2015-06-09T12:57:30-05:00 2014-12-31 010723685 DERMODY BURKE & BROWN CPAS LLC 443 N FRANKLIN ST STE 100 SYRACUSE NY 132041441 990 2014-01-01 161363413 ONONDAGA CASE MANAGEMENT SERVICES INC ONON 3154727363 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 NANCY LEVETT PRESIDENT 3154727363 2015-05-28 1 CAROLYN S STURICK P01278448 3154719171 2014 2016-02-25 16:41:14Z NANCY LEVETT 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 8920346 0 X WWW.OCMSINC.ORG X 1990 NY SEE SCHEDULE O.ONONDAGA CASE MANAGEMENT SERVICES, INC. (OCMS) IS A PERSON AND FAMILY CENTERED AGENCY THAT PROVIDES RECOVERY ORIENTED, COMMUNITY BASED, CARE COORDINATION SERVICES TO INDIVIDUALS DIAGNOSED WITH SEVERE AND PERSISTENT MENTAL ILLNESS AND TO CHILDREN WHO ARE IDENTIFIED AS NEEDING SUPPORT RELATED TO EMOTIONAL DISTURBANCE. THE AGENCY'S OVER ARCHING MISSION IS TO ASSIST INDIVIDUALS AND THEIR FAMILIES TO DEVELOP THE RESOURCES AND SUPPORTS TO LIVE SATISFYING AND NATURALLY INTERDEPENDENT LIVES.SERVICES HAVE TRADITIONALLY BEEN AVAILABLE ONLY TO ADULTS AND CHILDREN WITHIN ONONDAGA COUNTY; HOWEVER, IN 2012 OCMS WAS CHOSEN BY THE NEW YORK STATE DEPARTMENT OF HEALTH TO BE A REGIONAL HEALTH HOME CARE COORDINATION LEAD AGENCY IN THE CENTRAL NEW YORK REGION FOR ADULTS. 7 7 151 0 0 0 2845267 2333092 5317311 6554015 396 -38665 84700 30966 8247674 8879408 0 0 0 0 5687541 5724103 0 0 0 1911070 2047222 7598611 7771325 649063 1108083 3067119 3694022 2180176 1698996 886943 1995026 X ONONDAGA CASE MANAGEMENT SERVICES, INC. ASSISTS PEOPLE WITH DIFFICULT LIFE CHALLENGES TO DEVELOP PERSONALLY MEANINGFUL LIVES. 0 0 5090230 4781447 CASE MANAGEMENT: HEALTH HOME CARE MANAGEMENT AND CHILDREN AND YOUTH ICM/SCM SEE SCHEDULE O FOR FURTHER DETAILS.OCMS CARE MANAGEMENT SERVICES DELIVER HEALTH HOME CARE MANAGEMENT SERVICES IN CONJUNCTION WITH STRATEGIC PARTNERS IN ONONDAGA COUNTY. HEALTH HOME CARE MANAGERS COORDINATE CARE AND SOCIAL SUPPORTS FOR PERSONS WITH CHRONIC PHYSICAL AND BEHAVIORAL HEALTH CONDITIONS (SEE BELOW FOR A DESCRIPTION OF HEALTH HOME). OCMS IS A REGIONAL HEALTH HOME THAT DELIVERS ADMINISTRATIVE OVERSIGHT TO A NETWORK OF HEALTH HOME CARE MANAGEMENT PROVIDERS OVER EIGHT NEW YORK STATE COUNTIES IN THE CENTRAL NEW YORK REGION. THE AGENCY HAS A MAJOR ROLE IN MANY OF THE ACA INSPIRED HEALTHCARE REDESIGN INITIATIVES GOING ON IN NEW YORK STATE. OCMS ALSO PROVIDES AN OUTPATIENT MENTAL HEALTH CLINIC, AND ASSERTIVE COMMUNITY TREATMENT TEAM, FORENSIC CASE MANAGEMENT, PEER-TO-PEER SUPPORT SERVICES, AND CARE MANAGEMENT FOR CHILDREN AND FAMILIES FACING CHALLENGES RELATED TO MENTAL HEALTH.A HEALTH HOME IS A CARE MANAGEMENT SERVICE MODEL WHEREBY ALL OF AN INDIVIDUAL'S CAREGIVERS COMMUNICATE WITH ONE ANOTHER SO THAT ALL OF A PERSON'S MENTAL HEALTH, PHYSICAL HEALTH, AND RECOVERY FROM