2020-05-04T08:42:48-05:00 2019-06-30 420714325 RSM US LLP 7351 OFFICE PARK PL MELBOURNE FL 329408229 990 2018-07-01 592198911 LUTHERAN SERVICES FLORIDA INC LUTH 8138751408 3627 W WATERS AVE TAMPA FL 33614 ROBERT J WYDRA JR CFO 8138751408 2020-05-01 1 JULIANA KREUL P01204534 3217516200 76.208.83.56 2020-05-01 09:19:27 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C7E7B0C0E81BD62A89852478B08C37E9234D4314 2018 2020-09-23 17:36:50Z SAMUEL M SIPES 3627 W WATERS AVE TAMPA FL 33614 242948088 0 X WWW.LSFNET.ORG X 1982 FL BRING GOD'S HEALING, HOPE AND HELP TO PEOPLE IN NEED IN THE NAME OF JESUS CHRIST. 10 10 1527 4980 0 0 216785220 240890310 1431882 1178176 173070 49804 133988 525869 218524160 242644159 117227683 136308384 0 0 59627597 61262719 0 0 99299 42043940 45149883 218899220 242720986 -375060 -76827 39973440 51706909 33329446 39858027 6643994 11848882 X LUTHERAN SERVICES FLORIDA HELPS COMMUNITIES BUILD HEALTHIER, HAPPIER, AND HOPE-FILLED TOMORROWS BY IMPACTING THE LIVES OF 1 IN 50 FLORIDIANS THROUGH VARIOUS SERVICES OFFERED ACROSS THE STATE. 0 0 136161868 131283389 MANAGING ENTITY - SUBSTANCE ABUSE MENTAL HEALTH (SAMH): MANAGING ENTITY-FLORIDA HAS PRIVATIZED THE BEHAVIORAL HEALTH SAFETY NET, CREATING MANAGING ENTITIES TO ENSURE INDIVIDUALS WHO ARE UNINSURED, UNDERINSURED OR INDIGENT HAVE ACCESS TO QUALITY MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES. THROUGH ITS SAMH MANAGING ENTITY, LSF DEVELOPS, MANAGES AND OVERSEES A NETWORK OF 57 SERVICE PROVIDERS OVER A 23-COUNTY AREA. LSF HEALTH SYSTEMS, THROUGH ITS SERVICE NETWORK, PROVIDED MENTAL HEALTH SERVICES TO OVER 41,200 INDIVIDUALS, SUBSTANCE ABUSE SERVICES TO MORE THAN 25,900 INDIVIDUALS, AND PREVENTION SERVICES TO MORE THAN 262,800 INDIVIDUALS. WITHOUT THE SERVICES DELIVERED THROUGH LSF HEALTH SYSTEMS, CRITICAL BEHAVIORAL HEALTH NEEDS OF THOUSANDS OF VULNERABLE AND AT-RISK INDIVIDUALS WOULD GO UNMET. 71857383 4123304 33970 CHILDREN'S SERVICES: HELPING CHILDREN BREAK THE CYCLE OF POVERTY AND REACH THEIR FULL POTENTIAL THROUGH HIGH-QUALITY EDUCATIONAL AND FAMILY-CENTERED PROGRAMS IS THE PRIMARY GOAL OF LSF'S CHILDREN'S SERVICES. THIS PAST YEAR, LSF EDUCATED OVER 7,100 AT-RISK CHILDREN AND HELPED THEIR FAMILIES THROUGH LSF'S EARLY HEAD START AND HEAD START CLASSES ALL ACROSS THE STATE OF FLORIDA. UNDERSTANDING THAT FOOD SECURITY IS ESSENTIAL FOR FAMILY STABILITY AND FOR LEARNING, LSF MAKES SURE THAT EVERY CHILD IN ITS HEAD START AND AFTER SCHOOL PROGRAMS RECEIVE HEALTHY, WELL-BALANCED MEALS EVERY DAY; WE SERVED OVER 2,690,000 MEALS AND SNACKS THROUGHOUT THE YEAR. THE FOOD PROGRAM NOT ONLY ALLEVIATES A FINANCIAL BURDEN FOR PARENTS AND ENSURES THAT CHILDREN ARE READY TO LEARN BECAUSE THEY'RE PROPERLY FED, IT ENCOURAGES LIFE-LONG HEALTHY EATING HABITS. ADDITIONALLY, THROUGH OUR PARENTS AS TEACHERS PROGRAM WE SERVED OVER 65 FAMILIES WITH INFANT CHILDREN TO PROVIDE THE PARENTS WITH CHILD DEVELOPMENT KNOWLEDGE AND PARENTING SUPPORT, PROVIDE EARLY DETECTION OF DEVELOPMENTAL DELAYS AND HEALTH ISSUES, PREVENT CHILD ABUSE AND NEGLECT, AND INCREASE CHILDREN'S SCHOOL READINESS. 