2022-12-16T13:12:22-06:00 2022-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2021-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 DIANA STANLEY CHIEF EXECUTIVE OFFICER 5614940125 2022-12-16 1 DIANA STANLEY XXX-XX-XXXX RICHARD JUBACK P00630706 5617989988 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 14044280 0 X WWW.THE LORDSPLACE.ORG X 1982 FL BREAKING THE CYCLE OF HOMELESSNESS TO MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. 25 25 179 815 0 0 11201173 11580316 1326775 1218852 870938 -54489 964543 988981 14363429 13733660 1574044 2769336 0 0 7021792 7769867 0 0 759293 3350309 3447125 11946145 13986328 2417284 -252668 32425377 31681290 1273100 1475727 31152277 30205563 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 6016369 1461695 308662 HOUSING:THE AGENCY IS CAPABLE OF PROVIDING SUPPORTIVE HOUSING TO A TOTAL OF 320 HOMELESS MEN, WOMEN AND CHILDREN, AND PROVIDING AFFORDABLE HOUSING TO 30 PROGRAM GRADUATES. THE VAST MAJORITY OF THOSE WHO EXITED THE HOUSING PROGRAMS WERE LAUNCHED INTO LIVES OF INDEPENDENCE AND SELF-SUFFICIENCY. 94% OF CLIENTS REMAINED IN THE PROGRAMS OR SUCCESSFULLY EXITED TO STABLE HOUSING AT THE END OF THE YEAR. HOUSING IS PROVIDED AT THE AGENCY'S MANN CAMPUS, ALEXANDER CAMPUS, BURCKLE PLACE AND BURCKLE PLACE WEST (PROGRAMS FOR SINGLE WOMEN), HALLE PLACE, AND APARTMENTS LOCATED THROUGHOUT THE COMMUNITY. 843817 95135 JOB TRAINING & EMPLOYMENT:EMPLOYMENT SERVICES OFFER DIVERSE PROGRAMMING (APPRENTICESHIPS, TRAINING, EDUCATION CLASSES, JOB COACHING) TO HELP CLIENTS GAIN EMPLOYMENT. OF THE 147 INDIVIDUALS WHO PARTICIPATED IN THE JOB READINESS CLASSROOM TRAINING IN FISCAL YEAR 2021-2022, 100% SUCCESSFULLY GRADUATED. FOR THE JOB TRAINING AND EMPLOYMENT PROGRAM, 189 INDIVIDUALS ENROLLED IN THE PROGRAM AND 86 INDIVIDUALS GAINED COMPETITIVE EMPLOYMENT BY THE END OF THE FISCAL YEAR. 1910527 6866 819248 COMMUNITY ENGAGEMENT:FOCUSING ON THE CHRONICALLY HOMELESS IN OUR COMMUNITY, THE LORD'S PLACE HAS DEVELOPED A NETWORK OF SERVICES TO ASSIST THE MOST VULNERABLE CITIZENS PROVIDING ACCESS TO LIFESAVING HEALTH AND INCOME BENEFITS. UTILIZING THE BEST PRACTICE SOAR (SSI/SSDI OUTREACH, ACCESS AND RECOVERY) PROGRAM, THE LORD'S PLACE EMPLOYS WELL TRAINED BENEFIT NAVIGATORS WHO ASSIST CHRONICALLY HOMELESS MEN, WOMEN AND CHILDREN TO QUICKLY ACCESS THEIR BENEFITS.THE LORD'S PLACE ENGAGES UNSHELTERED INDIVIDUALS AND FAMILIES THROUGHOUT THE COMMUNITY THROUGH A PEER SPECIALIST-BASED COMMUNITY ENGAGEMENT PROGRAM AS WELL AS THROUGH THE PATH OUTREACH PROGRAM. COMMUNITY ENGAGEMENT PROVIDES PEER SUPPORT, ASSESSMENT AND REFERRAL TO HOUSING RESOURCES. THE PROGRAM SERVED 989 UNSHELTERED INDIVIDUALS IN FISCAL YEAR 2021-2022. 597 WERE REFERRED TO COMMUNITY RESOURCES AND 392 WERE CONNECTED TO HOUSING. PATH PROVIDES COMPREHENSIVE OUTREACH AND CASE MANAGEMENT SERVICES TO THOSE WHO HAVE MENTAL ILLNESS AND ARE EXPERIENCING OR AT RISK OF HOMELESSNESS. 89 CLIENTS WERE SERVED BY THE PROGRAM IN FISCAL YEAR 2021-2022. 74% OF THOSE SERVED EXITED TO A STABLE HOUSING DESTINATION. IN ADDITION, THE LORD'S PLACE HAS BEEN DESIGNATED BY THE SOCIAL SECURITY ADMINISTRATION AS A REPRESENTATIVE PAYEE PROVIDER, ALLOWING THE AGENCY TO OFFER FINANCIAL MANAGEMENT OF SSI/SSDI INCOME BENEFITS TO INDIGENT AND/OR INCAPACITATED DISABLED PARTICIPANTS. TRAINED STAFF ASSISTS SOAR AND REP PAYEE PARTICIPANTS WITH BUDGETING THEIR MONTHLY INCOME, ENSURING THAT VITAL RESOURCES AND SERVICE COSTS (HOUSING AND HEALTHCARE) ARE PAID FOR EACH MONTH, AND MONITORING PARTICIPANTS SPENDING. 3375864 1205640 102643 RE-ENTRY:THE LORD'S PLACE WORKS WITH LOCAL AGENCIES AND PROVIDERS TO ADDRESS SYSTEMIC REFORM FOR INDIVIDUALS BEING RELEASED FROM JAIL OR PRISON. THIS PROGRAM REPRESENTS A COST-EFFICIENT APPROACH TO THE PROBLEM OF RE-ENTRY. KEY AREAS OF ASSISTANCE INCLUDE HOUSING, PHYSICAL AND MENTAL HEALTHCARE, AS WELL AS SUBSTANCE ABUSE RECOVERY, EMPLOYMENT, EDUCATION, FINANCES, RIGHTS RESTORATION, AND FAMILY REUNIFICATION. WITH THE SUPPORT OF OUR PARTNER FUNDERS AND PROVIDERS, WE WERE ABLE TO SERVE 169 INDIVIDUALS IN THIS CAPACITY. 82 PERCENT OF INDIVIDUALS SERVED AVOIDED RECIDIVISM FOR AT LEAST 12 MONTHS.CLINICAL AND CARE COORDINATION SERVICES:CLIENTS WITH UNTREATED OR MISMANAGED HEALTH CONCERNS CAN DISPLAY ERRATIC, UNPREDICTABLE BEHAVIOR THAT CAN NEGATIVELY IMPACT RELATIONSHIPS, MAKING IT DIFFICULT TO MAINTAIN EMPLOYMENT AND, IN SEVERE CASES, EVEN RESULT IN ARRESTS. UNTREATED PHYSICAL AND MENTAL HEALTH NEEDS ARE A LEADING CAUSE FOR RECIDIVISM RATES AMONG THIS POPULATION, MAKING IT DIFFICULT TO BREAK THE CYCLE OF HOMELESSNESS. HAVING DEDICATED MEDICAL AND PSYCHIATRIC PERSONNEL HELPS US MEET THE NEEDS OF MENTALLY ILL CLIENTS IN A COMPREHENSIVE AND EFFECTIVE MANNER.CLIENTS WHO PRESENT WITH THE GREATEST HEALTH BARRIERS ARE ASSIGNED TO A MULTIDISCIPLINARY TEAM. THE TEAM MEETS REGULARLY TO REVIEW EACH CLIENT'S PROGRESS AND PROVIDE DIRECTION FOR OUR STAFF. AS NEEDED, CLIENTS HAVE ACCESS TO REGULAR THERAPEUTIC INTERVENTIONS, SCREENINGS BY A PSYCHIATRIC NURSE AND MEETINGS WITH CASE MANAGEMENT STAFF. DURING FISCAL YEAR 2021-2022, THE LORD'S PLACE SERVED 143 INDIVIDUALS UNDER THIS PROGRAM. 3375864 1205640 102643 12146577 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 1 117 0 1 179 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X AMERICA CORDOVES 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 CORNELIA THORNBURGH CHAIR 2.00 X X 0 0 0 MICHAEL E STEVENS VICE CHAIR 2.00 X X 0 0 0 DIANA BARRETT SECRETARY 2.00 X X 0 0 0 CHARLES G WARD III TREASURER 2.00 X X 0 0 0 THEODORE A DECKERT ESQ COMMITTEE CHAIR 2.00 X X 0 0 0 KATHLEEN F GRANGARD COMMITTEE CHAIR 2.00 X X 0 0 0 ROBERT A KATZEN COMMITTEE CHAIR 2.00 X 0 0 0 THE HON GERALDINE JERI MUOIO COMMITTEE CHAIR 2.00 X 0 0 0 PAMELA MCIVER PAST CHAIR & COMMITTEE CHAIR 2.00 X 0 0 0 JACK SCAROLA ESQ FOUNDING BOARD DIRECTOR 2.00 X 0 0 0 MATTHEW BARNES DIRECTOR 2.00 X 0 0 0 ROBERT E BARRETT JR DIRECTOR 2.00 X 0 0 0 THE HON ANN BROWN DIRECTOR 2.00 X 0 0 0 BARBARA I CHEIVES DIRECTOR 2.00 X 0 0 0 JULIE F CUMMINGS DIRECTOR 2.00 X 0 0 0 STEVEN H MALONE ESQ DIRECTOR 2.00 X 0 0 0 CYNTHIA HEATHCOE DIRECTOR 2.00 X 0 0 0 JAMIE NIEMIE DIRECTOR 2.00 X 0 0 0 REV DR ROBERT S NORRIS DIRECTOR 2.00 X 0 0 0 WILLIAM BILL PROCTOR DIRECTOR 2.00 X 0 0 0 MARY QUICK DIRECTOR 2.00 X 0 0 0 JAMIE K STERN DIRECTOR 2.00 X 0 0 0 WESLEY WES LANG DIRECTOR 2.00 X 0 0 0 ADRIANNE WEISSMAN DIRECTOR 2.00 X 0 0 0 WILLY PHILIAS MD FAPA DIRECTOR 2.00 X 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 60.00 X 218156 0 5833 KERRY DIAZ CHIEF OPERATING OFFICER 60.00 X 106563 0 0 324719 0 5833 2 0 1 0 0 468676 4688111 6423529 353462 11580316 SOCIAL ENTERPRISE REVENUE 721000 819248 819248 RESIDENCE FEES 721000 308662 308662 CONTRACT REVENUE 721000 90942 90942 1218852 190813 190813 245302 -245302 -245302 -245302 1004815 65318 939497 939497 INSURANCE CLAIM 721000 37783 37783 MISCELLANEOUS REVENUE 721000 11701 11701 49484 13733660 1230553 0 922791 2769336 2769336 324001 266331 33940 23730 5900813 4850518 618122 432173 131347 107968 13759 9620 967621 795393 101360 70868 446085 366686 46728 32671 34582 19011 7757 7814 92919 51081 20843 20995 233302 128255 52332 52715 316214 233865 22352 59997 1621624 1502927 81938 36759 13501 13476 23 2 365078 332494 32584 TRANSPORTATION 264670 250691 10573 3406 OTHER OPERATING COSTS 263620 219804 37183 6633 FOOD & SUPPLIES 191450 188576 964 1910 STIPENDS 50165 50165 13986328 12146577 1080458 759293 4570828 2710907 11411229 11054141 7264590 4627001 250003 186104 16452783 4088441 8101350 12364342 787032 699399 40345 39396 32425377 31681290 789938 1135992 353878 209325 129284 130410 1273100 1475727 X 13546207 15310036 17606070 14895527 31152277 30205563 32425377 31681290 -252668 -681563 -12483 0 X X 0 1 X 1 1 1 X 6577132 15003068 18981553 11201173 11580316 63343242 6577132 15003068 18981553 11201173 11580316 63343242 2709556 60633686 30651 98071 144286 134344 190813 598165 63941407 0.94830 0.98630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 938472 938472 1084296 145824 938472 1109450 25154 1084296 912642 200000 3192 1109450 912715 73 912642 0.38700 0.61300 1 0 1496429 1496429 8458459 3478294 4980165 468643 423969 44674 6029252 186178 5843074 12364342 CLIENT DEPOSITS 130410 130410 X 13262215 -681563 157283 65318 -458962 13721177 12483 12483 13733660 14208929 157283 65318 222601 13986328 0 13986328 PART X, LINE 2: THE AGENCY WAS GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION (IRC) 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 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 65,318. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 65,318. 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. SLEEP OUT 425854 425854 31521 PB EVENT 310021 310021 10212 1 268940 268940 23585 1004815 1004815 65318 65318 939497 0 SPECIFIC ASSISTANCE 1557 2769336 0 0 0 0 0 0 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 218156 0 0 0 0 0 5833 0 0 0 223989 0 0 0 X 1001 FMV X 5232 FMV X 242465 FMV X 9121 FMV X MISCELLANEOUS 0 66110 FMV X OTHER 0 26783 FMV X GIFT CARDS 0 2750 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.