2022-11-15T15:53:40-06:00 2021-12-31 111986323 MARCUM LLP ONE SOUTHEAST THIRD AVE SUITE 1100 MIAMI FL 33131 990 2021-01-01 650005383 HFSF GRANTS MANAGEMENT INC HFSF 3053747200 2 S BISCAYNE BLVD 1710 MIAMI FL 33131 ALECIA R DILLON CHIEF FINANCIAL OFFICER 3053747200 2022-11-11 1 ALECIA DILLON 999009999 MICHAEL NOVAK P01074800 3059959600 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LOREEN CHANT 2 S BISCAYNE BLVD SUITE 1710 MIAMI FL 33131 20418177 0 X HTTP://WWW.HFSF.ORG X 2002 FL THE SPECIFIC GOALS OF THE ORGANIZATION ARE TO PROMOTE HEALTHY LIFESTYLES OF INDIVIDUALS. 3 3 0 3 0 7562 483333 867783 0 129979 7821311 8364331 89800 8017 8394444 9370110 2742414 3172588 0 0 1775708 1326738 0 0 0 1722895 2300765 6241017 6800091 2153427 2570019 142405214 164842326 4284415 5828747 138120799 159013579 X THE MISSION OF HEALTH FOUNDATION OF SOUTH FLORIDA IS TO INVEST IN AND BE A CATALYST FOR COLLABORATIONS, POLICY AND SYSTEMS CHANGE THAT IMPROVES THE HEALTH OF SOUTH FLORIDA COMMUNITIES, WITH A FOCUS ON VULNERABLE, LOW TO MODERATE-INCOME POPULATIONS. 0 0 3991964 2587785 SUPPORTING HEALTH EQUITY AND WELL-BEING FOR ALL THROUGH ACCESS TO CARE, SOCIAL NEEDS AND THRIVING COMMUNITIES WITH A FOCUS ON VULNERABLE, LOW TO MODERATE-INCOME POPULATIONS. THIS INCLUDES INCREASING ACCESS TO ROUTINE AND PREVENTIVE MEDICAL CARE; REDUCING HEALTH DISPARITIES BY ADVANCING A COLLABORATIVE SYSTEM ACCROSS SECTORS, THAT ENABLES AND FACILITATES THE INTEGRATION OF SOCIAL NEEDS AND HEALTH CARE; AND, IMPROVING THE SOCIAL AND ECONOMIC CONDITIONS THAT PROMOTE PHYSICAL, MENTAL AND EMOTIONAL WELL-BEING. 613975 327376 HFSF ESTABLISHED A HEALTHCARE COLLABORATIVE RESULTING IN A COORDINATED NETWORK OF ACCESS POINTS IN MONROE COUNTY THAT WILL INCREASE ACCESS TO AND SCOPE OF PRIMARY CARE SERVICES FOR LOW-INCOME CHILDREN AND ADULTS IN THE COUNTY. ACCESS TO COMPREHENSIVE AND AFFORDABLE HEALTH CARE SERVICES IS IMPORTANT FOR THE ACHIEVEMENT OF HEALTH EQUITY AND FOR INCREASING THE QUALITY OF LIFE FOR ALL. TO HELP CLOSE THIS GAP HFSF IS WORKING TO STREAMLINE THE COLLABORATIVE EFFORTS BY RURAL HEALTH PROVIDERS WORKING TOGETHER WITH THE INTENDED OUTCOME OF BETTER RESULTS FOR PATIENTS IN UNDERSERVED COMMUNITIES. 431025 120000 THE ORGANIZATION'S ADMINISTRATIVE GRANTS PROGRAM ARE FOR SMALLER GRANTS TYPICALLY RANGING IN SIZE FROM $1,500 TO $30,000 AND MUST BE APPROVED BY BOTH THE VICE PRESIDENT OF OPERATIONS/STRATEGY AND THE PRESIDENT/CEO. ADMINISTRATIVE GRANTS ARE USED TO SUPPORT ONE-TIME COSTS AND SMALL PROJECTS TYPICALLY LASTING LESS THAN A YEAR. 312126 137427 NURSING SCHOLARSHIP PROGRAMS, AGE FRIENDLY INITIATIVE, AND OTHER GRANT PROGRAMS 312126 137427 5349090 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 0 1 1 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X ALECIA R DILLON 3053747200 2 S BISCAYNE BLVD SUITE 1710 MIAMI FL 33131 MELIDA AKITI CHAIRWOMAN 0.50 0.50 X X 0 0 0 MICHAEL DE LUCCA VICE CHAIRMAN 0.50 0.50 X 0 0 0 BARBARA FONTE SECRETARY 0.50 0.50 X 0 0 0 LOREEN CHANT PRESIDENT/CEO 34.00 6.00 X 214890 38578 11018 