HEALTHY LAKEWOOD FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHY LAKEWOOD FOUNDATION (EIN 83-2537125)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-31
- IRS object ID
- 202500909349301550
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-31T17:44:37-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341602442 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H & J CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7555 FREDLE DR STE 110 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832537125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHY LAKEWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2162066749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 770230 | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA BAAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2165980944 | PhoneNum |
| Signature | 2025-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROLLAND B STANDISH | PreparerPersonNm |
| PTIN | P00169705 | PTIN |
| Phone | 4409512997 | PhoneNum |
| Preparation | 2025-03-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA BAAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 770230 | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,741,054 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HEALTHYLAKEWOODFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE PROGRAMS, POLICIES AND PRACTICES THAT INSPIRE A LAKEWOOD COMMUNITY IN WHICH HEALTH AND WELLNESS ARE REFLECTED IN ALL ASPECTS OF LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $603,391 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,696,060 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $77,069 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,044,994 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $680,460 | PYTotalRevenueAmt |
| CY Total Revenue | $5,741,054 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $394,808 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $429,329 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $144,254 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $167,158 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,129 | PYOtherExpensesAmt |
| CY Other Expenses | $143,111 | CYOtherExpensesAmt |
| PY Total Expenses | $700,191 | PYTotalExpensesAmt |
| CY Total Expenses | $739,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$19,731 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,001,456 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,270,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,400,246 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,811 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,437 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,267,176 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,395,809 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE PROGRAMS, POLICIES AND PRACTICES THAT INSPIRE A LAKEWOOD COMMUNITY IN WHICH HEALTH AND WELLNESS ARE REFLECTED IN ALL ASPECTS OF LIFE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $613,855 | ExpenseAmt |
| Grant | $429,329 | GrantAmt |
| Desc | THE HEALTHY LAKEWOOD FOUNDATION (HLF) DEMONSTRATED STRONG FINANCIAL MANAGEMENT IN 2024, WITH INVESTMENT ASSETS EXCEEDING 26 MILLION AS OF AUGUST 31. THE FOUNDATION RECEIVED ITS FOURTH BIENNIAL CONTRIBUTION OF THE REMAINING LAKEWOOD HOSPITAL ASSOCIATION ASSETS AND MAINTAINED A 5% SPENDING POLICY BASED ON A 13-QUARTER AVERAGE OF ASSETS. OVERSIGHT WAS PROVIDED THROUGH FIVE STANDING COMMITTEES: EXECUTIVE, FINANCE, GOVERNANCE, COMMUNITY ENGAGEMENT, AND LEARNING, EVALUATION, AND ASSESSMENT, WHICH MET AT LEAST QUARTERLY AND DEVELOPED TO ACHIEVE ANNUAL PRIORITIES. ANNUAL OFFICER ELECTIONS AND BOARD TERM RENEWALS WERE CONDUCTED AT THE MARCH ANNUAL MEETING, MAINTAINING GOVERNANCE CONTINUITY AND OVERSIGHT OF THE FOUNDATION'S EXPANDING COMMUNITY IMPACT. DUE TO ATTRITION, THE FOUNDATION ADDED ONE NEW BOARD MEMBER. IN 2024, HLF AWARDED GRANTS ACROSS THREE PROGRAMS TOTALING OVER 537,300: 212,500 IN COMMUNITY GRANTS SUPPORTING TWELVE ORGANIZATIONS' PROGRAMMATIC WORK; 104,800 IN NEIGHBORHOOD OPPORTUNITY GRANTS FUNDING TWENTY-ONE GRASSROOTS PROJECTS; AND 220,000 IN SYSTEMS-CHANGE GRANTS ADDRESSING SYSTEMIC ISSUES INCLUDING FOOD SECURITY, AFFORDABLE CHILDCARE, LEGAL REPRESENTATION, AND COMMUNITY JOURNALISM. THE FOUNDATION CONTINUED TO STRENGTHEN ITS COMMUNITY PRESENCE THROUGH ENHANCED COMMUNICATIONS STRATEGIES. IN SEPTEMBER, HLF HELD ITS SIXTH ANNUAL COMMUNITY MEETING, DRAWING 75 ATTENDEES FOR DISCUSSIONS ON PHILANTHROPY AND COMMUNITY BUILDING. HLF MAINTAINED ACTIVE COMMUNITY INVOLVEMENT THROUGH ITS EXECUTIVE DIRECTOR'S PARTICIPATION IN THE CITY OF LAKEWOOD'S COMMUNITY HEALTH ACTION TEAM (CHAT), SUPPORTING INITIATIVES TO BUILD A CULTURE OF HEALTH ACTION IN LAKEWOOD. A SIGNIFICANT ACHIEVEMENT WAS THE DEVELOPMENT OF THE LAKEWOOD COMMUNITY RESOURCE GUIDE, CREATED IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS. THE FOUNDATION DEVELOPED AND IMPLEMENTED A GUIDING FRAMEWORK FOR ITS GRANTMAKING AND OPERATIONS, WHICH THE BOARD APPROVED IN NOVEMBER. THE BOARD APPROVED A CHARTER FOR THE STRATEGIC LEARNING AND EVALUATION TASK FORCE, WHICH WILL INTEGRATE INSIGHTS FROM THREE YEARS OF GRANTS AND COMMUNITY ENGAGEMENT AND HELP SHAPE FUTURE GRANTMAKING STRATEGIES. | Desc |
| Total Program Service Expenses | $613,855 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE INGERSOLL | PersonNm |
| Phone | 2162066749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 770230 | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| KATE INGERSOLL | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $106,000 | $0 | $3,180 | |
| REBECCA BAAS | ||||||
| PRESIDENT | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURA CHALKER | ||||||
| VICE PRESIDE | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CURTIS BROSKY | ||||||
| TREASURER | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELISSA FEDERMAN | ||||||
| SECRETARY | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROLAND ANGLIN | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| KHALILAH BILLY | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| WARREN COLEMAN | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| KIRSTIN CRACIUN | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| RACHEL EKE | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| KIM FENNELL | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| CHARLES GARVEN | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| FRED JORGENSEN | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| RICK KEMM | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| ERIN MURPHY | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| COURTNEY NOSTER | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $106,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $3,180 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $4,696,060 | AllOtherContributionsAmt |
| Total Contributions | $4,696,060 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,044,994 | TotalRevenueColumnAmt |
| Exclusion | $1,044,994 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,741,054 | TotalRevenueColumnAmt |
| Exclusion | $1,044,994 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,329 | TotalAmt |
| Program Services | $429,329 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,000 | TotalAmt |
| Program Services | $84,800 | ProgramServicesAmt |
| Management And General | $21,200 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $40,500 | ProgramServicesAmt |
| Management And General | $4,500 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,473 | TotalAmt |
| Program Services | $4,026 | ProgramServicesAmt |
| Management And General | $447 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133 | TotalAmt |
| Program Services | $120 | ProgramServicesAmt |
| Management And General | $13 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,552 | TotalAmt |
| Program Services | $10,397 | ProgramServicesAmt |
| Management And General | $1,155 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631 | TotalAmt |
| Management And General | $631 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,498 | TotalAmt |
| Management And General | $6,498 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,584 | TotalAmt |
| Management And General | $70,584 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,367 | TotalAmt |
| Program Services | $10,947 | ProgramServicesAmt |
| Management And General | $16,420 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604 | TotalAmt |
| Program Services | $604 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,163 | TotalAmt |
| Program Services | $2,569 | ProgramServicesAmt |
| Management And General | $594 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,737 | TotalAmt |
| Program Services | $4,737 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,118 | TotalAmt |
| Program Services | $14,506 | ProgramServicesAmt |
