2014-07-24T14:29:33-05:00 2013-12-31 010723685 DERMODY BURKE & BROWN CPAS LLC 443 N FRANKLIN ST STE 100 SYRACUSE NY 132041441 990 2013-01-01 161363413 ONONDAGA CASE MANAGEMENT SERVICES INC ONON 3154727363 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 NANCY LEVETT PRESIDENT 3154727363 2014-07-15 1 CAROLYN S STURICK P01278448 3154719171 2013 2015-11-30 17:44:51Z X NANCY LEVETT 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 8247674 0 X WWW.OCMSINC.ORG X 1990 NY SEE SCHEDULE O.ONONDAGA CASE MANAGEMENT SERVICES, INC. (OCMS) IS A PERSON AND FAMILY CENTERED AGENCY THAT PROVIDES RECOVERY ORIENTED, COMMUNITY BASED, CARE COORDINATION SERVICES TO INDIVIDUALS DIAGNOSED WITH SEVERE AND PERSISTENT MENTAL ILLNESS AND TO CHILDREN WHO ARE IDENTIFIED AS NEEDING SUPPORT RELATED TO EMOTIONAL DISTURBANCE. THE AGENCY'S OVER ARCHING MISSION IS TO ASSIST INDIVIDUALS AND THEIR FAMILIES TO DEVELOP THE RESOURCES AND SUPPORTS TO LIVE SATISFYING AND NATURALLY INTERDEPENDENT LIVES.SERVICES HAVE TRADITIONALLY BEEN AVAILABLE ONLY TO ADULTS AND CHILDREN WITHIN ONONDAGA COUNTY; HOWEVER, IN 2012 OCMS WAS CHOSEN BY THE NEW YORK STATE DEPARTMENT OF HEALTH TO BE A REGIONAL HEALTH HOME CARE COORDINATION LEAD AGENCY IN THE CENTRAL NEW YORK REGION FOR ADULTS. THIS WILL PROGRESSIVELY EXPAND THE AGENCY'S INFLUENCE ON SERVICES OVER SEVEN COUNTIES MOVING FORWARD INTO 2014. 8 8 166 0 0 0 3089677 2845267 3548900 5317311 2076 396 703354 84700 7344007 8247674 0 0 0 0 5637185 5687541 0 0 0 1724323 1911070 7361508 7598611 -17501 649063 1635144 3067119 1397264 2180176 237880 886943 X ONONDAGA CASE MANAGEMENT SERVICES, INC. ASSISTS PEOPLE WITH DIFFICULT LIFE CHALLENGES TO DEVELOP PERSONALLY MEANINGFUL LIVES. 0 0 4959181 3581642 CASE MANAGEMENT: HEALTH HOME CARE MANAGEMENT AND CHILDREN AND YOUTH ICM/SCM SEE SCHEDULE O FOR FURTHER DETAILS.OCMS WAS SELECTED BY THE NYS DEPARTMENT OF HEALTH TO BE A REGIONAL HEALTH HOME IN 2012 AND BEGAN RAMP UP FOR HEALTH HOME CARE MANAGEMENT SERVICES STARTING IN MAY 2013. OCMS CARE MANAGEMENT SERVICES DELIVER HEALTH HOME CARE MANAGEMENT SERVICES IN CONJUNCTION WITH STRATEGIC PARTNERS IN ONONDAGA COUNTY. OCMS, AS A REGIONAL HEALTH HOME, DELIVERS ADMINISTRATIVE OVERSIGHT TO A NETWORK OF HEALTH HOME CARE MANAGEMENT PROVIDERS OVER SEVEN NEW YORK STATE COUNTIES. THE YEAR 2013 HAS BEEN MARKED BY OCMS' TRANSITION INTO BOTH ROLES.A HEALTH HOME IS A CARE MANAGEMENT SERVICE MODEL WHEREBY ALL OF AN INDIVIDUAL'S CAREGIVERS COMMUNICATE WITH ONE ANOTHER SO THAT ALL OF A PERSON'S