2014-05-14T09:14:12-05:00 2013-06-30 271728945 O'CONNOR DAVIES LLP ONE STAMFORD LANDING STAMFORD CT 06902 990 2012-07-01 061172535 INSPIRICA INC INSP 2033880100 141 FRANKLIN STREET STAMFORD CT 06901 BILL AVERY 2033880119 2014-05-14 1 ROBIN STRONG P00713382 2033232400 2014-05-13 2012 2015-11-30 17:44:51Z JASON SHAPLEN 141 FRANKLIN STREET STAMFORD CT 06901 7966514 0 X WWW.INSPIRICACT.ORG X 1987 CT INSPIRICA'S MISSION IS TO BREAK THE CYCLE OF HOMELESSNESS BY HELPING PEOPLE ACHIEVE - AND MAINTAIN - PERMANENT HOUSING AND STABILITY IN THEIR LIVES. THE ORGANIZATION OWNS AND/OR OPERATES, SHELTERS, TRANSITIONAL HOUSING, PERMANENT SUPPORTIVE HOUSING AND AFFORDABLE HOUSING. THE ORGANIZATION FURTHER PROVIDES COMPREHENSIVE SUPPORT SERVICES THAT ADDRESS NOT JUST THE PHYSICAL REASONS PEOPLE ARE HOMELESS, BUT ALL THE UNDERLYING REASONS THEY ARE HOMELESS. SUCH SERVICES INCLUDE COUNSELING, CASE MANAGEMENT, WORKFORCE EDUCATION, VOCATIONAL TRAINING, JOB PLACEMENT, CHILDREN'S SERVICES (INCLUDING AND AFTER-SCHOOL PROGRAM) AND ACCESS TO HEALTH CARE, DENTAL CARE, PSYCHIATRIC CARE, SUBSTANCE ABUSE CARE, ETC. 22 22 140 2000 0 0 4654665 6748694 568050 1157759 -37724 26684 19336 14959 5204327 7948096 0 0 0 0 2852848 3353625 0 0 371157 1876196 2096421 4729044 5450046 475283 2498050 8238964 15530494 1231032 6050854 7007932 9479640 X INSPIRICA'S MISSION IS TO BREAK THE CYCLE OF HOMELESSNESS BY HELPING PEOPLE ACHIEVE - AND MAINTAIN - PERMANENT HOUSING AND STABILITY IN THEIR LIVES. THE ORGANIZATION OWNS AND/OR OPERATES, SHELTERS, TRANSITIONAL HOUSING, PERMANENT SUPPORTIVE HOUSING AND AFFORDABLE HOUSING. 1 0 1412152 17602 HOMELESS PROGRAMS - EMERGENCY SHELTER/TRANSITIONAL HOUSING AND SUPPORT FOR FAMILIES AND SINGLE WOMEN. IN FY 2013 INSPIRICA SERVED 76 FAMILIES IN EMERGENCY SHELTER AND TRANSITIONAL HOUSING AS WELL AS 131 SINGLE WOMEN IN EMERGENCY SHELTER. IN ADDITION TO RECEIVING HOUSING SERVICES, ALL PARTICIPANTS ALSO RECEIVED INTEGRATED CASE MANAGEMENT, GENERAL COUNSELING, DRUG AND ALCOHOL ABUSE COUNSELING, MARRIAGE AND FAMILY THERAPY (PRIMARILY FAMILY PROGRAM), WORKFORCE EDUCATION, VOCATIONAL TRAINING, EMPLOYMENT & JOB PLACEMENT SERVICES, HOUSING PLACEMENT, JOB/HOUSING RETENTION SERVICES, CHILDREN'S SERVICES, ETC. IN ADDITION TO THESE IN-HOUSE SERVICES PARTICIPANTS RECEIVED DIRECT ACCESS TO SERVICES SUCH AS MEDICAL AND DENTAL CARE, IN PATIENT SUBSTANCE ABUSE TREATMENT, PSYCHIATRIC CARE, HEAD START/EARLY HEAD START(FAMILIES ONLY), ETC. THROUGH A NETWORK OF FORMAL STRATEGIC PARTNERSHIPS. 1044741 639563 PERMANENT SUPPORTIVE HOUSINGIN FY 2013 INSPIRICA SERVED 104 PEOPLE IN PERMANENT SUPPORTIVE HOUSING IN THE FOLLOWING FACILITIES: COLONY APARTMENTS (32), ATLANTIC PARK APARTMENTS(27), ROSE PARK APARTMENTS(7), METCALF HOUSE(10),24 WOODLAWN (14), GEORGETOWN (6), AND MCKINNEY HOUSE(8). IN ADDITION TO RECEIVING HOUSING, ALL PARTICIPANTS IN THE ABOVE PROGRAMS ALSO RECEIVED THE SAME COMPREHENSIVE, INTEGRATED SERVICES LISTED ABOVE. 595359 76942 MENTAL ILLNESS PROGRAMS - OUTREACH, JAIL DIVERSION, AND TRANSITIONAL HOUISNG & SUPPORT SERVICES FOR INDIVIDUALS WITH MENATL ILLNESS.IN FY 2013 INSPIRICA SERVED 35 PEOPLE IN OUTREACH, 10 PEOPLE IN JAIL DIVERSION, AND 29 PEOPLE IN TRANSITIONAL HOUSING. ALL INDIVIDUALS SUFFERED FROM PERSISTANT, SERIOUS MENTAL ILLNESS. THE OUTREACH PROGRAM PROVIDES RETENTION SUPPORT FOR PEOPLE WHO ARE LIVING ON THEIR OWN IN THE COMMUNITY BUT NEED SOME FORM OF SUPPORT SERVICES. THE JAIL DIVERSION PROGAM PROVIDES AN ALTERNATIVE FOR PEOPLE ALLEGED TO HAVE COMMITTED NON-VIOLENT CRIMES AS THEIR CASES MOVE THROUGH THE LEGAL SYSTEM. THE TRANSITIONAL HOUSING PROGRAM PROVIDES HOUSING AND SUPPORT SERVICES TO PEOPLE WHO HAVE BEEN DISCHARGED FROM MENTAL HEALTH INSTITUTIONS OR GROUP HOMES BUT ARE NOT YET ABLE TO LIVE INDEPENDENTLY. IN ADDITION TO RECEIVING HOUSING ALL PARTICIPANTS IN THE ABOVE PROGRAMS ALSO RECEIVED THE SAME COMPREHENSIVE, INTEGRATED SERVICES LISTED ABOVE. 1595938 451289 OTHER PROGRAMS INCLUDE WORKFORCE EDUCATION, VOCATIONAL TRAINING, JOB PLACEMENT, CHILDREN'S SERVICES (INCLUDING AND AFTER-SCHOOL PROGRAM) AND ACCESS TO HEALTH CARE, DENTAL CARE, PSYCHIATRIC CARE, SUBSTANCE ABUSE CARE ETC. 1595938 451289 4648190 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 31 0 1 140 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X JASON SHAPLEN 2033880119 141 FRANKLIN STREET STAMFORD CT 06901 BILL AVERY 10.00 X X 0 0 0 CAROLYN BAXTER 2.00 X 0 0 0 RUTH CARDIELLO 2.00 X 0 0 0 DONNA CHRISTENSEN 2.00 X 0 0 0 BARRY COUTANT 2.00 X 0 0 0 ANTHONY GAGLIO 2.00 X 0 0 0 HARRY GELLER 2.00 X 0 0 0 NANCY GRAMPS 2.00 X 0 0 0 MICHAEL HAYES 2.00 X X 0 0 0 KIM HENDERSON 2.00 X 0 0 0 DAVE HUNT 2.00 X 0 0 0 PATRICIA LYDON 2.00 X 0 0 0 ROBERT MENDELSOHN 2.00 X X 0 0 0 JAMES METZGER 2.00 X X 0 0 0 LAWRENCE SKEATS 2.00 X 0 0 0 JOAN P NEUSCHELER 2.00 X 0 0 0 THE REVEREND DR JAMES WHEELER 2.00 X 0 0 0 SHELAGH CURRAN O'HARA 2.00 X 0 0 0 BOB ROSEN 2.00 X X 0 0 0 MARCIA MEINERTH 2.00 X X 0 0 0 JEREMY BUDZIAN 2.00 X 0 0 0 KAY MAXWELL 2.00 X 0 0 0 JASON SHAPLEN 40.00 X 233528 0 341 ARNOLD MORSE 40.00 0.00 X 59402 0 8740 THOMAS MARALLO 40.00 X 109237 0 20316 402167 0 29397 2 0 1 0 EMERSON CONSTRUCTION 34 TASHUA ROAD TRUMBULL CT 06611 CONSTRUCTION 370032 PHILADELPHIA INSURANCE PO BOX 70251 PHILADELPHIA PA 19176 CORPORATE INSURANCE 133694 2 78773 3096676 3573245 172077 6748694 TENANT INCOME 531110 1101500 1101500 CAFE INCOME 722210 19467 19467 OTHER INCOME 900099 19252 19252 LAUNDRY 812300 17540 17540 1157759 26684 26684 5940 78773 18418 -12478 -12478 INSURANCE CLAIMS 900099 27437 27437 27437 7948096 1185196 0 14206 363296 187231 141394 34671 2388510 2140277 39769 208464 220364 204011 4617 11736 381455 337249 16215 27991 24194 24194 39755 39755 81245 81245 127121 60893 47719 18509 13483 1305 1100 11078 101680 73717 12930 15033 32131 27290 283 4558 718606 702674 3567 12365 18838 16844 1730 264 14035 4835 8250 950 412435 404537 2264 5634 149365 140800 513 8052 CLOTHING, HOUSEHOLD GOO 84777 84777 FOOD 70225 70225 PROGRAM SUPPLIES 56392 56223 45 124 CLIENT SUPPORT & MEALS 49280 49055 86 139 102859 62053 29217 11589 5450046 4648190 430699 371157 202134 293216 1686361 2291612 167995 454093 70930 43972 20076 49006 15199944 5378438 5241468 9821506 845182 850000 1731907 8238964 15530494 273967 483965 16539 16539 881093 5475688 59433 74662 1231032 6050854 X 5204259 7135233 1803673 2344407 0 0 7007932 9479640 8238964 15530494 2498050 -29948 3606 0 X X 0 1 X 1 1 1 X 4526625 4606282 4755415 4654665 6576617 25119604 4526625 4606282 4755415 4654665 6576617 25119604 940779 24178825 112 1567 2598 2546 26684 33507 119137 32779 28565 27437 207918 25361029 3332161 0.95340 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2889819 346361 50 3236130 2955175 67627 132983 2889819 2660898 429277 135000 2955175 2457153 323745 120000 2660898 2988984 -412272 119559 2457153 0.89000 0.11000 0 1 1 1593942 1593942 10809273 4200653 6608620 1921148 619164 1301984 784733 493133 291600 90848 65488 25360 9821506 DONATED PROPERTY 850000 RESTRICTED DEPOSITS AND FUNDED RESERVES 881907 1731907 SECURITY DEPOSITS 23412 DUE TO SAINT LUKE'S COMMUNITY SERVICE FOUNDATION, INC. 51250 74662 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2010. INVESTED IN PEOPLE 84713 78773 5940 7643 660 10115 84713 78773 5940 7643 660 10115 18418 -12478 X X X X X 0 0 0 0 0 0 0 0 0 JASON SHAPLEN 233528 0 0 0 0 0 0 0 341 0 233869 0 0 0 X 84776 ESTIMATED COST X 4 27133 MARKET VALUE X 2 ESTIMATED FAIR VALUE X 70225 ESTIMATED COST 0 0 0 0 NON REPORTING OF REVENUE: PART I, LINE 33: RESIDENTIAL REAL ESTATE PROPERTY RECEIVED WAS VALUED AT THE SAME VALUE OF LIABILITIES ASSUMED RESULTING IN A NET CONTRIBUTION OF ZERO. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 INSPIRICA IS ONE OF THE LARGEST PROVIDERS OF SERVICES TO THE HOMELESS IN CONNECTICUT AND THE LARGEST IN LOWER FAIRFIELD COUNTY. EACH NIGHT WE HOUSE APPROXIMATELY 250 PEOPLE, AND EACH YEAR WE SERVE OVER 700 PEOPLE. WE OPERATE 12 FACILITIES IN LOWER FAIRFIELD COUNTY AND PROVIDE AN EXTENSIVE ARRAY OF SUPPORT SERVICES, INCLUDING VOCATIONAL TRAINING, WORKFORCE EDUCATION, JOB PLACEMENT, HOUSING PLACEMENT, JOB & HOUSING RETENTION SUPPORT, CHILDREN'S SERVICES, COUNSELING, CASE MANAGEMENT, AND MUCH MORE. WE FURTHER PROVIDE DIRECT ACCESS TO MEDICAL CARE, MENTAL HEALTH CARE, PSYCHIATRIC CARE, DENTAL CARE, AND SUBSTANCE ABUISE TREATMENT, ETC. THROUGH A NETWORK OF STRATEGIC PARTNERSHIPS. FORM 990, PART VI, SECTION A, LINE 2 JIM METZGER AND NANCY GRAMPS ARE IN-LAWS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD WAS PROVIDED WITH AN ELECTRONIC COPY OF THE FORM 990 PRIOR TO FILING. THE 990 WAS REVIEWED INDIVIDUALLY AND COLLECTIVELY ON A CONFERENCE CALL PRIOR TO FILING. THE FORM 990 WAS REVIEWED IN DETAIL BY THE AUDIT, BUDGET & FINANCE COMMITTEES PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND EMPLOYEES SIGN A CONFLICT OF INTEREST FORM ANNUALLY. AT ITS FIRST MEETING OF EACH FISCAL YEAR THE BOARD MEETING AGENDA WILL INCLUDE AN ITEM ON CONFLICT OF INTEREST, REMINDING ALL BOARD MEMBERS OF THEIR COMMITMENT TO ADHERE TO THE POLICY AND ASKING IF THERE ARE ANY KNOWN OR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CEO, CFO, COO, AND CHIEF PROGRAM OFFICER INCLUDED COMMISSIONING A COMPREHENSIVE COMPENSATION SURVEY BY AN INDEPENDENT ENTITY. THE SURVEY WAS COMPLETED IN FY 2012 AND INCLUDED COMPENSATION DATA FOR THE ABOVE POSITIONS AT SIMILAR NOT-FOR-PROFIT ORGANIZATIONS IN SOUTHWEST CT. THE DATA WAS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL AT THE TIME THE SURVEY WAS COMPLETED. THE CEO'S SALARY FOR FY13 WAS DETERMINED BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZED THE ABOVE SURVEY IN DETERMINING THE CEO'S SALARY. IT FURTHER BASED ITS DECISIONS ON A COMPREHENSIVE 360-DEGREE PERFORMANCE REVIEW. A REVIEW OF RESULTS/OUTCOMES, FINANCIAL STANDING OF THE ORGANIZATION, AND PERFORMANCE MEASUREMENT AGAINST GOALS DETERMINED AT THE START OF THE FISCAL YEAR. THE CEO'S SALARY WAS PRESENTED TO THE FULL BOARD FOR COMMENT. THE SALARIES OF THE CFO, COO AND CHIEF PROGRAM OFFICER WERE DETERMINED BY THE CEO BASED ON THE ABOVE SURVEY, PERFORMANCE, RESULTS/OUTCOMES, FINANCIAL STANDING OF THE ORGANIZATION ETC. THE COMPENSATION FOR THESE POSITIONS WAS ALSO REVIEWED BY THE BUDGET, FINANCE, AND EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, FORM 990 AND FORM 1023 ARE MADE AVAILABLE FOR PUBLIC VIEWING UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 2C NO PROCESS CHANGE FROM THE PRIOR YEAR. ATLANTIC PSH LLC 141 FRANKLIN STREET STAMFORD CT 06901 900802347 RESIDENTIAL REAL ESTATE CT 301462 2475857 INSPIRICA INC COLONY PSH LLC 141 FRANKLIN STREET STAMFORD CT 06901 800791503 RESIDENTIAL REAL ESTATE CT 323696 2395055 INSPIRICA INC ST LUKE'S COMMUNITY SERVICES FOUNDATION INC 141 FRANKLIN ST STAMFORD CT 06901 061496006 PROVIDES SUPPORT FOR INSPIRICA INC. CT 501(C)(3) 7 N/A 1 LUDLOW LIMITED PARTNERSHIP 141 FRANKLIN STREET STAMFORD CT 06901 061446759 RESIDENTIAL RENTAL REAL ESTATE CT COLONY HOUSING CORPORATION RELATED -3 0 1 0.00010 SOUTH END ATLANTIC LIMITED PARTNERSHIP 141 FRANKLIN STREET STAMFORD CT 06901 061462427 RESIDENTIAL RENTAL REAL ESTATE CT SOUTH END ATLANTIC HOUSING CORP RELATED -613 0 1 0.01000 COLONY HOUSING CORPORATION 141 FRANKLIN STREET STAMFORD CT 06901 061415926 HOLDING COMPANY CT INSPIRICA INC C -3 1.00000 0 SOUTH END ATLANTIC HOUSING CORPORATION 141 FRANKLIN STREET STAMFORD CT 06901 061462427 HOLDING COMPANY CT INSPIRICA INC C -613 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ST LUKE'S COMMUNITY SERVICE FOUNDATION INC Q 50 ACTUAL EXPENSE ST LUKE'S COMMUNITY SERVICE FOUNDATION INC N NOT DETERMINED ST LUKE'S COMMUNITY SERVICE FOUNDATION INC O NOT DETERMINED