17317432 74823 YOUTH AND FAMILY SERVICES: WHEN FAMILY UNITS DISINTEGRATE DURING TIMES OF CRISIS AND CONFLICT, LSF CASE MANAGERS AND SOCIAL WORKERS ARE THERE TO NOT ONLY PROTECT CHILDREN, BUT TO HELP PRESERVE FAMILIES WHEN IT'S IN THE BEST INTEREST OF CHILDREN, AND TO REUNIFY FAMILIES ONCE THEY HAVE STABILIZED. LSF'S FOCUS ON FAMILY PRESERVATION AND REUNIFICATION - WHENEVER POSSIBLE AND WHEN IT'S IN THE BEST OF INTEREST OF THE CHILD - TRANSLATES INTO AN ARRAY OF SERVICES TO HELP FAMILIES COPE AND RECOVER FROM TIMES OF CRISIS. IN THIS PAST YEAR, LSF HELPED OVER 4,000 PEOPLE MOVE FROM CRISIS TO STABILITY THROUGH ITS YOUTH AND FAMILY SERVICES. AS PART OF THIS WORK, LSF RESIDENTIAL YOUTH SHELTERS PROVIDE A TEMPORARY SAFE HAVEN FOR YOUNG PEOPLE AGES 10-17. COUNSELING SERVICES FOR BOTH CHILDREN AND FAMILIES ALLOW INDIVIDUALS AND FAMILIES TO BEST ADDRESS THE ISSUES CAUSING FAMILY DISCORD AND UPHEAVAL. TEEN COURT HELPS YOUTH WHO ARE FIRST-TIME OFFENDERS STAY OUT OF THE JUVENILE JUSTICE SYSTEM. CHILD WELFARE CASE MANAGEMENT DELIVERS PROTECTIVE SERVICES FOR CHILDREN WHO ARE ABUSED OR NEGLECTED. AS A SAFE PLACE ORGANIZATION, LSF PARTNERS WITH LOCAL BUSINESSES AND SCHOOLS TO HELP YOUTH IN TROUBLE FIND AND ACCESS SAFE REFUGE. BECAUSE LSF SEEKS TO SERVE PEOPLE WHO FACE PARTICULAR VULNERABILITIES, LSF OFTEN FOCUSES ON FAMILIES WITH YOUNG CHILDREN, PEOPLE WHO ARE AGING OUT OF THE FOSTER CARE SYSTEM, AND PEOPLE LIVING WITH HIV OR AIDS. IN ADDITION TO PROVIDING DIRECT SERVICES, LSF CONDUCTS EXTENSIVE COMMUNITY OUTREACH TO HELP EDUCATE YOUTH AND FAMILIES ON PREVENTATIVE STRATEGIES AND CRISIS RESOLUTION, REACHING OVER 6,400 YOUTH AND ADULTS EACH MONTH THROUGH THESE EFFORTS. 6946797 526332 340538 REFUGEE RESETTLEMENT SERVICES: WELCOME AND ASSISTANCE FOR NEWCOMERS IS ESSENTIAL TO THE VIBRANCY OF COMMUNITIES ACROSS THE U.S. AND IS KEY TO EXTENDING LSF'S MISSION OF HOPE AND HELP TO ALL FLORIDIANS, LONG-TIMERS AND NEWCOMERS ALIKE. EACH YEAR THOUSANDS OF REFUGEES ARRIVE TO FLORIDA HAVING FACED HARROWING ESCAPES, MANY OF ALMOST MYTHIC SCOPE. LSF, THROUGH ITS REFUGEE PROGRAM, HELPS THESE NEW NEIGHBORS FIND A HOME, LEARN ENGLISH, SECURE EMPLOYMENT, ENROLL IN SCHOOL AND ADJUST TO A NEW LIFE IN A NEW LAND. LSF ASSISTS MANY MORE NEWCOMERS WITH INTEGRATION AND IMMIGRATION LEGAL SERVICES. LAST YEAR ALONE, LSF HELPED WELCOME AND SERVE NEARLY 7,500 REFUGEES AND IMMIGRANTS FROM ACROSS THE GLOBE. 2778423 300536 803668 ADULT SERVICES: OFTEN, ADULTS IN NEED ARE THE LAST TO BE SERVED, IF THEY HAVE ACCESS TO SERVICES AT ALL; THIS IS ESPECIALLY TRUE FOR SINGLE ADULTS WITH NO FAMILIES. THIS IS WHY LSF CONTINUES ITS ESSENTIAL WORK WITH HELPING ADULTS IN NEED OF CARE AND ASSISTANCE THROUGHOUT THE STATE OF FLORIDA. THROUGH ITS VARIED ADULT PROGRAMS, LSF AIMS TO NOT ONLY ADDRESS CURRENT AND URGENT NEEDS, BUT WORKS TO HELP ADULTS MAINTAIN OR REGAIN AUTONOMY TO WHATEVER DEGREE POSSIBLE AND TO ENSURE THAT THEIR LIVES ARE FULL OF DIGNITY AND HOPE, KNOWING THAT LSF IS THERE TO ACCOMPANY THEM REGARDLESS OF THE PATHS THEIR LIVES HAVE TAKEN. NEARLY 700 ADULT FLORIDIANS RECEIVED HELP FROM LSF THIS PAST YEAR IN PROGRAMS DESIGNED TO ASSIST PEOPLE WITH DISABILITIES, PEOPLE WITH MENTAL IMPAIRMENTS, AND PEOPLE WHO ARE HIV+ AND LIVING WITH AIDS.ELDERLY PERSONS AND PEOPLE WITH MENTAL OR PHYSICAL INCAPACITIES WHO CANNOT MANAGE THEIR OWN AFFAIRS ARE HELPED BY LSF'S GUARDIANSHIP PROGRAM. THE LSF GUARDIANSHIP PROGRAM FOCUSES ON PEOPLE WHO ARE INDIGENT AND WORKS TO CREATE AND FACILITATE LIVES LIVED TO THEIR FULLEST WITH ADEQUATE HEALTHCARE, ALONG WITH SAFE AND COMFORTABLE HOUSING. IN THE SAME MANNER, THE LSF RYAN WHITE PROGRAM SEEKS TO HELP PEOPLE LIVING WITH HIV/AIDS TO NOT ONLY ACCESS HEALTH CARE SERVICES, BUT TO FIND SUPPORT AND SOLACE. 