annual report - Broward Housing Solutions
Transcription
annual report - Broward Housing Solutions
FISCAL YEAR 2004 2005 A N N UA L REPORT HOUSING OPPORTUNITIES FOR BROWARD’S MENTAL HEALTH COMMUNITY OUR MISSION The mission of Broward Housing Solutions is to provide affordable housing opportunities to low income persons with mental illness throughout Broward County. THANK YOU M any thanks to the mental health consumers who reside in Broward Housing Solutions’ properties for allowing us to photograph them and use their photos in this publication and others. Photos were taken by David Decoteau, Downtown Photo. FROM THE BOARD CHAIR AND PRESIDENT/CEO B roward Housing Solutions continues to find solutions for the mental health community of Broward County. This year has been an exciting one, characterized by transformation and change, development and redevelopment and growth and expansion. Our transformation began as our Board decided to rename our organization. Broward County Community Development Corporation, Inc., became Broward Housing Solutions to better reflect our mission of providing affordable housing opportunities to low income mental health consumers. After the new name was adopted, the change continued as we created a new logo and tagline, “Housing Opportunities for Broward’s Mental Health Community.” The logo and tagline further clarify what we do and how we make a difference in this community. To create a clear, consistent image, we developed a new stationery package, collateral and display materials and launched a public relations campaign to generate awareness of our organization. The community now has a much better understanding of our mission and the solutions we bring to mental health consumers. This awareness provides a strong foundation for a more effective fund raising effort so that ultimately we may serve even more mental health consumers. The need is so great. As we’ve fine tuned our image, we’ve expanded the number of properties to 19, the number of units to 83, and the number of tenants to over 140. We’ve also expanded our programs with the addition of the Lease to Buy Solutions program, to help mental health consumers become homeowners, and Housing Solutions for Young Adults, serving young adults who have aged out of the foster care system. And there’s still so much more to do! With regard to development and redevelopment, we completed our largest housing development ever with the opening of Clusters 6, a $1.3 million, two-story, 11-unit complex in Coral Springs. We also received 100 percent funding for the new construction of a triplex to serve foster youth who have aged out of the system, also in Coral Springs. Plus, we began major renovations of the 16 apartments in Clusters 9 and 10 in Fort Lauderdale. We’ve been busy! We look to the future to grow even more significantly to have an even greater impact in Broward County. We can accomplish such wonderful results because of the support of the community — support that has been so generously given by so many governmental agencies, municipalities, foundations, corporations and individual donors. We thank each entity and person who has stepped up to make a difference in the lives of Broward’s mental health consumers. You have helped us be part of the solution. We appreciate your support. Sincerely, John J. Macchia Nancy L. Merolla John J. Macchia Chair of the Board Nancy L. Merolla President and CEO 1 BROWARD HOUSING SOLUTIONS’ SUCCESS TIMELINE October 2004 The opening of the Clusters 6 celebrated collaboration and community support. Pictured is Barbara Capeletti, Carol Molnar, John Macchia and Phillips Gay with Nancy Merolla and Coral Springs’ Mayor Rhon-Ernest-Jones. August 2004 Broward Housing Solutions completes construction of its largest housing development ever with the opening of Clusters 6, a $1.3 million, two-story, 11unit complex in Coral Springs. The new development, complete with laundry facilities and outdoor community areas, is located one block north of Sample Road on Northwest 35 St. The beautifully landscaped complex features seven one-bedroom, one-bath apartments and four two-bedroom, two-bath apartments. September 2004 Broward Housing Solutions adopts a new strategic plan with goals and objectives designed to support its mission of providing affordable housing opportunities to the mental health community. 2 Broward Housing Solutions launches “Housing Solutions for Young Adults” to provide housing for young adults recovering from mental illness. One specific population targeted is young adults who have “aged out” of the foster care system and have mental health issues. SOS Children’s Village and Henderson Mental Health Center collaborate to develop the program for upcoming properties to open in FY 05/06. December 2004 Nancy Merolla, Broward Housing Solutions’ President/ CEO (left), with Eli Lilly and Company’s Jo Taylor. Broward County Community Development Corp., Inc., officially takes on the d/b/a name, Broward Housing Solutions, to better reflect the mission of the organization. A new tagline, “Housing Opportunities for Broward’s Mental Health Community” also is selected. Along with the name and tagline, a complete set of marketing materials are developed. January 2005 November 2004 Washington Mutual donates $30,000 to Broward Housing Solutions to augment its work in providing long-term affordable housing to the mental health community. “Broward Housing Solutions is one key partner for Washington Mutual that is helping us make a lasting and meaningful impact in our South Florida communities,” said Claire F. Raley, First Vice President and Senior Community Development Officer at Washington Mutual. Pharmaceutical giant Eli Lilly and Company awards Nancy Merolla, Broward Housing Solutions’ President/CEO, with the prestigious national “Helping Move Lives Forward Reintegration Award.” Eli Lilly chose Merolla because of her tireless efforts on behalf of those with mental health challenges. Former Board Member Carol Molnar receives a check from Washington Mutual’s Claire Raley. 3 May 2005 Broward Housing Solutions’ baseball-themed “Angels in the Outfield” annual fund raising event brought in nearly $100,000, the most ever. The event honored Janice Anastasato of 9Muses Art Center, Mary Riedel of the SunSentinel, City of Coral Springs Mayor Rhon Ernest-Jones, and Broward County Commissioner John Rodstrom. Barbara Capeletti and Carol Molnar chaired the successful event, and Local 10 News Sports Anchor John Henry Smith served as the emcee for the evening. February 2005 Broward Housing Solutions launches a new website designed to showcase its programs, services and the consumers it serves. The website is a key element of Broward Housing Solutions’ marketing and fund raising programs. Photos on the website and used throughout the marketing materials feature Broward Housing Solutions’ residents. March 2005 4 Broward Housing Solutions’ revitalized “Lease to Buy Solutions” enabled the first mental health consumer in 2005 to purchase a home. “Lease to Buy Solutions,” makes it possible for tenants to lease affordable rental housing from Broward Housing Solutions and then purchase the property. The program matches qualified borrowers with properties within their price ranges and allows for down payment assistance, closing costs and renovation funds toward homeownership. June 2005 Nancy Merolla (center) with Maria Soldani (left) from Holy Cross and Gale Butler (right) from Maroone, an AutoNation Company. Nancy Merolla, President and CEO of Broward Housing Solutions, received a “Women of Distinction” award from the March of Dimes of Broward County. She won the award for all of her efforts in the community, particularly for her work on helping mental health consumers find safe, affordable housing. May 2005 Broward Housing Solutions was awarded $269,137 from Broward County and $54,224 from the City of Coral Springs to develop Woodside Gardens, a Coral Springs property for young adults coming out of the foster care system. SOS Children’s Village will provide life coaching services for these young adults. Broward Housing Solutions’ Board Chair John Macchia reviews the plans for Woodside Gardens with Coral Springs Mayor Rhon Ernest-Jones. 5 PROVIDING SOLUTIONS...RENTAL HOUSING PROGRAM B roward Housing Solutions offers permanent supportive housing to mental health consumers through its Rental Housing Program to allow clients to live independently throughout Broward County. What’s “permanent supportive” housing? It’s a place where residents live independently, where they never have to leave as long as they follow the lease guidelines, where they never have to pay more than 30 percent of their gross monthly income for rent. In short, it’s a home. It’s a place where mental health consumers can put down permanent roots and reintegrate into communities and contribute to society. These apartment and townhouse units are located across Broward County and are accessible to public transportation, shopping, employment opportunities and services. Based on the tenant’s housing needs, one, two and three bedroom properties are available in various cities. Affordability is maintained through rental subsidies up to the allowable rent which are supplemented through Rental Subsidy Program grants. Since affordable housing is often out of the mental health consumer’s reach, Broward Housing Solutions’ Rental Housing Program provides a sound solution to this pressing problem. PROVIDING SOLUTIONS...HOUSING SOLUTIONS FOR YOUNG ADULTS Solutions for Young Adults” provides housing for “H ousing young adults who are recovering from mental illness. With partnerships with SOS Children’s Village and Henderson Mental Health Center, this program provides housing for young adults, particularly those who have aged out of the foster care system. These partnerships are the next step in a continuum of care for these young adults who have faced rough childhoods with limited options. This innovative program is one example of how Broward Housing Solutions’ leadership see a need in the mental health community and work to find a solution. Woodside Gardens in Coral Springs and Wilson Gardens in Hollywood are two Broward Housing Solutions’ developments specifically designated for young adults. The organization looks to make a difference. . . one person at a time. 6 PROVIDING SOLUTIONS...LEASE TO BUY SOLUTIONS B roward Housing Solutions offers a lease option purchase program called “Lease to Buy Solutions” for low to moderate income residents with mental illness. This housing program enables tenants to lease affordable rental housing from Broward Housing Solutions for up to two years and then qualify for a mortgage and become a homeowner. Through the assistance of local government and financial institutions, interest rates and prequalification guidelines assist mental health consumers in owning a home of their own. This program matches qualified borrowers with properties within their price ranges. Broward Housing Solutions raises funds throughout the community to assist residents with down payment assistance and closing costs so they can have a place to call home. PROVIDING SOLUTIONS...HOUSING SUBSIDY PROGRAM M any mental health consumers working their way through the recovery process need assistance in paying their housing expenses. By attaining housing stability with the help of Broward Housing Solutions, they’re able to focus on becoming more stable and getting well. Broward Housing Solutions administers a Rental Subsidy Program that assists with housing expenses on several levels: • Emergency Assistance is provided to mental health consumers who experience a sudden change in their life situation necessitating rental assistance; • Temporary Assistance is offered for up to four months to individuals who are diligently moving toward financially sustaining themselves without subsidy assistance; and • Long Term Assistance supports mental health consumers who are Broward Housing Solutions’ tenants for an indefinite period. This help is available to those who can’t support themselves because of their illness or an educational pursuit. Broward Housing Solutions’ Housing Subsidy Program is a partnership of Florida Department of Children and Families (DCF) Substance Abuse Mental Health Program Office and Broward County Human Services Department. This program helps provide a foundation that enables mental health consumers to focus on becoming and staying well instead of worrying about potentially losing their housing. 7 PROVIDING SOLUTIONS...CHANGING LIVES “Much of the prognosis of people with serious mental illness is influenced by social factors such as the ability to have a safe, affordable place to call home.” Dr. Stacey Lambert, Vice Chair of the Broward Housing Solutions’ Board of Directors and a clinical psychologist who specializes in the treatment of people with serious psychiatric disabilities. FROM CRISIS TO HOMEOWNERSHIP Karen with Lisa Hoffmeyer, Broward Housing Solutions’ Project Development Director. O n the outside, by all accounts, Karen was a success. She was a successful broadcast journalist. She went back to school to earn a graduate degree in communications. She received her master’s and became a professor. She taught college classes in communications. On the inside, however, Karen was suffering. She had been diagnosed with post natal psychosis and began having severe mood swings and dissassociative disorder. This disease ran rampant in her family. Her sister had it. Her son had it. Both committed suicide. Her husband suffered from depression. He also committed suicide. In spite of emotional trauma and mental health issues, Karen worked to become stabilized and pursue steady employment. She now actively advocates on behalf of the mentally ill, particularly those who end up disowned or on the streets. And, thanks to Broward Housing Solutions, Karen now owns a home through its Lease to Buy Solutions program. “I’m blessed with the opportunity to own a home,” she said. [ “I’m blessed with the opportunity to own a home.” Karen, Broward Housing Solutions’ first Lease to Buy Solutions client since the program was reinstituted. Lisa Hoffmeyer, Broward Housing Solutions’ Project Development Director, helped Karen establish credit and offered advice and counsel on working with the Office of Housing Finance, which provides funds that help with down payment assistance. Ultimately, Karen received $35,000 in SHIP funds toward down payment assistance from the Office of Housing Finance and secured a below market interest rate mortgage through BankUnited. ] Hoffmeyer noted that Karen was able to go right into homeownership. Other mental health consumers lease a unit first to demonstrate financial capacity and independent skills and work their way into purchasing a home. “It’s a privilege to help people like Karen attain homeownership,” added Nancy Merolla, President/CEO of Broward Housing Solutions. “Karen has suffered so much and has demonstrated unbelievable perseverance and courage. Broward Housing Solutions is very pleased to help her truly find ‘home.’” 8 COMING HOME AFTER HOMELESSNESS T erri is a single mother who overcame crisis after crisis. First, in 1997, her back was broken after being hit by a drunk driver who left the scene of the accident. The policeman told her she was lucky to be alive. The doctors said she was lucky to be walking. [ After two years of recovery and living off savings, Terri had another car accident. She partially lost the use of her arm. After this second accident, she fell into a profound depression and was diagnosed as bi-polar with severe depression. She was classified as 100 percent disabled and would never work again. Terri ran out of money. In 2004, she lived on the streets for three days before she moved into a homeless shelter, where she lived for 9 months saving money and reestablishing credit. At that point, her name came up on the waiting list for a Broward Housing Solutions’ apartment. Terri is thrilled to be “home” again. Now Terri volunteers at the homeless shelter. She says, “If you look at me now, you’d hardly believe I was ever homeless.” “If I didn’t have my apartment today, I’d either be dead or on the street. “I’m very grateful for what I have today.” Katherine, a Broward Housing Solutions’ resident who is working to overcome schizophrenia ] HOUSING HELPS GIVE ‘VINEY’ A STABLE LIFE V iney was a normal kid. He, his parents, six sisters and two brothers moved to New York from Haiti when Viney was 12. Although his parents worked hard to support their large family, Viney and his family were very close. Viney is “empowered” by living in a Broward Housing Solutions’ apartment. He made friends and had a supportive family. He learned English quickly. He made A’s in school. And by the time he reached the 9th grade, he was a popular honors student. As he progressed through high school, things started to go terribly wrong. He began losing interest in activities he once enjoyed. He didn’t want to go to school. He wouldn’t to talk to anyone. He couldn’t get out of bed. He felt worthless and negative. His grades slipped. He quit school. At 19, an explosive crisis landed Viney in a psychiatric hospital. There, he was diagnosed with clinical depression. Over the next ten years, Viney suffered through an ongoing cycle of depression, with multiple hospitalizations, bouts of homelessness and trying many types of medications. Viney said he realized that he was “really sick” and decided to find meds that kept his depression under control and determined to take them consistently to stay stable. With his illness stabilized, Viney got off the streets and found housing at Broward