Charlotte Behavioral Health Care - Comprehensive Analysis Report
Summary
Charlotte Behavioral Health Care (CBHC) is a private 501(c)(3) non-profit agency established in 1969. Its mission is to partner with patients to instill hope, inspire growth, and embrace life. The organization provides vital behavioral health, recovery support, crisis, and addiction services to adults, adolescents, and children within Charlotte County, Florida, and neighboring communities. CBHC is a significant provider in its region, dedicated to creating individualized treatment plans through collaborative efforts, aiming to improve behavioral health and overall quality of life for the individuals and families it serves.
1. Strategic Focus & Objectives
Core Objectives
The core objectives of Charlotte Behavioral Health Care revolve around delivering compassionate, high-quality, and cost-effective healthcare services for mental health issues and addiction. The organization is committed to becoming the mental health and substance use disorder provider of choice in its community, dedicating itself to the highest level of patient care. CBHC also focuses on fostering a welcoming and supportive work environment for its employees, aiming to improve recruitment, cross-training, and staff retention.
Specialization Areas
CBHC specializes in personalized treatment plans across a broad spectrum of mental health and addiction services. Key areas of expertise include evidence-based therapeutic inpatient and outpatient treatment for mental health and substance use disorders, alongside community-based services. A unique value proposition is its "No-Wrong-Door Model," designed to effectively respond to individual needs and integrate services among various providers within the Charlotte County Behavioral Health Receiving System.
Target Markets
Charlotte Behavioral Health Care primarily serves adults, adolescents, and children in Charlotte County, Florida, and the surrounding communities. The market positioning strategy emphasizes accessibility and affordability, with fees for services based on a sliding scale with income verification. Services are available regardless of race, sex, religious belief, or ability to pay when possible and appropriate, serving a significant patient population with lower annual incomes.
2. Financial Overview
Funding History
As a non-profit organization, Charlotte Behavioral Health Care’s operations are supported by program services revenue and grants. In the fiscal year ending June 2024, CBHC reported total revenues of $21,586,337 and total expenses of $20,126,955, resulting in total assets of $20,503,050. Program services revenue accounted for $20,916,453, marking a 14.6% increase from the previous year. Total grants, contributions, and similar revenues were $59,706 for FYE 06/2024, an 87.8% increase from the prior year.
Notable grants received include:
$13,325,247 from Central Florida Behavioral Health Network (CFBHN) for Substance Abuse/Mental Health DCF Suncoast Region (2024-06).
$276,775 from Florida Alcohol and Drug Abuse Association (FADAA) for Medicinal Treatment (2023-06).
$173,811 from Gulf Coast Partnership for Homelessness (2024-09).
CBHC also intends to apply for $87,071.25 in funding through the FloridaCommerce Community Development Block Grant – Disaster Recovery (CDBG-DR) Hazard Mitigation Grant Match Program (HMGMP) to cover the local cost-share for a FEMA-awarded HMGP project, supporting the installation of a permanent generator at its Central Receiving Facility.
3. Product Pipeline
Key Products/Services
Charlotte Behavioral Health Care offers a diverse range of programs and facilities designed to address various behavioral health and addiction needs:
Crisis Stabilization Unit (CSU): A state-licensed 20-bed mixed-use unit for adult and child crisis stabilization. Expanded in 2017, the Margo Lang Crisis Stabilization Unit added 10 children's beds, an activity room, and administrative space.
Recovery Center/Detox: Includes a licensed 3-bed adult 28-day substance abuse residential program and a licensed 10-bed adult detoxification program, offering medically supervised inpatient care.
S.H.A.R.E. Spot: An evidence-based, peer-run drop-in center providing socialization, advocacy, and self-help for individuals with severe and persistent mental illness.
Seeking Safety Counseling: A present-focused program helping individuals address trauma by developing safety in relationships, thinking patterns, and actions.
Therapeutic Family Care and Trauma Therapy: Offers various therapeutic approaches, including EMDR Therapy, to support individuals and families.
Anger Management Program: A 16-week evidence-based, psychoeducational program designed for individuals dealing with issues of anger, aggression, and violence.
Telehealth Services: Provides remote access to therapy and psychiatry services, enhancing patient convenience and reach.
Addiction Recovery Initiative: A collaborative program with ARCHway Institute and the Charlotte County Sheriff's Office that facilitates free treatment and transportation to CBHC for individuals in active addiction, eliminating barriers to recovery.
4. Technology & Innovation
Technology Stack
Charlotte Behavioral Health Care employs advanced technology to optimize patient care and operational efficiency. The organization utilizes Streamline Healthcare Solutions' SmartCare EHR platform, implemented in October 2019, which replaced a legacy system. This integrated electronic health record platform was selected for its configurability, ability to convert data into actionable information, user-friendliness, flexibility, and strong customer service.
CBHC is committed to evidence-based practices (EBPs), ensuring that its treatment models are grounded in scientific methodologies. The organization also places a strong emphasis on continuous performance measurement and improvement in service delivery, with internal benchmarks frequently exceeding state levels.
5. Leadership & Management
Executive Team
Charlotte Behavioral Health Care is led by a dedicated executive team:
Victoria Scanlon, LMHC (Chief Executive Officer): Served as CEO since May 2016, following her tenure as Chief Operating Officer from May 2007 to May 2016, and Director of Clinical Services & Quality Management from August 2006 to May 2007. Ms. Scanlon possesses 22 years of experience managing clinical systems of care, with expertise in the oversight of clinical, administrative, and fiscal operations for mental health and substance abuse programs across all age groups. Her contributions include increasing Medicaid services and successfully securing local and state grants.
Amy Hood, LMHC (Chief Operating Officer): Responsible for the operational management of the organization.
Derek Rogers (Chief Financial Officer): Oversees the financial stability and integrity of CBHC.
Katina Matthews-Ferrari, M.D. (Chief Medical Officer): Provides medical leadership for the organization's services. Her compensation was reported as $305,473 as of June 30, 2024.
Rebecca Hansen, MA (Chief Administrative Officer): Manages crucial administrative functions.
Gina Wynn (Assistant V.P. of Community Services)
Letrecia Brown, MSW (Director of Operations of Crisis Services)
Kelly Decker, MA, LMHC (Clinical Director of Crisis Services)
Will Fraley (Director of Information Technology)
Stephanie Kerns, LMHC (Director of Substance Services and Systems Integration)
Kelly Pomerville (Director of Marketing & Public Relations)
Kylie Sumner, LMHC (Director of Outpatient Practices)
Shelly Terruso (Executive Assistant to CEO/Contract Compliance Support)
Sarah Wright, MSW, LCSW (Director of Community Services)
Recent Leadership Changes
Victoria Scanlon has been the Chief Executive Officer since May 2016, having previously served as Chief Operating Officer for nine years. The provided information does not indicate other widely publicized recent significant CEO or executive leadership changes within Charlotte Behavioral Health Care during her tenure.
6. Talent and Growth Indicators
Hiring Trends and Workforce
Charlotte Behavioral Health Care employed 342 individuals in 2024. The organization aims to be a preferred employer within the behavioral health sector in its community, fostering a supportive work environment that offers opportunities for training and advancement.
Current hiring patterns indicate open positions across various critical roles, signaling ongoing growth and a need for specialized talent. These include:
Behavioral Health Technician (Full-time, Part-time)
CRF Registered Nurse (Full-time)
Lead Recovery Technician (Full-time)
CRF LPN (Full-time)
QM Administrative Assistant (Part-time)
Licensed Practical Nurses (LPN) for inpatient teams (Part-time, PRN)
Employee sentiment from Indeed.com suggests an average interview experience, typically concluding within about two weeks. Feedback for specific roles includes varied ratings: Behavior Technician (2.7 out of 5 stars), Case Manager (2.6 out of 5 stars), Therapist (2.3 out of 5 stars), Administrative Assistant (3.3 out of 5 stars), Licensed Practical Nurse (3.0 out of 5 stars), and Manager (4.5 out of 5 stars). CBHC maintains its status as an Equal Opportunity Employer and a Drug-Free Workplace, promoting a diverse workforce, with all applicants subject to a Level II Background Screening. The company has demonstrated a 95%+ patient satisfaction rating for three consecutive years.
7. Social Media Presence and Engagement
Digital Footprint
Charlotte Behavioral Health Care actively maintains a social media presence to engage with the community and disseminate information. The organization's website frequently features news and announcements, providing updates on its activities and initiatives. Recent news items on their website include discussions on "Self Care for the New Year," "Navigating Recovery & Resilience in 2024," and "International Overdose Awareness Day." Through consistent content and updates, CBHC positions itself as a dedicated provider of comprehensive behavioral health and addiction services. They encourage community engagement, historically soliciting feedback through surveys.
8. Recognition and Awards
Industry Recognition
Charlotte Behavioral Health Care and its leadership have received notable recognition:
Dr. Katina Matthews-Ferrari, Chief Medical Officer, was recognized in the 2024 FBHA Awards of Excellence.
The organization has achieved a demonstrated 95%+ patient satisfaction rating for three consecutive years, reflecting high-quality service delivery.
9. Competitive Analysis
Major Competitors
Charlotte Behavioral Health Care (CBHC) operates as one of two publicly funded designated behavioral health receiving facilities in Charlotte County. Its primary competitor in this specific role is:
Riverside Behavioral Center at Bayfront Health Punta Gorda: This facility serves as the other designated behavioral health receiving facility in Charlotte County, primarily operating as a privately funded entity. CBHC and Riverside Behavioral Center collaborate and communicate to ensure coordinated care within the community, often utilizing CBHC's Case Management department for referrals and care coordination.
In the broader Charlotte County area, other health-related service providers include the Charlotte County Department of Health and the Virginia B. Andes Community Clinic. The wider Florida behavioral health market consists of a diverse range of public and private sector providers, from large multi-state organizations to smaller, specialized treatment centers.
10. Market Analysis
Market Overview
The Florida behavioral health market was valued at approximately $3.2 billion in 2020 and is projected to grow at a compound annual growth rate (CAGR) of about 5% over the next five years. This growth is propelled by increased awareness and demand for behavioral health services, a rise in mental health disorders, and supportive government policies, including expanded Medicaid coverage and increased funding to address crises such as the opioid epidemic.
Charlotte County, Florida, had an estimated population of 188,910 residents as of 2019, with a notable proportion of older adults. The median income for Charlotte County was $51,499 per year in 2019, which is lower than that of neighboring Sarasota and Collier Counties. A significant portion of CBHC's patient base (85%) reported an annual salary of less than $15,000 per year, underscoring the substantial need for accessible and affordable care within its service area. Payer sources for CBHC patients include self-pay (41%), Medicaid (34%), and private insurance.
11. Strategic Partnerships
Charlotte Behavioral Health Care engages in several strategic partnerships to enhance its service delivery and community impact:
Central Florida Behavioral Health Network (CFBHN): A key partner providing substantial grant funding for Substance Abuse/Mental Health DCF Suncoast Region.
Florida Alcohol and Drug Abuse Association (FADAA): A partner providing grants for Medicinal Treatment.
Gulf Coast Partnership for Homelessness: A partner that has provided grant funding.
ARCHway Institute and Charlotte County Sheriff's Office: Collaborating partners in the Addiction Recovery Initiative, which facilitates free treatment and transportation for individuals seeking recovery from addiction.
Charlotte County Public Schools: An affiliated organization, indicated by a Board of Directors member.
Merrill Lynch, DLW Wealth Management Group: An affiliated organization, indicated by a Board of Directors member.
* Florida Dept. of Health of DeSoto County: An affiliated organization, indicated by a Board of Directors member.
12. Operational Insights
Charlotte Behavioral Health Care holds a critical market position as one of two designated publicly funded behavioral health receiving facilities in Charlotte County. Its competitive advantages stem from its non-profit status, enabling it to offer services on a sliding scale, making care accessible to a low-income population. Operational strengths include a strong commitment to evidence
