2024-08-14T12:50:08-05:00 2023-09-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2022-10-01 866037149 THE NARBHA INSTITUTE INC NARB 9282338667 616 N BEAVER STREET FLAGSTAFF AZ 86001 MARY JO GREGORY CHIEF EXECUTIVE OFFICER 9282338667 2024-08-12 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2024-08-12 2022 2024-08-08 14:25:15Z MARY JO GREGORY 616 N BEAVER STREET FLAGSTAFF AZ 86001 22778957 0 X WWW.NARBHAINSTITUTE.ORG X 1967 AZ MEDICAID MANAGED CARE SUBCONTRACTOR, SUPPORTED HOUSING, BEHAVIORAL CARE VIA AFFILIATE 5 2 14 2 0 0 3805583 2819085 4201903 13687932 745715 589661 0 -550782 8753201 16545896 4024170 11552242 0 0 2223252 2313092 0 0 0 2518506 3402499 8765928 17267833 -12727 -721937 66577625 74468814 773529 5620519 65804096 68848295 X SERVE MEDICAID MANAGED CARE SUBCONTRACT, SUPPORTED HOUSING FOR MENTALLY ILL, CONVENER/SUPPORTER IN HEALTH/SOCIAL DETERMINANTS. DRIVE IMPROVED MENTAL HEALTH OUTCOMES FOR VULNERABLE POPULATIONS VIA AFFILIATED AGENCY PROVIDING OUTPATIENT, INPATIENT & RESIDENTIAL SVS. 0 0 8688598 7928983 11327119 THE NORTHERN ARIZONA REGIONAL BEHAVIORAL HEALTH ALLIANCE MEDICAID ACO IS A COLLABORATIVE VENTURE THAT ADVANCES WELLBEING BY CREATING STRATEGIC PARTNERSHIPS ACROSS THE BEHAVIORAL HEALTH PROVIDER NETWORK. USING TARGETED SOLUTIONS TO IMPROVE CARE OUTCOMES, PROVIDERS AND THEIR MEMBERS CAN ADVANCE HEALTH, REDUCE COSTS, CREATE BEST PRACTICE MODELS AND MOVE TO AN ENHANCED INCLUSIVE AND EQUITY-BASED SOLUTION FOR BEHAVIORAL HEALTH SERVICES. 4712235 2830570 2219868 THE NARBHA INSTITUTE'S SECOND LARGEST PROGRAM IS ITS PROVISION OF SERVICES, SUPPORT AND GRANTS TO HEALTHCARE PROVIDERS WHO SERVE PRIMARILY MEDICAID BENIFICIARIES AND INDIGENT POPULATIONS. THIS INCLUDES GRANTS TO SUCH ORGANIZATIONS TO ACHIEVE HEALTH AND HEALTH RELATED SOCIAL OUTCOMES SUCH AS EMPLOYMENT, MEDICAID ELIGIBILITY COMPLIANCE, TIMELY MENTAL HEALTH ASSESSMENTS, PAITIENT SATISFACTION, HOUSING, CRIMINIAL JUSTICE COORDINATION AND CULTURALLY-COMPETENT SERVICES. REVENUE INCLUDED IN THE CONTRIBUTIONS ON PART VIII, LINE 1E IS $2,819,085. 904079 692689 -550782 EFFECTIVE AUGUST 27, 2018, THE NARBHA INSTITUTE ENTERED INTO AN AFFILIATION AGREEMENT WITH THE GUIDANCE CENTER (TGC), A SEPARATE 501(C)(3) ORGANIZATION, IN WHICH NARBHA BECAME ITS SOLE MEMBER. THERE IS A SEPARATE BOARD TO OVERSEE MANAGEMNET OF TGC. THE GUIDANCE CENTER PROVIDES INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH SERVICES IN THE FLAGSTAFF REGION. UNDER THE AFFILIATION AGREEMENTS, NARBHA PROVIDES SUBSTANTIAL FINANCIAL AND IN-KIND SUPPORT AND APPOINTS A MAJORITY OF ITS GOVERNING BOARD. 719485 100000 140945 THROUGH A DISREGARDED ENTITY (WELL NORTH COMMUNITIES LLC), THE NARBHA INTITUTE PROVIDES PERMANENT SUPPORTED HOUSING TO APPROXIMATELY 40 INDIVIDUALS AND FAMILILES LIVING WITH SERIOUS MENTAL ILLNESS IN NORTHERN ARIZONA. TENANTS PAY AN INCOME-ADJUSTED PORTION OF RENT (WHICH IS OFTEN ZERO) AND RESIDE IN APARTMENTS PURCHSED WITH FUNDING FROM THE ARIZONA DEPARTMENT OF HEALTH SERIVCES. WHILE NOT LISTED ON THE FINANCIAL STATEMENTS AS AN EXPENSE, THE OPPORTUNITY COST OF THESE HEAVILY DESCOUNTED RENTS IS OVER $244,000 PER YEAR EXCLUDING UTILITIES, BASED ON HUD AND SURVEY DATA. EXPENSES ASSOCIATED WITH THE PROGRAM ARE $562,678 AND REVENUE GENERATED IS $140,945.THE NARBHA INSTITUTE SUPPORTS SEDI, THE SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE OF NORTHERN ARIZONA. SEDI IS A LEADING ECONOMIC DEVELOPMENT ORGANIZATION IN THE REGION THAT ENABLES, FACILITATES, AND PARTNERS WITH BUSINESSES, EDUCATIONAL INSTITUTIONS, AND GOVERNMENT TO INCREASE SOCIAL EQUITY, ECOLOGICAL HEATH, AND PROMOTE A RESILIENT ECONOMY. NARBHA PROVIDED A GRANT OF $100,000 FOR PROGRAM SUPPORT. EXPENSES ASSOCIATED WITH SEDI ARE $156,807. . 719485 100000 140945 15024397 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 1 0 0 0 1 31 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DENISE TAYLOR 9282338667 616 N BEAVER STREET FLAGSTAFF AZ 86001 MARY JO GREGORY PRESIDENT & CEO 40.00 5.00 X X 697534 0 28495 JAMES DYKES DIRECTOR & VP 01/2020 4.00 X X 0 0 0 CELESTE IRONS DIRECTOR 2.00 X 0 0 0 VINCENT BERKLEY DIRECTOR 2.00 X 36000 0 0 MICHAEL LOVEN DIRECTOR 2.00 X 12000 0 0 MICHAEL KUZMIN TNI-CFO 20.00 20.00 X 287978 0 19903 JON PEREZ VP WNC LIVABLE COMMUNITIES 40.00 2.00 X 209768 0 1352 NATHAN JONES GENERAL COUNSEL 20.00 20.00 X 248911 0 19618 TERESA BERTSCH TNI VP MEDICAL OPERATIONS 12.00 28.00 X 413486 0 55345 LAUREN LAUDER TNI VP PATIENT SVCS 2.00 38.00 X 102199 0 15661 DEVON FORREST TNI DIRECTOR OF SUPPORT SVCS 1.00 39.00 X 249549 0 8724 DENISE TAYLOR DIRECTOR OF FINANCIAL OPERATIONS 40.00 X 111682 0 16648 2369107 0 165746 9 0 1 0 STRATEGIC HEALTH ADVISORS INC 90 DORNOCH WAY COTO DE CAZA CA 92679 CONSULTING 181161 SIMAXX 4801 GULD BLVD SUITE 123 ST PETE BEACH FL 33706 CONSULTING 106800 2 2717418 101667 2819085 ACO REVENUE 621400 11327119 11327119 HCA CONTRACTS 541610 1578953 1578953 RENTAL INCOME 531110 781860 781860 13687932 682631 682631 6140091 6233061 -92970 -92970 -92970 LOSS FROM INVESTMENT I 900099 -550782 -550782 -550782 16545896 13137150 0 589661 X 11552242 11552242 1375104 495156 879948 718186 618392 99794 131432 92086 39346 88370 58984 29386 88891 88891 4705 4487 218 33915 33915 193999 193999 2244017 1595701 648316 257917 147628 110289 53000 49290 3710 245712 226611 19101 139823 111652 28171 53503 41672 11831 4399 4075 324 425801 418886 6915 161713 23736 137977 DUES & SUBSCRIPTIONS 11500 11500 MISCELLANEOUS EXPENSES 3053 2857 196 EXPENSES HAVE TO BE RED -519449 -519449 17267833 15024397 2243436 0 8198982 7784536 558955 6947233 152977 154732 12652433 5433276 7614943 7219157 28139718 33616100 831205 1716993 21080845 17030063 66577625 74468814 773529 918285 0 55921 0 4646313 773529 5620519 X 65548874 67569585 255222 1278710 65804096 68848295 66577625 74468814 -721937 3791136 -25000 0 X 0 1 X 1 0 X 3376329 4830876 3367373 3805583 2819085 18199246 3376329 4830876 3367373 3805583 2819085 18199246 18199246 772792 689421 556494 554930 682631 3256268 30956 84 557 31597 21487111 34852713 0.84700 0.86020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 30,956. 