2024-03-27T09:33:49-05:00 2023-06-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2022-07-01 237153017 211 Palm BeachTreasure Coast Inc 211P 5615331065 PO Box 3588 Lantana FL 33465 Sharon L'Herrou President/CEO 5615331065 2024-03-18 1 Sharon LHerrou 999009999 0 Scott Y Haynes CPA P01366363 5616896000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Sharon L'Herrou PO Box 3588 Lantana FL 33465 7819802 0 X www.211PalmBeach.Org X 1971 FL See Schedule O 18 18 134 15 7411 0 5062116 7758424 0 0 55 150 99773 1144 5161944 7759718 9171 4741 0 0 2852625 4160789 0 0 135004 729212 1037307 3591008 5202837 1570936 2556881 4096355 6985145 453404 785313 3642951 6199832 X 211 Palm Beach/Treasure Coast's mission is to save and improve lives through crisis intervention and by connecting people to health, mental health and wellness services 24 hours a day every day. 0 0 2208988 9000 Resource Center: 211 HelpLine, a crisis hotline and community helpline, operates 24 hours a day, 7 days a week, 365 days a year. In our fiscal year July 2022- June 2023, 211's highly trained Resource Center Specialists responded to 131,353 requests for help via phone, text, email, and an additional 79,586 online chat, and self-service database inquiries, for a total utilization of 210,939 requests for help from Palm Beach, Martin, St. Lucie, Indian River and Okeechobee County residents. Of these, 47,542 were related to mental health and addiction issues, including 5,272 suicide-related requests for help requiring intensive support and life-saving assistance. (Continued on Schedule O)Additionally, 128,248 referrals, requiring assessment of needs along with supportive guidance, were made for 142,685 expressed community needs from those who we serve. This program has been in operation since 1971 and is nationally accredited by Inform USA (formerly AIRS) and the American Association of Suicidology (AAS) to provide information and referral services along with crisis intervention and suicide prevention services. Further, all services are free, confidential and services are available via phone, chat, text and email in addition to the online database on our website. 211 has been a reliable resource for the community through harsh economic conditions and ongoing housing crisis, providing emotional support, information, and linkages to resources for those who are struggling to overcome crisis situations and meet their basic needs. Our community relies on the 211 HelpLine, 24 hours a day, 7 days a week, especially during times of disaster, as our highly trained Resource Center Specialists help them face the challenges of everyday life and resolve their unique crisis situations. 210766 912 Elder Crisis Outreach: 211's Elder Crisis Outreach (ECO) program provides short-term crisis intervention and case mamagement to vulnerable elders (aged 60 and up) in Palm Beach County who are at an increased risk of experiencing a crisis event. These elders may not have the physical strength, the financial resources or the family or caregiver support to deal with a crisis alone and are unsure of how to access resouces or who to turn for help. (Continued on Schedule O)This program has been in operation since 1985, providing skilled advocacy, crisis intervention, and care coordination services by way of our experienced staff. Our dedicated ECO Advocates conduct assessments on each client, even visiting their home if needed, and provide them with short-term assistance and connections to appropriate services to help them stabilize or resolve their unique and often complex challenges. This program has been especially valuable to Palm Beach County seniors who often face impossible choices due to financial hardship, declining health, and social isolation. In our previous fiscal year from July 2022- June 30, 2023, our ECO program served a total of 598 Palm Beach County elders. 500421 Help Me Grow: The Help Me Grow (HMG) program housed at 211 Palm Beach/Treasure Coast was launched in 2014 as part of a National and Statewide initiative with 211 serving as the central access point. The program is designed to identify children (aged 0-8) residing within Palm Beach County and the Treasure Coast who are at-risk for developmental or behavioral concerns and connect their families with community-based programs for health, developmental and behavioral services. (Continued on Schedule O)Our HMG Care Coordinators are knowledgeable about the local health and human services network and skilled at providing these completely free screenings to identify potential developmental concerns to help provide early intervention and improved outcomes for these children and their families. In our previous fiscal year from July 2022- June 2023, HMG provided support, referrals, and information to 879 families with a total of 960 children and completed 1,945 screenings throughout Palm Beach County and the Treasure Coast. 311422 Sunshine Telephone Reassurance: 211's Sunshine Telephone Reassurance Program is a primarily volunteer-run program that was established in 1973. This program provides a once daily scheduled call to elders (aged 60 and up) and other homebound individuals residing in Palm Beach, St. Lucie, Okeechobee, Indian River and Martin counties to check on their wellbeing and bring human connection into their day. This program also saves lives every year by providing emergency intervention in the event that the Sunshine client does not answer their scheduled phone call after multiple attempts. In our previous fiscal year from July 2022- June 2023, 761 isolated, lonely elders or disabled individuals received daily telephone reassurance calls through the contribution of our 15 volunteers, equating to approximately 1,283 hours of volunteer service. During this year, 269 incidents of potential risk for Sunshine clients were identified and required some follow-up to ensure a client's safety. 150829 3829 My Florida Veteran Support Line provides veterans/former military and their families with comprehensive information, referral to services, emotional support, and care coordination by trained veteran peers who have access to hundreds of community-based services. 1215493 Hero4Hero provides peer-led crisis intervention, information and referral, and care coordination to area first responders and their families. Services are accessed through a toll free number that is part of a statewide response to increased emotional crisis and suicidal rates among this population.Lifeline (988) provides suicide and emotional crisis intervention and de-escalation via the phone 24 hours a day / 365 days a year. This a nationwide number that routes locally placed calls to our fully trained staff. 1677744 3829 4597919 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 134 1 1 1 0 0 0 0 1 1 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X Sharon L'Herrou 5615331065 PO Box 3588 Lantana FL 33465 Ty Barnes Immediate Past Chair 2.00 X X 0 0 0 Brendan Lynch Treasurer 2.00 X X 0 0 0 Lee Williams Chairman 2.00 X X 0 0 0 William Abel Board Member 1.00 X 0 0 0 Kelly Cambron Board Member 1.00 X 0 0 0 John Carr Board Member 1.00 X 0 0 0 Raymond F Ellis Board Member 1.00 X 0 0 0 George Elmore Board Member 1.00 X 0 0 0 Janie Fogt Board Member 1.00 X 0 0 0 Ken Kettner Vice Chairman 2.00 X X 0 0 0 Nancy Lambrecht Board Member 1.00 X 0 0 0 Jodie Murphy Board Member 1.00 X 0 0 0 Rachel Needle Board Member 1.00 X 0 0 0 Therese M Shehan Board Member 1.00 X 0 0 0 Trent Swift Secretary 1.00 X X 0 0 0 John Deese Board Member 1.00 X 0 0 0 Matt Sackel Board Member 1.00 X 0 0 0 Kathleen Hillman Board Member 1.00 X 0 0 0 Sharon L'Herrou President/CEO 40.00 X 143629 0 7416 Heather Anstaett Director of Finance 40.00 X 94230 0 6943 237859 0 14359 1 0 1 0 PJL Associates LLC 248 Cortez Rd West Palm Beach FL 33405 Capital Campaign Consultants 113648 1 447125 51650 6127485 1132164 7758424 150 150 35875 28464 7411 7411 7411 16353 51650 31620 -15267 -15267 Training Income 900099 5000 5000 Answering Services 900099 4000 4000 9000 7759718 9000 7411 -15117 4741 4741 274387 253597 13798 6992 3310825 3059214 167192 84419 11380 10584 511 285 293721 272834 13494 7393 270476 251243 12427 6806 32802 30868 1125 809 327206 129166 194661 3379 38748 11229 27031 488 274829 252818 13655 8356 112561 96575 9171 6815 62375 55354 5886 1135 17141 16656 284 201 6431 3214 3217 12469 11757 467 245 63298 59493 2545 1260 Equipment Repairs & Mai 52993 52825 102 66 Operating Supplies 25787 23969 1467 351 Other Expenses 10667 1782 2881 6004 5202837 4597919 469914 135004 3356933 4924374 285099 451080 7000 158660 77156 51927 1371742 1041952 356269 329790 13898 1069314 4096355 6985145 168456 205008 5000 5000 165136 149778 114812 425527 453404 785313 X 3177844 5205749 465107 994083 3642951 6199832 4096355 6985145 2556881 0 X X 0 1 X 1 1 1 X 2747458 3029049 3957262 5062116 7758424 22554309 2747458 3029049 3957262 5062116 7758424 22554309 22554309 59828 60249 48988 94004 36025 299094 11290 7100 2300 22195 9000 51885 22905288 0.98470 0.97860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 40000 40000 0 Part II-B, Line 1: In consultation with 211 staff, P5 Group closely monitors legislative, regulatory and policy actions by the State through interaction with state agencies, legislative leadership, House and Senate members and their professional staff. They also are assisting in securing appropriations in the State and Federal budgets for the organization's Capital Campaign to build a new headquarters building in Lantana, Florida. There are no expenditures related to political elections or candidates. 