2024-03-02T06:45:25-06:00 2023-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2022-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 DIANA STANLEY CHIEF EXECUTIVE OFFICER 5614940125 2024-03-02 1 DIANA STANLEY XXX-XX-XXXX 0 RICHARD JUBACK P00630706 5617989988 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 19491919 0 X WWW.THE LORDSPLACE.ORG X 1982 FL BREAKING THE CYCLE OF HOMELESSNESS FOR MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. 23 23 170 590 0 0 11528416 15140250 1218852 628784 190813 1540777 78136 903980 13016217 18213791 2769336 2034507 0 0 7769944 8284896 0 0 1033885 3707870 4033938 14247150 14353341 -1230933 3860450 31681290 36013534 1475727 1540114 30205563 34473420 X 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. 0 0 6930183 1268278 270245 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. 1587239 132376 234747 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. 983699 134716 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. 2616326 499137 143109 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. 2616326 499137 143109 12117447 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 53 0 170 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X GERALD CODY 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 CORNELIA THORNBURGH CHAIR 3.00 X X 0 0 0 WESLEY WES LANG VICE CHAIR 1.00 X X 0 0 0 WILLY PHILIAS MD FAPA SECRETARY 2.00 X X 0 0 0 CHARLES G WARD III TREASURER 1.00 X X 0 0 0 BARBARA L CHEIVES CIE CO-CHAIR 1.00 X X 0 0 0 JULIE F CUMMINGS CIE CO-CHAIR 1.00 X X 0 0 0 KATE GRANGARD AUDIT CHAIR 1.00 X 0 0 0 PAMELA MCIVER ADVANCEMENT COMMITTEE CHAIR 2.00 X 0 0 0 THE HON GERALDINE JERI MUOLO RISK ASSESSMENT CHAIR 2.00 X 0 0 0 WILLIAM BILL PROCTOR HOUSING AND FACILITIES CO-CHAIR 2.00 X 0 0 0 MARY QUICK SOCIAL ENTERPRISE CHAIR 2.00 X 0 0 0 MICHAEL STEVENS HOUSING AND FACILITIES CO-CHAIR 2.00 X 0 0 0 JACK SCAROLA ESQ FOUNDING BOARD DIRECTOR 2.00 X 0 0 0 GEORGE BACHMAN DIRECTOR 1.00 X 0 0 0 THE HON ANN BROWN DIRECTOR 3.00 X 0 0 0 CYNTHIA HEATHCOE DIRECTOR 1.00 X 0 0 0 KEVIN JONES DIRECTOR 1.00 X 0 0 0 JIM KUKLA DIRECTOR 6.00 X 0 0 0 YASMEEN LEWIS DIRECTOR 1.00 X 0 0 0 STEVEN H MALONE ESQ DIRECTOR 1.00 X 0 0 0 KATE STENGLE DIRECTOR 1.00 X 0 0 0 RABBI HOWARD SHAPIRO DIRECTOR 4.00 X 0 0 0 ADRIANNE WEISSMAN DIRECTOR 2.00 X 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 60.00 X 244829 0 7479 KERRY DIAZ COO (07/01/22 - 05/18/23) 40.00 X 125853 0 0 ANNE NOBLE CHIEF ADVANCEMENT OFFICER 50.00 X 108842 0 1253 GERALD CODY CHIEF FINANCIAL OFFICER 50.00 X 108030 0 527 587554 0 9259 4 0 1 0 0 495096 5000 4543688 10096466 122796 15140250 RESIDENCE FEES 721000 270245 270245 SOCIAL ENTERPRISE REVENUE 721000 234747 234747 CONTRACT REVENUE 721000 123792 123792 628784 303728 303728 396824 2000000 508977 650798 -112153 1349202 1237049 1237049 1003016 5000 118353 884663 884663 MISCELLANEOUS REVENUE 721000 19317 19317 19317 18213791 648101 0 2425440 2034507 2034507 538910 432744 62023 44143 6066184 4871135 698160 496889 175873 141226 20241 14406 1016062 815896 116939 83227 487867 391756 56149 39962 12730 2069 3401 7260 64583 10499 17254 36830 129328 21024 34552 73752 348740 243376 22801 82563 2043570 1890191 118482 34897 6860 6856 3 1 352033 337903 14130 OTHER OPERATING COSTS 488923 355040 26133 107750 FOOD & SUPPLIES 283116 281804 949 363 TRANSPORTATION 248235 225601 10792 11842 STIPENDS 55820 55820 14353341 12117447 1202009 1033885 2710907 698610 11054141 11777686 4627001 3589071 186104 106834 23429194 4096682 12364342 19332512 699399 0 39396 508821 31681290 36013534 1135992 774428 209325 9791 130410 755895 1475727 1540114 X 15310036 23390597 14895527 11082823 30205563 34473420 31681290 36013534 3860450 416033 -8626 0 X X 0 1 X 1 1 1 X 15003068 18981553 11201173 11580316 15140250 71906360 15003068 18981553 11201173 11580316 15140250 71906360 71906360 98071 144286 134344 190813 303728 871242 72777602 0.98800 0.94830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 938472 938472 938472 938472 1084296 145824 938472 1109450 25154 1084296 912642 200000 3192 1109450 0.38700 0.61300 1 0 1173430 1173430 7849639 3429446 4420193 604472 304559 299913 13801653 362677 13438976 19332512 CLIENT DEPOSITS 136456 LONG TERM LEASE LIABILITIES 328562 CURRENT PORTION OF LEASE LIABILITIES 290877 755895 X 18860923 416033 121372 118353 655758 18205165 8626 8626 18213791 14593066 121372 118353 239725 14353341 0 14353341 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. PB EVENT 382700 382700 14334 SLEEP OUT 332731 5000 327731 37518 1 292585 292585 66501 1008016 5000 1003016 118353 118353 884663 0 SPECIFIC ASSISTANCE 1529 2034507 X X X 0 0 0 0 0 0 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 189521 0 55308 0 0 0 7479 0 0 0 252308 0 0 0 X 55862 FMV X 2039 FMV X MISCELLANEOUS 0 36227 FMV X GIFT CARDS 0 23125 FMV X OTHER 0 5543 FMV 0 1 0 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.