2017-11-10T08:06:27-06:00 2017-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2016-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 ROBERT A KATZEN TREASURER 5614940125 2017-11-10 1 JUAN COCUY P00182842 5617989988 50.59.205.54 2017-11-10 09:06:10 ES P 030C0A3340C4D14BB82998C0F14C01691EEC1780 9E59C5D40C44763BDA6053FE2B05EC5B372CCB93 2016 2017-02-10 21:41:12Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 7903302 0 X WWW.THE LORDSPLACE.ORG X 1982 FL BREAKING THE CYCLE OF HOMELESSNESS TO MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. 20 20 124 1021 0 0 5680825 5817917 1152513 1119345 -36734 170103 408455 680177 7205059 7787542 579443 583134 0 0 4128460 4514258 0 0 392889 2037055 2336019 6744958 7433411 460101 354131 12018053 12486570 1053422 1227408 10964631 11259162 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. 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 2991454 369827 105087 HOUSING:THE LORD'S PLACE OPERATES SEVEN SUPPORTIVE HOUSING PROGRAMS--A FAMILY CAMPUS, A MEN'S CAMPUS AND TWO CAMPUSES FOR SINGLE WOMEN--BURCKLE PLACE AND HALLE PLACE. IN ADDITION, WE HAVE A MAJOR INITIATIVE FOR THE CHRONICALLY HOMELESS 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. 853747 19309 JOB TRAINING & EMPLOYMENT:THE LORD'S PLACE EMPLOYMENT SERVICES OFFER DIVERSE PROGRAMMING (APPRENTICESHIPS, TRAINING, EDUCATION CLASSES, JOB COACHING) TO HELP CLIENTS GAIN MEANINGFUL EMPLOYMENT. OUR PROGRAMS ARE TARGETED TO HIGHLY VULNERABLE, AT-RISK POPULATIONS WITH MULTIPLE BARRIERS TO EMPLOYMENT.* FROM 7/1/2016 TO 6/30/2017, 297 INDIVIDUALS ENROLLED IN OUR JOB TRAINING AND EMPLOYMENT PROGRAM.* 200 INDIVIDUALS PARTICIPATED IN OUR JOB READINESS CLASSROOM TRAINING PROGRAM WITH 100% SUCCESSFULLY GRADUATING.* 105 OF OUR JOB TRAINING AND EMPLOYMENT PARTICIPANTS RECEIVED JOB OFFERS BY THE END OF THE FISCAL YEAR. 1580805 8431 998380 SOCIAL ENTERPRISES:THE LORD'S PLACE SOCIAL ENTERPRISE BUSINESSES CREATE JOB OPPORTUNITIES 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 OUR EMPLOYEES. THE LORD'S PLACE OPERATED TWO SOCIAL ENTERPRISE BUSINESSES IN 2016-2017, THE LORD'S PLACE THRIFT STORE AND THE CAFE JOSHUA CATERING COMPANY. * 58 INDIVIDUALS PARTICIPATED IN OUR SOCIAL ENTERPRISE/TRANSITIONAL WORK EXPERIENCE JOB TRAINING PROGRAMS.* OF 42 INDIVIDUALS EXITING THE PROGRAM, 17 (40%) SUCCESSFULLY GAINED EMPLOYMENT. 1198133 185567 21217 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 125 DAYS AFTER INITIALLY FILING AN APPLICATION FOR CLIENTS TO BE APPROVED FOR BENEFITS * WE SUCCESSFULLY PROVIDED OUTREACH, ENGAGEMENT AND PEER SUPPORT TO 170 UNIQUE INDIVIDUALS IN THE COMMUNITYRE-ENTRYTHE 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 11% FOR INDIVIDUALS RELEASED FROM JULY 1, 2013 THROUGH SEPTEMBER 30, 2016 (13 OF 118 INDIVIDUALS). IN THE PAST YEAR WE HAVE SERVED 30 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 RECIDIVISM RATE OF 10.4% FOR INDIVIDUALS RELEASED FROM JULY 1, 2013 THROUGH SEPTEMBER 30, 2016 (5 OF 48 INDIVIDUALS). IN THE PAST YEAR WE HAVE SERVED 57 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 RECIDIVISM RATE OF 20.5% FOR INDIVIDUALS RELEASED FROM JULY 1, 2013 THROUGH SEPTEMBER 30, 2016 (40 OF 195 INDIVIDUALS). IN THE PAST YEAR WE HAVE SERVED 67 INDIVIDUALS THROUGH THIS PROGRAM.CLINICAL SERVICESCLIENTS 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 107 INDIVIDUALS UNDER THIS PROGRAM IN THE PAST YEAR.* 98% OF THOSE WHO LEFT OUR MENTAL HEALTH PROGRAM WERE MEDICALLY STABLE AT TIME DISCHARGE.* 95% WERE CONNECTED WITH A MEDICAL HOME AT TIME OF DISCHARGE.* 73% AVOIDED THE USE OF EMERGENCY SERVICES WHILE ENROLLED IN THE CARE TEAM.* 95% HAD HEALTH INSURANCE AT DISCHARGE.* 86% WERE STABLY HOUSED AT DISCHARGE.* 56% WERE EMPLOYED OR RECEIVING SOCIAL SECURITY DISABILITY BENEFITS AT THE TIME OF DISCHARGE. 1198133 185567 21217 6624139 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 33 0 1 124 1 0 0 0 0 1 1 1 1 0 0 0 0 X 20 20 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 PAMELA MCIVER PAST CHAIR 2.00 X 0 0 0 KATHLEEN GRANGARD DIRECTOR 2.00 X 0 0 0 CORNELIA THORNBURGH CHAIR 2.00 X 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 JOYCE MCLENDON DIRECTOR 2.00 X 0 0 0 DIANA BARRETT SECRETARY 2.00 X X 0 0 0 JAMIE NIEMIE DIRECTOR 2.00 X 0 0 0 ANTHONY JAVARONE DIRECTOR 2.00 X 0 0 0 MATTHEW BARNES DIRECTOR 2.00 X 0 0 0 CHARLES MICHAEL DIAZ VICE CHAIR 2.00 X X 0 0 0 JAMIE K STERN DIRECTOR 2.00 X 0 0 0 ROBERT E BARRETT JR DIRECTOR 2.00 X 0 0 0 THEODORE A DECKERT ESQ DIRECTOR 2.00 X 0 0 0 REV DR ROBERT S NORRIS DIRECTOR 2.00 X 0 0 0 ANN BROWN DIRECTOR 2.00 X 0 0 0 BARBARA CHEIVES DIRECTOR 2.00 X 0 0 0 CYNTHIA HEATHCOE DIRECTOR 2.00 X 0 0 0 MICHAEL E STEVENS DIRECTOR 2.00 X 0 0 0 ADRIANNE WEISSMAN DIRECTOR 2.00 X 0 0 0 JACK SCAROLA DIRECTOR 2.00 X 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 60.00 X 148220 0 16653 TOBY N DOUTHWRIGHT CHIEF FINANCIAL OFFICER 60.00 X 108542 0 6998 256762 0 23651 2 0 1 0 0 403167 1675 2176463 3236612 5817917 SOCIAL ENTERPRISE REVE 721000 998380 998380 RESIDENCE FEES 721000 105087 105087 CONTRACT REVENUE 721000 15198 15198 CAFE JOSHUA LUNCH SALE 721000 680 680 1119345 45068 45068 125035 0 125035 125035 125035 790598 1675 115760 674838 674838 MISCELLANEOUS REVENUE 721000 5339 5339 5339 7787542 1124684 0 844941 583134 583134 248892 105392 143500 3416318 3210256 10365 195697 61968 56058 2601 3309 504851 456702 21194 26955 282229 255312 11848 15069 2291 2291 27617 27617 12144 3250 8894 271250 163758 47023 60469 886903 769186 48947 68770 183221 161041 17284 4896 29626 29325 251 50 256527 242808 11561 2158 FOOD & SUPPLIES 298417 294867 774 2776 OTHER COSTS 289313 214340 62233 12740 STIPENDS 78710 78710 7433411 6624139 416383 392889 981632 1915950 701424 1448067 2163223 1454147 81880 87254 10118469 3204536 5764194 6913933 2309891 649960 5910 5138 9899 12121 12018053 12486570 294882 399920 623015 761393 135525 66095 1053422 1227408 X 7202286 8509185 3187238 2174870 575107 575107 10964631 11259162 12018053 12486570 354131 -59600 0 X X 0 1 X 1 1 1 X 6262796 5085088 6292003 5680825 5817917 29138629 6262796 5085088 6292003 5680825 5817917 29138629 1317562 27821067 39572 54033 80864 86541 45068 306078 29444707 0.94490 0.92920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 914300 1585 912715 966529 52229 914300 993319 3210 30000 966529 1075107 81788 993319 507325 500000 76951 9169 1075107 0.37000 0.63000 1 0 1191430 1191430 8261564 2785040 5476524 459208 306232 152976 206267 113264 93003 6913933 CLIENT DEPOSITS 66095 66095 X 8093688 -59600 249986 115760 306146 7787542 0 7787542 7799157 249986 115760 365746 7433411 0 7433411 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, 2017. THE AGENCY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 115,760. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 115,760. SLEEP OUT 477717 477717 45062 ROYAL ROOM FUNDRAISER 157890 157890 28243 1 156666 1675 154991 42455 792273 1675 790598 115760 115760 674838 0 SPECIFIC ASSISTANCE 986 583134 0 0 0 0 0 0 0 0 0 DIANA L STANLEY CHIEF EXECUTIVE OFFICER 143500 0 0 0 4720 0 0 0 16653 0 164873 0 0 0 X 3865 FMV X 3456 FMV X 279461 FMV X 500 FMV X 24344 FMV X GIFT CARDS 0 4975 FMV X MISCELLANEOUS 0 1638 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 TOP OFFICIALS INCLUDES A REVIEW BY THE BOARD OF DIRECTORS. THE COMPENSATION PROCESS FOR OFFICERS INCLUDES A REVIEW BY THE CHIEF EXECUTIVE OFFICER AND THE BOARD OF DIRECTORS. 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.