| Management And General | $1,612 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133 | TotalAmt |
| Program Services | $1,133 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,631 | TotalAmt |
| Program Services | $8,631 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,089 | TotalAmt |
| Management And General | $2,089 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DONATIONS | $1,000 | $1,000 |
| PROGRAMMING | $556 | $556 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,598 | TotalAmt |
| Program Services | $613,855 | ProgramServicesAmt |
| Management And General | $125,743 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,561 | BOYAmt |
| EOY | $90,503 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,021 | BOYAmt |
| EOY | $640,356 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,838,405 | BOYAmt |
| EOY | $25,669,387 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,270,987 | BOYAmt |
| EOY | $26,400,246 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,811 | BOYAmt |
| EOY | $4,437 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,811 | BOYAmt |
| EOY | $4,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,267,176 | BOYAmt |
| EOY | $26,395,809 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,267,176 | BOYAmt |
| EOY | $26,395,809 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,270,987 | BOYAmt |
| EOY | $26,400,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,001,456 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,127,177 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,894,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $597,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,723,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $603,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,696,060 | CurrentTaxYearAmt |
| Total | $15,515,553 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,894,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $597,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,723,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $603,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,696,060 | CurrentTaxYearAmt |
| Total | $15,515,553 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,835 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,487,718 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $295,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $397,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$5,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,044,994 | CurrentTaxYearAmt |
| Total | $1,810,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,326,036 | TotalSupportAmt |
| Public Support CY170 | 0.89390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BARTON CENTER INC | ||||||||
| 14300 DETROIT AVE | LAKEWOOD | OH | 44107 | 340933033 | C3 | $16,500 | OLDER ADULT PRGM | |
| ASIAN SERVICES IN ACTION INC | ||||||||
| 3631 PERKINS AVE | CLEVELAND | OH | 44114 | 341798850 | C3 | $17,500 | REFUGEE/IMMIG ASSIST | |
| CENTER FOR COMMUNITY SOLUTIONS | ||||||||
| 1300 E 9TH ST STE 1703 | CLEVELAND | OH | 44114 | 340714723 | C3 | $15,000 | FOOD INSEC RESEARCH | |
| CITY OF LAKEWOOD | ||||||||
| 12650 DETROIT AVE | LAKEWOOD | OH | 44107 | 346001633 | GOV | $11,779 | PROGRAM AND SERVICES | |
| GIGI'S PLAYHOUSE CLEVELAND | ||||||||
| 15316 DETROIT AVE | LAKEWOOD | OH | 44107 | 474179667 | C3 | $7,200 | DOWN SYND PROGRAMS | |
| HAUS OF TRANSCENDENT | ||||||||
| 908 HERRICK RD | CLEVELAND | OH | 44108 | 921577766 | C3 | $15,000 | COMMUNITY SUPPORT | |
| JOURNEY CENTER FOR SAFETYHEALING | ||||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | 341278377 | C3 | $20,000 | JUSTICE ADVOCACY | |
| LAKEWOOD CITY SCHOOL DISTRICT | ||||||||
| 13701 LAKE AVE | LAKEWOOD | OH | 44107 | 346001631 | GOV | $5,250 | HEALTH-RELATED | |
| LAKEWOOD COMMUNITY SERVICES CENTER | ||||||||
| 14230 MADISON AVE | LAKEWOOD | OH | 44107 | 341446497 | C3 | $40,000 | FOOD PROGRAMS | |
| LAKEWOOD PRESBYTERIAN CHURCH | ||||||||
| 14502 DETROIT AVE | LAKEWOOD | OH | 44107 | 340771889 | C3 | $7,000 | COMMUNITY SUPPORT | |
| LAKEWOOD PUBLIC LIBRARY | ||||||||
| 15425 DETROIT AVE | LAKEWOOD | OH | 44107 | 346001640 | GOV | $6,000 | CHILD READING PROGR | |
| LAKEWOOD YMCA | ||||||||
| 1301 E 9TH ST | CLEVELAND | OH | 44114 | 340714728 | C3 | $10,000 | YOUTH PROGRAMMING | |
| LAKEWOODALIVE | ||||||||
| 12185 DETROIT AVE | LAKEWOOD | OH | 44107 | 550793987 | C3 | $36,000 | HOUSING SUPPORT | |
| LEGAL AID SOCIETY OF GREATER | ||||||||
