SMA HEALTHCARE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SMA HEALTHCARE INC (EIN 59-0976866)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201541359349302439
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T09:17:25-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593204548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 EXECUTIVE CIRCLE | AddressLine1 |
| City | DAYTONA BEACH | City |
| State | FL | State |
| ZIP Code | 321141180 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590976866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMA BEHAVIORAL HEALTH SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAB | BusinessNameControlTxt |
| Phone | 3862363200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 WILLIS AVENUE | AddressLine1 |
| City | DAYTONA BEACH | City |
| State | FL | State |
| ZIP Code | 32114 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVAN COSIMI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3862363200 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A HALLERAN | PreparerPersonNm |
| PTIN | P00005496 | PTIN |
| Phone | 3862574100 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART-MARCHMAN-ACT BEHAVIORAL HEALTHCARE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | IVAN COSIMI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 WILLIS AVENUE | AddressLine1 |
| City | DAYTONA BEACH | City |
| State | FL | State |
| ZIP Code | 32114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,828,081 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SMABEHAVIORAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 1131 | TotalEmployeeCnt |
| Total Volunteers | 278 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,016,380 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,746,178 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,484,534 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,728,741 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,656 | PYInvestmentIncomeAmt |
| CY Investment Income | $73,065 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,184 | PYOtherRevenueAmt |
| CY Other Revenue | $14,311 | CYOtherRevenueAmt |
| PY Total Revenue | $42,706,754 | PYTotalRevenueAmt |
| CY Total Revenue | $43,562,295 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,147,266 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,143,055 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,095,640 | PYOtherExpensesAmt |
| CY Other Expenses | $18,666,345 | CYOtherExpensesAmt |
| PY Total Expenses | $42,242,906 | PYTotalExpensesAmt |
| CY Total Expenses | $43,809,400 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $463,848 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$247,105 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,641,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,880,739 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,778,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,705,735 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,862,927 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,175,004 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,076,961 | ExpenseAmt |
| Revenue | $760,138 | RevenueAmt |
| Desc | RESIDENTIAL LEVEL II - SMA PROVIDES RESIDENTIAL, GENDER-SPECIFIC PROGRAMS FOR VOLUNTARY OR INVOLUNTARY INDIVIDUALS WHOSE SUBSTANCE ABUSE/CO-OCCURRING DISORDERS CANNOT BE ADDRESSED IN A LESS RESTRICTIVE SETTING. RESIDENTIAL PROGRAMS RANGE FROM 6 TO 12 WEEKS IN DURATION DEPENDING ON THE INDIVIDUALIZED NEEDS OF THE CLIENT. PSYCHIATRIC EVALUATION AND THE MANAGEMENT OF PSYCHOTROPIC MEDICATIONS ARE PROVIDED IN ADDITION TO THERAPEUTIC INTERACTION. IN FY 13-14 THE ADULT RESIDENTIAL PROGRAM (ART) SERVED 91 CLIENTS IN PUTNAM COUNTY.PROJECT WARM, A COMPREHENSIVE SUBSTANCE ABUSE RESIDENTIAL TREATMENT PROGRAM PROVIDING SERVICES FOR PREGNANT AND POSTPARTUM WOMEN AND THEIR CHILDREN AGE 5 AND UNDER, SERVED 178 WOMEN AND 91 CHILDREN DURING FY 13-14. A TOTAL OF 15 DRUG-FREE BABIES WERE BORN AT PROJECT WARM DURING THE SAME PERIOD.REALITY HOUSE IS A UNIQUE, 117-BED THERAPEUTIC COMMUNITY FOR OFFENDERS FROM THE DEPARTMENT OF CORRECTIONS AND IS THE ONLY PROGRAM OF ITS KIND IN FLORIDA. THE REALITY HOUSE THERAPEUTIC COMMUNITY PROGRAM OFFERS A POSITIVE ENVIRONMENT FOR LEARNING HOW TO BE ACCOUNTABLE FOR ONE'S CHOICES IN A CARING COMMUNITY WHERE MEMBERS CAN HELP THEMSELVES AND EACH OTHER MAKE POSITIVE CHANGES. CLIENTS SERVED IN THIS PROGRAM TOTALED 319 IN FY 13-14.THE SUPPORTIVE HOUSING PROGRAM PROVIDES A SAFE, SOBER, AND SUPPORTIVE LIVING ENVIRONMENT FOR PERSONS THAT ARE HOMELESS, AND SPECIFICALLY TARGETS THE CHRONICALLY ADDICTED, OFTEN DUALLY-DIAGNOSED AND RESIDING IN EMERGENCY SHELTERS, TRANSITIONAL HOUSING OR TREATMENT PROGRAMS. SMA CURRENTLY HOUSES 16 RESIDENTS AND 6 CHILDREN.THE RESIDENTIAL ADOLESCENT PROGRAM (RAP) SERVES SUBSTANCE DEPENDENT YOUTH UTILIZING INDIVIDUAL, GROUP AND FAMILY INTERVENTIONS. THE PROGRAM IS STAFFED BY LICENSED AND CERTIFIED CLINICAL AND NURSING STAFF, CASE MANAGERS AND YOUTH SPECIALISTS WITH PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT AVAILABLE. THE RAP PROGRAM SERVED 82 YOUTH AND THEIR FAMILIES DURING FY 13-14.TARGETED YOUTH SERVICES CONSISTS OF FOUR PROGRAMS: SERVICE MANAGEMENT, BEACH HOUSE, FIGHTING FAIR FOR FAMILIES AND SAFE PLACE THAT WORK IN CONJUNCTION WITH ONE ANOTHER TO REACH AS MANY YOUTH EXPERIENCING DIFFICULTIES AT SCHOOL AND AT HOME AS POSSIBLE. THE SERVICE MANAGEMENT AND FIGHTING FAIR FOR FAMILIES COMPONENTS WORK WITH YOUTH, THEIR FAMILIES AND THE SCHOOLS. SAFE PLACE AND BEACH HOUSE, WHICH IS A SHORT-TERM RESIDENTIAL PROGRAM, BRING YOUTH OFF THE STREETS AND PROVIDE SHELTER, MEALS, GROUP COUNSELING, EDUCATIONAL GROUPS, INDIVIDUAL AND FAMILY THERAPY. THE TARGET YOUTH SERVICES CONTINUUM PROVIDED SERVICES TO 439 YOUTH AND THEIR FAMILIES IN FY 13-14. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,440,890 | ExpenseAmt |
| Revenue | $4,536,449 | RevenueAmt |
| Desc | PHARMACY - SMA'S PHARMACY FILLED 63,351 PRESCRIPTIONS DURING FY 13-14; PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS OUTPATIENT CLIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,293,891 | ExpenseAmt |
| Revenue | $3,947,291 | RevenueAmt |
| Desc | SHELTERED WORKSHOP - SMA'S SHELTERED WORKSHOP INCLUDES THE FOLLOWING SEGMENTS OF SERVICE: THE ENRICHMENT AND STEP-UP PROGRAMS PROVIDE PSYCHOSOCIAL REHABILITATION SERVICES TO ADULTS WITH DISABILITIES THROUGH ITS PRE-VOCATIONAL TRAINING GROUPS THAT PROVIDE LIGHT MANUFACTURING, ASSEMBLING, AND PACKAGING OF PRODUCTS TO LOCAL AREA BUSINESSES IN ADDITION TO THEIR OWN LINE OF PRODUCTS THAT ARE AVAILABLE FOR SALE INCLUDING CRAB TRAPS, SAFETY GLASSES AND GOGGLES, EAR PLUGS, OFFICE WALL CLOCKS, DUST MOPS AND JUMPER CABLES. ENRICHMENT INDUSTRIES IS A SERVICE CONTRACT PROGRAM CONSISTING OF JANITORIAL AND LAWN CARE SERVICE CONTRACTS THAT ARE NEGOTIATED WITH THE PUBLIC AND PRIVATE SECTOR. DURING FY 13-14 444 INDIVIDUALS RECEIVED SERVICES THROUGH THESE ENRICHMENT PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,782,554 | ExpenseAmt |
| Revenue | $4,484,863 | RevenueAmt |
| Desc | THE ORGANIZATIONS OTHER PROGRAM SERVICES INCLUDE: ASSESSMENT, CRISIS SUPPORT, CRISIS STABILIZATION, INTERVENTION, OUTPATIENT, FACT TEAM, CCS TEAMS, RESIDENTIAL LEVEL 4, RESIDENTIAL DETOX, PREVENTION, INPATIENT, MEDICAL OUTPATIENT, SUPPORTED EMPLOYMENT, AND OVERLAY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $19,782,554 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,484,863 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $38,594,296 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1131 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVAN A COSIMI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3862363200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 WILLIS AVENUE | AddressLine1 |
| City | DAYTONA BEACH | City |
| State | FL | State |
| ZIP Code | 32114 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PAUL B CROW | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT G FEATHER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK C FISHER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW GURTIS | |||||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| JANET MILLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE RITCHEY | |||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) | ||
| JAMES ROSE | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| EDMOND SANDERS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE KELLY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| TED SERBOUSEK | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROSARIA UPCHURCH | |||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CHARLES FLAVIO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CYNTHIA J HAWKINS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS O'KEEFE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOWARD STANGE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BENJIE BATES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID BECK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARLINDA COPELAND | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW FOXMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT HARDWICK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARRY WOOD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SALMAN AHMED | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MELISSA MURPHY | |||||||||
| DIRECTOR/FOUNDATION CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| BRUCE PAGE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAKARI YOUNG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM C BELL | |||||||||
| CEO | 40.00 | $150,883 | $0 | $16,373 | Yes (X) | ||||
| IVAN COSIMI | |||||||||
| CFO | 40.00 | $128,057 | $0 | $13,515 | Yes (X) | ||||
| ANTONIO CANAAN | |||||||||
| CHIEF MEDICAL OFFICER | 40.00 | $282,728 | $0 | $17,046 | Yes (X) | ||||
| GUY R CZAYKOWSKY | |||||||||
| PSYCHIATRIST | 40.00 | $226,626 | $0 | $17,965 | Yes (X) | ||||
| ARTURO HERNANDEZ | |||||||||
| PSYCHIATRIST | 40.00 | $245,132 | $0 | $5,582 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,033,426 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,481 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US FOOD SERVICE | |||||
| PO BOX 198421 | ATLANTA | GA | 30384 | FOOD SERVICES DISTRIBUTOR | $578,405 |
| OWENS COMMERCIAL CLEANING | |||||
| 400 VENTURE DR SUITE A | SOUTH DAYTONA | FL | 32119 | JANITORIAL SERVICES | $405,015 |
| STAFF CARE | |||||
| PO BOX 281923 | ATLANTA | GA | 30384 | EMPLOYMENT SERVICES | $390,426 |
| NETSMART TECH | |||||
| PO BOX 823519 | PHILADELPHIA | PA | 19182 | SOFTWARE LICENSES | $272,043 |
| UNIVERSAL PREMIUM | |||||
| PO BOX 70995 | CHARLOTTE | NC | 28272 | TRAVEL - GAS CARDS FOR COMPANY CARS | $217,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $35,904 | FederatedCampaignsAmt |
| Government Grants | $26,213,674 | GovernmentGrantsAmt |
| All Other Contributions | $3,496,600 | AllOtherContributionsAmt |
| Noncash Contributions | $3,118,250 | NoncashContributionsAmt |
| Total Contributions | $29,746,178 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTS | 623990 | $4,806,270 | $4,806,270 |
| PHARMACY | 623990 | $3,681,886 | $3,681,886 |
| MEDICARE & MEDICAID | 623990 | $3,313,750 | $3,313,750 |
| CLIENT FEES & INSURANCE REIMBURSE | 623990 | $1,425,323 | $1,425,323 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,512 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $501,512 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,728,741 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,440 | TotalRevenueColumnAmt |
| Exclusion | $82,440 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $240,625 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $250,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$9,375 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,375 | TotalRevenueColumnAmt |
| Exclusion | -$9,375 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,097 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $15,786 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,311 | TotalRevenueColumnAmt |
| Exclusion | $14,311 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,562,295 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,728,741 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $87,376 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131,830 | TotalAmt |
| Program Services | $799,276 | ProgramServicesAmt |
| Management And General | $332,554 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,365,451 | TotalAmt |
| Program Services | $16,659,086 | ProgramServicesAmt |
| Management And General | $2,706,365 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,931 | TotalAmt |
| Program Services | $288,416 | ProgramServicesAmt |
| Management And General | $77,515 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,721,555 | TotalAmt |
| Program Services | $2,308,266 | ProgramServicesAmt |
| Management And General | $413,289 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,558,288 | TotalAmt |
| Program Services | $1,315,415 | ProgramServicesAmt |
| Management And General | $242,873 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,534 | TotalAmt |
| Program Services | $12,593 | ProgramServicesAmt |
| Management And General | $36,941 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,205 | TotalAmt |
| Program Services | $84,303 | ProgramServicesAmt |
| Management And General | $14,902 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,895 | TotalAmt |
| Management And General | $42,895 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,989 | TotalAmt |
| Program Services | $367,067 | ProgramServicesAmt |
| Management And General | $67,922 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,204 | TotalAmt |
| Program Services | $7,074 | ProgramServicesAmt |
| Management And General | $27,130 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,064 | TotalAmt |
| Program Services | $707,037 | ProgramServicesAmt |
| Management And General | $380,027 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,101 | TotalAmt |
| Program Services | $226,674 | ProgramServicesAmt |
| Management And General | $56,427 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,572,884 | TotalAmt |
| Program Services | $2,349,570 | ProgramServicesAmt |
| Management And General | $223,314 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,330 | TotalAmt |
| Program Services | $263,606 | ProgramServicesAmt |
| Management And General | $55,724 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,485 | TotalAmt |
| Program Services | $82,838 | ProgramServicesAmt |
| Management And General | $35,647 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,547 | TotalAmt |
| Program Services | $794,323 | ProgramServicesAmt |
| Management And General | $209,224 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,363 | TotalAmt |
| Program Services | $528,058 | ProgramServicesAmt |
| Management And General | $104,305 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL & PHARMACY | $4,245,340 | $4,245,189 | $151 |
| DONATED ITEMS | $3,424,704 | $3,423,104 | $1,600 |
| CLIENT PROGRAMS & SERVI | $2,231,576 | $2,231,530 | $46 |
| FOOD SERVICES | $1,118,858 | $1,110,289 | $8,569 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $968,266 | TotalAmt |
| Program Services | $790,582 | ProgramServicesAmt |
| Management And General | $177,684 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,809,400 | TotalAmt |
| Program Services | $38,594,296 | ProgramServicesAmt |
| Management And General | $5,215,104 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,035 | BOYAmt |
| EOY | $2,876,825 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,655,671 | BOYAmt |
| EOY | $2,983,756 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,182,781 | BOYAmt |
| EOY | $1,103,460 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,710 | BOYAmt |
| EOY | $516,436 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,669,833 | BOYAmt |
| EOY | $2,325,854 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,923 | BOYAmt |
| EOY | $277,567 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,308,105 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,069,744 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,622,670 | BOYAmt |
| EOY | $7,238,361 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,876,072 | BOYAmt |
| EOY | $8,435,999 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,064 | BOYAmt |
| EOY | $122,481 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,641,759 | BOYAmt |
| EOY | $25,880,739 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,653,295 | BOYAmt |
| EOY | $2,865,967 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,572 | BOYAmt |
| EOY | $50,412 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,631 | BOYAmt |
| EOY | $1,057,946 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,560,821 | BOYAmt |
| EOY | $1,633,714 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,513 | BOYAmt |
| EOY | $97,696 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,778,832 | BOYAmt |
| EOY | $5,705,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,769,369 | BOYAmt |
| EOY | $13,721,446 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,093,558 | BOYAmt |
| EOY | $6,453,558 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,862,927 | BOYAmt |
| EOY | $20,175,004 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,641,759 | BOYAmt |
| EOY | $25,880,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$247,105 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $199,182 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $360,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,047,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,887,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,468,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,661,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,174,945 | CurrentTaxYearAmt |
| Total | $136,239,246 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,047,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,887,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,468,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,661,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,174,945 | CurrentTaxYearAmt |
| Total | $136,239,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $136,239,246 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,753 | CurrentTaxYearAmt |
| Total | $449,922 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $136,689,168 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $74,909,924 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $42,895 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $42,895 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LEGISLATIVE REPRESENTATIVE - A LAW FIRM HAS BEEN HIRED TO PROTECT THE INTERESTS OF THE BEHAVIORAL HEALTH INDUSTRY WITH THE FLORIDA LEGISLATURE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,066,833 | OtherCostOrOtherBasisAmt |
| Book Value | $1,066,833 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,264,871 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,456,098 | DepreciationAmt |
| Book Value | $4,808,773 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $246,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $206,725 | DepreciationAmt |
| Book Value | $40,231 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,188,983 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,082,799 | DepreciationAmt |
| Book Value | $1,106,184 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,540,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,324,122 | DepreciationAmt |
| Book Value | $216,340 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,238,361 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION | $6,453,558 | F |
| CERTIFICATES OF DEPOSIT | $51,332 | F |
| MUTUAL FUNDS - FIXED INCOME | $833,706 | F |
| MUTUAL FUNDS- EQUITY | $1,097,403 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,435,999 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION PLAN | Desc |
| Amt | $97,696 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $97,696 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $44,206,030 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $199,182 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $428,767 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $15,786 | OtherRevenueAmt |
| Revenue Not Reported | $643,735 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,562,295 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,562,295 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $44,253,953 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $428,767 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $15,786 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $444,553 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,809,400 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,809,400 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AS OF JULY 1, 2012 THE ORGANIZATION CHANGED IT'S METHOD OF RECORDING CONTRIBUTIONS OF PHARMACEUTICALS RECEIVED THROUGH THE PHARMACEUTICAL ASSISTANCE PROGRAM. THESE PHARMACEUTICALS ARE NOW RECORDED AS AN AGENCY TRANSACTION WHERE THE ORGANZATION ONLY HOLDS THE PHARMACEUTICALS IN BEHALF OF CLIENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 15,786. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 15,786. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | RECOVERY MONTH | NameOfEvent1Amt |
| Gross Receipts Event1 | $6,372 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $6,372 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,927 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | RACE PARKING | NameOfEvent2Amt |
| Gross Receipts Event2 | $16,470 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $16,470 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,130 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,255 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $7,255 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,729 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $30,097 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $30,097 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,786 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,786 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,311 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM C BELL | ||||||||||||||
| CEO | $150,883 | $0 | $0 | $0 | $0 | $0 | $9,302 | $0 | $7,071 | $0 | $167,256 | $0 | $0 | $0 |
| ANTONIO CANAAN | ||||||||||||||
| CHIEF MEDICAL OFFICER | $282,728 | $0 | $0 | $0 | $0 | $0 | $11,464 | $0 | $5,582 | $0 | $299,774 | $0 | $0 | $0 |
| GUY R CZAYKOWSKY | ||||||||||||||
| PSYCHIATRIST | $226,626 | $0 | $0 | $0 | $0 | $0 | $12,383 | $0 | $5,582 | $0 | $244,591 | $0 | $0 | $0 |
| ARTURO HERNANDEZ | ||||||||||||||
| PSYCHIATRIST | $245,132 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,582 | $0 | $250,714 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,106,862 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS COUNTING THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE BOARD'S AUDIT COMMITTEE AND THE RESULTS OF THE REVIEW ARE REPORTED TO THE FULL BOARD. EACH BOARD MEMBER RECEIVES A COPY OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION EMPLOYS A CORPORATE COMPLIANCE OFFICER. COMPLIANCE WITH ALL OF OUR POLICIES ARE MONITORED THROUGH THAT POSITION AND A COMMITTEE THAT WAS FORMED TO ENSURE WE ARE IN COMPLIANCE WITH OUR VARIOUS POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | REVIEW OF THE CEO'S SALARY IS PERFORMED BY THE BOARD OF DIRECTORS AFTER CONSIDERING THE SCOPE OF THE AGENCY AS COMPARED TO OTHER NON-PROFITS IN THE AREA. IN DETERMINING THE COMPENSATION OF THE CEO A COMPENSATION COMMITTEE IS FORMED. THE COMMITTEE UTILIZES COMPENSATION STUDIES AND SURVEYS AS WELL AS FORM 990 OF OTHER SIMILAR ORGANIZATIONS. THE CEO COMPENSATION HAS TO BE APPROVED BY THE BOARD. A PROCESS SIMILAR TO THAT OF THE CEO IS FOLLOWED FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS AN ENTITY FUNDED SUBSTANTIALLY WITH PUBLIC DOLLARS, SMA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE READILY AVAILABLE TO ANY MEMBER OF THE PUBLIC, UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 360,000. |
| FORM 990, PART X11, LINE 2C | THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART-MARCHMAN FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 LOOMIS AVENUE | AddressLine1 |
| City | DAYTONA BEACH | City |
| State | FL | State |
| ZIP Code | 32114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593496645 | EIN |
| Primary Activities | FUND-RAISING | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501 C(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11-TYPE III-FUNCTION | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |