2023-05-15T16:25:48-04:00 2022-06-30 590548468 PURVIS GRAY & COMPANY LLP 222 NORTH EAST FIRST STREET GAINESVILLE FL 32601 990 2021-07-01 591906214 MERIDIAN BEHAVIORAL HEALTHCARE INC MERI 3523745600 PO BOX 141750 GAINESVILLE FL 32614 DONALD P SAVOIE CEO 3523745600 2023-05-15 true DONALD SAVOIE 999009999 EMILY J NEWSOM CPA P00020448 3523782461 2023-05-15 2021 2023-04-26 12:10:37Z DONALD P SAVOIE PO BOX 141750 GAINESVILLE FL 32614 54128083 false X WWW.MBHCI.ORG X 1978 FL THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE RECOVERY AND OFFER SOLUTIONS TO THOSE FACING MENTAL ILLNESSES, ADDICTION AND OTHER SOCIAL CHALLENGES. 13 13 964 14 18762 4710 33231396 32295946 21480270 21603031 121094 146218 74627 70653 54907387 54115848 0 0 34060086 32946911 0 172663 14982043 16913716 49042129 49860627 5865258 4255221 28925919 35546778 8902487 11470393 20023432 24076385 X THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE RECOVERY AND OFFER SOLUTIONS TO THOSE FACING MENTAL ILLNESSES, ADDICTION AND OTHER SOCIAL CHALLENGES. false false 46564033 21603031 PROVIDING SERVICES AND CARE TO ADULTS AND CHILDREN WITH MENTAL ILLNESSES OR SUBSTANCE ABUSE DISORDERS. THE ORGANIZATION'S EXEMPT SERVICES CONSIST OF THE FOLLOWING PROGRAMS WITH THE CORRESPONDING NUMBER OF CLIENTS SERVED IN EACH PROGRAM: PROGRAM ADULT JUVENILE EMERGENCY & INPATIENT SERVICES 8,908 2,210 PRIMARY CARE 389 0 PSYCHIATRY 8,491 1,714 OUTPATIENT SERVICES 17,890 4,556 RESIDENTIAL TREATMENT 567 0 MEDICATION ASSISTED TREATMENT 319 0 CARE COORDINATION/CASE MANAGEMENT 1,778 317 REHAB SERVICES 0 0 CRIMINAL JUSTICE DIVERSION 711 0 HOUSING SUPPORT SERVICES 0 0 FAMILY SUPPORT SERVICES (FIS/FIT) 418 0 TOTAL (UNDUPLICATED) 39,471 8,797 46564033 true true false false false false false false true true true false false false true false true false false false false false false false false false false false false true true false false false false false false false false false false true false false false false true true true false false true 151 0 964 true true true false false false false true true false false false false false false X 13 13 false false false false false false false true true false true true true true true true true true true true false X TERESA JENKINSON 3523745600 1565 SW WILLISTON ROAD GAINESVILLE FL 32608 TONIA L WERNER VP-MED SVCS/ 40.00 X 575154 0 33934 MATHEW L NGUYEN MED DIR-ACUT 40.00 X 522647 0 24883 DAVID S KIRBY MED DIR-ADDI 40.00 X 282372 0 19407 SARAH G FRAZIER STAFF PSYCHI 40.00 X 256160 0 17634 DONALD P SAVOIE CEO 40.00 X 239550 0 26310 ROBERT W BACHUS STAFF PSYCHI 40.00 X 236510 0 26022 STEVEN D PINKERT STAFF PSYCHI 40.00 X 246500 0 858 RICHARD V ANDERSON SR VP/CCO 40.00 0.25 X 153741 0 17476 LAUREN M COHN EXEC VP, COO 40.00 X 155072 0 4845 ALAN H PAULIN SR VP/CLIN & 40.00 X 132108 0 16661 JOY M RIDDLE SR VP/MKTG/C 40.00 X 101500 0 12907 KIMBERLY B ABBOTT SR VP/CHRO 40.00 X 70408 0 7915 LAWRENCE FRANK SVP-CFO (PRI 40.00 0.25 X 67846 0 2588 ASHLEY C TOZIER SVP/MEDICAL 40.00 X 28858 0 1825 TERESA JENKINSON SVP/CFO 40.00 X 20308 0 0 NATASHA ALLEN DIRECTOR 0.50 X 0 0 0 DENISE BENNETT DIRECTOR 3.00 X 0 0 0 JASON CASON DIRECTOR 1.00 X 0 0 0 KINDALL CRUMMEY DIRECTOR 1.00 X 0 0 0 JEFF FELLER SEC THRU 12/ 1.00 X X 0 0 0 PATRICIA KNIGHT DIRECTOR 0.50 X 0 0 0 STEPHANIE MCCLENDON DIR THRU 12/ 0.10 X X 0 0 0 PAUL METTS DIRECTOR 2.00 X 0 0 0 ROBERT MILNER DIRECTOR 0.10 X 0 0 0 IRMA PHILLIPS-MAXWELL DIRECTOR 0.20 X 0 0 0 CHRISTINA N SEIFERT VC THRU 12/2 0.50 X X 0 0 0 BECKY SHARPE DIRECTOR 2.00 X 0 0 0 SUSAN SUMMERS CHAIR THRU 1 1.00 X X 0 0 0 AMANDA THOMAS DIRECTOR 0.50 X 0 0 0 DALE E LAING-HALL SVP/HR 40.00 X 0 0 0 3088734 213265 26 false true false LUTHERAN SERVICES FLORIDA 3627 W WATERS AVE TAMPA FL 33614 SOCIAL SERVICE 2307375 KAJEET INC 7901 JONES BRANCH DRIVE SUITE 350 MCLEAN VA 22102 IT 196842 CDW GOVERNMENT INC 75 TRI-STATE INTERNATIONAL LINCOLNSHIRE IL 60069 IT SOLUTIONS 172993 NETSMART TECHNOLOGIES INC 11100 NALL AVE OVERLAND PARK KS 66211 SOFTWARE 166158 SALTER FEIBER PA 3940 NW 16TH BLVD BLDG B GAINESVILLE FL 32605 LEGAL 146006 6 4031 14169 31259512 1018234 881309 32295946 MEDICAID FEES 624100 16166620 16166620 INSURANCE FEES 624100 1975647 1975647 CLIENT FEES 624100 1190222 1190222 MISCELLANEOUS CLINICAL 624100 911158 911158 MISCELLANEOUS NON-CLINICAL 624100 856413 856413 502971 502971 21603031 119144 119144 9360 9360 54205 54205 54205 54205 27074 27074 27074 27074 14169 12235 -12235 -12235 FINGERPRINTING REVENUE 900099 18762 18762 CAFETERIA REVENUE 900099 541 541 BADGE/HR REVENUES 900099 20 20 19323 54115848 21603031 18762 198109 1784250 1025667 758583 25860372 24857505 937086 65781 308416 270480 35047 2889 3025461 2853387 164879 7195 1968412 1847270 116099 5043 199627 46139 153488 76569 76569 26361 776 25585 633620 497414 136206 484832 411347 68998 4487 4364814 4153995 188336 22483 35580 14947 20633 1579485 1574200 4760 525 335272 328332 6294 646 87274 70087 17176 11 244503 47999 196495 9 1306446 1306446 1315551 1276826 38725 MEDICAL SUPPLIES 2464958 2454885 10073 BAD DEBT EXPENSE 2032255 2032255 FOOD SUPPLIES 725705 725336 224 145 MISC EXPENSES 538592 306563 168580 63449 462272 462177 95 49860627 46564033 3123931 172663 8965310 3988794 2342744 3263527 2609664 9367199 2028624 3176118 320438 395967 681461 1189381 29762952 17806539 9879335 11956413 1015882 987987 1082461 1221392 28925919 35546778 2811357 4848469 24900 3870640 3369021 74038 92837 2126787 3078637 19665 56529 8902487 11470393 X 19546906 23619449 476526 456936 20023432 24076385 28925919 35546778 X 4255221 -202268 26361 -26361 X false true X true true true X 22440056 25139492 32225541 33231396 32295946 145332431 22440056 25139492 32225541 33231396 32295946 145332431 145332431 108798 94280 156663 161426 182709 703876 11314 5339 3480 1082 4710 25925 141327 120034 78561 915 561 341398 146403630 105218573 0.99270 0.99260 X PART II, LINE 10 OTHER MISCELLANEOUS 163,772 SPECIAL EVENT REVENUE 177,626 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 476526 20422 32662 72674 456936 476706 9395 35751 45326 476526 435377 56664 28906 44241 476706 435197 52714 28905 81439 435377 554392 63150 18604 200949 435197 0.81420 0.18580 true false 1039304 1039304 21730262 13387467 8342795 6400435 4270477 2129958 592951 148595 444356 11956413 RETAINER DEPOSIT 50400 TENANT SECURITY DEPOSITS 3030 CLIENT FUNDS 2989 FACILITIES RECYCLING FUND 110 56529 54117099 -202268 217645 -26361 -10984 54128083 -12235 -12235 54115848 50064146 217645 12235 229880 49834266 26361 26361 49860627 SCHEDULE D, PAGE 2, PART IV, LINE 2B MERIDIAN MANAGES FUNDS ONLY FOR THOSE CLIENTS WHO ARE IN A GROUP HOME FOR WHICH MERIDIAN IS PAYEE. SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTEREST FROM THESE FUNDS ARE USED TO PAY FOR A BED IN THE RESIDENTIAL TREATMENT PROGRAM FOR INDIVIDUALS WHO ARE UNABLE TO PAY. SCHEDULE D, PAGE 4, PART XI, LINE 2D INVESTMENT MANAGEMENT & BANK FEES -26,361 SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING DIRECT EXPENSES -12,235 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING DIRECT EXPENSES 12,235 X X false false false false false false false false false TONIA L WERNER VP-MED SVCS/CMO 254808 43090 277256 23819 10115 609088 MATHEW L NGUYEN MED DIR-ACUTE CARE 251495 68564 202588 16978 7905 547530 DAVID S KIRBY MED DIR-ADDICTIONS 193654 1500 87218 9844 9563 301779 SARAH G FRAZIER STAFF PSYCHIATRIST 251495 4665 10629 7005 273794 DONALD P SAVOIE CEO 233951 1631 3968 16067 10243 265860 ROBERT W BACHUS STAFF PSYCHIATRIST 235000 1510 16451 9571 262532 STEVEN D PINKERT STAFF PSYCHIATRIST 245000 1500 858 247358 RICHARD V ANDERSON SR VP/CCO 133172 20569 9316 8160 171217 LAUREN M COHN EXEC VP, COO 135072 20000 4052 793 159917 A PNC BANK 2013A 630476286 NONE00000 2013-07-09 4420000 REFUNDING ISSUE false false false B PNC BANK 2013B 630476286 NONE00000 2013-07-09 3000000 CONSTRUCTION OF NEW ADMIN BUILDING false false false A 2413422 4420000 78976 4293430 47594 true false true true B 1637557 3000000 53604 2940000 6396 2016 false false true true A false false false false false false false B false false false false false false false A false false false false false false false false false B false false false false false false false false false A false B false PURPOSE OF ISSUE DESCRIPTION PNC BANK 2013A REFUNDING ISSUE PURPOSE OF ISSUE DESCRIPTION PNC BANK 2013B CONSTRUCTION OF NEW ADMIN BUILDING X 47157 872309 VALUE PER DONOR X GOODS/EQUIPMENT 1 9000 FAIR MARKET VALUE false false false SCHEDULE M, PAGE 2, PART II MERIDIAN IS REPORTING IN COLUMN (B) OF PART I THE NUMBER OF ITEMS CONTRIBUTED FOR DRUGS AND THE NUMBER OF DONATIONS FOR GOODS/EQUIPMENT. FORM 990 FORM 990, PART IX, LINE 24E INCLUDES UNRELATED BUSINESS TAX OF 989. FORM 990, PAGE 2, PART III, LINE 4A PROVIDING SERVICES AND CARE TO ADULTS AND CHILDREN WITH MENTAL ILLNESSES OR SUBSTANCE ABUSE DISORDERS. THE ORGANIZATION'S EXEMPT SERVICES CONSIST OF THE FOLLOWING PROGRAMS WITH THE CORRESPONDING NUMBER OF CLIENTS SERVED IN EACH PROGRAM: PROGRAM ADULT JUVENILE EMERGENCY & INPATIENT SERVICES 8,908 2,210 PRIMARY CARE 389 0 PSYCHIATRY 8,491 1,714 OUTPATIENT SERVICES 17,890 4,556 RESIDENTIAL TREATMENT 567 0 MEDICATION ASSISTED TREATMENT 319 0 CARE COORDINATION/CASE MANAGEMENT 1,778 317 REHAB SERVICES 0 0 CRIMINAL JUSTICE DIVERSION 711 0 HOUSING SUPPORT SERVICES 0 0 FAMILY SUPPORT SERVICES (FIS/FIT) 418 0 TOTAL (UNDUPLICATED) 39,471 8,797 FORM 990, PAGE 6, PART VI, LINE 11B A DETAIL REVIEW OF THE FINAL FORM 990 IS CONDUCTED BY THE VICE PRESIDENT-COMPTROLLER, CFO AND CEO. A FINAL COPY OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C MERIDIAN REQUIRES ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS. IF A CONFLICT ARISES, THAT PERSON SHALL GENERALLY BE RECUSED FROM PARTICIPATING IN AN ACTION INVOLVING THAT SUBJECT MATTER. FORM 990, PAGE 6, PART VI, LINE 15A MERIDIAN HAS A COMPENSATION POLICY USED TO DETERMINE THE SALARY OF THE CEO. THIS POLICY REQUIRES THE BOARD EXECUTIVE COMMITTEE TO REVIEW ANNUALLY THE CEO COMPENSATION AT THE TIME OF THE ANNUAL PERFORMANCE REVIEW. THE EXECUTIVE COMMITTEE USES COMPENSATION SURVEYS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE PERFORMANCE AND COMPENSATION OF THE CEO SHALL BE FORMALLY REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS AND THE DELIBERATIONS REFLECTED IN THE MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF EMPLOYEES OTHER THAN THE CEO ARE DETERMINED BY THE CEO UTILIZING APPROPRIATE FACTORS SUCH AS EXPERIENCE, EDUCATION, LENGTH OF SERVICE, MARKET CONDITIONS AND JOB RESPONSIBILITIES. FORM 990, PAGE 6, PART VI, LINE 19 MERIDIAN MAKES AVAILABLE ON ITS WEBSITE THE ANNUAL REPORT. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 INVESTMENT MANAGEMENT & BANK FEES -26,361 FUNDRAISING DIRECT EXPENSES 12,235 FUNDRAISING DIRECT EXPENSES -12,235 TOTAL -26,361 NEW HORIZONS PROPERTIES INC NEW HORIZONS PROPERTIES INC 4300 S W 13TH STREET 4300 SW 13TH STREET GAINESVILLE FL 32608 592318762 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES II INC NEW HORIZONS PROPERTIES II INC 4300 S W 13TH STREET 4300 SW 13TH STREET GAINESVILLE FL 32608 592408827 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES III INC NEW HORIZONS PROPERTIES III INC 4300 S W 13TH STREET 4300 SW 13TH STREET GAINESVILLE FL 32608 592528673 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES IV INC NEW HORIZONS PROPERTIES IV INC 4300 S W 13TH STREET 4300 S W 13TH STREET GAINESVILLE FL 32608 593366439 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES V INC NEW HORIZONS PROPERTIES V INC 1549 SW WILLISON ROAD 1549 SW WILLISTON ROAD GAINESVILLE FL 32608 823956691 HOUSING FL 501C3 7 NA N/A false false false false true false false false false false false false true false false true false true false false NEW HORIZONS PROPERTIES II INC D 67148 FAIR MARKET VALUE NEW HORIZONS PROPERTIES II INC Q 55985 FAIR MARKET VALUE