2014-03-18T09:50:06-05:00 2013-06-30 PURVIS GRAY & COMPANY LLP 222 NORTH EAST FIRST STREET GAINESVILLE FL 32601 990 2012-07-01 591906214 MERIDIAN BEHAVIORAL HEALTHCARE INC MERI 3523745600 PO BOX 141750 GAINESVILLE FL 32614 DR MARGARITA M LABARTA 3523745600 2014-02-12 true ROBERT O DALE CPA 3523782461 2014-03-08 2012 2015-11-30 17:44:51Z DR MARGARITA M LABARTA PO BOX 141750 GAINESVILLE FL 32614 33504982 false X WWW.MBHCI.ORG X 1978 FL THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE RECOVERY AND OFFER SOLUTIONS TO THOSE FACING MENTAL ILLNESSES, ADDICTION AND OTHER SOCIAL CHALLENGES. 17 17 531 68 41291 7031 16322937 16212975 15506575 17030619 74542 93065 232559 -6248 32136613 33330411 0 0 21986439 21355604 0 0 10083020 12429688 32069459 33785292 67154 -454881 16509764 15414530 7247510 6579554 9262254 8834976 X THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE RECOVERY AND OFFER SOLUTIONS TO THOSE FACING MENTAL ILLNESSES, ADDICTION AND OTHER SOCIAL CHALLENGES. false false 29589276 17030619 PROVIDING SERVICES AND CARE TO ADULTS AND CHILDREN WITH MENTAL ILLNESSES OR SUBSTANCE ABUSE DISORDERS. THE ORGANIZATION'S EXEMPT SERVICES CONSIST OF THE FOLLOWING PROGRAMS WITH THE CORRESPONDING NUMBER OF CLIENTS SERVED IN EACH PROGRAM(STATEMENT CONTINUES TO SCHEDULE O): AFTERCARE 66 CLIENTS SERVED ASSESSMENT 61 CLIENTS SERVED CASE MANAGEMENT 1352 CLIENTS SERVED CRISIS STABILIZATION 2607 CLIENTS SERVED CRISIS SUPPORT/EMERGENCY 6406 CLIENTS SERVED DAY CARE 19 CLIENTS SERVED DAY TREATMENT 185 CLIENTS SERVED INTERVENTION 689 CLIENTS SERVED IN-HOME/ON-SITE 704 CLIENTS SERVED OUTPATIENT 6389 CLIENTS SERVED OUTPATIENT MEDICAL 7726 CLIENTS SERVED OUTREACH 179 CLIENTS SERVED OTP OUTPAITENT/MEDICAL 889 CLIENTS SERVED PREVENTION 6281 CLIENTS SERVED REHAB SERVICES 401 CLIENTS SERVED RESIDENTIAL DETOX 630 CLIENTS SERVED RESIDENTIAL LEVEL II 519 CLIENTS SERVED SUPPORTED EMPLOYMENT 78 CLIENTS SERVED 29589276 true true false true false false false false true true true false false false true false true false false false false false false false true false false false false true true false false false false false false false false false false true true false false false true true true false false true 26 0 531 true true true false false false false true true false false false false X 17 17 false false false false false false false true true false true true true true true true true true true true false X JENNIFER STULL 3523745600 PO BOX 141750 GAINESVILLE FL 32614 ALAN BOGGS 1.00 X 0 0 0 ROSS CHANDLER 1.00 X 0 0 0 DEBORAH GORDON 1.00 X 0 0 0 DEBRA JONES 1.00 X 0 0 0 PAUL METTS 1.00 X 0 0 0 PATRICIA YATES 3.00 X 0 0 0 JUDGE WILLIAM R SLAUGHTER II 1.00 X 0 0 0 MARY JANE WEAVER 1.00 X X 0 0 0 SINOMA BROWN 5.00 X X 0 0 0 ROSLYN SLATER 1.00 X 0 0 0 SHARON LONGWORTH 1.00 X 0 0 0 LILLIAN CASON 1.00 X 0 0 0 SHARON GAY 2.00 X X 0 0 0 IRMA PHILLIPS-MAXWELL 1.00 X 0 0 0 PAM WARD 3.00 X X 0 0 0 LARRY TURNER 1.00 X 0 0 0 LINDA WESEMAN 1.00 X 0 0 0 MARJORIE CARMICHAEL 1.00 X 0 0 0 MARGARITA M LABARTA 60.00 X 182580 0 25063 SARAH FRAZIER 40.00 X 176858 0 13264 STEPHEN PITTMAN PHD 40.00 X 101643 0 13846 DONALD SAVOIE 40.00 X 98945 0 13654 RICHARD V ANDERSON 40.00 X 92060 0 13088 JENNIFER STULL 50.00 X 92037 0 13054 JACQUELINE KNABEL 40.00 X 91331 0 12999 SHERRY N HOUSTON 40.00 X 80077 0 6630 LAWRENCE ADU 40.00 X 268311 0 25543 SHUMIN ZHANG MD 40.00 X 249605 0 24182 SAFIR AZAM 40.00 X 221083 0 23080 FRANK ANTHONY 55.00 X 205195 0 17501 FERNANDO CASTRO 50.00 X 197162 0 15805 2056887 217709 12 false true false UNIVERSITY OF FLORIDA DEPT OF PSYCH PO BOX 103424 GAINESVILLE FL 32610 TEMP DR SERVICE 242028 1 120258 14370627 1722090 1611331 16212975 MEDICAID PREPAID MENTAL HLTH 624100 7051084 7051084 MEDICAID FEES 624100 6530700 6530700 CLIENT