2025-03-31T17:44:37-04:00 2024-12-31 341602442 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 7555 FREDLE DR STE 110 CONCORD OH 44077 990 2024-01-01 832537125 HEALTHY LAKEWOOD FOUNDATION HEAL 2162066749 P O BOX 770230 LAKEWOOD OH 44107 REBECCA BAAS PRESIDENT 2165980944 2025-03-10 true true ROLLAND B STANDISH P00169705 4409512997 2025-03-12 2024 2025-03-06 01:10:19Z REBECCA BAAS P O BOX 770230 LAKEWOOD OH 44107 5741054 false X HEALTHYLAKEWOODFOUNDATION.ORG X 2018 OH TO ADVANCE PROGRAMS, POLICIES AND PRACTICES THAT INSPIRE A LAKEWOOD COMMUNITY IN WHICH HEALTH AND WELLNESS ARE REFLECTED IN ALL ASPECTS OF LIFE. 15 15 2 17 0 603391 4696060 0 77069 1044994 0 680460 5741054 394808 429329 0 144254 167158 0 0 161129 143111 700191 739598 -19731 5001456 19270987 26400246 3811 4437 19267176 26395809 X TO ADVANCE PROGRAMS, POLICIES AND PRACTICES THAT INSPIRE A LAKEWOOD COMMUNITY IN WHICH HEALTH AND WELLNESS ARE REFLECTED IN ALL ASPECTS OF LIFE. false false 613855 429329 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. 613855 true true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 3 0 true 2 true false false false false false false false false false false false false false false X 15 15 false false false false false true false true true false false true true true true true true true false false OH X X KATE INGERSOLL 2162066749 P O BOX 770230 LAKEWOOD OH 44107 KATE INGERSOLL EXECUTIVE DI 40.00 X 106000 0 3180 REBECCA BAAS PRESIDENT 2.50 X X 0 0 0 LAURA CHALKER VICE PRESIDE 2.50 X X 0 0 0 CURTIS BROSKY TREASURER 2.50 X X 0 0 0 MELISSA FEDERMAN SECRETARY 2.50 X X 0 0 0 ROLAND ANGLIN DIRECTOR 1.50 X 0 0 0 KHALILAH BILLY DIRECTOR 1.50 X 0 0 0 WARREN COLEMAN DIRECTOR 1.50 X 0 0 0 KIRSTIN CRACIUN DIRECTOR 1.50 X 0 0 0 RACHEL EKE DIRECTOR 1.50 X 0 0 0 KIM FENNELL DIRECTOR 1.50 X 0 0 0 CHARLES GARVEN DIRECTOR 1.50 X 0 0 0 FRED JORGENSEN DIRECTOR 1.50 X 0 0 0 RICK KEMM DIRECTOR 1.50 X 0 0 0 ERIN MURPHY DIRECTOR 1.50 X 0 0 0 COURTNEY NOSTER DIRECTOR 1.50 X 0 0 0 106000 3180 1 false false false 4696060 4696060 1044994 1044994 5741054 1044994 429329 429329 106000 84800 21200 45000 40500 4500 4473 4026 447 133 120 13 11552 10397 1155 631 631 6498 6498 70584 70584 27367 10947 16420 604 604 3163 2569 594 4737 4737 16118 14506 1612 1133 1133 8631 8631 2089 2089 DONATIONS 1000 1000 PROGRAMMING 556 556 739598 613855 125743 0 59561 90503 373021 640356 18838405 25669387 19270987 26400246 3811 4437 3811 4437 X 19267176 26395809 19267176 26395809 19270987 26400246 5001456 2127177 X false false false X 4894562 597856 4723684 603391 4696060 15515553 4894562 597856 4723684 603391 4696060 15515553 27835 15487718 295812 397891 -5283 77069 1044994 1810483 17326036 0.89390 0.90570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true BARTON CENTER INC 14300 DETROIT AVE LAKEWOOD OH 44107 340933033 C3 16500 OLDER ADULT PRGM ASIAN SERVICES IN ACTION INC 3631 PERKINS AVE CLEVELAND OH 44114 341798850 C3 17500 REFUGEE/IMMIG ASSIST CENTER FOR COMMUNITY SOLUTIONS 1300 E 9TH ST STE 1703 CLEVELAND OH 44114 340714723 C3 15000 FOOD INSEC RESEARCH CITY OF LAKEWOOD 12650 DETROIT AVE LAKEWOOD OH 44107 346001633 GOV 11779 PROGRAM AND SERVICES GIGI'S PLAYHOUSE CLEVELAND 15316 DETROIT AVE LAKEWOOD OH 44107 474179667 C3 7200 DOWN SYND PROGRAMS HAUS OF TRANSCENDENT 908 HERRICK RD CLEVELAND OH 44108 921577766 C3 15000 COMMUNITY SUPPORT JOURNEY CENTER FOR SAFETYHEALING PO BOX 5466 CLEVELAND OH 44101 341278377 C3 20000 JUSTICE ADVOCACY LAKEWOOD CITY SCHOOL DISTRICT 13701 LAKE AVE LAKEWOOD OH 44107 346001631 GOV 5250 HEALTH-RELATED LAKEWOOD COMMUNITY SERVICES CENTER 14230 MADISON AVE LAKEWOOD OH 44107 341446497 C3 40000 FOOD PROGRAMS LAKEWOOD PRESBYTERIAN CHURCH 14502 DETROIT AVE LAKEWOOD OH 44107 340771889 C3 7000 COMMUNITY SUPPORT LAKEWOOD PUBLIC LIBRARY 15425 DETROIT AVE LAKEWOOD OH 44107 346001640 GOV 6000 CHILD READING PROGR LAKEWOOD YMCA 1301 E 9TH ST CLEVELAND OH 44114 340714728 C3 10000 YOUTH PROGRAMMING LAKEWOODALIVE 12185 DETROIT AVE LAKEWOOD OH 44107 550793987 C3 36000 HOUSING SUPPORT LEGAL AID SOCIETY OF GREATER CLEVELAND 1223 W 6TH ST CLEVELAND OH 44113 340866026 C3 40000 LEGAL AID/REPRESENT NEIGHBORHOOD FAMILY PRACTICE 4115 BRIDGE AVE CLEVELAND OH 44113 341300581 C3 40000 HEALTH SERVICES PLANNED PARENTHOOD OF GRTR OHIO 206 E STATE ST COLUMBUS OH 43215 341015976 C3 15000 HEALTH EDUCATION REACH OUT AND READ GRTR CLEVELAND 4340 STATE RD CLEVELAND OH 44109 341931851 C3 10000 LITERACY PROGRAMMING THE LAKEWOOD FOUNDATION 12525 LAKE AVE LAKEWOOD OH 44107 311529669 C3 79600 COMMUNITY PROGRAMS 29 SCHEDULE I, PAGE 1, PART I, LINE 2 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. 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.