2023-06-26T15:23:28-05:00 2022-12-31 593040705 RIVERO GORDIMER & COMPANY PA P O BOX 172359 TAMPA FL 33672 990 2022-01-01 592729694 HOMELESS EMERGENCY PROJECT INC HOME 7274429041 1120 NORTH BETTY LANE CLEARWATER FL 33755 ASHLEY LOWERY PRESIDENT/ CEO 7274429041 2023-06-23 1 ASHLEY LOWERY 999009999 0 MICHAEL E HELTON P01000850 8138757774 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z HOMELESS EMPOWERMENT PROGRAM ASHLEY LOWERY 1120 NORTH BETTY LANE CLEARWATER FL 33755 8451698 0 X WWW.HEPEMPOWERS.ORG X 1986 FL OUR GOAL IS TO BE THE LAST SUPPORTIVE HOUSING PROGRAM ANYONE EVER HAS TO ENTER. 19 19 106 588 0 0 6361090 5866911 348905 345252 214783 266059 31549 517918 6956327 6996140 744212 1228443 0 0 3177758 3620737 0 0 638643 2369332 2671134 6291302 7520314 665025 -524174 23656612 21616131 3836223 3842104 19820389 17774027 X HEP'S MISSION IS TO PROVIDE HOMELESS AND LOW-INCOME INDIVIDUALS AND FAMILIES, INCLUDING VETERANS, WITH HOUSING, FOOD, CLOTHING AND SUPPORT SERVICES NECESSARY TO OBTAIN SELF-SUFFICIENCY AND IMPROVED QUALITY OF LIFE. 0 0 3462479 318926 628066 HOUSING PROGRAMS - AS PART OF PINELLAS COUNTY'S COORDINATED ENTRY PROCESS, HEP PROVIDES FRONT-DOOR TRIAGE TO HOMELESS INDIVIDUALS AND FAMILIES, INCLUDING VETERANS, IN THE FORM OF OUTREACH AND EMERGENCY SHELTER, BOTH OF WHICH ARE CRITICAL TO THE LOCAL CRISIS RESPONSE SYSTEM. HEP ALSO OPERATES OVER 200 UNITS OF TRANSITIONAL AND PERMANENT SUPPORTIVE HOUSING FOR THOSE WHO NEED EXTENDED CARE. HEP'S HOUSING PROGRAMS EMPLOY THE RAPID RE-HOUSING APPROACH AND SEEK TO REDUCE THE LENGTH OF TIME IT TAKES TO MOVE PEOPLE INTO PERMANENT HOUSING. 1711037 435584 183983 CLIENT COUNSELING, AKA CASE MANAGEMENT, IS CLIENT-CENTERED AND INVOLVES INTERDISCIPLINARY CASE CONFERENCING TO EMPOWER CLIENTS TO ACHIEVE GOALS IDENTIFIED IN THEIR INDIVIDUAL TREATMENT PLANS. HEP'S COMPREHENSIVE SUPPORT SERVICES ARE TAILORED TO THE ACHIEVEMENT OF RESIDENTIAL STABILITY, INCREASED SKILLS AND INCOME, AND GREATER SELF-DETERMINATION. THIS INCLUDES ON-SITE MEDICAL, MENTAL HEALTH, SUBSTANCE ABUSE, DENTAL, WELLNESS, EMPLOYMENT, BENEFITS ASSISTANCE, MEAL SERVICES, AND TRANSPORTATION SERVICES. (CONTINUED ON SCHEDULE O) 930569 473933 0 THRIFT STORE - ONSITE STORE PROVIDES CLOTHING AND HOUSEHOLD ITEMS TO CLIENTS AS WELL AS FURNISHINGS FOR OFF-SITE HOUSING. ALL PROCEEDS ARE INVESTED IN TO THE OPERATIONS OF THE ORGANIZATION. 6104085 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 75 0 1 106 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X KATHLEEN PROSSICK DIRECTOR OF FINA 7274429041 1120 NORTH BETTY LANE CLEARWATER FL 337553303 PHIL BEAUCHAMP CHAIRMAN 8.00 X X 0 0 0 NANCY RAMEY VICE CHAIRPERSON 8.00 X X 0 0 0 MICHAEL KINDT SECRETARY/TREASURER 8.00 X X 0 0 0 HALEY CRUM IMMEDIATE PAST CHAIRPERSON 1.00 X 0 0 0 CLAY BIDDINGER MEMBER 1.00 X 0 0 0 ADAM BOUCHARD MEMBER 1.00 X 0 0 0 ERIC EBBERT MEMBER 1.00 X 0 0 0 WANDA FYFE MEMBER 1.00 X 0 0 0 DICK FUNK MEMBER 1.00 X 0 0 0 JENNIFER GARBOWICZ MEMBER 1.00 X 0 0 0 DONALD HALL MEMBER 1.00 X 0 0 0 LANETTE KIRBY MEMBER 1.00 X 0 0 0 DR FRED LENZ MEMBER 1.00 X 0 0 0 REV DAVID MCABEE MEMBER 1.00 X 0 0 0 WALLY POPE MEMBER 1.00 X 0 0 0 CARRIE SHULMAN MD MEMBER 1.00 X 0 0 0 KYLE SHULMAN MEMBER 1.00 X 0 0 0 KATE TIEDEMANN MEMBER 1.00 X 0 0 0 RICK VAUGHN MEMBER 1.00 X 0 0 0 ASHLEY LOWERY PRESIDENT & CEO 40.00 X 188771 0 8844 KATHLEEN PROSSICK DIRECTOR OF FINANCE 40.00 X 108782 0 11233 297553 0 20077 2 0 1 0 1 87999 2535294 3243618 1042438 5866911 CLIENT FEES 624200 335660 335660 LUNCH TICKETS 624200 9592 9592 345252 175990 175990 1500424 1410355 90069 90069 90069 35916 87999 42861 -6945 -6945 487787 2342 485445 485445 MISCELLANEOUS 900099 39418 39418 39418 6996140 870115 0 259114 8527 8527 1219916 1219916 297553 212163 44754 40636 2740346 1953939 412164 374243 45455 32410 6837 6208 302862 215949 45552 41361 234521 167220 35273 32028 42212 15888 24911 1413 34938 13150 20618 1170 51803 19498 30571 1734 999 376 590 33 46996 3404 659 42933 146572 76096 27203 43273 93093 56515 6237 30341 679683 662640 10142 6901 127313 126741 193 379 527 527 701411 606910 93981 520 157177 144681 7175 5321 CLIENT SERVICES 439642 429223 4769 5650 FOOD 79223 78734 446 43 PERSONNEL EXPENSES 52046 42079 5511 4456 OTHER 17175 17175 324 324 7520314 6104085 777586 638643 1229708 322474 1104122 2447580 210611 421191 235707 241069 119023 111532 18459622 9676118 9211993 8783504 9312383 8023815 2233065 1264966 23656612 21616131 230316 235670 3605017 3605544 890 890 3836223 3842104 X 17016981 16033095 2803408 1740932 19820389 17774027 23656612 21616131 X -524174 -1333120 -189068 X X 0 1 X 1 1 1 X 5385646 6084901 5384942 6361090 5866911 29083490 5385646 6084901 5384942 6361090 5866911 29083490 29083490 124413 156572 136634 146330 175990 739939 85482 93148 141208 59163 82279 461280 30284709 0.96030 0.88580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6830337 -882753 249748 42152 5655684 5815433 1057898 42994 6830337 5335348 516136 36051 5815433 4373980 1009677 48309 5335348 4670703 -248692 48031 4373980 0.95428 0.04573 0 0 685610 685610 16128133 8231765 7896368 479838 377386 102452 1166041 1066967 99074 8783504 BENEFICIAL INTEREST IN TRUSTS 934237 DEPOSITS 10271 ESTATE RECEIVABLES 273200 UNCONDITIONAL PROMISES TO GIVE 47258 1264966 SECURITY DEPOSITS 890 890 X 6254958 -1522188 832810 -689378 6944336 51804 51804 6996140 8301320 832810 832810 7468510 51804 51804 7520314 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISK TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE DECEMBER 31, 2019. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS INCLUDE BOTH DONOR RESTRICTED AND BOARD DESIGNATED FUNDS. THE DONOR RESTRICTED ENDOWMENT FUND WAS ESTABLISHED IN 2006 WITH A DONOR RESTRICTED CONTRIBUTION OF $200,000. ACCORDING TO THE AGREEMENT, THE $200,000 CORPUS IS NOT SUBJECT TO WITHDRAWAL. THE BOARD DESIGNATED ENDOWMENT FUND WAS ESTABLISHED BY THE BOARD OF DIRECTORS TO BENEFIT THE ORGANIZATION BY PROVIDING REGULAR, PREDICTABLE OPERATING INCOME THAT WILL HELP FILL GAPS CAUSED BY INCREASING COSTS, DEMANDS, AND THE POSSIBILITY OF DIMINISHING GOVERNMENT SUPPORT. MANAGEMENT EXPECTS THAT THE PRINCIPAL AND EARNINGS ARE AVAILABLE TO PROVIDE SUPPORT FOR THE ORGANIZATION'S PROGRAMS AND FACILITIES. GOLF TOURNAMENT 115120 83308 31812 6814 15113 15504 759 FASHION SHOW 8795 4691 4104 4179 492 123915 87999 35916 6814 15113 19683 1251 42861 -6945 1 RENT ASSISTANCE 36 202824 FMV THRIFT SHOP 688 473933 FMV FOOD 61231 427057 FMV COVID RENT ASSISTANCE 30 116102 FMV PART I, LINE 2 PROVISION OF GRANTS TO INDIVIDUALS IS A PART OF EACH PROGRAM SERVICE OF THE ORGANIZATION. CLIENTS MEET SPECIFIC CRITERIA BASED ON THE PROGRAM IN WHICH THEY ARE ENROLLED. THE ORGANIZATION MAINTAINS RECORDS OF ALL GRANTS PAID. CLIENTS QUALIFYING FOR THE PROGRAMS DESCRIBED BELOW USE THE GRANT FUNDS. (CHAP) COMMUNITY HOUSING ASSISTANCE PROGRAM IS AVAILABLE TO ASSIST ELIGIBLE APPLICANTS AVOID POTENTIAL HOMELESSNESS BY ELIMINATING RENTAL PAYMENTS IN ARREARS, PROVIDING ONE-ON-ONE HOUSING COUNSELING TO ENSURE STABILITY OF THEIR NEW HOUSING SITUATION AND BY PROVIDING MOVE-IN COSTS IN INSTANCES OF HOMELESSNESS. COUNSELING - SERVICES INCLUDE SUBSTANCE ABUSE CARE AND ALCOHOL TREATMENT, RECOVERY SERVICES, VOCATIONAL AND EMPLOYMENT TRAINING, MENTAL HEALTH THERAPY (INDIVIDUAL, GROUP AND FAMILIES) AND PUBLIC BENEFITS ACCESS. X X X X 0 0 0 0 0 0 0 0 0 ASHLEY LOWERY PRESIDENT & CEO 188771 0 0 0 0 0 6898 0 1946 0 197615 0 0 0 X 473933 FMV X 30000 FMV X 243200 FMV X 427057 FMV X AIR CONDITIONER 0 8825 FMV X GARDEN SUPPLIES 0 8193 FMV X GIFT CARDS 0 100 FMV 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS FOR GARDEN SUPPLIES IS THE TOTAL WEIGHT (IN POUNDS) CONTRIBUTED TO THE ORGANIZATION. FORM 990, PART III, LINE 4B,PROGRAM SERVICE ACCOMPLISHMENTS: (CONTINUED FROM FORM 990, PART III, LINE 4B) SUPPORTIVE SERVICES ARE PROVIDED AT EVERY STEP WITHIN OUR CONTINUUM OF CARE. MEDICAL LPN TRIAGE AND PSYCHIATRIC ARNP SERVICES CENTER ON CRISIS, INTERVENTION AND STABILIZATION, WHILE REDUCING EMERGENCY ROOM VISITS AND HOSPITALIZATIONS. EVIDENCE-BASED MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT MODALITIES ARE PROVIDED ONE-ON-ONE AND IN GROUP SETTINGS. THE DENTAL AND WELLNESS CLINIC PROVIDES COMPREHENSIVE DENTAL CARE AND A WIDE ARRAY OF WELLNESS PROGRAMMING INCLUDING WELLNESS NAVIGATION, CHRONIC DISEASE SELF-MANAGEMENT AND CHRONIC PAIN SELF-MANAGEMENT, NUTRITIONAL EDUCATION, CANINE-ASSISTED THERAPY AND A WELLNESS GARDEN. HEP'S WORKFORCE DEVELOPMENT PROGRAM, PROVIDES EMPLOYMENT SERVICES ADDRESSING THE ISSUES OF UNEMPLOYMENT, UNDEREMPLOYMENT AND FINANCIAL STABILITY AMONG HOMELESS AND AT RISK INDIVIDUALS AND FAMILIES. HEP RESIDENTS HAVE ACCESS TO ALL SUPPORT OFFERED IN HEP'S NORTH GREENWOOD ADULT EDUCATION AND WORKFORCE DEVELOPMENT CENTER TO FURTHER EMPLOYMENT AND EDUCATIONAL OPPORTUNITIES FREE OF CHARGE. THE VETERANS CLUB HOUSE OFFERS ENHANCED FITNESS AND REGULAR ACTIVITIES TO HELP INTEGRATE VETERANS BACK INTO THE COMMUNITY. THREE BALANCED MEALS ARE OFFERED DAILY, AS ARE NUTRITIOUS SNACKS, AS PART OF OUR MEAL SERVICES PROGRAM. FIXED-ROUTE AND SINGLE-PASSENGER TRANSPORTATION SERVICES ARE AN EFFECTIVE MEANS TO REMOVE BARRIERS TO ACCESSING COMMUNITY SERVICES. INTERDISCIPLINARY COLLABORATION WITH COMMUNITY PARTNERS IS CENTRAL TO HEP'S APPROACH, WHILE SYSTEMIZED PROGRAM EVALUATION AND TOTAL QUALITY IMPROVEMENT ENSURE WE ARE TRANSPARENT IN OUR ACTIONS AND ACCOUNTABLE TO OUR STAKEHOLDERS. THIS PHILOSOPHY HELPS HEP ACHIEVE SUCCESSFUL HOUSING AND PROGRAM OUTCOMES SUCH AS: 100% OF FAMILIES EXITING TO PERMANENT HOUSING, 47% OF INDIVIDUALS EXITING TO PERMANENT HOUSING, AND 84% OF VETERANS WHO DID NOT RETURN TO HOMELESSNESS IN 2022. IN 2022, HEP'S DINING HALL SERVED OVER 61,231 NUTRITIOUS MEALS TO THE MEN, WOMEN AND CHILDREN RESIDING ON OUR 8-ACRE CAMPUS. IN ADDITION, HEP PROVIDED SAFE SHELTER AND SUPPORT SERVICES FOR 341 INDIVIDUALS, INCLUDING 28 FAMILIES, 70 CHILDREN, AND 211 VETERANS - 23 OF WHOM SERVED IN OPERATION IRAQI FREEDOM AND 17 OF WHOM SERVED IN OPERATION ENDURING FREEDOM. IN 2022 ALONE, THE HEP DENTAL & WELLNESS CLINIC PROVIDED $308,000 WORTH OF NECESSARY DENTAL CARE TO THOSE IN NEED AS WELL AS VARIOUS WELLNESS SERVICES PROVIDED BY THE CLINIC. IN ADDITION, OUR ON-SITE MEDICAL CARE, IN PARTNERSHIP WITH THE MORTON PLANT MEASE OUTREACH TEAM, RESULTED IN A $3,799,665 SAVINGS TO THE COMMUNITY IN AVOIDED CALLS TO 911 AND EMERGENCY ROOM VISITS. NONE OF THIS WOULD BE POSSIBLE WITHOUT OUR VALUED NETWORK OF COMMUNITY VOLUNTEERS WHICH INCLUDED 588 INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS KYLE SHULMAN AND CARRIE SHULMAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. IT IS THEN FORWARDED TO THE BOARD OF DIRECTORS TO BE REVIEWED PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C HOMELESS EMPOWERMENT PROGRAM REVIEWS THE CONFLICT OF INTEREST POLICY PERIODICALLY WITH THE BOARD AND EACH BOARD MEMBER IS ASKED TO REPORT ANY AND ALL INSTANCES WHERE A CONFLICT OF INTEREST MAY OCCUR OR REPORT THERE ARE NONE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR THE TOP OFFICIAL THE PROCESS INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES BYLAWS, ARTICLES OF INCORPORATION, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH UNDER IRC SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST AND ESTATE RECEIVABLES -189,068. FORM 990, PART XII, LINE 2C HOMELESS EMPOWERMENT PROGRAM DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.