2014-11-17T12:47:42-06:00 2013-12-31 208131297 SANFORD BAUMEISTER & FRAZIER LLP 512 MAIN STREET SUITE 1500 FORT WORTH TX 76102 990 2013-01-01 751985591 PRESBYTERIAN NIGHT SHELTER OF TARRANT COUNTY PRES 8176327400 PO BOX 2645 FORT WORTH TX 761132645 TOBY OWEN EXECUTIVE DIRECTOR 8176327400 2014-11-17 1 MICHAELA J CROMAR CPA P00895728 8178775000 2013 2015-11-30 17:44:51Z TOBY OWEN PO BOX 2645 FORT WORTH TX 761132645 9080046 0 X WWW.JOURNEYHOME.ORG X 1985 TX LEADING THE JOURNEY FROM HOMELESS TO HOME. 27 27 128 2252 0 0 4979196 6858126 67551 79576 147016 473230 222044 14982 5415807 7425914 690851 649440 0 0 2847877 2724190 46393 198000 555426 1254000 1324839 4839121 4896469 576686 2529445 13699119 17530777 342955 256951 13356164 17273826 X LEADING THE JOURNEY FROM HOMELESS TO HOME. 0 0 1211614 35238 79576 A. THE MAIN SHELTER AT PRESBYTERIAN NIGHT SHELTER PROVIDES SHELTER TO HOMELESS ADULT MEN AND WOMEN. IN ADDITION TO THEIR NIGHT OF STAY, THE CLIENTS RECEIVE ONE (DINNER) TO THREE MEALS PER DAY DEPENDING ON THE PROGRAM SERVICES THEY RECEIVE, SHOWER FACILITIES, AND ACCESS TO CASE MANAGEMENT SERVICES. MAIN SHELTER HOUSES ONE OTHER AGENCY THAT PROVIDES SERVICES TO SHELTER CLIENTS: JOHN PETER SMITH HOSPITAL (JPS). IN ADDITION TO SERVICES PROVIDED BY JPS, THE MAIN SHELTER HOSTS THE FORT WORTH HEALTH DEPARTMENT WHICH COMES MONTHLY TO PROVIDE FREE TB TESTING TO OUR CLIENTS, RECOVERY RESOURCE COUNCIL, MHMR OF TARRANT COUNTY, TARRANT COUNTY HOMELESS COALITION, FIRST PRESBYTERIAN CHURCH, AND ST. STEPHEN PRESBYTERIAN CHURCH. CASE MANAGEMENT SERVICES INCLUDE ASSISTANCE WITH SECURING HOUSING, EMPLOYMENT, AND SECURING INCOME (FOOD STAMPS, SSI, SSDI, ETC.). CASE MANAGERS ALSO ASSIST CLIENTS WITH OBTAINING CRITICAL DOCUMENTS SUCH AS SOCIAL SECURITY CARDS, BIRTH CERTIFICATES, AND STATE IDENTIFICATION. B. THE OBJECTIVES OF THE MAIN SHELTER CASE MANAGEMENT OFFICE ARE: 1. TO ENGAGE CONSUMERS IN SERVICES PROVIDED BY THE CASE MANAGEMENT OFFICE 2. TO CONNECT CONSUMERS WITH MAINSTREAM RESOURCES 3. TO MOVE CONSUMERS OUT OF THE CYCLE OF HOMELESSNESS 4. TO INCREASE PROGRAM STAFF AWARENESS OF THE NEEDS OF THE HOMELESS POPULATION. THE MAIN SHELTER ASSISTED 3,325 UNDUPLICATED CLIENTS DURING 2013. 713481 A. THE VETERANS PER DIEM PROGRAM PROVIDES EMERGENCY AND TRANSITIONAL LIVING SERVICES TO HOMELESS VETERANS. TO ACCESS EMERGENCY SERVICES, VETERANS CAN INITIATE CONTACT WITH PRESBYTERIAN NIGHT SHELTER STAFF IN THE MAIN SHELTER. TO ACCESS TRANSITIONAL LIVING SERVICES, VETERANS MUST BE REFERRED FROM THE LOCAL VA OFFICE. THE VA PROGRAM AT PRESBYTERAIN NIGHT SHELTER IS A MULTI-PHASED PROGRAM CONSISTING OF THREE LEVELS THAT VETERANS COMPLETE TOWARDS A SUCCESSFUL DISCHARGE. LEVELS ONE AND TWO INCLUDE NIGHTS OF STAY, THREE MEALS PER DAY, ACCESS TO SHOWER FACILITIES, CASE MANAGEMENT SERVICES, AND ASSISTANCE WITH MAINTAINING SOBRIETY. IN ADDITION, THE VETERANS RECEIVE SUPPORTIVE SERVICES FROM THE VA INCLUDING JOB PLACEMENT AND MEDICAL AND PSYCHIATRIC CARE. THE THIRD TIER OF THE VA PROGRAM INVOLVES A MOVE TO A STAND-ALONE DORMITORY STYLE HOUSING UNIT ON PRESBYTERIAN NIGHT SHELTER GROUNDS. FOLLOWING THIS TRANSITION, VETERANS FOCUS ON SECURING PERMANENT EMPLOYMENT AND PERMANENT INDEPENDENT HOUSING. CASE MANAGEMENT SERVICES ARE REQUIRED DURING ALL PHASES OF PROGRAM PARTICIPATION. CASE MANAGEMENT INCLUDES ASSISTANCE WITH SECURING HOUSING, EMPLOYMENT, AND SECURING ADDITIONAL INCOME (FOOD STAMPS, SSI, SSDI, ETC.) FOR THOSE UNABLE TO WORK. CASE MANAGERS ALSO ASSIST CLIENTS WITH OBTAINING CRITICAL DOCUMENTS SUCH AS SOCIAL SECURITY CARDS, BIRTH CERTIFICATES, AND STATE IDENTIFICATION. IN 2013, 166 INDIVIDUALS WERE SERVED. B. THE OBJECTIVES OF THE VETERANS ADMINISTRATION PER DIEM PROGRAM ARE: 1. TO MOVE CUSTOMERS OUT OF A CYCLE OF HOMELESSNESS 2. ASSIST VETERANS WITH REINTEGRATION INTO SOCIETY 3. INCREASE THE INCOME OF HOMELESS VETERANS 4. CONNECT VETERANS WITH SERVICES AVAILABLE TO THEM THROUGH THE VETERANS ADMINISTRATION. 900113 589866 HOUSING SOLUTIONS IS DESIGNED TO STABILIZE HOUSING, INCREASE INCOME AND ENHANCE SELF-DETERMINATION FOR CHRONICALLY HOMELESS INDIVIDUALS AND FAMILIES THROUGH PERMANENT SUPPORTIVE HOUSING. ASSISTANCE IN LOCATING SUITABLE HOUSING AND ONGOING INTENSIVE CASE MANAGEMENT SERVICES ARE PROVIDED TO PROGRAM PARTICIPANTS. CASE MANAGEMENT SERVICES ARE CENTERED AROUND A THOROUGH NEEDS ASSESSMENT, COLLABORATIVELY DEVELOPED GOALS, MEASURABLE OUTCOMES, AND REFERRALS TO OTHER SUPPORTIVE AND MAINSTREAM SERVICES. THE OVERALL PURPOSE OF HOUSING SOLUTIONS IS TO PROVIDE THE SAFETY AND COMFORTS OF A HOME COUPLED WITH LIFE ENRICHMENT SERVICES TO BREAK THE CYCLE OF HOMELESSNESS. QUALIFIED APPLICANTS ARE ASSISTED WITH MOVING INTO AN APARTMENT PRICED AT OR BELOW FAIR MARKET RENT. FOLLOWING AN APPROVED HOME INSPECTION, RENT REASONABLENESS, AND COMPLETED RENT CALCULATION FOR THOSE HOUSED IN TENANT PAID UTILITY HOUSING, PARTICIPANTS ARE THEN PROVIDED ASSISTANCE WITH ACQUIRING BASIC HOUSEHOLD ITEMS AND FURNITURE. RENTAL PAYMENTS ARE MADE DIRECTLY TO LANDLORDS. CASE MANAGEMENT VISITS ARE CONDUCTED WEEKLY TO SUPPORT CLIENTS IN BECOMING SUCCESSFUL COMMUNITY MEMBERS THROUGH MAKING USE OF SUPPORTS AVAILABLE TO CLIENTS, ASSISTING CLIENTS WITH SHOPPING AND COOKING, INCREASING COMMUNICATION SKILLS, KEEPING APPOINTMENTS, AND BUILDING SKILLS AROUND OTHER DAILY LIVING ACTIVITIES. CASE MANAGERS FREQUENTLY AID CLIENTS TO MEET THEIR NEEDS FOR SERVICES INCLUDING EMPLOYMENT, EDUCATION, SUBSTANCE ABUSE, AND PHYSICAL AND MENTAL HEALTH. INDIVIDUAL SERVICE PLANS WILL ADDRESS CLIENT NEEDS AND GOALS THROUGHOUT THE PROGRAM. INDIVIDUAL SERVICE PLANS WILL BE REVIEWED AND UPDATED ON A REGULAR BASIS TO ASSIST CLIENTS IN CREATING AND MEETING ONGOING GOALS. HOUSING SOLUTIONS SERVED 121 CLIENTS IN 2013. 1056261 24336 THE LOWDON SCHUTTS SHELTER FOR WOMEN AND CHILDREN AT PNS PROVIDES EMERGENCY SHELTER SERVICES TO HOMELESS WOMEN WITH HIGH RISK PRENANCIES AND WOMEN WITH CHILDREN. THIS SHELTER IS THE ONLY ONE OF ITS KIND IN FORT WORTH THAT ACCEPTS WOMEN WITH TEENAGE CHILDREN. IN ADDITION TO THEIR NIGHTS OF STAY, THE CLIENT RECEIVES THREE MEALS A DAY AND TWO SNACKS FOR THE CHILDREN. THE FAMILIES ALSO HAVE ACCESS TO SHOWER FACILITIES, CASE MANAGEMENT SERVICES AND LIFE SKILLS CLASSES. THE LOWDON SCHUTTS WOMEN & CHILDREN EMERGENCY SHELTER PROGRAM COLLABORATES WITH COOK'S CHILDREN'S HOSPITAL WHICH MEETS WITH CLIENTS WEEKLY TO ASSESS THEIR HEALTH AND WELL BEING. IN ADDITION TO A PROGRAM MANAGER, TWO CASE MANAGERS WORK WITH THE PARENT TO ENSURE COMPLIANCE WITH THE LOCAL SCHOOL DISTRICT GUIDELINES AND CONDUCTING ACTIVITIES TO ENHANCE THE CHILD'S OVERALL WELL BEING. CASE MANAGEMENT SERVICES INCLUDE ASSISTANCE WITH SECURING HOUSING, EMPLOYMENT AND SECURING ADDITIONAL INCOME (FOOD STAMPS, SSI, SSDI, ETC.) FOR THOSE ABLE TO WORK. CASE MANAGERS ALSO ASSIST CLIENTS WITH OBTAINING CRITICAL DOCUMENTS SUCH AS SOCIAL SECURITY CARDS, BIRTH CERTIFICATES AND STATE IDENTIFICATION. IN 2013, THIS PROGRAM SERVED APPROXIMATELY 225 SINGLE PARENT FAMILIES WITH A TOTAL OF 669 INDIVIDUALS. THE OBJECTIVES OF THE LOWDON SCHUTTS WOMEN & CHILDREN SHELTER PROGRAM ARE 1. TO MOVE CONSUMERS OUT OF THE CYCLE OF HOMELESSNESS, 2. TO INCREASE PARENTING SKILLS AND 3. TO DECREASE THE NEED FOR CRISIS INTERVENTION WITH THESE FAMILIES INCLUDING REFERRALS TO CPS AND CALLS FOR EMERGENCY SERVICES. SAFE HAVEN IS A TRANSITIONAL HOUSING PROGRAM WITHOUT LENGTH OF STAY REQUIREMENTS DESIGNED TO SERVE INDIVIDUALS WHO HAVE A SEVERE MENTAL ILLNESS. INDIVIDUALS MAY ALSO STRUGGLE WITH ADDICTION TO SUBSTANCES, DOMESTIC VIOLENCE, OR MAY BE A VETERAN OF THE ARMED FORCES. THE MIMI HUNTER FITZGERALD SAFE HAVEN PROGRAM OFFERS THE RESIDENTS INTENSIVE CASE MANAGEMENT, GROUP SUPPORT OPPORTUNITIES, LIFE SKILLS EDUCATION AND OTHER SUPPORTS TO INCREASE THEIR STABILITY. THROUGH A PARTNERSHIP WITH TARRANT COUNTY MENTAL HEALTH MENTAL RETARDATION (MHMR) SERVICES, RESIDENTS RECEIVE PSYCHIATRIC MEDICATION MANAGEMENT, MONITORING AND CRISIS STABILIZATION AT THE LOCAL MHMR CLINIC. THE PROGRAM, LOCATED ON THE CAMPUS OF THE PRESBYTERIAN NIGHT SHELTER, OFFERS SAFE, COMFORTABLE HOUSING FOR 10 MEN AND 10 WOMEN, MEALS AND ASSISTANCE WITH CLOTHING AND HYGIENE SUPPLIES. 43 UNDUPLICATED CLIENTS WERE SERVED IN 2013. 1056261 24336 3881469 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 79 0 1 128 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X COURTNEY B GREGORY 8176327428 1015 RIVERSIDE DR FORT WORTH TX 76111 TOMMY GLENN CHAIRMAN 0.50 X X 0 0 0 ED BEWLEY DIRECTOR 0.50 X 0 0 0 WARNER BAILEY DIRECTOR 0.50 X 0 0 0 CHAD BOLEN TREASURER - OUTGOING 0.50 X X 0 0 0 BILL GREENHILL DIRECTOR 0.50 X 0 0 0 MEREDYTH HALLER DIRECTOR 0.50 X 0 0 0 GENE A JONES DIRECTOR 0.50 X 0 0 0 ADAM MCCANE TREASURER - INCOMING 0.50 X X 0 0 0 ROBERT W KELLY DIRECTOR 0.50 X 0 0 0 KATIE FARMER DIRECTOR 0.50 X 0 0 0 BJ LACASSE DIRECTOR 0.50 X 0 0 0 RACHEL NAVEJAR DIRECTOR 0.50 X 0 0 0 JANEEN LAMKIN SECRETARY 0.50 X X 0 0 0 KELSEY PATTERSON DIRECTOR 0.50 X 0 0 0 DAN E LOWRANCE DIRECTOR 0.50 X 0 0 0 NANCY RAMSAY VICE CHAIR 0.50 X X 0 0 0 MATT MILDREN DIRECTOR 0.50 X 0 0 0 NANDA REAMY DIRECTOR 0.50 X 0 0 0 STEVE MCLAURIN DIRECTOR 0.50 X 0 0 0 JERE ROBERTSON DIRECTOR 0.50 X 0 0 0 REVEREND DR FRITZ RITSCH DIRECTOR 0.50 X 0 0 0 PHILLIP SCHUTTS DIRECTOR 0.50 X 0 0 0 JIM SMITH DIRECTOR 0.50 X 0 0 0 MANDY STORM DIRECTOR 0.50 X 0 0 0 KARL TRAVIS DIRECTOR 0.50 X 0 0 0 FRED WHITE DIRECTOR 0.50 X 0 0 0 JUDY STRONG DIRECTOR 0.50 X 0 0 0 TOBY OWEN EXECUTIVE DIREC 40.00 X 108802 0 5038 COURTNEY GREGORY FINANCE MANAGER 40.00 X 58259 0 4830 167061 0 9868 1 0 0 0 HUNTINGTON PLACE APTS LTD 4900 BRYANT IRVIN RD N FORT WORTH TX 76107 CLIENT RENT 165692 1 235168 263948 2016175 4342835 109335 6858126 BED/LOCKER RENTAL 900099 65956 65956 COFFEE SHOP/VENDOR 722210 13620 13620 79576 120367 120367 58859 58859 7850 0 7850 7850 7850 1924889 1572026 352863 352863 352863 9600 263948 79606 -70006 -70006 3600 2500 1100 1100 2765 0 2765 2765 MISCELLANEOUS INCOME 900099 7212 7212 NESNA REVENUE 900099 7202 7202 14414 7425914 79576 0 488212 649440 649440 176929 22768 131393 22768 2141458 1842064 104802 194592 212992 187178 11505 14309 192811 157253 19996 15562 8689 8689 22300 22300 198000 198000 31886 31886 8045 2045 6000 29228 29228 59581 10728 23529 25324 69762 53973 9153 6636 538513 509261 21839 7413 25965 15823 4060 6082 287860 244681 28786 14393 51940 46341 5599 MEALS AND KITCHEN 91050 91050 CONTRACT LABOR 46319 42135 4184 MISCELLANEOUS 25153 7336 3488 14329 EQUIPMENT REPAIRS 23104 66 23038 5444 1372 3282 790 4896469 3881469 459574 555426 622201 288846 140503 2210212 253491 682835 526056 241632 9933 90922 8531100 3547164 4792776 4983936 7354159 9032394 13699119 17530777 252655 236151 90300 20800 342955 256951 X 13297689 15482451 58475 1791375 13356164 17273826 13699119 17530777 2529445 1388217 0 X 0 1 X 1 1 1 X 3581821 4146415 6104805 4988796 6867726 25689563 3581821 4146415 6104805 4988796 6867726 25689563 2093841 23595722 93512 224745 148072 430308 187076 1083713 100600 7200 14323 14414 136537 26909813 2748924 0.87680 0.89710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7412635 3158395 1678234 825495 11423769 5318552 420514 2113165 439596 7412635 4891972 375459 355530 304409 5318552 4060794 103295 859677 131794 4891972 2125321 1580530 381692 26749 4060794 0.84320 0.15680 0 0 638554 638554 6267274 2383230 3884044 1002463 696194 306269 622809 467740 155069 4983936 8791843 1388217 9600 1397817 7394026 31888 31888 7425914 4874181 9600 9600 4864581 31888 31888 4896469 PART V, LINE 4: THE ENDOWMENT FUND OF THE PRESBYTERIAN NIGHT SHELTER (PNS)CONSISTS LARGELY OF BOARD DESIGNATED FUNDS. THIS FUND WAS CREATED IN 1996 TO SUPPORT THE PROGRAMS AND ACTIVITIES OF PNS. ALL UNRESTRICTED GIFTS OF $100,000 OR MORE ARE DEPOSITED TO THE FUND AND THE BOARD PERIODICALLY ADDS FUNDS NOT NEEDED CURRENTLY FOR OPERATIONS. THE BOARD ALSO APPROVES AN ANNUAL DRAW-DOWN FOR OPERATING NEEDS THAT IS BASED ON A PERCENTAGE OF A THREE-YEAR ROLLING AVERAGE VALUE OF THE FUND. IF ADDITIONAL OPERATING FUNDS ARE NEEDED, THEY CAN BE RELEASED WITH A 75% AFFIRMATIVE VOTE OF THE BOARD. X X 1 M GALE & ASSOCIATES LLC 209 W 2ND STREET SUITE 233 FORT WORTH TX 76102 CAMPAIGN MANAGEMENT 0 1985127 108000 1877127 ZACHRY ASSOCIATES PO BOX 1739 ABILENE TX 79604 DIRECT MAILINGS 0 174410 90000 84410 2159537 198000 1961537 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY GALA 224220 224220 64576 GOLF TOURNAMENT 49328 39728 9600 15030 273548 263948 9600 79606 79606 -70006 1 RENTAL, UTILITY ASSISTANCE 154 599697 TRANSPORTATION 80 33010 GENERAL ASSISTANCE 119 16733 PART I, LINE 2: GRANTS ARE MADE IN THE COURSE OF THE PRESBYTERIAN NIGHT SHELTER'S PROGRAMS. THEY ARE CLOSELY MONITORED AND GENERALLY PAID DIRECTLY TO THE PROVIDER OF THE SERVICES FOR WHICH THEY ARE GRANTED. X 1 106835 FMV - OFFERS TO PURCHASE X RAFFLE PRIZE 1 2500 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 LINE 11A EXPLANATION - PRESBYTERIAN NIGHT SHELTER UTILIZES THE FOLLOWING REVIEW PROCESS BEFORE FILING THE 990 AND ATTACHMENTS WITH THE IRS. THE EXECUTIVE MANAGEMENT REVIEWS THE RETURN IN DETAIL WITH THE PAID PREPARER; THE RETURN IS THE FORWARDED TO ALL MEMBERS OF THE BOARD PRIOR TO SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS EACH BOARD MEMBER IS REQUIRED TO SIGN THE DISCLOSURE STATEMENT WHICH REQUIRES BOARD MEMBERS TO SPECIFICALLY DETAIL ANY INDIVIDUAL OR BUSINESS-RELATED EXCEPTIONS THAT MAY APPLY. THE EXCEPTIONS ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND PROCEDURES ARE FOLLOWED TO DETERMINE IF A CONFLICT EXISTS AND APPROPRIATE ACTIONS TO TAKE. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT OFFICERS OF THE BOARD OF DIRECTORS MEET TO CONSIDER OFFICER/KEY EMPLOYEE SALARIES, PARTICULARLY THE EXECUTIVE DIRECTOR'S, WHEN A NEW OFFICER/KEY EMPLOYEE IS HIRED, AND AS THEY FEEL IT IS NECESSARY AFTER THAT. THEY THEN MAKE A RECOMMENDATION TO THE FULL BOARD, WHICH MUST APPROVE IT. PRESBYTERIAN NIGHT SHELTER OBTAINS A SALARY SURVEY EVERY OTHER YEAR TO PROVIDE COMPARATIVE DATA FOR SALARY DECISIONS. ONCE A SALARY LEVEL HAS BEEN DETERMINED BY THE BOARD OF DIRECTORS, THE BOARD CAN APPROVE A BONUS IF IT FEELS THAT THE INDIVIDUAL HAS MET AND/OR EXCEEDED PERFORMANCE GOALS SET BY THE BOARD. ADDITIONALLY, THE ORGANIZATION WILL GIVE ACROSS-THE-BOARD RAISES TO THE MAJORITY OF EMPLOYEES BASED ON THE OUTCOME OF THE INDIVIDUAL'S ANNUAL REVIEW, MARKET CONDITIONS AND THE FINANCIAL CONDITION OF THE ORGANIZATION. THESE ARE APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGETING PROCESS. OFFICERS RECEIVE THE SAME % RAISES AS OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 UPON PUBLIC REQUEST AND SUBMISSION OF WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR, GOVERNING DOCUMENTS, POLICIES, AND PROCEDURES ARE AVAILABLE FOR THE GENERAL PUBLIC TO REVIEW AT THE PNS ADMINISTRATIVE OFFICE.