2024-05-15T14:11:57-05:00 2023-06-30 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2022-07-01 060934544 COMMUNITY MENTAL HEALTH AFFILIATES INC COMM 8608261358 233 MAIN ST FL 7 NEW BRITAIN CT 060514206 RAYMOND J GORMAN PRESIDENT & CEO 8608261358 2024-05-15 1 RAYMOND GORMAN 999009999 1 MARY ANTONETTI P00431862 2037819600 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RAYMOND J GORMAN 233 MAIN ST FL 7 NEW BRITAIN CT 060514206 36590923 0 X WWW.CMHACC.ORG X 1975 CT PROVIDE MENTAL HEALTH, COMMUNITY SUPPORT SERVICES AND SUBSTANCE ABUSE TREATMENT TO THE COMMUNITY. 9 8 389 12 -8878 0 29044405 33163212 4143165 3402907 177 1 -43861 -8878 33143886 36557242 0 0 0 0 20382250 22260654 0 0 0 9157690 10700732 29539940 32961386 3603946 3595856 24833832 29390154 8406206 9369292 16427626 20020862 CMHA IS A LEADING PROVIDER OF AN INTEGRATED HEALTH AND BEHAVIORAL HEALTH CARE SYSTEM FOR CHILDREN, FAMILIES AND ADULTS. BY FOSTERING IMPROVEMENT IN THE QUALITY OF LIFE FOR THEIR CLIENTS, CMHA CONTRIBUTES TO THE WELL-BEING OF THE COMMUNITIES IT SERVES. 0 0 18698658 2294696 ADULT PROGRAMS: SERVICES INCLUDE OUTPATIENT COUNSELING, CASE MANAGEMENT SERVICES, RESIDENTIAL SUPPORT, VOCATIONAL & PREVOCATIONAL SUPPORT & SOCIALIZATION SERVICES. DURING THE YEAR APPROXIMATELY 5,500 CLIENTS HAVE BEEN SERVED. 6102204 1070984 YOUTH AND FAMILY SERVICES PROGRAMS: YOUTH PROGRAM SERVICES INCLUDE CHILD GUIDANCE CLINIC AND COUNSELING. DURING THE YEAR APPROXIMATELY 850 CLIENTS HAVE BEEN SERVED. FAMILY PROGRAM SERVICES INCLUDE IN-HOME SERVICES PROVIDING FAMILY RECOVERY AND SUBSTANCE ABUSE TREATMENT, INDIVIDUAL, FAMILY AND GROUP THERAPY, YOUNG PARENT PROGRAMS AND PSYCHIATRIC ASSISTANCE. DURING THE YEAR APPROXIMATELY 900 CLIENTS HAVE BEEN SERVED. 1923125 37227 OTHER CCBHC: FEDERAL INITIATIVE TO PROVIDE BEHAVIORAL HEALTH AND SUBSTANCE ABUSE SERVICES TO UNDERSERVED POPULATIONS REGARDLESS OF ABILITY TO PAY. CCBHC'S PROMOTE ACCESS TO TREATMENT ON DEMAND TO SERVE THE CHILDREN AND ADULTS WHEN THEY WANT THE HELP CREATING EASE OF ACCESS TO CLINICAL CARE. 26723987 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 52 0 1 389 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CT X SCOTT WOZENA 8608261358 233 MAIN ST FL 7 NEW BRITAIN CT 060514206 ANTHONY D'AMATO BOARD MEMBER 1.00 X 0 0 0 VERONICA DELANDRO BOARD MEMBER 1.00 X 0 0 0 TODD DEGROFF BOARD CHAIR 1.00 X X 0 0 0 STEVEN ANDRYCHOWSKI BOARD MEMBER 1.00 X 0 0 0 RAYMOND J GORMAN PRESIDENT AND CEO 40.00 X X 290351 0 9320 MARISSA LABELLE BOARD TREASURER 1.00 X X 0 0 0 LINDA FILIPETTI BOARD MEMBER (UNTIL 10/2022) 1.00 X 0 0 0 JENIFER YARSAWICH BOARD SECRETARY 1.00 X X 0 0 0 HUNTER MATHENA BOARD VICE CHAIR 1.00 X X 0 0 0 BETH MERENSTEIN BOARD MEMBER (SINCE 10/2022) 1.00 X 0 0 0 PAUL ARMSTRONG BOARD MEMBER (SINCE 10/2022) 1.00 X 0 0 