FEES 624100 1323938 1323938 INSURANCE FEES 624100 1129400 1129400 MEDICARE FEES 624100 548748 548748 446749 446749 17030619 71951 71951 38938 38938 38938 38938 74046 52932 21114 21114 21114 4644 120258 121639 -116995 -116995 BACKGROUND REVENUE 900099 31394 31394 CAFETERIA REVENUE 900099 16339 16339 FINGERPRINTING REVENUE 900099 9897 9897 14179 14179 71809 33330411 17030619 41291 45526 1206611 789915 416696 16624759 14612061 2012698 1123592 926844 196748 1926985 1654271 272714 473657 437740 35917 202688 2500 200188 2266 1050 1216 37722 17481 20241 3011 3011 1017364 852396 164968 3704925 3325354 379571 9934 9934 1192056 1187916 4140 366284 327267 39017 130709 76109 54600 156502 13924 142578 1112085 1019367 92718 840121 789311 50810 BAD DEBT EXPENSE 3305631 3305631 MISC EXPENSES 347311 250139 97172 UNRELATED BUSINESS TAX 1079 1079 33785292 29589276 4196016 0 1203543 473750 3015968 2544068 4751473 4314794 66106 75654 211203 226212 18108582 11376597 6421018 6731985 603523 636560 236930 411507 16509764 15414530 2127948 1887595 64359 91268 4641322 4291813 60992 49054 272646 251525 80243 8299 7247510 6579554 X 7424916 6247624 1465291 2215305 372047 372047 9262254 8834976 16509764 15414530 -454881 26524 1079 X false true X true true true X 17457877 16494615 16334715 16322937 16212975 82823119 17457877 16494615 16334715 16322937 16212975 82823119 82823119 71967 60663 102264 110989 110889 456772 7031 7031 85735 88737 279302 185134 61912 700820 83987742 78655247 0.98610 0.98620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37722 37722 33867680 33905402 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 90000 90000 60000 37722 277722 250000 250000 250000 250000 1000000 1500000 false true X 491948 53038 544986 412434 79514 491948 345464 66970 412434 328008 17456 345464 361029 -33021 328008 1.00000 true false 626535 626535 12530774 8856941 3673833 4175746 2491537 1684209 775527 28119 747408 6731985 TENANT SECURITY DEPOSITS 3141 CHOICE APTS LAUNDRY MONEY 1769 CLIENT FUNDS 1192 FACILITIES RECYCLING FUND 1118 UNRELATED BUSINESS TAX 1079 INTEREST RATE SWAP 8299 30240823 26524 72037 121639 220200 30020623 3309788 3309788 33330411 30668101 72037 121639 193676 30474425 3310867 3310867 33785292 ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PAGE 2, PART IV, LINE 2B MERIDIAN MANAGES FUNDS ONLY FOR THOSE CLIENTS WHO ARE IN A GROUP HOME FOR WHICH MERIDIAN IS PAYEE. INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTEREST FROM THESE FUNDS ARE USED TO PAY FOR A BED IN THE RESIDENTIAL TREATMENT PROGRAM FOR INDIVIDUALS WHO ARE UNABLE TO PAY. REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING DIRECT EXPENSES 121,639 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 4B BAD DEBT EXPENSE 3,305,631 INVESTMENT MANAGEMENT FEES 4,157 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING DIRECT EXPENSES 121,639 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B BAD DEBT EXPENSE 3,305,631 INVESTMENT MANAGMENT FEE 4,157 UNRELATED BUSINESS TAX 1,079 FL STOP THE VIOLEN 124902 120258 4644 9502 2863 109274 124902 120258 4644 9502 2863 109274 121639 -116995 X X false false false false false false false false false MARGARITA M LABARTA 180195 2385 18617 6446 207643 SARAH FRAZIER 173833 3000 25 13264 190122 LAWRENCE ADU 268286 25 20093 5450 293854 SHUMIN ZHANG MD 247105 2500 18709 5473 273787 SAFIR AZAM 221083 16568 6512 244163 FRANK ANTHONY 205195 15386 2115 222696 FERNANDO CASTRO 197162 14776 1029 212967 A REGIONS BANK 2008A 630371391 NONE00000 2008-02-28 3600000 FACILITY; REFUND ISS false false false B REGIONS BANK 2008B 630371391 NONE00000 2008-02-28 2400000 FIXTURES, FURNITURE AND EQUIPMENT false false false A 645330 3600000 57721 3400000 142279 true false true true B 1062858 2400000 38481 2361519 false