2026-04-14T15:24:38-05:00 2025-06-30 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2024-07-01 590976866 SMA HEALTHCARE INC SMAH 3862363200 150 MAGNOLIA AVENUE DAYTONA BEACH FL 321144304 ANDREA SCHWEIZER CFO 3862363200 2026-04-12 1 1 JAMES A HALLERAN P00005496 3862574100 2026-04-12 2024 2025-03-06 01:10:19Z ANDREA SCHWEIZER 150 MAGNOLIA AVENUE DAYTONA BEACH FL 321144304 104622226 0 X WWW.SMAHEALTHCARE.ORG X 1961 FL SMA HEALTHCARE IMPROVES LIVES THROUGH EXCEPTIONAL SUBSTANCE ABUSE, MENTAL HEALTH AND PRIMARY CARE SERVICES. SMA HEALTHCARE ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS LIVING WITH ADDICTION AND MENTAL HEALTH NEEDS, FIND HOPE, HEALING, AND RECOVERY. 21 21 1426 70 0 0 62506273 73773095 29720280 30087979 1317312 752853 105387 8299 93649252 104622226 0 23361 0 0 61987587 67773951 0 0 0 27182727 28237459 89170314 96034771 4478938 8587455 80967106 93714981 16138155 20239607 64828951 73475374 X SMA HEALTHCARE IMPROVES LIVES THROUGH EXCEPTIONAL SUBSTANCE ABUSE, MENTAL HEALTH AND PRIMARY CARE SERVICES. SMA HEALTHCARE ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS LIVING WITH ADDICTION AND MENTAL HEALTH NEEDS, FIND HOPE, HEALING, AND RECOVERY. 0 0 17728892 1922905 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 280 WOMEN DURING THE FISCAL YEAR. A TOTAL OF 6 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 357.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 48 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 160 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 194 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 62 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 1-6 MONTHS. REFERRALS ARE RECEIVED FROM THE COMMUNITY AND THE JUDICIAL SYSTEM. 352 ADULTS WERE SERVED DURING THE FISCAL YEAR. 11700373 3625912 CRISIS STABILIZATION: SMA HEALTHCARE PROVIDES CRISIS STABILIZATION SERVICES TO INDIVIDUALS EXPERIENCING ACUTE MENTAL HEALTH AND SUBSTANCE USE CRISES. THESE SERVICES ARE DESIGNED TO ENSURE IMMEDIATE SAFETY, REDUCE THE NEED FOR INPATIENT HOSPITALIZATION, AND CONNECT INDIVIDUALS TO APPROPRIATE ONGOING CARE. CRISIS STABILIZATION PROGRAMS PROVIDE SHORT TERM ASSESSMENT, INTERVENTION, AND SUPPORT IN A STRUCTURED THERAPEUTIC SETTING, SERVING ADULTS AND YOUTH. THESE SERVICES PLAY A CRITICAL ROLE IN SUPPORTING COMMUNITY WELL BEING AND CONTINUITY OF CARE WITHIN THE LOCAL BEHAVIORAL HEALTH SYSTEM. THE MARION AND VOLUSIA COUNTY CRISIS STABILIZATION UNIT AND DETOXIFICATION SERVICES OPERATE AS SHORT TERM FACILITIES FOR CLIENTS EXPERIENCING MENTAL HEALTH AND/OR SUBSTANCE USE CRISES, OFFERING MEDICATION MANAGEMENT APPROPRIATE TO INDIVIDUAL NEEDS, INDIVIDUAL AND GROUP COUNSELING, AND DISCHARGE PLANNING TO THE NEXT APPROPRIATE LEVEL OF CARE. 10346597 862293 OUTPATIENT: SMA HEALTHCARE PROVIDES A COMPREHENSIVE RANGE OF OUTPATIENT SERVICES TO SUPPORT INDIVIDUALS WITH MENTAL HEALTH AND SUBSTANCE USE TREATMENT NEEDS. OUTPATIENT SERVICES INCLUDE PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT, INDIVIDUAL, GROUP, AND FAMILY COUNSELING, CASE MANAGEMENT, AND EVIDENCE BASED THERAPEUTIC INTERVENTIONS. THESE SERVICES ARE DESIGNED TO PROMOTE STABILITY, RECOVERY, AND IMPROVED FUNCTIONING WHILE ALLOWING INDIVIDUALS TO REMAIN ENGAGED IN THEIR FAMILIES, WORK, AND COMMUNITIES. SMA'S OUTPATIENT PROGRAMS SUPPORT CONTINUITY OF CARE BY SERVING AS STEP DOWN TREATMENT FOLLOWING HIGHER LEVELS OF CARE AND AS ONGOING SUPPORT FOR LONG TERM RECOVERY. 29390728 23361 14188345 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). 10124236 2340826 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 10,614 CLIENTS. 6962257 7147700 PHARMACY - SMA'S PHARMACY FILLED 51,346 PRESCRIPTIONS DURING THE FISCAL YEAR. PRESCRIPTIONS ARE DISPENSED FOR THE AGENCY'S INPATIENT AND RESIDENTIAL UNITS AS WELL AS TO OUR OUTPATIENT CLIENTS. 46477221 23361 23676871 86253083 1 1 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 48 0 1 1426 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ANDREA SCHWEIZER 3862361683 150 MAGNOLIA AVENUE DAYTONA BEACH FL 321144304 ALVIN JACKSON BOARD MEMBER 1.00 0.00 X 0 0 0 ANDRE FLEMING BOARD MEMBER 1.00 0.00 X 0 0 0 AUSTIN BROWNLEE VICE CHAIR 1.00 1.00 X X 0 0 0 CONNIE RITCHEY BOARD MEMBER 1.00 0.00 X 0 0 0 DEBBIE ALLEN SECRETARY 1.00 0.00 X X 0 0 0 GARY NORMAN TREASURER 1.00 0.00 X X 0 0 0 HEATHER SHUBIRG BOARD MEMBER 1.00 1.00 X 0 0 0 HEIDI PETITO BOARD MEMBER 1.00 0.00 X 0 0 0 JACK C FISHER BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES ROSE IMMIEDATE PAST CHAIR 1.00 0.00 X X 0 0 0 JOHN REID BOARD MEMBER 1.00 0.00 X 0 0 0 JOYCE SHANAHAN BOARD MEMBER 1.00 0.00 X 0 0 0 KIRSTIN LABELL BOARD MEMBER 1.00 0.00 X 0 0 0 LORETHA TOLBERT-RICH BOARD MEMBER 1.00 0.00 X 0 0 0 MICHELE JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 MICHELLE ALVAREZ BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE MARTIN BOARD MEMBER 1.00 0.00 X 0 0 0 ROSARIA UPCHURCH BOARD MEMBER 1.00 0.00 X 0 0 0 SALMAN AHMED CHAIRMAN 1.00 0.00 X X 0 0 0 TED SERBOUSEK BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS SAVONE BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREA SCHWEIZER CFO 40.00 0.00 X 153860 0 21105 IVAN COSIMI CEO 40.00 0.00 X 331712 0 25073 KAREN DUNCAN CHIEF NURSING OFFICER 40.00 0.00 X 159014 0 24196 KELLY MELLICHAMPE CHIEF HR OFFICER 40.00 0.00 X 153008 0 22642 NICOLE J SHARBONO COO 40.00 0.00 X 197184 0 20908 RICHARD CURLEY CHIEF INFORMATION OFFICER 40.00 0.00 X 179429 0 25345 SARAH BURMAN CHIEF ADMIN. OFFICER 40.00 0.00 X 148425 0 18932 VICKKI-ANN S SAMUEL REGIONAL MEDICAL DIRECTOR 40.00 0.00 X 362479 0 30786 YUSEF A CANAAN CHIEF MEDICAL OFFICER 40.00 0.00 X 393805 0 37495 DEBORAH HOISINGTON APRN 40.00 0.00 X 163183 0 74 GUY R CZAYKOWSKY PSYCHIATRIST 32.00 0.00 X 274701 0 26784 KIMBERLY ROGERS APRN 40.00 0.00 X 187642 0 24902 TABITHA J RUTTER APRN 40.00 0.00 X 154928 0 12365 APRIL FERGUSON MEDICAL DIRECTOR 40.00 0.00 X 180988 0 4194 3040358 0 294801 55 0 1 0 AM WEIGEL CONSTRUCTION INC 166 S PALMETTO AVE DAYTONA BEACH FL 32114 BUILDING CONTRACTOR 1949422 EXECUTIVE BUILDING SERVICES 616 RIDGE BLVD SOUTH DAYTONA FL 32119 COMMERCIAL CLEANING SERVICES 1239217 PAUL CULVER CONSTRUCTION 201 OSCEOLA AVE DAYTONA BEACH FL 32114 BUILDING CONTRACTOR 382182 EDMUNDO RIVERA 250 TREEMONT DR ORANGE CITY FL 32763 CONTRACT PHYSICIAN 114000 AFFORDABLE ROOFING & CONSTRUCTION 180 FARRIER PASS NEW SMYRNA BEACH FL 32168 ROOFING 107461 5 60000 1095576 72026631 590888 365886 73773095 MEDICARE AND MEDICAID 623990 8212326 8212326 PHARMACY 623990 7147700 7147700 CLIENT FEES & INSUR. REIMBURSEMEN 623990 6842556 6842556 CONTRACTS 623990 6274504 6274504 INTERDEPARTMENT REVENUE 623990 773987 773987 836906 836906 30087979 548971 548971 8299 0 8299 8299 8299 79095 124787 0 0 79095 124787 203882 203882 104622226 30087979 0 761152 22850 22850 511 511 2558212 1472051 1086161 54157129 47219420 6937709 1198440 1046623 151817 5795765 4912908 882857 4064405 3517498 546907 90777 700 90077 131790 39174 92616 69062 69062 984540 745074 239466 245601 84457 161144 1490642 971269 519373 1772167 938790 833377 4890584 4563976 326608 489329 299645 189684 224694 3079 221615 2459339 1750410 708929 2220867 1875908 344959 ALLOCATION OF INDIRECT 0 4253545 -4253545 MEDICAL & PHARMACY 6768022 6766854 1168 CLIENT PROGRAMS & SERVI 2087672 1853651 234021 EQUIPMENT COSTS 1940938 1557623 383315 2371435 2357067 14368 96034771 86253083 9781688 0 5038538 12833321 2696360 4845653 18092544 8739999 3441097 4539329 817568 668684 350692 451830 66949054 23521957 32144442 43427097 7022553 7273736 8094158 7905228 3269154 3030104 80967106 93714981 8780887 10787120 116490 79405 4824919 6826309 2415859 2546773 16138155 20239607 X 56734793 65570146 8094158 7905228 64828951 73475374 80967106 93714981 X 8587455 247898 -188930 X 0 1 X 1 1 1 X 41767200 75729575 56343825 62506273 73773095 310119968 41767200 75729575 56343825 62506273 73773095 310119968 310119968 129314 196010 298019 684158 557270 1864771 311984739 117855252 0.99400 0.99460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 69062 69062 0 PART II-B, LINE 1: LEGISLATIVE REPRESENTATIVE - A LAW FIRM HAS BEEN HIRED TO PROTECT THE INTERESTS OF THE BEHAVIORAL HEALTH INDUSTRY WITH THE FLORIDA LEGISLATURE. 0 1 X 4050433 4050433 54457646 17548317 36909329 576490 387130 189360 5032612 3599659 1432953 2831873 1986851 845022 43427097 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 7905228 F 7905228 DEFERRED COMPENSATION PLAN 70201 REFUNDABLE ADVANCES 2129874 FINANCING LEASE LIABILITY - RIGHT OF USE 346698 2546773 X 105347446 247898 477322 725220 104622226 0 104622226 96512093 477322 477322 96034771 0 96034771 PART IV, LINE 2B: THE ORGANIZATION IS THE ASSIGNED REPRESENTATIVE PAYEE BY SOCIAL SECURITY ADMINISTRATION FOR SOME OF OUR CLIENTS. WE RECEIVE THEIR MONTHLY PAYMENTS AND THEN WORK WITH CASE MANAGERS TO ASSURE THAT THEIR BILLS ARE PAID. PART X, LINE 2: THE ORGANIZATION 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 ORGANIZATION HAD NO TAXABLE UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2025 AND 2024, NO PROVISION FOR INCOME TAXES IS PROVIDED IN THE FINANCIAL STATEMENTS. MANAGEMENT OF THE ORGANIZATION 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 ORGANIZATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE ORGANIZATION 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 THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. 0 UNITED WAY OF VOLUSIA & FLAGLER COUNTY 1530 CORNERSTONE BLVD DAYTONA BEACH FL 32117 591099774 501(C)(3) 5500 0 GENERAL SUPPORT 1 0 X X X X X 0 0 0 0 0 0 0 0 0 YUSEF A CANAAN CHIEF MEDICAL OFFICER 373805 0 20000 0 0 0 21454 0 16041 0 431300 0 0 0 VICKKI-ANN S SAMUEL REGIONAL MEDICAL DIRECTOR 356479 0 6000 0 0 0 16441 0 14345 0 393265 0 0 0 IVAN COSIMI CEO 303712 0 28000 0 0 0 16714 0 8359 0 356785 0 0 0 GUY R CZAYKOWSKY PSYCHIATRIST 269951 0 4750 0 0 0 16665 0 10119 0 301485 0 0 0 NICOLE J SHARBONO COO 177184 0 20000 0 0 0 11027 0 9881 0 218092 0 0 0 KIMBERLY ROGERS APRN 185642 0 2000 0 0 0 11047 0 13855 0 212544 0 0 0 RICHARD CURLEY CHIEF INFORMATION OFFICER 159429 0 20000 0 0 0 11208 0 14137 0 204774 0 0 0 APRIL FERGUSON MEDICAL DIRECTOR 176238 0 4750 0 0 0 4194 0 0 0 185182 0 0 0 KAREN DUNCAN CHIEF NURSING OFFICER 141014 0 18000 0 0 0 10059 0 14137 0 183210 0 0 0 KELLY MELLICHAMPE CHIEF HR OFFICER 135008 0 18000 0 0 0 8782 0 13860 0 175650 0 0 0 ANDREA SCHWEIZER CFO 135860 0 18000 0 0 0 5059 0 16046 0 174965 0 0 0 SARAH BURMAN CHIEF ADMIN. OFFICER 130425 0 18000 0 0 0 9073 0 9859 0 167357 0 0 0 TABITHA J RUTTER APRN 154928 0 0 0 0 0 4729 0 7636 0 167293 0 0 0 DEBORAH HOISINGTON APRN 160683 0 2500 0 0 0 0 0 74 0 163257 0 0 0 X 1 365886 FMV 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 ARTICLE II, SECTION 1 (AUTHORITY BOARD RESPONSIBILITIES): BOARD OVERSIGHT AUTHORITY CHANGED FROM APPROVING HEALTH CENTER PROGRAM SERVICE DELIVERY LOCATIONS AND HOURS OF OPERATION TO APPROVING HEALTH CENTER PROGRAM SERVICES, SERVICE DELIVERY LOCATIONS, AND HOURS OF OPERATION, EXPANDING THE BOARD'S AUTHORITY TO INCLUDE APPROVAL OF THE SERVICES THEMSELVES. ARTICLE II, SECTION 2 (NUMBER AND COMPOSITION TERMINOLOGY): BOARD MEMBERSHIP TERMINOLOGY CHANGED FROM "USER MEMBERS SERVED BY THE HEALTH CENTER" TO "PATIENT MEMBERS SERVED BY THE HEALTH CENTER." CORRESPONDINGLY, TERMINOLOGY DESCRIBING OTHER BOARD MEMBERS CHANGED FROM "NON-USER MEMBERS" TO "NON-PATIENT MEMBERS." ARTICLE II, SECTION 2 (NUMBER AND COMPOSITION SPECIAL POPULATION REPRESENTATION): BOARD COMPOSITION REQUIREMENTS CHANGED FROM HAVING NO EXPLICIT REQUIREMENT REGARDING REPRESENTATION OF A SPECIFIC SPECIAL POPULATION TO REQUIRING THAT AT LEAST ONE BOARD MEMBER BE A REPRESENTATIVE WITH KNOWLEDGE AND EXPERTISE RELATED TO INDIVIDUALS EXPERIENCING HOMELESSNESS. ARTICLE II, SECTION 4 (SELECTION OF DIRECTORS): DIRECTOR SELECTION PROCEDURES CHANGED FROM REQUIRING THE NOMINATING COMMITTEE TO SCREEN CANDIDATES BASED ON QUALIFICATIONS, INTEREST, AND ABILITY TO SERVE THE ORGANIZATION TO ALSO REQUIRING THE NOMINATING COMMITTEE TO REVIEW ANY APPLICANT FOR POTENTIAL CONFLICTS OF INTEREST IN ACCORDANCE WITH THE BOARD CONFLICT OF INTEREST POLICY PRIOR TO SUBMISSION TO THE FULL BOARD OF DIRECTORS. ARTICLE XIII (REVISION HISTORY): THE REVISION HISTORY CHANGED FROM LISTING REVISIONS THROUGH DECEMBER 7, 2021 TO INCLUDING ADDITIONAL REVISIONS DATED JUNE 1, 2022; OCTOBER 13, 2023; AND SEPTEMBER 13, 2024. FORM 990, PART VI, SECTION B, LINE 11B 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 EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER CONSIDERING THE SCOPE OF THE AGENCY AS COMPARED TO OTHER NON-PROFITS PROVIDING SIMILAR SERVICES. IN DETERMINING THE COMPENSATION THE COMMITTEE UTILIZES INFORMATION ABOUT OTHER SIMILAR ORGANIZATIONS AS WELL AS LOCAL MARKET DATA IN DETERMINING THE CEO COMPENSATION. THE ORGANIZATION'S PROCESS FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS ALSO INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA FROM FBHA SALARY SURVEY, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. 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 - IN PERPETUITY PURPOSE RESTRICTED FOUNDATION ASSETS DEVELOPMENT -173,038. CHANGE IN FOUNDATION - PERM RESTRICTED -15,892. SMA HEALTHCARE FOUNDATION INC 150 MAGNOLIA AVENUE DAYTONA BEACH FL 32114 593496645 FUNDRAISING IN SUPPORT OF SMA HEALTHCARE FL 501(C)(3) LINE 12C, III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0