2025-08-15T09:32:13-05:00 2024-09-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2023-10-01 592704597 Housing Partnership Inc HOUS 5618413500 2001 W Blue Heron Blvd Riviera Beach FL 33404 Kelly Powell CEO 5618413500 2025-08-13 1 0 Scott Y Haynes CPA P01366363 5616896000 2023 2025-03-06 01:10:19Z Community Partners of South Florida Kelly Powell 2001 W Blue Heron Blvd Riviera Beach FL 33404 16619151 0 X www.cpsfl.org X 1986 FL See Schedule O 9 9 264 50 0 0 12977207 13817246 2808727 2447113 -179550 65792 58760 -99296 15665144 16230855 187004 149866 0 0 11171906 11682138 0 0 142537 4249112 4544757 15608022 16376761 57122 -145906 17286105 18621132 10661216 12142149 6624889 6478983 X See Schedule O 0 0 2767702 47504 411687 Supportive Housing Programs provide a blend of social service support and housing assistance to special needs populations, including homeless families, families with mental health or substance use issues who are also trying to transition from welfare to work, as well as adults with chronic mental illness. CPSFL has developed two properties for special needs populations and works with area landlords to facilitate decent, affordable independent living. The Homeownership Promotion and Preservation Program provides a full spectrum of homeownership services, including homebuyer education classes, pre-and post-purchase counseling, and access to residential mortgage and down payment assistance. (Continued on Schedule O)The Prosperity Center program offers low-income residents a one-stop source of financial empowerment services, including a matched-savings program for homeownership, help in resolving credit issues, money management assistance, ACCESS benefits assistance, education and job assistance, plus free VITA (Volunteer Income Tax Assistance) income tax services. SOFI (Security our Future Initiative), a workforce development program, targets households at 50% and below poverty level. The program provides financial literacy workshops, individual financial coaching, income tax preparation, resum writing, interviewing skills, and all training relevant to becoming financially literate and self-sustaining. SPSFL is a chartered member of the prestigious National NeighborWorks America (NWA), formerly known as Neighborhood Reinvestment Corporation, and as such receives technical and financial support with an emphasis on promoting affordable housing and neighborhood revitalization. In 2024, CPSFL added a rental counseling component which allowed us to provide rental counseling services to existing clients in the pipeline. It can take years to reach mortgage capacity based on income and credit. Many of our clients have been working for several years to purchase a home. While they wait, we offer educational workshops on tenant legal rights, case management, and access to rental assistance to support them in reducing their house cost burden and establishing a savings plan. The second new initiative under the Homeownership Promotion and Preservation is the Heirs Property Awareness and education program. This is a new initiative that began in 2024 with the support of JP Morgan Chase. CPSFL currently has a MOU with the Legal Aid Society of Palm Beach County to deliver the educational workshop and help our client to navigate the process of Estate Planning and Probate. Community Land Trust (CLT), CPSFL developed nine (9) homes through a $1.3 million grant from Florida Housing Finance Corporation and Palm Beach County Department of Housing and Community Development for use in its Community Land Trust (CLT), In accordance with the operating structure of a CLT, the land underneath the homes is owned by CPSFL, while the homeowner purchases and owns the improvements. The homeowners only pay the purchase price and taxes for the improvements and lease the land from CPSFL for a nominal amount. This arrangement allows for favorable financing and lower real estate taxes for the homeowner. There are resale restrictions, and the unit must be sold to qualified buyers earning 80% and below of the Palm Beach County AMI, adjusted annually. We are hoping to transfer this entire program to the Land Trust of Palm Beach and Martin County that has more capacity to administer the program in 2025.The Lending Program provides brokerage services for FAHE and serves as a corresponding lender for Bank United, originating and closing loans under CPSFL. The goal is to close 12 to 15 loans. CPSFL also originates and