2020-10-01T13:55:41-05:00 2018-12-31 MARCUM LLP ONE SE THIRD AVENUE SUITE 1100 MIAMI FL 33131 990 2018-01-01 650005383 HFSF GRANTS MANAGEMENT INC % KATHY ANTIEAU HFSF 3053747200 2 S BISCAYNE Blvd Suite 1710 MIAMI FL 33131 STEVEN E MARCUS PRESIDENT & CEO 3053747200 2019-11-12 true Michael H Novak P01074800 3059959600 47.19.127.190 60323320202755000001 2020-10-01 P 61EB38E51F105C1391561C5FC99B006B3C8F3F95 42BF419BEF50CDD62E59AA744D8F73F573199F3C 2018 2021-01-29 14:40:06Z STEVEN E MARCUS 2 SOUTH BISCAYNE BLVD STE1710 MIAMI FL 33131 52005846 false 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 -13605 -17604 150500 138550 0 0 4351683 7375722 3110 304164 4505293 7818436 3111806 3614982 0 0 1555062 1824244 0 0 0 1517741 1381079 6184609 6820305 -1679316 998131 127206428 115845101 5317643 4753966 121888785 111091135 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. false false 3141143 1903723 The organization's responsive grantmaking program approved grants in 2018 to support project planning, organizational capacity, direct services and system/policy and environment with a mission to improve the health status of people in Broward, Miami-Dade, and Monroe counties. These grants target low-income and undeserved residents; reduce health care barriers and increase access to community-based primary health services, including oral and behavioral health. Health Foundation focuses on promoting healthy lifestyles; strengthening nonprofit health providers' capacity to deliver sustainable health service; and, improving the quality, value, and cultural sensitivity of health services and eliminating health disparities for all. 1644783 1044812 In 2018 the organization continued its place based live healthy community partnerships initiative and has dedicated up to $7.5 million in community investments over five years through February 2020 for this initiative to promote and preserve the health of residents of little Havana and Miami Gardens. The live healthy community partnerships provided grants to qualified nonprofit health organizations for the implementation of policy, system and environmental change strategies aimed at improving community health. 539365 449471 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. 30250 25000 NURSING SCHOLARSHIP PROGRAMS 54329 44900 AGE FRIENDLY CITIES INITIATIVE 374982 127804 Anchor Institution Initiative 22163 19272 FLORIDA COVERGENCE PARTNERSHIP 481724 216976 5807015 true true false false false false false false false false false true false false true true false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 28 0 true 0 true true false false false false false false false false false X 3 3 false false false false false false false true true false false true true true true true true true true false FL X KATHY ANTIEAU 3053747200 2 SOUTH BISCAYNE BOULEVARD SUITE 1 MIAMI FL 33131 Thao Tran Chairwoman 0.5 0.5 X X 0 0 0 LOREEN CHANT Board Member 0.5 0.5 X 0 0 0 J Everett Wilson BOARD MEMBER 0.5 0.5 X 0 0 0 STEVEN E MARCUS PRESIDENT/CEO 6.0 34.0 X 235156 42216 167320 KATHY ANTIEAU CFO/TREASURER 6.0 34.0 X 147798 26533 51841 SHARI GANTMAN VP COMMUNICATIONS 6.0 34.0 X 103839 18642 56511 JANISSE Schoepp VP OPERATIONS/STRATEGY 6.0 34.0 X 148444 26649 23170 PETER WOOD VP Programs/Community Investme 6.0 34.0 X 125138 22465 36032 760375 136505 334874 5 true true false CALLAN LLC 600 MONTGOMERY STREET SUITE 800 SAN FRANCISCO CA 94111 INVEST. CONSULTING 136671 Sanderson Asset Management 250 South Wacker Drive Ste 220 CHICAGO IL 60606 Invest. Management 104638 2 138550 138550 0 2219406 2219406 0 0 0 0 0 49343726 44187410 5156316 5156316 -13605 5169921 0 0 0 0 0 0 0 0 0 OTHER INCOME 304164 304164 304164 7818436 304164 -13605 7389327 3614982 3614982 0 0 0 568759 346943 221816 0 1004044 695941 308103 50417 32798 17619 111636 75100 36536 89388 60221 29167 0 2024 1235 789 20133 12281 7852 0 0 574094 350197 223897 289462 272951 16511 16243 9977 6266 44861 29546 15315 37702 23653 14049 0 153769 93799 59970 8728 7126 1602 0 46423 29804 16619 0 0 0 32007 19524 12483 COMMUNITY SPONSORSHIPS 86545 86545 DUES & SUBSCRIPTIONS 2643 1690 953 MISCELLANEOUS 66445 42702 23743 6820305 5807015 1013290 0 735828 498166 531612 410049 0 0 0 6655 0 0 0 0 0 0 0 0 8214 9765 0 0 96334298 93888296 29596476 20431325 0 0 0 0 0 600845 127206428 115845101 240632 166870 3237493 3250693 0 0 0 0 0 0 0 0 0 0 0 0 1839518 1336403 5317643 4753966 X 121888785 111091135 0 0 0 0 121888785 111091135 127206428 115845101 998131 -11795781 X false true X true false X X 1 HEALTH FOUNDATION OF SOUTH FLORIDA INC 650005384 3 true 0 0 1 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED ALTERNATIVE INVESTMENT FUNDS 20431325 F 20431325 0 DUE TO AFFILIATES 1336403 1336403 X Schedule D, Parts X, Line 2 - Liability for Uncertain Tax Positions 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, 2018, 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. true 50CAN Inc DBA PS 305 1951 NW 7th Ave Suite 600 Miami FL 33136 273069592 501(c)3 30000 Social and Emotional Health Advocacy Campaign Alliance for a Healthier Generation 2525 SW 1st Ave Suite 120 Portland OR 97201 272028308 501(c)3 143118 Live Healthy Miami Gardens HOST Initiative ? Phase decrease access to tobacco products for youth Alliance For Youth Organizing 915 5th St NW Washington DC 20001 452465621 501(c)3 28550 Civic Health Elections Turnout Project Boys and Girls Clubs of Miami-Dade Inc 2805 SW 32nd Avenue Miami FL 33133 590879227 501(c)3 30000 Project Learn Broward College Foundation 111 East Las Olas Boulevard Fort Lauderdale FL 33301 237181959 501(c)3 7500 Nursing Scholarships 2018-2019 Curriculum for Afterschool Providers Broward Regional Health Planning Council 200 Oakwood Lane Suite 100 Hollywood FL 33020 592274772 501(c)3 30000 Broward ACA Assistance Program Chapman Partnership 1550 North Miami Avenue Miami FL 33136 650425069 501(c)3 200000 Miami Hope Clinic FY 19-21 Citrus Health Network Inc 4175 West 20th Avenue Hialeah FL 33012 591865751 501(c)3 13685 Little Havana Emergency Housing Support City of Miami 444 SW 2nd Avenue Miami FL 33130 596000375 115(1) 101908 I am FIT Miami City of Miami Gardens 18605 NW 27th Avenue Miami Gardens FL 33056 113695944 115(1) 144375 Serve as Host Agency for the Live Healthy Miami Gardens Initiative, Year 5 Communities In Schools of Miami Inc 12485 SW 137th Avenue Miami FL 33186 650140488 501(c)3 30000 Building Resilient and Healthy Kids Concerned African Women Inc 18425 NW 2nd Ave Suite 350 Miami FL 33169 650126665 501(c)3 50000 Live Healthy Miami Gardens HOST Initiative - Phase 2 Coordinating Council of Broward County 1300 Andrews Avenue Fort Lauderdale FL 33316 650613528 501(c)3 30000 Housing Broward: The PR/Marketing plan Dr Stanley and Pearl Goodman JFS of Broward Count 5890 S Pine Island Road Suite 201 Davie FL 33328 590995106 501(c)3 65477 Capacity Building - preparation for National Accreditation Florida Food Policy Council Inc The Breakers Palm Beach Inc One S Palm Beach FL 33480 273355815 501(c)3 19272 Florida Convergence Partnership Florida Health Justice Project Inc 3793 Irvington Ave Miami FL 33133 823397515 501(c)3 30000 Public Charge Immigration Rule Advocacy Project Florida Impact Inc 300 W Pensacola Street Tallahassee FL 32301 592859151 501(c)3 40000 Advocacy and Policy Initiative to Expand Afterscho Florida International University 11200 SW 8th Street - AHC3-524 Miami FL 33199 650177616 501(c)3 17500 Nursing Scholarships 2018-2019 Florida International University Foundation 11200 SW 8th Street MARC 5th Floor Miami FL 33199 237047106 501(c)3 126149 Startup FIU Procurement Florida Introduces Physical Activity and Nutrition 1777 N Dixie Highway Fort Lauderdale FL 33305 870743538 501(c)3 172885 Expanding Summer Meal Program and Summer Food Service Program Participation Florida Keys Area Health Education Center Inc 5800 Overseas Hwy Ste 38 Marathon FL 33050 650183810 501(c)3 100000 Mental Health Services in Monroe County Schools Florida Philanthropic Network Inc 5421 Beaumont Center Blvd Suite 6 Tampa FL 33634 201328734 501(c)3 10000 Expanding Access to Health Care - Medicaid Expansion Health Council of South Florida 8095 NW 12 Street Suite 300 Miami FL 33126 592268478 501(c)3 30000 Miami-Dade ACA Assistance Program League of Women Voters of Miami-Dade County Educat 2103 Coral Way 2nd Floor Miami FL 33145 592716577 501(c)3 19785 Support Voter Turnout in Four Underserved Communities Mactown Inc 151 NE 62nd St Miami FL 33138 596135600 501(c)3 70522 Mactown Joint Commission Accreditation MAVEN LEADERSHIP COLLECTIVE 1951 Nw 7th Ave Suite 600 Miami FL 33136 813828531 501(c)3 8000 Maven Leadership Cohort Mental Health Association of Broward County Inc 7145 W Oakland Park Blvd Lauderhill FL 33313 590816448 501(c)3 7700 Medicaid Planning Grant Miami Center for Architecture and Design 310 SE 1st Street Miami FL 33131 454978398 501(c)3 224871 Transform 5th Street | Jose Marti Park Miami Homes For All Inc 1951 NW 7th Avenue 300 Miami FL 33136 592521237 501(c)3 100000 Preservation Initiative Nurse-Family Partnership 1900 Grant Street Suite 400 Denver FL 80203 200234163 501(c)3 15000 Pay for Success Feasibility Study Opa-locka Community Development Corporation 490 Opa-locka Blvd Suite 20 Opalocka CO 33054 592106635 501(c)3 30000 Healthy Living in Opa-locka: Organizational Capacity building Open Door Health Center Inc PO Box 901642 Homestead FL 33030 830375996 501(c)3 200000 Healthcare Access Program FY19-21 Rails-to-Trails Conservancy 2121 Ward Ct NW 5th Fl Washington DC 20037 521437006 501(c)3 30000 Improving trails/active transportation policy and collaboration in South Florida Research and Evaluation Network 8772 SW 61st Ave Pinecrest FL 33156 651056990 501(c)3 30000 Fitness Zones Evaluation South Florida Behavioral Health Network 7205 Corporate Center Drive Suite Miami FL 33126 593380599 501(c)3 40525 Mental Health Diversion Facility Organizational Capacity building Sunshine Social Services Inc dba SunServe 2312 Wilton Drive Wilton Manors FL 33305 010582371 501(c)3 57000 Mental Health Project for CARF Accreditation -Capacity building The American Heart