160000 160000 455254 192245 506042 141457 244122 233759 10363 6800 303321 302151 7970 10000 10000 329790 Split-Interest Agreement 4991 Deposit 125 Investment in Deferred Compensation plan 12942 Other assets 1000000 Right-of Use Leases 51256 1069314 Refundable Advance 361329 Obligation Under Deferred Compensation Plan 12942 Right-of-use Lease liability 51256 425527 X 7839802 20000 60084 80084 7759718 0 7759718 5282921 20000 60084 80084 5202837 0 5202837 Part X, Line 2: The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to 211's tax-exempt purpose is subject to taxation as unrelated business income. In addition, 211 qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization other than a private foundation under Section 509(a)(2). Based upon an analysis of its net unrelated business income for the current year and the net operating loss carryovers available from earlier years, The Organization does not believe there is any income tax owed for the period and there is no tax liability recognized in these financial statements. The Organization has adopted FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. This pronouncement seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Organization assesses its income tax positions based on management's evaluation of the facts, circumstances and information available at the reporting date. The Organization uses the prescribed "more likely than not" threshold when making its assessment. At adoption, the Organization did not record any cumulative effect adjustment, and the Organization did not accrue any interest expense or penalties related to tax positions. There are currently no open Federal or State tax years under audit. Part XI, Line 2d - Other Adjustments: Rental Expenses - Rev 28,464. Special Fundraising Event Expenses 31,620. Part XII, Line 2d - Other Adjustments: Special Fundraising Event Expenses 31,620. Rental Expenses 28,464. Lifeline Lunch 68003 51650 16353 31620 68003 51650 16353 31620 31620 -15267 1 X 0 0 0 0 0 0 0 0 0 Sharon L'Herrou President/CEO 143629 0 0 0 0 0 1433 0 5983 0 151045 0 0 0 Form 990, Part I, Line 1 211 Palm Beach/Treasure Coast's mission is to save and improve lives through crisis intervention and by connecting people to health, mental health and wellness services 24 hours a day every day. Form 990, Part VI, Section A, line 2 Two of the board members were married in 2022. Form 990, Part VI, Section B, line 11b The annual 990 is presented by our independent auditor to the full board of directors. Upon request, a copy can be sent via email. Form 990, Part VI, Section B, line 12c The Organization requires its officers, directors, trustees and employees to disclose potential conflicts of interest in a "conflict of interest form" which is reviewed annually. Form 990, Part VI, Section B, line 15 The Executive Committee of the board of directors meet annually and review the performance of the President/CEO. Therese Shehan, Human Resources Consultant, prepared an analysis of the base salary compensation of nonprofit Executive Directors for the committee to base their compensation decision on. All employees receive an annual performance evaluation and the annual wage adjustment is based on performance. 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. PART XII LINE 2B The audit report as presented by the independent auditor, is reviewed by the audit committee at its yearly meeting. The process has not changed from prior year. 415 Gator Drive Inc P O Box 3588 Lantana FL 33465 650951123 Real Estate Rental FL 501(C)(2) 211 Palm BeachTreasure Coast Inc 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 415 Gator Drive Inc D Cons. Audit Schedule R Part II Beginning tax year 2017, the activities of 415 Gator Drive, Inc. ("415) became fully integrated into the accounting and reporting of 211 Palm Beach/Treasure Coast, Inc., although 415 continues to maintain separate standing as a 501(c)(2) real property holding company with the State of Florida.