2012-12-21T12:19:32-06:00 2012-06-30 593204548 JAMES MOORE & CO PL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2011-07-01 590976866 SMA BEHAVIORAL HEALTH SERVICES INC SMAB 3862363200 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 W CHESTER BELL 3862363200 2012-12-13 1 JAMES A HALLERAN P00005496 3862574100 2012-12-13 2011 2016-02-24 21:20:13Z STEWART-MARCHMAN-ACT BEHAVIORAL HEALTHCARE W CHESTER BELL 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 44826312 0 X WWW.SMABEHAVIORAL.ORG X 1961 FL TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITY. 18 18 1075 400 0 0 25887262 27468478 15026838 16677616 133115 142389 19549 25483 41066764 44313966 0 0 0 0 21964702 23766966 0 0 0 18822412 20749819 40787114 44516785 279650 -202819 24464545 24883092 4634796 4616353 19829749 20266739 X TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. 1 0 9103436 3732379 RESIDENTIAL LEVEL II - SMA PROVIDES RESIDENTIAL, GENDER-SPECIFICPROGRAMS FOR VOLUNTARY OR INVOLUNTARY INDIVIDUALS WHOSE SUBSTANCE ABUSE/CO-OCCURRING DISORDERS CANNOT BE ADDRESSED IN A LESS RESTRICTIVE SETTING. RESIDENTIAL PROGRAMS RANGE FROM 6 TO 12 WEEKS IN DURATION DEPENDING ON THE INDIVIDUALIZED NEEDS OF THE CLIENT. PSYCHIATRIC EVALUATION AND THE MANAGEMENT OF PSYCHOTROPIC MEDICATIONS ARE PROVIDED IN ADDITION TO THERAPEUTIC INTERACTION. IN FY 11-12 THE ADULT RESIDENTIAL PROGRAM (ART) SERVED 92 CLIENTS IN VOLUSIA COUNTY AND, SINCE SERVICES BEGAN IN FEBRUARY 2012, 38 CLIENTS IN PUTNAM COUNTY.PROJECT WARM, A COMPREHENSIVE SUBSTANCE ABUSE RESIDENTIAL TREATMENT PROGRAM PROVIDING SERVICES FOR PREGNANT AND POSTPARTUM WOMEN AND THEIR CHILDREN AGE 5 AND UNDER, SERVED 68 WOMEN AND 90 CHILDREN DURING FY 11-12. A TOTAL OF 16 DRUG-FREE BABIES WERE BORN AT PROJECT WARM DURING THE SAME PERIOD.REALITY HOUSE IS A UNIQUE, 117-BED THERAPEUTIC COMMUNITY FOR OFFENDERS FROM THE DEPARTMENT OF CORRECTIONS AND IS THE ONLY PROGRAM OF ITS KIND IN FLORIDA. THE REALITY HOUSE THERAPEUTIC COMMUNITY PROGRAM OFFERS A POSITIVE ENVIRONMENT FOR LEARNING HOW TO BE ACCOUNTABLE FOR ONE'S CHOICES IN A CARING COMMUNITY WHERE MEMBERS CAN HELP THEMSELVES AND EACH OTHER MAKE POSITIVE CHANGES. CLIENTS SERVED IN THIS PROGRAM TOTALED 199 IN FY 11-12.THE SUPPORTIVE HOUSING PROGRAM PROVIDES A SAFE, SOBER, AND SUPPORTIVE LIVING ENVIRONMENT FOR PERSONS THAT ARE HOMELESS, AND SPECIFICALLY TARGETS THE CHRONICALLY ADDICTED, OFTEN DUALLY-DIAGNOSED AND RESIDING IN EMERGENCY SHELTERS, TRANSITIONAL HOUSING OR TREATMENT PROGRAMS. SMA CURRENTLY HOUSES 16 RESIDENTS AND 6 CHILDREN.THE RESIDENTIAL ADOLESCENT PROGRAM (RAP) SERVES SUBSTANCE DEPENDENT YOUTH UTILIZING INDIVIDUAL, GROUP AND FAMILY INTERVENTIONS. THE PROGRAM IS STAFFED BY LICENSED AND CERTIFIED CLINICAL AND NURSING STAFF, CASE MANAGERS AND YOUTH SPECIALISTS WITH PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT AVAILABLE. THE RAP PROGRAM SERVED 80 YOUTH AND THEIR FAMILIES DURING FY 11-12.TARGETED YOUTH SERVICES CONSISTS OF FOUR PROGRAMS: SERVICE MANAGEMENT, BEACH HOUSE, FIGHTING FAIR FOR FAMILIES AND SAFE PLACE THAT WORK IN CONJUNCTION WITH ONE ANOTHER TO REACH AS MANY YOUTH EXPERIENCING DIFFICULTIES AT SCHOOL AND AT HOME AS POSSIBLE. THE SERVICE MANAGEMENT AND FIGHTING FAIR FOR FAMILIES COMPONENTS WORK WITH YOUTH, THEIR FAMILIES AND THE SCHOOLS. SAFE PLACE AND BEACH HOUSE, WHICH IS A SHORT-TERM RESIDENTIAL PROGRAM, BRING YOUTH OFF THE STREETS AND PROVIDE SHELTER, MEALS, GROUP COUNSELING, EDUCATIONAL GROUPS, INDIVIDUAL AND FAMILY THERAPY. THE TARGET YOUTH SERVICES CONTINUUM PROVIDED SERVICES TO 479 YOUTH AND THEIR FAMILIES IN FY 11-12. 9544350 4535381 PHARMACY - SMA'S PHARMACY FILLED 61,890 PRESCRIPTIONS DURING FY 11-12 - OVER 7,000 MORE THAN THE PREVIOUS YEAR. PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS OUTPATIENT CLIENTS. 2968731 3282469 SHELTERED WORKSHOP - SMA'S SHELTERED WORKSHOP INCLUDES THE FOLLOWING SEGMENTS OF SERVICE: THE ENRICHMENT AND STEP-UP PROGRAMS PROVIDE PSYCHOSOCIAL REHABILITATION SERVICES TO ADULTS WITH DISABILITIES THROUGH ITS PRE-VOCATIONAL TRAINING GROUPS THAT PROVIDE LIGHT MANUFACTURING, ASSEMBLING, AND PACKAGING OF PRODUCTS TO LOCAL AREA BUSINESSES IN ADDITION TO THEIR OWN LINE OF PRODUCTS THAT ARE AVAILABLE FOR SALE INCLUDING CRAB TRAPS, SAFETY GLASSES AND GOGGLES, EAR PLUGS, OFFICE WALL CLOCKS, DUST MOPS AND JUMPER CABLES. ENRICHMENT INDUSTRIES IS A SERVICE CONTRACT PROGRAM CONSISTING OF JANITORIAL AND LAWN CARE SERVICE CONTRACTS THAT ARE NEGOTIATED WITH THE PUBLIC AND PRIVATE SECTOR. DURING FY 11-12 THESE ENRICHMENT PROGRAMS EMPLOYED 362 INDIVIDUALS. 17096085 5127387 THE ORGANIZATIONS OTHER PROGRAM SERVICES INCLUDE: ASSESSMENT, CRISIS SUPPORT, CRISIS STABILIZATION, INTERVENTION, OUTPATIENT, FACT TEAM, CCS TEAMS, RESIDENTIAL LEVEL 4, RESIDENTIAL DETOX, PREVENTION, INPATIENT, MEDICAL OUTPATIENT, SUPPORTED EMPLOYMENT, AND OVERLAY. 17096085 5127387 38712602 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 45 0 1 1075 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X IVAN A COSIMI 3862363200 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 PAUL B CROW 1.00 X 0 0 0 ROBERT G FEATHER 1.00 X 0 0 0 JACK C FISHER 1.00 X 0 0 0 S JAMES FOXMAN 1.00 X X 0 0 0 ANDREW GURTIS 1.00 X X 0 0 0 WILLIAM HATHAWAY 1.00 X 0 0 0 LAWRENCE KELLY 1.00 X 0 0 0 JANET MILLER 1.00 X X 0 0 0 CONNIE RITCHEY 1.00 X X 0 0 0 JAMES ROSE 1.00 X X 0 0 0 EDMOND SANDERS 1.00 X 0 0 0 TED SERBOUSEK 1.00 X X 0 0 0 ROSARIA UPCHURCH 1.00 X X 0 0 0 DAVID BECK 1.00 X 0 0 0 CHARLES FLAVIO 1.00 X 0 0 0 CYNTHIA J HAWKINS 1.00 X 0 0 0 THOMAS O'KEEFE 1.00 X 0 0 0 HOWARD STANGE 1.00 X 0 0 0 WILLIAM C BELL 40.00 X 163962 0 16610 IVAN COSIMI 40.00 X 130227 0 12919 ANTONIO CANAAN 40.00 X 204324 0 16428 GUY R CZAYKOWSKY 40.00 X 189148 0 10672 JEREMY MIRABILE 40.00 X 266669 0 9227 THEORDORE MATEJKA 40.00 X 122278 0 7472 ROBERT ETHRIDGE 40.00 X 103633 0 6320 CAROLYN STEWART 40.00 X 102704 0 6239 1282945 0 85887 11 0 1 0 CHENEY BROTHERS INC 2801 W SILVER SPRING BLVD OCALA FL 34475 FOOD SERVICES DISTRIBUTOR 422474 OWENS COMMERCIAL CLEANING 400 VENTURE DR SUITE A SOUTH DAYTONA FL 32119 JANITORIAL SERVICES 422360 BURNS SUPPLY 342 2ND STREET HOLLY HILL FL 32117 JANITORIAL SUPPLIES 249111 US FOOD SERVICE PO BOX 198421 ATLANTA GA 30384 FOOD SERVICES DISTRIBUTOR 226329 VOYAGER FLEET SYSTEMS PO BOX 790049 HOUSTON TX 77279 GAS 141513 8 35300 22430438 5002740 4990234 27468478 CLIENT FEES & INSURANC 623990 5127229 5127229 CONTRACTS 623990 4559671 4559671 PHARMACY 623990 3450211 3450211 MEDICARE & MEDICAID 623990 2990033 2990033 550472 550472 16677616 112629 112629 515936 486176 29760 29760 29760 51653 26170 25483 25483 44313966 16677616 0 167872 586728 243578 343150 19001774 16016043 2985731 379895 305950 73945 2274691 1838805 435886 1523878 1281361 242517 50568 50568 106412 6227 100185 44855 44855 589435 455330 134105 105511 90840 14671 1353581 907401 446180 192082 126775 65307 2500032 2283485 216547 340492 273925 66567 116538 81217 35321 963071 723414 239657 610151 500469 109682 MEDICAL & PHARMACY 4904175 4903520 655 DONATED ITEMS 4785191 4785155 36 CLIENT PROGRAMS & SERVI 2031576 2029412 2164 FOOD SERVICES 1025149 1017964 7185 1031000 841731 189269 44516785 38712602 5804183 0 3684339 2371617 2377523 3357012 957216 986280 698729 636952 1024902 1425575 402089 338144 21708411 13610662 8271558 8097749 6768112 7574704 280077 95059 24464545 24883092 2555057 2767252 54233 42618 1976944 1750487 48562 55996 4634796 4616353 X 14465688 14190010 5364061 6076729 19829749 20266739 24464545 24883092 X -202819 639809 X X 0 1 1 X 1 1 X 14895294 22676508 25047117 25887262 27468478 115974659 14895294 22676508 25047117 25887262 27468478 115974659 115974659 71874 88452 78431 99547 112629 450933 68662 68662 116494254 69054919 0.99550 0.99560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 44855 44855 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LEGISLATIVE REPRESENTATIVE - A LAW FIRM HAS BEEN HIRED TO PROTECT THE INTERESTS OF THE BEHAVIORAL HEALTH INDUSTRY WITH THE FLORIDA LEGISLATURE. 1031554 1031554 15053445 9781169 5272276 213321 188492 24829 3985995 2310798 1675197 1424096 1330203 93893 8097749 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 5982573 F CERTIFICATES OF DEPOSIT 68680 F MUTUAL FUNDS - FIXED INCOME 725942 F MUTUAL FUNDS- EQUITY 797509 F 7574704 DEFERRED COMPENSATION PLAN 55996 55996 44313966 44516785 -202819 -72859 712668 639809 436990 44575552 -72859 308275 26170 261586 44313966 0 44313966 44851230 308275 26170 334445 44516785 0 44516785 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH THE ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ORGANIZATION. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 712,668. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 26,170. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 26,170. RECOVERY MONTH 14319 14319 13965 RACE PARKING 27770 27770 10048 1 9563 9563 2157 51652 51652 26170 26170 25482 X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM C BELL 163962 0 0 0 0 0 10215 0 6395 0 180572 0 0 0 ANTONIO CANAAN 204324 0 0 0 0 0 11475 0 4953 0 220752 0 0 0 GUY R CZAYKOWSKY 189148 0 0 0 0 0 5719 0 4953 0 199820 0 0 0 JEREMY MIRABILE 266669 0 0 0 0 0 4274 0 4953 0 275896 0 0 0 X 13 4978730 FMV 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE ORGANIZATION IS COUNTING THE NUMBER OF CONTRIBUTORS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 EXPANDED BEHAVIORAL HEALTHCARE SERVICES TO PUTNAM AND ST. JOHNS COUNTIES FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE BOARD'S AUDIT COMMITTEE AND THE RESULTS OF THE REVIEW ARE REPORTED TO THE FULL BOARD. EACH BOARD MEMBER RECEIVES A COPY OF FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION EMPLOYS A CORPORATE COMPLIANCE OFFICER. COMPLIANCE WITH ALL OF OUR POLICIES ARE MONITORED THROUGH THAT POSITION AND A COMMITTEE THAT WAS FORMED TO ENSURE WE ARE IN COMPLIANCE WITH OUR VARIOUS POLICIES. FORM 990, PART VI, SECTION B, LINE 15 REVIEW OF THE CEO'S SALARY IS PERFORMED BY THE BOARD OF DIRECTORS AFTER CONSIDERING THE SCOPE OF THE AGENCY AS COMPARED TO OTHER NON-PROFITS IN THE AREA. IN DETERMINING THE COMPENSATION OF THE CEO A COMPENSATION COMMITTEE IS FORMED. THE COMMITTEE UTILIZES COMPENSATION STUDIES AND SURVEYS AS WELL AS FORM 990 OF OTHER SIMILAR ORGANIZATIONS. THE CEO COMPENSATION HAS TO BE APPROVED BY THE BOARD. A PROCESS SIMILAR TO THAT OF THE CEO IS FOLLOWED FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 AS AN ENTITY FUNDED SUBSTANTIALLY WITH PUBLIC DOLLARS, SMA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE READILY AVAILABLE TO ANY MEMBER OF THE PUBLIC, UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -72,859. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 712,668. TOTAL TO FORM 990, PART XI, LINE 5: 639,809. FORM 990, PART X11, LINE 2C THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR. STEWART-MARCHMAN FOUNDATION 214 LOOMIS AVENUE DAYTONA BEACH FL 32114 593496645 FUND-RAISING FL 501 C(3) 11-TYPE III-FUNCTION N/A 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0