SMA HEALTHCARE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SMA HEALTHCARE INC (EIN 59-0976866)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-27
- IRS object ID
- 201231189349300108
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-04-27T10:04:58-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590976866 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMA BEHAVIORAL HEALTH SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SMAB | NameControl |
| Phone | 3862363200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W CHESTER BELL | Name |
| Title | CEO | Title |
| Phone | 3862363200 | Phone |
| Date Signed | 2012-04-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A HALLERAN | Name |
| Phone | 3862574100 | Phone |
| Date Prepared | 2012-04-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART-MARCHMAN-ACT BEHAVIORAL HEAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | W CHESTER BELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 41508542 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SMABEHAVIORAL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1039 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 25047117 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25887262 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13925794 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15026838 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 89902 | InvestmentIncomePriorYear |
| Investment Income Current Year | 133115 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 19549 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 39062813 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41066764 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21077264 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21964702 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18225711 | OtherExpensePriorYear |
| Other Expenses Current Year | 18822412 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39302975 | TotalExpensesPriorYear |
| Total Expenses Current Year | 40787114 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -240162 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 279650 | RevenuesLessExpensesCY |
| Total Assets BOY | 24245031 | TotalAssetsBOY |
| Total Assets EOY | 24464545 | TotalAssetsEOY |
| Total Liabilities BOY | 4861540 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4634796 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19383491 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19829749 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9241878 | Expense |
| Revenue | 4532994 | Revenue |
| Description | RESIDENTIAL LEVEL II - SMA PROVIDES RESIDENTIAL, GENDER-SPECIFICPROGRAMS 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. THE ADULT INTENSIVE RESIDENTIAL TREATMENT PROGRAM (IRT) SERVED 97 CLIENTS IN FY 10-11.PROJECT WARM, A COMPREHENSIVE SUBSTANCE ABUSE RESIDENTIAL TREATMENT PROGRAM PROVIDING SERVICES FOR PREGNANT AND POSTPARTUM WOMEN AND THEIR CHILDREN AGE 5 AND UNDER, SERVED 63 WOMEN WITH CHILDREN DURING FY 10-11, AND 14 DRUG-FREE BABIES WERE BORN AT PROJECT WARM DURING THIS TIME. 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 178 IN FY 10-11. 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 OWNS OR LEASES FIVE TRANSITIONAL OR PERMANENT HOMES HOUSING 15 RESIDENTS AND TWO FAMILIES.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. RAP SERVED 70 YOUTH IN FY 10-11. THE OAKS IS A MODERATE RISK DELINQUENCY PROGRAM UNDER THE FLORIDA DJJ. MEDICAID BEHAVIORAL HEALTH OVERLAY SERVICES PROVIDES FUNDING FOR CLINICAL OVERLAY. THIS PROGRAM IS ALSO STAFFED WITH LICENSED AND CERTIFIED CLINICAL AND NURSING STAFF, CASE MANAGERS, YOUTH SPECIALISTS AND A CONSULTING PSYCHIATRIST. THE OAKS SERVED 42 BOYS IN FY 10-11. 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 THE YOUTHS, THEIR FAMILIES AND THE SCHOOLS; AND 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 TARGETED YOUTH SERVICES CONTINUUM PROVIDED SERVICES TO 231 YOUTH IN NEED OF SERVICES DURING FY 10-11. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7859801 | Expense |
| Revenue | 8342001 | Revenue |
| Description | PHARMACY - SMA'S PHARMACY FILLED 54,729 PRESCRIPTIONS DURING FY 10-11. THE MAJORITY OF PRESCRIPTIONS WERE FOR OUR INPATIENT AND RESIDENTIAL UNITS, WHILE OUR OUTPATIENT CLIENTS ALSO ACCESSED THIS SERVICE FOR A SIGNIFICANT NUMBER OF PRESCRIPTIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3053283 | Expense |
| Revenue | 1118746 | Revenue |
| Description | SHELTERED WORKSHOP - SMA'S SHELTERED WORKSHOP INCLUDES THE FOLLOWING SEGMENTS OF SERVICE:BUSINESS SUPPORT SERVICES - PROVIDES VOCATIONAL REHABILITATION IN AN INDUSTRIAL SETTING ALLOWING THE RECIPIENT TO IMPROVE THEIR WORK SKILLS WHILE EARNING A PAY CHECK. WE HAVE BEEN MEETING THE LABOR NEEDS OF LOCAL AREA AND NATIONAL BUSINESSES FOR OVER 25 YEARS. -LIGHT MANUFACTURING -CUSTOM AND GENERAL ASSEMBLY -HEAT SEALING/SHRINK WRAPPING -PROMOTIONAL PACKAGING/KIT ASSEMBLY -MAIL SERVICES (COLLATING, INSERTING, LABELING, PACKAGING) COMMUNITY EMPLOYMENT SERVICES ASSISTS INDIVIDUALS IN OBTAINING COMPETITIVE EMPLOYMENT WITHIN THE COMMUNITY THROUGH JOB MATCHING, AS WELL AS PROVIDING ONGOING SUPPORT TO THE EMPLOYEE SINCE 1989. CONTRACT SERVICES - CREATES EMPLOYMENT OPPORTUNITIES BY PURSUING ENTREPRENEURIAL BUSINESS ENTERPRISES FOCUSING ON CUSTODIAL AND GROUNDS KEEPING SERVICES. THESE SERVICES EMPLOY AND/OR SERVE NEARLY 300 CLIENTS PER YEAR. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15122737 | Expense |
| Revenue | 1033097 | Revenue |
| Description | THE ORGANIZATIONS OTHER PROGRAM SERVICES INCLUDE: RESIDENTIAL DETOX, CASE MANAGEMENT/CCS TEAMS, OUTPATIENT, CRISIS SUPPORT, MEDICAL OUTPATIENT, FACT TEAM, INPATIENT, ASSESSMENT, OVERLAY, SUPPORTED EMPLOYMENT, PREVENTION, INTERVENTION, RESIDENTIAL LEVEL 4, AND CRISIS STABILIZATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 15122737 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1033097 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 35277699 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 54 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1039 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVAN A COSIMI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3862363200 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PAUL B CROW | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ALMA DIXON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT G FEATHER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JACK C FISHER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| S JAMES FOXMAN | ||||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | ||
| ANDREW GURTIS | ||||||||
| CHAIRMAN OF THE BOARD | 1.00 | X | 0 | 0 | 0 | X | ||
| WILLIAM HATHAWAY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE KELLY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH V LENNARTZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JANET MILLER | ||||||||
| QPR COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| CONNIE RITCHEY | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| JAMES ROSE | ||||||||
| ADVOCACY & MARKETING CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| EDMOND SANDERS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TED SERBOUSEK | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| RICK STONE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROSARIA UPCHURCH | ||||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | ||
| VONZELLE JOHNSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HENRY ASHBY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM C BELL | ||||||||
| CEO | 40.00 | 160321 | 0 | 0 | X | |||
| IVAN COSIMI | ||||||||
| CFO | 40.00 | 126555 | 0 | 0 | X | |||
| ANTONIO CANAAN | ||||||||
| CHIEF MEDICAL OFFICER | 40.00 | 201932 | 0 | 48562 | X | |||
| GUY R CZAYKOWSKY | ||||||||
| PSYCHIATRIST | 40.00 | 176570 | 0 | 0 | X | |||
| ROBERT ETHRIDGE | ||||||||
| PHARMACIST | 40.00 | 102038 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 767416 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 48562 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHENEY BROTHERS INC | |||||
| 2801 W SILVER SPRING BLVD | OCALA | FL | 34475 | FOOD SERVICES DISTRIBUTOR | 438138 |
| OWENS COMMERCIAL CLEANING | |||||
| 400 VENTURE DR SUITE A | SOUTH DAYTONA | FL | 32119 | JANITORIAL SERVICES | 400346 |
| BURNS SUPPLY | |||||
| 342 2ND STREET | HOLLY HILL | FL | 32117 | JANITORIAL SUPPLIES | 307930 |
| MMI DINING | |||||
| 1000 RED FERN PLACE | FLOWOOD | MS | 39232 | RESIDENTIAL FOOD CATERING | 248655 |
| WAYNE'S ROOFING & SHEET METAL | |||||
| 574 LPGA BLVD | HOLLY HILL | FL | 32117 | ROOFING & SHEET METAL WORK | 145533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Federated Campaigns | 39500 | FederatedCampaigns |
| Government Grants | 21530233 | GovernmentGrants |
| All Other Contributions | 4317529 | AllOtherContributions |
| Noncash Contributions | 4282451 | NoncashContributions |
| Total Contributions | 25887262 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACTS | 623990 | 4483101 | 4483101 |
| CLIENT FEES & INSURANC | 623990 | 4446786 | 4446786 |
| PHARMACY | 623990 | 3143168 | 3143168 |
| MEDICARE & MEDICAID | 623990 | 2478369 | 2478369 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 475414 | TotalRevenueColumn |
| Related Or Exempt Function Income | 475414 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15026838 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99547 | TotalRevenueColumn |
| Exclusion | $99,547 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 428494 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 394926 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33568 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33568 | TotalRevenueColumn |
| Exclusion | $33,568 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 66401 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 46852 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19549 | TotalRevenueColumn |
| Exclusion | $19,549 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41066764 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15026838 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $152,664 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511939 | Total |
| Program Services | 211640 | ProgramServices |
| Management And General | 300299 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17697046 | Total |
| Program Services | 14898821 | ProgramServices |
| Management And General | 2798225 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378028 | Total |
| Program Services | 280786 | ProgramServices |
| Management And General | 97242 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1922092 | Total |
| Program Services | 1520330 | ProgramServices |
| Management And General | 401762 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1455597 | Total |
| Program Services | 1211892 | ProgramServices |
| Management And General | 243705 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120572 | Total |
| Management And General | 120572 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121342 | Total |
| Program Services | 6000 | ProgramServices |
| Management And General | 115342 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45046 | Total |
| Management And General | 45046 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383815 | Total |
| Program Services | 333051 | ProgramServices |
| Management And General | 50764 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97090 | Total |
| Program Services | 97090 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1232748 | Total |
| Program Services | 900510 | ProgramServices |
| Management And General | 332238 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160347 | Total |
| Program Services | 76518 | ProgramServices |
| Management And General | 83829 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2420305 | Total |
| Program Services | 2166987 | ProgramServices |
| Management And General | 253318 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275062 | Total |
| Program Services | 224994 | ProgramServices |
| Management And General | 50068 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134875 | Total |
| Program Services | 80305 | ProgramServices |
| Management And General | 54570 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914228 | Total |
| Program Services | 672959 | ProgramServices |
| Management And General | 241269 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598365 | Total |
| Program Services | 489987 | ProgramServices |
| Management And General | 108378 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DONATED ITEMS | 4122921 | 4122921 | |
| MEDICAL & PHARMACY | 3912891 | 3912736 | 155 |
| CLIENT PROGRAMS & SERVI | 2074071 | 2072707 | 1364 |
| FOOD SERVICES | 1065534 | 1059070 | 6464 |
| EQUIPMENT COSTS | 769963 | 565158 | 204805 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373237 | Total |
| Program Services | 373237 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40787114 | Total |
| Program Services | 35277699 | ProgramServices |
| Management And General | 5509415 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3800209 | BOY |
| EOY | 3684339 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2582810 | BOY |
| EOY | 2377523 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 662070 | BOY |
| EOY | 957216 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 757261 | BOY |
| EOY | 698729 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841075 | BOY |
| EOY | 1024902 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426266 | BOY |
| EOY | 402089 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21217378 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12945820 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8400594 | BOY |
| EOY | 8271558 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1222515 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5073786 | BOY |
| EOY | 6768112 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 478445 | BOY |
| EOY | 280077 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24245031 | BOY |
| EOY | 24464545 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2628547 | BOY |
| EOY | 2555057 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65572 | BOY |
| EOY | 54233 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2149828 | BOY |
| EOY | 1976944 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17593 | BOY |
| EOY | 48562 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4861540 | BOY |
| EOY | 4634796 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14215549 | BOY |
| EOY | 14465688 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5167942 | BOY |
| EOY | 5364061 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19383491 | BOY |
| EOY | 19829749 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24245031 | BOY |
| EOY | 24464545 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 279650 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 166608 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15389140 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14895294 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22676508 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25047117 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25887262 | CurrentTaxYear |
| Total | 103895321 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15389140 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14895294 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22676508 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25047117 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25887262 | CurrentTaxYear |
| Total | 103895321 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 103895321 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47303 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71874 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88452 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 78431 | CurrentTaxYearMinus1Year |
| Current Tax Year | 99547 | CurrentTaxYear |
| Total | 385607 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 68662 | CurrentTaxYearMinus3Years |
| Total | 68662 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 104349590 | TotalSupport |
| Gross Receipts From Admissions Etc | 60436893 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99560 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99460 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $45,046 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 45046 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | LEGISLATIVE REPRESENTATIVE - A LAW FIRM HAS BEEN HIRED TO PROTECT THE INTERESTS OF THE BEHAVIORAL HEALTH INDUSTRY WITH THE FLORIDA LEGISLATURE. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1026601 | OtherCostOrOtherBasis |
| Book Value | 1026601 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14819074 | OtherCostOrOtherBasis |
| Depreciation | 9139703 | Depreciation |
| Book Value | 5679371 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 213321 | OtherCostOrOtherBasis |
| Depreciation | 184256 | Depreciation |
| Book Value | 29065 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3734286 | OtherCostOrOtherBasis |
| Depreciation | 2361733 | Depreciation |
| Book Value | 1372553 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1424096 | OtherCostOrOtherBasis |
| Depreciation | 1260128 | Depreciation |
| Book Value | 163968 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8271558 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION | 5269905 | F |
| CERTIFICATES OF DEPOSIT | 68753 | F |
| MUTUAL FUNDS - FIXED INCOME | 646666 | F |
| MUTUAL FUNDS- EQUITY | 782788 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6768112 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION PLAN | Description |
| Amount | $48,562 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 48562 | TotalOfAmounts |
| Total Revenue | 41066764 | TotalRevenue |
| Total Expenses | 40787114 | TotalExpenses |
| Excess Or Deficit For Year | 279650 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 130834 | NetUnrealizedGLOnInvestments |
| Other | $35,774 | OtherAmount |
| Total Adjustments | 166608 | TotalAdjustments |
| Excess Or Deficit Per FS | 446258 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 41526316 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 130834 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 281866 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 46852 | OtherRevenues |
| Revenue Not Rptd F990 | 459552 | RevenueNotRptdF990 |
| Revenue Subtotal | 41066764 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 41066764 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 41115832 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 281866 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 46852 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 328718 | ExpensesNotRptdF990 |
| Expenses Subtotal | 40787114 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 40787114 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH THE ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ORGANIZATION. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | IMPAIRMENT ON PROPERTY HELD FOR SALE -160,345. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 196,119. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 46,852. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 46,852. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | RECOVERY MONTH | NameOfEvent1 |
| Gross Receipts Event1 | 32658 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 32658 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 33577 | OtherDirectExpensesEvent1 |
| Name Of Event2 | RACE PARKING | NameOfEvent2 |
| Gross Receipts Event2 | 25720 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 25720 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 9739 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 8023 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 8023 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 3536 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 66401 | GrossReceiptsTotal |
| Gross Revenue Total Events | 66401 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 46852 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 46852 | DirectExpenseSummaryEvents |
| Net Income Summary | 19549 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM C BELL | |||||||||||||
| 160321 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 160321 | 0 | 0 | 0 |
| ANTONIO CANAAN | |||||||||||||
| 201932 | 0 | 0 | 0 | 0 | 0 | 48562 | 0 | 0 | 0 | 250494 | 0 | 0 | 0 |
| GUY R CZAYKOWSKY | |||||||||||||
| 176570 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 176570 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4282451 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| 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 SIMILAR PROCESS IS FOLLOWED FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 130,834. IMPAIRMENT ON PROPERTY HELD FOR SALE -160,345. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 196,119. TOTAL TO FORM 990, PART XI, LINE 5: 166,608. | FORM 990, PART XI, LINE 5: |
| THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR. | FORM 990, PART X11, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART-MARCHMAN FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501 C(3) | ExemptCodeSection |
| Public Charity Status | 11-TYPE III-FUNCTION | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |