Totals
- Total revenue
- $45,419,502
- Total expenses
- $45,982,636
- Contributions and grants received
- $44,569,621
- Grants paid
- $8,033
- Program service revenue
- $746,047
- Investment income
- $20,514
- Other revenue
- $83,320
- Total assets, end of year
- $45,506,759
- Total liabilities, end of year
- $18,116,524
- Net assets or fund balances, end of year
- $27,390,235
- Program services expenses (Part IX)
- $10,959,431
- Management and general expenses
- $34,248,507
- Fundraising expenses
- $774,698
- Program service expenses (Part III)
- $10,959,431
Program services were 23.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$44,120,421
-
1f · All other contributions, gifts and grants
$449,200
-
2a · Program service revenue: OUTPATIENT CLINIC
total $746,047 · related or exempt $746,047
-
3 · Investment income
total $36,240 · excluded $36,240
-
6a · Gross rents
real property $83,320
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $83,320
-
6d · Net rental income or loss
total $83,320 · related or exempt $83,320
-
7b · Less cost or other basis and sales expenses
other assets $15,726
-
7c · Gain or loss
other assets -$15,726
-
7d · Net gain or loss
total -$15,726 · excluded -$15,726
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $8,033 · program services $8,033
-
11a · Fees: management
total $34,664,503 · management and general $33,889,805 · fundraising $774,698
-
11b · Fees: legal
total $358,702 · management and general $358,702
-
11g · Fees: other
total $4,098,824 · program services $4,098,824
-
13 · Office expenses
total $319,474 · program services $319,474
-
14 · Information technology
total $911,452 · program services $911,452
-
16 · Occupancy
total $3,294,941 · program services $3,294,941
-
17 · Travel
total $722,597 · program services $722,597
-
19 · Conferences, conventions and meetings
total $1,305 · program services $1,305
-
20 · Interest
total $50,481 · program services $50,481
-
22 · Depreciation, depletion and amortization
total $514,299 · program services $514,299
-
23 · Insurance
total $619,964 · program services $619,964
-
24a · Other expenses: LICENSES AND FEES
total $327,017 · program services $327,017
-
24b · Other expenses: MEDICAL SUPPLIES
total $83,732 · program services $83,732
-
24c · Other expenses: EQUIPMENT & REPAIRS
total $3,508 · program services $3,508
-
24d · Other expenses: BAD DEBT
total $1,710 · program services $1,710
-
24e · All other expenses
total $2,094 · program services $2,094
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $843,256 · end of year $132,458
-
2 · Savings and temporary cash investments
beginning of year $82 · end of year $26
-
4 · Accounts receivable
beginning of year $4,550,926 · end of year $8,192,759
-
9 · Prepaid expenses and deferred charges
beginning of year $1,628 · end of year $319,192
-
10a · Land, buildings and equipment: cost or other basis
$7,812,535
-
10b · Land, buildings and equipment: accumulated depreciation
$4,750,825
-
10c · Land, buildings and equipment, net
beginning of year $3,071,752 · end of year $3,061,710
-
13 · Investments: program-related
beginning of year $134,071 · end of year $134,071
-
15 · Other assets
beginning of year $24,647,390 · end of year $33,666,543
-
17 · Accounts payable and accrued expenses
beginning of year $195,386 · end of year $5,961,714
-
19 · Deferred revenue
beginning of year $2,396 · end of year $2,396
-
21 · Escrow or custodial account liability
beginning of year $1,000 · end of year $1,000
-
23 · Secured mortgages and notes payable
beginning of year $960,000 · end of year $960,000
-
25 · Other liabilities
beginning of year $4,076,100 · end of year $11,191,414
-
27 · Net assets without donor restrictions
beginning of year $28,014,223 · end of year $27,390,235
Mission and programs · 2024
Mission
SEE SCHEDULE O
Activities or mission (Part I)
COPA HEALTH IS A 501(C)(3) NONPROFIT ORGANIZATION DEDICATED TO INSPIRING HEALTH, HOPE, AND HAPPINESS THROUGH HIGH-QUALITY, INTEGRATED SERVICES FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES. COPA PROVIDES A THREE-PILLAR CONTINUUM OF CARE, HOUSING, HEALTHCARE, AND EMPLOYMENT, DESIGNED TO MEET THE COMPLEX NEEDS OF INDIVIDUALS FACING INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD), SERIOUS MENTAL ILLNESS, SUBSTANCE USE DISORDERS, AND HOMELESSNESS.
-
PARTNERS IN RECOVERY (PIR) OPERATES A NETWORK OF LICENSED OUTPATIENT CLINICS SERVING DIVERSE COMMUNITIES ACROSS ARIZONA. IN THE PAST YEAR, PIR PROVIDED INTEGRATED BEHAVIORAL HEALTH SERVICES TO OVER 10,000 INDIVIDUALS, REFLECTING A 15% GROWTH RATE. PIR DELIVERS INDIVIDUALLY TAILORED SERVICES TO SUPPORT SELF-SUFFICIENCY, REDUCE INSTITUTIONALIZATION, ENHANCE ACCESS TO HEALTHCARE, AND HELP INDIVIDUALS ACHIEVE PERSONAL GOALS DESPITE THE CHALLENGES OF SERIOUS MENTAL ILLNESS (SMI). SERVICES INCLUDE PSYCHIATRIC CARE AND MEDICATION MANAGEMENT, INTEGRATED PRIMARY HEALTHCARE, SUPPORTED EMPLOYMENT AND VOCATIONAL TRAINING, INDEPENDENT LIVING SKILLS DEVELOPMENT, (CONTINUED IN SCHEDULE O)WELLNESS PROGRAMS AND PEER/FAMILY SUPPORT, AND COUNSELING AND SOCIAL/EDUCATIONAL SERVICES TO REDUCE ISOLATION AND PROMOTE WELL-BEING.
Expenses $10,959,431 · Grants $8,033 · Revenue $829,367
-
A DEDICATED TEAM OF LICENSED BEHAVIORAL HEALTH PROFESSIONALS PROVIDES INDIVIDUAL AND GROUP THERAPY USING EVIDENCE-BASED PRACTICES SUCH AS EMDR, DBT, CET, AND ABA TARGETING TRAUMA, ANXIETY, DEPRESSION, AND BEHAVIORAL CHALLENGES.PIR OPERATES FIVE ACT TEAMS, INCLUDING THE PIR MEDICAL ACT TEAM, A SPECIALIZED UNIT INTEGRATING PRIMARY CARE, WHICH IS UNIQUE IN ARIZONA. ACT TEAMS SERVE INDIVIDUALS AT HIGH RISK OF HOSPITALIZATION OR DISENGAGEMENT FROM TRADITIONAL CARE MODELS.(CONTINUED IN SCHEDULE O)IN FISCAL YEAR 2024-2025, PIR EARNED VALUE-BASED INCENTIVES FROM ITS PRIMARY PAYER BY ACHIEVING KEY OUTCOMES: IMPROVED ADHERENCE TO ANTIPSYCHOTIC MEDICATION, INCREASED FOLLOW-UP WITHIN SEVEN BUSINESS DAYS AFTER ED VISITS, AND TIMELY INITIATION OF PRENATAL CARE. PIR ALSO MET 100% OF THE INTEGRATED CARE QUALITY MILESTONES UNDER THE STATE'S TARGETED INVESTMENT PROGRAM.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sharareh Najafi-PiperSHARAREH NAJAFI-PIPER
CEO
- Total calculated
- $679,710
- From this org
- $0
- From related orgs
- $654,411
- Other
- $25,299
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $400,000 related
- Bonus
- $0 + $243,892 related
- Other
- $0 + $10,519 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $25,299 related
- Filer's total
- $0 + $679,710 related
-
Darwyn ChernDARWYN CHERN
CMO
- Total calculated
- $347,853
- From this org
- $0
- From related orgs
- $329,685
- Other
- $18,168
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $297,052 related
- Bonus
- $0 + $25,712 related
- Other
- $0 + $6,921 related
- Deferred
- $0 + $8,750 related
- Nontaxable benefits
- $0 + $9,418 related
- Filer's total
- $0 + $347,853 related
-
Martin QuintanaMARTIN QUINTANA
CFO (THROUGH JANUARY 2025)
- Total calculated
- $331,641
- From this org
- $0
- From related orgs
- $297,290
- Other
- $34,351
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $275,000 related
- Bonus
- $0 + $20,000 related
- Other
- $0 + $2,290 related
- Deferred
- $0 + $14,603 related
- Nontaxable benefits
- $0 + $19,748 related
- Filer's total
- $0 + $331,641 related
-
Stacey GarnerSTACEY GARNER
CHIEF OF STAFF
- Total calculated
- $250,999
- From this org
- $0
- From related orgs
- $238,869
- Other
- $12,130
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $195,000 related
- Bonus
- $0 + $40,000 related
- Other
- $0 + $3,869 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $12,130 related
- Filer's total
- $0 + $250,999 related
-
Dan Hixon Chif Of InformationDAN HIXON CHIF OF INFORMATION
& DIGITAL OFFICER (THROUGH MAY 2025)
- Total calculated
- $239,110
- From this org
- $0
- From related orgs
- $224,713
- Other
- $14,397
- Hours/week
- 16.7 + 33.3 related
Schedule J breakdown matched by us
- Base
- $0 + $190,000 related
- Bonus
- $0 + $30,000 related
- Other
- $0 + $4,713 related
- Deferred
- $0 + $6,007 related
- Nontaxable benefits
- $0 + $8,390 related
- Filer's total
- $0 + $239,110 related
-
Michaela StattMICHAELA STATT
VP, OUTPATIENT SERVICES
- Total calculated
- $233,333
- From this org
- $0
- From related orgs
- $227,271
- Other
- $6,062
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $202,000 related
- Bonus
- $0 + $20,000 related
- Other
- $0 + $5,271 related
- Deferred
- $0 + $6,002 related
- Nontaxable benefits
- $0 + $60 related
- Filer's total
- $0 + $233,333 related
-
Latrice HickmanLATRICE HICKMAN
CHIEF OF RISK & COMPLIANCE
- Total calculated
- $215,333
- From this org
- $0
- From related orgs
- $195,842
- Other
- $19,491
- Hours/week
- 16.7 + 33.3 related
Schedule J breakdown matched by us
- Base
- $0 + $160,000 related
- Bonus
- $0 + $35,000 related
- Other
- $0 + $842 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $19,491 related
- Filer's total
- $0 + $215,333 related
-
Rita MartinezRITA MARTINEZ
CHIEF OF H.R.
- Total calculated
- $195,280
- From this org
- $0
- From related orgs
- $185,891
- Other
- $9,389
- Hours/week
- 16.7 + 33.3 related
Schedule J breakdown matched by us
- Base
- $0 + $137,308 related
- Bonus
- $0 + $45,000 related
- Other
- $0 + $3,583 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $9,389 related
- Filer's total
- $0 + $195,280 related
-
Brett BehanBRETT BEHAN
VP, HOUSING & CSS
- Total calculated
- $186,560
- From this org
- $0
- From related orgs
- $185,876
- Other
- $684
- Hours/week
- 16.7 + 33.3 related
Schedule J breakdown matched by us
- Base
- $0 + $127,083 related
- Bonus
- $0 + $50,000 related
- Other
- $0 + $8,793 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $684 related
- Filer's total
- $0 + $186,560 related
-
Joe KeeperJOE KEEPER
CFO (AS OF APRIL 2025)
- Total calculated
- $64,668
- From this org
- $0
- From related orgs
- $60,628
- Other
- $4,040
- Hours/week
- 10 + 40 related
-
David DayDAVID DAY
CHAIR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 0.25 + 3.75 related
-
Holly WilliamsHOLLY WILLIAMS
VICE CHAIR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 0.25 + 3.75 related
-
Don Fowls MDDON FOWLS MD
SECRETARY
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 0.25 + 3.75 related
-
Brian KotsurBRIAN KOTSUR
DIRECTOR (THROUGH NOVEMBER 2024)
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 0.25 + 3.75 related
-
Brian MiddletonBRIAN MIDDLETON
DIRECTOR (THROUGH NOVEMBER 2024)
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 0.25 + 3.75 related
-
Tom SimplotTOM SIMPLOT
DIRECTOR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 0.25 + 3.75 related
-
Jon Scott WilliamsJON SCOTT WILLIAMS
DIRECTOR
- Total calculated
- $15,000
- From this org
- $0
- From related orgs
- $15,000
- Other
- $0
- Hours/week
- 0.25 + 3.75 related
-
Craig CardonCRAIG CARDON
TREASURER
- Total calculated
- $0
- Hours/week
- 0.25 + 3.75 related
-
Abraham BartonABRAHAM BARTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3.75 related
-
Patrick CardonPATRICK CARDON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3.75 related
-
Wilford CardonWILFORD CARDON
DIRECTOR (THROUGH JUNE 2025)
- Total calculated
- $0
- Hours/week
- 0.25 + 3.75 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 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)
- PART I, LINE 3
- THE CEO'S COMPENSATION IS DETERMINED BY COPA HEALTH, A RELATED ORGANIZATION. THE FOLLOWING WERE USED BY COPA HEALTH IN DETERMINING THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. FORM 990 OF OTHER ORGANIZATIONS 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
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
-
GENERAL OPERATING SUPPORT
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.
-
501(C)(3) · SERVES MENTALLY ILL AND I/DD POPULATIONS · AZ
Directly controlled by COPA HEALTH
-
501(C)(3) · SUPPORT AND PROGRAMMATIC RESOURCES · AZ
-
501(C)(3) · PLANNED GIVING · AZ
Directly controlled by COPA HEALTH
-
VILLAGES AT OASIS PARK PHASE I
501(C)(3) · SPECIAL NEEDS HOUSING · AZ
Directly controlled by COPA HEALTH
-
VILLAGES AT OASIS PARK PHASE II
501(C)(3) · SPECIAL NEEDS HOUSING · AZ
Directly controlled by COPA HEALTH
-
501(C)(3) · ASSIST WITH GOVERNMENT BENEFITS · AZ
Directly controlled by COPA HEALTH
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.
-
PIR METRO CLINIC HOLDINGS LLC
AFFORDABLE HOUSING · AZ · income $779,685 · assets $9,445,595
Directly controlled by PARTNERS IN RECOVERY LLC
-
AFFORDABLE HOUSING · AZ · income $0 · assets $0
Directly controlled by PARTNERS IN RECOVERY LLC
-
AFFORDABLE HOUSING · AZ · income $0 · assets $0
Directly controlled by PARTNERS IN RECOVERY LLC
-
AFFORDABLE HOUSING · AZ · income $0 · assets $0
Directly controlled by PARTNERS IN RECOVERY LLC
-
AFFORDABLE HOUSING · AZ · income $0 · assets $0
Directly controlled by PARTNERS IN RECOVERY LLC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
LA VICTORIA COMMONS LP
LIHTC HOUSING COMMUNITY · AZ
-
LA VICTORIA COMMONS 4 LIHTC LP
LIHTC HOUSING COMMUNITY · AZ
-
LIHTC HOUSING COMMUNITY · AZ
-
120 N BEVERLY LP
LIHTC HOUSING COMMUNITY · AZ
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
TECMARC INC
C · PROPERTY MANAGEMENT · AZ
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202602299349302010
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