2017-01-12T08:41:19-06:00 2016-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2015-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 ROBERT A KATZEN TREASURER 5614940125 2017-01-12 1 JOHN R TEMPLETON P01957752 5617989988 2015 2017-02-10 21:41:12Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 7436631 0 X WWW.THE LORDSPLACE.ORG X 1982 FL BREAKING THE CYCLE OF HOMELESSNESS BY PROVIDING INNOVATIVE, COMPASSIONATE & EFFECTIVE SERVICES TO MEN, WOMEN & CHILDREN IN OUR COMMUNITY. 22 22 127 985 0 0 6292003 5680825 1057774 1152513 172018 -36734 287653 408455 7809448 7205059 458728 579443 0 0 3954186 4128460 0 0 286175 1985105 2037055 6398019 6744958 1411429 460101 11552939 12018053 1046310 1053422 10506629 10964631 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. SUPPORTIVE SERVICES OFFERED THROUGH OUR PROGRAMS INCLUDE CASE MANAGEMENT, MENTAL HEALTH AND SUBSTANCE ABUSE CARE, BUDGET AND FINANCIAL COUNSELING, SUPPORTIVE HOUSING, AS WELL AS SERVICES DESIGNED TO ENTER AND SUSTAIN EMPLOYMENT, RECONNECT WITH FAMILY AND PARTICIPATE IN COMMUNITY LIFE. 0 0 2479263 350486 80875 HOUSING:ON ANY GIVEN NIGHT, THE ORGANIZATION IS CAPABLE OF HOUSING MORE THAN 250 HOMELESS MEN, WOMEN AND CHILDREN. OUR HOUSING PROGRAMS ARE PROVIDED THROUGHOUT PALM BEACH COUNTY, AND INCLUDE PERMANENT SUPPORTIVE HOUSING PROGRAMS FOR PEOPLE WITH DISABILITIES, AND TRANSITIONAL HOUSING PROGRAMS. OUR HOUSING PROGRAMS SERVED SINGLE HOMELESS MEN, SINGLE HOMELESS WOMEN, AND HOMELESS FAMILIES. OUR HOUSING PROGRAMS TARGET CHRONICALLY HOMELESS CITIZENS, AS WELL AS MEN AND WOMEN EX-OFFENDERS. - FROM 7/01/2015 TO 6/30/2016, 337 INDIVIDUALS WERE RESIDENTS IN THE LORD'S PLACE HOUSING PROGRAMS, INCLUDING 51 FAMILIES CONSISTING OF 116 CHILDREN AND 63 ADULTS. - 94% OF CLIENTS WERE NO LONGER HOMELESS AT THE END OF THE YEAR. - 143 INDIVIDUALS AND FAMILY MEMBERS EXITED OUR HOUSING PROGRAMS DURING THE YEAR. - OF THE 20 FAMILIES WHO LEFT OUR HOUSING PROGRAMS DURING THE YEAR, 19 (95%) LEFT TO STABLE HOUSING. 16 OF THE 20 FAMILIES (80%) LEFT WITH A REGULAR SOURCE OF INCOME, AND 10 OF THOSE FAMILIES (50%) LEFT WITH EMPLOYMENT. - OF 82 SINGLE INDIVIDUALS WHO LEFT OUR HOUSING PROGRAMS DURING THE YEAR, 65 (79%) LEFT TO STABLE HOUSING. 54 OF 82 SINGLE INDIVIDUALS (66%) LEFT WITH A REGULAR SOURCE OF INCOME, AND 40 OF THOSE INDIVIDUALS (49%) LEFT WITH EMPLOYMENT. - OVERALL, 55% OF ALL HOUSEHOLDS HAD INCREASED THEIR INCOME AND BENEFITS UPON EXITING OUR HOUSING PROGRAMS. HOUSING RESIDENTS ALSO SAVED AN AVERAGE OF $980 BY THE TIME OF PROGRAM EXIT. 891042 20289 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 7/01/2015 TO 6/30/2016, 305 INDIVIDUALS ENROLLED IN OUR JOB TRAINING AND EMPLOYMENT PROGRAM. - 166 INDIVIDUALS PARTICIPATED IN OUR JOB READINESS CLASSROOM TRAINING PROGRAM WITH 156 OR 94% SUCCESSFULLY GRADUATED. - OUR JOB TRAINING/EMPLOYMENT PARTICIPANTS RECEIVED 96 JOB OFFERS. 1556707 9503 1022675 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 2015-2016, THE LORD'S PLACE THRIFT STORE AND THE CAFE JOSHUA CATERING COMPANY. - 50 INDIVIDUALS PARTICPATED IN OUR SOCIAL ENTERPRISE TRAINING PROGRAMS. - 31 INDIVIDUALS OR 62% SUCCESSFULLY GRADUATED FROM THE PROGRAM, 19 OF THESE GRADUATES (61%) WERE PLACED INTO EMPLOYMENT. 1011659 199165 52024 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 HEALTH AND INCOME BENEFITS. 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.IN ADDITION, THE LORD'S PLACE HAS BEEN DESIGNATED BY THE SOCIAL SECURITY ADMINISTRATION AS A REPRESENTATIVE PAYEE PROVIDER, ALLOWING OUR ORGANIZATION THE ABILITY TO OFFER INDIGENT AND/OR INCAPACITATED DISABLED PARTICIPANTS FINANCIAL MANAGEMENT OF THEIR INCOME BENEFITS. TRAINED STAFF ASSISTS SOAR AND REP PAYEE PARTICIPANTS WITH: BUDGETING THEIR MONTHLY INCOME, ENSURING THAT VITAL RESOURCES AND SERVICES COSTS (HOUSING AND HEALTHCARE) ARE PAID FOR EACH MONTH, AND MONITORING PARTICIPANTS SPENDING. COLLECTIVELY, THE LORD'S PLACE SERVES AN AVERAGE OF 100 CHRONICALLY HOMELESS INDIVIDUALS ANNUALLY WITH OUR BENEFITS NAVIGATION AND MANAGEMENT SERVICES. - 75% OF HOUSING CLIENTS HAVE REMAINED FREE OF EMERGENCY ROOM VISITS WHILE IN OUR PROGRAMS. - 95% OF HOUSING CLIENTS HAVE REMAINED FREE OF CRIMINAL CONVICTIONS WHILE IN OUR PROGRAMS. - 98% OF HOUSING CLIENTS HAVE REMAINED FREE OF PSYCHIATRIC HOSPITALIZATIONS WHILE IN OUR PROGRAMS.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 PHYSICAL AND MENTAL HEALTHCARE, AS WELL AS SUBSTANCE ABUSE RECOVERY, HOUSING, EMPLOYMENT, EDUCATION, FINANCES, RIGHTS RESTORATION, AND FAMILY REUNIFICIATION. INDEPENDENT ANALYSIS HAS SHOWN THAT THIS PROGRAM YIELDS AN ANNUAL SOCIAL COST SAVINGS OF MORE THAN $68,000 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 ONE YEAR RECIDIVISM RATE OF 8.4% FOR INDIVIDUALS RELEASED FROM JULY 1, 2012 THROUGH SEPTEMBER 30, 2015 (11 OF 131 INDIVIDUALS). IN THE PAST YEAR WE HAVE SERVED 29 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 8.6% FOR INDIVIDUALS RELEASED FROM JULY 1, 2012 THROUGH SEPTEMBER 30, 2015 (3 OF 35 INDIVIDUALS). IN THE PAST YEAR WE HAVE SERVED 44 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 15.9% FOR INDIVIDUALS RELEASED FROM JULY 1, 2012 THROUGH SEPTEMBER 30, 2015 (33 OF 207 INDIVIDUALS). IN THE PAST YEAR WE HAVE SERVED 75 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 SERVERE 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 ASSIGEND 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 MANAGMENT STAFF. THE LORD'S PLACE SERVED 110 INDIVIDUALS UNDER THIS PROGRAM IN THE PAST YEAR. - OF THOSE WHO LEFT THE PROGRMA, 5 (8%) HAD PSYCHIATRIC HOSPITAL DIVERSIONS AND 5 (8%) HAD MEDICAL HOSPITAL DIVERSIONS WHILE IN THE PROGRAM. - 98% OF THOSE WHO LEFT OUR MENTAL HEALTH PROGRAM WERE MEDICALLY STABLE AT TIME DISCHARGE. - 97% WERE CONNECTED WITH A MEDICAL HOME AT TIME OF DISCHARGE. - 92% HAD HEALTH INSURANCE. - 90% WERE STABLY HOUSED. - 43% WERE EMPLOYED OR RECEIVING SOCIAL SECURITY DISABILITY BENEFITS AT THE TIME OF DISCHARGE. 1011659 199165 52024 5938671 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 0 0 0 0 0 0 0 0 0 1 113 0 1 127 1 0 0 0 0 1 1 1 1 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 CFO 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 PAMELA MCIVER CHAIRMAN 3.00 X X 0 0 0 KATHLEEN GRANGARD VICE CHAIRMAN 3.00 X X 0 0 0 CORNELIA THORNBURGH SECRETARY 3.00 X X 0 0 0 ROBERT A KATZEN TREASURER 3.00 X X 0 0 0 DEAN LAVALLEE DIRECTOR 2.00 X 0 0 0 STEVEN H MALONE ESQ DIRECTOR 2.00 X 0 0 0 JOYCE MCLENDON PAST CHAIRMAN 2.00 X 0 0 0 DIANA BARRETT DIRECTOR 2.00 X 0 0 0 JACK SCAROLA ESQ PAST CHAIRMAN 2.00 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 MICHAEL DIAZ DIRECTOR 2.00 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 DIANA STANLEY CHIEF EXECUTIVE OFFICER 60.00 X 145050 0 16117 145050 0 16117 1 0 1 0 1 391167 2006397 3283261 5680825 SOCIAL ENTERPRISE REVENUE 721000 1022675 1022675 RESIDENCE FEES 721000 80875 80875 CONTRACT REVENUE 721000 47139 47139 CAFE JOSHUA LUNCH SALES 721000 1824 1824 1152513 86541 86541 123275 -123275 -123275 -123275 513691 108297 405394 405394 MISCELLANEOUS REVENUE 721000 3061 3061 3061 7205059 1155574 0 368660 579443 579443 145050 145050 3224634 2930776 104551 189307 60926 52990 4513 3423 432345 376031 32025 24289 265505 230922 19667 14916 2500 2500 26416 26416 38823 38823 16129 11465 4664 174183 126921 47262 710727 651797 58930 161497 153034 8463 29739 29700 39 210835 202878 7957 FOOD & SUPPLIES 307698 305612 2086 OTHER COSTS 291527 225591 11696 54240 STIPENDS 61511 61511 CLIENT & MENTAL HEALTH 5470 5470 6744958 5938671 520112 286175 1009714 981632 3380623 3011315 1655393 2163223 44802 81880 8712202 2948008 5446505 5764194 6682 5910 9220 9899 11552939 12018053 193679 294882 81167 0 663901 623015 107563 135525 1046310 1053422 X 7243755 7202286 2687767 3187238 575107 575107 10506629 10964631 11552939 12018053 460101 -2099 0 X X 0 1 X 1 1 1 X 3836265 6262796 5085088 6292003 5680825 27156977 3836265 6262796 5085088 6292003 5680825 27156977 1644259 25512718 38375 39572 54033 80864 86541 299385 27456362 0.92920 0.92520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 966529 -52229 914300 993319 3210 -30000 966529 1075107 -81788 993319 507325 500000 76951 -9169 1075107 541260 -17958 -15977 507325 0.37000 0.63000 1 0 1174629 1174629 6564875 2581219 3983656 370046 264854 105192 602652 101935 500717 5764194 CLIENT DEPOSITS 135525 135525 X 7479651 -2099 168394 108296 274591 7205060 0 7205060 7021649 168394 108296 276690 6744959 0 6744959 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, 2016. THE AGENCY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 108,296. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 108,296. SLEEP OUT 278171 278171 51965 ROYAL ROOM FUNDRAISER 160700 160700 24934 2 74820 74820 31398 513691 513691 108297 108297 405394 0 SPECIFIC ASSISTANCE 824 579443 0 0 0 0 0 0 0 0 0 DIANA STANLEY CHIEF EXECUTIVE OFFICER 140500 0 0 0 4550 0 0 0 16117 0 161167 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT POLICY HAS NOT CHANGED.