2024-05-09T10:30:21-05:00 2023-06-30 593040705 RIVERO GORDIMER & COMPANY PA P O BOX 172359 TAMPA FL 33672 990 2022-07-01 593172948 PHOENIX PROGRAMS OF FLORIDA INC PHOE 8138811000 510 VONDERBURG DRIVE 301 BRANDON FL 33511 MARIA ALVAREZ PRESIDENT & CEO 8138811000 2024-05-07 1 MARIA ALVAREZ 999009999 0 SAM LAZZARA P00176817 8138757774 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PHOENIX HOUSE FLORIDA MARIA ALVAREZ 510 VONDERBURG DR STE 301 BRANDON FL 33511 11009074 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 12 158 12 0 0 1806782 4181592 7147080 6521813 4619 112801 20591 150456 8979072 10966662 0 0 0 0 5004779 5265945 0 0 148109 3301297 4143941 8306076 9409886 672996 1556776 6393670 8458739 844650 1352943 5549020 7105796 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, INTENSIVE OUTPATIENT, AND AFTERCARE SERVICES TO ADULT MEN AND WOMEN, AND TEENS. ADDITIONALLY, OUR MEDICATION-ASSISTED TREATMENT (MAT) PROGRAM USE 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 6276055 3407008 ADULT RESIDENTIAL PROGRAMTHE ADULT RESIDENTIAL PROGRAM SERVES ADULT MEN AND WOMEN THROUGH SEPARATE RESIDENTIAL PROGRAMS. WE PROVIDE LONG AND SHORT- TERM OUTCOME MEASURED SUBSTANCE ABUSE TREATMENT TO INDIGENT PATIENTS THROUGH GOOD STEWARDSHIP AND APPLICATION OF EXISTING CONTRACTS. WE ALSO SERVE PATIENTS WHO ARE PRIVATE PAY OR HAVE COMMERCIAL INSURANCE.CONTINUED ON SCHEDULE OADULT RESIDENTIAL PROGRAM - CONTINUED FROM PAGE 2OUR EVIDENCE-BASED TREATMENT APPROACH DELIVERS A SUPERIOR LEVEL OF CARE BY FOCUSING ON STRENGTH TO MEET EACH PERSON'S UNIQUE NEEDS. OFFICE-BASED DETOXIFICATION SERVICES ARE AVAILABLE FOR BOTH MEN AND WOMEN, AND TREATMENT LENGTH IS TAILORED TO MEET EACH PATIENT'S INDIVIDUAL NEEDS.PATIENTS ENGAGE IN INDIVIDUAL COUNSELING, EDUCATIONAL AND CLINICAL GROUP SESSIONS, DAILY EXERCISE AT OUR FULLY EQUIPMENT GYM, LIFE-SKILLS TRAINING, AND SERVICES TO ENSURE A SUSTAINED RECOVERY.BOTH OUR MEN AND WOMEN'S PROGRAMS PROVIDE EDUCATION AND LIFE-SKILLS TRAINING FOR RE-ENTERING THE COMMUNITY.WOMEN BEGIN THEIR JOURNEY TO RECOVERY IN A PHYSICALLY AND PSYCHOLOGICALLY SAFE ENVIRONMENT. THE WOMEN'S RESIDENTIAL PROGRAM HELPS ADULT WOMEN WITH SUBSTANCE USE AND RELATED MENTAL HEALTH CONDITIONS FIND THE INNER STRENGTH TO SUSTAIN RECOVERY BY UTILIZING TRAUMA-INFORMED, EVIDENCE-BASED PRACTICES THAT HELP WOMEN DEVELOP TRUST, SELF-ESTEEM, AND PERSONAL RESPONSIBILITY IN A SAFE ENVIRONMENT.OUR GROUNDS AND FACILITIES INCLUDE A FITNESS CENTER, A SWIMMING POOL, TENNIS AND VOLLEYBALL COURTS, A FITNESS TRAIL, AND WORKOUT EQUIPMENT. OUR FACILITY IS LOCATED IN MARION COUNTY ON A SECLUDED CAMPUS.CORE SERVICES- PREVENTION AND EDUCATION SERVICES- ASSESSMENT AND EVALUATION SERVICES- PARTIAL HOSPITALIZATION (PHP) SERVICES FOR ADULTS- RESIDENTIAL SERVICES FOR ADULTS- ON-SITE SUPPORT GROUP MEETINGS- MEDICATION AND WITHDRAWAL MANAGEMENT - FULLY STAFF MEDICAL TEAMAPPROXIMATELY 993 ADULT RESIDENTIAL PATIENTS WERE TREATED DURING THE YEAR. 1180223 3307673 OUTPATIENT SERVICESOPENED IN 2012 AND EXPANDED AND EXTENSIVELY RENOVATED IN 2016, IN RESPONSE TO COMMUNITY NEED IN BRANDON AND THE GREATER TAMPA AREA, THE BRANDON OUTPATIENT LOCATION PROVIDES CUSTOMIZED OUTPATIENT (OP) AND INTENSIVE OUTPATIENT (IOP) FOR ADULTS AND TEENS. WE FOCUS ON HEALTHY, POSITIVE LIFE CHOICES AND ENCOURAGE PATIENTS TO IDENTIFY AND MAXIMIZE THEIR OWN INDIVIDUAL STRENGTHS. WE ARE ALSO PREPARED TO HELP PATIENTS WITH CO-OCCURRING MENTAL HEALTH PROBLEMS, SUCH AS DEPRESSION, ANXIETY, ATTENTION DEFICIT DISORDER, AND BIPOLAR DISORDER. CONTINUED ON SCHEDULE OOUTPATIENT SERVICES - CONTINUED FROM PAGE 2OPENED IN DECEMBER 2022, FOR THE BENEFIT OF EXPANDING SERVICES WITHIN THE GREATER TAMPA AREA, THE ORGANIZATION OPENED A SECOND OUTPATIENT LOCATION, ROME OUTPATIENT. THIS LOCATION, AS WELL, PROVIDES CUSTOMIZED OUTPATIENT (OP) AND INTENSIVE OUTPATIENT (IOP) FOR ADULTS AND TEENS. ADDITIONALLY, THIS LOCATION OFFERS AFTERCARE SERVICES TO ADULTS. SERVICES INCLUDE LIKE-SKILLS TRAINING, HEALTH EDUCATIO, FAMILY RE-INTERGRATION ASSISTANCE, AND CONTINUING CARE SERVICES TO HELP ENSURE SUSTAINED RECOVERY. SERVICES FOR TEENS 13 AND OLDER ARE PROVIDED AT THE DEREK JETER CENTER ADOLESCENT PROGRAM THAT IS SUPPORTED BY THE TURN 2 FOUNDATION. AT THE DEREK JETER CENTER, TEENS CONFRONT THE UNDERLYING CAUSES OF THEIR ADDICTION AND REGAIN CONTROL OF THEIR LIVES BY BUILDING SUPPORT NETWORKS TO HELP SUSTAIN RECOVERY. THE PROGRAM'S EMPHASIS ON FAMILY INVOLVEMENT HELPS MEND FAMILY RELATIONSHIPS WHILE HEALING THE WOUNDS INFLICTED BY DRUGS AND ALCOHOL. APPROXIMATELY 128 ADOLESCENTS AND 1228 ADULT OUTPATIENT PATIENTS WERE TREATED DURING THE YEAR.OPENED IN DECEMBER 2022, FOR THE BENEFIT OF EXPANDING SERVICES WITHIN THE GREATER TAMPA AREA, THE ORGANIZATION OPENED A SECOND OUTPATIENT LOCATION, ROME OUTPATIENT. THIS LOCATION, AS WELL, PROVIDES CUSTOMIZED OUTPATIENT (OP) AND INTENSIVE OUTPATIENT (IOP) FOR ADULTS AND TEENS. ADDITIONALLY, THIS LOCATION OFFERS AFTERCARE SERVICES TO ADULTS. SERVICES INCLUDE:INTENSIVE OUTPATIENT TREATMENT FOR ADULTS- THREE HOURS, THREE DAYS PER WEEK IN A GROUP SETTING WITH ADDITIONAL ONE-ON-ONE SUPPORT- DAY AND EVENING TIMES AVAILABLEOUTPATIENT PROGRAM FOR ADULTS- INDIVIDUAL SESSIONS AND UP TO FOUR GROUP SESSIONS PER WEEKCOMPREHENSIVE SERVICES AND REFERRALS- FOR INDIVIDUALS WITH MENTAL HEALTH CONDITIONS IN ADDITION TO SUBSTANCE USE DISORDERSCOMPREHENSIVE ASAM ACCREDITED ASSESSMENTS 7456278 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 17 0 1 158 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 BENJAMIN S HELDFOND VICE-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 JILL COLLINS DIRECTOR 1.00 X 0 0 0 NIKKI DEBARTOLO 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 JOE CAPITANO DIRECTOR 1.00 X 0 0 0 MICHAEL MURRAY DIRECTOR 1.00 X 0 0 0 MAJOR TIFFANIE COLE DIRECTOR 1.00 X 0 0 0 MARIA ALVAREZ PRESIDENT AND CEO 45.00 X 225903 0 10730 TIM BUIST CHIEF OPERATING OFFICER 40.00 X 161063 0 9649 RICHARD GUSHWA PSYCHIATRIST 20.00 X 178104 0 0 565070 0 20379 3 0 1 0 IT AUTHORITIES INC 5909 BRECKENRIDGE PKWY TAMPA FL 33610 IT SERVICES 215357 ROBERT HALF MANAGEMENT 4221 W BOY SCOUT BLVD 450 TAMPA FL 33607 STAFFING 170397 VONDERBURG PROPERTIES PO BOX 2677 BRANDON FL 33509 RENT 141757 COAST BROTHERS 2303 NE 29TH TERRACE STE 102 OCALA FL 34470 JANITORIAL 123067 LEVERAGE DIGITAL 1646 W SNOW AVE SUITE 49 TAMPA FL 33606 MARKETING 117150 5 147035 3748022 286535 120686 4181592 FEES & CONTRACTS GOV AGENCY 624100 5856064 5856064 CLIENT FEES 624100 313283 313283 FOOD STAMPS 624100 189337 189337 PRIVATE INSURANCE 624100 101584 101584 MANAGED MEDICAID 624100 61545 61545 6521813 112801 112801 0 147035 42412 -42412 -42412 OTHER REVENUE 900099 192868 192868 192868 10966662 6714681 0 70389 565070 454422 104491 6157 3943183 3171056 729163 42964 421241 329091 87828 4322 336451 262849 70150 3452 24660 6544 15346 2770 52500 52500 96090 96090 521850 172548 273184 76118 370053 245310 119774 4969 101578 88058 13520 332050 274510 56519 1021 58885 40317 17490 1078 327303 316839 10464 262754 199845 62909 RESIDENTIAL SUSTENANCE 1143685 1139411 4274 REPAIRS AND MAINTENANCE 386754 354076 32475 203 MISCELLANEOUS 339249 274872 59322 5055 VEHICLE COSTS 126530 126530 9409886 7456278 1805499 148109 1019816 2898892 1003189 1212416 2238960 1517207 18546 49574 29690 30897 43753 81860 6588077 4399746 2010223 2188331 29493 479562 6393670 8458739 657332 885563 45315 10533 142003 456847 844650 1352943 X 5487345 7019121 61675 86675 5549020 7105796 6393670 8458739 1556776 0 X X 0 1 X 1 1 1 X 2104344 120016 2503845 1806782 4181592 10716579 2104344 120016 2503845 1806782 4181592 10716579 232917 10483662 15047 4193 919 4619 112801 137579 10854158 5475453 0.96590 0.94100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96090 96090 9313796 9409886 620494 155124 0 0 578224 535421 565304 620494 2299443 3449165 24040 24000 44000 96090 188130 144556 133855 141326 155124 574861 862292 74672 74672 4172300 2804539 1367761 221824 147873 73951 1683366 1447334 236032 435915 435915 2188331 SECURITY DEPOSIT 29493 RIGHT OF USE ASSET 450069 479562 OPERATING LEASE LIABILITY 456847 456847 X 10973960 7298 7298 10966662 0 10966662 9417184 7298 7298 9409886 0 9409886 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 2019 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. RISE EVENT 147035 147035 42412 147035 147035 42412 42412 -42412 X 1 0 0 0 0 0 0 0 0 MARIA ALVAREZ PRESIDENT AND CEO 225903 0 0 0 0 0 0 0 10730 0 236633 0 0 0 RICHARD GUSHWA PSYCHIATRIST 178104 0 0 0 0 0 0 0 0 0 178104 0 0 0 TIM BUIST CHIEF OPERATING OFFICER 142926 0 5000 0 13137 0 0 0 9649 0 170712 0 0 0 PART I, LINE 4A TIM BUIST, CHIEF OPERATING OFFICER, SEVERANCE $13,137 JAY TAYLOR BOARD MEMBER 143150 DIGITAL MARKETING SERVICES 0 X 34195 X 5 40303 X RECREATIONAL SUPPLIES 18 25609 X OTHER 20 20579 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.