2020-04-22T11:47:36-05:00 2019-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2018-07-01 590976866 SMA HEALTHCARE INC SMAH 3862363200 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 IVAN COSIMI CEO 3862363200 2020-04-22 1 JAMES A HALLERAN P00005496 3862574100 2020-04-08 24.170.205.59 2020-04-22 11:34:25 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C45594228A5F1E6B70BA333D088FD31310C8BDA7 2018 2020-11-19 02:30:22Z IVAN COSIMI 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 56265420 0 X WWW.SMAHEALTHCARE.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 19 19 1130 72 0 0 42489333 41228379 13140696 13526060 521186 577087 0 0 56151215 55331526 0 0 0 0 32239066 31971292 0 0 0 22494976 22004685 54734042 53975977 1417173 1355549 35680161 36965720 8651271 8714243 27028890 28251477 X SMA HEALTHCARE IMPROVES LIVES THROUGH EXCEPTIONAL SUBSTANCE ABUSE AND/OR MENTAL HEALTH SERVICES. 0 0 10640936 634503 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 266 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 225.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 8 RESIDENTS AND 3 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 68 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 430 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 250 CLIENTS WERE SERVED. 9237827 4597088 PHARMACY - SMA'S PHARMACY FILLED 60,338 PRESCRIPTIONS DURING THE FISCAL YEAR. PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS OUTPATIENT CLIENTS (4,420 CLIENTS). 5386520 1352270 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 8,659 CLIENTS. 23663661 6942199 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. 23663661 6942199 48928944 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 1130 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 JACK C FISHER BOARD MEMBER 1.00 X 0 0 0 CONNIE RITCHEY IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 JAMES ROSE BOARD MEMBER 1.00 X 0 0 0 TED SERBOUSEK CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 ROSARIA UPCHURCH BOARD MEMBER 1.00 X 0 0 0 THOMAS O'KEEFE VICE CHAIRMAN/FOUNDATION LIAISON 1.00 1.00 X X 0 0 0 HOWARD STANGE TREASURER 1.00 X X 0 0 0 BENJIE BATES BOARD MEMBER 1.00 X 0 0 0 MATTHEW FOXMAN SECRETARY 1.00 X X 0 0 0 SALMAN AHMED BOARD MEMBER 1.00 X 0 0 0 BRUCE PAGE BOARD MEMBER 1.00 X 0 0 0 JAKARI YOUNG BOARD MEMBER 1.00 X 0 0 0 MARYANN FIELDS BOARD MEMBER 1.00 X 0 0 0 AUSTIN BROWNLEE BOARD MEMBER 1.00 X 0 0 0 DEBBIE EAST BOARD MEMBER 1.00 X 0 0 0 ANDREW GURTIS BOARD MEMBER/FOUNDATION VICE CHAIRMAN 1.00 1.00 X 0 0 0 DEBBIE ALLEN BOARD MEMBER 1.00 X 0 0 0 ALEX DOBERSTEIN BOARD MEMBER 1.00 X 0 0 0 JOHN GRAHAM BOARD MEMBER 1.00 X 0 0 0 IVAN COSIMI CEO 40.00 X 170909 0 17184 RHONDA HARVEY CHIEF OPERATING OFFICER 40.00 X 130000 0 14198 ERIC J HORST CHIEF FINANCIAL OFFICER 40.00 X 116130 0 14863 ANTONIO CANAAN CHIEF MEDICAL OFFICER 40.00 X 282251 0 22507 GUY R CZAYKOWSKY FACT PSYCHIATRIST 40.00 X 241381 0 19698 TED F MATEJKA ARNP - ARNP TRAINER 40.00 X 181957 0 17231 JACQUES H AMOLE ARNP 40.00 X 123626 0 12434 JAMES L FENLEY JR DIRECTOR OF ADDICTION SERVICES 40.00 X 179521 0 4057 ANGEL R EPSTEIN ARNP - CHILD SERVICES 40.00 X 138774 0 1964 1564549 0 124136 20 0 1 0 AMERISOURCEBERGEN-ORLANDO 10910 LEE VISTA BLVD STE 401 ORLANDO FL 328298076 WHOLESALE DRUG 4400299 GFS PO BOX 88029 CHICAGO IL 60680 FOOD SUPPLIER 529865 US FOODSERVICE INC PO BOX 198421 ATLANTA GA 30384 FOOD SUPPLIER 375852 BURNS SUPPLY 342 2ND STREET HOLLY HILL FL 32117 JANITORIAL SERVICES 354711 DAL MAR ROOFING 2801 S NOVA ROAD SOUTH DAYTONA FL 32119 BUILDER/CONSTRUCTION 275205 31 100008 208724 38678427 2241220 2299012 41228379 PHARMACY 623990 4597088 4597088 CONTRACTS 623990 2994197 2994197 CLIENT FEES & INSUR. REIMBURSEMEN 623990 2847083 2847083 MEDICARE AND MEDICAID 623990 2513346 2513346 574346 574346 13526060 224863 224863 768259 517859 764948 168946 3311 348913 352224 352224 55331526 13526060 0 577087 852714 339594 513120 25017706 20670951 4346755 625365 519415 105950 3571972 2854299 717673 1903535 1550695 352840 55669 55669 86110 86110 45085 45085 2111432 1936168 175264 106093 42724 63369 1245592 710029 535563 514122 368350 145772 2844526 2487375 357151 368420 281791 86629 134794 30595 104199 1451230 1066191 385039 810401 629142 181259 ALLOCATION OF INDIRECT 0 3488318 -3488318 MEDICAL & PHARMACY 4921032 4920424 608 CLIENT PROGRAMS & SERVI 2761427 2761350 77 DONATED ITEMS 2305349 2305349 2243403 1966184 277219 53975977 48928944 5047033 0 4656963 6945861 66640 68369 5286305 4235001 813153 779163 1686039 2138772 546634 472196 30209182 17263266 13292970 12945916 2793977 2968749 6297936 6118208 239544 293485 35680161 36965720 4456250 4158250 405841 653884 1048963 1433769 2529218 2207701 210999 260639 8651271 8714243 X 20730954 22133269 5964543 5793809 333393 324399 27028890 28251477 35680161 36965720 X 1355549 46766 -179728 X X 0 1 X 1 1 1 X 32575988 38267291 40559078 42489333 41228379 195120069 32575988 38267291 40559078 42489333 41228379 195120069 195120069 112697 101029 84077 109475 224863 632141 195752210 69045643 0.99680 0.99740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 45085 45085 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 20752796 11650887 9101909 200150 188506 11644 5700681 4457300 1243381 1564831 966573 598258 12945916 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 6118208 F 6118208 DEFERRED COMPENSATION PLAN 260639 260639 X 56040846 46766 662554 709320 55331526 0 55331526 54638531 662554 662554 53975977 0 53975977 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 160909 0 10000 0 0 0 9971 0 7213 0 188093 0 0 0 ANTONIO CANAAN CHIEF MEDICAL OFFICER 282251 0 0 0 0 0 16104 0 6403 0 304758 0 0 0 GUY R CZAYKOWSKY FACT PSYCHIATRIST 241381 0 0 0 0 0 13488 0 6210 0 261079 0 0 0 TED F MATEJKA ARNP - ARNP TRAINER 181957 0 0 0 0 0 11015 0 6216 0 199188 0 0 0 JAMES L FENLEY JR DIRECTOR OF ADDICTION SERVICES 179521 0 0 0 0 0 427 0 3630 0 183578 0 0 0 X 53 2299012 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: FOUNDATION ASSETS DEVELOPMENT -170,734. CHANGE IN FOUNDATION - PERM RESTRIC -8,994. 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