2018-05-14T11:34:29-04:00 2017-06-30 590548468 PURVIS GRAY & COMPANY LLP 222 NORTH EAST FIRST STREET GAINESVILLE FL 32601 990 2016-07-01 591906214 MERIDIAN BEHAVIORAL HEALTHCARE INC MERI 3523745600 PO BOX 141750 GAINESVILLE FL 32614 DR MARGARITA M LABARTA CEO, PRESIDENT 9047580555 2018-05-10 true RONALD D WHITESIDES CPA P00071000 3523782461 2018-05-10 2016 2022-09-23 18:48:47Z DR MARGARITA M LABARTA PO BOX 141750 GAINESVILLE FL 32614 41960023 false X WWW.MBHCI.ORG X 1978 FL THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE RECOVERY AND OFFER SOLUTIONS TO THOSE FACING MENTAL ILLNESSES, ADDICTION AND OTHER SOCIAL CHALLENGES. 14 14 924 27 43083 -3917 19469467 21792863 18307141 19941905 104570 50691 90950 126994 37972128 41912453 0 0 25078958 27859343 0 0 11708460 12853652 36787418 40712995 1184710 1199458 18945100 19583691 9690291 8956273 9254809 10627418 X THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE RECOVERY AND OFFER SOLUTIONS TO THOSE FACING MENTAL ILLNESSES, ADDICTION AND OTHER SOCIAL CHALLENGES. false false 36640142 19941905 PROVIDING SERVICES AND CARE TO ADULTS AND CHILDREN WITH MENTAL ILLNESSES OR SUBSTANCE ABUSE DISORDERS. THE ORGANIZATION'S EXEMPT SERVICES CONSIST OF THE FOLLOWING PROGRAMS WITH THE CORRESPONDING NUMBER OF CLIENTS SERVED IN EACH PROGRAM: PROGRAM ADULT JUVENILE EMERGENCY & INPATIENT SERVICES 4,491 738 PRIMARY CARE 7,849 1,632 PSYCHIATRY 6,905 1,783 OUTPATIENT SERVICES 10,126 3,397 RESIDENTIAL TREATMENT 432 41 MEDICATION ASSISTED TREATMENT 1,310 N/A CARE COORDINATION/CASE MANAGEMENT 901 236 REHAB SERVICES 249 N/A CRIMINAL JUSTICE DIVERSION 730 N/A HOUSING SUPPORT SERVICES 95 N/A FAMILY SUPPORT SERVICES (FIS/FIT) 1,291 N/A TOTAL (UNDUPLICATED) 14,582 4,345 TOTAL 18,927 36640142 true true false true false false false false true true true false false false true false true false false false false false false false false false false false false true true false false false false false false false false false false true false false false false true true true false false true 211 0 924 true true true false false false false true true false false false false X 14 14 false false true false false false false true true false true true true true true true true true true true false X JOHN CORNEILSON 3523745600 PO BOX 141750 GAINESVILLE FL 32614 ROSS CHANDLER BOARD MEMBER 1.00 X 0 0 0 DEBORAH GORDON BOARD MEMBER 1.00 X 0 0 0 PAUL METTS BOARD MEMBER 4.00 X 0 0 0 PATRICIA YATES CHAIR 0.50 X X 0 0 0 SINOMA BROWN IMM PAST CHA 1.00 X X 0 0 0 SHARON LONGWORTH SECRETARY 0.10 X X 0 0 0 SHARON GAY VICE-CHAIR 2.00 X X 0 0 0 IRMA PHILLIPS-MAXWELL BOARD MEMBER 0.50 X 0 0 0 BRYAN DA FROTA BOARD MEMBER 0.50 X 0 0 0 ROBERT L DOUGLAS BOARD MEMBER 1.00 X 0 0 0 JODI IRVING BOARD MEMBER 0.20 X 0 0 0 TIMOTHY J TREWEEK BOARD MEMBER 1.50 X 0 0 0 BECKY SHARPE BOARD MEMBER 3.00 X 0 0 0 SUSAN SUMMERS BOARD MEMBER 3.00 X 0 0 0 JOHN MARTZ BOARD MEMBER 0.50 X 0 0 0 JEFF FELLER BOARD MEMBER 1.00 X 0 0 0 TONIA WERNER CHIEF MED. O 40.00 X 427468 0 12772 DR MARGARITA M LABARTA CEO, PRESIDE 50.00 X 229881 0 18985 DONALD SAVOIE EXEC VP, COO 50.00 X 138667 