Children's Home Society of Florida Copyright © 2012 Community Foundation of Central Florida General Information Nonprofit Children's Home Society of Florida Address 1485 S. Semoran Blvd. Ste. 1448 Winter Park, FL 32792 Phone (321) 397-3000 Fax (321) 397-3022 Website http://www.chsfl.org Contact Email liz.bruner@chsfl.org Year of Incorporation 1902 Organization DBA Former Names Organization's type of tax exempt status Public Supported Charity Name of supporting organization Organization received a competitive grant from the community foundation in the past five years No Statements and Search Criteria Mission Statement Embracing Children. Inspiring Lives. Impact Statement We embrace those in need … we change their lives. Foster care, domestic and international adoption Children’s Home Society of Florida recognizes the significant commitment made by foster parents and works hard to support those willing to help hurting children. Trained staff provides foster parents with mentoring, counseling, assistance, training and ongoing support. Children’s Home Society of Florida has been named an Angel in Adoptionby the Congressional Coalition for Adoption Institute, received a national Excellence in Adoptionaward for success in adoption of minority children from foster care and earned Leadership Florida’s Statewide Community Award. Last year, we finalized more than 840 adoptions, bringing the total number of “forever families” to nearly 39,000 since our inception in 1902. Preparing youth for independence Though the help of CHS, teens don’t have to face adulthood alone. Our extensive preparation programs provide youth with life skills, training, mentoring, career counseling and safe housing. Children’s Home Society of Florida, helped more than 7,000 youth this year. Breaking the cycle of abuse Our remarkable, child abuse prevention programs are dedicated to breaking the cycle of generational abuse and neglect. This past year, more than 25,000 children and families received help through these services. Healing the pain CHS helps abused children work through the pain that lasts long after the scars have healed. We strive to help these children overcome traumas they have endured and place them in a safe, nurturing environment. Additionally, Children’s Home Society of Florida provides counseling and mentoring to families facing a crisis so they learn appropriate ways to cope with their stress and anger. Over this past year, all of our programs combined helped nearly 200,000 children and family members grow stronger and build safe environments. Background Statement With strong roots in adoption, our rich history has earned us the reputation of Florida’s most reputable adoption organization … but we are so much more. While our impressive numbers are a sound barometer of our success, we gauge our progress in a more intangible way by focusing on the strong family relationships we help create, the children we help heal and the lives we change forever. The love, care and safety our organization provides to children can’t even truly be measured. As we look toward the future, we will continue to evolve to successfully protect children, to help them find hope and happiness. We will tirelessly advocate at the Capitol to protect funding for children, seek and implement best practices for our services, develop innovative programs and, most importantly, maintain the core values and mission that have been the stable foundation of our organization for more than a century. It all began in 1902 when nearly 400 homeless, neglected children arrived in Jacksonville on Orphan Trains, destined to fend for themselves. These abandoned children all had different – yet devastating – stories; some had parents who could no longer afford to care for them, others had tragically lost their parents … all shared a grim journey from home to streets far, far away. With dedication and community support, Reverend D.W. Comstock formed Children’s Home Society of Florida November 17, 1902, to provide a family and a stable home for children who had nowhere else to go. Through Children’s Home Society of Florida, these orphaned passengers found a better place and a fresh start where they would no longer to struggle to survive. Throughout the years, Children’s Home Society of Florida has continued to stand strong in our mission, values and impact. We are proud to be Florida’s largest and oldest statewide not-for-profit organization serving children and families. While still honoring our roots in adoption, our calling has grown and evolved over the past century, and we now boast a myriad of valuable programs that give children and adults opportunities that positively influence their lives. Working with struggling families, suffering children and teenagers facing adulthood alone, Children’s Home Society of Florida provides guidance, support and hope. As we work to help more children grow up safe, healthy and prepared for life, we empower individuals and families to lead meaningful, productive lives. Primary Organization Category Human Services / Children's and Youth Services Secondary Organization Category Human Services / Family Services Tertiary Organization Category Human Services / Adoption Geographic Areas Served FL CHS offers services to children and families in every Florida county. Needs Statement CHS' greatest needs are: > Prospective foster and adoptive parents to help begin the healing for children in foster care who await loving families. > Mentors for youth transitioning from foster care to adulthood, and teen and first-time mothers. > Increased support for programs that serve youth aging out of foster care. > Unrestricted funds for the development of program enhancement and innovation. > Energetic board members representing diverse communities and professions to actively participate in fundraising and advocacy. CEO Statement Nothing drives personal change more than hope and empowerment. At Children's Home Society of Florida, our goal is to expose every child, teen, parent and grandparent to options and opportunities that offer hope; to nurture, counsel and mentor them to develop the skills and fortitude to succeed in life. We can’t expect abused, neglected and abandoned children to turn their lives around and become successful adults and loving parents without caring guidance from trained professionals and devoted volunteers. Many child victims are adults and parents by the time CHS enters their lives but they, too, deserve to find hope; to learn to take control of their lives. Our strategic vision to end the tragic cycle of abuse and neglect for increasing numbers of children is a compelling extension of CHS’ rich history. Since 1902, we’ve delivered an ever-evolving array of exceptional services designed to meet emergent social needs. Early last century, CHS leaders pushed for extensive legislation to protect children and advance their educational opportunities. Today, achieving our goal to stop child abuse continues to hinge on relentless advocacy. Most struggling families face multiple issues, yet our system of aid is comprised of funding silos built around single issues such as housing, mental health, unemployment, substance abuse and domestic violence. We believe the solution is flexible funding for integrated child and family services. CHS advocacy efforts are driven by data and outcomes gathered statewide as we serve more than 86,000 children and family members each year. Our structure and size place CHS in the unique position to pilot new programs and service enhancements in one or more communities, study the results and replicate initiatives that most effectively empower our clients and foster hope for brighter futures. We welcome the support and involvement of others who wish to help us pursue our ambitious goals and fulfill our mission: Embracing Children. Inspiring Lives. Board Chair Statement Children's Home Society of Florida’s successes have been many and varied over the past 100-plus years. CHS has found “forever families” for more than 36,000 adoptive children, including 1,090 last year alone. CHS has championed ground-breaking legislation to protect and serve children. CHS has helped to reform Florida’s child welfare system, supporting privatization financially, in leadership roles, and by building capacity to serve more children. CHS has grown to serve more than 86,000 children, teens and adults each year. CHS has maintained strong fiscal health and is a diligent steward of funders’ and contributors’ resources. CHS has introduced employee programs and benefits that demonstrate deeply held concern for and appreciation of team members. These are but a handful of key accomplishments from a lengthy and meaningful record. I am proud and honored to have the opportunity to aid in the continuation of CHS’ long, rich legacy. It is my honor to work alongside visionary, dedicated volunteers and staff who are driven to affect change on behalf of children. Looking forward, we seek to further advance Florida’s and our nation’s services to children. We will advocate for flexible funding that allows us to wrap services around struggling families and hurting children. We will pursue new resources for innovative programs and service enhancements. We will recruit forward-thinking partners who share our commitment to outcomes-driven projects. Our greatest challenge is continuing to secure the enthusiastic engagement of individuals and organizations who share our passion for helping children. We seek caring volunteers, strategic leaders, tireless advocates and generous contributors to help carry forward CHS’ heroic vision. I invite others to lend their hands, hearts, influence and resources to ensure CHS is able to positively impact the lives of hundreds of thousands of precious children in the years to come. Robert M. Moser Chair Programs CHS - The Broad View CHS provides a continuum of effective, efficient services to empower children and parents to lead responsible, productive and meaningful lives. Programs and services include foster care, adoption, emergency and long-term shelter for runaways and for children who are victims or at risk of abuse, neglect or abandonment. CHS also provides child, parent and family counseling, parent education, family building, strengthening and preservation, various intervention programs for infants through teens, well baby care, access to children's mental health services, care for developmentally disabled children, and more. CHS is a founding member of the Child Welfare League of America, co-founder of the Florida CEO Round Table for Children, is accredited by the National Council on Accreditation, and licensed by the Florida Department of Children & Families. Budget Category Human Services Population Served Children and Youth (infants - 19 years.) / Young Adults (20-25 years) -- currently not in use / Adults Program Short-Term Success Each of our numerous programs is driven by specific outcomes, some of which are detailed in the program descriptions that follow. Program Long-Term Success In 2006, CHS leadership launched its new strategic plan designed to break the generational cycle of child abuse and neglect for increasing numbers of children, ensuring our youth are safe, healthy and prepared for life. We've challenged our staff to take an innovative approach to services as we seek opportunities to research and replicate evidence-based best practices. Program Success Monitored By Evaluative measures also are program-specific, as noted in the examples that follow. Examples of Program success To read a vareity of success stories, please visit www.chsfl.org/as-stories-love.php and www.chsfl.org/fsstories-love.php. You may also view our annual reports to read more inspiring testimonies, www.chsfl.org/press-room.php. Breaking the Cycle CHS is committed to break the tragic generational cycle of abuse for increasing numbers of children, to prevent youth from suffering the tragedies of abuse, neglect or abandonment. Our research- and evidencebased prevention programs reach children and families in their homes, working with expectant, first-time and struggling parents to provide education, guidance, encouragement and family resources so they learn how to appropriately raise and nurture their growing children. Our early education and care programs ensure children receive the educational, developmental and social support necessary to reach milestones, and we work with parents to ensure they understand how to help their children thrive. We also offer mentoring for youth with incarcerated parents, and we provide individual and family counseling for troubled and truant youth. Our services break the tragic generational cycle of abuse and neglect for increasing numbers of children by empowering, strengthening and preserving youth and families. Budget Category Human Services / Family-Based Services Population Served Children and Youth (infants - 19 years.) / Single Parents / Other Minorities Program Short-Term Success Each program has slightly different measures of success. In Healthy Start, the goal is that 100% of mothers enrolled in our program will receive education on reducing the risk of SIDS and Shaken Baby Syndrome, the importance of adhering to an immunization schedule, and benefits of breastfeeding. Of smokers, 80% will reduce the quantity smoked, and 75% will change habits to reduce exposure of second-hand smoke. Of children in families participating in our Healthy Families Program for at least six months, 90% will be linked to a medical provider and 90% will receive age-appropriate developmental screenings. Because many family strengthening and child abuse prevention efforts focus on developing bonds through positive activity, literacy is also an important part of our programs. While children learn to read at higher levels and perform better in school, their parents also improve literacy levels and further their education and/or careers to provide better lives for their families. Program Long-Term Success Our prevention programs use research-based methods to break the cycle of abuse and neglect for increasing numbers of children. As a result, more children will grow and thrive in loving, stable homes under the care of supportive parents. One program, Healthy Families, provides voluntary in-home services to parents with young children. Of children in families that complete the program, our goal is for 95% to be free from any findings of maltreatment during the 12 months following completion. Another program, Healthy Start, works with expectant mothers to ensure they receive prenatal care and education to safely raise their children; our goal is that 85% of pregnant women participating prenatally will give birth to a healthy baby as defined by birth weight >5.5 pounds. While families strengthen, more children remain safe at home, and fewer enter the child welfare system. As the tragic cycle of abuse continues breaking, generations of children shall experience the love and safety they deserve. Program Success Monitored By As noted, each program designed to break the cycle has its own measures of success. Some examples include: Client self-reports; pre- and post-service assessments; well-baby check-up documentations; immunization documentations; reports verifying linkage to medical providers; and home visits. Examples of Program success Lives are changed daily as a result of our efforts to break the cycle of chidl abuse and neglect. One such example is from our Healthy Start Program: As a recovering drug addict who suffered two miscarriages, Laura was terrified when she became pregnant again–terrified she’d hurt her unborn baby, terrified the stress of her pregnancy would tempt her to use again. Then she enrolled in Healthy Start, which educates, counsels and helps women through their pregnancy and first years of motherhood. Laura learned to manage stress, focus on health and release anxiety. Now she’s ready to give baby Kaitlyn the best life possible. Through Healthy Start, Laura found resources that prepared her for bringing Kaitlyn home and also found a support group for pregnant women recovering from addictions. Laura can count on her Healthy Start counselor for education and resources. But she also knows her counselor truly cares. “CHS was a big help to me, and it’s a big help to the community,” Laura says. “It changed my life.” Healing the Pain For children who’ve already suffered the pain of physical or sexual abuse, neglect, or abandonment, CHS provides safety, shelter, love, guidance and counseling to help these innocent youth work through the tragedies that brought them into our care. Many first receive help at our Child Advocacy Center as our team of medical, legal and social service professionals delicately investigates allegations of abuse and works with the victims and non-offending family members to find services to begin the healing process and to prevent such a tragedy from ever again occuring. Some children, victimized by their own parents, find safety in our emergency shelters or residential group homes, where they become part of a large lively “family” cared for and nurtured by devoted staff members; others later join loving foster families and for the first time understand the meaning of family. While the outer scars begin to heal, CHS provides therapy and support to help heal the inner scars, to help children conquer the demons that have threatened their security for too long. And for families determined to bring their children back home safely, CHS provides individualized case planning, encouragement and guidance to ensure parents can safely nurture their children; while they work through their case plans, families can visit together in our friendly, home-like Family Visitation Centers, strengthening the bond and building the trust necessary to heal the pain. Budget Category Human Services / Children & Youth Services Population Served Crime/Abuse Victims / Children and Youth (infants - 19 years.) / Adults Program Short-Term Success By protecting, sheltering and nurturing once-victimized children in secure, wholesome family environments, children and youth will be free from abuse or neglect, and parents will receive the education and guidance necessary to reunify with their children, if safe for the children. Additionally, many children rescued from harmful environments are behind in school; after coming into our care, these children receive additional scholastic help through volunteer tutors and reading programs, thus allowing the youth to catch up to their peers academically. Program Long-Term Success As with all our services, these programs to are designed to protect young victims and also to guide them on their paths toward healing. While keeping children safe, we also provide counseling and encouragement; meanwhile, for some families, we also work with parents determined to learn how to properly raise their children in stable, healthy families. As a result of our services, youth once victimized will work through the trauma that brought them into our care and either be safely reunited with their families, join loving foster and/or adoptive families, or become part of our “family” at one of our group residential homes. Through individualized care, counseling and guidance, youth have the opportunity to pursue happy, productive futures to become contributing members of society and to one day become loving, nurturing parents of their own children. Program Success Monitored By While our efforts to heal the pain have many measures of success, a primary measurement tool used is the state's re-abuse rates, which indicate whether or not a child once reported to have been abused has suffered abuse again. Examples of Program success So many young lives have been changed for the better through our efforts to heal the pain. One such example is resulted from our residential programs: Jessica’s not the person she once was. She rarely talks back, she controls her anger. Rather than skipping school, she’s a good student. And now that she’s at our residential home for girls, she has stability and guidance. Her sister, Connie, also found love, encouragement and structure to become a responsible young lady. Prior to CHS, the girls endured turbulent childhoods and unspeakable traumas. Traumas they conquer through customized care and attention at CHS. Before CHS, Jessica didn’t think about the future. Now she hopes to become a teacher and raise a family. Connie also aspires to teach, a path once unlikely. Never a reader, she reluctantly joined the group home’s book club, struggling to finish the first book. Now reading a new one each month, she looks forward to going to the library, has improved in school and dreams of a future filled with happiness. Finding a Family Sometimes the children in our care can never return home … horrific abuse or neglect, domestic violence, and/or excessive drug and alcohol use in the home prevents the safe return of children to their biological parents. When this happens, CHS works with foster and prospective adoptive families in the community to find the perfect family for each child waiting to be welcomed into a forever home. At CHS, we find parents for children, not children for parents; our trained adoption experts understand the unique needs, personalities and special challenges of every child and then appropriately match children with families eager to embrace them and ready to provide the necessary support, counseling and love they deserve. We offer continual preand post-adoption support and training for all members of the adoptive family, and we provide critical connections to community resources to ensure children continue to develop and thrive. Budget Category Human Services / Children & Youth Services Population Served Children and Youth (infants - 19 years.) / Crime/Abuse Victims / Adults Program Short-Term Success In our quest to find permanent families for children, we must also ensure the right family is matched with each child and that each family understands the adoptive process. Thus, we track prospective adoptive families that have attended an Adoption Orientation and have continued to successfully complete required MAPP training, home studies and background checks. Program Long-Term Success We work hard to ensure that children in foster care awaiting adoption will be successfully placed with an adoptive family and have their adoptions finalized; in the past two years, CHS has finalized adoptions for more than 2,000 children welcomed into their forever families. Through our intense efforts to find every child a permanent, loving forever family, we strive to reduce the number of children “aging out” of foster care each year, thus reducing the number of young adults entering independence without a family. Moreover, our goal to find adoptive families for children will also reduce the length of time children spend in the foster care system, thus increasing the likelihood of successful, permanent placements. Program Success Monitored By We measure our adoptive family recruitment efforts by collecting data regarding the interest we receive from potential adoptive parents as well as the follow through to determine how many completed the necessary steps to become adoptive parents. In measuring our success in finding families for children, we track the number of finalized adoptions. Examples of Program success DeShawn and his younger siblings, Kurt and Moesha, joined their new foster family carrying a single bag of dirty clothes. As the days progressed, their foster mother, Violet, caught glimpses of the horrors they previously endured. And each child also carried emotional scars hidden beneath protective outer shells. Kurt was angry and rebellious. He’d shuffled between foster homes before and didn’t expect this to be any different. But Violet did. She knew structure was as important as love and guidance. Eventually, Violet and her husband, Ron, adopted seven children from foster care. While their children’s initial behaviors reflected pain of their pasts, years of guidance and love nurtured new attitudes and hope. Ron and Violet conquered challenges with patience and a commitment to their family. With support and training from CHS, they opened their hearts to every dispute, overcoming obstacles with love and structure. In return, their children know they’re truly with their forever family. Preparing for Independence For teenagers in Florida's foster care system, we provide independent and transitional living services to help them prepare for independence. Many of these teens have found safety, security and guidance at one of our residential group homes in a large "family" cared for by dedicated staff who encourage their dreams. As the youth prepare to "age out" of Florida's foster care system on their 18th birthdays, CHS provides important life skills training, such as teaching teens how to budget, prepare meals, secure transportation and living arrangements, continue their education, and seek employment opportunities. Without such services, many of these teens would be homeless, drop out of school, become parents before they're ready, and/or become victims or perpetrators of crime, once again reliving the horrific cycle that brought them into the system as children. However, our services designed to prepare teens for independence and productive, successful futures effectively break this cycle, granting them the opportunities to graduate high school and pursue higher education and career training, allowing them to create the future they deserve. Budget Category Human Services / Children & Youth Services Population Served Youth/Adolescents only (14 - 19 years) / Young Adults (20-25 years) -- currently not in use / Homeless Program Short-Term Success When Florida’s foster youth turn 18, they receive a booklet of important numbers – the last two pages list the state’s homeless shelters. Through Independent and Transitional Living Programs, Florida’s 18-year-olds who age out of foster care will have an alternative to homeless shelters, couches and underpasses. As a result, more of these youth will have the opportunity to finish high school, something that may be unachievable without a safe place to live. Moreover, these programs teach teens basic life skills so they can live on their own, from finding public transportation to cooking their own meals and grocery shopping on a budget and paying the electricity bill on time. Keeping teens off the streets and in school is the first step toward changing their lives. Program Long-Term Success As our Independent and Transitional Living Programs provide teens with affordable, safe housing, fewer youth who “age out” of the foster care at 18 will be faced with homelessness; since they’ll have secure housing, more youth will stay in school to finish their high school education and then have the chance to pursue a college degree or job skills training. Through the individual support and guidance they receive, youth who may not have had the opportunity to thrive will instead gain the life and career skills and education necessary to become productive, contributing members of society and, when the time comes, stable, nurturing parents to their own children. As a result, fewer youth aging out of foster care will turn to crime, drugs and life on the streets, thus effectively breaking the cycle of abuse and neglect that brought them into the child welfare system, making our communities safer and our futures brighter. Program Success Monitored By Youth in our programs designed to prepare them for independence work closely with a case manager and a counselor, both of whom track each individual's progress and success. Examples of Program success Myisha used to wish upon a star that her mother would come back. But when she did, the years that passed made it impossible to have a mother-daughter relationship; it wasn’t long before Myisha returned to foster care. Now in high school and approaching her 18th birthday, Myisha will soon become an adult, responsible for her housing, bills and education. Thanks to our Independent and Transitional Living Programs, she knows she won’t be alone, and she knows she can create the future she’s dreamed of. “No one can imagine what it’s like to be in foster care. We’re hurting 75 percent of the times, and no one understands what we go through,” Myisha explains. So CHS is helping Myisha live for her future, providing her with an affordable apartment and continuing case management to offer support, guidance and assistance as she finishes high school and continues her education at the local community college to become a nurse, giving back to others the hope CHS has given to her. Program Comments CEO Comments While we advocate at the state and federal levels for funding reform to benefit at-risk children and their families, we continue to seek contributed income that will allow us the flexibility to provide the many services our clients need. Presently, social service funding revolves around single issues such as homelessness, mental health and substance abuse. Social workers must help their clients, who typically struggle with multiple issues, must navigate each system independently in order to access available resources for which they are eligible. We seek a more solutions-oriented approach such as a single point of access for children and families facing numerous challenges. Until we see funding reform, community support and private contributions enable us to drive more resources toward efforts to ensure children are safe, healthy and prepared for life. In our efforts to keep children safe, healthy and prepared for life, we responsibly use our resources to fund programs that break the tragic cycle of abuse and neglect for more children, heal the pain for children who've already suffered tragedies, find families for youth in need of stability and prepare teens for independence. An overview of our program budgets is below: Adoption Reuniting Families Group/Residential Home Care Emergency Shelter Permanency, Foster Care and Related services Family Visitation Runaway and Homeless youth Independent and Transitional Living Early Education and Care Early Steps Healthy child development Home based and family centered services Social Development, school based and Prevention services Mentoring Child Protection teams Mental Health and Counseling services $ $ $ $ $ $ $ $ $ $ $ $ $ 4,767,944 160,245 7,839,022 1,803,701 46,636,373 1,596,065 2,503,957 3,316,596 3,589,983 2,720,113 6,072,626 7,750,542 1,020,475 $ $ $ 1,541,297 2,910,138 9,661,640 Foundation Staff Comments Management CEO/Executive Director Mr. David A. Bundy CEO Term Start June 2000 CEO Email David.Bundy@chsfl.org CEO Experience David A. Bundy, President and Chief Executive Officer, was tapped for the top post on June 30, 2000, a pivotal time in the privatization of Florida’s child welfare services. Under Mr. Bundy's leadership, CHS played a key role in the dramatic reform of Florida’s child protection system that transferred foster care and related services to private, community-based agencies. Now, Mr. Bundy is leading a new CHS charge: to be the drivers of change in child welfare by identifying and implementing best practices proven to break the generational cycle of child abuse. Joining CHS in 1988 as Executive Director of the Central Florida Division, Mr. Bundy became COO in 1997 and served as Interim President in 2000. Prior to serving Florida’s children, Mr. Bundy was selected by thenGovernor John H. Sununu as the first-ever Director of the Division for Children and Youth Services for the State of New Hampshire. He also served as Executive Director of the City of Manchester Office of Youth Services in New Hampshire. A tireless advocate for children, Mr. Bundy helped found Florida's People - Florida's Promise, with leaders from Florida Coalition for Children, Community Based Care of Seminole, AARP and Florida TaxWatch, to help ensure funding for programs that serve vulnerable Floridians from infants to the elderly. For his advocacy efforts, Mr. Bundy was honored by Florida Coalition for Children as recipient of its 2008 Chairman’s Award for Advocacy. Mr. Bundy has served on Gov. Charlie Crist’s Transition Team as a member of the Citizen’s Review Panel for the Department of Children and Families, testified before the Department of Children and Families Task Force on Child Protection, and presented to Florida Senate Committee on Children, Families and Elder Affairs. Mr. Bundy is an active member of Florida Coalition for Children, a past chair of the Multi-agency Network for Severely Emotionally Disturbed Children (SEDNET) for District 7A, a board member for Florida TaxWatch, a graduate of Leadership Florida, and a member of myregion.org Advisory Board. For the past few years, Mr. Bundy has served as a presenter at Georgetown University duPont Executive Institute. He earned his Master’s in Counseling from the University of New Hampshire and his Master’s in Business Administration from Rollins College in Winter Park, Florida. Number of Full Time Staff 1599 Number of Part Time Staff 245 Number of Volunteers 6357 Number of Contract Staff 0 Staff Retention Rate 75 Organization has Fundraising Plan? Under Development Organization has Strategic Plan? Yes Does your organization have a Business Continuity Plan? Years Strategic Plan Considers N/A Date Strategic Plan Adopted June 2006 Management Succession Training Plan Yes Organization Policies And Procedures Yes Co-CEO Co-CEO Term Start Co-CEO Email Co-CEO Experience Former CEOs and Terms Mr. Howard Weisz - Jan 1991 to June 2000 Mr. Steve Zaricki - Jan 1987 to Dec 1990 Senior Staff James E. Patrick - Chief Operating Officer Within CHS, Jim Patrick has also held the positions of Vice President of Managed Care Services, Regional Vice President and Executive Director of the Central Florida Division. Mr. Patrick has been in the field of child welfare and mental health supervision for more than 25 years. He has experience in the for-profit, not-for-profit and public sectors. In the public sector, Mr. Patrick was the Associate Director of the Department for Children & Families in Rhode Island and for a nine-month term, was Acting Director of that statewide child welfare agency. Mr. Patrick has been active in various national efforts and currently, is a member of the steering committee of the Child Welfare League of America’s Managed Care Institute. Mr. Patrick has a B.A. Degree in Economics and an M.A. Degree in Counseling Psychology. Robert J. Wydra - Chief Financial Officer Bringing more than 17 years of not-for-profit financial experience to the position, Mr. Robert J. Wydra, Jr., CPA, was named Chief Financial Officer for CHS in July 2007. Mr. Wydra oversees statewide business and financial management, and administers budgeting, accounting, financial reporting, internal auditing, risk management and pension. Mr. Wydra's not-for-profit expertise includes accounting and taxation, fiscal policy compliance, budgeting and forecasting, treasury management, strategic management, teambuilding and mentoring. He joined CHS in 2001 as Controller, where he was instrumental in centralizing accounting and finance functions, reducing time and improving accuracy of reporting, and reducing audit fees by 25 percent. Mr. Wydra re-engineered the accounting system, procedures to reduce data reporting errors and annual system fees, implemented paperless financial reporting and led the conversion to an automated payroll system. He also led outsourced accounting services for other not-for-profits. Before joining CHS, Mr. Wydra built a $1 million book of business as a Financial Adviser at Merrill Lynch. Mr. Wydra also served as Vice President of Operations at Professional Accounting Solutions, Inc., in Rockville, Md., and Chief Financial Officer of The Conservation Fund in Arlington, Va., following service as Senior Accounting Analyst for the The Nature Conservancy where he began as AP Coordinator. Mr. Wydra earned his Bachelor of Science/Business Administration in Accounting from the University of Central Florida in 1989, his CPA designation in 1991. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Joan P. Hughes - Vice President of Administration Shelley S. Katz - Vice President of Operations Andry Sweet - Vice President of Innovation and Quality Management Lizbeth A. Bruner - Vice President of Development and Communication Tara Hormell - Executive Director, Central Florida Division Jennifer Anchors - Executive Director, Mid Florida Division Teresa Miles - Executive Director, Brevard Division Christine Davenport - Executive Director, North Coastal Division Jan Swink - Executive Director, Treasure Coast Division Kymberly Cook - Executive Director, Buckner Division Stephen Bardy - Executive Director, South Coastal Division Rebecca McGuire - Executive Director, Intercoastal and Southwest Divisions Jackie Gonzalez - Executive Director, Southeastern Division Charles McDonald - Executive Director, North Central Division William "Buster" Coleman - Executive Director, Emerald Coast Division Cynthia Blacklaw - Vice President of Operations Anthony K. Sudler - Chief Philanthropy Officer Regine Cordon - Executive Director, Intercoastal Division Tim Putman - Executive Director, Western Division Eliza McCall-Horne, Ph.D. - Executive Director, Greater Lakeland Division Management Reports to Board? Yes CEO Formal Evaluation and Frequency Yes - Annually Senior Management Formal Evaluation and Frequency Yes - Annually Non Management Formal Evaluation and Frequency Yes - Annually Collaborations Collaborative initiatives are the hallmark of CHS’ current strategic direction and include: > Trauma Recovery for Youth Center funded by Substance Abuse and Mental Health Services, with National Child Traumatic Stress Network, USF, Florida Mental Health Institute, FamiliesFirst Network, Foster Parent Assn. > Ready by 5 for foster children funded by W.K. Kellogg Foundation, with FSU Center for Prevention and Early Intervention Policy, FAU, Department of Education, UF Brain Institute, Florida Coalition for Children, Department of Children and Families. > Integration of mental health care into services for children birth to five, with FSU Harris Institute for Infant Mental Health Training. > In-home foster care diversion/family strengthening programs 1) funded by Community Based Care of Seminole with Kids House of Seminole, Human Services Associates and 2) funded by and the Jessie Ball DuPont Fund, with Department of Children and Families and Family Support Services of North Florida. Affiliations Child Welfare League - Accredited Member - 1930 National Child Traumatic Stress Network - 2008 AFP (Association of Fundraising Professionals) - 2004 Council of Accreditation of Child and Family Services, Inc. - 1982 National Association for the Education of Young Children (NAEYC) - 2007 United Way Member Agency - 1985 National Safe Place - 1989 Alliance for Children and Families - Member - 2010 External Assessments Accreditations Council on Accreditation (COA) [for Children and Family Services] - Accreditation - 1982 Charity Navigator - 2008 National Association for the Education of Young Children (NAEYC) - 3 Year Accreditation - 2007 Child Placing Agency - 1990 Awards Top 100 Companies for Working Families - Orlando Sentinel - 2009 William C. Schwartz Industry Innovation Award - Metro Orlando Economic Development Commission - 2009 FCC Dependency Case Manager of the Year - Florida Coalition for Children (FCC) - 2008 FCC Social Worker of the Year - Florida Coalition for Children (FCC) - 2008 FCC Therapist of the Year - Florida Coalition for Children (FCC) - 2008 FCC Volunteer of the Year - Florida Coalition for Children (FCC) - 2008 FCC Chairman's Award -- Advocate of the Year - Florida Coalition for Children (FCC) - 2008 FCC Ann Bowden Child Advocate Award - Florida Coalition for Children (FCC) - 2008 Top 25 Companies to Work for in PR - PR News - 2009 FCC Chairman's Award -- Advocate of the Year - Florida Coalition for Children (FCC) - 2009 Healthy Families Program of the Year - Healthy Families Florida - 2009 Healthy Families Family Assessment Worker of the Year - Healthy Families Florida - 2009 Top 100 Companies for Working Families - Orlando Sentinel - 2010 Top 100 Companies for Working Families - Orlando Sentinel - 2011 Statewide Community Award - Leadership Florida - 2010 Angel in Adoption - Congressional Coalition on Adoption Institute - 2010 FCC Chairman's Award - Advocate of the Year - Florida Coalition for Children - 2009 Adoption Excellence Award: Adoption of Minority Children from Foster Care - United States Department of Health and Human Services - 2010 Healthiest Employeers - Orlando Business Journal - 2011 Government Licenses Child Care/Services Education Mental Health Care/Facilities Nondiscrimination Policy Plan Yes Whistle Blower Policy Plan Yes Document Destruction Policy Plan Yes Directors and Officers Insurance Policy Yes CEO Comments Our 15 divisons are under the local direction of skilled, seasoned Executive Directors who are responsible for the successful delivery of high quality programs in their communities. Our executive team strives to build strong partnerships with other local entities and develop relationships with local elected officials, legislative and congressional delegations. Each manages dedicated staff and works closely with volunteers and community-based board members committed to our mission and vision. For local contact and management information, including Division Executive Directors and Development Staff, please visit the webpage of the division serving your county: Central Florida Division (Orange, Osceola, Seminole Counties): http://www.chsfl.org/Locations/CentralFlorida.aspx Mid-Florida Division (Lake County): http://www.chsfl.org/Locations/Mid-Florida.aspx Brevard Division (Brevard County): http://www.chsfl.org/Locations/Brevard.aspx North Coastal Division (Volusia County): http://www.chsfl.org/Locations/North-Coastal.aspx Greater Lakeland (Polk County): http://www.chsfl.org/Locations/Greater-Lakeland Local contact and management information for CHS Divisions serving other areas of the state may be found by visiting http://www.chsfl.org/Locations. In addition to the above affiliations, CHS is proud to have solid affiliations with Children's Home Society of America, National Crittenden Foundation and Florida Coalition for Children. Foundation Staff Comments Governance Board Chair Ms. Vicki L. Weber Board Chair Company Affiliation Hopping Green & Sams Board Chair Term June 2010 to June 2012 Board Chair Email vweber@hgslaw.cm Board Members Richard B. Adams, Jr. - Adams & Adams Law Firm - Voting Samuel P. Bell, III - Pennington, Moore, Wilkinson, Bell - Voting Dr. Jacqueline Chang - The Chang Group - Voting Charles L. Cromer - Charles L. Cromer, CPA, PA - Voting Dan DiGiacomo - CAPTRUST Financial Advisors - Voting Jeffrey S. Gordon - Syniverse Technologies - Voting Michele M. Greene - State Farm Insurance - Voting R. Kent Guinn - Guinn Shields and Company - Voting Frank Gulisano - Summit Realty - Voting Eric Jackson - Jones Lang LaSalle - Voting Dr. Ed. H. Moore - Independent Colleges and University of Florida - Voting Robert M. Moser - Laird Norton Tyee - Voting Larisa F. Perry - Wells Fargo/ Wachovia - Voting Sean Pittman, Esq. - Pittman Law Group - Voting William D. Preston - William Preston, PA - Voting Cindy Pullen - Retired, Xerox Corporation - Voting Marty Rubin - Smart City - Voting Valerie Seidel - The Balmoral Group - Voting Victoria L. Weber - Hopping Green, & Sams - Voting Board Demographics Ethnicity: African American/Black: 2 Asian American/Pacific Islander: 0 Caucasian: 16 Hispanic/Latino: 0 Native American/American Indian: 0 Other: 1 Other (if specified): Gender: Female: 6 Male: 13 Unspecified: 0 Board Term Lengths 3 Board Term Limits 3 Board Meeting Attendance 73 Written Board Selection Criteria Yes Written Conflict Of Interest Policy Yes Percentage of Monetary Contributions 90 Percentage of In-Kind Contributions 47 Constituency Includes Client Representation Yes Board Co-Chair Mr. Marty Rubin Board Co-Chair Company Affiliation Smart City Board Co-Chair Term June 2010 to June 2012 Number of Full Board Meetings Annually 4 Constituent Board Members Risk Management Provisions Foster Home Liability Day Care Center/Nursery School Accident and Injury Coverage Automobile Insurance Automobile Insurance and Umbrella or Excess Insurance Builders Risk Business Income Commercial General Insurance Commercial General Liability Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional Commercial General Liability and Medical Malpractice Computer Equipment and Software Crime Coverage Directors and Officers Policy Disability Insurance Educators Errors and Omission Liability Employee Benefits Liability Employee Dishonesty Employment Practices Liability Fiduciary Liability Flood General Property Coverage General Property Coverage and Professional Liability Improper Sexual Conduct/Sexual Abuse Inland Marine and Mobile Equipment Internet Liability Insurance Liquor Liability Medical Malpractice Professional Liability Property in Transit and Off Premises Public Benefit Guaranty Corporation Risk Management Provisions Special Event Liability Umbrella or Excess Insurance Workers Compensation and Employers' Liability Workplace Violence Life Insurance Standing Committees Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Audit Board Governance Finance Legislative Executive Strategic Planning / Strategic Direction Additional Board/s Members and Affiliations Bob Berryhill - Central Florida Division Jeffrey S. Condello - Central Florida Division Kari Conley - Central Florida Division Keith A. Davis - Central Florida Division Marcia Davis - Central Florida Division Shelly Driggers - Central Florida Division Frederic Guitton - Central Florida Division Bruce Holmes - Central Florida Division Mary Hurley - Central Florida Division Scot M. LaFerte - Central Florida Division Rob Matschner - Moore, Stephens & Lovelace, P.A. Paul Moses, II Carolyn Pascal-Guarino - Central Florida Division Cristin Petroski - Central Florida Division Valerie Seidel Jeffrey D. Sharon - Central Florida Division CEO/Executive Director Comments As a statewide organization, Children's Home Society of Florida (CHS) is governed by our State Board of Directors. Members of this fiduciary board continually ensure adherence to our strategic plan and assess business opportunities. The above-noted Strategic Planning Committee also is charged with risk management and the Finance Committee oversees CHS real estate. Each of our 15 divisions across the state has its own fundraising and advocacy board, responsible for planning and implementing fund development activities, engaging in advocacy efforts, and helping to spread awareness of the services, needs and impact of CHS in the local community. All members of each CHS board are volunteers, and each one is critical to our success in protecting children and strengthening families. For more information, including company affiliations, on our local boards serving the seven-county Central Florida region, please visit the following pages: Central Florida Division (Orange, Osceola and Seminole Counties): http://www.chsfl.org/Locations/CentralFlorida/Board-of-Directors.aspx Brevard Division (Brevard County): http://www.chsfl.org/Locations/Brevard/Division-Board.aspx Greater Lakeland Division (Polk County): Currently recruiting and building the local board Mid-Florida Division (Lake County): http://www.chsfl.org/Locations/Mid-Florida/Volunteers-and-Interns.aspx North Coastal Division (Volusia County): http://www.chsfl.org/Locations/North-Coastal/Board-ofDirectors.aspx To view local division board lists from other areas of Florida, please visit http://www.chsfl.org/Locationsand scroll to view options. Financials Fiscal Year 2012 Projected Revenue $110,464,502 Projected Expenses $109,776,058 Prior Three Years Total Revenue and Expense Totals Chart Fiscal Year 2010 2009 2008 Total Revenue $104,319,533 $104,592,009 $115,075,291 Total Expenses $103,503,206 $105,390,119 $112,048,450 2009 2008 Prior Three Years Total Revenue Sources Chart Fiscal Year 2010 Foundation and Corporation Contributions $0 $0 $0 Government Contributions $86,258,070 $87,028,402 $92,234,966 -- Federal $0 $0 $0 -- State $0 $0 $0 -- Local $0 $0 $0 -- Unspecified $86,258,070 $87,028,402 $92,234,966 Individual Contributions $3,769,463 $3,998,818 $8,584,375 Indirect Public Support $2,022,453 $2,324,978 $2,540,851 Earned Revenue $8,455,520 $7,189,187 $7,662,711 Investment Income, Net of Losses $15,297 $218,667 $331,989 Membership Dues $0 $0 $0 Special Events $1,201,795 $1,058,240 $1,141,832 Revenue In-Kind $2,196,944 $2,928,930 $2,259,280 Other $553,854 $455,231 $585,244 Prior Three Years Expense Allocations Chart Expense By Type Fiscal Year 2010 2009 2008 Program Expense $88,533,825 $89,253,637 $93,316,164 Administration Expense $11,001,877 $11,710,854 $14,728,938 Fundraising Expense $3,967,504 $4,425,628 $4,003,348 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses 1.01 0.99 1.03 Program Expense/Total Expenses 86% 85% 83% Fundraising Expense/Contributed Revenue 4% 5% 4% Prior Three Years Assets and Liabilities Chart Assets and Liabilities Fiscal Year 2010 2009 2008 Total Assets $85,067,431 $82,918,430 $74,664,979 Current Assets $27,744,995 $34,027,360 $36,435,465 Long-Term Liabilities $17,230,014 $19,357,934 $19,958,384 Current Liabilities $26,700,215 $22,479,847 $20,663,984 Total Net Assets $41,137,202 $41,080,649 $34,042,611 2010 2009 2008 1.04 1.51 1.76 2010 2009 2008 Long-term 20% Liabilities/Total Assets 23% 27% Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Prior Three Years Top Three Funding Sources Top Three Funding Sources Fiscal Year 2010 2009 2008 Top Funding Source and Dollar Amount Government $86,258,070 Government $87,028,402 Government $92,234,966 Second Highest Funding Source and Dollar Amount Earned Revenue $8,455,520 Earned Revenue $7,189,187 Individuals, Foundations, Corporations $8,584,375 Third Highest Funding Source and Dollar Amount Individuals, Foundations, Corporations $3,769,463 Individuals, Foundations, Corporations $3,998,818 Earned Income $7,662,711 Endowment Value $7,739,367 Spending Policy Income Only Are you currently in Capital Campaign? No Capital Campaign Purpose Campaign Goal - Capital Campaign Dates Capital Campaign Raised-to-Date Date Capital Campaign Raised-to-Date Amount Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitations Permit Yes Expires Dec 2011 State Registration Yes CEO Compensation $100,001 - $125,000 CEO Comments Financial information reflects CHS' statewide data, budgets and projections. Because of the economic environment, CHS incurred significant market losses in our pension plan and interest rate swap. Also as a result of the recession, we faced a decrease in contributions. However, responsible, strategic management and fiduciary practices have led to CHS maintaining a positive financial position. While CHS does not have an endowment at the Community Foundation of Central Florida, we do have endowments valued at $11.6 million at the Children's Home Society of Florida Foundation, a separate 501(c)(3) created to manage assets and endowments to ensure CHS' long-term vitality. Fulfilling donor intent is paramount, resulting in investment revenue that benefits the local divisions on a monthly basis and specific programs per fund instructions. The Foundation's spending allocation is 1.5% of the average market value for the 36 months prior to and including December 31 for all funds except specific-purpose funds. Foundation Staff Comments • Financial figures taken from 990s. 990s and audits are reconciled. • Contributions from foundations and corporations are included with total for individuals, as they were not separated in the 990s. • In-kind contribution revenue includes donated goods and services as reported on the IRS form 990. • Endowment is not held at the Community Foundation of Central Florida. Disaster Programs Is your organization a member of Voluntary Organizations Active in Disaster (VOAD)? Program Name Program Description Budget Category Population Served Program Previous Experience Resources and/or services offered in disaster Prepared 01.24.2012
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