2024-05-15T14:50:10-05:00 2023-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-07-01 931164505 Wallowa Valley Center for Wellness Inc WALL 5414264524 606 Medical Parkway PO Box 268 Enterprise OR 97828 Chantay Jett Executive Director 5414264524 2024-05-15 1 Chantay Jett 999009999 1 Kim Hunwardsen CPA P00484560 6122536500 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Chantay Jett 606 Medical Parkway PO Box 268 Enterprise OR 97828 11998129 0 X https://www.wvcenterforwellness.org/ X 1995 OR Treatment of mental health and related problems. 7 7 121 8 0 0 6052843 6919412 4307725 4983203 32337 42975 0 52539 10392905 11998129 0 0 0 0 5753107 6861223 0 0 108939 2656054 2502281 8409161 9363504 1983744 2634625 9770757 14702570 1133024 3430212 8637733 11272358 X We facilitate growth and wellness through services and resources that empower personal action. 0 0 3926113 2222595 The Center owns and operates two Residential Treatment Facilities and one Residential Treatment Home in Wallowa County for those that have Severe and Persistent Mental Illness with co-occurring medical conditions serving 31 residents. 3853143 2181286 The Center provides mental health treatment and counseling on an outpatient basis for the residents of Wallowa County serving an average of 700 clients a year and over 12,000 visits. 653653 370037 The Center provides education and treatment for individuals convicted of alcohol or drug related crimes and also provides counseling for alcohol or drug dependency for those who are self-referred or court mandated. 369693 209285 Wallow Valley Center for Wellness provides case management services to individuals with Developmental Disabilities who qualify for services as determined by Oregon Developmental Disabilities Services (ODDS). 369693 209285 8802602 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0 0 0 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 6 0 1 121 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X Tammy Greer 5414264524 606 Medical Parkway PO Box 268 Enterprise OR 97828 Jim Nave Chair 1.00 X X 0 0 0 Theodore Thorne Vice Chair 1.00 X X 0 0 0 Dan Deboie Secretary/Treasurer 1.00 X X 0 0 0 Joel Fish Board Member 1.00 X 0 0 0 Lance Homan Board Member (Until 9/28/22) 1.00 X 0 0 0 Ruthie Mann Board Member 1.00 X 0 0 0 Melyssa Sharp Board Member 1.00 X 0 0 0 Rebecca Nordtvedt Board Member (Beg 1/1/23) 1.00 X 0 0 0 Chantay Jett Executive Director 40.00 X 159217 0 36274 Tammy Greer Chief Financial Officer 40.00 X 147264 0 28487 Kimberly Candrila Human Resource Director 40.00 X 114443 0 21382 Mollie Cudmore Clinical Director 40.00 X 124978 0 11865 Geunia Funches Clinician 40.00 X 109078 0 0 Andrea Moskona Director of Residential Nursing 40.00 X 110019 0 28557 764999 0 126565 6 0 1 0 0 6329043 590369 6919412 Program Service Fees 621990 4851131 4851131 Rental Income 532000 101748 101748 H4H Earnings 532000 26089 26089 Other Program Revenue 621990 4235 4235 4983203 42975 42975 Insurance Proceeds 900099 52539 52539 52539 11998129 4983203 0 95514 397987 342130 55857 5174409 5174409 479626 479626 406562 406562 402639 399801 2838 9609 6530 3079 5526 3783 453 1290 4241 3949 292 69420 68281 1139 807244 483289 323955 76325 75720 605 23062 23062 163746 88898 54878 19970 6122 2902 3220 Service and program 806735 719338 1077 86320 Repairs and maintenance 290082 289673 409 Training 134726 133627 1099 Bad Debt 44292 44292 61151 56730 3062 1359 9363504 8802602 451963 108939 4182797 1228304 0 4035935 29284 26316 794239 1015915 74955 82199 3525425 838646 1231761 2686779 2986528 3010118 433323 381134 37870 2235870 9770757 14702570 397302 644694 63935 53469 39834 45612 602669 425718 29284 2260719 1133024 3430212 X 7785804 10921735 851929 350623 8637733 11272358 9770757 14702570 2634625 0 X 0 1 X 1 1 1 X 2810356 3039208 6349199 6052843 6919412 25171018 3328907 2678489 4082056 4307725 4983203 19380380 6139263 5717697 10431255 10360568 11902615 44551398 3045 3045 1079351 1079351 1082396 1082396 43469002 10641 5149 3237 7555 42975 69557 10641 5149 3237 7555 42975 69557 52539 52539 6149904 5722846 10434492 10368123 11998129 44673494 0.97300 0.99930 0.00160 0.00070 X Schedule A, Part III, Line 12, Explanation of Other Income: Insurance Proceeds - 2022 Amount: $ 52,539. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 295971 295971 1797101 240028 1557073 150254 69141 81113 1050261 529477 520784 231838 231838 2686779 Investment in Hearts for Health, LLC 3010118 C 3010118 Operating lease right-of-use asset 2195553 Resident Deposits 40317 2235870 Payable to Hearts for Health, LLC 26316 Operating lease liability 2234403 2260719 X 11998129 0 11998129 0 11998129 9363504 0 9363504 0 9363504 Part IV, Line 2b: The organization holds cash for individuals enrolled in certain programs. Under the terms of the contracts, the funds are maintained in a separate bank account and expended only for personal expenses on behalf of the individual. Part X, Line 2: Management believes that the entity has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. X 0 0 0 0 0 0 0 0 0 Chantay Jett Executive Director 147889 0 11328 0 0 0 13163 0 23111 0 195491 0 0 0 Tammy Greer Chief Financial Officer 136365 0 10899 0 0 0 12253 0 16234 0 175751 0 0 0 Form 990, Part VI, Section A, line 1a The organization has an Executive Committee with broad authority to act on behalf of the governing body. The committee includes the Executive Director, an appointed officer of the Board and assigned staff, the COO, the CFO, the HR Director, and the Clinical Director. Form 990, Part VI, Section B, line 11b Management prepares information for the tax return. An Independent CPA firm prepares the tax return. The board is sent a draft copy of return to review and Executive Director reviews the completed tax return before filing. Form 990, Part VI, Section B, line 12c The organization has a conflict of interest policy in place for officers, directors, and key employees. All are required to disclose possible conflicts of interest on an annual basis and during the year as new conflicts arise. If a conflict of interest if found to exist, the interested person must state the conflict and then be removed from any further related decisions. Form 990, Part VI, Section B, line 15 The board reviews similar organization salary scales as well as state salary scale for our location to determine compensation for the Executive Director, COO, and CFO. The salary scale for the positions listed above was adjusted in 2021 with COLA adjustments made annually. The board reviews and approves compensations as part of the budget process. Form 990, Part VI, Section C, line 19 Governing documents, policies, and financial statements are not generally made available to the public but are provided upon request. Hearts for Health LLC 103 Hwy 82 Enterprise OR 97828 825412233 Health & Wellness OR Wallowa Valley Center for Wellness Related -1385 4394153 0 1 0.50000 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 Hearts for Health LLC K 294755 Fair Market Value