2015-05-15T09:17:25-05:00 2014-06-30 593204548 JAMES MOORE & CO PL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2013-07-01 590976866 SMA BEHAVIORAL HEALTH SERVICES INC SMAB 3862363200 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 IVAN COSIMI CEO 3862363200 2015-05-15 1 JAMES A HALLERAN P00005496 3862574100 2015-05-11 2013 2016-04-25 22:37:26Z STEWART-MARCHMAN-ACT BEHAVIORAL HEALTHCARE IVAN COSIMI 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 43828081 0 X WWW.SMABEHAVIORAL.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 25 25 1131 278 0 0 27016380 29746178 15484534 13728741 190656 73065 15184 14311 42706754 43562295 0 0 0 0 25147266 25143055 0 0 0 17095640 18666345 42242906 43809400 463848 -247105 25641759 25880739 5778832 5705735 19862927 20175004 X TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. 0 0 8076961 760138 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 13-14 THE ADULT RESIDENTIAL PROGRAM (ART) SERVED 91 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 178 WOMEN AND 91 CHILDREN DURING FY 13-14. A TOTAL OF 15 DRUG-FREE BABIES WERE BORN AT PROJECT WARM DURING THE SAME PERIOD.REALITY HOUSE IS A UNIQUE, 117-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. CLIENTS SERVED IN THIS PROGRAM TOTALED 319 IN FY 13-14.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 16 RESIDENTS AND 6 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 82 YOUTH AND THEIR FAMILIES DURING FY 13-14.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 TARGET YOUTH SERVICES CONTINUUM PROVIDED SERVICES TO 439 YOUTH AND THEIR FAMILIES IN FY 13-14. 7440890 4536449 PHARMACY - SMA'S PHARMACY FILLED 63,351 PRESCRIPTIONS DURING FY 13-14; PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS OUTPATIENT CLIENTS. 3293891 3947291 SHELTERED WORKSHOP - SMA'S SHELTERED WORKSHOP INCLUDES THE FOLLOWING SEGMENTS OF SERVICE: THE ENRICHMENT AND STEP-UP PROGRAMS PROVIDE PSYCHOSOCIAL REHABILITATION SERVICES TO ADULTS WITH DISABILITIES THROUGH ITS PRE-VOCATIONAL TRAINING GROUPS THAT PROVIDE LIGHT MANUFACTURING, ASSEMBLING, AND PACKAGING OF PRODUCTS TO LOCAL AREA BUSINESSES IN ADDITION TO THEIR OWN LINE OF PRODUCTS THAT ARE AVAILABLE FOR SALE INCLUDING CRAB TRAPS, SAFETY GLASSES AND GOGGLES, EAR PLUGS, OFFICE WALL CLOCKS, DUST MOPS AND JUMPER CABLES. ENRICHMENT INDUSTRIES IS A SERVICE CONTRACT PROGRAM CONSISTING OF JANITORIAL AND LAWN CARE SERVICE CONTRACTS THAT ARE NEGOTIATED WITH THE PUBLIC AND PRIVATE SECTOR. DURING FY 13-14 444 INDIVIDUALS RECEIVED SERVICES THROUGH THESE ENRICHMENT PROGRAMS. 19782554 4484863 THE ORGANIZATIONS OTHER PROGRAM SERVICES INCLUDE: ASSESSMENT, CRISIS SUPPORT, CRISIS STABILIZATION, INTERVENTION, OUTPATIENT, FACT TEAM, CCS TEAMS, RESIDENTIAL LEVEL 4, RESIDENTIAL DETOX, PREVENTION, INPATIENT, MEDICAL OUTPATIENT, SUPPORTED EMPLOYMENT, AND OVERLAY. 19782554 4484863 38594296 1 1 0 1 0 0 0 0 1 0 1 1 0 0 1 0 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 28 0 1 1131 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X IVAN A COSIMI 3862363200 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 PAUL B CROW DIRECTOR 1.00 X 0 0 0 ROBERT G FEATHER DIRECTOR 1.00 X 0 0 0 JACK C FISHER DIRECTOR 1.00 X 0 0 0 ANDREW GURTIS IMMEDIATE PAST CHAIRMAN 1.00 1.00 X X 0 0 0 JANET MILLER DIRECTOR 1.00 X 0 0 0 CONNIE RITCHEY VICE CHAIRMAN 1.00 1.00 X X 0 0 0 JAMES ROSE SECRETARY 1.00 X X 0 0 0 EDMOND SANDERS DIRECTOR 1.00 X 0 0 0 LAWRENCE KELLY DIRECTOR 1.00 1.00 X 0 0 0 TED SERBOUSEK TREASURER 1.00 X X 0 0 0 ROSARIA UPCHURCH CHAIRMAN 1.00 X X 0 0 0 CHARLES FLAVIO DIRECTOR 1.00 X 0 0 0 CYNTHIA J HAWKINS DIRECTOR 1.00 X 0 0 0 THOMAS O'KEEFE DIRECTOR 1.00 X 0 0 0 HOWARD STANGE DIRECTOR 1.00 X 0 0 0 BENJIE BATES DIRECTOR 1.00 X 0 0 0 DAVID BECK DIRECTOR 1.00 X 0 0 0 DARLINDA COPELAND DIRECTOR 1.00 X 0 0 0 MATTHEW FOXMAN DIRECTOR 1.00 X 0 0 0 ROBERT HARDWICK DIRECTOR 1.00 X 0 0 0 GARRY WOOD DIRECTOR 1.00 X 0 0 0 SALMAN AHMED DIRECTOR 1.00 X 0 0 0 MELISSA MURPHY DIRECTOR/FOUNDATION CO-CHAIR 1.00 1.00 X 0 0 0 BRUCE PAGE DIRECTOR 1.00 X 0 0 0 JAKARI YOUNG DIRECTOR 1.00 X 0 0 0 WILLIAM C BELL CEO 40.00 X 150883 0 16373 IVAN COSIMI CFO 40.00 X 128057 0 13515 ANTONIO CANAAN CHIEF MEDICAL OFFICER 40.00 X 282728 0 17046 GUY R CZAYKOWSKY PSYCHIATRIST 40.00 X 226626 0 17965 ARTURO HERNANDEZ PSYCHIATRIST 40.00 X 245132 0 5582 1033426 0 70481 5 0 1 0 US FOOD SERVICE PO BOX 198421 ATLANTA GA 30384 FOOD SERVICES DISTRIBUTOR 578405 OWENS COMMERCIAL CLEANING 400 VENTURE DR SUITE A SOUTH DAYTONA FL 32119 JANITORIAL SERVICES 405015 STAFF CARE PO BOX 281923 ATLANTA GA 30384 EMPLOYMENT SERVICES 390426 NETSMART TECH PO BOX 823519 PHILADELPHIA PA 19182 SOFTWARE LICENSES 272043 UNIVERSAL PREMIUM PO BOX 70995 CHARLOTTE NC 28272 TRAVEL - GAS CARDS FOR COMPANY CARS 217198 14 35904 26213674 3496600 3118250 29746178 CONTRACTS 623990 4806270 4806270 PHARMACY 623990 3681886 3681886 MEDICARE & MEDICAID 623990 3313750 3313750 CLIENT FEES & INSURANCE REIMBURSE 623990 1425323 1425323 501512 501512 13728741 82440 82440 240625 250000 -9375 -9375 -9375 30097 15786 14311 14311 43562295 13728741 0 87376 1131830 799276 332554 19365451 16659086 2706365 365931 288416 77515 2721555 2308266 413289 1558288 1315415 242873 49534 12593 36941 99205 84303 14902 42895 42895 434989 367067 67922 34204 7074 27130 1087064 707037 380027 283101 226674 56427 2572884 2349570 223314 319330 263606 55724 118485 82838 35647 1003547 794323 209224 632363 528058 104305 MEDICAL & PHARMACY 4245340 4245189 151 DONATED ITEMS 3424704 3423104 1600 CLIENT PROGRAMS & SERVI 2231576 2231530 46 FOOD SERVICES 1118858 1110289 8569 968266 790582 177684 43809400 38594296 5215104 0 815035 2876825 4655671 2983756 1182781 1103460 572710 516436 2669833 2325854 137923 277567 22308105 15069744 7622670 7238361 7876072 8435999 109064 122481 25641759 25880739 2653295 2865967 39572 50412 1048631 1057946 1560821 1633714 476513 97696 5778832 5705735 X 13769369 13721446 6093558 6453558 19862927 20175004 25641759 25880739 X -247105 199182 360000 X X 0 1 X 1 1 1 X 25047117 25887262 27468478 27661444 30174945 136239246 25047117 25887262 27468478 27661444 30174945 136239246 136239246 78431 99547 112629 77562 81753 449922 136689168 74909924 0.99670 0.99650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 42895 42895 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 1066833 1066833 15264871 10456098 4808773 246956 206725 40231 4188983 3082799 1106184 1540462 1324122 216340 7238361 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 6453558 F CERTIFICATES OF DEPOSIT 51332 F MUTUAL FUNDS - FIXED INCOME 833706 F MUTUAL FUNDS- EQUITY 1097403 F 8435999 DEFERRED COMPENSATION PLAN 97696 97696 44206030 199182 428767 15786 643735 43562295 0 43562295 44253953 428767 15786 444553 43809400 0 43809400 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 XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 15,786. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 15,786. RECOVERY MONTH 6372 6372 6927 RACE PARKING 16470 16470 5130 2 7255 7255 3729 30097 30097 15786 15786 14311 X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM C BELL CEO 150883 0 0 0 0 0 9302 0 7071 0 167256 0 0 0 ANTONIO CANAAN CHIEF MEDICAL OFFICER 282728 0 0 0 0 0 11464 0 5582 0 299774 0 0 0 GUY R CZAYKOWSKY PSYCHIATRIST 226626 0 0 0 0 0 12383 0 5582 0 244591 0 0 0 ARTURO HERNANDEZ PSYCHIATRIST 245132 0 0 0 0 0 0 0 5582 0 250714 0 0 0 X 32 3106862 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS COUNTING THE NUMBER OF CONTRIBUTORS. 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 15 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. A PROCESS SIMILAR TO THAT OF THE CEO IS FOLLOWED FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS. 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 360,000. 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 214 LOOMIS 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 0 0 0 1 0 0