2019-05-14T10:58:19-05:00 2018-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2017-07-01 010319802 Spurwink Services Inc SPUR 2078711200 901 Washington Avenue No 100 Portland ME 04103 Eric Meyer President & CEO 2078711200 2019-05-14 1 Joseph R Byrne CPA P01289281 2077752387 2019-05-14 69.49.157.66 2019-05-14 08:32:06 ED P 15D84E00388989A2FD892B611AF49EE7CA45C0C7 BFB386403C9EAE7FF660C386334FC3E1098CE7FC 2017 2019-02-21 02:37:17Z Eric Meyer 901 Washington Avenue No 100 Portland ME 04103 67028708 0 X www.spurwink.org X 1960 ME Spurwink Services provides behavioral health and education services for children, adults and families. Our vision of success is children, adults and families affected by behavioral health challenges and developmental disabilities living healthy, engaged lives in their communities. 15 14 1144 100 0 34593 4787814 7261259 52392105 58155680 58714 341290 -53450 -58566 57185183 65699663 0 0 0 0 35055900 37837139 0 0 1506140 21452263 26866957 56508163 64704096 677020 995567 31955389 39762531 19740778 20582082 12214611 19180449 X Over its 55 years, Spurwink has become widely known for its clinical expertise in working with children and adults with autism and mental illness. Spurwink's services can begin with a specialized autism diagnostic clinic, at a specialized pre-school or special purpose private school through the high school level, to residential treatment for children, adolescents & adults as well as numerous outpatient & community services specifically focused on autism and mental illness. 0 0 28428781 28737934 Spurwink provides out-of-home treatment for children and adolescents in 1) residential treatment facilities in Cumberland, Androscoggin, Kennebec and Somerset Counties serving about 118 youths per year; 2) six Special Purpose Private Schools in the 4 counties above and a Therapeutic Pre-School in York County serving 209 students per year; and 3) treatment foster homes in southern and central Maine serving about 55 children per year. 15911937 17387928 Spurwink provides outpatient and community based services for individuals - children, adolescents and adults living with mental health or intellectual disabilities or suspected abuse. Those services are offered at numerous sites throughout Maine and include outpatient therapy (in public school settings, outpatient office, and primary care practices), medication management, behavioral health homes, Assertive Community Treatment, case management, and child abuse evaluations. These programs serve approximately 7,700 individuals per year. 12003419 12029818 Spurwink provides residential and day programs for about 175 adults living with intellectual disabilities and autism through more than 30 homes and 2 intermediate care facilities in York, Cumberland and Androscoggin Counties, 6 community support services sites in York and Cumberland Counties, and several Shared Living homes. 56344137 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 204 0 1 1144 1 1 1 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 ME X John McAnuff 2078711200 901 Washington Avenue No 100 Portland ME 04103 Alistair Raymond Esq Board Chair 2.00 0.00 X X 0 0 0 Theresa Kelly Board Vice Chair 2.00 0.00 X X 0 0 0 Tari Advani MD Board Member 2.00 0.00 X 0 0 0 Rich Berthy Board Member 2.00 0.00 X 0 0 0 Cathy Breen Board Member 2.00 0.00 X 0 0 0 Thomas Daffron Board Member 2.00 0.00 X 0 0 0 Jessica Estes Past Board Member 2.00 0.00 X 0 0 0 Daniel Fishbein MD Board Member 2.00 0.00 X 0 0 0 Jim Giberson Board Member 2.00 0.00 X 0 0 0 Melissa Lalumiere Esq Board Member 2.00 0.00 X 0 0 0 Catherine Liston Board Member 2.00 0.00 X 0 0 0 Leo Martin Board Member 2.00 0.00 X 0 0 0 Rose McManus Board Member 2.00 1.00 X 0 0 0 Francoise Paradis Board Member 2.00 1.00 X 0 0 0 Doug Sanford Board Member 2.00 0.00 X 0 0 0 Matthew G Winch Board Member 2.00 0.00 X 116866 0 0 Eric L Meyer President/CEO 40.00 1.00 X 242310 0 34449 Daniel Bonner VP/COO 40.00 1.00 X 179906 0 32338 John McAnuff CFO/Treasurer 40.00 1.00 X 131462 0 16121 Albert Durgin VP of CQI & Secretary 40.00 1.00 X 99553 0 7504 Kristen Farnham VP of Development 40.00 0.00 X 106878 0 9219 Kane L Loukas VP of Childrens Services 40.00 0.00 X 102484 0 8992 Lawrence Ricci MD Program Director - Child Abuse Prog. 32.00 0.00 X 164605 0 16861 David Walter DO Medical Director 20.00 0.00 X 158847 0 4746 1302911 0 130230 7 0 1 0 Susan E Martin 29 Clifton Street Portland ME 04101 Clincial Therapist 163978 Corsello Consulting PO Box 403 York Haror ME 03911 Consulting Services 117980 Garrison Consulting 41 Edgewood Avenue Portland ME 04103 Engineering Services 115454 Metz Educational Consulting 11305 163 Street West Lakeville MN 55044 Consulting Services 110284 Kathleen Dishner 62 Bayview Street Camden ME 04843 Clincial Therapist 108153 6 205079 6142249 913931 7261259 Fees for Services 624100 57423490 57423490 Miscellaneous 624100 414429 414429 Training Revenue 624100 324546 324546 Charity Care Adj. 624100 -6785 -6785 58155680 57407 57407 1529662 1245779 283883 283883 283883 24700 205079 83266 -58566 -58566 65699663 58155680 0 282724 X 860509 262210 538787 59512 31136660 28509401 2518445 108814 5476 5014 443 19 3414942 2237890 382617 794435 2419552 2175275 227354 16923 144487 144487 104739 104381 358 11936683 10983091 850875 102717 1327182 883553 428802 14827 3469614 2863225 379296 227093 847021 758239 78664 10118 638393 381231 246757 10405 1671315 1289896 262727 118692 653380 582292 67919 3169 Bad Debt Expense 2188138 2188138 Service Provider Tax 1681835 1681835 Medical & Education Sup 1323618 1051066 267494 5058 Miscellaneous 880552 491781 354771 34000 64704096 56344137 6853819 1506140 X 138513 831987 2158255 1713406 775339 1037965 7931455 9057698 614904 660376 38413315 14708280 17522831 23705035 797854 874670 2016238 1881394 31955389 39762531 9098316 7189997 122057 72291 4885564 4215652 5634841 9104142 19740778 20582082 X 12157719 19123791 28281 28047 28611 28611 12214611 19180449 31955389 39762531 X 995567 41782 -409916 6338405 X 0 1 X 1 1 1 X 3268076 3147115 3805155 4787814 7261259 22269419 3268076 3147115 3805155 4787814 7261259 22269419 22269419 66032 216942 232981 11557 57407 584919 22854338 261234468 0.97440 0.95370 X 0 0 0 0 0 0 0 0 1 3560 3560 0 Part II-B, Line 1: A portion of dues paid to various organizations, a portion of which is attributable to lobbying expenses. 1580219 1580219 25924181 10587258 15336923 2026768 736130 1290638 6178609 3384892 2793717 2703538 2703538 23705035 Humanitarian of the Year 214889 190189 24700 71936 7463 Brews and Backpacks 14890 14890 2302 1565 229779 205079 24700 74238 9028 83266 -58566 1 X X 0 0 0 0 0 0 0 1 0 Eric L Meyer President/CEO 195967 0 41005 0 5338 0 25390 0 9059 0 276759 0 0 0 Daniel Bonner VP/COO 149013 0 28883 0 2010 0 23608 0 8730 0 212244 0 0 0 Lawrence Ricci MD Program Director - Child Abuse Prog. 164336 0 0 0 269 0 5287 0 11574 0 181466 0 0 0 David Walter DO Medical Director 158847 0 0 0 0 0 4746 0 0 0 163593 0 0 0 Part I, Line 7 Eric Meyer, President & CEO, and Daniel Bonner, Vice President & COO, received a bonus payment from the Organization during calendar year 2017. The bonus payment was contingent on meeting and or exceeding a variety of organizational goals, which include increasing clients served as well as improving client outcomes. A MHHEFA Revenue Bond Series 2010B 010314384 560427JA5 2010-06-24 1495000 Refund prior issue 1 0 1 B MHHEFA Revenue Bond Series 2014A 010314384 560427X50 2014-07-01 5040000 Refund prior issue 1 0 1 A 596337 1495000 93270 35577 1366153 2010 1 0 1 1 B 1785170 5040000 712097 79544 4248359 2014 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 0 0 0 0 0 A 0 B 0 Garrison Consulting Entity more than 35% owned by Matthew Winch, Board Member 116866 Independent Contractor Arrangement 0 Form 990, Part VI, Section B, line 11b The CFO and Treasurer prepares the supporting documents for the preparation of the Form 990. When the CPA firm delivers the first draft of the Form 990, the CFO/Treasurer reviews the document and makes any appropriate edits. The revised draft is reviewed with the President/CEO, and any changes and edits are recommended to the CPA firm. The final draft is shared with the Finance Committee who votes to adopt the Form 990. The CFO/Treasurer approves the final draft and the form is filed with the IRS. Form 990, Part VI, Section B, line 12c Upon joining the board and annually thereafter, each board member is required to sign Spurwink's "Declaration of Potentially Conflicting Interest". The board member attests that they do not conduct business with Spurwink, their family members do not conduct business with Spurwink, and that they do not have business interests that compete with Spurwink, unless otherwise noted. Board members also attest that they have read Spurwink's conflict of interest policy. The board members are required to disclose any conflicts. The President/CEO reviews the disclosures and ensures that the board members with conflicts abstain from voting on matters related to the conflict. Form 990, Part VI, Section B, line 15 Spurwink's Vice President of Human Resources gathers data annually from publicly available sources about wages in other agencies. This information is shared with the Board of Directors. Spurwink's Board sets wages for the following corporate officers: President and CEO, Chief Operating Officer, Chief Financial Officer/Treasurer and Secretary/VP of CQI. Form 990, Part VI, Section C, line 19 Spurwink Services provides copies of its Form 990, governing documents, conflict of interest policy and financial statements upon request. The governing documents are filed with the Maine Secretary of State. Financial statements are public documents through our business with the Maine Departments of Health and Human Service, Education and Corrections. Form 990, Part IX, line 11g Consultant and Outside Services: Program service expenses 10,983,091. Management and general expenses 850,875. Fundraising expenses 102,717. Total expenses 11,936,683. Form 990, Part X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Spurwink Services, Inc. 901 Washington Avenue, Suite 100 Portland, ME 04103 EIN: 01-0319802 Section 1.263(a)-3(n) Election: Spurwink Services, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Change in Net Assets to Recognize Funded Status of Pension Plan 1,823,026. Excess of Assets Acquired over Liabilities Assumed in Acquisition 4,515,379. Form 990, Part XI, Line 8: Prior Period Adjustment: During the year, the Organization identified an issue in reporting under its Affiliates program. The subsequent investigation of amounts billed in 2017 and 2018 identified errors that resulted in overstatements of revenues and expenses of $1,443,489 and $1,033,573, respectively, for the year ended June 30, 2017. As a result, the 2017 financial statements were restated to reflect a decrease in revenue, expenses, and associated accounts receivable and payable, and a decrease in change in unrestricted net assets in 2017 of $409,916. FOR Developmental Resources 901 Washington Avenue Suite 100 Portland ME 04103 010285906 Providing Housing for Developmentally Disabled Adults ME 501(c)(3) Line 10 Spurwink Services Inc 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOR Developmental Resources D 290902 FMV