HEALTHY LAKEWOOD FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHY LAKEWOOD FOUNDATION (EIN 83-2537125)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-15
- IRS object ID
- 202101059349300125
- Schema version
- 2020v4.0
- 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 | 2021-04-15T13:47:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2167367228 | 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 | PETER A KUHN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2165980944 | PhoneNum |
| Signature | 2021-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | KUHN | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROLLAND B STANDISH | PreparerPersonNm |
| PTIN | P00169705 | PTIN |
| Phone | 4409512997 | PhoneNum |
| Preparation | 2021-04-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEANINE GERGEL | 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 | $5,190,374 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HEALTHYLAKEWOOD.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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $522,619 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,894,562 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $258,167 | PYInvestmentIncomeAmt |
| CY Investment Income | $295,812 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $780,786 | PYTotalRevenueAmt |
| CY Total Revenue | $5,190,374 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $334,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $88,210 | PYOtherExpensesAmt |
| CY Other Expenses | $86,566 | CYOtherExpensesAmt |
| PY Total Expenses | $88,210 | PYTotalExpensesAmt |
| CY Total Expenses | $421,066 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $692,576 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,769,308 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,187,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,155,303 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,187,286 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,155,303 | 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 | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $359,300 | ExpenseAmt |
| Grant | $334,500 | GrantAmt |
| Desc | THE VISION OF HEALTHY LAKEWOOD FOUNDATION IS "LAKEWOOD IS A PLACE WHERE ALL PEOPLE ACHIEVE THEIR FULLEST HEALTH POTENTIAL". THE GUIDING PRINCIPLES OF THE HEALTHY LAKEWOOD FOUNDATION ARE AS FOLLOWS: - THE STEWARDSHIP OF RESOURCES IS ROOTED IN HUMILITY, INTEGRITY, AND COMMUNITY VOICE. - ORGANIZATIONAL PRACTICES SHOULD BE TRANSPARENT AND INFORMED BY AUTHENTIC DIALOGUE AND ENGAGEMENT. - HEALTH AND WELLNESS CAN BE PROMOTED IN WAYS THAT ARE BOTH INNOVATIVE AND EVIDENCE-BASED. - OPPORTUNITIES, STRATEGIES, AND INITIATIVES SHOULD LEVERAGE NEW AND EXISTING RESOURCES THAT RESULT IN SUSTAINABLE IMPACT. - POSITIVE CHANGE IS DRIVEN BY SHARED PRIORITIES, COORDINATED EFFORTS, AND TRUST. EARLY IN 2020, HLF APPOINTED OFFICERS AND ELECTED LEADERSHIP. THE STRATEGIC FRAMEWORK, WHICH SET GUIDELINES AND PRIORITIES FOR FUNDING OVER THE NEXT THREE YEARS AND INCLUDES OTHER GUIDING PRINCIPLES WAS ADOPTED. AS PART OF THE STRATEGIC FRAMEWORK, HLF DECIDED TO OPERATE IN PERPETUITY TO SERVE