2021-12-17T15:46:58-06:00 2021-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2020-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 DIANA STANLEY CHIEF EXECUTIVE OFFICER 5614940125 2021-12-17 1 DIANA STANLEY XXX-XX-XXXX RICHARD JUBACK P00630706 5617989988 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 14410440 0 X WWW.THE LORDSPLACE.ORG X 1982 FL BREAKING THE CYCLE OF HOMELESSNESS TO MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. 22 22 145 40 0 0 18981554 11201173 1818515 1326775 214646 870938 998726 964543 22013441 14363429 1332425 1574044 0 0 7089159 7021792 0 0 571696 3728160 3350309 12149744 11946145 9863697 2417284 31176251 32425377 2482150 1273100 28694101 31152277 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 THE MOST VULNERABLE AND NEGLECTED MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. SUPPORTIVE SERVICES OFFERED THROUGH OUR HOUSING PROGRAMS INCLUDE CASE MANAGEMENT, MENTAL HEALTH AND SUBSTANCE ABUSE CARE, BUDGET AND FINANCIAL COUNSELING, AS WELL AS SERVICES DESIGNED TO ENTER AND SUSTAIN EMPLOYMENT, RECONNECT WITH FAMILY AND PARTICIPATE IN COMMUNITY LIFE. 0 0 5183055 958626 267647 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. 96% 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 MEN'S CAMPUS, FAMILY CAMPUS, BURCKLE PLACE AND BURCKLE PLACE WEST (PROGRAMS FOR SINGLE WOMEN), HALLE PLACE, AND APARTMENTS LOCATED THROUGHOUT THE COMMUNITY. 21 OF THESE CLIENTS ARE IN OUR NEW RAPID REHOUSING PROGRAM WHICH IS INSTRUMENTAL TO HOUSEHOLDS EXPERIENCING PANDEMIC-RELATED HOMELESSNESS. 1017152 58917 JOB TRAINING & EMPLOYMENT:EMPLOYMENT SERVICES OFFER DIVERSE PROGRAMMING (APPRENTICESHIPS, TRAINING, EDUCATION CLASSES, JOB COACHING) TO HELP CLIENTS GAIN MEANINGFUL EMPLOYMENT. OF THE 162 MEN AND WOMEN WHO PARTICIPATED IN THE JOB READINESS CLASSROOM TRAINING IN FISCAL YEAR 2020-2021, 100% SUCCESSFULLY GRADUATED. FOR THE JOB TRAINING AND EMPLOYMENT PROGRAM, 280 INDIVIDUALS ENROLLED IN THE PROGRAM AND 97 INDIVIDUALS GAINED COMPETITIVE EMPLOYMENT BY THE END OF THE FISCAL YEAR. 2088405 4080 981624 SOCIAL ENTERPRISES:THE MISSION OF THE LORD'S PLACE SOCIAL ENTERPRISE BUSINESSES IS TO CREATE JOBS FOR INDIVIDUALS WITH SIGNIFICANT BARRIERS TO EMPLOYMENT. SOCIAL ENTERPRISE BUSINESSES OFFER AN APPROACH TO EMPLOYMENT THAT LEVERAGES THE POWER OF THE PUBLIC MARKETPLACE TO PROVIDE REAL WORLD JOB EXPERIENCES FOR THE EMPLOYEES. THE LORD'S PLACE OPERATED TWO SOCIAL ENTERPRISE BUSINESSES IN FISCAL YEAR 2020-2021, THE LORD'S PLACE THRIFT STORE AND THE CAFE JOSHUA CATERING COMPANY. THE TWO PROGRAMS PROVIDED TRANSITIONAL WORK EXPERIENCE FOR INDIVIDUALS, OF WHICH 43% SUCCESSFULLY GAINED COMPETITIVE EMPLOYMENT. THE PROGRAM'S OPERATING DEFICIT IS LARGELY FUNDED THROUGH VARIOUS GRANT PROGRAMS WITH VARIOUS FUNDERS. 2199969 552421 93572 COMMUNITY ENGAGEMENT: 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. PATH PROVIDES COMPREHENSIVE OUTREACH AND CASE MANAGEMENT SERVICES TO THOSE WHO HAVE MENTAL ILLNESS AND ARE EXPERIENCING OR AT RISK OF HOMELESSNESS. OUR COMMUNITY ENGAGEMENT PROGRAM ASSISTED 590 UNSHELTERED INDIVIDUALS IN 2020-2021. THIS IS AN INCREASE OF 125 CLIENTS FROM THE PREVIOUS YEAR. RECOGNIZING THE VULNERABILITY OF THE UNSHELTERED POPULATION, THE COMMUNITY ENGAGEMENT PROGRAM ACTED WITH URGENCY TO PROTECT THOSE LIVING ON THE STREETS FROM COVID-19 AND OTHER RISKS ASSOCIATED WITH SLEEPING IN PLACES NOT MEANT FOR HUMAN HABITATION. THE PROGRAM ULTIMATELY PLACED 322 INDIVIDUALS INTO HOUSING, ENABLING THEM BEGIN THEIR NEW LIVES IN A SAFE, COMFORTABLE ENVIRONMENT. 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. 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. COLLECTIVELY, THE AGENCY SERVED 645 HOMELESS INDIVIDUALS ANNUALLY WITH OUR COMMUNITY ENGAGEMENT SERVICES IN 2020-2021.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 136 INDIVIDUALS IN THIS CAPACITY. 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 2020-2021, THE LORD'S PLACE SERVED 151 INDIVIDUALS UNDER THIS PROGRAM. FINALLY, EARLY ON IN THE PANDEMIC WE CREATED A MAJOR NEW HOMELESS PREVENTION PROGRAM TO ASSIST THOSE EXPERIENCING COVID-RELATED HOUSING AND FINANCIAL INSTABILITY. THE PROGRAM PROVIDES FINANCIAL AND UTILITIES ASSISTANCE, CASE MANAGEMENT, BENEFITS NAVIGATION, AND HOUSING RELOCATION SERVICES. IN 2020-2021, THE HOMELESS PREVENTION PROGRAM SERVED 80 HOUSEHOLDS COMPOSED OF 150 INDIVIDUALS. 2199969 552421 93572 10488581 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 24 0 1 145 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 22 22 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 ROBERT A KATZEN 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 PAMELA MCIVER PAST CHAIR 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 GEORGE A FORMAN DIRECTOR 2.00 X 0 0 0 STEVEN H MALONE ESQ DIRECTOR 2.00 X 0 0 0 THE HON GERALDINE JERI MUOIO 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 JACK SCAROLA ESQ DIRECTOR 2.00 X 0 0 0 JAMIE K STERN DIRECTOR 2.00 X 0 0 0 CHARLES G WARD III 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 138174 0 18730 138174 0 18730 2 0 1 0 0 458176 10000 5742609 4990388 640601 11201173 SOCIAL ENTERPRISE REVENUE 721000 981624 981624 RESIDENCE FEES 721000 267647 267647 CONTRACT REVENUE 721000 77504 77504 1326775 134344 134344 736594 0 736594 736594 736594 992248 10000 47011 945237 945237 MISCELLANEOUS REVENUE 721000 16068 16068 INSURANCE CLAIM 721000 3238 3238 19306 14363429 1342843 0 1819413 1574044 1574044 376463 315149 37991 23323 5290944 4429216 533932 327796 111708 93514 11273 6921 834117 698266 84174 51677 408560 342018 41230 25312 3881 1761 1033 1087 40533 18390 10788 11355 81375 51287 30088 263518 199067 18040 46411 1451119 1353079 78123 19917 18270 18230 36 4 411638 373446 36483 1709 OTHER OPERATING COSTS 615196 559345 0 55851 FOOD & SUPPLIES 225951 225877 68 6 TRANSPORTATION 171411 168475 2609 327 STIPENDS 67417 67417 0 0 11946145 10488581 885868 571696 2494780 4570828 10977569 11411229 9162498 7264590 88097 250003 12581351 4480001 7816903 8101350 604152 787032 32252 40345 31176251 32425377 630152 789938 1712915 353878 139083 129284 2482150 1273100 X 11245463 13546207 17448638 17606070 28694101 31152277 31176251 32425377 2417284 59308 -18416 0 X X 0 1 X 1 1 1 X 5817917 6577132 15003068 18981553 11201173 57580843 5817917 6577132 15003068 18981553 11201173 57580843 341203 57239640 45068 30651 98071 144286 134344 452420 58033263 0.98630 0.98370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1084296 145824 938472 1109450 25154 1084296 912642 200000 3192 1109450 912715 73 912642 914300 1585 912715 0.38700 0.61300 1 0 1496429 1496429 9809108 3875371 5933737 556022 442789 113233 719792 161841 557951 8101350 CLIENT DEPOSITS 129284 129284 X 14661286 59308 209954 47011 316273 14345013 18416 18416 14363429 12203110 209954 47011 256965 11946145 0 11946145 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 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 47,011. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 47,011. 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 443534 443534 21041 PB EVENT 285625 285625 5300 1 273089 10000 263089 20670 1002248 10000 992248 47011 47011 945237 0 SPECIFIC ASSISTANCE 1525 1574044 0 0 0 0 0 0 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 138174 0 0 0 0 0 18730 0 0 0 156904 0 0 0 X 4700 FMV X 500 FMV X 445701 FMV X 2752 FMV X 85112 FMV X MISCELLANEOUS 0 71760 FMV X MEDICAL EQUIPMENT 0 10000 FMV X SERVICES 0 9000 FMV X OTHER (COVID-19) 0 6861 FMV X GIFT CARDS 0 4215 FMV 0 0 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.