2025-03-28T00:44:41-05:00 2024-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2023-07-01 593496645 SMA HEALTHCARE FOUNDATION INC SMAH 3862541136 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 ANDREA SCHWEIZER OFFICER 3862541136 2025-03-12 1 1 JAMES A HALLERAN P00005496 3862574100 2025-03-12 2023 2025-03-06 01:10:19Z ANDREA SCHWEIZER 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 2873966 0 X SMAHEALTHCARE.ORG/SMA-HEALTHCARE-FOUNDATION X 1997 FL TO FOSTER RELATIONSHIPS TO INCREASE COMMUNITY AWARENESS AND SUPPORT FOR SERVICES PROVIDED BY SMA HEALTHCARE. 16 16 0 44 0 0 1341983 822884 260000 260000 111754 139081 -21739 5092 1691998 1227057 342049 311838 0 0 0 0 0 0 7959 382739 415808 724788 727646 967210 499411 7658374 8276867 378351 182709 7280023 8094158 TO FOSTER RELATIONSHIPS TO INCREASE COMMUNITY AWARENESS AND SUPPORT FOR SERVICES PROVIDED BY SMA HEALTHCARE. 0 0 670225 311838 260000 TO PROVIDE FINANCIAL ASSISTANCE TO CLIENTS AND PROGRAMS OF SMA HEALTHCARE INC. THE FOUNDATION FUNDED MORE THAN $310,000 IN PROGRAM ENHANCEMENTS TO SMA HEALTHCARE INC. IN THE 2023-2024 FISCAL YEAR. 670225 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANDREA SCHWEIZER 3862361683 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 R BROOKS CASEY - CHAIR AS OF 11/2023, FORMER VICE-CHAIR 1.00 1.00 X X 0 0 0 HEATHER SHUBIRG - VICE-CHAIR AS OF 11/2023, FORMER SECRETARY 1.00 0.00 X X 0 0 0 ART ZIMMET - SECRETARY AS OF 11/2023, FORMER DIRECTOR 1.00 0.00 X X 0 0 0 LAWRENCE J MCDERMOTT TREASURER 1.00 0.00 X X 0 0 0 RYAN WILL - IMMEDIATE PAST CHAIR AS OF 11/2023, FORMER CHAIR 1.00 0.00 X X 0 0 0 MAUREEN FRANCE EXECUTIVE AT-LARGE 1.00 0.00 X 0 0 0 DAVID PERRYMAN EXECUTIVE AT-LARGE 1.00 0.00 X 0 0 0 SALMAN AHMED SMA BOARD LIAISON 1.00 1.00 X 0 0 0 HANK ASHBY DIRECTOR 1.00 0.00 X 0 0 0 MEGAN BAGWELL DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA FITE DIRECTOR AS OF 2/2024 1.00 0.00 X 0 0 0 JON GREAVES DIRECTOR 1.00 0.00 X 0 0 0 ANDREW GURTIS - DIRECTOR AS OF 11/2023, FORMER PAST CHAIR 1.00 0.00 X 0 0 0 HOWARD M HOLLEY DIRECTOR 1.00 0.00 X 0 0 0 CARL LENTZ IV DIRECTOR 1.00 0.00 X 0 0 0 QUANITA MAY DIRECTOR 1.00 0.00 X 0 0 0 JILL SIMPKINS DIRECTOR UNTIL 11/2023 1.00 0.00 X 0 0 0 JENNIFER SECOR EXECUTIVE DIRECTOR 40.00 0.00 X 0 102639 12280 0 102639 12280 0 0 0 0 0 96 162101 12500 648187 22579 822884 RENTAL REVENUE 531120 260000 260000 260000 116340 116340 1608981 1586240 22741 22741 22741 65761 162101 60669 5092 5092 1227057 260000 0 144173 311838 311838 12250 12250 19052 19052 1386 1386 11602 11602 11 11 19911 19911 272986 272986 JAY'S HOPE 54247 54247 IN-KIND GOODS EXPENSE 11243 11243 COMMUNITY RELATIONS 7948 7948 MISCELLANEOUS EXPENSE 5172 5172 727646 670225 49462 7959 106613 167519 587551 303613 7266030 4177407 3361609 3088623 2583714 3563372 673084 764859 345803 388881 7658374 8276867 1265 293 11285 0 365801 182416 378351 182709 X 5680738 5902626 1599285 2191532 7280023 8094158 7658374 8276867 X 499411 271646 43078 X 0 1 X 1 0 X X 1 SMA HEALTHCARE INC 590976866 7 1 360585 0 1 360585 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, SECTION D, LINE 3 ONE MEMBER OF THE SMA HEALTHCARE BOARD OF DIRECTORS (SMA) IS ALSO A MEMBER OF THE SMA HEALTHCARE FOUNDATION (THE FOUNDATION) BOARD AND ACTIVELY PARTICIPATES IN THE FOUNDATION BOARD MEETINGS INCLUDING DISCUSSIONS ON HOW THE FOUNDATION CAN BEST SUPPORT THE NEEDS OF SMA HEALTHCARE. THE FOUNDATION FULFILLED ITS COMMITMENT THIS YEAR TO PROVIDE SUPPORT TO PRIMARY CARE AS WELL AS PROVIDING SUPPORT TO MULTIPLE SMA PROGRAMS. SCHEDULE A, SECTION E, LINE 2A THE SMA HEALTHCARE FOUNDATION (THE FOUNDATION) PROVIDED FINANCIAL SUPPORT TO SMA HEALTHCARE (SMA) DURING THE 2023-2024 FISCAL YEAR FOR THE PURPOSES OF PROVIDING GENERAL SUPPORT TO CLIENTS IN NEED ACROSS THE AGENCY. SMA COMMUNICATES ITS NEEDS TO THE FOUNDATION VIA BOARD PARTICIPATION: ONE MEMBER OF THE SMA BOARD OF DIRECTORS ALSO SERVES AS A FOUNDATION BOARD MEMBER; THE TWO ORGANIZATIONS WORK TOGETHER CLOSELY TO DETERMINE HOW THE FOUNDATION CAN BEST SUPPORT THE NEEDS OF SMA. SCHEDULE A, SECTION E, LINE 2B DURING THE FISCAL YEAR 2023-2024, FUNDING RECEIVED BY SMA HEALTHCARE (SMAH) FROM SMA HEALTHCARE FOUNDATION (THE FOUNDATION) SUPPORTED CONSTRUCTION OF A NEW OUTPATIENT FACILITY IN WEST VOLUSIA, ALLOWING MORE AVAILABILITY AND ACCESS TO CURRENT OUTPATIENT SERVICES AS WELL AS EXPANDED SERVICES OF PRIMARY CARE AND A PHARMACY TO THE LOCAL COMMUNITY. THIS PROJECT INTEGRATES HEALTHCARE SERVICES TO ONE LOCATION, WHICH IMPROVES PATIENT CARE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133100 133100 6824658 3869135 2955523 308272 308272 0 3088623 ANNUITIES 764859 F 764859 X 1790450 271646 230511 43078 545235 1245215 19052 -37210 -18158 1227057 976315 230511 60669 291180 685135 19052 23459 42511 727646 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME. SINCE THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, NO PROVISION FOR INCOME TAXES IS PROVIDED IN THE FINANCIAL STATEMENTS. MANAGEMENT OF THE FOUNDATION 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 FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION 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 THESE FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE TRUST 43,078. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII -60,669. IN-KIND DONATIONS OF GOODS NOT INCLUDED ON THE AUDITED FINANCIAL STATEMENTS 23,459. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII 60,669. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN-KIND DONATIONS OF GOODS NOT INCLUDED ON THE AUDITED FINANCIAL STATEMENTS 23,459. ANNUAL DINNER 227862 162101 65761 880 11336 2468 29400 450 16135 227862 162101 65761 880 11336 2468 29400 450 16135 60669 5092 1 SMA HEALTHCARE INC 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 590976866 501(C)(3) 311838 0 SMA PROJECTS INCLUDED: PLANNING FOR WESTSIDE DEVELOPMENT AND PROGRAM SUPPORT ACROSS THE AGENCY 1 0 PART I, LINE 2: SMA HEALTHCARE FOUNDATION, INC. (THE FOUNDATION) SOLELY SUPPORTS SMA HEALTHCARE, INC. (SMA) AND WORKS CLOSELY WITH SMA TO ENSURE THAT THE FUNDS ARE SPENT ACCORDINGLY. THE DIRECTOR OF THE FOUNDATION WORKS WITH MEMBERS OF SMA TO ENSURE THAT THIS IS DOCUMENTED BEFORE ANY FUNDS ARE TRANSFERRED OVER. ALSO, THERE IS ALWAYS AT LEAST ONE MEMBER WHO IS ON BOTH BOARDS TO ENSURE PROPER ALIGNMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ORGANIZATION IN ADVANCE OF THE DUE DATE OF THE RETURN FOR REVIEW BY THE APPROPRIATE STAFF AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DISCUSSED PRIOR TO A NEW MEMBER JOINING THE BOARD. THEY ARE REQUIRED TO DISCLOSE IF THEIR SITUATION CHANGES THROUGHOUT THE YEAR. A YEARLY AFFIDAVIT IS SIGNED BY EACH MEMBER STATING THAT ARE NO CONFLICTS OF INTEREST THAT THEY ARE AWARE OF. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. THE SUPPORTED ORGANIZATION, SMA HEALTHCARE (SMA), A 501(C)(3) ORGANIZATION, DONATES THE TIME AND RELATED EXPENSE OF ITS EMPLOYEES TO OPERATE THE FOUNDATION. PER IRS INSTRUCTIONS, THESE DONATED SERVICES ARE NOT REFLECTED ON THE FOUNDATION'S FORM 990 REVENUE OR EXPENSE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST 43,078. SMA HEALTHCARE INC 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 590976866 HEALTH SERVICES FL 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0