2013-02-11T11:14:12-06:00 2012-06-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2011-07-01 592240502 THE LORD'S PLACE INC LORD 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 DAVID UNVERSAW 5614940125 2013-02-11 1 ISABELLA LUNSFORDCPA P00642327 5617989988 2011 2016-02-25 16:41:14Z DIANA STANLEY PO BOX 3265 WEST PALM BEACH FL 33402 5568662 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. 23 23 93 116 0 0 4103701 4096599 150561 668302 150991 10809 48158 -30418 4453411 4745292 0 358886 0 0 2277979 2536596 0 0 288356 2118584 1777160 4396563 4672642 56848 72650 8944175 8894250 813083 1998410 8131092 6895840 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 1743196 247650 132462 HOUSING:THE LORD'S PLACE FULFILLS ITS MISSION BY ACTING AS A PRIMARY PROVIDER OF SUPPORTIVE HOUSING FOR HOMELESS INDIVIDUALS AND FAMILIES IN PALM BEACH COUNTY. 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.SUPPORTIVE HOUSING MODELS HAVE PROVEN TO BE SUCCESSFUL - BOTH IN TERMS OF OVERALL COST SAVINGS TO A COMMUNITY AND IN OUTCOMES. STUDIES HAVE SHOWN THAT CLIENTS PARTICIPATING IN THE TYPES OF PROGRAMS OFFERED BY THE LORD'S PLACE REDUCE AND ELIMINATE USE OF DRUGS AND ALCOHOL DURING THEIR TIME IN SUPPORTIVE HOUSING, REPORT SIGNIFICANT REDUCTION IN MENTAL HEALTH SYMPTOMS, AND EXHIBIT IMPROVED PHYSICAL HEALTH AS WELL AS QUALITY OF LIFE. THE COST OF TREATING THESE HEALTH ISSUES IN A SUPPORTIVE HOUSING ENVIRONMENT IS LESS THAN THE COMBINED COSTS INCURRED BY PUBLIC AGENCIES FOR THE SAME PEOPLE WHEN THEY ARE HOMELESS. WE ARE COMMITTED TO PROVIDING SUPPORTIVE SERVICES AND HOUSING TO OUR CLIENTS BECAUSE WE KNOW IT IS THE KEY TO BREAKING THE CYCLE OF HOMELESSNESS IN OUR COMMUNITY.THE LORD'S PLACE HAS TWO HOUSING CAMPUSES - ONE FOR SINGLE MEN, AND ANOTHER FOR FAMILIES - AS WELL AS A COMMUNITY-BASED HOUSING PROGRAM. ALL OF OUR PROGRAMS OFFER "SUPPORTIVE" HOUSING TO OUR RESIDENTS. SUPPORTIVE HOUSING MODELS PROVIDE IMPORTANT SERVICES LIKE ADDICTION RECOVERY, MENTAL HEALTH THERAPY, CASE MANAGEMENT AND VOCATIONAL COUNSELING. CONTINUING A TRADITION OF INNOVATIVE PROGRAMMING, WE EXPANDED OUR SUPPORTIVE SERVICES TO INCLUDE THE EVIDENCE-BASED PRACTICE OF ASSERTIVE COMMUNITY TREATMENT. OUR MULTI-DISCIPLINARY MENTAL HEALTH TEAM PROVIDES PSYCHIATRIC ASSESSMENTS, MEDICATION MANAGEMENT AND PSYCHOTHERAPY TO RESIDENTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS. EVIDENCE HAS SHOWN THESE TYPES OF MENTAL HEALTH PROGRAMS CONTRIBUTE TO MEASURABLY BETTER OUTCOMES AS CLIENTS MOVE TOWARD SELF-SUFFICIENCY.AT ANY GIVEN TIME THE ORGANIZATION IS CAPABLE OF HOUSING UP TO 235 HOMELESS INDIVIDUALS - WITH 51 AVAILABLE BEDS AT THE MEN'S CAMPUS, 174 AVAILABLE BEDS AT THE FAMILY CAMPUS, AND 10 BEDS AVAILABLE THROUGH APARTMENTS LOCATED THROUGHOUT THE COMMUNITY. (434 PEOPLE BENEFITED) 683332 3805 JOB TRAINING & EMPLOYMENT:THE JOB TRAINING AND PLACEMENT PROGRAM COMBINES AN INTENSIVE, FORTY-HOUR PERSONALIZED CLASSROOM CURRICULUM WITH APPRENTICESHIPS AND JOB PLACEMENT SERVICES. AFTER CLIENTS GRADUATE FROM THE JOB-TRAINING COMPONENT, A DEDICATED JOB COACH PROVIDES CONTINUED SUPPORT TO THE PARTICIPANTS IN SEARCH OF STABLE EMPLOYMENT. THE LORD'S PLACE IS THE ONLY AGENCY IN PALM BEACH COUNTY PROVIDING JOB TRAINING AND PLACEMENT SPECIFICALLY TARGETED TO FORMERLY HOMELESS INDIVIDUALS. THE LORD'S PLACE HAS IDENTIFIED FIVE STRATEGIES FOR PARTICIPANTS TO OBTAIN AND MAINTAIN EMPLOYMENT:JOB TRAINING ASSESSMENT - PRIOR TO ENTRY INTO THE PROGRAM, STAFF ENGAGES IN AN INITIAL ASSESSMENT. PARTICIPANTS ARE EVALUATED TO DETERMINE THEIR VOCATIONAL ABILITIES, GAPS IN EDUCATION AND SKILLS, AND BASIC NEEDS.JOB TRAINING CLASSES - PARTICIPANTS LEARN THE SKILLS NECESSARY TO COMPETE IN TODAY'S JOB MARKET. THESE SKILLS INCLUDE TAKING DIRECTION, WORKING EFFECTIVELY WITH OTHERS, RESUME WRITING, BASIC COMPUTER KEYBOARD SKILLS, AND INTERNET JOB SEARCHING.LEARNING CENTER - THE CENTER IS AN EXTENSION OF THE JOB TRAINING CLASSROOM CURRICULUM. IT IS OPEN TO ALL PARTICIPANTS FOR FURTHER INSTRUCTION.JOB COACHING - PARTICIPANTS RECEIVE ONE-ON-ONE JOB COACHING AND PLACEMENT SERVICES BEFORE EMPLOYMENT IS SECURED AND CONTINUED SUPPORT TO ENSURE EMPLOYMENT IS EFFECTIVELY MAINTAINED.APPRENTICESHIPS - THIS TRAINING PROGRAM OFFERS INDIVIDUALIZED ON-THE-JOB INSTRUCTION TO ASSIST PARTICIPANTS TO STRENGTHEN THEIR EMPLOYABILITY. WE CURRENTLY OFFER FIVE APPRENTICESHIP PROGRAMS: CULINARY ARTS, CLERICAL, MAINTENANCE, PEER ADVOCACY AND RETAIL SALES. (336 PEOPLE BENEFITED) 721648 154 535840 SOCIAL ENTERPRISES:WORK IS CENTRAL TO A HEALTHY AND PRODUCTIVE LIFE AS WELL AS VITAL TO A FUNCTIONING ECONOMY. PALM BEACH COUNTY'S LABOR FORCE IS COMPRISED OF 620,000 INDIVIDUALS EITHER ACTIVELY EMPLOYED OR SEEKING EMPLOYMENT. IN JUNE OF 2012, OVER 57,000 PEOPLE WILLING AND ABLE TO WORK IN OUR COMMUNITY REMAINED UNEMPLOYED. AMONG THIS GROUP OF JOB SEEKERS ARE MANY WHO FACE SIGNIFICANT BARRIERS TO PRIVATE SECTOR EMPLOYMENT, INCLUDING: A HISTORY OF DRUG OR ALCOHOL ABUSE, HOMELESSNESS, A CRIMINAL BACKGROUND, DISABILITY OR MENTAL ILLNESS. FOR THESE INDIVIDUALS, SECURING MEANINGFUL EMPLOYMENT CAN BE AN ELUSIVE FINAL STEP IN THE LONG JOURNEY TOWARD INDEPENDENCE AND SELF-SUFFICIENCY.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. FOR THOSE WHO ARE NOT READY FOR PRIVATE SECTOR EMPLOYMENT OR CANNOT SECURE A JOB DUE TO CRIMINAL HISTORY, WORKING IN A SUPPORTIVE EMPLOYMENT ENVIRONMENT CAN HELP NURTURE SKILLS NEEDED TO OBTAIN SUCCESSFUL OUTSIDE EMPLOYMENT. IT CAN ALSO PROVIDE POTENTIAL EMPLOYERS WITH A CONSISTENT WORK HISTORY WITH SUPERVISORY EVALUATIONS AND REFERENCES. AS AN ADDED BENEFIT, THE EARNED REVENUE GAINED BY THE NONPROFIT ORGANIZATION THROUGH SOCIAL ENTERPRISE REDUCES THE BURDEN ON PUBLIC AND PRIVATE PHILANTHROPY TO FULFILL THIS NEED.THE MISSION OF THE LORD'S PLACE SOCIAL ENTERPRISE BUSINESSES IS TO CREATE JOBS FOR INDIVIDUALS WITH SIGNIFICANT BARRIERS TO EMPLOYMENT. OUR VISION IS TO CREATE A SUPPORTIVE ENVIRONMENT WHERE ANYONE WILLING TO WORK CAN FIND MEANINGFUL EMPLOYMENT AND ACHIEVE INDEPENDENCE. THE LORD'S PLACE OPERATED THREE SOCIAL ENTERPRISE BUSINESSES 2011-2012: MAINTENANCE AND BEYOND, THE LORD'S PLACE THRIFT STORE AND THE CAFE JOSHUA CATERING COMPANY. ALL OF THESE VENTURES PRIMARY PURPOSE WAS TO CREATE MEANINGFUL EMPLOYMENT OPPORTUNITIES FOR OUR CLIENTS AND FURTHER THEIR JOURNEY TOWARD INDEPENDENT AND SELF-SUFFICIENT LIVES. (113 PEOPLE BENEFITED) 695397 107277 COMMUNITY ENGAGEMENT:OUR COMMUNITY OUTREACH ENGAGES CHRONICALLY HOMELESS MEN AND WOMEN TO BEGIN THEIR JOURNEYS OUT OF HOMELESSNESS. AS PART OF OUR ENGAGEMENT, WE HAVE A NAVIGATION CENTER AT THE AGENCY THAT ACTS AS A POINT OF ENTRY FOR FAMILIES AND INDIVIDUALS TO RECEIVE REFERRALS AND GUIDANCE ON THE NECESSARY STEPS TO RECEIVE SERVICES. AFTER AN ASSESSMENT IS COMPLETED, WE CONNECT THEM TO COMMUNITY PROGRAMS TO BEST MEET THEIR NEEDS. (3936 PEOPLE BENEFITED)RE-ENTRY:TRANSITION FROM JAIL TO COMMUNITY - THE LORD'S PLACE WORKS THROUGH A KEY ALIGNMENT OF NETWORKED, LOCAL AGENCIES AND PROVIDERS, COMPRISED OF 31 ENTITIES, TO ADDRESS SYSTEMIC REFORM FOR INDIVIDUALS BEING RELEASED FROM THE COUNTY JAIL AS THE LEAD AGENCY FOR A ROBERT WOODS JOHNSON FOUNDATION GRANT. THIS PROGRAM IS DEVELOPING A COHESIVE AND COST-EFFICIENT APPROACH TO THE PROBLEM OF RE-ENTRY. UPON INCARCERATION, THE CLIENT IS GIVEN A BATTERY OF ASSESSMENTS, INCLUDING EDUCATION, MENTAL AND PHYSICAL HEALTH, AS WELL AS PROGRAM READINESS. THE CLIENT IS THEN ASSIGNED A RE-ENTRY COACH, WHOSE FOCUS IS TO MENTOR THE CLIENT PRIOR TO RELEASE, SET UP A PERSONAL PLAN FOR TRANSITION BACK INTO THE COMMUNITY, AND THEN ADMINISTER THE PLAN DIRECTLY WITH THE CLIENT UPON RELEASE THROUGH THE ACHIEVEMENT OF STABILITY. KEY AREAS OF ASSISTANCE INCLUDE PHYSICAL AND MENTAL HEALTHCARE, AS WELL AS SUBSTANCE ABUSE RECOVERY, HOUSING, EMPLOYMENT, EDUCATION, FINANCES/BENEFITS, RIGHTS RESTORATION, AND FAMILY REUNIFICATION. (161 PEOPLE BENEFITED)RESTORE - THROUGH A PARTNERSHIP WITH THE CRIMINAL JUSTICE COMMISSION, THE LORD'S PLACE HAS EMBARKED ON THE RESTORE INITIATIVE, WHICH EXPANDS REENTRY SERVICES TO INCLUDE THOSE TRANSITIONING OUT OF THE FLORIDA STATE PRISON SYSTEM. SERVICES ARE PROVIDED DIRECTLY AT THE SEGO PALM REENTRY FACILITY IN PAHOKEE, FLORIDA AND ARE DESIGNED TO GIVE THOSE ABOUT TO REENTER THE COMMUNITY SKILLS TO GAIN EMPLOYMENT AND AVOID RECIDIVATING. 695397 107277 3843573 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 0 1 175 0 93 1 0 0 0 0 1 1 1 1 0 0 X 23 23 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 DIRECTOR OF FINANCE 5614940125 PO BOX 3265 WEST PALM BEACH FL 33402 PAMELA MCIVER 1.00 X X 0 0 0 DAVID A UNVERSAW 1.00 X X 0 0 0 ANTHONY B JAVARONE 1.00 X 0 0 0 REV DR ROBERT S NORRIS 1.00 X X 0 0 0 DIANA BARRETT 1.00 X 0 0 0 CORNELIA THORNBURGH 1.00 X 0 0 0 JAMES E CHARLES 1.00 X 0 0 0 NANCY R CREW 1.00 X 0 0 0 THEODORE A DECKERT ESQ 1.00 X X 0 0 0 CHRISTOPHER H COOK JR 1.00 X 0 0 0 DEAN LAVALLEE 1.00 X 0 0 0 STEVEN H MALONE ESQ 1.00 X 0 0 0 DENISE P MCCANN 1.00 X 0 0 0 JOYCE MCLENDON 1.00 X 0 0 0 KELLY MOORE 1.00 X 0 0 0 RANDOLPH RANDY ROY 1.00 X X 0 0 0 SALLY HIGGINS POLLOCK 1.00 X 0 0 0 KATE GRANGARD 1.00 X 0 0 0 STEPHANIE SARACO 1.00 X 0 0 0 JACK SCAROLA ESQ 1.00 X 0 0 0 DR MATTHEW ROSTOCK 1.00 X 0 0 0 ROBERT VAN GIESON 1.00 X 0 0 0 BERT WINKLER ESQ 1.00 X 0 0 0 DIANA STANLEY 40.00 X 112368 0 5401 112368 0 5401 1 0 0 0 0 349500 260334 2118512 1368253 4096599 MICRO ENTERPRISE REVEN 528772 528772 HOUSING CONTRACT REVEN 76738 76738 RESIDENCE FEES 55724 55724 CAFE JOSHUA LUNCH SALE 7068 7068 668302 38375 38375 736701 764267 -27566 -27566 -27566 22000 260334 59103 -37103 -37103 MISCELLANEOUS REVENUE 6685 6685 6685 4745292 674987 0 -26294 358886 358886 195296 195296 1871022 1589589 123278 158155 48464 37796 7026 3642 237495 191368 29534 16593 184319 146950 24617 12752 2537 2213 35 289 25151 22984 2167 8880 8880 78676 7483 35789 35404 126739 69276 25798 31665 25960 16777 4730 4453 301429 268047 21658 11724 28614 5689 19530 3395 219228 216790 1443 995 118556 99395 14684 4477 FOOD & SUPPLIES 220898 222012 1058 -2172 REPAIRS & MAINTENANCE 206518 196720 9031 767 TRANSPORTATION 107489 88427 12300 6762 STIPENDS 92511 92511 213974 210660 3859 -545 4672642 3843573 540713 288356 9977 124611 630531 528020 1649881 1780554 10337 30425 27209 52965 7985696 2856168 5312656 5129528 1288187 1230368 8999 15397 8780 8944175 8894250 182994 152292 0 1163411 630089 625147 0 57560 813083 1998410 X 6287910 6070425 1268075 250308 575107 575107 8131092 6895840 8944175 8894250 X 72650 -1307902 X 0 1 1 X 1 1 X 2431383 3107440 3397207 4103701 3836265 16875996 2431383 3107440 3397207 4103701 3836265 16875996 16875996 389446 79130 30539 5700 38375 543190 17419186 0.96880 0.95360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 541260 -17958 -15977 507325 543692 44489 -46921 541260 509689 36544 -2541 543692 543692 -43104 -22314 509689 1.00000 1 0 966086 966086 6334165 2290348 4043817 685445 565820 119625 5129528 RESIDENT DEPOSITS 57560 57560 4745292 4672642 72650 -45063 -45063 27587 5096752 -45063 346300 59103 360340 4736412 8880 8880 4745292 5069165 346300 59103 405403 4663762 8880 8880 4672642 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012. THE AGENCY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2008. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 59,103. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 59,103. SLEEP OUT 140869 140869 0 0 23631 ROYAL ROOM FUNDRAISER 76930 61930 15000 18229 1 64535 57535 7000 17243 282334 260334 22000 59103 59103 -37103 0 SPECIFIC ASSISTANCE 1500 297629 FMV RESOURCES AND SERVICES FOR FAMILIES AND INDIVIDUALS TO END THEIR HOMELESSNESS FOR 1500 PEOPLE 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 EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -45,063. PRIOR PERIOD ADJUSTMENTS: -1,262,839. TOTAL TO FORM 990, PART XI, LINE 5: -1,307,902.