531539 9725220 826868 1675745 235061903 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 318 0 1 1527 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X ROBERT J WYDRA JR 8138751408 3627 W WATERS AVE TAMPA FL 33614 WILLIAM D HAUEISEN BOARD CHAIR 2.00 X X 0 0 0 WILLIAM HORNE VICE CHAIR 2.00 X X 0 0 0 LAUREL MARC-CHARLES ESQ SECRETARY 2.00 X X 0 0 0 FRED KRAEGEL TREASURER 2.00 X X 0 0 0 ALONZO BATSON JR DIRECTOR 1.00 X 0 0 0 JOHN BAUDER DIRECTOR (PARTIAL YEAR) 1.00 X 0 0 0 LINDA GRAY DIRECTOR 1.00 X 0 0 0 ZINA HAMILTON DIRECTOR 1.00 X 0 0 0 RUDY KOHLER DIRECTOR 1.00 X 0 0 0 SCOTT MORRIS DIRECTOR 1.00 X 0 0 0 REV JAMES ROCKEY DIRECTOR 1.00 X 0 0 0 SAMUEL M SIPES CEO 45.00 X 318469 0 17463 ROBERT J WYDRA JR CFO 45.00 X 182563 0 26003 CHRISTINE A CAUFFIELD CEO & EXEC VP SAMH 45.00 X 199279 0 10270 LOUIS A FINNEY EXEC VP OF CHILDREN & HS SVCS 45.00 X 190954 0 10898 PHILIP HUBBELL EXEC VP HR 45.00 X 177698 0 25924 AMELIA FOX CSO 45.00 X 176251 0 23255 ARTHUR MATTHEW ROSEN VP & GENERAL COUNSEL 45.00 X 149039 0 17022 LISA GALBRAITH CORPORATE CONTROLLER 45.00 X 142099 0 4278 SHELLEY KATZ COO LSF HEALTH SYSTEMS 45.00 X 141912 0 11215 MARIE MASON VP OPERATIONS 45.00 X 141274 0 10781 JOHN T ATKINSON CFO 45.00 X 119664 0 9004 CHRISTOPHER JAMES CARD FORMER PRESIDENT & COO 45.00 X 288740 0 10180 2227942 0 176293 22 1 1 0 SCHOOL DISTRICT OF PALM BEACH 2300 FORST HILL BLVD A-323 WEST PALM BEACH FL 33406 CHILD SERVICES 4777554 DUVAL COUNTY SCHOOL BOARD 1701 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 CHILD SERVICES 2511364 HISPANIC HUMAN RESOURCES 1427 S GONGRESS AVE WEST PALM BEACH FL 33406 CHILD SERVICES 2208969 CHILDREN'S HOME SOCIETY OF FL 482 KELLER RD 3RD FLOOR ORLANDO FL 32810 CHILD SERVICES 1695839 R'CLUB CHILD CARE INC 4140 49TH ST NORTH ST PETERSBURG FL 33709 CHILD SERVICES 1466945 40 75805 7075 237575155 3232275 2786067 240890310 GUARDIANSHIP SERVICES 624200 803668 803668 RESETTLEMENT SERVICES 624200 340538 340538 MANAGEMENT FEE 611710 33970 33970 1178176 65357 65357 253906 28800 279459 18800 -25553 10000 -15553 -15553 0 7075 5670 -5670 -5670 MISCELLANEOUS REVENUE 900099 531539 531539 531539 242644159 1709715 0 44134 X 131283390 131283390 5024994 5024994 1330561 341285 989276 46734815 43606759 3087552 40504 873815 699723 173007 1085 8678864 8171282 496602 10980 3644664 3360950 280527 3187 198322 68703 129619 431208 37 431171 24068 24068 17457 17457 25146381 24716041 430209 131 28363 15345 13018 3128489 2957234 164021 7234 636968 449965 161493 25510 5378280 4924872 451794 1614 1754406 1662766 88688 2952 655324 591986 57794 5544 329228 131779 197449 942008 697878 244130 788445 720082 68209 154 IN-KIND SUPPLIES & FOOD 2786067 2786067 FOOD PURCHASES 2620546 2620514 32 STAFF RECRUITMENT 93685 54503 39076 106 PROGRAM ACTIVITIES 81461 81461 109177 94287 14592 298 242720986 235061903 7559784 99299 2513990 1848616 458171 12326104 25184591 20648444 187183 306870 765553 934550 14013512 7930630 6682051 6082882 893038 955432 3288863 8604011 39973440 51706909 22874572 26017802 4519887 8848087 3365861 2765842 2569126 2226296 33329446 39858027 X 1682361 1873808 4185663 9199104 775970 775970 6643994 11848882 39973440 51706909 X -76827 89295 5183545 8875 X X 0 1 X 1 1 1 X 197252466 203554716 211255224 216785220 240890310 1069737936 197252466 203554716 211255224 216785220 240890310 1069737936 1069737936 37737 34818 141588 56252 65357 335752 31682 99793 403806 139067 531539 1205887 1071279575 9914405 0.99860 0.99900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2014 AMOUNT: $ 31,682. 2015 AMOUNT: $ 27,278. 2016 AMOUNT: $ 394,999. 2017 AMOUNT: $ 139,067. 2018 AMOUNT: $ 531,539. SPECIAL FUNDRAISING EVENTS REVENUE - 2015 AMOUNT: $ 72,515. 2016 AMOUNT: $ 8,807. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 24068 24068 0 PART II-B, LINE 1: LSF PAYS THE MAYERNICK GROUP, LLC A MONTHLY RETAINER FEE TO RENDER THE FOLLOWING SERVICES: (1) EDUCATION AND CONSULTING SERVICES AND (2) SUCH OTHER SPECIFIC SERVICES IN REGARD TO THE LEGISLATURE AND EXECUTIVE GOVERNMENT OF THE STATE OF FLORIDA AS THE PARTIES MAY MUTUALLY AGREE UPON. 1 22846339 3725914 19120425 0 5916773 6798115 67715 1777893 11004710 7888864 235126 66310 2273527 5916773 9763506 389792 63691 2328125 7888864 11277593 991954 47149 2553190 9763506 7442975 6242011 13585 2420978 11277593 0.09360 0.07050 0.83590 1 0 1735899 1735899 3229159 2132814 1096345 5503123 2690563 2812560 2795112 2587449 207663 750219 519804 230415 6082882 SECURITY DEPOSITS 179731 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 850018 ASSETS LIMITED AS TO USE 485740 GIFTED FACILITIES 6900254 DUE FROM AFFILIATE 188268 8604011 CAPITAL LEASE OBLIGATIONS 2226296 2226296 X 251562561 89295 8830232 8875 8928402 242634159 10000 10000 242644159 246357673 3646687 -10000 3636687 242720986 0 242720986 PART IV, LINE 1B: IN CONNECTION WITH THE ORGANIZATION'S GUARDIANSHIP PROGRAM, THE ORGANIZATION HOLDS ASSETS IN TRUST FOR INDIVIDUALS WHO HAVE BEEN DECLARED INCAPACITATED. THE ORGANIZATION IS A COURT-APPOINTED LEGAL GUARDIAN FOR THESE INDIVIDUALS. ASSETS HELD IN TRUST FOR THESE INDIVIDUALS INCLUDE TANGIBLE PERSONAL PROPERTY AND REAL PROPERTY VALUED AT THEIR FAIR VALUE ON THE DATE THE ORGANIZATION WAS APPOINTED GUARDIAN. CASH AND INVESTMENTS ARE VALUED AT THEIR CURRENT MARKET VALUE. INCOME EARNED ON ASSETS HELD IN TRUST ARE APPLIED TO EACH INDIVIDUAL'S ACCOUNT BALANCE. THE ASSETS THAT ARE HELD IN TRUST BY THE ORGANIZATION ARE NOT INCLUDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART V, LINE 4: THE ORGANIZATION INTENDS FOR THE PERMANENT ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT FUNDS WHILE ALSO PRESERVING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. EARNINGS DISTRIBUTED ARE USED TO SUPPORT PORGRAM OBJECTIVES AS STIPULATED BY DONOR-RESTRICTIONS OR AS STIPULATED BY THE BOARD OF DIRECTORS. THE ORGANIZATION INTENDS FOR THE TEMPORARY ENDOWMENTS TO BE USED FOR DISASTER RELIEF, TUITION REIMBURSEMENT PROGRAMS, CAPITAL IMPROVEMENTS, AND PROGRAMS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS OF THE FLORIDA STATUTES. LSF IS THE SOLE MEMBER OF LSF HEALTH, WHICH IS CONSIDERED A DISREGARDED ENTITY FOR FEDERAL AND STATE INCOME TAX PURPOSES. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT ASSESSED WHETHER THERE WERE ANY SUCH UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILIATIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 8,875. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF FIXED ASSETS NETTED WITH EXPENSES ON FS 10,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF FIXED ASSETS NETTED WITH EXPENSES ON FS -10,000. 