| 1223 W 6TH ST | CLEVELAND | OH | 44113 | 340866026 | C3 | $40,000 | LEGAL AID/REPRESENT | CLEVELAND |
| NEIGHBORHOOD FAMILY PRACTICE | ||||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | 341300581 | C3 | $40,000 | HEALTH SERVICES | |
| PLANNED PARENTHOOD OF GRTR OHIO | ||||||||
| 206 E STATE ST | COLUMBUS | OH | 43215 | 341015976 | C3 | $15,000 | HEALTH EDUCATION | |
| REACH OUT AND READ GRTR CLEVELAND | ||||||||
| 4340 STATE RD | CLEVELAND | OH | 44109 | 341931851 | C3 | $10,000 | LITERACY PROGRAMMING | |
| THE LAKEWOOD FOUNDATION | ||||||||
| 12525 LAKE AVE | LAKEWOOD | OH | 44107 | 311529669 | C3 | $79,600 | COMMUNITY PROGRAMS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | HLF REQUESTS A FORMAL APPLICATION FROM INTERESTED NON-PROFIT ORGANIZATIONS SEEKING FUNDING. THE HLF BOARD IS ENGAGED WITH THE REVIEW AND FORMAL FUNDING RECOMMENDATION AND APPROVAL PROCESS. PRIOR TO RECEIVING A GRANT AWARD, GRANTEES ARE REQUIRED TO SIGN A GRANT CONTRACT WHICH REQUIRES A GRANT REPORT AT THE END OF THE FUNDING TERM. HLF'S LEARNING, EVALUATION AND ASSESSMENT COMMITTEE MEMBERS AND HLF STAFF MEMBERS REVIEW EACH GRANT REPORT AND PREPARE SUMMARIES OF THE LEARNING AND OUTCOMES OF THE FUNDING, INCLUDING THE EXPENDITURE OF FUNDING, SERVICES PROVIDED, AND PEOPLE SERVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | THE HEALTHY LAKEWOOD FOUNDATION (HLF) DEMONSTRATED STRONG FINANCIAL MANAGEMENT IN 2024, WITH INVESTMENT ASSETS EXCEEDING 26 MILLION AS OF AUGUST 31. THE FOUNDATION RECEIVED ITS FOURTH BIENNIAL CONTRIBUTION OF THE REMAINING LAKEWOOD HOSPITAL ASSOCIATION ASSETS AND MAINTAINED A 5% SPENDING POLICY BASED ON A 13-QUARTER AVERAGE OF ASSETS. OVERSIGHT WAS PROVIDED THROUGH FIVE STANDING COMMITTEES: EXECUTIVE, FINANCE, GOVERNANCE, COMMUNITY ENGAGEMENT, AND LEARNING, EVALUATION, AND ASSESSMENT, WHICH MET AT LEAST QUARTERLY AND DEVELOPED TO ACHIEVE ANNUAL PRIORITIES. ANNUAL OFFICER ELECTIONS AND BOARD TERM RENEWALS WERE CONDUCTED AT THE MARCH ANNUAL MEETING, MAINTAINING GOVERNANCE CONTINUITY AND OVERSIGHT OF THE FOUNDATION'S EXPANDING COMMUNITY IMPACT. DUE TO ATTRITION, THE FOUNDATION ADDED ONE NEW BOARD MEMBER. IN 2024, HLF AWARDED GRANTS ACROSS THREE PROGRAMS TOTALING OVER 537,300: 212,500 IN COMMUNITY GRANTS SUPPORTING TWELVE ORGANIZATIONS' PROGRAMMATIC WORK; 104,800 IN NEIGHBORHOOD OPPORTUNITY GRANTS FUNDING TWENTY-ONE GRASSROOTS PROJECTS; AND 220,000 IN SYSTEMS-CHANGE GRANTS ADDRESSING SYSTEMIC ISSUES INCLUDING FOOD SECURITY, AFFORDABLE CHILDCARE, LEGAL REPRESENTATION, AND COMMUNITY JOURNALISM. THE FOUNDATION CONTINUED TO STRENGTHEN ITS COMMUNITY PRESENCE THROUGH ENHANCED COMMUNICATIONS STRATEGIES. IN SEPTEMBER, HLF HELD ITS SIXTH ANNUAL COMMUNITY MEETING, DRAWING 75 ATTENDEES FOR DISCUSSIONS ON PHILANTHROPY AND COMMUNITY BUILDING. HLF MAINTAINED ACTIVE COMMUNITY INVOLVEMENT THROUGH ITS EXECUTIVE DIRECTOR'S PARTICIPATION IN THE CITY OF LAKEWOOD'S COMMUNITY HEALTH ACTION TEAM (CHAT), SUPPORTING INITIATIVES TO BUILD A CULTURE OF HEALTH ACTION IN LAKEWOOD. A SIGNIFICANT ACHIEVEMENT WAS THE DEVELOPMENT OF THE LAKEWOOD COMMUNITY RESOURCE GUIDE, CREATED IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS. THE FOUNDATION DEVELOPED AND IMPLEMENTED A GUIDING FRAMEWORK FOR ITS GRANTMAKING AND OPERATIONS, WHICH THE BOARD APPROVED IN NOVEMBER. THE BOARD APPROVED A CHARTER FOR THE STRATEGIC LEARNING AND EVALUATION TASK FORCE, WHICH WILL INTEGRATE INSIGHTS FROM THREE YEARS OF GRANTS AND COMMUNITY ENGAGEMENT AND HELP SHAPE FUTURE GRANTMAKING STRATEGIES. |
| FORM 990, PAGE 6, PART VI, LINE 7A | AS LONG AS THE CLEVELAND CLINIC IS FUNDING HEALTHY LAKEWOOD FOUNDATION, THEY HAVE THE ABILITY TO APPOINT 2 OF THE 17 BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINANCE COMMITTEE AND BOARD PRESIDENT REVIEW THE FORM 990 TOGETHER AND THEN AFTER ANY SUGGESTED EDITS OR CORRECTIONS ARE MADE, THE 990 IS PRESENTED TO THE FULL HLF BOARD. BOARD MEMBERS HAVE TWO WEEKS TO REVIEW AND SUGGESTED ANY CHANGES TO THE 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT MAY CREATE A CONFLICT. THE BOARD REVIEWS ANY DISCLOSED CONFLICTS AND DECIDES IF ANY FURTHER ACTION NEED BE TAKEN. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR EVERY 18 MONTHS. COMPENSATION IS BASED ON PERFORMANCE AND COMPARED TO OTHER MISSION-COMPARABLE ORGANIZATIONS OF SIMILAR SIZE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATIONAL DOCUMENTS FOR HEALTHY LAKEWOOD FOUNDATION CAN BE REVIEWED AT HEALTHYLAKEWOODFOUNDATION.ORG OR UPON REQUEST. |