2017-05-15T07:19:56-05:00 2016-06-30 593204548 JAMES MOORE & CO PL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2015-07-01 590976866 SMA BEHAVIORAL HEALTH SERVICES INC SMAB 3862363200 1220 WILLIS AVE DAYTONA BEACH FL 321142810 IVAN COSIMI CEO 3862363200 2017-05-15 1 JAMES A HALLERAN P00005496 3862574100 2017-05-05 2015 2021-01-29 14:40:06Z STEWART-MARCHMAN-ACT BEHAVIORAL HEALTHCARE IVAN COSIMI 1220 WILLIS AVE DAYTONA BEACH FL 321142810 52926659 0 X WWW.SMABEHAVIORAL.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 19 19 1173 144 0 0 32575988 38267291 15341906 14100810 155943 231994 8885 11913 48082722 52612008 0 0 0 0 25839488 30016155 0 0 0 19983531 21190933 45823019 51207088 2259703 1404920 28651803 30592364 5829547 6407187 22822256 24185177 X TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. 0 0 12136141 1382728 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 15-16 THE ADULT RESIDENTIAL PROGRAM (ART) SERVED 85 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 226 WOMEN AND 88 CHILDREN DURING FY 15-16. A TOTAL OF 18 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 596 IN FY 15-16.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 24 RESIDENTS AND 8 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 64 YOUTH AND THEIR FAMILIES DURING FY 15-16.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 397 YOUTH AND THEIR FAMILIES IN FY 15-16.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 15-16 211 CLIENT WERE SERVED. 7600718 5184721 PHARMACY - SMA'S PHARMACY FILLED 58,929 PRESCRIPTIONS DURING FY 15-16; PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS OUTPATIENT CLIENTS. 4680964 1645632 MEDICAL OUTPATIENT - 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 2015-16 MEDICAL OUTPATIENT SERVICES WERE PROVIDED TO 8,923 CLIENTS. 22878677 5887729 THE ORGANIZATIONS OTHER PROGRAM SERVICES INCLUDE: ASSESSMENT, CRISIS SUPPORT, CRISIS STABILIZATION, INTERVENTION, OUTPATIENT, FACT TEAM, CCS TEAMS, RESIDENTIAL LEVEL 4, RESIDENTIAL DETOX, PREVENTION, INPATIENT, SHELTERED WORKSHOP, SUPPORTED EMPLOYMENT, AND OVERLAY. 22878677 5887729 47296500 1 1 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 37 0 1 1173 1 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ERIC J HORST 3862363200 1220 WILLIS AVE DAYTONA BEACH FL 321142810 ROBERT G FEATHER DIRECTOR 1.00 X 0 0 0 JACK C FISHER DIRECTOR 1.00 X 0 0 0 ANDREW GURTIS PAST CHAIRMAN 1.00 1.00 X 0 0 0 CONNIE RITCHEY CHAIRMAN 1.00 X X 0 0 0 JAMES ROSE DIRECTOR 1.00 X 0 0 0 TED SERBOUSEK DIRECTOR 1.00 X 0 0 0 ROSARIA UPCHURCH IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 THOMAS O'KEEFE TREASURER 1.00 X X 0 0 0 HOWARD STANGE VICE-CHAIR 1.00 1.00 X X 0 0 0 BENJIE BATES DIRECTOR 1.00 X 0 0 0 DAVID BECK DIRECTOR 1.00 X 0 0 0 MATTHEW FOXMAN SECRETARY 1.00 X X 0 0 0 ROBERT HARDWICK DIRECTOR 1.00 X 0 0 0 SALMAN AHMED DIRECTOR 1.00 X 0 0 0 BRUCE PAGE DIRECTOR 1.00 X 0 0 0 JAKARI YOUNG DIRECTOR 1.00 X 0 0 0 MARYANN FIELDS DIRECTOR 1.00 X 0 0 0 ALAN FLOREZ DIRECTOR 1.00 X 0 0 0 CARL LENTZ DIRECTOR/FOUNDATION CO-CHAIR 1.00 1.00 X 0 0 0 IVAN COSIMI CEO 40.00 X 157500 0 15564 RHONDA HARVEY CHIEF OPERATING OFFICER 40.00 X 109701 0 13529 ERIC HORST CHIEF FINANCIAL OFFICER 40.00 X 44536 0 99 ANTONIO CANAAN CHIEF MEDICAL OFFICER 40.00 X 296290 0 20311 GUY R CZAYKOWSKY PSYCHIATRIST 40.00 X 245074 0 17016 BRENDA CASTELLS CHILD PSYCHIATRIST 40.00 X 240764 0 8520 RICHARD CURLEY CHIEF INFORMATION OFFICER 40.00 X 106292 0 13399 CAROL DAVIS NURSE ADMINISTRATOR 40.00 X 113766 0 3720 THEODORE MATEIKA ARNP - ARNP TRAINER 40.00 X 138512 0 14601 1452435 0 106759 11 0 1 0 AMERISOURCEBERGEN - ORLANDO 2100 DIRECTORS ROW ORLANDO FL 32809 WHOLESALE DRUG 4646034 US FOOD SERVICE PO BOX 198421 ATLANTA GA 30384 FOOD SERVICES