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6 ANNUALREPORT

Thank you for your interest in Mental Health Partners. This annual report covers our 2016 fiscal year which began July 1, 2015, and concluded June 30, 2016.

As a comprehensive behavioral healthcare provider, caring for people is at the center of our work, no matter the acuity or duration of the illness. We exist to provide care, and in that spirit, we continue to experience growth in the number of people we serve as demand for behavioral health services continues to increase.

This year we provided behavioral healthcare to 21,149 individuals in our outpatient clinics, wellness centers, crisis center, and withdrawal management program (formerly detox), as well as through community-based programs like Early Diversion, Get Engaged (Project EDGE, our partnership with local law enforcement), Moving to End Sexual Assault (MESA), navigation, early childhood and older adult services. After three consecutive years of significant annual growth spurred by Medicaid expansion and individual enrollment in Connect for Health Colorado, the state’s health marketplace, our number of individuals served held steady compared to FY2015.

However, this is not reflected in our client service revenues for the year. Beginning mid-year, we experienced unanticipated recoupments from our Medicaid contract with the State of Colorado when the numbers of enrollees receiving services were fewer than the State’s projected estimates, despite the growth we experienced overall. This produced a 14 percent reduction in revenue compared to FY2015 and contributed to an annual operating loss of $1,292,131 for MHP.

As those recoupments began, our executive team began a budget realignment process to ensure the organization’s financial stability and our capacity to meet increasing service demand as we approached FY2017. We reviewed our overall staffing distribution, then streamlined our leadership structure and other administrative functions to eliminate 36 budgeted positions. While we were grateful that many of the positions were vacant due to retirements or resignations, seven were occupied at the time, and those staff were offered separation compensation. This reduction and realignment enabled us to plan for adding 20 new client-facing care positions in FY2017, a plan the Board of Directors readily endorsed.

In conversations with other community-based behavioral health providers in Colorado and across the country, we find that our experience is common to many of our peers. The uncertainty and unpredictability of the entire healthcare environment promises to intensify even more in response to the federal elections as we work collectively to ensure that timely and expert care is available to all people in our respective communities.

Charting meaningful long-term direction in such an environment is inherently challenging. Nevertheless, our strategic plan for FY2016 identified key initiatives aimed toward strengthening MHP’s performance and potential as a premier provider of behavioral health services over the next three years.

These initiatives included:

• Expanding access and capacity across our care networks and establishing direct service expectations for staff to achieve our objective as a provider of choice

• Evaluating and adjusting our total compensation structure and restructuring our professional development program to achieve our objective as an employer of choice

• Revising our compliance and security plan to ensure information privacy and protection

• Implementing information systems including electronic health record, human resources, accounting, internal communication and information management

Mental Health Partners is fortunate to serve Boulder and Broomfield counties where good health and excellent healthcare are community values, and where ensuring the welfare of others is a point of pride and measure of community success. Our philanthropic efforts are enhanced by these values and attitudes, as substantiated by the generous support of our donors. While philanthropy is not likely to surpass reimbursements for services as our principal source of revenue, it does extend those levels of care that are essential to sustained health and well-being—wellness, engagement with the community, and personal resilience development.

We invite you to take some time to read and reflect on the elements of this Annual Report that are most important to you—whether a client’s experience, our financials, our service demographics, a donor’s motivation, or our successes during FY2016. Thank you for your contribution to what we’ve accomplished together.

MESSAGE FROM CEO AND BOARD CHAIR

Kelly Phillips-Henry, PsyD, MBA Chief Executive Officer

Roxanne Bailin Chair, Board of Directors

2 x Pa g e

HIGHLIGHTS OF FY2016

Client Care Experience• Awarded a $1.6 million grant from the federal Substance

Abuse and Mental Health Services Administration to expand MHP’s behavioral, physical and oral integrated healthcare services provided on-site at the Ryan Wellness Center in partnership with Clinica and Dental Aid.

• Awarded a $1.1 million grant from the Colorado Behavioral Healthcare Council as one of four pilot sites in Colorado to establish an Integrated Health Home for multidisciplinary care coordination, patient risk assessment, and behavior change counseling in conjunction with the healthcare integration partnership at the Ryan Wellness Center.

• Awarded a $350,000 grant from the Denver Foundation to support Project EDGE (Early Diversion, Get Engaged), a co-responder program in partnership with the Boulder County Sheriff’s Office, the City of Boulder Police Department, and the City of Longmont Police Department.

• Contracted with Genoa Pharmacy to operate an in-house pharmacy in Boulder, enhancing pharmaceutical services for clients and reducing annual operating costs.

Enhanced Environments• Transformed the 3180 Airport Rd., Boulder, location to

co-locate the 24-hour Walk-In Center and Crisis Services with Withdrawal Management (formerly detox) and other substance use services in one publicly-accessible location.

• Co-located Broomfield clinical services in the new Broomfield Health and Human Services building at 100 Spader Way.

• Opened the 1455 Dixon Ave. location in Lafayette for administrative teams and the Lafayette Clinic.

Employee Engagement• Completed restructure of MHP salary grades and ranges to

achieve 85% of market median in Q1 FY2017; implemented tuition assistance plan for staff and enhanced MHP retirement plan benefit.

Philanthropy• Received $678,611 in philanthropic contributions from

more than 500 donors and launched the Founders’ Legacy program to encourage and recognize individuals who include Mental Health Partners in their estate planning.

Our Core Values The following principles provide Mental Health Partners staff and clients with the general guidelines for our interactions and represent the basic philosophy under which we operate.

We believe in…

EMPATHY• Putting ourselves in others’ shoes

HOPE• Believing in positive possibilities

for every person

HEALING ENVIRONMENT• Providing a safe space where people

feel accepted

WELLNESS• Supporting long-term health

and well-being

TEAMWORK• Realizing the power of working

together with humility and trust

PARTNERSHIP• Building relationships to strengthen

our communities

EXCELLENCE• Pursuing the best in everything we do

Our MissionHealing is our purposeHelp is our promiseHealth is our passion

Strategic AnchorsCare ExperienceHigh Quality CareEmployee EngagementFinancial Health

Our VisionHealthy minds, healthy lives, healthy communities

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FISCAL YEAR 2016 FINANCIAL REPORT

This presentation uses audited fi nancial statements as its basis. Mental Health Partners is audited annually by a certifi ed public accountant. A copy of the audit is available for inspection at the Mental Health Partners’ Lafayette offi ce at 1455 Dixon Ave.

REVENUES

Client Fees and Third Party Payments . . . . . . . . . . . . . . . . . . . . . . . . $ 901,504

Federal Government (includes Medicaid and Medicare) . . . . . .$ 15,017,238

State of Colorado (includes State portion of Medicaid) . . . . . . .$ 12,428,952

Boulder County . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 6,771,271

City and County of Broomfi eld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 315,000

Local Government . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 1,777,620

Pharmacy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2,285,887

Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 1,092,452

Donated Goods and Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 654,543

Other Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2,422,367

Total Revenues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 43,666,834

OTHER USES SOURCES OF FUNDS

Debt Retirement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2,025,347Use of Reserves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ (3,317,478)

Total Other Uses (Sources) . . . . . . . . . . . . . . . . . . . .$ (1,292,131)

EXPENSES

Salaries and Fringe Benefi ts . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 31,657,244

Cost of Drugs Sold in Pharmacy . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2,461,240

Rents and Leases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 1,003,226

Depreciation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 1,333,897

Donated Goods and Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 1,400,029

Other Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 7,103,329

Total Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 44,958,965

Excess of Revenues Over Expenses . . . . . . . . . . . .$ (1,292,131)

FEDERALCLIENT/INSURANCEBROOMFIELD COUNTY & OTHER LOCAL GOV’T

BOULDER COUNTYCOLORADO

DOLL

ARS I

N M

ILLI

ONS

18

16

14

12

10

8

6

4

2

0

2012

2013

2014

2015

2016

REVENUE — FISCAL YEAR ENDED 6/30/2016

FEDERALCLIENT/INSURANCEBROOMFIELD COUNTY & OTHER LOCAL GOV’T

BOULDER COUNTYCOLORADO

DOLL

ARS I

N M

ILLI

ONS

18

16

14

12

10

8

6

4

2

0

2012

2013

2014

2015

2016

Medicaid 55%

Boulder County 16%

State of Colorado 8%

Other Sources 6%Broomfield County & other local gov’t 5%Contributions, donated goods & services 4%

Federal grants 3%

Commercial insuranceClient fees & Medicare 3%

Medicaid 55%

Boulder County 16%

State of Colorado 8%

Other Sources 6%Broomfield County & other local gov’t 5%Contributions, donated goods & services 4%

Federal grants 3%

Commercial insuranceClient fees & Medicare 3%

55%

16%3%

4%

8%

5%6%

3%

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Male

46%Female

47%

6%2%2%

11%

16%63%

Age Groups0-5 2%

6-11 6%

12-17 16%

18-59 63%

60+ 11%

Unreported 2%

Unreported 7%

During 2016, Samantha Mangum, MHP clinical case manager and amateur mountaineer, conceived and led a campaign to raise $50,000 in philanthropic support to reduce the stigma of mental illness in our communities. Sam dedicated her planned ascent of Aconcagua, the highest peak in the Americas at 22,841-feet, as the campaign’s symbolic focus. Thus, the “Aconcagua Challenge: Rise Above Stigma.”