0 19118 RICHARD V ANDERSON SR VP CCO 50.00 X 128441 0 17258 JACQUELINE KNABEL CHRO 50.00 X 114531 0 10391 JOHN CORNEILSON CFO 50.00 X 114009 0 17154 MELINDA CHAMBERS SR VP, CPO 50.00 X 107135 0 9022 STEVEN PINKERT PSYCHIATRIST 40.00 X 256606 0 26384 LAURIE SOLOMON PSYCHIATRIST 40.00 X 253276 0 26836 SANFORD A KAUFMAN PSYCHIATRIST 40.00 X 244151 0 27160 ROBERT W BACHUS PSYCHIATRIST 40.00 X 229459 0 12144 JOHN H ABERNETHY III MEDICAL DIRE 40.00 X 214529 0 17438 2458153 214662 18 false true false GRAY CONSTRUCTION SERVICES INC 222 W WADE ST TRENTON FL 32693 CONSTRUCTION 285297 UNIVERSITY OF FLORIDA DEPT OF PSYCH PO BOX 103424 GAINESVILLE FL 32610 TEMP DR SERVICE 246182 OELRICH CONSTRUCTION INC 275 NW 137TH DRIVE JONESVILLE FL 32669 CONSTRUCTION 239997 SECURITY SAFE COMPANY 7585 216TH STREET OBRIEN FL 32071 SECURITY 145545 AKERMAN LLP PO BOX 4906 ORLANDO FL 32802 LEGAL 111917 5 3329 14600 19560113 2214821 2024078 21792863 MEDICAID FEES 624100 15968299 15968299 INSURANCE FEES 624100 1173201 1173201 CLIENT FEES 624100 1160759 1160759 MISCELLANEOUS CLINICAL 624100 739018 739018 OTHER 624100 650759 650759 249869 249869 19941905 23980 23980 35220 35220 53585 53585 53585 53585 5951 48097 27337 5951 20760 26711 26711 14600 20233 -20233 -20233 FINGERPRINTING REVENUE 900099 43083 43083 CAFETERIA REVENUE 900099 7952 7952 BADGE/HR 900099 4387 4387 3000 3000 58422 41912453 19941905 43083 134602 1523593 998799 524794 22381091 20755115 1625976 1104940 1018462 86478 1987089 1836139 150950 862630 787203 75427 156295 120402 35893 39700 39700 26250 26250 8069 8069 1110246 861192 249054 106993 93207 13786 1237365 1144121 93244 85314 82980 2334 1264704 1247334 17370 527771 459761 68010 323696 281984 41712 178871 178871 1060402 1051702 8700 864790 840409 24381 MEDICAL SUPPLIES 2878960 2282887 596073 BAD DEBT EXPENSE 1279624 1279624 CLIENT FLEX FUNDS 734721 734721 FOOD SUPPLIES 654906 654528 378 314975 101503 213472 40712995 36640142 4072853 0 X 1358143 2504305 883608 360555 5983339 4134846 144131 289941 354733 301146 22176682 13583384 8745641 8593298 117221 1943490 694417 764704 663867 691406 18945100 19583691 2343401 2932956 878834 6195396 5754536 60835 65043 194960 155500 16865 48238 9690291 8956273 X 8882762 10073026 182345 372047 372047 9254809 10627418 18945100 19583691 X 1199458 173151 8069 -8069 X false true X true true true X 16212975 16265705 19126424 19469467 21792863 92867434 16212975 16265705 19126424 19469467 21792863 92867434 92867434 110889 112963 136091 155661 112785 628389 7031 6012 9328 2401 24772 66556 46549 72368 21971 15339 222783 93743378 86721146 0.99070 0.98790 X PART II, LINE 10 OTHER MISCELLANEOUS 206,929 SPECIAL EVENT REVENUE 15,854 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26250 26250 40686745 40712995 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 91060 37500 30000 26250 184810 250000 250000 250000 250000 1000000 1500000 false true X 372047 39786 39786 372047 372047 372047 372047 372047 372047 372047 372047 372047 1.00000 true false 626535 626535 17113106 10742346 6370760 4159143 2782793 1376350 277898 58245 219653 8593298 RETAINER DEPOSIT 40100 TENANT SECURITY DEPOSITS 3480 FACILITIES RECYCLING FUND 2145 CHOICE APTS LAUNDRY MONEY 1821 CLIENT FUNDS 692 48238 42006623 173151 91200 -8069 256282 41750341 162112 162112 41912453 40816359 91200 20233 111433 40704926 8069 8069 40712995 SCHEDULE D, PAGE 2, PART IV, LINE 2B MERIDIAN MANAGES FUNDS ONLY FOR THOSE CLIENTS WHO ARE IN A GROUP HOME FOR WHICH MERIDIAN IS PAYEE. SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTEREST FROM THESE FUNDS ARE USED TO PAY FOR A BED IN THE RESIDENTIAL TREATMENT PROGRAM FOR INDIVIDUALS WHO ARE UNABLE TO PAY. SCHEDULE D, PAGE 4, PART XI, LINE 2D INVESTMENT MANAGEMENT & BANK FEES -8,069 SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING DIRECT EXPENSES -20,233 RESTRICTED DONATIONS 182,345 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING DIRECT EXPENSES 20,233 X X false false false false false false false false false TONIA WERNER CHIEF MED. OFFICER 245000 14330 168138 4461 8311 440240 DR MARGARITA M LABARTA CEO, PRESIDENT 194237 25000 10644 10395 8590 248866 DONALD SAVOIE EXEC VP, COO 124599 14000 68 10399 8719 157785 STEVEN PINKERT PSYCHIATRIST 230283 26323 19245 7139 282990 LAURIE SOLOMON PSYCHIATRIST 230000 23276 18996 7840 280112 SANFORD A KAUFMAN PSYCHIATRIST 217356 2046 24749 18311 8849 271311 ROBERT W BACHUS PSYCHIATRIST 215880 289 13290 2983 9161 241603 JOHN H ABERNETHY III MEDICAL DIRECTOR 199808 14721 16090 1348 231967 A BBVA COMPASS BANK 2013A 630476286 NONE00000 2013-07-09 4420000 REFUNDING ISSUE false false false B BBVA COMPASS BANK 2013B 630476286 NONE00000 2013-07-09 3000000 CONSTRUCTION OF NEW ADMIN BUILDING false false false A 992096 4420000 78976 4293430 47594 true false true true B 673368 3000000 53604 2940000 6396 2016 false false true true A false false false false false false false B false false false false false false false A false false false false false false false false false B false false false false false false false false false A false B false SCHEDULE K - ADDITIONAL INFORMATION BBVA COMPASS BANK 2013A LINE 9 CONSISTS OF PROCEEDS USED TO PAY OFF THE PREVIOUS ISSUE WITH REGIONS BANK. X 234976 2024078 VALUE PER DONOR false false false SCHEDULE M, PAGE 2, PART II MERIDIAN IS REPORTING IN COLUMN (B) OF PART I THE NUMBER OF ITEMS CONTRIBUTED. FORM 990 FORM 990, PART IX, LINE 24E INCLUDES UNRELATED BUSINESS TAX OF 0 FORM 990, PAGE 2, PART III, LINE 4A RESIDENTIAL TREATMENT 432 41 MEDICATION ASSISTED TREATMENT 1,310 N/A CARE COORDINATION/CASE MANAGEMENT 901 236 REHAB SERVICES 249 N/A CRIMINAL JUSTICE DIVERSION 730 N/A HOUSING SUPPORT SERVICES 95 N/A FAMILY SUPPORT SERVICES (FIS/FIT) 1,291 N/A TOTAL (UNDUPLICATED) 14,582 4,345 TOTAL 18,927 FORM 990, PAGE 6, PART VI, LINE 4 THE CORPORATION AMENDED ITS BYLAWS RELATED TO APPOINTMENT OF MEMBERSHIP TO THE BOARD OF DIRECTORS. EFFECTIVE JANUARY 1, 2017, BOARD MEMBERS WILL NO LONGER BE APPOINTED BY BOARD OF COUNTY COMMISSIONERS FROM COUNTIES WITHIN MERIDIANS SERVICE AREA. EFFECTIVELY, BOARD MEMBERS WILL BE APPOINTED ANNUALLY BY A NOMINATING COMMITTEE COMPOSED OF CURRENT MEMBERS OF THE BOARD OF DIRECTORS. GIVEN THE CIRCUMSTANCES, THE CORPORATION WILL NO LONGER MEET THE QUALIFICATIONS OF AN ENTITY REQUIRED TO REPORT FINANCIAL INFORMATION IN CONFORMITY WITH STANDARDS OF GASB. EFFECTIVE JANUARY 1, 2017, THE CORPORATION WILL BE REQUIRED TO REPORT FINANCIAL INFORMATION IN CONFORMITY WITH STANDARDS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB). FORM 990, PAGE 6, PART VI, LINE 11B A DETAIL REVIEW OF THE FINAL FORM 990 IS CONDUCTED BY THE VICE PRESIDENT-COMPTROLLER, CFO AND CEO. A FINAL COPY OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C MERIDIAN REQUIRES ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS. IF A CONFLICT ARISES, THAT PERSON SHALL GENERALLY BE RECUSED FROM PARTICIPATING IN AN ACTION INVOLVING THAT SUBJECT MATTER. FORM 990, PAGE 6, PART VI, LINE 15A MERIDIAN HAS A COMPENSATION POLICY USED TO DETERMINE THE SALARY OF THE CEO. THIS POLICY REQUIRES THE BOARD EXECUTIVE COMMITTEE TO REVIEW ANNUALLY THE CEO COMPENSATION AT THE TIME OF THE ANNUAL PERFORMANCE REVIEW. THE EXECUTIVE COMMITTEE USES COMPENSATION SURVEYS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE PERFORMANCE AND COMPENSATION OF THE CEO SHALL BE FORMALLY REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS AND THE DELIBERATIONS REFLECTED IN THE MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF EMPLOYEES OTHER THAN THE CEO ARE DETERMINED BY THE CEO UTILIZING APPROPRIATE FACTORS SUCH AS EXPERIENCE, EDUCATION, LENGTH OF SERVICE, MARKET CONDITIONS AND JOB RESPONSIBILITIES. FORM 990, PAGE 6, PART VI, LINE 19 MERIDIAN MAKES AVAILABLE ON ITS WEBSITE THE ANNUAL REPORT. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART X PRIOR PERIOD INFORMATION FOR THE AUDITED FINANCIAL STATEMENTS WAS REPORTED IN CONFORMITY WITH THE GOVERNMENT ACCOUNTING STANDARDS BOARD (GASB). EFFECTIVE JANUARY 1, 2017, AND DUE TO A CHANGE IN THE CORPORATIONS ARTICLES OF INCORPORATION, THE CORPORATION IS NOW REPORTING IN CONFORMITY WITH THE FASB. PRIOR YEAR LINE 30(B) 6,527,477 PRIOR YEAR LINE 31(B) 2,355,285 ---------- CURRENT YEAR LINE 27(A) 8,882,762 ========== PRIOR YEAR LINE 32(B) IS NOW REPORTED ON CURRENT YEAR LINE 29(A). THE TOTAL NET ASSETS OR FUND BALANCES AS OF 6/30/16 OF 9,254,809 REMAINS UNCHANGED. FORM 990, PART XI, LINE 9 INVESTMENT MANAGEMENT & BANK FEES -8,069 NEW HORIZONS PROPERTIES INC NEW HORIZONS PROPERTIES INC 4300 S W 13TH STREET 4300 SW 13TH STREET GAINESVILLE FL 32608 592318762 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES II INC NEW HORIZONS PROPERTIES II INC 4300 S W 13TH STREET 4300 SW 13TH STREET GAINESVILLE FL 32608 592408827 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES III INC NEW HORIZONS PROPERTIES III INC 4300 S W 13TH STREET 4300 SW 13TH STREET GAINESVILLE FL 32608 592528673 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES IV INC NEW HORIZONS PROPERTIES IV INC 4300 S W 13TH STREET 4300 S W 13TH STREET GAINESVILLE FL 32608 593366439 HOUSING FL 501C3 7 NA N/A false false false false true false false false false false false false false false false false false false false false NEW HORIZONS PROPERTIES II INC D 64869 FAIR MARKET VALUE