2024-08-09T14:02:50-05:00 2023-12-31 593040705 RIVERO GORDIMER & COMPANY PA 201 N FRANKLIN ST SUITE 2200 TAMPA FL 33602 990 2023-01-01 592729694 HOMELESS EMERGENCY PROJECT INC HOME 7274429041 1120 NORTH BETTY LANE CLEARWATER FL 33755 ASHLEY LOWERY PRESIDENT/ CEO 7274429041 2024-08-07 1 1 SAM A LAZZARA P01342929 8138757774 2023 2024-08-08 14:25:15Z HOMELESS EMPOWERMENT PROGRAM ASHLEY LOWERY 1120 NORTH BETTY LANE CLEARWATER FL 33755 11798389 0 X WWW.HEPEMPOWERS.ORG X 1986 FL OUR GOAL IS TO BE THE LAST SUPPORTIVE HOUSING PROGRAM ANYONE EVER HAS TO ENTER. 22 22 105 650 0 0 5866911 8152834 345252 314427 266059 364147 517918 750171 6996140 9581579 1228443 940418 0 0 3620737 3929745 0 0 740582 2671134 2996928 7520314 7867091 -524174 1714488 21616131 24293461 3842104 3824253 17774027 20469208 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 4701404 117832 302885 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. 1089332 342662 90472 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) 557814 479924 576680 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. 6348550 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 55 0 1 105 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 F WALLACE POPE JR MEMBER 1.00 X 0 0 0 DR CARRIE SHULMAN 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 CAROL HAUGE MEMBER 1.00 X 0 0 0 SHARON REID-KANE MEMBER 1.00 X 0 0 0 TOM WHIDDON MEMBER 1.00 X 0 0 0 ASHLEY LOWERY PRESIDENT & CEO 40.00 X 226585 0 9364 KATHLEEN PROSSICK DIRECTOR OF FINANCE 40.00 X 121727 0 11912 BARBARA GREEN FOUNDER 40.00 X 137651 0 1387 MARLO STONE MARKETING & COMMUNICATIONS SPECALIST 40.00 X 100100 0 7201 ZACHARY WHITE VICE PRESIDENT 40.00 X 115096 0 11209 701159 0 41073 5 0 1 0 0 3199965 4952869 2210518 8152834 CLIENT FEES 624200 307513 307513 LUNCH TICKETS 624200 6914 6914 314427 264121 264121 2265435 2165409 100026 100026 100026 143165 48604 94561 94561 579477 2797 576680 576680 MISCELLANEOUS 900099 78930 78930 78930 9581579 970037 0 458708 6440 6440 933978 933978 348312 248884 51471 47957 2949013 2107196 435787 406030 51757 36983 7648 7126 327267 233846 48362 45059 253396 181062 37445 34889 28545 19590 7882 1073 40280 27644 11122 1514 53724 36871 14834 2019 32927 22598 9092 1237 73855 8803 100 64952 144673 83714 16665 44294 104641 64725 5964 33952 728288 710931 9341 8016 99212 96521 89 2602 527 527 717211 615128 101596 487 201900 189359 6532 6009 CLIENT SERVICES 675579 659602 5289 10688 PERSONNEL EXPENSES 44382 30891 8675 4816 FOOD 32734 32648 65 21 OTHER 17841 17841 609 609 7867091 6348550 777959 740582 322474 752229 2447580 1595383 421191 341347 241069 196843 111532 148142 20064200 10393327 8783504 9670873 8023815 10602859 1264966 985785 21616131 24293461 235670 214792 2500 3605544 3606071 890 890 3842104 3824253 X 16033095 18593646 1740932 1875562 17774027 20469208 21616131 24293461 X 1714488 908451 72242 X X 0 1 X 1 1 1 X 6084901 5384942 6361090 5866911 8152834 31850678 6084901 5384942 6361090 5866911 8152834 31850678 31850678 156572 136634 146330 175990 264121 879647 93148 141208 59163 82279 176491 552289 33282614 0.95700 0.96030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5655684 101005 1004439 264019 45157 6451952 6830337 -882753 249748 42152 5655684 5815433 1057898 42994 6830337 5335348 516136 36051 5815433 4373980 1009677 48309 5335348 0.95105 0.04895 0 0 1686642 1686642 16381026 8895607 7485419 573704 402621 171083 1422828 1095099 327729 9670873 SECURITY DEPOSITS 890 890 X 11546922 980693 1038374 2019067 9527855 53724 53724 9581579 8851741 1038374 1038374 7813367 53724 53724 7867091 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, 2020. 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 128636 128636 1564 28451 2588 5365 FASHION SHOW 14529 14529 816 9141 32 647 143165 143165 2380 37592 2620 6012 48604 94561 1 RENT ASSISTANCE 47 117832 FMV THRIFT SHOP 722 342662 FMV FOOD 50273 473484 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 QUALFYING FOR THE PROGRAMS DESCRIBED BELOW USE THE GRANT FUNDS. COMMUNITY HOUSING ASSISTANCE PROGRAM (CHAP) 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 TO INSTANCES OF HOMELESSNESS. COUNSELING - SERVICES INCLUDE SUBSTANCE ABUSE CARE AND ALCOHOL TREATMENT, RECEOVERY 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 212370 0 14215 0 0 0 7846 0 1518 0 235949 0 0 0 X 342662 FMV X 1182237 FMV X 82329 FMV X 473485 FMV X BUILDING IMPROVEMENTS 0 195029 FMV X GARDEN SUPPLIES 0 9805 FMV X AIR CONDITIONER 0 700 FMV X GIFT CARDS 0 300 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 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 BENEFICIAL INTEREST IN TRUST ASSETS 72,242. FORM 990, PART XII, LINE 2C HOMELESS EMPOWERMENT PROGRAM DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.