2024-05-09T09:17:39-05:00 2023-06-30 593040705 RIVERO GORDIMER & COMPANY PA P O BOX 172359 TAMPA FL 33672 990 2022-07-01 590747306 MENTAL HEALTH CARE INC MENT 8132722244 5707 N 22ND STREET TAMPA FL 33610 STEVEN WELCH CFO 8132398064 2024-05-08 1 STEVEN WELCH 999009999 1 SAM A LAZZARA P01342929 8138757774 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GRACEPOINT STEVEN WELCH 5707 N 22ND STREET TAMPA FL 33610 51700355 0 X WWW.GRACEPOINTWELLNESS.LIVE X 1948 FL SEE SCHEDULE O. 17 16 831 17 0 0 22917341 26047100 18869632 20818818 148529 229123 121033 129388 42056535 47224429 0 0 0 0 32440766 33879849 0 0 0 8964151 11006050 41404917 44885899 651618 2338530 38052492 39544631 6117656 5119266 31934836 34425365 X WE PROVIDE INNOVATIVE, COMPREHENSIVE INPATIENT, OUTPATIENT, MEDICAL, COMMUNITY BASED PREVENTION & TREATMENT SERVICES FOR PEOPLE WHO EXPERIENCE MENTAL HEALTH, SUBSTANCE USE AND/OR ADDICTION CHALLENGES; AND TO FOSTER LOW INCOME HOUSING. 1 1 23675454 14579950 EMERGENCY AND ACUTE CARE - THIS PROGRAM SERVES PATIENTS IN ACUTE PSYCHIATRIC CRISIS NEEDING EMERGENCY SCREENING/EVALUATION AND CRISIS INTERVENTION/BRIEF COUNSELING. THE CRISIS STABILIZATION UNIT PROVIDES INPATIENT PSYCHIATRIC SERVICES THAT FOCUS ON THE STABILIZATION OF THE PATIENTS ACUTE CRISIS AS WELL AS INTEGRATION BACK INTO THE GENERAL COMMUNITY/POPULATION. PATIENT'S NEEDS ARE IDENTIFIED AT THE TIME OF ADMISSION TO ENSURE THAT AN INDIVIDUALIZED TREATMENT PLAN/PROCESS IS DEVELOPED AND IMPLEMENTED TO ENSURE OPTIMUM STABILIZATION AND RECOVERY ARE OBTAINED IN THE SHORTEST POSSIBLE TIME-FRAME WITH REINTEGRATION BACK INTO THE COMMUNITY. 7376121 5096611 OUTPATIENT - THIS PROGRAM PROVIDES PSYCHIATRIC SERVICES TO ADULTS AND CHILDREN BY PSYCHIATRISTS AND NURSE PRACTITIONERS. INDIVIDUAL AND GROUP THERAPY SERVICES ARE ALSO OFFERED BY LICENSED CLINICIANS. SOCIAL REHABILITATION THAT FOCUSES ON DAILY LIVING, BUDGETING AND MEDICATION COMPLIANCE FOR THE SEVERELY MENTALLY ILL IS ALSO PROVIDED. IN ADDITION, THIS PROGRAM INCLUDES THE PROVISION OF PRIMARY CARE SERVICES AND CARE COORDINATION TO PROMOTE INCREASED HEALTH OUTCOMES TO THOSE PATIENTS CHOOSING GRACEPOINT AS THEIR HEALTH HOME. 3584136 15250 CHILDRENS COMMUNITY SERVICES - THIS PROGRAM PROVIDES MANY SERVICES INCLUDING: FAMILY THERAPY, INDIVIDUAL THERAPY, GROUP THERAPY, MEDICATION MANAGEMENT, MOTIVATIONAL INTERVIEWING, TRAUMA INFORMED CARE, TARGETED CASE MANAGEMENT, TRANSPORTATION TO APPOINTMENTS, MENTORING, LEGAL SYSTEM ADVOCACY AND COORDINATION, PARENTING SKILLS, BEHAVIOR MODIFICATION, AND RESPITE SERVICES. PATIENTS ARE ASSESSED PRIOR TO ADMISSION BY A LICENSED CLINICIAN TO DETERMINE TREATMENT NEEDS. 4085069 1132187 GRACEPOINT'S MISSION IS EDUCATING, ADVOCATING FOR AND GIVING HOPE TO ALL PEOPLE TOUCHED BY BEHAVIORAL HEALTH, SUBSTANCE ABUSE AND DEVELOPMENTAL CHALLENGES. SIGNIFICANT ACTIVITIES OF GRACEPOINT ARE BASED ON PROVIDING THE MOST EFFECTIVE AND EFFICIENT BEHAVIORAL HEALTH AND SOCIAL SUPPORT SERVICES FOR CHILDREN, ADULTS AND FAMILIES THAT FACILITATE IMPROVED HEALTH AND POSITIVE CHANGE.GRACEPOINT PROVIDES THOSE SERVICES THROUGH A COMPREHENSIVE MODEL THAT ADDRESSES THE MULTIFACETED, COMPLEX AND INTERRELATED MODALITIES OF BEHAVIORAL AND MEDICAL NEEDS OF CHILDREN, ADULTS AND FAMILIES. SERVICES ARE PROVIDED REGARDLESS OF A PERSON'S SEX, NATIONALITY AND/OR RELIGION; AND ARE ADMINISTERED WITH RESPECT TO THE INDIVIDUAL. THE AGENCY IS COMMITTED TO INCREASING THE COMMUNITY'S AWARENESS OF METHODS TO PREVENT AND/OR TREAT MENTAL HEALTH AND SUBSTANCE ABUSE NEEDS, AND ACCOMPLISHES THAT THROUGH A VARIETY OF COMMUNITY EDUCATION ACTIVITIES AND INVOLVEMENT ON A BROAD RANGE OF COLLABORATIVE HEALTH RELATED INITIATIVES IN THE COMMUNITY.IN ADDITION TO OUTPATIENT SERVICES FOR CHILDREN AND ADULTS THAT ALSO INCLUDE IN-HOME THERAPY (IMPACT) AND THE COMMUNITY'S ONLY MOBILE CRISIS RESPONSE TEAM (MCRT), GRACEPOINT IS THE PRIMARY PROVIDER FOR BOTH ADULT AND CHILDREN (AGES 5 - 17) INPATIENT CRISIS CENTERS FOR THE COMMUNITY. THESE INPATIENT CRISIS CENTERS PROVIDE EMERGENCY STABILIZATION CARE FOR CHILDREN OR ADULTS EXPERIENCING SEVERE MENTAL, EMOTIONAL OR BEHAVIORAL CHALLENGES. 4085069 1132187 38720780 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 114 0 1 831 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X STEVEN WELCH CFO 8132398063 5707 N 22ND STREET TAMPA FL 33610 CHUCK MELENDI CHAIRMAN 1.00 X 0 0 0 KIM O'BRIEN VICE CHAIRMAN 1.00 X 0 0 0 DAVID TARABOCCHIA SECRETARY/TREASURER 1.00 X 0 0 0 DOUG ARTHUR BOARD MEMBER 1.00 X 0 0 0 JOHN BYCZEK BOARD MEMBER 1.00 X 0 0 0 AMANDIA CRAIG BOARD MEMBER 1.00 X 0 0 0 JOHN GRANDOFF BOARD MEMBER 1.00 X 0 0 0 LEE GREEN BOARD MEMBER 1.00 X 0 0 0 KIM JENKINS BOARD MEMBER 1.00 X 0 0 0 MICHAEL LONGLEY MD BOARD MEMBER 1.00 X 0 0 0 ARNITA MCKINNIE BOARD MEMBER 1.00 X 0 0 0 MARTHA MONFRIED BOARD MEMBER 1.00 X 0 0 0 CAROLYN ROSTETTER BOARD MEMBER 1.00 X 0 0 0 DAVID SCHLAIFER BOARD MEMBER 1.00 X 0 0 0 RAY SIKORSKI BOARD MEMBER 1.00 X 0 0 0 JACKIE TOLEDO BOARD MEMBER 1.00 X 0 0 0 GARY WHITE BOARD MEMBER 1.00 X 0 0 0 JOE RUTHERFORD CEO 40.00 1.00 X 281662 0 30454 ROAYA TYSON COO/CEO 40.00 1.00 X 251443 0 23161 RAFAEL JARDON CFO (7/1/22 - 10/03/22) 40.00 1.00 X 166023 0 18119 PAUL MOORE CIO 40.00 X 135256 0 26070 STEVEN WELCH CFO (10/03/22 - PRESENT) 40.00 1.00 X 211201 0 17872 JOE LALLANILLA COO 40.00 1.00 X 101490 0 19289 DR SUSAN MURRAY PSYCHIATRIST 60.00 X 576296 0 27000 DR KRISTIE JETTER PSYCHIATRIST 40.00 X 350659 0 32126 DR QUAMRUL CHOWDHURY PSYCHIATRIST 40.00 X 302001 0 36766 DR VASHAUN WILLIAMS PSYCHIATRIST 40.00 X 290403 0 29330 DR OGUGUA ANENE-MAIDOH PSYCHIATRIST 40.00 X 290002 0 19743 2956436 0 279930 30 0 1 0 CROTHAL HEALTHCARE 13028 COLLECTION CENTER DR CHICAGO IL 60693 JANITORIAL SERVICES 561457 NETSMART TECHNOLOGIES P O BOX 713519 PHILADELPHIA PA 19171 IT SERVICES FOR HEALTHCARE PROVIDERS 481343 MEALS ON WHEELS 550 WEST HILLSBOROUGH AVE TAMPA FL 33603 MEALS 385358 UNIVERSITY OF SOUTH FLORIDA P O BOX 864568 ORLANDO FL 32886 MEDICAL RESIDENTS 350010 CLEMENY FOSS ARCHITECTS 2709 