Housing Solutions. This gave him a stable foundation to complete technical school and land a good job. “With the help of Broward Housing Solutions, I hope to own a home one day, stay focused and stay on my meds,” he said. “They really empowered me and made my life so much calmer. I don’t have to be struggling all the time.” 9 BY THE NUMBERS $26,732 given in rental subsidies to mental health consumers living within the community Rosita Jhoeller, Jim Fried and Barbara Capelleti, Broward Housing Solutions’ Board Members $90,030 $712,000 in government grants received in 2004/2005 fiscal year 145 raised from “Angels in the Outfield” event, double last year’s total TOTAL PUBLIC SUPPORT AND REVENUE $1,346,253 received in total public support and revenue 19 properties have been built or acquired and renovated since Broward Housing Solutions’ inception mental health consumers live in Broward Housing Solutions’ apartments or town homes 86 * percentages are approximate values 10 rental units house Broward Housing Solutions’ tenants FINANCIAL SUMMARY STATEMENT OF FINANCIAL POSITION JUNE 30, 2005 TEMPORARILY UNRESTRICTED PERMANENTLY RESTRICTED Cash Grants and contracts receivable Other receivables Prepaid expenses Property and equipment, net Other assets $199,271 112,522 1,339 82,485 423,577 2,414 $— — — — 4,530,018 — $— — — — 762,363 — $199,271 112,522 1,339 82,485 5,715,958 2,414 TOTAL ASSETS $821,608 $4,530,018 $762,363 $6,113,989 LIABILITIES: Accounts payable and accrued expenses Mortgages and notes payable Security deposits payable $49,017 103,517 53,111 $— 2,643,859 — $— — — $49,017 2,747,376 53,111 TOTAL LIABILITIES NET ASSETS 205,645 615,963 2,643,859 1,886,159 — 762,363 2,849,504 3,264,485 TOTAL LIABILITIES AND NET ASSETS $821,608 $4,530,018 $762,363 $6,113,989 ASSETS RESTRICTED TOTAL LIABILITIES AND NET ASSETS STATEMENT OF ACTIVITIES SUPPORT & REVENUE JUNE 30, 2005 TEMPORARILY UNRESTRICTED PERMANENTLY RESTRICTED $— — 39,135 293,810 1,745 90,203 8,378 792,982 $712,002 80,980 — — — — — (792,982) $— — 120,000 — — — — — $712,002 80,980 159,135 293,810 1,745 90,203 8,378 — TOTAL PUBLIC SUPPORT & REVENUE $1,226,253 — $120,000 $1,346,253 $934,258 $— $— $934,258 137,573 109,289 — — — — 137,573 109,289 $1,181,120 $— $— $1,181,120 INCREASE IN NET ASSETS BEFORE DEBT FORGIVENESS DEBT FORGIVENESS $45,133 $— $120,000 $165,133 46,971 — — 46,971 INCREASE IN NET ASSETS $92,104 $— $120,000 $212,104 INTERFUND TRANSFERS ($27,909) $22,909 $5,000 $— CHANGE IN NET ASSETS NET ASSETS-JULY 1, 2004 $64,195 551,768 $22,909 1,863,250 $125,000 637,363 $212,104 3,052,381 $615,963 $1,886,159 $762,363 $3,264,485 Government grants United Way and other grants Contributed services and materials Residential rents Interest income Special event Other Net assets released from restrictions Satisfaction of program restrictions RESTRICTED TOTAL EXPENSES Program Services - Housing program Supporting Services: Management and general Fund Raising TOTAL EXPENSES NET ASSETS- JUNE 30, 2005 11 THANK YOU, OUR GENEROUS DONORS BUSINESSES/CORPORATIONS Andreu Construction, Inc. BankUnited Branch Banking & Trust Co. (BB&T) Cindy Schutt PR City Furniture CommerceBank Coral-Tech Associates, Inc. Eli Lilly & Company Fund Raising Advantage GetComputerHelp.com Gustavo Carbonell, PA Office Depot Washington Mutual YagTV, Inc. “Angels” Co-Chairs Barbara Capeletti and Carol Molnar with emcee John Henry from Local 10 News. GOVERNMENT/MUNICIPALITIES Broward County Board of County Commissioners Broward County Health Department Broward County Public Schools City of Coral Springs Florida Department of Children & Families Housing Finance Authority of Broward County FOUNDATIONS BankAtlantic Foundation Community Foundation of Broward Coral Springs Community Chest Leadership Broward Foundation, Inc. 12 Broward Housing Solutions’ President/CEO Nancy Merolla, Local 10’s John Henry, Cindy Schutt ORGANIZATIONS BEACON United Way of Broward County INDIVIDUALS Mr. Barry Ackerman Ms. Janice Anastasato Ms. Sandra Brittain Mr. and Mrs. Joseph Capeletti Mr. and Mrs. Brian Coffsky Ms. Patricia Denihan Mr. Gary Fine Ms. Lori Ann Gionti Mr. and Mrs. Michael Goldberg Mr. W.C. Greer Ms. Rosita Jhoelloer Ms. Drindy Keller Ms. Marylou Kirwin Mr. William J. Klineman Mr. Peter LaBombarde Mr. John Macchia Ms. Gail S. Meltzer Ms. Terry Moore Ms. Patricia Rosen Mr. Andrew Rosenberg Ms. Margie Tice Ms. Lynne Weiner Memoral Healthcare System’s Tim