WINTER HAVEN HOSPITAL FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WINTER HAVEN HOSPITAL FOUNDATION INC (EIN 03-0406130)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-12-14
- IRS object ID
- 202223489349300012
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-14T08:25:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593040705 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERO GORDIMER & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 172359 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030406130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTER HAVEN HOSPITAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 8632931121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 AVENUE F NE | AddressLine1Txt |
| City | WINTER HAVEN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33881 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL L THOMAS | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8632931121 | PhoneNum |
| Signature | 2022-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | THOMAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAM A LAZZARA | PreparerPersonNm |
| PTIN | P01342929 | PTIN |
| Phone | 8138757774 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOEL L THOMAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 AVENUE F NE | AddressLine1Txt |
| City | WINTER HAVEN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,052,417 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WHHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE WINTER HAVEN HOSPITAL FOUNDATION IS TO PROVIDE AN EFFECTIVE CHANNEL FOR INDIVIDUALS AND ORGANIZATIONS THAT WISH TO SUPPORT WINTER HAVEN HOSPITAL IN ITS MISSION TO IMPROVE THE HEALTH OF THE COMMUNITY BY PROVIDING HIGH-QUALITY COMPASSIONATE CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $594,617 | PYContributionsGrantsAmt |
| CY Contributions Grants | $549,956 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $668,073 | PYInvestmentIncomeAmt |
| CY Investment Income | $932,724 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,450 | PYOtherRevenueAmt |
| CY Other Revenue | $180,794 | CYOtherRevenueAmt |
| PY Total Revenue | $1,291,140 | PYTotalRevenueAmt |
| CY Total Revenue | $1,663,474 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $373,536 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $722,816 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $433,495 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $459,606 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $417,021 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $215,920 | PYOtherExpensesAmt |
| CY Other Expenses | $338,187 | CYOtherExpensesAmt |
| PY Total Expenses | $1,022,951 | PYTotalExpensesAmt |
| CY Total Expenses | $1,520,609 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $268,189 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $142,865 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,313,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,681,169 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,038,618 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,260,240 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,274,416 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,420,929 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AN EFFECTIVE CHANNEL FOR INDIVIDUALS AND ORGANIZATIONS THAT WISH TO SUPPORT WINTER HAVEN HOSPITAL IN ITS MISSION TO IMPROVE THE HEALTH OF THE COMMUNITY BY PROVIDING HIGH-QUALITY COMPASSIONATE CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $722,816 | ExpenseAmt |
| Grant | $722,816 | GrantAmt |
| Desc | WINTER HAVEN HOSPITAL FOUNDATION, INC. (THE "FOUNDATION"), IS A NOT-FOR-PROFIT CHARITABLE ORGANIZATION WHOSE PRIMARY PURPOSE IS TO RAISE PHILANTHROPIC FUNDS TO SUPPORT WINTER HAVEN HOSPITAL, INC.'S (THE "HOSPITAL") HEALTHCARE MISSION. CURRENTLY, THE FOUNDATION IS ADMINISTERING MAJOR GIFTS PROGRAM DESIGNED TO ACQUIRE FUNDING FOR A NUMBER OF INTIATIVES FOR THE HOSPITAL INCLUDING: SUPPORT FOR VARIOUS HOSPITAL DEPARTMENTS, SUCH AS THE FSU FAMILY MEDICINE RESIDENCY PROGRAM, THE COLLEGE OF PSYCHOLOGY INTERNSHIP PROGRAM WITH THE FL INSTITUTE OF TECHNOLOGY, THE THE BOSTICK HEART CENTER, WINTER HAVEN WOMEN'S HOSPITAL, AS WELL AS SUPPORT FOR HOSPITAL EMPLOYEES AFTER A DEVASTATING LIFE EVENT. | Desc |
| Total Program Service Expenses | $722,816 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL L THOMAS | PersonNm |
| Phone | 8632931121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 AVE F NE | AddressLine1Txt |
| City | WINTER HAVEN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33881 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LANCE ANASTASIO | ||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NATHAN P FALK MD | ||||||
| 1ST VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID JOHNSON | ||||||
| SEC./TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENT PARRISH | ||||||
