2024-02-15T07:48:26-06:00 2023-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2022-07-01 593496645 SMA HEALTHCARE FOUNDATION INC SMAH 3862541136 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 JENNIFER L SECOR EXECUTIVE DIRECTOR 3862541136 2024-02-14 1 JENNIFER SECOR 999009999 0 JAMES A HALLERAN P00005496 3862574100 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER L SECOR 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 2941415 0 X SMAHEALTHCARE.ORG/SMA-HEALTHCARE-FOUNDATION X 1997 FL TO FOSTER RELATIONSHIPS TO INCREASE COMMUNITY AWARENESS AND SUPPORT FOR SERVICES PROVIDED BY SMA HEALTHCARE. 15 15 0 59 0 0 241564 1341983 260000 260000 273364 111754 -6426 -21739 768502 1691998 335644 342049 0 0 0 0 0 0 3013 387668 382739 723312 724788 45190 967210 6729042 7658374 576392 378351 6152650 7280023 TO FOSTER RELATIONSHIPS TO INCREASE COMMUNITY AWARENESS AND SUPPORT FOR SERVICES PROVIDED BY SMA HEALTHCARE. 0 0 680432 342049 260000 TO PROVIDE FINANCIAL ASSISTANCE TO CLIENTS AND PROGRAMS OF SMA HEALTHCARE INC. THE FOUNDATION FUNDED MORE THAN $340,000 IN PROGRAM ENCHANCEMENTS TO SMA HEALTHCARE INC. IN THE 2022-2023 FISCAL YEAR. 680432 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANDREA SCHWEIZER 3862361801 150 MAGNOLIA AVE DAYTONA BEACH FL 321144304 R BROOKS CASEY VICE-CHAIRMAN 1.00 1.00 X X 0 0 0 LAWRENCE J MCDERMOTT TREASURER 1.00 0.00 X X 0 0 0 JAMES ROSE SMA BOARD LIAISON, UNTIL 10/2022 1.00 1.00 X 0 0 0 SALMAN AHMED SMA BOARD LIAISON, AS OF 11/2022 1.00 1.00 X 0 0 0 HEATHER SHUBIRG SECRETARY 1.00 0.00 X X 0 0 0 ANDREW GURTIS IMMEDIATE PAST CHAIRMAN 1.00 0.00 X 0 0 0 DAVID PERRYMAN EXECUTIVE AT-LARGE 1.00 0.00 X 0 0 0 MAUREEN FRANCE EXECUTIVE AT-LARGE 1.00 0.00 X 0 0 0 MARK JOHNSON DIRECTOR, UNTIL 10/2022 1.00 0.00 X 0 0 0 TERESA RAND DIRECTOR, UNTIL 10/2022 1.00 0.00 X 0 0 0 COLLEEN CONNORS TIMKO DIRECTOR, UNTIL 10/2022 1.00 0.00 X 0 0 0 QUANITA MAY DIRECTOR, AS OF 3/2023 1.00 0.00 X 0 0 0 HOWARD M HOLLEY DIRECTOR, AS OF 3/2023 1.00 0.00 X 0 0 0 MEGAN BAGWELL DIRECTOR, AS OF 3/2023 1.00 0.00 X 0 0 0 HANK ASHBY DIRECTOR 1.00 0.00 X 0 0 0 ART ZIMMET DIRECTOR 1.00 0.00 X 0 0 0 JON GREAVES DIRECTOR 1.00 0.00 X 0 0 0 JILL SIMPKINS DIRECTOR, UNTIL 3/2023 1.00 0.00 X 0 0 0 CARL LENTZ IV DIRECTOR 1.00 0.00 X 0 0 0 RYAN WILL CHAIRMAN 1.00 0.00 X X 0 0 0 JENNIFER SECOR EXECUTIVE DIRECTOR 40.00 0.00 X 0 92189 10946 0 92189 10946 0 0 0 0 0 88 170112 25000 1146783 12457 1341983 RENTAL REVENUE 531120 260000 260000 260000 75576 75576 1235076 1198898 36178 36178 36178 22000 170112 50519 -28519 -28519 6780 0 6780 6780 1691998 260000 0 90015 342049 342049 5100 5100 18964 18964 1891 1891 10774 10774 20226 20226 272986 272986 JAY'S HOPE 45171 45171 MISCELLANEOUS EXPENSE 4614 4614 COMMUNITY RELATIONS 3013 3013 724788 680432 41343 3013 201249 106613 75773 587551 2500 0 7266030 3904421 3634595 3361609 1886330 2583714 606822 673084 321773 345803 6729042 7658374 1016 1265 11285 548870 365801 26506 0 576392 378351 X 5618225 5680738 534425 1599285 6152650 7280023 6729042 7658374 X 967210 136133 24030 X 0 1 X 1 0 X X 1 SMA HEALTHCARE INC 590976866 7 1 385320 0 1 385320 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, SECTION D, LINE 3 ONE MEMBER OF THE SMA HEALTHCARE BOARD OF DIRECTORS (SMA) IS ALSO A MEMBER OF THE SMA HEALTHCARE FOUNDATION (THE FOUNDATION) BOARD AND ACTIVELY PARTICIPATES IN THE FOUNDATION BOARD MEETINGS INCLUDING DISCUSSIONS ON HOW THE FOUNDATION CAN BEST SUPPORT THE NEEDS OF SMA HEALTHCARE. THE FOUNDATION FULFILLED ITS COMMITMENT THIS YEAR TO PROVIDE SUPPORT TO PRIMARY CARE AS WELL AS PROVIDING SUPPORT TO MULTIPLE SMA PROGRAMS. SCHEDULE A, SECTION E, LINE 2A THE SMA HEALTHCARE FOUNDATION (THE FOUNDATION) PROVIDED FINANCIAL SUPPORT TO SMA HEALTHCARE (SMA) DURING THE 2022-2023 FISCAL YEAR FOR THE PURPOSE OF PROVIDING SUPPORT TO PRIMARY CARE AND GENERAL SUPPORT TO CLIENTS IN NEED ACROSS THE AGENCY. SMA COMMUNICATES ITS NEEDS TO THE FOUNDATION VIA BOARD PARTICIPATION: ONE MEMBER OF THE SMA BOARD OF DIRECTORS ALSO SERVES AS A FOUNDATION BOARD MEMBER; THE TWO ORGANIZATIONS WORK TOGETHER CLOSELY TO DETERMINE THE HOW THE FOUNDATION CAN BEST SUPPORT THE NEEDS OF SMA. SCHEDULE A, SECTION E, LINE 2B DURING THE FISCAL YEAR 2022-2023, FUNDING RECEIVED BY SMA HEALTHCARE (SMA) FROM SMA HEALTHCARE FOUNDATION (THE FOUNDATION) SUPPORTED PRIMARY CARE (A RECOGNIZED LOOK-ALIKE, FEDERALLY QUALIFIED HEALTH CENTER), ALLOWING SMA HEALTHCARE TO REACH MORE NEEDS IN THE COMMUNITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133100 133100 6824658 3596149 3228509 308272 308272 0 3361609 ANNUITIES 673084 F 673084 X 2039936 136133 168677 24030 328840 1711096 18964 -38062 -19098 1691998 912563 168677 50519 219196 693367 18964 12457 31421 724788 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME. SINCE THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2023 AND 2022, NO PROVISION FOR INCOME TAXES IS PROVIDED IN THE FINANCIAL STATEMENTS. MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE TRUST 24,030. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII -50,519. IN-KIND DONATIONS OF GOODS NOT INCLUDED ON THE AUDITED FS 12,457. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII 50,519. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN-KIND DONATIONS OF GOODS NOT INCLUDED ON THE AUDITED FS 12,457. ANNUAL DINNER 192112 170112 22000 12457 2250 24360 400 11052 192112 170112 22000 12457 2250 24360 400 11052 50519 -28519 1 SMA HEALTHCARE INC 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 590976866 501(C)(3) 340149 0 SMA PROJECTS INCLUDED: PLANNING FOR WESTSIDE DEVELOPMENT AND PROGRAM SUPPORT ACROSS THE AGENCY 1 0 PART I, LINE 2: SMA HEALTHCARE FOUNDATION, INC. (THE FOUNDATION) SOLELY SUPPORTS SMA HEALTHCARE, INC. (SMA) AND WORKS CLOSELY WITH SMA TO ENSURE THAT THE FUNDS ARE SPENT ACCORDINGLY. THE DIRECTOR OF THE FOUNDATION WORKS WITH MEMBERS OF SMA TO ENSURE THAT THIS IS DOCUMENTED BEFORE ANY FUNDS ARE TRANSFERRED OVER. ALSO, THERE IS ALWAYS AT LEAST ONE MEMBER WHO IS ON BOTH BOARDS TO ENSURE PROPER ALIGNMENT. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BY-LAWS AS OF 3/14/2023. THESE REVISIONS INCLUDE THE FOLLOWING: UPDATED THE MISSION OF THE FOUNDATION TO: "TO FOSTER RELATIONSHIPS TO INCREASE COMMUNITY AWARENESS AND SUPPORT FOR SERVICES PROVIDED BY SMA HEALTHCARE." UPDATED THE BOARD MEMBERS TERMS TO ALLOW FOR RE-ELECTION TO SERVE ADDITIONAL TERMS BETWEEN 1-3 YEARS WITHOUT LIMIT. UPDATED THE CHAIRMAN'S, VICE CHAIRMAN'S, AND TREASURER'S DUTIES: CHAIRMAN: SHALL ALSO SERVE AS AN EX-OFFICIO MEMBER OF ALL COMMITTEES, INCLUDING VOTING PRIVILEGES. VICE CHAIRMAN: SHALL ALSO SERVE AS THE CHAIR OF THE GOVERNANCE COMMITTEE. TREASURER: SHALL ALSO SERVE AS THE CHAIR OF THE FINANCE COMMITTEE. UPDATED MEETINGS TO BE ABLE TO BE CANCELED AT THE CHAIRMAN'S DISCRETION IF NO NEW BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ORGANIZATION IN ADVANCE OF THE DUE DATE OF THE RETURN FOR REVIEW BY THE APPROPRIATE STAFF AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DISCUSSED PRIOR TO A NEW MEMBER JOINING THE BOARD. THEY ARE REQUIRED TO DISCLOSE IF THEIR SITUATION CHANGES THROUGHOUT THE YEAR. A YEARLY AFFIDAVIT IS SIGNED BY EACH MEMBER STATING THAT ARE NO CONFLICTS OF INTEREST THAT THEY ARE AWARE OF. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. THE SUPPORTED ORGANIZATION, SMA HEALTHCARE (SMA), A 501(C)(3) ORGANIZATION, DONATES THE TIME AND RELATED EXPENSE OF ITS EMPLOYEES TO OPERATE THE FOUNDATION. PER IRS INSTRUCTIONS, THESE DONATED SERVICES ARE NOT REFLECTED ON THE FOUNDATION'S FORM 990 REVENUE OR EXPENSE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TR 24,030. SMA HEALTHCARE INC 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 590976866 HEALTH SERVICES FL 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0