Civic Intelligence

First Coast Behavioral Health Partners

990 • Fiscal year 2016 • EIN 59-3750072

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

555 Stockton StreetJacksonville, FL 32204

(904) 387-4661

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.21x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$180,446

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 74.2% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

4.4%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$155,548

Up $19,324 (+14%) from 2015

Net Assets

Up

$123,567

Up $17,374 (+16%) from 2015

Liabilities

Up

$31,981

Up $1,950 (+6.5%) from 2015

Revenue

Up

$243,150

Up $10,300 (+4.4%) from 2015

Expenses

Up

$225,776

Up $2,614 (+1.2%) from 2015

Net Income

Up

$17,374

Up $7,686 (+79%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $238,376Liabilities 2010: $38,118Net Assets 2010: $200,2582010Assets 2011: $225,261Liabilities 2011: $34,268Net Assets 2011: $190,9932011Assets 2012: $214,032Liabilities 2012: $30,575Net Assets 2012: $183,4572012Assets 2013: $112,734Liabilities 2013: $31,425Net Assets 2013: $81,3092013Assets 2014: $124,136Liabilities 2014: $27,631Net Assets 2014: $96,5052014Assets 2015: $136,224Liabilities 2015: $30,031Net Assets 2015: $106,1932015Assets 2016: $155,548Liabilities 2016: $31,981Net Assets 2016: $123,5672016Assets 2017: $147,599Liabilities 2017: $28,656Net Assets 2017: $118,9432017Assets 2019: $102,774Liabilities 2019: $21,072Net Assets 2019: $81,7022019Assets 2020: $84,558Liabilities 2020: $18,539Net Assets 2020: $66,0192020Assets 2021: $59,899Liabilities 2021: $20,848Net Assets 2021: $39,0512021Assets 2022: $22,108Liabilities 2022: $10,400Net Assets 2022: $11,7082022Assets 2023: $5,996Liabilities 2023: $0Net Assets 2023: $5,9962023

Highlighted filing

2016

Assets$155,548
Liabilities$31,981
Net Assets$123,567

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $358,5062010Expenses 2011: $331,7202011Expenses 2012: $275,2862012Expenses 2013: $342,9982013Revenue 2014: $242,802Expenses 2014: $227,606Net Income 2014: $15,1962014Revenue 2015: $232,850Expenses 2015: $223,162Net Income 2015: $9,6882015Revenue 2016: $243,150Expenses 2016: $225,776Net Income 2016: $17,3742016Revenue 2017: $327,225Expenses 2017: $331,849Net Income 2017: -$4,6242017Revenue 2019: $168,950Expenses 2019: $221,138Net Income 2019: -$52,1882019Revenue 2020: $121,525Expenses 2020: $137,208Net Income 2020: -$15,6832020Revenue 2021: $84,775Expenses 2021: $111,743Net Income 2021: -$26,9682021Revenue 2022: $96,950Expenses 2022: $124,293Net Income 2022: -$27,3432022Revenue 2023: $44,650Expenses 2023: $50,362Net Income 2023: -$5,7122023

Highlighted filing

2016

Revenue$243,150
Expenses$225,776
Net Income$17,374
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$243,150
Mission and Program Overview

Mission

To provide cost effective assessments for adolescent clients referred by dept. Of juvenile justice through the use of subcontracted counselors/therapists.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,475$119,563▲ $29,088
Pledges and Grants Receivable$44,650$34,900▼ $9,750
Prepaid Expenses and Deferred Charges$1,099$1,085▼ $14
Total Assets$136,224$155,548▲ $19,324
Liabilities
Accounts Payable and Accrued Expenses$30,031$31,981▲ $1,950
Total Liabilities$30,031$31,981▲ $1,950
Net Assets / Fund Balance
Unrestricted Net Assets$106,193$123,567▲ $17,374
Total Net Assets Fund Balance$106,193$123,567▲ $17,374
Total Liabilities and Net Assets / Fund Balance$136,224$155,548▲ $19,324
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ted SerbousekChairman
Candice HodgkinsDirector
Howard StangeDirector
Paul CrowDirector
Ivan CosimiDirector/acting Former COO
Revenue and Support

Revenue Composition

Contributions and Grants
$243,150
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$17,374

Audited Revenue Reconciliation

Revenue per Audited Statements
$243,150
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$243,150
Total Revenue per Form 990
$243,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,776
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$212,987--$212,987
Fees for Services Accounting-$8,500-$8,500
Insurance-$2,617-$2,617
Travel-$1,126-$1,126
Office Expenses-$276-$276
Other Expenses-$270-$270
Total Functional Expenses$212,987$12,789$0$225,776

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$225,776
Total Expenses per Audited Statements$225,776
Total Expenses per Form 990$225,776
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-CEO of Gateway Community ServicesRan Group That Performed Assessments for Fee for ServiceNo$53,507
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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, Part VI, Section A, Line 8B

BOARD HAS NO COMMITTEES.

Form 990, Part VI, Section B, Line 11

Form 990 e-mailed to all board members, then either meet in person or have a phone conference to see if there are any questions or comments from the board to the consultants.

Form 990, Part VI, Section B, Line 12C

Each board member is requested to put in writing a conflict of interest document at an annual board meeting.

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
First Coast Management Services Inc
EIN
59-3750072
Phone
9043874661
Address
555 STOCKTON STREET, JACKSONVILLE, FL 32204

Signing Officer

Name
Ronald Kuhn
Title
Finance Director
Phone
9043874661
Signed
2017-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Kuhn
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Smoak Davis & Nixon Llp
Address
5011 GATE PARKWAY BLDG 100 STE 300, JACKSONVILLE, FL 32256-0562
Preparer
Robert T Loverich
Phone
9043965831
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees - counseling : program service expenses 212,987. Management and general expenses 0. Fundraising expenses 0. Total expenses 212,987.

FORM 990, PART XI, LINE 2C:

Changes in audit review process from prior year: no change in process from prior year.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0175726
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1180446
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CANDACE HODGKINS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CEO OF GATEWAY COMMUNITY SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt053507
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RAN GROUP THAT PERFORMED ASSESSMENTS FOR FEE FOR SERVICE
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 E-MAILED TO ALL BOARD MEMBERS, THEN EITHER MEET IN PERSON OR HAVE A PHONE CONFERENCE TO SEE IF THERE ARE ANY QUESTIONS OR COMMENTS FROM THE BOARD TO THE CONSULTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD MEMBER IS REQUESTED TO PUT IN WRITING A CONFLICT OF INTEREST DOCUMENT AT AN ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES - COUNSELING : PROGRAM SERVICE EXPENSES 212,987. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,987.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGES IN AUDIT REVIEW PROCESS FROM PRIOR YEAR: NO CHANGE IN PROCESS FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GATEWAY COMMUNITY SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SMA BEHAVIORAL HEALTH SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591881828
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1590976866
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUBSTANCE ABUSE & MENTAL HEALTH TREATMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUBSTANCE ABUSE & MENTAL HEALTH TREATMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0555 STOCKTON ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11220 WILLIS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JACKSONVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DAYTONA BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032204
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd132114
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt099510
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt153507
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt233950
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PAYMENTS MADE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1PAYMENTS MADE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2PAYMENTS MADE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GATEWAY COMMUNITY SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1GATEWAY COMMUNITY SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2SMA BEHAVIORAL HEALTH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0136224
IRS990/TotalAssetsEOYAmt0155548
IRS990/TotalAssetsGrp/BOYAmt0136224
IRS990/TotalAssetsGrp/EOYAmt0155548
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0243150
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012789
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0212987
IRS990/TotalFunctionalExpensesGrp/TotalAmt0225776
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030031
IRS990/TotalLiabilitiesEOYAmt031981
IRS990/TotalLiabilitiesGrp/BOYAmt030031
IRS990/TotalLiabilitiesGrp/EOYAmt031981
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0106193
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0123567
IRS990/TotalOtherCompensationAmt06254
IRS990/TotalProgramServiceExpensesAmt0212987
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0243150
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0136224
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0155548
IRS990/TotReportableCompRltdOrgAmt0349918
IRS990/TravelGrp/ManagementAndGeneralAmt01126
IRS990/TravelGrp/TotalAmt01126
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0106193
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0123567
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555 STOCKTON ST
IRS990/USAddress/CityNm0JACKSONVILLE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032204
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.45$0.50$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.10$0.12$0.97$1.24$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.21$0.39$0.85$1.12$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.19$0.66$1.22$1.37$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.21$0.82$1.69$2.21$0.52
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.29$1.19$3.27$3.32$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.32$1.24$2.43$2.26$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.30$1.06$2.33$2.23$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.28$0.97$2.43$2.28$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.31$0.81$3.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.31$1.83$2.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.34$1.91$3.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.38$2.00$3.59