2025-02-04T11:24:55-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 650005383 HFSF GRANTS MANAGEMENT INC HFSF 3053747200 2 S BISCAYNE BLVD 1710 MIAMI FL 33131 ALECIA R DILLON CHIEF FINANCIAL OFFICER 3053747200 2025-02-04 1 1 AARON M FOX P01365820 2022274000 2025-02-04 2023 2025-03-06 01:10:19Z X LOREEN CHANT 2 S BISCAYNE BLVD SUITE 1710 MIAMI FL 33131 17396767 0 X HTTP://WWW.HFSF.ORG X 2002 FL OUR VISION IS FOR ALL SOUTH FLORIDIANS TO HAVE AN EQUAL OPPORTUNITY TO ACHIEVE OPTIMAL HEALTH AND WELL-BEING. 4 4 0 4 0 0 334306 250000 0 0 5082561 7796797 26680 65842 5443547 8112639 6858607 3613440 0 0 1546376 1398730 0 0 0 2361984 1742545 10766967 6754715 -5323420 1357924 143284589 148055423 14618175 9149411 128666414 138906012 THE MISSION OF HEALTH FOUNDATION OF SOUTH FLORIDA IS TO INVEST IN AND BE A CATALYST FOR COLLABORATIONS, POLICY AND SYSTEMS CHANGE THAT IMPROVES THE HEALTH OF SOUTH FLORIDA COMMUNITIES, WITH A FOCUS ON VULNERABLE, LOW TO MODERATE-INCOME POPULATIONS. 0 0 5232690 3252096 STRATEGIC AND RESPONSIVE GRANTS: THE FOUNDATION'S STRATEGIC GRANT MAKING GOALS INCLUDE: ACCESS TO CARE, INTEGRATION OF HEALTH AND SOCIAL NEEDS AND FOSTERING THRIVING COMMUNITIES. THIS INCLUDES INCREASING ACCESS TO ROUTINE AND PREVENTIVE MEDICAL CARE; REDUCING HEALTH DISPARITIES BY ADVANCING A COLLABORATIVE SYSTEM ACROSS SECTORS, THAT ENABLES AND FACILITATES THE INTEGRATION OF SOCIAL NEEDS AND HEALTH CARE; AND IMPROVING THE SOCIAL AND ECONOMIC CONDITIONS THAT PROMOTE PHYSICAL, MENTAL AND EMOTIONAL WELL-BEING. THESE GRANTS CAN INCLUDE FUNDING IN EXCESS OF ONE YEAR. 223657 180672 ADMINISTRATIVE GRANTS: THESE GRANTS SUPPORT SMALLER PROJECTS UP TO $50,000 THAT TYPICALLY LAST ONE YEAR OR LESS. THE PROCESS FOR APPLYING IS LESS FORMAL AND AN ADMINISTRATIVE GRANT MAY ALSO BE AWARDED TO PROVIDE "BRIDGE" FUNDING FOR A RESPONSIVE GRANT, FUND SPECIAL PROJECTS, PLANNING GRANTS, AND SMALL EMERGENCY GRANTS. 603829 180672 OTHER PROGRAMS: THE FOUNDATION SUPPORTS INITIATIVES AND PROGRAMS ALIGNED WITH ITS MISSION AND STRATEGIC GOALS INCLUDING THE SOUTH FLORIDA ANCHOR ALLIANCE, THE BLACK HEALTH SUMMIT COMMUNITY SPONSORSHIPS AND SCHOLARSHIP SUPPORT FOR NURSING AND ALLIED HEALTH PROGRAMS. 6060176 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X ALECIA R DILLON 3053747200 2 S BISCAYNE BLVD SUITE 1710 MIAMI FL 33131 MICHAEL DE LUCCA CHAIRMAN 0.50 0.50 X X 0 0 0 BARBARA FONTE VICE-CHAIRWOMAN 0.50 0.50 X X 0 0 0 DIONNE WONG SECRETARY 0.50 0.50 X X 0 0 0 J EVERETT WILSON TREASURER 0.50 0.50 X X 0 0 0 LOREEN CHANT PRESIDENT/CEO 34.00 6.00 X 276833 48853 25743 ALECIA DILLON CFO 34.00 6.00 X 191733 33835 18030 JANISSE SCHOEPP CSO 34.00 6.00 X 188951 33344 17954 657517 116032 61727 3 0 1 0 0 250000 250000 2476820 2476820 14604105 9284128 5319977 5319977 5319977 OTHER INCOME 900990 65842 65842 65842 8112639 0 0 7862639 3613440 3613440 695581 596953 98628 453328 452248 1080 23762 14488 9274 158171 134446 23725 67888 57705 10183 55107 55107 59628 59628 12779 12779 551649 551649 559555 559555 51927 51927 135231 135231 9291 9291 8800 8800 252899 252899 45679 45679 6754715 6060176 694539 0 203380 84050 471908 10472 15000 1210000 1210000 14914 20587 101207774 106681526 40176613 40033788 143284589 