DISTRIBUTOR 593866 NETSMART TECHNOLOGIES 4950 COLLEGE BLVD OVERLAND PARK KS 66211 SOFTWARE DEVELOPMENT 562540 STOCKTON MAINTENANCE GROUP INC 1975 SANBURYS WAY SUITE 116 WEST PALM BEACH FL 33411 JANITORIAL SERVICES 416937 GFS PO BOX 88029 CHICAGO IL 60680 FOOD SERVICES DISTRIBUTOR 337968 36 130968 72523 35565597 2498203 2344136 38267291 PHARMACY 623990 5184670 5184670 MEDICARE & MEDICAID 623990 3069149 3069149 CONTRACTS 623990 2849344 2849344 CLIENT FEES & INSURANCE REIMBURSE 623990 2410536 2410536 587111 587111 14100810 101029 101029 440679 309714 130965 130965 130965 16850 4937 11913 11913 52612008 14100810 0 243907 764753 314686 450067 23447602 19869051 3578551 491133 417760 73373 3534272 2963372 570900 1778395 1467333 311062 76538 76538 105654 90502 15152 45063 45063 651750 623942 27808 30284 19549 10735 1282187 818568 463619 327363 262872 64491 3177548 2968900 208648 320370 250166 70204 113262 84674 28588 1065966 901173 164793 685989 580225 105764 ALLOCATION OF INDIRECT 0 2577488 -2577488 MEDICAL & PHARMACY 5075799 5074566 1233 DONATED ITEMS 2544681 2544681 CLIENT PROGRAMS & SERVI 2509277 2508816 461 3179202 2958176 221026 51207088 47296500 3910588 0 4288128 3408756 54779 3453729 5499014 832651 712524 457847 397041 1501704 1295107 275257 463660 25584474 16449670 8721067 9134804 8977538 9437016 143882 189663 28651803 30592364 3213434 3899971 112246 141980 736748 735406 1646960 1481482 120159 148348 5829547 6407187 X 15891657 17142191 6595977 6710673 334622 332313 22822256 24185177 28651803 30592364 X 1404920 -154386 112387 X X 0 1 X 1 1 1 X 27468478 27661444 30174945 32575988 38267291 156148146 27468478 27661444 30174945 32575988 38267291 156148146 156148146 112629 77562 81753 112697 101029 485670 156633816 75333607 0.99690 0.99660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 45063 45063 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 1570808 1570808 17017245 11351002 5666243 192590 179239 13351 4900475 3460017 1440458 1903356 1459412 443944 9134804 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 7042986 F CERTIFICATES OF DEPOSIT 51745 F MUTUAL FUNDS - FIXED INCOME 1006900 F MUTUAL FUNDS- EQUITY 1335385 F 9437016 DEFERRED COMPENSATION PLAN 148348 148348 X 53077686 -154386 615127 4937 465678 52612008 0 52612008 51827152 615127 4937 620064 51207088 0 51207088 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 IN 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE REPORTED ON PART VIII 4,937. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE REPORTED ON PART VIII 4,937. RACE PARKING 16850 16850 4937 16850 16850 4937 4937 11913 X X X X X 0 0 0 0 0 0 0 0 0 IVAN COSIMI CEO 155278 0 0 0 2222 0 9450 0 6114 0 173064 0 0 0 ANTONIO CANAAN CHIEF MEDICAL OFFICER 296290 0 0 0 0 0 14197 0 6114 0 316601 0 0 0 GUY R CZAYKOWSKY PSYCHIATRIST 245074 0 0 0 0 0 10902 0 6114 0 262090 0 0 0 BRENDA CASTELLS CHILD PSYCHIATRIST 240764 0 0 0 0 0 0 0 8520 0 249284 0 0 0 THEODORE MATEIKA ARNP - ARNP TRAINER 138512 0 0 0 0 0 8487 0 6114 0 153113 0 0 0 X 7951 FMV X 45 2336185 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 CHARLES FLAVIO AND MELISSA MURPHY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 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 BOARD OF DIRECTORS AFTER CONSIDERING THE SCOPE OF THE AGENCY AS COMPARED TO OTHER NON-PROFITS IN THE AREA. IN DETERMINING THE COMPENSATION OF THE CEO A COMPENSATION COMMITTEE IS FORMED. THE COMMITTEE UTILIZES COMPENSATION STUDIES AND SURVEYS AS WELL AS FORM 990 OF OTHER SIMILAR ORGANIZATIONS. THE CEO COMPENSATION HAS TO BE APPROVED BY THE BOARD. 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 112,387. 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 1220 WILLIS 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