2025-06-06T10:23:24-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2023-10-01 260446321 SOLARI INC SOLA 6024274603 1275 W WASHINGTON ST 210 TEMPE AZ 85281 JUSTIN CHASE CEO 6024274603 2025-06-05 1 0 SHARLYNN GARZA P02038329 4808394900 2025-06-05 2023 2025-03-06 01:10:19Z JUSTIN CHASE 1275 W WASHINGTON ST 210 TEMPE AZ 85281 65465334 0 X WWW.SOLARI-INC.ORG X 2007 AZ INSPIRING HOPE 10 10 770 13 0 0 22342426 24522681 39494700 40426102 9593 186426 484053 15917 62330772 65151126 443470 80115 0 0 43708475 50177639 0 0 546793 16432984 14252184 60584929 64509938 1745843 641188 24717430 28931882 14144065 17562890 10573365 11368992 X WE KEEP OUR MISSION OF "INSPIRING HOPE" SHORT AND SIMPLE BECAUSE WE BELIEVE IN MAKING A DIFFERENCE IN EVERY WAY WE CAN. WHETHER IT'S BY RUNNING OUR PROGRAMS, PARTNERING WITH OTHERS ON THEIR PROGRAMS, OR PROVIDING CONSULTING AND TECHNOLOGY SERVICES, WE MAKE SERVICES ACCESSIBLE TO THOSE WHO NEED THEM MOST. THAT'S HOW WE EMPOWER PEOPLE TO TRANSFORM FROM HOPE TO HEATH. 0 0 34271298 80115 30063697 CALL CENTER INCLUDES THE FOLLOWING PROGRAM ACTIVITIES: - 24/7/365 CRISIS LINE - TRAINED CRISIS INTERVENTION SPECIALISTS ARE AVAILABLE EVERY DAY OF THE YEAR TO HELP OVER THE PHONE. THE CRISIS LINE IS CONFIDENTIAL AND IS OPEN TO ANYONE WHO NEEDS HELP. THE ORGANIZATION IS THE STATEWIDE PROVIDER IN ARIZONA AS WELL AS OKLAHOMA AND COLORADO. - WARM LINE - A FREE AND CONFIDENTIAL TELEPHONE SERVICE STAFFED BY PEERS WHO HAVE, THEMSELVES, DEALT WITH BEHAVIORAL HEALTH ISSUES. - MOBILE TEAMS - THE ORGANIZATION WORKS WITH LOCAL COMMUNITY PROVIDERS TO DISPATCH MOBILE TEAMS OF TRAINED CRISIS INTERVENTION SPECIALISTS TO CONDUCT FACE-TO-FACE ASSESSMENTS AND INTERVENTION.(CONTINUED ON SCHEDULE O) - CRISIS TRANSPORTATION SERVICES - THE ORGANIZATION WORKS WITH LOCAL COMMUNITY PROVIDERS TO DISPATCH TRANSPORTATION SERVICES. - DEPARTMENT OF CHILD SAFETY (DCS) RAPID RESPONSE AND CRISIS STABILIZATION SERVICES THE ORGANIZATION PROVIDES CRITICAL SUPPORT TO CHILDREN, TEENS AND THEIR CAREGIVERS DURING ONE OF THE MOST DIFFICULT TIMES IN THEIR LIVES. WHEN A YOUTH HAS BEEN REMOVED OR IS AT IMMINENT RISK OF BEING REMOVED FROM THE HOME, THE ORGANIZATION DISPATCHES SPECIALISTS TO MEET WITH THE YOUTH, THEIR CAREGIVER AND, IF NECESSARY, THEIR PLACEMENT HOME TO PROVIDE ON-SITE COUNSELING, ASSESSMENT AND RESOURCE INFORMATION AND CONNECTIONS. - TRAGEDY SUPPORT LINES - THE ORGANIZATION ACTIVATES A TRAGEDY SUPPORT LINE FOR THOSE AFFECTED BY LOCAL AND NATIONAL CRISIS SITUATIONS. THE TRAGEDY SUPPORT LINE NUMBER IS 1-800-203-CARE (2273) AND CAN BE CALLED TOLL-FREE FROM ANYWHERE. - FIRESTRONG AND BULLETPROOF - THE ORGANIZATION IS PROUD TO PARTNER WITH THE 100 CLUB OF ARIZONA, WHO SUPPORTS ALL CITY, COUNTY, STATE, FEDERAL AND TRIBAL PUBLIC SAFETY AGENCIES, FIRE SERVICES, PROBATION, CORRECTIONS, PAROLE AND LAW ENFORCEMENT DEPARTMENTS WHO PROVIDE FOR THE SAFETY OF THE CITIZENS OF ARIZONA. THEY ALSO SUPPORT OFFICERS AND FIREFIGHTERS WHO ARE CALLED TO ACTIVE-DUTY MILITARY WHILE STILL EMPLOYED BY A QUALIFIED PUBLIC SAFETY AGENCY. THE ORGANIZATION SUPPORTS THE 100 CLUB AND ITS MEMBERS BY PROVIDING AN INDEPENDENT, CONFIDENTIAL FIRE SUPPORT CRISIS LINE FOR FIRE PERSONNEL AND THEIR FAMILIES AND AN INDEPENDENT, CONFIDENTIAL LAW ENFORCEMENT SUPPORT CRISIS LINE FOR POLICE SERVICEMEN AND WOMEN AND THEIR FAMILIES. FIRESTRONG - (602) 845-FIRE (3473) - AN INDEPENDENT, CONFIDENTIAL FIRE SUPPORT CRISIS LINE FOR FIRE PERSONNEL AND THEIR FAMILIES. BULLETPROOF - (602) 433-COPS (2677) - AN INDEPENDENT, CONFIDENTIAL LAW ENFORCEMENT SUPPORT CRISIS LINE FOR POLICE SERVICEMEN AND WOMEN AND THEIR FAMILIES. - BACK UP FOR TEEN LIFELINE - TEEN LIFELINE PROVIDES SAFE AND CONFIDENTIAL CRISIS SERVICE WHERE TEENS HELP TEENS MAKE HEALTHY DECISIONS TOGETHER. THE LINE IS STAFFED BY TEENS EVERY DAY FROM 3 - 9 P.M. IF A YOUNG PERSON IS IN CRISIS AND CALLS TEEN LIFELINE BEFORE 3 P.M. OR AFTER 9 P.M., THEIR CALLS ARE ANSWERED BY THE ORGANIZATION. 4751522 7891748 ELIGIBILITY CARE SERVICES INCLUDES THE FOLLOWING PROGRAM ACTIVITIES:- ELIGIBILITY AND CARE SERVICES (SERIOUS MENTAL ILLNESS (SMI) DETERMINATION) - THE ORGANIZATION ADMINISTERS THE SMI DETERMINATION PROGRAM ACROSS ARIZONA BY EVALUATING WHETHER APPLICANTS MEET DIAGNOSTIC AND FUNCTIONAL CRITERIA TO RECEIVE COMPREHENSIVE COMMUNITY BASED MENTAL HEALTH CARE. 11349033 2206164 2-1-1 ARIZONA INCLUDES THE FOLLOWING PROGRAM ACTIVITIES:- 2-1-1 ARIZONA - TRANSFORMS LIVES BY LINKING INDIVIDUALS AND FAMILIES TO VITAL COMMUNITY SERVICES. THROUGHOUT ARIZONA, 2-1-1 FULFILLS SERVICE REQUESTS AND REFERRALS FOR HEALTH AND HUMAN SERVICES THROUGH THEIR CALL CENTER AND WEBSITE. THESE SERVICES INCLUDE CONNECTING CALLERS TO COMMUNITY RESOURCES TO IMPROVE QUALITY OF LIFE AND THEIR SOCIAL DETERMINANTS OF HEALTH, SUCH AS HOUSING SUPPORTS, FOOD RESOURCES, AND UTILITY ASSISTANCE. THESE SERVICES ARE AVAILABLE TO ALL COMMUNITY MEMBERS REGARDLESS OF INSURANCE.- TELEPHONE FOLLOW-UP - TO ENSURE CONTINUITY OF CARE, THE ORGANIZATION PROVIDES PHONE FOLLOW-UP SERVICES TO INDIVIDUALS IDENTIFIED AS NEEDING A FOLLOW-UP CALL. 3600732 318373 HOMELESS MANAGEMENT INFORMATION SYSTEMS (HMIS) - FOR THIS PROGRAM, SOLARI ACTS AS THE CENTRALIZED DATA HUB FOR HOMELESSNESS DATA TRACKING FOR TWO OUT OF THREE ARIZONA CONTINUUMS OF CARE. THE SOLARI HMIS TEAM IS RESPONSIBLE FOR PROCESSING DATA FROM ARIZONA COMMUNITY PARTNERS IN PROVIDING SERVICES TO THE HOMELESS COMMUNITY, WHICH ENABLES SOLARI TO PRODUCE MEANINGFUL DATA FOR FUNDERS AND COMMUNITY PARTNERS.TRAINING - INCLUDES MENTAL HEALTH AWARENESS TRAINING - MHAT TRAINING IS PROVIDED TO THE LOCAL COMMUNITY. THIS TRAINING FOCUSES ON RAISING AWARENESS FOR IDENTIFYING AND RESPONDING TO MENTAL HEALTH NEEDS, DISPELLING MYTHS AND REDUCING STIGMA.BE CONNECTED - FACILITATE AN INTEGRATED SYSTEM OF TECHNOLOGY FOR DIRECT PROGRAM SERVICES AND ONGOING DATA COLLECTION. THE ORGANIZATION ALSO PROVIDES ENHANCED TECHNOLOGICAL CAPABILITIES TO MANAGE INCREASING UTILIZATION OF THE CALL CENTER THROUGH ACCESS TO INTERACTIVE INTELLIGENCE AND COCENTRIX.THE HOUSING AND HEALTH OPPORTUNITIES (H2O)-THE HOUSING AND HEALTH OPPORTUNITIES (H2O) PROGRAM IS A MEDICAID FUNDED SERVICE WHICH PROVIDES SHELTER, CASE MANAGEMENT AND RENTAL ASSISTANCE RESOURCES TO PERSONS EXPERIENCING HOMELESSNESS TO IMPROVE THEIR HEALTH AND HOUSING OUTCOMES. AS THE PROGRAM ADMINISTRATOR, SOLARI OVERSEES THE IMPLEMENTATION AND ADMINISTRATION OF THE H2O PROGRAM WHICH INCLUDES DETERMINING ELIGIBILITY FOR THE PROGRAM, CONTRACTING AND TRAINING HOMELESSNESS SERVICES PROVIDERS AND REPORTING ON THE OUTCOMES OF THE PROGRAM TO STAKEHOLDERS. 3600732 318373 53972585 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 90 0 770 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 6024274603 1275 W WASHINGTON ST 210 TEMPE AZ 85281 ANNA MARIA MALDONADO VICE CHAIR 2.00 X X 0 0 0 TROY LAUTERBACH CHAIR 2.00 X X 0 0 0 HAYLEY WINTERBERG SECRETARY 2.00 X X 0 0 0 TONI PORODA TREASURER 2.00 X X 0 0 0 MIKE HORN CHAIR (THRU JAN, 2024) 2.00 X 0 0 0 APRIL DICKERSON BOARD MEMBER 2.00 X 0 0 0 DENNIS BOURGEOIS BOARD MEMBER 2.00 X 0 0 0 JIM BALMAN BOARD MEMBER 2.00 X 0 0 0 JOSEPHINE JONES BOARD MEMBER 2.00 X 0 0 0 SAUL BLAIR BOARD MEMBER 2.00 X 0 0 0 MIKE SHORE BOARD MEMBER (THRU JAN 2024) 2.00 X 0 0 0 ASHLEY BRIDWELL BOARD MEMBER 2.00 X 0 0 0 JUSTIN NICHOLAS CHASE CHIEF EXECUTIVE OFFICER 40.00 X 385907 0 32359 ANDREW YOUNG ERWIN PRESIDENT 40.00 X 272279 0 23858 THOMAS MARK MATENAER CHIEF FINANCIAL OFFICER 40.00 X 246057 0 9842 MARK DANIEL GRIFFITHS CHIEF INFORMATION OFFICER 40.00 X 237020 0 17098 TARA LEA MORGAN CHIEF ADMINISTRATOR OFFICER 40.00 X 203497 0 12060 MARLO RIVERA CHIEF OF CRISIS SERVICES 40.00 X 195912 0 7010 BETH MARIE BRADY CHIEF BRAND & DEVELOPMENT OFFICER 40.00 X 192640 0 18853 JULIE SHOCKLEY CHIEF OPERATING OFFICER 40.00 X 161636 0 25285 NATHAN MURDOCK HEARNS JR SENIOR DIRECTOR BUSINESS INTELLIGENCE 40.00 X 175068 0 13402 NICHOLAS PAUL DRAPER MANAGER SOFTWARE DEVELOPMENT 40.00 X 154671 0 13495 RYAN EDWARD BAUERLE DIRECTOR IT 40.00 X 154202 0 20242 TYLER ROSENSTEEL SR. DIRECTOR - CSN SPECIALTY PROGRAM 40.00 X 130696 0 22738 TARA NICOLE BINGDAZZO SENIOR DIRECTOR, CSN CORE PROGRAMS 40.00 X 143678 0 12945 2653263 0 229187 41 0 1 0 EMPACT - SUICIDE PREVENTION CENTER INC 618 S MADISON DRIVE TEMPE AZ 85281 CALL CENTER SERVICES FOR OUR AHCCCS CONT 650320 INTERACT STRATEGIES INC 2 PARK AVENUE 20TH FLOOR NEW YORK NY 10016 CALL CENTER TELEPHONE PLATFORM SERVICES 518404 DELTA SECURITY SERVICES LLC 8055 N 24TH AVE SUITE I PHOENIX AZ 85021 SECURITY SERVICES 417873 COMTRANS INC 2336 E MAGNOLIA PHOENIX AZ 85034 TRANSPORTATION