2019-11-14T14:21:29-06:00 2019-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2018-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 ROBERT A KATZEN TREASURER 5614940125 2019-11-14 1 RICHARD JUBACK P00630706 5617989988 12.10.57.174 2019-11-14 15:21:10 ES P 3D2FC2EC84D8280BB7F82315EF06BF5EB422F4C8 1177FD5996E616EAF72949A3CDA52BDDBFA30F1A 2018 2020-03-31 21:24:44Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 18068098 0 X WWW.THE LORDSPLACE.ORG X 1982 FL BREAKING THE CYCLE OF HOMELESSNESS TO MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. 22 22 154 485 0 4130 6577132 15081024 1239724 1978566 35873 131500 655889 674896 8508618 17865986 782192 1086904 0 0 4817328 6137716 0 0 430935 2610745 3260336 8210265 10484956 298353 7381030 12714726 20210472 1121707 1252609 11593019 18957863 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 4224088 769052 230756 HOUSING:THE AGENCY IS CAPABLE OF PROVIDING SUPPORTIVE HOUSING TO A TOTAL OF 300 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. 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. 1107498 28276 JOB TRAINING & EMPLOYMENT:EMPLOYMENT SERVICES OFFER DIVERSE PROGRAMMING (APPRENTICESHIPS, TRAINING, EDUCATION CLASSES, JOB COACHING) TO HELP CLIENTS GAIN MEANINGFUL EMPLOYMENT. OF THE 164 MEN AND WOMEN WHO PARTICIPATED IN THE JOB READINESS CLASSROOM TRAINING IN FISCAL YEAR 2018-2019, 100% SUCCESSFULLY GRADUATED. FOR THE JOB TRAINING AND EMPLOYMENT PROGRAM, 265 INDIVIDUALS ENROLLED IN THE PROGRAM AND 115 INDIVIDUALS GAINED COMPETITIVE EMPLOYMENT BY THE END OF THE FISCAL YEAR. 2311003 13286 1684275 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 2018-2019, THE LORD'S PLACE THRIFT STORE AND THE CAFE JOSHUA CATERING COMPANY. THE TWO PROGRAMS PROVIDED TRANSITIONAL WORK EXPERIENCE FOR INDIVIDUALS, OF WHICH 56% SUCCESSFULLY GAINED COMPETITIVE EMPLOYMENT. THE PROGRAM'S OPERATING EXPENSES ARE OFFSET BY THE INCOME GENERATED BY THE BUSINESS AS WELL AS THROUGH VARIOUS GRANT PROGRAMS WITH VARIOUS FUNDERS. 1580261 276290 74511 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. PATH PROVIDES COMPREHENSIVE OUTREACH AND CASE MANAGEMENT SERVICES TO THOSE WHO HAVE MENTAL ILLNESS AND ARE EXPERIENCING OR AT RISK OF HOMELESSNESS.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 SERVES 721 HOMELESS INDIVIDUALS ANNUALLY WITH OUR COMMUNITY ENGAGEMENT SERVICES. 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 170 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 2018-2019, THE LORD'S PLACE SERVED 90 INDIVIDUALS UNDER THIS PROGRAM. 1580261 276290 74511 9222850 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 0 0 0 0 0 0 0 0 1 59 0 1 154 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 FL X X TOBY DOUTHWRIGHT CFOCOO 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 MATTHEW BARNES DIRECTOR 2.00 X 0 0 0 LAURIE BATCHELOR DIRECTOR 2.00 X 0 0 0 ROBERT E BARRETT JR DIRECTOR 2.00 X 0 0 0 DIANA BARRETT SECRETARY 2.00 X X 0 0 0 THE HONORABLE ANN BROWN DIRECTOR 2.00 X 0 0 0 BARBARA I CHEIVES DIRECTOR 2.00 X 0 0 0 THEODORE A DECKERT ESQ DIRECTOR 2.00 X 0 0 0 CHARLES MICHAEL DIAZ DIRECTOR 2.00 X 0 0 0 GEORGE A FORMAN DIRECTOR 2.00 X 0 0 0 KATHLEEN F GRANGARD DIRECTOR 2.00 X 0 0 0 CYNTHIA HEATHCOE DIRECTOR 2.00 X 0 0 0 ROBERT A KATZEN TREASURER 2.00 X X 0 0 0 STEVEN H MALONE ESQ DIRECTOR 2.00 X 0 0 0 PAMELA MCIVER PAST CHAIR 2.00 X 0 0 0 JOYCE MCLENDON 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 MICHAEL E STEVENS VICE CHAIR 2.00 X X 0 0 0 CORNELIA THORNBURGH CHAIR 2.00 X X 0 0 0 ADRIANNE WEISSMAN DIRECTOR 2.00 X 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 60.00 X 157280 0 15280 157280 0 15280 2 0 1 0 0 428675 3211711 11440638 515048 15081024 SOCIAL ENTERPRISE REVENUE 721000 1684275 1684275 RESIDENCE FEES 721000 230756 230756 CONTRACT REVENUE 721000 62469 62469 CAFE JOSHUA LUNCH SALES 721000 1066 1066 1978566 97974 97974 33526 0 33526 33526 33526 866032 202112 663920 663920 MISCELLANEOUS REVENUE 721000 10976 10976 10976 17865986 1989542 0 795420 1086904 1086904 253164 214333 25936 12895 4709840 3987625 482543 239672 94235 79707 9645 4883 707954 598810 72462 36682 372523 315092 38129 19302 3232 1668 159 1405 31790 16403 1569 13818 69130 63096 6034 316949 207544 40398 69007 1044163 985391 48555 10217 24471 24410 61 327255 303410 21983 1862 FOOD & SUPPLIES 613849 607237 123 6489 OTHER COSTS 439570 383172 56398 0 TRANSPORTATION 278338 236459 27176 14703 STIPENDS 111589 111589 10484956 9222850 831171 430935 464978 425203 3524638 5358990 1111509 4441132 206989 97935 11404556 3801999 6779946 7602557 617397 2248802 4365 4904 35853 12714726 20210472 427744 607314 580488 542190 113475 103105 1121707 1252609 X 8379842 11927331 2638070 6455425 575107 575107 11593019 18957863 12714726 20210472 7381030 -9975 -6211 0 X X 0 1 X 1 1 1 X 6292003 5680825 5817917 6577132 15003068 39370945 6292003 5680825 5817917 6577132 15003068 39370945 913382 38457563 80864 86541 45068 30651 98071 341195 39712140 0.96840 0.97160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 912642 200000 3192 1109450 912715 73 912642 914300 1585 912715 966529 52229 914300 993319 3210 30000 966529 0.48000 0.52000 1 0 1191430 1191430 8445601 3267072 5178529 560956 382137 178819 1206569 152790 1053779 7602557 CLIENT DEPOSITS 103105 103105 X 18418030 -9975 366117 202113 558255 17859775 6211 6211 17865986 11053186 366117 202113 568230 10484956 0 10484956 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. NO SUCH INTEREST OR PENALTIES WERE RECORDED FOR THE YEAR ENDED JUNE 30, 2019. THE AGENCY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 202,113. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 202,113. 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 427444 427444 31313 ENDING HOMELESS 219413 219413 52268 3 219175 219175 118531 866032 866032 202112 202112 663920 0 SPECIFIC ASSISTANCE 1445 1086904 0 0 0 0 0 0 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 139981 0 14365 0 2934 0 15280 0 0 0 172560 0 0 0 X 3270 FMV X 9933 FMV X 369842 FMV X 13168 FMV X MISCELLANEOUS 0 111360 FMV X SERVICES 0 5600 FMV X GIFT CARDS 0 1870 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.