2024-05-09T10:45:11-05:00 2023-06-30 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2022-07-01 592198911 LUTHERAN SERVICES FLORIDA INC LUTH 8138751408 3627 W WATERS AVE TAMPA FL 33614 ROBERT J WYDRA JR CFO 8138751408 2024-04-23 1 ROBERT WYDRA JR 999009999 0 JULIANA KREUL P01204534 3217516200 2024-04-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SAMUEL M SIPES 3627 W WATERS AVE TAMPA FL 33614 377368741 0 X WWW.LSFNET.ORG X 1982 FL 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. 11 11 2103 4309 0 0 297945852 374900095 1082021 1265146 349601 160879 668133 544717 300045607 376870837 185197752 217980440 0 0 74125327 93683653 0 0 659447 39525600 55845347 298848679 367509440 1196928 9361397 73010946 106639966 61079652 86412024 11931294 20227942 X LUTHERAN SERVICES FLORIDA BRINGS GOD'S HEALING, HOPE AND HELP TO PEOPLE IN NEED IN THE NAME OF JESUS CHRIST. 0 0 217078505 209374126 IN FLORIDA, SUBSTANCE USE DISORDERS PRESENT A SIGNIFICANT MENTAL HEALTH CONCERN. THIS ISSUE OFTEN INTERSECTS WITH OTHER MENTAL HEALTH DISORDERS, COMPLICATING TREATMENT AND WIDENING SOCIOECONOMIC DISPARITIES. EFFECTIVE PREVENTION, INTERVENTION, AND TREATMENT PROGRAMS ARE ESSENTIAL TO TACKLE THIS URGENT PUBLIC HEALTH CHALLENGE AND ENHANCE THE OVERALL WELL-BEING OF FLORIDIANS. FLORIDA HAS ADOPTED A PRIVATIZED APPROACH TO THE BEHAVIORAL HEALTH SAFETY NET, ESTABLISHING MANAGING ENTITIES LIKE LSF HEALTH SYSTEMS. THESE ENTITIES ENSURE THE PROVISION OF QUALITY MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES (SAMH) TO INDIVIDUALS WHO LACK INSURANCE COVERAGE, HAVE INADEQUATE COVERAGE, OR ARE INDIGENT. LSF HEALTH SYSTEMS IS TASKED WITH DEVELOPING, MANAGING, AND OVERSEEING A NETWORK OF 62 SERVICE PROVIDERS ACROSS A 23-COUNTY AREA. PREVENTION SERVICES REACH OVER 3.9 MILLION INDIVIDUALS, WITH TRAINING PROVIDED TO MORE THAN 2,500 INDIVIDUALS AND PEERS, AND 672 CARE LINE CALLS ANSWERED. BECAUSE OF LSF HEALTH SYSTEMS, MILLIONS OF VULNERABLE AND AT-RISK FLORIDIANS WERE ABLE TO HAVE BEHAVIORAL HEALTH NEEDS MET, ADDICTIONS BROKEN, AND LIVES SAVED. 73133406 5356113 THE FIRST FIVE YEARS OF A CHILD'S EDUCATION CAN PROPEL OR HAMPER THE REST OF THEIR EDUCATIONAL JOURNEY. LSF HELPS CHILDREN BREAK THE CYCLE OF POVERTY AND REACH THEIR FULL POTENTIAL THROUGH HIGH-QUALITY EDUCATION AND FAMILY-CENTERED PROGRAMMING. THIS YEAR, LSF'S HEAD START AND EARLY HEAD START PROGRAMS EDUCATED 5,018 AT-RISK LEARNERS IN 342 CLASSROOMS ACROSS 99 LOCATIONS WHILE LEVELING THE EDUCATIONAL PLAYING FIELD FOR STUDENTS ENTERING ELEMENTARY SCHOOL ACROSS FLORIDA. WITH THE UNDERSTANDING THAT FOOD INSECURITY IS A BARRIER TO FOCUSED LEARNING AND FAMILY STABILITY, LSF SERVED OVER 3.5 MILLION HEALTHY MEALS AND SNACKS THROUGHOUT THE YEAR. THIS FOOD PROGRAM NOT ONLY ALLEVIATES A FINANCIAL BURDEN FOR PARENTS, BUT TEACHES CHILDREN LIFE-LONG HEALTHY EATING HABITS WHILE ENSURING THEIR READINESS TO LEARN. 66586303 3250201 A CORE EMPHASIS OF LSF IS TO IMPROVE THE WELL-BEING OF YOUTH AND FAMILIES, RECOGNIZING THE PROFOUND IMPACT OF CRISES AND CONFLICTS ON FAMILY UNITS. LSF FAMILY FOCUS PROGRAMS ENCOMPASS THE ENTIRE FAMILY FROM INFANTS TO SENIORS IN NEED, PROVIDING CRITICAL SERVICES TO THOUSANDS LAST YEAR. FOR CHILDREN WHO FACE ABUSE OR NEGLECT, LSF'S CHILD WELFARE CASE MANAGEMENT OFFERS PROTECTIVE SERVICES, ENSURING THE SAFETY AND WELL-BEING OF 4189 CHILDREN. LSF'S FAMILY SUPPORT CONTINUES INTO ADOLESCENCE THROUGH RESIDENTIAL YOUTH SHELTERS AND GROUP HOMES PROVIDING TEMPORARY SAFE HAVENS FOR 758 YOUNG PEOPLE AGED 10-17. IN ADDITION, WHOLE-FAMILY SERVICES ARE PROVIDED THROUGH COMMUNITY COUNSELING, FAMILY SUPPORT PROGRAMMING, AND DIVERSION SERVICES, TOUCHING 19,155 INDIVIDUALS. LSF ADULT ADVOCACY SERVICES PROTECTED THE LIVES OF 357 ADULTS AT RISK OF EXPLOITATION, OFFERING THEM A LIFELINE AND MANAGING THEIR AFFAIRS AMIDST CHALLENGES WITH MENTAL OR PHYSICAL INCAPACITIES. LSF ALSO EXTENDS A COMPASSIONATE HAND TO NEWCOMERS IN FLORIDA, HELPING 14,671 REFUGEES AND IMMIGRANTS WITH VARIOUS SERVICES INCLUDING FINDING HOMES, LEARNING ENGLISH, SECURING EMPLOYMENT, LEGAL ASSISTANCE AND MENTORSHIP AS THEY INTEGRATE INTO THEIR NEW COMMUNITIES, FOSTERING A SENSE OF BELONGING AND HOPE IN THEIR NEW LIVES. 9804 1813191 9804 1813191 356808018 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 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 425 0 1 2103 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 FL X ROBERT J WYDRA JR 8138751408 3627 W WATERS AVE TAMPA FL 33614 SUSAN SCROGGINS CHAIR 2.00 X X 0 0 0 CHRISTINE FRANKLIN VICE CHAIR 2.00 X X 0 0 0 DAN YOUNG TREASURER 2.00 X X 0 0 0 ALONZO BATSON JR SECRETARY 2.00 X X 0 0 0 FRED KRAEGEL FORMER CHAIR 2.00 X 0 0 0 LORENZO COBIELLA MEMBER 1.00 X 0 0 0 CHRISTOPHER DANFORD MEMBER 1.00 X 0 0 0 JESSICA GORDON MEMBER 1.00 X 0 0 0 PHIL PARSATOON MEMBER 1.00 X 0 0 0 REV PEDRO M SUAREZ EX-OFFICIO 1.00 X 0 0 0 REVEREND GREGORY S WALTON EX-OFFICIO 1.00 X 0 0 0 MARK HECKLER MEMBER 1.00 X 0 0 0 MINA TADRUS MEMBER 1.00 X 0 0 0 JAMES ROCKEY EX-OFFICIO 1.00 X 0 0 0 SAMUEL M SIPES PRESIDENT AND CEO 45.00 X 432214 0 15675 ROBERT J WYDRA JR CFO 45.00 X 199646 0 43608 CHRISTINE A CAUFFIELD CEO & EXEC VP SAMH 45.00 X 247873 0 14818 MICHAEL P CARROLL EXEC VP OF OPERATIONS 45.00 X 246403 0 14645 PHILIP HUBBELL EXEC VP HR 45.00 X 198146 0 44937 AMELIA FOX CSO 45.00 X 200184 0 36315 ROBERT BIALAS EVP CHILDREN & HS SERV 45.00 X 199574 0 27304 