2026-05-11T12:08:32-05:00 2025-06-30 593040705 RIVERO GORDIMER & COMPANY PA 201 N FRANKLIN ST SUITE 2200 TAMPA FL 33602 990 2024-07-01 593172948 PHOENIX PROGRAMS OF FLORIDA INC PHOE 8138811000 510 VONDERBURG DRIVE 301 BRANDON FL 33511 MARIA ALVAREZ PRESIDENT & CEO 8138811000 2026-05-11 1 0 SAM LAZZARA P00176817 8138757774 2024 2025-03-06 01:10:19Z PHOENIX HOUSE FLORIDA MARIA ALVAREZ 510 VONDERBURG DR STE 301 BRANDON FL 33511 11487295 0 X WWW.PHOENIXFL.ORG X 1990 FL WE ARE PASSIONATE ABOUT HEALING INDIVIDUALS, FAMILIES AND COMMUNITIES CHALLENGED BY SUBSTANCE USE DISORDERS AND RELATED MENTAL HEALTH CONDITIONS. 12 12 182 12 0 0 4715671 2991356 8125645 8374759 163163 87247 -84499 -95629 12919980 11357733 0 0 0 0 6528317 6493327 0 0 104048 5352822 5431213 11881139 11924540 1038841 -566807 9907871 8670335 2477612 1806883 7430259 6863452 X WE ARE PASSIONATE ABOUT HEALING INDIVIDUALS, FAMILIES AND COMMUNITIES CHALLENGED BY SUBSTANCE USE DISORDERS AND RELATED MENTAL HEALTH CONDITIONS.WE OFFER TREATMENT TO ADULTS, ADOLESCENTS AND TEENS. WE OFFER RESIDENTIAL SERVICES TO BOTH ADULT MEN AND WOMEN. WE ALSO OFFER OUTPATIENT AND INTENSIVE OUTPATIENT SERVICES TO ADULT MEN AND WOMEN, AND TEENS.ADDITIONALLY, OUR MEDICATION-ASSISTED TREATMENT (MAT) PROGRAM USES MEDICATIONS, IN COMBINATION WITH COUNSELING AND BEHAVIORAL THERAPIES, TO PROVIDE A "WHOLE-PATIENT" APPROACH THAT FOCUSES ON AN INDIVIDUALLY TAILORED PROGRAM OF MEDICATION AND BEHAVIORAL THERAPY. 0 0 8047625 7357009 ADULT RESIDENTIAL PROGRAM - THE ADULT RESIDENTIAL PROGRAM PROVIDES COMPREHENSIVE, OUTCOMES-DRIVEN SUBSTANCE USE TREATMENT TO ADULT MEN AND WOMEN THROUGH SEPARATE RESIDENTIAL PROGRAMS. SERVICES ARE DESIGNED AND FACILITATED TO PROMOTE SUSTAINABLE RECOVERY AND POSITIVE BEHAVIORAL CHANGE. WE SUCCESSFULLY OFFER BOTH SHORT- AND LONG-TERM LEVELS OF CARE TO INDIGENT INDIVIDUALS THROUGH STRONG STEWARDSHIP AND EFFECTIVE MANAGEMENT OF EXISTING CONTRACTS, WHILE ALSO SERVING INDIVIDUALS WHO ARE PRIVATELY FUNDED OR COVERED BY COMMERCIAL INSURANCE. 1990697 1017750 OUTPATIENT SERVICES - OPENED IN 2012 AND EXTENSIVELY EXPANDED AND RENOVATED IN 2016 TO MEET THE NEEDS OF THE BRANDON COMMUNITY AND THE GREATER TAMPA AREA, THE BRANDON OUTPATIENT LOCATION PROVIDES INDIVIDUALIZED INTENSIVE OUTPATIENT (IOP), OUTPATIENT (OP), AND AFTERCARE (AC) SERVICES FOR BOTH ADULTS AND ADOLESCENTS. WE HAVE SINCE EXPANDED TO AN ADDITIONAL OUTPATIENT PROGRAM IN THE TAMPA BAY AREA, THE ROME OUTPATIENT LOCATION, WHICH ALSO OFFERS INDIVIDUALIZED IOP, OP, AND AC SERVICES FOR ADULTS AND ADOLESCENTS. OUR PROGRAMS FOCUS ON PROMOTING HEALTHY, POSITIVE LIFE CHOICES AND EMPOWER PARTICIPANTS TO IDENTIFY AND BUILD UPON THEIR UNIQUE STRENGTHS. ADDITIONALLY, WE ARE EQUIPPED TO SUPPORT INDIVIDUALS WITH CO-OCCURRING MENTAL HEALTH CONDITIONS, INCLUDING DEPRESSION, ANXIETY, ATTENTION DEFICIT DISORDER, AND BIPOLAR DISORDER. 10038322 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 35 0 1 182 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X MARIA ALVAREZ 8138811000 510 VONDERBURG DR STE 301 BRANDON FL 33511 SANDRA MURMAN CHAIR 1.00 X X 0 0 0 STEVEN E ROVNER TREASURER 1.00 X X 0 0 0 JULIANNE HOLT SECRETARY 1.00 X X 0 0 0 MICHAEL OWEN DIRECTOR 1.00 X 0 0 0 JILL COLLINS DIRECTOR 1.00 X 0 0 0 HERB GOETSCHIUS DIRECTOR 1.00 X 0 0 0 JAY TAYLOR DIRECTOR 1.00 X 0 0 0 DREW ALLEN DIRECTOR 1.00 X 0 0 0 MARK URBANSKI DIRECTOR 1.00 X 0 0 0 MICHAEL MURRAY DIRECTOR 1.00 X 0 0 0 TIFFANIE COLE DIRECTOR 1.00 X 0 0 0 BEN HELDFOND THROUGH 102024 VICE CHAIRMAN 1.00 X X 0 0 0 MARIA ALVAREZ PRESIDENT AND CEO 45.00 X 256529 0 2886 FRANK LAVERDE CFO 40.00 X 107051 0 6667 SAMANTHA LATIMER SR. RISK, COMPLIANCE & QUALITY MANAGER 40.00 X 110838 0 7955 RICHARD GUSHWA PSYCHIATRIST 20.00 X 261862 0 0 736280 0 17508 4 0 1 0 NATIONAL COUNCIL FOR MENTAL WELLBEING PO BOX 745709 ATLANTA GA 30374 BEHAVIORAL HEALTH CONSULTING 144575 CONTINUITY CONSULTING LLC 1321 WINNIPED DR LEWISVILLE TX 75077 COMPUTER SOFTWARE CONSULTING 135000 KENN M SCOTT PLLC 2780 E FOWLER 229 TAMPA FL 33612 ACCOUNTING 120625 3 200348 2550357 240651 185803 2991356 FEES & CONTRACTS GOV AGENCY 624100 7740557 7740557 FOOD STAMPS 624100 293990 293990 CLIENT FEES 624100 215826 215826 PRIVATE INSURANCE 624100 76228 76228 MANAGED MEDICAID 624100 48158 48158 8374759 87247 87247 0 200348 129562 -129562 -129562 OTHER REVENUE 900099 33933 33933 33933 11357733 8408692 0 -42315 363580 306071 54792 2717 5206010 4382552 784556 38902 70501 56486 13505 510 447051 358182 85638 3231 406185 325440 77809 2936 12460 7250 4647 563 43500 43500 114180 114180 836775 578626 213212 44937 605199 486538 114589 4072 105935 88234 17701 471409 397763 73646 108583 70591 37992 443714 416639 27075 398534 346488 52046 RESIDENTIAL SUSTENANCE 1576550 1574540 2010 MISCELLANEOUS 322422 259382 56860 6180 REPAIRS AND MAINTENANCE 317469 309120 8349 VEHICLE COSTS 74483 74420 63 11924540 10038322 1782170 104048 2219587 956992 1680986 11973 1388881 2050810 179970 175728 32019 21783 153421 259191 9674918 5189538 3493981 4485380 759026 708478 9907871 8670335 727917 911870 23945 32500 272167 174961 1453583 687552 2477612 1806883 X 7292295 6769780 137964 93672 7430259 6863452 9907871 8670335 -566807 0 X X 0 1 X 1 0 X 2503845 1806782 4181592 4715671 2991356 16199246 2503845 1806782 4181592 4715671 2991356 16199246 18640 16180606 919 4619 112801 163163 87247 368749 16567995 3673355 0.97660 0.96960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114180 114180 11810360 11924540 746227 186557 0 0 565304 620494 744057 746227 2676082 4014123 44000 96090 114243 114180 368513 141326 155124 186014 186557 669021 1003532 74672 74672 5762522 3295574 2466948 293970 192647 101323 2056470 1701317 355153 1487284 1487284 4485380 SECURITY DEPOSIT 29493 RIGHT OF USE ASSET 678985 708478 OPERATING LEASE LIABILITY 687552 687552 X 11357733 0 11357733 0 11357733 11924540 0 11924540 0 11924540 PART X, LINE 2: PP FLORIDA FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. PP FLORIDA IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501 (C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. PP FLORIDA HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. PP FLORIDA HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. TAX YEARS AFTER 2021 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. RISE EVENT 200348 200348 129562 200348 200348 129562 129562 -129562 X 0 0 0 0 0 0 0 0 0 RICHARD GUSHWA PSYCHIATRIST 261862 0 0 0 0 0 0 0 0 0 261862 0 0 0 MARIA ALVAREZ PRESIDENT AND CEO 256529 0 0 0 0 0 2886 0 0 0 259415 0 0 0 JAY TAYLOR BOARD MEMBER 82500 DIGITAL MARKETING SERVICES 0 X 39200 X 104 123118 X OTHER 1 19585 X RECREATIONAL SUPPLIES 1 3900 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS PREPARED BY INDEPENDENT AUDITORS; AND REVIEWED BY SENIOR MANAGEMENT AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. A COPY OF THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS IN TIME FOR THEIR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS ALL OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD OF DIRECTORS DIRECTLY REVIEWS ALL TRANSACTIONS PRESENTING ANY POTENTIAL CONFLICT OF INTEREST, OR THE APPEARANCE THEREOF, AND ENFORCES THE POLICY BY APPROVING SUCH TRANSACTIONS ONLY IF THEY DO NOT PRESENT A CONFLICT OR ARE INDEPENDTLY DETERMINED TO BE FAIR, REASONABLE, AND IN THE BEST INTEREST OF THE ORGANIZATION. ANY DIRECTOR OR OFFICER WITH AN INTEREST IN THE TRANSACTION AT ISSUE MAY NOT PARTICIPATE IN OR ATTEMPT TO INFLUENCE THE BOARD'S DELIBERATIONS OR DECISION. PRIOR TO ENTERING INTO SUCH A TRANSACTION, THE BOARD ALSO CONSIDERS ALTERNATIVE TRANSACTIONS TO THE EXTENT AVAILABLE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD (WITHOUT PARTICIPATION BY THE PERSON COMPENSATED) PERFORMED A REVIEW OF AND MADE RECOMMENDATION REGARDING THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THIS ORGANIZATION INCLUDES ITS FINANCIAL RESULTS IN THE PHOENIX PROGRAMS OF FLORIDA FINANCIAL STATEMENTS WHICH WILL BE PUBLISHED IN THE ANNUAL REPORT. UPON REQUEST, OTHER CORPORATE DOCUMENTS ARE AVAILABLE ONLY AT THE DIRECTION OF MANAGEMENT UNLESS REQUIRED BY LAW. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.