2015-08-13T16:03:03-05:00 2014-12-31 581729751 Metcalf Davis CPAs 3340 Peachtree Road NE Suite 2600 Atlanta GA 303261089 990 2014-01-01 581489941 George West Mental Health Foundation Inc GEOR 4043158333 1961 North Druid Hills Road Atlanta GA 30329 Elizabeth E Finnerty President/CEO 4043158333 2015-08-13 1 Susan Hill P00846200 4042641700 2015-08-11 2014 2016-02-25 16:41:14Z Skyland Trail Elizabeth E Finnerty 1961 North Druid Hills Road Atlanta GA 30329 30746538 0 X www.skylandtrail.org X 1982 GA Skyland Trail inspires people with mental illness to thrive through a holistic program of evidence-based psychiatric treatment, integrated medical care, research, and education. 25 25 158 48 0 0 5387100 16187652 7670686 8789857 466037 1338282 334210 90217 13858033 26406008 0 1008292 0 0 5718244 6517925 70485 70754 555302 3042613 3476308 8831342 11073279 5026691 15332729 28005428 42415031 1527810 1379488 26477618 41035543 X Skyland Trail inspires people with mental illness to thrive through a holistic program of evidence-based psychiatric treatment, integrated medical care, research, and education. 0 0 4265245 742095 2979959 RESIDENTIAL TREATMENT: Residential treatment services offer graduated levels of care that are appropriate for individuals leaving an acute care facility who are not ready for community reintegration. Residential communities are licensed by the State of Georgia, accredited by the joint commission, and are unlocked voluntary facilities. Licensed nursing staff is onsite 24/7. Skyland Trail South residential campus offers the most intensive level of support, while Skyland Trail North offers more opportunities to practice independent living skills. Residential clients living at South and North come to the main campus each weekday for evidence-based psychiatric services and individual and group therapy sessions. During 2014, admissions grew seven percent over 2013 with a 38 percent growth in clients from outside the Southeast Region. 31 percent of clients received a financial aid award during 2014. 2948200 136715 4606975 DAY TREATMENT: Most Skyland Trail clients begin in the residential treatment program and step down to the non-residential day treatment program as they make progress toward their recovery goals. Other clients admit directly to day treatment. Day treatment clients participate in a full schedule of individual and group sessions to help them achieve their recovery goals. Evidence-based group therapy sessions include psychotherapy, education, and adjunctive therapy group sessions. During 2014, 90 percent of clients with anxiety experienced statistically significant improvement in control of anxiety, 100 percent of clients with mania broke their mania while in treatment, 80 percent of clients who were depressed experienced statistically significant improvement, and 86 percent of all clients experienced a statistically significant improvement in feelings of hopelessness. 940798 0 299417 PHYSICIAN SERVICES: Treatment at Skyland Trail begins with the physician's psychiatric evaluation at the time of admission. The key to successful treatment begins with an accurate diagnosis. After the physician's initial evaluation and diagnosis, the patient will begin treatment in the appropriate level of care (i.e. residential, day treatment, or case management). Physicians continue to see and treat patients weekly on an outpatient basis, providing psychopharmacology and psychotherapy services. Physician services are a prerequisite for all other services at Skyland Trail. 383841 11169 157276 LIFE ENRICHMENT ADULT PROGRAM (LEAP): Interest in new friendships, activities, and social engagement is a major milestone in recovery. The Life Enrichment Adult Program (LEAP) provides a variety of opportunities for clients to form relationships, learn skills, and cultivate hobbies and interests. LEAP activities take place on evenings and weekends and include cooking classes, art projects, group fitness and recreation, pet therapy, and special outings to sporting events, restaurants, and museums. Licensed counselors organize and lead LEAP activities and help clients address their social anxieties through experiential learning. During 2014, 92 percent of all clients experienced a statistically significant improvement in their attitude toward activities of daily living & overall functioning. 344332 8932 240837 VOCATIONAL SERVICES: The vocational services program supports adults with mental illness who want to pursue competitive employment, volunteer positions, and internships or want to continue their education. Group-based training sessions focus on building skills and learning the expectations of employers and volunteer supervisors. Individual sessions with vocational counselors help clients develop a portfolio, including resume preparation, letter development, online job searches and applications, "dress for success" tips, as well as problem-solving in all phases of seeking and obtaining employment. The program also offers work adjustment opportunities and a supported employment program. 