KATHY ANTIEAU CFO/TREASURER 34.00 6.00 X 264145 46614 31529 ALECIA DILLON CFO 34.00 6.00 X 37570 6745 31 JANISSE SCHOEPP VP STRATEGY 34.00 6.00 X 154966 27832 18627 671571 119769 61205 3 0 1 0 CALLAN LLC 600 MONTGOMERY STREET SUITE 800 SAN FRANCISCO CA 94111 INVESTMENT CONSULTING 427631 1 867783 867783 PROGRAM SERVICE REVENUE 129979 129979 129979 1913645 1913645 17498753 11048067 6450686 6450686 6450686 OTHER INCOME 8017 8017 8017 9370110 2051641 0 6450686 3172588 3172588 727548 436529 291019 331978 199187 132791 57874 34724 23150 144893 86936 57957 64445 38667 25778 25731 15439 10292 15782 9469 6313 427631 256579 171052 487847 292708 195139 10737 6442 4295 99739 59843 39896 20300 12180 8120 171566 102940 68626 184289 110573 73716 31991 19195 12796 COVID 19 CAMPAIGN EXPEN 713415 428049 285366 COMMUNITY SPONSORSHIPS 97061 58237 38824 MISCELLANEOUS 10080 6048 4032 BANK CHARGES AND FEES 2467 1480 987 2129 1277 852 6800091 5349090 1451001 0 324656 216525 259621 213852 98406 0 16000 0 8039 8243 112612349 120993012 29086143 43410694 142405214 164842326 290159 224754 1875610 2252646 2118646 3351347 4284415 5828747 X 138120799 159013579 138120799 159013579 142405214 164842326 2570019 18322761 0 X 0 1 X 1 0 X X 1 HEALTH FOUNDATION OF SOUTH FLORIDA INC 650005384 3 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE C, PART I-A, LINE 1 THE ORGANIZATION FILED FORM 5768 DURING THE 2019 TAX YEAR. 0 ALTERNATIVE INVESTMENT FUNDS 43410694 F 43410694 DUE TO AFFILIATES 3351347 3351347 X PART X, LINE 2: GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. IF THE ORGANIZATION WERE TO INCUR AN INCOME TAX LIABILITY IN THE FUTURE, INTEREST AND PENALTIES WOULD BE REPORTED AS INCOME TAXES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 BROWARD COLLEGE FOUNDATION INC 111 EAST LAS OLAS BLVD 11TH FLOOR FORT LAUDERDALE FL 33301 237181959 501(C)3 7500 0 NURSING SCHOLARSHIPS 2021-2022 BROWARD REGIONAL HEALTH PLANNING COUNCIL 200 OAKWOOD LANE SUITE 100 HOLLYWOOD FL 33020 592274772 501(C)3 250000 0 BROWARD ACA SUBSIDY & TAX CREDIT ELIGIBILITY AWARENESS, EDUCATION AND ENROLLMENT CATALYST MIAMI INC PO BOX 381949 MIAMI FL 332381949 650690368 501(C)3 30000 0 FUTURE BOUND MIAMI: EVERY STUDENT SAVES - YEAR 3 CATALYST MIAMI INC PO BOX 381949 MIAMI FL 332381949 650690368 501(C)3 353430 0 HEALTH UP! INSURING MORE MIAMI-DADE RESIDENTS CENTRO CAMPESINO FARMWORKER CENTER PO BOX 343449 35801 SW 186 AVENUE FLORIDA CITY FL 33034 591460598 501(C)3 125000 0 SOUTH DADE COVID 19 ACTION INITIATIVE (PHASE 2) CENTRO CAMPESINO FARMWORKER CENTER PO BOX 343449 35801 SW 186 AVENUE FLORIDA CITY FL 33034 591460598 501(C)3 75000 0 SOUTH DADE COVID 19 ACTION INITIATIVE (PHASE 3 - CONTINUATION) CHILDREN'S BEREAVEMENT CENTER INC 6619 SOUTH DIXIE HWY 302 MIAMI FL 33143 650918564 501(C)3 15000 0 GRIEF AND TRAUMA RESOURCE FOR SURFSIDE VICTIMS FAMILIES AND FRIENDS CITY OF MIAMI GARDENS 18605 NW 27TH AVENUE MIAMI GARDENS FL 33056 113695944 115(1) 25190 0 COVID 19 RACIAL AND ETHNIC DISPARITIES PROJECT FLORIDA INTERNATIONAL UNIVERSITY 