SMA HEALTHCARE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SMA HEALTHCARE INC (EIN 59-0976866)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-17
- IRS object ID
- 202411089349300506
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-17T07:39:15-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593204548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & COPL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 EXECUTIVE CIRCLE | AddressLine1Txt |
| City | DAYTONA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 321141180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590976866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMA HEALTHCARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAH | BusinessNameControlTxt |
| Phone | 3862363200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MAGNOLIA AVE | AddressLine1Txt |
| City | DAYTONA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 321144304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVAN COSIMI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3862363200 | PhoneNum |
| Signature | 2024-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IVAN | PersonFirstNm |
| Person Last | COSIMI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A HALLERAN | PreparerPersonNm |
| PTIN | P00005496 | PTIN |
| Phone | 3862574100 | PhoneNum |
| Preparation | 2024-04-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | IVAN COSIMI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MAGNOLIA AVE | AddressLine1Txt |
| City | DAYTONA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 321144304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $82,760,840 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SMAHEALTHCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 1330 | TotalEmployeeCnt |
| Total Volunteers | 46 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $75,729,575 | PYContributionsGrantsAmt |
| CY Contributions Grants | $56,343,825 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,840,132 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,891,694 | CYProgramServiceRevenueAmt |
| PY Investment Income | $318,273 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,389,503 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $56,701 | CYOtherRevenueAmt |
| PY Total Revenue | $95,887,980 | PYTotalRevenueAmt |
| CY Total Revenue | $81,681,723 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,654,204 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $54,578,022 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,586,062 | PYOtherExpensesAmt |
| CY Other Expenses | $23,996,208 | CYOtherExpensesAmt |
| PY Total Expenses | $72,240,266 | PYTotalExpensesAmt |
| CY Total Expenses | $78,574,230 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,647,714 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,107,493 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,921,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,321,515 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,487,072 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,361,787 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,434,071 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,959,728 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRANSFORMING LIVES THROUGH HOPE AND HEALING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,833,179 | ExpenseAmt |
| Revenue | $2,260,808 | RevenueAmt |
| Desc | RESIDENTIAL - SMA PROVIDES RESIDENTIAL, GENDER-SPECIFIC PROGRAMS FOR VOLUNTARY OR INVOLUNTARY INDIVIDUALS WHOSE SUBSTANCE ABUSE/CO-OCCURRING DISORDERS CANNOT BE ADDRESSED IN A LESS RESTRICTIVE SETTING. RESIDENTIAL PROGRAMS RANGE FROM 4 WEEKS TO 6 MONTHS IN DURATION DEPENDING ON THE INDIVIDUALIZED NEEDS OF THE CLIENT. PSYCHIATRIC EVALUATION AND THE MANAGEMENT OF PSYCHOTROPIC MEDICATIONS ARE PROVIDED IN ADDITION TO THERAPEUTIC INTERACTION. PROJECT WARM, A COMPREHENSIVE SUBSTANCE ABUSE RESIDENTIAL TREATMENT PROGRAM PROVIDING SERVICES FOR PREGNANT AND POSTPARTUM WOMEN AND THEIR CHILDREN AGE 5 AND UNDER, SERVED 319 WOMEN DURING THE FISCAL YEAR. A TOTAL OF 7 DRUG-FREE BABIES WERE BORN AT PROJECT WARM DURING THE SAME PERIOD.THE REALITY HOUSE WORK RELEASE PROGRAMS ALLOW SELECTED DOC INMATES TO WORK AT PAID EMPLOYMENT IN THE COMMUNITY DURING THE LAST MONTHS OF THEIR CONFINEMENT. CLIENTS SERVED IN THIS PROGRAM DURING THE FISCAL YEAR TOTALED 279.THE RESIDENTIAL ADOLESCENT PROGRAM (RAP) SERVES SUBSTANCE DEPENDENT YOUTH UTILIZING INDIVIDUAL, GROUP AND FAMILY INTERVENTIONS. THE PROGRAM IS STAFFED BY LICENSED AND CERTIFIED CLINICAL AND NURSING STAFF, CASE MANAGERS AND YOUTH SPECIALISTS WITH PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT AVAILABLE. EDUCATION SERVICES ARE PROVIDED BY VOLUSIA COUNTY SCHOOLS. THE RAP PROGRAM SERVED 45 YOUTH AND THEIR FAMILIES DURING THE FISCAL YEAR.TARGETED YOUTH SERVICES CONSISTS OF FOUR PROGRAMS: SERVICE MANAGEMENT, BEACH HOUSE, FIGHTING FAIR FOR FAMILIES AND SAFE PLACE THAT WORK IN CONJUNCTION WITH ONE ANOTHER TO REACH AS MANY YOUTH EXPERIENCING DIFFICULTIES AT SCHOOL AND AT HOME AS POSSIBLE. THE SERVICE MANAGEMENT AND FIGHTING FAIR FOR FAMILIES COMPONENTS WORK WITH YOUTH, THEIR FAMILIES AND THE SCHOOLS. SAFE PLACE AND BEACH HOUSE, WHICH IS A SHORT-TERM RESIDENTIAL PROGRAM, BRING YOUTH OFF THE STREETS AND PROVIDE SHELTER, MEALS, GROUP COUNSELING, EDUCATIONAL GROUPS, INDIVIDUAL AND FAMILY THERAPY. THE TARGETED YOUTH SERVICES CONTINUUM PROVIDED SERVICES TO 142 YOUTH AND THEIR FAMILIES DURING THE FISCAL YEAR.THE DELAND MEN'S RESIDENTIAL PROGRAM (DMRT) IS A 54-BED MEN'S SUBSTANCE ABUSE TREATMENT PROGRAM ACCEPTING BOTH VOLUNTARY AND INVOLUNTARY CLIENTS WITH A PRIMARY FOCUS ON SUBSTANCE ABUSE DISORDERS BUT ALSO DESIGNED TO EFFECTIVELY MANAGE CO-OCCURRING MENTAL HEALTH ISSUES. DRMT PROVIDES A STRUCTURED ATMOSPHERE, PROMOTING SELF-AWARENESS THROUGH INDIVIDUAL, GROUP, COMMUNITY-BASED THERAPY AND PSYCHIATRIC INTERVENTION. DMRT SERVED 209 CLIENTS DURING THE FISCAL YEAR.SHELTER CARE (MARION) IS A 12-BED UNIT THAT PROVIDES RESPITE CARE FOR YOUTH WHO ARE 10-17 YEARS OLD. THE AVERAGE LENGTH OF STAY IS 14 DAYS. REFERRALS ARE RECEIVED FROM THE COMMUNITY AND FROM THE CHILD WELFARE SYSTEM OF CARE. A TOTAL OF 41 YOUTH WERE SERVED DURING THE FISCAL YEAR.WESTSIDE RESIDENTIAL SERVICES (MARION) INCLUDING BOTH BEACON POINT AND AIRPORT ROAD LOCATIONS, HAVE RESIDENTIAL TREATMENT FACILITIES FOR INDIVIDUALS EXHIBITING SYMPTOMS OF DRUG AND ALCOHOL MISUSE, WESTSIDE HOUSES 32 MALE BEDS AND 24 FEMALE BEDS AND BEACON POINT HAS 10 UNISEX BEDS. THERE IS A VERY STRUCTURED DAILY SCHEDULE INCLUDING INDIVIDUAL COUNSELING, GROUP COUNSELING, AND RECREATIONAL ACTIVITIES. THE AVERAGE LENGTH OF STAY AT WESTSIDE IS 1-4 MONTHS. REFERRALS ARE RECEIVED FROM THE COMMUNITY AND THE JUDICIAL SYSTEM. 228 ADULTS WERE SERVED DURING THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,907,805 | ExpenseAmt |
| Revenue | $3,065,858 | RevenueAmt |
| Desc | PHARMACY - SMA'S PHARMACY FILLED 35,082 PRESCRIPTIONS DURING THE FISCAL YEAR. PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS TO OUR OUTPATIENT CLIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,387,530 | ExpenseAmt |
| Revenue | $2,762,014 | RevenueAmt |
| Desc | MEDICATION MANAGEMENT SERVICES - THE PHYSICIAN SERVICES MEDICATION OUTPATIENT PROGRAM HAS CLINICS OPERATING IN VOLUSIA, FLAGLER, PUTNAM, ST JOHNS AND MARION COUNTIES AND PROVIDE MEDICAL AND CLINICAL SUPPORT SERVICES TO INDIVIDUALS WITH SEVERE AND PERSISTENT MENTAL ILLNESS AND CO-OCCURRING DISORDERS. TEAMS COMPRISED OF ADVANCED REGISTERED NURSE PRACTITIONERS, NURSES, THERAPISTS, CASE MANAGERS AND LIFE SKILLS COACHES PROVIDE PSYCHIATRIC EVALUATIONS, TREATMENT PLANNING, MEDICATION MANAGEMENT, NURSING SERVICES, THERAPY AND TARGETED CASE MANAGEMENT. DURING THE FISCAL YEAR MEDICAL OUTPATIENT SERVICES WERE PROVIDED TO 10,246 CLIENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $42,845,617 | ExpenseAmt |
| Revenue | $15,803,014 | RevenueAmt |
| Desc | THE ORGANIZATIONS OTHER PROGRAM SERVICES INCLUDE: ASSESSMENT, CRISIS SUPPORT, CRISIS STABILIZATION, INTERVENTION, OUTPATIENT, FACT TEAM, CASE MANAGEMENT TEAMS, RESIDENTIAL LEVEL 1, RESIDENTIAL DETOX, PREVENTION, SUPPORTED EMPLOYMENT, SHELTERED WORKSHOP, OVERLAY, DROP IN CENTER, PRIMARY CARE (A RECOGNIZED LOOK-ALIKE, FEDERALLY QUALIFIED HEALTH CENTER). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $42,845,617 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $15,803,014 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $69,974,131 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1330 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA SCHWEIZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3862361683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MAGNOLIA AVE | AddressLine1Txt |
| City | DAYTONA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 321144304 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| TED SERBOUSEK | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE EAST | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE ALLEN | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JACK C FISHER | |||||||||
| IMMEDIATE PAST CHAIRMAN OF | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHY HEIGHTER | |||||||||
| BOARD MEMBER - START 3/1/23 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LORETHA TOLBERT-RICH | |||||||||
| BOARD MEMBER - START 3/1/23 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDRE FLEMING | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AUSTIN BROWNLEE | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HEIDI PETITO | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY NORMAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSARIA UPCHURCH | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALVIN JACKSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SALMAN AHMED | |||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BENJIE BATES | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE SHANAHAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| R BROOKS CASEY | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CONNIE RITCHEY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN REID | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE JOHNSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE MARTIN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES ROSE | |||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HOWARD STANGE | |||||||||
| BOARD MEMBER - END 10/31/22 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN HENDERSON | |||||||||
| BOARD MEMBER - END 10/31/22 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX DOBERSTEIN | |||||||||
| BOARD MEMBER - END 10/31/22 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SNYDER | |||||||||
| BOARD MEMBER - END 10/31/22 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IVAN COSIMI | |||||||||
| CEO | 40.00 | 0.00 | $234,119 | $0 | $23,717 | Yes (X) | |||
| RICH CURLEY | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 0.00 | $149,076 | $0 | $20,338 | Yes (X) | |||
| KELLY MELLICHAMPE | |||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | 0.00 | $128,503 | $0 | $17,551 | Yes (X) | |||
| NICOLE J SHARBONO | |||||||||
| COO | 40.00 | 0.00 | $128,064 | $0 | $15,546 | Yes (X) | |||
| ANDREA SCHWEIZER | |||||||||
| CFO | 40.00 | 0.00 | $94,765 | $0 | $8,169 | Yes (X) | |||
| YUSEF A CANAAN | |||||||||
| CHIEF MEDICAL OFFICER | 40.00 | 0.00 | $223,715 | $0 | $4,830 | Yes (X) | |||
| GUY R CZAYKOWSKY | |||||||||
| PSYCHIATRIST | 32.00 | 0.00 | $272,231 | $0 | $25,658 | Yes (X) | |||
| KIMBERLY ROGER | |||||||||
| APRN | 40.00 | 0.00 | $164,971 | $0 | $18,325 | Yes (X) | |||
| DEBRA M ESTES | |||||||||
| APRN | 40.00 | 0.00 | $162,870 | $0 | $9,851 | Yes (X) | |||
| ERIC J HORST | |||||||||
| DIRECTOR - FINANCIAL OPERATIONS | 40.00 | 0.00 | $152,923 | $0 | $19,573 | Yes (X) | |||
| RHONDA M HARVEY | |||||||||
| DIRECTOR - EXTERNAL AFFAIRS | 40.00 | 0.00 | $163,499 | $0 | $18,696 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,874,736 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $182,254 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXECUTIVE BUILDING SERVICES | |||||
| 616 RIDGE BLVD | SOUTH DAYTONA | FL | 32119 | COMMERCIAL CLEANING SERVICES | $1,101,634 |
| AFFORDABLE ROOFING & CONSTRUCTION | |||||
| 180 FARRIER PASS | NEW SMYRNA BEACH | FL | 32168 | ROOFING | $211,730 |
| BIG D ROOFING | |||||
| 3145 NE 36TH AVENUE | OCALA | FL | 34479 | ROOFING | $179,949 |
| HD FLOORING | |||||
| 1575 AVIATION CENTER PKWY SUITE 52 | DAYTONA BEACH | FL | 32114 | FLOORING | $159,732 |
| ALICIA CARDEN | |||||
| 2412 CHATEAU LOOP | KISSIMMEE | FL | 34741 | ARNP SERVICES | $124,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $99,500 | FederatedCampaignsAmt |
| Related Organizations | $385,320 | RelatedOrganizationsAmt |
| Government Grants | $55,312,304 | GovernmentGrantsAmt |
| All Other Contributions | $546,701 | AllOtherContributionsAmt |
| Noncash Contributions | $651,978 | NoncashContributionsAmt |
| Total Contributions | $56,343,825 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE AND MEDICAID | 623990 | $9,427,674 | $9,427,674 |
| CLIENT FEES & INSUR. REIMBURSEMEN | 623990 | $5,573,346 | $5,573,346 |
| CONTRACTS | 623990 | $5,120,077 | $5,120,077 |
| PHARMACY | 623990 | $3,065,858 | $3,065,858 |
| OTHER PROGRAM REVENUE | 623990 | $704,739 | $704,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,891,694 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,019 | TotalRevenueColumnAmt |
