2014-02-07T09:07:53-06:00 2013-06-30 593204548 JAMES MOORE & CO PL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2012-07-01 590976866 SMA BEHAVIORAL HEALTH SERVICES INC SMAB 3862363200 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 W CHESTER BELL 3862363200 2014-02-07 1 JAMES A HALLERAN P00005496 3862574100 2014-02-05 2012 2015-11-30 17:44:51Z STEWART-MARCHMAN-ACT BEHAVIORAL HEALTHCARE W CHESTER BELL 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 43997640 0 X WWW.SMABEHAVIORAL.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 23 23 1174 400 0 0 27468478 27016380 16677616 15484534 142389 190656 25483 15184 44313966 42706754 0 0 0 0 23766966 25147266 0 0 0 20749819 17095640 44516785 42242906 -202819 463848 24883092 25641759 4616353 5778832 20266739 19862927 X TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. 0 1 8412128 1849593 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 12-13 THE ADULT RESIDENTIAL PROGRAM (ART) SERVED 30 CLIENTS IN VOLUSIA COUNTY AND 82 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 82 WOMEN AND 58 CHILDREN DURING FY 12-13. A TOTAL OF 19 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 205 IN FY 12-13.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 71 YOUTH AND THEIR FAMILIES DURING FY 12-13.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 423 YOUTH AND THEIR FAMILIES IN FY 12-13. 5201398 4281494 PHARMACY - SMA'S PHARMACY FILLED 61,048 PRESCRIPTIONS DURING FY 12-13; PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS OUTPATIENT CLIENTS. 3279085 3829430 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 12-13 THESE ENRICHMENT PROGRAMS EMPLOYED 350 INDIVIDUALS. 19772517 5524017 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. 19772517 5524017 36665128 1 1 0 1 0 0 0 0 1 0 1 1 0 0 1 1 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 46 0 1 1174 1 0 0 0 0 0 0 0 0 0 0 X 23 23 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 1.00 X 0 0 0 ROBERT G FEATHER 1.00 X 0 0 0 JACK C FISHER 1.00 X 0 0 0 ANDREW GURTIS 1.00 X X 0 0 0 WILLIAM HATHAWAY 1.00 X 0 0 0 LAWRENCE KELLY 1.00 X 0 0 0 JANET MILLER 1.00 X 0 0 0 CONNIE RITCHEY 1.00 X X 0 0 0 JAMES ROSE 1.00 X X 0 0 0 EDMOND SANDERS 1.00 X 0 0 0 TED SERBOUSEK 1.00 X X 0 0 0 ROSARIA UPCHURCH 1.00 X X 0 0 0 CHARLES FLAVIO 1.00 X 0 0 0 CYNTHIA J HAWKINS 1.00 X 0 0 0 THOMAS O'KEEFE 1.00 X 0 0 0 HOWARD STANGE 1.00 X 0 0 0 BENJIE BATES 1.00 X 0 0 0 DAVID BECK 1.00 X 0 0 0 DARLINDA COPELAND 1.00 X 0 0 0 MATTHEW FOXMAN 1.00 X 0 0 0 JON GREAVES 1.00 X 0 0 0 ROBERT HARDWICK 1.00 X 0 0 0 GARRY WOOD 1.00 X 0 0 0 WILLIAM C BELL 40.00 X 162951 0 17023 IVAN COSIMI 40.00 X 128497 0 13297 ANTONIO CANAAN 40.00 X 237825 0 18892 GUY R CZAYKOWSKY 40.00 X 189019 0 11085 THEORDORE MATEJKA 40.00 X 121946 0 12761 840238 0 73058 5 0 1 0 OWENS COMMERCIAL CLEANING 400 VENTURE DR SUITE A SOUTH DAYTONA FL 32119 JANITORIAL SERVICES 415610 US FOOD SERVICE PO BOX 198421 ATLANTA GA 30384 FOOD SERVICES DISTRIBUTOR 339620 STAFF CARE PO BOX 281923 ATLANTA GA 30384 EMPLOYMENT SERVICES 308519 CHENEY BROTHERS INC 2801 W SILVER SPRING BLVD OCALA FL 34475 FOOD SERVICES DISTRIBUTOR 306896 BURNS SUPPLY 342 2ND STREET HOLLY HILL FL 32117 JANITORIAL SUPPLIES 225548 10 34896 280 24308854 2672350 2154756 27016380 CONTRACTS 623990 4726023 4726023 MEDICARE & MEDICAID 623990 3743980 3743980 PHARMACY 623990 3360338 3360338 CLIENT FEES & INSURANCE REIMBURSE 623990 2971216 2971216 682977 682977 15484534 77562 77562 1388888 1275794 113094 113094 113094 30276 280 15092 15184 15184 42706754 15484534 0 205840 981580 650423 331157 19595353 16665043 2930310 382870 301317 81553 2526910 2096806 430104 1660553 1407460 253093 60157 60157 95301 80081 15220 45357 45357 753264 716517 36747 65037 54691 10346 1271128 832912 438216 223383 164975 58408 2550182 2348131 202051 338181 278036 60145 108057 75704 32353 973868 738318 235550 678168 565990 112178 MEDICAL & PHARMACY 4119334 4117467 1867 CLIENT PROGRAMS & SERVI 2141838 2140830 1008 DONATED ITEMS 1307578 1306586 992 FOOD SERVICES 1029650 1020894 8756 1335157 1102947 232210 42242906 36665128 5577778 0 2371617 815035 3357012 4655671 986280 1182781 636952 572710 1425575 2669833 338144 137923 22167998 14545328 8097749 7622670 7574704 7876072 95059 109064 24883092 25641759 2767252 2653295 42618 39572 1048631 1750487 1560821 55996 476513 4616353 5778832 X 14190010 13769369 6076729 6093558 20266739 19862927 24883092 25641759 X 463848 -13365 -965280 110985 X X 0 1 X 1 1 1 X 22676508 25047117 25887262 27468478 27661444 128740809 22676508 25047117 25887262 27468478 27661444 128740809 128740809 88452 78431 99547 112629 77562 456621 129197430 76211755 0.99650 0.99550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 45357 45357 0 EXPLANATION OF LOBBYING ACTIVITIES: 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 1046182 1046182 15129707 9931642 5198065 215253 191125 24128 4279139 3032632 1246507 1497717 1389929 107788 7622670 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 6093558 F CERTIFICATES OF DEPOSIT 51127 F MUTUAL FUNDS - FIXED INCOME 814681 F MUTUAL FUNDS- EQUITY 916706 F 7876072 DEFERRED COMPENSATION PLAN 76513 LINE OF CREDIT 400000 476513 X 43156556 -13365 448075 15092 449802 42706754 0 42706754 42706073 448075 15092 463167 42242906 0 42242906 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH THE ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 15,092. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 15,092. RECOVERY MONTH 8870 8870 7038 RACE PARKING 14900 14900 4825 155 3 6786 280 6506 3074 30556 280 30276 4825 10267 15092 15184 X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM C BELL 162951 0 0 0 0 0 10178 0 6845 0 179974 0 0 0 ANTONIO CANAAN 237825 0 0 0 0 0 13546 0 5346 0 256717 0 0 0 GUY R CZAYKOWSKY 189019 0 0 0 0 0 5721 0 5364 0 200104 0 0 0 X 13 2602831 FMV 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): THE ORGANIZATION IS COUNTING THE NUMBER OF CONTRIBUTORS. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 RESIDENTIAL AND DETOX PROGRAMS AT THE VINCE CARTER SANCTUARY CEASED OPERATIONS ON MARCH 31, 2013. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 110,985. 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