2018-05-14T14:30:51-05:00 2017-06-30 593204548 JAMES MOORE & CO PL 121 EXECUTIVE CIR DAYTONA BEACH FL 321141180 990 2016-07-01 590976866 SMA BEHAVIORAL HEALTH SERVICES INC SMAB 3862363200 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 IVAN COSIMI CEO 3862363200 2018-05-14 1 JAMES A HALLERAN P00005496 3862574100 2018-05-14 2016 2022-09-23 18:48:47Z X STEWART-MARCHMAN-ACT BEHAVIORAL HEALTHCARE IVAN COSIMI 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 54694822 0 X WWW.SMABEHAVIORAL.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 15 15 1086 108 0 0 38267291 40559078 14100810 12936171 231994 156317 11913 0 52612008 53651566 0 0 0 0 30016155 31619208 0 0 0 21190933 20173021 51207088 51792229 1404920 1859337 30592364 33361389 6407187 7255796 24185177 26105593 X TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. 0 0 12506585 1717269 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. IN FY 16-17 THE ADULT RESIDENTIAL PROGRAM (ART) SERVED 77 CLIENTS IN PUTNAM COUNTY.PROJECT WARM, A COMPREHENSIVE SUBSTANCE ABUSE RESIDENTIAL TREATMENT PROGRAM PROVIDING SERVICES FOR PREGNANT AND POSTPARTUM WOMEN AND THEIR CHILDREN AGE 5 AND UNDER, SERVED 259 WOMEN AND 88 CHILDREN DURING FY 16-17. A TOTAL OF 33 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 578 IN FY 16-17.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 18 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. THE RAP PROGRAM SERVED 66 YOUTH AND THEIR FAMILIES DURING FY 16-17.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 390 YOUTH AND THEIR FAMILIES IN FY 16-17.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 16-17 159 CLIENTS WERE SERVED. 4667246 1469650 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 16-17 MEDICAL OUTPATIENT SERVICES WERE PROVIDED TO 8,131 CLIENTS. 4081562 4018850 PHARMACY - SMA'S PHARMACY FILLED 54,277 PRESCRIPTIONS DURING FY 16-17; PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS OUTPATIENT CLIENTS. 26552735 5730402 THE ORGANIZATIONS OTHER PROGRAM SERVICES INCLUDE: ASSESSMENT, CRISIS SUPPORT, CRISIS STABILIZATION, INTERVENTION, OUTPATIENT, FACT TEAM, CCS TEAMS, RESIDENTIAL LEVEL 1, RESIDENTIAL DETOX, PREVENTION, SUPPORTED EMPLOYMENT, SHELTERED WORKSHOP, OVERLAY, AND DROP IN CENTER. 26552735 5730402 47808128 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 29 0 1 1086 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 1.00 X X 0 0 0 ROSARIA UPCHURCH PAST CHAIRMAN 1.00 X 0 0 0 THOMAS O'KEEFE TREASURER 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 DAVID BECK 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 ALAN FLOREZ BOARD MEMBER 1.00 X 0 0 0 CARL LENTZ BOARD MEMBER/FOUNDATION CO-CHAIR 1.00 1.00 X 0 0 0 IVAN COSIMI CEO 40.00 X 171200 0 16154 RHONDA HARVEY CHIEF OPERATING OFFICER 40.00 X 123553 0 14084 ERIC J HORST CHIEF FINANCIAL OFFICER 40.00 X 122990 0 2937 ANTONIO CANAAN CHIEF MEDICAL OFFICER 40.00 X 268822 0 21771 GUY R CZAYKOWSKY FACT PSYCHIATRIST 40.00 X 243707 0 19860 TED F MATEJKA ARNP - ARNP TRAINER 40.00 X 142597 0 14848 JACQUES H AMOLE FACT ARNP PROVIDER 40.00 X 118663 0 7219 ELIZABETH L WOODS ARNP 40.00 X 117003 0 7119 CAROL F DAVIS NURSE ADMINISTRATOR 40.00 X 120426 0 7341 1428961 0 111333 17 0 1 0 AMERISOURCEBERGEN-ORLANDO 10910 LEE VISTA BLVD STE 401 ORLANDO FL 328298076 WHOLESALE DRUG 3802393 HALL CONSTRUCTION COMPANY INC 902 S NOVA ROAD DAYTONA BEACH FL 32114 BUILDER/CONSTRUCTION 1008280 US FOODSERVICE INC PO BOX 198421 ATLANTA GA 30384 FOOD SUPPLIER 545942 STOCKTON MAINTENANCE GROUP INC 1975 SANSBURYS WAY SUITE 116 WEST PALM BEACH FL 33411 JANITORIAL SERVICES 410340 GFS PO BOX 88029 CHICAGO IL 60680 FOOD SUPPLIER 314108 37 136831 581906 37436267 2404074 2004778 40559078 PHARMACY 623990 4022050 4022050 CONTRACTS 623990 3059707 3059707 CLIENT FEES & INSURANCE REIMBURSE 623990 2642132 2642132 MEDICARE & MEDICAID 623990 2546168 2546168 666114 666114 12936171 84077 84077 1107014 8482 1042621 635 64393 7847 72240 72240 53651566 12936171 0 156317 503726 503726 25065167 21175994 3889173 587139 498244 88895 3612853 2960004 652849 1850323 1528775 321548 17636 444 17192 94932 77407 17525 44285 44285 658561 595111 63450 25320 2617 22703 1339575 894436 445139 349930 256987 92943 3057130 2816572 240558 456182 372681 83501 101644 48821 52823 1140875 948499 192376 715524 567721 147803 ALLOCATION OF INDIRECT 0 3115570 -3115570 MEDICAL & PHARMACY 4349641 4348830 811 CLIENT PROGRAMS & SERVI 2719173 2718873 300 DONATED ITEMS 2082478 2082478 3020135 2798064 222071 51792229 47808128 3984101 0 3408756 2593054 54779 63811 5499014 6062002 712524 729185 397041 333291 1295107 1482309 463660 465359 27674260 16050951 9134804 11623309 2394030 2675539 7042986 6823996 189663 509534 30592364 33361389 3899971 3443737 141980 538489 735406 988588 1481482 2106303 148348 178679 6407187 7255796 X 17142191 19281597 6710673 6467706 332313 356290 24185177 26105593 30592364 33361389 X 1859337 280069 -218990 X X 0 1 X 1 1 1 X 27661444 30174945 32575988 38267291 40559078 169238746 27661444 30174945 32575988 38267291 40559078 169238746 169238746 77562 81753 112697 101029 84077 457118 169695864 71592162 0.99730 0.99690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 44285 44285 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 1659118 1659118 18494502 10884952 7609550 200150 182139 18011 5317560 3483390 1834170 2002930 1500470 502460 11623309 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 6823996 F 6823996 DEFERRED COMPENSATION PLAN 178679 178679 X 54533045 280069 601410 881479 53651566 0 53651566 52393639 601410 601410 51792229 0 51792229 PART IV, LINE 2B: AS OF JULY 1, 2012 THE ORGANIZATION CHANGED IT'S METHOD OF RECORDING CONTRIBUTIONS OF PHARMACEUTICALS RECEIVED THROUGH THE PHARMACEUTICAL ASSISTANCE PROGRAM. THESE PHARMACEUTICALS ARE NOW RECORDED AS AN AGENCY TRANSACTION WHERE THE ORGANZATION 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 X 0 0 0 0 0 0 0 0 0 IVAN COSIMI CEO 171200 0 0 0 0 0 9900 0 6254 0 187354 0 0 0 ANTONIO CANAAN CHIEF MEDICAL OFFICER 268822 0 0 0 0 0 15541 0 6230 0 290593 0 0 0 GUY R CZAYKOWSKY FACT PSYCHIATRIST 243707 0 0 0 0 0 13606 0 6254 0 263567 0 0 0 TED F MATEJKA ARNP - ARNP TRAINER 142597 0 0 0 0 0 8594 0 6254 0 157445 0 0 0 X 42 2004778 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 -218,990. 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 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 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0