2024-04-01T15:02:06-05:00 2023-06-30 STOCKMAN KAST RYAN & CO LLP 102 N CASCADE AVENUE SUITE 400 COLORADO SPRINGS CO 80903 990 2022-07-01 742188315 FAMILY GUIDANCE INSTITUTE % JANIA ARNOLDI FAMI 7195895161 128 Market Street Alamosa CO 81101 JANIA ARNOLDI CEO 7195895161 2024-03-30 true JANIA ARNOLDI 999009999 DOREEN B MERZ P00841439 7196301186 2024-03-30 2022 2023-04-26 12:10:37Z X JANIA ARNOLDI 128 Market Street Alamosa CO 81101 2207616 false X WWW.VALLEY-WIDEHEALTH.ORG X 1970 CO Family Guidance Institute owns and leases real and personal property to affiliated exempt organizations for the better management of real and personal property and other resources. 5 0 0 0 0 31000 1028766 969796 1048644 114384 130033 11159 173 1126339 2207616 0 0 0 0 0 0 0 0 0 1068592 1210055 1068592 1210055 57747 997561 8834737 9041052 866319 75073 7968418 8965979 Family Guidance Institute owns and leases real and personal property to affiliated tax exempt organizations for better management of real and personal property and other resources. false false 1210055 0 1048644 Family Guidance Institute owns and leases real and personal property to affiliated tax exempt organizations for better management of real and personal property and other resources. during the fiscal year ending 6-30-2023, Southeast Behavioral Health Group's board of directors and officers expanded to include the officers and board of directors of valley-wide health system. The expansion came from enactment of a Memorandum of Understanding (MOU) between valley-wide health SYSTEMS AND SOUTHEAST MENTAL HEALTH SERVICES (SOUTHEAST). (continued) Southeast operated as a Community Mental Health Center and is affiliated with Southeast Behavioral Health Group, Partnership for Progress, Family Guidance Institute, and Southeast Wellness Works, LLC (collectively, the Health Group). To better serve its communities and to capitalize on available synergies the Boards of Directors of Valley-Wide Health System and the Health Group deemed it to be in the best interest of all parties for Valley-Wide Health System to enter into a transaction with Southeast and its respective affiliates. As a result of the agreement, valley-wide health system became a related entity of the Southeast Behavioral Health Group. 1210055 true true false false false false false false false false true false false true false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 11 0 0 false false false false false false false false false false false false X 5 0 false false false false true true false true true false false true true true true true true false false false CO X JANIA ARNOLDI 7195895161 128 MARKET STREET Alamosa CO 81101 X JANIA ARNOLDI CEO (FROM 3/2023) 1.0 42.0 X 0 256918 35625 JOSEPH CARRICA III CEO (TO 3/2023) 1.0 42.0 X 0 199964 43087 JAVIER MARTINEZ BOARD CHAIR(FROM 3/2023) 1.0 43.0 X X 0 149262 22007 KRISTINA DANIELS BOARD MEMBER (FROM 3/2023) 1.0 43.0 X 0 150283 6097 LARRY HELMS VICE CHAIR (FROM 3/2023) 1.0 43.0 X X 0 129857 20741 DIVENA MORTIMEYER CFO (TO 3/2023) 1.0 42.0 X 0 120081 17169 MARISA ATENCIO SECRETARY (FROM 3/2023) 1.0 43.0 X X 0 97810 26660 REGANA DAVIS BOARD MEMBER (FROM 3/2023) 1.0 43.0 X 0 20596 394 CAROL NOLL PRESIDENT (TO 3/2023) 1.0 3.0 X X 0 2016 0 DENNIS PEARSON SECRETARY (TO 3/2023) 1.0 3.0 X X 0 1500 0 CHRISTINE BULLOCK TREASURER (TO 3/2023) 1.0 2.0 X X 0 1250 0 TREVOR LACOST VICE PRESIDENT (TO 3/2023) 1.0 3.0 X X 0 1250 0 0 1130787 171780 0 false true false indieDwell 217 S 11th Street BOISE ID 83702 Construction Work 309667 1 380784 647982 0 1028766 RENTAL INCOME 531120 1048644 1048644 1048644 3806 3806 0 0 0 0 0 126227 0 126227 126227 126227 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 173 173 173 2207616 1048644 130206 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3735 3735 0 10685 10685 0 0 395470 395470 63772 63772 0 0 8067 8067 0 575533 575533 120736 120736 OPERATIONAL SUPPLIES 32057 32057 1210055 1210055 0 0 1419826 419478 0 0 0 0 326 23708 0 0 0 0 0 0 0 0 65642 31132 13701603 6027941 7147912 7673662 0 0 0 0 0 0 0 0 201031 893072 8834737 9041052 305074 34209 0 0 0 0 0 0 0 0 0 0 561245 40864 0 0 0 0 866319 75073 X 7968418 8965979 0 0 7968418 8965979 8834737 9041052 997561 X X false true X true false X 312852 165305 491261 52000 1028766 2050184 0 0 312852 165305 491261 52000 1028766 2050184 0 2050184 12713 12571 5740 3579 3806 38409 0 0 32774 27728 11159 173 71834 2160427 5024309 0.94897 0.92320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 275852 275852 10823407 5221267 5602139 1400776 806674 594103 1201568 1201568 7673662 INTERENTITY RECEIVABLES 893072 893072 0 0 X Schedule D, Part X, Line 2 The Health System is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of state law. The Health System believes that it does not have any uncertain tax positions that are material to the financial statements. X X true false false false false false false false false JOSEPH CARRICA III CEO (TO 3/2023) 190972 2250 6742 12311 30776 243051 JANIA ARNOLDI CEO (FROM 3/2023) 214192 11000 31726 10365 25260 292543 JAVIER MARTINEZ BOARD CHAIR(FROM 3/2023) 114382 11000 23880 6170 15837 171269 KRISTINA DANIELS BOARD MEMBER (FROM 3/2023) 133762 10500 6021 5535 562 156380 LARRY HELMS VICE CHAIR (FROM 3/2023) 97117 12500 20240 5300 15441 150598 SCHEDULE J, PART I, LINE 3 RELATED ORGANIZATIONS, VALLEY-WIDE HEALTH SYSTEMS, INC, AND SOUTHEAST BEHAVIORAL HEALTH GROUP, HAVE COMPENSATION POLICIES. THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA INCLUDING, BUT LIMITED TO: CCHN, BOFL AND MOUNTAIN STATE EMPLOYEE COMPENSATION SURVEYS. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE CHIEF EXECUTIVE OFFICER IS RESPONSIBLE FOR EVALUATING PAY RATES OF OTHER KEY EMPLOYEES USING THE SAME COMPENSATION STUDIES AND DATA. SCHEDULE J, PART I, LINE 4A AS PART OF THE MERGER OF THE SOUTHEAST HEALTH GROUP AND VALLEY-WIDE HEALTH SYSTEMS, INC., JOSEPH CARRICA, WHO SERVED AS THE CEO AND PRESIDENT OF THE SOUTHEAST HEALTH GROUP TO MARCH 6, 2023, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $97,379. THE SEVERANCE PAYMENT WAS PAID IN MARCH 2023, AND AS SUCH, IS NOT INCLUDED IN THE AMOUNTS REPORTED ON 990 PART VII OR SCHEDULE J, PART II. SCHEDULE J, PART I, LINE 7 VALLEY-WIDE HEALTH SYSTEMS IS A RELATED ORGANIZATION. A BONUS WAS GIVEN TO THE CEO OF