THE LAKEWOOD COMMUNITY. DUE TO THE COVID-19 CRISIS, IN MARCH HLF DECIDED TO PIVOT ITS FUNDING PLANS AND PRIORITIES. HLF IDENTIFIED ORGANIZATIONS THAT COULD QUICKLY MEET THE DEMANDS OF OUR COMMUNITY MEMBERS MOST IN NEED, AND MADE THE INITIAL ROUND OF GRANTS IN MARCH. FOR THE 2020 GRANTMAKING CYCLE, HLF IS COMMITTED TO PROVIDING PROACTIVE FUNDING TO MEET COMMUNITY NEEDS RELATED TO THE COVID-19 CRISIS. GRANTS AWARDED 2020 25,000 TO THE LEGAL AID SOCIETY OF CLEVELAND FOR SERVICES AND OUTREACH TO LAKEWOOD RESIDENTS. 25,000 TO THE YMCA OF GREATER CLEVELAND, TO SUPPORT ITS EXPANSION OF CAPACITY TO PROVIDE SCHOOL-DAY CARE TO SCHOOL-AGE CHILDREN WHILE LEARNING IS REMOTE. 85,000 TO THE LAKEWOOD COMMUNITY SERVICES CENTER, FOR FOOD DISTRIBUTION TO LAKEWOOD RESIDENTS. 32,000 TO THE LAKEWOOD CITY SCHOOLS, FOR DIGITAL CONNECTIVITY FOR FAMILIES WITH SCHOOL-AGE CHILDREN . 10,000 TO THE LAKEWOODALIVE, FOR HOUSING OUTREACH FOR SENIORS AND LOW- MODERATE INCOME RESIDENTS. 25,000 TO THE DEPARTMENT OF HUMAN SERVICES, CITY OF LAKEWOOD TO BE USED FOR FOOD ASSISTANCE, GROCERY/DRUG STORE GIFT CARDS FOR DISTRIBUTION TO RESIDENTS IN NEED, RTA FARE CARDS, PRESCRIPTION ASSISTANCE AND/OR OTHER TRANSPORTATION ASSISTANCE. 50,000 TO LAKEWOOD COMMUNITY SERVICES CENTER TO BE USED FOR FOOD DISTRIBUTION. 57,500 TO HFLA OF NORTHEAST OHIO TO ESTABLISH A POOL OF COVID-19 EMERGENCY LOANS EXCLUSIVELY FOR LAKEWOOD RESIDENTS. 15,000 TO ASIAN SERVICES IN ACTION, INC. (ASIA, INC.) TO MEET THE EMERGENCY NEEDS OF REFUGEE AND IMMIGRANT FAMILIES IN LAKEWOOD. 60,000 TO THE DEPARTMENT OF HUMAN SERVICES, CITY OF LAKEWOOD FOR RESIDENT EMERGENCY NEEDS. COVID-19 RESPONSE 2020 GRANTMAKING WILL FOCUS ON COMMUNITY NEEDS STEMMING FROM THE OUTBREAK OF THE COVID-19 CRISIS. THE FOUNDATION WILL BE TAKING A PHASED APPROACH FOR THE REMAINDER OF THE YEAR TO RESPOND WITH ADDITIONAL GRANTS TO MEET NEEDS IN THE COMMUNITY AS THE CRISIS UNFOLDS. GRANTMAKING FOCUS AREA GRANTS ARE LIMITED TO PROJECTS AND EFFORTS THAT ADDRESS THE NEEDS OF LAKEWOOD RESIDENTS. THE PROJECTS AND EFFORTS SHOULD PRIMARILY SERVE THE FOLLOWING VULNERABLE POPULATIONS: SINGLE-PARENT HEADS OF HOUSEHOLD OF MINOR CHILDREN; CHILDREN/YOUTH; SENIORS; REFUGEES/IMMIGRANTS FUTURE GRANTMAKING REMAINING GRANT FUNDS FOR 2020 WILL BE DEDICATED TO MEETING COMMUNITY NEEDS STEMMING FROM THE COVID-19 CRISIS. THESE WILL BE SELECTED THROUGH PROACTIVE OUTREACH TO COMMUNITY GOVERNMENT LEADERS AND NONPROFIT LEADERSHIP. DETAILS FOR GRANTMAKING IN 2021 WILL BE AVAILABLE AT A LATER TIME. HLF INTENDS TO LAUNCH AN OPEN APPLICATION PROCESS FOR GRANTS IN 2021 AND HOPES TO PROVIDE A COMBINATION OF OPPORTUNITY, COMMUNITY, AND SYSTEMS CHANGE GRANTS. | Desc |
| Total Program Service Expenses | $359,300 | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | false | 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 | PETER A KUHN | PersonNm |
| Phone | 2167367228 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JEANINE GERGEL | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROLAND V ANGLIN | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATE INGERSOLL | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER A KUHN | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BECCA BAAS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CURT BROSKY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN CRAIUN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA FEDERMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES GARVEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI HILTY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICK KEMM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN RECHIN MURPHY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| COURTNEY NOSTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHITRA WALKER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY WELSH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHARONDA WHATLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KHALILAH WORLEY BILLY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $4,894,562 | AllOtherContributionsAmt |
| Total Contributions | $4,894,562 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,812 | TotalRevenueColumnAmt |
| Exclusion | $295,812 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,190,374 | TotalRevenueColumnAmt |
| Exclusion | $295,812 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,500 | TotalAmt |
| Program Services | $334,500 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,845 | TotalAmt |
| Program Services | $19,845 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583 | TotalAmt |
| Program Services | $583 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,987 | TotalAmt |
| Management And General | $50,987 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,875 | TotalAmt |
| Management And General | $4,875 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,057 | TotalAmt |
| Program Services | $2,057 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,054 | TotalAmt |
| Management And General | $3,054 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,315 | TotalAmt |
| Program Services | $2,315 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850 | TotalAmt |
| Management And General | $850 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,066 | TotalAmt |
| Program Services | $359,300 | ProgramServicesAmt |
| Management And General | $61,766 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,234 | BOYAmt |
| EOY | $30,133 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,942,052 | BOYAmt |
| EOY | $14,125,170 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,187,286 | BOYAmt |
| EOY | $14,155,303 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $9,187,286 | BOYAmt |
| EOY | $14,155,303 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,187,286 | BOYAmt |
| EOY | $14,155,303 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,187,286 | BOYAmt |
| EOY | $14,155,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,769,308 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $198,709 | 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 Minus2 Years | $8,300,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $585,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,894,562 | CurrentTaxYearAmt |
| Total | $13,779,643 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,300,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $585,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,894,562 | CurrentTaxYearAmt |
| Total | $13,779,643 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $13,779,643 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $17,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $295,812 | CurrentTaxYearAmt |
| Total | $571,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,351,358 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LAKEWOOD COMMUNITY SERVICES CENTER | |||||||
| 14230 MADISON AVE | LAKEWOOD | OH | 44107 | 341446497 | C3 | $85,000 | FOOD DISTRIBUTION |
| LAKEWOOD FOUNDATION | |||||||
| 16024 MADISON AVE | LAKEWOOD | OH | 44107 | 311529669 | C3 | $85,000 | LKWD HUMAN SERV ASST |
| LAKEWOODALIVE | |||||||
| 14701 DETROIT AVE | LAKEWOOD | OH | 44107 | 550793987 | C3 | $10,000 | HOUSING OUTREACH |
| ASIA SERVICES IN ACTION INC | |||||||
| 3631 PERKINS AVE | CLEVELAND | OH | 44114 | 341798850 | C3 | $15,000 | REFUGEE/IMMIG ASSIST |
| HFLA OF NORTHEAST OHIO | |||||||
| 23300 CHAGRIN BLVD | BEACHWOOD | OH | 44122 | 340281800 | C3 | $57,500 | COVID-19 LOAN POOL |
| LAKEWOOD CITY SCHOOLS | |||||||
| 16601 MADISON AVE | LAKEWOOD | OH | 44107 | GOV | $32,000 | DIGITAL CONNECTIVITY | |
| YMCA OF CLEVELAND OHIO INC | |||||||
| 1801 SUPERIOR AVE | CLEVELAND | OH | 44114 | 340714728 | C3 | $25,000 | DAY CARE ASSIST |
| LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 WEST SIXTH STREET | CLEVELAND | OH | 44113 | 340866026 | C3 | $25,000 | OUTREACH- LKWD RESID |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | DURING THE PANDEMIC HLF MADE GRANTS TO GOVERNMENT, SCHOOLS AND PRIVATE CHARITIES IN ITS COMMUNITY WHO COULD RESPOND TO THE COVID-19 CRISIS. THE AMOUNT OF EACH GRANT WAS APPROVED BY THE DIRECTORS. EACH RECIPIENT IS ASKED TO REPORT ON THE USE OF THE FUNDS PROVIDED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 2 | THE HEALTHY LAKEWOOD FOUNDATION INITIATED ITS FIRST YEAR OF GRANTMAKING BY AWARDING 334,500 TO 10 SEPARATE ORGANIZATIONS TO ADDRESS COMMUNITY NEEDS STEMMING FROM THE OUTBREAK OF THE COVID-19 CRISIS. |
| FORM 990, PAGE 2, PART III, LINE 3 | WE'VE ASKED EACH ORGANIZATION TO REPORT ON THE IMPACT OF EACH PROGRAM IN OUR EFFORT TO HELP ADDRESS THE PANDEMIC. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE VISION OF HEALTHY LAKEWOOD FOUNDATION IS "LAKEWOOD IS A PLACE WHERE ALL PEOPLE ACHIEVE THEIR FULLEST HEALTH POTENTIAL". THE GUIDING PRINCIPLES OF THE HEALTHY LAKEWOOD FOUNDATION ARE AS FOLLOWS: - THE STEWARDSHIP OF RESOURCES IS ROOTED IN HUMILITY, INTEGRITY, AND COMMUNITY VOICE. - ORGANIZATIONAL PRACTICES SHOULD BE TRANSPARENT AND INFORMED BY AUTHENTIC DIALOGUE AND ENGAGEMENT. - HEALTH AND WELLNESS CAN BE PROMOTED IN WAYS THAT ARE BOTH INNOVATIVE AND EVIDENCE-BASED. - OPPORTUNITIES, STRATEGIES, AND INITIATIVES SHOULD LEVERAGE NEW AND EXISTING RESOURCES THAT RESULT IN SUSTAINABLE IMPACT. - POSITIVE CHANGE IS DRIVEN BY SHARED PRIORITIES, COORDINATED EFFORTS, AND TRUST. EARLY IN 2020, HLF APPOINTED OFFICERS AND ELECTED LEADERSHIP. THE STRATEGIC FRAMEWORK, WHICH SET GUIDELINES AND PRIORITIES FOR FUNDING OVER THE NEXT THREE YEARS AND INCLUDES OTHER GUIDING PRINCIPLES WAS ADOPTED. AS PART OF THE STRATEGIC FRAMEWORK, HLF DECIDED TO OPERATE IN PERPETUITY TO SERVE THE LAKEWOOD COMMUNITY. DUE TO THE COVID-19 CRISIS, IN MARCH HLF DECIDED TO PIVOT ITS FUNDING PLANS AND PRIORITIES. HLF IDENTIFIED ORGANIZATIONS THAT COULD QUICKLY MEET THE DEMANDS OF OUR COMMUNITY MEMBERS MOST IN NEED, AND MADE THE INITIAL ROUND OF GRANTS IN MARCH. FOR THE 2020 GRANTMAKING CYCLE, HLF IS COMMITTED TO PROVIDING PROACTIVE FUNDING TO MEET COMMUNITY NEEDS RELATED TO THE COVID-19 CRISIS. GRANTS AWARDED 2020 25,000 TO THE LEGAL AID SOCIETY OF CLEVELAND FOR SERVICES AND OUTREACH TO LAKEWOOD RESIDENTS. 25,000 TO THE YMCA OF GREATER CLEVELAND, TO SUPPORT ITS EXPANSION OF CAPACITY TO PROVIDE SCHOOL-DAY CARE TO SCHOOL-AGE CHILDREN WHILE LEARNING IS REMOTE. 85,000 TO THE LAKEWOOD COMMUNITY SERVICES CENTER, FOR FOOD DISTRIBUTION TO LAKEWOOD RESIDENTS. 32,000 TO THE LAKEWOOD CITY SCHOOLS, FOR DIGITAL CONNECTIVITY FOR FAMILIES WITH SCHOOL-AGE CHILDREN . 10,000 TO THE LAKEWOODALIVE, FOR HOUSING OUTREACH FOR SENIORS AND LOW- MODERATE INCOME RESIDENTS. 25,000 TO THE DEPARTMENT OF HUMAN SERVICES, CITY OF LAKEWOOD TO BE USED FOR FOOD ASSISTANCE, GROCERY/DRUG STORE GIFT CARDS FOR DISTRIBUTION TO RESIDENTS IN NEED, RTA FARE CARDS, PRESCRIPTION ASSISTANCE AND/OR OTHER TRANSPORTATION ASSISTANCE. 50,000 TO LAKEWOOD COMMUNITY SERVICES CENTER TO BE USED FOR FOOD DISTRIBUTION. 57,500 TO HFLA OF NORTHEAST OHIO TO ESTABLISH A POOL OF COVID-19 EMERGENCY LOANS EXCLUSIVELY FOR LAKEWOOD RESIDENTS. 15,000 TO ASIAN SERVICES IN ACTION, INC. (ASIA, INC.) TO MEET THE EMERGENCY NEEDS OF REFUGEE AND IMMIGRANT FAMILIES IN LAKEWOOD. 60,000 TO THE DEPARTMENT OF HUMAN SERVICES, CITY OF LAKEWOOD FOR RESIDENT EMERGENCY NEEDS. COVID-19 RESPONSE 2020 GRANTMAKING WILL FOCUS ON COMMUNITY NEEDS STEMMING FROM THE OUTBREAK OF THE COVID-19 CRISIS. THE FOUNDATION WILL BE TAKING A PHASED APPROACH FOR THE REMAINDER OF THE YEAR TO RESPOND WITH ADDITIONAL GRANTS TO MEET NEEDS IN THE COMMUNITY AS THE CRISIS UNFOLDS. GRANTMAKING FOCUS AREA GRANTS ARE LIMITED TO PROJECTS AND EFFORTS THAT ADDRESS THE NEEDS OF LAKEWOOD RESIDENTS. THE PROJECTS AND EFFORTS SHOULD PRIMARILY SERVE THE FOLLOWING VULNERABLE POPULATIONS: SINGLE-PARENT HEADS OF HOUSEHOLD OF MINOR CHILDREN; CHILDREN/YOUTH; SENIORS; REFUGEES/IMMIGRANTS FUTURE GRANTMAKING REMAINING GRANT FUNDS FOR 2020 WILL BE DEDICATED TO MEETING COMMUNITY NEEDS STEMMING FROM THE COVID-19 CRISIS. THESE WILL BE SELECTED THROUGH PROACTIVE OUTREACH TO COMMUNITY GOVERNMENT LEADERS AND NONPROFIT LEADERSHIP. DETAILS FOR GRANTMAKING IN 2021 WILL BE AVAILABLE AT A LATER TIME. HLF INTENDS TO LAUNCH AN OPEN APPLICATION PROCESS FOR GRANTS IN 2021 AND HOPES TO PROVIDE A COMBINATION OF OPPORTUNITY, COMMUNITY, AND SYSTEMS CHANGE GRANTS. |
| 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 THE TERASURER, THE FORM 990 WAS REVIEWED BY AN ATTORNEY AND AN INDEPENDENT CPA. HEALTHY LAKEWOOD FOUNDATION THEN CIRCULATED A COPY OF THE FORM 990 TO ITS DIRECTORS BY WAY OF ITS GOOGLE DOCUMENTS 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 19 | THE ORGANIZATIONAL DOCUMENTS FOR HEALTHY LAKEWOOD FOUNDATION CAN BE FOUND AT HEALTHYLAKEWOODFOUNDATION.ORG. |