JAMES CLARK EVP AGENCY ADVANCEMENT 45.00 X 182152 0 5476 ROBERT W HALEY EVP LEGAL & GEN COUNSEL 45.00 X 175374 0 6583 MARIE MASON VP OPERATIONS 45.00 X 156208 0 9718 LISA GALBRAITH CORPORATE CONTROLLER 45.00 X 162421 0 4251 LAURA P GILBERT VP FINANCE & ADMIN 45.00 X 145686 0 22511 LISA MAYROSE EVP FAMILY FOCUS 45.00 X 130204 0 10160 DUSTY B PYE CHIEF INTEGRATION OFFICER 45.00 X 143786 0 5143 2819871 0 261144 33 0 1 0 SCHOOL DISTRICT OF PALM BEACH 2300 FOREST HILL BLVD A-323 WEST PALM BEACH FL 33406 CHILD SERVICES 4159333 HISPANIC HUMAN RESOURCES 1427 S GONGRESS AVE WEST PALM BEACH FL 33406 CHILD SERVICES 2158081 FLORENCE FULLER CHILD DEVELOPMENT CENTER 200NE 14TH STREET BOCA RATON FL 33432 CHILD SERVICES 1812023 R'CLUB CHILD CARE INC 4140 49TH ST NORTH ST PETERSBURG FL 33709 CHILD SERVICES 1645526 DUVAL COUNTY SCHOOL BOARD 1701 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 CHILD SERVICES 1333276 40 205125 5000 364463989 10225981 577451 374900095 GUARDIANSHIP SERVICES 624200 719398 719398 RESETTLEMENT SERVICES 624200 469191 469191 MANAGEMENT FEE 611710 76557 76557 1265146 127078 127078 48066 0 48066 48066 48066 493577 9800 469576 0 24001 9800 33801 33801 25000 5000 28328 -3328 -3328 MISCELLANEOUS REVENUE 561000 499979 499979 499979 376870837 1813191 0 157551 209374126 209374126 8606314 8606314 2529936 780969 1555164 193803 72496390 67631606 4678166 186618 1425470 1628470 -208437 5437 11317151 10460304 807646 49201 5914706 5464060 424429 26217 343551 311812 31739 505052 10890 494162 60000 60000 18485 18485 23069742 22970192 71788 27762 111785 36168 64915 10702 9971220 9762590 167859 40771 1716194 1385702 316122 14370 9085045 8490445 588582 6018 3078853 2916622 150109 12122 1084752 985347 89990 9415 155776 52242 103534 1214864 1169537 45327 1211180 1087042 121780 2358 FOOD PURCHASES 2687125 2687125 IN-KIND SUPPLIES & FOOD 577451 577451 STAFF RECRUITMENT 510964 63919 447045 BACKGROUND CHECKS 73956 71910 2046 369352 283175 11524 74653 367509440 356808018 10041975 659447 5126385 2927751 13851491 19625191 39268072 54694805 331328 530469 360914 485000 1180183 6311911 19316411 10060113 5921886 9256298 1088691 1176354 5881996 11632187 73010946 106639966 47965718 55489758 9938677 21383647 2123720 1872343 1051537 7666276 61079652 86412024 X 3654370 5648752 8276924 14579190 11931294 20227942 73010946 106639966 X 9361397 50997 -1122831 7085 X X 0 1 X 1 1 1 X 240890310 247849468 260828886 297915376 374900095 1422384135 240890310 247849468 260828886 297915376 374900095 1422384135 1422384135 65357 74997 84707 100376 175144 500581 531539 479678 222093 657352 524979 2415641 1425300357 5685449 0.99800 0.99810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 531,539. 2019 AMOUNT: $ 479,678. 2020 AMOUNT: $ 222,093. 2021 AMOUNT: $ 641,303. 2022 AMOUNT: $ 499,979. SPECIAL FUNDRAISING EVENTS REVENUE - 2021 AMOUNT: $ 16,049. 2022 AMOUNT: $ 25,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 60000 60000 0 PART II-B, LINE 1: LSF PAYS LIBERTY PARTNERS OF TALLAHASSEE, 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 19681485 1924009 21605494 0 9365615 9528043 81472 3219586 15755544 9545571 3085346 -166410 3098892 9365615 9842335 2008220 238498 2543482 9545571 11004710 2021105 24299 3207779 9842335 5916773 6798115 67715 1777893 11004710 0.07466 0.05620 0.86914 1 0 1848945 1848945 3637868 3006377 631491 10246926 3973646 6273280 2780564 2280735 499829 802108 799355 2753 9256298 SECURITY DEPOSITS 537777 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 885416 GIFTED FACILITIES 3113264 DUE FROM AFFILIATE 99280 ROU ASSET 6996450 11632187 CAPITAL LEASE OBLIGATIONS 7666276 7666276 X 384511089 50997 3076585 4522470 7650052 376861037 9800 9800 376870837 373391631 4199416 1692575 5891991 367499640 9800 9800 367509440 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 PROGRAM 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 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, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 7,085. MIAMI BRIDGE YOUTH REVENUE 4,515,385. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN/LOSS RECLASS FROM OPERATING EXPENSE 9,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: MIAMI BRIDGE YOUTH EXPENSES 1,692,575. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN/LOSS RECLASS FROM OPERATING EXPENSE 9,800. 1 ABILITY HOUSING OF NORTHEAST FLORIDA INC 76 S LAURA ST STE 303 JACKSONVILLE FL 32202 593087085 501(C)(3) 395563 0 DCF SAMH PROVIDER ALACHUA COUNTY BOARD OF COUNTY COMMISSIONERS 4201 SW 21ST PL GAINESVILLE FL 32607 596000501 501(C)(3) 1358910 0 DCF SAMH PROVIDER BAY AREA YOUTH SERVICES 3104 CHERRY PALM DR STE 220 TAMPA FL 33619 592184150 501(C)(3) 674181 0 DCF SAMH PROVIDER BAYCARE BEHAVIORAL HEALTH INC PO BOX 428 NEW PORT RICHEY FL 346560428 591371752 501(C)(3) 5698799 0 DCF SAMH PROVIDER CAMELOT COMMUNITY CARE INC 4910-D CREEKSIDE DR CLEARWATER FL 33760 311659302 501(C)(3) 306344 0 DCF SAMH PROVIDER CATHEDRAL FOUNDATION OF JACKSONVILLE INC DBA AGING TRUE 4250 LAKESIDE DR STE 300 JACKSONVILLE FL 32210 596161532 501(C)(3) 516271 0 DCF SAMH PROVIDER CDS FAMILY & BEHAVIORAL HEALTH SERVICES INC 1218 NW 6TH STREET GAINESVILLE FL 32601 591435252 501(C)(3) 1063254 0 DCF SAMH PROVIDER CHILD GUIDANCE CENTER INC 5776 ST AUGUSTINE ROAD JACKSONVILLE FL 32207 590704727 501(C)(3) 3153542 0 DCF SAMH PROVIDER CHILDREN'S HOME SOCIETY OF FLORIDA INC 1485 S SEMORAN BLVD SUITE 1448 WITNER PARK FL 32792 590192430 501(C)(3) 1267560 0 DCF SAMH PROVIDER CHRYSALIS CENTER 1507 SUNSET DRIVE CORAL GABLES FL 33143 201966531 1962615 0 DCF SAMH PROVIDER CLAY BEHAVIORAL HEALTH CENTER INC 1726 KINGSLEY AVE STE 2 ORANGE PARK FL 32073 592219317 501(C)(3) 7253959 0 DCF SAMH PROVIDER COMMUNITY COALITION ALLIANCE INC 435 CITRONA DRIVE FERNANDINA BEACH FL 32034 264026115 501(C)(3) 3083739 0 DCF SAMH PROVIDER COMMUNITY REHABILITATION CENTER INC 623 BEECHWOOD ST JACKSONVILLE FL 32206 593198739 501(C)(3) 557429 0 DCF SAMH PROVIDER DAIGLE IDEA DEVELOPMENT DBA DAIGLE CREATIVE 9957 MORRINGS DRIVE 406 JACKSONVILLE FL 32257 203451345 300000 0 DCF SAMH PROVIDER DANIEL MEMORIAL INC 4203 SOUTHPOINT BLVD JACKSONVILLE FL 32216 593067752 501(C)(3) 714098 0 DCF SAMH PROVIDER DAYSPRING VILLAGE INC PO BOX 1080 HILLIARD FL 32046 592920469 4163302 0 DCF SAMH PROVIDER DELORES BARR WEAVER POLICY CENTER INC 40 E ADAMS ST STE 130 JACKSONVILLE FL 32202 460938295 501(C)(3) 54846 0 DCF SAMH PROVIDER DEVEREUX FOUNDATION 5850 TG LEE BLVD SUITE 400 ORLANDO FL 32822 231390618 175875 0 DCF SAMH PROVIDER ECKERD YOUTH ALTERNATIVES INC 100 STARCREST DR CLEARWATER FL 33765 592551416 501(C)(3) 941748 0 DCF SAMH PROVIDER EPIC COMMUNITY SERVICE INC 1400 OLD DIXIE HWY STE A ST AUGUSTINE FL 32084 591502582 501(C)(3) 5724793 0 DCF SAMH PROVIDER FIRST COAST RECOVERY ADVOCATES 23 W 8TH STREET JACKSONVILLE FL 32206 853112656 501(C)(3) 41711 0 DCF SAMH PROVIDER FLAGLER HOSPITAL INC 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 590675143 501(C)(3) 4779154 0 DCF SAMH PROVIDER FLAGLER OPEN ARMS RECOVERY SERVICES INC 2001 PLAM DRIVE FLAGLE BEACH FL 32136 851112598 501(C)(3) 515491 0 DCF SAMH PROVIDER NEW HOPE EDUCATION AND ADDITION SERVICES INC DBA FLORIDA RECOVERY SCHOOLS PO BOX 550956 JACKSONVILLE FL 32255 473436523 501(C)(3) 322465 0 DCF SAMH PROVIDER FRESH MINISTRIES INC 1131 N LAURA ST JACKSONVILLE FL 32206 592967898 501(C)(3) 2726956 0 DCF SAMH PROVIDER GAINESVILLE OPPORTUNITY CENTER INC 2772 NW 43RD ST STE B-1 GAINESVILLE FL 32606 208823721 501(C)(3) 399507 0 DCF SAMH PROVIDER GATEWAY COMMUNITY SERVICES INC 555 STOCKTON ST JACKSONVILLE FL 32204 591881828 501(C)(3) 14771448 0 DCF SAMH PROVIDER GENESIS HEALTH INC DBA BROOKS REHABILITATION 3599 UNIVERSITY BLVD S JACKSONVILLE FL 32216 592249370 295755 0 DCF SAMH PROVIDER GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES INC 14041 ICOT BLVD CLEARWATER FL 33760 591229354 501(C)(3) 455526 0 DCF SAMH PROVIDER HALIFAX HOSPITAL MEDICAL CENTER DBA HALIFAX HEALTH 303 N CLYDE MORRIS BLVD DAYTONA BEACH FL 32114 596001217 501(C)(3) 2394895 0 DCF SAMH PROVIDER HANLEY CENTER FOUNDATION INC 900 54TH ST WEST PALM BEACH FL 33407 202871945 501(C)(3) 1900617 0 DCF SAMH PROVIDER HEART OF FLORIDA UNITED WAY 1940 CANNERY WAY ORLANDO FL 32804 590808854 123016 0 DCF SAMH PROVIDER HERE TOMORROW INC 910 3RD STREET NEPTUNE BEACH FL 32206 475278523 501(C)(3) 500000 0 DCF SAMH PROVIDER CITY OF HOPE INTERNATIONAL INC DBA HOUSE OF HOPE OF FLORIDA PO BOX 540 WILDWOOD FL 34785 465029263 501(C)(3) 161282 0 DCF SAMH PROVIDER IM SULZBACHER CENTER FOR THE HOMELESS INC 611 E ADAMS ST JACKSONVILLE FL 32202 593229898 501(C)(3) 1030843 0 DCF SAMH PROVIDER INSPIRE TO RISE INC 5927 OLD TIMUQUANA ROAD JACKSONVILLE FL 32210 831762729 501(C)(3) 669983 0 DCF SAMH PROVIDER LIFESTREAM BEHAVIORAL CENTER INC 2020 TALLY ROAD LEESBURG FL 34749 591561501 501(C)(3) 29104421 0 DCF SAMH PROVIDER MARION SENIOR SERVICES INC 1101 SW 20TH COURT OCALA FL 34471 237362750 138136 0 DCF SAMH PROVIDER MARLYN BEHAVIORAL HEALTH SYSTEMS INC DBA QUALITY RESOURCE CENTER 11265 ALUMNI WAY JACKSONVILLE FL 32246 593433089 501(C)(3) 738239 0 DCF SAMH PROVIDER MENTAL HEALTH AMERICA OF EAST CENTRAL FLORIDA INC 531 RIDGEWOOD AVENUE DAYTONA BEACH FL 32114 596044669 501(C)(3) 240521 0 DCF SAMH PROVIDER MENTAL HEALTH RESOURCE CENTER INC 10550 DEERWOOD PARK BLVD STE 600 JACKSONVILLE FL 32256 591905344 501(C)(3) 14608506 0 DCF SAMH PROVIDER MERIDIAN BEHAVIORAL HEALTHCARE INC 4300 SW 13TH ST GAINESVILLE FL 32608 591906214 501(C)(3) 31949113 0 DCF SAMH PROVIDER MID FLORIDA HOMELESS COALITION INC 104 E DAMPIER STREET INVERNESS FL 34450 593800140 501(C)(3) 169230 0 DCF SAMH PROVIDER DERRICK COLLINS EL DBA MR AND MS MENTORING INC 1615 RIDGEWOOD AVE HOLLYHILL FL 32117 823985263 244723 0 DCF SAMH PROVIDER NAMI HERNANDO PO BOX 5613 SPRING HILL FL 34611 592684242 501(C)(3) 188516 0 DCF SAMH PROVIDER NAMI MARION PO BOX 5753 OCALA FL 34478 593509499 207476 0 DCF SAMH PROVIDER NORTHWEST BEHAVIORAL HEALTH SERVICES INC PO BOX 9373A JACKSONVILLE FL 32208 593128476 501(C)(3) 712211 0 DCF SAMH PROVIDER OPERATION PAR INC 6655 66TH ST N PINELLAS PARK FL 33781 591349234 501(C)(3) 1510201 0 DCF SAMH PROVIDER OUTREACH COMMUNITY CARE NETWORK INC 240240 NORTH FREDERICK AVENUE DAYTONA BEACH FL 32114 592897172 830590 0 DCF SAMH PROVIDER OSCEOLA MENTAL HEALTH INC DBA PARK PLACE BEHAVORIAL HEALTH CARE 206 PARK PLACE BLVD KISSIMMEE FL 34741 591677912 1299893 0 DCF SAMH PROVIDER PHOENIX PROGRAMS OF FLORIDA DBA PHOENIX HOUSE OF FLORIDA 501 VONDERBURG DRIVE SUITE 301 BRANDON FL 33511 593172948 501(C)(3) 2745863 0 DCF SAMH PROVIDER REBEL RECOVERY FLORIDA INC 400 N CONGRESS AVE SUITE 130 WEST PALM BEACH FL 33401 815190566 501(C)(3) 151182 0 DCF SAMH PROVIDER RECOVERY POINT PALATKA INC 2701 REID STREET PALATKA FL 32177 871689031 192553 0 DCF SAMH PROVIDER RENEW RECOVERY CAF INC 3140 SOUTH ATLANTIC AVENUE DAYTONA BEACH SHORES FL 32188 873958015 99096 0 DCF SAMH PROVIDER RIVER REGION HUMAN SERVICES INC 2055 REYKO RD STE 101 JACKSONVILLE FL 32207 591952727 501(C)(3) 442200 0 DCF SAMH PROVIDER RTC RESOURCE ACQUISITION CORPORATION DBA RESOURCE TREATMENT CENTER 1404 S STATE AVE INDIANPOLIS FL 46203 030512675 31089 0 DCF SAMH PROVIDER SCHOOL DISTRICT OF CLAY COUNTY - SEDNET 2306 KINGSLEY AVE ORANGE PARK FL 32073 593474751 501(C)(3) 437503 0 DCF SAMH PROVIDER SHINING LIGHT PEER SERVICES 3701 CRILL AVENUE PALATKA FL 32177 831663725 501(C)(3) 148997 0 DCF SAMH PROVIDER SMA BEHAVIORAL HEALTH SERVICES INC 1220 WILLIS AVE BOX 60 DAYTONA BEACH FL 321142810 590976866 501(C)(3) 39883463 0 DCF SAMH PROVIDER ST AUGUSTINE YOUTH SERVICES INC 201 SIMONE WAY ST AUGUSTINE FL 32086 592925271 501(C)(3) 2701950 0 DCF SAMH PROVIDER STARTING POINT BEHAVIORAL HEALTHCARE 461342 SR 200 YULEE FL 32097 593029469 501(C)(3) 4110087 0 DCF SAMH PROVIDER THE HOUSE NEXT DOOR INC 804 N WOODLAND BLVD DELAND FL 327203429 591675284 501(C)(3) 453015 0 DCF SAMH PROVIDER THE VOLUSIA-FLAGLER COUNT COALITION FOR THE HOMELESS PO BOX 309 DAYTONA BEACH FL 32115 161649078 255173 0 DCF SAMH PROVIDER UNITED WAY OF NORTHEAST FLORIDA 40 EAST ADAMS STREET SUITE 200 JACKSONVILLE FL 32202 590637825 501(C)(3) 1224150 0 DCF SAMH PROVIDER UNITED WAY OF SUWANNEE VALLEY INC 871 SW STATE ROAD 47 LAKE CITY FL 32025 591262354 501(C)(3) 78368 0 DCF SAMH PROVIDER URBAN JACKSONVILLE INC DBA AGING TRUE 4250 LAKESIDE DR SUITE 200 JACKSONVILLE FL 32210 237024899 501(C)(3) 281913 0 DCF SAMH PROVIDER VAN GOGH'S PALETTE INC DBA VINCENT ACADEMY ADVENTURE COAST VINCENT HOUSE 4801 78TH AVE N PINELLAS PARK FL 34611 593720139 501(C)(3) 464099 0 DCF SAMH PROVIDER VOLUNTEERS OF AMERICA OF FLORIDA INC 1205 E 8TH AVE JACKSONVILLE FL 33605 581856992 501(C)(3) 202311 0 DCF SAMH PROVIDER CRC HEALTH TREATMENT CLINICS LLC CBA VOLUSIA COUNTY COMPREHENSIVE TREATMENT CENTER 3928 S NOVA ROAD PORT ORANGE FL 32127 471730600 357858 0 DCF SAMH PROVIDER VOLUSIA RECOVERY ALLIANCE INC 3140 S ATLANTIC AVENUE DAYTONA BEACH FL 32118 842207501 501(C)(3) 467827 0 DCF SAMH PROVIDER ZERO HOUR LIFE CENTER INC 3070 W CARDINAL STREET LECANTO FL 34461 824751578 501(C)(3) 609660 0 DCF SAMH PROVIDER 55 16 FOOD, CLOTHING & SHELTER FOR INDIGENTS 26349 5715852 FMV FOOD, CLOTHING, HOUSING DIRECT CASH ASSISTANCE FOR RENT, UTILITIES, ETC 59677 2890462 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 0 1 0 0 0 0 0 0 0 SAMUEL M SIPES PRESIDENT AND CEO 430386 0 0 0 1828 0 0 0 15675 0 447889 0 0 0 CHRISTINE A CAUFFIELD CEO & EXEC VP SAMH 246300 0 0 0 1573 0 7751 0 7067 0 262691 0 0 0 MICHAEL P CARROLL EXEC VP OF OPERATIONS 244949 0 0 0 1454 0 7482 0 7163 0 261048 0 0 0 ROBERT J WYDRA JR CFO 198921 0 0 0 725 0 25257 0 18351 0 243254 0 0 0 PHILIP HUBBELL EXEC VP HR 197421 0 0 0 725 0 26586 0 18351 0 243083 0 0 0 AMELIA FOX CSO 199796 0 0 0 388 0 24720 0 11595 0 236499 0 0 0 ROBERT BIALAS EVP CHILDREN & HS SERV 198849 0 0 0 725 0 26401 0 903 0 226878 0 0 0 JAMES CLARK EVP AGENCY ADVANCEMENT 181167 0 0 0 985 0 4256 0 1220 0 187628 0 0 0 ROBERT W HALEY EVP LEGAL & GEN COUNSEL 175246 0 0 0 128 0 0 0 6583 0 181957 0 0 0 LAURA P GILBERT VP FINANCE & ADMIN 145209 0 0 0 477 0 4553 0 17958 0 168197 0 0 0 LISA GALBRAITH CORPORATE CONTROLLER 161889 0 0 0 532 0 3726 0 525 0 166672 0 0 0 MARIE MASON VP OPERATIONS 155693 0 0 0 515 0 3103 0 6615 0 165926 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, LINE 4B SAMUEL M SIPES WAS THE ONLY PARTICIPANT IN THE ORGANIZATION'S 457(F) PLAN - $33,333. ROBERT J WYDRA JR CFO SPLIT DOLLAR AGREEMENT X 70000 140000 0 1 1 PHILIP HUBBELL EXEC VP HR SPLIT DOLLAR AGREEMENT X 60000 120000 0 1 1 AMELIA FOX CSO SPLIT DOLLAR AGREEMENT X 60000 125000 0 1 1 ROBERT BIALAS EVP CHILDREN & HS SERV SPLIT DOLLAR AGREEMENT X 50000 100000 0 1 1 485000 SCHEDULE L, PART II THE FOUR OFFICERS LISTED IN PART II WERE PREVIOUSLY PARTICIPANTS IN THE ORGANIZATION'S 457(F) PLAN. THE PLANS WERE TERMINATED AND PAID OUT IN 2020. EFFECTIVE 03/01/2021, THESE INDIVIDUALS EACH ENTERED INTO A SPLIT DOLLAR AGREEMENT WITH THE ORGANIZATION. X 577451 FMV 0 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS INITIALLY REVIEWED INTERNALLY BY THE PRESIDENT/CEO AND CFO OF THE ORGANIZATION. SUBSEQUENT 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 XI, LINE 9: CHANGES IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 7,085. 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 MIAMI BRIDGE YOUTH AND FAMILY SERVICES 2810 NW SO RIVER DR MIAMI FL 33125 592569847 CRISIS PREVENTION FOR YOUTH FL 501(C)(3) LINE 7 LUTHERAN SERVICES FLORIDA INC 1 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 -46024 735447 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE R, PART II ON JUNE 5, 2023, THE ORGANIZATION BECAME THE SOLE CORPORATE OF MIAMI BRIDGE, A NONPROFIT ORGANIZATION THAT PROMOTES POSITIVE YOUTH DEVELOPMENT AND STRENGTHEN AND SUPPORT FAMILIES TO ENABLE CHILDREN TO ACTUALIZE THEIR FULL POTENTIAL AND BECOME PRODUCTIVE COMMUNITY MEMBERS. THE PROGRAMS OPERATED BY MIAMI BRIDGE DIRECTLY ALIGN WITH THE ORGANIZATION'S MISSION AND ALLOWED THE ORGANIZATION TO EXPAND ITS IMPACT IN THE MIAMI-DADE AREA. EFFECTIVE JUNE 5, 2023, THE ORGANIZATION ACQUIRED SUBSTANTIALLY ALL THE ASSETS AND ASSUMED ALL THE LIABILITIES USED IN CONNECTION WITH THE OPERATIONS OF MIAMI BRIDGE.