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← CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS

Form 990 for tax year 2023

Filed by CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS.

Totals

Total revenue
$34,344,430
Total expenses
$26,950,734
Contributions and grants received
$10,030,113
Grants paid
$36,200
Program service revenue
$24,133,993
Investment income
$165,317
Other revenue
$15,007
Total assets, end of year
$18,592,515
Total liabilities, end of year
$5,003,205
Net assets or fund balances, end of year
$13,589,310
Program services expenses (Part IX)
$24,518,131
Management and general expenses
$2,432,603
Fundraising expenses
$0
Program service expenses (Part III)
$24,518,131

Program services were 91.0% 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)

    $9,551,233

  • 1f · All other contributions, gifts and grants

    $478,880

  • 2a · Program service revenue: CONTRACT REVENUE

    total $22,951,111 · related or exempt $22,951,111

  • 2b · Program service revenue: CONFERENCES AND WORKSHOPS

    total $924,805 · related or exempt $924,805

  • 2c · Program service revenue: AGENCY FEES

    total $258,077 · related or exempt $258,077

  • 3 · Investment income

    total $129,263 · excluded $129,263

  • 7a · Gross sales of assets other than inventory

    securities $1,589,247

  • 7b · Less cost or other basis and sales expenses

    securities $1,553,193

  • 7c · Gain or loss

    securities $36,054

  • 7d · Net gain or loss

    total $36,054 · excluded $36,054

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $15,007 · related or exempt $15,007

  • 11e · Other revenue, total

    $15,007

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $36,200 · program services $36,200

  • 5 · Compensation of officers, directors and key employees

    total $728,448 · program services $400,646 · management and general $327,802

  • 7 · Other salaries and wages

    total $2,705,508 · program services $1,488,029 · management and general $1,217,479

  • 9 · Other employee benefits

    total $307,192 · program services $168,956 · management and general $138,236

  • 10 · Payroll taxes

    total $266,359 · program services $146,497 · management and general $119,862

  • 11b · Fees: legal

    total $77,816 · program services $77,038 · management and general $778

  • 11c · Fees: accounting

    total $55,179 · program services $54,627 · management and general $552

  • 11f · Fees: investment management

    total $15,054 · management and general $15,054

  • 11g · Fees: other

    total $66,222 · program services $65,560 · management and general $662

  • 12 · Advertising and promotion

    total $8,117 · program services $3,977 · management and general $4,140

  • 13 · Office expenses

    total $65,641 · program services $56,400 · management and general $9,241

  • 14 · Information technology

    total $111,676 · program services $52,394 · management and general $59,282

  • 16 · Occupancy

    total $192,790 · program services $94,638 · management and general $98,152

  • 17 · Travel

    total $93,201 · program services $91,368 · management and general $1,833

  • 19 · Conferences, conventions and meetings

    total $162,492 · program services $79,621 · management and general $82,871

  • 22 · Depreciation, depletion and amortization

    total $61,504 · program services $33,616 · management and general $27,888

  • 23 · Insurance

    total $49,533 · program services $27,073 · management and general $22,460

  • 24a · Other expenses: CONSULTING FEES

    total $21,605,573 · program services $21,389,517 · management and general $216,056

  • 24b · Other expenses: STIPENDS

    total $150,211 · program services $150,211

  • 24c · Other expenses: TELECOMMUNICATIONS

    total $84,330 · program services $41,929 · management and general $42,401

  • 24d · Other expenses: MEMBERSHIP FEES

    total $41,448 · program services $20,310 · management and general $21,138

  • 24e · All other expenses

    total $66,240 · program services $39,524 · management and general $26,716

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,734,348 · end of year $577,167

  • 2 · Savings and temporary cash investments

    beginning of year $496,191 · end of year $7,628,747

  • 4 · Accounts receivable

    beginning of year $2,949,321 · end of year $6,169,464

  • 9 · Prepaid expenses and deferred charges

    beginning of year $93,651 · end of year $134,400

  • 10a · Land, buildings and equipment: cost or other basis

    $448,391

  • 10b · Land, buildings and equipment: accumulated depreciation

    $335,775

  • 10c · Land, buildings and equipment, net

    beginning of year $74,025 · end of year $112,616

  • 11 · Investments: publicly traded securities

    beginning of year $2,945,189 · end of year $3,211,625

  • 15 · Other assets

    beginning of year $893,786 · end of year $758,496

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,816,965 · end of year $3,731,611

  • 19 · Deferred revenue

    beginning of year $35,790 · end of year $164,218

  • 21 · Escrow or custodial account liability

    end of year $71,065

  • 25 · Other liabilities

    beginning of year $1,281,778 · end of year $1,036,311

  • 27 · Net assets without donor restrictions

    beginning of year $6,051,978 · end of year $13,589,310

Mission and programs · 2023

Mission

CIBHS IS DEDICATED TO IMPROVING THE LIVES OF PEOPLE WITH BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER CHALLENGES THROUGH HELPING HEALTH PROFESSIONALS, HEALTH ORGANIZATIONS, AND PURCHASERS OF HEALTH SERVICES.

Activities or mission (Part I)

CIBHS IS A BEHAVIORAL HEALTH CONSULTING ORGANIZATION SPECIALIZING IN SYSTEMS AND PRACTICE IMPROVEMENT STRATEGIES DELIVERED TO ITS CLIENTS THROUGH TARGETED TRAINING AND TECHNICAL ASSISTANCE.

  • EVALUATION: CIBHS EVALUATION SERVICES INCLUDE A VARIETY OF EVALUATION SERVICES FOR MENTAL HEALTH PLANS AND CBO'S IN CALIFORNIA, FROM CONDUCTING BASIC RESEARCH TO TRACKING CLIENT BASED OUTCOMES IN REGARDS TO EFFECTIVENESS OF CLINICAL PRACTICE.EVIDENCE BASED PRACTICES: CIBHS EVIDENCE-BASED PRACTICES SERVICES INCLUDES TRAINING FOR BEHAVIORAL HEALTH ENTITIES IN A VARIETY OF EVIDENCE-BASED PRACTICES, AND SUPPORTS THE CONTINUED EFFECTIVE DELIVERY OF THESE SERVICES IN CALIFORNIA. METHODS OF SUPPORT INCLUDE CLINICAL COACHING AND CONSULTATION, ADMINISTRATIVE CONSULTATION AND STRATEGY SUPPORT, AND OUTCOME AND EVALUATION SUPPORT.

    Expenses $24,518,131 · Grants $36,200 · Revenue $24,149,000

  • HEALTH EQUITY:CIBHS PROVIDES SERVICES TO CALIFORNIA COUNTIES, THE DEPARTMENT OF HEALTH CARE SERVICES AND HEALTHCARE ENTITIES DESIGNED TO FACILITATE MORE EQUITABLE, CULTURALLY RELEVANT AND ACCESSIBLE BEHAVIORAL HEALTH SERVICES TO ALL THE CITIZENS OF CALIFORNIA IN NEED OF EFFECTIVE, RELEVANT BEHAVIORAL HEALTH TREATMENT, ESPECIALLY ITS MOST VULNERABLE AND UNDERSERVED.HEALTH CARE REFORM:CIBHS PROVIDES TRANSLATION OF POLICY TO PRACTICE SOLUTIONS FOR BEHAVIORAL HEALTH ENTITIES SEEKING TO OPERATIONALIZE KEY SERVICE DELIVERY PRIORITIES REQUIRED DUE TO THE AFFORDABLE CARE ACT. THESE INCLUDE TRAINING AND IMPLEMENTATION ON CLINICAL PRACTICES THAT FACILITATE INTEGRATED CARE.

  • SUD: CIBHS IS A KEY PARTNER WITH THE CALIFORNIA DHCS IN ASSISTING CALIFORNIA COUNTIES WITH IMPLEMENTING THE COMPONENTS OF THE DRUG MEDICAL WAIVER, IN ADDITION TO PROVIDING ONGOING TRAINING AND TECHNICAL ASSISTANCE TO A RANGE OF COMMUNITY BASED SUD PROVIDERS.WORKFORCE: THE WORKFORCE SERVICES PROVIDED BY CIBHS HELPS CALIFORNIA COUNTIES PREPARE BEHAVIORAL HEALTH DEPARTMENT STAFF TO ACQUIRE THE SKILLS, EDUCATION AND TOOLS NEEDED TO ADAPT TO THE EVER-CHANGING DEMANDS OF WORKING IN THE PUBLIC BEHAVIORAL HEALTH SYSTEM IN CALIFORNIA.CONFERENCES AND TRAININGS: CIBHS PROVIDES A WIDE RANGE OF CONFERENCES AND TRAININGS FOR THE PURPOSE OF BEHAVIORAL HEALTH INFORMATION SHARING AMONG MENTAL HEALTH CONSUMERS, PROFESSIONALS, AND GOVERNMENT OFFICIALS.SPECIAL PROJECTS AND OTHER: VARIOUS ONE TIME PROJECTS AND PROJECTS WHERE FUNDING MAY NOT BE AVAILABLE FROM EXTERNAL RESOURCES.

  • CYBHI: CIBHS IS A KEY PARTNER WITH THE CALIFORNIA DHCS BY ADMINISTERING THE CYBHI EVIDENCE-BASED PRACTICES AND COMMUNITY-DEFINED EVIDENCE PRACTICES (EBP/CDEP) GRANT PROGRAM, IN ADDITION TO PROVIDING SPECIALIZED TRAINING AND TECHNICAL ASSISTANCE TO POTENTIAL APPLICANTS AND GRANTEES, AND PROVIDING SUPPORT FOR DHCS' PUBLIC STAKEHOLDER ENGAGEMENT ACTIVITIES.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Albert Senella

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • Marvin Southard Csd

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • Sandra Fair

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • Alice Gleghorn PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Daphine Shaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Edwin Poon PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Mary Hale

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Michelle Doty Cabrera

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Mark Bontrager

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Percy Howard LCSW

    PRESIDENT/CEO

    Total calculated
    $244,869
    From this org
    $219,249
    From related orgs
    $0
    Other
    $25,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,249
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $25,620
    Filer's total
    $244,869

  • Victor Kogler

    VICE PRESIDENT

    Total calculated
    $156,662
    From this org
    $156,662
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,662
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $156,662

  • Robert Diaz

    DIRECTOR OF FINANCE (THRU 6/7/24)

    Total calculated
    $142,628
    From this org
    $132,300
    From related orgs
    $0
    Other
    $10,328
    Hours/week
    40

  • Jennifer Clancy

    VICE PRESIDENT

    Total calculated
    $184,289
    From this org
    $171,161
    From related orgs
    $0
    Other
    $13,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,661
    Bonus
    $7,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,128
    Filer's total
    $184,289

  • Hiram Santisteban

    ASSOCIATE DIRECTOR

    Total calculated
    $133,229
    From this org
    $120,140
    From related orgs
    $0
    Other
    $13,089
    Hours/week
    40

  • Amy McIlvaine

    ASSOCIATE DIRECTOR

    Total calculated
    $173,152
    From this org
    $146,644
    From related orgs
    $0
    Other
    $26,508
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,644
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $26,508
    Filer's total
    $173,152

  • Gayaneh Karapetian

    ASSOCIATE DIRECTOR

    Total calculated
    $161,932
    From this org
    $149,956
    From related orgs
    $0
    Other
    $11,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,956
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,976
    Filer's total
    $161,932

  • Leslie Dishman

    SENIOR ASSOCIATE

    Total calculated
    $113,644
    From this org
    $105,701
    From related orgs
    $0
    Other
    $7,943
    Hours/week
    40

  • Pranab Banskota

    ASSOCIATE DIRECTOR

    Total calculated
    $136,331
    From this org
    $128,231
    From related orgs
    $0
    Other
    $8,100
    Hours/week
    40

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 · Approval by the board or compensation committee

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202501299349302650

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