Lutheran Services Florida, Inc.
3627 W Waters Ave
Tampa FL 33614-2783
Mission
Lutheran Services Florida serves to bring God’s healing, hope, and help to people in need in the name of Jesus Christ.
Leadership
CEO/Executive Director Mr. Samuel M Sipes
Board Chair Mr Bill Haueisen
Board Chair Affiliation retired
General Info
Former Names
Lutheran Ministries of Florida
Tax Exempt Status Public Supported Charity
Incorporation Year 1982
State Charitable Solicitations Permit Yes Jan 2018
State Registration Yes Jan 2017
Financial Summary
 
 
Projected Revenue $216,500,000.00
Projected Expenses $216,400,000.00
IRS Letter of Determination
IRS Letter of DeterminationView
Impact Statement

At any given time, 14% of non-institutionalized elders, not to mention adults who suffer physical or mental incapacities, experience physical, psychological or sexual abuse, neglect or financial exploitation. For over 25 years, LSF guardianship has worked diligently to make sure that vulnerable adults in Sarasota County don’t face a future of neglect, isolation and abuse. Its longevity is a testament to the quality and necessity of its services. LSF continues to work so that in the next 25 years of its guardianship program, every individual who needs this life-saving service can access it.

Needs Statement

Nearly 40% of Sarasota County is over the age of 60 and almost 14% of those individuals live well below the poverty line. Add to that the more than 16% of Sarasota County residents over the age of 65 who suffer from Alzheimer’s or dementia as well as the hundreds of individuals, regardless of their age, who suffer from incapacitating disease or injury and the need for LSF guardianship services is more than clear.

It is easy to see that, with statistics like these, guardianship is an essential service not only for the individuals whose lives are restored with guardianship, but to the community. Without LSF, Sarasota County would be left with hundreds of individuals in need of sustained, intensive care.

It is also easy to see with such statistics that the need far outstrips LSF’s current capacity to serve everyone who needs LSF guardianship. In order to manage current and future caseload needs, LSF relies on continued and increased philanthropic partnership with individuals, foundations, and other community entities.

Background Statement

LSF Guardianship got its start in Sarasota 25 years ago, serving almost 1,500 people in Sarasota County who, without LSF Guardianship, may have been left to suffer and die alone and afraid.

In the late 1980s, Lutheran Services Florida began noticing that more and more people were left to fend for themselves, who weren’t even able to care for themselves. Determined to help, LSF started the guardianship program in 1990. Compelled by our belief that every life has value and everyone should live with dignity, LSF has, through thick and thin, remained committed to serving some of our community’s most vulnerable, often unseen, individuals.

LSF is the largest provider of guardianship services in Sarasota County for people – young adults to elderly -- who are unable to adequately care for themselves. Sometimes this determination is made by loving family members who want the best for their mothers or fathers or siblings or children, even grandchildren. Sometimes this determination is made by a judge because there are no family members around to make that decision or because the ones who are have harmed or victimized their incapacitated family member in some way.

People come to LSF sometimes victimized, sometimes with debilitating mental or physical health conditions, usually beyond hope and quite often afraid. With the care and attention of LSF Guardianship, people’s lives, whatever the age, whatever the circumstance, are restored beyond mere stability. LSF helps people to live with dignity and hope.

 
Areas Served
Areas Served
Area
In a specific U.S. city, cities, state(s) and/or region.
FL
Areas Served Comments

The LSF guardianship program provides services in Sarasota and throughout Sarasota County.

Service Categories
Primary Org Type Human Services
Secondary Org Type Human Services
Tertiary Org Type Human Services
Statement from the Board Chair/Board President

The Lutheran Services Florida (LSF) Board of Directors is dedicated to strategically positioning one of Florida’s largest and most prominent nonprofit and human services agencies so that LSF can help transform the lives of as many people as possible. What this means from the vantage point of an individual board member, and as Board Chair in particular, is that our LSF board leadership must include more than mere risk and compliance oversight of LSF’s 60 plus programs. As board chair, it has been my pleasure and honor to challenge LSF to manage its incredible growth curve while continuing to maintain its impeccable service record. With a footprint of over two-thirds of Florida’s counties, serving nearly 900,000 children and families, this is no small task. But the Board is a professional one and has risen to the task in some rather astounding ways.

