Civic Intelligence

Lutheran Services Florida Inc.

990 • Fiscal year 2017 • EIN 59-2198911

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

3627-a West Waters AveTampa, FL 33614

(813) 875-1408

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.76x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.13x

Higher debt load relative to revenue than 17% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

28th percentile

-0.7%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$320,785

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

5th percentile

-9.0%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

3.9%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Assets

Down

$35,786,254

Down $3,551,552 (-9.0%) from 2016

Net Assets

Down

$8,751,671

Down $2,487,545 (-22%) from 2016

Liabilities

Down

$27,034,583

Down $1,064,007 (-3.8%) from 2016

Revenue

Up

$214,151,897

Up $7,991,889 (+3.9%) from 2016

Expenses

Up

$215,560,958

Up $6,953,351 (+3.3%) from 2016

Net Income

Up

-$1,409,061

Up $1,038,538 (+42%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $11,177,896Liabilities 2010: $4,533,953Net Assets 2010: $6,643,9432010Assets 2011: $11,085,928Liabilities 2011: $4,181,428Net Assets 2011: $6,904,5002011Assets 2012: $10,967,025Liabilities 2012: $4,227,103Net Assets 2012: $6,739,9222012Assets 2013: $23,590,217Liabilities 2013: $17,042,779Net Assets 2013: $6,547,4382013Assets 2014: $30,044,106Liabilities 2014: $18,595,340Net Assets 2014: $11,448,7662014Assets 2015: $39,269,227Liabilities 2015: $24,184,043Net Assets 2015: $15,085,1842015Assets 2016: $39,337,806Liabilities 2016: $28,098,590Net Assets 2016: $11,239,2162016Assets 2017: $35,786,254Liabilities 2017: $27,034,583Net Assets 2017: $8,751,6712017Assets 2018: $39,973,440Liabilities 2018: $33,329,446Net Assets 2018: $6,643,9942018Assets 2019: $51,706,909Liabilities 2019: $39,858,027Net Assets 2019: $11,848,8822019Assets 2020: $49,551,723Liabilities 2020: $38,685,801Net Assets 2020: $10,865,9222020Assets 2021: $56,683,445Liabilities 2021: $44,925,138Net Assets 2021: $11,758,3072021Assets 2022: $73,010,946Liabilities 2022: $61,079,652Net Assets 2022: $11,931,2942022Assets 2023: $106,639,966Liabilities 2023: $86,412,024Net Assets 2023: $20,227,9422023Assets 2024: $135,318,003Liabilities 2024: $105,866,534Net Assets 2024: $29,451,4692024

Highlighted filing

2017

Assets$35,786,254
Liabilities$27,034,583
Net Assets$8,751,671

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MExpenses 2010: $32,867,9892010Expenses 2011: $33,922,9452011Expenses 2012: $39,980,7152012Revenue 2013: $127,129,313Expenses 2013: $127,340,739Net Income 2013: -$211,4262013Revenue 2014: $150,864,926Expenses 2014: $147,877,420Net Income 2014: $2,987,5062014Revenue 2015: $199,755,716Expenses 2015: $199,852,753Net Income 2015: -$97,0372015Revenue 2016: $206,160,008Expenses 2016: $208,607,607Net Income 2016: -$2,447,5992016Revenue 2017: $214,151,897Expenses 2017: $215,560,958Net Income 2017: -$1,409,0612017Revenue 2018: $218,524,160Expenses 2018: $218,899,220Net Income 2018: -$375,0602018Revenue 2019: $242,644,159Expenses 2019: $242,720,986Net Income 2019: -$76,8272019Revenue 2020: $248,542,813Expenses 2020: $249,123,311Net Income 2020: -$580,4982020Revenue 2021: $262,246,427Expenses 2021: $260,111,767Net Income 2021: $2,134,6602021Revenue 2022: $300,045,607Expenses 2022: $298,848,679Net Income 2022: $1,196,9282022Revenue 2023: $376,870,837Expenses 2023: $367,509,440Net Income 2023: $9,361,3972023Revenue 2024: $425,064,660Expenses 2024: $420,005,847Net Income 2024: $5,058,8132024

Highlighted filing

2017

Revenue$214,151,897
Expenses$215,560,958
Net Income-$1,409,061
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$214,164,851
Mission and Program Overview

Mission

Lutheran services florida brings god's healing, hope, and help to people in need in the name of jesus christ.

