2014-11-03T09:01:49-06:00 2014-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2013-07-01 010319802 Spurwink Services Inc SPUR 2078711200 899 Riverside Street Portland ME 04103 Eric Meyer President & CEO 2078711200 2014-10-27 1 Barbara J McGuan CPA P00219457 2077752387 2014-10-27 2013 2015-11-30 17:44:51Z Eric Meyer 899 Riverside Street Portland ME 04103 51087551 0 X www.spurwink.org X 1960 ME Spurwink is a nationally accredited provider of behavioral health and education services for children, adults & families. 14 14 1205 100 0 0 2267647 3268076 49105311 47347827 -320554 420510 276418 5123 51328822 51041536 0 0 0 0 36121933 34430145 0 0 501390 14872400 15638960 50994333 50069105 334489 972431 25323890 25751162 19479161 17028166 5844729 8722996 X Over its 54 years, Spurwink has become widely known for its clinical expertise in working with children and adults with autism and mental illness. Spurwink's services can begin with a specialized autism diagnostic clinic, at a specialized pre-school or special purpose private school through the high school level, to residential treatment for children, adolescents & adults as well as numerous outpatient & community services specifically focused on autism and mental illness. 0 0 38388471 39713005 Across Spurwink, treatment for children takes place in 1) residential programs in Cumberland, Androscoggin, Kennebec and Somerset Counties (188 children served per year); 2) six schools for special education in Cumberland, Androscoggin, Kennebec, Somerset and York Counties (286 children served per year); 3) outpatient & community services in 13 of Maine's 16 counties, including targeted case management, public school counseling, functional family therapy, treatment foster care, integrated behavioral health services in primary care practices, trauma therapy for refugees, outpatient therapy, and home and community based treatment (2,513 children served per year); and 4) diagnostic evaluations for child abuse at the only forensic child abuse clinic in Maine (1,169 children served per year). 7139276 7634822 Treatment for adults with intellectual disabilities occurs in residential and community support programs in Cumberland and York Counties (serving 55 and 41, respectively, per year). Treatment for adults with severe and persistent mental illness occurs at two outpatient clinics in downtown Portland (serving 744 adults per year), and through integrated behavioral health services in services in primary care practices (serving 613 adults per year), consisting of medication management, outpatient therapy and an assertive community treatment (ACT) teams.Treatment also occurs across 13 of Maine's counties through an affiliate network of licensed outpatient therapists for children, adults & families challenged by intellectual disabilities, including autism, and mental illness. Our affiliate network serves 396 children & 231 adults each year. 45527747 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 1 0 1 0 0 0 0 0 0 0 0 1 140 0 1 1205 1 0 0 0 0 0 0 0 0 0 0 X 14 14 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 Board Member 5.00 X 0 0 0 Stacey Ryan Board Member 1.00 X 0 0 0 Tari Advani MD Board Member 1.00 X 0 0 0 Cathy Breen Board Member 1.00 X 0 0 0 Leo Martin Board Member 1.00 X 0 0 0 Alistair Raymond Esq Vice Chair 1.00 X X 0 0 0 Matthew Winch Board Chair 5.00 X X 0 0 0 Thomas Daffron Board Member 1.00 X 0 0 0 Sara Lewis Board Member 1.00 X 0 0 0 Catherine Liston Board Member 1.00 X 0 0 0 Theresa Kelly Board Member 1.00 X 0 0 0 Daniel Soroff MD Board Member 1.00 X 0 0 0 Jessica Estes Board Member 1.00 X 0 0 0 Melissa Lalumiere Board Member 1.00 X 0 0 0 Dawn Stiles Past President 40.00 X 70924 0 16180 Daniel Bonner