Nonprofit · EIN 86-6037149
THE NARBHA INSTITUTE
Tax-exempt · FLAGSTAFF, AZ 86001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $9,120,552 | $14,593,713 | -$5,473,161 | $73,101,710 | $1,850,018 | $71,251,692 |
| September 30, 2024 | 990 | $11,163,371 | $14,529,585 | -$3,366,214 | $74,939,498 | $1,797,555 | $73,141,943 |
| September 30, 2023 | 990 | $16,545,896 | $17,267,833 | -$721,937 | $74,468,814 | $5,620,519 | $68,848,295 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,319,841
- of which government grants
- $1,319,841
- Program service revenue
- $7,170,542
- Investment income
- $1,096,410
- Net gain from sales of assets
- $53,218
- Other revenue
- -$466,241
Expenses
- Grants and similar amounts paid
- $7,121,281
- Compensation of officers, directors and key employees
- $2,140,561
- Other salaries and wages
- $928,270
- Salaries, compensation and benefits (total)
- $3,372,540
- Professional fundraising fees
- $0
- Legal fees
- $771
- Accounting fees
- $47,191
- Occupancy
- $455,520
- Travel
- $83,710
- Depreciation
- $379,801
- Program services (functional)
- $11,678,436
- Management and general (functional)
- $2,915,277
Balance sheet and other
- Total assets, start of year
- $74,939,498
- Total assets, end of year
- $73,101,710
- Total liabilities, end of year
- $1,850,018
- Net assets, end of year
- $71,251,692
- Land, buildings and equipment
- $6,524,823
- Publicly traded securities
- $42,054,577
- Net assets without donor restrictions
- $71,134,727
- Net assets with donor restrictions
- $116,965
- Gross receipts
- $17,611,757
- Employees
- 12
- Volunteers
- 0
- Year formed
- 1967
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO Trustee or director, Officer | 37 | $867,657 | $29,464 |
| TERESA BERTSCH | CMO Highest-paid employee | 28 | $479,493 | $32,664 |
| MICHAEL KUZMIN | CFO Officer | 20 | $379,297 | $24,581 |
| SHAWN NAU | EXECUTIVE VP & COO (BEG. 4.22.24) Officer | 40 | $272,781 | $21,262 |
| NATHAN JONES | GENERAL COUNSEL Highest-paid employee | 20 | $276,277 | $14,767 |
| DEVON FORREST | VP COMMUNITY SERVICES Highest-paid employee | 4 | $282,934 | $0 |
| JON PEREZ | CHIEF PROGRAM OFFICER Highest-paid employee | 39 | $229,026 | $1,323 |
| DENISE TAYLOR | DIRECTOR OF FINANCIAL OPER Highest-paid employee | 30 | $124,378 | $18,056 |
| VINCENT BERKLEY | TREASURER Trustee or director, Officer | 1 | $54,000 | $0 |
| JAMES DYKES | DIRECTOR & VP Trustee or director, Officer | 2 | $24,000 | $0 |
| MICHAEL LOVEN | SECRETARY Trustee or director, Officer | 1 | $18,000 | $0 |
| LINDA BUCHANAN | DIRECTOR Trustee or director | 1 | $8,000 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO Trustee or director, Officer | 47 | $792,330 | $30,183 |
| TERESA BERTSCH | TNI VP MEDICAL OPERATIONS Highest-paid employee | 28 | $458,194 | $31,168 |
| MICHAEL KUZMIN | TNI-CFO Officer | 20 | $326,349 | $20,649 |
| DEVON FORREST | TNI DIRECTOR OF SUPPORT SVS Highest-paid employee | 4 | $275,353 | $5,120 |
| NATHAN JONES | GENERAL COUNSEL Highest-paid employee | 20 | $260,721 | $12,729 |
| JON PEREZ | CHIEF PROGRAM OFFICER Highest-paid employee | 38 | $219,727 | $1,352 |
| DENISE TAYLOR | DIRECTOR OF FINANCIAL OPERATIONS Highest-paid employee | 30 | $137,134 | $18,142 |
| VINCENT BERKLEY | TREASURER Trustee or director, Officer | 1 | $50,400 | $0 |
| JAMES DYKES | DIRECTOR & VP 01/2020 Trustee or director, Officer | 2 | $14,400 | $0 |
| MICHAEL LOVEN | SECRETARY Trustee or director, Officer | 1 | $9,600 | $0 |
| CELESTE IRONS | DIRECTOR THRU 8/10/2023 Trustee or director | 1 | $7,200 | $0 |
| LINDA BUCHANAN | DIRECTOR STARTED 4/8/2024 Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY JO GREGORY | PRESIDENT & CEO Trustee or director, Officer | 40 | $697,534 | $28,495 |
| TERESA BERTSCH | TNI VP MEDICAL OPERATIONS Highest-paid employee | 12 | $413,486 | $55,345 |
