HEALTHY LAKEWOOD FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHY LAKEWOOD FOUNDATION (EIN 83-2537125)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-25
- IRS object ID
- 202300849349300600
- Schema version
- 2022v5.0
- 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 | 2023-03-25T06:21:56-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | CURT BROSKY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2023-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CURT | PersonFirstNm |
| Person Last | BROSKY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KHALILAH WORLEY BILLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 770230 | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,718,401 | 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 | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $597,856 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,723,684 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $397,891 | PYInvestmentIncomeAmt |
| CY Investment Income | -$5,283 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $995,747 | PYTotalRevenueAmt |
| CY Total Revenue | $4,718,401 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $197,688 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $519,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,825 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $128,498 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $109,941 | PYOtherExpensesAmt |
| CY Other Expenses | $130,823 | CYOtherExpensesAmt |
| PY Total Expenses | $361,454 | PYTotalExpensesAmt |
| CY Total Expenses | $778,821 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $634,293 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,939,580 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,098,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,846,391 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,169 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,096,507 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,842,222 | 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 | $687,717 | ExpenseAmt |
| Grant | $519,500 | GrantAmt |
| Desc | IN 2022, THE HEALTHY LAKEWOOD FOUNDATION (HLF) IMPLEMENTED ITS COMPREHENSIVE GRANTMAKING STRATEGY, RUNNING FOUR GRANTEE PROCESSES DURING THE YEAR. THE HLF BOARD AWARDED 253,655 IN COMMUNITY GRANTS IN JULY; 98,350 IN NEIGHBORHOOD OPPORTUNITY GRANTS IN NOVEMBER 2022; 64,865 AS A SYSTEMS-LEVEL GRANT IN MAY 2022; COVID-RESPONSE GRANTS THROUGHOUT THE YEAR TOTALING 95,000; AND OTHER GRANTMAKING TOTALING 7,630. HLF PURCHASED GRANT SOFTWARE PROGRAMMING IN 2021 AND STAFF AND BOARD MEMBERS WERE TRAINED IN ITS USE. APPLICATIONS, TIMELINES, CRITERIA, AND GUIDELINES WERE ESTABLISHED FOR EACH GRANT PROCESS. COMMUNITY GRANTS SUPPORT PROJECTS AND PROGRAMS THAT PRIORITIZE THE CARE AND SUPPORT OF CERTAIN POPULATIONS IN THE LAKEWOOD COMMUNITY AND ADDRESS SPECIFIC SOCIAL DETERMINANTS OF HEALTH. NEIGHBORHOOD OPPORTUNITY GRANTS SUPPORT COMMUNITY-BASED PROJECTS AND INITIATIVES IN LAKEWOOD THAT: SUPPORT COMMUNITY BUILDING AND WAYS OF CARING FOR EACH OTHER; ADDRESS COMMUNITY ISSUES THROUGH INNOVATION AND TRYING NEW IDEAS; AND ADVANCE LEARNING AND UNDERSTANDING BY DOING. SYSTEMS-LEVEL GRANTS SUPPORT ORGANIZATIONS THAT WORK TO INFLUENCE AND GUIDE CHANGE IN STRUCTURAL SYSTEMS TO IMPROVE INDIVIDUAL AND COMMUNITY HEALTH OUTCOMES. ADDITIONALLY, HLF CONTINUED PROVIDING SELECTED COVID-RESPONSE GRANTS TO SUPPORT ONGOING EFFORTS RELATED TO MITIGATING THE EFFECTS OF THE COVID-19 PANDEMIC ON LAKEWOOD RESIDENTS. HLF CREATED AND HIRED A PART-TIME GRANTS COORDINATOR IN 2022 TO SUPPORT THE ABOVE MENTIONED GRANTMAKING PROCESSES. ADDITIONALLY, THE HLF BOARD APPROVED A BENEFITS PROGRAM, EMPLOYEE HANDBOOK, AND A PROCESS FOR EVALUATING THE EXECUTIVE DIRECTOR'S PERFORMANCE. THE BOARD ALSO APPROVED AN OFFICIAL CODE OF CONDUCT AND FINANCIAL POLICIES AND PROCEDURES DOCUMENT. HLF STAFF WORKED WITH A COMMUNICATIONS CONSULTANT TO DEVELOP A MARKETING AND COMMUNICATIONS PLAN FOR THE ORGANIZATION. THE ORGANIZATION'S PRESENCE ON THREE SOCIAL MEDIA PLATFORMS, EMAIL MARKETING, AND WEBSITE MARKETING ALL INCREASED IN TERMS OF DISTRIBUTION AND ENGAGEMENT. HLF UTILIZED THESE COMMUNICATIONS MODALITIES TO INCREASE AWARENESS IN THE COMMUNITY AND AMONG AREA NON-PROFITS OF ITS GRANTMAKING AND PROGRAMMING OPPORTUNITIES. ON SEPTEMBER 21, 2022, HLF HELD ITS FOURTH ANNUAL COMMUNITY MEETING IN PERSON, DRAWING 75 ATTENDEES AND PARTICIPANTS. HLF'S COMMUNITY MEETING IS A COMPONENT OF ITS COMMUNITY ENGAGEMENT AND ACCOUNTABILITY PLAN (ENACTED IN 2020) TO PROVIDE LAKEWOOD RESIDENTS AND STAKEHOLDERS TO LEARN ABOUT HLF'S WORK AND PROGRESS OVER THE PAST YEAR, ASK QUESTIONS OF THE BOARD AND STAFF, AND TO PROVIDE FEEDBACK. HLF'S BOARD ORGANIZES ITS WORK THROUGH FIVE STANDING COMMITTEES: EXECUTIVE; FINANCE; GOVERNANCE; COMMUNITY ENGAGEMENT; AND LEARNING, EVALUATION & ASSESSMENT. THESE COMMITTEES MEET AT LEAST QUARTERLY, DEVELOP ANNUAL PRIORITIES, AND UTILIZE WORK PLANS TO ATTEND TO BOARD BUSINESS OUTSIDE OF HLF'S BI-MONTHLY BOARD MEETINGS. HLF APPOINTED TWO NEW MEMBERS TO ITS BOARD IN 2022 DUE TO ATTRITION. THE BOARD ALSO ELECTED OFFICERS AND RENEWED BOARD TERMS AS IT DOES ANNUALLY AT ITS MARCH ANNUAL MEETING. ADDITIONALLY, HLF'S EXECUTIVE DIRECTOR AND ONE BOARD MEMBER PARTICIPATED ON THE STEERING COMMITTEE OF A COMMUNITY-WIDE HEALTH NEEDS ASSESSMENT, COLLABORATING WITH OTHER STAKEHOLDERS TO CREATE A REPORT AND ACTION PLAN TO ADDRESS SOCIAL DETERMINANTS OF HEALTH WITHIN LAKEWOOD. | Desc |
| Total Program Service Expenses | $687,717 | 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 | 6 | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | 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 | PO 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) | $100,000 | $0 | $3,000 | |
| KHALILAH WORLEY BILLY | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REBECCA BAAS | ||||||
| CO-VICE PRES | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES GARVEN | ||||||
| CO-VICE PRES | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CURT BROSKY | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELISSA FEDERMAN | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROLAND ANGLIN | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| LAURA CHALKER | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| WARREN COLEMAN | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| KIRSTIN CRACIUN | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| HEIDI HILTY | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| FRED JORGENSEN | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| RICK KEMM | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| COURTNEY NOSTER | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| ERIN RECHIN MURPHY | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| CHITRA WALKER | ||||||
| DIRECTOR | 1.25 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $3,000 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $4,723,684 | AllOtherContributionsAmt |
| Total Contributions | $4,723,684 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,283 | TotalRevenueColumnAmt |
| Exclusion | -$5,283 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,718,401 | TotalRevenueColumnAmt |
| Exclusion | -$5,283 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,500 | TotalAmt |
| Program Services | $519,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $90,000 | ProgramServicesAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,402 | TotalAmt |
| Program Services | $16,402 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,010 | TotalAmt |
| Program Services | $2,709 | ProgramServicesAmt |
| Management And General | $301 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,086 | TotalAmt |
| Program Services | $8,305 | ProgramServicesAmt |
| Management And General | $781 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,834 | TotalAmt |
| Program Services | $2,834 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,003 | TotalAmt |
| Management And General | $8,003 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,439 | TotalAmt |
| Management And General | $53,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,172 | TotalAmt |
| Program Services | $25,935 | ProgramServicesAmt |
| Management And General | $16,237 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101 | TotalAmt |
| Program Services | $101 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929 | TotalAmt |
| Program Services | $525 | ProgramServicesAmt |
| Management And General | $404 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,052 | TotalAmt |
| Program Services | $7,052 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,036 | TotalAmt |
| Program Services | $3,036 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,318 | TotalAmt |
| Program Services | $8,318 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,939 | TotalAmt |
| Management And General | $1,939 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATIONS | Desc |
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,821 | TotalAmt |
| Program Services | $687,717 | ProgramServicesAmt |
| Management And General | $91,104 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,797 | BOYAmt |
| EOY | $29,419 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,644 | BOYAmt |
| EOY | $408,733 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,636,962 | BOYAmt |
| EOY | $16,408,239 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,098,403 | BOYAmt |
| EOY | $16,846,391 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,896 | BOYAmt |
| EOY | $4,169 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,896 | BOYAmt |
| EOY | $4,169 | 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 | $15,096,507 | BOYAmt |
| EOY | $16,842,222 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,096,507 | BOYAmt |
| EOY | $16,842,222 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,098,403 | BOYAmt |
| EOY | $16,846,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,939,580 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,193,865 | 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 | $8,300,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $585,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,894,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $597,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,723,684 | CurrentTaxYearAmt |
| Total | $19,101,183 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,300,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $585,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,894,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $597,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,723,684 | CurrentTaxYearAmt |
| Total | $19,101,183 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $19,101,183 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $258,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $397,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$5,283 | CurrentTaxYearAmt |
