2026-03-19T18:17:18-05:00 2025-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2024-07-01 593496645 SMA HEALTHCARE FOUNDATION INC SMAH 3862541136 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 ANDREA SCHWEIZER OFFICER 3862541136 2026-03-16 1 1 JAMES A HALLERAN P00005496 3862574100 2026-03-16 2024 2025-03-06 01:10:19Z ANDREA SCHWEIZER 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 7758392 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. 18 18 0 58 0 0 822884 592246 260000 260000 139081 279985 5092 33409 1227057 1165640 311838 1167588 0 0 0 0 0 0 6062 415808 455679 727646 1623267 499411 -457627 8276867 7913078 182709 7850 8094158 7905228 TO FOSTER RELATIONSHIPS TO INCREASE COMMUNITY AWARENESS AND SUPPORT FOR SERVICES PROVIDED BY SMA HEALTHCARE. 0 0 1527795 1167588 260000 TO PROVIDE FINANCIAL ASSISTANCE TO CLIENTS AND PROGRAMS OF SMA HEALTHCARE INC. THE FOUNDATION FUNDED MORE THAN $1,100,000 IN PROGRAM ENHANCEMENTS TO SMA HEALTHCARE INC. IN THE 2024-2025 FISCAL YEAR. 1527795 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 1 0 0 0 0 0 0 0 X 18 18 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 1.00 0.00 X X 0 0 0 HEATHER SHUBIRG VICE-CHAIR 1.00 1.00 X X 0 0 0 ART ZIMMET SECRETARY 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 1.00 0.00 X X 0 0 0 HANK ASHBY DIRECTOR 1.00 0.00 X 0 0 0 DR MEGAN BAGWELL DIRECTOR 1.00 0.00 X 0 0 0 AUSTIN BROWNLEE SMA BOARD LIAISON AS OF 10/1/2024 1.00 1.00 X 0 0 0 CYNTHIA FITE DIRECTOR 1.00 0.00 X 0 0 0 MAUREEN FRANCE EXECUTIVE AT-LARGE 1.00 0.00 X 0 0 0 JON GREAVES DIRECTOR 1.00 0.00 X 0 0 0 ANDREW GURTIS DIRECTOR 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 DAVID PERRYMAN EXECUTIVE AT-LARGE 1.00 0.00 X 0 0 0 SCOTT SPRADLEY DIRECTOR AS OF 9/10/2024 1.00 0.00 X 0 0 0 JAMES STOWERS DIRECTOR AS OF 9/10/2024 1.00 0.00 X 0 0 0 JENNIFER SECOR EXECUTIVE DIRECTOR 40.00 0.00 X 0 118183 14685 0 118183 14685 0 0 0 0 0 10360 126 194297 11432 206000 170031 592246 RENTAL REVENUE 531120 260000 260000 260000 171592 171592 6656881 6548488 108393 108393 108393 77673 194297 44264 33409 33409 1165640 260000 0 313394 1167588 1167588 13110 13110 21402 21402 32400 32400 5344 5344 13246 13246 13704 13704 272986 272986 JAY'S HOPE PROGRAM EXPE 73517 73517 COMMUNITY RELATIONS 6062 6062 MISCELLANEOUS EXPENSE 3908 3908 1623267 1527795 89410 6062 167519 189844 303613 792006 20310 7266030 4450393 3088623 2815637 3563372 2907246 764859 815046 388881 372989 8276867 7913078 293 7850 182416 182709 7850 X 5902626 5745785 2191532 2159443 8094158 7905228 8276867 7913078 X -457627 284589 -15892 X 0 1 X 1 0 X X 1 SMA HEALTHCARE INC 590976866 7 1 1234093 0 1 1234093 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 TWO MEMBERS OF THE SMA HEALTHCARE BOARD OF DIRECTORS (SMA) ARE ALSO THE MEMBERS OF THE SMA HEALTHCARE FOUNDATION (THE FOUNDATION) BOARD AND ACTIVELY PARTICIPATE 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 FOR THE CONSTRUCTION OF A NEW OUTPATIENT FACILITY IN WEST VOLUSIA 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 2024-2025 FISCAL YEAR FOR THE PURPOSES OF ASSISTING WITH FUNDING FOR THE OUTPATIENT FACILITY IN WEST VOLUSIA AND PROVIDING GENERAL SUPPORT TO CLIENTS IN NEED ACROSS THE AGENCY. SMA COMMUNICATES ITS NEEDS TO THE FOUNDATION VIA BOARD PARTICIPATION: TWO MEMBERS OF THE SMA BOARD OF DIRECTORS ALSO SERVE AS FOUNDATION BOARD MEMBERS; 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 2024-2025, 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 4142121 2682537 308272 308272 0 2815637 ANNUITIES 815046 F 815046 X 1737984 284589 280785 -15892 549482 1188502 21402 -44264 -22862 1165640 1926914 280785 44264 325049 1601865 21402 21402 1623267 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, 2025 AND 2024, 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 -15,892. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII -44,264. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII 44,264. ANNUAL DINNER 271840 194297 77543 4641 20513 400 18710 271840 194297 77543 4641 20513 400 18710 44264 33279 1 SMA HEALTHCARE INC 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 590976866 501(C)(3) 1167588 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 -15,892. SMA HEALTHCARE INC 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 590976866 HEALTH SERVICES FL 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0