1 ABILITY HOUSING OF NORTHEAST FLORIDA INC 76 S LAURA ST STE 303 JACKSONVILLE FL 32202 593087085 501(C)(3) 110729 DCF SAMH PROVIDER ALACHUA COUNTY BOARD OF COUNTY COMMISSIONERS 4201 SW 21ST PL GAINESVILLE FL 32607 596000501 501(C)(3) 283092 DCF SAMH PROVIDER ALTERNATE GROUP CARE 1001 W OAKLAND PARK BLVD SUNRISE FL 33351 462464364 15120 DCF SAMH PROVIDER BAYCARE BEHAVIORAL HEALTH INC PO BOX 428 NEW PORT RICHEY FL 346560428 591371752 501(C)(3) 3204428 DCF SAMH PROVIDER CAMELOT COMMUNITY CARE INC 4910-D CREEKSIDE DR CLEARWATER FL 33760 311659302 501(C)(3) 207877 DCF SAMH PROVIDER CATHEDRAL FOUNDATION OF JACKSONVILLE INC 4250 LAKESIDE DR STE 300 JACKSONVILLE FL 32210 596161532 501(C)(3) 473678 DCF SAMH PROVIDER CDS FAMILY & BEHAVIORAL HEALTH SERVICES INC 1218 NW 6TH STREET GAINESVILLE FL 32601 591435252 501(C)(3) 625096 DCF SAMH PROVIDER CHILD GUIDANCE CENTER INC 5776 ST AUGUSTINE ROAD JACKSONVILLE FL 32207 590704727 501(C)(3) 1897095 DCF SAMH PROVIDER CHILDREN'S HOME SOCIETY OF FLORIDA INC 1485 S SEMORAN BLVD SUITE 1448 WITNER PARK FL 32792 590192430 501(C)(3) 319788 DCF SAMH PROVIDER CLAY BEHAVIORAL HEALTH CENTER INC 1726 KINGSLEY AVE STE 2 ORANGE PARK FL 32073 592219317 501(C)(3) 5003375 DCF SAMH PROVIDER COMMUNITY COALITION ALLIANCE INC 435 CITRONA DRIVE FERNANDINA BEACH FL 32034 264026115 501(C)(3) 1387774 DCF SAMH PROVIDER COMMUNITY REHABILITATION CENTER INC 623 BEECHWOOD ST JACKSONVILLE FL 32206 593198739 501(C)(3) 229863 DCF SAMH PROVIDER DANIEL MEMORIAL INC 4203 SOUTHPOINT BLVD JACKSONVILLE FL 32216 593067752 501(C)(3) 1080843 DCF SAMH PROVIDER DAYSPRING VILLAGE INC PO BOX 1080 HILLIARD FL 32046 592920469 784317 DCF SAMH PROVIDER DELORES BARR WEAVER POLICY CENTER INC 40 E ADAMS ST STE 130 JACKSONVILLE FL 32202 460938295 501(C)(3) 48771 DCF SAMH PROVIDER ECKERD YOUTH ALTERNATIVES INC 100 STARCREST DR CLEARWATER FL 33765 592551416 501(C)(3) 858415 DCF SAMH PROVIDER EPIC COMMUNITY SERVICE INC 1400 OLD DIXIE HWY STE A ST AUGUSTINE FL 32084 591502582 501(C)(3) 1938261 DCF SAMH PROVIDER FLAGLER HOSPITAL INC 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 590675143 501(C)(3) 434198 DCF SAMH PROVIDER FRESH MINISTRIES INC 1131 N LAURA ST JACKSONVILLE FL 32206 592967898 501(C)(3) 914570 DCF SAMH PROVIDER GAINESVILLE OPPORTUNITY CENTER INC 2772 NW 43RD ST STE B-1 GAINESVILLE FL 32606 208823721 501(C)(3) 192824 DCF SAMH PROVIDER GATEWAY COMMUNITY SERVICES INC 555 STOCKTON ST JACKSONVILLE FL 32204 591881828 501(C)(3) 10853954 DCF SAMH PROVIDER GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES INC 14041 ICOT BLVD CLEARWATER FL 33760 591229354 501(C)(3) 437796 DCF SAMH PROVIDER HALIFAX HOSPITAL MEDICAL CENTER DBA HALIFAX HEALTH 303 N CLYDE MORRIS BLVD DAYTONA BEACH FL 32114 596001217 501(C)(3) 1550791 DCF SAMH PROVIDER HANLEY CENTER FOUNDATION INC 900 54TH ST WEST PALM BEACH FL 33407 202871945 501(C)(3) 972608 DCF SAMH PROVIDER HEALTHY START COALITION OF FLAGLER & VOLUSIA COUNTIES INC 109 EXECUTIVE CIRCLE DAYTONA BEACH FL 32114 593163742 501(C)(3) 133715 DCF SAMH PROVIDER HERNANDO COUNTY COMMUNITY ANTI-DRUG COALITION 13001 SPRING HILL DRIVE SPRING HILL FL 34609 200450051 501(C)(3) 150000 DCF SAMH PROVIDER IM SULZBACHER CENER FOR THE HOMELESS INC 611 E ADAMS ST JACKSONVILLE FL 32202 593229898 501(C)(3) 235217 DCF SAMH PROVIDER LIFESTREAM BEHAVIORAL CENTER INC 2020 TALLY ROAD LEESBURG FL 34749 591561501 501(C)(3) 16940152 DCF SAMH PROVIDER MARLYN BEHAVIORAL HEALTH SYSTEMS INC DBA QUALITY RESOURCE CENTER 11265 ALUMNI WAY JACKSONVILLE FL 32246 593433089 501(C)(3) 341844 DCF SAMH PROVIDER MENTAL HEALTH AMERICA OF EAST CENTRAL FLORIDA INC 531 RIDGEWOOD AVENUE DAYTONA BEACH FL 32114 596044669 501(C)(3) 217470 DCF SAMH PROVIDER MENTAL HEALTH AMERICA OF NORTHEAST FLORIDA INC 8280 PRINCETON SQUARE BLVD STE 10 JACKSONVILLE FL 32256 590721416 501(C)(3) 101690 DCF SAMH PROVIDER MENTAL HEALTH RESOURCE CENTER INC 10550 DEERWOOD PARK BLVD STE 600 JACKSONVILLE FL 32256 591905344 501(C)(3) 14665389 DCF SAMH PROVIDER MERIDIAN BEHAVIORAL HEALTHCARE INC 4300 SW 13TH ST GAINESVILLE FL 32608 591906214 501(C)(3) 16647171 DCF SAMH PROVIDER METRO TREATMENT OF FLORIDA LP DBA JACKSONVILLE METRO TREATMENT CENTER 2500 MAITLAND CENTER PARKWAY SUITE 250 MAITLAND FL 32751 582341219 2397772 DCF SAMH PROVIDER MID FLORIDA HOMELESS COALITION INC 104 E DAMPIER STREET INVERNESS FL 34450 593800140 501(C)(3) 140592 DCF SAMH PROVIDER NAMI GAINESVILLE PO BOX 35873 GAINESVILLE FL 32635 453612306 501(C)(3) 8000 DCF SAMH PROVIDER NAMI HERNANDO PO BOX 5613 SPRING HILL FL 34611 592684242 501(C)(3) 54000 DCF SAMH PROVIDER NORTHWEST BEHAVIORAL HEALTH SERVICES INC PO BOX 9373A JACKSONVILLE FL 32208 593128476 501(C)(3) 602795 DCF SAMH PROVIDER OPERATION PAR INC 6655 66TH ST N PINELLAS PARK FL 33781 591349234 501(C)(3) 698275 DCF SAMH PROVIDER OPERATION NEW HOPE INC 1830 N MAIN ST JACKSONVILLE FL 32206 593590360 501(C)(3) 88892 DCF SAMH PROVIDER ORANGE PARK MEDICAL CENTER PO BOX 402369 ATLANTA GA 303842369 611269295 1095520 DCF SAMH PROVIDER PARTNERSHIP FOR COMMUNTIY HEALTH DBA AVIDITY 721 SW 9TH STREET POMPANO BEACH FL 33060 264488970 501(C)(3) 6720 DCF SAMH PROVIDER PHOENIX PROGRAMS OF FLORIDA DBA PHOENIX HOUSE OF FLORIDA 501 VONDERBURG DRIVE SUITE 301 BRANDON FL 33511 593172948 501(C)(3) 213268 DCF SAMH PROVIDER RIVER REGION HUMAN SERVICES INC 2055 REYKO RD STE 101 JACKSONVILLE FL 32207 591952727 501(C)(3) 7642 DCF SAMH PROVIDER SCA DEVEREUX ADVANCES BEHAVIORAL HEALTH 1850 S DELEON AVE TITUSVILLE FL 32780 231390618 501(C)(3) 21000 DCF SAMH PROVIDER SCHOOL DISTRICT OF CLAY COUNTY - SEDNET 2306 KINGSLEY AVE ORANGE PARK FL 32073 593474751 501(C)(3) 355310 DCF SAMH PROVIDER SINFONIA FAMILY SERVICES OF FLORIDA 548 NW UNIVERSITY BLVD SUITE 102 PORT ST LUCIE FL 34986 471409713 501(C)(3) 739376 DCF SAMH PROVIDER SMA BEHAVIORAL HEALTH SERVICES INC 1220 WILLIS AVE BOX 60 DAYTONA BEACH FL 321142810 590976866 501(C)(3) 26567695 DCF SAMH PROVIDER ST AUGUSTINE YOUTH SERVICES INC 201 SIMONE WAY ST AUGUSTINE FL 32086 592925271 501(C)(3) 1627209 DCF SAMH PROVIDER STARTING POINT BEHAVIORAL HEALTHCARE 461342 SR 200 YULEE FL 32097 593029469 501(C)(3) 2334561 DCF SAMH PROVIDER THE CENTERS INC 5664 SW 60TH AVE BLDG 1 OCALA FL 34474 510177273 501(C)(3) 9232095 DCF SAMH PROVIDER THE HOUSE NEXT DOOR INC 804 N WOODLAND BLVD DELAND FL 327203429 591675284 501(C)(3) 703188 DCF SAMH PROVIDER UNITED WAY OF SUAWANNEE VALLEY INC 871 SW STATE ROAD 47 LAKE CITY FL 32025 591262354 501(C)(3) 136714 DCF SAMH PROVIDER URBAN JACKSONVILLE INC DBA AGING TRUE 4250 LAKESIDE DR SUITE 200 JACKSONVILLE FL 32210 237024899 501(C)(3) 193365 DCF SAMH PROVIDER VAN GOGH'S PALETTE INC DBA VINCENT ACADEMY ADVENTURE COAST 4801 78TH AVE N PINELLAS PARK FL 34611 593720139 501(C)(3) 441759 DCF SAMH PROVIDER VOLUNTEERS OF AMERICA OF FLORIDA INC 1205 E 8TH AVE JACKSONVILLE FL 33605 581856992 501(C)(3) 342005 DCF SAMH PROVIDER WOODRIDGE OF TENNESSEE LLC DBA MADISON OAKS ACADEMY 165 CUDE LANE MADISON TN 37115 205504314 15840 DCF SAMH PROVIDER 52 57 FOOD, CLOTHING & SHELTER FOR INDIGENTS 19109 4145347 FMV FOOD, CLOTHING, HOUSING DIRECT CASH ASSISTANCE FOR RENT, UTILITIES, ETC 27243 879647 PART I, LINE 2: IT IS THE POLICY OF LSF TO MAINTAIN ACCURATE BOOKS AND TO PUBLISH AND DISTRIBUTE A COMPLETE SET OF CURRENT MONTH AND YEAR TO DATE FINANCIAL STATEMENTS TO CONTRACT MANAGERS REFLECTING THE ACCURACY AND TIMELY PUBLICATION OF THEIR GRANTS AND CONTRACT FUNDING. ALL INDIVIDUALS RECEIVING CASH AND/OR NONCASH ASSISTANCE ARE ELIGIBLE TO RECEIVE SUCH ASSISTANCE IN ACCORDANCE WITH LSF'S CONTRACTS WITH THE FUNDING SOURCES. LSF'S CONTRACT COMPLIANCE IS ROUTINELY MONITORED BY THE VARIOUS FUNDERS. X X X X X 1 1 0 0 0 0 0 0 0 SAMUEL M SIPES CEO 316518 0 0 0 1951 0 0 0 17463 0 335932 0 0 0 ROBERT J WYDRA JR CFO 182186 0 0 0 377 0 5590 0 20413 0 208566 0 0 0 CHRISTINE A CAUFFIELD CEO & EXEC VP SAMH 197431 0 0 0 1848 0 2907 0 7363 0 209549 0 0 0 LOUIS A FINNEY EXEC VP OF CHILDREN & HS SVCS 129724 0 0 0 61230 0 3701 0 7197 0 201852 0 0 0 PHILIP HUBBELL EXEC VP HR 177321 0 0 0 377 0 5583 0 20341 0 203622 0 0 0 AMELIA FOX CSO 175878 0 0 0 373 0 2841 0 20414 0 199506 0 0 0 ARTHUR MATTHEW ROSEN VP & GENERAL COUNSEL 148196 0 0 0 843 0 3984 0 13038 0 166061 0 0 0 SHELLEY KATZ COO LSF HEALTH SYSTEMS 141390 0 0 0 522 0 4203 0 7012 0 153127 0 0 0 MARIE MASON VP OPERATIONS 141018 0 0 0 256 0 3677 0 7104 0 152055 0 0 0 CHRISTOPHER JAMES CARD FORMER PRESIDENT & COO 108647 0 0 0 180093 0 2868 0 7312 0 298920 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES AN INDEPENDENT COMPENSATION REVIEW COMPLETED BY AN INDEPENDENT COMPENSATION CONSULTANT, REVIEW OF SIMILAR ORGANIZATIONS' FORM 990, AND CONSULTING WITH LUTHERAN SERVICES OF AMERICA'S SALARY LISTING OF SIMILAR POSITIONS AROUND THE COUNTRY. THE BOARD ANALYZES AND COMPARES THE INFORMATION TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION. FOR OTHER OFFICERS OF THE ORGANIZATION, SALARY SURVEYS ARE USED AND COMPARED. ALL PROCESSES USED TO DETERMINE COMPENSATION ARE DOCUMENTED. PART I, LINES 4A-B EFFECTIVE JULY 1, 2010, THE ORGANIZATION ADOPTED A 457(F) EMPLOYEE BENEFIT PLAN OR SERP, WHICH PROVIDES KEY EXECUTIVES (THE PARTICIPANTS) DEFERRED COMPENSATION BENEFITS. BENEFITS UNDER THE SERP ACCUMULATED FROM ANNUAL CONTRIBUTIONS AND EARNINGS THEREON. THE PARTICIPANTS VEST AT VARIOUS TIME INTERVALS IN THE FUTURE. UPON HIS TERMINATION, CHRISTOPHER JAMES CARD RECEIVED A DISTRIBUTION DURING CALENDAR YEAR 2018 OF $179,393, WHICH WAS REPORTED IN HIS W-2 COMPENSATION. OTHER PARTICIPANTS IN THE 457(F) PLAN ARE SAMUEL M. SIPES, ROBERT J. WYDRA, AMELIA FOX, AND PHIL HUBBELL. LOUIS FINNEY RECEIVED A SEVERANCE PAYMENT OF $61,063 DURING CALENDAR YEAR 2018, WHICH WAS REPORTED IN HIS W-2 COMPENSATION. X 2786067 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS INITALLY REVIEWED INTERNALLY BY THE PRESIDENT/CEO AND CFO OF THE ORGANIZATION. SUBSEQUEST TO THIS REVIEW THE 990 IS FORWARDED TO THE BOARD OF DIRECTORS FOR COMMENTS AND QUESTIONS PRIOR TO FILING. THE CFO SIGNS THE RETURN AFTER CONSIDERING ALL OF THE BOARD OF DIRECTORS COMMENTS AND QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE PURPOSE OF THE LSF CONFLICT OF INTEREST POLICY IS TO PROTECT THE ORGANIZATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. TO ENSURE COMPLIANCE WITH THIS CONFLICT OF INTEREST POLICY AS IT APPLIES TO THE BOARD, LUTHERAN SERVICES FLORIDA PROHIBITS MEMBERS OF THE GOVERNING BOARD FROM ALSO BEING ORGANIZATION PERSONNEL. THE ORGANIZATION ENSURES THAT THE GOVERNING BOARD MEMBERS WHO ARE RELATIVES OF PERSONNEL RECUSE THEMSELVES ON MATTERS WHERE OBJECTIVITY WOULD BE COMPROMISED. TO FURTHER AVOID ANY APPEARANCE OF CONFLICT OF INTEREST, NO GOVERNING BOARD MEMBER, EMPLOYEE, AGENT OR PRINCIPAL SHALL PARTICIPATE IN THE SELECTION, AWARD, OR ADMINISTRATION OF A PURCHASE OR CONTRACT WITH A VENDOR