LUTHERAN SERVICES FLORIDA INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN SERVICES FLORIDA INC (EIN 59-2198911)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-10
- IRS object ID
- 202211309349303151
- Schema version
- 2020v4.2
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T12:20:59-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592198911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES FLORIDA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 8138751408 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3627 W WATERS AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J WYDRA JR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8138751408 | PhoneNum |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | WYDRA JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIANA KREUL | PreparerPersonNm |
| PTIN | P01204534 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2022-05-06 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAMUEL M SIPES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3627 W WATERS AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $262,337,912 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LSFNET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | LUTHERAN SERVICES FLORIDA HELPS COMMUNITIES BUILD HEALTHIER, HAPPIER, AND HOPE-FILLED TOMORROWS BY IMPACTING THE LIVES OF 1 IN 50 FLORIDIANS THROUGH VARIOUS SERVICES OFFERED ACROSS THE STATE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1627 | TotalEmployeeCnt |
| Total Volunteers | 2404 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $247,849,468 | PYContributionsGrantsAmt |
| CY Contributions Grants | $260,828,886 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,104,511 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,055,595 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$905,546 | PYInvestmentIncomeAmt |
| CY Investment Income | $104,655 | CYInvestmentIncomeAmt |
| PY Other Revenue | $494,380 | PYOtherRevenueAmt |
| CY Other Revenue | $257,291 | CYOtherRevenueAmt |
| PY Total Revenue | $248,542,813 | PYTotalRevenueAmt |
| CY Total Revenue | $262,246,427 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $148,307,104 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $147,958,620 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $60,805,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,766,092 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $414,469 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,010,999 | PYOtherExpensesAmt |
| CY Other Expenses | $44,387,055 | CYOtherExpensesAmt |
| PY Total Expenses | $249,123,311 | PYTotalExpensesAmt |
| CY Total Expenses | $260,111,767 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$580,498 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,134,660 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,551,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,683,445 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,685,801 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,925,138 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,865,922 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,758,307 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LUTHERAN SERVICES FLORIDA BRINGS GOD'S HEALING, HOPE AND HELP TO PEOPLE IN NEED IN THE NAME OF JESUS CHRIST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $143,229,810 | ExpenseAmt |
| Grant | $142,675,772 | GrantAmt |
| Desc | MANAGING ENTITY - FLORIDA HAS PRIVATIZED THE BEHAVIORAL HEALTH SAFETY NET, CREATING MANAGING ENTITIES TO ENSURE INDIVIDUALS WHO ARE UNINSURED, UNDERINSURED OR INDIGENT HAVE ACCESS TO QUALITY MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES. THROUGH ITS SAMH MANAGING ENTITY, LSF DEVELOPS, MANAGES AND OVERSEES A NETWORK OF 62 SERVICE PROVIDERS OVER A 23-COUNTY AREA. LSF HEALTH SYSTEMS, THROUGH ITS SERVICE NETWORK, PROVIDED MENTAL HEALTH SERVICES TO OVER 30,100 INDIVIDUALS, SUBSTANCE ABUSE SERVICES TO MORE THAN 18,150 INDIVIDUALS, AND PREVENTION SERVICES TO MORE THAN 744,200 INDIVIDUALS. WITHOUT THE SERVICES DELIVERED THROUGH LSF HEALTH SYSTEMS, CRITICAL BEHAVIORAL HEALTH NEEDS OF THOUSANDS OF VULNERABLE AND AT-RISK INDIVIDUALS WOULD GO UNMET. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $70,364,716 | ExpenseAmt |
| Grant | $4,276,501 | GrantAmt |
| Revenue | $7,294 | RevenueAmt |
| Desc | CHILDREN'S SERVICES: HELPING CHILDREN BREAK THE CYCLE OF POVERTY AND REACH THEIR FULL POTENTIAL THROUGH HIGH-QUALITY EDUCATIONAL AND FAMILY-CENTERED PROGRAMS IS THE PRIMARY GOAL OF LSF'S CHILDREN'S SERVICES. THIS PAST YEAR, LSF EDUCATED OVER 4,950 AT-RISK CHILDREN AND HELPED THEIR FAMILIES THROUGH LSF'S EARLY HEAD START AND HEAD START CLASSES ALL ACROSS THE STATE OF FLORIDA. UNDERSTANDING THAT FOOD SECURITY IS ESSENTIAL FOR FAMILY STABILITY AND FOR LEARNING, LSF MAKES SURE THAT EVERY CHILD IN ITS HEAD START AND AFTER SCHOOL PROGRAMS RECEIVE HEALTHY, WELL-BALANCED MEALS EVERY DAY; WE SERVED OVER 3,022,700 MEALS AND SNACKS THROUGHOUT THE YEAR. THE FOOD PROGRAM NOT ONLY ALLEVIATES A FINANCIAL BURDEN FOR PARENTS AND ENSURES THAT CHILDREN ARE READY TO LEARN BECAUSE THEY'RE PROPERLY FED, IT ENCOURAGES LIFE-LONG HEALTHY EATING HABITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,994,770 | ExpenseAmt |
| Grant | $56,994 | GrantAmt |
