2022-03-08T13:17:03-06:00 2021-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2020-07-01 590976866 SMA HEALTHCARE INC SMAH 3862363200 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 IVAN COSIMI CEO 3862363200 2022-03-08 1 IVAN COSIMI 999009999 JAMES A HALLERAN P00005496 3862574100 2022-03-08 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z IVAN COSIMI 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 56800917 0 X WWW.SMAHEALTHCARE.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 18 18 1025 33 0 0 43005856 41767200 13491963 14258466 161755 230383 0 0 56659574 56256049 0 0 0 0 35176984 35914815 0 0 0 19776907 18737969 54953891 54652784 1705683 1603265 38236030 41817968 8465437 9230901 29770593 32587067 X TRANSFORMING LIVES THROUGH HOPE AND HEALING. 0 0 10819349 1478598 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 241 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 431.THE SUPPORTIVE HOUSING PROGRAM PROVIDES A SAFE, SOBER, AND SUPPORTIVE LIVING ENVIRONMENT FOR PERSONS THAT ARE HOMELESS, AND SPECIFICALLY TARGETS THE CHRONICALLY ADDICTED, OFTEN DUALLY-DIAGNOSED AND RESIDING IN EMERGENCY SHELTERS, TRANSITIONAL HOUSING OR TREATMENT PROGRAMS. SMA CURRENTLY HOUSES 6 RESIDENTS AND 5 CHILDREN.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 51 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 456 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. DURING THE FISCAL YEAR 151 CLIENTS WERE SERVED. 7166275 4030753 PHARMACY - SMA'S PHARMACY FILLED 45,269 PRESCRIPTIONS DURING THE FISCAL YEAR. PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS. 5950706 1084113 MEDICATION MANAGEMENT SERVICES - THE PHYSICIAN SERVICES MEDICATION OUTPATIENT PROGRAM HAS CLINICS OPERATING IN VOLUSIA, FLAGLER, PUTNAM AND ST JOHNS 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 6,912 CLIENTS. 25527147 7665002 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. 25527147 7665002 49463477 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 35 0 1 1025 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ERIC J HORST 3862361801 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 SALMAN AHMED BOARD MEMBER 1.00 X 0 0 0 DEBBIE ALLEN SECRETARY 1.00 X X 0 0 0 BENJIE BATES BOARD MEMBER 1.00 X 0 0 0 AUSTIN BROWNLEE TREASURER 1.00 X X 0 0 0 ALEX DOBERSTEIN BOARD MEMBER 1.00 X 0 0 0 DEBBIE EAST BOARD MEMBER 1.00 X 0 0 0 JACK C FISHER CHAIRMAN OF THE BOARD 1.00 1.00 X X 0 0 0 BRIAN HENDERSON BOARD MEMBER 1.00 X 0 0 0 MICHELE JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOHN REID BOARD MEMBER 1.00 X 0 0 0 CONNIE RITCHEY BOARD MEMBER 1.00 X 0 0 0 JAMES ROSE VICE CHAIRMAN 1.00 1.00 X X 0 0 0 TED SERBOUSEK IMMEDIATE PAST CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 JOYCE SHANAHAN BOARD MEMBER 1.00 X 0 0 0 ROBERT SNYDER BOARD MEMBER 1.00 X 0 0 0 HOWARD STANGE BOARD MEMBER 1.00 X 0 0 0 ROSARIA UPCHURCH BOARD MEMBER 1.00 X 0 0 0 R BROOKS CASEY BOARD MEMBER 1.00 1.00 X 0 0 0 IVAN COSIMI CEO 40.00 X 184921 0 19534 RHONDA HARVEY CHIEF OPERATING OFFICER 40.00 X 137874 0 15453 ERIC J HORST CHIEF FINANCIAL OFFICER 40.00 X 130305 0 15070 RICH CURLEY CHIEF INFORMATION OFFICER 40.00 X 118745 0 17107 DANIEL A WEINBERG CHIEF MEDICAL OFFICER 40.00 X 292785 0 7650 GUY R CZAYKOWSKY FACT PSYCHIATRIST - INTERIM CMO 40.00 X 232108 0 20932 JAMES L FENLEY JR DIRECTOR OF ADDICTION SERV 40.00 X 199484 0 12085 TED F MATEJKA ARNP - ARNP TRAINER 40.00 X 134883 0 15155 DANE HUGE APRN 40.00 X 140146 0 6419 KIMBERLY ROGERS APRN 40.00 X 164634 0 8751 1735885 0 138156 25 0 1 0 EXECUTIVE BUILDING SERVICES 616 RIDGE BLVD SOUTH DAYTONA FL 32119 COMMERCIAL CLEANING SERVICES 475497 1 140004 197822 39949353 1480021 1374656 41767200 PHARMACY 623990 4030753 4030753 MEDICARE AND MEDICAID 623990 3489552 3489552 CONTRACTS 623990 3241429 3241429 CLIENT FEES & INSUR. REIMBURSEMEN 623990 2909922 2909922 586810 586810 14258466 129314 129314 628737 17200 471196 73672 157541 -56472 101069 101069 56256049 14258466 0 230383 919677 362546 557131 28515747 24555824 3959923 678863 583981 94882 3601296 3019543 581753 2199232 1872478 326754 121511 15699 105812 107440 14600 92840 51041 51041 812195 636105 176090 17035 755 16280 849478 475625 373853 580710 424679 156031 3614833 3268010 346823 188583 157832 30751 103657 28234 75423 1531868 1169967 361901 1045479 875300 170179 ALLOCATION OF INDIRECT 0 2489692 -2489692 MEDICAL & PHARMACY 4708185 4707980 205 DONATED ITEMS 1475605 1475605 FOOD SERVICES 1292304 1287506 4798 2238045 2041516 196529 54652784 49463477 5189307 0 6884534 7981339 46948 429955 5541405 4529000 893827 960482 1615708 914556 224137 229861 31628290 17391968 13872571 14236322 2901614 5434472 5989518 6919674 265768 182307 38236030 41817968 4628729 5656532 170000 32500 1057636 467588 2168319 2054603 440753 1019678 8465437 9230901 X 23676500 25667393 6094093 6919674 29770593 32587067 38236030 41817968 X 1603265 283053 930156 X X 0 1 X 1 1 1 X 40559078 42489333 41228379 43005856 41767200 209049846 40559078 42489333 41228379 43005856 41767200 209049846 209049846 84077 109475 224863 197255 129314 744984 209794830 67353356 0.99640 0.99650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 51041 51041 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 2028535 2028535 22792313 12276125 10516188 284549 210085 74464 4827169 3678284 1148885 1695724 1227474 468250 14236322 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 6919674 F 6919674 DEFERRED COMPENSATION PLAN 95116 REFUNDABLE ADVANCES 924562 1019678 X 57194348 283053 655246 938299 56256049 0 56256049 55308030 655246 655246 54652784 0 54652784 PART IV, LINE 2B: CONTRIBUTIONS OF PHARMACEUTICALS RECEIVED THROUGH THE PHARMACEUTICAL ASSISTANCE PROGRAM ARE RECORDED AS AN AGENCY TRANSACTIONS WHERE THE ORGANIZATION ONLY HOLDS THE PHARMACEUTICALS ON BEHALF OF CLIENTS. 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. X X X X 0 0 0 0 0 0 0 0 0 DANIEL A WEINBERG CHIEF MEDICAL OFFICER 292785 0 0 0 0 0 0 0 7650 0 300435 0 0 0 GUY R CZAYKOWSKY FACT PSYCHIATRIST - INTERIM CMO 232108 0 0 0 0 0 13996 0 6936 0 253040 0 0 0 JAMES L FENLEY JR DIRECTOR OF ADDICTION SERV 199484 0 0 0 0 0 12012 0 73 0 211569 0 0 0 IVAN COSIMI CEO 174121 0 10800 0 0 0 11079 0 8455 0 204455 0 0 0 KIMBERLY ROGERS APRN 164634 0 0 0 0 0 670 0 8081 0 173385 0 0 0 RHONDA HARVEY CHIEF OPERATING OFFICER 137874 0 0 0 0 0 8378 0 7075 0 153327 0 0 0 TED F MATEJKA ARNP - ARNP TRAINER 134883 0 0 0 0 0 8209 0 6946 0 150038 0 0 0 X 107 1374656 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING CHANGES WERE MADE TO THE ORGANIZATION'S GOVERNING DOCUMENTS: -ORGANIZATION MISSION: THE ORGANIZATION'S MISSION NOW ALSO INCLUDES, IMPROVING LIVES THROUGH PRIMARY CARE SERVICES. -BOARD RESPONSIBILITIES: BOARD RESPONSIBILTIES WERE UPDATED FOR FEDERALLY QUALIFIED HEALTH CENTERS (FQHC). THE HEALTH CENTER PROGRAM COMMITTEE WAS CREATED TO REVIEW FQHC RELATED ITEMS THAT REQUIRE BOARD APPROVAL BEFORE SENDING THEM ON TO THE BOARD FOR THAT APPROVAL. AFTER THE FQHC APPLICATION WAS COMPLETE, THAT COMMITTEE WAS ELIMINATED. PRESENTLY, THOSE ITEMS FLOW THROUGH ALREADY EXITING COMMITTEES. -BOARD COMPOSITION: AT LEAST 51% OF BOARD MEMBERS MUST BE USER MEMBERS SERVED BY THE HEALTH CENTER, AMONGST OTHER REQUIREMENTS. 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 78,846. PURPOSE RESTRICTED 851,310. FORM 990, PART X11, 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 FUND-RAISING 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