THE NARBHA INSTITUTE INC

EIN: 866037149 501(c)(3) Social Science

FLAGSTAFF, AZ

Total Revenue
$11,163,371
Total Expenses
$14,529,585
Total Assets
$74,939,498
Net Assets
$73,141,943
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
AZ
Principal Officer
MARY JO GREGORY
Phone
9282338667
Tax Period
2023-10-01 to 2024-09-30

THE NARBHA INSTITUTE INC, founded in 1967, is a mid-sized nonprofit in the Social Science sector that reported $11.2M in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $14.5M exceeded revenue, resulting in a 30% operating deficit.

Mission

SERVE MEDICAID MANAGED CARE SUBCONTRACT, SUPPORTED HOUSING FOR MENTALLY ILL, CONVENER/SUPPORTER IN HEALTH/SOCIAL DETERMINANTS. DRIVE IMPROVED MENTAL HEALTH OUTCOMES FOR VULNERABLE POPULATIONS VIA AFFILIATED AGENCY PROVIDING OUTPATIENT, INPATIENT & RESIDENTIAL SVS.

Program Service Accomplishments

Program 1
Expenses: $4,435,606 Revenue: $5,370,579

THE NORTHERN ARIZONA REGIONAL BEHAVIORAL HEALTH ALLIANCE MEDICAID ACO IS A COLLABORATIVE VENTURE THAT ADVANCES WELLBEING BY CREATING STRATEGIC PARTNERSHIPS ACROSS THE BEHAVIORAL HEALTH PROVIDER...

Read more

THE NORTHERN ARIZONA REGIONAL BEHAVIORAL HEALTH ALLIANCE MEDICAID ACO IS A COLLABORATIVE VENTURE THAT ADVANCES WELLBEING BY CREATING STRATEGIC PARTNERSHIPS ACROSS THE BEHAVIORAL HEALTH PROVIDER NETWORK. USING TARGETED SOLUTIONS TO IMPROVE CARE OUTCOMES, PROVIDERS AND THEIR MEMBERS CAN ADVANCE HEALTH, REDUCE COSTS, CREATE BEST PRACTICE MODELS AND MOVE TO AN ENHANCED INCLUSIVE AND EQUITY-BASED SOLUTION FOR BEHAVIORAL HEALTH SERVICES.

Program 2
Expenses: $5,705,147 Revenue: $2,079,383

THE NARBHA INSTITUTE'S SECOND LARGEST PROGRAM IS ITS PROVISION OF SERVICES, SUPPORT AND GRANTS TO HEALTHCARE PROVIDERS WHO SERVE PRIMARILY MEDICAID BENIFICIARIES AND INDIGENT POPULATIONS. THIS...

Read more

THE NARBHA INSTITUTE'S SECOND LARGEST PROGRAM IS ITS PROVISION OF SERVICES, SUPPORT AND GRANTS TO HEALTHCARE PROVIDERS WHO SERVE PRIMARILY MEDICAID BENIFICIARIES AND INDIGENT POPULATIONS. THIS INCLUDES GRANTS TO SUCH ORGANIZATIONS TO ACHIEVE HEALTH AND HEALTH RELATED SOCIAL OUTCOMES SUCH AS EMPLOYMENT, MEDICAID ELIGIBILITY COMPLIANCE, TIMELY MENTAL HEALTH ASSESSMENTS, PAITIENT SATISFACTION, HOUSING, CRIMINIAL JUSTICE COORDINATION AND CULTURALLY-COMPETENT SERVICES. REVENUE INCLUDED IN THE CONTRIBUTIONS ON PART VIII, LINE 1E IS $2,419,524.

Program 3
Expenses: $939,071 Revenue: $147,870

EFFECTIVE AUGUST 27, 2018, THE NARBHA INSTITUTE ENTERED INTO AN AFFILIATION AGREEMENT WITH THE GUIDANCE CENTER (TGC), A SEPARATE 501(C)(3) ORGANIZATION, IN WHICH NARBHA BECAME ITS SOLE MEMBER. THERE...

Read more

EFFECTIVE AUGUST 27, 2018, THE NARBHA INSTITUTE ENTERED INTO AN AFFILIATION AGREEMENT WITH THE GUIDANCE CENTER (TGC), A SEPARATE 501(C)(3) ORGANIZATION, IN WHICH NARBHA BECAME ITS SOLE MEMBER. THERE IS A SEPARATE BOARD TO OVERSEE MANAGEMENT OF TGC. THE GUIDANCE CENTER PROVIDES INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH SERVICES IN THE FLAGSTAFF REGION. UNDER THE AFFILIATION AGREEMENTS, NARBHA PROVIDES SUBSTANTIAL FINANCIAL AND IN-KIND SUPPORT AND APPOINTS A MAJORITY OF ITS GOVERNING BOARD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,419,524
Program Service Revenue $7,751,583
Investment Income $992,264
Other Revenue $0
TOTAL REVENUE $11,163,371

Expense Breakdown

Grants Paid $8,106,045
Salaries & Benefits $2,873,741
Fundraising Expenses $0
Program Expenses $11,855,948
Other Expenses $3,549,799
TOTAL EXPENSES $14,529,585

Year-over-Year Comparison

2023 2022 Change
Revenue $11,163,371 $16,545,896 -0.3%
Expenses $14,529,585 $17,267,833 -0.2%
Net Income $-3,366,214 $-721,937 +3.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
5
Independent Members
2
Employees
13
Volunteers
1

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,243,911
Total Directors
6
$904,113
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY JO GREGORY PRESIDENT & CEO 47.00
Officer Director
$792,330 $30,183 $822,513
JAMES DYKES DIRECTOR & VP 01/2020 2.00
Officer Director
$14,400 $0 $14,400
CELESTE IRONS DIRECTOR THRU 8/10/2023 1.00
Director
$7,200 $0 $7,200
VINCENT BERKLEY TREASURER 1.00
Officer Director
$50,400 $0 $50,400
MICHAEL LOVEN SECRETARY 1.00
Officer Director
$9,600 $0 $9,600
LINDA BUCHANAN DIRECTOR STARTED 4/8/2024 1.00
Director
$0 $0 $0
MICHAEL KUZMIN TNI-CFO 20.00
Officer
$326,349 $20,649 $346,998
JON PEREZ CHIEF PROGRAM OFFICER 38.00
Highest
$219,727 $1,352 $221,079
NATHAN JONES GENERAL COUNSEL 20.00
Highest
$260,721 $12,729 $273,450
TERESA BERTSCH TNI VP MEDICAL OPERATIONS 28.00
Highest
$458,194 $31,168 $489,362
DEVON FORREST TNI DIRECTOR OF SUPPORT SVS 4.00
Highest
$275,353 $5,120 $280,473
DENISE TAYLOR DIRECTOR OF FINANCIAL OPERATIONS 30.00
Highest
$137,134 $18,142 $155,276
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $11,163,371 $14,529,585 $74,939,498 $-3,366,214
2023 $16,545,896 $17,267,833 $74,468,814 $-721,937
2022 $8,753,201 $8,765,928 $66,577,625 $-12,727
2021 $11,384,795 $11,524,917 $73,143,393 $-140,122
2020 $12,092,859 $8,780,174 $69,675,321 $3,312,685
2019 $8,431,363 $8,223,614 $66,174,390 $207,749
2018 $6,427,843 $4,630,648 $65,040,397 $1,797,195
Explore More Nonprofits
Top 100 Nonprofits in Arizona Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare THE NARBHA INSTITUTE INC with other nonprofits in Arizona and across the country.