SOUTH MCDILL AVE TAMPA FL 33629 ARCHITECTURAL SERVICES 338354 16 25723806 323294 22623 26047100 NET PATIENT REVENUE 900099 19594001 19594001 OTHER PROGRAM REVENUE 900099 1224817 1224817 20818818 116863 116863 999285 875077 124208 124208 124208 3713109 3600849 112260 112260 112260 MEDICAL REPORTS 900099 5180 5180 5180 47224429 20823998 0 353331 1282040 1155987 126053 27723782 25112440 2611342 544263 471641 72622 2261110 1959406 301704 2068654 1792631 276023 18845 9903 8942 77571 40762 36809 15879 15879 2281360 1198987 1082373 2413878 2170189 243689 293766 222271 71495 73328 73328 1066929 848497 218432 787975 694957 93018 MEDICAL & PHARMACY 1145314 1116265 29049 EQUIPMENT AND FURNISHIN 997199 233730 763469 FOOD SERVICES 920994 882115 38879 SUPPLIES 913012 810999 102013 44885899 38720780 6165119 0 2933777 1624072 3689313 725189 3437392 4645010 3131247 2618425 417062 540570 1137777 1553941 37736049 16287475 20577419 21448574 2728505 6056751 0 332099 38052492 39544631 2029516 895861 3220869 4223405 867271 0 6117656 5119266 X 28539809 31401999 3395027 3023366 31934836 34425365 38052492 39544631 2338530 151999 0 X X 0 1 X 1 1 1 X 19593526 20577909 24647584 22917341 26047100 113783460 19593526 20577909 24647584 22917341 26047100 113783460 113783460 533335 440399 413744 208007 241071 1836556 115620016 0.98410 0.98340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2089080 2089080 15876099 4208768 11667331 14857776 7434142 7423634 4913094 4644565 268529 21448574 CORPORATE DEBT SECURITIES 1429489 F CORPORATE EQUITY SECURITIES 1811152 F GOVERNMENT SECURITIES 841019 F MUTUAL FUNDS 1975091 F 6056751 X 47870383 151999 875077 1027076 46843307 15879 365243 381122 47224429 45745097 875077 875077 44870020 15879 15879 44885899 PART X, LINE 2: GRACEPOINT HAS BEEN RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES, RESPECTIVELY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PRESENTED IN THESE FINANCIAL STATEMENTS. HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION, IF ANY, OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. GRACEPOINT IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. TAX YEARS AFTER 2019 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 875,077. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME, NET 365,243. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 875,077. X X X X 1 0 0 0 0 0 0 0 0 DR SUSAN MURRAY PSYCHIATRIST 575296 0 1000 0 0 0 27000 0 0 0 603296 0 0 0 DR KRISTIE JETTER PSYCHIATRIST 349659 0 1000 0 0 0 20500 0 11626 0 382785 0 0 0 DR QUAMRUL CHOWDHURY PSYCHIATRIST 301001 0 1000 0 0 0 25146 0 11620 0 338767 0 0 0 DR VASHAUN WILLIAMS PSYCHIATRIST 285403 0 5000 0 0 0 14606 0 14724 0 319733 0 0 0 JOE RUTHERFORD CEO 241662 0 40000 0 0 0 11997 0 18457 0 312116 0 0 0 DR OGUGUA ANENE-MAIDOH PSYCHIATRIST 289002 0 1000 0 0 0 19638 0 105 0 309745 0 0 0 ROAYA TYSON COO/CEO 236443 0 15000 0 0 0 10464 0 12697 0 274604 0 0 0 STEVEN WELCH CFO (10/03/22 - PRESENT) 201201 0 10000 0 0 0 8662 0 9210 0 229073 0 0 0 RAFAEL JARDON CFO (7/1/22 - 10/03/22) 161023 0 5000 0 0 0 6973 0 11146 0 184142 0 0 0 PAUL MOORE CIO 134256 0 1000 0 0 0 25713 0 357 0 161326 0 0 0 PART I, LINE 4A RAFAEL JARDON - $15,054 DAS HEALTH DAVID SCHLAIFER, BOARD MEMBER, IS THE CEO. 77814 DAVID SCHLAIFER IS THE CEO OF DAS HEALTH WHICH IS A VENDOR OF GRACEPOINT AND THEY ARE IMPLEMENTING A BILLING SOFTWARE FOR THE HEALTH CLINIC. 0 FORM 990, PART III, LINE 2 IN JANUARY 2023 MENTAL HEALTH CARE, INC. INITIATED THE FACT PROGRAM (FLORIDA ASSERTIVE COMMUNITY TREATMENT) TO PROVIDE TREATMENT, REHABILITATION AND SUPPORTING SERVICES TO ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS. FORM 990, PART III, LINE 3 FAMILY NET CEASED ON 6/30/2023. FAMILY NET WAS A SHORT TERM IN-HOME PROGRAM TO ASSIST FAMILIES IN CRISIS. FORM 990, PART VI, SECTION B, LINE 11B THE CFO PRESENTS THE 990 TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES THE SALARY OF THE CEO AND OTHER KEY OFFICERS/EMPLOYEES OF THE ORGANIZATION. THE VP OF HUMAN RESOURCES ASSISTS THE BOARD BY CONDUCTING A SURVEY OF OTHER STATE AND LOCAL AGENCIES PROVIDING SIMILAR SERVICES. GRACEPOINT DESIRES TO ENSURE THAT ITS EXECUTIVE COMPENSATION PROGRAM IS COMPETITIVE, FAIR AND EQUITABLE, COMPLIANT WITH REGULATORY GUIDELINES AND REPRESENTATIVE OF MARKET BEST PRACTICES. THE TRUSTEES' DECISION MAKING PROCESS INCLUDES THE EVALUATION OF PAY PRACTICES FOR THE INDUSTRY AND RELIES UPON APPROPRIATE INDEPENDENT COMPARABILITY DATA TO SUPPORT ITS DECISION MAKING PROCESS. EXECUTIVE COMPENSATION PROGRAMS AND DECISIONS WILL BE APPROVED IN ADVANCE OF THEIR IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND THE FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. GRACEPOINT FOUNDATION INC 5707 N 22ND STREET TAMPA FL 33610 591622729 FUNDRAISING TO SUPPORT MENTAL HEALTH CARE, INC. FL 501(C)(3) LINE 7 MENTAL HEALTH CARE INC 0 BRANDON APARTMENTS INC 5707 N 22ND STREET TAMPA FL 33610 593621942 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 10 MENTAL HEALTH CARE INC 1 ROME APARTMENTS INC 5707 N 22ND STREET TAMPA FL 33610 593367808 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 10 MENTAL HEALTH CARE INC 1 ALEXANDER APARTMENTS OF PLANT CITY INC 5707 N 22ND STREET TAMPA FL 33610 593578632 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 10 MENTAL HEALTH CARE INC 1 HUBERT APARTMENTS INC 5707 N 22ND STREET TAMPA FL 33610 593417481 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 10 MENTAL HEALTH CARE INC 1 ARMENIA-EDDY APARTMENTS INC 5707 N 22ND STREET TAMPA FL 33610 593503568 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 10 MENTAL HEALTH CARE INC 1 MENTAL HEALTH CARE AFFORDABLE HOUSING IV INC 5707 N 22ND STREET TAMPA FL 33610 611681018 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 10 MENTAL HEALTH CARE INC 1 NSP III INC 5707 N 22ND STREET TAMPA FL 33610 364728400 PROVIDE LOW INCOME HOUSING TO THE MENTALLY ILL FL 501(C)(3) LINE 10 MENTAL HEALTH CARE INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ALL 5 HUD PROPERTIES Q 94834 CASH