Totals
- Total revenue
- $81,681,723
- Total expenses
- $78,574,230
- Contributions and grants received
- $56,343,825
- Grants paid
- $0
- Program service revenue
- $23,891,694
- Investment income
- $1,389,503
- Other revenue
- $56,701
- Total assets, end of year
- $75,321,515
- Total liabilities, end of year
- $16,361,787
- Net assets or fund balances, end of year
- $58,959,728
- Program services expenses (Part IX)
- $69,974,131
- Management and general expenses
- $8,600,099
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $69,974,131
Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$99,500
-
1d · Related organizations
$385,320
-
1e · Government grants (contributions)
$55,312,304
-
1f · All other contributions, gifts and grants
$546,701
-
1g · Noncash contributions included above
$651,978
-
2a · Program service revenue: MEDICARE AND MEDICAID
total $9,427,674 · related or exempt $9,427,674
-
2b · Program service revenue: CLIENT FEES & INSUR. REIMBURSEMEN
total $5,573,346 · related or exempt $5,573,346
-
2c · Program service revenue: CONTRACTS
total $5,120,077 · related or exempt $5,120,077
-
2d · Program service revenue: PHARMACY
total $3,065,858 · related or exempt $3,065,858
-
2e · Program service revenue: OTHER PROGRAM REVENUE
total $704,739 · related or exempt $704,739
-
3 · Investment income
total $298,019 · excluded $298,019
-
6a · Gross rents
real property $56,701
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $56,701
-
6d · Net rental income or loss
total $56,701 · excluded $56,701
-
7a · Gross sales of assets other than inventory
securities $878,765 · other assets $1,291,836
-
7b · Less cost or other basis and sales expenses
securities $980,839 · other assets $98,278
-
7c · Gain or loss
securities -$102,074 · other assets $1,193,558
-
7d · Net gain or loss
total $1,091,484 · excluded $1,091,484
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,332,389 · program services $529,684 · management and general $802,705
-
7 · Other salaries and wages
total $44,426,502 · program services $38,276,579 · management and general $6,149,923
-
8 · Pension plan contributions
total $858,601 · program services $679,271 · management and general $179,330
-
9 · Other employee benefits
total $4,584,947 · program services $3,790,668 · management and general $794,279
-
10 · Payroll taxes
total $3,375,583 · program services $2,861,114 · management and general $514,469
-
11b · Fees: legal
total $213,992 · management and general $213,992
-
11c · Fees: accounting
total $132,802 · program services $36,802 · management and general $96,000
-
11d · Fees: lobbying
total $66,072 · management and general $66,072
-
11g · Fees: other
total $1,687,558 · program services $1,453,796 · management and general $233,762
-
12 · Advertising and promotion
total $93,827 · program services $7,025 · management and general $86,802
-
13 · Office expenses
total $1,167,978 · program services $594,151 · management and general $573,827
-
14 · Information technology
total $1,219,247 · program services $629,105 · management and general $590,142
-
16 · Occupancy
total $4,941,649 · program services $4,254,002 · management and general $687,647
-
17 · Travel
total $379,545 · program services $259,823 · management and general $119,722
-
20 · Interest
total $120,681 · program services $10,902 · management and general $109,779
-
22 · Depreciation, depletion and amortization
total $2,379,731 · program services $1,633,943 · management and general $745,788
-
23 · Insurance
total $1,884,479 · program services $1,549,037 · management and general $335,442
-
24a · Other expenses: ALLOCATION OF INDIRECT
total $0 · program services $4,152,042 · management and general -$4,152,042
-
24b · Other expenses: MEDICAL & PHARMACY
total $3,808,915 · program services $3,808,597 · management and general $318
-
24c · Other expenses: EQUIPMENT COSTS
total $1,872,230 · program services $1,430,892 · management and general $441,338
-
24d · Other expenses: CLIENT PROGRAMS & SERVI
total $1,648,081 · program services $1,647,010 · management and general $1,071
-
24e · All other expenses
total $2,379,421 · program services $2,369,688 · management and general $9,733
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,046,613 · end of year $11,840,117
-
2 · Savings and temporary cash investments
beginning of year $944,312 · end of year $511,459
-
3 · Pledges and grants receivable
beginning of year $11,232,103 · end of year $10,266,383
-
4 · Accounts receivable
beginning of year $2,219,162 · end of year $3,243,779
-
8 · Inventories for sale or use
beginning of year $604,420 · end of year $480,819
-
9 · Prepaid expenses and deferred charges
beginning of year $355,813 · end of year $362,415
-
10a · Land, buildings and equipment: cost or other basis
$52,050,878
-
10b · Land, buildings and equipment: accumulated depreciation
$20,704,905
-
10c · Land, buildings and equipment, net
beginning of year $32,389,703 · end of year $31,345,973
-
11 · Investments: publicly traded securities
beginning of year $5,795,344 · end of year $6,607,765
-
12 · Investments: other securities
beginning of year $6,152,650 · end of year $7,280,023
-
15 · Other assets
beginning of year $181,023 · end of year $3,382,782
-
17 · Accounts payable and accrued expenses
beginning of year $7,750,890 · end of year $8,291,930
-
21 · Escrow or custodial account liability
beginning of year $225,416 · end of year $195,670
-
23 · Secured mortgages and notes payable
beginning of year $3,854,731 · end of year $5,669,191
-
25 · Other liabilities
beginning of year $1,656,035 · end of year $2,204,996
-
27 · Net assets without donor restrictions
beginning of year $48,281,421 · end of year $51,679,705
-
28 · Net assets with donor restrictions
beginning of year $6,152,650 · end of year $7,280,023
Mission and programs · 2022
Mission
TRANSFORMING LIVES THROUGH HOPE AND HEALING.
Activities or mission (Part I)
MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES
-
RESIDENTIAL - 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 4 WEEKS TO 6 MONTHS 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. PROJECT WARM, A COMPREHENSIVE SUBSTANCE ABUSE RESIDENTIAL TREATMENT PROGRAM PROVIDING SERVICES FOR PREGNANT AND POSTPARTUM WOMEN AND THEIR CHILDREN AGE 5 AND UNDER, SERVED 319 WOMEN DURING THE FISCAL YEAR. A TOTAL OF 7 DRUG-FREE BABIES WERE BORN AT PROJECT WARM DURING THE SAME PERIOD.THE REALITY HOUSE WORK RELEASE PROGRAMS ALLOW SELECTED DOC INMATES TO WORK AT PAID EMPLOYMENT IN THE COMMUNITY DURING THE LAST MONTHS OF THEIR CONFINEMENT. CLIENTS SERVED IN THIS PROGRAM DURING THE FISCAL YEAR TOTALED 279.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. EDUCATION SERVICES ARE PROVIDED BY VOLUSIA COUNTY SCHOOLS. THE RAP PROGRAM SERVED 45 YOUTH AND THEIR FAMILIES DURING THE FISCAL YEAR.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 TARGETED YOUTH SERVICES CONTINUUM PROVIDED SERVICES TO 142 YOUTH AND THEIR FAMILIES DURING THE FISCAL YEAR.THE DELAND MEN'S RESIDENTIAL PROGRAM (DMRT) IS A 54-BED MEN'S SUBSTANCE ABUSE TREATMENT PROGRAM ACCEPTING BOTH VOLUNTARY AND INVOLUNTARY CLIENTS WITH A PRIMARY FOCUS ON SUBSTANCE ABUSE DISORDERS BUT ALSO DESIGNED TO EFFECTIVELY MANAGE CO-OCCURRING MENTAL HEALTH ISSUES. DRMT PROVIDES A STRUCTURED ATMOSPHERE, PROMOTING SELF-AWARENESS THROUGH INDIVIDUAL, GROUP, COMMUNITY-BASED THERAPY AND PSYCHIATRIC INTERVENTION. DMRT SERVED 209 CLIENTS DURING THE FISCAL YEAR.SHELTER CARE (MARION) IS A 12-BED UNIT THAT PROVIDES RESPITE CARE FOR YOUTH WHO ARE 10-17 YEARS OLD. THE AVERAGE LENGTH OF STAY IS 14 DAYS. REFERRALS ARE RECEIVED FROM THE COMMUNITY AND FROM THE CHILD WELFARE SYSTEM OF CARE. A TOTAL OF 41 YOUTH WERE SERVED DURING THE FISCAL YEAR.WESTSIDE RESIDENTIAL SERVICES (MARION) INCLUDING BOTH BEACON POINT AND AIRPORT ROAD LOCATIONS, HAVE RESIDENTIAL TREATMENT FACILITIES FOR INDIVIDUALS EXHIBITING SYMPTOMS OF DRUG AND ALCOHOL MISUSE, WESTSIDE HOUSES 32 MALE BEDS AND 24 FEMALE BEDS AND BEACON POINT HAS 10 UNISEX BEDS. THERE IS A VERY STRUCTURED DAILY SCHEDULE INCLUDING INDIVIDUAL COUNSELING, GROUP COUNSELING, AND RECREATIONAL ACTIVITIES. THE AVERAGE LENGTH OF STAY AT WESTSIDE IS 1-4 MONTHS. REFERRALS ARE RECEIVED FROM THE COMMUNITY AND THE JUDICIAL SYSTEM. 228 ADULTS WERE SERVED DURING THE FISCAL YEAR.
Expenses $13,833,179 · Revenue $2,260,808
-
PHARMACY - SMA'S PHARMACY FILLED 35,082 PRESCRIPTIONS DURING THE FISCAL YEAR. PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS TO OUR OUTPATIENT CLIENTS.
Expenses $4,907,805 · Revenue $3,065,858
-
MEDICATION MANAGEMENT SERVICES - THE PHYSICIAN SERVICES MEDICATION OUTPATIENT PROGRAM HAS CLINICS OPERATING IN VOLUSIA, FLAGLER, PUTNAM, ST JOHNS AND MARION COUNTIES AND PROVIDE MEDICAL AND CLINICAL SUPPORT SERVICES TO INDIVIDUALS WITH SEVERE AND PERSISTENT MENTAL ILLNESS AND CO-OCCURRING DISORDERS. TEAMS COMPRISED OF ADVANCED REGISTERED NURSE PRACTITIONERS, NURSES, THERAPISTS, CASE MANAGERS AND LIFE SKILLS COACHES PROVIDE PSYCHIATRIC EVALUATIONS, TREATMENT PLANNING, MEDICATION MANAGEMENT, NURSING SERVICES, THERAPY AND TARGETED CASE MANAGEMENT. DURING THE FISCAL YEAR MEDICAL OUTPATIENT SERVICES WERE PROVIDED TO 10,246 CLIENTS.
Expenses $8,387,530 · Revenue $2,762,014
-
THE ORGANIZATIONS OTHER PROGRAM SERVICES INCLUDE: ASSESSMENT, CRISIS SUPPORT, CRISIS STABILIZATION, INTERVENTION, OUTPATIENT, FACT TEAM, CASE MANAGEMENT TEAMS, RESIDENTIAL LEVEL 1, RESIDENTIAL DETOX, PREVENTION, SUPPORTED EMPLOYMENT, SHELTERED WORKSHOP, OVERLAY, DROP IN CENTER, PRIMARY CARE (A RECOGNIZED LOOK-ALIKE, FEDERALLY QUALIFIED HEALTH CENTER).
Expenses $42,845,617 · Revenue $15,803,014
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ted SerbousekTED SERBOUSEK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Debbie EastDEBBIE EAST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Debbie AllenDEBBIE ALLEN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jack C FisherJACK C FISHER
IMMEDIATE PAST CHAIRMAN OF
- Total calculated
- $0
- Hours/week
- 1
-
Cathy HeighterCATHY HEIGHTER
BOARD MEMBER - START 3/1/23
- Total calculated
- $0
- Hours/week
- 1
-
Loretha Tolbert-RichLORETHA TOLBERT-RICH
BOARD MEMBER - START 3/1/23
- Total calculated
- $0
- Hours/week
- 1
-
Andre FlemingANDRE FLEMING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Austin BrownleeAUSTIN BROWNLEE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Heidi PetitoHEIDI PETITO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gary NormanGARY NORMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rosaria UpchurchROSARIA UPCHURCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alvin JacksonALVIN JACKSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Salman AhmedSALMAN AHMED
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Benjie BatesBENJIE BATES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joyce ShanahanJOYCE SHANAHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
R Brooks CaseyR BROOKS CASEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Connie RitcheyCONNIE RITCHEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John ReidJOHN REID
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michele JohnsonMICHELE JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mike MartinMIKE MARTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James RoseJAMES ROSE
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Howard StangeHOWARD STANGE
BOARD MEMBER - END 10/31/22
- Total calculated
- $0
- Hours/week
- 1
-
Brian HendersonBRIAN HENDERSON
BOARD MEMBER - END 10/31/22
- Total calculated
- $0
- Hours/week
- 1
-
Alex DobersteinALEX DOBERSTEIN
BOARD MEMBER - END 10/31/22
- Total calculated
- $0
- Hours/week
- 1
-
Robert SnyderROBERT SNYDER
BOARD MEMBER - END 10/31/22
- Total calculated
- $0
- Hours/week
- 1
-
Ivan CosimiIVAN COSIMI
CEO
- Total calculated
- $257,836
- From this org
- $234,119
- From related orgs
- $0
- Other
- $23,717
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,119
- Bonus
- $17,000
- Other
- $0
- Deferred
- $13,966
- Nontaxable benefits
- $9,751
- Filer's total
- $257,836
-
Rich CurleyRICH CURLEY
CHIEF INFORMATION OFFICER
- Total calculated
- $169,414
- From this org
- $149,076
- From related orgs
- $0
- Other
- $20,338
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,076
- Bonus
- $10,000
- Other
- $0
- Deferred
- $9,834
- Nontaxable benefits
- $10,504
- Filer's total
- $169,414
-
Kelly MellichampeKELLY MELLICHAMPE
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $146,054
- From this org
- $128,503
- From related orgs
- $0
- Other
- $17,551
- Hours/week
- 40
-
Nicole J SharbonoNICOLE J SHARBONO
COO
- Total calculated
- $143,610
- From this org
- $128,064
- From related orgs
- $0
- Other
- $15,546
- Hours/week
- 40
-
Andrea SchweizerANDREA SCHWEIZER
CFO
- Total calculated
- $102,934
- From this org
- $94,765
- From related orgs
- $0
- Other
- $8,169
- Hours/week
- 40
-
Yusef A CanaanYUSEF A CANAAN
CHIEF MEDICAL OFFICER
- Total calculated
- $228,545
- From this org
- $223,715
- From related orgs
- $0
- Other
- $4,830
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $211,240
- Bonus
- $12,475
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $4,830
- Filer's total
- $228,545
-
Guy R CzaykowskyGUY R CZAYKOWSKY
PSYCHIATRIST
- Total calculated
- $297,889
- From this org
- $272,231
- From related orgs
- $0
- Other
- $25,658
- Hours/week
- 32
Schedule J breakdown matched by us
- Base
- $267,731
- Bonus
- $4,500
- Other
- $0
- Deferred
- $16,415
- Nontaxable benefits
- $9,243
- Filer's total
- $297,889
-
Kimberly RogerKIMBERLY ROGER
APRN
- Total calculated
- $183,296
- From this org
- $164,971
- From related orgs
- $0
- Other
- $18,325
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,821
- Bonus
- $34,150
- Other
- $0
- Deferred
- $7,886
- Nontaxable benefits
- $10,439
- Filer's total
- $183,296
-
Debra M EstesDEBRA M ESTES
APRN
- Total calculated
- $172,721
- From this org
- $162,870
- From related orgs
- $0
- Other
- $9,851
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,945
- Bonus
- $26,925
- Other
- $0
- Deferred
- $9,772
- Nontaxable benefits
- $79
- Filer's total
- $172,721
-
Eric J HorstERIC J HORST
DIRECTOR - FINANCIAL OPERATIONS
- Total calculated
- $172,496
- From this org
- $152,923
- From related orgs
- $0
- Other
- $19,573
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,923
- Bonus
- $10,000
- Other
- $0
- Deferred
- $9,691
- Nontaxable benefits
- $9,882
- Filer's total
- $172,496
-
Rhonda M HarveyRHONDA M HARVEY
DIRECTOR - EXTERNAL AFFAIRS
- Total calculated
- $182,195
- From this org
- $163,499
- From related orgs
- $0
- Other
- $18,696
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,499
- Bonus
- $10,000
- Other
- $0
- Deferred
- $9,453
- Nontaxable benefits
- $9,243
- Filer's total
- $182,195
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501 C(3) · FUNDRAISING IN SUPPORT OF SMA HEALTHCARE · FL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 16 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411089349300506
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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