2025-01-29T16:16:12-06:00 2023-12-31 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2023-01-01 942415855 BAART COMMUNITY HEALTHCARE BAAR 4155527914 1720 LAKEPOINTE DRIVE 117 LEWISVILLE TX 75057 BRUCE JARVIE TREASURER 4155527914 2025-01-22 1 1 STEVEN TALBOT P01695427 5058787200 2025-01-22 2023 2025-03-06 01:10:19Z X BRUCE JARVIE 1720 LAKEPOINTE DRIVE 117 LEWISVILLE TX 75057 6628696 0 X HTTPS://BAARTHEALTHCARE.ORG X 1977 CA THE ORGANIZATION'S PRIMARY MISSION IS TO PROVIDE PEOPLE, AT ITS CLINICS OR THROUGH COMMUNITY LINKAGES, WITH COMPREHENSIVE COST-EFFECTIVE PRIMARY CARE TREATMENT, DRUG ADDICTION TREATMENT, AND OTHER HEALTH-CARE SERVICES. 5 5 46 5 0 0 510710 2521587 6361335 4107109 0 0 0 0 6872045 6628696 0 0 0 0 2561664 2798115 0 0 0 2935891 3566960 5497555 6365075 1374490 263621 3942788 4383325 897631 1074547 3045157 3308778 THE ORGANIZATION'S PRIMARY MISSION IS TO PROVIDE PEOPLE, AT ITS CLINICS OR THROUGH COMMUNITY LINKAGES, WITH COMPREHENSIVE COST-EFFECTIVE PRIMARY CARE TREATMENT, DRUG ADDICTION TREATMENT, AND OTHER HEALTH-CARE SERVICES. 0 0 4349649 4107109 THE MISSION OF BAY AREA ADDICTION RESEARCH TREATMENT (BAART) COMMUNITY HEALTHCARE IS TO PROVIDE PEOPLE WITH COST-EFFECTIVE, COMPREHENSIVE SUBSTANCE ABUSE TREATMENT AND OTHER HEALTH-CARE SERVICES AT ITS CLINICS OR THROUGH COMMUNITY LINKAGES, AND MAKE SUCH SERVICES AVAILABLE TO AS MANY PEOPLE AS POSSIBLE WHO SEEK THEM. BY DOING SO, BAART'S PROGRAMS CAN FOSTER THE HEALTH, HAPPINESS, LONGEVITY, AND SELF-RELIANT, RESPONSIBLE BEHAVIOR OF THOSE INDIVIDUALS; BAART HELPS THEM RECOVER FROM THEIR SUBSTANCE ABUSE, WHICH BENEFITS OUR COMMUNITIES. BAART IS CONTRACTED WITH THE STATE OF CALIFORNIA DEPARTMENT OF ALCOHOL AND DRUG PROGRAM TO ADMINISTER SEVERAL TREATMENT CLINICS. THE PROGRAM IS DESIGNED TO PROVIDE CLINICAL AND MEDICAL SERVICES TO OPIATE- AND POLYDRUG-ADDICTED INDIVIDUALS. 4349649 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 46 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 CA X X BAYMARK HEALTH SERVICES 2143793310 401 E CORPORATE DRIVE SUITE 220 LEWISVILLE TX 75057 X JASON KLETTER PRESIDENT 5.00 X X 0 0 0 MICHELLE KLETTER VICE PRESIDENT (THROUGH 1/27/23) 1.00 X X 0 0 0 WILLIAM HERNANDEZ VICE PRESIDENT 1.00 X X 0 0 0 FRANCISCO SANCHEZ SECRETARY 1.00 X X 0 0 0 EVAN KLETTER DIRECTOR 1.00 X 0 0 0 BURT GARY FEUERSTEIN PHD MD DIRECTOR 1.00 X 0 0 0 DAVID WHITE CEO 1.00 X 0 0 0 FRANK BAUMANN COO (THROUGH 5/7/23) 1.00 X 0 0 0 MICHAEL SAUL COO 1.00 X 0 0 0 GILBERT DANDRIA TREASURER 1.00 X 0 0 0 LOUIS J STITES PHARMACIST 40.00 X 144698 0 11647 DIANA MEADORS TREATMENT CENTER DIRECTOR 40.00 X 101189 0 14618 MICHAEL A GHALY PSYCHIATRIST 16.00 X 123707 0 0 MICHAEL W SULLIVAN MEDICAL DIRECTOR 16.00 X 151418 0 0 521012 0 26265 4 0 1 0 BAYMARK HEALTH SERVICES 1720 LAKEPOINTE DR SUITE 117 