2012-09-04T09:45:28-05:00 2011-12-31 010723685 DERMODY BURKE & BROWN CPAS LLC 443 N FRANKLIN ST STE 100 SYRACUSE NY 132041441 990 2011-01-01 161363413 ONONDAGA CASE MANAGEMENT SERVICES INC ONON 3154727363 220 HERALD PLACE 3RD FLOOR SYRACUSE NY 13202 LINDA FENNELL 3154727363 2012-08-17 1 CAROLYN S STURICK P01278448 3154719171 2011 2016-02-24 21:20:13Z LINDA FENNELL 220 HERALD PLACE 3RD FLOOR SYRACUSE NY 13202 6614424 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 ARE AVAILABLE TO ADULTS AND CHILDREN RESIDING IN ONONDAGA COUNTY.SEE SCHEDULE O. 10 10 153 0 0 0 3577363 3623657 2955055 2981519 1565 999 17097 8249 6551080 6614424 0 0 0 0 5073295 5288131 0 0 0 1465162 1779119 6538457 7067250 12623 -452826 2318137 2136819 1609930 1881438 708207 255381 X ONONDAGA CASE MANAGEMENT SERVICES, INC. ASSISTS PEOPLE WITH DIFFICULT LIFE CHALLENGES TO DEVELOP PERSONALLY MEANINGFUL LIVES. 1 0 4980552 1968170 CASE MANAGEMENT: ADULT ICM/SCM/BLENDED AND C&Y ICM/SCM SEE SCHEDULE O FOR FURTHER DETAILS.DURING 2011, OCMS CARE COORDINATORS SERVED A TOTAL OF 1,111 INDIVIDUALS AND THEIR FAMILIES DURING 19, 857 FACE-TO-FACE VISITS THAT TOOK PLACE MOSTLY IN THE COMMUNITY. THE ADULT CARE COORDINATORS AT OCMS SERVED A TOTAL OF 868 INDIVIDUALS DURING 16,925 FACE-TO-FACE VISITS AND THE CHILD AND FAMILY CASE MANAGERS SERVED 143 INDIVIDUALS AND THEIR FAMILIES DURING 2,932 COMMUNITY BASED FACE-TO-FACE VISITS.ON 12/31/11 THERE WERE 517 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 (30%) AND BETWEEN THE AGES 40-65 (59%). OF THAT SAME 517, 70% REPORTED POSITIVE CONTACT WITH THEIR FAMILIES, 83% REPORTED POSITIVE CONTACT WITH OTHERS, 36% INCREASED LEISURE ACTIVITIES, 29% HAD ENTERED EDUCATIONAL PROGRAMS, 25% HAD ENTERED VOCATIONAL PROGRAMS, 19% WERE WORKING EITHER AS VOLUNTEERS OR COMPETITIVELY EMPLOYED, 19% HAD BEEN LINKED TO HEALTH CARE, AND 100% OF THE 95 INDIVIDUALS THAT STARTED THE PROGRAM AS HOMELESS WERE HOUSED. THE CHILD AND FAMILY CARE COORDINATION SERVICES HAD 87 YOUTHS ENROLLED ON 12/31/11. OF THAT 87, 37% WERE UP TO AGE 11 AND 61% WERE AGES 12-17 WHILE APPROXIMATELY 2% TURNED 18 WHILE ENROLLED IN SERVICES. OUT OF THAT SAME 87, 44% REPORTED POSITIVE CONTACT WITH FAMILY, 40% REPORTED POSITIVE CONTACT WITH OTHERS, 35% INCREASED LEISURE ACTIVITIES, AND 15% WERE EITHER COMPETITIVELY EMPLOYED OR PARTICIPATING IN VOLUNTEER WORK BY THE END OF 2011. 952345 954665 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 70% HAVE A CO-OCCURRING SUBSTANCE USE DISORDER, AND THEY ARE TYPICALLY ISOLATED IN THE COMMUNITY PRIOR TO ADMISSION TO ACT. 70-80% 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. BECAUSE OF THIS, 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 TEND TO REDUCE HOSPITAL STAYS BY AS MUCH AS 65%, EMERGENCY ROOM VISITS BY AS MUCH AS 70% AND HOMELESSNESS BY AS MUCH AS 55%.IN 2011, THE ACT TEAM CLOCKED SOME 4,635 DIRECT SERVICE HOURS DURING 6,064 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 1,474 INDIRECT SERVICE HOURS COORDINATING ADDITIONAL SERVICES AND CONFERENCING WITH PROVIDERS, FAMILIES, AND OTHER SUPPORTS. 330837 66933 OCMS BEHAVIORAL HEALTH CLINICSEE SCHEDULE O FOR FURTHER DETAILS.IN THE END OF SEPTEMBER 2011, OCMS OPENED THE OCMS BEHAVIORAL HEALTH CLINIC (MENTAL HEALTH OUTPATIENT TREATMENT) WITH THE INTENT OF SERVING INDIVIDUALS AND FAMILIES THAT STRUGGLE TO STAY CONNECTED TO MENTAL HEALTH SERVICES DELIVERED IN THE CUSTOMARY AND TRADITIONAL MODEL. THE CLINIC IS STAFFED WITH 3.5 CHILD AND FAMILY CLINICIANS, 4.5 ADULT SERVICE CLINICIANS, A PART TIME CHILD PSYCHIATRIST, A PART TIME ADULT PSYCHIATRIST, AND ONE PART TIME PEER SPECIALIST. THE CLINIC WAS NOT AT FULL CAPACITY BY THE END OF 2011. WHEN IT DOES REACH FULL CAPACITY---EARLY IN 2012--- THE CLINIC WILL BE SERVING APPROXIMATELY 320 INDIVIDUALS AND THEIR FAMILIES AT ANY GIVEN TIME. THE CLINIC STRIVES TO WELCOME PERSONS WITH COMPLEX BEHAVIORAL HEALTH CONDITIONS TO JOIN THE TREATMENT TEAM IN A COLLABORATIVE PROCESS OF DISCOVERY TO CREATE THE LIFE OF THE PERSON'S CHOOSING. THE CLINIC'S EMPHASIS IS ON ENGAGEMENT OF INDIVIDUALS; ESPECIALLY WITH THOSE WHO HAVE HISTORICALLY STRUGGLED TO STAY CONNECTED TO MENTAL HEALTH SERVICE; IN MEANINGFUL AND HOPEFUL CHANGE PROCESSES THAT CONVEY PROFOUND RESPECT FOR THE DIGNITY OF THE INDIVIDUAL. THOSE SERVED BY THE CLINIC ARE THOSE WHO ARE TRANSITIONING FROM HIGHER LEVELS OF CARE AND THAT EXPERIENCE ESCALATING SYMPTOMS RESULTING IN FREQUENT CRISIS, UNSTABLE HOUSING, ER VISITS, LEGAL INVOLVEMENT, HEALTH CRISIS, AND FAMILY CRISIS. THEY TEND TO HAVE A HISTORY IN THE MENTAL HEALTH SYSTEM, CO-OCCURRING DISORDERS, MULTIPLE SERVICE INVOLVEMENT, E.G., LEGAL SYSTEM, RESIDENTIAL PLACEMENT, CARE COORDINATION, CHILD WELFARE, ETC., AND A HIGH LEVEL OF DISTRESS AND DIFFICULTY ACCESSING SATISFACTORY SERVICES (UNSATISFIED WITH CURRENT PROVIDER, DISCHARGED FROM OTHER PROVIDER, PERSISTENCE AROUND ACCESSING WITHOUT SUCCESS), AND A PERCEIVED DESIRE AND ABILITY TO CONNECT WITH SOMEONE FOR VERBAL THERAPY (NOT MEDICATION ONLY).SERVICES ARE FLEXIBLE AND RESPONSIVE TO THE NEEDS OF THE INDIVIDUAL AND ARE PROVIDED IN INDIVIDUAL AND GROUP MODALITIES AND SOMETIMES OFFSITE. THEY INCLUDE OUTREACH, ASSESSMENT, INDIVIDUAL THERAPY, FAMILY THERAPY, SEEKING SAFETY, CBT, DBT, WELLNESS SELF MANAGEMENT, PSYCHIATRIC EVALUATION AND MEDICATION TREATMENT, OUTREACH- EXTRA SUPPORT 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, PEER SUPPORT, COORDINATION OF CARE (INCLUDING WITH PRIMARY HEALTH PROVIDERS), COMMUNICATING WITH OTHER PROVIDERS TO DEVELOP INTEGRATED PLANS OF CARE, HEALTH MONITORING, AND 24/7 CRISIS INTERVENTION AND COACHING TELEPHONE SERVICES. 6263734 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 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 0 1 50 0 1 153 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X GARY REIN FINANCE DIRECTOR 3154727363 220 HERALD PLACE 3RD FLOOR SYRACUSE NY 13202 LINDA FENNELL 1.00 X X 0 0 0 ROBERT ELFENBEIN 1.00 X X 0 0 0 SPENCE PLAVACOS 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 CHRISTOPHER LEVATINO 1.00 X 0 0 0 MITCHELL PATTERSON 1.00 X 0 0 0 JIM SEFFICK 1.00 X 0 0 0 DEBORAH DONAHUE 40.00 X 27948 93099 838 SCOTT EBNER 40.00 X 60032 0 5866 GARY REIN 40.00 X 54364 0 5860 142344 93099 12564 0 0 0 1 JOHN KRELL 211 HEARLD PLACE SYRACUSE NY 13202 RENT 290793 1 3574847 48810 3623657 MEDICAID CASE MANAGEME 624100 2818109 2818109 CLINIC FEES 624100 66933 66933 PROGRAM SERVICE FEES 624100 48734 48734 MEDICARE MEDICATION 624100 47743 47743 2981519 999 999 MISC. INCOME 900099 8249 8249 8249 6614424 2989768 0 999 154908 154908 3990328 3631686 358642 109186 97487 11699 639819 570388 69431 393890 346548 47342 10236 4267 5969 41692 17595 24097 78785 76009 2776 9934 9533 401 158778 139286 19492 63362 44790 18572 384623 332234 52389 174308 170717 3591 121922 97670 24252 2157 2157 82268 80870 1398 23603 17203 6400 SPECIFIC ASSISTANCE TO 627451 627451 7067250 6263734 803516 0 427278 110487 569477 202573 59833 41818 256412 620879 140256 156783 1248125 632757 530880 615368 334001 388911 2318137 2136819 590655 553488 226307 181079 260000 792968 886871 1609930 1881438 X 708207 255381 708207 255381 2318137 2136819 -452826 0 X X 0 1 1 X 0 X 4052660 4740476 4671468 3577363 3623657 20665624 2845063 2905256 3006490 2955055 2981519 14693383 6897723 7645732 7677958 6532418 6605176 35359007 0 0 0 35359007 13755 8118 2108 1565 999 26545 13755 8118 2108 1565 999 26545 20586 72525 38769 17097 8249 157226 6932064 7726375 7718835 6551080 6614424 35542778 0.99480 0.99330 0.00070 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 528964 169672 359292 719161 463085 256076 615368 DUE FROM ONONDAGA DEPT OF MENTAL HEALTH 231644 DUE FROM ONONDAGA DEPT OF SOCIAL SERVICES 157267 388911 DUE TO ONONDAGA COUNTY DEPARTMENT OF MENTAL HEALTH 67336 THIRD PARTY LIABILITY 819535 886871 6614424 7067250 -452826 -452826 6614424 0 6614424 0 6614424 7067250 0 7067250 0 7067250 X X 0 0 0 0 0 0 0 0 0 DEBORAH DONAHUE 27948 93099 0 0 0 0 0 0 838 0 28786 93099 30562 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 2011 FROM THE STATE WERE $93,099 ($93,019 IN 2010). IT IS UNKNOWN HOW MUCH BENEFITS WERE PAID BY NEW YORK STATE FOR THE EXECUTIVE DIRECTOR. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 SEE ONONDAGA CASE MANAGEMENT BEHAVIORAL HEALTH CLINIC PROGRAM DESCRIPTION FOR INFORMATION. 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. FORM 990, PART XII LINE 2C: NO CHANGE FROM PRIOR YEAR. FINANCE COMMITTEE MEETS WITH AUDITS TO REVIEW FINANCIAL STATEMENTS AND 990. FINANCE COMMITTEE THEN BRINGS APPROVED FINANCIAL STATEMENTS AND 990 TO BOARD TO APPROVE.