148055423 185761 200727 6385388 5455640 1400000 0 6647026 3493044 14618175 9149411 X 128666414 138906012 128666414 138906012 143284589 148055423 1357924 8881674 0 X 0 1 X 1 0 X X 1 HEALTH FOUNDATION OF SOUTH FLORIDA INC 650005384 3 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 12779 12779 6767494 6780273 489014 122254 0 0 489014 489014 733521 12779 12779 122254 122254 183381 SCHEDULE C, PART I-A, LINE 1 THE ORGANIZATION FILED FORM 5768 DURING THE 2019 TAX YEAR. 0 ALTERNATIVE INVESTMENT FUNDS 40033788 F 40033788 DUE TO AFFILIATES 3493044 3493044 X PART X, LINE 2: 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, 2023, 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. 1 BROWARD REGIONAL HEALTH PLANNING COUNCIL 200 OAKWOOD LANE SUITE 100 HOLLYWOOD FL 33020 592274772 501(C)3 375000 0 BROWARD ACA SUBSIDY & TAX CREDIT ELIGIBILITY AWARENESS, EDUCATION AND ENROLLMENT HEALTH CHOICE NETWORK INC 9064 NW 13TH TERRACE MIAMI FL 33172 650504316 501(C)3 405816 0 CHOICE - COMMUNITY HEALTH OUTCOMES IMPROVED WITH COLLABORATION AND EQUITY DECARCERATE MIAMI INC 1951 NW 7TH AVE 300 MIAMI FL 33136 844077230 501(C)3 10000 0 DELIVERING OSHA TRAININGS TO FORMERLY INCARCERATED PEOPLE IN MIAMI GARDENS FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8TH STREET ACH2 676 MIAMI FL 33199 237047106 501(C)3 35000 0 DOCTOR'S OF TOMORROW (DOT) FLORIDA KEYS HEALTHY START COALITION INC 3132 C NORTHSIDE SUITE 102 KEY WEST FL 33040 650051482 501(C)3 403387 0 FLORIDA KEYS MATERNAL CHILD HEALTH EQUITY COLLABORATIVE TOWN SQUARE NEIGHBORHOOD DEVELOPMENT CORPORATION 1300 BISCAYNE BOULEVARD MIAMI FL 33132 453056903 501(C)3 50000 0 FRIENDS OF THE UNDERDECK GREENLIGHT FUND INC 50 MILK STREET 16TH FLOOR BOSTON MA 02109 200407083 501(C)3 125000 0 GREENLIGHT FUND MIAMI BIG BROTHERS BIG SISTERS OF BROWARD COUNTY 3511 W COMMERCIAL BLVD SUITE 200 FORT LAUDERDALE FL 33309 591507595 501(C)3 20000 0 INCREASE BIPOC MENTOR RECRUITMENT PUBLIC HEALTH TRUST JACKSON HEALTH SYSTEM 1611 NW 12TH AVE MIAMI FL 33136 591713947 115(1) 310386 0 JHS BLACK MATERNAL AND INFANT HEALTH EQUITY COLLABORATIVE THE MIAMI FOUNDATION 40 NW 3RD STREET SUITE 305 MIAMI FL 33128 650350357 501(C)3 30000 0 LEADERSHIP LAB NEIGHBORHOOD HEROES COHORT 5 LEGAL SERVICES OF GREATER MIAMI INC 4343 W FLAGLER STREET MIAMI FL 33134 591227481 501(C)3 300000 0 MEDICAL LEGAL PARTNERSHIP MIAMI-DADE COLLABORATIVE - PHASE 2 FLORIDA INTERNATIONAL UNIVERSITY 11200 SW 8TH STREET - AHC3-524 MIAMI FL 33199 650177616 501(C)3 17500 0 NURSING SCHOLARSHIPS 2023-2024 AMERICAN CHILDREN'S CAMPAIGN 111 S MAGNOLIA DR STE 4 TALLAHASSEE FL 32301 311811747 501(C)3 15000 0 ORAL HEALTH EQUITY WORKGROUP AND PUBLIC EDUCATION LIFENET4FAMILIES- COOPERATIVE FEEDING PROGRAM 1 NW 33RD TERRACE FORT LAUDERDALE FL 33311 592696451 501(C)3 20000 0 PARKING LOT PROJECT CIRCLE OF BROTHERHOOD INC 5120 NW 24TH AVENUE MIAMI FL 33142 472382636 501(C)3 290000 0 PEACEMAKERS PROVIDE SAFETY, HEALTH, AND HEALING MIAMI HOMES FOR ALL INC 3250 SW 3RD AVE MIAMI FL 33129 592521237 501(C)3 100000 0 PREPARING FOR SOUND INVESTMENTS IN AFFORDABLE HOUSING PUBLIC HEALTH TRUST JACKSON HEALTH SYSTEM 1611 NW 12TH AVE MIAMI FL 33136 591713947 501(C)3 175000 0 SFAA REGIONAL MARKETPLACE