MENTAL HEALTH, PHYSICAL HEALTH, AND RECOVERY FROM ADDICTION NEEDS ARE ADDRESSED IN A COMPREHENSIVE AND COORDINATED MANNER. THIS IS DONE PRIMARILY THROUGH A "CARE MANAGER" WHO OVERSEES AND PROVIDES ACCESS TO ALL OF THE SERVICES AN INDIVIDUAL NEEDS TO ASSURE THAT THEY RECEIVE EVERYTHING NECESSARY TO STAY HEALTHY, OUT OF THE EMERGENCY ROOM AND OUT OF THE HOSPITAL. HEALTH RECORDS ARE SHARED (EITHER ELECTRONICALLY OR PAPER) AMONG PROVIDERS SO THAT SERVICES ARE NOT DUPLICATED OR NEGLECTED. THE HEALTH HOME SERVICES ARE PROVIDED THROUGH A NETWORK OF ORGANIZATIONS- PROVIDERS, HEALTH PLANS AND COMMUNITY-BASED ORGANIZATIONS. WHEN ALL THE SERVICES ARE CONSIDERED COLLECTIVELY THEY BECOME A VIRTUAL "HEALTH HOME".INDIVIDUALS SERVED BY HEALTH HOMES INCLUDE THOSE WITH SERIOUS AND PERSISTENT MENTAL ILLNESS, AIDS/HIV AND/OR INDIVIDUALS WITH MULTIPLE CHRONIC HEALTH AND/OR SUBSTANCE USE RELATED CONDITIONS. CARE MANAGEMENT SERVICES INCLUDE: DEVELOPMENT OF A SHARED PLAN OF CARE CONSULT AND COORDINATE A CARE TEAM FOCUS ON REFERRING AND LINKING CLIENTS TO SUPPORTS AND SERVICES FOCUS ON TRANSITIONAL CARE, ATTENDING TO RATES OF READMISSIONS SUPPORTING CLIENTS BASED ON NEED, NOT ON A PRE-PRESCRIBED FREQUENCY OF SERVICEIN 2013 THE ADULT SERVICES HEALTH HOME CARE MANAGEMENT PROGRAM RECEIVED A TOTAL OF 2,242 NAMES ON LIST FROM THE STATE TO REACH OUT AND PROVIDE HEALTH HOME SERVICES TOO. THE AGENCY RECEIVED AN ADDITIONAL 451 REFERRALS FROM THE LOCAL COMMUNITY. THE HEALTH HOME MODEL IS HEAVILY RELIANT ON PROACTIVE OUTREACH TO INDIVIDUALS WITH THE INTENT ON CONNECTING THEM TO HEALTH HOME CARE MANAGEMENT THAT CONNECTS THEM TO THE SERVICES THAT THEY NEED. SINCE MAY 2013 HEALTH HOME CARE MANAGEMENT PROVIDED OUTREACH INCREASINGLY THROUGH THE YEAR AS FOLLOWS:NUMBER OF INDIVIDUALS IN OUTREACH THROUGH 2013: MAY: 88 -JUNE: 185 -JULY: 203 -AUG: 239 SEPT: 372 -OCT: 441 -NOV: 358 -DEC. 342AS A RESULT OF THE TRANSITION TO HEALTH HOMES THE OCMS ADULT CARE MANAGEMENT PROGRAMS SAW A CONSIDERABLE INCREASE IN THE NUMBER OF CLIENTS THE PROGRAM SERVES. DURING THE MONTHS OF JAN-APRIL 2013 THE PROGRAM SAW AND AVERAGE MONTHLY CENSUS OF 498 INDIVIDUALS. THAT NUMBER WENT TO 628 IN MAY (TRANSITION MONTH) TO A PEAK CENSUS OF 1188. THE OVERALL AVERAGE MONTHLY CENSUS FROM MAY TO DEC WAS 941 INDIVIDUALS. 