2019 AMOUNT: $ 84. 2020 AMOUNT: $ 557. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 634242 1968602 2602844 9789316 5217690 4571626 260273 215586 44687 7219157 INVESTMENT IN THE GUIDANCE CENTER 17030063 17030063 ACO PROVIDERS PAYABLES 4646313 4646313 X 37866923 3791136 18446605 22237741 15629182 193999 722715 916714 16545896 34783798 18983461 18983461 15800337 193999 1273497 1467496 17267833 PART X, LINE 2: THE NARBHA INSTITUTE QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND, THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. IN ADDITION, THE NARBHA INSTITUTE QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. MANAGEMENT DOES NOT BELIEVE THE NARBHA INSTITUTE HAS ANY UBTI FOR THE YEAR ENDED SEPTEMBER 30, 2023. THE NARBHA INSTITUTE 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. THE NARBHA INSTITUTE'S FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR FISCAL 2022, 2021, AND 2020 ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE (RELATED ENTITY) 100,073. REVENUE FROM THE GUIDANCE CENTER (RELATED ENTITY) 18,346,532. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS 1,273,497. LOSS FROM INVESTMENT IN THE GUIDANCE CENTER -550,782. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE (RELATED ENTITY) 86,147. EXPENSES FROM THE GUIDANCE CENTER (RELATED ENTITY) 18,897,314. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS 1,273,497. 1 AZ CHPT OF THE AM ACADEMY OF PEDIATRICS 2600 N CENTRAL AVE STE 670 PHOENIX AZ 85004 860917603 501(C)(3) 10000 0 PROGRAM SUPPORT AZ THERAPEUTIC LEARNING CENTER 3620 N 3RD STREET PHOENIX AZ 85012 273409430 501(C)(3) 100000 0 PROGRAM SUPPORT BANNER HEALTH FOUNDATION 2901 N CENTRAL AVE STE 160 PHOENIX AZ 85012 942545356 501(C)(3) 100000 0 PROGRAM SUPPORT BLOOMKIDZ INC 2141 E PECOS ROAD BLDG 1 CHANDLER AZ 85225 881098385 501(C)(3) 20000 0 PROGRAM SUPPORT BOYS & GIRLS CLUB OF FLAGSTAFF 301 S PASEO DEL FLAG FLAGSTAFF AZ 86001 453083785 501(C)(3) 10000 0 PROGRAM SUPPORT CENTER FOR THE RIGHTS OF ABUSED CHILDREN 3900 E CAMELBACK RD STE 300 PHOENIX AZ 85018 822604035 501(C)(3) 25000 0 PROGRAM SUPPORT CITY OF FLAGSTAFF 211 W ASPEN AVE FLAGSTAFF AZ 86001 866000244 GOVERNMENT 11356 0 PROGRAM SUPPORT COCONINO COALITION FOR CHILDREN & YOUTH 2625 N KING ST FLAGSTAFF AZ 86004 510204513 501(C)(3) 10000 0 PROGRAM SUPPORT COCONINO COMM COLLEGE FOUNDATION 2800 S LONE TREE ROAD FLAGSTAFF AZ 86005 860717956 501(C)(3) 13000 0 PROGRAM SUPPORT COMMUNITY AWARENESS RESOURCES OF AZ PO BOX 382 ST JOHNS AZ 85936 831628498 501(C)(3) 52850 0 PROGRAM SUPPORT DANCING IN THE STREETS ARIZONA 6411 E BRIAN KENT TUCSON AZ 85710 320232575 501(C)(3) 10000 0 PROGRAM SUPPORT DOWN SYNDROME NETWORK INC 1445 E GUADALUPE RD STE 103 TEMPE AZ 85283 611409048 501(C)(3) 25000 0 PROGRAM SUPPORT FIRST PLACE AZ 717 E MARYLAND AVE PHOENIX AZ 85014 461722227 501(C)(3) 100000 0 PROGRAM SUPPORT FLAGSTAFF SHELTER SERVICES PO BOX 1808 FLAGSTAFF AZ 86002 204921369 501(C)(3) 13000 0 PROGRAM SUPPORT FLAGSTAFF SYMPHONY ORCHESTRA PO BOX 122 FLAGSTAFF AZ 86002 860186038 501(C)(3) 50550 0 PROGRAM SUPPORT FOR INSPIRATION & RECOGNITION OF SCIENCE AND TECHNOLOGY 200 BEDFORD STREET MANCHESTER NH 03101 222990908 501(C)(3) 6000 0 PROGRAM SUPPORT GRAND CANYON YOUTH 2131 N FIRST ST FLAGSTAFF AZ 86004 860905180 501(C)(3) 19750 0 PROGRAM SUPPORT HELPING FAMILIES IN NEED 5035 S 107TH DR TOLLESON AZ 853535540 800744034 501(C)(3) 50000 0 PROGRAM SUPPORT HOPE LIVES VIVE LA ESPERANZA 1551 WEST VAN BUREN STREET PHOENIX AZ 85007 452300190 501(C)(3) 61148 0 PROGRAM SUPPORT HUSHABYE NURSERY 3003 EAST MCDOWELL ROAD PHOENIX AZ 85008 822737849 501(C)(3) 100000 0 PROGRAM SUPPORT INSTITUTE FOR HEALTHCARE IMPROVEMENT PO BOX 845096 BOSTON MA 022845096 383017223 501(C)(3) 52500 0 PROGRAM SUPPORT LITTLE COLORADO BEHAVIORAL HEALTH CENTERS INC PO BOX 579 ST JOHNS AZ 85936 860250938 501(C)(3) 21000 0 PROGRAM SUPPORT LOCAL INITIATIVES SUPPORT CORPORATION 28 LIBERTY STREET 34TH FLOOR NEW YORK NY 10005 133030229 501(C)(3) 100000 0 PROGRAM SUPPORT NORTH COUNTRY HEALTHCARE PO BOX 3630 FLAGSTAFF AZ 86003 860663432 501(C)(3) 600000 0 PROGRAM SUPPORT NORTHERN ARIZONA UNIVERSITY FOUNDATION PO BOX 4094 FLAGSTAFF AZ 86011 860193726 501(C)(3) 152900 0 PROGRAM SUPPORT NORTHLAND FAMILY HELP CENTER 2532 N 4TH STREET 506 FLAGSTAFF AZ 86004 860351566 501(C)(3) 21000 0 PROGRAM SUPPORT OLD CONCHO COMMUNITY ASSISTANCE CENTER PO BOX 50 CONCHO AZ 85924 860907044 501(C)(3) 60000 0 PROGRAM SUPPORT PREVENT CHILD ABUSE ARIZONA PO BOX 26495 PRESCOTT VALLEY AZ 863126495 860832901 501(C)(3) 8500 0 PROGRAM SUPPORT RE CENTERS OF ARIZONA INC PO BOX 1111 PINETOP AZ 85935 832835196 501(C)(3) 20000 0 PROGRAM SUPPORT SEDI 616 N BEAVER ST FLAGSTAFF AZ 86001 261077054 501(C)(3) 100000 0 PROGRAM SUPPORT SOUTHWEST BEHAVIORAL & HEALTH SERVICES INC 3450 N 3RD STREET PHOENIX AZ 85012 860290033 501(C)(3) 133511 0 PROGRAM SUPPORT SOUTHWEST HUMAN DEVELOPMENT 2850 N 24TH STREET PHOENIX AZ 85008 860407179 501(C)(3) 20500 0 PROGRAM SUPPORT SPECTRUM HEALTHCARE GROUP INC 8 EAST COTTONWOOD STREET COTTONWOOD AZ 86326 860207499 501(C)(3) 178065 0 PROGRAM SUPPORT STEPS TO RECOVERY HOMES 637 N MAIN ST STE 1A COTTONWOOD AZ 86326 463225513 501(C)(3) 25000 0 PROGRAM SUPPORT TECHNICAL ASSISTANCE PTR OF ARIZONA 2020 N CENTRAL AVENUE SUITE 720 PHOENIX AZ 85004 860975231 501(C)(3) 6500 0 