2016-05-13T09:45:40-05:00 2015-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2014-07-01 010319802 Spurwink Services Inc SPUR 2078711200 899 Riverside Street Portland ME 04103 Eric Meyer President & CEO 2078711200 2016-05-13 1 Joseph R Byrne CPA P01289281 2077752387 2016-05-13 2014 2016-08-17 19:52:53Z Eric Meyer 899 Riverside Street Portland ME 04103 54206558 0 X www.spurwink.org X 1960 ME Spurwink is a nationally accredited provider of behavioral health and education services for children, adults & families. 11 11 1153 100 0 0 3268076 3147115 47347827 50815665 420510 211842 5123 -29102 51041536 54145520 0 0 0 0 34430145 32292264 0 0 253631 15638960 18803898 50069105 51096162 972431 3049358 25751162 27733103 17028166 18908037 8722996 8825066 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 37675941 42847182 Across Spurwink, treatment for children takes place in 1) residential programs in Cumberland, Androscoggin, Kennebec and Somerset Counties (222 children served per year); 2) six schools for special education in Cumberland, Androscoggin, Kennebec, Somerset and York Counties (257 children served per year); 3) outpatient & community services in 13 of Maine's 16 counties, including targeted case management, public school counseling, functional family therapy, treatment foster care, integrated behavioral health services in primary care practices, trauma therapy for refugees, outpatient therapy, and home and community based treatment (3,287 children served per year); and 4) diagnostic evaluations for child abuse at the only forensic child abuse clinic in Maine (1,201 children served per year). 7243197 7968483 Treatment for adults with intellectual disabilities occurs in residential and community support programs in Cumberland and York Counties (serving 46 and 41, respectively, per year). Treatment for adults with severe and persistent mental illness occurs at two outpatient clinics in downtown Portland (serving 744 adults per year), and through integrated behavioral health services in services in primary care practices (serving 613 adults per year), consisting of medication management, outpatient therapy and an assertive community treatment (ACT) teams.Treatment also occurs across 13 of Maine's counties through an affiliate network of licensed outpatient therapists for children, adults & families challenged by intellectual disabilities, including autism, and mental illness. Our affiliate network serves 396 children & 231 adults each year. 44919138 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 147 0 1 1153 1 0 0 0 0 0 0 0 0 0 0 X 11 11 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 899 Riverside St Portland ME 04103 Stacey Ryan Board Member 1.00 X 0 0 0 Tari Advani MD Board Member 1.00 X 0 0 0 Cathy Breen Board Member 1.00 X 0 0 0 Leo Martin Board Member 1.00 X 0 0 0 Alistair Raymond Esq Vice Chair 2.00 X X 0 0 0 Matthew Winch Board Chair 5.00 X X 0 0 0 Catherine Liston Board Member 2.00 X 0 0 0 Theresa Kelly Board Member 1.00 X 0 0 0 Dan Fishbein MD Board Member 2.00 X 0 0 0 Melissa Lalumiere Board Member 1.00 X 0 0 0 Thomas Daffron Board Member 1.00 X 0 0 0 Daniel Bonner Vice President of Operations/COO 40.00 X 164094 0 8214 Nancy G Irving Past Chief Administrative Officer 40.00 X 149507 0 7649 John McAnuff CFO 40.00 X 127513 0 8052 Eric L Meyer President/CEO 40.00 X 247547 0 27479 Lawrence R Ricci MD Program Director 40.00 X 176353 0 8084 Robert A Haines MD Medical Director - PHC 40.00 X 128560 0 8405 David Walter DO Medical Director 40.00 X 187886 0 0 David B Lobozzo MD Past Medical Director - PHC 40.00 X 127534 0 1237 Albert M Durgin Vice President of CQI 40.00 X 103623 0 8405 1412617 0 77525 9 0 1 0 Dirigo Management 1 City Center 1 Portland ME 04101 Property Management 452759 Boulos Property Management 1 Canal Plaza Portland ME 04101 Property Management 360000 Workgroup Technology PO Box 110 Westbrook ME 040980110 IT Consulting 166052 Hazelden Publishing PO Box 860337 Minneapolis MN 554860337 Publishing Services 152460 Jeffrey Berthiaume 12 South Ridge Drive Winslow ME 04901 LCSW Services 149826 8 87000 2641611 418504 3147115 Fees for Services 624100 50095274 50095274 Miscellaneous 624100 832205 832205 Training Revenue 624100 118027 118027 Charity Care Adj. 624100 -229841 -229841 50815665 216942 216942 5100 -5100 -5100 -5100 50922 87000 55938 -5016 -5016 Loss on Refinancing of Long-Term 900099 -24086 -24086 -24086 54145520 50815665 0 182740 740055 51834 627015 61206 28549378 25907341 2547935 94102 71090 71090 589296 566731 20803 1762 2342445 2128875 201041 12529 168095 168095 60714 60714 4537093 4054213 482880 1335427 1034912 298412 2103 