| Desc | YOUTH AND FAMILY SERVICES: WHEN FAMILY UNITS DISINTEGRATE DURING TIMES OF CRISIS AND CONFLICT, LSF CASE MANAGERS AND SOCIAL WORKERS ARE THERE TO NOT ONLY PROTECT CHILDREN, BUT TO HELP PRESERVE FAMILIES WHEN IT'S IN THE BEST INTEREST OF CHILDREN, AND TO REUNIFY FAMILIES ONCE THEY HAVE STABILIZED. LSF'S FOCUS ON FAMILY PRESERVATION AND REUNIFICATION - WHENEVER POSSIBLE AND WHEN IT'S IN THE BEST OF INTEREST OF THE CHILD - TRANSLATES INTO AN ARRAY OF SERVICES TO HELP FAMILIES COPE AND RECOVER FROM TIMES OF CRISIS. IN THIS PAST YEAR, LSF HELPED OVER 5,600 PEOPLE MOVE FROM CRISIS TO STABILITY THROUGH ITS YOUTH AND FAMILY SERVICES. AS PART OF THIS WORK, LSF RESIDENTIAL YOUTH SHELTERS AND GROUP HOMES PROVIDE A TEMPORARY SAFE HAVEN FOR YOUNG PEOPLE AGES 10-17. COUNSELING SERVICES FOR BOTH CHILDREN AND FAMILIES ALLOW INDIVIDUALS AND FAMILIES TO BEST ADDRESS THE ISSUES CAUSING FAMILY DISCORD AND UPHEAVAL. TEEN COURT HELPS YOUTH WHO ARE FIRST-TIME OFFENDERS STAY OUT OF THE JUVENILE JUSTICE SYSTEM. CHILD WELFARE CASE MANAGEMENT DELIVERS PROTECTIVE SERVICES FOR CHILDREN WHO ARE ABUSED OR NEGLECTED. DIVERSION SERVICES PROVIDE WRAPAROUND ESSENTIAL SERVICES TO AT-RISK FAMILIES. AS A SAFE PLACE ORGANIZATION, LSF PARTNERS WITH LOCAL BUSINESSES AND SCHOOLS TO HELP YOUTH IN TROUBLE FIND AND ACCESS SAFE REFUGE. BECAUSE LSF SEEKS TO SERVE PEOPLE WHO FACE PARTICULAR VULNERABILITIES, LSF OFTEN FOCUSES ON FAMILIES WITH YOUNG CHILDREN AND PEOPLE WHO ARE IN THE FOSTER CARE SYSTEM. IN ADDITION TO PROVIDING DIRECT SERVICES, LSF CONDUCTS EXTENSIVE COMMUNITY OUTREACH TO HELP EDUCATE YOUTH AND FAMILIES ON PREVENTATIVE STRATEGIES AND CRISIS RESOLUTION, REACHING HUNDREDS OF YOUTH AND ADULTS THROUGH THESE EFFORTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $9,174,927 | $451,144 | $347,471 | WELCOME AND ASSISTANCE FOR NEWCOMERS IS ESSENTIAL TO THE VIBRANCY OF COMMUNITIES ACROSS THE U.S. AND IS KEY TO EXTENDING LSF'S MISSION OF HOPE AND HELP TO ALL FLORIDIANS, LONG-TIMERS AND NEWCOMERS ALIKE. EACH YEAR THOUSANDS OF REFUGEES ARRIVE TO FLORIDA HAVING FACED HARROWING ESCAPES, MANY OF ALMOST MYTHIC SCOPE. LSF, THROUGH ITS REFUGEE PROGRAM, HELPS THESE NEW NEIGHBORS FIND A HOME, LEARN ENGLISH, SECURE EMPLOYMENT, ENROLL IN SCHOOL AND ADJUST TO A NEW LIFE IN A NEW LAND. LSF ASSISTS MANY MORE NEWCOMERS WITH INTEGRATION AND IMMIGRATION LEGAL SERVICES. LAST YEAR ALONE, LSF HELPED WELCOME AND SERVE OVER 5,650 REFUGEES AND IMMIGRANTS FROM ACROSS THE GLOBE. |
| $1,990,056 | $498,209 | $700,829 | OFTEN, ADULTS IN NEED ARE THE LAST TO BE SERVED, IF THEY HAVE ACCESS TO SERVICES AT ALL; THIS IS ESPECIALLY TRUE FOR SINGLE ADULTS WITH NO FAMILIES. THIS IS WHY LSF CONTINUES IN ITS ESSENTIAL WORK WITH HELPING ADULTS IN NEED OF CARE AND ASSISTANCE THROUGHOUT THE STATE OF FLORIDA. THROUGH ITS VARIED ADULT PROGRAMS, LSF AIMS TO NOT ONLY ADDRESS CURRENT AND URGENT NEEDS, BUT WORKS TO HELP ADULTS MAINTAIN OR REGAIN AUTONOMY TO WHATEVER DEGREE POSSIBLE AND TO ENSURE THAT THEIR LIVES ARE FULL OF DIGNITY AND HOPE, KNOWING THAT LSF IS THERE TO ACCOMPANY THEM REGARDLESS OF THE PATHS THEIR LIVES HAVE TAKEN. MORE THAN 320 ADULT FLORIDIANS RECEIVED HELP FROM LSF THIS PAST YEAR IN PROGRAMS DESIGNED TO ASSIST PEOPLE WITH DISABILITIES, PEOPLE WITH MENTAL IMPAIRMENTS, AND PEOPLE WHO ARE WORKING THROUGH SUBSTANCE ABUSE ISSUES. ELDERLY PERSONS AND PEOPLE WITH MENTAL OR PHYSICAL INCAPACITIES WHO CANNOT MANAGE THEIR OWN AFFAIRS ARE HELPED BY LSF'S ADULT ADVOCACY PROGRAM. THE LSF ADULT ADVOCACY PROGRAM FOCUSES ON PEOPLE WHO ARE INDIGENT AND WORKS TO CREATE AND FACILITATE LIVES LIVED TO THEIR FULLEST WITH ADEQUATE HEALTHCARE, ALONG WITH SAFE AND COMFORTABLE HOUSING. |
| $257,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,164,983 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $949,353 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,305,592 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $251,754,279 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 482 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1627 | 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 | 0 | NondeductibleContributionsInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J WYDRA JR | PersonNm |
| Phone | 8138751408 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3627 W WATERS AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33614 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FRED KRAEGEL | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN SCROGGINS | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAN YOUNG | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALONZO BATSON JR | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HORNE | ||||||||
| FORMER CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORENZO COBIELLA | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUDY KOHLER | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER DANFORD | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE FRANKLIN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA GORDON | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL PARSATOON | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV PEDRO M SUAREZ | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND GREGORY S WALTON | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMUEL M SIPES | ||||||||
| PRESIDENT AND CEO | 45.00 | Yes (X) | $351,072 | $0 | $65,867 | |||
| ROBERT J WYDRA JR | ||||||||
| CFO | 45.00 | Yes (X) | $393,171 | $0 | $43,991 | |||
| CHRISTINE A CAUFFIELD | ||||||||
| CEO & EXEC VP SAMH | 45.00 | $231,433 | $0 | $15,560 | Yes (X) | |||
| MICHAEL P CARROLL | ||||||||
| EXEC VP OF OPERATIONS | 45.00 | $231,657 | $0 | $13,881 | Yes (X) | |||
| AMELIA FOX | ||||||||
| CSO | 45.00 | $342,807 | $0 | $41,244 | Yes (X) | |||
| PHILIP HUBBELL | ||||||||
| EXEC VP HR | 45.00 | $320,139 | $0 | $43,991 | Yes (X) | |||
| ROBERT BIALAS | ||||||||
| EVP CHILDREN & HS SERV | 45.00 | $231,851 | $0 | $23,020 | Yes (X) | |||
| LISA GALBRAITH | ||||||||
| CORPORATE CONTROLLER | 45.00 | $154,123 | $0 | $3,766 | Yes (X) | |||
| MARIE MASON | ||||||||
| VP OPERATIONS | 45.00 | $145,828 | $0 | $9,775 | Yes (X) | |||
| ANNE K MADSEN | ||||||||
| CFO SUBSTANCE ABUSE & MENTAL HEALTH | 45.00 | $133,182 | $0 | $10,546 | Yes (X) | |||
| DUSTY B PYE | ||||||||
| CIO | 45.00 | $126,840 | $0 | $10,162 | Yes (X) | |||
| LAURA P GILBERT | ||||||||
| VP FINANCE & ADMIN | 45.00 | $133,719 | $0 | $22,547 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,795,822 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $304,350 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCHOOL DISTRICT OF PALM BEACH | |||||
| 2300 FOREST HILL BLVD A-323 | WEST PALM BEACH | FL | 33406 | CHILD SERVICES | $4,453,713 |
| DUVAL COUNTY SCHOOL BOARD | |||||
| 1701 PRUDENTIAL DRIVE | JACKSONVILLE | FL | 32207 | CHILD SERVICES | $2,042,197 |
| HISPANIC HUMAN RESOURCES | |||||
| 1427 S GONGRESS AVE | WEST PALM BEACH | FL | 33406 | CHILD SERVICES | $1,818,583 |
| FLORENCE FULLER CHILD DEVELOPMENT CENTER | |||||
| 200NE 14TH STREET | BOCA RATON | FL | 33432 | CHILD SERVICES | $1,538,651 |
| R'CLUB CHILD CARE INC | |||||
| 4140 49TH ST NORTH | ST PETERSBURG | FL | 33709 | CHILD SERVICES | $1,506,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $58,426 | FederatedCampaignsAmt |
| Government Grants | $257,724,512 | GovernmentGrantsAmt |
| All Other Contributions | $3,045,948 | AllOtherContributionsAmt |
| Noncash Contributions | $1,176,462 | NoncashContributionsAmt |
| Total Contributions | $260,828,886 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GUARDIANSHIP SERVICES | 624200 | $700,829 | $700,829 |
| RESETTLEMENT SERVICES | 624200 | $347,472 | $347,472 |
| MANAGEMENT FEE | 611710 | $7,294 | $7,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,055,595 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,509 | TotalRevenueColumnAmt |
| Exclusion | $49,509 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,198 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,198 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,198 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,631 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,485 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,146 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,146 | TotalRevenueColumnAmt |
| Exclusion | $55,146 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $222,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $222,093 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $222,093 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,246,427 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,312,886 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,655 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,888,470 | TotalAmt |
| Program Services | $140,888,470 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,070,150 | TotalAmt |
| Program Services | $7,070,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,045,643 | TotalAmt |
| Program Services | $731,586 | ProgramServicesAmt |
| Management And General | $1,131,816 | ManagementAndGeneralAmt |
| Fundraising | $182,241 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,791,927 | TotalAmt |
| Program Services | $49,117,771 | ProgramServicesAmt |
| Management And General | $3,579,358 | ManagementAndGeneralAmt |
| Fundraising | $94,798 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,929 | TotalAmt |
| Program Services | $999,409 | ProgramServicesAmt |
| Management And General | -$2,070 | ManagementAndGeneralAmt |
| Fundraising | $2,590 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,541,980 | TotalAmt |
| Program Services | $7,084,364 | ProgramServicesAmt |
| Management And General | $439,446 | ManagementAndGeneralAmt |
| Fundraising | $18,170 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,386,613 | TotalAmt |
| Program Services | $4,046,282 | ProgramServicesAmt |
| Management And General | $319,667 | ManagementAndGeneralAmt |
| Fundraising | $20,664 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,374 | TotalAmt |
| Program Services | $175,019 | ProgramServicesAmt |
| Management And General | $13,355 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,813 | TotalAmt |
| Program Services | $2,142 | ProgramServicesAmt |
| Management And General | $410,671 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,951 | TotalAmt |
| Management And General | $18,951 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,339,163 | TotalAmt |
| Program Services | $22,146,226 | ProgramServicesAmt |
| Management And General | $169,087 | ManagementAndGeneralAmt |
| Fundraising | $23,850 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,448 | TotalAmt |
| Program Services | $13,784 | ProgramServicesAmt |
| Management And General | $23,606 | ManagementAndGeneralAmt |
| Fundraising | $1,058 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,291,381 | TotalAmt |
| Program Services | $6,099,082 | ProgramServicesAmt |
| Management And General | $176,257 | ManagementAndGeneralAmt |
| Fundraising | $16,042 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,294,108 | TotalAmt |
| Program Services | $2,005,186 | ProgramServicesAmt |
| Management And General | $260,971 | ManagementAndGeneralAmt |
| Fundraising | $27,951 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,510,559 | TotalAmt |
| Program Services | $4,925,032 | ProgramServicesAmt |
| Management And General | $570,736 | ManagementAndGeneralAmt |
| Fundraising | $14,791 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271,739 | TotalAmt |
| Program Services | $1,240,981 | ProgramServicesAmt |
| Management And General | $21,123 | ManagementAndGeneralAmt |
| Fundraising | $9,635 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,320 | TotalAmt |
| Program Services | $723,712 | ProgramServicesAmt |
| Management And General | $63,283 | ManagementAndGeneralAmt |
| Fundraising | $1,325 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,773 | TotalAmt |
| Program Services | $103,226 | ProgramServicesAmt |
| Management And General | $170,547 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,785 | TotalAmt |
| Program Services | $590,484 | ProgramServicesAmt |
| Management And General | $126,301 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,071 | TotalAmt |
| Program Services | $770,990 | ProgramServicesAmt |
| Management And General | $88,776 | ManagementAndGeneralAmt |
| Fundraising | $1,305 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD PURCHASES | $1,596,533 | $1,596,533 | |
| IN-KIND SUPPLIES & FOOD | $1,176,462 | $1,176,462 | |
| STAFF RECRUITMENT | $168,651 | $102,265 | $66,386 |
| BACKGROUND CHECK | $49,733 | $48,875 | $858 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,191 | TotalAmt |
| Program Services | $96,248 | ProgramServicesAmt |
| Management And General | $263,894 | ManagementAndGeneralAmt |
| Fundraising | $49 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,111,767 | TotalAmt |
| Program Services | $251,754,279 | ProgramServicesAmt |
| Management And General | $7,943,019 | ManagementAndGeneralAmt |
| Fundraising | $414,469 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,779,697 | BOYAmt |
| EOY | $12,289,176 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,863,828 | BOYAmt |
| EOY | $7,891,592 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,673,268 | BOYAmt |
| EOY | $22,090,890 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,691 | BOYAmt |
| EOY | $108,718 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $240,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,757 | BOYAmt |
| EOY | $1,189,707 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,473,453 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,483,041 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,656,233 | BOYAmt |
| EOY | $4,990,412 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,392 | BOYAmt |
| EOY | $1,246,560 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,934,857 | BOYAmt |
| EOY | $6,636,390 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,551,723 | BOYAmt |
| EOY | $56,683,445 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,594,706 | BOYAmt |
| EOY | $27,681,817 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,639,964 | BOYAmt |
| EOY | $13,410,708 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,590,959 | BOYAmt |
| EOY | $2,363,458 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,860,172 | BOYAmt |
| EOY | $1,469,155 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,685,801 | BOYAmt |
| EOY | $44,925,138 | 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 | $2,084,811 | BOYAmt |
| EOY | $3,459,296 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,781,111 | BOYAmt |
| EOY | $8,299,011 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,865,922 | BOYAmt |
| EOY | $11,758,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,551,723 | BOYAmt |
| EOY | $56,683,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,134,660 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $227,116 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$1,637,548 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $168,157 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $211,255,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $216,785,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,890,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $247,849,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,828,886 | CurrentTaxYearAmt |
| Total | $1,177,609,108 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $211,255,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $216,785,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,890,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $247,849,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,828,886 | CurrentTaxYearAmt |
| Total | $1,177,609,108 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,177,609,108 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,707 | CurrentTaxYearAmt |
| Total | $422,901 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $403,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $531,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $479,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,093 | CurrentTaxYearAmt |
| Total | $1,776,183 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,179,808,192 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,038,511 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 394,999. 2017 AMOUNT: $ 139,067. 2018 AMOUNT: $ 531,539. 2019 AMOUNT: $ 479,678. 2020 AMOUNT: $ 222,093. SPECIAL FUNDRAISING EVENTS REVENUE - 2016 AMOUNT: $ 8,807. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $30,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $30,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LSF PAYS LIBERTY PARTNERS OF TALLAHASSEE, LLC A MONTHLY RETAINER FEE TO RENDER THE FOLLOWING SERVICES: (1) EDUCATION AND CONSULTING SERVICES AND (2) SUCH OTHER SPECIFIC SERVICES IN REGARD TO THE LEGISLATURE AND EXECUTIVE GOVERNMENT OF THE STATE OF FLORIDA AS THE PARTIES MAY MUTUALLY AGREE UPON. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $20,054,561 | BeginningBalanceAmt |
| Additions During Year | $92,912 | AdditionsDuringYearAmt |
| Distributions During Year | $20,147,473 | DistributionsDuringYearAmt |
| Ending Balance | $0 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,842,335 | BeginningYearBalanceAmt |
| Contributions | $2,008,220 | ContributionsAmt |
| Investment Earnings Or Losses | $238,498 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,543,482 | OtherExpendituresAmt |
| End Year Balance | $9,545,571 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,004,710 | BeginningYearBalanceAmt |
| Contributions | $2,021,105 | ContributionsAmt |
| Investment Earnings Or Losses | $24,299 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,207,779 | OtherExpendituresAmt |
| End Year Balance | $9,842,335 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,916,773 | BeginningYearBalanceAmt |
| Contributions | $6,798,115 | ContributionsAmt |
| Investment Earnings Or Losses | $67,715 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,777,893 | OtherExpendituresAmt |
| End Year Balance | $11,004,710 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,888,864 | BeginningYearBalanceAmt |
| Contributions | $235,126 | ContributionsAmt |
| Investment Earnings Or Losses | $66,310 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,273,527 | OtherExpendituresAmt |
| End Year Balance | $5,916,773 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,763,506 | BeginningYearBalanceAmt |
| Contributions | $389,792 | ContributionsAmt |
| Investment Earnings Or Losses | $63,691 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,328,125 | OtherExpendituresAmt |
| End Year Balance | $7,888,864 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10439 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13059 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.76502 | TermEndowmentBalanceEOYPct |
| 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 | $1,610,899 | OtherCostOrOtherBasisAmt |
| Book Value | $1,610,899 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,672,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,398,707 | DepreciationAmt |
| Book Value | $1,273,814 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,793,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,018,821 | DepreciationAmt |
| Book Value | $1,774,737 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,616,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,341,218 | DepreciationAmt |
| Book Value | $275,118 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $780,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $724,295 | DepreciationAmt |
| Book Value | $55,844 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,990,412 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $256,424 |
| BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | $996,448 |
| ASSETS LIMITED AS TO USE | $280,812 |
| GIFTED FACILITIES | $4,870,550 |
| DUE FROM AFFILIATE | $232,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,636,390 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATIONS | Desc |
| Amt | $1,469,155 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,469,155 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $265,107,484 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $227,116 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,483,687 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $168,157 | OtherRevenueAmt |
| Revenue Not Reported | $2,878,960 | RevenueNotReportedAmt |
| Revenue Subtotal | $262,228,524 | RevenueSubtotalAmt |
| Other Revenues Not Included | $17,903 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $17,903 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $262,246,427 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $264,215,099 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,121,235 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,121,235 | ExpensesNotReportedAmt |
| Expenses Subtotal | $260,093,864 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $17,903 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $17,903 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $260,111,767 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | IN CONNECTION WITH THE ORGANIZATION'S GUARDIANSHIP PROGRAM, THE ORGANIZATION HOLDS ASSETS IN TRUST FOR INDIVIDUALS WHO HAVE BEEN DECLARED INCAPACITATED. THE ORGANIZATION IS A COURT-APPOINTED LEGAL GUARDIAN FOR THESE INDIVIDUALS. ASSETS HELD IN TRUST FOR THESE INDIVIDUALS INCLUDE TANGIBLE PERSONAL PROPERTY AND REAL PROPERTY VALUED AT THEIR FAIR VALUE ON THE DATE THE ORGANIZATION WAS APPOINTED GUARDIAN. CASH AND INVESTMENTS ARE VALUED AT THEIR CURRENT MARKET VALUE. INCOME EARNED ON ASSETS HELD IN TRUST ARE APPLIED TO EACH INDIVIDUAL'S ACCOUNT BALANCE. THE ASSETS THAT ARE HELD IN TRUST BY THE ORGANIZATION ARE NOT INCLUDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| PART V, LINE 4: | THE ORGANIZATION INTENDS FOR THE PERMANENT ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT FUNDS WHILE ALSO PRESERVING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. EARNINGS DISTRIBUTED ARE USED TO SUPPORT PROGRAM OBJECTIVES AS STIPULATED BY DONOR-RESTRICTIONS OR AS STIPULATED BY THE BOARD OF DIRECTORS. THE ORGANIZATION INTENDS FOR THE TEMPORARY ENDOWMENTS TO BE USED FOR DISASTER RELIEF, TUITION REIMBURSEMENT PROGRAMS, CAPITAL IMPROVEMENTS, AND PROGRAMS. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS OF THE FLORIDA STATUTES. LSF IS THE SOLE MEMBER OF LSF HEALTH, WHICH IS CONSIDERED A DISREGARDED ENTITY FOR FEDERAL AND STATE INCOME TAX PURPOSES. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT ASSESSED WHETHER THERE WERE ANY SUCH UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILIATIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 168,157. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REALLOCATED EXPENSES 17,903. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REALLOCATED EXPENSES 17,903. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (66 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITY HOUSING OF NORTHEAST FLORIDA INC | ||||||||
| 76 S LAURA ST STE 303 | JACKSONVILLE | FL | 32202 | 593087085 | 501(C)(3) | $112,809 | DCF SAMH PROVIDER | |
| ALACHUA COUNTY BOARD OF COUNTY COMMISSIONERS | ||||||||
| 4201 SW 21ST PL | GAINESVILLE | FL | 32607 | 596000501 | 115(1) | $328,170 | DCF SAMH PROVIDER | |
| ALTERNATE GROUP CARE | ||||||||
| 1001 W OAKLAND PARK BLVD | SUNRISE | FL | 33351 | 462464364 | $13,500 | DCF SAMH PROVIDER | ||
| BAYCARE BEHAVIORAL HEALTH INC | ||||||||
| PO BOX 428 | NEW PORT RICHEY | FL | 346560428 | 591371752 | 501(C)(3) | $3,563,347 | DCF SAMH PROVIDER | |
| CAMELOT COMMUNITY CARE INC | ||||||||
| 4910-D CREEKSIDE DR | CLEARWATER | FL | 33760 | 311659302 | 501(C)(3) | $211,269 | DCF SAMH PROVIDER | |
| CATHEDRAL FOUNDATION OF JACKSONVILLE INC DBA AGING TRUE | ||||||||
| 4250 LAKESIDE DR STE 300 | JACKSONVILLE | FL | 32210 | 596161532 | 501(C)(3) | $467,551 | DCF SAMH PROVIDER | |
| CDS FAMILY & BEHAVIORAL HEALTH SERVICES INC | ||||||||
| 1218 NW 6TH STREET | GAINESVILLE | FL | 32601 | 591435252 | 501(C)(3) | $708,159 | DCF SAMH PROVIDER | |
| CHILD GUIDANCE CENTER INC | ||||||||
| 5776 ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32207 | 590704727 | 501(C)(3) | $1,943,954 | DCF SAMH PROVIDER | |
| CHILDREN'S HOME SOCIETY OF FLORIDA INC | ||||||||
| 5766 S SEMORAN BLVD | ORLANDO | FL | 32822 | 590192430 | 501(C)(3) | $392,527 | DCF SAMH PROVIDER | |
| CLAY BEHAVIORAL HEALTH CENTER INC | ||||||||
| 1726 KINGSLEY AVE STE 2 | ORANGE PARK | FL | 32073 | 592219317 | 501(C)(3) | $4,673,735 | DCF SAMH PROVIDER | |
| COMMUNITY COALITION ALLIANCE INC | ||||||||
| 435 CITRONA DRIVE | FERNANDINA BEACH | FL | 32034 | 264026115 | 501(C)(3) | $1,400,965 | DCF SAMH PROVIDER | |
| COMMUNITY REHABILITATION CENTER INC | ||||||||
| 623 BEECHWOOD ST | JACKSONVILLE | FL | 32206 | 593198739 | 501(C)(3) | $213,950 | DCF SAMH PROVIDER | |
| DANIEL MEMORIAL INC | ||||||||
| 4203 SOUTHPOINT BLVD | JACKSONVILLE | FL | 32216 | 593067752 | 501(C)(3) | $937,689 | DCF SAMH PROVIDER | |
| DAYSPRING VILLAGE INC | ||||||||
| PO BOX 1080 | HILLIARD | FL | 32046 | 592920469 | $1,137,321 | DCF SAMH PROVIDER | ||
| DELORES BARR WEAVER POLICY CENTER INC | ||||||||
| 40 E ADAMS ST STE 130 | JACKSONVILLE | FL | 32202 | 460938295 | 501(C)(3) | $74,406 | DCF SAMH PROVIDER | |
| DEVEREUX ADVANCED BEHAVIORAL HEALTH CORP | ||||||||
| 5850 TG LEE BOULEVARD SUITE 400 | ORLANDO | FL | 32822 | 231390618 | $46,472 | DCF SAMH PROVIDER | ||
| DIXIE DISTRICT SCHOOL BOARD | ||||||||
| 823 SE 349 HIGHWAY | OLD TOWN | FL | 32680 | 596000586 | 115(1) | $1,981 | DCF SAMH PROVIDER | |
| ECKERD YOUTH ALTERNATIVES INC | ||||||||
| 100 STARCREST DR | CLEARWATER | FL | 33765 | 592551416 | 501(C)(3) | $698,923 | DCF SAMH PROVIDER | |
| EPIC COMMUNITY SERVICE INC | ||||||||
| 1400 OLD DIXIE HWY STE A | ST AUGUSTINE | FL | 32084 | 591502582 | 501(C)(3) | $3,011,038 | DCF SAMH PROVIDER | |
| FIRST COAST RECOVERY ADVOCATES | ||||||||
| 23 W 8TH STREET | JACKSONVILLE | FL | 32206 | 853112656 | 501(C)(3) | $56,240 | DCF SAMH PROVIDER | |
| FLAGLER HOSPITAL INC | ||||||||
| 400 HEALTH PARK BLVD | ST AUGUSTINE | FL | 32086 | 590675143 | 501(C)(3) | $392,517 | DCF SAMH PROVIDER | |
| FLAGLER OPEN ARMS RECOVERY SERVICES INC | ||||||||
| 2001 PLAM DRIVE | FLAGLE BEACH | FL | 32136 | 851112598 | 501(C)(3) | $63,000 | DCF SAMH PROVIDER | |
| FRESH MINISTRIES INC | ||||||||
| 1131 N LAURA ST | JACKSONVILLE | FL | 32206 | 592967898 | 501(C)(3) | $1,074,404 | DCF SAMH PROVIDER | |
| GAINESVILLE OPPORTUNITY CENTER INC | ||||||||
| 2772 NW 43RD ST STE B-1 | GAINESVILLE | FL | 32606 | 208823721 | 501(C)(3) | $395,174 | DCF SAMH PROVIDER | |
| GAINESVILLE PEER RESPITE INC | ||||||||
| 728 EAST UNIVERSITY AVENUE | GAINESVILLE | FL | 32601 | 474480110 | 501(C)(3) | $100,000 | DCF SAMH PROVIDER | |
| GATEWAY COMMUNITY SERVICES INC | ||||||||
| 555 STOCKTON ST | JACKSONVILLE | FL | 32204 | 591881828 | 501(C)(3) | $11,869,730 | DCF SAMH PROVIDER | |
| GLOBAL MEDICAL & BEHAVIORAL HEALTH CORP | ||||||||
| 121 WEBB DRIVE SUITE 202 | DAVENPORT | FL | 33897 | 475517852 | $41,310 | DCF SAMH PROVIDER | ||
| GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES INC | ||||||||
| 14041 ICOT BLVD | CLEARWATER | FL | 33760 | 591229354 | 501(C)(3) | $473,055 | DCF SAMH PROVIDER | |
| HALIFAX HOSPITAL MEDICAL CENTER DBA HALIFAX HEALTH | ||||||||
| 303 N CLYDE MORRIS BLVD | DAYTONA BEACH | FL | 32114 | 596001217 | 501(C)(3) | $1,553,351 | DCF SAMH PROVIDER | |
| HANLEY CENTER FOUNDATION INC | ||||||||
| 900 54TH ST | WEST PALM BEACH | FL | 33407 | 202871945 | 501(C)(3) | $1,117,929 | DCF SAMH PROVIDER | |
| HERNANDO COUNTY COMMUNITY ANTI-DRUG COALITION | ||||||||
| 13001 SPRING HILL DRIVE | SPRING HILL | FL | 34609 | 200450051 | 501(C)(3) | $176,104 | DCF SAMH PROVIDER | |
| IM SULZBACHER CENTER FOR THE HOMELESS INC | ||||||||
| 611 E ADAMS ST | JACKSONVILLE | FL | 32202 | 593229898 | 501(C)(3) | $237,613 | DCF SAMH PROVIDER | |
| INSPIRE TO RISE INC | ||||||||
| 5927 OLD TIMUQUANA ROAD | JACKSONVILLE | FL | 32210 | 831762729 | 501(C)(3) | $160,738 | DCF SAMH PROVIDER | |
| LIFESTREAM BEHAVIORAL CENTER INC | ||||||||
| 2020 TALLY ROAD | LEESBURG | FL | 34749 | 591561501 | 501(C)(3) | $19,633,827 | DCF SAMH PROVIDER | |
| MARLYN BEHAVIORAL HEALTH SYSTEMS INC DBA QUALITY RESOURCE CENTER | ||||||||
| 11265 ALUMNI WAY | JACKSONVILLE | FL | 32246 | 593433089 | 501(C)(3) | $330,142 | DCF SAMH PROVIDER | |
| MENTAL HEALTH AMERICA OF EAST CENTRAL FLORIDA INC | ||||||||
| 531 RIDGEWOOD AVENUE | DAYTONA BEACH | FL | 32114 | 596044669 | 501(C)(3) | $189,305 | DCF SAMH PROVIDER | |
| MENTAL HEALTH RESOURCE CENTER INC | ||||||||
| 10550 DEERWOOD PARK BLVD STE 600 | JACKSONVILLE | FL | 32256 | 591905344 | 501(C)(3) | $15,275,968 | DCF SAMH PROVIDER | |
| MERIDIAN BEHAVIORAL HEALTHCARE INC | ||||||||
| 4300 SW 13TH ST | GAINESVILLE | FL | 32608 | 591906214 | 501(C)(3) | $20,482,032 | DCF SAMH PROVIDER | |
| METRO TREATMENT OF FLORIDA LP DBA JACKSONVILLE METRO TREATMENT CENTER | ||||||||
| 2500 MAITLAND CENTER PARKWAY SUITE | MAITLAND | FL | 32751 | 582341219 | $2,552,716 | DCF SAMH PROVIDER | 250 | |
| MID FLORIDA HOMELESS COALITION INC | ||||||||
| 104 E DAMPIER STREET | INVERNESS | FL | 34450 | 593800140 | 501(C)(3) | $191,204 | DCF SAMH PROVIDER | |
| NAMI HERNANDO | ||||||||
| PO BOX 5613 | SPRING HILL | FL | 34611 | 592684242 | 501(C)(3) | $71,719 | DCF SAMH PROVIDER | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF MARIONS COUNTY INC | ||||||||
| PO BOX 5753 | OCALA | FL | 344785753 | 593509499 | 501(C)(3) | $125,000 | DCF SAMH PROVIDER | |
| NORTHWEST BEHAVIORAL HEALTH SERVICES INC | ||||||||
| PO BOX 9373A | JACKSONVILLE | FL | 32208 | 593128476 | 501(C)(3) | $611,314 | DCF SAMH PROVIDER | |
| OPERATION PAR INC | ||||||||
| 6655 66TH ST N | PINELLAS PARK | FL | 33781 | 591349234 | 501(C)(3) | $1,061,920 | DCF SAMH PROVIDER | |
| OUTREACH COMMUNITY CARE NETWORK INC | ||||||||
| 240240 NORTH FREDERICK AVENUE | DAYTONA BEACH | FL | 32114 | 592897172 | $228,078 | DCF SAMH PROVIDER | ||
| PHOENIX PROGRAMS OF FLORIDA DBA PHOENIX HOUSE OF FLORIDA | ||||||||
| 501 VONDERBURG DRIVE SUITE 301 | BRANDON | FL | 33511 | 593172948 | 501(C)(3) | $394,512 | DCF SAMH PROVIDER | |
| RIVER REGION HUMAN SERVICES INC | ||||||||
| 2055 REYKO RD STE 101 | JACKSONVILLE | FL | 32207 | 591952727 | 501(C)(3) | $8,241 | DCF SAMH PROVIDER | |
| SCHOOL BOARD OF NASSAU COUNTY | ||||||||
| 1201 ATLANTIC AVENUE | FERNANDINA BEACH | FL | 32034 | 596000756 | 115(1) | $11,141 | DCF SAMH PROVIDER | |
| SCHOOL DISTRICT OF CLAY COUNTY - SEDNET | ||||||||
| 2306 KINGSLEY AVE | ORANGE PARK | FL | 32073 | 593474751 | 115(1) | $317,053 | DCF SAMH PROVIDER | |
| SHINING LIGHT PEER SERVICES | ||||||||
| 3701 CRILL AVENUE | PALATKA | FL | 32177 | 831663725 | 501(C)(3) | $63,000 | DCF SAMH PROVIDER | |
| SMA BEHAVIORAL HEALTH SERVICES INC | ||||||||
| 1220 WILLIS AVE BOX 60 | DAYTONA BEACH | FL | 321142810 | 590976866 | 501(C)(3) | $25,931,559 | DCF SAMH PROVIDER | |
| ST AUGUSTINE YOUTH SERVICES INC | ||||||||
| 201 SIMONE WAY | ST AUGUSTINE | FL | 32086 | 592925271 | 501(C)(3) | $1,617,613 | DCF SAMH PROVIDER | |
| STARTING POINT BEHAVIORAL HEALTHCARE | ||||||||
| 461342 SR 200 | YULEE | FL | 32097 | 593029469 | 501(C)(3) | $2,694,176 | DCF SAMH PROVIDER | |
| SUMTER COUNTY SCHOOL BOARD | ||||||||
| 2680 WEST COUNTY ROAD 476 | BUSHNELL | FL | 33513 | 596000863 | 115(1) | $8,186 | DCF SAMH PROVIDER | |
| THE CENTERS INC | ||||||||
| 5664 SW 60TH AVE BLDG 1 | OCALA | FL | 34474 | 510177273 | 501(C)(3) | $8,814,284 | DCF SAMH PROVIDER | |
| THE CHILDRENS PLACE AT HOMESAFE INC DBA HOMESAFE | ||||||||
| 2640 SIXTH AVE S | LAKE WORTH | FL | 33461 | 591935485 | 501(C)(3) | $18,254 | DCF SAMH PROVIDER | |
| THE CHRYSALIS CENTER INC | ||||||||
| 1507 SUNSET DRIVE | CORAL GABLES | FL | 33143 | 201966531 | $913,423 | DCF SAMH PROVIDER | ||
| THE HOUSE NEXT DOOR INC | ||||||||
| 804 N WOODLAND BLVD | DELAND | FL | 327203429 | 591675284 | 501(C)(3) | $528,466 | DCF SAMH PROVIDER | |
| UNITED WAY OF NORTH CENTRAL FLORIDA INC | ||||||||
| 6031 NW 1ST PLACE | GAINESVILLE | FL | 326072025 | 590808855 | 501(C)(3) | $45,000 | DCF SAMH PROVIDER | |
| UNITED WAY OF SUWANNEE VALLEY INC | ||||||||
| 871 SW STATE ROAD 47 | LAKE CITY | FL | 32025 | 591262354 | 501(C)(3) | $122,712 | DCF SAMH PROVIDER | |
| URBAN JACKSONVILLE INC DBA AGING TRUE | ||||||||
| 4250 LAKESIDE DR SUITE 200 | JACKSONVILLE | FL | 32210 | 237024899 | 501(C)(3) | $189,247 | DCF SAMH PROVIDER | |
| VAN GOGH'S PALETTE INC DBA VINCENT ACADEMY ADVENTURE COAST | ||||||||
| 4801 78TH AVE N | PINELLAS PARK | FL | 34611 | 593720139 | 501(C)(3) | $371,833 | DCF SAMH PROVIDER | |
| VOLUNTEERS OF AMERICA OF FLORIDA INC | ||||||||
| 1205 E 8TH AVE | JACKSONVILLE | FL | 33605 | 581856992 | 501(C)(3) | $256,705 | DCF SAMH PROVIDER | |
| VOLUSIA RECOVERY ALLIANCE INC | ||||||||
| 3140 S ATLANTIC AVENUE | DAYTONA BEACH | FL | 32118 | 842207501 | 501(C)(3) | $63,000 | DCF SAMH PROVIDER | |
| YOUTH CRISIS CENTER INC | ||||||||
| 3015 PARENTAL HOME ROAD | JACKSONVILLE | FL | 32216 | 592176287 | 501(C)(3) | $55,511 | DCF SAMH PROVIDER | |
| ZERO HOUR LIFE CENTER INC | ||||||||
| 3070 W CARDINAL STREET | LECANTO | FL | 34461 | 824751578 | 501(C)(3) | $62,398 | DCF SAMH PROVIDER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 59 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| FOOD, CLOTHING & SHELTER FOR INDIGENTS | 20455 | $4,437,283 | FMV | FOOD, CLOTHING, HOUSING | |
| DIRECT CASH ASSISTANCE FOR RENT, UTILITIES, ETC | 26187 | $845,566 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IT IS THE POLICY OF LSF TO MAINTAIN ACCURATE BOOKS AND TO PUBLISH AND DISTRIBUTE A COMPLETE SET OF CURRENT MONTH AND YEAR TO DATE FINANCIAL STATEMENTS TO CONTRACT MANAGERS REFLECTING THE ACCURACY AND TIMELY PUBLICATION OF THEIR GRANTS AND CONTRACT FUNDING. ALL INDIVIDUALS RECEIVING CASH AND/OR NONCASH ASSISTANCE ARE ELIGIBLE TO RECEIVE SUCH ASSISTANCE IN ACCORDANCE WITH LSF'S CONTRACTS WITH THE FUNDING SOURCES. LSF'S CONTRACT COMPLIANCE IS ROUTINELY MONITORED BY THE VARIOUS FUNDERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | 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 (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT J WYDRA JR | ||||||||||||||
| CFO | $392,810 | $0 | $0 | $0 | $361 | $0 | $25,257 | $0 | $18,734 | $0 | $437,162 | $0 | $0 | $0 |
| SAMUEL M SIPES | ||||||||||||||
| PRESIDENT AND CEO | $349,244 | $0 | $0 | $0 | $1,828 | $0 | $50,000 | $0 | $15,867 | $0 | $416,939 | $0 | $0 | $0 |
| AMELIA FOX | ||||||||||||||
| CSO | $342,446 | $0 | $0 | $0 | $361 | $0 | $22,610 | $0 | $18,634 | $0 | $384,051 | $0 | $0 | $0 |
| PHILIP HUBBELL | ||||||||||||||
| EXEC VP HR | $319,778 | $0 | $0 | $0 | $361 | $0 | $25,257 | $0 | $18,734 | $0 | $364,130 | $0 | $0 | $0 |
| ROBERT BIALAS | ||||||||||||||
| EVP CHILDREN & HS SERV | $231,490 | $0 | $0 | $0 | $361 | $0 | $22,357 | $0 | $663 | $0 | $254,871 | $0 | $0 | $0 |
| CHRISTINE A CAUFFIELD | ||||||||||||||
| CEO & EXEC VP SAMH | $230,018 | $0 | $0 | $0 | $1,415 | $0 | $8,551 | $0 | $7,009 | $0 | $246,993 | $0 | $0 | $0 |
| MICHAEL P CARROLL | ||||||||||||||
| EXEC VP OF OPERATIONS | $230,792 | $0 | $0 | $0 | $865 | $0 | $6,945 | $0 | $6,936 | $0 | $245,538 | $0 | $0 | $0 |
| LISA GALBRAITH | ||||||||||||||
| CORPORATE CONTROLLER | $153,859 | $0 | $0 | $0 | $264 | $0 | $3,358 | $0 | $408 | $0 | $157,889 | $0 | $0 | $0 |
| LAURA P GILBERT | ||||||||||||||
| VP FINANCE & ADMIN | $133,499 | $0 | $0 | $0 | $220 | $0 | $4,092 | $0 | $18,455 | $0 | $156,266 | $0 | $0 | $0 |
| MARIE MASON | ||||||||||||||
| VP OPERATIONS | $145,358 | $0 | $0 | $0 | $470 | $0 | $3,066 | $0 | $6,709 | $0 | $155,603 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES AN INDEPENDENT COMPENSATION REVIEW COMPLETED BY AN INDEPENDENT COMPENSATION CONSULTANT, REVIEW OF SIMILAR ORGANIZATIONS' FORM 990, AND CONSULTING WITH LUTHERAN SERVICES OF AMERICA'S SALARY LISTING OF SIMILAR POSITIONS AROUND THE COUNTRY. THE BOARD ANALYZES AND COMPARES THE INFORMATION TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION. FOR OTHER OFFICERS OF THE ORGANIZATION, SALARY SURVEYS ARE USED AND COMPARED. ALL PROCESSES USED TO DETERMINE COMPENSATION ARE DOCUMENTED. |
| PART I, LINE 4B | THERE WERE 5 PARTICIPANTS IN THE ORGANIZATION'S 457(F) PLAN AT THE BEGINNING OF 2020 INCLUDING SAMUEL M SIPES, ROBERT J WYDRA, AMELIA FOX, PHIL HUBBELL AND ROBERT BIALAS. EXCLUDING SAMUEL M SIPES' PLAN, THE 457(F) PLANS WERE TERMINATED AND PAID OUT IN 2020. THE FOLLOWING DISTRIBUTIONS ARE INCLUDED IN THE GROSS PAY FOR: ROBERT J WYDRA $200,232, AMELIA FOX $153,826 AND PHIL HUBBELL $128,916, AND ROBERT BIALAS $36,575. WHEN THE 457(F) PLANS WERE TERMINATED, THE ORGANIZATION ENTERED INTO SPLIT DOLLAR AGREEMENTS FOR THE PARTICIPANTS. SAMUEL M SIPES WAS THE ONLY PARTICIPANT IN THE ORGANIZATION'S 457(F) PLAN AT THE END OF 2020. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| ROBERT J WYDRA JR | |||||||
| CFO | SPLIT DOLLAR AGREEMENT | Yes (X) | $70,000 | $70,000 | 0 | Yes (1) | Yes (1) |
| PHILIP HUBBELL | |||||||
| EXEC VP HR | SPLIT DOLLAR AGREEMENT | Yes (X) | $60,000 | $60,000 | 0 | Yes (1) | Yes (1) |
| AMELIA FOX | |||||||
| CSO | SPLIT DOLLAR AGREEMENT | Yes (X) | $60,000 | $60,000 | 0 | Yes (1) | Yes (1) |
| ROBERT BIALAS | |||||||
| EVP CHILDREN & HS SERV | SPLIT DOLLAR AGREEMENT | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $240,000 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II | FormAndLineReferenceDesc |
| Explanation | THE FOUR OFFICERS LISTED IN PART II WERE PREVIOUSLY PARTICIPANTS IN THE ORGANIZATION'S 457(F) PLAN. THE PLANS WERE TERMINATED AND PAID OUT IN 2020. EFFECTIVE 03/01/2021, THESE INDIVIDUALS EACH ENTERED INTO A SPLIT DOLLAR AGREEMENT WITH THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,176,462 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 | FORM 990 IS INITIALLY REVIEWED INTERNALLY BY THE PRESIDENT/CEO AND CFO OF THE ORGANIZATION. SUBSEQUENT TO THIS REVIEW, THE 990 IS FORWARDED TO THE BOARD OF DIRECTORS FOR COMMENTS AND QUESTIONS PRIOR TO FILING. THE CFO SIGNS THE RETURN AFTER CONSIDERING ALL OF THE BOARD OF DIRECTORS COMMENTS AND QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PURPOSE OF THE LSF CONFLICT OF INTEREST POLICY IS TO PROTECT THE ORGANIZATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. TO ENSURE COMPLIANCE WITH THIS CONFLICT OF INTEREST POLICY AS IT APPLIES TO THE BOARD, LUTHERAN SERVICES FLORIDA PROHIBITS MEMBERS OF THE GOVERNING BOARD FROM ALSO BEING ORGANIZATION PERSONNEL. THE ORGANIZATION ENSURES THAT THE GOVERNING BOARD MEMBERS WHO ARE RELATIVES OF PERSONNEL RECUSE THEMSELVES ON MATTERS WHERE OBJECTIVITY WOULD BE COMPROMISED. TO FURTHER AVOID ANY APPEARANCE OF CONFLICT OF INTEREST, NO GOVERNING BOARD MEMBER, EMPLOYEE, AGENT OR PRINCIPAL SHALL PARTICIPATE IN THE SELECTION, AWARD, OR ADMINISTRATION OF A PURCHASE OR CONTRACT WITH A VENDOR WHERE, TO HIS/HER KNOWLEDGE, ANY INDIVIDUAL, FAMILY MEMBER, PARTNER, OR POTENTIAL EMPLOYER HAS FINANCIAL INTEREST IN THE PURCHASE OR CONTRACT. IN ADDITION EACH MEMBER OF THE BOARD SIGNS A STATEMENT INDICATING THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND UNDERSTAND SAID POLICY. LSF ALSO HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO PERSONNEL WHICH IS FOUND IN THE PERSONNEL POLICY MANUAL. THIS POLICY STATES THAT NO LSF EMPLOYEE MAY ENGAGE IN ANY ACTIVITY THAT MIGHT BENEFIT HIM/HER PERSONALLY AT THE EXPENSE OF, OR THAT MIGHT BE HARMFUL TO THE ORGANIZATION. IF THERE IS ANY QUESTION REGARDING THIS ISSUE, THE MATTER SHOULD BE SUBMITTED IN WRITING TO THE CHIEF EXECUTIVE OFFICER. EMPLOYEES MAY ENGAGE IN ACTIVITIES, INCLUDING ADDITIONAL EMPLOYMENT, OUTSIDE OF WORKING-TIME AND AWAY FROM LSF PREMISES, OF THEIR OWN CHOOSING, PROVIDED THAT SUCH DO NOT CONFLICT OR INTERFERE WITH LSF'S OBJECTIVES OR PURPOSES AND THE EMPLOYEE'S PERFORMANCE OR THE ABILITY TO MEET LSF REQUIREMENTS. LSF RESOURCES OR WORKING TIME SHOULD NOT BE USED IN FURTHERANCE OF OUTSIDE EMPLOYMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES AN INDEPENDENT COMPENSATION REVIEW COMPLETED BY AN INDEPENDENT COMPENSATION CONSULTANT, REVIEW OF SIMILAR ORGANIZATIONS' FORM 990, AND CONSULTING WITH LUTHERAN SERVICES OF AMERICA'S SALARY LISTING OF SIMILAR POSITIONS AROUND THE COUNTRY. THE BOARD ANALYZES AND COMPARES THE INFORMATION TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION. FOR OTHER OFFICERS OF THE ORGANIZATION, SALARY SURVEYS ARE USED AND COMPARED. ALL PROCESSES USED TO DETERMINE COMPENSATION ARE DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UNDER REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH BY IRC SECTION 6104(D). REQUESTS CAN BE DIRECTED TO THE CORPORATE CONTROLLER AT (813) 676-9480. |
| FORM 990, PART XI, LINE 9: | CHANGES IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 168,157. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN NON-PROFIT MANAGEMENT SOLUTIONS LLC (LSF HEALTH) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3627 W WATERS AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273246724 | EIN |
| Primary Activities | GOVERN/ADVISE | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES FLORIDA INC | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES A ZERBST CHARITABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BANK OF TAMPA TRUST DEPARTMENT | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812918786 | EIN |
| Primary Activities | PROVIDE SUPPORT TO LUTHERAN SERVICES FLORIDA | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES FLORIDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | $13,415 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $844,550 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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