2023-03-25T06:21:56-04:00 2022-12-31 341602442 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 7555 FREDLE DR STE 110 CONCORD OH 44077 990 2022-01-01 832537125 HEALTHY LAKEWOOD FOUNDATION HEAL 2162066749 P O BOX 770230 LAKEWOOD OH 44107 CURT BROSKY TREASURER 2023-03-03 true CURT BROSKY XXX-XX-XXXX true ROLLAND B STANDISH P00169705 4409512997 2023-03-25 2022 2023-04-26 12:10:37Z KHALILAH WORLEY BILLY PO BOX 770230 LAKEWOOD OH 44107 4718401 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 15 0 597856 4723684 0 397891 -5283 0 995747 4718401 197688 519500 0 53825 128498 0 0 109941 130823 361454 778821 634293 3939580 15098403 16846391 1896 4169 15096507 16842222 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 687717 519500 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. 687717 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 6 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 false false true false false OH X X KATE INGERSOLL 2162066749 PO BOX 770230 LAKEWOOD OH 44107 KATE INGERSOLL EXECUTIVE DI 40.00 X 100000 0 3000 KHALILAH WORLEY BILLY PRESIDENT 2.00 X X 0 0 0 REBECCA BAAS CO-VICE PRES 2.00 X X 0 0 0 CHARLES GARVEN CO-VICE PRES 2.00 X X 0 0 0 CURT BROSKY TREASURER 2.00 X X 0 0 0 MELISSA FEDERMAN SECRETARY 2.00 X X 0 0 0 ROLAND ANGLIN DIRECTOR 1.25 X 0 0 0 LAURA CHALKER DIRECTOR 1.25 X 0 0 0 WARREN COLEMAN DIRECTOR 1.25 X 0 0 0 KIRSTIN CRACIUN DIRECTOR 1.25 X 0 0 0 HEIDI HILTY DIRECTOR 1.25 X 0 0 0 FRED JORGENSEN DIRECTOR 1.25 X 0 0 0 RICK KEMM DIRECTOR 1.25 X 0 0 0 COURTNEY NOSTER DIRECTOR 1.25 X 0 0 0 ERIN RECHIN MURPHY DIRECTOR 1.25 X 0 0 0 CHITRA WALKER DIRECTOR 1.25 X 0 0 0 100000 3000 false false false 4723684 4723684 -5283 -5283 4718401 -5283 519500 519500 100000 90000 10000 16402 16402 3010 2709 301 9086 8305 781 2834 2834 8003 8003 53439 53439 42172 25935 16237 101 101 929 525 404 7052 7052 3036 3036 8318 8318 1939 1939 DONATIONS 3000 3000 778821 687717 91104 0 14797 29419 446644 408733 14636962 16408239 15098403 16846391 1896 4169 1896 4169 X 15096507 16842222 15096507 16842222 15098403 16846391 3939580 -2193865 X false false false X 8300000 585081 4894562 597856 4723684 19101183 8300000 585081 4894562 597856 4723684 19101183 19101183 17736 258167 295812 397891 -5283 964323 20065506 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true LAKEWOOD COMMUNITY SERVICES CENTER 14230 MADISON AVE LAKEWOOD OH 44107 341446497 C3 94155 FOOD PROGRAMS LAKEWOODALIVE 14701 DETROIT AVE LAKEWOOD OH 44107 550793987 C3 16000 SENIORS ASSIST ASIAN SERVICES IN ACTION INC 3631 PERKINS AVE CLEVELAND OH 44114 341798850 C3 15000 REFUGEE/IMMIG ASST WEST 117 FOUNDATION 14665 MORGAN TRAIL NOVELTY OH 44072 851077305 C3 25000 LGBTQ+ YOUTH SPORTS BARTON CENTER 14300 DETROIT AVE LAKEWOOD OH 44107 340933033 C3 15000 SENIORS PROGRAM LAKEWOOD PUBLIC LIBRARY 15425 DETROIT AVE LAKEWOOD OH 44107 346001640 GOV 6000 CHILD READING PROG REACH OUT AND READ GRTR CLEVELAND 4340 STATE RD CLEVELAND OH 44109 341931851 C3 10000 EARLY CHILDHOOD PROG LAKEWOOD CITY SCHOOLS 13701 LAKE AVE LAKEWOOD OH 44107 346001631 GOV 8000 COMM SWIM LESSONS LAKEWOOD CITY SCHOOLS 13701 LAKE AVE LAKEWOOD OH 44107 346001631 GOV 10000 COVID RESPONSE LAKEWOOD FOUNDATION 12525 LAKE AVE LAKEWOOD OH 44107 311529669 C3 41330 COMMUNITY PROGRAMS EMERALD DEV & ECON NETWORK 7812 MADISON AVE LAKEWOOD OH 44102 341667990 C3 20000 PROP INCENTIVE FUND YOUTH OPPORTUNITIES UNLIMITED 1228 EUCLID AVE CLEVEAND OH 44115 341381135 C3 25000 YOUTH EMPLOY PROGRAM NEIGHBORHOOD FAMILY PRACTICE 4115 BRIDGE AVE CLEVELAND OH 44113 341300581 C3 40000 EQUIT HEALTH CARE THE LEGAL AID SOCIETY OF CLEVELAND 1223 WEST SIXTH STREET CLEVELAND OH 44113 340866026 C3 40000 COMMUNITY ASSISTANCE CONNECTING FOR KIDS PO BOX 45372 WESTLAKE OH 44145 451689767 C3 10000 COVID RESPONSE GRANT THE LITERACY COOPERATIVE 1422 EUCLID AVE CLEVELAND OH 44115 900453660 C3 10000 READING PROGRAM GIGI'S PLAYHOUSE CLEVELAND 15316 DETROIT AVE LAKEWOOD OH 44107 474179667 C3 10000 HEALTH PROGRAM HELP FOUNDATION INC 26900 EUCLID AVE EUCLID OH 44132 341617051 C3 10000 EXERCISE PROGRAM TRIALS FOR HOPE 4321 BRIDGE AVE CLEVELAND OH 44107 464411874 C3 10000 FOOD AND BASIC NEEDS LAKEWOOD YOUNG FILMMAKERS ACADEMY 13535 DETROIT AVE LAKEWOOD OH 44107 823075350 C3 7000 YOUTH PROGRAMMING LAKEWOOD PRESBYTERIAN CHURCH 14502 DETROIT AVE LAKEWOOD OH 44107 121234567 CHURCH 5250 JUSTICE PROGRAM CENTER FOR COMMUNITY SOLUTIONS 1501 EUCLID AVE CLEVELAND OH 44115 340714723 C3 5600 GIFT CARDS SURVEY ASSISTANCE CITY OF LAKEWOOD 12650 DETROIT AVE LAKEWOOD OH 44107 346001633 GOV 64865 NEIGHB PARAMEDIC PGM 22 1 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 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. 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.