2011-01-06T13:27:18-06:00 2010-06-30 PURVIS GRAY & COMPANY 222 NORTH EAST FIRST STREET GAINESVILLE FL 32601 990 2009-07-01 591906214 MERIDIAN BEHAVIORAL HEALTHCARE INC MERI 3523745600 PO BOX 141750 GAINESVILLE FL 32614 JIM WINTERS 3523745600 2011-01-06 true ROBERT O DALE CPA 3523782461 2011-01-06 2009 2016-02-24 21:20:13Z DR MARGARITA M LABARTA PO BOX 141750 GAINESVILLE FL 32614 33195635 false X WWW.MBHCI.ORG X 1978 FL THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE RECOVERY AND OFFER SOLUTIONS TO THOSE FACING MENTAL ILLNESSES, ADDICTION AND OTHER SOCIAL CHALLENGES. 13 13 758 26 0 17385115 16494615 14368953 16240158 66184 65737 59930 51855 31880182 32852365 0 0 21075695 20250587 28984 0 0 10697343 11664799 31802022 31915386 78160 936979 15646983 16983254 7955731 8344716 7691252 8638538 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE RECOVERY AND OFFER SOLUTIONS TO THOSE FACING MENTAL ILLNESSES, ADDICTION AND OTHER SOCIAL CHALLENGES. false false 26776497 16240158 PROVIDING SERVICES AND CARE TO ADULTS AND CHILDREN WITH MENTAL ILLNESSES OR SUBSTANCE ABUSE DISORDERS. THE ORGANIZATION'S EXEMPT SERVICES CONSIST OF THE FOLLOWING PROGRAMS WITH THE CORRESPONDING NUMBER OF CLIENTS SERVED IN EACH PROGRAM(STATEMENT CONTINUES TO SCHEDULE O): CASE MANAGEMENT 1528 CLIENTS SERVED CRISIS STABILIZATION 2356 CLIENTS SERVED CRISIS SUPPORT/EMERGENCY 2818 CLIENTS SERVED DAY CARE 28 CLIENTS SERVED DAY TREATMENT 218 CLIENTS SERVED INTERVENTION 1637 CLIENTS SERVED IN-HOME/ON-SITE 410 CLIENTS SERVED OUTPATIENT 32413 CLIENTS SERVED OUTPATIENT MEDICAL 14558 CLIENTS SERVED OTP OUTPAITENT/MEDICAL 873 CLIENTS SERVED REHAB SERVICES 1424 CLIENTS SERVED RESIDENTIAL DETOX 634 CLIENTS SERVED RESIDENTIAL LEVEL II 506 CLIENTS SERVED RESIDENTIAL LEVEL IV 88 CLIENTS SERVED RESPITE SERVICES 32 CLIENTS SERVED SUPPORTED EMPLOYMENT 111 CLIENTS SERVED 26776497 true true false true false false false true true true true false false false false false false false true false false false false true true false false false false false false false false false false true false false false false true true false false true 27 0 758 true false false false false false true true false false false 13 13 false false true false false false false true true true true true true true true true true true true true false X JENNIFER STULL 3523745600 PO BOX 141750 GAINESVILLE FL 32614 MARY JANE WEAVER 1.12 X X 0 0 0 SINOMA BROWN 1.00 X X 0 0 0 ROSLYN SLATER 1.00 X X 0 0 0 DWAYNE YATES 1.00 X 0 0 0 BARBARA NAYLOR 1.00 X 0 0 0 SHARON LONGWORTH 1.00 X 0 0 0 LILLIAN CASON 2.31 X 0 0 0 SHARON GAY 1.00 X 0 0 0 HERMAN JOHNSON 1.00 X 0 0 0 IRMA PHILLIPS-MAXWELL 1.00 X 0 0 0 PAM WARD 0.20 X 0 0 0 JOHN KULDUA 1.00 X 0 0 0 NANCY BELL 1.00 X 0 0 0 LARRY TURNER 1.00 X 0 0 0 LINDA WESEMAN 1.00 X 0 0 0 GORDON SMITH 1.00 X 0 0 0 MARJORIE CARMICHAEL 1.00 X 0 0 0 LAWRENCE ADU 40.00 X 268603 0 25686 MARGARITA M LABARTA 40.00 X 183994 0 19218 JIM WINTERS 40.00 X 99109 0 12625 JACKIE KNABEL 40.00 X 85251 0 11426 RICHARD ANDERSON 40.00 X 85075 0 11463 JENNIFER STULL 40.00 X 80887 0 11038 ANNA STRAYER 40.00 X 79115 0 10886 KAREN RICE 40.00 X 76858 0 10749 ROSA WEST 40.00 X 73678 0 10510 BARBARA GRAEBER 40.00 X 72308 0 10425 DAVID MURPHY 40.00 X 71909 0 5913 CARRIE GLEBE 40.00 X 69067 0 10149 WANDA BERGMAN 40.00 X 63408 0 5681 THOMAS ROSSOW 40.00 X 60459 0 9417 KIM GOLDEN 40.00 X 29283 0 3030 SHERRY HOUSTON 40.00 X 0 0 0 USAMA SABZWARI 40.00 X 281115 0 24344 SARAH FRAZIER 24.00 X 151185 0 11339 1831304 203899 4 false true false LOCUMTENENS PO BOX 405547 ATLANTA GA 303845547 TEMP DR SERVICE 461166 1 49739 14798761 1646115 1581420 16494615 MEDICAID PREPAID MENTAL HLTH 624100 8774278 8774278 MEDICAID FEES 624100 5832300 5832300 CLIENT FEES 624100 1007796 1007796 INSURANCE FEES 624100 347272 347272 MEDICARE FEES 624100 175886 175886 102626 102626 16240158 56625 56625 4038 4038 4038 4038 311462 294020 8330 17442 -8330 9112 9112 34395 49739 40920 -6525 -6525 FACILITIES/MAINT-NHP I 561499 11353 11353 FACILITIES/MAINT-NHP II 561499 11353 11353 FACILITIES/MAINT-NHP III 561499 11353 11353 20283 20283 54342 32852365 16240158 117592 1656401 1389556 266845 15487770 12992155 2495615 1138943 955447 183496 1606973 1348034 258939 360500 302411 58089 281024 281024 49358 49358 90000 70667 19333 3407 3407 2447482 1921744 525738 4400952 3710146 690806 554406 554406 423861 399037 24824 151636 92819 58817 108997 108997 896869 896869 668804 632091 36713 BAD DEBT EXPENSE 983192 983192 BUILDING MAINTENANCE 326078 326078 OTHER EXPENSES 189840 137473 52367 PROFESSIONAL DUES 88893 64372 24521 31915386 26776497 5138889 0 678006 744639 5405341 6869670 3459986 2249479 69438 46286 156375 147854 17837253 11865735 5402594 5971518 247241 490109 228002 463699 15646983 16983254 2390576 2480175 329383 56492 5155640 5465264 44073 50948 35538 42693 521 249144 7955731 8344716 X 7011588 8049159 307617 217332 372047 372047 7691252 8638538 15646983 16983254 X false true true X true true X 16772737 18138169 15930280 17457877 16494615 84793678 16772737 18138169 15930280 17457877 16494615 84793678 84793678 44633 110404 140171 71967 60663 427838 12047 2037 30193 85735 88737 218749 85440265 66783225 0.99240 0.99370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 90000 90000 31825386 31915386 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 61284 90000 90129 90000 331413 250000 250000 250000 250000 1000000 1500000 false false false false false false false false false false false false false false false false false false false false true 328008 17456 345464 361029 -33021 328008 1.00000 true false false 626535 626535 10500541 7649480 2851061 6285219 4187264 2097955 424958 28991 395967 5971518 INTEREST RATE SWAP 246230 CHOICE APTS LAUDRY MONEY 1462 EMPLOYEE FUNDS 1452 249144 32852365 31915386 936979 10307 10307 947286 32039487 122494 51227 173721 31865766 986599 986599 32852365 31092201 122494 40920 163414 30928787 986599 986599 31915386 ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PAGE 2, PART IV, LINE 2B MERIDIAN MANAGES FUNDS ONLY FOR THOSE CLIENTS WHO ARE IN A GROUP HOME FOR WHICH MERIDIAN IS PAYEE. INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTEREST FROM THESE FUNDS ARE USED TO PAY FOR A BED IN THE RESIDENTIAL TREATMENT PROGRAM FOR INDIVIDUALS WHO ARE UNABLE TO PAY. RECONCILATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 FUNDRAISING DIRECT EXPENSES 40,920 UNREALIZED GAIN 10,307 BAD DEBT EXPENSE -983,192 INVESTMENT MANAGEMENT FEE -3,407 DIRECT FUNDRAISING EXPENSES -40,920 BAD DEBT EXPENSE 983,192 INVESTMENT MANAGEMENT FEE 3,407 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING DIRECT EXPENSES 40,920 UNREALIZED GAIN 10,307 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B BAD DEBT EXPENSE 983,192 INVESTMENT MANAGEMENT FEE 3,407 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D DIRECT FUNDRAISING EXPENSES 40,920 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B BAD DEBT EXPENSE 983,192 INVESTMENT MANAGEMENT FEE 3,407 FL CIRQUE EXTRAVAG 84134 49739 34395 8762 3502 28000 656 84134 49739 34395 8762 3502 28000 656 40920 -6525 X X false false false false false false false false false LAWRENCE ADU 268583 20 20145 5541 294289 MARGARITA M LABARTA 159994 16000 8000 13799 5419 203212 USAMA SABZWARI 277653 3442 20 21084 3260 305459 SARAH FRAZIER 146014 4652 519 11339 162524 REGIONS BANK 2008A 630371391 2008-02-28 3600000 FACILITY; REFUND ISS false false REGIONS BANK 2008B 630371391 2008-02-28 2400000 FIXTURES, FURNITURE false false 3180978 57721 3400000 142279 true false true true 2284286 38481 2361519 false false true true false false false false false true false false false false false true false true true REGIONS BANK REGIONS BANK 5.0 false false false false true true REGIONS BANK REGIONS BANK 5.0 false false false X 24450 VALUE PER DONOR X 1 1800 VALUE PER DONOR X 1850 1184079 VALUE PER DONOR X TICKETS 5 370091 VALUE PER DONOR X DISPLAY 1 1000 VALUE PER DONOR false false false SUPPLEMENTAL INFORMATION SCHEDULE M, PAGE 2, PART II MERIDIAN IS REPORTING IN COLUMN (B) OF PART I THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A INTERVENTION 1637 CLIENTS SERVED IN-HOME/ON-SITE 410 CLIENTS SERVED OUTPATIENT 32413 CLIENTS SERVED OUTPATIENT MEDICAL 14558 CLIENTS SERVED OTP OUTPAITENT/MEDICAL 873 CLIENTS SERVED REHAB SERVICES 1424 CLIENTS SERVED RESIDENTIAL DETOX 634 CLIENTS SERVED RESIDENTIAL LEVEL II 506 CLIENTS SERVED RESIDENTIAL LEVEL IV 88 CLIENTS SERVED RESPITE SERVICES 32 CLIENTS SERVED SUPPORTED EMPLOYMENT 111 CLIENTS SERVED SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PAGE 6, PART VI, LINE 4 MERIDIAN BEHAVIORAL HEALTHCARE, INC. AMENDED ITS ARTICLES OF INCORPORATION DURING FISCAL YEAR 2010. SPECIFICALLY ARTICLES III, VI, XIII.3, XII.4 WERE REPLACED IN THEIR ENTIRETY. SPECIFIC CHANGES INCLUDED BUT WERE NOT LIMITED TO THE FOLLOWING: CHANGING THE TOTAL NUMBER OF BOARD OF DIRECTORS TO 17; NOT REQUIRING THERE TO BE A BOARD OFFICER POSITION OF TREASURER AT ALL TIMES; ALLOWING A QUORUM TO INCLUDE THOSE MEMBERS WHO ARE ATTENDING A MEETING THROUGH ELECTRONIC MEANS; OFFICIALLY CHANGING THE CORPORATE YEAR TO BEGIN ON JULY 1 AND END ON JUNE 30 OF THE FOLLOWING YEAR. IN ADDITION, MERIDIAN AMENDED ITS BYLAWS DURING FISCAL YEAR 2010. SPECIFIC CHANGES INCLUDED BUT WERE NOT LIMITED TO THE FOLLOWING: THE ELECTION OF THE NEW OFFICERS OF THE BOARD WILL TAKE PLACE IN NOVEMBER AND THE INSTALLATION OF THESE INDIVIDUALS WILL TAKE PLACE AT THE ANNUAL MEETING HELD IN DECEMBER; ADDITIONAL GUIDANCE WAS ISSUED AS TO WHEN REGULAR MEETINGS AND SPECIAL MEETINGS OF THE BOARD ARE TO TAKE PLACE; A QUORUM AND VOTING CAN NOW INCLUDE MEMBERS WHO ARE ATTENDING THE MEETING THROUGH ELECTRONIC MEANS; CLARIFICATION WAS ISSUED AS TO THE NUMBER OF COUNTY REPRESENTATIVES ON THE BOARD; THE QUALIFICATION THAT NO MORE THAN 50% OF THE MEMBERS OF THE BOARD OF DIRECTORS SHALL BE PROVIDERS OF HEALTH CARE WAS REMOVED. OFFICERS WHO CANNOT BE REACHED FORM 990, PAGE 6, PART VI, LINE 9 KAREN RICE 4418 NW 44 PLACE GAINESVILLE, FL 32606 ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11 A DETAIL REVIEW OF THE FINAL FORM 990 IS CONDUCTED BY THE VICE PRESIDENT-COMPTROLLER, CFO AND CEO. A FINAL COPY OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C MERIDIAN REQUIRES ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS. IF A CONFLICT ARISES, THAT PERSON SHALL GENERALLY BE RECUSED FROM PARTICIPATING IN AN ACTION INVOLVING THAT SUBJECT MATTER. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A MERIDIAN HAS A COMPENSATION POLICY USED TO DETERMINE THE SALARY OF THE CEO. THIS POLICY REQUIRES THE BOARD EXECUTIVE COMMITTEE TO REVIEW ANNUALLY THE CEO COMPENSATION AT THE TIME OF THE ANNUAL PERFORMANCE REVIEW. THE EXECUTIVE COMMITTEE USES COMPENSATION SURVEYS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE PERFORMANCE AND COMPENSATION OF THE CEO SHALL BE FORMALLY REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS AND THE DELIBERATIONS REFLECTED IN THE MEETING MINUTES. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF EMPLOYEES OTHER THAN THE CEO ARE DETERMINED BY THE CEO UTILIZING APPROPRIATE FACTORS SUCH AS EXPERIENCE, EDUCATION, LENGTH OF SERVICE, MARKET CONDITIONS AND JOB RESPONSIBILITIES. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 MERIDIAN MAKES AVAILABLE ON ITS WEBSITE THE ANNUAL REPORT. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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