2012-04-27T10:04:58-05:00 2011-06-30 JAMES MOORE & CO PL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2010-07-01 590976866 SMA BEHAVIORAL HEALTH SERVICES INC SMAB 3862363200 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 W CHESTER BELL 3862363200 2012-04-27 1 JAMES A HALLERAN 3862574100 2012-04-27 2010 2016-02-24 21:20:13Z STEWART-MARCHMAN-ACT BEHAVIORAL HEAL W CHESTER BELL 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 41508542 0 X WWW.SMABEHAVIORAL.ORG X 1961 FL TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITY. 18 18 1039 400 0 0 25047117 25887262 13925794 15026838 89902 133115 0 19549 39062813 41066764 0 0 0 0 21077264 21964702 0 0 0 18225711 18822412 39302975 40787114 -240162 279650 24245031 24464545 4861540 4634796 19383491 19829749 X TO DELIVER EXCEPTIONAL AND COMPREHENSIVE BEHAVIORAL HEALTHCARE TO INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. 0 0 9241878 4532994 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. 7859801 8342001 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. 3053283 1118746 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. 15122737 1033097 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. 15122737 1033097 35277699 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 54 0 1 1039 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X IVAN A COSIMI 3862363200 1220 WILLIS AVENUE DAYTONA BEACH FL 32114 PAUL B CROW 1.00 X 0 0 0 ALMA DIXON 1.00 X 0 0 0 ROBERT G FEATHER 1.00 X 0 0 0 JACK C FISHER 1.00 X 0 0 0 S JAMES FOXMAN 1.00 X X 0 0 0 ANDREW GURTIS 1.00 X X 0 0 0 WILLIAM HATHAWAY 1.00 X 0 0 0 LAWRENCE KELLY 1.00 X 0 0 0 JOSEPH V LENNARTZ 1.00 X 0 0 0 JANET MILLER 1.00 X X 0 0 0 CONNIE RITCHEY 1.00 X X 0 0 0 JAMES ROSE 1.00 X X 0 0 0 EDMOND SANDERS 1.00 X 0 0 0 TED SERBOUSEK 1.00 X X 0 0 0 RICK STONE 1.00 X 0 0 0 ROSARIA UPCHURCH 1.00 X X 0 0 0 VONZELLE JOHNSON 1.00 X 0 0 0 HENRY ASHBY 1.00 X 0 0 0 WILLIAM C BELL 40.00 X 160321 0 0 IVAN COSIMI 40.00 X 126555 0 0 ANTONIO CANAAN 40.00 X 201932 0 48562 GUY R CZAYKOWSKY 40.00 X 176570 0 0 ROBERT ETHRIDGE 40.00 X 102038 0 0 767416 0 48562 5 0 1 0 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 7 39500 21530233 4317529 4282451 25887262 CONTRACTS 623990 4483101 4483101 CLIENT FEES & INSURANC 623990 4446786 4446786 PHARMACY 623990 3143168 3143168 MEDICARE & MEDICAID 623990 2478369 2478369 475414 475414 15026838 99547 99547 428494 394926 33568 33568 33568 66401 46852 19549 19549 41066764 15026838 0 152664 511939 211640 300299 17697046 14898821 2798225 378028 280786 97242 1922092 1520330 401762 1455597 1211892 243705 120572 120572 121342 6000 115342 45046 45046 383815 333051 50764 97090 97090 1232748 900510 332238 160347 76518 83829 2420305 2166987 253318 275062 224994 50068 134875 80305 54570 914228 672959 241269 598365 489987 108378 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 373237 373237 40787114 35277699 5509415 0 3800209 3684339 2582810 2377523 662070 957216 757261 698729 841075 1024902 426266 402089 21217378 12945820 8400594 8271558 1222515 5073786 6768112 478445 280077 24245031 24464545 2628547 2555057 65572 54233 2149828 1976944 17593 48562 4861540 4634796 X 14215549 14465688 5167942 5364061 19383491 19829749 24245031 24464545 X 279650 166608 X X 0 1 1 X 1 1 X 15389140 14895294 22676508 25047117 25887262 103895321 15389140 14895294 22676508 25047117 25887262 103895321 103895321 47303 71874 88452 78431 99547 385607 68662 68662 104349590 60436893 0.99560 0.99460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 45046 45046 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: LEGISLATIVE REPRESENTATIVE - A LAW FIRM HAS BEEN HIRED TO PROTECT THE INTERESTS OF THE BEHAVIORAL HEALTH INDUSTRY WITH THE FLORIDA LEGISLATURE. 1026601 1026601 14819074 9139703 5679371 213321 184256 29065 3734286 2361733 1372553 1424096 1260128 163968 8271558 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 6768112 DEFERRED COMPENSATION PLAN 48562 48562 41066764 40787114 279650 130834 35774 166608 446258 41526316 130834 281866 46852 459552 41066764 0 41066764 41115832 281866 46852 328718 40787114 0 40787114 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. RECOVERY MONTH 32658 32658 33577 RACE PARKING 25720 25720 9739 1 8023 8023 3536 66401 66401 46852 46852 19549 X X X X 0 0 0 0 0 0 0 0 0 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 X 13 4282451 MARKET VALUE 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. 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 SIMILAR PROCESS 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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 X11, LINE 2C THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR. STEWART-MARCHMAN FOUNDATION 214 LOOMIS AVENUE DAYTONA BEACH FL 32114 593496645 FUND-RAISING FL 501 C(3) 11-TYPE III-FUNCTION N/A 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0