| Exclusion | $298,019 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $56,701 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $56,701 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,701 | TotalRevenueColumnAmt |
| Exclusion | $56,701 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $878,765 | SecuritiesAmt |
| Other | $1,291,836 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $980,839 | SecuritiesAmt |
| Other | $98,278 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$102,074 | SecuritiesAmt |
| Other | $1,193,558 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,091,484 | TotalRevenueColumnAmt |
| Exclusion | $1,091,484 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,681,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,891,694 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,446,204 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,332,389 | TotalAmt |
| Program Services | $529,684 | ProgramServicesAmt |
| Management And General | $802,705 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,426,502 | TotalAmt |
| Program Services | $38,276,579 | ProgramServicesAmt |
| Management And General | $6,149,923 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,601 | TotalAmt |
| Program Services | $679,271 | ProgramServicesAmt |
| Management And General | $179,330 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,584,947 | TotalAmt |
| Program Services | $3,790,668 | ProgramServicesAmt |
| Management And General | $794,279 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,375,583 | TotalAmt |
| Program Services | $2,861,114 | ProgramServicesAmt |
| Management And General | $514,469 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,992 | TotalAmt |
| Management And General | $213,992 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,802 | TotalAmt |
| Program Services | $36,802 | ProgramServicesAmt |
| Management And General | $96,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,072 | TotalAmt |
| Management And General | $66,072 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,687,558 | TotalAmt |
| Program Services | $1,453,796 | ProgramServicesAmt |
| Management And General | $233,762 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,827 | TotalAmt |
| Program Services | $7,025 | ProgramServicesAmt |
| Management And General | $86,802 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,978 | TotalAmt |
| Program Services | $594,151 | ProgramServicesAmt |
| Management And General | $573,827 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,247 | TotalAmt |
| Program Services | $629,105 | ProgramServicesAmt |
| Management And General | $590,142 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,941,649 | TotalAmt |
| Program Services | $4,254,002 | ProgramServicesAmt |
| Management And General | $687,647 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,545 | TotalAmt |
| Program Services | $259,823 | ProgramServicesAmt |
| Management And General | $119,722 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,681 | TotalAmt |
| Program Services | $10,902 | ProgramServicesAmt |
| Management And General | $109,779 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,379,731 | TotalAmt |
| Program Services | $1,633,943 | ProgramServicesAmt |
| Management And General | $745,788 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,884,479 | TotalAmt |
| Program Services | $1,549,037 | ProgramServicesAmt |
| Management And General | $335,442 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ALLOCATION OF INDIRECT | $0 | $4,152,042 | -$4,152,042 |
| MEDICAL & PHARMACY | $3,808,915 | $3,808,597 | $318 |
| EQUIPMENT COSTS | $1,872,230 | $1,430,892 | $441,338 |
| CLIENT PROGRAMS & SERVI | $1,648,081 | $1,647,010 | $1,071 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,379,421 | TotalAmt |
| Program Services | $2,369,688 | ProgramServicesAmt |
| Management And General | $9,733 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,574,230 | TotalAmt |
| Program Services | $69,974,131 | ProgramServicesAmt |
| Management And General | $8,600,099 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,046,613 | BOYAmt |
| EOY | $11,840,117 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,312 | BOYAmt |
| EOY | $511,459 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,232,103 | BOYAmt |
| EOY | $10,266,383 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,219,162 | BOYAmt |
| EOY | $3,243,779 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,420 | BOYAmt |
| EOY | $480,819 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,813 | BOYAmt |
| EOY | $362,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,050,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,704,905 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,389,703 | BOYAmt |
| EOY | $31,345,973 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,795,344 | BOYAmt |
| EOY | $6,607,765 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,152,650 | BOYAmt |
| EOY | $7,280,023 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,023 | BOYAmt |
| EOY | $3,382,782 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,921,143 | BOYAmt |
| EOY | $75,321,515 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,750,890 | BOYAmt |
| EOY | $8,291,930 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,416 | BOYAmt |
| EOY | $195,670 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,854,731 | BOYAmt |
| EOY | $5,669,191 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,656,035 | BOYAmt |
| EOY | $2,204,996 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,487,072 | BOYAmt |
| EOY | $16,361,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,281,421 | BOYAmt |
| EOY | $51,679,705 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,152,650 | BOYAmt |
| EOY | $7,280,023 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,434,071 | BOYAmt |
| EOY | $58,959,728 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,921,143 | BOYAmt |
| EOY | $75,321,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,107,493 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $290,791 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,127,373 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,228,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,005,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,767,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,729,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,343,825 | CurrentTaxYearAmt |
| Total | $258,074,835 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,228,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,005,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,767,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,729,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,343,825 | CurrentTaxYearAmt |
| Total | $258,074,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $258,074,835 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $224,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $298,019 | CurrentTaxYearAmt |
| Total | $1,045,461 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $259,120,296 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $85,065,016 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $66,072 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $66,072 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LEGISLATIVE REPRESENTATIVE - A LAW FIRM HAS BEEN HIRED TO PROTECT THE INTERESTS OF THE BEHAVIORAL HEALTH INDUSTRY WITH THE FLORIDA LEGISLATURE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,634,253 | OtherCostOrOtherBasisAmt |
| Book Value | $3,634,253 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,620,423 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,863,993 | DepreciationAmt |
| Book Value | $25,756,430 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $442,321 | OtherCostOrOtherBasisAmt |
| Depreciation | $277,748 | DepreciationAmt |
| Book Value | $164,573 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,938,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,939,404 | DepreciationAmt |
| Book Value | $999,010 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,415,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,623,760 | DepreciationAmt |
| Book Value | $791,707 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,345,973 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION | Desc |
| Book Value | $7,280,023 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,280,023 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PLAN | $66,386 |
| REFUNDABLE ADVANCES | $1,799,293 |
| FN ROU LT DEBT SMAR-SMA | $131,112 |
| FN ROU LEASE SMA-SMA | $208,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,204,996 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $82,432,684 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $290,791 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $460,170 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $750,961 | RevenueNotReportedAmt |
| Revenue Subtotal | $81,681,723 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $81,681,723 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $79,034,400 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $460,170 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $460,170 | ExpensesNotReportedAmt |
| Expenses Subtotal | $78,574,230 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,574,230 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION IS THE ASSIGNED REPRESENTATIVE PAYEE BY SOCIAL SECURITY ADMINISTRATION FOR SOME OF OUR CLIENTS. WE RECEIVE THEIR MONTHLY PAYMENTS AND THEN WORK WITH CASE MANAGERS TO ASSURE THAT THEIR BILLS ARE PAID. |
| PART X, LINE 2: | MANAGEMENT OF THE ORGANIZATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE ORGANIZATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE ORGANIZATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GUY R CZAYKOWSKY | ||||||||||||||
| PSYCHIATRIST | $267,731 | $0 | $4,500 | $0 | $0 | $0 | $16,415 | $0 | $9,243 | $0 | $297,889 | $0 | $0 | $0 |
| IVAN COSIMI | ||||||||||||||
| CEO | $217,119 | $0 | $17,000 | $0 | $0 | $0 | $13,966 | $0 | $9,751 | $0 | $257,836 | $0 | $0 | $0 |
| YUSEF A CANAAN | ||||||||||||||
| CHIEF MEDICAL OFFICER | $211,240 | $0 | $12,475 | $0 | $0 | $0 | $0 | $0 | $4,830 | $0 | $228,545 | $0 | $0 | $0 |
| KIMBERLY ROGER | ||||||||||||||
| APRN | $130,821 | $0 | $34,150 | $0 | $0 | $0 | $7,886 | $0 | $10,439 | $0 | $183,296 | $0 | $0 | $0 |
| RHONDA M HARVEY | ||||||||||||||
| DIRECTOR - EXTERNAL AFFAIRS | $153,499 | $0 | $10,000 | $0 | $0 | $0 | $9,453 | $0 | $9,243 | $0 | $182,195 | $0 | $0 | $0 |
| DEBRA M ESTES | ||||||||||||||
| APRN | $135,945 | $0 | $26,925 | $0 | $0 | $0 | $9,772 | $0 | $79 | $0 | $172,721 | $0 | $0 | $0 |
| ERIC J HORST | ||||||||||||||
| DIRECTOR - FINANCIAL OPERATIONS | $142,923 | $0 | $10,000 | $0 | $0 | $0 | $9,691 | $0 | $9,882 | $0 | $172,496 | $0 | $0 | $0 |
| RICH CURLEY | ||||||||||||||
| CHIEF INFORMATION OFFICER | $139,076 | $0 | $10,000 | $0 | $0 | $0 | $9,834 | $0 | $10,504 | $0 | $169,414 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEAST AUTOMOTIVE MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | >35% OWNED BY BOARD MEMBER OR FAMILY MEMBER, SEE NOTE BELOW | RelationshipDescriptionTxt |
| Transaction | $282,837 | TransactionAmt |
| Transaction | PURCHASE OF VEHICLES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, COLUMN (B): RELATIONSHIP | FormAndLineReferenceDesc |
| Explanation | BOARD MEMBER CONNIE RITCHEY'S HUSBAND IS A CO-OWNER OF SOUTHEAST AUTOMOTIVE MANAGEMENT (SAM) ALONG WITH BOARD MEMBER TED SERBOUSEK. | ExplanationTxt |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $651,978 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE BOARD'S AUDIT COMMITTEE AND THE RESULTS OF THE REVIEW ARE REPORTED TO THE FULL BOARD. EACH BOARD MEMBER RECEIVES A COPY OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION EMPLOYS A CORPORATE COMPLIANCE OFFICER. COMPLIANCE WITH ALL OF OUR POLICIES ARE MONITORED THROUGH THAT POSITION AND A COMMITTEE THAT WAS FORMED TO ENSURE WE ARE IN COMPLIANCE WITH OUR VARIOUS POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 15A | REVIEW OF THE CEO'S SALARY IS PERFORMED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER CONSIDERING THE SCOPE OF THE AGENCY AS COMPARED TO OTHER NON-PROFITS PROVIDING SIMILAR SERVICES. IN DETERMINING THE COMPENSATION THE COMMITTEE UTILIZES INFORMATION ABOUT OTHER SIMILAR ORGANIZATIONS AS WELL AS LOCAL MARKET DATA IN DETERMINING THE CEO COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS AN ENTITY FUNDED SUBSTANTIALLY WITH PUBLIC DOLLARS, SMA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE READILY AVAILABLE TO ANY MEMBER OF THE PUBLIC, UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION - IN PERPETUITY 24,030. PURPOSE RESTRICTED 1,103,343. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMA HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MAGNOLIA AVENUE | AddressLine1Txt |
| City | DAYTONA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593496645 | EIN |
| Primary Activities | FUNDRAISING IN SUPPORT OF SMA HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501 C(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12-TYPE III-FUNCTION | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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