ADDICTION NEEDS ARE ADDRESSED IN A COMPREHENSIVE AND COORDINATED MANNER. THIS IS DONE PRIMARILY THROUGH A "CARE MANAGER" WHO OVERSEES AND PROVIDES ACCESS TO ALL OF THE SERVICES AN INDIVIDUAL NEEDS TO ASSURE THAT THEY RECEIVE EVERYTHING NECESSARY TO STAY HEALTHY, OUT OF THE EMERGENCY ROOM AND OUT OF THE HOSPITAL. HEALTH RECORDS ARE SHARED (EITHER ELECTRONICALLY OR PAPER) AMONG PROVIDERS SO THAT SERVICES ARE NOT DUPLICATED OR NEGLECTED. THE HEALTH HOME SERVICES ARE PROVIDED THROUGH A NETWORK OF ORGANIZATIONS- PROVIDERS, HEALTH PLANS AND COMMUNITY-BASED ORGANIZATIONS. WHEN ALL THE SERVICES ARE CONSIDERED COLLECTIVELY THEY BECOME A VIRTUAL "HEALTH HOME".INDIVIDUALS SERVED BY HEALTH HOMES INCLUDE THOSE WITH SERIOUS AND PERSISTENT MENTAL ILLNESS, AIDS/HIV AND/OR INDIVIDUALS WITH MULTIPLE CHRONIC HEALTH AND/OR SUBSTANCE USE RELATED CONDITIONS. CARE MANAGEMENT SERVICES INCLUDE:- DEVELOPMENT OF A SHARED PLAN OF CARE- CONSULT AND COORDINATE A CARE TEAM- FOCUS ON REFERRING AND LINKING CLIENTS TO SUPPORTS AND SERVICES- FOCUS ON TRANSITIONAL CARE, ATTENDING TO RATES OF READMISSIONS- SUPPORTING CLIENTS BASED ON NEED, NOT ON A PRE-PRESCRIBED FREQUENCY OF SERVICEIN 2014 THE ADULT SERVICES, INCLUDING HEALTH HOME CARE MANAGEMENT, FORENSIC AND ASSISTED OUTPATIENT TREATMENT PROGRAMS SERVED 4,030 INDIVIDUALS DURING 64,726 ENCOUNTERS AND PROVIDING 24,315 DIRECT FACE-TO-FACE VISITS WITH CLIENTS THAT TOOK PLACE MOSTLY IN THE COMMUNITY. THE HEALTH HOME MODEL IS HEAVILY RELIANT ON PROACTIVE OUTREACH TO INDIVIDUALS WITH THE INTENT ON CONNECTING THEM TO HEALTH HOME CARE MANAGEMENT THAT CONNECTS THEM TO AND MOTIVATES THEM TO CONTINUE WITH THE SERVICES THAT THEY NEED. 1039745 1048667 ASSERTIVE COMMUNITY TREATMENTSEE SCHEDULE O FOR FURTHER DETAILS.THE ASSERTIVE COMMUNITY TREATMENT TEAM (ACT) AT OCMS IS A MULTI-DISCIPLINARY TEAM THAT INCLUDES PSYCHIATRY, NURSING, SOCIAL WORK, VOCATIONAL, SUBSTANCE REHABILITATION, AND A PEER SPECIALISTS THAT SERVES INDIVIDUALS IN THE COMMUNITY WHO ARE DIAGNOSED WITH AND IMPAIRED BY A MENTAL HEALTH CONDITION (MOST OFTEN A VERY SEVERE FORM OF SCHIZOPHRENIA). THE ACT SERVICE MODEL THAT IS USED BY OCMS IS AN EVIDENCED BASED PRACTICE DESIGNED SPECIFICALLY TO ASSIST INDIVIDUALS WHO ARE NOT WELL ENGAGED BY TRADITIONAL SERVICES. NINETY PERCENT OF ACT SERVICES ARE PROVIDED IN THE COMMUNITY, AT PERSON'S HOMES, SHELTERS, MEDICAL AND OTHER APPOINTMENTS, AND AT THE HOMES OF FAMILIES AND FRIENDS. ACT IS OFTEN REFERRED TO AS A "MENTAL HEALTH CLINIC ON WHEELS". EVEN THE ACT PSYCHIATRIST MAKES REGULAR HOUSE CALLS TO THE RECIPIENTS OF ACT SERVICES AT OCMS.PRIOR TO ACT SERVICES, ACT RECIPIENTS ARE FREQUENTLY HOSPITALIZED FOR PSYCHIATRIC REASONS AND/OR FREQUENTLY PRESENTING IN HOSPITAL EMERGENCY DEPARTMENTS AND PSYCHIATRIC EMERGENCY SERVICES (CPEP). MANY NEW RECIPIENTS ARE HOMELESS OR FREQUENTLY HOMELESS AND HAVE DEVELOPED HEALTH CONDITIONS RELATED TO NOT GETTING ADEQUATE PHYSICAL HEALTHCARE. GENERALLY, ABOUT 72% HAVE A CO-OCCURRING SUBSTANCE USE DISORDER. ACT RECIPIENTS HAVE TYPICALLY BEEN ISOLATED IN THE COMMUNITY PRIOR TO ADMISSION TO ACT. MANY OTHERS (EST. 27% IN 2014) COME TO ACT THROUGH ASSISTED OUTPATIENT TREATMENT (AOT) COURT ORDERS.IN 2014, THE ACT TEAM SERVED A TOTAL OF 96 UNIQUE INDIVIDUALS OVER 3,602 DIRECT SERVICE HOURS DURING 6,208 FACE TO FACE VISITS THAT OCCURRED MOSTLY IN THE COMMUNITY. DURING THOSE VISITS, ACT RECIPIENTS RECEIVED PSYCHIATRY, PSYCHIATRIC NURSING, MEDICATION ADMINISTRATION, VOCATIONAL AND EDUCATIONAL SUPPORT, HEALTH AND OTHER CARE MANAGEMENT, AND SUPPORT IN ADDRESSING CO-OCCURRING MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES. THE TEAM EDUCATED INDIVIDUALS IN HEALTH, DIET, AND SELF-CARE WHILE PROMOTING COMMUNITY INTEGRATION THROUGH TRANSPORTATION AND SUPPORT AT COMMUNITY ACTIVITIES. THE ACT TEAM ALSO SPENT 1,517 INDIRECT SERVICE HOURS COORDINATING ADDITIONAL SERVICES AND CONFERENCING WITH PROVIDERS, FAMILIES, AND OTHER SUPPORTS. GENERALLY, ACT SERVICES IN 2014 REDUCED THE NEED FOR HOSPITALIZATION BY ACT RECIPIENTS BY AS MUCH AS 39.4 % AND EMERGENCY ROOM VISITS BY AS MUCH AS 25%. 50% OF RECIPIENTS DISCHARGED IN 2014 HAD POSITIVE DISCHARGES BASED ON HAVING MET TREATMENT OBJECTIVES. 781758 754867 OCMS BEHAVIORAL HEALTH CLINICSEE SCHEDULE O FOR FURTHER DETAILS.IN 2014 THE CLINIC SERVED A TOTAL OF 479 UNIQUE INDIVIDUALS DURING 8,768 BILLABLE PATIENT SERVICES THAT INCLUDED CRISES INTERVENTION, ASSESSMENT, INDIVIDUAL AND GROUP THERAPY, COMPLEX CARE MANAGEMENT, HEALTH MONITORING, AND PSYCHIATRY. ON CUSTOMER SURVEYS CONDUCTED AT THE END OF QUARTER THROUGH 2014, 85% OF CLINIC RECIPIENTS SAID THAT THEY WERE "VERY LIKELY" TO DESCRIBE THE CLINIC ENVIRONMENT AS "FRIENDLY" AND "WELCOMING" TO A FRIEND. 81% SAID THAT THE TREATMENT THEY WERE RECEIVING MATCHED "THEIR NEEDS AND DESIRES" VERY WELL, AND 84% RATED THE CLINIC AS "VERY HELPFUL" IN 'ACHIEVING PERSONAL GOALS.' 6911733 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 56 0 1 151 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X ROBERT PATTERSON FINANCE DIRECTOR 3154727363 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 NANCY LEVETT PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER LEVATINO TREASURER 1.00 X X 0 0 0 KERRY LANGAN BOARD MEMBER 1.00 X 0 0 0 ROCHELLE CASSELLA BOARD MEMBER 1.00 X 0 0 0 CYNTHIA BARNABY BOARD MEMBER 1.00 X 0 0 0 TRACEY VAN DYKE SECRETARY 1.00 X X 0 0 0 JIM SEFICK FORMER BOARD MEMBER 1.00 X 0 0 0 RICHARD KILBURG BOARD MEMBER 1.00 X 0 0 0 SCOTT EBNER EXECUTIVE DIRECTOR 40.00 X 89099 0 7070 BOB PATTERSON CHEIF FINANCIAL OFFICER 24.00 X 49351 0 999 138450 0 8069 0 0 0 0 PAULA ZEBROWKSI 620 ERIE BOULEVARD WEST SUITE 302 SYRACUSE NY 13204 PSYCHIATRIC SERVICES 144498 1 2333052 40 2333092 MEDICAID CASE MANAGEME 624100 5635755 5635755 CLINIC FEES 624100 744824 744824 PROGRAM SERVICE FEES 624100 140331 140331 MEDICARE MEDICATION 624100 33105 33105 6554015 957 957 1316 40938 -39622 -39622 -39622 MISC. INCOME 900099 30966 30966 30966 8879408 6584981 0 -38665 146519 146519 4207624 3894229 313395 100775 91247 9528 794085 732808 61277 475100 426782 48318 10218 1593 8625 68879 59747 9132 331362 240082 91280 7477 3701 3776 167745 133924 33821 279283 247821 31462 250494 215049 35445 116478 114894 1584 49816 40421 9395 9566 9566 93902 54513 39389 38636 31941 6695 SPECIFIC ASSISTANCE TO 582789 582404 385 BAD DEBT EXPENSE 40577 40577 7771325 6911733 859592 0 348248 708932 751496 752393 1134438 1485093 189031 203284 713778 169458 643906 544320 3067119 3694022 1204594 674118 128533 484118 194169 158028 652880 382732 2180176 1698996 X 886943 1995026 886943 1995026 3067119 3694022 1108083 0 X 0 1 X 1 0 X 3577363 3623657 3089677 2845267 2333092 15469056 2955055 2981519 3548900 5317311 6554015 21356800 6532418 6605176 6638577 8162578 8887107 36825856 0 0 0 36825856 1565 999 2076 396 957 5993 1565 999 2076 396 957 5993 17097 8249 703354 84700 30966 844366 6551080 6614424 7344007 8247674 8919030 37676215 0.97740 0.97640 0.00020 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92868 9431 83437 620910 160027 460883 544320 DUE TO FUNDING SOURCES 382732 382732 X 8879408 0 8879408 0 8879408 7771325 0 7771325 0 7771325 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, AND UNDER SIMILAR REQUIREMENTS OF NEW YORK STATE LAW, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE TAXES. MANAGEMENT IS UNAWARE OF ANY UNRELATED BUSINESS ACTIVITIES THAT MAY BE SUBJECT TO UNRELATED BUSINESS INCOME TAX OR ANY ACTIVITIES THAT WOULD JEOPARDIZE THE CORPORATION'S EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE BOARD IN DRAFT FORM DURING THE ANNUAL AUDIT REVIEW. THE SUPPLEMENTAL NARRATIVE IS FINALIZED AND PRESENTED TO THE BOARD FOR FINAL APPROVAL DURING A SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND ANSWER A QUESTIONNAIRE TO DETERMINE IF ANY CONFLICTS EXIST. THE BOARD CHAIR WILL REVIEW THIS DOCUMENTATION AND DETERMINE IF ANY CONFLICT EXISTS. IN THE EVENT THAT A CONFLICT DOES EXIST, THE BOARD CHAIR WOULD THEN POINT THIS OUT AND / OR THE INDIVIDUAL WOULD NOT PARTICIPATE IN THE VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS SIMILIAR NOT FOR PROFIT ORGANIZATION USING GUIDESTAR.ORG WHEN DETERMINING APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG OR UPON REQUEST IN THE ACCOUNTING DEPARTMENT. CURRENTLY, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE.