HFSF GRANTS MANAGEMENT INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HFSF GRANTS MANAGEMENT INC (EIN 65-0005383)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201423189349303382
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T10:45:39-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SE THIRD AVENUE SUITE 1100 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650005383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HFSF GRANTS MANAGEMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KATHY ANTIEAU | InCareOfNm |
| Business Name Control | HFSF | BusinessNameControlTxt |
| Phone | 3053747200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH BISCAYNE BOULEVARD | AddressLine1 |
| Address Line2 | Suite 1710 | AddressLine2 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN E MARCUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3059959600 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donald Butler | PreparerPersonNm |
| PTIN | P00541422 | PTIN |
| Phone | 3059959600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN E MARCUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH BISCAYNE BLVD STE1710 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,555,324 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.HFSF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE SPECIFIC GOALS OF THE ORGANIZATION ARE TO PROMOTE HEALTHY LIFESTYLES OF INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $257,544 | TotalGrossUBIAmt |
| PY Contributions Grants | $530,487 | PYContributionsGrantsAmt |
| CY Contributions Grants | $518,074 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,328 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,456,361 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,946,475 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,900 | PYOtherRevenueAmt |
| CY Other Revenue | $11,423 | CYOtherRevenueAmt |
| PY Total Revenue | $6,004,076 | PYTotalRevenueAmt |
| CY Total Revenue | $6,475,972 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,762,637 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,306,959 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,215,737 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,248,490 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,921,555 | PYOtherExpensesAmt |
| CY Other Expenses | $1,746,850 | CYOtherExpensesAmt |
| PY Total Expenses | $7,899,929 | PYTotalExpensesAmt |
| CY Total Expenses | $7,302,299 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,895,853 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$826,327 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $118,227,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,765,848 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,427,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,682,689 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $112,799,625 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $122,083,159 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SPECIFIC GOALS OF THE ORGANIZATION ARE TO PROMOTE HEALTHY LIFESTYLES OF INDIVIDUALS, FAMILIES, AND COMMUNITIES; TO IMPROVE AND INCREASE THE AVAILABILITY AND QUALITY OF PREVENTIVE HEALTH MEASURES, PRIMARY HEALTH CARE, ORAL HEALTH CARE AND BEHAVIORAL HEALTH CARE; AND TO INTEGRATE AND COORDINATE EFFORTS TO IMPROVE HEALTH AND HEATLH CARE SERVICES BY INCREASING THE EFFECTIVENESS AND EFFICIENCY OF HEALTH BASED ORGANIZATIONS AND THE HEALTH CARE SYSTEM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,835,284 | ExpenseAmt |
| Grant | $2,580,462 | GrantAmt |
| Desc | THE ORGANIZATION'S RESPONSIVE GRANTMAKING PROGRAM APPROVED 45 GRANTS IN 2013 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 GRATNS 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 AND PREVENTIVE HEALTH MEASURES; STRENGTHENING NONPROFIT HEALTH PROVIDERS' CAPACITY TO DELIVER SUSTAINABLE HEALTH SERVICE; IMPROVE THE QUALITY, VALUE, AND CULTURAL SENSITIVITY OF HEALTH SERVICES AND ELIMINATE HEALTH DISPARITIES FOR ALL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $800,315 | ExpenseAmt |
| Grant | $344,016 | GrantAmt |
| Desc | IN 2013 THE ORGNANIZATION CONTINUED ITS HEALTHY AGING REGIONAL COLLABORATIVE AND IS DEDICATING $7.5 MILLION IN GRANTS OVER FIVE YEARS FOR THIS INITIATIVE TO PROMOTE AND PRESERVE THE HEALTH OF OLDER ADULTS. HEALTHY AGING REGIONAL COLLABORATIVE PROVIDED GRANTS TO 12 QUALIFIED NONPROFIT HEALTH ORGANIZATIONS FOR EVIDENCE-BASED PROGRAMS THAT INCLUDE, CHRONIC DISEASE SELF-MANAGEMENT: GEARED TOWARD ENABLING OLDER ADULTS TO BUILD SELF-CONFIDENCE AND ASSUME A MAJOR ROLE IN MAINTAINING THEIR HEALTH AND MANAGING THEIR CHRONIC HEALTH CONDITIONS; ENAHANCEFITNESS: FOCUSED IMPROVING OVERALL FUNCTIONAL FITNESS AND WELL-BEING OF OLDER ADULTS; HEALTHY IDEAS: IDENTIFYING DEPRESSION, EMPOWERING ACTIVITIES FOR SENIORS; MATTER OF BALANCE: DESIGNED TO REDUCE THE FEAR OF FALLING AND INCREASE ACTIVITY LEVELS AMONG OLDER ADULTS. THE TOTAL AMOUNT OF SUPPORT AWARD FOR 2013 WAS $344,016 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,270,373 | ExpenseAmt |
| Grant | $700,000 | GrantAmt |
| Desc | 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 PROGRAMS AND COMMUNITY INVESTMENTS AND THE PRESIDENT/CEO. ADMINISTRATIVE GRANTS ARE USED TO SUPPORT ONE-TIME COSTS AND SMALL PROJECTS TYPICALLY LASTING LESS THAN A YEAR. IN 2013, 48 ADMINISTRATIVE GRANTS WERE APPROVED. THE TOTAL AMOUNT OF SUPPORT AWARDED WAS $700,000 | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $115,000 | $115,000 | NURSING SCHOLARSHIP PROGRAMS |
| $345,000 | $345,000 | HEALTHY COMMUNITY PARTNERSHIP |
| $112,981 | $112,981 | AGE FRIENDLY CITIES |
| $109,500 | $109,500 | OTHER PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $682,481 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $682,481 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,588,453 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | 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 | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | false | 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 | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY ANTIEAU | PersonNm |