275846 82988 PRIMARY CARE CLINIC: Skyland Trail integrates medical care into mental health treatment. The onsite primary care clinic is staffed by medical professionals with expertise in addressing the physical health needs of patients with mental illness. All clients receive an initial physical exam and continue to receive primary care services throughout their treatment. The clinic helps clients manage existing health issues and monitors for the onset of new conditions related to long-term use of medications. 412495 109382 422405 REINTEGRATION COACHING: Reintegration coaching provides supervision and support to clients who are living independently in the community. A reintegration coach visits clients in their apartments weekly to ensure they are adjusting successfully to independent living and are taking their medications appropriately. The coach also provides assistance with practical matters like paying bills, planning transportation, accessing community resources, and making and sticking to a schedule. Clients may enter this program directly or as a transition from residential or day treatment services. 98749 75278 COMMUNITY OUTREACH & EDUCATION: Education is an important part of the Skyland Trail mission. Throughout the year, Skyland Trail organizes many opportunities for families, mental health professionals, and the broader community to learn about advances in the prevention, diagnosis, and treatment of mental illness. As a teaching institution, we also provide outstanding learning experiences for students pursuing careers in social work, psychology, nursing, adjunctive therapies, and related programs. Skyland Trail also builds relationships with established and emerging treatment organizations around the country to share best practices and contribute new research and outcomes evaluation results to expand the national knowledge base of what works in mental health treatment. During 2014, 1,900 individuals attended a fundraising or community event. 98 percent of client would recommend Skyland Trail to someone else. 1515263 129483 978784 9669506 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 95 0 158 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X Kimberly LaBoone 4043158333 1961 North Druid Hills Road Atlanta GA 30329 John C Gordon Chairman 1.00 X X 0 0 0 Thomas D Tommy Hills Vice Chair 1.00 X X 0 0 0 Michael Tompkins Treasurer 2.30 X X 0 0 0 Marjorie W Wynne Secretary 1.00 X X 0 0 0 T Richard Dick Bryant Board Member 1.00 X 0 0 0 David Flint Board Member 1.00 X 0 0 0 J Rex Fuqua Board Member 1.00 X 0 0 0 Dana Halberg Board Member 1.00 X 0 0 0 James Jim Howard Board Member 1.00 X 0 0 0 William E Billy Huger III Board Member 1.00 X 0 0 0 Hugh M Don Inman Jr Board Member 1.00 X 0 0 0 Clay Jackson Board Member 1.00 X 0 0 0 Amy Rollins Kreisler Board Member 1.00 X 0 0 0 Kelly Loeffler Board Member 1.00 X 0 0 0 Betts Love Board Member 1.00 X 0 0 0 Melissa Lowe Board Member 1.00 X 0 0 0 Jay Mitchell Board Member 1.00 X 0 0 0 Jackie Montag Board Member 1.00 X 0 0 0 Richard C Parker Board Member 1.00 X 0 0 0 Charlotte Pierce-Baker PhD Board Member 1.00 X 0 0 0 Mark Rosenberg MD Board Member 1.00 X 0 0 0 Michelle Sullivan Board Member 1.00 X 0 0 0 Mark Tipton Board Member 1.00 X 0 0 0 Bob Walker Board Member 1.00 X 0 0 0 Brooke Weinmann Board Member 1.00 X 0 0 0 Elizabeth E Finnerty President/CEO 40.00 X 297225 0 23596 Kimberley Madler Finance Director 40.00 X 112030 0 5173 Mark Weaver COO 40.00 X 179801 0 8087 Raymond Kotwicki CMO 40.00 X 183747 0 3268 Cynthia Odom VP Communications/Marketing 40.00 X 118922 0 8261 Eric Chavez Physician 40.00 X 120640 0 4608 Mary Burns Physician 20.00 X 116188 0 0 Laura Sellers Director of Operations 40.00 X 118060 0 0 Christopher Cline VP Clinical Services 40.00 X 110079 0 5298 1356692 0 58291 9 0 1 0 Sage Dining Services Inc 1402 York Road Suite 100 Lutherville MD 21093 Food services 463204 Southern Environmental Services Inc 1059 Triad Court Suite 12 Marietta GA 30062 Environmental consultant 233498 2 654604 15533048 930774 16187652 Day treatment 621400 4606975 4606975 Residential North & South 623000 2979959 2979959 Case management 621400 422405 422405 Physician services 621400 299417 299417 Vocational services 621400 240837 240837 240264 240264 8789857 135933 135933 17197 0 17197 17197 17197 5369175 4166826 1202349 1202349 1202349 171446 654604 173704 -2258 -2258 Other revenue 900099 75278 75278 75278 26406008 8865135 0 1353221 1008292 1008292 812927 306024 250413 256490 4891133 4495351 250480 145302 28573 24609 2903 1061 377567 328626 18427 30514 407725 352723 32373 22629 3866 3596 270 25051 25051 70754 70754 33915 33915 782439 709227 52841 20371 100746 93534 7212 1012818 876189 136629 65093 56312 5168 3613 513102 502738 10364 231876 210641 21235 59839 51767 4751 3321 518 518 485317 485317 116559 116559 Bad debt 19707 19707 0 Professional developmen 18784 16250 1491 1043 Volunteer expense 3680 3184 292 204 Taxes 2998 2998 0 0 11073279 9669506 848471 555302 5290862 9978466 0 3811879 10435972 1376193 869063 124502 77789 21184943 6900103 11466763 14284840 5891087 6153896 560000 44142 55005 28005428 42415031 1314030 1228365 205535 151123 8245 0 1527810 1379488 X 20942330 24569495 4400518 14671660 1134770 1794388 26477618 41035543 28005428 42415031 15332729 -813736 38932 0 X 0 1 X 1 0 X 2158847 1846016 1513378 5392200 15533048 26443489 