Association 11207 Blue Heron Blvd North St Petersburg FL 33716 135613797 501(c)3 25000 Provide guidance in policy related to healthy eating and active living issues The MAVEN Project PO Box 156781 San Francisco FL 94115 465370676 501(c)3 7500 Miami-Dade Telehealth Collaborative Year 2 The Salvation Army A GA Corp for the Salvation 1907 NW 38th Street Miami CA 33142 580660607 501(c)3 290000 Primary Care and Behavioral Health Resource Center The Victory Center Inc 18900 NE 25th Avenue North Miami Beach FL 33180 650968171 501(c)3 9947 Technology Upgrade and Expansion University of Central Florida PO Box 160118 Orlando Orlando FL 32816 592924021 501(c)3 57884 Strategies for Person-Centered Care in Behavioral health treatment programs University of Miami PO BOX 248106 Coral Gables Coral Gables FL 33124 590624458 501(c)3 473252 School Health Initiative Connect-2-Care Project Urban Health Partnerships Incorporated 425 NE 22nd Street Suite 401 Miami FL 33137 453332540 501(c)3 261998 Una Comunidad Conectada Phase 2 Urban Oasis Project Inc 10210 SW 103rd Ct Miami FL 33176 273335090 501(c)3 10000 Mobile Farmstand in Miami Gardens Wellness in the Schools Inc 31 West 125th Street 5th Floor New York FL 10027 251919494 501(c)3 127761 CookCamp: Building Capacity to Cook Healthy Meals Young Men's Christian Association of South Florida 900 SE 3rd Avenue 3rd Floor Fort Lauderdale FL 33316 590624464 501(c)3 204000 HEPA for After School Youth & Families in South Florida 2.0 46 PROCEDURE AFTER SIX MONTHS OF BEING GRANTED THE FUNDS, THE GRANTEE MUST SEND A PROGRESS REPORT DETAILING ALL THE PROGRAM OBJECTIVES AND PROGRAM ACCOMPLISHMENTS. ALSO, THE PROGRESS REPORT INCLUDES AN EXPENSE REPORT DETAILING HOW THE FUNDS WERE SPENT. THE REPORT MUST BE COMPARED TO THE BUDGETED FIGURES AND VARIANCES MUST BE SHOWN. THE GRANT DEPARTMENT 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. IF THE GRANTEE DOES NOT PROVIDE A PROGRESS REPORT AND THE ORGANIZATION'S EXPERIENCE WITH THE GRANTEE, THE ORGANIZATION WILL PERFORM FIELD AUDITS OF THE GRANTEE'S PROGRESS. FOR THOSE PROGRAMS WHICH ARE NOT USING THE FUNDS AS ORIGINALLY INTENDED, THE BOARD WILL VOTE TO RESCIND ON GRANTING ANY ADDITIONAL FUNDS. IN 2018, THERE WAS A TOTAL OF $200,021 RESCISSIONS. X X false true false false false false false false false STEVEN E MARCUS PRESIDENT/CEO 235156 42216 104619 18781 37235 6685 377010 67682 KATHY ANTIEAU CFO/TREASURER 147798 26533 10134 1819 33817 6071 191749 34423 PETER WOOD VP Programs/Community Investme 125138 22465 6002 1078 24546 4406 155686 27949 SHARI GANTMAN VP COMMUNICATIONS 103839 18642 20580 3695 27330 4906 151749 27243 JANISSE Schoepp VP OPERATIONS/STRATEGY 148444 26649 4366 784 15277 2743 168087 30176 Part VI, Section B, Line 11b - REVIEW OF FORM 990 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 BY THE PRESIDENT & CEO. Part VI, Section B, Line 12c - CONFLICT OF INTEREST 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. Part VI, Section B, Line 15 - COMPENSATION REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. Part VI, Section C, Line 19 - GOVERNING DOCUMENTS 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 STE 171 MIAMI FL 33131 650005384 HEALTH FL 501(C)(3) 7 NA false false false true false false false false false false false false false false true false false false false 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.