11200 SW 8TH STREET - AHC3-524 MIAMI FL 33199 650177616 501(C)3 17500 0 NURSING SCHOLARSHIPS 2021-2022 FLORIDA KEYS AREA HEALTH EDUCATION CENTER INC 5800 OVERSEAS HWY STE 38 MARATHON FL 33050 650183810 501(C)3 25000 0 SMILEMAKER: MOBILE DENTAL PROGRAM SERVING CHILDREN AND YOUTH IN THE FLORIDA KEYS HAITIAN NEIGHBORHOOD CENTER SANT LA INC 13390 WEST DIXIE HIGHWAY NORTH MIAMI FL 33161 651080680 501(C)3 15000 0 NOU PAP PRAN, NOU PAP BAY. HEALTH COUNCIL OF SOUTH FLORIDA 7875 NW 12TH STREET SUITE 118 MIAMI FL 33126 592268478 501(C)3 372790 0 CONNECT TO HEALTH MIAMI LIVE HEALTHY LITTLE HAVANA 515 SW 12TH AVENUE STE 525 MIAMI FL 33130 831880728 501(C)3 78340 0 LITTLE HAVANA COVID-19 OUTREACH TEAM ( PHASE 2 - CONTINUATION) HISPANIC UNITY OF FLORIDA 5840 JOHNSON STREET HOLLYWOOD FL 33021 592230272 501(C)3 131627 0 ACCESS TO CORONAVIRUS INFORMATION, TESTING AND VACCINATIONS HISPANIC UNITY OF FLORIDA 5840 JOHNSON STREET HOLLYWOOD FL 33021 592230272 501(C)3 300989 0 TE AYUDO MIAMI HOMES FOR ALL INC 1951 NW 7TH AVENUE 300 MIAMI FL 33136 592521237 501(C)3 200000 0 CIVIC ENGAGEMENT FOR PUBLIC LAND MIAMI WORKERS CENTER INC 745 NW 54TH ST MIAMI FL 33137 650942224 501(C)3 10000 0 CORE OPERATING SUPPORT MOUNT OLIVE DEVELOPMENT CORPORATION 1819 NW THIRD COURT FT LAUDERDALE FL 33311 650548855 501(C)3 69987 0 MODCO CARES COVID RELIEF: BLACK COMMUNITY VACCINE ENGAGEMENT MOUNT OLIVE DEVELOPMENT CORPORATION 1819 NW THIRD COURT FT LAUDERDALE FL 33311 650548855 501(C)3 87711 0 COVID RELIEF: BLACK COMMUNITY VACCINE ENGAGEMENT (PHASE 2 - CONTINUATION) OPA-LOCKA COMMUNITY DEVELOPMENT CORPORATION 490 OPA-LOCKA BLVD SUITE 20 OPALOCKA FL 33054 592106635 501(C)3 25600 0 EDUCATE, PROTECT, VACCINATE OVERTOWN YOUTH CENTER INC 450 NW 14 STREET MIAMI FL 33136 651048896 501(C)3 5500 0 TECHNICAL ASSISTANCE FOR GRANT WRITING SERVICES FOR THE HERMIAMI PROJECT THE MIAMI FOUNDATION 40 NW 3RD STREET SUITE 305 MIAMI FL 33128 650350357 501(C)3 20000 0 HAITI RELIEF THE MIAMI FOUNDATION 40 NW 3RD STREET SUITE 305 MIAMI FL 33128 650350357 501(C)3 25000 0 THRIVE 305 TALKING TRANSITION THE MIAMI FOUNDATION 40 NW 3RD STREET SUITE 305 MIAMI FL 33128 650350357 501(C)3 30000 0 HELP THE HELPERS MIAMI-DADE TOWN SQUARE NEIGHBORHOOD DEVELOPMENT CORPORATION MUSEUM TOWER 150 WEST FLAGLER STREET SUITE 2200 MIAMI FL 33130 453056903 501(C)3 30000 0 THE UNDERDECK UNITED WAY OF BROWARD COUNTY 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 590624402 501(C)3 30000 0 HELP THE HELPERS BROWARD UNITED WAY OF MIAMI-DADE COUNTY THE ANSIN BUILDING 3250 SW THIRD AVENUE FORT LAUDERDALE FL 331292712 590830840 501(C)3 15000 0 DRIVER'S LICENSE SUSPENSION TASK FORCE URBAN HEALTH PARTNERSHIPS INCORPORATED 1800 SW 1ST AVENUE MIAMI FL 33129 453332540 501(C)3 30000 0 COVID 19 VACCINE, EDUCATION AND NAVIGATION CAMPAIGN URBAN HEALTH PARTNERSHIPS INCORPORATED 1800 SW 1ST AVENUE MIAMI FL 33129 453332540 501(C)3 50000 0 MIAMI-DADE AGE-FRIENDLY INITIATIVE - YEAR 9 URBAN LEAGUE OF BROWARD COUNTY 560 NW 27TH AVENUE FORT LAUDERDALE FL 33311 591564384 501(C)3 55000 0 ADVANCE THE VAX FL KEYS AHEC INC 5800 OVERSEAS HWY STE 38 MARATHON FL 33050 650183810 501(C)3 48133 0 KEYS AHEC-MONROE COUNTY ACCESS TO CARE COLLABORATIVE FL KEYS AHEC INC 5800 OVERSEAS HWY STE 38 MARATHON FL 33050 650183810 501(C)3 48133 0 KEYS AHEC-MONROE COUNTY ACCESS TO CARE COLLABORATIVE GOOD HEALTH CLINIC 91555 OVERSEAS HWY SUITE 2 TAVERNIER FL 33070 043745805 501(C)3 48015 0 GHC-MONROE COUNTY ACCESS TO CARE COLLABORATIVE GOOD HEALTH CLINIC 91555 OVERSEAS HWY SUITE 2 TAVERNIER FL 33070 043745805 501(C)3 48015 0 GHC-MONROE COUNTY ACCESS TO CARE COLLABORATIVE WOMANKIND INC 1511 TRUMAN AVE KEY WEST FL 33040 651003208 501(C)3 52540 0 WK-MONROE COUNTY ACCESS TO CARE COLLABORATIVE WOMANKIND INC 1511 TRUMAN AVE KEY WEST FL 33040 651003208 501(C)3 52540 0 WK-MONROE COUNTY ACCESS TO CARE COLLABORATIVE BIG BROTHERS BIG SISTERS OF BROWARD COUNTY 4101 RAVENSWOOD ROAD SUITE 202 FORT LAUDERDALE FL 33312 591507595 501(C)3 20000 0 TECHNOLOGY PLATFORM FOR DONOR MATCH PROGRAM LEGAL AID SERVICE OF BROWARD COUNTY 491 N STATE RD 7 PLANTATION FL 33317 591547191 501(C)3 268785 0 MEMORIAL PRIMARY CARE MEDICAL LEGAL PROGRAM PHASE II JAMES WILSON BRIDGES MD MEDICAL SOCIETY 2014 NW 139 TERRACE PEMBROKE PINES FL 33028 262604742 501(C)3 124721 0 KEEPING THE FAITH TO FIGHT COVID19 (PHASE 2) 38 1 PART I, LINE 2 GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS IN 6 MONTH INCREMENTS THROUGHOUT THE DURATION OF THE GRANT PERIOD. THE PROGRESS REPORT INCLUDES AN EXPENSE REPORT DETAILING HOW THE FUNDS WERE SPENT. THE GRANTS TEAM REVIEWS THE PROGRESS REPORT AND FINAL REPORTS TO ENSURE THE GRANTEES ARE IN COMPLIANCE WITH THE GRANT REQUIREMENTS. THE GRANT DEPARTMENT CREATES SUMMARIES OF ALL PROGRESS REPORTS THROUGHOUT THE YEAR AS THEY ARE RECEIVED, AND FILES THE SUMMARIES INTO THE BOARD BOOK SO THEY MAY BE REVIEWED BY THE BOARD. PAYMENTS ARE TIED TO SUCCESSFUL REVIEW OF PROGRESS AND FINAL REPORTS. IF THERE ARE ANY ISSUES WITH PERFORMANCE OR COMPLIANCE, STAFF HAS THE OPTION TO RESCIND THE GRANT. X X 0 1 0 0 0 0 0 0 0 KATHY ANTIEAU CFO/TREASURER 264145 46614 0 0 0 0 9456 1669 17343 3061 290944 51344 0 0 LOREEN CHANT PRESIDENT/CEO 214890 38578 0 0 0 0 0 0 9365 1653 224255 40231 0 0 JANISSE SCHOEPP VP STRATEGY 154966 27832 0 0 0 0 11031 1947 4802 847 170799 30626 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED. THE BOARD REVIEWS THE 990 FOR ACCURACY AND A FINAL VERSION IS SIGNED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. BEFORE A NEW MEMBER IS VOTED ONTO THE BOARD, THEIR INDEPENDENCE IS REVIEWED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HEALTH FOUNDATION OF SOUTH FLORIDA INC 2 SOUTH BISCAYNE BOULEVARD ST MIAMI FL 33131 650005384 HEALTH FL 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SCHEDULE R, PART V, LINE 1O HEALTH FOUNDATION OF SOUTH FLORIDA, INC, THE PARENT ORGANIZATION, IS RESPONSIBLE FOR FILING ALL PAYROLL RELATED FORMS. THE COST OF THE PAYROLL IS SHARED BETWEEN HEALTH FOUNDATION OF SOUTH FLORIDA, INC. AND ITS SUPPORTING ORGANIZATION, HFSF GRANTS MANAGEMENT, INC.