closes deferred second mortgages. In 2024, lending and homeownership were more than challenging. Combining high interest rates with the lack of inventory, we did not close any loans for the fiscal year 2023-2024. Currently, we serve mainly Palm Beach County, and we are expecting to expand in Broward and Miami-Dade Counties in 2025, mainly for the CHAMP program.Previously, CPSFL served as the lending agency for the Neighborhood LIFT 1.0 program (LIFT1) in Tampa, Orlando, and Jacksonville, LIFT 3.0 (LIFT3) in Jacksonville, and LIFT 5.0 (LIFT5) in Orlando, in partnership with NeighborWorks America and Wells Fargo. The lending department also administers down-payment assistance through the Down Payment Assistance program, where CPSFL provides $5,000 5-year forgivable down-payment assistance to households earning up to 120% of the Palm Beach County Area Median Household Income (AMI).CPSFL administered the LIFT Program until 2019. LIFT1 provided $15,000 or $25,000 5-year forgivable down-payment assistance funds to qualified borrowers in those cities between July 2012 and July 2014. The LIFT1 program completed its administrative phase in July 2019. In November 2016 CPSFL entered into a similar agreement with NeighborWorks America and Wells Fargo to administer LIFT 3.0 (LIFT3) in Jacksonville. LIFT3 provided $2,500 to $7,500 3-year forgivable down-payment assistance funds to qualified borrowers in Jacksonville. The LIFT 3 program is currently in its 3-year administrative phase since January 2019. LIFT5 provides $15,000 or $17,500, 5-year forgivable down-payment assistance funds to qualified borrowers in Orlando, starting in January 2019 through October 2020. The LIFT5 program is now in its administrative phase. The LIFT Program generated nearly $3 million in revenue between 2016 and 2019. Real Estate Development and Asset Management (REDAM) CPSFL is collaborating with stakeholders to facilitate the development of new residential units, for sale or rental for households earning up to 120% of Palm Beach County Area Median Household Income. CPSFL is currently in the predevelopment stage of two projects. They include: the Celtics expansion, a 46-workforce/affordable rental housing project; the Davis Commons project and 20 for-sale townhouses in partnership with the Community Land Trust of Palm Beach County and the Treasure Cost; and the development of fifteen (15) additional, scattered sites in a joint venture with the Riviera Beach Community Development Corporation and HBR Developers, LLC. Construction on Davis Commons was delayed in 2023 and will resume in 2025. All 3 projects are still in predevelopment. Furthermore, CPSFL also has a land acquisition/construction and resale program that works toward upgrading the housing stock in disenfranchised communities. CPSFL plans to acquire and redevelop 10 housing units per year. Affordable Rental CPSFL is working to increase the inventory for affordable rental, targeting households at 120% and below of Palm Beach County area median household income which stands at $104,000 this year. In 2023, Lake Worth Beach donated a 6- unit rental apartment to CPSFL, all 2-bedroom units and rented to households at 80% to 100%. In 2024, we applied and received a low-interest, cash flow dependent SHIP loan to purchase a 10-unit rental apartment complex. The units are rented to households at 60% to 120% AMI. 7073074 84267 205647 Community Services - BRIDGES, CPSFL is the lead agency for five BRIDGES sites in Palm Beach County: in the communities of Belle Glade, Pahokee, Riviera Beach, and two sites in Lake Worth. The purpose of the BRIDGES (a community hub concept) is to coordinate with organizations and create partnerships within the community with a focus on increasing healthy births, decreasing child abuse and neglect, and increasing school readiness and third grade school success in specific geographical areas. Funded by the Children's Services Council of Palm Beach County (CSCPBC), BRIDGES are neighborhood hubs across Palm Beach County that help parents raise children to be healthy, safe, and strong. (Continued on Schedule O)BRIDGES offers parent-child activities, safety fairs, family-friendly events, parenting workshops, lending libraries, connections to local resources, community advocacy, and more. Information is provided on wellness for adults and children, and on help getting medical care for babies, pregnant women, and families with young children. CPSFL's Mentoring program offers a fun, safe, and structured opportunity for the one-on-one mentoring of children. The mentors and mentees meet weekly and participate in structured activities at school-based sites during the traditional after school hours. HPI's four mentoring programs use evidenced-based standards to guide safe and impactful mentoring relationships. Mentoring is a supervised onsite program that happens between 2:30pm to 6:30pm, Monday through Friday and Saturday 9am to 1pm at Highland, Pioneer Park and Pahokee elementary schools in addition to Lake Worth middle school. In addition to our current mentoring opportunities, "Mentees on the Move," HPI offers a STEM-focused (Science, Technology, Engineering, and Math) mentoring program made possible through the PBC STEM Learning Ecosystem hosted at the COX Science Center. Through collaboration with the COX Science Center and Aquarium and the support of generous local partners, this unique program is aimed to improve the STEM pipeline, inspire the next generation, and empower STEM professionals to positively influence our community. Preventing students from dropping out of the STEM talent pipeline is essential in meeting current and future U.S. job demands. There is still a high number of students that would like to pursue STEM careers, and this number is increasing. Youth received direct one-on-one mentoring with their adult mentors throughout the year. Youth together with their Mentors, explored and received opportunities to experience; art, games, exploration of careers, enriching field trips and sports workshops. Safe Kids is a community-based program that is dedicated to keeping all children birth to 19 years of age safe from preventable injuries. Preventable injuries are the #1 killer of all children in the U.S. As the lead organization for Safe Kids Palm Beach County, HPI offers education and resources for safety on the road, at home, and at play. Safe Kids conducted 300 community outreach educational sessions on injury mechanisms and hazards during the 2023-2024 fiscal year. Additionally, Safe Kids conducted car safety seat inspections, distributed child safety seats, bike helmets, home safety kits, and Pack n Plays to children in need throughout the county.Teen Outreach Program (TOP) is a youth development program that uses a teen club model. TOP achieves positive outcomes for youth by providing them with opportunities to learn new skills and practice them in an emotionally safe and supportive setting with caring, trained adult facilitators. The program's primary goals are to; Improve social and emotional learning, and life skills; Support development of a positive sense of self; Strengthen connections with others; Improve academic outcomes and decrease risky behavior. TOP has been implemented successfully with diverse communities and in both urban and rural environments. The program is designed to meet the needs of middle and high school teens in a variety of settings. During the 2023-2024 fiscal year, HPI enrolled students in the TOP program by hosting clubs at middle and high schools throughout the School District of Palm Beach County. During 2023-2024, TOP teens developed and completed group and individual community services projects throughout the community. Triple P and Teen Triple P provide interventions that focus on strengthening the child/caregiver day, healthy attachment, and positive parenting skills for parents of children ages birth to 17 years. Triple P helps parents raise happy and confident kids, manage misbehavior so everyone in the family enjoys life more, sets rules and routines that everyone respects and follows, encourages positive and appropriate behavior, and supports parents in building confidence in their parenting decisions. 4806151 17632 1683730 Child and Family Mental Health Services (CFMHS) - Therapy Services provides comprehensive behavioral health services for children, adolescents, adults, and their families. Counseling services focus on decreasing the impact of emotional, social, and behavioral issues related to stress, trauma, adjustment issues, or any other mental health disorder. Therapists utilize both in-person and telehealth platforms to increase client access to services and to meet each client's individualized needs. The High-Fidelity Wraparound (HFW) program provides services for children, adolescents, adults, and their families who are experiencing significant emotional difficulties. (Continued on Schedule O)HFW is a nationally recognized, structured, team-based, evidenced-based approach focusing on the internal strengths of the client/family and promotes self-advocacy. The primary goal is to link, advocate, coordinate, and monitor services that will benefit the person's mental health.School Based Programs provide mental health services to students identified by school personnel for social, emotional, and behavioral issues in partnership with the Palm Beach County School District. The Intake Department is responsible for coordination and mental health assessment for the incoming client referrals. All referrals are screened, assessed, and clients are connected to appropriate services based on their complete mental health assessments, client's needs, and client choice. The Psychiatric Services program provides psychiatric services to adults and to children and adolescents between the ages of 5 and 19. The Psychiatric program consists of two contract psychiatrists, each providing psychiatric services (psychiatric evaluations and medication management). 1141382 463 46753 Strategic Initiatives:Healthier Glades, and Healthier Lake Worth Beach are community-driven health initiatives aiming to increase health equity for individuals, to impact lasting and sustainable changes for organizations and systems related to health and well-being, to establish a learning framework to evaluate the overall impact, and to change the behavioral health outcomes for residents.Amplifying Impact is a social enterprise effort that amplifies resident voice through community engagement. Utilizing a variety of facilitative strategies, CPSFL connects system representatives to residents through guided interviews, focus groups, dialogues, action forums, conferences, and participatory processes to create positive community change that includes everyone. Working directly with local communities, Amplifying Impact efforts aim to equip residents to take action and make their voices heard on topics such as racial equity, poverty reduction, education reform, and building strong neighborhoods. In 2024, the Amplifying Impact supported the NeighborWorks Florida Collaborative Community Leadership Institute, in Orlando, Florida. The Institute gathered residents and practitioners across the state to learn about innovative practices in disaster relief, real estate development, financial sustainability, and resident engagement.AmeriCorps VISTA links high-caliber national volunteers with nonprofit programs and agencies aspiring to end poverty. Each program or agency understands that this can only be accomplished by increasing their internal capacity to sustain their efforts for years to come. AmeriCorps Members apply to 'serve' at a site for one year and to work on goals identified by the 'site'. These goals are updated annually, for a total of three years, to move their program or agency towards sustainability.The Digital Inclusion Program, an equity investment from Quantum Foundation and the Community Foundation of Palm Beach and Martin Counties, is a community-based strategy to bridge the gap in digital access. Digital Inclusion refers to the activities necessary to ensure that all individuals and communities, including the most disadvantaged, have access to and use of Information and Communication Technologies (ICTs). This includes five elements: 1) affordable, robust broadband internet service; 2) internet-enabled devices that meet the needs of the user; 3) access to digital literacy training; 4) quality technical support; and 5) applications and online content designed to enable and encourage self-sufficiency, participation and collaboration. 1141382 463 46753 15788309 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 155 0 264 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X Natalie O'Hara 5618413500 2001 W Blue Heron Blvd Riviera Beach FL 33404 Charlotte Pelton Chair 1.00 1.00 X X 0 0 0 Brian Lynott Vice Chair 0.50 0.50 X 0 0 0 Ricky Petty Sr Treasurer/Secretary 0.50 0.50 X 0 0 0 Charlyn Lowery Board Member 0.50 0.50 X 0 0 0 Cornesha Dukes-Chisholm Board Member 0.50 0.50 X 0 0 0 Yecenia Paredes Board Member 0.50 0.50 X 0 0 0 Gary Klein Board Member 0.50 0.50 X 0 0 0 Scott Hansel Board Member 0.50 0.50 X 0 0 0 Whitney Walker Board Member 1.00 0.50 X 0 0 0 Natalie O'Hara CFO 37.00 3.00 X 139153 0 3194 Jaime-Lee Bradshaw CSO 40.00 1.00 X 129113 0 12820 Kelley Powell Outgoing COO, Incoming CEO 36.50 3.50 X 193885 0 21896 Mira Zhivkova Incoming COO 40.00 1.00 X 127586 0 19238 589737 0 57148 4 0 1 0 0 10718106 3099140 1601550 13817246 Patient Fees 900099 1394546 1394546 Consulting fees and other income 900099 742826 742826 Rental Income 900099 244004 244004 Management Services 900099 65737 65737 2447113 65792 65792 289000 388296 -99296 -99296 16230855 2347817 0 65792 149866 149866 645600 542304 100067 3229 9463455 7643990 1659702 159763 188867 154608 32043 2216 643146 527694 108285 7167 741070 600465 128400 12205 11826 5431 6395 128550 38879 89671 781814 691745 83786 6283 323312 267612 5863 49837 923562 667964 247662 7936 1106217 908287 190360 7570 267550 232140 30128 5282 152942 150036 2881 25 229795 201448 28347 231628 193850 37564 214 Maintenance 246139 206326 39352 461 Other Expenses 78308 54184 11367 12757 Homeownership 54916 54347 569 Client Fees 8198 1421 6777 2497133 -2357948 -139185 16376761 15788309 445915 142537 1036617 831851 3117803 2138999 1339286 1280230 665987 683991 1478629 1408058 229090 355625 9789122 1022317 5122610 8766805 1579373 639931 2716710 2515642 17286105 18621132 739973 994633 1815094 911298 4167098 6260932 679732 769076 3259319 3206210 10661216 12142149 X 6624889 6478983 6624889 6478983 17286105 18621132 -145906 0 X X 0 1 X 1 1 1 X 15209632 17203530 12889671 12976832 12215696 70495361 15209632 17203530 12889671 12976832 12215696 70495361 70495361 38167 17727 11442 52502 65792 185630 70680991 8617695 0.99740 0.99740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1815094 4000 907796 911298 1 X 9090194 716177 8374017 461158 306140 155018 237770 237770 8766805 Utility & Security Deposits 50826 Right-of-Use Assets - Operating 2229820 Other Assets 5000 Split Interest Agreement 100000 Right-of-Use Assets - Financing 129996 2515642 Security Deposits 19375 Refundable Advances 787708 Lease Liability - Operating 2265443 Lease liability - Financing 133684 3206210 X 16273662 42807 42807 16230855 0 16230855 16419568 42807 42807 16376761 0 16376761 Part IV, Line 1b: The reported balance of cash-restricted, mortgage receivable and mortgage payable are maintained by Housing Partnership in connection with its "LIFT" program. HPI has no discretionary powers over the funds, and is to make payments as directed by the terms of the contract with NeighborWorks America for the benefit of the target population. In the acceptance of these funds, HPI recognized restricted cash, mortgages receivable and agency payable in the balance sheet of form 990. Part IV, Line 2b: HPI follows FASB ASC 958-605, not-for-profit entities, revenue recognition, to account for agency transaction funds with an unrelated entity. Part X, Line 2: HPI is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code of 1986 and have been classified as publicly supported organizations, which are not a private foundation under 509(a) of the Code. HPI did not engage in any unrelated business activities during the year ended September 30, 2024, and accordingly there is no provision for income taxes reflected in the accompanying consolidated financial statements. Part XI, Line 2d - Other Adjustments: Insurance Proceeds For Repairs 42,807. Part XII, Line 2d - Other Adjustments: Insurance Proceeds For Repairs 42,807. 1 Community Services 3007 84267 Actual Child and Family Mental Health Services 3276 17632 Actual Homeownership 766 47504 Actual Strategic Initiatives 10 463 Actual Part I, Line 2: The various programs have different guidelines depending on the funding source. There is a specific amount of grant funds that is allocated to Assistance to Individuals, and its distribution is based on determined need. X X X X 0 0 0 0 0 0 0 0 0 Kelley Powell Outgoing COO, Incoming CEO 193885 0 0 0 0 0 9708 0 12188 0 215781 0 0 0 X 1 1600000 Fair Market Value 0 0 0 Form 990, Part I, Line 1 Housing Partnership is a not-for-profit community development organization partnering with communities to change the odds for our children and families facing social, emotional and financial adversity. We do this by investing in people, places and systems so that neighborhoods and families thrive. Form 990, Part I, Line 1 Housing Partnership, doing business as Community Partners of South Florida, offers a comprehensive array of housing, community, and child and family mental health services. Community Partners of South Florida has significant capacity to make a lasting, positive impact on our children, families, and communities. Believing that impractical solutions to complex community issues require an approach that is both holistic and focused, Housing Partnership was formed in 1986 to help meet the community's need for affordable housing and to assist in neighborhood revitalization efforts. Accordingly, we offer an array of innovative and economically sustainable paths to affordable housing and community living for low to moderate income families and those with special needs. Services include assistance in obtaining and maintaining housing for first-time homeowners; neighborhood planning; community development and community organization; after-school programs in targeted areas; supportive housing for the mentally ill and individuals struggling with addictions; and family-strengthening and empowerment programs. Housing Partnership remains a chartered affiliate of the National NeighborWorks America since 1996. The Organization holds an "exemplary rating" from this prestigious, national intermediary chartered by Congress. Form 990, Part VI, Section B, line 11b Form 990 is forwarded to all members of the governing body electronically. Form 990, Part VI, Section B, line 12c The board of directors, officers and key employees are required to complete a conflict of interest certification on an annual basis. Form 990, Part VI, Section B, line 15 Officers and employees' compensation is determined and reviewed on an annual basis by the board of directors. 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 2C The audit report is reviewed by the appropriate board members as presented by the independent auditor. The process has not changed from the prior year. Page 10 Line 24a Indirect cost allocation shown on line 24a for clarity. Parent Child Center Inc 2001 West Blue Heron Blvd Riviera Beach FL 33404 591964034 Provide Family Counseling for Poverty, Trauma, Substance Abuse. FL 501(C)(3) Sch. A PT I Line 7 0 St Charles Place Manor Inc 2001 West Blue Heron Blvd Riviera Beach FL 33404 593793059 Manage a Federally-Subsidized Apartment Complex FL 501(C)(3) Sch. A PT I Line 7 0 Davis Common LLC 4938 Davis Road Lake Worth FL 33461 Land trust FL 501(C)(3) Sch. A PT I Line 7 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 St Charles Place Manor Q 31350 Management services St Charles Place Manor D 5225 Due from SCP St Charles Place Manor D 30000 Wkg. cap. due from SCP St Charles Place Manor D 124916 Advance due from SCP Davis Common LLC D 523850 Note Receivable St Charles Place Manor B 14600 Contribution Schedule R-Related Parties During 2023 and 2024, HPI entered into various transactions with related parties. Each of these parties is related through common officers and/or directors. Parent-Child Center, Inc. During the year ended September 30, 2024, there was no intercompany receivable for shared resources between HPI and PCC at year end. St. Charles Place Manor, Inc. HPI sponsored the creation of St. Charles Place Manor (St. Charles), funded through a HUD 811 grant. The HUD 811 grant required the sponsor to create a single-asset 501(c)(3) entity to administer the grant and to maintain the asset. The CEO of HPI is also the CEO of St. Charles, however its Board of Directors is different than that of HPI. HPI provided all financial, administrative, and operational services for St. Charles since its incorporation in March 2006. During the year ended September 30, 2024, St. Charles paid HPI $31,350 for management and supporting services. HPI made advances to St. Charles in the amount of $24,689 and received payments from St. Charles in the amount of $6,685. As of September 30, 2024 St Charles owed HPI approximately $130,141 in connection with these services and advances. As of September 30, 2024, St. Charles also owed HPI $30,000 as part of an advance for initial working capital, as required by the HUD 811 grant. During 2023, HPI and a third-party organization created Davis Common, LLC, a related party organization, for the purpose of managing real estate properties located in Lake Worth, Florida. During the year ended September 30, 2023, HPI sold real estate property to Davis Common, LLC for $523,850. As a result of the sale, HPI obtained a note receivable from Davis Common, LLC in the amount of $523,850. The note does not require principal or interest payments and is secured by a third mortgage on the real estate property sold to Davis Common, LLC. The note is due upon the sale of the property, once the first and second mortgages are satisfied.