2023-04-07T15:12:53-05:00 2022-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2021-07-01 590976866 SMA HEALTHCARE INC SMAH 3862363200 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 IVAN COSIMI CEO 3862363200 2023-04-06 1 IVAN COSIMI 999009999 JAMES A HALLERAN P00005496 3862574100 2023-04-06 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z IVAN COSIMI 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 98226949 0 X WWW.SMAHEALTHCARE.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 23 23 1296 36 0 0 41767200 75729575 14258466 19840132 230383 318273 0 0 56256049 95887980 0 0 0 0 35914815 48654204 0 0 0 18737969 23586062 54652784 72240266 1603265 23647714 41817968 67921143 9230901 13487072 32587067 54434071 X TRANSFORMING LIVES THROUGH HOPE AND HEALING. 0 0 12388342 1237201 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 6 TO 12 WEEKS 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 312 WOMEN DURING THE FISCAL YEAR. A TOTAL OF 12 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 181.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 42 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 312 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 205 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 58 YOUTH WERE SERVED DURING THE FISCAL YEAR.WESTSIDE RESIDENTIAL SERVICES (MARION) IS A RESIDENTIAL TREATMENT FACILITY WITH 32 MALE BEDS AND 24 FEMALE BEDS FOR INDIVIDUALS EXHIBITING SYMPTOMS OF DRUG AND ALCOHOL MISUSE. THERE IS A VERY STRUCTURED DAILY SCHEDULE INCLUDING INDIVIDUAL COUNSELING, GROUP COUNSELING AND RECREATIONAL ACTIVITIES. THE AVERAGE LENGTH OF STAY IS 2-4 MONTHS. REFERRALS ARE RECEIVED FROM THE COMMUNITY AND THE JUDICIAL SYSTEM. 196 ADULTS WERE SERVED DURING THE FISCAL YEAR. 4884399 2994418 PHARMACY - SMA'S PHARMACY FILLED 36,837 PRESCRIPTIONS DURING THE FISCAL YEAR. PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS TO OUR OUTPATIENT CLIENTS. 7693194 2183655 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 10,167 CLIENTS. 39382063 13424858 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, AND PRIMARY CARE. 39382063 13424858 64347998 1 1 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 53 0 1 1296 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ANDREA SCHWEIZER 3862361683 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 TED SERBOUSEK IMMEDIATE PAST CHAIRMAN OF THE BOARD 1.00 X 0 0 0 DEBBIE EAST BOARD MEMBER 1.00 X 0 0 0 DEBBIE ALLEN SECRETARY 1.00 X X 0 0 0 JACK C FISHER CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 HOWARD STANGE BOARD MEMBER 1.00 X 0 0 0 BRIAN HENDERSON BOARD MEMBER 1.00 X 0 0 0 ANDRE FLEMING BOARD MEMBER 1.00 X 0 0 0 AUSTIN BROWNLEE TREASURER 1.00 X X 0 0 0 HEIDI PETITO BOARD MEMBER 1.00 X 0 0 0 ALEX DOBERSTEIN BOARD MEMBER 1.00 X 0 0 0 GARY NORMAN BOARD MEMBER 1.00 X 0 0 0 ROSARIA UPCHURCH BOARD MEMBER 1.00 X 0 0 0 ALVIN JACKSON BOARD MEMBER 1.00 X 0 0 0 SALMAN AHMED BOARD MEMBER 1.00 X 0 0 0 BENJIE BATES BOARD MEMBER 1.00 X 0 0 0 JOYCE SHANAHAN BOARD MEMBER 1.00 X 0 0 0 R BROOKS CASEY BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT SNYDER BOARD MEMBER 1.00 X 0 0 0 CONNIE RITCHEY BOARD MEMBER 1.00 X 0 0 0 JOHN REID BOARD MEMBER 1.00 X 0 0 0 MICHELE JOHNSON BOARD MEMBER 1.00 X 0 0 0 MIKE MARTIN BOARD MEMBER 1.00 X 0 0 0 JAMES ROSE VICE CHAIRMAN 1.00 1.00 X X 0 0 0 IVAN COSIMI CEO 40.00 X 212197 0 21800 ERIC J HORST CHIEF FINANCIAL OFFICER 40.00 X 142352 0 18075 RICH CURLEY CHIEF INFORMATION OFFICER 40.00 X 134899 0 18574 RHONDA HARVEY CHIEF OPERATING OFFICER 40.00 X 152053 0 17633 DANIEL A WEINBERG CHIEF MEDICAL OFFICER 40.00 X 204817 0 10294 GUY R CZAYKOWSKY FACT PSYCHIATRIST - INTERIM CMO 40.00 X 308197 0 27222 TABITHA RUTTER APRN 40.00 X 136976 0 8695 JAMES L FENLEY JR DIRECTOR OF ADDICTION SERVICES 40.00 X 189626 0 11496 DONALD BARACSKAY PSYCHIATRIST 40.00 X 306587 0 3690 DEBRA ESTES APRN - CBCC 40.00 X 157270 0 3240 KIMBERLY ROGERS APRN 40.00 X 149859 0 16680 2094833 0 157399 25 0 1 0 EXECUTIVE BUILDING SERVICES 616 RIDGE BLVD SOUTH DAYTONA FL 32119 COMMERCIAL CLEANING SERVICES 665864 HD FLOORING 1575 AVIATION CENTER PKWY SUITE 52 DAYTONA BEACH FL 32114 FLOORING 126409 SERVELLO & SONS 261 SPRINGVIEW COMMERCE DR DEBARY FL 32713 LAWN MAINTENNANCE 125242 ALICIA CARDEN 2412 CHATEAU LOOP KISSIMMEE FL 34741 ARNP SERVICES 108900 AFFORDABLE ROOFING & CONSTRUCTION 180 FARRIER PASS NEW SMYRNA BEACH FL 32168 ROOFING 100520 5 124500 335644 52676239 22593192 19491131 75729575 MEDICARE AND MEDICAID 623990 7042674 7042674 CLIENT FEES & INSUR. REIMBURSEMEN 623990 4745120 4745120 CONTRACTS 623990 4331002 4331002 PHARMACY 623990 2994418 2994418 OTHER PROGRAM REVENUE 623990 726918 726918 19840132 196010 196010 1223434 1237798 1134971 1203998 88463 33800 122263 122263 95887980 19840132 0 318273 987279 347396 639883 39440809 33443021 5997788 724419 610960 113459 4541597 3671462 870135 2960100 2468632 491468 227702 1060 226642 100450 7610 92840 63822 63822 2409795 2154020 255775 59277 11681 47596 1005938 524011 481927 942052 654647 287405 4658008 4039499 618509 364934 277709 87225 183834 79306 104528 2407459 1676214 731245 1687407 1408132 279275 ALLOCATION OF INDIRECT 0 3811196 -3811196 MEDICAL & PHARMACY 3873131 3869423 3708 CLIENT PROGRAMS & SERVI 1679355 1678884 471 EQUIPMENT COSTS 1501028 1199826 301202 2421870 2413309 8561 72240266 64347998 7892268 0 7981339 8046613 429955 944312 4529000 11232103 960482 2219162 914556 604420 229861 355813 52025885 19636182 14236322 32389703 5434472 5795344 6919674 6152650 182307 181023 41817968 67921143 5656532 7750890 32500 0 467588 225416 2054603 3854731 1019678 1656035 9230901 13487072 X 25667393 48281421 6919674 6152650 32587067 54434071 41817968 67921143 X 23647714 -1033686 -767024 X X 0 1 X 1 1 1 X 42489333 41228379 43005856 41767200 75729575 244220343 42489333 41228379 43005856 41767200 75729575 244220343 244220343 109475 224863 197255 129314 196010 856917 245077260 74257317 0.99650 0.99640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 63822 63822 0 PART II-B, LINE 1: LEGISLATIVE REPRESENTATIVE - A LAW FIRM HAS BEEN HIRED TO PROTECT THE INTERESTS OF THE BEHAVIORAL HEALTH INDUSTRY WITH THE FLORIDA LEGISLATURE. 0 1 X 3535651 3535651 40254623 13691880 26562743 439121 228541 210580 5993958 4431240 1562718 1802532 1284521 518011 32389703 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 6152650 F 6152650 DEFERRED COMPENSATION PLAN 65305 REFUNDABLE ADVANCES 1590730 1656035 X 95318068 -1033686 463774 -569912 95887980 0 95887980 72704040 463774 463774 72240266 0 72240266 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. X X X X 0 0 0 0 0 0 0 0 0 GUY R CZAYKOWSKY FACT PSYCHIATRIST - INTERIM CMO 305897 0 2300 0 0 0 18555 0 8667 0 335419 0 0 0 DONALD BARACSKAY PSYCHIATRIST 304287 0 2300 0 0 0 0 0 3690 0 310277 0 0 0 IVAN COSIMI CEO 190797 0 21400 0 0 0 12776 0 9024 0 233997 0 0 0 DANIEL A WEINBERG CHIEF MEDICAL OFFICER 202517 0 2300 0 0 0 7200 0 3094 0 215111 0 0 0 JAMES L FENLEY JR DIRECTOR OF ADDICTION SERVICES 187326 0 2300 0 0 0 11441 0 55 0 201122 0 0 0 RHONDA HARVEY CHIEF OPERATING OFFICER 139753 0 12300 0 0 0 8966 0 8667 0 169686 0 0 0 KIMBERLY ROGERS APRN 147559 0 2300 0 0 0 7005 0 9675 0 166539 0 0 0 DEBRA ESTES APRN - CBCC 154970 0 2300 0 0 0 3131 0 109 0 160510 0 0 0 ERIC J HORST CHIEF FINANCIAL OFFICER 130052 0 12300 0 0 0 8967 0 9108 0 160427 0 0 0 RICH CURLEY CHIEF INFORMATION OFFICER 121850 0 13049 0 0 0 9070 0 9504 0 153473 0 0 0 X 1 1167309 FMV X 17 1030986 FMV X SEE BELOW 1 17292836 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. SCHEDULE M, PART I, LINE 25: NET ASSETS RECEIVED FROM THE ACQUISITION OF THE CENTERS, INC. FORM 990, PART III, LINE 2: DURING 2022, SMA HEALTHCARE, INC. (THE PARENT) ACQUIRED ALL OF THE ASSETS OF THE CENTERS, INC. (THE SUBSIDIARY), A HEALTHCARE ORGANIZATION PERFORMING ACTIVITIES SIMILAR TO THE EXEMPT PURPOSE OF THE PARENT. ON JULY 1, 2022, OWNERSHIP OF THE SUBSIDIARY WAS TRANSFERRED TO THE PARENT, THE SUBSIDIARY WAS DISSOLVED, AND ALL ASSETS WERE TRANSFERRED TO THE PARENT. 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 -86,944. - PURPOSE RESTRICTED -680,080. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR. SMA HEALTHCARE FOUNDATION INC 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 593496645 FUNDRAISING IN SUPPORT OF SMA HEALTHCARE FL 501 C(3) 12-TYPE III-FUNCTION N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0