4404104 5188620 6458696 7684426 8789857 32525703 247607 131123 472227 826050 1677007 6562951 7282243 8103197 13548853 25148955 60646199 241681 901879 350318 3246120 13285992 18025990 0 241681 901879 350318 3246120 13285992 18025990 42620209 106909 144619 151277 237411 153130 793346 106909 144619 151277 237411 153130 793346 27012 20097 12098 22192 75278 156677 6696872 7446959 8266572 13808456 25377363 61596222 0.69190 0.85870 0.01290 0.01680 X Schedule A, Part III, Line 12, Explanation for Other Income: Other income is an accumulation of individually insignificant transactions of revenues and expenses incurred during normal day-to-day operations of the Organization and were not orginally recorded in specific income or expense accounts during the year. For financial reporting purposes this accumulated balance was deemed immaterial and remained separately reported on the Organization's financial statements as 'Miscellaneous income.' RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5891083 138754 405371 239891 41427 6153890 5047416 30700 1045527 197350 35210 5891083 4436585 234625 545231 136667 32358 5047416 4484179 229625 -44809 201740 30670 4436585 4143246 0 447383 78000 28450 4484179 0.75850 0.24150 0 0 3080079 3080079 10505552 3961751 6543801 854355 492063 362292 2769748 2446289 323459 3975209 3975209 14284840 24569290 -813736 38932 -1027999 -1802803 26372093 33915 33915 26406008 10011365 0 10011365 33915 1027999 1061914 11073279 Part V, Line 4: The board designated endowment is to ensure the long range financial viability of the organization. Currently, the Board has restricted appropriation of the endowment funds up to four percent per annum of the average fair value of the endowment for the last 12 quarters. The endowment draw is used primarily for capital asset purchases and facilities maintenance for the three campuses. The permanent endowment is restricted for financial aid awards. Part XI, Line 2d - Other Adjustments: Financial assistance to individuals -1,008,292. Bad debt -19,707. Part XII, Line 4b - Other Adjustments: Financial assistance to individuals 1,008,292. Bad debt 19,707. X X X X X 1 Coxe Curry & Associates 191 Peachtree Street Suite 450 Atlanta GA 30303 Consulting 0 0 70754 0 70754 GA Benefits of Laughter 722245 590870 131375 84535 4709 50180 14585 Associates Luncheon 49095 35039 14056 11849 0 1680 219 1 54710 28695 26015 3290 0 2000 657 826050 654604 171446 99674 4709 53860 15461 173704 -2258 1 Need-based financial aid 107 1008292 Part I, Line 2: The Foundation maintains a financial aid fund to assist clients and families who meet the need-based financial criteria. Clients and families go through an application process, and after thorough review, financial aid awards are granted by a board committee to offset a portion of the program fees. 1 X X X 0 0 0 0 0 0 0 0 0 Elizabeth E Finnerty President/CEO 248036 0 21300 0 27889 0 17826 0 5770 0 320821 0 0 0 Mark Weaver COO 163321 0 16480 0 0 0 2914 0 5173 0 187888 0 0 0 Raymond Kotwicki CMO 173927 0 9820 0 0 0 0 0 3268 0 187015 0 0 0 X 1 50 Fair Market Value X 150 Fair Market Value X 14 357497 Fair Market Value X 1 560000 Appraisal X Special event items 9 6347 Fair Market Value X Various program support 18 5020 Fair Market Value X Gift cards 8 1710 Fair Market Value 0 0 0 Form 990, Part VI, Section B, line 11 The return is prepared by an outside public accounting firm in conjunction with senior management. Once drafted to the satisfaction of senior management, the draft is forwarded onto the Board, along with guidelines on what to look for when reviewing Form 990. The Board then provides feedback and/or comments. Once all comments are addressed to the satisfaction of senior management and the Board, Form 990 is then filed with the IRS. Form 990, Part VI, Section B, line 12c Board members and all staff sign a conflict of interest policy annually after initial review by Human Resources and members of senior management. Any disclosures that require Board or Executive Committee review are forwarded to the Executive Committee chariperson, as dictated by the policy. Form 990, Part VI, Section B, line 15 An executive compensation committee conducts a review of the salary of the President. The President reviews and approves the salaries of the senior management team. In addition, the Board retains an outside consultant to perform a salary survey for the entire organization biannually. This survey includes a review of executive salaries and contains comparable data. Form 990, Part VI, Section C, line 18 The Foundation makes its 990 available upon request. Form 990, Part VI, Section C, line 19 The Foundation makes the following documents available to the public, through its website or by request in writing - the IRS determination letters; Form 990; audited financial statements; mission and vision statements; conflict of interest policy; corporate compliance policy; and privacy policy. Unified Clairmont 1961 North Druid Hills Road Atlanta GA 30329 202027036 Mental Health GA 0 0 George West Mental Health Foundation Inc Thrive Wellness Clinic 1961 North Druid Hills Road Atlanta GA 30329 274272846 Mental Health GA 106820 51090 George West Mental Health Foundation Inc