2024-12-05T09:43:09-06:00 2024-06-30 840930288 BROCK AND COMPANY CPAS PC 4940 PEARL EAST CR SUITE 300 BOULDER CO 80301 990 2023-07-01 840594732 HARMONY FOUNDATION INC HARM 9705864491 1600 FISH HATCHERY RD ESTES PARK CO 80517 SHANE HUDSON CHIEF EXECUTIVE OFFICER 9705864491 2024-12-03 1 0 SID FAHSHOLTZ CPA P00779361 3034442971 2023 2024-10-15 13:58:12Z SHANE HUDSON 1600 FISH HATCHERY RD ESTES PARK CO 80517 9465557 0 X WWW.HARMONYFOUNDATIONINC.COM X 1978 CO TO PROVIDE THE FOUNDATION FOR SUSTAINED RECOVERY FROM THE DISEASE OF DRUG AND ALCOHOL ADDICTION. 8 8 130 14 0 0 2635484 337462 10081116 9126521 -14430 -14734 -18458 -20113 12683712 9429136 245057 228676 0 0 7142118 6501940 0 0 310321 3986111 3761756 11373286 10492372 1310426 -1063236 10019027 9267563 4477403 4789796 5541624 4477767 X TO PROVIDE THE FOUNDATION FOR SUSTAINED RECOVERY FROM THE DISEASE OF DRUG AND ALCOHOL ADDICTION. 0 0 7629011 113874 8802127 ADDICTION TREATMENT:HARMONY FOUNDATION'S PRIMARY PROGRAM PROVIDES QUALITY, YET AFFORDABLE, TREATMENT FOR ADDICTION. ACCREDITED BY CARF (COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES), HARMONY FOUNDATION IS LICENSED BY THE STATE OF COLORADO AS A RESIDENTIAL TREATMENT CENTER AND MEDICAL DETOXIFICATION FACILITY. OUR COMPREHENSIVE PROGRAM IS DESIGNED TO TREAT THE MEDICAL, PHYSICAL, EMOTIONAL, SPIRITUAL, AND PSYCHOSOCIAL ASPECTS OF THE DISEASE OF ADDICTION.SEE SCHEDULE O FOR CONTINUATION.HARMONY FOUNDATION PROVIDES MEDICALLY-ASSISTED DETOXIFICATION INVOLVING 24-HOUR MEDICAL MONITORING, OBSERVATION, AND SUPPORT. ALL CLIENTS ADMITTED TO HARMONY FOUNDATION ARE FIRST ADMITTED TO DETOXIFICATION FOR ASSESSMENT OF NEEDS AND SYMPTOMS OF WITHDRAWAL. MOST CLIENTS TRANSITION INTO RESIDENTIAL TREATMENT AS SOON AS THEIR SYMPTOMS ARE STABLE ENOUGH FOR THEM TO PARTICIPATE IN PROGRAMMING. CLIENTS REQUESTING DETOXIFICATION ONLY ARE PROVIDED WITH INFORMATION ABOUT THEIR CONDITION AS WELL AS REFERRALS FOR ONGOING CARE AS NEEDED. WE BELIEVE OUR RESIDENTIAL PROGRAM OFFERS A STRONG FOUNDATION FOR LONG-TERM RECOVERY. WITH GUIDED HELP AND THROUGH A PROCESS OF ON-GOING CHANGE, OUR CLIENTS FIND THEIR WAY BACK TO THE RESPONSIBLE, PRODUCTIVE, AND CARING INDIVIDUALS THEY KNOW THEMSELVES TO BE. 18000 FAMILY PROGRAM AND AFTERCARE GROUPS:WE PROVIDE A COST-FREE STRUCTURED, INTENSIVE FAMILY PROGRAM ON OUR CAMPUS THAT INCLUDES:- INFORMATION ABOUT THE DISEASE OF ADDICTION- DEVELOPMENT OF RECOVERY SKILLS AND NEW COPING STRATEGIES- EDUCATIONAL LECTURES AND VIDEOS- EFFECTIVE COMMUNICATION SKILLS- INDIVIDUAL AND GROUP FEEDBACK SESSIONS TO REINFORCE THE LEARNING EXPERIENCE- DEVELOPMENT OF A PERSONAL RECOVERY PLAN- INTRODUCTION TO 12-STEP PROGRAMS FOR ON-GOING SUPPORTSEE SCHEDULE O FOR CONTINUATION.HARMONY PROVIDES AFTERCARE FOR INDIVIDUALS COMPLETING OUR TREATMENT PROGRAM. WE BELIEVE THAT IT IS IMPORTANT FOR SUCCESSFUL RECOVERY AND CONTINUED SOBRIETY TO RECEIVE ONGOING SUPPORT, EDUCATION, RELAPSE PREVENTION STRATEGIES, COMMUNITY REINTEGRATION SKILLS AND FELLOWSHIP. FOR THOSE WHO MAY BE NEW TO OR STRUGGLING IN THEIR RECOVERY, HARMONY'S AFTERCARE GROUPS PROVIDE A SUPPORTIVE AVENUE INTO SOBRIETY AND BACK INTO PRIMARY TREATMENT IF THE NEED ARISES. THERE IS NO COST FOR HARMONY'S AFTERCARE GROUPS. 508655 COMMUNITY OUTREACH:THE HARMONY COMMUNITY OUTREACH PROGRAM IS PART OF THE DEVELOPMENT DEPARTMENT. THIS PART OF THE PROGRAM REACHES OUT TO COMMUNITY LEADERS, EDUCATORS, EMPLOYERS, AND PUBLIC INTEREST AND CIVIC ORGANIZATIONS TO EDUCATE AND INFORM THESE INTERESTED PARTIES ABOUT THE DISEASE OF ADDICTION AND HARMONY'S MISSION. THROUGH FORMAL PRESENTATIONS AND ONE-TO-ONE MEETINGS, THE PROGRAM RAISES AWARENESS ON THE SPECIAL PROBLEMS AND CHALLENGES FACED BY INDIVIDUALS SUFFERING FROM THE DISEASE OF ADDICTION. 230724 114802 308086 230724 114802 308086 8386390 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 130 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X THE HARMONY FOUNDATION INC 9705864491 1600 FISH HATCHERY ROAD ESTES PARK CO 80517 X MICHAEL WILLIAMS VICE-CHAIRMAN 1.00 X 0 0 0 PAUL WHITTLE CHAIRMAN 5.00 X 0 0 0 ALAN LITNER SECRETARY 1.00 X 0 0 0 PRICE MARSHALL DIRECTOR 1.00 X 0 0 0 DONALD MACPHERSON DIRECTOR 1.00 X 0 0 0 ELIZABETH DEAN DIRECTOR 2.00 X 0 0 0 CAREN FURBEYRE TREASURER 1.00 X 0 0 0 ERICA MITCHELL DIRECTOR 1.00 X 0 0 0 LISA REICH DIRECTOR 1.00 X 0 0 0 MICHAEL ROUNTREE FORMER SENIOR MEDICAL DIRECTOR 40.00 X 198861 0 0 198861 0 0 3 1 1 0 0 48033 289429 337462 PROGRAM SERVICE FEES 624310 9030803 9030803 OTHER INCOME 624310 95718 95718 9126521 1574 1574 16308 -16308 -16308 -16308 0 48033 20113 -20113 -20113 9429136 9110213 0 -18539 228676 228676 380974 320018 57146 3810 4967064 4172334 745060 49670 53586 45012 8038 536 651621 547362 97743 6516 448695 376904 67304 4487 81979 81979 840030 310390 284524 245116 56537 56537 11501 10006 1495 35362 28290 7072 14249 14249 243167 231009 12158 303125 287969 15156 238120 119060 119060 FOOD COSTS 340892 303394 37498 BAD DEBT EXPENSE 312787 312787 COMPUTER AND SOFTWARE S 246596 202209 44387 UTILITIES 209286 171615 37671 828125 648569 179370 186 10492372 8386390 1795661 310321 X 348841 235898 3270959 3464659 235428 191270 114260 59901 75111 50397 10914925 5663523 5554603 5251402 387880 0 2200 1338 29745 12698 10019027 9267563 860197 730921 2889 55756 3586565 3992924 27752 10195 4477403 4789796 X 5300896 4237039 240728 240728 5541624 4477767 10019027 9267563 -1063236 -621 0 X X 0 1 X 1 0 X 1484983 361865 379261 2635484 337464 5199057 9973364 9506160 9209606 10081116 8897845 47668091 11458347 9868025 9588867 12716600 9235309 52867148 0 0 0 52867148 12918 11361 6634 14481 1574 46968 12918 11361 6634 14481 1574 46968 11471265 9879386 9595501 12731081 9236883 52914116 0.99910 0.99910 0.00090 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87500 87500 8125334 3464202 4661132 711130 639176 71954 1990961 1560145 430816 5251402 OPERATING LEASE LIABLITY 10195 10195 X 9235309 20117 20117 9215192 213944 213944 9429136 10283811 20114 20114 10263697 228675 228675 10492372 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION EXEMPT FROM INCOME TAXES AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE ORGANIZATION UTILIZES THE PROVISIONS OF ASC 740, PERTAINING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PRONOUNCEMENT REQUIRES THE USE OF A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. AN ENTITY SHALL INITIALLY RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE ORGANIZATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. MANAGEMENT HAS EVALUATED THE ADOPTED POLICIES AND PROCEDURES THAT HAVE BEEN IMPLEMENTED TO PROVIDE ASSURANCE THAT INCOME IS PROPERLY CHARACTERIZED AND ACTIVITIES THAT JEOPARDIZE ITS TAX EXEMPT STATUS ARE WITHIN LIMITS ESTABLISHED UNDER EXISTING TAX CODE AND REGULATIONS. MANAGEMENT HAS DETERMINED THE EFFECTS OF UNCERTAIN TAX POSITIONS ARE NOT MATERIAL TO THE ORGANIZATION FOR RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND, ACCORDINGLY, NO INCOME TAX LIABILITY HAS BEEN RECORDED FOR UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 20,114. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHARITABLE CARE SCHOLARSHIPS 228,675. INVESTMENT INCOME 1,574. LOSS ON DISPOSITION OF FIXED ASSETS -16,308. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 20,114. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHARITABLE CARE SCHOLARSHIPS 228,675. GOLF TOURNAMENT 32135 32135 18062 WOMEN'S 5K WALK 15898 15898 2051 48033 48033 20113 20113 -20113 1 SCHOLARSHIPS 38 228676 FMV PROGRAM FEE ASSISTANCE PART I, LINE 2: SCHOLARSHIPS: HARMONY HAS A SCHOLARSHIP COMMITTEE MADE UP OF SEVEN EMPLOYEES REPRESENTING THESE DEPARTMENTS: COUNSELING, CASE MGT, ADMISSIONS, OFFICER LEVEL, PHILANTHROPY, AND FINANCE. POTENTIAL RECIPIENTS WOULD BE CLIENTS WHO HAVE HAD INSURANCE COVERAGE DENIALS, OR OTHER FINANCIAL ISSUES. EACH POTENTIAL RECIPIENT MUST COMPLETE AN APPLICATION AND SUBMIT TO THE COMMITTEE. THERE IS AN EVALUATION PROCESS BY THE COMMITTEE AND SCHOLARSHIPS ARE AWARDED BASED ON THIS PROCESS. SCHOLARSHIPS DO NOT COVER THE ENTIRE COST OF TREATMENT - THE AMOUNT RECEIVED BY EACH CLIENT IS BASED ON FINANCIAL NEED AND PARTICULAR CIRCUMSTANCES. FOR THIS FISCAL YEAR THE AVERAGE PER-RECIPIENT SCHOLARSHIP AMOUNT WAS $6,017. X 1 1 X X 0 0 0 0 0 0 0 0 0 MICHAEL ROUNTREE FORMER SENIOR MEDICAL DIRECTOR 198861 0 0 0 0 0 0 0 0 0 198861 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE, WHO MAKES THE RECOMMENDATION TO THE BOARD OF DIRECTORS TO APPROVE THE FORM 990. AFTER REVIEW AND APPROVAL BY THE FINANCE COMMITTEE, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT THE NEXT REGULAR BOARD MEETING FOR RATIFICATION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS CONFLICTS IN THEIR ENTIRETY, IF ANY, AS THEY ARISE. A STATEMENT OF COMPLIANCE FOR CONFLICTS OF INTEREST IS COMPLETED BY EACH MEMBER OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD EXECUTIVE COMMITTEE, OR A SPECIAL COMMITTEE APPOINTED BY THE BOARD PRESIDENT, SHALL REVIEW COMPENSATION. THIS COMMITTEE SHALL PRESENT ITS RECOMMENDATIONS TO THE ENTIRE BOARD AT A REGULAR OR SPECIAL MEETING. A MAJORITY VOTE OF THE BOARD MEMBERS PRESENT IS REQUIRED. FORM 990, PART VI, SECTION C, LINE 18 HARMONY FOUNDATION RETAINS ITS FORM 990 AND FORM 1023 ON FILE WHICH ARE AVAILABLE UPON REQUEST AND AVAILABLE AT GUIDESTAR.COM. FORM 990, PART VI, SECTION C, LINE 19 HARMONY FOUNDATION RETAINS ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ON FILE WHICH ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.