LEWISVILLE TX 75057 MANAGEMENT FEES 2011924 1 1696072 825515 2521587 MEDICAL 621400 3968138 3968138 PRIVATE PAY 621400 138971 138971 4107109 6628696 4107109 0 0 2431101 2431101 10657 10657 175172 175172 181185 181185 2011924 2011924 3502 3502 369265 369265 5624 5624 112090 112090 72456 72456 352978 352978 7283 7283 517 517 116005 116005 38426 38426 DRUG/PHARMACY EXPENSE 60618 60618 LAB TESTING EXPENSE 56512 56512 MEDICAL SUPPLIES 52792 52792 TAXES & LICENSES 37548 37548 269420 269420 6365075 4349649 2015426 0 29115 23426 3489207 4023234 268 4281 38584 41895 1362111 1342702 171829 19409 213785 271080 3942788 4383325 694542 795400 17765 203089 261382 897631 1074547 X 3045157 3308778 3045157 3308778 3942788 4383325 263621 0 X 0 1 X 1 0 X 1065591 510710 2521587 4097888 1065591 510710 2521587 4097888 743557 3354331 4097888 24364443 0.81860 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 744559 737580 6979 617552 605122 12430 19409 DEPOSITS 11129 RIGHT-OF-USE ASSET - OPERATING LEASES 259951 271080 LEASE LIABILITY 261382 261382 X 6628696 0 6628696 0 6628696 6365075 0 6365075 0 6365075 PART X, LINE 2: THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"), AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. 0 0 0 0 0 0 0 0 0 LOUIS J STITES PHARMACIST 144698 0 0 0 0 0 276 0 11371 0 156345 0 0 0 MICHAEL W SULLIVAN MEDICAL DIRECTOR 151418 0 0 0 0 0 0 0 0 0 151418 0 0 0 FORM 990, BOX B: EXPLANATION FOR AMENDED RETURN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS WEREN'T FINALIZED UNTIL AFTER THE ORIGINAL FORM 990 WAS FILED. THE ISSUED FINANCIAL STATEMENTS HAD CHANGES FROM THE DRAFT FINANCIAL STATEMENTS THAT HAD BEEN USED TO COMPLETE THE ORIGINAL FORM 990. THE FORM 990 IS BEING AMENDED TO REPORT THOSE CHANGES IN THE ISSUED FINANCIAL STATEMENTS. THE PRIMARY CHANGES OCCUR IN THE FOLLOWING PARTS: - PART VIII, STATEMENT OF REVENUE, LINE 2A, COLS. (A) AND (B): MEDICAL REVENUE DECREASED FROM $5,077,612 TO $3,968,138. - PART VIII, STATEMENT OF REVENUE, LINE 2G, COL. (A): TOTAL PROGRAM SERVICE REVENUE DECREASED FROM $5,216,583 TO $4,107,109. - PART VIII, STATEMENT OF REVENUE, LINE 12, COL. (A): TOTAL REVENUE DECREASED FROM $7,738,170 TO $6,628,696. - PART VIII, STATEMENT OF REVENUE, LINE 12, COL. (B): RELATED OR EXEMPT FUNCTION REVENUE DECREASED FROM $5,216,583 TO $4,107,109. - PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 11A, COLS. (A) AND (C): MANAGEMENT FEES DECREASED FROM $2,164,466 TO $2,011,934. - PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 13, COLS. (A) AND (B): OFFICE EXPENSES INCREASED FROM $112,089 TO $112,090. - PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 25, COL (A): TOTAL EXPENSES DECREASED FROM $6,517,616 TO $6,365,075. - PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 25, COL (B): TOTAL PROGRAM EXPENSES