2026-08-26T08:01:36-05:00 2025-12-31 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2025-01-01 251810162 SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC SOUT 7246573470 2520 NEW BUTLER ROAD NEW CASTLE PA 16101 KAMI ANDERSON PRESIDENT 7246573470 2026-08-26 1 ELIZABETH E KRISHER P01275616 4124715500 2025 2025-03-06 01:10:19Z KAMI ANDERSON 2520 NEW BUTLER ROAD NEW CASTLE PA 16101 381389091 0 X WWW.SBHM.ORG X 1998 PA PROVIDED ASSISTANCE TO SW PA COUNTY MEMBERS & OTHER BEHAVIORAL HEALTH SERVICE ENTITIES. 10 4 29 10 0 0 336211702 378448098 2007787 1860700 1700494 1080293 0 0 339919983 381389091 0 0 0 0 2774395 2818023 0 0 0 361275515 377820670 364049910 380638693 -24129927 750398 168050936 153654965 112085921 94673564 55965015 58981401 PROVIDED ASSISTANCE TO SOUTHWEST PENNSYLVANIA COUNTY MEMBERS AND OTHER BEHAVIORAL HEALTH SERVICE ENTITIES IN THE ADMINISTRATION OF A NETWORK OF PUBLICLY FUNDED SERVICES FOR THE PURPOSE OF PROMOTING EXCELLENCE IN BEHAVIORAL HEALTH SERVICES. 0 0 380358821 1860700 PROVIDED SERVICES TO SOUTHWEST PENNSYLVANIA COUNTIES, THE NORTHWEST BEHAVIORAL HEALTH PARTNERSHIP COUNTIES, AND OTHER BEHAVIORAL HEALTH SERVICE ENTITIES IN THE ADMINISTRATION OF A NETWORK OF PUBLICLY FUNDED SERVICES FOR THE PURPOSE OF PROMOTING EXCELLENCE IN BEHAVIORAL HEALTH SERVICES. 380358821 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 1 0 0 0 1 21 0 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PATTY PIATT 7246573470 2520 NEW BUTLER ROAD NEW CASTLE PA 16101 KAMI ANDERSON PRESIDENT - SEE SCH O 4.00 X X 0 0 0 SARA STENGER VICE PRESIDENT - SEE SCH O 4.00 X X 0 0 0 REBECCA ABRAMSON SEC/TREASURER - SEE SCH O 4.00 X X 0 0 0 CHERYL ANDREWS DIRECTOR - SEE SCH O 4.00 X 0 0 0 SCOTT BALDWIN DIRECTOR - SEE SCH O 4.00 X 0 0 0 TAMMY CALDERONE DIRECTOR - SEE SCH O 6.00 X 0 0 0 LIZ COMER DIRECTOR - SEE SCH O 4.00 X 0 0 0 AMANDA FELTENBERGER DIRECTOR - SEE SCH O 4.00 X 0 0 0 DONNA JENERESKI DIRECTOR - SEE SCH O 4.00 X 0 0 0 JENNIFER SCOTT DIRECTOR - SEE SCH O 4.00 X 0 0 0 DAVID MCADOO CEO 29.00 X 182803 0 40952 PATRICIA PIATT CFO 29.00 X 141525 0 35747 324328 0 76699 2 0 1 0 CARELON 300 SEVEN FIELDS BLVD SEVEN FIELDS PA 16046 MANAGED CARE ADMIN 21097447 1 378448098 378448098 NWBHP CONTRACT REVENUE 900099 1132498 1132498 P4P REVENUE 900099 386737 386737 OTHER PROGRAM SERVICES 900099 341465 341465 1860700 1080293 1080293 381389091 1860700 0 1080293 401027 332009 69018 1727154 1639276 87878 118256 112516 5740 407995 384821 23174 163591 152140 11451 90786 90786 566785 543877 22908 25180 23417 1763 240910 224046 16864 64100 59613 4487 10883 10883 12344 11430 914 97333 90520 6813 306484 285030 21454 CLAIMS AND STATE EXPENS 349321645 349321645 REINVESTMENT EXPENSES 18025768 18025768 COUNTY RELATED EXPENSES 8318249 8318249 BOND INSURANCE EXPENSES 584290 584290 155913 148505 7408 380638693 380358821 279872 0 1130707 1736266 138229249 119432040 27392101 30652291 1021174 1653996 371205 190833 277705 180372 168050936 153654965 14723671 16716883 70902768 52710228 26459482 25246453 112085921 94673564 X 55965015 58981401 55965015 58981401 168050936 153654965 X 750398 2265988 X X 0 1 X 1 0 X X 1 SEE SCHEDULE A DISCLOSURE PART 1 LINE 12G 256001018 6 1 263666556 0 1 263666556 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: THE SUPPORTED ORGANIZATIONS OF SBHM ARE LOCAL GOVERNMENTS, AS SUCH, THE ORGANIZATIONS QUALIFY UNDER SECTION 509 (A) (1): HOWEVER, THEY DO NOT HAVE DETERMINATION LETTERS FROM THE IRS. PART I LINE 12G IN ACCORDANCE WITH ITS BYLAWS, SBHM SUPPORTS ARMSTRONG COUNTY (EIN 25-6001018), BUTLER COUNTY (EIN 25-6001020), INDIANA COUNTY (EIN 25-6001035), LAWRENCE COUNTY (EIN 25-6001037), WASHINGTON COUNTY (EIN 25-6001043) AND WESTMORELAND COUNTY (EIN 25-6001046) BY PROVIDING SUPPORT SERVICES FOR BEHAVIORAL HEALTH TO COUNTY RESIDENTS. AN INTERGOVERNMENTAL AGREEMENT WITH THE ORGANIZATIONS LISTED ALSO PROVIDES FOR THE FUNDING OF MEDICAL PAYMENTS TO BEHAVIORAL HEALTH AND SUBSTANCE ABUSE PROVIDERS AND ADMINISTRATIVE PAYMENTS. INCLUDED FOR THE ADMINISTRATIVE PAYMENTS ARE THE COUNTY MENTAL HEALTH AND SINGLE COUNTY AUTHORITIES FOR DRUG AND ALCOHOL SERVICES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 371205 190833 180372 180372 OTHER LIABILITIES 14240 CLAIMS PAYABLE 25044525 LEASE LIABILITY 187688 25246453 381389091 0 381389091 0 381389091 380638693 0 380638693 0 380638693 X X X 0 0 0 0 0 0 0 0 0 DAVID MCADOO CEO 182803 0 0 0 0 0 14001 0 26951 0 223755 0 0 0 PATRICIA PIATT CFO 141525 0 0 0 0 0 10905 0 24842 0 177272 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE GOVERNING BOARD IS COMPOSED OF REPRESENTATIVES FROM THE SOUTHWEST SIX COUNTIES. SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT, INC. WAS CREATED FOR THE MEMBER COUNTIES AND IN THE EVENT OF ITS DISSOLUTION, ALL OF ITS ASSETS WOULD REVERT TO THE MEMBER COUNTIES. FORM 990, PART VI, SECTION A, LINE 7A THE PA COUNTIES OF ARMSTRONG AND INDIANA ARE REPRESENTED BY TWO MEMBERS ON THE BOARD, WHILE BUTLER, LAWRENCE, WASHINGTON AND WESTMORELAND EACH ARE REPRESENTED BY TWO MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS COMPLETED IN DRAFT BY INDEPENDENT CPAS. MANAGEMENT REVIEWS FOR ACCURACY AND AMENDS AS NEEDED. FINANCE COMMITTEE OF THE BOARD REVIEWS AND AMENDS. THE FULL BOARD OF DIRECTORS THEN VOTES TO APPROVE A FINAL REVISED FORM 990 FOR SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH DIRECTORS. THE CEO COLLECTS ALL BOARD CONFLICT DECLARATIONS ANNUALLY. ALL CONFLICTS ARE MADE KNOWN TO ALL BOARD MEMBERS. CORPORATE COUNSEL AND THE CHAIRPERSON OF THE BOARD ARE THEN RESPONSIBLE FOR IDENTIFYING AND ADDRESSING MATERIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE PHILOSOPHY/STRATEGY OF SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT IS TO ATTRACT AND RETAIN QUALIFIED STAFF. THE 2014 COMPENSATION WAS BASED ON A MARKET ANALYSIS BY 3C CONSULTING PERFORMED IN 2013. 3C DEVELOPED A PAY SCALE AND BENEFITS PACKAGE BASED UPON A MIDPOINT OF 90% OF MARKET THAT WAS IMPLEMENTED AND CARRIED FORWARD FOR SBHM. ALL MANAGEMENT AND EXECUTIVE COMPENSATION ADHERES STRICTLY TO THE PAY SCALE. BOARD OF DIRECTORS PERSONNEL COMMITTEE PROVIDES DIRECT OVERSIGHT OF THE PAY SCALE AND BENEFITS PACKAGE. THE PAY SCALE, PAY RULES AND THE SPECIFIC COMPENSATION, INCLUDING THE CEO'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD PERSONNEL COMMITTEE AND VOTED ON BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: PRIOR YEAR SURPLUS DISTRIBUTION -1,307. RISK AND CONTINGENCY AND EQUITY TRANSFER, NET, APPROVED BY DHS 1,340,493. OPERATING GAIN DEFERRAL 926,802. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: DUE TO THE NATURE OF THE REPORTING AND MONITORING OF THIS CONTRACTUAL ACTIVITY WITH PA DHS, CERTAIN ACTIVITY RUNS THROUGH OTHER CHANGES IN NET ASSETS AS INDICATED ABOVE. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (E) COMPENSATION INFORMATION CAN BE OBTAINED FOR THE INDIVIDUAL DIRECTORS WHO ARE EMPLOYED AND RECEIVE COMPENSATION FROM THEIR RESPECTIVE GOVERNMENT OR NONPROFIT EMPLOYERS. TAMMY CALDERONE - ARMSTRONG-INDIANA BEHAVIORAL & DEVELOPMENTAL HEALTH PROGRAM 25-1199680 KAMI ANDERSON - ARMSTRONG-INDIANA-CLARION DRUG & ALCOHOL COMMISSION 25-1253020 DONNA JENERESKI - BUTLER COUNTY 25-6001020 AMANDA FELTENBERGER - BUTLER COUNTY 25-6001020 SCOTT BALDWIN - LAWRENCE COUNTY 25-6001037 REBECCA ABRAMSON - LAWRENCE COUNTY DRUG & ALCOHOL COMMISSION 25-1635772 JENNIFER SCOTT - WASHINGTON COUNTY 25-6001043 CHERYL ANDREWS - WASHINGTON DRUG & ALCOHOL COMMISSION 01-0671144 SARA STENGER - WESTMORELAND COUNTY 25-6001046 LIZ COMER - WESTMORELAND DRUG AND ALCOHOL COMMISSION 25-1491445 COUNTY ADDRESS INFORMATION IS AVAILABLE ON SCHEDULE R ARMSTRONG COUNTY 500 MARKET STREET KITTANNING PA 16201 256001018 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 BUTLER COUNTY 124 W DIAMOND STREET BUTLER PA 16003 256001020 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 INDIANA COUNTY 825 PHILADELPHIA STREET INDIANA PA 15701 256001035 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 LAWRENCE COUNTY 430 COURT ST NEW CASTLE PA 16101 256001037 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 WASHINGTON COUNTY 100 WEST BEAU STREET WASHINGTON PA 15301 256001043 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 WESTMORELAND COUNTY 2 NORTH MAIN STREET SUITE 101 GREENSBURG PA 15601 256001046 LOCAL GOVERNMENT SERVICES PA LINE 6 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 BUTLER COUNTY L 990265 CASH PAYMENTS RECEIVED LAWRENCE COUNTY L 1095312 CASH PAYMENTS RECEIVED WASHINGTON COUNTY L 1864058 CASH PAYMENTS RECEIVED WESTMORELAND COUNTY L 2026310 CASH PAYMENTS RECEIVED