Marc Community Resources Inc.

“The Organizations Bylaws and Articles of Incorporation were amended to establish COPA Health, Inc. COPA to be the Sole Member of Marc Community Resources, Inc MCR. At all times, the Directors and Officers of COPA will be the Directors and Officers of MCR. Additionally, MCR assigned COPA the control of its related subsidiaries Partners in Recovery, LLC, Village at Oasis Park Phase 1, Village at Oasis Park Phase 2, Advocates for the Disabled, and The Marc Foundation.”

“COPA Health, Inc. is the sole member of the filing organization and COPA Health, Inc. appoints the board members to serve on the filing organizations board.”

“The following acts require approval from the Membership Body 1 Amendments to the Organizations Bylaws, and 2 Borrowing money from any lender.”

“Copies of the 990 and all related schedules are sent to the Board of Directors for review after being reviewed and approved by the audit committee. Any questions the Board might have are directed back to the Chief Financial Officer. The 990 is then discussed at a full board meeting and approved by the Board of Directors.”

“Enforcing agency policy on conflicts of interest is the responsibility of Marc Community Resources audit committee. This committee dedicates one meeting per year to 1 Ensure all conflict of interest statements have been received, 2 Ensure conflicts are fully understood and implications discussed and disposition agreed upon, 3 Ensure that board members with conflicts, if any, follow policy with respect to voting on matters that they may have a conflict with, and 4 Recommend enhancements to existing forms, policies, and training related to conflicts of interest.”

“Each year, the Board approves performance goals for the CEO based primarily on the Board approved strategic plan. At the end of the year, the board chair completes a performance evaluation. The board of directors maintains a compensation committee to determine CEO compensation. Periodically, the organization contracts with an independent organization to conduct a formal compensation study to provide the compensation committee with benchmark data for the CEO and other certain other officer positions and provide independent assurance that compensation is reasonable based on IRS guidelines. GuideStar Compensation Studies are also used from time to time. All components of comprehensive compensation for the CEO, including bonuses to the CEO or officers are approved by the board prior to payments being disbursed.”

“The Organization will provide in a timely manner, copies of all policies, procedures, annual financial audits and Forms 990 when requested in writing or in person.”

“Program Service Expenses 5,606,334, Grants and allocations 0, Revenue 4,528,548 Day Programs Community Day Services CDS Programs served 175 members with intellectual developmental disabilities. CDS programs help keep the family unit intact by allowing parents to work while their child participates in meaningful day activities focusing on living skills, socialization community integration. 100 of individuals served were satisfied with services 98 of service participants expressed that services met or exceeded their expectations. With so many members unable to participate in person due to the pandemic, CDS programs introduced telehealth to provide music therapy, Zumba classes, story sharing, art non-bake cooking classes. Our behavioral health day programs Villages served 367 members. The Villages have been successful in assisting members in their personal recovery process through an integrated services package in which members are provided with opportunities to be actively involved in determining their learning, working recreational activities. Our Villages remained open all during COVID providing our members a safe environment.”

“Program Service Expenses 1,604,601, Grants and allocations 0, Revenue 1,423,395 Outpatient clinic. Marc Community Resources served 1,135 individuals with serious mental illness and general mental health and substance use challenges in its Florian and 7th Street outpatient treatment Center focused on a number of evidenced-based counseling modalities including EMDR, DBT, CET and Applied Behavior Analysis. These therapies are known to effectively address symptoms of trauma, anxiety, depression and significant maladaptive behaviors that are barriers to employment, relationships and activities of daily living.”

“Program Service Expenses 217,558, Grants and allocations 0, Revenue 205,722 Other Housing. Marc Community Resources received homes from the City of Mesa associated with the Federal Neighborhood Stabilization Project. These homes are rented out to qualifying low income tenants.”

“Program Service Expenses 2,324,590, Grants and allocations 2,324,590, Revenue 1,335,960 Revenue from cost reimbursements and technical agreements with subsidiaries that are under the common control of Marc Community Resources. The related reimbursed expenses are reported as Administrative expenses on the statement of functional expenses, in agreement with the audited financial statements. Additionally, Marc Community Resources utilizes its infrastructure in-place to offer minor maintenance projects to similarly situated 501 c3 organizations and went through a restructure with COPA Health Inc. towards the end of the fiscal year.”

“323,340 Unrealized loss on the swap to fix variable interest debt.”

“Other Change in Net Assets 1,962,128 2,010 K-1 passthrough net loss tax-to-book adjustment Equity method income of Subsidiary for FY20 of 364,351 and FY19 of 1,593,836 and 1,931 difference between bad debt accrued and write offs.”

“The board of directors has a Risk and Audit Committee that is tasked to oversee the consolidated financial statement audit and select the independent auditor.”