2015-03-25T11:23:50-05:00 2014-06-30 593040705 RIVERO GORDIMER & COMPANY PA P O BOX 172359 TAMPA FL 33672 990 2013-07-01 590747306 MENTAL HEALTH CARE INC MENT 8132722244 5707 NORTH 22ND STREET TAMPA FL 33610 STEVEN WELCH CFO 8132398064 2015-03-12 1 SAM A LAZZARA P01342929 8138757774 2013 2016-03-07 17:11:31Z GRACEPOINT STEVEN WELCH 5707 NORTH 22ND STREET TAMPA FL 33610 31828485 0 X WWW.GRACEPOINTWELLNESS.ORG X 1948 FL SEE SCHEDULE O. 8 7 762 10 4423 0 16355617 16928487 12693814 12125891 86298 120953 7158 99867 29142887 29275198 0 0 0 0 22611140 21941072 0 0 0 6389873 8207220 29001013 30148292 141874 -873094 25673330 23845365 13455943 4892421 12217387 18952944 X EDUCATING, ADVOCATING FOR AND GIVING HOPE TO ALL PEOPLE TOUCHED BY BEHAVIORAL HEALTH, SUBSTANCE ABUSE, AND DEVELOPMENTAL CHALLENGES. 0 0 8796032 7754047 CRISIS STABILIZATION - THE ADULT AND CHILDREN (AGES 5 - 17) CRISIS STABILIZATION UNITS ARE INPATIENT UNITS (LOCKED) PROVIDING EMERGENCY TREATMENT OF ADULTS AND CHILDREN EXPERIENCING ACUTE PSYCHIATRIC EMERGENCIES OR IN DANGER OF HURTING THEMSELVES OR OTHERS. THESE ARE THE PRIMARY CRISIS INPATIENT UNITS FOR HILLSBOROUGH COUNTY, FLORIDA AND SURROUNDING COMMUNITIES. THE UNITS PROVIDE IMMEDIATE HELP THROUGH A TEAM OF HIGHLY TRAINED BOARD CERTIFIED PSYCHIATRISTS, NURSES, LICENSED BEHAVIORAL HEALTH PROFESSIONALS. THE TREATMENT APPROACHES ARE RECOVERY-ORIENTED AND FOCUSED ON THE NEEDS OF THE INDIVIDUAL AND INCLUDE BOTH MEDICAL AND NON-MEDICAL SERVICES. 3500193 2327103 CRISIS SUPPORT/EMERGENCY TREATMENT - GRACEPOINT PROVIDES EMERGENCY INTERVENTION AND SCREENING EVALUATIONS TO INDIVIDUALS CONFRONTING A SERIOUS BEHAVIORAL AND MENTAL HEALTH CRISIS. BY PROVIDING THIS EMERGENCY RESPONSE, THE BEST TREATMENT CAN BE ADVISED TO THE INDIVIDUAL. THE FACILITY OPERATES 24/7 TO PROVIDE THESE SERVICES TO THE COMMUNITY AND TO PERFORM THESE ASSESSMENTS AND EVALUATIONS. 2275291 1918491 ASSESSMENT SERVICES - CHILDREN, ADULTS, AND FAMILIES CONFRONTING SERIOUS CHALLENGES ARE PROVIDED PROFESSIONAL ASSESSMENT AND EVALUATION SERVICES. THROUGH THIS ASSESSMENT, THE APPROPRIATE LEVEL OF CARE AND NEED FOR SERVICES CAN BE DETERMINED SO INDIVIDUALS AND FAMILIES CAN IDENTIFY THEIR STRENGTHS AND APPROPRIATE TREATMENT PLAN DEVELOPED. 11518853 200655 INCLUDES THE FOLLOWING SIGNIFICANT PROGRAMS: CASE MANAGEMENT, JAIL DIVERSION, SOCIAL REHABILITATION AND EMPLOYMENT COMMUNITY ACTIVE TEAMS. 11518853 200655 26090369 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 41 0 1 762 1 1 1 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STEVEN WELCH CFO 8132722244 5707 N 22ND STREET TAMPA FL 33610 GUY KING CHAIRMAN 1.00 X 0 0 0 DOUG ARTHUR VICE CHAIRMAN 1.00 X 0 0 0 KIM O'BRIEN SECRETARY/TREASURER 1.00 X 0 0 0 CAROLYN ROSTETTER BOARD MEMBER 1.00 X 0 0 0 DAVID TARABOCCHIA BOARD MEMBER 1.00 X 0 0 0 JOHN GRANDOFF BOARD MEMBER 1.00 X 0 0 0 RAY SIKORSKI BOARD MEMBER 1.00 X 0 0 0 CAROLYN SMITH BOARD MEMBER 1.00 X 0 0 0 JOE RUTHERFORD CEO 40.00 X 180183 0 21750 STEVEN WELCH CFO 40.00 X 137970 0 27690 ROAYA TYSON DIRECTOR 40.00 X 152548 0 29517 JAMES KING DIRECTOR 40.00 X 107275 0 7440 MARY BARBAREE DIRECTOR 40.00 X 113010 0 14390 DR SUSAN MURRAY PSYCHIATRIST 40.00 X 378325 0 0 DR AMAYA RAMOS PSYCHIATRIST 40.00 X 240772 0 11289 DR VASHAWN WILLIAMS PSYCHIATRIST 40.00 X 219425 0 18537 DR ROBERTO LLUCH PSYCHIATRIST 40.00 X 196618 0 31788 DR THERESA RUANO PSYCHIATRIST 40.00 X 172023 0 16256 1898149 0 178657 15 0 1 0 MARTIN DR ANDRES 325 BELLEVIEW BLD CLEARWATER FL 33756 PSYCHIATRIC 169683 1 28856 16899631 16928487 NET PATIENT REVENUE 900099 8462066 8462066 PREMIUM REVENUE 900099 3537575 3537575 OTHER PROGRAM REVENUE 900099 126250 126250 12125891 70719 70719 833942 808480 25462 25462 4423 21039 1795041 1744807 50234 50234 50234 MANAGEMENT FEES 900099 74193 74193 MEDICAL REPORTS 900099 212 212 74405 29275198 12200296 4423 141992 670861 670861 18150254 17325139 825115 261019 237366 23653 1544966 1404964 140002 1313972 1194903 119069 87402 43472 43930 56540 28122 28418 1934872 962366 972506 34082 28213 5869 967073 655750 311323 182151 152163 29988 1409152 1181136 228016 304273 217367 86906 19795 13775 6020 80685 80685 698526 645507 53019 518951 392637 126314 MEDICAL & PHARMACY 1029178 909049 120129 FOOD SERVICES 687014 472357 214657 PROFESSIONAL DUES 93087 64778 28309 BAD DEBT EXPENSE 60206 49839 10367 44233 30781 13452 30148292 26090369 4057923 0 797749 548718 2413576 1609676 2364851 2353291 249666 149992 667842 521238 24808842 9620180 15953714 15188662 3225932 3473788 25673330 23845365 1757163 1336461 11698780 3555960 13455943 4892421 X 12217387 12584628 6368316 12217387 18952944 25673330 23845365 X -873094 119788 7488863 X X 0 1 X 1 1 1 X 17193355 17143370 16843568 16355617 16928487 84464397 17193355 17143370 16843568 16355617 16928487 84464397 84464397 75432 1046 11342 86298 70719 244837 59940 64617 163945 74320 74405 437227 85146461 0.99200 0.99260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2517931 2517931 13127220 3888516 9238704 4911426 2811515 2099911 4252265 2920149 1332116 15188662 MONEY MARKETS 124235 F GOVERNMENT SECURITIES 723251 F CORPORATE DEBT SECURITIES 838251 F CORPORATE EQUITY SECURITIES 467893 F MUTUAL FUNDS 1245356 F OTHER SECURITIES 74802 F 3473788 X 31785424 119788 1581958 808480 2510226 29275198 0 29275198 32538730 1581958 808480 2390438 30148292 0 30148292 PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES, RESPECTIVELY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PRESENTED IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION HAS NOT REPORTED ANY UNRELATED BUSINESS INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION, IF ANY, OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. TAX YEARS AFTER 2010 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES X X X X 0 0 0 0 0 0 0 0 0 JOE RUTHERFORD CEO 180183 0 0 0 0 0 14400 0 7350 0 201933 0 0 0 STEVEN WELCH CFO 137970 0 0 0 0 0 22500 0 5190 0 165660 0 0 0 ROAYA TYSON DIRECTOR 152548 0 0 0 0 0 22500 0 7017 0 182065 0 0 0 DR SUSAN MURRAY PSYCHIATRIST 378325 0 0 0 0 0 0 0 0 0 378325 0 0 0 DR AMAYA RAMOS PSYCHIATRIST 240772 0 0 0 0 0 5914 0 5375 0 252061 0 0 0 DR VASHAWN WILLIAMS PSYCHIATRIST 219425 0 0 0 0 0 11592 0 6945 0 237962 0 0 0 DR ROBERTO LLUCH PSYCHIATRIST 196618 0 0 0 0 0 22500 0 9288 0 228406 0 0 0 DR THERESA RUANO PSYCHIATRIST 172023 0 0 0 0 0 11956 0 4300 0 188279 0 0 0 ME WILSON COMPANY INC GUY KING, BOARD CHAIR, IS AN OWNER AND KEY EMPLOYEE. M.E. WILSON CO. EARNS A COMMISSION ON THE ORGANIZATION'S HEALTH INSURANCE ACCOUNT WITH AETNA. GUY KING, BOARD CHAIR, IS AN OWNER AND KEY EMPLOYEE OF M.E. WILSON. THE CONTRACT WITH AETNA IS NEGOTIATED AT ARM'S LENGTH AND IS AT FAIR MARKET VALUE. 0 0 ORGANIZATION'S MISSION AND MOST SIGNIFICANT ACTIVITIES: GRACEPOINT'S MISSION IS EDUCATING, ADVOCATING FOR AND GIVING HOPE TO ALL PEOPLE TOUCHED BY BEHAVIORAL HEALTH, SUBSTANCE ABUSE, AND DEVELOPMENTAL CHALLENGES. SIGNIFICANT ACTIVITIES OF GRACEPOINT ARE BASED ON PROVIDING THE MOST EFFECTIVE AND EFFICIENT BEHAVIORAL HEALTH AND SOCIAL SUPPORT SERVICES FOR CHILDREN, ADULTS, AND FAMILIES THAT FACILITATE IMPROVED HEALTH AND POSITIVE CHANGE. GRACEPOINT PROVIDES THOSE SERVICES THROUGH A COMPREHENSIVE MODEL THAT ADDRESSES THE MULTIFACETED, COMPLEX AND INTERRELATED MODALITIES OF BEHAVIORAL AND MEDICAL NEEDS OF CHILDREN, ADULTS, AND FAMILIES. SERVICES ARE PROVIDED REGARDLESS OF A PERSON'S SEX, NATIONALITY, AND/OR RELIGION; AND ARE ADMINISTERED WITH RESPECT TO THE INDIVIDUAL. THE AGENCY IS COMMITTED TO INCREASING THE COMMUNITY'S AWARENESS OF METHODS TO PREVENT AND/OR TREAT MENTAL HEALTH AND SUBSTANCE ABUSE NEEDS, AND ACCOMPLISHES THAT THROUGH A VARIETY OF COMMUNITY EDUCATION ACTIVITIES AND INVOLVEMENT ON A BROAD RANGE OF COLLABORATIVE HEALTH RELATED INITIATES IN THE COMMUNITY. IN ADDITION TO OUTPATIENT SERVICES FOR CHILDREN AND ADULTS THAT ALSO INCLUDE IN-HOME THERAPY (IMPACT) AND THE COMMUNITY'S ONLY MOBILE CRISIS RESPONSE TEAM (MCRT), GRACEPOINT IS THE PRIMARY PROVIDER FOR BOTH ADULT AND CHILDREN (AGES 5- 17) INPATIENT CRISIS CENTERS FOR THE COMMUNITY. THESE INPATIENT CRISIS CENTERS PROVIDE EMERGENCY STABILIZATION CARE FOR CHILDREN OR ADULTS EXPERIENCING SEVERE MENTAL, EMOTIONAL, OR BEHAVIORAL CHALLENGES. FORM 990, PART VI, SECTION B, LINE 11 STEVEN WELCH, CFO, PRESENTS THE 990 TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES THE SALARY OF THE CEO AND OTHER KEY OFFICERS/EMPLOYEES OF THE ORGANIZATION. THE VP OF HUMAN RESOURCES ASSISTS THE BOARD BY CONDUCTING A SURVEY OF OTHER STATE AND LOCAL AGENCIES PROVIDING SIMILAR SERVICES. GRACEPOINT DESIRES TO ENSURE THAT ITS EXECUTIVE COMPENSATION PROGRAM IS COMPETITIVE, FAIR AND EQUITABLE, COMPLIANT WITH REGULATORY GUIDELINES AND REPRESENTATIVE OF MARKET BEST PRACTICES. THE TRUSTEES' DECISION MAKING PROCESS INCLUDES; THAT IT WILL SUPPORT THE MISSION, VALUES, STRATEGIC DIRECTION AND TAX-EXEMPT STATE OF THE AGENCY. THE DECISION PROCESS INCLUDES THE EVALUATION OF PAY PRACTICES FOR THE INDUSTRY AND RELIES UPON APPROPRIATE INDEPENDENT COMPARABILITY DATA TO SUPPORT ITS DECISION MAKING PROCESS. EXECUTIVE COMPENSATION PROGRAMS AND DECISIONS WILL BE APPROVED IN ADVANCE OF THEIR IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND THE FORM 990 ARE AVAILABLE UPON REQUEST AND ALSO MADE AVAILABLE TO THE PUBLIC THROUGH OUR WEBSITE (WWW.GRACEPOINTWELLNESS.ORG). ALL OF THE FINANCIAL INFORMATION AND FORM 990 IS ALSO AVAILABLE FOR PUBLIC VIEW AT WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: NET ASSET RECLASSIFICATION 7,488,863. FORM 990, PART XI, LINE 9, OTHER CHANGES IN NET ASSETS OR FUND BALANCES: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990; PART XI; LINE 9; OTHER CHANGES IN NET ASSETS OR FUND BALANCES: EFFECTIVE JULY 1, 2013, MANAGEMENT CHANGED ITS ACCOUNTING POLICY RELATED TO CONTRIBUTION REVENUE IN ORDER TO BETTER MATCH THE UNRESTRICTED REVENUE WITH THE EXPENDITURES ON DEBT THAT WILL BE FORGIVEN. AS A RESULT OF THIS CHANGE, FOUR MORTGAGE LOANS, WITH A TOTAL VALUE OF $7,488,863, RECEIVED FROM THE CITY OF TAMPA, FLORIDA IN 2010 AND 2011, WERE RECLASSIFIED AS IF THEY HAD BEEN RECOGNIZED AS TEMPORARILY RESTRICTED CONTRIBUTION REVENUE WHEN RECEIVED. THE RESTRICTIONS EXPIRE ON A STRAIGHT-LINE BASIS OVER THE LIFE OF THE UNDERLYING LOAN AGREEMENTS. MENTAL HEALTH CARE INC FOUNDATION 5707 N 22ND STREET TAMPA FL 33610 591622729 FUNDRAISING TO SUPPORT MENTAL HEALTH CARE, INC. FL 501(C)(3) LINE 7 MENTAL HEALTH CARE INC 0 BRANDON APARTMENTS INC 5707 N 22ND STREET TAMPA FL 33610 593621942 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 9 MENTAL HEALTH CARE INC 0 ROME APARTMENTS INC 5707 N 22ND STREET TAMPA FL 33610 593367808 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 9 MENTAL HEALTH CARE INC 0 ALEXANDER APARTMENTS OF PLANT CITY INC 5707 N 22ND STREET TAMPA FL 33610 593578632 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 9 MENTAL HEALTH CARE INC 0 HUBERT APARTMENTS INC 5707 N 22ND STREET TAMPA FL 33610 593417481 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 9 MENTAL HEALTH CARE INC 0 ARMENIA-EDDY APARTMENTS INC 5707 N 22ND STREET TAMPA FL 33610 593503568 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 9 MENTAL HEALTH CARE INC 0 UNITED CEREBRAL PALSY OF TAMPA BAY INC 2215 EAST HENRY AVENUE TAMPA FL 33610 590714818 ASSISTANCE TO INDIVIDUALS WITH DISABILITIES FL 501(C)(3) LINE 7 MENTAL HEALTH CARE INC 0 UNITED CEREBRAL PALSY OF TAMPA BAY FOUNDATION INC 2215 EAST HENRY AVENUE TAMPA FL 33610 300216715 ASSISTANCE TO INDIVIDUALS WITH DISABILITIES FL 501(C)(3) LINE 11A, I MENTAL HEALTH CARE INC 0 MENTAL HEALTH CARE INC AFFORDABLE HOUSING IV INC 5707 N 22ND STREET TAMPA FL 33610 611681018 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 9 MENTAL HEALTH CARE INC 0 NSP III INC 5707 N 22ND STREET TAMPA FL 33610 364728400 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 9 MENTAL HEALTH CARE INC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 MENTAL HEALTH CARE INC FOUNDATION C 28856 AGGREGATE CONTRIBUTIONS ALL 5 HUD PROPERTIES O 334359 PAYROLL RECORDS