Lutheran services florida is a leader in the state of florida in providing human services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$18,522,157$16,774,861▼ $1,747,296
Land, Buildings, and Equipment, Net$8,361,952$7,706,683▼ $655,269
Savings and Temporary Cash Investments$3,070,616$3,628,180▲ $557,564
Cash and Non-Interest-Bearing Accounts$965,067$1,094,678▲ $129,611
Investments in Publicly Traded Securities$755,865$838,012▲ $82,147
Prepaid Expenses and Deferred Charges$648,164$658,357▲ $10,193
Accounts Receivable$942,694$237,992▼ $704,702
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$39,337,806$35,786,254▼ $3,551,552
Other Assets Total$6,071,291$4,847,491▼ $1,223,800
Liabilities
Accounts Payable and Accrued Expenses$21,001,343$18,434,653▼ $2,566,690
Mortgage Notes Payable Secured by Investment Property$3,407,178$5,768,415▲ $2,361,237
Other Liabilities$3,190,801$0▼ $3,190,801
Deferred Revenue$499,268$2,831,515▲ $2,332,247
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$28,098,590$27,034,583▼ $1,064,007
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,735,075$6,234,678▼ $1,500,397
Unrestricted Net Assets$2,677,444$1,741,023▼ $936,421
Permanently Rstr Net Assets$826,697$775,970▼ $50,727
Total Net Assets Fund Balance$11,239,216$8,751,671▼ $2,487,545
Total Liabilities and Net Assets / Fund Balance$39,337,806$35,786,254▼ $3,551,552

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,793,088$2,294,149$6,087,237
Buildings$904,298$2,599,496$3,503,794
Other Land Buildings$1,250,298$1,799,126$3,049,424
Land$1,735,899-$1,735,899
Equipment$23,100$1,537,088$1,560,188
Other Assets Org$232,379--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,763,506$389,792▲ $63,691$2,328,125$7,888,864
2015$11,277,593$991,954▲ $47,149$2,553,190$9,763,506
2014$7,442,975$6,242,011▲ $13,585$2,420,978$11,277,593
2013$1,960,233$6,452,640▲ $103,879$1,073,777$7,442,975
2012$1,811,174$227,947▲ $42,306$121,194$1,960,233
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samuel M SipesCEOFT$307,243$13,542$320,785
Christopher James CardPresident & COOFT$237,669$42,147$259,816
Christine a CauffieldCEO & Exec VP of SamhFT$175,100$15,636$203,736
Louis a FinneyExec VP of Children & Hs SvcsFT$178,028$8,130$193,158
Robert Herrera AcostaVP Finance & AdministrationFT$152,596$14,528$167,124
Stacy Lois MartinExec VP ProgramsFT$161,662$4,153$161,902
Arthur Matthew RosenVP & General CounselFT$146,003$8,577$158,493
Robert J Wydra JrCFOFT$130,221$6,470$136,691
Alice RezendesDirector of Exec & Bd AffairsFT$66,818$2,166$68,984

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
School District Palm Beach CountyChildcare Services2300 FOREST HILL BLVD A-323, West Palm Beach, FL 33406$3,825,275
Hispanic Human ResourcesChildcare Servcies1427 S CONGRESS AVE, West Palm Beach, FL 33406$2,076,811
Florence Fuller ChildChildcare Services200 NE 14TH ST, Boca Raton, FL 33432$1,608,472
Children's Home SocietyChildcare Services482 KELLER RD 3RD FLOOR, Orlando, FL 32810$1,582,423
Duval County School BoardChildcare Services1701 PRUDENTIAL DRIVE, Jacksonville, FL 32207$1,338,280
Revenue and Support

Revenue Composition

Contributions and Grants
$211,255,224
Program Service Revenue
$2,268,347
Investment Income
$237,474
Other Revenue
$390,852
All Other Contributions
$2,073,104
Change in Net Assets
$-1,409,061

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$1,307,950Fair Market Value (FMV)
Total Noncash Contributions$1,307,950-

Audited Revenue Reconciliation

Revenue per Audited Statements
$210,958,382
Revenue Not Reported on Financial Statements
$3,193,515
Revenue Not Reported on Form 990
$6,210,404
Other Revenue Adjustments
$3,176,147
Total Revenue per Audited Statements
$217,168,786
Total Revenue per Form 990
$214,151,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$112,598,101
Salaries, Compensation, and Employee Benefits$58,949,851
Other Expenses$44,013,006
Total Fundraising Expense$460,386
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,742,591--$104,742,591
Other Salaries and Wages$44,834,244$2,414,422$50,238$47,298,904
Fees for Services Other$24,285,310$461,353$96,036$24,842,699
Grants to Domestic Individuals$7,855,510--$7,855,510
Office Expenses$5,732,456$466,327$83,905$6,282,688
Other Employee Benefits$5,066,938$324,373$608$5,391,919
Occupancy$4,686,609$220,414$12,458$4,919,481
Payroll Taxes$3,507,574$202,506$7,969$3,718,049
Current Officers, Directors, Trustees, and Key Employees$512,183$1,597,263$63,068$2,172,514
Travel$1,908,514$82,288$8,010$1,998,812
Depreciation Depletion$1,002,779$183,124$132$1,186,035
Insurance$731,898$38,966$956$771,820
Conferences and Meetings$524,953$70,989$19,211$615,153
Information Technology$380,847$179,320$37,279$597,446
Pension Plan Contributions$325,667$42,116$682$368,465
Interest$193,287$155,784-$349,071
Fees for Services Legal$93,310$33,309-$126,619
Fees for Services Accounting$2,267$114,110-$116,377
Other Expenses$79,845$14,283$13,559$107,687
Advertising$16,036$24,995$66,275$107,306
Fees for Services Lobbying$16$24,068-$24,084
Fees for Service Investment Mgmnt Fees-$17,368-$17,368
Total Functional Expenses$208,433,194$6,667,378$460,386$215,560,958

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$220,455,298
Total Expenses per Form 990$215,560,958
Expenses per Audited Statements$215,530,032
Expenses Not Reported on Form 990$4,925,266
Expenses Not Reported on Financial Statements$30,926
Other Expense Adjustments$13,558
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SMA Behavioral Health Services IncDaytona Beach, FL501(c)(3)Dsf Samh Provider$22,668,253
Meridian Behavioral Healthcare IncGainesville, FL501(c)(3)Dsf Samh Provider$13,125,683
Mental Health Resource Center IncJacksonville, FL501(c)(3)Dsf Samh Provider$12,115,255
Lifestream Behavioral Center IncLeesburg, FL501(c)(3)Dsf Samh Provider$11,166,956
The Centers IncOcala, FL501(c)(3)Dsf Samh Provider$10,001,617
Gateway Community Services IncJacksonville, FL501(c)(3)Dsf Samh Provider$7,903,907
River Region Human Services IncJacksonville, FL501(c)(3)Dsf Samh Provider$4,450,664
Clay Behavioral Health Center IncOrange Park, FL501(c)(3)Dsf Samh Provider$3,025,557
Baycare Behavioral Health IncNew Port Richey, FL501(c)(3)Dsf Samh Provider$2,985,168
Epic Community Service IncSt Augustine, FL501(c)(3)Dsf Samh Provider$1,708,964
Starting Point Behavioral HealthcareYulee, FL501(c)(3)Dsf Samh Provider$1,569,381
Community Coalition Alliance IncFernandina Beach, FL501(c)(3)Dsf Samh Provider$1,298,046
Fresh Ministries IncJacksonville, FL501(c)(3)Dsf Samh Provider$906,271
Halifax Hospital Medical Center Dba Halifax HealthDaytona Beach, FL501(c)(3)Dsf Samh Provider$814,019
Cathedral Foundation of Jacksonville IncJacksonville, FL501(c)(3)Dsf Samh Provider$788,216
Eckerd Youth Alternatives IncClearwater, FL501(c)(3)Dsf Samh Provider$774,632
Child Guidance Center IncJacksonville, FL501(c)(3)Dsf Samh Provider$770,309
Daniel Memorial IncJacksonville, FL501(c)(3)Dsf Samh Provider$729,880
The House Next Door IncDeland, FL501(c)(3)Dsf Samh Provider$594,959
Cds Family & Behavioral Health Services IncGainesville, FL501(c)(3)Dsf Samh Provider$553,008
Dayspring Village IncHilliard, FL501(c)(3)Dsf Samh Provider$548,474
Northwest Behavioral Health Services IncJacksonville, FL501(c)(3)Dsf Samh Provider$536,409
St Augustine Youth Services IncSt Augustine, FL501(c)(3)Dsf Samh Provider$527,322
Camelot Community Care IncClearwater, FL501(c)(3)Dsf Samh Provider$416,958
Flagler Hospital IncSt Augustine, FL501(c)(3)Dsf Samh Provider$369,501
Hanley Center Foundation IncWest Palm Beach, FL501(c)(3)Dsf Samh Provider$368,736
Volunteers of America of Florida IncJacksonville, FL501(c)(3)Dsf Samh Provider$336,646
Marlyn Behavioral Health Systems IncJacksonville, FL501(c)(3)Dsf Samh Provider$332,762
Gulf Coast Jewish Family & Community Services IncClearwater, FL501(c)(3)Dsf Samh Provider$322,866
Fl Psychologial & Associated Healthcare IncFernandina Beach, FL501(c)(3)Dsf Samh Provider$300,000
Nassau Alcohol Crime Drug Abatement Coalition IncFernandina Beach, FL501(c)(3)Dsf Samh Provider$285,380
Alachua Cty Bd of County CommissionersGainesville, FL501(c)(3)Dsf Samh Provider$266,391
Community Rehabiliation Center IncJacksonville, FL501(c)(3)Dsf Samh Provider$239,665
Healthy Start Coalition of Flagler & Volusia CtyDaytona Beach, FL501(c)(3)Dsf Samh Provider$238,831
Im Sulzbacher Center for the Homeless IncJacksonville, FL501(c)(3)Dsf Samh Provider$201,281
Urban Jacksonville Inc DBA Aging TrueJacksonville, FL501(c)(3)Dsf Samh Provider$198,235
Mental Health America of East Central Florida IncDaytona Beach, FL501(c)(3)Dsf Samh Provider$186,611
School District of Clay County - SEDNETOrange Park, FL501(c)(3)Dsf Samh Provider$179,359
United Way of Suwannee Valley IncLake City, FL501(c)(3)Dsf Samh Provider$164,461
Mental Health America of Northeast Florida IncJacksonville, FL501(c)(3)Dsf Samh Provider$136,087
Ability Housing of Ne Fl IncJacksonville, FL501(c)(3)Dsf Samh Provider$134,085
Operation New Hope IncJacksonville, FL501(c)(3)Dsf Samh Provider$125,927
Gainesville Opportunity Center IncGainesville, FL501(c)(3)Dsf Samh Provider$119,745
Dbwpc IncJacksonville, FL501(c)(3)Dsf Samh Provider$100,988
SCA Park CenterFort Wayne, IN501(c)(3)Dsf Samh Provider$32,250
SCA Devereux Advances Behavioral HealthTitusville, FL501(c)(3)Dsf Samh Provider$27,058
SCA Desert HillsAlbuquerque, NM501(c)(3)Dsf Samh Provider$24,000
Florida United Methodist Children's Home IncEnterprise, FL-Dsf Samh Provider$23,640
SCA Hope House FloridaPalm Beach Gardens, FL501(c)(3)Dsf Samh Provider$16,250
SCA Resolute Treatment CenterIndianapolis, IN-Dsf Samh Provider$11,832
SCA The Vines HospitalOcala, FL501(c)(3)Dsf Samh Provider$10,050
SCA University Behavioral LLCOrlando, FL501(c)(3)Dsf Samh Provider$6,300
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,954
Fundraising Gross Income$8,807
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$50,057$8,807$9,289$-482
Total Events$50,057$8,807$12,954$-4,147
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11:

Form 990 is initally reviewed internally by the president, coo, 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 organizations 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 supervisors 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 lsfs objectives or purposes and the employees 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, conflict of interest policy, and financial statements available to the public upon request. Requests can be directed to the corporate controller at (813)676-9480.

Filing and Contact Details

Filer

Filer Name
Lutheran Services Florida Inc
EIN
59-2198911
In Care Of
% LISA GALBRAITH CORP CONT
Phone
8138751408
Address
3627-A WEST WATERS AVE, TAMPA, FL 33614

Signing Officer

Name
Robert J Wydra Jr
Title
CFO
Phone
8138751408
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel M Sipes
Formed
1982
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
1,773
Volunteers
5,078

Preparer

Firm
Bdo USA Llp
Address
201 S Orange Ave Suite 800, Orlando, FL 32801
Preparer
Anne McHugh CPA
Phone
4078416930
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4B:

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 businessess and schools to help youth in trouble find and access safe refuge. And finally, for families facing homelessness, lsf provides temporary and permanent housng; and 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 nearly 20,000 people per year through these efforts.

FORM 990, PART III, LINE 4C:

The food program not only alleviates a financial burden for parents and ensures that children are ready to learn because theyre properly fed, it encourages life-long healthy eating habits.

FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:

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 over 25,800 refugees and immigrants from across the globe. Expenses $ 12,643,272. Incl grants of $ 3,303,566. Revenue $ 557,868. 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 in 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 800 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 lsfs 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. Expenses $ 3,029,462. Incl grants of $ 221,257. Revenue $ 884,912. Charter schools: as with lsfs head start programs, the focus of lsfs charter schools is to help children cycle out of poverty through high-quality educational opportunities. Lsf focuses its charter school educational services in underserved areas and with at-risk students. Focused in four distinct geographic areas across the state, lsf works in strong partnership with local school boards and the state of florida to provide the highest quality educational services to each and every student served. Inspired by its mission to provide healing and hope, but dedicated to the preservation of church-state separation, as with all of its programs, lsf maintains the highest educational programming which prohibits discrimination in admission to or access to, or employment in its programs and activities, on the basis of race, color, national origin, sex or sexual orientation, marital status, age, religion, disability, genetic information, gender identity or expression, or any other characteristics prohibited by law. That charter schools are free to the public and require no tuition fee furthers the lsf mission to provide easily accessible services with a focus of transforming lives for anyone and everyone lsf can reach. Expenses $ 577,355. Including grants of $ 0. Revenue $ 720,540. Expenses from discontinued operations $ 1,213,128. Disaster response: when a natural disaster strikes, lsf is there to support those in need, by not only providing necessary immediate assistance, but, in partnership with national lutheran entities, helping people restore and regain their lives, no matter how long that restoration takes. After floods, hurricanes, and even tornadoes, lsf has helped and continues to help people recover from natural disasters. In fy2017, lsf was in contact with over 10,000 people harmed in the jacksonville area as a resul

FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:

Change in value of beneficial interest in assets held by others -530

Form 990 Part IX Line 11G

Description:samh providers total fees:557389

Form 990 Part IX Line 11G

Description:administrative services total fees:14998

Form 990 Part IX Line 11G

Description:consulting fees total fees:91205

Form 990 Part IX Line 11G

Description:contract services total fees:22941489

Form 990 Part IX Line 11G

Description:data processing service total fees:11891

Form 990 Part IX Line 11G

Description:payroll services total fees:1851

Form 990 Part IX Line 11G

Description:temporary staffing total fees:514257

Form 990 Part IX Line 11G

Description:other professional fees total fees:709619

Financial Statement Notes

PART IV, LINE 1B:

In connection with the organizations 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 individuals account balance. The assets that are held in trust by the organization are not included in the organizations 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 specifically related to broward county, fl.