WHERE, TO HIS/HER KNOWLEDGE, ANY INDIVIDUAL, FAMILY MEMBER, PARTNER, OR POTENTIAL EMPLOYER HAS FINANCIAL INTEREST IN THE PURCHASE OR CONTRACT. IN ADDITION EACH MEMBER OF THE BOARD SIGNS A STATEMENT INDICATING THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND UNDERSTAND SAID POLICY. LSF ALSO HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO PERSONNEL WHICH IS FOUND IN THE PERSONNEL POLICY MANUAL. THIS POLICY STATES THAT NO LSF EMPLOYEE MAY ENGAGE IN ANY ACTIVITY THAT MIGHT BENEFIT HIM/HER PERSONALLY AT THE EXPENSE OF, OR THAT MIGHT BE HARMFUL TO THE ORGANIZATION. IF THERE IS ANY QUESTION REGARDING THIS ISSUE, THE MATTER SHOULD BE SUBMITTED IN WRITING TO THE CHIEF EXECUTIVE OFFICER. EMPLOYEES MAY ENGAGE IN ACTIVITIES, INCLUDING ADDITIONAL EMPLOYMENT, OUTSIDE OF WORKING-TIME AND AWAY FROM LSF PREMISES, OF THEIR OWN CHOOSING, PROVIDED THAT SUCH DO NOT CONFLICT OR INTERFERE WITH LSF'S OBJECTIVES OR PURPOSES AND THE EMPLOYEE'S PERFORMANCE OR THE ABILITY TO MEET LSF REQUIREMENTS. LSF RESOURCES OR WORKING TIME SHOULD NOT BE USED IN FURTHERANCE OF OUTSIDE EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES AN INDEPENDENT COMPENSATION REVIEW COMPLETED BY AN INDEPENDENT COMPENSATION CONSULTANT, REVIEW OF SIMILAR ORGANIZATIONS' FORM 990, AND CONSULTING WITH LUTHERAN SERVICES OF AMERICA'S SALARY LISTING OF SIMILAR POSITIONS AROUND THE COUNTRY. THE BOARD ANALYZES AND COMPARES THE INFORMATION TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION. FOR OTHER OFFICERS OF THE ORGANIZATION, SALARY SURVEYS ARE USED AND COMPARED. ALL PROCESSES USED TO DETERMINE COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UNDER REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH BY IRC SECTION 6104(D). REQUESTS CAN BE DIRECTED TO THE CORPORATE CONTROLLER AT (813) 676-9480. FORM 990, PART IX, LINE 11G CHILDCARE: PROGRAM SERVICE EXPENSES 19,183,271. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,183,271. SUBCONTRACTOR SERVICES: PROGRAM SERVICE EXPENSES 3,012,441. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,012,441. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 896,886. MANAGEMENT AND GENERAL EXPENSES 462. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 897,348. PROFESSIONAL & CONSULTING: PROGRAM SERVICE EXPENSES 508,812. MANAGEMENT AND GENERAL EXPENSES 374,106. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 882,918. HOUSEKEEPING: PROGRAM SERVICE EXPENSES 457,997. MANAGEMENT AND GENERAL EXPENSES 30,835. FUNDRAISING EXPENSES 131. TOTAL EXPENSES 488,963. TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 373,212. MANAGEMENT AND GENERAL EXPENSES 24,806. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 398,018. HEALTH SERVICES: PROGRAM SERVICE EXPENSES 220,205. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 220,205. MENTAL HEALTH ASSESS/CARE: PROGRAM SERVICE EXPENSES 63,217. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,217. FORM 990, PART XI, LINE 9: CHANGES IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 8,875. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. LUTHERAN NON-PROFIT MANAGEMENT SOLUTIONS LLC (LSF HEALTH) 3627 W WATERS AVE TAMPA FL 33614 273246724 GOVERN/ADVISE FL 0 0 LUTHERAN SERVICES FLORIDA INC CHARLES A ZERBST CHARITABLE TRUST C/O BANK OF TAMPA TRUST DEPARTMENT TAMPA FL 33606 812918786 PROVIDE SUPPORT TO LUTHERAN SERVICES FLORIDA FL LUTHERAN SERVICES FLORIDA T 12102 701648 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1