2018-11-14T09:02:04-06:00 2018-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2017-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 ROBERT A KATZEN TREASURER 5614940125 2018-11-14 1 RICHARD JUBACK P00630706 5617989988 63.240.243.100 2018-11-14 10:01:50 ES P 9E59C5D40C44763BDA6053FE2B05EC5B372CCB93 9E59C5D40C44763BDA6053FE2B05EC5B372CCB93 2017 2019-02-21 02:37:17Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 8622204 0 X WWW.THE LORDSPLACE.ORG X 1982 FL BREAKING THE CYCLE OF HOMELESSNESS TO MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. 23 23 119 933 0 0 5817917 6577132 1119345 1239724 170103 35873 680177 655889 7787542 8508618 583134 782192 0 0 4514258 4817328 0 0 424774 2336019 2610745 7433411 8210265 354131 298353 12486570 12714726 1227408 1121707 11259162 11593019 X THE LORD'S PLACE 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. WE PROVIDE INNOVATIVE AND EFFECTIVE SERVICES IN A COMPASSIONATE CULTURE TO ASSIST OUR CLIENTS IN SELF-SUFFICIENCY. OUR AGENCY OFFERS NUMEROUS COMPLEMENTARY SERVICES TO IMPROVE THE SELF-SUFFICIENCY OF PARTICIPANTS, INCLUDING SUPPORTIVE HOUSING FOR INDIVIDUALS AND FAMILIES, A COMPREHENSIVE JOB TRAINING AND EMPLOYMENT PROGRAMS, BENEFITS COORDINATION, ACCESS TO BASIC NEEDS ITEMS SUCH AS FOOD, CLOTHING AND BLANKETS, INTEGRATED HEALTH CARE AND COORDINATION, AND MORE. ALL PROGRAMS AND SERVICES ARE DESIGNED TO PROMOTE SELF-SUFFICIENCY AND INDEPENDENCE. ON ANY GIVEN NIGHT, WE HOUSE MORE THAN 200 FAMILIES AND INDIVIDUALS. ANNUALLY, WE SERVE MORE THAN 1,600 CHILDREN AND ADULTS IN PALM BEACH COUNTY. 0 0 3299249 532689 202455 HOUSING:THE LORD'S PLACE OPERATES SEVEN SUPPORTIVE HOUSING PROGRAMS CAPABLE OF HOUSING 282 HOMELESS MEN, WOMEN AND CHILDREN ON ANY GIVEN NIGHT: A FAMILY CAMPUS, THE WILLIAM H. MANN PLACE; A CAMPUS FOR SINGLE MEN; AND TWO CAMPUSES FOR SINGLE WOMEN--BURCKLE PLACE AND HALLE PLACE. IN ADDITION, WE HAVE A MAJOR INITIATIVE FOR THE CHRONICALLY HOMELESS TO PROVIDE HOUSING AT SCATTERED SITE APARTMENTS THROUGHOUT THE COMMUNITY. WE ALSO OFFER "GRADUATE OR AFFORDABLE HOUSING FOR THOSE FAMILIES AND INDIVIDUALS WHO NO LONGER NEED A SUPPORTIVE HOUSING PROGRAM BUT ARE STILL IN THEIR JOURNEY TOWARD INDEPENDENCE.FROM 7/1/2017 TO 6/30/2018, 383 INDIVIDUALS WERE RESIDENTS IN THE LORD'S PLACE HOUSING PROGRAMS, INCLUDING 56 FAMILIES CONSISTING OF 113 CHILDREN AND 66 ADULTS.92% OF CLIENTS WERE NO LONGER HOMELESS AT THE END OF THE YEAR.172 INDIVIDUALS AND FAMILY MEMBERS EXITED OUR HOUSING PROGRAMS DURING THE YEAR.OF THE 23 FAMILIES WHO LEFT OUR HOUSING PROGRAMS DURING THE YEAR, 21 (91%) LEFT TO STABLE HOUSING. 14 OF 23 FAMILIES (61%) LEFT WITH A REGULAR SOURCE OF EMPLOYMENT INCOME.OF 99 SINGLE INDIVIDUALS WHO LEFT OUR HOUSING PROGRAMS DURING THE YEAR, 81 (82%) LEFT TO STABLE HOUSING. 63 OF 99 SINGLE INDIVIDUALS (64%) LEFT WITH A REGULAR SOURCE OF INCOME, AND 46 OF THOSE INDIVIDUALS (73%) LEFT WITH EMPLOYMENT.HOUSING RESIDENTS SAVED AN AVERAGE OF $1,500 BY THE TIME OF PROGRAM EXIT. 990200 20602 JOB TRAINING & EMPLOYMENT:EMPLOYMENT SERVICES OFFER DIVERSE PROGRAMMING (APPRENTICESHIPS, TRAINING, EDUCATION CLASSES, JOB COACHING) TO HELP CLIENTS GAIN MEANINGFUL EMPLOYMENT. OF THE 146 MEN AND WOMEN WHO PARTICIPATED IN THE JOB READINESS CLASSROOM TRAINING IN 2018, 100% SUCCESSFULLY GRADUATED FROM THESE PROGRAMS. FOR THE JOB TRAINING AND EMPLOYMENT PROGRAM, 315 INDIVIDUALS ENROLLED IN THE PROGRAM AND 110 INDIVIDUALS GAINED COMPETITIVE EMPLOYMENT BY THE END OF THE FISCAL YEAR. 1723258 14525 1006316 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 2018, THE LORD'S PLACE THRIFT STORE AND THE CAFE JOSHUA CATERING COMPANY. THE TWO PROGRAMS PROVIDED TRANSITIONAL WORK EXPERIENCE FOR INDIVIDUALS, OF WHICH 54% SUCCESSFULLY GAINED COMPETITIVE EMPLOYMENT. THE PROGRAM'S OPERATING DEFICIT IS LARGELY FUNDED THROUGH VARIOUS GRANT PROGRAMS WITH VARIOUS FUNDERS. 1235749 214376 29312 COMMUNITY ENGAGEMENT (BENEFITS NAVIGATION AND MANAGEMENT):FOCUSING ON THE CHRONICALLY HOMELESS IN OUR COMMUNITY, OUR AGENCY HAS DEVELOPED A NETWORK OF SERVICES TO ASSIST THE MOST VULNERABLE CITIZENS IN OUR COMMUNITY IN ACCESSING LIFE-SAVING RESOURCES AND PEER SUPPORT. UTILIZING THE BEST PRACTICE SOAR (SSI/SSDI/OUTREACH, ACCESS AND RECOVERY) PROGRAM, OUR AGENCY EMPLOYS WELL TRAINED BENEFIT NAVIGATORS TO HELP CHRONICALLY HOMELESS MEN, WOMEN, AND CHILDREN ACCESS THEIR BENEFITS QUICKLY. OF 32 SOCIAL SECURITY DISABILITY APPLICATIONS FILED THIS YEAR, 27 (84%) WERE APPROVED.IT TOOK AN AVERAGE OF 90 DAYS AFTER INITIALLY FILING AN APPLICATION FOR CLIENTS TO BE APPROVED FOR BENEFITS WE SUCCESSFULLY PROVIDED OUTREACH, ENGAGEMENT AND PEER SUPPORT TO 344 UNIQUE INDIVIDUALS IN THE COMMUNITYRE-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 PHYSICAL AND MENTAL HEALTHCARE, AS WELL AS SUBSTANCE ABUSE RECOVERY, HOUSING, EMPLOYMENT, EDUCATION, FINANCES, RIGHTS RESTORATION, AND FAMILY REUNIFICATION. ANALYSIS OF THE MOST RECENT AVAILABLE DATA (2015) HAS SHOWN THAT THIS PROGRAM YIELDS AN ANNUAL SOCIAL COST SAVINGS OF MORE THAN $37,135 PER INDIVIDUAL THAT DOES NOT RECIDIVATE DUE TO THEIR PARTICIPATION IN THE PROGRAM.THE RESTORE PROGRAM SERVES INDIVIDUALS RETURNING FROM THE SAGO PALM PRISON. OUR RESTORE PROGRAM HAD A ONE YEAR RECIDIVISM RATE OF 9.5% FOR INDIVIDUALS RELEASED FROM JULY 1, 2016 THROUGH JUNE 30, 2018 (2 OF 21 INDIVIDUALS). IN THE PAST YEAR WE HAVE SERVED 10 INDIVIDUALS THROUGH THIS PROGRAM.OUR COMMUNITY-BASED PRISON REENTRY PROGRAM SERVES INDIVIDUALS RETURNING FROM A VARIETY OF PRISONS. THE COMMUNITY PROGRAM HAD A ONE YEAR RE-ARREST RATE OF 17.7% FOR INDIVIDUALS RELEASED FROM JULY 1, 2016 THROUGH JUNE 30, 2018 (11 OF 62 INDIVIDUALS). IN THE PAST YEAR WE HAVE SERVED 45 INDIVIDUALS THROUGH THIS PROGRAM. OUR COMMUNITY-BASED JAIL REENTRY PROGRAM SERVES INDIVIDUALS WHO HAVE BEEN RELEASED FROM CUSTODY OF THE PALM BEACH SHERIFF'S OFFICE. THIS PROGRAM HAD A ONE YEAR RE-ARREST RATE OF 24.4% FOR INDIVIDUALS RELEASED FROM JULY 1, 2017 THROUGH JUNE 30, 2018 (21 OF 86 INDIVIDUALS). IN THE PAST YEAR WE HAVE SERVED 61 INDIVIDUALS THROUGH THIS PROGRAM.CLINICAL SERVICES:CLIENTS WITH UNTREATED OR MISMANAGED HEALTH CONCERNS CAN DISPLAY ERRATIC, UNPREDICTABLE BEHAVIOR THAT CAN NEGATIVELY IMPACT RELATIONSHIPS, MAKE 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. THE LORD'S PLACE SERVED 113 INDIVIDUALS UNDER THIS PROGRAM IN THE PAST YEAR.94% OF THOSE WHO LEFT OUR MENTAL HEALTH PROGRAM WERE MEDICALLY STABLE AT TIME OF DISCHARGE.97% WERE CONNECTED WITH A MEDICAL HOME AT TIME OF DISCHARGE.70% AVOIDED THE USE OF EMERGENCY SERVICES WHILE ENROLLED IN THE CARE TEAM.97% HAD HEALTH INSURANCE AT DISCHARGE.76% WERE STABLY HOUSED AT DISCHARGE.41% WERE EMPLOYED OR RECEIVING SOCIAL SECURITY DISABILITY BENEFITS AT THE TIME OF DISCHARGE. 1235749 214376 29312 7248456 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 45 0 1 119 1 0 0 0 0 1 1 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 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 EDWARD SCHMIDT 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 142153 0 10350 142153 0 10350 1 0 1 0 0 414843 2411000 3751289 6577132 SOCIAL ENTERPRISE REVE 721000 1008137 1008137 RESIDENCE FEES 721000 202455 202455 CONTRACT REVENUE 721000 28462 28462 CAFE JOSHUA LUNCH SALE 721000 670 670 1239724 30651 30651 5222 0 5222 5222 5222 751863 113586 638277 638277 MISCELLANEOUS REVENUE 721000 17612 17612 17612 8508618 1257336 0 674150 782192 782192 273574 242330 18152 13092 3592996 3182652 238402 171942 69777 61808 4630 3339 584195 517476 38762 27957 296786 262891 19692 14203 2500 2500 28530 28530 33928 29578 4350 286427 172556 51414 62457 908516 852786 48872 6858 41935 31534 7184 3217 25307 25213 57 37 309453 294026 13375 2052 OTHER COSTS 360698 199360 48279 113059 FOOD & SUPPLIES 352068 347450 326 4292 TRANSPORTATION 160225 145446 12510 2269 STIPENDS 101158 101158 8210265 7248456 537035 424774 1915950 464978 1448067 3524638 1454147 1111509 87254 206989 10276866 3496920 6913933 6779946 649960 617397 5138 4365 12121 4904 12486570 12714726 399920 427744 761393 580488 66095 113475 1227408 1121707 X 8509185 8379842 2174870 2638070 575107 575107 11259162 11593019 12486570 12714726 298353 35504 0 X X 0 1 X 1 1 1 X 5085088 6292003 5680825 5817917 6577132 29452965 5085088 6292003 5680825 5817917 6577132 29452965 547268 28905697 54033 80864 86541 45068 30651 297157 29750122 0.97160 0.94490 X 912715 73 912642 914300 1585 912715 966529 52229 914300 993319 3210 30000 966529 1075107 81788 993319 0.37000 0.63000 1 0 1191429 1191429 8331550 3022207 5309343 496166 342874 153292 257721 131839 125882 6779946 CLIENT DEPOSITS 113475 113475 X 9031625 35504 373917 113586 523007 8508618 0 8508618 8697768 373917 113586 487503 8210265 0 8210265 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, 2018. THE AGENCY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 113,586. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 113,586. 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 311602 311602 37732 ROYAL ROOM FUNDRAISER 255181 255181 25464 2 185080 185080 50390 751863 751863 113586 113586 638277 0 SPECIFIC ASSISTANCE 1049 782192 0 0 0 0 0 0 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 123746 0 16000 0 2407 0 10350 0 0 0 152503 0 0 0 X 7730 FMV X 10875 FMV X 434250 FMV X 700 FMV X 9842 FMV X MISCELLANEOUS 0 69424 FMV X GIFT CARDS 0 2000 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 AND CONFIRMATION WAS REQUESTED AND RECEIVED FROM EACH BOARD MEMBER THAT THEY HAD REVIEWED AND APPROVED THE DRAFT RETURN. ADDITIONALLY, THE FORM 990 IS DISCUSSED AT BOARD MEETINGS 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 OFFICERS 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.