2016-01-12T07:34:42-06:00 2015-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2014-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 ROBERT A KATZEN TREASURER 5614940125 2016-01-12 1 RICHARD JUBACK P00630706 5617989988 2014 2016-04-25 22:37:26Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 8005116 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. 20 20 129 369 0 0 5085088 6292003 864553 1057774 591185 172018 286823 287653 6827649 7809448 466416 458728 0 0 3847330 3954186 0 0 451537 1968680 1985105 6282426 6398019 545223 1411429 10222264 11552939 1009783 1046310 9212481 10506629 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 PORGRAMS 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 2351642 321877 75518 HOUSING:ON ANY GIVEN NIGHT, THE ORGANIZATION IS CAPABLE OF HOUSING A TOTAL OF 250 HOMELESS MEN, WOMEN AND CHILDREN. HOUSING IS PROVIDED AT OUR MEN'S CAMPUS, FAMILY CAMPUS, BURCKLE PLACE (A PROGRAM FOR SINGLE WOMEN), AND APARTMENTS LOCATED THROUGHOUT THE COMMUNITY.FROM 7/01/2014 TO 6/30/2015, 296 INDIVIDUALS WERE RESIDENTS IN THE LORD'S PLACE HOUSING PROGRAMS. THERE WERE 51 FAMILIES SERVED CONSISTING OF 91 CHILDREN AND 65 ADULTS. 94% WERE NO LONGER HOMELESS AT THE END OF THE YEAR. 121 INDIVIDUALS AND FAMILY MEMBERS LEFT OUR HOUSING PROGRAM DURING THE YEAR. OF 17 FAMILIES, 14 OR 82% LEFT TO STABLE HOUSING. 12 OF 17 OR 71% OF ADULT FAMILY MEMBERS LEFT WITH EMPLOYMENT. 63% OF ALL ADULTS WHO EXITED OUR HOUSING PROGRAMS LEFT WITH JOBS AND INCREASED EARNED INCOME AND SAVINGS. HOUSING RESIDENTS SAVED AN AVERAGE OF $1,184 BY THE TIME OF PROGRAM EXIT. 883607 14415 JOB TRAINING & EMPLOYMENT:OUR EMPLOYMENT SERVICES OFFER DIVERSE PROGRAMMING (APPRENTICESHIPS, TRAINING, EDUCATION CLASSES, JOB COACHING) TO HELP CLIENTS GAIN MEANINGFUL EMPLOYMENT. FROM 7/01/2014 TO 6/30/2015, 398 INDIVIDUALS ENROLLED IN OUR JOB TRAINING AND EMPLOYMENT PROGRAMS. 245 INDIVIDUALS PARTICIPATED IN OUR JOB READINESS CLASSROOM TRAINING PROGRAM AND 209 OR 85% SUCCESSFULLY GRADUATED. 71 INDIVIDUALS PARTICIPATED IN OUR APPRENTICESHIP TRAINING PROGRAMS. OUR JOB TRAINING AND EMPLOYMENT PARTICIPANTS RECEIVBED 114 JOB OFFERS. 1526955 9559 914275 SOCIAL ENTERPRISES:THE MISSION OF THE LORD'S PLACE SOCIAL ENTERPRISE BUSINESSES IS TO CREATE JOBS FOR INDIVIDUALS WITH SIGNIFICAT 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 THREE SOCIAL ENTERPRISE BUSINESSES IN 2014, THE LORD'S PLACE THRIFT STORE, THE CAFE JOSHUA CATERING COMPANY, AND NEW JOSHUA LANDSCAPING. THE THREE PROGRAMS EMPLOYED 30 FORMERLY HOMELESS MEN AND WOMEN. OF 33 NEW EMPLOYEES HIRED BY THE LORD'S PLACE FROM 7/01/2014 TO 6/30/2015, 17 OR 55% WERE PROGRAM PARTICIPANTS. 728820 112877 161853 COMMUNITY ENGAGEMENT (BENEIFTS 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 ACCESS LIFESAVING HELATH AND INCOME BENEFITS. UTILIZING THE BEST PRACTICE SOAR (SSI/SSDI/OUTREACH, ACCESS AND RECOVERY)PROGRAM, OUR AGENCY EMPLOYS WELL TRAINED BENEFIT NAVIGATORS TO 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 OUR ORGANIZATION THE ABILITY TO OFFER INDIGNANT 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. 80% OF ALUMNI HAVE REMAINED FREE OF EMERGENCY ROOM VISITS. 96% HAVE REMAINED FREE OF CRIMINAL CONVECTIONS. 88% HAVE REMAINED FREE OF PSYCHIATRIC HOSPITALIZATIONS.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.THE TRANSITION FROM JAIL TO COMMUNITY PROJECT SERVED 200 PARTICIPANTS. A RECIDIVISM RATE OF 34.5% COMPARED FAVORABLY TO THE 44% RATE REPORTED BY THE PEW CENTER AND THE 50% JAIL RECIDIVISM RATE REPORTED NATIONALLY. THE NET BENEFIT OF THE FOUR YEAR PROGRAM IS COST SAVINGS OF $2,544,696 DOLLARS TO THE COUNTY AND THE PEOPLE OF PALM BEACH COUNTY. FOR EVERY DOLLAR THE PROGRAM HAS SPENT, IT HAS SAVED THE COUNTY AND ITS PEOPLE $2.89. THE RESTORE PROGRAM IS FOR INDIVIDUALS RETURNING FROM PRISON. OF 157 SERVED, ONLY 7.62% HAVE RTURNED TO PRISON.CLINICAL SERVICES:CLIENTS WITH UNTREATED OR MISMANAGED HEALTH CONERNS CAN DISPLAY ERRATIC, UNPREDICTABLE BEHAVOR 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 MEDIAL 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 350 INDIVIDUALS UNDER THIS PROGRAM. 92% OF THOSE WHO LEFT OUR MENTAL HEALTH PROGRAM WERE MEDICALLY STABLE AT TIME OF DISCHARGE. 86% WERE CONNECTED WITH A MEDICAL HOME AT TIME OF DISCHARGE. 96% HAD HEALTH INSURANCE. 86% WERE STABLY HOUSED. 68% WERE EMPLOYED OR RECEIVING SOCIAL SECURITY DISABILITY BENEFITS. OF THOSE WHO LEFT THE PROGRAM, 42 HAD PSYCHIATRIC HOSPITAL DIVERSIONS AND 28 HAD MEDICAL HOSPITAL DIVERSIONS WHILE IN THE PROGRAM. 728820 112877 161853 5491024 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 129 1 0 0 0 0 1 1 1 1 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 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 KELLY MOORE DIRECTOR 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 ROBERT VAN GIESON DIRECTOR 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 BENJAMIN DEWER 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 DIANA STANLEY CHIEF EXECUTIVE OFFICER 60.00 X 128094 0 12116 128094 0 12116 1 0 0 0 0 377167 12000 2053811 3849025 6292003 SOCIAL ENTERPRISE REVE 721000 914275 914275 RESIDENCE FEES 721000 75518 75518 CONTRACT REVENUE 721000 65331 65331 CAFE JOSHUA LUNCH SALE 721000 2650 2650 1057774 80864 80864 164606 73452 91154 91154 91154 407151 12000 122216 284935 284935 MISCELLANEOUS REVENUE 721000 2718 2718 2718 7809448 1151646 0 365799 458728 458728 128094 128094 3049236 2708892 92798 247546 60697 51748 4220 4729 455796 388597 31688 35511 260363 221977 18101 20285 3742 3742 19827 19827 41277 41277 7029 5963 1066 106080 79604 26476 708578 666506 42072 143534 128011 15523 31852 31852 217283 210889 6394 FOOD & SUPPLIES 317402 316745 657 OTHER COSTS 317135 152687 20982 143466 STIPENDS 68825 68825 CLIENT & MENTAL HEALTH 2541 2541 6398019 5491024 455458 451537 195254 1009714 4110989 3380623 570138 1655393 61466 34433 44802 8207124 2760619 5234642 5446505 7648 6682 7694 9220 10222264 11552939 183043 193679 67473 81167 696253 663901 63014 107563 1009783 1046310 X 7057236 7243755 1580138 2687767 575107 575107 9212481 10506629 10222264 11552939 1411429 -117281 0 X X 0 1 X 1 1 1 X 4103701 3836265 6262796 5085088 6292003 25579853 4103701 3836265 6262796 5085088 6292003 25579853 1710577 23869276 5700 38375 39572 54033 80864 218544 25798397 0.92520 0.91260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 993319 -31790 1025109 1075107 -81788 993319 507325 500000 76951 -9169 1075107 541260 -17958 -15977 507325 543692 44489 -46921 541260 0.57900 0.42100 1 0 1174630 1174630 6522052 2403850 4118202 382092 256313 125779 128350 100456 27894 5446505 CLIENT DEPOSITS 107563 107563 X 8053029 -117281 238646 122216 243581 7809448 0 7809448 6758881 238646 122216 360862 6398019 0 6398019 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, 2015. 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 122,216. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 122,216. SLEEP OUT 204937 12000 192937 2238 2944 2700 46130 ROYAL ROOM FUNDRAISER 126805 126805 14730 500 13658 1 87409 87409 24103 15213 419151 12000 407151 41071 2944 3200 75001 122216 284935 0 SPECIFIC ASSISTANCE 1328 458728 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.