1029852 1087323 ASSERTIVE COMMUNITY TREATMENTSEE SCHEDULE O FOR FURTHER DETAILS.THE ASSERTIVE COMMUNITY TREATMENT TEAM (ACT) AT OCMS IS A MULTI-DISCIPLINARY TEAM THAT INCLUDES PSYCHIATRY, NURSING, SOCIAL WORK, VOCATIONAL, SUBSTANCE REHABILITATION, AND A PEER SPECIALISTS THAT SERVES INDIVIDUALS IN THE COMMUNITY WHO ARE DIAGNOSED WITH AND IMPAIRED BY A MENTAL HEALTH CONDITION (MOST OFTEN A VERY SEVERE FORM OF SCHIZOPHRENIA). THE ACT SERVICE MODEL THAT IS USED BY OCMS IS AN EVIDENCED BASED PRACTICE DESIGNED SPECIFICALLY TO ASSIST INDIVIDUALS WHO ARE NOT WELL ENGAGED BY TRADITIONAL SERVICES. NINETY PERCENT OF ACT SERVICES ARE PROVIDED IN THE COMMUNITY, AT PERSON'S HOMES, SHELTERS, MEDICAL AND OTHER APPOINTMENTS, AND AT THE HOMES OF FAMILIES AND FRIENDS. ACT IS OFTEN REFERRED TO AS A "MENTAL HEALTH CLINIC ON WHEELS." EVEN THE ACT PSYCHIATRIST MAKES REGULAR HOUSE CALLS TO THE RECIPIENTS OF ACT SERVICES AT OCMSPRIOR TO ACT SERVICES, 79% OF ACT RECIPIENTS ARE FREQUENTLY HOSPITALIZED FOR PSYCHIATRIC REASONS, 56% ARE HIGH UTILIZERS OF EMERGENCY ROOM AND OTHER EMERGENCY SERVICES, MANY ARE HOMELESS OR FREQUENTLY HOMELESS, MANY HAVE DEVELOPED HEALTH CONDITIONS RELATED TO NOT GETTING ADEQUATE PHYSICAL HEALTHCARE, AND 73% HAVE A CO-OCCURRING SUBSTANCE USE DISORDER. ACT RECIPIENTS HAVE TYPICALLY BEEN ISOLATED IN THE COMMUNITY PRIOR TO ADMISSION TO ACT. AS MANY AS 30% OF NEW ACT ADMISSIONS IN 2013 HAVE HAD FORENSIC INVOLVEMENT AND ROUGHLY 12% OR MORE WERE WORKING WITH ACT UNDER AN ASSISTED OUTPATIENT TREATMENT (AOT) ORDERS.IN 2013, THE ACT TEAM CLOCKED SOME 3,993 DIRECT SERVICE HOURS DURING 6,934 FACE TO FACE VISITS DURING MOSTLY COMMUNITY BASED VISITS. DURING THOSE VISITS, ACT RECIPIENTS RECEIVED PSYCHIATRY, PSYCHIATRIC NURSING, MEDICATION ADMINISTRATION, VOCATIONAL AND EDUCATIONAL SUPPORT, CASE MANAGEMENT, AND SUPPORT IN ADDRESSING CO-OCCURRING MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES. THE TEAM EDUCATED INDIVIDUALS IN HEALTH, DIET, AND SELF-CARE WHILE PROMOTING COMMUNITY INTEGRATION THROUGH TRANSPORTATION AND SUPPORT AT COMMUNITY ACTIVITIES. THE ACT TEAM ALSO SPENT 1,522 INDIRECT SERVICE HOURS COORDINATING ADDITIONAL SERVICES AND CONFERENCING WITH PROVIDERS, FAMILIES, AND OTHER SUPPORTS. GENERALLY, ACT SERVICES IN 2013 REDUCED THE NEED FOR HOSPITALIZATION BY ACT RECIPIENTS BY AS MUCH AS 79 % AND EMERGENCY ROOM VISITS BY AS MUCH AS 56%. ACT ALSO REDUCED FREQUENT HOMELESSNESS BY AS MUCH AS 83% AND FOR THOSE THAT WERE DISCHARGED FROM ACT, 60% HAD POSITIVE DISCHARGES BASED ON HAVING MET TREATMENT OBJECTIVES. TWO INDIVIDUALS WERE COMPETITIVELY EMPLOYED WHEN DISCHARGING FROM THE SERVICE. 761942 733046 OCMS BEHAVIORAL HEALTH CLINICSEE SCHEDULE O FOR FURTHER DETAILS.TOWARD THE END OF 2013 THE OCMS BEHAVIORAL HEALTH CLINIC (MENTAL HEALTH OUTPATIENT TREATMENT) CONSOLIDATED ITS MISSION BY DECIDING TO SERVE ONLY ADULTS WITH A SPECIAL FOCUS ON WORKING WITH TRANSITION AGE YOUTH (17 1/2 -24). AS OF THE LAST QUARTER OF THE 2013 THE CLINIC HAS BEEN STAFFED WITH ONE PART TIME PSYCHIATRIST, TWO PART TIME NURSES, AND SEVEN LICENSED CLINICAL STAFF MEMBERS THAT PROVIDE ONE-ON-ONE AND GROUP THERAPIES WITH A VARIETY OF EXPERTISE.IN 2013, COUNTING CHILDREN AND ADULT SERVICES, THE CLINIC SERVED A TOTAL OF 378 INDIVIDUALS OVER 8,287 BILLABLE PATIENT ENCOUNTERS. THE CLINIC PROVIDED A TOTAL OF 6,124 ONE-ON-ONE AND/OR WITH FAMILY PSYCHOTHERAPY BASED VISITS, 872 GROUP THERAPY VISITS, AND 987 PSYCHIATRIC VISITS WHERE PSYCHIATRIC ASSESSMENT AND MEDICATION PRESCRIPTION SERVICES WERE COMPLETED. CLINICIANS ALSO PROVIDED OVER 100 CRISES INTERVENTION SERVICES THAT MET CRITERIA FOR A BILLABLE SERVICE AND THE PART TIME NURSING STAFF PROVIDED A TOTAL OF 203 HEALTH BASED SERVICES (WELLNESS COUNSELING AND HEALTH MONITORING) ESPECIALLY FOR CLIENTS WITH SIGNIFICANT HEALTH CONCERNS THAT ARE CONCURRENT WITH THEIR MENTAL HEALTH CONCERNS.ON CUSTOMER SURVEYS CONDUCTED AT THE END OF 2013, 81% CLINIC RECIPIENTS SAID THAT THEY WERE VERY LIKELY TO DESCRIBE THE CLINIC ENVIRONMENT AS FRIENDLY AND WELCOMING TO A FRIEND. 94% SAID THAT THE TREATMENT THEY WERE RECEIVING MATCHED THEIR NEEDS AND DESIRES, VERY WELL, AND 68% RATED THE CLINIC AS VERY HELPFUL IN ACHIEVING PERSONAL GOALS. 6750975 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 166 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X ROBERT PATTERSON FINANCE DIRECTOR 3154727363 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 NANCY LEVETT PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER LEVATINO TREASURER 1.00 X X 0 0 0 DAVID PEPPEL FORMER BOARD MEMBER 1.00 X 0 0 0 KERRY LANGAN BOARD MEMBER 1.00 X 0 0 0 ROCHELLE CASSELLA BOARD MEMBER 1.00 X 0 0 0 CYNTHIA BARNABY BOARD MEMBER 1.00 X 0 0 0 TRACEY VAN DYKE SECRETARY 1.00 X X 0 0 0 JIM SEFICK BOARD MEMBER 1.00 X 0 0 0 RICHARD KILBURG BOARD MEMBER 1.00 X 0 0 0 SCOTT EBNER EXECUTIVE DIRECTOR 40.00 X 85546 0 6491 BOB PATTERSON CHEIF FINANCIAL OFFICER 24.00 X 39860 0 156 125406 0 6647 0 0 0 0 JOHN KRELL 211 HERALD PLACE SYRACUSE NY 13202 RENT 296430 PAULA ZEBROWKSI 620 ERIE BOULEVARD WEST SUITE 302 SYRACUSE NY 13204 PSYCHIATRIC SERVICES 152944 2 2842107 3160 2845267 MEDICAID CASE MANAGEME 624100 4530382 4530382 CLINIC FEES 624100 687440 687440 PROGRAM SERVICE FEES 624100 70715 70715 MEDICARE MEDICATION 624100 28774 28774 5317311 396 396 MISC. INCOME 900099 84700 84700 84700 8247674 5402011 0 396 132053 132053 4329950 4016942 313008 88278 77160 11118 703028 630587 72441 434232 390993 43239 8273 3081 5192 38605 18882 19723 135978 128939 7039 7117 6692 425 108638 88307 20331 216793 61829 154964 357052 309024 48028 131506 130426 1080 38114 34185 3929 2514 2514 276434 271384 5050 37053 29551 7502 SPECIFIC ASSISTANCE TO 501822 501822 BAD DEBT EXPENSE 51171 51171 7598611 6750975 847636 0 169524 348248 1246 751496 68912 674156 1134438 158235 189031 1708483 1064577 440851 643906 122220 0 1635144 3067119 536860 1204594 468927 128533 50000 194169 341477 652880 1397264 2180176 X 237880 886943 237880 886943 1635144 3067119 649063 0 X 0 1 X 1 0 X 4671468 3577363 3623657 3089677 2845267 17807432 3006490 2955055 2981519 3548900 5317311 17809275 7677958 6532418 6605176 6638577 8162578 35616707 0 0 0 35616707 2108 1565 999 2076 396 7144 2108 1565 999 2076 396 7144 38769 17097 8249 703354 84700 852169 7718835 6551080 6614424 7344007 8247674 36476020 0.97640 0.97620 0.00020 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 606874 522777 84097 1101609 541800 559809 643906 DUE TO FUNDING SOURCES 652880 652880 X 8247674 0 8247674 0 8247674 7598611 0 7598611 0 7598611 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, AND UNDER SIMILAR REQUIREMENTS OF NEW YORK STATE LAW, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE TAXES. MANAGEMENT IS UNAWARE OF ANY UNRELATED BUSINESS ACTIVITIES THAT MAY BE SUBJECT TO UNRELATED BUSINESS INCOME TAX OR ANY ACTIVITIES THAT WOULD JEOPARDIZE THE CORPORATION'S EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE BOARD IN DRAFT FORM DURING THE ANNUAL AUDIT REVIEW. THE SUPPLEMENTAL NARRATIVE IS FINALIZED AND PRESENTED TO THE BOARD FOR FINAL APPROVAL DURING A SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND ANSWER A QUESTIONNAIRE TO DETERMINE IF ANY CONFLICTS EXIST. THE BOARD CHAIR WILL REVIEW THIS DOCUMENTATION AND DETERMINE IF ANY CONFLICT EXISTS. IN THE EVENT THAT A CONFLICT DOES EXIST, THE BOARD CHAIR WOULD THEN POINT THIS OUT AND / OR THE INDIVIDUAL WOULD NOT PARTICIPATE IN THE VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS SIMILIAR NOT FOR PROFIT ORGANIZATION USING GUIDESTAR.ORG WHEN DETERMINING APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG OR UPON REQUEST IN THE ACCOUNTING DEPARTMENT. CURRENTLY, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE.