2012-12-17T08:30:03-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 811 EAST MAIN STREET LAKELAND FL 33801 990 2011-07-01 590624461 WESLEY HOUSE FAMILY SERVICES INC WESL 3058095000 1304 TRUMAN AVE KEY WEST FL 33040 DOUGLAS BLOMBERG 3058095000 2012-11-28 1 MICHAEL CARTER P00735552 8636877000 2012-11-28 2011 2016-02-24 21:20:13Z DOUGLAS BLOMBERG 1304 TRUMAN AVE KEY WEST FL 33040 10049088 0 X WWW.WESLEYHOUSE.ORG X 1975 FL THE WESLEY HOUSE VISION IS TO DEVELOP AND ENCOURAGE A MORE CHILD CARING COMMUNITY 11 11 119 280 0 0 9694269 9087466 634304 653931 24882 54226 209718 214619 10563173 10010242 4067798 4280330 0 0 4323997 4156740 0 0 181 1973645 1600320 10365440 10037390 197733 -27148 8331175 8366074 1175894 1212384 7155281 7153690 X DURING THE PAST YEAR,WESLEY HOUSE HAS ASSISTED OVER 3100 CHILDREN AND FAMILIES IN MONROE COUNTY,FL THROUGH A DIVERSE ARRAY OF FAMILY SUPPORT SERVICES. FULL CASE MANAGEMENT WORKS WITH CHILDREN IN THE DEPENDENCY CARE SYSTEM THROUGH CASE MANAGEMENT,INDEPENDENT LIVING PROGRAM,ROAD TO INDEPENDENCE,REUNIFICATION SERVICES AND FOSTER AND ADOPTIVE RECRUITMENT,RETENTION AND SUPPORT. THE STRENGTHENING FAMILIES PROGRAM PROVIDES FAMILY PREVENTION SERVICES INCLUDING CRISIS INTERVENTION,COUNSELING FOR FAMILIES,NURTURING PARENTING PROGRAM,AND HEALTHY FAMILIES PROGRAM. CHILD CARE SERVICES PROVIDES SCHOOL READINESS RESOURCE AND REFERRAL SERVICES TO FAMILIES AND TO CHILD CARE PROVIDERS,FINANCIAL ASSISTANCE FOR CHILD CARE,AND THE VOLUNTARY PRE-KINDERGARTEN PROGRAM. ADDITIONALLY,WESLEY HOUSE OPERATES THE INEZ MARTIN CHILD DEVELOPMENT CENTER. WESLEY HOUSE IS COA ACCREDITED AND ADHERES TO THE"BEST PRACTICE"CONCEPT OF DEVELOPING AND IMPLEMENTING THE MOST EFFICIENT AND EFFECTIVE WAY OF DELIVERING OUR SERVICES. 0 0 3325630 605185 12025 FULL CASE MANAGEMENT (FCM): FCM SERVICES, ALSO REFERRED TO AS COMMUNITY BASED CARE SERVICES, ARE PROVIDED TO FAMILIES WHO BECOME INVOLVED IN THE DEPENDENCY CARE SYSTEM ANYTIME THE FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES INVESTIGATES AND VERIFIES A REPORT OF ABUSE, NEGLECT OR ABANDONMENT. FCM DEVELOPS A PERSONALIZED PLAN TO STRENGTHEN AND PRESERVE THE FAMILY WHILE FOCUSING ON OUR PRIMARY GOAL OF PROTECTING AT-RISK CHILDREN. WESLEY HOUSE RECRUITS, TRAINS AND SUPPORTS FOSTER PARENTS FOR CHILDREN WHO CAN NO LONGER SAFELY REMAIN IN THEIR OWN HOMES; FINDS QUALIFIED ADOPTIVE PARENTS FOR CHILDREN WHO ARE IN PROTECTIVE CARE AND CANNOT BE REUNITED WITH THEIR PARENTS OR PLACED WITH RELATIVES AND PROVIDES FREE PUBLIC ADOPTIONS INCLUDING LEGAL FEES. 3345872 2523029 0 SCHOOL READINESS: WESLEY HOUSE PROVIDES FREE EARLY CHILDHOOD EDUCATION AND COMMUNITY SERVICES RESOURCE AND REFERRAL INFORMATION; FINANCIAL ASSISTANCE FOR INCOME ELIGIBLE FAMILIES; TECHNICAL ASSISTANCE AND YEARLY MONITORINGS FOR QUALITY AND BEST PRACTICES OF ALL CONTRACTED CHILD CARE PROGRAMS AND FREE CONSUMABLE CLASSROOM MATERIALS AND BOOKS FOR EARLY CHILDHOOD EDUCATION PROVIDERS. 1194323 1132761 0 VOLUNTARY PRE-KINDERGARTEN (VPK): WESLEY HOUSE PROMOTES AND ADMINISTERS ENROLLMENT FOR FLORIDAS FREE VPK FOR FOUR-YEAR-OLDS IN MONROE COUNTY AVAILABLE IN PUBLIC SCHOOLS, CHILD CARE AND FAITH-BASED CENTERS. WESLEY HOUSE ALSO PROVIDES TECHNICAL ASSISTANCE AND MONITORING OF VPK CLASSROOMS AND PROGRAMS. 1803293 19355 743501 PREVENTION SERVICES: WESLEY HOUSE PROVIDES SHORT-TERM 24/7 INTENSIVE FAMILY PRESERVATION CRISIS INTERVENTION SERVICES, LONGER TERM SAFE AND STABLE FAMILY INTERVENTION/PREVENTION SERVICES TO FAMILIES AT RISK OF ABUSE AND NEGLECT AND A DEPENDENCY PARENTING PROGRAM FOR FAMILIES IN THE DEPENDENCY CARE SYSTEM. HEALTHY FAMILIES MONROE: HEALTHY FAMILIES IS A VOLUNTARY, IN-HOME SUPPORT PROGRAM FOR EXPECTANT AND NEW PARENTS TO PROMOTE POSITIVE PARENT-CHILD RELATIONSHIPS FOR AT-RISK FAMILIES. CHILD CARE PROVIDER TRAININGS: WESLEY HOUSE STAFF OFFERS COUNTY-WIDE TRAINING SESSIONS, WORKSHOPS AND CONFERENCES OFFERING CONTINUING EDUCATION IN UP TO 100 TOPICS THAT CAN BE USED BY EARLY CHILD CARE EDUCATORS AND PROGRAMS TO MEET THE MANDATED REQUIREMENT OF TEN HOURS OF IN-SERVICE TRAINING ANNUALLY. TEEN PARENTING: WESLEY HOUSE ADMINISTERS A TEEN PARENT PROGRAM PROVIDING CHILD CARE OPTIONS AND FINANCIAL ASSISTANCE FOR CHILD CARE FOR TEEN PARENTS WHO WANT TO REMAIN IN SCHOOL TO COMPLETE THEIR HIGH SCHOOL DIPLOMA. INEZ MARTIN CHILD DEVELOPMENT CENTER (CDC): THE GOLD SEAL AND COA ACCREDITED DIRECTLY-OPERATED INEZ MARTIN CDC PROVIDES AGE APPROPRIATE EARLY CHILDHOOD LEARNING ACTIVITIES USING THE CREATIVE CURRICULUM APPROACH IN A SAFE AND NURTURING ENVIRONMENT AND A FREE HEALTHY NUTRITIONAL MEAL PROGRAM. DOH FOOD PROGRAM: WESLEY HOUSE, THROUGH THE FLORIDA DEPARTMENT OF HEALTH AND NUTRITION, PROVIDES NUTRITIONAL BREAKFASTS, LUNCHES AND AFTERNOON SNACKS TO ALL CHILDREN ENROLLED IN THE INEZ MARTIN CDC AT NO COST TO THE FAMILY. ADDITIONALLY, ELIGIBLE CHILDREN RECEIVE A BACKPACK EVERY FRIDAY FILLED WITH FOOD TO HELP THEM THROUGH THE WEEKEND. 1803293 19355 743501 9669118 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 79 0 1 119 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X DOUGLAS BLOMBERG 3058095000 1304 TRUMAN AVE KEY WEST FL 33040 BRYAN GREEN 1.00 X X 0 0 0 REV RUBEN VELASCO 1.00 X X 0 0 0 ESTHER TUPINO 1.00 X X 0 0 0 JO PINE 1.00 X X 0 0 0 ALICE CALLEJA 1.00 X 0 0 0 LIBBY CURTIS 1.00 X 0 0 0 VICKI GORDON 1.00 X 0 0 0 SHIRLEY MORGAN 1.00 X 0 0 0 MONICA MUNOZ 1.00 X 0 0 0 SHARON TOPPINO 1.00 X 0 0 0 JEREMY WILKERSON 1.00 X 0 0 0 DOUGLAS BLOMBERG 60.00 X 102693 0 25358 102693 0 25358 1 0 0 0 0 9012034 75432 9087466 PROGRAM FEES 624100 653931 653931 653931 54226 54226 151870 38846 113024 113024 MISCELLANEOUS INCOME 624100 101595 101595 101595 10010242 755526 0 167250 3308986 3308986 971344 971344 128894 103115 25779 3193021 2554511 638510 600177 481709 118468 234648 188345 46303 106532 93504 13028 139370 86822 52496 52 501148 171028 330120 87584 82581 5003 31245 31245 211222 77925 133297 41650 5033 36617 FLEX FUNDS EXPENDITURES 165631 108586 57045 MISCELLANEOUS 97684 35371 62184 129 STAFF TRAINING 91737 83594 8143 FOOD AND PERSONAL CARE 61552 61019 533 64965 1255645 -1190680 10037390 9669118 368091 181 1943874 2172660 204024 524709 2379821 1958928 24246 13342 73074 107472 4986864 1524612 3569539 3462252 136597 126711 8331175 8366074 587305 680844 100549 49999 485757 481541 2283 0 1175894 1212384 X 5657569 5838100 1367776 1185654 129936 129936 7155281 7153690 8331175 8366074 X -27148 25557 X 0 1 1 X 1 1 X 10515802 9888817 9508130 9694269 9087466 48694484 10515802 9888817 9508130 9694269 9087466 48694484 48694484 95609 49251 29326 24882 54226 253294 69237 -50040 97006 107470 101595 325268 49273046 3838490 0.98830 0.98580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137816 -1392 1833 134591 131155 25 7521 885 137816 129936 1219 131155 129936 129936 1.00000 0 0 318193 318193 2902450 858552 2043898 1329281 330550 998731 436940 335510 101430 3462252 10010242 10037390 -27148 -3717 29274 25557 -1591 10074645 -3717 29274 38846 64403 10010242 0 10010242 10076236 38846 38846 10037390 0 10037390 PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 38,846. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 38,846. VALENTINE'S DAY 87326 87326 25228 SUMMER JAM 44826 44826 11929 5 19718 19718 1689 151870 151870 38846 38846 113024 1 ALTERNATE FAMILY CARE INC 10001 W OAKLAND PARK BLVD SUITE 200 200 SUNRISE FL 33351 592708404 14976 GROUP HOME BANANA CABANNA ACADEMY INC 22673 PIECES OF EIGHT RD CUDJOE KEY FL 33042 650667914 43419 CHILD CARE BIG PINE ELEMENTARY ACADEMY INC 30220 OVERSEAS HIGHWAY BIG PINE KEY FL 33043 205732425 GOV 83661 CHILD CARE BOYS & GIRLS CLUB 1400 UNITED STREET 108 KEY WEST FL 33040 650678071 501(C)(3) 88732 CHILD CARE BURTON MEMORIAL METHCHURCH 93001 OVERSEAS HIGHWAY TAVERNIER FL 33070 591817528 501(C)(3) 141690 CHILD CARE CHARLEE OF DADE COUNTY INC 155 SOUTH MIAMI AVE7TH FLOOR MIAMI FL 33130 592302250 501(C)(3) 29391 GROUP HOME CHILD DEVELOPMENT CENTER PO BOX 9027 NAS KEY WEST KEY WEST FL 33040 590643806 37726 CHILD CARE CHULUOTA THERAPEUTIC GROUP CARE 2180 SNOWHILL ROAD CHULUOTA FL 32766 501(C)(3) 7811 GROUP HOME COMMUNITY COOPERATIVE PRESCHOOL INC PO BOX 500697 MARATHON FL 33050 592111579 284776 CHILD CARE DOLPHIN MONTESSORI CHILDREN'S HOUSE INC 104960 OVERSEAS HIGHWAY KEY LARGO FL 33037 260352382 130009 CHILD CARE FIRST BAPTIST CHURCH OF KEY LARGO DBA JACK HILL CHILD CARE CENTER 99001 OVERSEAS HIGHWAY KEY LARGO FL 33037 591088214 501(C)(3) 67758 CHILD CARE FLORIDA KEYS CHILDREN SHELTER- POINCIANNA SHELTER 73 HIGH POINT ROAD TAVERNIER FL 330702005 592605356 501(C)(3) 147950 GROUP HOME FLORIDA KEYS CHILDREN SHELTER- RESIDENTIAL GROUP HOME 73 HIGH POINT ROAD TAVERNIER FL 330702005 592605356 501(C)(3) 132002 GROUP HOME FLORIDA KEYS CHILDREN SHELTER- TAVERNIER 73 HIGHPOINT ROAD TAVERNIER FL 330702005 592605356 501(C)(3) 58044 GROUP HOME GERALD ADAMS AFTERSCHOOL 5855 JUNIOR COLLEGE ROAD KEY WEST FL 33040 596000750 GOV 32075 CHILD CARE GRACE JONES COMMUNITY CENTER 230 41ST STREET MARATHON FL 33050 592362876 501(C)(3) 179996 CHILD CARE HIS HOUSE INC HECTOR BUILDING NO 2 20000 NW 47TH AVENUE OPALOCKA FL 330551543 650145994 501(C)(3) 15842 GROUP HOME KEY LARGO YMCA PO BOX 2831 KEY LARGO FL 33037 590624464 501(C)(3) 20754 CHILD CARE KEY WEST PRESCHOOL COOP 2610 FLAGLER AVENUE KEY WEST FL 33040 650056669 37692 CHILD CARE KIND TO KIDS LEARNING CTR LLC 30070 POND LANE BIG PINE KEY FL 33043 200975086 43886 CHILD CARE KREATIVE KIDS CHRISTIAN ACADEMY NEW LIFE ASSEMBLY OF GOD 4711 OVERSEAS HIGHWAY MARATHON FL 33050 650033061 501(C)(3) 141851 CHILD CARE LEARNING CENTER OF KEY WEST INC 241 TRUMBO ROAD KEY WEST FL 33040 205416637 501(C)(3) 210396 CHILD CARE LIGHTHOUSE CHRISTIAN ACADEMY INC 5580 MACDONALD AVENUE KEY WEST FL 33040 650835223 501(C)(3) 159585 CHILD CARE MONROE COUNTY SCHOOL BOARD ATTN FINANCE DEPT 241 TRUMBO PLACE KEY WEST FL 33040 596000750 GOV 480809 CHILD CARE MONTESSORI ACADEMY OF THE UPPER KEYS 5 TRANSYLVANIA AVENUE KEY LARGO FL 33037 010927745 25319 CHILD CARE MONTESSORI ISLAND SCHOOL 92295 OLD STATE ROAD TAVERNIER FL 33070 650691767 501(C)(3) 59532 CHILD CARE MWR YOUTH CENTER PO BOX 9027 KEY WEST FL 33040 590643806 GOV 7883 CHILD CARE POINCIANNA ELEMENTARY DAYCARE 1407 KENNEDY DRIVE KEY WEST FL 33040 596000750 GOV 61187 CHILD CARE SIGSBEE CHARTER SCHOOL 939 FELTON ROAD KEY WEST FL 33040 364647986 501(C)(3) 73084 CHILD CARE ST JAMES CHILDREN'S CENTER PO BOX 509 ISLAMORADA FL 33036 591512694 501(C)(3) 48752 CHILD CARE ST JUSTIN'S MARTYR PRESCHOOL 105500 OVERSEAS HIGHWAY KEY LARGO FL 33037 591542523 501(C)(3) 260824 CHILD CARE SUNBEAM CHRISTIAN 1311 FIFTH STREET KEY WEST FL 33040 591237496 501(C)(3) 129173 CHILD CARE TREASURE VILLAGE MONTESSORI 86731 OVERSEAS HIGHWAY ISLAMORADA FL 33036 650842097 52400 CHILD CARE 24 9 CHILDCARE PROVIDER PAYMENTS 26 406115 DENTAL CARE PROVIDER PAYMENTS 1 5700 FOSTER PARENT PAYMENTS 16 158217 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FINANCE DEPARTMENT TRACKS FUNDING AND EXPENSES THROUGH AN AUTOMATED SYSTEM AND VERIFIES RECEIPTS AND EXPENDITURES VERSUS THE CONTRACT ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DEVELOPED BY WESLEY HOUSE FAMILY SERVICES STAFF AND AN OUTSIDE ACCOUNTING FIRM. ONCE PREPARED, IT IS PRESENTED TO THE FINANCE/AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO SUBMISSION TO THE IRS. ONCE APPROVED, THE FORM IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C REGULAR AND ASSOCIATE BOARD MEMBERS AS WELL AS SENIOR MANAGEMENT ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY AFTER THE ANNUAL MEETING IN NOVEMBER. ANY NEW REGULAR BOARD MEMBERS OR ASSOCIATE BOARD MEMBERS OR NEWLY HIRED SENIOR MANAGEMENT MEMBERS SIGN THE DISCLOSURE DURING ORIENTATION. A LIST IS KEPT TO ENSURE THAT THE ANNUAL DISCLOSURES HAVE BEEN RECEIVED AND ARE CURRENT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD. THERE IS AN EVALUATION PROCESS/DOCUMENTATION INCLUDING A 360 REVIEW WITH DIRECT REPORTS OF THE CEO. THE EXECUTIVE COMMITTEE USES COMPARABLE DATA AND DISCUSSES WITH GENERAL COUNCIL TO THE AGENCY. THE EVALUATION WITH ANY RECOMMENDATIONS IS THEN SUBMITTED TO THE ENTIRE BOARD FOR APPROVAL. KEY EMPLOYEES ARE EVALUATED ANNUALLY BY THE CHIEF EXECUTIVE OFFICER (CEO). THERE IS AN EVALUATION PROCESS AND DOCUMENTATION. FORM 990, PART VI, SECTION C, LINE 19 WESLEY HOUSE SUBSCRIBES TO THE MODEL OF NOT-FOR-PROFIT TRANSPARENCY AND MAKES SURE THE AUDITED FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION AND THE IRS FORM 990 ARE AVAILABLE ON OUR WEBSITE, WESLEYHOUSE.ORG, AND ON GUIDESTAR.ORG CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -3,717. DONATED SERVICES AND USE OF FACILITIES: 29,274. TOTAL TO FORM 990, PART XI, LINE 5: 25,557.