TO AHCCCS CONTRACT SERVIC 281220 COPA HEALTH INC 924 N COUNTRY CLUB DR MESA AZ 85201 CALL CENTER SERVICES FOR OUR AHCCCS CONT 256589 11 117833 7174114 17230734 48850 24522681 CALL CENTER 900099 30063697 30063697 ELIGIBILITY CARE SERVICES 900099 7891748 7891748 ARIZONA 211 900099 2206164 2206164 USER FEES 900099 264493 264493 40426102 144065 144065 75000 32639 42361 42361 42361 187850 117833 273386 -85536 -85536 55456 8183 47273 47273 OTHER INCOME 900099 54180 54180 54180 65151126 40480282 0 148163 80115 80115 2261953 124701 2082623 54629 39145666 35549624 3391596 204446 912338 844925 63088 4325 4667790 4080597 559820 27373 3189892 2782431 388487 18974 421268 421268 56250 56250 9753 9753 615772 428261 159756 27755 1499030 937042 383652 178336 181152 87153 92183 1816 5529007 4257447 1256534 15026 2200957 2024285 171807 4865 199993 113619 82433 3941 172091 57549 110711 3831 324234 38362 285872 333144 231296 101848 OTHER OPERATING EXPENSE 1901909 1849729 52180 EMPLOYEE RETENTION 408642 128614 278926 1102 RECRUITING 398982 356835 41773 374 64509938 53972585 9990560 546793 5234284 7856262 500256 500356 75000 7245426 8278688 1524430 2109263 4139615 3998298 498190 141317 901605 1065519 8738239 8980477 24717430 28931882 5307299 7940358 167778 583815 8668988 9038717 14144065 17562890 X 10278393 10725114 294972 643878 10573365 11368992 24717430 28931882 641188 154439 0 X X 0 1 X 1 1 1 X 1541945 3818129 6985735 22524233 24522681 59392723 2202369 30750486 35163271 39796946 40480282 148393354 3744314 34568615 42149006 62321179 65002963 207786077 0 0 0 207786077 49342 284 9680 15608 144065 218979 49342 284 9680 15608 144065 218979 89634 89634 3793656 34568899 42158686 62336787 65236662 208094690 0.99850 0.99920 0.00110 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72615 72615 0 3535627 3450863 84764 531373 474820 56553 141317 DEPOSITS 481581 OPERATING RIGHT OF USE ASSET 8498896 8980477 OPERATING LEASE LIABILITIES 9038717 9038717 X 65528531 154439 154439 65374092 9753 -232719 -222966 65151126 64732904 232719 232719 64500185 9753 9753 64509938 PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAINTY IN INCOME TAXES IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF SEPTEMBER 30, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES GALA 305683 117833 187850 1071 114058 5000 153257 305683 117833 187850 1071 114058 5000 153257 273386 -85536 55456 8183 0 55456 8183 8183 47273 0 0 0 0 0 0 1 EMPACT 618 S MADISON DR TEMPE AZ 85281 742562293 3 80115 0 PROGRAM SUPPORT PART I, LINE 2: SOLARI MONITORS THE PROVIDER AGENCIES THOUGH THEIR REVIEW OF THE MONTHLY COST REIMBURSEMENT REPORTS SUBMITTED BY THE PROVIDERS, ENSURING PROPER FORMATTING, EXPENSES IN LINE WITH BUDGETS AS PER CONTRACTS, PROPER SUPPORTING DOCUMENTATION, AND THAT PAYROLL EXPENSES RELATE TO PAYROLL PER PERSONNEL WHO HAVE RECEIVED THE REQUIRED TRAINING (REQUIRED