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, LSF Charter School and was the sole member of Pivot Education, Inc., which are considered disregarded entities for federal and state income tax purposes. Therefore, no provision for income taxes has been included in the accompanying consolidated financial statements. The Organization identifies and evaluates uncertain tax provisions, if any, and recognizes the impact of uncertain tax provisions for which there is a less than more-likely-than-not probability of the position being upheld when reviewed by the relevant taxing authority. Such positions are deemed to be unrecognized tax benefits and a corresponding liability is established on the consolidated statements of financial position. The Organization has not recognized a liability for unrecognized tax positions. If there were an unrecognized tax benefit, the Organization would recognize interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses. The Organizations tax years subject to examination by the Internal Revenue Service generally remain open for three years from the date of filing.

PART XI, LINE 2D:

Pivot education, inc. Revenue included in consolidated financial statements 3,436,495 expenses included with revenue on consolidated financial statements -13,558 total to schedule d, part xi, line 2d: -3,422,937

PART XI, LINE 4B:

Revenue included in discontinued operations in consolidated financial statements -3,112,256 program revenue included with expenses in consolidated financial statements -63,361 change in value of beneficial interest in perpetual trust -530 total to schedule d, part xi, line 4b: -3,176,147

PART XII, LINE 2D:

Pivot education, inc. Expenses included in consolidated financial statements 4,258,642 revenue included in discontinued operations in consolidated financial statements -3,112,256 program revenue included with expenses in consolidated financial statements -86,541 total to schedule d, part xii, line 2d: 1,059,845

PART XII, LINE 4B:

Expenses included with revenue on consolidated financial statements 13,558

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF EXEC & BD AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO & EXEC VP OF SAMH
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXEC VP OF CHILDREN & HS SVCS
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXEC VP PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP & GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP FINANCE & ADMINISTRATION
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IRS990/FundraisingDirectExpensesAmt012954
IRS990/FundraisingGrossIncomeAmt08807
IRS990/GainOrLossGrp/OtherAmt01540
IRS990/GainOrLossGrp/SecuritiesAmt094346
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IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt0380847
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IRS990/InsuranceGrp/ManagementAndGeneralAmt038966
IRS990/InsuranceGrp/ProgramServicesAmt0731898
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IRS990/IntangibleAssetsGrp/EOYAmt00
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IRS990/InterestGrp/ProgramServicesAmt0193287
IRS990/InterestGrp/TotalAmt0349071
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0141588
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt07706683
IRS990/LandBldgEquipCostOrOtherBssAmt015936542
IRS990/LegalDomicileStateCd0FL
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LUTHERAN SERVICES FLORIDA SERVES TO BRING GOD'S HEALING, HOPE AND HELP TO PEOPLE IN NEED IN THE NAME OF JESUS CHRIST.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05768415
IRS990/NetAssetsOrFundBalancesBOYAmt011239216
IRS990/NetAssetsOrFundBalancesEOYAmt08751671
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt095886
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt095886

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$135$106$29.5$425$420$5.06
2023Detailed filing. Detailed filing data is available for this year.$107$86.4$20.2$377$368$9.36
2022Detailed filing. Detailed filing data is available for this year.$73.0$61.1$11.9$300$299$1.20
2021Detailed filing. Detailed filing data is available for this year.$56.7$44.9$11.8$262$260$2.13
2020Detailed filing. Detailed filing data is available for this year.$49.6$38.7$10.9$249$249$0.58
2019Detailed filing. Detailed filing data is available for this year.$51.7$39.9$11.8$243$243$0.08
2018Detailed filing. Detailed filing data is available for this year.$40.0$33.3$6.64$219$219$0.38
2017Detailed filing. Detailed filing data is available for this year.$35.8$27.0$8.75$214$216$1.41
2016Detailed filing. Detailed filing data is available for this year.$39.3$28.1$11.2$206$209$2.45
2015Detailed filing. Detailed filing data is available for this year.$39.3$24.2$15.1$200$200$0.10
2014Detailed filing. Detailed filing data is available for this year.$30.0$18.6$11.4$151$148$2.99
2013Summary only. Only limited summary data is available for this year.$23.6$17.0$6.55$127$127$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$4.23$6.74$40.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$4.18$6.90$33.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$4.53$6.64$32.9