2026-08-10T12:14:06-05:00 2025-09-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-10-01 866037149 THE NARBHA INSTITUTE INC NARB 9282338667 616 N BEAVER STREET FLAGSTAFF AZ 86001 SHAWN NAU CHIEF EXECUTIVE OFFICER 9282338667 2026-08-06 1 1 KRISTEN M BASS P01247587 6022646835 2026-08-06 2024 2025-03-06 01:10:19Z SHAWN NAU 616 N BEAVER STREET FLAGSTAFF AZ 86001 17611757 0 X WWW.NARBHAINSTITUTE.ORG X 1967 AZ MEDICAID MANAGED CARE SUBCONTRACTOR, SUPPORTED HOUSING, BEHAVIORAL CARE VIA AFFILIATE 5 2 12 0 0 0 2419524 1319841 7751583 7170542 992264 1096410 0 -466241 11163371 9120552 8106045 7121281 0 0 2873741 3372540 0 0 0 3549799 4099892 14529585 14593713 -3366214 -5473161 74939498 73101710 1797555 1850018 73141943 71251692 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 4996518 4019743 5616508 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. 3462538 1622265 1375458 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 $1,319,841. 2228273 1445522 -466241 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 MANAGEMENT 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. 916492 178576 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 DISCOUNTED RENTS IS OVER $375,000 PER YEAR EXCLUDING UTILITIES, BASED ON HUD AND SURVEY DATA. 74615 33751 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. 991107 33751 178576 11678436 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 1 0 0 1 42 0 1 12 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 ALLISON BERRY 9282338667 616 N BEAVER STREET FLAGSTAFF AZ 86001 MARY JO GREGORY PRESIDENT & CEO 37.00 3.00 X X 867657 0 29464 VINCENT BERKLEY TREASURER 1.00 X X 54000 0 0 JAMES DYKES DIRECTOR & VP 2.00 0.50 X X 24000 0 0 MICHAEL LOVEN SECRETARY 1.00 X X 18000 0 0 LINDA BUCHANAN DIRECTOR 1.00 0.50 X 8000 0 0 MICHAEL KUZMIN CFO 20.00 20.00 X 379297 0 24581 SHAWN NAU EXECUTIVE VP & COO (BEG. 4.22.24) 40.00 X 272781 0 21262 TERESA BERTSCH CMO 28.00 12.00 X 479493 0 32664 DEVON FORREST VP COMMUNITY SERVICES 4.00 36.00 X 282934 0 0 NATHAN JONES GENERAL COUNSEL 20.00 20.00 X 276277 0 14767 JON PEREZ CHIEF PROGRAM OFFICER 39.00 1.50 X 229026 0 1323 DENISE TAYLOR DIRECTOR OF FINANCIAL OPER 30.00 X 124378 0 18056 3015843 0 142117 9 0 1 0 CHARLTON WILSON HEALTHCARE CONSULTING 2363 E DEL RAE DR FLAGSTAFF AZ 86005 CONSULTING 240000 STRATEGIC HEALTH ADVISORS INC 90 DORNOCH WAY COTO DE CAZA CA 92679 CONSULTING 180000 SIMAXX 4801 GULF BLVD PMB 124 ST PETE BEACH FL 337062409 CONSULTING 149350 3 1319841 1319841 ACO REVENUE 621400 5616508 5616508 HCA CONTRACTS 541610 1075000 1075000 RENTAL INCOME 531110 479034 479034 7170542 1043192 1043192 8544423 8491205 53218 53218 53218 LOSS FROM INV IN TGC 621400 -466241 -466241 -466241 9120552 6704301 0 1096410 X 7121281 7121281 2140561 970917 1169644 928270 727520 200750 180183 124119 56064 123526 83907 39619 43994 43994 771 729 42 47191 40112 7079 230308 230308 1918273 1057091 861182 464834 436118 28716 36807 31286 5521 455520 438617 16903 83710 72475 11235 106131 91937 14194 6655 5657 998 379801 364372 15429 278076 25693 252383 MISCELLANEOUS EXPENSES 34821 29611 5210 DUES & SUBSCRIPTIONS 13000 13000 14593713 11678436 2915277 0 5255586 3763005 1570899 1769919 155448 151921 12720662 6195839 6836396 6524823 42015014 42054577 1928222 2125773 17177933 16711692 74939498 73101710 845512 789452 26774 0 925269 1060566 1797555 1850018 X 72428928 71134727 713015 116965 73141943 71251692 74939498 73101710 -5473161 3582910 0 X 0 1 X 1 0 X 3367373 3805583 2819085 2419524 1319841 13731406 3367373 3805583 2819085 2419524 1319841 13731406 13731406 556494 554930 682631 915615 1043192 3752862 557 557 17484825 38705904 0.78530 0.83530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 557. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 634242 1968602 2602844 9857545 5935566 3921979 260273 260273 0 6524823 INVESTMENT IN THE GUIDANCE CENTER 16711692 16711692 ACO PROVIDERS PAYABLES 1060566 1060566 X 30714888 3582910 17775493 21358403 9356485 230308 -466241 -235933 9120552 32892139 18528734 18528734 14363405 230308 230308 14593713 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, 2025. 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 2024, 2023, AND 2022 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) 33,763. REVENUE FROM THE GUIDANCE CENTER (RELATED ENTITY) 19,462,367. ELIMINATING ENTRIES -1,720,637. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE FROM INVESTMENT IN THE GUIDANCE CENTER -466,241. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE (RELATED ENTITY) 41,714. EXPENSES FROM THE GUIDANCE CENTER (RELATED ENTITY) 20,207,657. ELIMINATING ENTRIES -1,720,637. 1 ADELANTE HEALTHCARE INC 3033 N CENTRAL AVENUE STE 145 PHOENIX AZ 85012 860377821 501(C)(3) 6000 0 PROGRAM SUPPORT AMERICAN CANCER SOCIETY INC PO BOX 81409 PHOENIX AZ 85069 131788491 501(C)(3) 10000 0 PROGRAM SUPPORT ARIZONA HOUSING COALITION 1495 E OSBORN RD PHOENIX AZ 85014 860909029 501(C)(3) 5540 0 PROGRAM SUPPORT ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY PO BOX 2260 TEMPE AZ 852802260 866051042 501(C)(3) 128500 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 CHERISH FAMILIES 13504 S 7530 W HERRIMAN UT 84096 383924073 501(C)(3) 50000 0 PROGRAM SUPPORT CIRCLE THE CITY 300 W CLARENDON AVE SUITE 200 PHOENIX AZ 85013 262420730 501(C)(3) 25000 0 PROGRAM SUPPORT COCONINO COMM COLLEGE FOUNDATION 2800 S LONE TREE ROAD FLAGSTAFF AZ 86005 860717956 501(C)(3) 110500 0 PROGRAM SUPPORT COMMUNITY AWARENESS RESOURCES OF AZ PO BOX 382 ST JOHNS AZ 85936 831628498 501(C)(3) 22500 0 PROGRAM SUPPORT COMMUNITY BRIDGES INC 1855 W BASELINE RD 101 MESA AZ 85202 942880847 501(C)(3) 110764 0 PROGRAM SUPPORT FIRST PLACE AZ 717 E MARYLAND AVE PHOENIX AZ 85014 461722227 501(C)(3) 50000 0 PROGRAM SUPPORT FLAGSTAFF SYMPHONY ASSOCIATION PO BOX 122 FLAGSTAFF AZ 86002 860186038 501(C)(3) 69000 0 PROGRAM SUPPORT FOR INSPIRATION & RECOGNITION OF SCIENCE AND TECHNOLOGY 200 BEDFORD STREET MANCHESTER NH 03101 222990908 501(C)(3) 12000 0 PROGRAM SUPPORT FOR OUR CITY - CHANDLER PO BOX 2065 CHANDLER AZ 85244 872276114 501(C)(3) 10000 0 PROGRAM SUPPORT HOPE LIVES VIVE LA ESPERANZA 1551 WEST VAN BUREN STREET PHOENIX AZ 85007 452300190 501(C)(3) 57128 0 PROGRAM SUPPORT HUSHABYE NURSERY 3003 EAST MCDOWELL ROAD PHOENIX AZ 85008 822737849 501(C)(3) 25000 0 PROGRAM SUPPORT INSTITUTE FOR HEALTHCARE IMPROVEMENT PO BOX 845096 BOSTON MA 022845096 383017223 501(C)(3) 97300 0 PROGRAM SUPPORT LITTLE COLORADO BEHAVIORAL HEALTH CENTERS INC PO BOX 579 ST JOHNS AZ 85936 860250938 501(C)(3) 14937 0 PROGRAM SUPPORT LOCAL INITIATIVES SUPPORT CORPORATION 28 LIBERTY STREET 34TH FLOOR NEW YORK NY 10005 133030229 501(C)(3) 100000 0 PROGRAM SUPPORT MARICOPA COUNTY COMM COLLEGE DISTRICT FOUNDATION 2419 WEST 14TH STREEET TEMPE AZ 852816942 860327449 501(C)(3) 100000 0 PROGRAM SUPPORT NAMI ARIZONA 5025 E WASHINGTON ST PHOENIX AZ 85034 860464872 501(C)(3) 7500 0 PROGRAM SUPPORT NORTHERN ARIZONA UNIVERSITY FOUNDATION PO BOX 4094 FLAGSTAFF AZ 86011 860193726 EXEMPT-GOV 200000 0 PROGRAM SUPPORT OLD TOWN MISSION INC 116 E PINAL STREET COTTONWOOD AZ 86326 860667052 501(C)(3) 6000 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) 40000 0 PROGRAM SUPPORT SEDI 616 N BEAVER STREET FLAGSTAFF AZ 86001 261077054 501(C)(3) 33751 0 PROGRAM SUPPORT SOUTHWEST BEHAVIORAL & HEALTH SERVICES INC 3450 N 3RD STREET PHOENIX AZ 85012 860290033 501(C)(3) 49982 0 PROGRAM SUPPORT SPECTRUM HEALTHCARE GROUP INC 8 EAST COTTONWOOD STREET COTTONWOOD AZ 86326 860207499 501(C)(3) 18195 0 PROGRAM SUPPORT STEPS TO RECOVERY HOMES 637 N MAIN ST STE 1A COTTONWOOD AZ 86326 463225513 501(C)(3) 27000 0 PROGRAM SUPPORT TECHNICAL ASSITANCE PARTNERSHIP 2020 N CENTRAL AVE STE 720 PHOENIX AZ 85004 860975231 501(C)(3) 15000 0 PROGRAM SUPPORT THE GUIDANCE CENTER INC 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 501(C)(3) 865790 589563 FMV THE INSTITUTE PAID WAGES, EMPLOYEE RELATED EXPENSES, AND RENOVATIONS. PROGRAM SUPPORT THE UNIVERSITY OF ARIZONA 888 N EUCLID AVE ROOM 502 TUCSON AZ 85721 742652689 EXEMPT-GOV 82500 0 PROGRAM SUPPORT THESMILEZONE INC PO BOX 11639 CASA GRANDE AZ 85130 932137262 501(C)(3) 7000 0 PROGRAM SUPPORT UNITED WAY OF NORTHERN ARIZ 1515 E CEDAR AVE FLAGSTAFF AZ 86004 860211666 501(C)(3) 100000 0 PROGRAM SUPPORT VICTIM WITNESS SERVICES COCONINO CTY 201 E BIRCH AVE SUITE 4 FLAGSTAFF AZ 86001 860481748 501(C)(3) 10000 0 PROGRAM SUPPORT WEST YAVAPAI GUIDANCE CLINIC INC 3343 N WINDSONG DRIVE PRESCOTT VALLEY AZ 86314 860206928 501(C)(3) 19764 0 PROGRAM SUPPORT YAVAPAI COUNTY SHERIFF 255 EAST GURLEY STREET PRESCOTT AZ 86301 866000561 EXEMPT-GOV 40000 0 PROGRAM SUPPORT CHANGEPOINT INTEGRATED HEALTH 1801 W DEUCE OF CLUBS STE 100 SHOW LOW AZ 85901 860215065 501(C)(3) 392794 0 PROGRAM SUPPORT CHILD & FAMILY SUPPORT SERVICES 10439 S 51ST ST PHOENIX AZ 85044 770601535 501(C)(3) 127142 0 PROGRAM SUPPORT COMMUNITY BRIDGES INC 1855 W BASELINE RD 101 MESA AZ 85202 942880847 501(C)(3) 595465 0 PROGRAM SUPPORT CRISIS PREPARATION & RECOVERY INC 1400 E SOUTHERN AVE SUITE 735 TEMPE AZ 85282 421528589 501(C)(3) 123325 0 PROGRAM SUPPORT EMPACT-SUICIDE PREVENTION CENTER 618 S MADISON DR TEMPE AZ 85281 742562293 501(C)(3) 156739 0 PROGRAM SUPPORT FAMILY INVOLVEMENT CENTER INC 5333 N 7TH STREET STE A100 PHOENIX AZ 85014 710890534 501(C)(3) 16917 0 PROGRAM SUPPORT HELPING OURSELVES PURSUE ENRICHMENT INC 1200 N COUNTRY CLUB RD TUCSON AZ 857163625 860655390 501(C)(3) 16917 0 PROGRAM SUPPORT HOPE LIVES - VIVE LA ESPERANZA 1551 W VAN BUREN STREEET PHOENIX AZ 85007 452300190 501(C)(3) 21917 0 PROGRAM SUPPORT HORIZON HEALTH & WELLNESS INC 625 N PLAZA LANE APACHE JUNCTION AZ 85120 860554593 501(C)(3) 173338 0 PROGRAM SUPPORT JEWISH FAMILY & CHILDREN'S SERVICE INC 4747 NORTH 7TH STREET STE 100 PHOENIX AZ 850143653 860096781 501(C)(3) 170605 0 PROGRAM SUPPORT MENTALLY ILL KIDS IN DISTRESS 7816 N 19TH AVE PHOENIX AZ 85021 860673994 501(C)(3) 16917 0 PROGRAM SUPPORT MOHAVE MENTAL HEALTH CLINIC INC 3707 STOCKTON HILL RD KINGMAN AZ 86409 860214457 501(C)(3) 786753 0 PROGRAM SUPPORT NAZCARE INC 8128 E HIGHWAY 69 201 PRESCOTT VALLEY AZ 86314 050533759 501(C)(3) 16917 0 PROGRAM SUPPORT SOUTHWEST BEHAVIORAL HEALTH SERVICES INC 3450 N 3RD STREEET PHOENIX AZ 85012 860290033 501(C)(3) 561885 0 PROGRAM SUPPORT SPECTRUM HEALTHCARE GROUP INC 8 EAST COTTONWOOD STREET COTTONWOOD AZ 86326 860207499 501(C)(3) 202986 0 PROGRAM SUPPORT TERROS INC 3003 N CENTRAL AVENUE SUITE 400 PHOENIX AZ 85012 860252067 501(C)(3) 201154 0 PROGRAM SUPPORT THE GUIDANCE CENTER 2187 N VICKEY STREET FLAGSTAFF AZ 86004 860223720 501(C)(3) 168305 0 PROGRAM SUPPORT WEST YAVAPAI GUIDANCE CLINIC DBA POLARA 3343 N WINDSONG DRIVE PRESCOTT VALLEY AZ 86314 860206928 501(C)(3) 272458 0 PROGRAM SUPPORT AZ THERAPEUTIC LEARNING CENTER 3620 N 3RD STREET PHOENIX AZ 85012 273409430 501(C)(3) -150000 0 THE NEGATIVE AMOUNT REPORTED REPRESENTS THE REPAYMENT OF A 2023 GRANT PREVIOUSLY AWARDED AND REPORTED ON SCHEDULE I. 55 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 729659 0 109729 0 28269 0 0 0 29464 0 897121 0 0 0 TERESA BERTSCH CMO 461344 0 0 0 18149 0 0 0 32664 0 512157 0 0 0 MICHAEL KUZMIN CFO 364731 0 0 0 14566 0 0 0 24581 0 403878 0 0 0 SHAWN NAU EXECUTIVE VP & COO (BEG. 4.22.24) 262881 0 0 0 9900 0 0 0 21262 0 294043 0 0 0 NATHAN JONES GENERAL COUNSEL 266078 0 0 0 10199 0 0 0 14767 0 291044 0 0 0 DEVON FORREST VP COMMUNITY SERVICES 276537 0 0 0 6397 0 0 0 0 0 282934 0 0 0 JON PEREZ CHIEF PROGRAM OFFICER 221289 0 0 0 7737 0 0 0 1323 0 230349 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 CONSULTANTS: PROGRAM SERVICE EXPENSES 462,366. MANAGEMENT AND GENERAL EXPENSES 326,275. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 788,641. TRANSFORMATIONAL FELLOWS: PROGRAM SERVICE EXPENSES 95,444. MANAGEMENT AND GENERAL EXPENSES 510,552. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 605,996. OTHER OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 200,543. MANAGEMENT AND GENERAL EXPENSES 24,355. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 224,898. WELL BEING COLLABORATIVE: PROGRAM SERVICE EXPENSES 110,138. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,138. COMMUNITY GRAND ROUNDS/PROJECTS: PROGRAM SERVICE EXPENSES 108,008. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,008. TRADITIONAL PRACTITIONERS PROGRAM: PROGRAM SERVICE EXPENSES 80,592. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,592. WELL NORTH COMMUNITIES LLC 616 N BEAVER STREET FLAGSTAFF AZ 86001 PROPERTY OWNERSHIP AND PROVIDING AFFORDABLE HOUSING AZ 555240 1855511 THE NARBHA INSTITUTE NORTHERN ARIZONA REGIONAL BEHAVIOR HEALTH ALLIANCE LLC 616 N BEAVER STREET FLAGSTAFF AZ 86001 HEALTHCARE QUALITY IMPROVEMENT AZ 5622421 2402454 THE NARBHA INSTITUTE WORTHY HEALTH LLC 616 N BEAVER STREET FLAGSTAFF AZ 86001 CONSULTING AZ 0 0 THE NARBHA INSTITUTE COCONINO COUNTY SUSTAINABLE ECONOMIC DEVELOPMENT INITIATIVE 616 N BEAVER STREET FLAGSTAFF AZ 86001 261077054 SUSTAINABLE SCHOOL CURRICULUM AWARDS 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 855960 ACTUAL CASH PAID THE GUIDANCE CENTER O 589563 FMV WAGES PAID AS GRANT EXPENSE