VALLEY-WIDE HEALTH SYSTEMS, AT THE DISCRETION OF THE BOARD OF DIRECTORS OF VALLEY-WIDE HEALTH SYSTEMS. FORM 990, PART VI, SECTION A, LINE 6 AND 7A VALLEY-WIDE HEALTH SYSTEM IS THE SOLE MEMBER OF THE FILING ORGANIZATION AND VALLEY-WIDE HEALTH SYSTEM APPOINTS THE BOARD MEMBERS TO SERVE ON THE FILING ORGANIZATION'S BOARD. FORM 990, PART VI, SECTION B, LINE 11 B THE 990 IS REVIEWED AT THE MONTHLY BOARD OF DIRECTORS MEETING PRIOR TO THE SUBMISSION OF THE 990 TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 C ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. ALL MEMBERS OF THE BOARD OF DIRECTORS AND STAFF ARE COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. FORM 9990, PART VI, SECTION B, LINE 15 A & B THE FAMILY GUIDANCE INSTITUTE CURRENTLY DOES NOT HAVE ANY PAID EMPLOYEES OR OFFICERS. IF COMPENSATION WAS TO BE PAID BY THE FILING ORGANIZATION, THE BOARD WOULD REVIEW COMPENSATION INFORMATION ON THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, AND IN COMPARABLE ORGANIZATIONS, UTILIZING SURVEYS CONDUCTED BY THE EMPLOYER'S COUNCIL SERVICES, INC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIES OF ALL GOVERNING DOCUMENTS INCLUDING ITS CONFLICT-OF-INTEREST POLICIES AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITING OR IN PERSON. FORM 990, PART VII, SECTION A DURING THE FISCAL YEAR ENDING 6-30-2023, FAMILY GUIDANCE INSTITUTE'S BOARD OF DIRECTORS AND OFFICERS EXPANDED TO INCLUDE THE OFFICERS AND BOARD OF DIRECTORS OF VALLEY-WIDE HEALTH SYSTEM. THE EXPANSION CAME FROM ENACTMENT OF A MEMORANDUM OF UNDERSTANDING (MOU) BETWEEN VALLEY-WIDE HEALTH SYSTEM AND SOUTHEAST MENTAL HEALTH SERVICES (SOUTHEAST). SOUTHEAST OPERATED AS A COMMUNITY MENTAL HEALTH CENTER AND IS AFFILIATED WITH SOUTHEAST BEHAVIORAL HEALTH GROUP, PARTNERSHIP FOR PROGRESS, FAMILY GUIDANCE INSTITUTE, AND SOUTHEAST WELLNESS WORKS, LLC (COLLECTIVELY, THE HEALTH GROUP). TO BETTER SERVE ITS COMMUNITIES AND TO CAPITALIZE ON AVAILABLE SYNERGIES THE BOARDS OF DIRECTORS OF VALLEY-WIDE HEALTH SYSTEM AND THE HEALTH GROUP DEEMED IT TO BE IN THE BEST INTEREST OF ALL PARTIES FOR VALLEY-WIDE HEALTH SYSTEM TO ENTER INTO A TRANSACTION WITH SOUTHEAST AND ITS RESPECTIVE AFFILIATES. AS A RESULT OF THE AGREEMENT, VALLEY-WIDE HEALTH SYSTEM BECAME A RELATED ENTITY OF THE FAMILY GUIDANCE INSTITUTE. FORM 990, PART XII, LINE 2C AS OF MARCH 2023, THE ORGANIZATION CAME UNDER THE CONTROL OF VALLEY-WIDE HEALTH SYSTEMS, INC. VALLEY-WIDE HEALTH SYSTEMS HAS AN AUDIT COMMITTEE THAT IS TASKED TO OVERSEE THE CONSOLIDATED FINANCIAL STATEMENT AUDIT AND SELECT THE INDEPENDENT AUDITOR. Southeast Mental Health Services 128 MARKET STREET ALAMOSA CO 81101 840519607 Health Svcs CO 501(c)(3) Line 7 VWHS false Partnership for Progress 128 MARKET STREET ALAMOSA CO 81101 571238587 Counseling CO 501(c)(3) Line 7 VWHS false Southeast Behavioral Health Group 128 MARKET STREET ALAMOSA CO 81101 271388543 MGMT SVCS CO 501(c)(3) Line 12b,II VWHS false Valley-Wide Health Systems 128 Market Street Alamosa CO 81101 840706945 Care Center CO 501(c)(3) Line 7 NA false false false true true true false false false false true false false false false false true true true true