WINTER HAVEN HOSPITAL FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WINTER HAVEN HOSPITAL FOUNDATION INC (EIN 03-0406130)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349303044
- Schema version
- 2019v5.1
- 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 | 2020-11-16T09:01:20-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S Wacker Drive Ste 800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.51.182.79 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 14:54:01 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 117B6C86E8A10A4DFEE4D664DFC89C8F3476C6B5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $4,056,748 | 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 our community by providing high-quality compassionate care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 92 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $747,581 | PYContributionsGrantsAmt |
| CY Contributions Grants | $718,384 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $357,092 | PYInvestmentIncomeAmt |
| CY Investment Income | $366,866 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$66,477 | PYOtherRevenueAmt |
| CY Other Revenue | $16,489 | CYOtherRevenueAmt |
| PY Total Revenue | $1,038,196 | PYTotalRevenueAmt |
| CY Total Revenue | $1,101,739 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $145,345 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $647,151 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $388,228 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $425,025 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $316,842 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $265,613 | PYOtherExpensesAmt |
| CY Other Expenses | $263,913 | CYOtherExpensesAmt |
| PY Total Expenses | $799,186 | PYTotalExpensesAmt |
| CY Total Expenses | $1,336,089 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $239,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$234,350 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,937,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,038,767 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,995,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,094,886 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,941,634 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,943,881 | NetAssetsOrFundBalancesEOYAmt |
| 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 our community by providing high-quality compassionate care. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $647,151 | ExpenseAmt |
| Grant | $647,151 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| 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 (Hospital) healthcare mission. The Foundation is currently administering a major gifts initiative designed to acquire funding for a number of Hospital initiatives including: Support & upgrades for various Hospital departments, including the Cassidy Cancer Center, Stroke Center, Bostick Heart Center, Winter Haven Women's Hospital, the Center for Urology, Behavioral Health Division, FSU Family Medicine Residency Program, & a new Polk County mobile medical clinic program. | Desc |
| Total Program Service Expenses | $647,151 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel L Thomas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Joel L Thomas | |||||||
| President/CEO | 2.00 | 0.00 | Yes (X) | $167,333 | $0 | $29,029 | |
| Lance Anastasio | |||||||
| Chairman | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Richard Straughn | |||||||
| 1st Vice-Chairman | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Bud Strang | |||||||
| 2nd Vice-Chairman | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Eric Adamson | |||||||
| Secretary/Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dr David Evans | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nathan P Falk MD | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Alan Gustafson | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jan Hyman | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Don Ingram | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| David Johnson | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bruce Lyon | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mike Mahalak | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kevin McGrath | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Marie Mixon | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lynn Oakley | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lauren O Schwenk | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Brian Swain | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bet Tucker | |||||||
| Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $167,333 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,029 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 | $420,285 | FundraisingAmt |
| All Other Contributions | $298,099 | AllOtherContributionsAmt |
| Noncash Contributions | $178,358 | NoncashContributionsAmt |
| Total Contributions | $718,384 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,185 | TotalRevenueColumnAmt |
| Exclusion | $267,185 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,787,987 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,688,306 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,681 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,681 | TotalRevenueColumnAmt |
| Exclusion | $99,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $283,192 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $420,285 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $266,703 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,489 | TotalRevenueColumnAmt |
| Exclusion | $16,489 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,101,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $383,355 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,450 | TotalAmt |
| Program Services | $626,450 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,701 | TotalAmt |
| Program Services | $20,701 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,597 | TotalAmt |
| Management And General | $52,379 | ManagementAndGeneralAmt |
| Fundraising | $122,218 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,694 | TotalAmt |
| Management And General | $87,342 | ManagementAndGeneralAmt |
| Fundraising | $83,352 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,437 | TotalAmt |
| Management And General | $4,321 | ManagementAndGeneralAmt |
| Fundraising | $4,116 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,833 | TotalAmt |
| Management And General | $19,894 | ManagementAndGeneralAmt |
| Fundraising | $28,939 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,464 | TotalAmt |
| Management And General | $9,333 | ManagementAndGeneralAmt |
| Fundraising | $13,131 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,428 | TotalAmt |
| Management And General | $47,428 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,327 | TotalAmt |
| Management And General | $83,327 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,371 | TotalAmt |
| Management And General | $3,005 | ManagementAndGeneralAmt |
| Fundraising | $4,366 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105 | TotalAmt |
| Management And General | $43 | ManagementAndGeneralAmt |
| Fundraising | $62 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,597 | TotalAmt |
| Management And General | $11,658 | ManagementAndGeneralAmt |
| Fundraising | $16,939 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,391 | TotalAmt |
| Management And General | $3,013 | ManagementAndGeneralAmt |
| Fundraising | $4,378 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,646 | TotalAmt |
| Management And General | $11,903 | ManagementAndGeneralAmt |
| Fundraising | $25,743 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,147 | TotalAmt |
| Management And General | $1,283 | ManagementAndGeneralAmt |
| Fundraising | $1,864 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,119 | TotalAmt |
| Management And General | $3,310 | ManagementAndGeneralAmt |
| Fundraising | $4,809 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,112 | TotalAmt |
| Management And General | $2,084 | ManagementAndGeneralAmt |
| Fundraising | $3,028 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Bad Debt Expense | $29,090 | $29,090 | |
| Events/Parties/Gifts | $6,580 | $2,683 | $3,897 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,089 | TotalAmt |
| Program Services | $647,151 | ProgramServicesAmt |
| Management And General | $372,096 | ManagementAndGeneralAmt |
| Fundraising | $316,842 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,999 | BOYAmt |
| EOY | $1,057,232 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,471 | BOYAmt |
| EOY | $87,576 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,015 | BOYAmt |
| EOY | $5,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,933,378 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,902 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,897,589 | BOYAmt |
| EOY | $4,892,476 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,788,980 | BOYAmt |
| EOY | $12,725,040 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,965 | BOYAmt |
| EOY | $271,077 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,937,019 | BOYAmt |
| EOY | $19,038,767 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,431 | BOYAmt |
| EOY | $52,429 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,473 | BOYAmt |
| EOY | $1,826,658 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,630 | BOYAmt |
| EOY | $76,802 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,851 | BOYAmt |
| EOY | $138,997 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,995,385 | BOYAmt |
| EOY | $2,094,886 | 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 | $9,738,371 | BOYAmt |
| EOY | $11,329,683 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,203,263 | BOYAmt |
| EOY | $5,614,198 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,941,634 | BOYAmt |
| EOY | $16,943,881 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,937,019 | BOYAmt |
| EOY | $19,038,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$234,350 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,236,597 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $2,522,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $784,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $738,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $747,581 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $718,384 | CurrentTaxYearAmt |
| Total | $5,510,858 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,522,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $784,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $738,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $747,581 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $718,384 | CurrentTaxYearAmt |
| Total | $5,510,858 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,721,508 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,789,350 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $243,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $203,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267,185 | CurrentTaxYearAmt |
| Total | $1,124,186 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $16,489 | CurrentTaxYearAmt |
| Total | $16,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,651,533 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,382 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56180 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,505,579 | BeginningYearBalanceAmt |
| Contributions | $1,500 | ContributionsAmt |
| Investment Earnings Or Losses | $68,677 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $156,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,419,756 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,673,596 | BeginningYearBalanceAmt |
| Contributions | $2,100 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,117 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $150,000 | OtherExpendituresAmt |
| End Year Balance | $1,505,579 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31510 | 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 | $40,902 | DepreciationAmt |
| Book Value | $35,788 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,892,476 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Winter Haven Hospital | $125,600 |
| Other Liabilities | $4,979 |
| Office Storage/Rental | $8,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $138,997 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,420,254 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,236,597 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $165,245 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,401,842 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,018,412 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $83,327 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $83,327 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,101,739 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,418,007 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $165,245 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $165,245 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,252,762 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $83,327 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $83,327 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,336,089 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The endowment funds are used for both capital improvements and scholarships. |
| 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 a Form 990 (Return of Organization 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 uncertainty 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 settlement with the applicable taxing authority. As of December 31, 2019 and 2018, there were no unrecognized tax benefits identified and recorded as a liability. With few exceptions, tax returns prior to 2016 are closed to review by federal and state authorities. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala (Dinner) | Event1Nm |
| Gross Receipts Event1 | $373,603 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $255,100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $118,503 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,250 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $44,543 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $30,217 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $59,608 | OtherDirectExpensesEvent1Amt |
| Event2 | Lewis Family Cancer Fund Golf) | Event2Nm |
| Gross Receipts Event2 | $148,663 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $60,839 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $87,824 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,300 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $31,870 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,050 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $19,036 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $181,211 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $104,346 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $76,865 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $5,753 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $7,269 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $38,242 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,565 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $703,477 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $420,285 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $283,192 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,753 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,819 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $114,655 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $31,267 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $95,209 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $266,703 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,489 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winter Haven Hospital Inc | BusinessNameLine1Txt |
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) |
|---|---|---|
| Recipient EIN | 590724462 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $621,835 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | Administrative fee paid to FSU, on behalf of WHH, for establishing & maintaining an ACGME accredited residency program in Family Medicine, Bladder Scanner, Heart Valve Clinic, WHH South Entrance Renovation, Medical staff education program, Bassinets for Women & Children Hospital, Behavioral Health dept. patients | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Employee Hardship Assistance | 20 | $10,701 |
| Scholarships | 5 | $10,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Winter Haven Hospital Foundation, Inc. (the Foundation) provides support to Winter Haven Hospital (the Hospital) as part of its exempt purpose. The Foundation Board executive Committee reviews all grant and scholarship requests and makes recommendations to the Foundation Board. The Board reviews the committee recommendations and determines which requests will be authorized. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $166,438 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $895 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,425 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,604 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $196,362 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, Baycare Health System Inc., uses compensation committee, independent compensation consultant, compensation survey or study and approval by the board or compensation committee as a means to establish the CEO's compensation of the filing organization. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Auction/Raffle Items | Desc |
| Contribution | 159 | ContributionCnt |
| Noncash Contributions Rpt F990 | $178,358 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Is the number of contributions. | ExplanationTxt |
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 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 members 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 interst. In addition, all officers, directors, trustees and key employees are required to sign a conflict of interest statement annually. |
| Form 990, Part VI, Section B, line 15 | The Executive Compensation Committee of the Board of Directors sets compensation for the President of the Foundation. The Executive Compensation Committee consists of four Board 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 comparability data. Minutes of the Executive Compensation Committee meetings are kept and retained. |
| Form 990, Part VI, Section C, line 19 | The financial statements of Winter Haven Hospital Foundation, 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 VII, Column (D): | The Foundation has a contract with Baycare to process the Foundation's bi-weekly payroll. The Foundation reimburses Baycare for Joel L. Thomas' compensation during the year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mid-Florida Medical Services Inc | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 592486580 | EIN |
| Primary Activities | Support Organization | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12c, III-FI | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |