2024-04-17T07:39:15-05:00 2023-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2022-07-01 590976866 SMA HEALTHCARE INC SMAH 3862363200 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 IVAN COSIMI CEO 3862363200 2024-04-16 1 IVAN COSIMI 999009999 1 JAMES A HALLERAN P00005496 3862574100 2024-04-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z IVAN COSIMI 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 82760840 0 X WWW.SMAHEALTHCARE.ORG X 1961 FL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES 21 21 1330 46 0 0 75729575 56343825 19840132 23891694 318273 1389503 0 56701 95887980 81681723 0 0 0 0 48654204 54578022 0 0 0 23586062 23996208 72240266 78574230 23647714 3107493 67921143 75321515 13487072 16361787 54434071 58959728 X TRANSFORMING LIVES THROUGH HOPE AND HEALING. 0 0 13833179 2260808 RESIDENTIAL - SMA PROVIDES RESIDENTIAL, GENDER-SPECIFIC PROGRAMS FOR VOLUNTARY OR INVOLUNTARY INDIVIDUALS WHOSE SUBSTANCE ABUSE/CO-OCCURRING DISORDERS CANNOT BE ADDRESSED IN A LESS RESTRICTIVE SETTING. RESIDENTIAL PROGRAMS RANGE FROM 4 WEEKS TO 6 MONTHS 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. PROJECT WARM, A COMPREHENSIVE SUBSTANCE ABUSE RESIDENTIAL TREATMENT PROGRAM PROVIDING SERVICES FOR PREGNANT AND POSTPARTUM WOMEN AND THEIR CHILDREN AGE 5 AND UNDER, SERVED 319 WOMEN DURING THE FISCAL YEAR. A TOTAL OF 7 DRUG-FREE BABIES WERE BORN AT PROJECT WARM DURING THE SAME PERIOD.THE REALITY HOUSE WORK RELEASE PROGRAMS ALLOW SELECTED DOC INMATES TO WORK AT PAID EMPLOYMENT IN THE COMMUNITY DURING THE LAST MONTHS OF THEIR CONFINEMENT. CLIENTS SERVED IN THIS PROGRAM DURING THE FISCAL YEAR TOTALED 279.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. EDUCATION SERVICES ARE PROVIDED BY VOLUSIA COUNTY SCHOOLS. THE RAP PROGRAM SERVED 45 YOUTH AND THEIR FAMILIES DURING THE FISCAL YEAR.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 TARGETED YOUTH SERVICES CONTINUUM PROVIDED SERVICES TO 142 YOUTH AND THEIR FAMILIES DURING THE FISCAL YEAR.THE DELAND MEN'S RESIDENTIAL PROGRAM (DMRT) IS A 54-BED MEN'S SUBSTANCE ABUSE TREATMENT PROGRAM ACCEPTING BOTH VOLUNTARY AND INVOLUNTARY CLIENTS WITH A PRIMARY FOCUS ON SUBSTANCE ABUSE DISORDERS BUT ALSO DESIGNED TO EFFECTIVELY MANAGE CO-OCCURRING MENTAL HEALTH ISSUES. DRMT PROVIDES A STRUCTURED ATMOSPHERE, PROMOTING SELF-AWARENESS THROUGH INDIVIDUAL, GROUP, COMMUNITY-BASED THERAPY AND PSYCHIATRIC INTERVENTION. DMRT SERVED 209 CLIENTS DURING THE FISCAL YEAR.SHELTER CARE (MARION) IS A 12-BED UNIT THAT PROVIDES RESPITE CARE FOR YOUTH WHO ARE 10-17 YEARS OLD. THE AVERAGE LENGTH OF STAY IS 14 DAYS. REFERRALS ARE RECEIVED FROM THE COMMUNITY AND FROM THE CHILD WELFARE SYSTEM OF CARE. A TOTAL OF 41 YOUTH WERE SERVED DURING THE FISCAL YEAR.WESTSIDE RESIDENTIAL SERVICES (MARION) INCLUDING BOTH BEACON POINT AND AIRPORT ROAD LOCATIONS, HAVE RESIDENTIAL TREATMENT FACILITIES FOR INDIVIDUALS EXHIBITING SYMPTOMS OF DRUG AND ALCOHOL MISUSE, WESTSIDE HOUSES 32 MALE BEDS AND 24 FEMALE BEDS AND BEACON POINT HAS 10 UNISEX BEDS. THERE IS A VERY STRUCTURED DAILY SCHEDULE INCLUDING INDIVIDUAL COUNSELING, GROUP COUNSELING, AND RECREATIONAL ACTIVITIES. THE AVERAGE LENGTH OF STAY AT WESTSIDE IS 1-4 MONTHS. REFERRALS ARE RECEIVED FROM THE COMMUNITY AND THE JUDICIAL SYSTEM. 228 ADULTS WERE SERVED DURING THE FISCAL YEAR. 4907805 3065858 PHARMACY - SMA'S PHARMACY FILLED 35,082 PRESCRIPTIONS DURING THE FISCAL YEAR. PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS TO OUR OUTPATIENT CLIENTS. 8387530 2762014 MEDICATION MANAGEMENT SERVICES - THE PHYSICIAN SERVICES MEDICATION OUTPATIENT PROGRAM HAS CLINICS OPERATING IN VOLUSIA, FLAGLER, PUTNAM, ST JOHNS AND MARION COUNTIES AND PROVIDE MEDICAL AND CLINICAL SUPPORT SERVICES TO INDIVIDUALS WITH SEVERE AND PERSISTENT MENTAL ILLNESS AND CO-OCCURRING DISORDERS. TEAMS COMPRISED OF ADVANCED REGISTERED NURSE PRACTITIONERS, NURSES, THERAPISTS, CASE MANAGERS AND LIFE SKILLS COACHES PROVIDE PSYCHIATRIC EVALUATIONS, TREATMENT PLANNING, MEDICATION MANAGEMENT, NURSING SERVICES, THERAPY AND TARGETED CASE MANAGEMENT. DURING THE FISCAL YEAR MEDICAL OUTPATIENT SERVICES WERE PROVIDED TO 10,246 CLIENTS. 42845617 15803014 THE ORGANIZATIONS OTHER PROGRAM SERVICES INCLUDE: ASSESSMENT, CRISIS SUPPORT, CRISIS STABILIZATION, INTERVENTION, OUTPATIENT, FACT TEAM, CASE MANAGEMENT TEAMS, RESIDENTIAL LEVEL 1, RESIDENTIAL DETOX, PREVENTION, SUPPORTED EMPLOYMENT, SHELTERED WORKSHOP, OVERLAY, DROP IN CENTER, PRIMARY CARE (A RECOGNIZED LOOK-ALIKE, FEDERALLY QUALIFIED HEALTH CENTER). 42845617 15803014 69974131 1 1 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 62 0 1 1330 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ANDREA SCHWEIZER 3862361683 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 TED SERBOUSEK BOARD MEMBER 1.00 0.00 X 0 0 0 DEBBIE EAST BOARD MEMBER 1.00 0.00 X 0 0 0 DEBBIE ALLEN SECRETARY 1.00 0.00 X X 0 0 0 JACK C FISHER IMMEDIATE PAST CHAIRMAN OF 1.00 0.00 X 0 0 0 CATHY HEIGHTER BOARD MEMBER - START 3/1/23 1.00 0.00 X 0 0 0 LORETHA TOLBERT-RICH BOARD MEMBER - START 3/1/23 1.00 0.00 X 0 0 0 ANDRE FLEMING BOARD MEMBER 1.00 0.00 X 0 0 0 AUSTIN BROWNLEE TREASURER 1.00 0.00 X X 0 0 0 HEIDI PETITO BOARD MEMBER 1.00 0.00 X 0 0 0 GARY NORMAN BOARD MEMBER 1.00 0.00 X 0 0 0 ROSARIA UPCHURCH BOARD MEMBER 1.00 0.00 X 0 0 0 ALVIN JACKSON BOARD MEMBER 1.00 0.00 X 0 0 0 SALMAN AHMED VICE CHAIRMAN 1.00 0.00 X X 0 0 0 BENJIE BATES BOARD MEMBER 1.00 0.00 X 0 0 0 JOYCE SHANAHAN BOARD MEMBER 1.00 0.00 X 0 0 0 R BROOKS CASEY BOARD MEMBER 1.00 1.00 X 0 0 0 CONNIE RITCHEY BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN REID BOARD MEMBER 1.00 0.00 X 0 0 0 MICHELE JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE MARTIN BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES ROSE CHAIRMAN 1.00 1.00 X X 0 0 0 HOWARD STANGE BOARD MEMBER - END 10/31/22 1.00 0.00 X 0 0 0 BRIAN HENDERSON BOARD MEMBER - END 10/31/22 1.00 0.00 X 0 0 0 ALEX DOBERSTEIN BOARD MEMBER - END 10/31/22 1.00 0.00 X 0 0 0 ROBERT SNYDER BOARD MEMBER - END 10/31/22 1.00 0.00 X 0 0 0 IVAN COSIMI CEO 40.00 0.00 X 234119 0 23717 RICH CURLEY CHIEF INFORMATION OFFICER 40.00 0.00 X 149076 0 20338 KELLY MELLICHAMPE CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 128503 0 17551 NICOLE J SHARBONO COO 40.00 0.00 X 128064 0 15546 ANDREA SCHWEIZER CFO 40.00 0.00 X 94765 0 8169 YUSEF A CANAAN CHIEF MEDICAL OFFICER 40.00 0.00 X 223715 0 4830 GUY R CZAYKOWSKY PSYCHIATRIST 32.00 0.00 X 272231 0 25658 KIMBERLY ROGER APRN 40.00 0.00 X 164971 0 18325 DEBRA M ESTES APRN 40.00 0.00 X 162870 0 9851 ERIC J HORST DIRECTOR - FINANCIAL OPERATIONS 40.00 0.00 X 152923 0 19573 RHONDA M HARVEY DIRECTOR - EXTERNAL AFFAIRS 40.00 0.00 X 163499 0 18696 1874736 0 182254 36 0 1 0 EXECUTIVE BUILDING SERVICES 616 RIDGE BLVD SOUTH DAYTONA FL 32119 COMMERCIAL CLEANING SERVICES 1101634 AFFORDABLE ROOFING & CONSTRUCTION 180 FARRIER PASS NEW SMYRNA BEACH FL 32168 ROOFING 211730 BIG D ROOFING 3145 NE 36TH AVENUE OCALA FL 34479 ROOFING 179949 HD FLOORING 1575 AVIATION CENTER PKWY SUITE 52 DAYTONA BEACH FL 32114 FLOORING 159732 ALICIA CARDEN 2412 CHATEAU LOOP KISSIMMEE FL 34741 ARNP SERVICES 124050 5 99500 385320 55312304 546701 651978 56343825 MEDICARE AND MEDICAID 623990 9427674 9427674 CLIENT FEES & INSUR. REIMBURSEMEN 623990 5573346 5573346 CONTRACTS 623990 5120077 5120077 PHARMACY 623990 3065858 3065858 OTHER PROGRAM REVENUE 623990 704739 704739 23891694 298019 298019 56701 0 56701 56701 56701 878765 1291836 980839 98278 -102074 1193558 1091484 1091484 81681723 23891694 0 1446204 1332389 529684 802705 44426502 38276579 6149923 858601 679271 179330 4584947 3790668 794279 3375583 2861114 514469 213992 213992 132802 36802 96000 66072 66072 1687558 1453796 233762 93827 7025 86802 1167978 594151 573827 1219247 629105 590142 4941649 4254002 687647 379545 259823 119722 120681 10902 109779 2379731 1633943 745788 1884479 1549037 335442 ALLOCATION OF INDIRECT 0 4152042 -4152042 MEDICAL & PHARMACY 3808915 3808597 318 EQUIPMENT COSTS 1872230 1430892 441338 CLIENT PROGRAMS & SERVI 1648081 1647010 1071 2379421 2369688 9733 78574230 69974131 8600099 0 8046613 11840117 944312 511459 11232103 10266383 2219162 3243779 604420 480819 355813 362415 52050878 20704905 32389703 31345973 5795344 6607765 6152650 7280023 181023 3382782 67921143 75321515 7750890 8291930 225416 195670 3854731 5669191 1656035 2204996 13487072 16361787 X 48281421 51679705 6152650 7280023 54434071 58959728 67921143 75321515 X 3107493 290791 1127373 X 0 1 X 1 1 1 X 41228379 43005856 41767200 75729575 56343825 258074835 41228379 43005856 41767200 75729575 56343825 258074835 258074835 224863 197255 129314 196010 298019 1045461 259120296 85065016 0.99600 0.99650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 66072 66072 0 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. 0 1 X 3634253 3634253 40620423 14863993 25756430 442321 277748 164573 4938414 3939404 999010 2415467 1623760 791707 31345973 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 7280023 F 7280023 DEFERRED COMPENSATION PLAN 66386 REFUNDABLE ADVANCES 1799293 FN ROU LT DEBT SMAR-SMA 131112 FN ROU LEASE SMA-SMA 208205 2204996 X 82432684 290791 460170 750961 81681723 0 81681723 79034400 460170 460170 78574230 0 78574230 PART IV, LINE 2B: THE ORGANIZATION IS THE ASSIGNED REPRESENTATIVE PAYEE BY SOCIAL SECURITY ADMINISTRATION FOR SOME OF OUR CLIENTS. WE RECEIVE THEIR MONTHLY PAYMENTS AND THEN WORK WITH CASE MANAGERS TO ASSURE THAT THEIR BILLS ARE PAID. PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE ORGANIZATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE ORGANIZATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. X X X X 0 0 0 0 0 0 0 0 0 GUY R CZAYKOWSKY PSYCHIATRIST 267731 0 4500 0 0 0 16415 0 9243 0 297889 0 0 0 IVAN COSIMI CEO 217119 0 17000 0 0 0 13966 0 9751 0 257836 0 0 0 YUSEF A CANAAN CHIEF MEDICAL OFFICER 211240 0 12475 0 0 0 0 0 4830 0 228545 0 0 0 KIMBERLY ROGER APRN 130821 0 34150 0 0 0 7886 0 10439 0 183296 0 0 0 RHONDA M HARVEY DIRECTOR - EXTERNAL AFFAIRS 153499 0 10000 0 0 0 9453 0 9243 0 182195 0 0 0 DEBRA M ESTES APRN 135945 0 26925 0 0 0 9772 0 79 0 172721 0 0 0 ERIC J HORST DIRECTOR - FINANCIAL OPERATIONS 142923 0 10000 0 0 0 9691 0 9882 0 172496 0 0 0 RICH CURLEY CHIEF INFORMATION OFFICER 139076 0 10000 0 0 0 9834 0 10504 0 169414 0 0 0 SOUTHEAST AUTOMOTIVE MANAGEMENT >35% OWNED BY BOARD MEMBER OR FAMILY MEMBER, SEE NOTE BELOW 282837 PURCHASE OF VEHICLES 0 SCHEDULE L, PART IV, COLUMN (B): RELATIONSHIP BOARD MEMBER CONNIE RITCHEY'S HUSBAND IS A CO-OWNER OF SOUTHEAST AUTOMOTIVE MANAGEMENT (SAM) ALONG WITH BOARD MEMBER TED SERBOUSEK. X 1 651978 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B 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 15A REVIEW OF THE CEO'S SALARY IS PERFORMED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER CONSIDERING THE SCOPE OF THE AGENCY AS COMPARED TO OTHER NON-PROFITS PROVIDING SIMILAR SERVICES. IN DETERMINING THE COMPENSATION THE COMMITTEE UTILIZES INFORMATION ABOUT OTHER SIMILAR ORGANIZATIONS AS WELL AS LOCAL MARKET DATA IN DETERMINING THE CEO COMPENSATION. 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. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION - IN PERPETUITY 24,030. PURPOSE RESTRICTED 1,103,343. SMA HEALTHCARE FOUNDATION INC 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 593496645 FUNDRAISING IN SUPPORT OF SMA HEALTHCARE FL 501 C(3) 12-TYPE III-FUNCTION N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0