3541148 2831663 708874 611 788142 734493 52328 1321 379450 375935 3437 78 913140 716656 196079 405 3294727 3063252 203689 27786 Medical & Education Sup 1178590 1173246 5344 Service Provider Tax 1089044 1089044 Miscellaneous 549397 388301 110975 50121 Bad Debt Expense 492258 492258 476673 310384 164682 1607 51096162 44919138 5923393 253631 X 3704266 1455817 4152934 2154502 4675663 7285362 489512 472411 25456220 11947727 11880887 13508493 119037 673940 123541 103690 605322 2078888 25751162 27733103 8155294 9481208 208235 648138 7982832 6841343 364702 1782402 317103 154946 17028166 18908037 X 8675612 8779249 18773 17206 28611 28611 8722996 8825066 25751162 27733103 X 3049358 -2947288 X 0 1 X 1 1 1 X 3912086 4011076 2267647 3268076 3147115 16606000 3912086 4011076 2267647 3268076 3147115 16606000 16606000 83642 65820 70234 66032 216942 502670 822962 240320 1063282 18171952 243191797 0.91380 0.92050 X Schedule A, Part II, Line 10, Explanation of Other Income: Bad Debt Recovery RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 600 600 0 Part II-B, Line 1: A portion of the dues paid to an organization were attributable to lobbying expenses. 1598950 1598950 17381270 9101160 8280110 1362934 467912 895022 3640218 2378655 1261563 1472848 1472848 13508493 Deposits 655267 Annuity Receivable 1423621 2078888 Program Settlements Payable 154946 154946 51254170 -2891350 -2891350 54145520 0 54145520 51152100 55938 55938 51096162 0 51096162 Part XI, Line 2d - Other Adjustments: Change in Net Assets to Recognize Funded Status of Pension Plan -2,947,288. Fundraising Events 55,938. Part XII, Line 2d - Other Adjustments: Fundraising Events 55,938. Humanitarian of the Year 137922 87000 50922 3000 49738 3200 137922 87000 50922 3000 49738 3200 55938 -5016 1 X X 0 0 0 0 0 0 0 1 0 Daniel Bonner Vice President of Operations/COO 161841 0 0 0 2253 0 0 0 8214 0 172308 0 0 0 Nancy G Irving Past Chief Administrative Officer 149507 0 0 0 0 0 0 0 7649 0 157156 0 0 0 Eric L Meyer President/CEO 203478 0 41667 0 2402 0 17500 0 9979 0 275026 0 0 0 Lawrence R Ricci MD Program Director 175709 0 0 0 644 0 0 0 8084 0 184437 0 0 0 David Walter DO Medical Director 187886 0 0 0 0 0 0 0 0 0 187886 0 0 0 Part I, Line 7 Eric Meyer, President & CEO, received a bonus payment from the Organization during calendar year 2014. 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 2007A 010314384 560425L40 2007-07-18 2965000 Refund prior issue 1 0 1 B MHHEFA Revenue Bond Series 2010B 010314384 560427JA5 2010-06-24 1495000 Refund prior issue 1 0 1 C MHHEFA Revenue Bond Series 2014A 010314384 560427X50 2014-07-01 5040000 Refund prior issue 1 0 1 A 2503364 2965000 366338 50727 2547935 0 0 1 1 B 348447 1495000 93270 35577 1366153 0 0 1 1 C 5040000 712097 79544 4248359 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 1 0 0 0 1 TransAmerica 20.000000000000 1 0 0 B 0 0 1 0 0 0 0 0 0 C 0 0 1 0 0 0 0 0 0 A 0 B 0 C 0 Form 990, Part VI, Section B, line 11 The Form 990 was assembled by the Finance Department of Spurwink Services. The information on the form was shared, discussed and revised by appropriate members of the Senior Administrative Team prior to the review of Spurwink Services' President. Form 990 was presented and reviewed in detail by the Finance/Audit Committee of the Board of Directors. Questions on the submission were discussed and necessary changes were made. The reviewed document was sent to each member of the Board of Directors for final review prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c A copy of a disclosure form is distributed to members of the Board of Directors and Officers present at the Annual Meeting. Members of the Board and Officers are asked to complete the Conflict of Interest Document and return the completed form prior to the end of the meeting. All people who were not in attendance at the Annual Meeting are mailed a copy of the form and are asked to complete and return it. Form 990, Part VI, Section B, line 15 Annually the Treasurer of Spurwink Services gathers data from other agencies on the compensation of officers. The data is collected from wage surveys and prior year IRS Form 990's from agencies of like size and mission. The information is shared with the Board of Directors. The Board sets the wage for the President of Spurwink Services and recommends to the President the wages for the Vice President of Operations, Treasurer, and CFO. 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 X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Spurwink Services, Inc. 899 Riverside Street 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 for funded status of Pension Plan -2,947,288.