2013-06-28T09:55:55-05:00 2012-12-31 010723685 DERMODY BURKE & BROWN CPAS LLC 443 N FRANKLIN ST STE 100 SYRACUSE NY 132041441 990 2012-01-01 161363413 ONONDAGA CASE MANAGEMENT SERVICES INC ONON 3154727363 220 HERALD PLACE 3RD FLOOR SYRACUSE NY 13202 NANCY THOMPSON 3154727363 2013-06-26 1 CAROLYN S STURICK P01278448 3154719171 2012 2016-02-24 21:20:13Z NANCY THOMPSON 220 HERALD PLACE 3RD FLOOR SYRACUSE NY 13202 7344007 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 2013. 8 8 166 0 0 0 3623657 3089677 2981519 3548900 999 2076 8249 703354 6614424 7344007 0 0 0 0 5288131 5637185 0 0 0 1779119 1724323 7067250 7361508 -452826 -17501 2136819 1635144 1881438 1397264 255381 237880 X ONONDAGA CASE MANAGEMENT SERVICES, INC. ASSISTS PEOPLE WITH DIFFICULT LIFE CHALLENGES TO DEVELOP PERSONALLY MEANINGFUL LIVES. 0 0 4571456 2051085 CASE MANAGEMENT: ADULT ICM/SCM/BLENDED AND C&Y ICM/SCM SEE SCHEDULE O FOR FURTHER DETAILS.DURING 2012, OCMS CARE COORDINATORS SERVED A TOTAL OF 978 INDIVIDUALS AND THEIR FAMILIES DURING 21,888 FACE-TO-FACE VISITS THAT TOOK PLACE MOSTLY IN THE COMMUNITY. THE ADULT CARE COORDINATORS AT OCMS SERVED A TOTAL OF 844 INDIVIDUALS DURING 17,801 FACE-TO-FACE VISITS AND THE CHILD AND FAMILY CASE MANAGERS SERVED 134 INDIVIDUALS AND THEIR FAMILIES DURING 3,387 COMMUNITY BASED FACE-TO-FACE VISITS.ON 12/31/12 THERE WERE 501 INDIVIDUALS THAT WERE STILL ACTIVELY ENGAGED IN THE ADULT SERVICE CARE COORDINATION PROGRAM. THE BULK OF THOSE INDIVIDUALS WERE BETWEEN THE AGES OF 22 AND 39 (34%) AND BETWEEN THE AGES 40-65 (57%). INDIVIDUALS SERVED BY THE OCMS ADULT SERVICES HAVE GENERALLY REPORTED HIGH PERCENTAGE INCREASES IN POSITIVE CONTACT WITH THEIR FAMILIES, POSITIVE CONTACT WITH OTHERS, LINKAGES TO WELLNESS CARE (PHYSICAL AND MENTAL HEALTH AS WELL AS SUBSTANCE USE DISORDER TREATMENT) AND THE ADULT SERVICE EXCELLED IN HOUSING INDIVIDUALS THAT ENTERED THE SERVICE AS HOMELESS. ONE HUNDRED PERCENT OF THE FAMILIES THAT STARTED THE PROGRAM AS HOMELESS WERE HOUSED IN 2012. ADDITIONALLY, CARE COORDINATORS HAVE AFFECTED MODEST INCREASES IN LEISURE ACTIVITIES, EDUCATION PROGRAMS, AND CONNECTIONS TO VOCATIONAL PROGRAMS.THE CHILD AND FAMILY CARE COORDINATION SERVICES HAD 80 YOUTHS ENROLLED ON 12/31/12. OF THAT 80, 46% WERE UP TO AGE 11 AND 48% WERE AGES 12-17 WHILE APPROXIMATELY 6% TURNED 18 WHILE ENROLLED IN SERVICES. OUT OF THAT SAME 80, 96% REPORTED POSITIVE CONTACT WITH FAMILY, 93% REPORTED POSITIVE CONTACT WITH OTHERS, AND 89% REPORTED THAT THEIR CARE COORDINATORS HELPED THEM TO INCREASE LEISURE ACTIVITIES. ADDITIONALLY, 50% WERE CONNECTED TO EDUCATIONAL PROGRAMS BY THEIR CARE COORDINATOR WHILE 13% WERE CONNECTED TO FORMAL VOCATIONAL TRAINING. 