| 2ND VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR DAVID EVANS | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BUD STRANG | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN GUSTAFSON | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAN HYMAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DON INGRAM | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA KAUFFMAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE LYON | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR MIKE MAHALAK | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MCGRATH | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN MCGEE | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARIE MIXON | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN OAKLEY | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR JUAN RIVERA | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN O SCHWENK | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN SWAIN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BET TUCKER | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD STRAUGHN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL L THOMAS | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $181,329 | $0 | $26,310 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $181,329 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,310 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $378,324 | FundraisingAmt |
| All Other Contributions | $171,632 | AllOtherContributionsAmt |
| Total Contributions | $549,956 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,563 | TotalRevenueColumnAmt |
| Exclusion | $77,563 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,202,864 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $347,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $855,161 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $855,161 | TotalRevenueColumnAmt |
| Exclusion | $855,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $222,034 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $378,324 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $41,240 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,794 | TotalRevenueColumnAmt |
| Exclusion | $180,794 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,663,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,113,518 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,816 | TotalAmt |
| Program Services | $722,816 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,329 | TotalAmt |
| Management And General | $54,399 | ManagementAndGeneralAmt |
| Fundraising | $126,930 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,796 | TotalAmt |
| Management And General | $80,134 | ManagementAndGeneralAmt |
| Fundraising | $110,662 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,315 | TotalAmt |
| Management And General | $7,692 | ManagementAndGeneralAmt |
| Fundraising | $10,623 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,866 | TotalAmt |
| Management And General | $18,844 | ManagementAndGeneralAmt |
| Fundraising | $26,022 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,300 | TotalAmt |
| Management And General | $10,206 | ManagementAndGeneralAmt |
| Fundraising | $14,094 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,458 | TotalAmt |
| Management And General | $13,928 | ManagementAndGeneralAmt |
| Fundraising | $19,530 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,691 | TotalAmt |
| Management And General | $94,691 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,316 | TotalAmt |
| Management And General | $25,960 | ManagementAndGeneralAmt |
| Fundraising | $37,356 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,432 | TotalAmt |
| Management And General | $997 | ManagementAndGeneralAmt |
| Fundraising | $1,435 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,839 | TotalAmt |
| Management And General | $6,905 | ManagementAndGeneralAmt |
| Fundraising | $9,934 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,178 | TotalAmt |
| Management And General | $7,453 | ManagementAndGeneralAmt |
| Fundraising | $10,725 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,761 | TotalAmt |
| Management And General | $12,202 | ManagementAndGeneralAmt |
| Fundraising | $17,559 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644 | TotalAmt |
| Management And General | $674 | ManagementAndGeneralAmt |
| Fundraising | $970 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,112 | TotalAmt |
| Management And General | $2,096 | ManagementAndGeneralAmt |
| Fundraising | $3,016 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MISCELLANEOUS | $47,737 | $19,572 | $28,165 |
| BAD DEBT EXPENSE | $25,019 | $25,019 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520,609 | TotalAmt |
| Program Services | $722,816 | ProgramServicesAmt |
| Management And General | $380,772 | ManagementAndGeneralAmt |
| Fundraising | $417,021 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,007,565 | BOYAmt |
| EOY | $1,203,988 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,640 | BOYAmt |
| EOY | $3,173 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,743 | BOYAmt |
| EOY | $250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,933,378 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,127 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,887,363 | BOYAmt |
| EOY | $4,882,251 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,054,223 | BOYAmt |
| EOY | $15,291,681 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,500 | BOYAmt |
| EOY | $299,826 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,313,034 | BOYAmt |
| EOY | $21,681,169 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,726 | BOYAmt |
| EOY | $19,465 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,820,437 | BOYAmt |
| EOY | $2,121,182 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,094 | BOYAmt |
| EOY | $18,131 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,361 | BOYAmt |
| EOY | $101,462 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,038,618 | BOYAmt |
| EOY | $2,260,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,197,918 | BOYAmt |
| EOY | $12,918,994 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,076,498 | BOYAmt |
| EOY | $6,501,935 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,274,416 | BOYAmt |
| EOY | $19,420,929 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,313,034 | BOYAmt |
| EOY | $21,681,169 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $142,865 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,003,648 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $738,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $747,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $718,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $753,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $771,990 | CurrentTaxYearAmt |
| Total | $3,729,234 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $738,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $747,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $718,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $753,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $771,990 | CurrentTaxYearAmt |
| Total | $3,729,234 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $168,372 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,560,862 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $347,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $278,250 | CurrentTaxYearAmt |
| Total | $1,340,151 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $16,489 | CurrentTaxYearMinus2YearsAmt |
| Total | $16,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,085,874 | TotalSupportAmt |
| Public Support CY170 | 0.70010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,129,672 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $277,510 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,407,182 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,889,076 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $246,596 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,129,672 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,542,837 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $356,239 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,889,076 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,639,402 | BeginningYearBalanceAmt |
| Contributions | $1,400 | ContributionsAmt |
| Investment Earnings Or Losses | -$91,967 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,542,835 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,419,756 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $229,946 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,300 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,639,402 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.40000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,856,688 | OtherCostOrOtherBasisAmt |
| Book Value | $4,856,688 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,690 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,127 | DepreciationAmt |
| Book Value | $25,563 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,882,251 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO WINTER HAVEN HOSPITAL | Desc |
| Amt | $101,462 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $101,462 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,651,179 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,003,648 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $37,508 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,041,156 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,610,023 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $94,691 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$41,240 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $53,451 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,663,474 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,504,666 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $37,508 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $41,240 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $78,748 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,425,918 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $94,691 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $94,691 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,520,609 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION RECEIVED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) ON MAY 20, 2004. THE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE FOUNDATION HAS NO UNRELATED BUSINESS INCOME. THE FOUNDATION FILES FORM 990 (RETURN OF ORANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THE RETURN IS FILED, IT IS CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINITY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS COMMON TO FOUNDATIONS INCLUDE SUCH MATTERS AS THE TAX-EXEMPT STATUS OF EACH ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE "MORE LIKELY THAN NOT" RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY TO BE REALIZED ON A SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. AS OF DECEMBER 31, 2021 AND 2020, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. WITH FEW EXCEPTIONS, TAX RETURNS PRIOR TO 2017 ARE CLOSED TO REVIEW BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EVENT EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES |
| PART V, LINE 4 | THE ENDOWMENT FUNDS ARE USED FOR BOTH CAPITAL IMPROVEMENTS AND SCHOLARSHIPS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA AUCTION | Event1Nm |
| Gross Receipts Event1 | $189,049 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $150,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,049 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,035 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,810 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $256 | OtherDirectExpensesEvent1Amt |
| Event2 | FORE THE LOVE GOLF & TE | Event2Nm |
| Gross Receipts Event2 | $119,166 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $94,700 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,466 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,175 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,800 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,417 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $292,143 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $133,624 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $158,519 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $4,320 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,427 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $600,358 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $378,324 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $222,034 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,210 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,930 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,100 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,240 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $180,794 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WINTER HAVEN HOSPITAL INC | |||||||
| 200 AVENUE F NE | WINTER HAVEN | FL | 33881 | 590724462 | $125,000 | $0 | ADMINISTRATIVE FEE PAID TO FSU ON BEHALF OF THE HOSPITAL FOR ESTABLISHING AND MAINTAINING THE ACGME PROGRAM |
| WINTER HAVEN HOSPITAL INC | |||||||
| 200 AVENUE F NE | WINTER HAVEN | FL | 33881 | 590724462 | $7,337 | $0 | TO PROVIDE ASSISTANCE TO THE CENTER FOR BEHAVIORAL HEALTH |
| WINTER HAVEN HOSPITAL INC | |||||||
| 200 AVENUE F NE | WINTER HAVEN | FL | 33881 | 590724462 | $63,327 | $0 | TO PROVIDE SUPPORT AND ASSISTANCE TO THE HOSPITALS NICU |
| FLORIDA INSTITUTE OF TECHNOLOGY | |||||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | 596046500 | $130,000 | $0 | TO ESTABLISH AND MAINTAIN THE INTERNSHIP THROUGH THE COLLEGE OF PSYCHOLOGY PROGRAM AT THE WINTER HAVEN HOSPITAL. |
| WINTER HAVEN HOSPITAL INC | |||||||
| 200 AVENUE F NE | WINTER HAVEN | FL | 33881 | 590724462 | $315,489 | $0 | SUPPORT OF OTHER PROGRAMS OF THE HOSPITAL INCLUDING: FAMILY MEDICINE RESIDENCY, SWEET CENTER DIGITAL SIGN, MOBILE MEDICAL CLINIC, FIT PSYD TRAINING PROGRAM, COVID FUND AND OTHERS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL L THOMAS | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $181,329 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,769 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,541 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $207,639 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT AUCTION/RAFFLE | Desc |
| Contribution | 80 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE WINTER HAVEN HOSPITAL FOUNDATION, INC. IS MID-FLORIDA MEDICAL SERVICES, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | MID-FLORIDA MEDICAL SERVICES, INC. SHALL ELECT AND REMOVE BOARD MEMBER OF THE WINTER HAVEN HOSPITAL FOUNDATION, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE POWER TO MAKE, ALTER, AMEND, REPEAL OR ADOPT THE BYLAWS SHALL BE VESTED IN THE BOARD OF TRUSTEES OF THE FOUNDATION AND WILL REQUIRE APPROVAL OF THE SOLE MEMBER'S BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHAIRMAN AND THE CEO OF WINTER HAVEN HOSPITAL FOUNDATION INITIALLY REVIEWS THE FORM 990. AFTER THEIR REVIEW IS COMPLETED, THE FINAL FORM 990 IS THEN FILED AND SUBSEQUENTLY PROVIDED TO BOARD MEMBERS, INCLUDING ALL VOTING MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHAIRMAN OF THE BOARD OF DIRECTORS INQUIRES AT LEAST ANNUALLY IF THERE ARE ANY CONFLICTS OF INTEREST. IN ADDITION, ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS SETS COMPENSATION FOR THE PRESIDENT OF THE FOUNDATION. THE EXECUTIVE COMPENSATION COMMITTEE CONSISTS OF FOUR MEMBERS, ALL OF WHOM ARE INDEPENDENT. THE EXECUTIVE COMPENSATION COMMITTEE HAS USED THE CONSULTING FIRM OF SULLIVAN AND COTTER TO ADVISE THEM ABOUT EXECUTIVE COMPENSATION AND TO PROVIDE THEM WITH COMPARABLE DATA. MINUTES OF THE EXECUTIVE COMPENSATION COMMITEE MEETINGS ARE KEPT AND RETAINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS OF WINTER HAVEN HOSPITAL FOUNNDATION, INC. ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C | THE WINTER HAVEN HOSPITAL FOUNDATION HAS AN AUDIT COMMITTEE WHO ARE INVOLVED WITH THE SELECTION PROCESS OF THE INDEPENDENT CPA AND IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THE AUDIT COMMITTEE REVIEWS THE AUDIT BEFORE IT IS PRESENTED TO THE EXECUTIVE COMMITTEE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MID-FLORIDA MEDICAL SERVICES INC | |||||||||||
| 200 AVENUE F NE | WINTER HAVEN | FL | 33881 | 592486580 | SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| WINTER HAVEN HOSPITAL INC | |||||||||||
| 200 AVENUE F NE | WINTER HAVEN | FL | 33881 | 590724462 | HOSPITAL | FL | 501(C)(3) | LINE 3 | 0 | BAYCARE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |