2024-04-03T17:26:21-05:00 2023-09-30 640897081 MATTHEWS CUTRER & LINDSAY PA 1020 HIGHLAND COLONY PKWY 500 RIDGELAND MS 39157 990 2022-10-01 640534899 HARBOR HOUSE OF JACKSON INC HARB 6013717335 5354 I-55 SOUTH FRONTAGE ROAD EAST JACKSON MS 39272 CHRISTOPHER BATES PRESIDENT 6013717335 2024-04-03 1 CHRISTOPHER BATES 999009999 1 CHARLES R LINDSAY CPA P00294610 6018988875 2024-04-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER BATES 5354 I-55 SOUTH FRONTAGE ROAD EAST JACKSON MS 39272 3847116 0 X WWW.HHJACKSON.ORG X 1973 MS TO OFFER HOPE TO ADULTS BY PROVIDING COMPASSIONATE BEHAVIORAL HEALTH TREATMENT SERVICES. 10 10 89 10 0 0 3207834 3764853 45126 81055 6756 176 10736 1032 3270452 3847116 0 0 0 0 2068827 2222350 0 0 79953 1438304 1528555 3507131 3750905 -236679 96211 2018513 2170579 942981 998836 1075532 1171743 X OUR MISSION REMAINS TO OFFER HOPE TO ADULTS BY PROVIDING AN EFFECTIVE CONTINUUM OF HIGH QUALITY, VALUABLE, AND COMPASSIONATE BEHAVIORAL HEALTH TREATMENT SERVICES. 0 0 3228192 82087 THE STAFF OF HARBOR HOUSE OF JACKSON PULLED TOGETHER TO ACCOMPLISH A LIST OF GOALS AND ACTIVITIES DURING THE YEAR ENDED SEPTEMBER 30, 2023 INCLUDING:1. SITE VISITS BY FUNDING AGENCIES - CARF SURVEY WAS COMPLETED IN MAY 2023 WITH THE HIGHEST LEVEL 3-YEAR CERTIFICATION AWARDED TO THE AGENCY; DMH FINANCIAL AUDIT WAS COMPLETED IN FY23 WITH NO CITATIONS; TWO DMH OPERATIONAL STANDARDS AUDITS AND ONE FIDELITY AUDIT WERE COMPLETED IN FY23 WITH MINIMAL DEFICIENCIES ALL OF WHICH WERE EASILY RESOLVED; VA HOMELESS PROGRAM - NO FINDING, VA UNIT ENVIRONMENT OF CARE ROUNDS - MINIMUM DEFICIENCIES CORRECTION COMPLETED, UNITED STATES PROBATION - NO FINDING.2. CLINICAL OPERATIONS DIRECTOR AND CO-OCCURRING DISORDER SPECIALIST IMPLEMENTED ON-GOING TRAINING FOR CLINICAL STAFF TO INCREASE CONSISTENCY IN PERSON-CENTERED CLIENT CARE AND ASAM (AMERICA SOCIETY OF ADDICTION MEDICINE) LEVEL OF CARE PLACEMENT. 3. A NEW ADMISSIONS/INTAKE SPECIALIST WAS ADDED TO EXPAND THE CLINICAL TEAM AND ELEVATE INITIAL ASSESSMENT SERVICES. 4. MEDICAL DIRECTOR, DR. RANDY EASTERLING AND MAT PROGRAM MANAGER, NONA WHITE HAVE GROWN THE MAT TELEHEALTH PROGRAM FROM ZERO PATIENTS IN MARCH 2022 TO OVER 200 BY SEPTEMBER 30, 2023. 5. RE-OPENING OF ASAM 3.1 TRANSITIONAL PROGRAM TO ACCESS $75,000 IN DIRECT FUNDING AND $75,000 IN MATCHING VOCATIONAL REHABILITATION FUNDING WITH A TOTAL OF 18 INDIVIDUALS SERVED FROM MARCH THROUGH SEPTEMBER 2023.6. CONTINUOUS REVIEW OF VENDORS AND SERVICES TO IDENTIFY AND ELIMINATE WASTE.7. FULL TRANSITION TO QUICKBOOKS ONLINE ACCOUNTING SYSTEM AND BILL.COM FOR PAYABLES.8. MDOT GRANT VALUE OF $220,000 (25% MATCH FUNDING FOR THE PURCHASE OF UP TO 2 ADA PASSENGER VEHICLES) WAS AWARDED IN FY22 AND POSSESSION OF THE FIRST ADA VEHICLES WAS COMPLETED IN FY23.9. HARBOR HOUSE REQUESTED AND RECEIVED INCREASES IN SEVERAL DMH GRANT AWARDS FOR FY23 FOR A TOTAL INCREASE OF APPROXIMATELY $290,000 OVER ORIGINAL ALLOCATION.10. AWARDED NEW HIV GRANT ADMINISTERED BY MS PUBLIC HEALTH INSTITUTE WITH NO LIMIT ON THE AWARD VALUE. THE GRANT REIMBURSES THE AGENCY FOR SERVICES ALREADY BEING RENDERED BY THE NURSING STAFF WITH NO ADDITIONAL COST INCREASE. THERE HAS BEEN APPROXIMATELY $6,000 EARNED AND BILLED TO THE GRANT FROM JULY THROUGH SEPTEMBER 2023.11. HARBOR HOUSE HAS REQUESTED AND RECEIVED A TOTAL INCREASE FOR SOR3 YEAR 2 FUNDING (OCTOBER 1, 2023 SEPTEMBER 30, 2024) OF $450,000 OVER PRIOR YEAR FUNDING.12. HARBOR HOUSE HOSTED AN OPEN HOUSE IN DECEMBER 2022 WITH REPRESENTATIVES FROM SAMHSA, THE DMH BOARD AND LEADERSHIP TEAM AS WELL AS LOCAL STATE AGENCIES, FUNDING PARTNERS, REFERRAL SOURCES, ALUMNI, AND PARTNER BEHAVIORAL HEALTHCARE PROVIDERS.13. HARBOR HOUSE HOSTED A 50TH BIRTHDAY CELEBRATION COMMEMORATING 50 YEARS OF OPERATIONS SINCE 1973 WITH APPROXIMATELY 300 PEOPLE IN ATTENDANCE INCLUDING ALUMNI, COURT STAFF, STATE AGENCY PERSONNEL, FORMER EMPLOYEES, CURRENT CLIENTS, VETERANS AND BOARD MEMBERS. 3228192 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MS X THE ORGANIZATION 6013717335 5354 I-55 SOUTH FRONTAGE ROAD EAST JACKSON MS 39272 BARRY BURKS BOARD MEMBER 1.00 X 0 0 0 BETHANY STANFILL BOARD MEMBER 1.00 X 0 0 0 CHRIS BATES PRESIDENT 1.00 X X 0 0 0 CHRIS COLEMAN BOARD MEMBER 1.00 X 0 0 0 FRANK PURYEAR BOARD MEMBER 1.00 X 0 0 0 KURT W METZNER BOARD MEMBER 1.00 X 0 0 0 MIKE NUNNERY BOARD MEMBER 1.00 X 0 0 0 TERRY THORNTON BOARD MEMBER 1.00 X 0 0 0 TOMMY MARSHALL SECRETARY/TREASURER 1.00 X X 0 0 0 TRACE SWARTZFAGER BOARD MEMBER 1.00 X 0 0 0 ANN FISHER LMSW MBA CPSS EXECUTIVE DIRECTOR 40.00 X 109388 0 10062 109388 0 10062 1 0 0 0 RANDY EASTERLING MD 607 TIFFINTOWN ROAD VICKSBURG MS 39183 MEDICAL SERVICES 227784 1 3730194 34659 59377 3764853 ADMISSION CHARGES 623990 81055 81055 81055 18 18 158 0 158 158 158 MISCELLANEOUS 623990 1032 1032 1032 3847116 82087 0 176 109388 54694 21878 32816 1747309 1560632 163792 22885 29122 25336 2912 874 190707 165915 19071 5721 145824 126867 14582 4375 10193 10193 67076 67076 1341 1341 7662 600 7062 108387 79674 28439 274 60825 54742 6083 201175 183210 17965 10455 10455 51404 51404 173736 151150 17374 5212 94641 84443 9464 734 PROGRAM SERVICE EXPENSE 491614 491614 FOOD 238860 238860 BAD DEBT 11186 11186 3750905 3228192 442760 79953 54881 145051 50809 50030 411698 498804 4527 30113 3916982 2470401 1491098 1446581 5500 0 2018513 2170579 83417 112405 859564 886431 942981 998836 X 1075532 1171743 1075532 1171743 2018513 2170579 96211 0 X X 0 1 X 1 1 1 X 3076224 3242403 3209483 3207834 3764853 16500797 3076224 3242403 3209483 3207834 3764853 16500797 16500797 846 710 332 266 18 2172 2218 3955 3955 10736 1032 21896 16524865 372062 0.99850 0.99840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 430000 430000 2423917 1607765 816152 835546 731093 104453 227519 131543 95976 1446581 3918981 71865 71865 3847116 0 3847116 3822770 71865 71865 3750905 0 3750905 X 1 59377 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS SENT TO THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS VIA EMAIL. FORM 990 IS REVIEWED AND ANY QUESTIONS THAT ARISE FROM THE BOARD MEMBERS ARE ANSWERED AND/OR CLEARED PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS ANNUALLY. THE POLICY IS SIGNED AND ANY NECESSARY DISCLOSURES ARE MADE AT THAT TIME. ANY CONFLICT OF INTEREST THAT ARISES IS RESOLVED BY THE BOARD OF DIRECTORS AND IS ALSO RECORDED IN THE OFFICIAL BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR IS BASED ON AN ANNUAL REVIEW AND QUARTERLY PERFORMANCE. COMPENSATION LEVELS ARE REVIEWED AND COMPARED TO CURRENT AND PROPOSED SALARIES FOR ALL STAFF AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XI, LINE 2C: COMMITTEE OVERSIGHT OF ITS AUDITED FINANCIAL STATEMENTS THE AUDITOR MEETS WITH THE BOARD OF DIRECTORS MAKING A FULL PRESENTATION AT THE COMPLETION OF THE AUDIT ANSWERING ANY OF THE BOARD'S QUESTIONS. THE AUDITOR WORKS CLOSELY WITH THE BOARD OF DIRECTORS DURING THE YEAR SHOULD ANY CONCERNS ARISE.