Even though inspiring, the variety within the LSF service portfolio alone – from Guardianship to Head Start to youth shelters, foster care, adoption, not to mention immigration and refugee services, disaster relief and mental health services – might seem overwhelming; but the Board of Directors ably and quickly redesigned and redeveloped LSF’s strategic management approach. Fostered by its commitment to learning and good governance, the redesign and redevelopment allowed for us to mitigate the more critical challenges that come with rapid growth, no matter how well planned that growth may be, and capitalize on the inherent opportunities that growth brings. Ensuring that LSF remains a premier organization with services that transform lives and, thereby, communities, has been key in my tenure as Board Chair.

Statement from the CEO/Executive Director

When people ask me about Guardianship and our essential work in Sarasota, I first share with them the story of Lois and Frank, two people we served through Guardianship:  

What the Sarasota police learned when they escorted Fred home after finding him disoriented and confused, broke the hearts of well-meaning neighbors who hadn’t wanted to intrude. Fred and Lois had lived an uppermiddle class life in a beautiful neighborhood. But what the police found was a couple in dire need. Immobile, Lois had been stranded in an armchair for days. Dehydrated and unable to move, Lois was sick and afraid. The house, once so well known for its beauty and cleanliness, was designated a health hazard by the police, it was in such a state of disarray and filth. With no family and no one else to turn to, Lutheran Services Florida (LSF) stepped in and became their guardian. Now in a nursing home, receiving appropriate care, Lois credits LSF for saving her life and keeping Fred, now diagnosed with dementia, safe.

That story is one of thousands, but it highlights how essential a service guardianship is not only to the individuals we directly serve, but to the community as a whole. Most people are amazed at the quality of intensive case management services we provide with rather nominal resources. We are only able to do so in partnership with individuals from within and around Sarasota.
 
However, the guardianship program is at a critical juncture. Without increased support from Sarasota's civic-minded citizenry, LSF will not be able to continue to serve under-served, indigent people. I am hopeful that Sarasotans will begin to see just how essential guardianship is to all who live in Sarasota and will increase its support of this often quiet, but essential community service.
Programs
Description

LSF Guardianship Services protect vulnerable adults from abuse, neglect and exploitation. Guardians are appointed by the courts to act on behalf of those who cannot handle their own affairs because of physical injuries, mental illness, developmental disabilities, Alzheimer’s disease or other age-related dementia. The LSF Guardianship program serves clients in Sarasota, Manatee and Desoto Counties. LSF serves incapacitated elderly and disabled adults without regard to income, age, residence, race or religion.

Budget $1,100,000
Category Human Services, General/Other Human Services, General/Other
Program Linked to Organizational Strategy Yes
Population Served Adults Adults Adults
Short Term Success

Our successes come in the form of lives saved and transformed through our guardianship program. With each individual we serve, there is a unique yet universal story that embodies the success of LSF’s guardianship program. Stories like John’s:

When their parents died, John’s brothers didn’t know what to do. At thirty-three, John had always lived with mom and dad. His brothers knew that John, diagnosed with Down Syndrome at birth, couldn’t live on his own. They also knew that neither of them could take care of him full-time. One of the brothers had heard about a Lutheran services organization at church, so they decided to give them a call; after all, they had no one else to turn to. When they called Lutheran Services Florida, they were relieved to hear that they could get help for themselves and, most importantly, for John, who they loved and wanted the best for. Through LSF’s guardianship program, John’s future is attended to and his day-to-day needs met. His brothers visit John and are connected to him as brothers should be, but only with help from Lutheran Services Florida. Had it not been for LSF, John’s brothers aren’t sure what they would have done.

Long Term Success

LSF’s 25 years of service to the Sarasota community through its guardianship program is testament not only to the quality of service we provide, but to our long-term commitment to the community.

Program Success Monitoring

LSF Guardianship services consistently exceed state standards and LSF staff members are routinely commended by clients and their families as well as community members for the quality of care provided.

Program Success Examples

When their parents died, John’s brothers didn’t know what to do. At thirty-three, John had always lived with mom and dad. His brothers knew that John, diagnosed with Down Syndrome at birth, couldn’t live on his own. They also knew that neither of them could take care of him full-time. One of the brothers had heard about a Lutheran services organization at church, so they decided to give them a call; after all, they had no one else to turn to. When they called Lutheran Services Florida, they were relieved to hear that they could get help for themselves and, most importantly, for John, who they loved and wanted the best for. Through LSF’s guardianship program, John’s future is attended to and his day-to-day needs met. His brothers visit John and are connected to him as brothers should be, but only with help from Lutheran Services Florida. Had it not been for LSF, John’s brothers aren’t sure what they would have done.

Comments
Program Comments by Organization

Approximately 80% of the clients currently served by the LSF Guardianship Program are indigent.  These include those with severe and persistent mental illness, traumatic brain injury, developmental disabilities and older adults with dementia.  Our staff regularly provide oversight of health, housing, safety and care, along with application for public benefits and financial management and protection of assets for the most vulnerable in the community.

CEO/Executive Director
CEO/Executive Director Mr. Samuel M Sipes
CEO Term Start Sept 2007
CEO/Executive Director Email ssipes@lsfnet.org
Experience Samuel Sipes came to LSF in September 2007 from an executive position with Lutheran Services of the South, in Austin, TX. He holds a Master's degree in Social Work and has wide experience in social services, child welfare, and senior citizen welfare programs.
Former CEOs/Executive Directors
NameTerm
James Wells Dec 2001 - Oct 2007
Senior Staff
NameTitle
Dr Chris Card Chief Operating Officer
Dr Christine Caufield Executive Director LSF Health Systems
Mr. Louis A Finney Jr.Executive Vice President of Children and Head Start Services
Kathleen Houseweart Director, Guardianship Services, Sarasota
Ms. Stacy Martin Executive Vice President of Programs
Mr. Matthew Rosen Vice President, Human Resources
Mr. Bob Wydra Chief Financial Officer
Staff & Volunteer Statistics
Full Time Staff 1314
Part Time Staff 63
Staff Retention Rate % 74
Professional Development Yes
Contractors 0
Volunteers 250
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
Evangelical Lutheran Church in America and ELCA Florida-Bahamas Synod

Lutheran Church–Missouri Synod and LCMS Florida-Georgia District

Lutheran Disaster Response

Lutheran Immigration and Refugee Service

Lutheran Services in America

Thrivent Financial for Lutherans

Central Florida Behavioral Health Network

ChildNet Inc.

Children’s Network of Southwest Florida

Children’s Services Council of Palm Beach County

City of Pensacola

Eckerd Community Alternatives

Escambia County

Florida Department of Children and Families

Florida Department of Health

Florida Department of Juvenile Justice

Florida Network of Youth and Family Services

Hillsborough Co.Board of County Commissioners, Head Start/Early Head tart

Lakeview Center

Lee County

Miami-DadeCounty

Office of the Attorney General, State of Florida(Victims of Crime Act rants)

Okaloosa County

Our Kids

Santa Rosa County

Sarasota County

South Florida Workforce Investment Board

Tampa Bay Work Force Alliance, Inc.

United Way

United Way South County 

U.S. Department of Health and Human Services

WorkNet Pinellas

Youth and Family Services Network

External Assessments and Accreditations
Assessment/AccreditationYear
Council on Accreditation (COA) [for Children and Family Services] - Accreditation2014
Awards & Recognition
Award/RecognitionOrganizationYear
Finalist, Top Non-Profit of the YearTampa Bay Business Journal2007
Non-Profit Organization of the YearTampa Bay Hispanic Chamber of Commerce2006
Commendable PerformanceU.S. Department of Health & Human Services2002
Deemed Status RatingFlorida Department of Juvenile Justice2002
1. Most Meals Served & 2. Excellent Nutrition Practices, Child Food CareFlorida Department of Health2007
Finalist, Non-profit of the YearTampa Bay Business Journal2016
Outstanding Board of Directors (Large Non-Profit Board Category)Tampa Bay Business Journal2015
Risk Management Provisions
Automobile Insurance
Workers Compensation and Employers' Liability
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan Yes
Strategic Plan Years 3
Strategic Plan Adopted June 2014
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Comments
Management Comments by Organization


Board Chair
Board Chair Mr Bill Haueisen
Company Affiliation retired
Board Term Oct 2010 to Oct 2019
Board Chair Email bhaueisen@srgtampa.com
Board Members
Board Members
NameAffiliation
Mr John Bauder Treasurer
Ms. Linda Gray Retired
Ms Zina Hamilton homemaker
Mr William Haueisen N/A
Mr William Horne City of Clearwater
Mrs Laurel Marc-Charles Richard & Richard, P.A.
Mr Scott Morris N/A
The Rev James Rockey Amazing Grace Lutheran Church
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 6
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 5
Female 3
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Orientation Yes
Number of Full Board Meetings Annually 4
Board Meeting Attendance % 84
Board Self-Evaluation Yes
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Audit
Board Governance
Nominating
Finance
Comments
Governance Comments by Organization
The Board adheres to a Carver model of governance. Each board member receives intensive training through the Carver institute prior to commencing with board service.
Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2017
Projected Revenue $216,500,000.00
Projected Expenses $216,400,000.00
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
Audit/Financial Documents
FY16 Audit2016
FY15 Audit2015
Audit2014
Audit2013
Audit2012
Audit2011
Audit2010
Audit2009
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$181,868,346$175,555,955$127,982,027
Federal$49,406,226$52,501,035$0
State$117,325,631$108,146,070$0
Local$8,961,456$8,939,481$0
Unspecified$6,175,033$5,969,369$127,982,027
Individual Contributions$21,519,641$21,571,887$21,105,483
$166,729$124,624$153,300
$2,535,554$2,356,785$1,497,549
Investment Income, Net of Losses($7,139)$105,689$48,114
Membership Dues$0$0$0
Special Events$49,599$9,094$47,965
Revenue In-Kind$2,808,660$9,192,235$8,808,948
Other$27,278$31,682$30,488
Expense Allocation
Fiscal Year201620152014
Program Expense$198,629,093$191,167,472$141,201,561
Administration Expense$9,466,333$8,326,804$6,464,170
Fundraising Expense$512,181$358,477$211,689
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.991.001.02
Program Expense/Total Expenses95%96%95%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$39,337,816$39,269,227$30,044,106
Current Assets$24,148,698$22,677,410$17,636,652
Long-Term Liabilities$6,597,979$2,175,783$3,519,673
Current Liabilities$21,500,611$22,008,270$15,075,667
Total Net Assets$11,239,216$15,085,184$11,448,766
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountGovernment Grants - State $117,325,631Government Grants - State $108,146,070Government Grants - Unspecified $127,982,027
Second Highest Funding Source & Dollar AmountGovernment Grants - Federal $49,406,226Government Grants - Federal $52,501,035Contributions, gifts, grants $21,105,483
Third Highest Funding Source & Dollar AmountContributions, gifts, grants $21,519,641Contributions, gifts, grants $21,571,887Guardianship Services $1,135,521
CEO/Executive Director Compensation $200,001 - Plus
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities1.121.031.17
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets17%6%12%
Financials Comments
Financial Comments by Organization

LSF faces significant challenges in helping potential donors understand the critical need for private resources to help the people we serve. One of the challenges is helping potential donors understand that an organization as large as LSF relies on donor engagement and charitable generosity. At first glance the budget appears large enough to manage all expenses to provide world-class services to people in most need. If only that were the case. Without private funding partnerships and donor generosity, LSF is unable to serve as many people as are in need nor are we able to serve in ways that fully exhibit our mission.

A second challenge is the confusion associated with the “Lutheran” in our name. LSF serves anyone in need, regardless of religion, race, ethnicity, gender, or age. Often people are hesitant to reach out to LSF because they are concerned we serve only Lutherans.

Financial Comments by Foundation Foundation and corporations are included with individual contributions as they are not separated in the 990s or audited financial statements.  Financial figures were taken from the 990s.
Nonprofit Lutheran Services Florida, Inc.
Address 3627 W Waters Ave
Tampa, FL 34234 2783
Phone 813 875-1408

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.