FLORIDA KEYS AREA HEALTH EDUCATION CENTER INC 5800 OVERSEAS HWY STE 38 MARATHON FL 33050 650183810 501(C)3 80222 0 KEYS AHEC-MONROE COUNTY ACCESS TO CARE COLLABORATIVE GOOD HEALTH CLINIC INC 336 NW 5TH ST MIAMI FL 33128 043745805 501(C)3 80025 0 KEYS AHEC-MONROE COUNTY ACCESS TO CARE COLLABORATIVE WOMANKIND 1511 TRUMAN AVE KEY WEST FL 33040 651003208 115(1) 87567 0 KEYS AHEC-MONROE COUNTY ACCESS TO CARE COLLABORATIVE BROWARD COLLEGE FOUNDATION INC 111 EAST LAS OLAS BLVD 11TH FLOOR FORT LAUDERDALE FL 33301 237181959 501(C)3 200000 0 SFAA SMALL BUSINESS CAPACITY BUILDING - CITI COMMUNITY CARE PLAN (CCP) 1250 S MIAMI AVE MIAMI FL 33130 320124346 501(C)3 182985 0 HEALTH EQUITY COLLABORATIVE FLORIDA COMMUNITY HEALTH WORKER COALITION 7200 66TH ST N PINELLAS PARK FL 33781 473503638 501(C)3 33500 0 PATHWAYS TO MEDICAID COVERAGE 23 PART I, LINE 2 GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS IN 6 MONTH INCREMENTS THROUGHOUT THE DURATION OF THE GRANT PERIOD. THE PROGRESS REPORT INCLUDES AN EXPENSE REPORT DETAILING HOW THE FUNDS WERE SPENT. THE GRANTS TEAM REVIEWS THE PROGRESS REPORT AND FINAL REPORTS TO ENSURE THE GRANTEES ARE IN COMPLIANCE WITH THE GRANT REQUIREMENTS. THE GRANT DEPARTMENT CREATES SUMMARIES OF ALL PROGRESS REPORTS THROUGHOUT THE YEAR AS THEY ARE RECEIVED, AND FILES THE SUMMARIES INTO THE BOARD BOOK SO THEY MAY BE REVIEWED BY THE BOARD. PAYMENTS ARE TIED TO SUCCESSFUL REVIEW OF PROGRESS AND FINAL REPORTS. IF THERE ARE ANY ISSUES WITH PERFORMANCE OR COMPLIANCE, STAFF HAS THE OPTION TO RESCIND THE GRANT. X X 0 0 0 0 0 0 0 0 0 LOREEN CHANT PRESIDENT/CEO 276833 48853 0 0 0 0 22385 3358 0 0 299218 52211 0 0 ALECIA DILLON CFO 191733 33835 0 0 0 0 15678 2352 0 0 207411 36187 0 0 JANISSE SCHOEPP CSO 188951 33344 0 0 0 0 15612 2342 0 0 204563 35686 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED. THE BOARD REVIEWS THE 990 FOR ACCURACY AND A FINAL VERSION IS SIGNED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. BEFORE A NEW MEMBER IS VOTED ONTO THE BOARD, THEIR INDEPENDENCE IS REVIEWED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE ORGANIZATION USES COMPENSATION SURVEY/STUDY WHICH WAS LAST DONE ON 1/1/2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PARTS AND SCHEDULES OF THE FORM 990 THAT WERE AMENDED: 2023 FEDERAL FORM 990 WAS AMENDED TO PROVIDE CORRECT AND ACCURATE REPRESENTATION OF THE ORGANIZATION'S BOARD MEMBERS. AS A RESULT, BELOW ARE THE UPDATED PARTS ON THE RETURN. PART 1, LINE 6 HAS BEEN UPDATED TO REFLECT CORRECT NUMBER OF VOLUNTEERS. PART VI, LINES 1A AND 1B HAVE BEEN UPDATED TO REFLECT CORRECT NUMBER OF VOTING MEMBERS AND INDEPENDENT VOTING MEMBERS. PART VII WAS ADJUSTED TO REFLECT CORRECT TITLES, AVERAGE HOURS PER WEEK FOR RELATED ORGANIZATION AND THEIR POSITIONS. HEALTH FOUNDATION OF SOUTH FLORIDA INC 2 SOUTH BISCAYNE BOULEVARD ST MIAMI FL 33131 650005384 HEALTH FL 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SCHEDULE R, PART V, LINE 1O HEALTH FOUNDATION OF SOUTH FLORIDA, INC, THE PARENT ORGANIZATION, IS RESPONSIBLE FOR FILING ALL PAYROLL RELATED FORMS. THE COST OF THE PAYROLL IS SHARED BETWEEN HEALTH FOUNDATION OF SOUTH FLORIDA, INC. AND ITS SUPPORTING ORGANIZATION, HFSF GRANTS MANAGEMENT, INC