PROGRAM SUPPORT THE GUIDANCE CENTER INC 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 501(C)(3) 27330 692689 THE INSTITUTE PAID WAGES, EMPLOYEE RELATED EXPENSES, AND RENOVATIONS. PROGRAM SUPPORT THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 445 N 5TH STREET PHOENIX AZ 85004 753065445 501(C)(3) 520000 0 PROGRAM SUPPORT UNITED WAY OF NORTHERN ARIZ 1515 E CEDAR AVE FLAGSTAFF AZ 86004 860211666 501(C)(3) 11350 0 PROGRAM SUPPORT WEST YAVAPAI GUIDANCE CLINIC INC 3343 N WINDSONG DRIVE PRESCOTT VALLEY AZ 86314 860206928 501(C)(3) 50811 0 PROGRAM SUPPORT CHANGEPOINT INTEGRATED HEALTH 1801 W DEUCE OF CLUBS STE 100 SHOW LOW AZ 85901 860215065 501(C)(3) 1142073 0 PROGRAM SUPPORT COMMUNITY BRIDGES INC 1855 W BASELINE RD 101 MESA AZ 85202 942880847 501(C)(3) 975950 0 PROGRAM SUPPORT MOHAVE MENTAL HEALTH CLINIC INC 3707 STOCKTON HILL RD KINGMAN AZ 86409 860214457 501(C)(3) 2536384 0 PROGRAM SUPPORT SOUTHWEST BEHAVIORAL HEALTH SERVICES INC 3450 N 3RD STREEET PHOENIX AZ 85012 860290033 501(C)(3) 1271589 0 PROGRAM SUPPORT SPECTRUM HEALTHCARE GROUP INC 8 EAST COTTONWOOD STREET COTTONWOOD AZ 86326 860207499 501(C)(3) 414247 0 PROGRAM SUPPORT THE GUIDANCE CENTER 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 501(C)(3) 453481 0 PROGRAM SUPPORT WEST YAVAPAI GUIDANCE CLINIC DBA POLARA 3343 N WINDSONG DRIVE PRESCOTT VALLEY AZ 86314 860206928 501(C)(3) 769611 0 PROGRAM SUPPORT 46 PART I, LINE 2: THE NARBHA INSTITUTE BOARD APPROVES A BUDGET THAT INCLUDES GRANTS AND SPONSORSHIPS. STAFF REVIEW GRANT APPLICATIONS FOR CONSISTENCY WITH THE NARBHA INSTITUTE'S MISSION AND CHARITABLE PURPOSE, SCREEN FOR CONFLICTS OF INTEREST, ASCERTAIN WHETHER THE GRANTEE IS A PUBLIC CHARITY OR GOVERNMENTAL ENTITY, AND MAKE A FINAL RECOMMENDATION TO THE BOARD OR CHIEF EXECUTIVE AS APPROPRIATE. IF AN AWARD IS MADE, THE REPRESENTATIONS MADE IN THE APPLICATION ARE MADE CONTRACTUALLY BINDING AND FUNDING IS RESTRICTED TO THE PURPOSE DESCRIBED IN THE GRANT. SOME SMALLER GRANTS (PRIMARILY EVENT SPONSORSHIPS) DO NOT FOLLOW THE FORMAL APPLICATION PROCESS BUT ARE MONITORED BY HAVING STAFF VERIFY THE PUBLIC CHARITY STATUS OF THE COMPANY HOSTING THE EVENT, HAVING STAFF ATTEND THE EVENT, AND REVIEWING EVENT INFORMATION AND MATERIALS. THE NARBHA INSTITUTE MAY RELY ON THE PUBLIC CHARITY STATUS OF THE GRANTEE TO ENSURE THAT THE GRANT IS CONSISTENT WITH CHARITABLE PURPOSES, OR IT MAY REQUIRE (OR IN THE RARE CASE OF A GRANT TO AN ENTITY WHICH IS NOT A PUBLIC CHARITY OR GOVERNMENTAL UNIT, WILL REQUIRE) REPORTS AND MEASURED OUTCOMES DEMONSTRATING THE USE OF FUNDS CONSISTENT WITH THE NARBHA INSTITUTE'S CHARITABLE PURPOSE AND MISSION. X X X X X 0 0 0 0 0 0 0 1 0 MARY JO GREGORY PRESIDENT & CEO 611684 0 41465 0 44385 0 0 0 28495 0 726029 0 0 0 TERESA BERTSCH TNI VP MEDICAL OPERATIONS 413486 0 0 0 0 0 0 0 55345 0 468831 0 0 0 MICHAEL KUZMIN TNI-CFO 277139 0 0 0 10839 0 0 0 19903 0 307881 0 0 0 NATHAN JONES GENERAL COUNSEL 238744 0 1000 0 9167 0 0 0 19618 0 268529 0 0 0 DEVON FORREST TNI DIRECTOR OF SUPPORT SVCS 239968 0 0 0 9581 0 0 0 8724 0 258273 0 0 0 JON PEREZ VP WNC LIVABLE COMMUNITIES 201981 0 0 0 7787 0 0 0 1352 0 211120 0 0 0 PART I, LINE 3 BASED ON COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, THE COMPENSATION OF THE CEO AND KEY EMPLOYEES WAS REVIEWED AND APPROVED BY THE ORGANIZATION'S GOVERNING BODY, COMPOSED OF INDEPENDENT MEMBERS WITHOUT CONFLICTS. THE CEO'S COMPENSATION IS SET BY CONTRACT AND THE APPROVAL OF THE INDEPENDENT DIRECTORS IS BASED ON THE ADVICE OF INDEPENDENT COMPENSATION CONSULTANTS SPECIFICALLY CONTRACTED TO ENSURE THAT COMPENSATION IS NOT EXCESSIVE. PART I, LINE 7 BONUS PAYMENTS ARE MADE BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B CORPORATE PRACTICES REQUIRE REVIEW OF FORM 990 BY THE PRESIDENT AND VICE-PRESIDENT OF THE BOARD OF DIRECTORS ON BEHALF OF THE BOARD OF DIRECTORS PRIOR TO FILING THE ORGANIZATION'S 990 RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ADOPTED THE IRS MODEL POLICY WHICH PROVIDES FOR ANNUAL DISCLOSURE BY "ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS." THE GENERAL COUNSEL ENSURES ANNUAL COMPLETION OF DISCLOSURES AND ENFORCES THE POLICY, WHICH ENSURES THAT NO INTERESTED PERSON WILL BE INVOLVED IN ANY DISCUSSION OR VOTE ON ANY MATTER ABOUT WHICH THEY HAVE DISCLOSED AN INTEREST. VIOLATIONS OF THE CONFLICTS POLICY MAY RESULT IN SANCTIONS UP TO AND INCLUDING REMOVAL. FORM 990, PART VI, SECTION B, LINE 15 THE NARBHA INSTITUTE HAS ENGAGED THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS FOR BOTH THE CEO AND KEY EMPLOYEES, AND HAS ALSO DONE ORGANIZATION-WIDE COMPENSATION STUDIES. COMPENSATION OF THE CEO IS DETERMINED BY INDEPENDENT DIRECTORS BASED ON SUCH COMPENSATION STUDIES. 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 OTHER FEES: PROGRAM SERVICE EXPENSES 1,595,701. MANAGEMENT AND GENERAL EXPENSES 648,316. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,244,017. WELL NORTH COMMUNITIES LLC 616 N BEAVER STREET FLAGSTAFF AZ 86001 PROPERTY OWNERSHIP AND PROVIDING AFFORDABLE HOUSING AZ 426241 1952877 THE NARBHA INSTITUTE NORTHERN ARIZONA REGIONAL BEHAVIOR HEALTH ALLIANCE LLC 616 N BEAVER STREET FLAGSTAFF AZ 86001 HEALTHCARE AZ 11327119 6764934 THE NARBHA INSTITUTE COCONINO COUNTY SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE 616 N BEAVER STREET FLAGSTAFF AZ 86001 261077054 MICRO-LOANS AZ 501(C)(3) LINE 7 THE NARBHA INSTITUTE 1 THE GUIDANCE CENTER INC 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 BEHAVIORAL HEALTH SERVICES AZ 501(C)(3) LINE 7 THE NARBHA INSTITUTE 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 THE GUIDANCE CENTER B 720019 FMV COCONINO COUNTY SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE B 100000 FMV