1027246 1013261 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 A SEVERE AND PERSISTENT MENTAL ILLNESS. THE ACT MODEL THAT IS USED BY OCMS IS AN EVIDENCED BASED PRACTICE DESIGNED TO ASSIST INDIVIDUALS WHO ARE NOT WELL ENGAGED BY TRADITIONAL SERVICES. ACT RECIPIENTS HAVE BEEN FREQUENTLY HOSPITALIZED, ARE OFTEN HOMELESS, AROUND 75% HAVE A CO-OCCURRING SUBSTANCE USE DISORDERS, AND THEY ARE TYPICALLY ISOLATED IN THE COMMUNITY PRIOR TO ADMISSION TO ACT. MANY HAVE FORENSIC INVOLVEMENT AND 10% OR MORE COME TO ACT UNDER ASSISTED OUTPATIENT TREATMENT (AOT) ORDERS.SEVENTY TO 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 OCMS. GENERALLY, ACT SERVICES THROUGH 2012 HAVE TENDED TO REDUCE HOSPITAL STAYS BY AS MUCH AS 73% AND EMERGENCY ROOM VISITS BY AS MUCH AS 62%. ACT ALSO REDUCES HOMELESSNESS BY AS MUCH AS 55% AND FOR THOSE THAT GET DISCHARGED FROM ACT, 55% OR MORE TYPICALLY HAVE MET TREATMENT OBJECTIVES AND/OR FOUND ALTERNATIVE, LESS INTENSIVE SERVICES.IN 2012, THE ACT TEAM CLOCKED SOME 5,545 DIRECT SERVICE HOURS DURING 6,231 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 1,866 INDIRECT SERVICE HOURS COORDINATING ADDITIONAL SERVICES AND CONFERENCING WITH PROVIDERS, FAMILIES, AND OTHER SUPPORTS. 989050 484554 OCMS BEHAVIORAL HEALTH CLINICSEE SCHEDULE O FOR FURTHER DETAILS.THE OCMS BEHAVIORAL HEALTH CLINIC (MENTAL HEALTH OUTPATIENT TREATMENT) PRIDES ITSELF ON BEING A SMALL, QUAINT, OUTPATIENT MENTAL HEALTH FACILITY WHERE AS SEVERAL CLIENTS HAVE SAID, 'YOU CAN FEEL THE DIFFERENCE HERE, PEOPLE REALLY CARE ABOUT YOU.' THE CLINIC HAS A MODEST SIZED STAFF OF TRAINED CLINICIANS AND ONE PART TIME PSYCHIATRIST IN EACH OF THE TWO-CHILD AND ADULT-PROGRAMS.IN 2012 THE CLINIC REACHED A PEAK CENSUS OF 335 AND HAD 8,600 PATIENT ENCOUNTERS WITH 401 DIFFERENT INDIVIDUALS, WHETHER FORMALLY ADMITTED TO CLINIC OR NOT. THE CLINIC STRIVES TO MAKE SERVICES FLEXIBLE AND RESPONSIVE TO THE NEEDS OF THE INDIVIDUAL. ENCOUNTERS OCCURRED IN INDIVIDUAL AND GROUP MODALITIES AND SOME WERE PROVIDED OFFSITE AT RECIPIENT HOMES. THE CLINIC GENERALLY PROVIDED PRE-ADMISSION AND ADMISSION ASSESSMENTS, INDIVIDUAL THERAPY, FAMILY THERAPY, SEEKING SAFETY, CBT, DBT, WELLNESS SELF MANAGEMENT, PSYCHIATRIC EVALUATION, AND MEDICATION TREATMENT. THE CLINIC ALSO OFFERS OUTREACH, CRISES SUPPORT, AND EXTRA SUPPORT IS OFFERED OVER THE PHONE OR IN THE COMMUNITY TO HELP CONNECT TO SERVICES OR TO HELP RE-CONNECT TO SERVICES AFTER A LAPSE IN PARTICIPATION. OTHER SERVICES PROVIDED ARE PEER SUPPORT AND HEALTH MONITORING. 6587752 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 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 220 HERALD PLACE 3RD FLOOR SYRACUSE NY 13202 NANCY THOMPSON 1.00 X X 0 0 0 CHRISTOPHER LEVATINO 1.00 X X 0 0 0 SPENCE PLAVOCOS 1.00 X 0 0 0 DR RON SALETSKY 1.00 X 0 0 0 DAVID PEPPEL 1.00 X 0 0 0 KERRY LANGAN 1.00 X 0 0 0 TRACEY VAN DYKE 1.00 X 0 0 0 CYNTHIA BARNABY 1.00 X 0 0 0 MITCHELL PATTERSON 1.00 X X 0 0 0 JIM SEFICK 1.00 X 0 0 0 LINDA FENNELL 1.00 X X 0 0 0 DEBORAH DONAHUE 40.00 X 13767 93099 413 SCOTT EBNER 40.00 X 68283 0 5476 GARY REIN 40.00 X 34532 0 9953 116582 93099 15842 0 0 0 1 JOHN KRELL 211 HERALD PLACE SYRACUSE NY 13202 RENT 296430 1 3089458 219 3089677 MEDICAID CASE MANAGEME 624100 2943147 2943147 CLINIC FEES 624100 484554 484554 PROGRAM SERVICE FEES 624100 101121 101121 MEDICARE MEDICATION 624100 20078 20078 3548900 171 171 1905 0 1905 1905 1905 EXCESS MEDICAID FORGIV 900099 701304 701304 MISC. INCOME 900099 2050 2050 703354 7344007 4254159 0 171 132424 132424 4326199 3970322 355877 59295 52103 7192 707253 642376 64877 412014 365730 46284 835 835 47637 22006 25631 242370 206100 36270 8039 7551 488 126154 105276 20878 63706 45126 18580 380688 337032 43656 152833 150545 2288 52905 49521 3384 6962 6962 185579 183408 2171 29288 23329 5959 SPECIFIC ASSISTANCE TO 398829 398829 BAD DEBT EXPENSE 28498 28498 7361508 6587752 773756 0 110487 169524 202573 1246 41818 68912 620879 674156 156783 158235 1228996 788145 615368 440851 388911 122220 2136819 1635144 553488 536860 181079 468927 260000 50000 886871 341477 1881438 1397264 X 255381 237880 255381 237880 2136819 1635144 -17501 0 X 0 1 X 1 0 X 4740476 4671468 3577363 3623657 3089677 19702641 2905256 3006490 2955055 2981519 3548900 15397220 7645732 7677958 6532418 6605176 6638577 35099861 0 0 0 35099861 8118 2108 1565 999 2076 14866 8118 2108 1565 999 2076 14866 72525 38769 17097 8249 703354 839994 7726375 7718835 6551080 6614424 7344007 35954721 0.97620 0.99480 0.00040 0.00070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 528964 299032 229932 700032 489113 210919 440851 DUE FROM ONONDAGA DEPT OF MENTAL HEALTH 6589 DUE FROM ONONDAGA DEPT OF SOCIAL SERVICES 115631 122220 DUE TO ONONDAGA COUNTY DEPARTMENT OF MENTAL HEALTH 295004 THIRD PARTY LIABILITY 46473 341477 7344007 0 7344007 0 7344007 7361508 0 7361508 0 7361508 X X 0 0 0 0 0 0 0 0 0 DEBORAH DONAHUE 13767 93099 0 0 0 0 0 0 413 0 14180 93099 27948 0 SUPPLEMENTAL INFORMATION PART III THE EXECUTIVE DIRECTOR ALSO RECEIVES A MONETARY SALARY THAT IS PAID DIRECTLY BY NEW YORK STATE, AN UNREALATED ORGANIZATION. HER WAGES FOR 2012 FROM THE STATE WERE $93,099 (93,099 IN 2011). IT IS UNKNOWN HOW MUCH BENEFITS WERE PAID BY NEW YORK STATE FOR THE EXECUTIVE DIRECTOR. 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.