AS PER AHCCCS) WHICH MEANS THEY ARE LISTED ON THE 'ROSTER'. ALSO, SOLARI HAS A CONTRACT WITH EACH PROVIDER. X X 0 0 0 0 0 0 0 0 0 JUSTIN NICHOLAS CHASE CHIEF EXECUTIVE OFFICER 307307 0 78600 0 0 0 11882 0 20477 0 418266 0 0 0 ANDREW YOUNG ERWIN PRESIDENT 205779 0 66500 0 0 0 11097 0 12761 0 296137 0 0 0 THOMAS MARK MATENAER CHIEF FINANCIAL OFFICER 186057 0 60000 0 0 0 9842 0 0 0 255899 0 0 0 MARK DANIEL GRIFFITHS CHIEF INFORMATION OFFICER 185020 0 52000 0 0 0 9700 0 7398 0 254118 0 0 0 TARA LEA MORGAN CHIEF ADMINISTRATOR OFFICER 148747 0 54750 0 0 0 6007 0 6053 0 215557 0 0 0 BETH MARIE BRADY CHIEF BRAND & DEVELOPMENT OFFICER 138140 0 54500 0 0 0 7965 0 10888 0 211493 0 0 0 MARLO RIVERA CHIEF OF CRISIS SERVICES 142912 0 53000 0 0 0 7010 0 0 0 202922 0 0 0 NATHAN MURDOCK HEARNS JR SENIOR DIRECTOR BUSINESS INTELLIGENC 161652 0 13416 0 0 0 6291 0 7111 0 188470 0 0 0 JULIE SHOCKLEY CHIEF OPERATING OFFICER 126836 0 34800 0 0 0 6601 0 18684 0 186921 0 0 0 RYAN EDWARD BAUERLE DIRECTOR IT 143637 0 10565 0 0 0 6287 0 13955 0 174444 0 0 0 NICHOLAS PAUL DRAPER MANAGER SOFTWARE DEVELOPMENT 139818 0 14853 0 0 0 6384 0 7111 0 168166 0 0 0 TARA NICOLE BINGDAZZO SENIOR DIRECTOR, CSN CORE PROGRAMS 114007 0 29671 0 0 0 5834 0 7111 0 156623 0 0 0 TYLER ROSENSTEEL SR. DIRECTOR - CSN SPECIALTY PROGRAM 101720 0 28976 0 0 0 5981 0 16757 0 153434 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS NEGOTIATED BETWEEN THE BOARD OF DIRECTORS AND THE CEO. CURRENT SALARY AND EXPERIENCE LEVEL ARE COMPARED TO COMPENSATION SURVEY DATA DURING THESE NEGOTIATIONS. ANY CHANGES IN THE CEO'S COMPENSATION REQUIRES APPROVAL FROM THE BOARD OF DIRECTORS. X GOLF CART 1 18000 X MAKEOVER PACKAGE AND COACHING 1 15000 X PRIVATE DINNER 1 6000 X OHSO BREWARY GIFT CARDS 1 5350 X RANDALL HEDDEN PAINTING 2 4500 0 0 0 PART I, COLUMN (B): NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CFO AND CEO WILL REVIEW AND APPROVE THE FORM 990 BEFORE FILING. IT WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS ELECTRONICALLY AND WILL BE REVIEWED AND DISCUSSED AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C AS STATED IN THE ORGANIZATION'S BYLAWS, NO MEMBER OF THE BOARD OF DIRECTORS SHALL PARTICIPATE IN A DISCUSSION OR DECISION OF THE BOARD OF DIRECTORS IN WHICH HE OR SHE HAS A PERSONAL FINANCIAL INTEREST OR A PROFESSIONAL CONFLICT. IT SHALL BE THE RESPONSIBILITY OF EACH BOARD MEMBER TO MAKE SUCH CONFLICTS KNOWN TO THE BOARD. THE MINUTES SHALL CLEARLY REFLECT THESE ACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS NEGOTIATED BETWEEN THE BOARD OF DIRECTORS AND THE CEO. CURRENT SALARY AND EXPERIENCE LEVEL ARE COMPARED TO COMPENSATION SURVEY DATA DURING THESE NEGOTIATIONS. ANY CHANGES IN THE CEO'S COMPENSATION REQUIRES APPROVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION GENERALLY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.