2023-09-27T12:38:25-05:00 2022-12-31 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990PF 2022-01-01 590669460 WINTER PARK HEALTH FOUNDATION INC % RON LAMBERT WINT 4076442300 220 S EDINBURGH DR WINTER PARK FL 327924160 PATRICIA A MADDOX President & CEO 4076442300 2023-08-31 true PATRICIA A MADDOX 999009999 Jacob Cook P01240455 6167747000 3 2022 2023-04-26 12:10:37Z X 135898679 X 27156 2076526 2076526 60022 60022 60022 2685218 31378694 2685749 1695505 6544427 4822297 342944 342944 1832011 58449 1773561 575590 13646 561944 35797 0 0 35797 44830 0 0 44830 835327 775216 60111 313608 245837 3152 197685 992445 0 60022 14927 45094 49625 49625 183211 183211 3171606 3339187 8682853 865390 0 6633989 883875 967325 9566728 865390 0 7601314 -3022301 3956907 900 900 900 2884271 5793819 5793819 10831 7534 10831 10831 617714 586096 586096 7279665 5490234 5490234 96551704 77577213 77577213 18803248 14971262 14971262 36886322 5750473 32037651 31135849 31135849 240007 332475 332475 158422694 135898679 135898679 971168 803587 83450 0 102000 112458 15927510 14379961 17084128 15296006 X 131924721 112444722 9413845 8157951 141338566 120602673 158422694 135898679 141338566 -3022301 265920 138582185 17979512 120602673 INVESTMENTS - SEE STATEMENT 33 31377751 28692002 2685749 2685749 2685749 55001 55001 55001 49965 0 5000 54965 X 556 592 false false false false false true true false true true FL true false false true false true WWW.WPHF.ORG RON LAMBERT 4076442300 220 S EDINBURGH DR WINTER PARK FL 327924160 false false false false true false false false false false false false false false false false false false false false false false SAM STARK 220 S EDINBURGH DR WINTER PARK FL 327924160 CHAIR 5.0 0 0 0 E ANNE MCGEE ED D 220 S EDINBURGH DR WINTER PARK FL 327924160 SECRETARY 2.0 0 0 0 GARRETT JONES 220 S EDINBURGH DR WINTER PARK FL 327924160 TREASURER 2.0 0 0 0 PATRICIA A MADDOX 220 S EDINBURGH DR WINTER PARK FL 327924160 PRESIDENT & CEO 40.0 342944 57310 4800 JUDITH BURNETT PH D 220 S EDINBURGH DR WINTER PARK FL 327924160 TRUSTEE 2.0 0 0 0 ARIANNA BECKER DO 220 S EDINBURGH DR WINTER PARK FL 327924160 TRUSTEE 2.0 0 0 0 BETSY GARDNER ECKBERT 220 S EDINBURGH DR WINTER PARK FL 327924160 TRUSTEE 2.0 0 0 0 SANDY HOSTETTER 220 S EDINBURGH DR WINTER PARK FL 327924160 TRUSTEE 2.0 0 0 0 TONI JENNINGS 220 S EDINBURGH DR WINTER PARK FL 327924160 TRUSTEE 2.0 0 0 0 MARITZA MARTINEZ-GUERRERO MA MBA 220 S EDINBURGH DR WINTER PARK FL 327924160 TRUSTEE 2.0 0 0 0 KAREN VAN CAULIL PH D 220 S EDINBURGH DR WINTER PARK FL 327924160 TRUSTEE 2.0 0 0 0 RONALD N LAMBERT 220 EDINBURGH DR WINTER PARK FL 327924160 CFO 40.0 233790 54585 0 DEBRA L WATSON 220 EDINBURGH DR WINTER PARK FL 327924160 EXECUTIVE VP 40.0 232888 47377 0 ROBIN PARENT 220 EDINBURGH DR WINTER PARK FL 327924160 CONTROLLER 40.0 135070 46991 0 MATTHEW NOE 220 EDINBURGH DR WINTER PARK FL 327924160 EXEC. DIREC. OF CHWB 40.0 100909 13405 0 MELODIE GRIFFIN 220 EDINBURGH DR WINTER PARK FL 327924160 COMM. OUTREACH DIR. 40.0 94851 13776 0 8 Power Wellness Management LLC 851 Oak Creek Drive LOMBARD IL 60148 Wellness Ctr Mgt Co 1198404 Collette's Clean Eats 2005 MIZELL AVENUE SUITE 1100 WINTER PARK FL 32792 restaurant mgmt co. 121865 Fiducient Advisors PO Box 856577 MINNEAPOLIS MN 55485 Invest. Consulting 113000 The London Company 1801 Bayberry Court 301 RICHMOND VA 23226 Investment Manager 79517 PowerNet 8805 Governors Hill DRIVE 250 CINCINNATI OH 45249 Software Consulting 69975 WELLBEING IN THE COMMUNITY (STMT 35) 553263 CENTER FOR HEALTH & WELLBEING PROGRAMMING (STMT 35) 2261466 COMMUNITY PROGRAM FACILITIES (STMT 35) 872528 N/A 106588595 857026 0 107445621 0 107445621 1611684 105833937 5291697 5291697 55001 55001 5236696 31367 5268063 5268063 7601314 0 92118 0 0 7693432 5268063 0 2020 2019 2018 0 3660371 13815801 7320465 2521288 696350 28014275 7693432 0 5268063 2425369 30439644 0 0 0 0 3660371 26779273 13815801 7320465 2521288 696350 2425369 PATRICIA A MADDOX 220 S EDINBURGH DR WINTER PARK FL 328034160 4076442300 PLEASE SEE WEBSITE (WWW.WPHF.ORG) PLEASE SEE WEBSITE (WWW.WPHF.ORG) AN APPLICANT ORGANIZATION MUST BE TAX-EXEMPT AND LOCATED IN AND/OR PROVIDING SERVICES TO RESIDENTS IN THE FOUNDATION'S AREA OF INTEREST (PRIMARLY WINTER PARK, MAITLAND AND EATONVILLE). ALL GRANTS AWARDED MUST BE DIRECTLY RELATED TO THE FOUNDATION'S FOCUS AREA (SEE WEBSITE). SEE STATEMENT 36 220 S EDINBURGH DR winter park FL 327924160 NONE SEE ATTACHED 883875 883875 14 2076526 16 60022 18 2685218 MISCELLANEOUS 1695505 6457249 60022 6517271 5B E THE FOUNDATION LEASES REAL PROPERTY FOR NOMINAL RENT TO IRC SECTION 501(C)(3) ORGANIZATION, EASTER SEALS FLORIDA, THAT PROVIDES SERVICES IN THE FOUNDATION'S FOCUS AREAS TO RESIDENTS IN THE FOUNDATION'S AREA OF INTEREST false false false false false false false false false false X X 1 Susan Lynn Felder Irrevocable Trust 3580 Kinley Brooke Lane Clermont FL 34711 22175 X ACCOUNTING 44830 44830 CORPORATE BONDS 14971262 14971262 STOCKS 14767483 14767483 MUTUAL FUNDS 62809730 62809730 5490234 5490234 LEGAL 35797 35797 TERM LOAN NOTE - TD BANK 14379961 SUN HEALTH STOCK 2275 2275 2275 DEPOSITS - REFUNDABLE 1190 4954 4954 DUE FROM RELATED PARTY 236542 325246 325246 IN-KIND RENTAL EXPENSE 181320 IN-KIND LAND LEASE 84600 UNREALIZED LOSS ON INVESTMENTS 17713592 REPAIRS AND MAINTENANCE 288542 288542 INSURANCE 117730 117730 LEASED EQUIPMENT 13071 13071 MINOR EQUIPMENT 14256 14256 OFFICE SUPPLIES 14887 14887 POSTAGE AND DELIVERY 2987 2987 CONTRACTED STAFF 1327920 1327920 DUES AND SUBSCRIPTIONS 47252 47252 PAYROLL SERVICE 55256 55256 UTILITIES 74746 74746 PROGRAM EXPENSE 126477 126477 MANAGEMENT FEES 113685 113685 BANK SERVICE CHARGES 67946 67946 STAFF TRAINING 9630 9630 MISCELLANEOUS 45036 45036 STAFF SUPPLEMENTAL 1024 1024 DONATIONS 2500 2500 MEMBER ASSESSMENT EXPENSES 848661 848661 ACC/CASH ADJ FOR CHAR EXPENSES 167581 PROGRAM SERVICE REVENUE - CENTER 1676276 LEASE REVENUE 19229 IN-KIND RENTAL INCOME 181320 IN-KIND LAND LEASE 84600 INVESTMENT 775216 775216 CONSULTANTS 60111 60111 PAYROLL 144244 3152 141092 EXCISE TAXES 45000 0 LICENSES 56577 56577 PROPERTY TAXES 16 16 WPHF PROJECT WELLNESS LLC 220 s edinburgh dr WINTER PARK FL 327924160 813520949 To develop foundation's new building (center for health and wellbeing) 0 CENTER FOR HEALTH AND WELLBEING COMM 220 S EDINBURGH DR WINTER PARK FL 327924160 833479927 COMMERICAL CONDO ASSOCIATION 0