Sam explains her motivation and the importance of community this way: “I love to climb simply because the higher I go, the smaller things get. It changes one’s perspective on obstacles. The goal of everyone involved in the campaign is to raise the awareness of mental health higher, in hopes of making the stigma around it smaller.”

Ultimately, more than 200 individual donors contributed $52,620 to support community education and client wellness programs at Mental Health Partners, surpassing the $50,000 goal just hours before Sam and a team of four climbers successfully reached the summit of the highest peak in the world outside of the Himalayas, 17 days into their trek. As a result of the funds raised, MHP can provide more wellness programs focused on developing lifestyles congruent with good health, including hiking, yoga, cooking and art. MHP will also provide more education programs for the community on topics like Mental Health First Aid, suicide prevention, depression, substance use and trauma.

“My job is to help the people I work with integrate into the community,” Sam says. “In order to achieve that, they have to feel accepted, without being judged, as if their mental illness was a personal failure. We know this occurs, because it is estimated that as many as 30,000 residents of Boulder and Broomfi eld counties have untreated mental health issues. If we can raise awareness and reduce stigma, more of those people are likely to seek and receive help. It starts with a conversation.”

Despite strong winds, sub-zero temperatures and oxygen-rare air, Sam called via satellite phone from the Aconcagua summit to report that she had planted the “Rise Above Stigma” pennant she carried from Boulder, leaving a testament for mental health on this highest piece of ground in the western hemisphere.

can raise awareness and reduce stigma, more of those people are likely to seek and receive help. It

Despite strong winds, sub-zero temperatures and oxygen-rare

testament for mental health on this highest piece of ground in

RISE ABOVE STIGMA CAMPAIGN SURPASSES GOAL

CALENDAR YEAR 2016 DEMOGRAPHICS

NUMBER OF CLIENTS WHO RECEIVED CLINICAL CARE IN 2016

21,149

Boulder

35%Unreported

8%Broomfi eld

6%Lafayette

7%Other Citiesin Boulder

County

18%

Longmont

26%

City of Residence

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Why We Give

CLIENT PROFILE

DONOR PROFILE

Kathy Hungate As Kathy explains, “Two things about being involved with MHP inspire and strike me continuously: one, the courage with which clients walk their journey to wellness (sometimes minute-by-minute) each and every day; and two, the humanity and dignity with which each member client is regarded and treated by every Mental Health Partners staff person.”

Randy Hungate Randy adds, “Our own families of origin would have benefitted so greatly from even just the language with which to talk about the mental illness in our families; what a difference the comprehensive integrated services MHP offers might have made then. We know we are not unusual in that regard—in one way or another, we are all touched by mental illness.”

Kathy and Randy Hungate re-located to Boulder County in 2014 to be near their adult daughters’ families. They were introduced to Mental Health Partners by their real estate agent and became generous donors and volunteers almost immediately.

Progress to WellnessSarah started using methamphetamine more than a decade ago to self-medicate symptoms related to trauma and various physical ailments. More than physical pain management, Sarah attributes her substance use to growing up in a family of users that initiated her own use and caused the trauma, and modeled unhealthy decision-making and relationship dynamics in her adult life.

“I’m definitely a product of my environment, not realizing it was a bad environment until recently. I didn’t have any trust and was emotionally distant. Honesty was not part of my world,” Sarah explains. She acknowledges drug use and illegal activity that eventually resulted in severe consequences for herself and her children.

Landing back on probation and in the Adult Integrated Treatment Court (AITC) program became a transformational opportunity. “Had I known what treatment would have been like a long time ago, I would have come.”

Since beginning MHP’s Transitional Residential Treatment (TRT), Sarah has seen a dramatic change in her life. With a newfound awareness of her body due to sobriety, Sarah has taken major initiatives to improve her physical health. She had her teeth fixed to increase her self-esteem, began

healthy eating, practicing yoga and working tirelessly with doctors to treat her sleep apnea.

“I have had to learn to trust my drug court team and it is scary. It triggers fears of rejection, abandonment and vulnerability. But, I know they have my best interest in mind.”

TRT clients are required to have a paying job, participate in residential chores (cooking and cleaning), and engage in a minimum of one individual and four group therapy sessions per week as part of the program requirements.

Sarah’s entrepreneurialism and community support led her to begin selling books through Amazon.com. The business venture serves as a source of income that also accommodates Sarah’s inability to work on her feet for extended periods of time. This role has also taught Sarah valuable computer, financial management and administrative skills.

“The TRT staff have geared my program around me and my needs, have helped me learn to advocate for myself and figure out what my needs are. They have been supportive in helping me figure out my own way.”

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Mental Health Partners is an independent nonprofit organization formed in 1962 that provides comprehensive behavioral health and wellness services in Boulder and Broomfield counties in Colorado.

Our services include diagnosis and treatment for children and families, adult outpatient services, older adult specialized services, substance use disorder treatment, crisis intervention services, school-based services, peer support, wellness education and employment development. We serve all ages, from infants to seniors.

MHP is governed by a volunteer board of directors and maintains an annual budget of $51 million. MHP employs more than 550 mental health and administrative professionals and engages more than 125 trained volunteers. We partner with multiple community organizations, healthcare providers, schools and human service agencies.

Charitable contributions provide direct support for programs and services that help more than 25,000 individuals annually.

ABOUT MENTAL HEALTH PARTNERS

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INNOVATIVE FACILITIES• See list of locations on back cover

ADVANCED PRACTICES & SERVICES• Child & Family and Adult Services• Crisis Intervention• Withdrawal Management & Substance Use Care• Early Diversion, Get Engaged (EDGE)• Trauma & Sexual Assault Counseling & Support

WELLNESS ENRICHMENT• Physical Well-Being• Supportive Housing• Psychosocial Rehabilitation• Creative & Spiritual Support• Vocational & Employment Support

COMMUNITY ENGAGEMENT• School-Based Prevention & Intervention• Community Infant Program and Senior Peer Counseling• Partnership for Active Community Engagement (PACE)• Mental Health First Aid Training• Campaign to Rise Above Stigma

Designed by Lotus Design

Executive Team left to right: Bill Myers, Lisa Potter, Pat Mansfield, Vicki Rodgers, Fred Michel, Dixie Casford, Kelly Phillips-Henry, Jennifer Leosz Marriott, Linda LaGanga, Kathy O’Neal, Matt Meyer

PRIMARY LOCATIONS:

1000 Alpine Ave., Boulder, CO 80304

975 North St., Boulder, CO 80304

3180 Airport Rd., Boulder, CO 80301

1333 Iris Ave., Boulder, CO 80304

100 Spader Way, Broomfield, CO 80020

1455 Dixon Ave., Lafayette, CO 80026

529 Coffman, Longmont, CO 80501

834 S. Sherman St., Longmont, CO 80501

CONTACTS:

For services: 303-443-8500

Emergencies: Call 911 or 1-844-493-TALK (8255)

Or text TALK to 38255

Rape Crisis Information Hotline: 303-443-7300

www.mhpcolorado.org

2016 EXECUTIVE TEAMKelly Phillips-Henry, PsyD, MBAChief Executive Officer

Dixie Casford, LPC, MBAVice President, Acute Care

Linda LaGanga, PhDVice President of Quality & Informatics

Pat MansfieldAssistant to the CEO and Board of Directors

Jennifer Leosz Marriott, MSW, BA, LCSWVice President, Client Care

Matthew Meyer, PhDChief Strategy Officer

Fred Michel, MDChief Medical Officer

Bill MyersChief Community Engagement Officer

Kathy O’Neal, BBA, SHRM-SCPVice President, Talent Management

Lisa Potter, MBA, MSChief Financial Officer

Vicki Rodgers, MS, LPCChief Operating and Corporate Integrity Officer

2016 BOARD OF DIRECTORSRoxanne Bailin, Chair as of 10/15Retired Chief Judge

Nicole Collins, Chair through 9/15Attorney

Raquel Hinman, Chair ElectFinancial Advisor

Molly Wittenberg, TreasurerPrescriptive Solutions Group

Sandy Cavanaugh-Douglass, SecretarySCL Good Samaritan Hospital

Christina Pacheco SimsCity of Longmont

Hans WiikHans Wiik Health Group

John LitchfieldBoulder Community Health

Leanne WojtanekHospitality

Sandy GuidicelliCity of Longmont

Seth PattersonPatterson & Company

Shawn BleamBoulder County

Susan MarineCommunity Activist, Retired Sociologist

Valerie LipetzBoulder Community Health