2015-03-03T19:29:07-06:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 147 AVENUE C SW SUITE 101 WINTER HAVEN FL 338803258 990 2013-07-01 590818924 PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT INC PEAC 8635190575 PO BOX 1559 BARTOW FL 338311559 DAVID TOURNADE CHIEF FINANCIAL OFFICER 8635190575 2015-02-27 1 TORI LEHMAN P00313085 8632944131 2015-02-22 2013 2016-02-25 16:41:14Z J WILLIAM GARDAM PO BOX 1559 BARTOW FL 338311559 23357233 0 X WWW.PEACERIVERCENTER.ORG X 1967 FL TO ENGAGE, RESTORE AND EMPOWER INDIVIDUALS IN OUR COMMUNITY TO REACH THEIR FULLEST POTENTIAL. 19 19 475 147 79728 0 14132364 15546038 7689804 7456433 25966 28728 226437 218878 22074571 23250077 494634 499506 0 0 16674131 17177141 0 0 398645 4864608 5020263 22033373 22696910 41198 553167 8584535 9506581 4361698 4730577 4222837 4776004 X PEACE RIVER CENTER'S MISSION IS TO ENGAGE, RESTORE AND EMPOWER INDIVIDUALS IN OUR COMMUNITY TO REACH THEIR FULLEST POTENTIAL. 0 0 15331674 499506 4470280 THE ADULT MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAM PROVIDES INPATIENT CRISIS RELATED AND OUTPATIENT RESTORATIVE CARE BEHAVIORAL HEALTH SERVICES TO THE CITIZENS OF POLK, HIGHLANDS AND HARDEE COUNTIES. THE SERVICES INCLUDE INPATIENT CRISIS STABILIZATION, SECURED RESIDENTIAL TREATMENT, CASE MANAGEMENT, OUTPATIENT THERAPY, EMPLOYMENT ASSISTANCE, CLUBHOUSE, ASSERTIVE COMMUNITY TREATMENT AND OTHER SERVICES. THE PROGRAM SERVED 7,547 INDIVIDUALS DURING THE YEAR AND PROVIDED 141,881 SERVICES TO THOSE INDIVIDUALS. 2947224 1460207 THE CHILDREN'S MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAM PROVIDES INPATIENT CRISIS RELATED AND OUTPATIENT RESTORATIVE CARE BEHAVIORAL HEALTH SERVICES TO THE CITIZENS OF POLK, HIGHLANDS AND HARDEE COUNTIES. THE SERVICES INCLUDE INPATIENT CRISIS STABILIZATION, CASE MANAGEMENT, OUTPATIENT THERAPY AND OTHER SERVICES. THE PROGRAM SERVED 4,357 INDIVIDUALS DURING THE YEAR AND PROVIDED 52,879 SERVICES TO THOSE INDIVIDUALS. 1696575 491187 THE VICTIM SERVICES PROGRAM PROVIDES SERVICES TO VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE IN THE POLK, HIGHLANDS AND HARDEE COUNTIES. THE SERVICES ARE PROVIDED FREE OF CHARGE AND INCLUDE ACCESS TO SHELTER, INDIVIDUAL AND GROUP COUNSELING, SAFETY PLANNING, 24 HOUR CRISIS HOTLINE AND OTHER SERVICES. THE PROGRAM SERVED 1,026 WOMEN AND CHILDREN, 36 MEN AND ANSWERED 1,355 CRISIS CALLS DURING THE YEAR. 2271760 1034759 OTHER SERVICES INCLUDE A CHILDREN'S REUNIFICATION PROGRAM, A WELLNESS CLINIC AND OTHER SUPPORTING SERVICES TO OUR CLIENTS. 