2013-02-08T12:33:23-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 6810 INTERNATIONAL CENTER BLVD FORT MYERS FL 33912 990 2011-07-01 591287693 LEE MENTAL HEALTH CENTER INC LEEM 2392753222 2789 ORTIZ AVENUE SE FORT MYERS FL 33905 DAVID E WINTERS 2392753222 2013-02-04 1 MARTIN REDOVAN CPA P01281045 2392269900 2013-02-04 2011 2016-02-25 16:41:14Z DAVID E WINTERS 2789 ORTIZ AVENUE SE FORT MYERS FL 33905 19435058 0 X WWW.LEEMENTALHEALTH.ORG X 1969 FL SEE SCHEDULE O 15 15 385 15 0 0 12473206 12315584 6376592 6746194 1792 825 1127749 372455 19979339 19435058 0 0 0 0 12208729 12572800 0 0 27816 7010917 6743326 19219646 19316126 759693 118932 12295173 12491283 6362811 6604671 5932362 5886612 X LEE MENTAL HEALTH PROVIDES MENTAL HEALTH ADVOCACY AND QUALITY SERVICES FOR OUR COMMUNITY. 0 0 14064016 14201331 ADULT MENTAL HEALTH SERVICES: ACCESS CENTER PROVIDES ONE-STOP MENTAL HEALTH ASSESSMENTS AND REFERRALS FOR FIRST-TIME, NON-EMERGENCY CLIENTS. OUTPATIENT PSYCHIATRIC SERVICES (PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT) BY BOARD CERTIFIED/ELIGIBLE PSYCHIATRISTS. OUTPATIENT THERAPY SERVICES PROVIDE BOTH INDIVIDUAL AND GROUP THERAPY CONDUCTED BY LICENSED MENTAL HEALTH COUNSELORS. COMMUNITY-BASED PROGRAMS (CASE MANAGEMENT FOR ADULTS, IN-HOME THERAPEUTIC SERVICES AND FUNCTIONAL FAMILY THERAPY). CRISIS STABILIZATION UNIT PROVIDES SECURE, INPATIENT PSYCHIATRIC STABILIZATION FOR ADULTS REQUIRING THE HIGHEST LEVEL OF CARE AND ARE AT A RISK OF HARMING THEMSELVES OR OTHERS, 30-BED UNIT. EMERGENCY SERVICES INCLUDE 24-HOUR ASSESSMENT OF ADULTS FOR EMERGENCY PSYCHIATRIC SYMPTOMS. BAKER ACT RECEIVING FACILITY FOR INVOLUNTARY ASSESSMENT. 2756638 3215659 CHILDREN'S MENTAL HEALTH SERVICES - ACCESS CENTER PROVIDES ONE-STOP MENTAL HEALTH ASSESSMENTS AND REFERRALS FOR FIRST-TIME, NON-EMERGENCY CLIENTS. OUTPATIENT PSYCHIATRIC SERVICES (PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT) BY BOARD CERTIFIED/ELIGIBLE PSYCHIATRISTS. OUTPATIENT THERAPY SERVICES PROVIDE BOTH INDIVIDUAL AND GROUP THERAPY CONDUCTED BY LICENSED MENTAL HEALTH COUNSELORS. COMMUNITY-BASED PROGRAMS (CASE MANAGEMENT FOR CHILDREN, IN-HOME THERAPEUTIC SERVICES AND FUNCTIONAL FAMILY THERAPY). CRISIS STABILIZATION UNIT PROVIDES SECURE, INPATIENT PSYCHIATRIC STABILIZATION FOR CHILDREN AGES 4-17 REQUIRING THE HIGHEST LEVEL OF CARE AND ARE AT A RISK OF HARMING THEMSELVES OR OTHERS, 12-BED UNIT. EMERGENCY SERVICES INCLUDE 24-HOUR ASSESSMENT OF CHILDREN FOR EMERGENCY PSYCHIATRIC SYMPTOMS. BAKER ACT RECEIVING FACILITY FOR INVOLUNTARY ASSESSMENT. JUVENILE MARCHMAN ACT RECEIVING FACILITY. 877185 956630 SUBSTANCE ABUSE SERVICES - THE D.A.T.E. PROGRAM (DRUG ABUSE TREATMENT & EDUCATION) IS A 28-DAY RESIDENTIAL TREATMENT PROGRAM FOR SUBSTANCE ABUSE. OUTPATIENT SUBSTANCE ABUSE COUNSELING IS ALSO AVAILABLE FOR INDIVIDUALS REQUIRING WEEKLY ONE-TO-ONE COUNSELING FOR SUBSTANCE ABUSE AND/OR CO-OCCURRING DISORDERS. 17697839 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 21 0 1 385 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X RONNE APICELLA 2392753222 2789 ORTIZ AVE FORT MYERS FL 33905 MARSHALL BOWER ESQ 0.50 X X 0 0 0 ED KLEINOW 0.40 X X 0 0 0 SHAWN SELIGER ESQ 0.50 X X 0 0 0 JAMES REILLY 0.40 X X 0 0 0 SUE ACKERT 0.20 X 0 0 0 MICHAEL REITMANN 0.20 X 0 0 0 DOUGLAS E BAKER 0.10 X 0 0 0 THEODOR BONSTEDT MD MS 0.10 X 0 0 0 JUDITH HARTNER MDMPHMPA 0.10 X 0 0 0 MADELYN ISAACS PHD 0.10 X 0 0 0 MATTHEW R LECLAIR 0.10 X 0 0 0 KAY MACDOUGALL 0.10 X 0 0 0 DAVID WINTERS 40.00 X 127388 0 28762 SUSAN NOBLE 40.00 X 81234 0 12721 DONALD J BARACSKAY 40.00 X 198610 0 21504 GREGORY YOUNG 40.00 X 204421 0 4764 ELENA SARMIENTO 40.00 X 180700 0 28679 CHARMETRA WASHINGTON 40.00 X 165310 0 24256 HALEH TABRAH 32.00 X 165918 0 12700 KENNETH TISHLER 40.00 X 186915 0 20538 1310496 0 153924 10 0 1 0 LOCUMTENENSCOM PO BOX 532869 ATLANTA GA 30353 TEMPORARY PHYSICIANS 931803 PSYCHIATRISTS ONLY 2970 CLAIRMONT RD SUITE 650 ATLANTA GA 30329 TEMPORARY PHYSICIANS 207453 WALTER R KELLAMS DO 20210 BURNSIDE PLACE 1904 ESTERO FL 33928 PHYSICIAN 102026 3 287220 12028364 870498 12315584 NET CLIENT FEE REVENUE 621400 6661464 6661464 RESIDENTIAL RENT 531110 84730 84730 6746194 825 825 OTHER REVENUE - RELATE 621400 327619 327619 CAFETERIA INCOME 445200 35424 35424 GAIN ON ACQUISITION OF 900099 9412 9412 372455 19435058 7073813 0 45661 441483 226884 214599 10001873 9340928 656497 4448 152896 136992 15839 65 1243314 1075973 165552 1789 733234 674674 58248 312 9308 5670 3638 46910 46910 1263 1263 373774 320264 45564 7946 206084 179540 24223 2321 438455 412315 23094 3046 117887 106199 11688 16632 11102 5530 248656 248656 696983 696983 376069 375188 881 LOCUM TENENS 1582030 1582030 MEDICINE & PHARMACY 1201638 1199010 2628 BAD DEBTS 500500 500500 SERVICE CONTRACTORS 478444 422076 55676 692 448693 431511 11248 5934 19316126 17697839 1590471 27816 101579 56690 489013 513479 538635 830952 1034609 1304620 48530 45126 150115 120937 15731936 6463240 9536746 9268696 63346 47514 51389 48486 281211 254783 12295173 12491283 954874 1225925 2350 2350 5227500 5050500 178087 325896 6362811 6604671 X 5909380 5873366 22982 13246 5932362 5886612 12295173 12491283 X 118932 -164682 X X 0 1 1 X 1 1 X 12481363 12981938 12840077 12473206 12315584 63092168 12481363 12981938 12840077 12473206 12315584 63092168 63092168 19924 9413 6560 1792 825 38514 76408 101903 189394 1127749 372455 1867909 64998591 28211464 0.97070 0.97370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 5000 1 3750 0 1 12500 1 2500 1 1250 25000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: A LOBBYIST WHO IS A STRONG ADVOCATE FOR MENTAL HEALTH SERVICES WAS HIRED TO ASSIST WITH POTENTIAL FURTHER EROSION OF STATE FUNDING FOR MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES. 930593 930593 11827511 4680424 7147087 2973832 1782816 1191016 9268696 DERIVATIVE FINANCIAL INSTRUMENT 325896 325896 19435058 19316126 118932 -164682 -164682 -45750 19270376 -164682 -164682 19435058 0 19435058 19316126 0 19316126 0 19316126 X X X X 0 0 0 0 0 0 0 0 0 DAVID WINTERS 104998 0 0 0 22390 0 2752 0 26010 0 156150 0 0 0 DONALD J BARACSKAY 198428 0 0 0 182 0 4039 0 17465 0 220114 0 0 0 GREGORY YOUNG 204421 0 0 0 0 0 4089 0 675 0 209185 0 0 0 ELENA SARMIENTO 158065 0 0 0 22635 0 3718 0 24961 0 209379 0 0 0 CHARMETRA WASHINGTON 165165 0 0 0 145 0 3441 0 20815 0 189566 0 0 0 HALEH TABRAH 149305 0 0 0 16613 0 3411 0 9289 0 178618 0 0 0 KENNETH TISHLER 185706 0 0 0 1209 0 1371 0 19167 0 207453 0 0 0 X 1 130 DONOR ESTIMATE X 105 DONOR ESTIMATE X 1 807284 VENDOR/STATE FORMULARY X PARKING STICKERS 1 60 VENDOR PRICE X SIGNAGE 1 698 VENDOR PRICE 0 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): CONTRIBUTORS ORGANIZATION MISSION STATEMENT FORM 990, PART I, LINE 1 LEE MENTAL HEALTH CENTER'S MISSION IS TO PROVIDE MENTAL HEALTH ADVOCACY AND QUALITY SERVICES FOR OUR COMMUNITY, REGARDLESS OF THE ABILITY TO PAY FOR SERVICES. FOR MORE THAN 43 YEARS, LEE MENTAL HEALTH HAS SERVED THE MENTAL HEALTH AND SUBSTANCE ABUSE NEEDS OF SOUTHWEST FLORIDA AND HAS PROMOTED MENTAL HEALTH WELLNESS AND SUBSTANCE ABUSE RECOVERY. THE PRIVATE, NOT-FOR-PROFIT CENTER IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS AND PROVIDES ADULT AND CHILDREN'S BEHAVIORAL HEALTH SERVICES, CRISIS SERVICES AND SUBSTANCE ABUSE RECOVERY SERVICES IN SEVERAL LOCATIONS IN LEE COUNTY, IN ADDITION TO OUTREACH AND TRANSITION SERVICES. THIS PAST YEAR, THE CENTER SERVED NEARLY 12,000 INDIVIDUALS. ADDITIONALLY, LEE MENTAL HEALTH IS AN ACTIVE PARTICIPANT IN COMMUNITY OUTREACH AND EDUCATION THROUGH ITS FORMALIZED SPEAKERS BUREAU OFFERING FREE EXPERT SPEAKERS ON A VARIETY OF MENTAL HEALTH AND SUBSTANCE ABUSE TOPICS. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, VICE CHAIR, TREASURER, SECRETARY, AND OTHER BOARD MEMBERS AS IT DEEMS APPROPRIATE. THE EXECUTIVE COMMITTEE MEETS BETWEEN BOARD MEETINGS AND CARRIES OUT THE DECISIONS OF THE BOARD AND PERFORMS ALL WORK OF THE BOARD. ACTIONS OF THE EXECUTIVE COMMITTEE ARE RATIFIED AT SUBSEQUENT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE RETURN IS PROVIDED TO THE BOARD FOR REVIEW. THE MEMBERS REVIEW THE RETURN DURING A BOARD MEETING. AT THIS MEETING, THE BOARD MEMBERS WILL HAVE THE OPPORTUNITY TO DISCUSS ITEMS, REQUEST CHANGES AND/OR APPROVE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C PER BOARD POLICY # PS-05, BOARD MEMBERS, COMMITTEE MEMBERS, EMPLOYEES AND VOLUNTEERS HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. A DISCLOSURE FORM IS COMPLETED ANNUALLY BY BOARD MEMBERS AND KEY EMPLOYEES. IN ADDITION, ALL POTENTIAL CONFLICTS OF INTEREST SHOULD BE DISCLOSED WHEN THEY ARISE. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, BOARD & COMMITTEE MEMBERS WILL ABSTAIN FROM DISCUSSION, EXCEPT TO PROVIDE FACTUAL INFORMATION AND THEN LEAVE THE MEETING ROOM. THE CONFLICTED PERSON WILL ABSTAIN FROM VOTING ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES DEPARTMENT REVIEWS POSITIONS AT LMH USING COMPARABLE DATA FROM SIMILAR ORGANIZATIONS WITHIN THE COMMUNITY AND IN NEIGHBORING COUNTIES, IN ADDITION TO USING PAYROLL DATA FROM ORGANIZATIONS THAT DISTRIBUTE SUCH DATA. THIS REVIEW IS COMPLETED ANNUALLY FOR ALL POSITIONS AND MORE FREQUENTLY ON SPECIFIC POSITIONS WHEN WARRANTED. THE CEO'S AND OTHER OFFICER'S COMPENSATION WAS REVIEWED IN 2011. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -164,682. FORM 990, PART XI, LINE 2C: THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. LMHC PROPERTIES INC 2789 ORTIZ AVE FORT MYERS FL 33905 650098734 HUD HOUSING FL 501(C)(3) LINE 9 LEE MENTAL HEALTH CENTER INC 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 LMHC PROPERTIES INC K