0 JOSEPH ARESIMOWICZ BOARD MEMBER (UNTIL 12/2022) 1.00 X 0 0 0 GRACE CAVALLO CHIEF OPERATING OFFICER 40.00 X 163328 0 40505 MARY GILHULY EVP & CFO 40.00 X 190378 0 15195 JOHN NAZARIAN MD MEDICAL DIRECTOR 40.00 X 323531 0 35763 DAWN EARLINGSTON APRN 40.00 X 164837 0 109854 EDGARDO LORENZO PSYCHIATRIST 35.00 X 242858 0 33844 TODD PINTER PSYCHIATRIST 20.00 X 166802 0 457 MANZOOR USMAN PSYCHIATRIST 40.00 X 276943 0 30862 MIRIUM HAYNES APRN 40.00 X 166539 0 102854 1985567 0 378654 21 0 1 0 TBI CONSTRUCTION COMPANY ONE LIBERTY SQUARE/PO BOX 3040 NEW BRITAIN CT 06050 CONSTRUCTION SERVICES 5712175 CT COMPUTER SERVICE INC 101 EAST SUMMER ST/ PO BOX 35 PLANTSVILLE CT 06479 COMPUTER SERVICES 642320 AIR TEMP MECHANICAL SERVICES INC 63 FULLER WAY BERLIN CT 06037 HVAC SERVICES 530104 SMG CORPORATE SERVICES PO BOX 53 BRATTLEBORO VT 05302 JANITORIAL SERVICES 512233 TUNXIS MANAGEMENT COMPANY PO BOX 488 NEW BRITAIN CT 06050 PROPERTY & ASSET MANAGEMENT 465549 16 32853679 309533 33163212 FEES FOR COUNSELING AND SHELTER 624100 3402907 3402907 3402907 1 1 24803 33681 -8878 -8878 -8878 36557242 3402907 -8878 1 985789 201997 783792 17849279 15614108 2235171 285776 263264 22512 1789427 1507175 282252 1350383 1137293 213090 59150 22010 37140 84760 31541 53219 2300057 1268992 1031065 117615 6395 111220 1953982 1404295 549687 617259 422267 194992 1234292 1144014 90278 361310 276119 85191 238741 195039 43702 135866 112634 23232 1087535 896916 190619 579949 477401 102548 MAINTENANCE AND REPAIRS 992571 941614 50957 CLIENT SUPPORT 549702 508911 40791 FOOD SERVICE 237839 220391 17448 DUES AND SUBSCRIPTIONS 87359 42689 44670 62745 28922 33823 32961386 26723987 6237399 0 1434143 531253 499999 0 2243477 866967 279175 224961 152222 142048 189422 206403 33836413 8297947 19449604 25538466 186316 183034 399474 1697022 24833832 29390154 1782415 2355943 2144586 1472830 327615 255073 4151590 3916018 0 1369428 8406206 9369292 X 6325513 6134231 10102113 13886631 16427626 20020862 24833832 29390154 3595856 -2620 0 X X 0 1 X 1 1 1 X 26713605 22185853 28188903 29044405 33163212 139295978 26713605 22185853 28188903 29044405 33163212 139295978 139295978 235973 293873 71638 26679 24804 652967 139948945 20391293 0.99530 0.99500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 86151 86151 86151 86151 86088 63 86151 86151 -63 86088 86296 -145 86151 0.00000 1.00000 0.00000 0 0 1056760 1056760 30155493 6676893 23478600 2523288 1621054 902234 100872 100872 25538466 SEGREGATED PURPOSE FUNDS 255073 SECURITY DEPOSIT 54604 BENEFICIAL INTEREST IN TRUST 17917 OPERATING LEASES - RIGHT OF USE ASSETS 1369428 1697022 LEASE LIABILITY 1369428 1369428 X 36588303 -2620 -2620 36590923 -33681 -33681 36557242 32995067 33681 33681 32961386 0 32961386 PART IV, LINE 2B: SEGREGATED PURPOSE FUNDS CONSIST OF CLIENT FUNDS AND HOUSING SUBSIDIES. PART V, LINE 4: TO KEEP THE ORGANIZATION OPERATIONAL IN PERPETUITY FOR THE BENEFIT OF THE CLIENTS IT SERVES. PART X, LINE 2: BELOW IS AN EXCERPT FROM FOOTNOTE 2 OF THE AUDITED FINANCIAL STATEMENTS FOR COMMUNITY MENTAL HEALTH AFFILIATES, INC. CMHA HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE IRC AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. CMHA IS ALSO EXEMPT FROM STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR TAXES IS INCLUDED. CMHA ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, INCOME TAXES, WHICH PROVIDES A FRAMEWORK FOR HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR FINANCIAL STATEMENTS. UNDER FASB ASC 740, CMHA MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES DURING THE PERIODS COVERED BY THESE FINANCIAL STATEMENTS. THERE ARE NO TAX EXAMINATIONS CURRENTLY PENDING OR IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -33,681. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 33,681. X 0 0 0 0 0 0 0 1 0 JOHN NAZARIAN MD MEDICAL DIRECTOR 316725 0 5000 0 1806 0 12325 0 23438 0 359294 0 0 0 MANZOOR USMAN PSYCHIATRIST 275977 0 0 0 966 0 10101 0 20761 0 307805 0 0 0 RAYMOND J GORMAN PRESIDENT AND CEO 258654 0 25000 0 6697 0 9320 0 0 0 299671 0 0 0 EDGARDO LORENZO PSYCHIATRIST 239658 0 0 0 3200 0 2944 0 30900 0 276702 0 0 0 DAWN EARLINGSTON APRN 164337 0 0 0 500 0 5455 0 104399 0 274691 0 0 0 MIRIUM HAYNES APRN 164337 0 0 0 2202 0 6904 0 95950 0 269393 0 0 0 MARY GILHULY EVP & CFO 184500 0 5000 0 878 0 7953 0 7242 0 205573 0 0 0 GRACE CAVALLO CHIEF OPERATING OFFICER 157850 0 5000 0 478 0 5201 0 35304 0 203833 0 0 0 TODD PINTER PSYCHIATRIST 166802 0 0 0 0 0 457 0 0 0 167259 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID NON-FIXED DISCRETIONARY BONUSES DURING THE FISCAL YEAR. FOR THE CEO, THE BOARD DECIDES THE NON-FIXED DISCRETIONARY BONUS BASED ON THE PERFORMANCE OF THE ORGANIZATION RELATED TO PROGRAMS AND CLIENTS SERVED ALONG WITH THE FINANCIAL SURPLUS/DEFICIT FOR THE FISCAL YEAR. FOR OFFICERS AND KEY EMPLOYEES, THE CEO DECIDES BASED ON EACH INDIVIDUAL'S CONTRIBUTION TO THE OVERALL SUCCESS OF THE ORGANIZATION, BOTH PROGRAM AND FINANCIAL. TODD DEGROFF BOARD CHAIR BUILD OUT OF LEASED SPACE X 177226 142048 0 1 1 142048 TODD DEGROFF SEE PT V 19800 SEE PT V 0 SCH L, PART II, LOANS TO AND FROM INTERESTED PERSONS: (B) RELATIONSHIP WITH ORGANIZATION: CHAIRMAN OF THE BOARD OF DIRECTORS(C) PURPOSE OF LOAN: CMHA ENTERED INTO A TEN YEAR NOTE RECEIVABLE WITH D2RX, LLC (BEACON PHARMACY), OWNED BY TODD DEGROFF, ON DECEMBER 12, 2019 RELATING TO THE BUILDOUT OF THE FIRST FLOOR OF CMHA'S PROPERTY AT 233 MAIN STREET. SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: CHAIRMAN OF THE BOARD OF DIRECTORS(D) DESCRIPTION OF TRANSACTION: CMHA ENTERED INTO A FIVE YEAR LEASE AGREEMENT ON DECEMBER 12, 2019 FOR A PORTION OF THE FIRST FLOOR AT 233 MAIN STREET IN NEW BRITAIN TO D2RX LLC (BEACON PHARMACY), OWNED BY TODD DEGROFF, COMMENCING ON MARCH 1, 2020 WITH MONTHLY PAYMENTS OF $1,650. FORM 990, PART VI, SECTION A, LINE 6 COMMUNITY MENTAL HEALTH AFFILIATES, INC. HAS CLASS A MEMBERS WHO ARE SELECTED FROM INDIVIDUALS INTERESTED IN THE PURPOSES OF THE CORPORATION AND WHO ARE REPRESENTATIVE OF BROAD SECTIONS OF THE COMMUNITY. FORM 990, PART VI, SECTION A, LINE 7A CLASS A MEMBERS HAVE THE RIGHT TO VOTE TO ELECT CLASS A MEMBERS OR TO REMOVE CLASS A MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE BUSINESS, PROPERTY AND AFFAIRS OF THE CORPORATION ARE UNDER THE CONTROL AND MANAGEMENT OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CEO COMPLETE A REVIEW OF FORM 990, INCLUDING A COMPARISON TO PRIOR YEAR. DUE TO THE TIMING FOR COMPLETION OF THE FISCAL YEAR 2023 FORM 990, THE BOARD WILL REVIEW THE FILED FORMS AT THE JUNE 2024 BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE MEMBERS OF THE BOARD OF DIRECTORS ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT WHICH CITES THE RELEVANT SECTION OF THE AGENCY'S BY-LAWS REGARDING ITS POLICY ON CONFLICT OF INTEREST. POTENTIAL CONFLICTS OF INTEREST RELATED TO EMPLOYEES OF CMHA ARE BROUGHT TO THE BOARD FOR DISCUSSION AND RESOLUTION. POTENTIAL CONFLICTS OF INTEREST RELATED TO BOARD MEMBERS OF CMHA ARE BROUGHT TO THE BOARD, WITH THE MEMBER OF THE BOARD IMPACTED RECUSING THEMSELVES FROM THAT PORTION OF THE BOARD MEETING FOR DISCUSSION AND RESOLUTION. ANNUAL CONFLICT OF INTEREST DISCLOSURE DOCUMENTS ARE RETAINED FOR REVIEW AND PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15 AT THE BEGINNING OF THE FISCAL YEAR, THE PRESIDENT/CEO, RAYMOND J. GORMAN, WORKS WITH THE CHAIRMAN OF THE BOARD OF DIRECTORS ON THE ESTABLISHMENT OF GOALS, OBJECTIVES AND BENCHMARKS THE AGENCY IS TO ACHIEVE DURING AN ENSUING TWELVE MONTH PERIOD. THE PRESIDENT/CEO REPORTS BI-ANNUALLY ON THE PROGRESS OF ACHIEVEMENT OF THESE GOALS TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS THE ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT/CEO USING THE ESTABLISHED GOALS AND OBJECTIVES AS THE BASIS FOR THEIR REVIEW. THE ANNUAL PERFORMANCE EVALUATIONS OF THE OFFICERS AND KEY EMPLOYEES OF THE AGENCY ARE CONDUCTED BY THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION FILES ITS ANNUAL FINANCIAL STATEMENTS DIRECTLY WITH ITS FUNDING AGENCIES. FORM 990, PART XI, LINE 2C THE CFO REQUESTS RFPS FROM AUDIT FIRMS, SUMMARIZES, AND PROVIDES A RECOMMENDATION TO THE BOARD TREASURER, WHO ALSO SITS ON THE FINANCE AND CAPITAL ACQUISITION COMMITTEE OF THE BOARD. ONCE THE TREASURER APPROVES, THE PROPOSAL IS SENT TO THE EXECUTIVE COMMITTEE BOARD MEMBERS FOR FINAL APPROVAL.