2014-12-05T15:47:50-06:00 2014-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2013-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 ROBERT A KATZEN TREASURER 5614940125 2014-12-02 1 RICHARD JUBACK P00630706 5617989988 2013 2015-11-30 17:44:51Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 7872525 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 20 119 372 0 0 6471139 5085088 643982 864553 74502 591185 256307 286823 7445930 6827649 433465 466416 0 0 3375457 3847330 0 0 395212 1603795 1968680 5412717 6282426 2033213 545223 10865037 10222264 1787604 1009783 9077433 9212481 X THE LORD'S PLACE IS DEDICATED TO BREAKING THE CYCLE OF HOMELESSNESS BY PROVIDING INNOVATIVE, COMPASSIONATE AND EFFECTIVE SERVICES TO MEN, WOMEN AND CHILDREN IN OUR COMMUNITY. 0 0 2082890 322720 86071 HOUSING: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 HOUSING PROGRAMS 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.IN 2014, THE LORD'S PLACE PROVIDED SUPPORTIVE HOUSING TO 337 MEN, WOMEN AND CHILDREN. BY THE END OF THE YEAR, 95% WERE NO LONGER HOMELESS. OF THOSE WHO EXITED OUR HOUSING PROGRAMS, 87% WERE LAUNCHED INTO LIVES OF INDEPENDENCE AND SELF-SUFFICIENCY. AT 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. 1066244 18501 6888 JOB TRAINING & EMPLOYMENT:OUR EMPLOYMENT SERVICES OFFER DIVERSE PROGRAMMING (APPRENTICESHIPS, TRAINING, EDUCATION CLASSES, JOB COACHING) TO HELP CLIENTS GAIN MEANINGFUL EMPLOYMENT. OF THE 409 MEN AND WOMEN WHO PARTICIPATED IN OUR JOB TRAINING & EDUCATION PROGRAMS IN 2014, 43% WERE SUCCESSFUL IN SECURING EMPLOYMENT. THIS RATE IS 23% OVER THE NATIONAL AVERAGE FOR FORMERLY HOMELESS MEN AND WOMEN. 1246855 3689 781136 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 25 FORMERLY HOMELESS MEN AND WOMEN. 1120340 121506 COMMUNITY ENGAGEMENT:THE LORD'S PLACE CONCLUDED A COUNTY-FUNDED NAVIGATION CENTER PROGRAM, HELPING TO SCREEN HOMELESS MEN, WOMEN AND CHILDREN TO ACCESS THE LOCAL PHILLIP D. LEWIS HOMELESS CENTER. IN THOSE FINAL MONTHES WE SERVED 1,460 INDIVIDUALS.FOCUSING ON THE CHRONICALLY HOMELESS IN OUR COMMUNITY, OUR AGENCY HAS DELEOPED 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 PROBIDER, ALLOWING UR 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.FOR THE LAST NINE MONTHS OR THE FISCAL YEAR, THE LORD'S PLACE EMPLOYED PEER SPECIALISTS WHO COLLABORATED WITH A LOCAL INTEGRATED FAMILY REUNIFICATION PROGRAM, WORKING WITH PARENTS WHO, DUE TO THEIR ADDICTION, LOST CUSTODY OF DEPENDENT CHILDREN. OUR PEER SPECIALISTS ACTED AS MENTORS AND ADVISORS TO ENCOURAGE PARENTS TO DEVELOP AND FOLLOW RECOVERY PLANS, WORK COLLABORATIVELY WITH THERAPISTS AND DCF-WORKERS, WITH THE ULTIMATE GOAL OF FAMILY REUNIFICATION. IN 2014 WE HIRED 5 PEER SPECIALISTS, ENGAGING WITH 40 FAMILIES, AND HELPING 8 FAMILIES SUCCESSFULLY ACHIEVE OR MAINTAIN REUNIFICATION.RE-ENTRY:THE LORD'S PLACE WORKS WITH LOCAL AGENCIES AND PROVIDERS TO ADDRESS SYSTEMIC REFORM FOR INDIVIDUAL'S BEING RELEASED FROM JAIL OR PRISON. THIS PROGRAM REPRESENTS A COST-EFFICIENT APPROACH TO THE PROBLEM OF RE-RENTY. KEY AREAS OF ASSISTANCE INCLUDE HOUSING, PHYSICIAL AND MENTAL HEALTHCARE, AS WELL AS SUBSTANCE ABUSE RECOVERY, EMPLOYMENT, EDUCATION, FINANCES, RIGHTS RESTORATION, AND FAMILY REUNIFICATION. WITH THE SUPPORT OF OUR PARTNER FUNDERS AND PROVIDERS, WE WERE ABLE TO SERVE 213 INDIVIDUALS IN THIS CAPACITY.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 SEVERE CASES, EVEN RESULT IN ARREST. UNTREATED PHYSICAL AND MENTAL HELATH 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 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 350 INDIVIDUALS UNDER THIS PROGRAM. 1120340 121506 5516329 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 66 0 119 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 3.00 X 0 0 0 STEVEN H MALONE ESQ DIRECTOR 3.00 X 0 0 0 JOYCE MCLENDON PAST CHAIRMAN 3.00 X 0 0 0 KELLY MOORE DIRECTOR 3.00 X 0 0 0 DIANA BARRETT DIRECTOR 3.00 X 0 0 0 JACK SCAROLA ESQ PAST CHAIRMAN 3.00 X 0 0 0 ROBERT VAN GIESON DIRECTOR 3.00 X 0 0 0 BERT WINKLER ESQ DIRECTOR 3.00 X 0 0 0 ANTHONY JAVARONE DIRECTOR 3.00 X 0 0 0 MATTHEW BARNES DIRECTOR 3.00 X 0 0 0 MICHAEL DIAZ DIRECTOR 3.00 X 0 0 0 BENJAMIN DEWER DIRECTOR 3.00 X 0 0 0 JAMIE K STERN DIRECTOR 3.00 X 0 0 0 ROBERT E BARRETT JR DIRECTOR 3.00 X 0 0 0 THEODORE A DECKERT ESQ DIRECTOR 3.00 X 0 0 0 REV DR ROBERT S NORRIS DIRECTOR 3.00 X 0 0 0 DIANA STANLEY CHIEF EXECUTIVE OFFICER 60.00 X 143289 0 12137 143289 0 12137 1 0 1 0 0 159218 2049395 2876475 5085088 SOCIAL ENTERPRISE REVENUE 721000 771594 771594 RESIDENCE FEES 721000 76493 76493 CONTRACT REVENUE 721000 9578 9578 CAFE JOSHUA LUNCH SALES 721000 6888 6888 864553 54033 54033 1492529 955377 537152 537152 537152 366780 89499 277281 277281 MISCELLANEOUS REVENUE 721000 9542 9542 9542 6827649 874095 0 868466 466416 466416 143289 143289 2954786 2750974 8789 195023 56026 49749 2750 3527 425881 378166 20906 26809 267348 237395 13124 16829 45642 17102 28540 70005 44042 25963 683670 641105 42565 164296 142288 22008 35165 35165 218909 213127 5782 OTHER COSTS 363770 160439 50307 153024 FOOD & SUPPLIES 311545 310352 1193 STIPENDS 70009 70009 CLIENT & MENTAL HEALTH 5669 5669 6282426 5516329 370885 395212 1177703 195254 3002484 4110989 1200365 570138 11721 61466 71968 34433 8143513 2908871 5373752 5234642 8227 7648 18817 7694 10865037 10222264 169063 197816 847432 67473 725522 696253 45587 48241 1787604 1009783 X 8362653 7057236 139673 1580138 575107 575107 9077433 9212481 10865037 10222264 X 545223 -201786 -208389 X X 0 1 X 1 1 1 X 3397207 4103701 3836265 6262796 5085088 22685057 3397207 4103701 3836265 6262796 5085088 22685057 1828381 20856676 30539 5700 38375 39572 54033 168219 22853276 0.91260 0.92350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1075107 -81788 993319 507325 500000 76951 -9169 1075107 541260 -17958 -15977 507325 543692 44489 -46921 541260 509689 36544 -2541 543692 0.57900 0.42100 1 0 1012286 1012286 6370282 2282833 4087449 760945 626038 134907 5234642 RESIDENT DEPOSITS 48241 48241 X 6851860 -201786 136498 89499 24211 6827649 0 6827649 6508423 136498 89499 225997 6282426 0 6282426 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, 2014. THE AGENCY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 89,499. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 89,499. SLEEP OUT 143935 143935 15045 1387 1545 21708 ROYAL ROOM FUNDRAISER 99240 99240 18593 4571 1 123605 123605 21074 5576 366780 366780 54712 1387 1545 31855 89499 277281 0 SPECIFIC ASSISTANCE 1334 466416 0 0 0 0 0 0 0 0 0 DIANA STANLEY CHIEF EXECUTIVE OFFICER 117475 0 25814 0 0 0 4171 0 7966 0 155426 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 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 XI, LINE 9: LOSS ON EQUIPMENT DISPOSAL -208,389. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT POLICY HAS NOT CHANGED.