| MICHAEL KUZMIN | TNI-CFO Officer | 20 | $287,978 | $19,903 |
| NATHAN JONES | GENERAL COUNSEL Highest-paid employee | 20 | $248,911 | $19,618 |
| DEVON FORREST | TNI DIRECTOR OF SUPPORT SVCS Highest-paid employee | 1 | $249,549 | $8,724 |
| JON PEREZ | VP WNC LIVABLE COMMUNITIES Key employee | 40 | $209,768 | $1,352 |
| DENISE TAYLOR | DIRECTOR OF FINANCIAL OPERATIONS Highest-paid employee | 40 | $111,682 | $16,648 |
| LAUREN LAUDER | TNI VP PATIENT SVCS Highest-paid employee | 2 | $102,199 | $15,661 |
| VINCENT BERKLEY | DIRECTOR Trustee or director | 2 | $36,000 | $0 |
| MICHAEL LOVEN | DIRECTOR Trustee or director | 2 | $12,000 | $0 |
| JAMES DYKES | DIRECTOR & VP 01/2020 Trustee or director, Officer | 4 | $0 | $0 |
| CELESTE IRONS | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 616 N BEAVER ST, FLAGSTAFF, AZ 86001-3012
- Principal officer (990 for 2024)
- SHAWN NAU, 616 N BEAVER STREET, FLAGSTAFF, AZ 86001
- Signed the 990
- SHAWN NAU, CHIEF EXECUTIVE OFFICER
- Phone
- (928) 233-8667
- Website
- WWW.NARBHAINSTITUTE.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
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.
Program accomplishments
- 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.Expenses $4,996,518 · grants $4,019,743 · revenue $5,616,508
- 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.Expenses $3,462,538 · grants $1,622,265 · revenue $1,375,458
- 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.Expenses $2,228,273 · grants $1,445,522 · revenue -$466,241
- 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.Expenses $916,492 · revenue $178,576
- 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.Expenses $74,615 · grants $33,751
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 86-6037149
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Social science (V23Z)
- Assets (IRS master file)
- $73,101,710
- Income (IRS master file)
- $17,611,757
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $9,120,552 | $14,593,713 | $73,101,710 | XML |
| 990 | September 2024 | $11,163,371 | $14,529,585 | $74,939,498 | XML |
| 990 | September 2023 | $16,545,896 | $17,267,833 | $74,468,814 | XML |
| 990 | September 2022 | $8,753,201 | $8,765,928 | $66,577,625 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-6037149).
Questions about THE NARBHA INSTITUTE
- What is the EIN of THE NARBHA INSTITUTE?
- The employer identification number (EIN) of THE NARBHA INSTITUTE is 86-6037149.
- Is THE NARBHA INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to THE NARBHA INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE NARBHA INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE NARBHA INSTITUTE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE NARBHA INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of THE NARBHA INSTITUTE?
- The 990 for the year ended September 30, 2025 names SHAWN NAU.
- Who are the officers and directors of THE NARBHA INSTITUTE?
- The 990 for the year ended September 30, 2025 lists 12 people; 12 received compensation from the organization, the highest $867,657 (MARY JO GREGORY, PRESIDENT & CEO).
- How much revenue does THE NARBHA INSTITUTE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $9,120,552, expenses of $14,593,713 and total assets of $73,101,710 at year end.
Other nonprofits in FLAGSTAFF
- FLAGSTAFF MEDICAL CENTER EIN 86-0110232 · last filed 990 for 2025
- NORTHERN ARIZONA HEALTHCARE CORPORATION EIN 74-2410946 · last filed 990 for 2025
- NORTHERN ARIZONA UNIVERSITY FDN INC EIN 86-0193726 · last filed 990 for 2025
- NORTH COUNTRY HEALTHCARE INC EIN 86-0663432 · last filed 990 for 2024
- AMERICAN CONSERVATION EIN 37-1473291 · last filed 990 for 2024
- GUIDANCE CENTER INC EIN 86-0223720 · last filed 990 for 2025
- LOWELL OBSERVATORY EIN 86-0098918 · last filed 990 for 2025
- GRAND CANYON TRUST INC EIN 86-0512633 · last filed 990 for 2025