2271760 1034759 22247233 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 57 0 1 475 1 1 1 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X DAVID TOURNADE 8635190575 1239 E MAIN STREET BARTOW FL 33830 X DEBORAH GARRINGER CPA CHAIRMAN 2.00 X X 0 0 0 AL DORSETT VICE CHAIRMAN 2.00 X X 0 0 0 MICHAEL MICALLEF TREASURER 2.00 X X 0 0 0 MAJOR PAUL BAGGETT SECRETARY 2.00 X X 0 0 0 CLARENCE B GRIER SR DIRECTOR 2.00 X 0 0 0 CHERYL R DEE PHD DIRECTOR 2.00 X 0 0 0 STANLEY B REED DIRECTOR 2.00 X 0 0 0 EDWARD G WEED DIRECTOR 2.00 X 0 0 0 PETER GOLOTKO CPAPFS MBA DIRECTOR (SEE SCHEDULE O) 2.00 X 0 0 0 JENNIFER R MARCHI DIRECTOR 2.00 X 0 0 0 DAVID S BERGDOLL DIRECTOR 2.00 X 0 0 0 JEFFREY L ROTH DIRECTOR 2.00 X 0 0 0 JOHN C BURTON DIRECTOR 2.00 X 0 0 0 SOZON VATIKIOTIS DIRECTOR (SEE SCHEDULE O) 2.00 X 0 0 0 DAVID MURPHY DIRECTOR 2.00 X 0 0 0 CHARLES CARLTON DIRECTOR 2.00 X 0 0 0 S L FRISBIE DIRECTOR 2.00 X 0 0 0 TOM PHILLIPS DIRECTOR 2.00 X 0 0 0 ROBERT S BODOLAY RHU DIRECTOR 2.00 X 0 0 0 J WILLIAM GARDAM CHIEF EXECUTIVE OFFICER - JULY 2013 40.00 X 88258 0 6178 DAVID TOURNADE CHIEF FINANCIAL OFFICER 40.00 X 132484 0 9274 BENNIE ALLRED CHIEF OPERATING OFFICER 40.00 X 116129 0 8129 ALICE KING MD PSYCHIATRIST 40.00 X 203813 0 14267 ALVARO RESTREPO MD PSYCHIATRIST 40.00 X 171898 0 12033 JORGE DORTA-DUQUE MD MEDICAL DIRECTOR 40.00 X 251602 0 17612 PATRICIA CLARK NURSE PRACTITIONER 40.00 X 178111 0 12468 1142295 0 79961 6 0 1 0 0 10384 167511 14892775 475368 271567 15546038 MEDICAID 624100 6293033 6293033 MEDICARE 624100 460082 460082 PATIENT SERVICE FEE 624100 382154 382154 OTHER INCOME 624100 304015 304015 PROGRAM INCOME 624100 17149 17149 7456433 28728 28728 139150 0 139150 139150 139150 71764 167511 71764 0 115120 35392 79728 79728 23250077 7456433 79728 167878 499506 499506 339285 339285 13966481 13776640 875 188966 261540 257421 1379 2740 1586016 1560694 8476 16846 1023819 1007698 5397 10724 37233 37233 23836 23836 24000 24000 798393 796875 240 1278 3354 3354 1090753 1013579 9710 67464 226497 226497 898956 850186 43 48727 344926 343977 355 594 115848 115153 692 3 437353 437353 300767 300704 3 60 FOOD SERVICES 226986 226960 26 0 MEDICAL AND PHARMACY 219794 219758 36 DONATED PHARMACEUTICALS 210360 210360 DONATED THRIFT SHOP ITE 61207 61207 22696910 22247233 51032 398645 482944 476189 1724636 2647614 1485480 1613407 911380 549083 55294 55294 164531 211092 135831 391823 9544144 6078694 3482815 3465450 1579 1579 12828 14418 25282 20615 101935 60017 8584535 9506581 1484229 1959340 285277 280577 93846 52222 2492403 2432495 5943 5943 4361698 4730577 X 4222837 4776004 4222837 4776004 8584535 9506581 553167 0 X 0 1 X 1 1 1 X 15034843 14683290 14062691 14132364 15546038 73459226 35000 35000 35000 35000 35000 175000 15069843 14718290 14097691 14167364 15581038 73634226 73634226 180754 168249 184203 170680 167878 871764 74505990 35368769 0.98830 0.98820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 24000 0 0 24000 0 0 1 X 514813 514813 4404286 2966751 1437535 1793505 1197327 596178 2572000 1914616 657384 259540 259540 3465450 SECURITY DEPOSITS 5943 5943 X 23380813 23580 107156 130736 23250077 0 23250077 22827646 23580 107156 130736 22696910 0 22696910 PART IV, LINE 2B: THE ORGANIZATION IS CUSTODIAN OF SOCIAL SECURITY INCOME FUNDS PAID TO CLIENTS WHILE CLIENTS ARE INPATIENTS OF THE SRT (SHORT TERM RESIDENTIAL TREATMENT CENTER) OR RESIDENTS OF THE GROUP HOMES OR APARTMENTS. FUNDS ARE DISPERSED TO CLIENTS UPON THEIR REQUEST, AND ANY REMAINING FUNDS ARE RETURNED TO THE CLIENTS UPON THEIR DISCHARGE FROM THE FACILITY. PART X, LINE 2: PEACE RIVER CENTER HAS QUALIFIED AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND IS GENERALLY NOT SUBJECT TO INCOME TAXATION, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. PEACE RIVER CENTER PROVIDES FOOD SERVICES ON A CONTRACT BASIS WHICH IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. PEACE RIVER CENTER DOES NOT HAVE A TAX LIABILITY ON ITS UNRELATED BUSINESS ACTIVITY. PEACE RIVER CENTER FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. PEACE RIVER CENTER IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. PEACE RIVER CENTER TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011 THROUGH JUNE 30, 2013 ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES IN ACCORDANCE WITH PRESCRIBED STATUTES. PEACE RIVER CENTER HAS NOT BEEN EXAMINED FOR ANY OPEN YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOOD COSTS 35,392. FUNDRAISING DIRECT COSTS 71,764. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOOD COSTS 35,392. FUNDRAISING DIRECT COSTS 71,764. FULL MOON HOWL 239275 167511 71764 21043 25159 13335 12227 239275 167511 71764 21043 25159 13335 12227 71764 0 1 RENT/UTILITIES/DENTAL/FURNISHINGS 537 499506 X X X 0 0 0 0 0 0 0 1 0 ALICE KING MD PSYCHIATRIST 203813 0 0 0 0 0 0 0 14267 0 218080 0 0 0 ALVARO RESTREPO MD PSYCHIATRIST 171898 0 0 0 0 0 0 0 12033 0 183931 0 0 0 JORGE DORTA-DUQUE MD MEDICAL DIRECTOR 251602 0 0 0 0 0 0 0 17612 0 269214 0 0 0 PATRICIA CLARK NURSE PRACTITIONER 178111 0 0 0 0 0 0 0 12468 0 190579 0 0 0 PART I, LINE 7 PATRICIA CLARK RECEIVED INCENTIVE PAY WHICH WAS CALCULATED ON FIXED DOLLAR AMOUNT PER BILLABLE HOUR OVER A DESIGNATED BASE NUMBER OF BILLABLE HOURS. X 1 210360 X SUPPLIES 1 61207 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE INDEPENDENT ACCOUNTING FIRM THAT PERFORMS THE ANNUAL AUDIT ALSO ASSISTS IN PREPARING THE FORM 990. MANAGEMENT PROVIDES THE ACCOUNTING FIRM WITH THE ADDITIONAL INFORMATION NECESSARY TO COMPLETE THE FORM 990, AND REVIEWS FOR ACCURACY. THE COMPLETED FORM 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE WHICH REVIEWS AND ACCEPTS AFTER ALL QUESTIONS ARE ANSWERED. THE FINANCE COMMITTEE MAKES A COPY OF THE FORM 990 AVAILABLE TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. BOARD MEMBERS, OFFICERS AND MEMBERS OF SENIOR MANAGEMENT MUST REVIEW AND SIGN A STATEMENT ANNUALLY DISCLOSING OR UPDATING THEIR INTEREST, AND THOSE OF THEIR FAMILY MEMBERS, THAT COULD GIVE RISE TO A CONFLICT OF INTEREST IN THE OPERATIONS OF PEACE RIVER CENTER. STAFF ISSUES ARE ADDRESSED WITH THE CHIEF EXECUTIVE OFFICER (CEO); BOARD MEMBER ISSUES ARE ADDRESSED WITH THE CEO AND BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE COMPENSATION COMMITTEE WAS FORMED AND A CHAIR OF THE COMMITTEE WAS APPOINTED. AN EVALUATION OF THE CEO'S PERFORMANCE WAS OBTAINED AND REVIEWED, THIS WAS ACCOMPLISHED BY SURVEYING THE BOARD MEMBERS AS WELL AS EXECUTIVE TEAM/MANAGEMENT. TO UPDATE AND VALIDATE THE RANGE OF RECOMMENDED COMPENSATION FOR THE CEO POSITION, THE CHAIR OBTAINED NATIONAL SURVEY DATA FOR COMPARABLE MENTAL HEALTH AND HEALTH CARE ENTITIES. IN ADDITION TO THIS SURVEY DATA, THE COMMITTEE OBTAINED CEO COMPENSATION INFORMATION THROUGH GUIDESTAR FROM FORMS 990 FOR SELECTED FLORIDA COMMUNITY MENTAL HEALTH ENTITIES THAT THE COMMITTEE FELT WERE COMPARABLE BOTH IN BUDGET AND SCOPE OF SERVICES MANAGED. USING A COMBINATION OF THE NATIONAL SURVEY DATA AND THE FLORIDA CEO COMPENSATION FIGURES OBTAINED THROUGH GUIDESTAR, THE COMMITTEE DEVELOPED AND RECOMMENDED AN UPDATED CEO COMPENSATION RANGE FOR THE CURRENT FISCAL YEAR. THE RANGE WAS RECOMMENDED TO THE EXECUTIVE COMMITTEE WHO COMPARED TO THE CURRENT COMPENSATION FOR THE CEO AND A RECOMMENDATION WAS THEN MADE TO THE BOARD FOR ACTION TO ADJUST ACCORDINGLY. THE CEO REVIEWS THE PERFORMANCE OF THE OTHER CORPORATE OFFICERS AND PERIODICALLY REVIEWS SALARY RANGES. THE HUMAN RESOURCES DEPARTMENT COORDINATES AND CONDUCTS THE SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII, SECTION A: COMPENSATION OF DIRECTORS PETER GOLOTKO IS A PRINCIPAL IN A FIRM THAT MANAGES RETIREMENT PLANS. THIS FIRM HAS BEEN RETAINED BY PEACE RIVER CENTER TO MANAGE THE 401K AND 403B PLANS AND IS A CO-FIDUCIARY IN THE ADMINISTRATION OF THE PLANS. THE FIRM RECEIVES COMPENSATION FROM THE PLAN PARTICIPANTS. THE FIRM WAS SELECTED THROUGH A COMPETITIVE BID PROCESS. SOZON VATIKIOTIS IS THE CEO OF AN INSURANCE BROKERAGE FIRM THAT PROVIDES SERVICES RELATED TO THE PEACE RIVER CENTER HEALTH AND WELFARE BENEFIT PLANS. THE FIRM RECEIVES COMPENSATION FROM THE INSURANCE COMPANIES HIRED TO PROCESS CLAIMS AND PROVIDE STOP-LOSS COVERAGE. THE FIRM WAS SELECTED THROUGH A COMPETITIVE BID PROCESS. BEHAVIORAL HEALTH PROFESSIONALS LLC 1239 MAIN ST BARTOW FL 33830 INACTIVE FL N/A PEACE RIVER CENTER PROPERTIES INC PO BOX 1559 BARTOW FL 33831 592527684 HOUSING FL 501(C)(3) LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0