2021-03-10T09:41:43-06:00 2020-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2019-07-01 590976866 SMA HEALTHCARE INC SMAH 3862363200 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 IVAN COSIMI CEO 3862363200 2021-03-05 1 JAMES A HALLERAN P00005496 3862574100 2021-03-05 2019 2022-09-23 18:48:47Z IVAN COSIMI 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 57904335 0 X WWW.SMAHEALTHCARE.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 22 22 1100 29 0 0 41228379 43005856 13526060 13491963 577087 161755 0 0 55331526 56659574 0 0 0 0 31971292 35176984 0 0 0 22004685 19776907 53975977 54953891 1355549 1705683 36965720 38236030 8714243 8465437 28251477 29770593 X SMA HEALTHCARE IMPROVES LIVES THROUGH EXCEPTIONAL SUBSTANCE ABUSE AND/OR MENTAL HEALTH SERVICES. 0 0 11149987 748343 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 120 WOMEN DURING THE FISCAL YEAR. A TOTAL OF 17 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 275.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 9 RESIDENTS AND 6 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 75 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 231 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 169 CLIENTS WERE SERVED. 8631866 4453778 PHARMACY - SMA'S PHARMACY FILLED 40,267 PRESCRIPTIONS DURING THE FISCAL YEAR. PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS OUTPATIENT CLIENTS (3,446 CLIENTS). 6855257 1370798 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 7,070 CLIENTS. 23360860 6919044 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, AND DROP IN CENTER. 23360860 6919044 49997970 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 31 0 1 1100 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 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 MARYANN FIELDS BOARD MEMBER (LOA) 1.00 X 0 0 0 JACK C FISHER VICE CHAIRMAN 1.00 1.00 X X 0 0 0 JOHN GRAHAM BOARD MEMBER 1.00 X 0 0 0 KENDALL HARDWICK BOARD MEMBER 1.00 X 0 0 0 BRIAN HENDERSON BOARD MEMBER 1.00 X 0 0 0 MICHELE JOHNSON BOARD MEMBER 1.00 X 0 0 0 BRUCE PAGE 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 BOARD MEMBER 1.00 1.00 X 0 0 0 TED SERBOUSEK 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 PAST CHAIRMAN 1.00 X X 0 0 0 ROSARIA UPCHURCH BOARD MEMBER 1.00 X 0 0 0 JAKARI YOUNG BOARD MEMBER 1.00 X 0 0 0 IVAN COSIMI CEO 40.00 X 176461 0 18576 RHONDA HARVEY CHIEF OPERATING OFFICER 40.00 X 132849 0 14652 ERIC J HORST CHIEF FINANCIAL OFFICER 40.00 X 124934 0 14282 ANTONIO CANAAN CHIEF MEDICAL OFFICER 40.00 X 296094 0 23090 GUY R CZAYKOWSKY FACT PSYCHIATRIST 40.00 X 275393 0 20423 JAMES L FENLEY JR DIRECTOR OF ADDICTION SERV 40.00 X 199272 0 8622 TED F MATEJKA ARNP - ARNP TRAINER 40.00 X 184101 0 17744 LAURIE A HAMILTON APRN 40.00 X 127740 0 19690 CAROL F DAVIS MEDICAL APRN 40.00 X 125522 0 7648 1642366 0 144727 20 0 1 0 EXECUTIVE BUILDING SERVICES 616 RIDGE BLVD SOUTH DAYTONA FL 32119 COMMERCIAL CLEANING SERVICES 393758 IRIS TELEHEALTH MEDICAL GROUP LLC 114 WEST 7TH STREET AUSTIN TX 78701 PSYCHIATRY PROGRAMS 218725 DR EDMUNDO RIVERA MD 250 TREEMONT DR ORANGE CITY FL 32763 PSYCHIATRY SPECIALIST 168900 DR RAMON O MARTINEZ 1417 N SEMORAN BLVD 203 ORLANDO FL 32807 PSYCHIATRY SPECIALIST 151900 4 140004 253658 40067303 2544891 1971498 43005856 PHARMACY 623990 4453778 4453778 CONTRACTS 623990 3298480 3298480 CLIENT FEES & INSUR. REIMBURSEMEN 623990 2838557 2838557 MEDICARE AND MEDICAID 623990 2381931 2381931 519217 519217 13491963 197255 197255 1163014 46247 1204608 40153 -41594 6094 -35500 -35500 56659574 13491963 0 161755 1091680 565031 526649 27668726 23831159 3837567 587999 492274 95725 3719424 3101929 617495 2109155 1787771 321384 76075 76075 113640 26200 87440 45107 45107 1428230 1275742 152488 31203 2537 28666 817280 475533 341747 547297 403228 144069 3351798 3013513 338285 345778 298394 47384 126656 30605 96051 1510581 1114539 396042 928120 773109 155011 ALLOCATION OF INDIRECT 0 2630072 -2630072 MEDICAL & PHARMACY 4944544 4944151 393 DONATED ITEMS 2057264 2057264 FOOD SERVICES 1312726 1305120 7606 2140608 1869799 270809 54953891 49997970 4955921 0 6945861 6884534 68369 46948 4235001 5541405 779163 893827 2138772 1615708 472196 224137 32069440 18196869 12945916 13872571 2968749 2901614 6118208 5989518 293485 265768 36965720 38236030 4158250 4628729 653884 170000 1433769 1057636 2207701 2168319 260639 440753 8714243 8465437 X 22133269 23676500 6118208 6094093 28251477 29770593 36965720 38236030 X 1705683 -57877 -128690 X X 0 1 X 1 1 1 X 38267291 40559078 42489333 41228379 43005856 205549937 38267291 40559078 42489333 41228379 43005856 205549937 205549937 101029 84077 109475 224863 197255 716699 206266636 67195700 0.99650 0.99680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 45107 45107 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 1990724 1990724 22470924 12438364 10032560 286834 192744 94090 5740326 4525191 1215135 1580632 1040570 540062 13872571 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 5989518 F 5989518 DEFERRED COMPENSATION PLAN 178577 REFUNDABLE ADVANCES 262176 440753 X 57275605 -57877 673908 616031 56659574 0 56659574 55627799 673908 673908 54953891 0 54953891 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 IVAN COSIMI CEO 166461 0 10000 0 0 0 10651 0 7925 0 195037 0 0 0 ANTONIO CANAAN CHIEF MEDICAL OFFICER 296094 0 0 0 0 0 16795 0 6295 0 319184 0 0 0 GUY R CZAYKOWSKY FACT PSYCHIATRIST 275393 0 0 0 0 0 13853 0 6570 0 295816 0 0 0 JAMES L FENLEY JR DIRECTOR OF ADDICTION SERV 199272 0 0 0 0 0 8557 0 65 0 207894 0 0 0 TED F MATEJKA ARNP - ARNP TRAINER 184101 0 0 0 0 0 11154 0 6590 0 201845 0 0 0 X 107 1971498 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. 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 PURPOSE RESTRICTED -134,162. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION - IN PERPETUITY 5,472. 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) 11-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