2014-05-14T08:09:45-05:00 2013-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2012-07-01 010319802 Spurwink Services Inc SPUR 2078711200 899 Riverside Street Portland ME 04103 Eric Meyer 2078711200 2014-05-08 1 Barbara J McGuan CPA P00219457 2077752387 2014-05-08 2012 2015-11-30 17:44:51Z Eric Meyer 899 Riverside Street Portland ME 04103 52097759 0 X www.spurwink.org X 1960 ME Spurwink is a nationally accredited provider of behavioral health, educational, residential and outpatient services for children, adolescents, adults and families using evidence based treatment and community based programs for clients of all ages. 13 13 1199 150 0 0 4011076 2267647 47461596 49105311 106888 -320554 11759 276418 51591319 51328822 0 0 0 0 35430085 36121933 0 0 770688 15583781 14872400 51013866 50994333 577453 334489 27214410 25323890 23006546 19479161 4207864 5844729 X Our mission is to provide quality services and supports that effectively meet the diverse needs of children, adolescents, adults and their families. Our services are based upon determination of clients' strengths and needs, and include education, care and treatment. In home, community or agency based settings, our goal is to assist our clients in achieving their optimal potential in the least restrictive environment possible. 0 0 22383158 22534678 Residential treatment services provides for 199 children, adolescent and adult clients on a 24/7 basis. In FY13, of 59 child and adolescent residential clients discharged from Spurwink Services, 46 went to a lower level of care during the year, 6 children went to different, like placements and 7 children required more intensive care as they left our programs. Other states, including Connecticut, New Hampshire and New York, value our model of treatment and send children from their respective states to Spurwink programs. Approximately 14% of clients served are from out of state.52 adult clients with developmental disabilities qualifying for waiver services are provided a home at Spurwink. Our homes provide a safe and secure environment within the community while improving and/or maintaining an individual's ability to live as independently as possible. The majority of individuals with Spurwink require life-long care, with some having received services for 20+ years. Trained staff foster individual choice within the therapeutic milieu, provide assistance with personal care and activities of daily living, provide behavioral support, if needed and support goals in the person centered plan. 12397007 14276360 Spurwink Services has eight children/adolescent educational programs and four adult day programs serving 253 and 42 clients respectively. Each child has an individualized educational plan established to meet his/her academic and behavioral goals. Students have access to computers and software that enhance his/her learning and all schools have wireless connections to the Internet. All programs have Promethean board in one or more classrooms and all students have licensed access to "PLATO" learning. All curricula are aligned with Maine's Learning Results: Parameters for Essential Instruction and all programs have embraced the "SCERTS" (Social Communication, Emotional Regulation and Transactional Supports) model to support students' social/emotional development. Spurwink services adults with developmental disabilities in the community. The purpose of our program is to increase or maintain an individual's ability to successfully engage in inclusive social and community relationships and to maintain/develop skills that support health & well being. Trained staff support individuals while engaging in desired community activities, personal and daily living skills and behavioral support, if needed. 11285528 12294275 Spurwink provides programs in the community through our Evidence Based Community Practice Division. Services include adult medication management, "ACT" for adults, targeted case management, functional family therapy, autism evaluations, hi-fidelity wrap around case management, alternative response program and forensic child abuse evaluations. We work closely with stakeholders including large referral sources such as Maine's Department of Health and Human Services, Department of Corrections and private insurances. Annually over 6,000 clients and their families are served in eleven of the sixteen Maine counties. 46065693 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 140 0 1 1199 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 ME X Nancy G Irving CPA 2078711200 899 Riverside St Portland ME 04103 Daniel Fishbein MD 5.00 X X 0 0 0 Stacey Ryan 1.00 X 0 0 0 Tari Advani MD 1.00 X 0 0 0 Cathy Breen 1.00 X 0 0 0 Leo Martin 1.00 X 0 0 0 Alistair Raymond Esq 5.00 X 0 0 0 Matthew Winch 5.00 X X 0 0 0 Thomas Daffron 1.00 X 0 0 0 Sara Lewis 1.00 X 0 0 0 Catherine Liston 5.00 X 0 0 0 Theresa Kelly 1.00 X 0 0 0 Daniel Soroff MD 1.00 X 0 0 0 Jessica Estes 1.00 X 0 0 0 Dawn Stiles 40.00 X 187576 0 36511 Daniel Bonner 40.00 X 147496 0 18867 Nancy Irving 40.00 X 132164 0 19747 John McAnuff 40.00 X 105365 0 15620 Lawrence Ricci MD 40.00 X 166569 0 23242 Robert Haines MD 40.00 X 139082 0 21961 David Walter DO 30.00 X 169875 0 0 1048127 0 135948 7 0 1 0 Boulos Management Company 1 Canal Plaza Portland ME 04101 Property Management 360000 Dirigo Management 1 City Center 1 Portland ME 04101 Property Management 220566 Kelly Remmel Zimmerman PO Box 597 53 Exchange St Portland ME 04112 Legal Services 194063 Timothy Waite MD 144 East Main Street Yarmouth ME 04096 Psychiatrist 105593 4 280000 1810035 177612 10875 2267647 Fees for Services 624100 48788655 48788655 Training Revenue 624100 402509 402509 Miscellaneous 624100 51178 51178 Charity Care Adj. 624100 -137031 -137031 49105311 70234 70234 46224 275776 0 712788 46224 -437012 -390788 -390788 92247 280000 56149 36098 36098 Bad Debt Recovery 900099 240320 240320 240320 51328822 49105311 0 -44136 663346 45918 562469 54959 30898671 28854369 1813640 230662 1621228 1343761 191627 85840 557411 556544 867 2381277 2195292 176893 9092 271279 197497 73782 62210 62210 2116659 1935253 123714 57692 2210412 1968509 192615 49288 2876237 2652087 144038 80112 1030874 970866 59846 162 67822 36472 31350 521029 437603 83426 942426 816368 110489 15569 2802440 2601258 183708 17474 Service Provider Tax 959949 959949 Client Cost 313309 313309 Staff Enhancement 303644 211245 92399 Miscellaneous 179790 36562 47172 96056 214320 130328 83992 50994333 46065693 4157952 770688 2614150 2115351 2684700 2490279 6774138 6179988 448973 434775 23894430 12181263 12811107 11713167 1539086 1817884 154323 138931 187933 433515 27214410 25323890 11341642 9732760 1668 38189 9904407 8948620 372108 237030 1386721 522562 23006546 19479161 X 4157762 5790778 14714 18563 35388 35388 4207864 5844729 27214410 25323890 X 334489 194180 1108196 X 0 1 X 1 0 X 4765527 3516062 3912086 4011076 2267647 18472398 4765527 3516062 3912086 4011076 2267647 18472398 18472398 151245 117525 83642 65820 70234 488466 822962 240320 1063282 20024146 240579074 0.92250 0.94820 X Schedule A, Part II, Line 10, Explanation of Other Income: Bad Debt Recovery - 2010 Amount: $ 822,962. 2012 Amount: $ 240,320. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 236 236 0 Explanation of Lobbying Activities: Part II-B, Line 1: A portion of the dues paid to an organization were attributable to lobbying expenses. 1598950 1598950 17508440 8428573 9079867 980456 736116 244340 3664334 3016574 647760 142250 142250 11713167 Advance Payments under MaineCare 100465 Program Settlements Payable 422097 522562 52453927 194180 6900 1164345 1365425 51088502 240320 240320 51328822 50817062 6900 56149 63049 50754013 240320 240320 50994333 Part XI, Line 2d - Other Adjustments: Change in Net Assets for funded status of Pension Plan 1,108,196. Fundraising Events 56,149. Part XI, Line 4b - Other Adjustments: Bad Debt Recovery 240,320. Part XII, Line 2d - Other Adjustments: Fundraising Events 56,149. Part XII, Line 4b - Other Adjustments: Bad Debt Recovery 240,320. Humanitarian of the Year 365347 280000 85347 24700 3700 23225 Boat Building Festival 6900 6900 4524 372247 280000 92247 29224 3700 23225 56149 36098 1 X X 0 0 0 0 0 0 0 0 0 Dawn Stiles 184338 0 0 0 3238 0 23874 0 12637 0 224087 0 0 0 Daniel Bonner 145326 0 0 0 2170 0 5813 0 13054 0 166363 0 0 0 Nancy Irving 132164 0 0 0 0 0 5287 0 14460 0 151911 0 0 0 Lawrence Ricci MD 165949 0 0 0 620 0 6638 0 16604 0 189811 0 0 0 Robert Haines MD 139082 0 0 0 0 0 5563 0 16398 0 161043 0 0 0 David Walter DO 169875 0 0 0 0 0 0 0 0 0 169875 0 0 0 A MHHEFA Revenue Bond Series 2004A 010314384 560425TL4 2004-06-03 10095000 Refund prior issue 1 0 1 B MHHEFA Revenue Bond Series 2007A 010314384 560425L40 2007-07-18 2965000 Refund prior issue 1 0 1 C MHHEFA Revenue Bond Series 2010B 010314384 560427JA5 2010-06-24 1495000 Refund prior issue 1 0 1 A 4014918 10095000 620537 161097 0 0 1 1 B 1802093 2965000 366338 50727 0 0 1 1 C 204854 1495000 93270 35577 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 1 0 0 1 FSA 21.000000000000 1 0 0 B 0 0 1 0 0 0 1 TransAmerica 20.000000000000 1 0 0 C 0 0 1 0 0 0 0 0 0 Form 990, Part VI, Section B, line 11 The Form 990 was assembled by the Finance Department of Spurwink Services. The information on the form was shared, discussed and revised by appropriate members of the Senior Administrative Team prior to the review of Spurwink Services' President. Form 990 was presented and reviewed in detail by the Finance/Audit Committee of the Board of Directors. Questions on the submission were discussed and necessary changes were made. The reviewed document was sent to each member of the Board of Directors for final review prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c A copy of a disclosure form is distributed to members of the Board of Directors and Officers present at the Annual Meeting. Members of the Board and Officers are asked to complete the Conflict of Interest Document and return the completed form prior to the end of the meeting. All people who were not in attendance at the Annual Meeting are mailed a copy of the form and are asked to complete and return it. Form 990, Part VI, Section B, line 15 Annually the Treasurer of Spurwink Services gathers data from other agencies on the compensation of officers. The data is collected from wage surveys and prior year IRS Form 990's from agencies of like size and mission. The information is shared with the Board of Directors. The Board sets the wage for the President of Spurwink Services and recommends to the President the wages for the Vice President of Operations, Treasurer, and CFO. Form 990, Part VI, Section C, line 19 Spurwink Services provides copies of its Form 990, governing documents, conflict of interest policy and financial statements upon request. The governing documents are filed with the Maine Secretary of State. Financial statements are public documents through our business with the Maine Departments of Health and Human Service, Education and Corrections. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Change in Net Assets for funded status of Pension Plan 1,108,196.