2023-11-15T14:40:15-06:00 2022-12-31 450250958 EIDE BAILLY LLP 5929 FASHION POINT DR STE 300 OGDEN UT 844034684 990 2022-01-01 860673780 ANASAZI FOUNDATION ANAS 4808927403 1424 SOUTH STAPLEY DRIVE MESA AZ 85204 D PAUL SMITH CFO AND BOARD MEMBER 3852160002 2023-11-15 1 D PAUL SMITH 999009999 1 CHETT CAMPBELL CPA P01301037 8016211575 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL MERCHANT 1424 SOUTH STAPLEY DRIVE MESA AZ 85204 4878137 0 1 X WWW.ANASAZI.ORG X 1988 AZ A THERAPEUTIC OUTDOOR BEHAVIORAL TREATMENT HEALTHCARE PROGRAM AND WILDERNESS REHAB FOR ADOLESCENTS. 8 8 107 10 0 0 1357070 1161224 4230489 3660924 1275 6497 -2816 -27039 5586018 4801606 695246 794805 0 0 3241852 3012626 0 0 45516 1220444 1231611 5157542 5039042 428476 -237436 1519967 1228278 683327 629074 836640 599204 X IT IS THE MISSION OF THE ANASAZI FOUNDATION TO PREPARE PARENTS AND CHILDREN TO TURN THEIR HEARTS TO ONE ANOTHER, BEGIN ANEW, AND WALK-IN HARMONY IN THE WILDERNESS OF THE WORLD. 0 0 4820826 794805 3681785 ANASAZI FOUNDATION ENGAGES IN PROVIDING BEHAVIORAL TREATMENT PROGRAMS, PSYCHOLOGICAL COUNSELING AND RELATED SERVICES IN A UNIQUE TREATMENT ENVIRONMENT FOR FAMILIES IN CRISIS THROUGHOUT THE U.S. WHO MAY HAVE EXPERIENCED TREATMENT FAILURE IN OTHER TYPES OF PROGRAMS. THE PROGRAM OFFERS A UNIQUE APPROACH IN DEALING WITH CHILDREN AND THEIR PARENTS TO BREAK THROUGH THE CONFLICTS THAT HAVE CAUSED TROUBLE IN THEIR LIVES. THE TREATMENT PROGRAM COMBINES A WILDERNESS ENVIRONMENT AND SERVICES OF PROFESSIONALS IN A UNIQUE OUTDOOR SURVIVAL EXPERIENCE. THE PROGRAM USES TRAINED PROFESSIONALS IN PSYCHIATRY, PSYCHOLOGY, FAMILY SCIENCES, NURSING AND SOCIAL WORK FOR THE ASSESSMENT, TREATMENT AND EDUCATION OF EMOTIONALLY DISTURBED, DEFIANT, AND CHEMICAL-DEPENDENT ADOLESCENTS. TREATMENT IS SUPERVISED BY A PSYCHIATRIST AND A STAFF NURSE.(CONTINUED) ALL TREATMENT PLANS AND COUNSELORS ARE SUPERVISED USING A CASE MANAGER SYSTEM.ACCOMPLISHMENTS FOR 2022: -BROUGHT EQUIPMENT AND OUTFITTING PURCHASING IN INVENTORY IN-HOUSE -IMPLEMENTED NEW DONOR SOFTWARE -UPGRADED BESTNOTES TO NEWEST VERSION -FINISHED FRATERNIZATION POLICY-SIGNED BY ALL EMPLOYEES -RENEWED ARIZONA DEPARTMENT OF HEALTH SERVICES OFFICE OF BEHAVIORAL HEALTH LICENSURE -ON BUDGET FOR ADMISSIONS AND FUNDRAISING -ADDED MATTIE TO FIELD LEADERSHIP TEAM -NATE MITCHELL RECEIVED HIS LAC CREDENTIALS -IMPROVED SURVEY RESPONSE RATES -SECURED NEW MEDICAL DIRECTOR (DR. BRIGHAM NICOLL PSYCHIATRIST) -TEAM BEGAN 10-WEEK OUTWARD MINDSET ONLINE COURSE -RENEWED AEE ACCREDITATION (PASSED WEEK-LONG ON-SITE AUDIT) -NO SENTINEL EVENTS - ON TRACK (0) -REDUCED INCIDENTS PER 1,000 DAYS TO 10 (FROM 11.7 2021) - ON TRACK (9.5) -AVERAGE RELATIONSHIP SCORES OF 80% FOR PARENTS (71% IN 2021) - ON TRACK (86%) -AVERAGE RELATIONSHIP SCORES OF 85% FOR WALKERS (77% IN 2021) - OFF TRACK (60%) -NET PROMOTOR SCORE OF 90% (AS COMPARED TO 86% 2021) - OFF TRACK (63%) -145 ADMISSIONS (AS COMPARED TO 141 IN 2021) ON TRACK (+3) -$750,000 OR MORE IN DONATIONS WHILE RETAINING 70% OF 2021 DONORS (AS COMPARED TO $680K AND 60% IN 2021) - OFF TRACK (-$84,030) -95% COMPLETION RATE (FROM 95% IN 2021) - OFF TRACK (91%) -SCHOLARSHIPS ISSUED DO NOT EXCEED DONATIONS - ON TRACK ($105,081) -15% OR MORE THIRD-PARTY REIMBURSEMENT (FROM 7% IN 2021) - OFF TRACK (5%) 4820826 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 107 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ X PAUL SMITH 3852160002 1424 SOUTH STAPLEY DRIVE MESA AZ 85204 MICHAEL MERCHANT DIRECTOR / CHAIRMAN / PRES 4.00 X X 34616 0 0 PAUL SMITH CFO / SECRETARY / TREASURE 4.00 X X 0 0 0 STERLING TANNER DIRECTOR 1.00 X 0 0 0 EZEKIEL SANCHEZ DIRECTOR 1.00 X 0 0 0 LES MOORE DIRECTOR 1.00 X 0 0 0 JON MEMMOTT DIRECTOR 1.00 X 0 0 0 RYAN TREFFT DIRECTOR 1.00 X 0 0 0 GAIL WILLIAMSON DIRECTOR 1.00 X 0 0 0 SEAN SMITH CO-EXECUTIVE DIRECTOR 40.00 X 92201 0 13188 NATHAN MITCHELL CO-EXECUTIVE DIRECTOR 40.00 X 87200 0 13188 SEAN ROURKE CHIEF DEVELOPMENT OFFICER 40.00 X 100800 0 8988 314817 0 35364 1 0 0 0 0 179883 981341 1161224 PARTICIPANT REVENUE 900099 3652324 3652324 SEMINARS AND OTHER 900099 8600 8600 3660924 6497 6497 22500 179883 70400 -47900 -47900 26992 6131 20861 20861 4801606 3681785 0 -41403 794805 794805 240392 166928 68194 5270 2377982 2377982 92556 92556 301696 294083 7067 546 11073 11073 39167 39167 68185 68185 34288 34288 54841 54841 146327 146327 14846 9195 5651 57224 57224 43223 43223 137804 137804 VEHICLE EXPENSES 137053 136996 57 PROGRAM SUPPLIES & EXPE 124577 124577 CONTRACT LABOR 59760 59760 FOOD 59154 59154 244089 123731 80658 39700 5039042 4820826 172700 45516 76434 20088 157081 2 440401 378235 3012 2621 130525 149036 1418870 768790 693304 650080 19210 28216 1519967 1228278 125535 288949 295503 340125 262289 683327 629074 X 836640 599204 836640 599204 1519967 1228278 -237436 0 X 0 0 0 X 698780 543186 603416 1357070 1161224 4363676 4291874 4764081 4243858 4238246 3710416 21248475 4990654 5307267 4847274 5595316 4871640 25612151 122000 21000 25000 83843 85000 336843 0 122000 21000 25000 83843 85000 336843 25275308 74 20 72 3664 6496 10326 74 20 72 3664 6496 10326 4990728 5307287 4847346 5598980 4878136 25622477 0.98650 0.98470 0.00040 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 302916 302916 760059 433855 326204 355895 334935 20960 650080 ANNUAL SCHOLARSHIP DINNER 169007 146507 22500 33896 19128 13329 GOLF TOURNAMENTS 33376 33376 4047 202383 179883 22500 33896 19128 17376 70400 -47900 1 SCHOLARSHIPS 107 794805 PART I, LINE 2: SCHOLARSHIP PROCESS: THE COST OF THE PROGRAM IS EXPLAINED TO POTENTIAL APPLICANTS (FAMILIES, GUARDIANS) BY PHONE, IN PERSON AT THE ANASAZI OFFICE OR ON THE WEBSITE. WHEN A FAMILY OR GUARDIAN EXPRESSES INABILITY TO PAY FULL FEE, THEY ARE ASKED TO DOWNLOAD THE SCHOLARSHIP PACKAGE. (SEE ANASAZI.ORG, THEN GO TO SCHOLARSHIP PACKAGE TOWARDS BOTTOM OF FIRST PAGE) NO SCHOLARSHIP ARE ISSUED WITHOUT A SCHOLARSHIP APPLICATION. THE APPLICATION IS REVIEWED BY THE FINANCE DIRECTOR AND ADMISSIONS DIRECTOR. BECAUSE THE SCHOLARSHIP IS FINANCIAL IN NATURE, IT MAY NOT BE SEEN OR REVIEWED BY ANY OF THE CLINICAL STAFF DUE TO HIPPA RESTRICTIONS. IF THE APPLICATION MEETS THE REQUIREMENTS (LACK OF ASSETS, LOW PROVEN INCOME, ETC), THEN THE PACKET IS APPROVED AS TO DOLLAR AMOUNT AND THEN DISCUSSED WITH THE PRESIDENT. THE PRESIDENT THEN GIVES FINAL APPROVAL, AMENDS OR REJECTS THE PROPOSED SCHOLARSHIP. AFTER APPROVAL OR REJECTION, THE FAMILY IS NOTIFIED. SCHOLARSHIP COMMITTEE: SEAN SMITH - FINANCE DIRECTOR VIRGINIA ROBINSON - ADMISSIONS DIRECTOR MICHAEL MERCHANT - PRESIDENT FOREVER YOUNG FOUNDATION SEE SUPPLEMENTAL INFORMATION LOAN X 300500 313462 0 1 0 PAUL SMITH DIRECTOR LOAN X 26663 26663 0 1 0 340125 PART II, LINE A STERLING TANNER IS BOTH THE CHAIRMAN OF THE ANASAZI FOUNDATION AND THE PRESIDENT OF THE FOREVER YOUNG FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 SEAN SMITH AND PAUL SMITH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE TREASURER PRIOR TO FILING. A COPY OF THE COMPLETED FORM 990 IS THEN DISTRIBUTED TO EACH BOARD MEMBER AT THE NEXT SCHEDULED BOARD MEETING. FOR THIS YEAR, THE FORM 990 WILL BE DISTRIBUTED TO THE BOARD MEMBERS ON NOVEMBER 21 WHICH IS THE NEXT UPCOMING BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO REPORT COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD HAS ESTABLISHED A COMPENSATION COMMITTEE WHICH REVIEWS AND APPROVES COMPENSATION FOR OFFICERS ANNUALLY. THE COMPENSATION COMMITTEE UTILIZES COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS OBTAINED THROUGH THE NATIONAL ASSOCIATION OF THERAPEUTIC SCHOOLS AND PROGRAMS (NATSAP) TO ENSURE THAT COMPENSATION LEVELS ARE APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS FORM 990, GOVERNING DOCUMENTS, AND POLICIES ARE PROVIDED TO INTERESTED PARTIES UPON REQUEST.