LORDS PLACE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LORDS PLACE INC (EIN 59-2240502)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-02
- IRS object ID
- 202430629349300303
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-02T06:45:25-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141918990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 LAKEVIEW AVENUE SUITE 1200 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592240502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORD'S PLACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORD | BusinessNameControlTxt |
| Phone | 5614940125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3265 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA STANLEY | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 5614940125 | PhoneNum |
| Signature | 2024-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANA | PersonFirstNm |
| Person Last | STANLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD JUBACK | PreparerPersonNm |
| PTIN | P00630706 | PTIN |
| Phone | 5617989988 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DIANA STANLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3265 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,491,919 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THE LORDSPLACE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | BREAKING THE CYCLE OF HOMELESSNESS FOR MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 170 | TotalEmployeeCnt |
| Total Volunteers | 590 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,528,416 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,140,250 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,218,852 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $628,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,813 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,540,777 | CYInvestmentIncomeAmt |
| PY Other Revenue | $78,136 | PYOtherRevenueAmt |
| CY Other Revenue | $903,980 | CYOtherRevenueAmt |
| PY Total Revenue | $13,016,217 | PYTotalRevenueAmt |
| CY Total Revenue | $18,213,791 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,769,336 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,034,507 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,769,944 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,284,896 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,033,885 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,707,870 | PYOtherExpensesAmt |
| CY Other Expenses | $4,033,938 | CYOtherExpensesAmt |
| PY Total Expenses | $14,247,150 | PYTotalExpensesAmt |
| CY Total Expenses | $14,353,341 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,230,933 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,860,450 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,681,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,013,534 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,475,727 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,540,114 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,205,563 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,473,420 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LORD'S PLACE, INC. (THE LORD'S PLACE OR AGENCY) IS A NON-SECTARIAN ORGANIZATION DEDICATED TO BREAKING THE CYCLE OF HOMELESSNESS FOR MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. SUPPORTIVE SERVICES OFFERED THROUGH OUR HOUSING PROGRAMS INCLUDE CASE MANAGEMENT, RECOVERY SUPPORT, BEHAVIORAL HEALTH CARE AND COORDINATION, BUDGETING AND FINANCIAL COUNSELING, AS WELL AS SERVICES DESIGNED TO SECURE AND MAINTAIN EMPLOYMENT, RECONNECT WITH FAMILY, AND PARTICIPATE IN COMMUNITY LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,930,183 | ExpenseAmt |
| Grant | $1,268,278 | GrantAmt |
| Revenue | $270,245 | RevenueAmt |
| Desc | HOUSING:THE AGENCY PROVIDES SUPPORTIVE AND GRADUATE HOUSING FOR MORE THAN 200 HOUSEHOLDS A DAY EXPERIENCING HOMELESSNESS. ITS SUPPORTIVE HOUSING PROGRAMS INCLUDE ALEXANDER PLACE FOR 37 FAMILIES, MANN CAMPUS FOR 50 SINGLE MEN, BURCKLE PLACE AND HALLE PLACE FOR 23 SINGLE WOMEN, C-PLACE FOR 22 SINGLE MEN AND WOMEN WITH SEVERE AND PERSISTENT MENTAL ILLNESS, AND HOUSING FIRST-BASED SCATTERED-SITE PROGRAMS FOR 57 PEOPLE EXPERIENCING CHRONIC HOMELESSNESS. RESIDENTS HAVE ACCESS TO COMPREHENSIVE SERVICES, INCLUDING CASE MANAGEMENT, BENEFITS NAVIGATION, JOB TRAINING AND PLACEMENT, LIFE SKILLS INSTRUCTION, HEALTHCARE COORDINATION AND SUPPORT, PEER SUPPORT, AND MORE. AS A RESULT, MORE THAN 90 PERCENT OF RESIDENTS MAINTAIN OR EXIT TO STABLE HOUSING THROUGHOUT THE YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,587,239 | ExpenseAmt |
| Grant | $132,376 | GrantAmt |
| Revenue | $234,747 | RevenueAmt |
| Desc | COMMUNITY ENGAGEMENT:THE AGENCY OPERATES THE LARGEST STREET OUTREACH PROGRAM BY GEOGRAPHIC AREA IN PALM BEACH COUNTY, FLORIDA. THE PROGRAM REACHES 700 UNSHELTERED PEOPLE A YEAR, ASSISTING THEM WITH BASIC NEEDS ITEMS (E.G. FOOD, HYGIENE PRODUCTS, BLANKETS), IDENTIFICATION, HOUSING NAVIGATION, LINKAGE TO MENTAL HEALTH AND SUBSTANCE USE TREATMENT, AND COMMUNITY RESOURCE REFERRAL. MORE THAN 400 PEOPLE ARE CONNECTED TO HOUSING EACH YEAR, WITH MANY RETURNING TO LIVE WITH FAMILY AND FRIENDS, RENTING APARTMENTS IN THE COMMUNITY, AND ACCESSING LOCAL EMERGENCY SHELTER, RAPID REHOUSING, AND SUPPORTIVE HOUSING PROGRAMS. THE AGENCY IS THE DESIGNATED PROJECTS FOR ASSISTANCE IN TRANSITION FROM HOMELESSNESS (PATH) PROVIDER IN PALM BEACH COUNTY. THROUGH THIS PROGRAM, IT PROVIDES OUTREACH AND CASE MANAGEMENT SERVICES FOR PEOPLE EXPERIENCING HOMELESSNESS AND CO-OCCURRING SERIOUS MENTAL ILLNESS. IT SERVED 95 PEOPLE LAST YEAR. MORE THAN HALF WERE CONNECTED TO THE LORD'S PLACE'S SSI/SSDI OUTREACH, ACCESS AND RECOVERY (SOAR) PROGRAM, AN INITIATIVE THAT USES A NATIONAL BEST PRACTICE MODEL TO CONNECT PEOPLE WITH DISABILITIES EXPERIENCING HOMELESSNESS TO SOCIAL SECURITY BENEFITS AND HEALTH COVERAGE. AMONG THOSE WHO EXITED THE PATH PROGRAM, 77 PERCENT TRANSITIONED TO A STABLE HOUSING DESTINATION. THE AGENCY EMPLOYS MULTIPLE STAFF TRAINED IN THE SOAR PROCESS TO ASSIST THOSE EXPERIENCING HOMELESSNESS WITH SOCIAL SECURITY APPLICATIONS. THE PROGRAM SCREENED 67 PEOPLE LAST YEAR AND WENT ON TO FILE BENEFIT APPLICATIONS FOR 56. IN ALL, 79 PERCENT OF APPLICATIONS WERE APPROVED, WHICH IS NEARLY DOUBLE FLORIDA'S STATEWIDE APPROVAL RATE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $983,699 | ExpenseAmt |
| Grant | $134,716 | GrantAmt |
| Desc | JOB TRAINING & EMPLOYMENT:THE AGENCY PROVIDES JOB COACHING, JOB SKILLS CLASSES, COGNITIVE-BEHAVIORAL INTERVENTION INSTRUCTION, ADULT BASIC EDUCATION AND GED PREPARATION TUTORING, AND JOB PLACEMENT AND RETENTION SERVICES FOR MORE THAN 350 ADULTS A YEAR EXPERIENCING HOMELESSNESS AND UNEMPLOYMENT. IT OPERATES AN INNOVATIVE CULINARY PROGRAM THAT COMBINES HANDS-ON VOCATIONAL TRAINING WITH EMPLOYMENT-FOCUSED COGNITIVE BEHAVIORAL INTERVENTION INSTRUCTION. THE PROGRAM TRAINS FORMERLY HOMELESS APPRENTICES FOR EMPLOYMENT AS SOUS CHEFS, LINE COOKS, AND OTHER RESTAURANT POSITIONS. THE APPRENTICES PRACTICE THEIR SKILLS ALONGSIDE TRAINED CHEFS AS THEY OPERATE A CATERING SOCIAL ENTERPRISE AND A HUNGER PROGRAM THAT SERVES MORE THAN 750 FREE GOURMET MEALS A WEEK AT THE AGENCY'S CAFE JOSHUA DINING ROOM. THROUGH THE JOB TRAINING PROGRAM, MORE THAN 150 CLIENTS IMPROVE THEIR JOB SKILLS AND 100 SECURE EMPLOYMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,616,326 | ExpenseAmt |
| Grant | $499,137 | GrantAmt |
| Revenue | $143,109 | RevenueAmt |
| Desc | RE-ENTRY: THE AGENCY'S REENTRY PROGRAM ASSISTS MORE THAN 150 ADULTS A YEAR TO TRANSITION BACK INTO THE COMMUNITY FOLLOWING THEIR RELEASE FROM PRISON OR JAIL. THE PROGRAM PROVIDES CASE MANAGEMENT, JOB TRAINING, PEER SUPPORT, HEALTHCARE COORDINATION AND SUPPORT, LINKAGE TO COMMUNITY-BASED MENTAL HEALTH AND SUBSTANCE USE TREATMENT, HOUSING NAVIGATION AND PLACEMENT, FAMILY REUNIFICATION, AND MORE. WITH THE PROGRAM'S SUPPORT, MORE THAN 90 PERCENT OF CLIENTS AVOID RE-ARREST FOR AT LEAST ONE YEAR AFTER THEIR ENROLLMENT. IN ADDITION TO PROVIDING DIRECT SERVICES, THE REENTRY PROGRAM PARTICIPATES IN REENTRY COALITIONS, COLLABORATIVE INITIATIVES, AND ADVOCACY TO ADVANCE CRIMINAL JUSTICE ISSUES AND THOSE AFFECTED BY THEM. CLINICAL AND CARE COORDINATION SERVICES: THE AGENCY'S COUNSELING, ACCESS, RECOVERY, AND EDUCATION (CARE) TEAM IS AN INTEGRATED HEALTHCARE SUPPORT AND COORDINATION PROGRAM FOR UNHOUSED PEOPLE EXPERIENCING ACUTE AND/OR CHRONIC PHYSICAL AND BEHAVIORAL HEALTH CONDITIONS. THE PROGRAM'S MULTIDISCIPLINARY TEAM INCLUDES A LICENSED CLINICAL SOCIAL WORKER, BOARD-CERTIFIED PSYCHIATRIC NURSE PRACTITIONER, RECOVERY COORDINATOR, CERTIFIED COMMUNITY HEALTH WORKER, AND OTHER MEMBERS OF CLIENTS' SUPPORT SYSTEMS, INCLUDING HOUSING STAFF, CASE MANAGERS, JOB COACHES, AND BENEFITS NAVIGATORS. THESE STAFF WORK TOGETHER TO SERVE 140 MEDICALLY VULNERABLE CLIENTS ANNUALLY. THEY PROVIDE CARE COORDINATION, MEDICAL ADVOCACY, PSYCHIATRIC SERVICES (E.G. ASSESSMENT, TREATMENT PLANNING, MEDICATION MANAGEMENT, CRISIS INTERVENTION, ETC.), RECOVERY SUPPORT, AND PREVENTATIVE AND PRIMARY HEALTHCARE ASSISTANCE. THEY HELP CLIENTS SCHEDULE AND ATTEND HEALTH APPOINTMENTS, FOLLOW THEIR TREATMENT PLANS, MONITOR THEIR HEALTH (E.G. BLOOD PRESSURE CHECKING, BLOOD SUGAR/DIABETES CONTROL, WOUND CARE), MANAGE THEIR HEALTH INSURANCE, AND MORE. THROUGH THE CARE TEAM, 84 PERCENT OF CLIENTS AVOIDED OR REDUCED THEIR USE OF EMERGENCY SERVICES. AMONG THOSE WHO LEFT THE PROGRAM, 88 PERCENT WERE CONNECTED TO HEALTH INSURANCE AND A COMMUNITY-BASED MEDICAL HOME AT EXIT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,616,326 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $499,137 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $143,109 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,117,447 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 170 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD CODY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5614940125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3265 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33402 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CORNELIA THORNBURGH | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WESLEY WES LANG | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLY PHILIAS MD FAPA | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES G WARD III | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA L CHEIVES | ||||||
| CIE CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE F CUMMINGS | ||||||
| CIE CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATE GRANGARD | ||||||
| AUDIT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA MCIVER | ||||||
| ADVANCEMENT COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THE HON GERALDINE JERI MUOLO | ||||||
| RISK ASSESSMENT CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BILL PROCTOR | ||||||
| HOUSING AND FACILITIES CO-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY QUICK | ||||||
| SOCIAL ENTERPRISE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL STEVENS | ||||||
| HOUSING AND FACILITIES CO-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACK SCAROLA ESQ | ||||||
| FOUNDING BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE BACHMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THE HON ANN BROWN | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA HEATHCOE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN JONES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM KUKLA | ||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | |
| YASMEEN LEWIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN H MALONE ESQ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE STENGLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RABBI HOWARD SHAPIRO | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIANNE WEISSMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA L STANLEY | ||||||
| CHIEF EXECUTIVE OFFICER | 60.00 | Yes (X) | $244,829 | $0 | $7,479 | |
| KERRY DIAZ | ||||||
| COO (07/01/22 - 05/18/23) | 40.00 | Yes (X) | $125,853 | $0 | $0 | |
| ANNE NOBLE | ||||||
| CHIEF ADVANCEMENT OFFICER | 50.00 | Yes (X) | $108,842 | $0 | $1,253 | |
| GERALD CODY | ||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $108,030 | $0 | $527 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $587,554 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,259 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $495,096 | FederatedCampaignsAmt |
| Fundraising | $5,000 | FundraisingAmt |
| Government Grants | $4,543,688 | GovernmentGrantsAmt |
| All Other Contributions | $10,096,466 | AllOtherContributionsAmt |
| Noncash Contributions | $122,796 | NoncashContributionsAmt |
| Total Contributions | $15,140,250 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENCE FEES | 721000 | $270,245 | $270,245 |
| SOCIAL ENTERPRISE REVENUE | 721000 | $234,747 | $234,747 |
| CONTRACT REVENUE | 721000 | $123,792 | $123,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $628,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,728 | TotalRevenueColumnAmt |
| Exclusion | $303,728 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $396,824 | SecuritiesAmt |
| Other | $2,000,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $508,977 | SecuritiesAmt |
| Other | $650,798 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$112,153 | SecuritiesAmt |
| Other | $1,349,202 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,237,049 | TotalRevenueColumnAmt |
| Exclusion | $1,237,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,003,016 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $118,353 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $884,663 | TotalRevenueColumnAmt |
| Exclusion | $884,663 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 721000 | BusinessCd |
| Total Revenue Column | $19,317 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,317 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,317 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,213,791 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $648,101 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,425,440 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,034,507 | TotalAmt |
| Program Services | $2,034,507 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,910 | TotalAmt |
| Program Services | $432,744 | ProgramServicesAmt |
| Management And General | $62,023 | ManagementAndGeneralAmt |
| Fundraising | $44,143 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,066,184 | TotalAmt |
| Program Services | $4,871,135 | ProgramServicesAmt |
| Management And General | $698,160 | ManagementAndGeneralAmt |
| Fundraising | $496,889 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,873 | TotalAmt |
| Program Services | $141,226 | ProgramServicesAmt |
| Management And General | $20,241 | ManagementAndGeneralAmt |
| Fundraising | $14,406 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,062 | TotalAmt |
| Program Services | $815,896 | ProgramServicesAmt |
| Management And General | $116,939 | ManagementAndGeneralAmt |
| Fundraising | $83,227 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,867 | TotalAmt |
| Program Services | $391,756 | ProgramServicesAmt |
| Management And General | $56,149 | ManagementAndGeneralAmt |
| Fundraising | $39,962 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,730 | TotalAmt |
| Program Services | $2,069 | ProgramServicesAmt |
| Management And General | $3,401 | ManagementAndGeneralAmt |
| Fundraising | $7,260 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,583 | TotalAmt |
| Program Services | $10,499 | ProgramServicesAmt |
| Management And General | $17,254 | ManagementAndGeneralAmt |
| Fundraising | $36,830 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,328 | TotalAmt |
| Program Services | $21,024 | ProgramServicesAmt |
| Management And General | $34,552 | ManagementAndGeneralAmt |
| Fundraising | $73,752 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,740 | TotalAmt |
| Program Services | $243,376 | ProgramServicesAmt |
| Management And General | $22,801 | ManagementAndGeneralAmt |
| Fundraising | $82,563 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,043,570 | TotalAmt |
| Program Services | $1,890,191 | ProgramServicesAmt |
| Management And General | $118,482 | ManagementAndGeneralAmt |
| Fundraising | $34,897 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,860 | TotalAmt |
| Program Services | $6,856 | ProgramServicesAmt |
| Management And General | $3 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,033 | TotalAmt |
| Program Services | $337,903 | ProgramServicesAmt |
| Management And General | $14,130 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER OPERATING COSTS | $488,923 | $355,040 | $26,133 | $107,750 |
| FOOD & SUPPLIES | $283,116 | $281,804 | $949 | $363 |
| TRANSPORTATION | $248,235 | $225,601 | $10,792 | $11,842 |
| STIPENDS | $55,820 | $55,820 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,353,341 | TotalAmt |
| Program Services | $12,117,447 | ProgramServicesAmt |
| Management And General | $1,202,009 | ManagementAndGeneralAmt |
| Fundraising | $1,033,885 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,710,907 | BOYAmt |
| EOY | $698,610 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,054,141 | BOYAmt |
| EOY | $11,777,686 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,627,001 | BOYAmt |
| EOY | $3,589,071 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,104 | BOYAmt |
| EOY | $106,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,429,194 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,096,682 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,364,342 | BOYAmt |
| EOY | $19,332,512 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,399 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,396 | BOYAmt |
| EOY | $508,821 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,681,290 | BOYAmt |
| EOY | $36,013,534 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,992 | BOYAmt |
| EOY | $774,428 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,325 | BOYAmt |
| EOY | $9,791 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,410 | BOYAmt |
| EOY | $755,895 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,475,727 | BOYAmt |
| EOY | $1,540,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,310,036 | BOYAmt |
| EOY | $23,390,597 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,895,527 | BOYAmt |
| EOY | $11,082,823 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,205,563 | BOYAmt |
| EOY | $34,473,420 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,681,290 | BOYAmt |
| EOY | $36,013,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,860,450 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $416,033 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$8,626 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,003,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,981,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,201,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,580,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,140,250 | CurrentTaxYearAmt |
| Total | $71,906,360 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,003,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,981,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,201,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,580,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,140,250 | CurrentTaxYearAmt |
| Total | $71,906,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $71,906,360 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $303,728 | CurrentTaxYearAmt |
| Total | $871,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,777,602 | TotalSupportAmt |
| Public Support CY170 | 0.98800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $938,472 | BeginningYearBalanceAmt |
| End Year Balance | $938,472 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $938,472 | BeginningYearBalanceAmt |
| End Year Balance | $938,472 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,084,296 | BeginningYearBalanceAmt |
| Other Expenditures | $145,824 | OtherExpendituresAmt |
| End Year Balance | $938,472 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,109,450 | BeginningYearBalanceAmt |
| Other Expenditures | $25,154 | OtherExpendituresAmt |
| End Year Balance | $1,084,296 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $912,642 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Other Expenditures | $3,192 | OtherExpendituresAmt |
| End Year Balance | $1,109,450 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61300 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,173,430 | OtherCostOrOtherBasisAmt |
| Book Value | $1,173,430 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,849,639 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,429,446 | DepreciationAmt |
| Book Value | $4,420,193 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $604,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $304,559 | DepreciationAmt |
| Book Value | $299,913 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,801,653 | OtherCostOrOtherBasisAmt |
| Depreciation | $362,677 | DepreciationAmt |
| Book Value | $13,438,976 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,332,512 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CLIENT DEPOSITS | $136,456 |
| LONG TERM LEASE LIABILITIES | $328,562 |
| CURRENT PORTION OF LEASE LIABILITIES | $290,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $755,895 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,860,923 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $416,033 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $121,372 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $118,353 | OtherRevenueAmt |
| Revenue Not Reported | $655,758 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,205,165 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,626 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $8,626 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,213,791 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,593,066 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $121,372 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $118,353 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $239,725 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,353,341 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,353,341 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE AGENCY WAS GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE AGENCY IS REQUIRED TO OPERATE IN CONFORMITY WITH THE PROVISIONS OF THE IRC TO MAINTAIN ITS EXEMPT STATUS. MANAGEMENT ANALYZES TAX POSITIONS IN JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS. BASED ON ITS EVALUATION, MANAGEMENT DID NOT IDENTIFY ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE. INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, IF ANY, ARE INCLUDED IN OPERATING EXPENSES. THE AGENCY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 118,353. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 118,353. |
| PART V - ENDOWMENT FUNDS | THE PURPOSE OF THE BOARD DESIGNATED ENDOWMENT FUND IS TO SUPPORT THE AGENCY'S HOUSING PROGRAM AND THE PURPOSE OF THE PERMANENT DONOR-RESTRICTED ENDOWMENT FUND IS INSTITUTIONAL SUPPORT OF THE AGENCY AS A WHOLE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PB EVENT | Event1Nm |
| Gross Receipts Event1 | $382,700 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $382,700 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $14,334 | OtherDirectExpensesEvent1Amt |
| Event2 | SLEEP OUT | Event2Nm |
| Gross Receipts Event2 | $332,731 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $327,731 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $37,518 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $292,585 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $292,585 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $66,501 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,008,016 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,003,016 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $118,353 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $118,353 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $884,663 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SPECIFIC ASSISTANCE | GrantTypeTxt |
| Recipient | 1529 | RecipientCnt |
| Cash Grant | $2,034,507 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA L STANLEY | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $189,521 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $55,308 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,479 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $252,308 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $55,862 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,039 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISCELLANEOUS | 0 | $36,227 | FMV |
| Yes (X) | GIFT CARDS | 0 | $23,125 | FMV |
| Yes (X) | OTHER | 0 | $5,543 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS PROVIDED ELECTRONICALLY TO ALL BOARD MEMBERS BEFORE IT WAS FILED. ADDITIONALLY, THE FORM 990 IS DISCUSSED AND APPROVED AT THE NEXT BOARD MEETING WITH OPPORTUNITIES PROVIDED FOR BOARD MEMBERS TO ASK QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS REVIEWED AND DISCUSSED BY BOARD MEMBERS AND EMPLOYEES AT MEETINGS AND ANY POSSIBLE CONFLICTS THAT ARISE ARE REQUIRED TO BE DISCLOSED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S COMPENSATION PROCESS FOR EXECUTIVE LEADER INCLUDES A REVIEW BY THE BOARD OF DIRECTORS, COMPARISON TO MARKET, AND BOARD APPROVAL OF COMPENSATION CHANGES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S OVERSIGHT POLICY HAS NOT CHANGED. |
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