| Total | $964,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,065,506 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|
| LAKEWOOD COMMUNITY SERVICES CENTER | |||||||||
| 14230 MADISON AVE | LAKEWOOD | OH | 44107 | 341446497 | C3 | $94,155 | FOOD PROGRAMS | ||
| LAKEWOODALIVE | |||||||||
| 14701 DETROIT AVE | LAKEWOOD | OH | 44107 | 550793987 | C3 | $16,000 | SENIORS ASSIST | ||
| ASIAN SERVICES IN ACTION INC | |||||||||
| 3631 PERKINS AVE | CLEVELAND | OH | 44114 | 341798850 | C3 | $15,000 | REFUGEE/IMMIG ASST | ||
| WEST 117 FOUNDATION | |||||||||
| 14665 MORGAN TRAIL | NOVELTY | OH | 44072 | 851077305 | C3 | $25,000 | LGBTQ+ YOUTH SPORTS | ||
| BARTON CENTER | |||||||||
| 14300 DETROIT AVE | LAKEWOOD | OH | 44107 | 340933033 | C3 | $15,000 | SENIORS PROGRAM | ||
| LAKEWOOD PUBLIC LIBRARY | |||||||||
| 15425 DETROIT AVE | LAKEWOOD | OH | 44107 | 346001640 | GOV | $6,000 | CHILD READING PROG | ||
| REACH OUT AND READ GRTR CLEVELAND | |||||||||
| 4340 STATE RD | CLEVELAND | OH | 44109 | 341931851 | C3 | $10,000 | EARLY CHILDHOOD PROG | ||
| LAKEWOOD CITY SCHOOLS | |||||||||
| 13701 LAKE AVE | LAKEWOOD | OH | 44107 | 346001631 | GOV | $8,000 | COMM SWIM LESSONS | ||
| LAKEWOOD CITY SCHOOLS | |||||||||
| 13701 LAKE AVE | LAKEWOOD | OH | 44107 | 346001631 | GOV | $10,000 | COVID RESPONSE | ||
| LAKEWOOD FOUNDATION | |||||||||
| 12525 LAKE AVE | LAKEWOOD | OH | 44107 | 311529669 | C3 | $41,330 | COMMUNITY PROGRAMS | ||
| EMERALD DEV & ECON NETWORK | |||||||||
| 7812 MADISON AVE | LAKEWOOD | OH | 44102 | 341667990 | C3 | $20,000 | PROP INCENTIVE FUND | ||
| YOUTH OPPORTUNITIES UNLIMITED | |||||||||
| 1228 EUCLID AVE | CLEVEAND | OH | 44115 | 341381135 | C3 | $25,000 | YOUTH EMPLOY PROGRAM | ||
| NEIGHBORHOOD FAMILY PRACTICE | |||||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | 341300581 | C3 | $40,000 | EQUIT HEALTH CARE | ||
| THE LEGAL AID SOCIETY OF CLEVELAND | |||||||||
| 1223 WEST SIXTH STREET | CLEVELAND | OH | 44113 | 340866026 | C3 | $40,000 | COMMUNITY ASSISTANCE | ||
| CONNECTING FOR KIDS | |||||||||
| PO BOX 45372 | WESTLAKE | OH | 44145 | 451689767 | C3 | $10,000 | COVID RESPONSE GRANT | ||
| THE LITERACY COOPERATIVE | |||||||||
| 1422 EUCLID AVE | CLEVELAND | OH | 44115 | 900453660 | C3 | $10,000 | READING PROGRAM | ||
| GIGI'S PLAYHOUSE CLEVELAND | |||||||||
| 15316 DETROIT AVE | LAKEWOOD | OH | 44107 | 474179667 | C3 | $10,000 | HEALTH PROGRAM | ||
| HELP FOUNDATION INC | |||||||||
| 26900 EUCLID AVE | EUCLID | OH | 44132 | 341617051 | C3 | $10,000 | EXERCISE PROGRAM | ||
| TRIALS FOR HOPE | |||||||||
| 4321 BRIDGE AVE | CLEVELAND | OH | 44107 | 464411874 | C3 | $10,000 | FOOD AND BASIC NEEDS | ||
| LAKEWOOD YOUNG FILMMAKERS ACADEMY | |||||||||
| 13535 DETROIT AVE | LAKEWOOD | OH | 44107 | 823075350 | C3 | $7,000 | YOUTH PROGRAMMING | ||
| LAKEWOOD PRESBYTERIAN CHURCH | |||||||||
| 14502 DETROIT AVE | LAKEWOOD | OH | 44107 | 121234567 | CHURCH | $5,250 | JUSTICE PROGRAM | ||
| CENTER FOR COMMUNITY SOLUTIONS | |||||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | 340714723 | C3 | SURVEY ASSISTANCE | $5,600 | GIFT CARDS | |
| CITY OF LAKEWOOD | |||||||||
| 12650 DETROIT AVE | LAKEWOOD | OH | 44107 | 346001633 | GOV | $64,865 | NEIGHB PARAMEDIC PGM | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
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 AS A REQUIREMENT. 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 | IN 2022, THE HEALTHY LAKEWOOD FOUNDATION (HLF) IMPLEMENTED ITS COMPREHENSIVE GRANTMAKING STRATEGY, RUNNING FOUR GRANTEE PROCESSES DURING THE YEAR. THE HLF BOARD AWARDED 253,655 IN COMMUNITY GRANTS IN JULY; 98,350 IN NEIGHBORHOOD OPPORTUNITY GRANTS IN NOVEMBER 2022; 64,865 AS A SYSTEMS-LEVEL GRANT IN MAY 2022; COVID-RESPONSE GRANTS THROUGHOUT THE YEAR TOTALING 95,000; AND OTHER GRANTMAKING TOTALING 7,630. HLF PURCHASED GRANT SOFTWARE PROGRAMMING IN 2021 AND STAFF AND BOARD MEMBERS WERE TRAINED IN ITS USE. APPLICATIONS, TIMELINES, CRITERIA, AND GUIDELINES WERE ESTABLISHED FOR EACH GRANT PROCESS. COMMUNITY GRANTS SUPPORT PROJECTS AND PROGRAMS THAT PRIORITIZE THE CARE AND SUPPORT OF CERTAIN POPULATIONS IN THE LAKEWOOD COMMUNITY AND ADDRESS SPECIFIC SOCIAL DETERMINANTS OF HEALTH. NEIGHBORHOOD OPPORTUNITY GRANTS SUPPORT COMMUNITY-BASED PROJECTS AND INITIATIVES IN LAKEWOOD THAT: SUPPORT COMMUNITY BUILDING AND WAYS OF CARING FOR EACH OTHER; ADDRESS COMMUNITY ISSUES THROUGH INNOVATION AND TRYING NEW IDEAS; AND ADVANCE LEARNING AND UNDERSTANDING BY DOING. SYSTEMS-LEVEL GRANTS SUPPORT ORGANIZATIONS THAT WORK TO INFLUENCE AND GUIDE CHANGE IN STRUCTURAL SYSTEMS TO IMPROVE INDIVIDUAL AND COMMUNITY HEALTH OUTCOMES. ADDITIONALLY, HLF CONTINUED PROVIDING SELECTED COVID-RESPONSE GRANTS TO SUPPORT ONGOING EFFORTS RELATED TO MITIGATING THE EFFECTS OF THE COVID-19 PANDEMIC ON LAKEWOOD RESIDENTS. HLF CREATED AND HIRED A PART-TIME GRANTS COORDINATOR IN 2022 TO SUPPORT THE ABOVE MENTIONED GRANTMAKING PROCESSES. ADDITIONALLY, THE HLF BOARD APPROVED A BENEFITS PROGRAM, EMPLOYEE HANDBOOK, AND A PROCESS FOR EVALUATING THE EXECUTIVE DIRECTOR'S PERFORMANCE. THE BOARD ALSO APPROVED AN OFFICIAL CODE OF CONDUCT AND FINANCIAL POLICIES AND PROCEDURES DOCUMENT. HLF STAFF WORKED WITH A COMMUNICATIONS CONSULTANT TO DEVELOP A MARKETING AND COMMUNICATIONS PLAN FOR THE ORGANIZATION. THE ORGANIZATION'S PRESENCE ON THREE SOCIAL MEDIA PLATFORMS, EMAIL MARKETING, AND WEBSITE MARKETING ALL INCREASED IN TERMS OF DISTRIBUTION AND ENGAGEMENT. HLF UTILIZED THESE COMMUNICATIONS MODALITIES TO INCREASE AWARENESS IN THE COMMUNITY AND AMONG AREA NON-PROFITS OF ITS GRANTMAKING AND PROGRAMMING OPPORTUNITIES. ON SEPTEMBER 21, 2022, HLF HELD ITS FOURTH ANNUAL COMMUNITY MEETING IN PERSON, DRAWING 75 ATTENDEES AND PARTICIPANTS. HLF'S COMMUNITY MEETING IS A COMPONENT OF ITS COMMUNITY ENGAGEMENT AND ACCOUNTABILITY PLAN (ENACTED IN 2020) TO PROVIDE LAKEWOOD RESIDENTS AND STAKEHOLDERS TO LEARN ABOUT HLF'S WORK AND PROGRESS OVER THE PAST YEAR, ASK QUESTIONS OF THE BOARD AND STAFF, AND TO PROVIDE FEEDBACK. HLF'S BOARD ORGANIZES ITS WORK THROUGH FIVE STANDING COMMITTEES: EXECUTIVE; FINANCE; GOVERNANCE; COMMUNITY ENGAGEMENT; AND LEARNING, EVALUATION & ASSESSMENT. THESE COMMITTEES MEET AT LEAST QUARTERLY, DEVELOP ANNUAL PRIORITIES, AND UTILIZE WORK PLANS TO ATTEND TO BOARD BUSINESS OUTSIDE OF HLF'S BI-MONTHLY BOARD MEETINGS. HLF APPOINTED TWO NEW MEMBERS TO ITS BOARD IN 2022 DUE TO ATTRITION. THE BOARD ALSO ELECTED OFFICERS AND RENEWED BOARD TERMS AS IT DOES ANNUALLY AT ITS MARCH ANNUAL MEETING. ADDITIONALLY, HLF'S EXECUTIVE DIRECTOR AND ONE BOARD MEMBER PARTICIPATED ON THE STEERING COMMITTEE OF A COMMUNITY-WIDE HEALTH NEEDS ASSESSMENT, COLLABORATING WITH OTHER STAKEHOLDERS TO CREATE A REPORT AND ACTION PLAN TO ADDRESS SOCIAL DETERMINANTS OF HEALTH WITHIN LAKEWOOD. |
| 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 | AFTER PREPARATION BY AN INDEPENDENT CPA, THE FORM 990 IS REVIEWED BY THE TREASURER, EXECUTIVE DIRECTOR AND FINANCE COMMITTEE. PRIOR TO FILING, HEALTHY LAKEWOOD FOUNDATION CIRCULATES A COPY OF THE FORM 990 BY WAY OF EMAIL FOR REVIEW BY EACH AND EVERY BOARD MEMBER. |
| 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 AREA 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. |