SMA HEALTHCARE INC

EIN: 590976866 501(c)(3) Mental Health

DAYTONA BEACH, FL

Total Revenue
$104,622,226
Total Expenses
$96,034,771
Total Assets
$93,714,981
Net Assets
$73,475,374
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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
FL
Principal Officer
ANDREA SCHWEIZER
Phone
3862363200
Tax Period
2024-07-01 to 2025-06-30

SMA HEALTHCARE INC, founded in 1961, is a major nonprofit in the Mental Health sector that reported $104.6M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $96.0M left a modest 8% surplus.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $17,728,892 Revenue: $1,922,905

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...

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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.

Program 2
Expenses: $11,700,373 Revenue: $3,625,912

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...

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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.

Program 3
Expenses: $10,346,597 Revenue: $862,293

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...

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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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $73,773,095
Program Service Revenue $30,087,979
Investment Income $752,853
Other Revenue $8,299
TOTAL REVENUE $104,622,226

Expense Breakdown

Grants Paid $23,361
Salaries & Benefits $67,773,951
Fundraising Expenses $0
Program Expenses $86,253,083
Other Expenses $28,237,459
TOTAL EXPENSES $96,034,771

Year-over-Year Comparison

2024 2023 Change
Revenue $104,622,226 $93,649,252 +0.1%
Expenses $96,034,771 $89,170,314 +0.1%
Net Income $8,587,455 $4,478,938 +0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
21
Independent Members
21
Employees
1426
Volunteers
70

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
12
$1,480,833
Total Directors
21
$0
Key Employees
2
$824,565
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALVIN JACKSON BOARD MEMBER 1.00
Director
$0 $0 $0
ANDRE FLEMING BOARD MEMBER 1.00
Director
$0 $0 $0
AUSTIN BROWNLEE VICE CHAIR 1.00
Officer Director
$0 $0 $0
CONNIE RITCHEY BOARD MEMBER 1.00
Director
$0 $0 $0
DEBBIE ALLEN SECRETARY 1.00
Officer Director
$0 $0 $0
GARY NORMAN TREASURER 1.00
Officer Director
$0 $0 $0
HEATHER SHUBIRG BOARD MEMBER 1.00
Director
$0 $0 $0
HEIDI PETITO BOARD MEMBER 1.00
Director
$0 $0 $0
JACK C FISHER BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES ROSE IMMIEDATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
JOHN REID BOARD MEMBER 1.00
Director
$0 $0 $0
JOYCE SHANAHAN BOARD MEMBER 1.00
Director
$0 $0 $0
KIRSTIN LABELL BOARD MEMBER 1.00
Director
$0 $0 $0
LORETHA TOLBERT-RICH BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELE JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELLE ALVAREZ BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE MARTIN BOARD MEMBER 1.00
Director
$0 $0 $0
ROSARIA UPCHURCH BOARD MEMBER 1.00
Director
$0 $0 $0
SALMAN AHMED CHAIRMAN 1.00
Officer Director
$0 $0 $0
TED SERBOUSEK BOARD MEMBER 1.00
Director
$0 $0 $0
THOMAS SAVONE BOARD MEMBER 1.00
Director
$0 $0 $0
ANDREA SCHWEIZER CFO 40.00
Officer
$153,860 $21,105 $174,965
IVAN COSIMI CEO 40.00
Officer
$331,712 $25,073 $356,785
KAREN DUNCAN CHIEF NURSING OFFICER 40.00
Officer
$159,014 $24,196 $183,210
KELLY MELLICHAMPE CHIEF HR OFFICER 40.00
Officer
$153,008 $22,642 $175,650
NICOLE J SHARBONO COO 40.00
Officer
$197,184 $20,908 $218,092
RICHARD CURLEY CHIEF INFORMATION OFFICER 40.00
Officer
$179,429 $25,345 $204,774
SARAH BURMAN CHIEF ADMIN. OFFICER 40.00
Officer
$148,425 $18,932 $167,357
VICKKI-ANN S SAMUEL REGIONAL MEDICAL DIRECTOR 40.00
Key Emp
$362,479 $30,786 $393,265
YUSEF A CANAAN CHIEF MEDICAL OFFICER 40.00
Key Emp
$393,805 $37,495 $431,300
DEBORAH HOISINGTON APRN 40.00
Highest
$163,183 $74 $163,257
GUY R CZAYKOWSKY PSYCHIATRIST 32.00
Highest
$274,701 $26,784 $301,485
KIMBERLY ROGERS APRN 40.00
Highest
$187,642 $24,902 $212,544
TABITHA J RUTTER APRN 40.00
Highest
$154,928 $12,365 $167,293
APRIL FERGUSON MEDICAL DIRECTOR 40.00
Highest
$180,988 $4,194 $185,182
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $104,622,226 $96,034,771 $93,714,981 $8,587,455
2024 $93,649,252 $89,170,314 $80,967,106 $4,478,938
2023 $81,681,723 $78,574,230 $75,321,515 $3,107,493
2022 $95,887,980 $72,240,266 $67,921,143 $23,647,714
2021 $56,256,049 $54,652,784 $41,817,968 $1,603,265
2020 $56,659,574 $54,953,891 $38,236,030 $1,705,683
2019 $55,331,526 $53,975,977 $36,965,720 $1,355,549
2018 $56,151,215 $54,734,042 $35,680,161 $1,417,173
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