Civic Intelligence

David Lawrence Mental Health Center

EIN 59-2206025 • 501(c)3 • Naples, FL

Profile

David lawrence center is a southwest florida-based, not-for-profit leading provider of behavioral health solutions dedicated to providing life-changing and life-saving behavioral healthcare through education, prevention, intervention, and treatment available to all.

6075 Bathey LaneNaples, FL 34116

www.davidlawrencecenter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.06x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.06x

Higher debt load relative to revenue than 15% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$333,488

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

96th percentile

66%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$57,831,294

Up $22,969,855 (+66%) from 2023

Liabilities

Up

$3,527,880

Up $233,502 (+7.1%) from 2023

Net Assets

Up

$54,303,414

Up $22,736,353 (+72%) from 2023

Revenue

Up

$54,616,503

Up $19,053,923 (+54%) from 2023

Expenses

Up

$33,940,176

Up $719,787 (+2.2%) from 2023

Net Income

Up

$20,676,327

Up $18,334,136 (+783%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $17,552,536Liabilities 2011: $1,008,752Net Assets 2011: $16,543,7842011Assets 2012: $18,714,318Liabilities 2012: $1,065,623Net Assets 2012: $17,648,6952012Assets 2013: $20,765,104Liabilities 2013: $1,679,201Net Assets 2013: $19,085,9032013Assets 2014: $20,949,410Liabilities 2014: $2,198,471Net Assets 2014: $18,750,9392014Assets 2015: $21,745,551Liabilities 2015: $1,257,797Net Assets 2015: $20,487,7542015Assets 2016: $22,246,224Liabilities 2016: $2,052,959Net Assets 2016: $20,193,2652016Assets 2017: $23,339,996Liabilities 2017: $1,718,788Net Assets 2017: $21,621,2082017Assets 2018: $22,736,520Liabilities 2018: $1,749,010Net Assets 2018: $20,987,5102018Assets 2019: $23,988,611Liabilities 2019: $1,863,256Net Assets 2019: $22,125,3552019Assets 2020: $28,773,629Liabilities 2020: $5,562,574Net Assets 2020: $23,211,0552020Assets 2021: $33,210,781Liabilities 2021: $2,895,164Net Assets 2021: $30,315,6172021Assets 2022: $32,367,311Liabilities 2022: $3,623,674Net Assets 2022: $28,743,6372022Assets 2023: $34,861,439Liabilities 2023: $3,294,378Net Assets 2023: $31,567,0612023Assets 2024: $57,831,294Liabilities 2024: $3,527,880Net Assets 2024: $54,303,4142024

Highlighted filing

2024

Assets$57,831,294
Liabilities$3,527,880
Net Assets$54,303,414

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $19,152,5122011Expenses 2012: $19,390,6062012Revenue 2013: $24,202,568Expenses 2013: $21,796,040Net Income 2013: $2,406,5282013Revenue 2014: $24,223,698Expenses 2014: $24,226,539Net Income 2014: -$2,8412014Revenue 2015: $23,522,158Expenses 2015: $23,124,206Net Income 2015: $397,9522015Revenue 2016: $28,005,477Expenses 2016: $27,771,871Net Income 2016: $233,6062016Revenue 2017: $27,622,031Expenses 2017: $27,425,775Net Income 2017: $196,2562017Revenue 2018: $27,677,792Expenses 2018: $28,311,490Net Income 2018: -$633,6982018Revenue 2019: $28,432,623Expenses 2019: $28,093,922Net Income 2019: $338,7012019Revenue 2020: $24,344,756Expenses 2020: $23,976,844Net Income 2020: $367,9122020Revenue 2021: $32,082,740Expenses 2021: $25,954,041Net Income 2021: $6,128,6992021Revenue 2022: $35,394,192Expenses 2022: $27,698,300Net Income 2022: $7,695,8922022Revenue 2023: $35,562,580Expenses 2023: $33,220,389Net Income 2023: $2,342,1912023Revenue 2024: $54,616,503Expenses 2024: $33,940,176Net Income 2024: $20,676,3272024

Highlighted filing

2024

Revenue$54,616,503
Expenses$33,940,176
Net Income$20,676,327

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.8$3.53$54.3$54.6$33.9$20.7
2023Detailed filing. Detailed filing data is available for this year.$34.9$3.29$31.6$35.6$33.2$2.34
2022Detailed filing. Detailed filing data is available for this year.$32.4$3.62$28.7$35.4$27.7$7.70
2021Detailed filing. Detailed filing data is available for this year.$33.2$2.90$30.3$32.1$26.0$6.13
2020Detailed filing. Detailed filing data is available for this year.$28.8$5.56$23.2$24.3$24.0$0.37
2019Detailed filing. Detailed filing data is available for this year.$24.0$1.86$22.1$28.4$28.1$0.34
2018Detailed filing. Detailed filing data is available for this year.$22.7$1.75$21.0$27.7$28.3$0.63
2017Detailed filing. Detailed filing data is available for this year.$23.3$1.72$21.6$27.6$27.4$0.20
2016Detailed filing. Detailed filing data is available for this year.$22.2$2.05$20.2$28.0$27.8$0.23
2015Detailed filing. Detailed filing data is available for this year.$21.7$1.26$20.5$23.5$23.1$0.40
2014Detailed filing. Detailed filing data is available for this year.$20.9$2.20$18.8$24.2$24.2$0.00
2013Summary only. Only limited summary data is available for this year.$20.8$1.68$19.1$24.2$21.8$2.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$1.07$17.6$19.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$1.01$16.5$19.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$67,050,225
Mission and Program Overview

Mission

David lawrence center is the southwest florida-based, not-for-profit leading provider of behavioral health solutions dedicated to inspiring and creating life-changing wellness for every individual. It is the center's mission to restore and rebuild lives by providing compassionate, advanced and exceptional mental health, substance abuse and integrated healthcare solutions, available to all.

David lawrence center is a southwest florida-based, not-for-profit leading provider of behavioral health solutions dedicated to providing life-changing and life-saving behavioral healthcare through education, prevention, intervention, and treatment available to all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$6,699,515$22,830,155▲ $16,130,640
Investments in Publicly Traded Securities$12,393,542$10,775,513▼ $1,618,029
Land, Buildings, and Equipment, Net$7,856,565$7,885,830▲ $29,265
Savings and Temporary Cash Investments-$6,819,203-
Cash and Non-Interest-Bearing Accounts$1,889,340$2,836,861▲ $947,521
Investments Other Securities$2,506,945$2,691,431▲ $184,486
Accounts Receivable$1,295,749$1,753,538▲ $457,789
Prepaid Expenses and Deferred Charges$1,156,596$1,154,880▼ $1,716
Total Assets$34,861,439$57,831,294▲ $22,969,855
Other Assets Total$1,063,187$1,083,883▲ $20,696
Liabilities
Accounts Payable and Accrued Expenses$1,710,695$1,780,614▲ $69,919
Other Liabilities$1,583,683$1,747,266▲ $163,583
Total Liabilities$3,294,378$3,527,880▲ $233,502
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,438,529$32,852,024▲ $4,413,495
Net Assets With Donor Restrictions$3,128,532$21,451,390▲ $18,322,858
Total Net Assets Fund Balance$31,567,061$54,303,414▲ $22,736,353
Total Liabilities and Net Assets / Fund Balance$34,861,439$57,831,294▲ $22,969,855

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,460,206$10,797,117$16,257,323
Equipment$1,517,881$4,408,737$5,926,618
Land$907,743-$907,743

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,506,945-▲ $269,918-$2,683,481
2022$2,210,487-▲ $318,237-$2,506,945
2021$2,628,023-▼ $396,636-$2,210,487
2020$4,272,898--$-1,644,866$2,628,032
2019$4,030,473-▲ $264,762-$4,272,898
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maxim ChasanovAdult InpatiFT$308,570$24,918$333,488
Maxim ChasanovAdult Inpatient Psyc-$308,570$24,918$333,488
Scott BurgessCEOFT$294,431$30,500$324,931
Marta PieczalskaPsychiatristFT$261,766$30,500$292,266
Nancy DauphinaisCOOFT$181,923$25,523$207,446
Dr Paul Gerard BaldizziMdPT$190,013$2,160$190,013
Elizabeth MartinezCFOFT$173,612$2,160$175,772
Randall CobbAdvanced PraPT$140,413-$140,413

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$45,167,816
Program Service Revenue
$9,805,242
Investment Income
$-260,688
Other Revenue
$-95,867
All Other Contributions
$40,208,850
Change in Net Assets
$20,676,327

Audited Revenue Reconciliation

Revenue per Audited Statements
$54,616,503
Revenue Not Reported on Form 990
$2,458,005
Total Revenue per Audited Statements
$57,074,508
Total Revenue per Form 990
$54,616,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$25,807,227
Other Expenses$8,132,949
Total Fundraising Expense$1,351,026
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,063,675$2,991,291$812,485$21,867,451
Other Employee Benefits$1,525,599$264,814$56,441$1,846,854
Payroll Taxes$1,317,712$228,729$48,750$1,595,191
Occupancy$908,377$190,622$15,373$1,114,372
Insurance$927,258$153,753$24,345$1,105,356
Depreciation Depletion$705,942$149,793$11,595$867,330
Fees for Services Other$338,437$376,828$132,217$847,482
Office Expenses$663,027$80,377$56,375$799,779
Information Technology$67,212$701,420$20,093$788,725
Pension Plan Contributions$411,152$71,368$15,211$497,731
Travel$210,336$31,084$1,372$242,792
Other Expenses$447,658$12,956$146,047$146,047
All Other Expenses$106,632$12,927$3,820$123,379
Fees for Service Investment Mgmnt Fees-$60,536-$60,536
Conferences and Meetings$34,400$4,170$1,232$39,802
Advertising$20,521$2,488$735$23,744
Interest$18,702$3,831-$22,533
Total Functional Expenses$27,240,692$5,348,458$1,351,026$33,940,176

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$34,338,155
Expenses per Audited Statements$33,940,176
Total Expenses per Form 990$33,940,176
Expenses Not Reported on Form 990$397,979
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$267,075
Fundraising Gross Income$42,750
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sound Minds Eve$383,050$42,750$10,980$31,770
Total Events$383,050$42,750$267,075$-224,325
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Insurance Payable$875,362
Deferred Compensation Liability$726,896
Right of Use Payable$145,008
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Edward morton mary morton director director father in law-daughter in law

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the finance committee and board of directors prior to electronic filing.

Form 990, Page 6, Part VI, Line 12C

An assessment of all board members, officers, and key employees is made during the recruitment process and it is verified annually that no actual or potential conflicts exist. Additionally, board members and management are instructed that, should any actual or potential conflicts arise during the year, the individual with the conflict is to immediately notify the chairman of the board or the ceo, as appropriate. If a conflict arises and cannot be resolved, the individual with the conflict will not be permitted to vote or otherwise participate in any decision-making capacity with respect to the matter. If an ongoing conflict cannot be effectively resolved and negatively impacts the operation or image of the organization, the board member or employee with the conflict will be asked to resign or will be terminated through due process in accordance with board by-laws or dlc's employment policies.

Form 990, Page 6, Part VI, Line 15A

The initial salary was determined after reviewing national survey info specific to our industry and region and input from the executive search firm, which specializes in our industry. The search committee made a formal recommendation to the board of directors for approval. The annual increase and bonus recommendation was made by the compensation committee of board of directors and brought to the entire board for approval. These decisions are documented within the board meeeting minutes.

Form 990, Page 6, Part VI, Line 15B

The compensation for other officers is determined by the ceo after consideration of national survey info specific to our industry, along with organization performance. The decision is documented in hris. Review and approval of other officer's compensation is completed annually by the ceo.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy and the financial statements are available upon request at the dlc's main office.

Filing and Contact Details

Filer

Filer Name
David Lawrence Mental Health Center
EIN
59-2206025
Phone
2394558500
Address
6075 BATHEY LANE, NAPLES, FL 34116

Signing Officer

Name
Scott Burgess
Title
CEO
Phone
2394558500
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Burgess
Formed
1982
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
14
Employees
552
Volunteers
25

Preparer

Firm
Stroemer & Company
Address
14030 METROPOLIS AVE STE 200, FORT MYERS, FL 33912
Preparer
Marc Whitfield CPA
Phone
2394331002
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

David lawrence center is a southwest florida-based, not-for-profit leading provider of behavioral health solutions dedicated to providing life-changing and life-saving behavioral healthcare through education, prevention, intervention, and treatment available to all.

Form 990, Part III

Southwest florida nonprofit david lawrence center is a leader in providing world-class mental health and addiction recovery solutions for children, adolescents and adults. The center's innovative, integrated treatment includes inpatient, outpatient, residential, and community-based services - a comprehensive system of care funded by community and government support. Each year, david lawrence center creates life-changing wellness for approximately 9,000 unique individuals through nearly 315,000 treatment sessions. During fiscal year 2018 our board approved a new strategic plan. Much has been accomplished since then to help us realize our vision through 2030. Our five c-hope strategic priorities outlined in our plan help guide us to the successful completion of the following initiatives that are helping our clients see hope, visualize their potential and transform their lives. C-children - launched early intervention program for treatment of psychosis. - began planning for interim and future expansion of children's crisis stabilization unit. - continued funding received for community action team (cat) and wrap programs. - over 100 individuals trained in youth mental health first aid. H-holism - on-site pharmacy continued to achieve more than 85% client compliance with anti-psychotic medications. - launched second cohort of giant leadership program for current and emerging dlc leaders. O-ongoing innovation - over 100 clinicians, case managers, doctors and nurse practitioners continued to utilize our telehealth platform. P-partnership - continued to lead collier county's task force for creation of county-wide strategic plan for mental health and substance use. - obtained county approval to locate 25 million central receiving facility on five acres connected to dlc's main campus. - peers established at both collier county hospital systems. - clinicians trained in cognitive processing therapy (cpt) by home base. - established veterans case manager with wounded warriors. - partnered with collier county sheriff and jail for medication assisted treatement provided to jail inmates, services, care coordination, and peer support. E-enhanced access to care - conducted highly successful sound mind luncheon. - increased revenue from fundraising and net fee for service revenue. - continued to enhance messaging related to virtual services and pandemic through community foundation grant. - increase in average daily census on the adult and children's crisis stabilization units. - implemented enhanced marketing and donor development initiatives. - successfully obtained pandemic related funding from collier county cares and federal provider relief funds for purchase of ppe supplies, cleaning, and facility enhancements. - drug court continued to be recognized nationally as a mentor court. - greatly expanded access to medication assisted treatment for opioid use disorder through samhsa five year grant.

Form 990, Page 2, Part III, Line 4D

All other program services including medical services, crossroads, crisis support, case management and community based services

Form 990, Part XI, Line 9

Rental expenses 130,904 special event fundraising expenses 267,075 rental expenses -130,904 special event fudraising expenses -267,075

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Use of the endowment funds is to support the ongoing operations of the david lawrence center.

Schedule D, Page 3, Part X

The internal revenue service has determined that the organization is exempt from federal income taxes under section 501(c)3 of the internal revenue code. The organization is a not-for-profit florida corporation and therefore is not subject to state income tax taxes. The internal revenue code provides for taxation of unrelated business income under certain circumstances. The organization reports no unrelated business taxable income, however, such status is subject to final determination upon examination of the related tax returns by the appropriate taxing authorities. The organization's tax filings are subject to audit by various taxing authorities. Certain income tax returns filed by the organization remain open to examination by these government agencies. The organization follows asc topic 740, "income taxes" in accounting for uncertain tax positions. The organization has evaluated its tax positions and any estimates utilized in its tax returns, and concluded that the organization has taken no uncertain tax positions that require adjustments to the financial statements to comply with the provisions of this guidance. Interest and penalties associated with uncertain tax positions will be recognized in income tax expense, if required

Schedule D, Page 4, Part XI, Line 2D

Rental expenses 130,904 special event fundraising expenses 267,075

Schedule D, Page 4, Part XII, Line 2D

Rental expenses 130,904 special event fudraising expenses 267,075

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