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Source: IRS Form 990 via ProPublica Nonprofit Explorer
Total Revenue
▼$81.7M
Total Contributions
$56.3M
Total Expenses
▼$78.6M
Total Assets
$75.3M
Total Liabilities
▼$16.4M
Net Assets
$59M
Officer Compensation
→$1.3M
Other Salaries
$44.4M
Investment Income
▼$298K
Fundraising
▼$0
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$25.4M
Awards Found
28
Department of Health and Human Services
$4.2M
SMA HEALTHCARE, INC.- CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC
Department of Health and Human Services
$3M
CCBHC- IMPROVEMENT AND ADVANCEMENT GRANT - POPULATION OF FOCUS FOR SMA HEALTHCARE’S CCBHC SERVICES INCLUDES CONSUMERS OF ALL AGES WITH SERIOUS MENTAL ILLNESS (SMI), SUBSTANCE USE DISORDERS (SUD), INCLUDING OPIOID DISORDERS; CHILDREN AND ADOLESCENTS WITH SERIOUS EMOTIONAL DISTURBANCE (SED); INDIVIDUALS WITH CO-OCCURRING DISORDERS (COD); AND INDIVIDUALS IN NEED OF PRIMARY CARE SERVICES LIVING IN VOLUSIA COUNTY FLORIDA. PROJECT GOALS AND OBJECTIVES INCLUDE: GOAL #1- SMA’S CCBHC WILL OPERATE IN COMPLIANCE WITH THE MOST RECENT CCBHC CERTIFICATION CRITERIA BY JULY 1ST, 2024 AND BE IN COMPLIANCE THROUGHOUT THE PROJECT PERIOD: OBJECTIVE #1A & B. CCBHC PROGRAM WILL BEGIN AND PROVIDE ALL NINE CORE CCBHC SERVICES WITHIN FOUR MONTHS AFTER GRANT AWARD. OBJECTIVE #1C- CCBHC SERVICES FUNDED BY THIS GRANT AWARD WILL SERVE 450 CONSUMERS ANNUALLY IN YEARS 1-4. (TOTAL UNDUPLICATED NUMBER SERVED OVER 4 YEARS WILL BE 1,000). OBJECTIVE #1D & E - PROVIDE MEDICAL CASE MANAGEMENT SERVICES TO 75 CONSUMERS AND CASE MANAGEMENT TO 50 OR MORE UNDUPLICATED NON-INSURED CONSUMERS ENROLLED IN PSYCHIATRIC MEDICATION MANAGEMENT OUTPATIENT SERVICES EACH YEAR. OBJECTIVE #1F- IMPLEMENT PSYCHIATRIC REHABILITATION SERVICES FOR 50 UNDUPLICATED CONSUMERS ANNUALLY. OBJECTIVE #1H- PROVIDE 250 CONSUMERS CCBHC EVIDENCE-BASED MENTAL HEALTH-RELATED SERVICES (IPP MEASURE). GOAL #2- CONDUCT AT LEAST ONE COMMUNITY NEEDS ASSESSMENT: OBJECTIVE #2A- BY THE END OF 2024, SMA HEALTHCARE WILL CONDUCT A COMMUNITY NEEDS ASSESSMENT THAT INCLUDES INPUT FROM CONSUMERS AND FAMILY MEMBERS. OBJECTIVE #2B- BY JUNE 30, 2025, SMA WILL SUBMIT AN ATTESTATION THAT IT HAS MET THE CCBHC CERTIFICATION CRITERIA. GOAL #3- IMPLEMENT INFRASTRUCTURE DEVELOPMENT ACTIVITIES NEEDED TO ADDRESS OPERATIONAL ACTIVITIES NEEDED TO CONTINUE MEETING THE CERTIFICATION CRITERIA AND IMPROVE THE QUALITY AND EFFECTIVENESS OF CCBHC SERVICES: OBJECTIVE #3A- CONTINUE TO PROVIDE AND ENGAGE IN THIRD PARTY SUPPORT SMA’S ELECTRONIC HEALTH INFORMATION TECHNOLOGY. OBJECTIVE #3B- SMA WILL ENGAGE IN DATA SHARING THROUGH ELECTRONIC HEALTH INFORMATION EXCHANGE. OBJECTIVE #3C- CARE COORDINATION AGREEMENTS (CCA) WILL BE EXECUTED WITHIN THE FIRST THREE MONTHS OF GRANT AWARD AND ANNUALLY. GOAL #4- MEANINGFULLY INVOLVE CONSUMERS AND FAMILY MEMBERS IN DESIGNING, PROVIDING, MONITORING, EVALUATING SERVICES, AND PARTICIPATING OR PROVIDING INPUT TO THE CCBHC BOARD: OBJECTIVE #4A- SMA WILL RECRUIT ANNUALLY AT LEAST ONE MEMBER WHO IS A CONSUMER OR CONSUMER’S FAMILY MEMBER TO THE ADVISORY BOARD. OBJECTIVE #4B- AT LEAST 4 OR 50% OF ADVISORY BOARD MEMBERS WILL BE CONSUMERS OR FAMILY MEMBERS. GOAL #5- WITHIN ONE YEAR OF AWARD, SMA WILL DEVELOP AND IMPLEMENT A SUSTAINABILITY PLAN THAT IS UPDATED ANNUALLY TO SUPPORT DELIVERY OF SERVICES ONCE FEDERAL FUNDING ENDS: OBJECTIVE #5A- SMA CCBHC WILL COMPLETE AND SUBMIT TO SAMHSA A SUSTAINABILITY PLAN WITHIN A YEAR OF GRANT AWARD AND ANNUALLY THEREAFTER. GOAL #6- PARTICIPATE IN SAMHSA PROVIDED CCBHC TECHNICAL ASSISTANCE CENTER ACTIVITIES. OBJECTIVE #6A- SMA’S CCBHC WILL PARTICIPATE IN TAC ACTIVITIES THAT PROMOTE ADHERENCE TO THE CCBHC MODEL, CERTIFICATION, SUSTAINABILITY, AND PROCESSES THAT SUPPORT ACCESS TO CARE AND EVIDENCE-BASED PRACTICES THROUGHOUT THE PERIOD OF GRANT AWARD. CCBHC SERVICES FUNDED BY THIS GRANT AWARD WILL SERVE 450 CONSUMERS ANNUALLY IN YEARS 1-4. THE TOTAL UNDUPLICATED NUMBER SERVED OVER 4 YEARS WILL BE 1,000.
Department of Health and Human Services
$2.5M
VOLUSIA COUNTY PATHWAYS TO WELLNESS AND HOUSING(PATHWAYS)
Department of Health and Human Services
$2.3M
SAMHSA AOT PROGRAM (FLAGLER, PUTNAM, & ST. JOHNS) - A COALITION OF LOCAL CIVIL COMMITMENT PROCESS STAKEHOLDERS, LED BY SMA HEALTHCARE, INC., PROPOSES TO DEVELOP AND IMPLEMENT AN ASSISTED OUTPATIENT TREATMENT (AOT) PROGRAM TO SERVE CITIZENS OF ST. JOHNS, FLAGLER, AND PUTNAM COUNTIES, FLORIDA. AOT WILL BE PROVIDING AOT TO 220 INDIVIDUALS OVER THE GRANT PERIOD (51, 70, 70 AND 60 RESPECTIVELY FOR YEARS 1-4) EXPERIENCING SERIOUS MENTAL ILLNESS WHO HAVE A HISTORY OF REPEATED DISCHARGE FROM INPATIENT CARE IN STABLE CONDITION, ONLY TO BE READMITTED UNDER A BAKER ACT AT LEAST TWICE IN A 36-MONTH PERIOD. AOT WILL BE IMPLEMENTED ADHERING TO THE AOT MODEL AS PRESENTED IN “IMPLEMENTING ASSISTED OUTPATIENT TREATMENT: ESSENTIAL ELEMENTS, BUILDING BLOCKS AND TIPS FOR MAXIMIZING RESULTS” (TREATMENT ADVOCACY CENTER, OCTOBER 2019). PARTICIPANTS WILL BE REFERRED TO LOCAL PSYCHIATRIC OUTPATIENT SERVICES TO INCLUDE MEDICATION MANAGEMENT AND COUNSELING SERVICES IN THREE COUNTIES. GRANT FUNDS WILL BE USED TO FUND 3 TARGETED CASE MANAGERS UTILIZING EVIDENCE-BASED INTENSIVE CASE MANAGEMENT MODEL AND THREE RECOVERY SUPPORT SPECIALIST FOCUSED ON ENGAGING COMMUNITY SUPPORT SYSTEMS IN THE 3 COUNTIES WITH THE FOLLOWING GOALS AND OBJECTIVES: GOAL 1: ESTABLISH AN AOT PROCESS SUPPORTED BY THE LOCAL BAKER ACT JUDGES, BAKER ACT RECEIVING FACILITIES, AND TREATMENT PROVIDERS OF SEVERE MENTAL ILLNESS. OBJECTIVE 1A - ESTABLISH AN “AOT MANAGEMENT TEAM” WITHIN TWO MONTHS OF GRANT AWARD THAT WILL MEET MONTHLY IN FIRST YEAR AND QUARTERLY THEREAFTER. OBJECTIVE 1B- SUBMIT MOUS FROM “AOT MANAGEMENT TEAM” WITHIN 4 MONTHS OF AWARD. OBJECTIVE(S) 1C, D AND E- WITHIN FIRST SIX MONTHS OF AWARD ESTABLISH A STEERING COMMITTEE OF STAKEHOLDERS, EVALUATOR, AND CONSUMERS/FAMILY MEMBERS, COMPLETE THE PROGRAM IMPLEMENTATION PLAN INCLUDING DIAGRAM OF THE WORKFLOW OF THE PROJECT AND DEVELOP AND SUBMIT A PROJECT STAFF TRAINING PLAN FOR ALL AGENCY PERSONNEL INVOLVED WITH THE PARTICIPANT. GOAL 2: IDENTIFY AND ENGAGE INDIVIDUALS WHO MEET AOT CRITERIA TO INCREASE PARTICIPATION IN TREATMENT SERVICES, ESPECIALLY THOSE EXPERIENCING ANOSOGNOSIA, AND REDUCE PSYCHIATRIC HOSPITALIZATION, ARRESTS, AND HOMELESSNESS. OBJECTIVE 2A- 75% OF AOT ENROLLED PARTICIPANTS WILL NOT BE ADMITTED TO AN INPATIENT CRISIS UNIT OR STATE PSYCHIATRIC HOSPITAL IN ANY ONE-YEAR PERIOD WHILE PARTICIPATING IN AOT. OBJECTIVE 2B AND C- 75% OF AOT EXPANSION ENROLLED PARTICIPANTS WILL NOT BE ARRESTED AND SHALL NOT EXPERIENCE HOMELESSNESS SUBSEQUENT TO ADMISSION AT SIX-MONTH INTERVALS AND AT DISCHARGE. OBJECTIVE 2D- 85% OF AOT PARTICIPANTS WILL REMAIN IN TREATMENT THREE MONTHS AFTER ADMISSION. OBJECTIVE 2E- 70% OF PARTICIPANTS WILL SUCCESSFULLY COMPLETE THE AOT PROGRAM AND MEET STATUTORY REQUIREMENTS TO FINISH AOT. OBJECTIVE 2F- 80% OF PARTICIPANTS WILL ENGAGE IN ANCILLARY SERVICES WITHIN THREE MONTHS OF COMPLETING THE AOT PROGRAM.
Department of Health and Human Services
$2M
SMA FAMILY TREE 2021 - THE POPULATION OF FOCUS FOR SMA HEALTHCARE’S YOUTH AND FAMILY TREE SERVICES WILL BE ADOLESCENTS (16-18) AND TRANSITIONAL YOUTH (AGES 18-25) WITH A SUBSTANCE USE DISORDER WHO COULD ALSO HAVE CO-OCCURRING MENTAL HEALTH CONDITIONS. THE GEOGRAPHIC CATCHMENT AREA IS PUTNAM COUNTY, FLORIDA, ONE OF FLORIDA’S MOST IMPOVERISHED COUNTIES. YOUTH AND FAMILY TREE GOALS INCLUDE: (1) DECREASE SUBSTANCE USE IN PUTNAM COUNTY BY IMPLEMENTING EVIDENCED BASED PREVENTION, SCREENING/ASSESSMENT, AND TREATMENT PROGRAMS IN THE SCHOOLS AND COMMUNITY; (2) PROVIDE COMPREHENSIVE, FAMILY CENTERED, TRAUMA-INFORMED, EVIDENCE-BASED, COORDINATED, AND INTEGRATED OUTPATIENT SERVICES TO MEET THE COMPLEX NEEDS OF THE POPULATION OF FOCUS; (3) SCREEN, REFER, AND/OR TREAT POPULATION OF FOCUS FOR ALCOHOL MISUSE, TOBACCO USE, AND ILLEGAL DRUG USE INCLUDING MARIJUANA, OPIOIDS, STIMULANTS, INHALANTS, AND BENZODIAZEPINES; (4) INCREASE ACCESS TO COMPREHENSIVE TREATMENT SERVICES, INCLUDING EXPANDED SERVICES TO FAMILY MEMBERS OF ADOLESCENTS AND TRANSITIONAL YOUTH; AND (5) PROVIDE EDUCATION AND MESSAGING ON MAKING HEALTHY CHOICES THAT INCLUDES NO USE OF SUBSTANCES. THE PROJECT WILL PROVIDE COMPREHENSIVE OUTPATIENT TREATMENT SERVICES TO 50 INDIVIDUALS AND THEIR FAMILIES IN YEAR 1 AND 100 INDIVIDUALS AND FAMILIES ANNUALLY IN YEARS 2 THROUGH 5. EVIDENCE-BASED PREVENTION AND TREATMENT SERVICES INCLUDE THE TRUTH ABOUT DRUGS, A PREVENTION CURRICULUM TO BE PRESENTED IN PUTNAM SCHOOLS; THE MATRIX MODEL FOR TEENS AND YOUNG ADULTS, A SIXTEEN SESSION COUNSELING PROGRAM; MEDICATION ASSISTED TREATMENT FOR OPIOID DEPENDENT CLIENTS, AND HIGH FIDELITY WRAPAROUND PROVIDING SUPPORTIVE SERVICES. STAFF POSITIONS INCLUDE A PROJECT DIRECTOR, YOUTH SERVICE/RECOVERY SUPPORT COORDINATOR (LICENSED THERAPIST), 3 COUNSELORS, A PEER SUPPORT SPECIALIST, DATA SUPPORT SPECIALIST, PART-TIME ADVANCE PRACTICE REGISTERED NURSE, AND A PART TIME LICENSED PRACTICAL NURSE. PARTNERING ORGANIZATIONS THAT HAVE PROVIDED A LETTER OF COMMITMENT AND/OR SIGNED A MEMORANDUM OF UNDERSTANDING INCLUDE: PUTNAM COUNTY SCHOOLS, PUTNAM COUNTY SHERIFF’S OFFICE, PALATKA POLICE DEPARTMENT, PUTNAM COUNTY HEALTH DEPARTMENT, JUVENILE CRIME PREVENTION OFFICE, DEPARTMENT OF JUVENILE JUSTICE, CDS FAMILY AND BEHAVIORAL HEALTH SERVICES, PARTNERSHIP FOR CHILDREN, ST. JOHNS RIVER STATE COLLEGE, SHINING LIGHT, AND NEHEMIAH PROJECT. SMA HEALTHCARE WILL COLLECT AND REPORT REQUIRED PERFORMANCE MEASURES. REQUIRED PERFORMANCE MEASURES WILL BE GATHERED USING A UNIFORM DATA COLLECTION TOOL PROVIDED BY SAMHSA. DATA COLLECTION INCLUDES: INDIVIDUALS SERVED; DIAGNOSIS; ABSTINENCE FROM USE; HOUSING STATUS; EDUCATION/EMPLOYMENT STATUS; CRIMINAL/JUVENILE JUSTICE SYSTEM INVOLVEMENT; SOCIAL CONNECTEDNESS; AT-RISK BEHAVIORS; ACCESS TO SERVICES; EMERGENCY DEPARTMENT USE; HOSPITALIZATION FOR MENTAL ILLNESS/SUD; SUICIDE ATTEMPTS; UTILIZATION OF SERVICES; AND RETENTION IN SERVICES. DATA WILL BE COLLECTED AT INTAKE, THREE MONTHS POST INTAKE, SIX MONTHS POST INTAKE, AND DISCHARGE. SMA WILL COMPLETE A GPRA INTERVIEW ON ALL CLIENTS AND ACHIEVE 80% THREE AND SIX MONTH FOLLOW-UP RATES.
Department of Health and Human Services
$1.9M
RURAL COMMUNITIES OPIOID RESPONSE-IMPLEMENTATION
Department of Health and Human Services
$1.5M
RURAL COMMUNITIES OPIOID RESPONSE PROGRAM ? NEONATAL ABSTINENCE SYNDROME - RURAL COMMUNITIES OPIOID RESPONSE PROGRAM – NEONATAL ABSTINENCE SYNDROME
Department of Health and Human Services
$380K
SMA BEACH HOUSE BASIC CENTER PROGRAM
Department of Health and Human Services
$375K
SMA MENTAL HEALTH AWARENESS TRAINING
Department of Health and Human Services
$200K
RURAL COMMUNITIES OPIOID RESPONSE (PLANNING)
Department of Housing and Urban Development
$61.1K
CONTINUUM OF CARE PROGRAM
Department of Housing and Urban Development
$57.4K
CONTINUUM OF CARE PROGRAM
Department of Housing and Urban Development
$40.4K
CONTINUUM OF CARE PROGRAM
Department of Housing and Urban Development
$40.4K
CONTINUUM OF CARE PROGRAM
Department of Housing and Urban Development
$40.3K
CONTINUUM OF CARE PROGRAM
Department of Health and Human Services
$0
RURAL COMMUNITIES OPIOID RESPONSE (PLANNING)
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
10
Clean Audits
10
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $18.8M | Yes | 2026-01-08 |
| 2024 | Clean | Unmodified (Clean) | $18.9M | Yes | 2024-12-17 |
| 2023 | Clean | Unmodified (Clean) | $19.2M | Yes | 2023-12-27 |
| 2022 | Clean | Unmodified (Clean) | $19.2M | Yes | 2023-01-11 |
| 2021 | Clean | Unmodified (Clean) | $13M | Yes | 2022-01-05 |
| 2020 | Clean | Unmodified (Clean) | $11M | Yes | 2020-11-29 |
| 2019 | Clean | Unmodified (Clean) | $11.4M | Yes | 2019-11-19 |
| 2018 | Clean | Unmodified (Clean) | $9.9M | Yes | 2018-11-29 |
| 2017 | Clean | Unmodified (Clean) | $8.8M | Yes | 2018-03-21 |
| 2016 | Clean | Unmodified (Clean) | $7M | Yes | 2016-11-16 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$18.8M
Financial Report
Unmodified (Clean)
Federal Expenditure
$18.9M
Financial Report
Unmodified (Clean)
Federal Expenditure
$19.2M
Financial Report
Unmodified (Clean)
Federal Expenditure
$19.2M
Financial Report
Unmodified (Clean)
Federal Expenditure
$13M
Financial Report
Unmodified (Clean)
Federal Expenditure
$11M
Financial Report
Unmodified (Clean)
Federal Expenditure
$11.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$9.9M
Financial Report
Unmodified (Clean)
Federal Expenditure
$8.8M
Financial Report
Unmodified (Clean)
Federal Expenditure
$7M
Source: IRS e-Filed Form 990
No officer or director compensation data available for this organization.
This data is sourced from IRS Form 990, Part VII. It may not be available if the organization files Form 990-N (e-Postcard) or has not yet been enriched.
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023 | $81.7M | $56.3M | $78.6M | $75.3M | $59M |
| 2022 | $95.9M | $75.7M | $72.2M | $67.9M | $54.4M |
| 2021 | $56.3M | $41.8M | $54.7M | $41.8M | $32.6M |
| 2020 | $56.7M | $43M | $55M | $38.2M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS Form 990 via ProPublica Nonprofit Explorer (Tax Year 2023)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File · ProPublica Nonprofit Explorer
Tax-deductibility: IRS Publication 78
| $29.8M |
| 2019 | $55.3M | $41.2M | $54M | $37M | $28.3M |
| 2018 | $56.2M | $42.5M | $54.7M | $35.7M | $27M |
| 2017 | $53.7M | $40.6M | $51.8M | $33.4M | $26.1M |
| 2016 | $52.6M | $38.3M | $51.2M | $30.6M | $24.2M |
| 2015 | $48.1M | $32.6M | $45.8M | $28.7M | $22.8M |
| 2014 | $43.6M | $29.7M | $43.8M | $25.9M | $20.2M |
| 2013 | $42.7M | $27M | $42.2M | $25.6M | $19.9M |
| 2012 | $44.3M | $27.5M | $44.5M | $24.9M | $20.3M |
| 2011 | $41.1M | $25.9M | $40.8M | $24.5M | $19.8M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |