INDIVIDUALS LEAD HEALTHIER, HAPPIER, MORE PRODUCTIVE LIVES. 12 12 242 0 0 0 10190968 10832094 889893 1386272 540 853 184247 394924 11265648 12614143 0 0 0 0 7091388 8271746 0 0 0 3878131 4098324 10969519 12370070 296129 244073 6675393 7237359 1669308 1987201 5006085 5250158 X OUR MISSION IS TO PROVIDE BEHAVIORAL HEALTHCARE AND SUBSTANCE USE DISORDER SERVICES TO HELP INDIVIDUALS LEAD HEALTHIER, HAPPIER, MORE PRODUCTIVE LIVES. true false 5506729 443576 ALCOHOL AND SUBSTANCE USE PROGRAMS - ADA PROGRAMS ARE FUNDED THROUGH THE DIVISION OF ALCOHOL AND DRUG ABUSE, CLAY/PLATTE/RAY MENTAL HEALTH BOARD, AND THE COMBAT COMMISSION. THEY INCLUDE INTENSIVE OUTPATIENT SERVICES AND COMMUNITY SUPPORT SERVICES FOR ADULT MALE AND FEMALE CLIENTS AND COMPREHENSIVE SUBSTANCE ABUSE AND REHABILITATION PROGRAMS. MEDICAL CLIENTS ARE SERVED IN ADDITION TO THOSE FUNDED DIRECTLY THROUGH THE STATE OF MISSOURI. THE ADA PROGRAMS ALSO INCLUDE THE ORGANIZATIONS MODIFIED MEDICAL DETOXIFICATION SERVICES IN KANSAS CITY. CLIENTS SERVED ARE REFERRED THROUGH PROBATION, PAROLE DEPARTMENTS, SOCIAL SERVICE AGENCIES IN THE COMMUNITY AND INITIATED BY THE CLIENT. 2249236 762055 SEE SCHEDULE O. 699378 180641 DRUG COURT - THE ORGANIZATION HAS CONTRACTS WITH THE JACKSON COUNTY AND CITY OF KANSAS CITY, MISSOURI TO PROVIDE OUTPATIENT SUBSTANCE ABUSE TREATMENT SERVICES TO OFFENDERS REFERRED TO THE DRUG COURT BY THE COUNTY PROSECUTOR'S OFFICE. HEARTLAND CENTER PROVIDES SUBSTANCE ABUSE ASSESSMENTS, INDIVIDUAL COUNSELING, GROUP COUNSELING, COORDINATION OF CASE MANAGEMENT SERVICES WITH DRUG COURT STAFF, AND URINALYSIS TESTING TO ENSURE COMPLIANCE WITH THE DIRECTIVES OF THE DRUG COURT COMMISSIONER. 8455343 true true false false false false false false true false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 24 0 242 true false false false false false false false false false false false false X 12 12 false false false false false false false true true false true true true true true true true true true false false MO X ANITA MORRIS 8162149505 1730 PROSPECT AVE KANSAS CITY MO 64127 KYLE MEAD PRESIDENT/CEO 45.0 0.0 X 157017 0 11728 CARLA SHEPARD APRN 45.0 0.0 X 114668 0 17075 SHAWNA DRAKE VP OF CLINICAL SERVICES 45.0 0.0 X 98091 0 9088 JUNE NORTHERN DIRECTOR OF HR AND OPERATIONS 40.0 0.0 X 77118 0 10730 ANITA MORRIS DIRECTOR OF FINANCE 40.0 0.0 X 73719 0 4478 JACQUELINE DUNN CHAIR OF THE BOARD 10.0 0.0 X X 0 0 0 BARBARA LADD SECRETARY OF THE BOARD 2.0 0.0 X X 0 0 0 CAROL GETTY DIRECTOR 2.0 0.0 X 0 0 0 VALORIE SANDERS VICE CHAIR OF THE BOARD 2.0 0.0 X X 0 0 0 JOSHUA WUNDERLICH DIRECTOR 2.0 0.0 X 0 0 0 SANDRA HEMAYA DIRECTOR 2.0 0.0 X 0 0 0 BRENT MORRIS DIRECTOR 2.0 0.0 X 0 0 0 CHRIS ALBRIGHT DIRECTOR 2.0 0.0 X 0 0 0 JANET BURGESS DIRECTOR 2.0 0.0 X 0 0 0 BRAD FORBES DIRECTOR 2.0 0.0 X 0 0 0 KAYLA MCCOY DIRECTOR 2.0 0.0 X 0 0 0 MYRNA TRICKEY DIRECTOR 2.0 0.0 X 0 0 0 520613 0 53099 2 false true false DEBORAH STONER-BRYAN 2052 290TH ST HIAWATHA KS 66434 MEDICAL SERVICES 102505 1 10825263 6831 10832094 CLIENT FEES 623990 340595 340595 DRUG COURT FEES 623990 165 165 COMMUNITY RETENTION UNIT 623990 1045512 1045512 1386272 853 853 0 0 169232 169232 0 169232 169232 0 0 0 0 0 0 0 0 0 0 COALITION HEALTH CI PROJECT 900099 150000 150000 MISCELLANEOUS 900099 75692 75692 75692 75692 225692 12614143 1386272 395777 0 0 0 0 487147 130728 356419 0 6107754 4688945 1418809 181351 132663 48688 1008437 51713 956724 487057 355178 131879 0 13081 13081 61753 61753 0 0 0 410502 202938 207564 14361 425 13936 204760 98768 105992 31734 1231 30503 0 539168 487336 51832 51609 44517 7092 0 9903 3144 6759 44698 44698 0 401831 251989 149842 239100 239100 FOOD SERVICES 316877 316877 MAINTAINANCE & REPAIRS 280626 242919 37707 EQUIPMENT 48972 29828 19144 CLIENT SUPPLIES 1314210 1302314 11896 115139 113830 1309 12370070 8455343 3914727 0 379947 130351 1183241 907946 796714 1492676 0 0 0 0 0 0 0 0 0 0 83518 110019 12132439 8080033 4194954 4052406 0 0 0 0 0 0 0 282328 37019 261633 6675393 7237359 664355 804094 0 0 0 0 0 0 21457 28793 0 0 983496 929700 0 0 0 224614 1669308 1987201 X 5006085 5250158 0 0 5006085 5250158 6675393 7237359 244073 X false true X true false X 7062215 6865504 9431052 10190968 10832094 44381833 0 0 7062215 6865504 9431052 10190968 10832094 44381833 0 44381833 162117 162118 162118 162658 170085 819096 0 27873 18359 161514 22129 225692 455567 45656496 6908607 0.97208 0.97387 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 21457 101944 94608 28793 true X 3051243 2215686 835557 6941799 4303205 2638594 2096414 1561142 535272 42983 42983 4052406 0 OPERATING LEASE LIABILITIES 224614 224614 12614143 12614143 12614143 12370070 12370070 12370070 SCHEDULE D, PART IV, LINES 1A AND 2B CERTAIN CLIENTS ARE REQUIRED TO MAKE AN INITIAL DEPOSIT AND PAY A PORTION OF ANY WAGES EARNED TO THE ORGANIZATION (CTU OFFENDER'S FUND). THE ORGANIZATION MAINTAINS A BANK ACCOUNT IN WHICH THEY HOLD THESE FUNDS ON THE CLIENTS' BEHALF. THE FUNDS FOR EACH CLIENT CAN BE USED TO PAY CERTAIN CLIENT EXPENSES. CLIENTS WHO DISCONTINUE RECEIVING TREATMENT FROM THE ORGANIZATION ARE PAID ANY RESIDUAL BALANCES SET ASIDE FOR THEM. THE ORGANIZATION MAINTAINS A SEPARATE ACCOUNT FOR CLIENTS OF THE COMMUNITY RETENTION UNIT (TURNKEY COMMISSARY). BALANCES WILL BE RETURNED TO INDIVIDUALS UPON RELEASE FROM THE UNIT. ctu contract ended june 30, 2023. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X false false false false false false false false KYLE MEAD PRESIDENT/CEO 153017 0 4000 0 0 0 8080 0 3648 0 168745 0 FORM 990, PART III, LINE 2 DURING THE FISCAL YEAR, HEARTLAND ACQUIRED ALTERNATIVES, INC. WHICH EXPANDS THE ORGANIZATION'S ABILITY TO PROVIDE SERVICES SUCH AS SUBSTANCE AWARENESS TRAFFIC OFFENDER PROGRAM (SATOP), WEEKEND INTERVENTION PROGRAM (WIP), AND SERIOUS AND REPEAT OFFENDER PROGRAM (SAROP). FORM 990, PART III, LINE 4B CORRECTIONAL RESIDENTIAL PROGRAMS - RESIDENTIAL RE-ENTRY PROGRAMS FOR OFFENDERS THAT ARE FUNDED BY THE FEDERAL BUREAU OF PRISONS, UNITED STATES PROBATION OFFICE, AND THE MISSOURI DEPARTMENT OF CORRECTIONS. THESE PROGRAMS PROVIDE SUPERVISION AND ACCOUNTABILITY TO REFERRED OFFENDERS IN A HIGHLY STRUCTURED RESIDENTIAL ENVIRONMENT. SUPPORTIVE SERVICES ARE ARRANGED TO HELP EACH OFFENDER SUCCESSFULLY TRANSITION TO THE COMMUNITY. WHILE ASSIGNED TO HEARTLAND'S RESIDENTIAL RE-ENTRY PROGRAMS, OFFENDERS ARE EXPECTED TO FOLLOW THE REQUIREMENTS OF A SUPERVISION PLAN, BECOME GAINFULLY EMPLOYED, LOCATE SUPPORTIVE PERMANENT HOUSING, DEVELOP SAVINGS, AND PARTICIPATE IN APPROVED PROGRAMS IN THE COMMUNITY. DURING THE FISCAL YEAR, HEARTLAND ACQUIRED ALTERNATIVES, INC. WHICH EXPANDS THE ORGANIZATION'S ABILITY TO PROVIDE SERVICES SUCH AS SUBSTANCE AWARENESS TRAFFIC OFFENDER PROGRAM (SATOP), WEEKEND INTERVENTION PROGRAM (WIP), AND SERIOUS AND REPEAT OFFENDER PROGRAM (SAROP). FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM AND A DRAFT COPY IS REVIEWED BY THE DIRECTOR OF FINANCE AND ACCOUNTING AND THE CHIEF EXECUTIVE OFFICER. ANY CHANGES NOTED DURING THE REVIEW ARE INCORPORATED IN THE FINAL 990 PRIOR TO REVIEW BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ARE PROVIDED A COPY OF THE FORM 990 FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE PROVIDED A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ANNUALLY THEY COMPLETE A NO CONFLICT COMPLIANCE CERTIFICATION AS WELL AS A QUESTIONNAIRE REGARDING CONFLICTS OF INTEREST AND RELATED PARTY ISSUES. THE COMPLETED DISCLOSURES ARE REVIEWED AND APPROVED BY THE AGENCY COMPLIANCE OFFICER. ALL POTENTIAL CONFLICTS OF INTEREST ARE THEN DISCUSSED BY THE BOARD CHAIR WHO DETERMINES WHETHER BOARD ACTION IS REQUIRED. IF A CONFLICT OF INTEREST DOES EXIST, THE PERSON IS REMOVED FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15A & 15B THE BOARD OF DIRECTORS ESTABLISHED A COMMITTEE TO EVALUATE THE CEO/PRESIDENT'S PERFORMANCE IN MEETING GOALS AND OBJECTIVES THAT HAVE BEEN ESTABLISHED BY THE COMMITTEE. THE RESULTS OF THE COMMITTEE'S EVALUATION WERE SHARED WITH THE ENTIRE BOARD. AFTER EVALUATING THE COMMITTEE'S REPORT, THE ENTIRE BOARD VOTED ON THE CEO/PRESIDENT'S SALARY FOR THE NEXT FISCAL YEAR. COMPENSATION WILL BE TARGETED AT THE 60TH PERCENTILE OF A COMPARABLE GROUP CONSISTING OF NONPROFIT ORGANIZATIONS OF SIMILAR MISSION, SIZE, AND COMPLEXITY. THE COMPENSATION FOR EXECUTIVES OR OFFICER LEVEL POSITIONS FOLLOWS THE SAME PROCESS AS THAT OF THE CEO/PRESIDENT, EXCEPT THAT HUMAN RESOURCES AND/OR THE EXECUTIVE TEAM EVALUATE PERFORMANCES AND SET THE YEARLY SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MAINTAINED AT THE ORGANIZATION'S CORPORATE OFFICE AND MADE AVAILABLE TO REQUESTING PARTIES UPON REQUEST.