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Nonprofiteer
← SOUTHEAST BEHAVIORAL HEALTH GROUP

Form 990 for tax year 2022

Filed by SOUTHEAST BEHAVIORAL HEALTH GROUP.

Totals

Total revenue
$7,626,143
Total expenses
$7,600,419
Contributions and grants received
$213,000
Grants paid
$0
Program service revenue
$7,406,237
Investment income
$686
Other revenue
$6,220
Total assets, end of year
$670,302
Total liabilities, end of year
$44,309
Net assets or fund balances, end of year
$625,993
Program services expenses (Part IX)
$7,600,419
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$7,600,419

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JANIA ARNOLDI

    CEO (FROM 3/2023)

    Total calculated
    $292,543
    From this org
    $0
    From related orgs
    $256,918
    Other
    $35,625
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    not reported + $214,192 related
    Bonus
    not reported + $11,000 related
    Other
    not reported + $31,726 related
    Deferred
    not reported + $10,365 related
    Nontaxable benefits
    not reported + $25,260 related
    Filer's total
    not reported + $292,543 related

  • JOSEPH CARRICA III

    CEO (TO 3/2023)

    Total calculated
    $243,051
    From this org
    $199,964
    From related orgs
    $0
    Other
    $43,087
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $190,972
    Bonus
    $2,250
    Other
    $6,742
    Deferred
    $12,311
    Nontaxable benefits
    $30,776
    Filer's total
    $243,051

  • JAVIER MARTINEZ

    BOARD PRESIDENT(FROM 3/2023)

    Total calculated
    $171,269
    From this org
    $0
    From related orgs
    $149,262
    Other
    $22,007
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    not reported + $114,382 related
    Bonus
    not reported + $11,000 related
    Other
    not reported + $23,880 related
    Deferred
    not reported + $6,170 related
    Nontaxable benefits
    not reported + $15,837 related
    Filer's total
    not reported + $171,269 related

  • KRISTINA DANIELS

    BOARD MEMBER (FROM 3/2023)

    Total calculated
    $156,680
    From this org
    $0
    From related orgs
    $150,283
    Other
    $6,397
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    not reported + $133,762 related
    Bonus
    not reported + $10,500 related
    Other
    not reported + $6,021 related
    Deferred
    not reported + $5,535 related
    Nontaxable benefits
    not reported + $862 related
    Filer's total
    not reported + $156,680 related

  • PAUL SEDILLO to 32023

    EXEC. dIRECT. WELLNESS WORKS

    Total calculated
    $155,852
    From this org
    $116,718
    From related orgs
    $0
    Other
    $39,134
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $108,811
    Bonus
    $3,364
    Other
    $4,543
    Deferred
    $9,734
    Nontaxable benefits
    $29,400
    Filer's total
    $155,852

  • DANIELLE SMITH

    CAO (to 3/2023)

    Total calculated
    $151,183
    From this org
    $113,136
    From related orgs
    $0
    Other
    $38,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,747
    Bonus
    $3,264
    Other
    $125
    Deferred
    $9,583
    Nontaxable benefits
    $28,464
    Filer's total
    $151,183

  • LARRY HELMS

    vICE CHAIR (FROM 3/2023)

    Total calculated
    $150,598
    From this org
    $0
    From related orgs
    $129,857
    Other
    $20,741
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    not reported + $97,117 related
    Bonus
    not reported + $12,500 related
    Other
    not reported + $20,240 related
    Deferred
    not reported + $5,300 related
    Nontaxable benefits
    not reported + $15,441 related
    Filer's total
    not reported + $150,598 related

  • LAURA DIPRINCE

    COO (3/2023)

    Total calculated
    $147,194
    From this org
    $131,063
    From related orgs
    $0
    Other
    $16,131
    Hours/week
    1 + 42 related

  • JENNIFER CARRICA

    CIO (to 3/2023)

    Total calculated
    $144,977
    From this org
    $134,969
    From related orgs
    $0
    Other
    $10,008
    Hours/week
    40

  • DIVENA MORTIMEYER

    CFO (TO 3/2023)

    Total calculated
    $137,250
    From this org
    $120,081
    From related orgs
    $0
    Other
    $17,169
    Hours/week
    40 + 2 related

  • JEAN LARSEN

    CHRO

    Total calculated
    $128,348
    From this org
    $103,049
    From related orgs
    $0
    Other
    $25,299
    Hours/week
    40

  • MARISA ATENCIO

    TREASURER (FROM 3/2023)

    Total calculated
    $124,470
    From this org
    $0
    From related orgs
    $97,810
    Other
    $26,660
    Hours/week
    1 + 43 related

  • REGANA DAVIS

    BOARD MEMBER(FROM 03/2023)

    Total calculated
    $20,990
    From this org
    $0
    From related orgs
    $20,596
    Other
    $394
    Hours/week
    1 + 43 related

  • CAROL NOLL

    PRESIDENT (TO 3/2023)

    Total calculated
    $2,016
    From this org
    $0
    From related orgs
    $2,016
    Other
    $0
    Hours/week
    1 + 3 related

  • DENNIS PEARSON

    SECRETARY (TO 3/2023)

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    1 + 3 related

  • CHRISTINE BULLOCK

    TREASURER (TO 3/2023)

    Total calculated
    $1,250
    From this org
    $0
    From related orgs
    $1,250
    Other
    $0
    Hours/week
    1 + 1 related

  • TREVOR LACOST

    VICE PRESIDENT (TO 3/3023)

    Total calculated
    $1,250
    From this org
    $0
    From related orgs
    $1,250
    Other
    $0
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
THE RELATED ORGANIZATION, VALLEY-WIDE HEALTH SYSTEMS, INC HAS A COMPENSATION POLICY. 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. "

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202430939349300248

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