false true true A false false false false false false false false B false false false false false false false false A false false false false true true REGIONS BANK REGIONS BANK 5.0 false false false false false B false false false false true true REGIONS BANK REGIONS BANK 5.0 false false false false false A false X 3 500 VALUE PER DONOR X 39942 VALUE PER DONOR X 5 445000 VALUE PER DONOR X 96 1109749 VALUE PER DONOR X TICKET/FOOD 29 16140 VALUE PER DONOR false false false SUPPLEMENTAL INFORMATION SCHEDULE M, PAGE 2, PART II MERIDIAN IS REPORTING IN COLUMN (B) OF PART I THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. FOR LINE 5 CLOTHING AND HOUSEHOLD GOODS THERE WERE 26 CONTRIBUTIONS MADE. FOR LINE 25 TICKETS/FOOD/IN-KIND 29 THERE WERE 29 CONTRIBUTIONS MADE. FIRST ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A DAY TREATMENT 185 CLIENTS SERVED INTERVENTION 689 CLIENTS SERVED IN-HOME/ON-SITE 704 CLIENTS SERVED OUTPATIENT 6389 CLIENTS SERVED OUTPATIENT MEDICAL 7726 CLIENTS SERVED OUTREACH 179 CLIENTS SERVED OTP OUTPAITENT/MEDICAL 889 CLIENTS SERVED PREVENTION 6281 CLIENTS SERVED REHAB SERVICES 401 CLIENTS SERVED RESIDENTIAL DETOX 630 CLIENTS SERVED RESIDENTIAL LEVEL II 519 CLIENTS SERVED SUPPORTED EMPLOYMENT 78 CLIENTS SERVED ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B A DETAIL REVIEW OF THE FINAL FORM 990 IS CONDUCTED BY THE VICE PRESIDENT-COMPTROLLER, CFO AND CEO. A FINAL COPY OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C MERIDIAN REQUIRES ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS. IF A CONFLICT ARISES, THAT PERSON SHALL GENERALLY BE RECUSED FROM PARTICIPATING IN AN ACTION INVOLVING THAT SUBJECT MATTER. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A MERIDIAN HAS A COMPENSATION POLICY USED TO DETERMINE THE SALARY OF THE CEO. THIS POLICY REQUIRES THE BOARD EXECUTIVE COMMITTEE TO REVIEW ANNUALLY THE CEO COMPENSATION AT THE TIME OF THE ANNUAL PERFORMANCE REVIEW. THE EXECUTIVE COMMITTEE USES COMPENSATION SURVEYS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE PERFORMANCE AND COMPENSATION OF THE CEO SHALL BE FORMALLY REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS AND THE DELIBERATIONS REFLECTED IN THE MEETING MINUTES. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF EMPLOYEES OTHER THAN THE CEO ARE DETERMINED BY THE CEO UTILIZING APPROPRIATE FACTORS SUCH AS EXPERIENCE, EDUCATION, LENGTH OF SERVICE, MARKET CONDITIONS AND JOB RESPONSIBILITIES. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 MERIDIAN MAKES AVAILABLE ON ITS WEBSITE THE ANNUAL REPORT. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 FUNDRAISING DIRECT EXPENSES 121,639 BAD DEBT EXPENSE -3,305,631 INVESTMENT MANAGEMENT FEES -4,157 FUNDRAISING DIRECT EXPENSES -121,639 BAD DEBT EXPENSE 3,305,631 INVESTMENT MANAGMENT FEE 4,157 UNRELATED BUSINESS TAX 1,079 NEW HORIZONS PROPERTIES INC NEW HORIZONS PROPERTIES INC 4300 S W 13TH STREET 4300 SW 13TH STREET GAINESVILLE FL 32608 592318762 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES II INC NEW HORIZONS PROPERTIES II INC 4300 S W 13TH STREET 4300 SW 13TH STREET GAINESVILLE FL 32608 592408827 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES III INC NEW HORIZONS PROPERTIES III INC 4300 S W 13TH STREET 4300 SW 13TH STREET GAINESVILLE FL 32608 592528673 HOUSING FL 501C3 7 NA N/A false NEW HORIZONS PROPERTIES IV INC NEW HORIZONS PROPERTIES IV INC 4300 S W 13TH STREET 4300 S W 13TH STREET GAINESVILLE FL 32608 593366439 HOUSING FL 501C3 7 NA N/A false false false false true false false false false false false false true false false false false false false false NEW HORIZONS PROPERTIES INC L NEW HORIZONS PROPERTIES II INC L 56658 FAIR MARKET VALUE NEW HORIZONS PROPERTIES III INC L NEW HORIZONS PROPERTIES IV INC L