Curtin, BankAtlantic’s Marcia Barry-Smith Senator Skip Campbell, Larry Davis Community leader Silvia Flores, Arlene Pecora from Signature Grand, “Angels” honoree Mary Riedel from Sun-Sentinel 13 ANGELS IN THE OUTFIELD ANNUAL FUND RAISING EVENT SUPPORTERS WORLD SERIES CHAMPS Coral Springs City Commissioners with guests Comerica Bank Eli Lilly and Company Maroone, an AutoNation company Sun-Sentinel Washington Mutual ALL STARS BankAtlantic Foundation Memorial Healthcare System CONFERENCE CHAMPS City National Bank of Florida Gibraltar Bank Nova Southeastern University Wachovia Bank MVPs Atlantic Shores Healthcare, Inc. CommerceBank Community Bank of Broward Damiani & Weissman, PA Florida Career College Publix Super Market Charities SEASON TICKET HOLDERS Coral Springs Commissioner Roy Gold and City Manager Michael Levinson with honoree Mayor Rhon Ernest Jones Bank of America Commercial Bank of Florida Holy Cross Hospital North Broward Hospital District Kay Riordan — State Farm Insurance SuRealty Title, Inc. BATTER’S UP Andrue Construction, Inc. Sandy Brittain — Prudential Florida 1st Realty Scott J. Brook, P.A. Clobus, McLemore & Duke, Inc. Lambert Advisory Kurt Merolla Yacht & Boat Surveyor NAMI Broward County Pinnacle Housing Group HOME RUN HITTERS Andrea Geroux Aspen Luxury Motors Atlas Embroidery Baltimore Orioles Barb & Joe Capeletti 14 HOME RUN HITTERS — continued Ben & Bob’s Benihana Beverly Hills Café Bill’s Air Conditioning, Inc. Bonnet House Boomers of Dania Beach Broward Sheriff ’s Office Butterfly World Calder Race Course Carol Molnar Carolina Club Chuck’s Steak House Cindy Schutt PR City Theatre Classical Pilates Studio COIT Coral Springs Marriott Hotel Coral-Tech Associates, Inc. Creolina’s Dan Marino’s David Freedman Dazzles Development Associates International Diamond Day Spa Diane Tona Discovery Cruise Line Don Carter Tamarac Lanes Downtown Photo el Heraldo de Broward Enterprise Rent-a-Car Field of Flowers Flamingo Gardens Flawless Studio & Cosmix School Florida Career College Fort Lauderdale Historical Society Florida Marlins Florida State University Flowers and Found Objects Flowers For You, Inc. Gatsby’s Boca Gayle Bluebird Glassbottom & Snorkeling Trips Grifs Western Gustavo J. Carbonell, P.A. Harbour Realty Advisors Harry & Kit Schulman Holiday Inn Fort Lauderdale Beach Howard Fabian IGFA Fishing Hall of Fame and Museum Incredibly Edible Delites, Inc. Jackson’s Steakhouse Janice Anastasato Jato Design Broward Housing Solutions’ President/CEO Nancy Merolla and Board Chair John Macchia Broward County Commissioner John Rodstrom with his wife, Charlotte Sheri and John Macchia, Broward Housing Solutions’ Board Chair 15 HOME RUN HITTERS — continued 9Muses’ Lois Cleary, “Angels” Honoree Jan Anastasato, Regina Skane Broward Housing Solutions’ Board Member Jan Anastasato, President/CEO Nancy Merolla, Broward County Commissioner John Rodstrom Joe Picasso’s — Las Olas John J. Macchia Jungle Queen Riverboat Cruises Kennedy Space Center King & EYE, LLC Linda Mullis Lisa Hoffmeyer Lucille’s American Café Mambo Jambo Miami Dolphins Miller Construction Company Mindy Gonzalez Museum of Discovery & Science Muvico Theaters N. Reagan & Company Day Spa Nancy Merolla Over The Top Linens Palm Beach Casino Line Parlux Fragrances, Inc. Pines Property Management, Inc. Premier Networking Alliance Quarterdeck Randee H. Lefkow Red Bull Distributors Regal Entertainment Group Restaurant Warehouse Safe Care Sam’s Club Sawgrass Ford Seminole Tribe of Florida Senator Skip Campbell Speed Indoor Racing Stephen Ferrante Strike Zone Stranahan House Sun-Sentinel Suzanne Weiss TGI Friday’s The Melting Pot The Presidential Country Club The Westin Fort Lauderdale Therapeutic Life Center, Inc. TooJay’s Gourmet Deli Tower Club University Car Wash Violet King Vizcaya W.C. Greer Walter and Victoria Duke Water Taxi Westview Country Club Whole Foods Market YagTV, Inc. 16 EXECUTIVE COMMITTEE John J. Macchia, Chair Dr. Stacey Lambert, Vice Chair Jose L. Gonzalez, Treasurer Janice Anastasato, Secretary BOARD OF DIRECTORS Barbara Capeletti Gary R. Fine James L. Fried Phillips G. Gay, Jr. Robert Harkins Rosita Jhoelloer Sandra Robert AGENCY PRESIDENT/CEO Nancy L. Merolla 17 HOUSING OPPORTUNITIES FOR BROWARD’S MENTAL HEALTH COMMUNITY 305 S.E. 18 Court • Fort Lauderdale, FL 33316 954-764-2800 • 954-764-0036 (fax) [email protected] • www.BrowardHousingSolutions.org Underwriting provided by Eli Lilly & Co.