Vice President and COO 40.00 X 164403 0 18738 Nancy Irving Treasurer 40.00 X 132134 0 19827 John McAnuff CFO 40.00 X 109597 0 20242 Eric Meyer President 40.00 X 56247 0 189 Lawrence Ricci MD Program Director 32.00 X 168888 0 23793 Robert Haines MD Medical Director 32.00 X 154347 0 22350 David Walter DO Medical Director 30.00 X 164132 0 0 1020672 0 121319 6 0 1 0 Dirigo Management 1 City Center 1 Portland ME 04101 Property Management 494787 Boulos Property Management 1 Canal Plaza Portland ME 04101 Property Management 360000 Soft Trac 361 Route 1 Falmouth ME 04105 Software Consulting 113298 3 25000 167000 2694805 381271 109528 3268076 Fees for Services 624100 46890544 46890544 Miscellaneous 624100 539796 539796 Training Revenue 624100 178792 178792 Charity Care Adj. 624100 -261305 -261305 47347827 66032 66032 348711 5767 0 0 348711 5767 354478 354478 51138 167000 46015 5123 5123 51041536 47347827 0 425633 608482 38708 520351 49423 30072723 28095548 1673010 304165 737105 598663 138442 643938 641983 57 1898 2367897 2175939 170556 21402 92454 92454 80151 80151 2394867 2185718 145812 63337 1174115 983761 184271 6083 3136868 2862537 201367 72964 1021173 968328 48871 3974 489625 404460 85165 856591 738157 111918 6516 3375618 3136825 203991 34802 Medical Supplies/Nutrit 1066453 1066364 89 0 Service Provider Tax 966427 966427 Staff Enhancement 420790 275864 142065 2861 Miscellaneous 380031 388465 57601 -66035 183797 183797 50069105 45527747 4039968 501390 2115351 3704266 2490279 4152934 6179988 4675663 434775 489512 23165957 11285070 11713167 11880887 1817884 119037 138931 123541 433515 605322 25323890 25751162 9732760 8155294 38189 208235 8948620 7982832 237030 364702 522562 317103 19479161 17028166 X 5790778 8675612 18563 18773 35388 28611 5844729 8722996 25323890 25751162 X 972431 1905836 X 0 1 X 1 0 X 3516062 3912086 4011076 2267647 3268076 16974947 3516062 3912086 4011076 2267647 3268076 16974947 16974947 117525 83642 65820 70234 66032 403253 822962 240320 1063282 18441482 241679707 0.92050 0.92250 X Schedule A, Part II, Line 10, Explanation for 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 2398 2398 0 Part II-B, Line 1: A portion of the dues paid to an organization were attributable to lobbying expenses. 1598950 1598950 17223749 8585043 8638706 703387 467120 236267 2892572 2232907 659665 747299 747299 11880887 Program Settlements Payable 317103 317103 52993387 1951851 1951851 51041536 0 51041536 50115120 46015 46015 50069105 0 50069105 Part XI, Line 2d - Other Adjustments: Change in Net Assets for funded status of Pension Plan 1,905,836. Fundraising Events 46,015. Part XII, Line 2d - Other Adjustments: Fundraising Events 46,015. Humanitarian of the Year 218138 167000 51138 3000 25571 3200 14244 218138 167000 51138 3000 25571 3200 14244 46015 5123 1 X X 0 0 0 0 0 0 0 0 0 Daniel Bonner Vice President and COO 162233 0 0 0 2170 0 6489 0 12249 0 183141 0 0 0 Nancy Irving Treasurer 132134 0 0 0 0 0 5285 0 14542 0 151961 0 0 0 Lawrence Ricci MD Program Director 168268 0 0 0 620 0 6731 0 17062 0 192681 0 0 0 Robert Haines MD Medical Director 154347 0 0 0 0 0 6174 0 16176 0 176697 0 0 0 David Walter DO Medical Director 164132 0 0 0 0 0 0 0 0 0 164132 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 4488273 10095000 620537 161097 0 0 1 1 B 2145229 2965000 366338 50727 0 0 1 1 C 274151 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 A 0 B 0 C 0 Brendan Bonner Son of Vice President and COO Daniel Bonner 23025 Wages earned as an employee 0 X 1 1496 Stock Market Price X Medical Equip 14 108032 Fair Market Value 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. Form 990, Part XI, line 9: Change in Net Assets for funded status of Pension Plan 1,905,836.