2019-05-09T22:49:59-05:00 2018-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2017-07-01 590976866 SMA BEHAVIORAL HEALTH SERVICES INC SMAB 3862363200 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 IVAN COSIMI CEO 3862363200 2019-05-09 JAMES A HALLERAN P00005496 3862574100 2019-05-09 184.91.196.99 2019-05-09 22:49:20 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D116AE4E620090022073CA9813C02C752DD7BEC3 2017 2019-02-21 02:37:17Z STEWART-MARCHMAN-ACT BEHAVIORAL HEALTHCARE IVAN COSIMI 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 56815228 0 X WWW.SMABEHAVIORAL.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 15 15 1140 85 0 0 40559078 42489333 12936171 13140696 156317 521186 0 0 53651566 56151215 0 0 0 0 31619208 32239066 0 0 0 20173021 22494976 51792229 54734042 1859337 1417173 33361389 35680161 7255796 8651271 26105593 27028890 X TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. 0 1 12503759 1763437 RESIDENTIAL LEVEL II - 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 230 WOMEN AND 163 CHILDREN DURING FY 17-18. A TOTAL OF 25 DRUG-FREE BABIES WERE BORN AT PROJECT WARM DURING THE SAME PERIOD.REALITY HOUSE IS A UNIQUE, 173-BED THERAPEUTIC COMMUNITY FOR OFFENDERS FROM THE DEPARTMENT OF CORRECTIONS AND IS THE ONLY PROGRAM OF ITS KIND IN FLORIDA. THE REALITY HOUSE THERAPEUTIC COMMUNITY PROGRAM OFFERS A POSITIVE ENVIRONMENT FOR LEARNING HOW TO BE ACCOUNTABLE FOR ONE'S CHOICES IN A CARING COMMUNITY WHERE MEMBERS CAN HELP THEMSELVES AND EACH OTHER MAKE POSITIVE CHANGES. ADDITIONALLY, THE WORK RELEASE PROGRAMS ALLOW SELECTED INMATES TO WORK AT PAID EMPLOYMENT IN THE COMMUNITY DURING THE LAST MONTHS OF THEIR CONFINEMENT. CLIENTS SERVED IN THIS PROGRAM TOTALED 440 IN FY 17-18.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 14 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 57 YOUTH AND THEIR FAMILIES DURING FY 17-18.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 440 YOUTH AND THEIR FAMILIES IN FY 17-18.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 FY 17-18 137 CLIENTS WERE SERVED. 5441881 1262431 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 FY 17-18 MEDICAL OUTPATIENT SERVICES WERE PROVIDED TO 6,392 CLIENTS. 4674821 4615712 PHARMACY - SMA'S PHARMACY FILLED 59,891 PRESCRIPTIONS DURING FY 17-18; PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS OUTPATIENT CLIENTS (5,182 CLIENTS). 27346739 5499116 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. 27346739 5499116 49967200 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 1140 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ERIC J HORST 3862363200 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 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 VICE CHAIRMAN 1.00 X X 0 0 0 ROSARIA UPCHURCH PAST CHAIRMAN 1.00 X 0 0 0 THOMAS O'KEEFE TREASURER/SMABH LIASON 1.00 1.00 X X 0 0 0 HOWARD STANGE CHAIRMAN OF THE BOARD 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 ROBERT HARDWICK BOARD MEMBER 1.00 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 CHAIR 1.00 1.00 X 0 0 0 IVAN COSIMI CEO 40.00 X 155716 0 16848 RHONDA HARVEY CHIEF OPERATING OFFICER 40.00 X 129624 0 13858 ERIC J HORST CHIEF FINANCIAL OFFICER 40.00 X 122990 0 7478 ANTONIO CANAAN CHIEF MEDICAL OFFICER 40.00 X 295349 0 22224 GUY R CZAYKOWSKY FACT PSYCHIATRIST 40.00 X 239901 0 19256 TED F MATEJKA ARNP - ARNP TRAINER 40.00 X 151063 0 15184 JACQUES H AMOLE FACT ARNP PROVIDER 40.00 X 128988 0 14183 HARRY H BLACK MEDICAL DIRECTOR 40.00 X 119591 0 99 CAROL F DAVIS NURSE ADMINISTRATOR 40.00 X 122820 0 7479 1466042 0 116609 17 0 1 0 AMERISOURCEBERGEN-ORLANDO 10910 LEE VISTA BLVD STE 401 ORLANDO FL 328298076 WHOLESALE DRUG 1582098 HALL CONSTRUCTION COMPANY INC 902 S NOVA ROAD DAYTONA BEACH FL 32114 BUILDER/CONSTRUCTION 770101 US FOODSERVICE INC PO BOX 198421 ATLANTA GA 30384 FOOD SUPPLIER 569258 STOCKTON MAINTENANCE GROUP INC 1975 SANSBURYS WAY SUITE 116 WEST PALM BEACH FL 33411 JANITORIAL SERVICES 375140 GFS PO BOX 88029 CHICAGO IL 60680 FOOD SUPPLIER 355734 30 135977 832423 38191793 3329140 3753179 42489333 PHARMACY 923990 4615712 4615712 CONTRACTS 623990 3100473 3100473 MEDICARE AND MEDICAID 623990 2515494 2515494 CLIENT FEES & INSUR. REIMBURSEMEN 623990 2245134 2245134 663883 663883 13140696 109475 109475 669967 405757 625167 38846 44800 366911 411711 411711 56151215 13140696 0 521186 836208 347303 488905 25354840 21166008 4188832 574609 464933 109676 3527115 2845737 681378 1946294 1605655 340639 74572 1905 72667 89080 15100 73980 45388 45388 1590317 1437089 153228 55956 25482 30474 1216453 770182 446271 482015 346157 135858 2951291 2599026 352265 395037 314359 80678 134488 32910 101578 1289875 964662 325213 743723 594621 149102 ALLOCATION OF INDIRECT 0 3316670 -3316670 MEDICAL & PHARMACY 5085237 5083890 1347 DONATED ITEMS 3051404 3051404 CLIENT PROGRAMS & SERVI 2881439 2880876 563 2408701 2103231 305470 54734042 49967200 4766842 0 2593054 4656963 63811 66640 6062002 5286305 729185 813153 333291 0 1482309 1686039 465359 546634 30092147 16799177 11623309 13292970 2675539 2793977 6823996 6297936 509534 239544 33361389 35680161 3443737 4456250 538489 405841 988588 1048963 2106303 2529218 178679 210999 7255796 8651271 X 19281597 20730954 6467706 5964543 356290 333393 26105593 27028890 33361389 35680161 X 1417173 32184 -526060 X X 0 1 X 1 1 1 X 30174945 32575988 38267291 40559078 42489333 184066635 30174945 32575988 38267291 40559078 42489333 184066635 184066635 81753 112697 101029 84077 109475 489031 184555666 69248324 0.99740 0.99730 X 0 0 0 0 0 0 0 0 1 45388 45388 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 2099098 2099098 20084650 11143226 8941424 200150 185380 14770 5637676 4075851 1561825 2070573 1394720 675853 13292970 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 6297936 F 6297936 DEFERRED COMPENSATION PLAN 210999 210999 X 56800625 32184 617226 649410 56151215 0 56151215 55351268 617226 617226 54734042 0 54734042 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 143716 0 12000 0 0 0 9720 0 7128 0 172564 0 0 0 ANTONIO CANAAN CHIEF MEDICAL OFFICER 295349 0 0 0 0 0 16198 0 6026 0 317573 0 0 0 GUY R CZAYKOWSKY FACT PSYCHIATRIST 239901 0 0 0 0 0 13216 0 6040 0 259157 0 0 0 TED F MATEJKA ARNP - ARNP TRAINER 150961 0 102 0 0 0 9134 0 6050 0 166247 0 0 0 X 1 578127 VALUE FROM DONATING ORG X 67 3175052 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 3 THE PUTNAM ADULT RESIDENTIAL PROGRAM (ART) CLOSED IN OCTOBER 2017. 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 THE FOUNDATION -526,060. 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. STEWART-MARCHMAN-ACT FOUNDATION 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 1