INCREASED FROM $4,349,648 TO $4,349,649. - PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 25, COL (C): TOTAL MANAGEMENT AND GENERAL EXPENSES DECREASED FROM $2,167,968 TO $2,015,426. - PART X, BALANCE SHEET, LINE 4: ACCOUNTS RECEIVABLE DECREASED FROM $5,132,708 TO $4,023,234. - PART X, BALANCE SHEET, LINE 16: TOTAL ASSETS DECREASED FROM $5,492,799 TO $4,383,325. - PART X, BALANCE SHEET, LINE 17: ACCOUNTS PAYABLE DECREASED FROM $947,941 TO $795,400. - PART X, BALANCE SHEET, LINE 26: TOTAL LIABILITIES DECREASED FROM $1,227,088 TO $1,074,547. - PART X, BALANCE SHEET, LINE 27: NET ASSETS WITHOUT DONOR RESTRICTIONS DECREASED FROM $4,265,711 TO $3,308,778. - PART X, BALANCE SHEET, LINE 32: TOTAL NET ASSETS DECREASED FROM $4,265,711 TO $3,308,778. - PART X, BALANCE SHEET, LINE 33: TOTAL LIABILITIES AND NET ASSETS DECREASED FROM $5,492,799 TO $4,383,325. THESE CHANGES CARRIED TO REPORTING IN THE PART I, CURRENT YEAR FINANCIAL SUMMARY; PART III, LINE 4A, EXPENSES AND REVENUE AMOUNTS; THE COMPENSATION AMOUNT IN PART VII, SECTION B, INDEPENDENT CONTRACTORS; PART XI, RECONCILIATION OF NET ASSETS; PART XII, FINANCIAL STATEMENTS AND REPORTING; SCHEDULE A, PART II SUPPORT SCHEDULE; SCHEDULE D, PART XI, RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN; SCHEDULE D, PART XII, RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN. FORM 990, PART VI, SECTION A, LINE 2 EVAN KLETTER, JASON KLETTER, AND MICHELLE KLETTER, FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS AN AGREEMENT WITH A MANAGEMENT COMPANY TO COVER THE FOLLOWING RESPONSIBILITIES: STAFFING, TRAINING OF STAFF, AND HUMAN RESOURCES ADMINISTRATION; PURCHASING AND FACILITIES MANAGEMENT; CONTRACT AND GRANT WRITING SERVICES, INCLUDING ANNUAL (OR PERIODIC) CONTRACT RENEWAL SERVICES AND NEGOTIATIONS; QUALITY CONTROL/IMPROVEMENT AND CORPORATE COMPLIANCE; PAYROLL ADMINISTRATION; ACCOUNTS RECEIVABLE MANAGEMENT (BILLING AND COLLECTING); ACCOUNTS PAYABLE MANAGEMENT; FINANCIAL REPORTING AND GENERAL ACCOUNTING, INCLUDING GENERAL LEDGER MAINTENANCE, BUDGETING, BANKING AND CASH MANAGEMENT; SENIOR ADMINISTRATIVE FUNCTIONS INCLUDING PLANNING, MARKETING, VENDOR AND CONTRACTING, PARTY LIAISON, STRATEGIC AND ADMINISTRATIVE FUNCTIONS, INCLUDING SENIOR ADMINISTRATIVE AND EXECUTIVE STAFFING. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED FORM 990 (INCLUDING REQUIRED SCHEDULES) WAS E-MAILED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING THE FORM WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION DOES NOT HAVE A FORMAL CONFLICT OF INTEREST POLICY. ACCORDING TO THE BYLAWS, INTERESTED DIRECTORS ARE EXCLUDED FROM VOTING ON ISSUES THAT INVOLVE A CONFLICT OF INTEREST. COMPLIANCE IS ENFORCED THROUGH REGULAR MONITORING AND EDUCATION OF STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.