The Narbha Institute
Donations deductibleRevenue
$9.1m
year to 30 September 2025
Expenses
$14.6m
year to 30 September 2025
Total assets
$73.1m
$1.9m liabilities
Net assets
$71.3m
assets less liabilities
Directors and trustees
6
6.1 years on average
Staff
12
employees, year to 30 September 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
11
named in Part VII
The Narbha Institute's network
6 people2 organisationsi6 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Celeste Irons | Director Thru 8/10/2023 | 2018 | 8 yrs |
| James Dykes (also filed as Jim Dykes) | Director & VP 01/2020 | 2018 | 8 yrs |
| Linda Buchanan | Director Started 4/8/2024 | 2024 | 2 yrs |
| Mary JO Gregory | President & CEO | 2018 | 8 yrs |
| Michael Loven | Company secretary | 2023 | 3 yrs |
| Vincent Berkley | Treasurer | 2021 | 5 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Denise Taylor | Director of Financial Operations | since 2023 |
| Devon Forrest | Tni Director of Support SVS | since 2021 |
| Eric Marcus | Chief Operating Officer | since 2019 |
| James Cook | CFO | 2018 |
| Jon Perez | VP WNC Livable Communities | since 2021 |
| Judith Marfechuk | Controller | since 2018 |
| Lauren Lauder | VP Patient Svcs | since 2020 |
| Mark Carroll | Chief Health Officer | since 2018 |
| Michael Kuzmin | Tni-CFO | since 2019 |
| Nathan Jones | Legal Counsel | since 2018 |
| Teresa Bertsch | VP Medical Affairs | since 2020 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Mary Jo Gregory | President & CEO | 37 | $868k | $29k | |
| Teresa Bertsch | CMO | 28 | $479k | $33k | |
| Michael Kuzmin | CFO | 20 | $379k | $25k | |
| Devon Forrest | VP Community Services | 4 | $283k | ||
| Nathan Jones | General Counsel | 20 | $276k | $15k | |
| Shawn Nau | Executive VP & COO (Beg. 4.22.24) | 40 | $273k | $21k | |
| Jon Perez | Chief Program Officer | 39 | $229k | $1k | |
| Denise Taylor | Director of Financial Oper | 30 | $124k | $18k | |
| Vincent Berkley | Treasurer | 1 | $54k | ||
| James Dykes | Director & VP | 2 | $24k | ||
| Michael Loven | Secretary | 1 | $18k | ||
| Linda Buchanan | Director | 1 | $8k |
About
- Legal name
- The Narbha Institute
- EIN
- 866037149
- Address
- 616 N Beaver St, Flagstaff, AZ, 86001-3012
- State
- Arizona
- 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. (as filed on the Form 990)
- Activity (NTEE)
- V23Z Social science research
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Social Science
- Size band
- 9 (IRS master file code)
- Formed
- 1967
- Principal officer
- Shawn Nau (as named on the Form 990)
- IRS ruling date
- 1 March 1968
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedSUSTAINABLE SCHOOL CURRICULUM AWARDSCoconino County Sustainable Economic Development InitiativeRelatedBEHAVIORAL HEALTH SERVICESThe Guidance Center Inc
Longest observed on the filings
≥8years on the filingsCeleste Irons
≥8years on the filingsJames Dykes
≥8years on the filingsMary JO Gregory
≥5years on the filingsVincent Berkley
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $73.1m
- Total liabilities
- $1.9m
- Net assets or fund balances
- $71.3m
- Contributions and grants received
- $1.3m
- Program service revenue
- $7.2m
- Grants and similar paid out
- $7.1m
- Employees
- 12
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $11.2m | $14.5m | Deficit $3.4m |
As filed on the IRS Form 990. US dollars.