| Phone | 3053747200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH BISCAYNE BOULEVARD SUITE 1 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | OfficerOfficerInd | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KAREN B GILMORE | |||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | ||||
| LOREEN CHANT | |||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | ||||
| RICK LAVINA | |||||||
| CHAIRMAN | 0.5 | Yes (X) | $0 | Yes (X) | |||
| STEVEN E MARCUS | |||||||
| PRESIDENT/CEO | 40.0 | $0 | Yes (X) | $252,277 | $82,041 | ||
| KATHY ANTIEAU | |||||||
| CFO/TREASURER | 40.0 | $0 | Yes (X) | $127,464 | $49,833 | ||
| PETER WOOD | |||||||
| VICE PRESIDENT PROGRAMS | 40.0 | $0 | $148,343 | $45,745 | Yes (X) | ||
| SHARI GANTMAN | |||||||
| VICE PRESIDENT COMMUNICATION | 40.0 | $0 | $106,899 | $25,130 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $634,983 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $202,749 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ ASSOCIATES | |||||
| 273 Corporate Drive | PORTSMOUTH | NH | 03801 | INVEST. CONSULTING | $140,340 |
| Marathon-London International Inves | |||||
| 801 S CANAL STREET | CHICAGO | IL | 60607 | Investment Mgmt | $108,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $518,074 | RelatedOrganizationsAmt |
| Total Contributions | $518,074 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,026,629 | TotalRevenueColumnAmt |
| Exclusion | $2,026,629 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,999,198 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,352 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,919,846 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,919,846 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $257,544 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,662,302 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $11,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,423 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,423 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,475,972 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $257,544 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,688,931 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,306,959 | TotalAmt |
| Program Services | $4,306,959 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,747 | TotalAmt |
| Program Services | $346,998 | ProgramServicesAmt |
| Management And General | $86,749 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,320 | TotalAmt |
| Program Services | $509,856 | ProgramServicesAmt |
| Management And General | $127,464 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,825 | TotalAmt |
| Program Services | $31,060 | ProgramServicesAmt |
| Management And General | $7,765 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,950 | TotalAmt |
| Program Services | $58,360 | ProgramServicesAmt |
| Management And General | $14,590 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,648 | TotalAmt |
| Program Services | $52,518 | ProgramServicesAmt |
| Management And General | $13,130 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,656 | TotalAmt |
| Program Services | $3,259 | ProgramServicesAmt |
| Management And General | $1,397 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,667 | TotalAmt |
| Program Services | $6,067 | ProgramServicesAmt |
| Management And General | $2,600 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,594 | TotalAmt |
| Program Services | $154,078 | ProgramServicesAmt |
| Management And General | $359,516 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,166 | TotalAmt |
| Program Services | $134,489 | ProgramServicesAmt |
| Management And General | $3,677 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,196 | TotalAmt |
| Program Services | $6,779 | ProgramServicesAmt |
| Management And General | $2,417 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,257 | TotalAmt |
| Program Services | $43,022 | ProgramServicesAmt |
| Management And General | $18,235 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,706 | TotalAmt |
| Program Services | $24,994 | ProgramServicesAmt |
| Management And General | $10,712 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,032 | TotalAmt |
| Program Services | $120,826 | ProgramServicesAmt |
| Management And General | $30,206 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,342 | TotalAmt |
| Program Services | $12,274 | ProgramServicesAmt |
| Management And General | $3,068 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,208 | TotalAmt |
| Program Services | $59,497 | ProgramServicesAmt |
| Management And General | $14,711 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,442 | TotalAmt |
| Program Services | $23,554 | ProgramServicesAmt |
| Management And General | $5,888 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| HEALTH AGING INITIATIVE | $358,264 | $358,264 |
| COMMUNITY SPONSORSHIPS | $110,356 | $110,356 |
| TRANSFORMING OUR COMMUNITIES | $78,983 | $78,983 |
| OTHER PROGRAM EXPENSES | $118,804 | $118,804 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,177 | TotalAmt |
| Program Services | $27,456 | ProgramServicesAmt |
| Management And General | $11,721 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,302,299 | TotalAmt |
| Program Services | $6,588,453 | ProgramServicesAmt |
| Management And General | $713,846 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,606,453 | BOYAmt |
| EOY | $2,853,333 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,653 | BOYAmt |
| EOY | $1,103 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,513 | BOYAmt |
| EOY | $7,437 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,359,117 | BOYAmt |
| EOY | $95,298,647 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,249,291 | BOYAmt |
| EOY | $29,605,328 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,227,027 | BOYAmt |
| EOY | $127,765,848 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,706 | BOYAmt |
| EOY | $149,919 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,635,635 | BOYAmt |
| EOY | $4,049,223 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,061 | BOYAmt |
| EOY | $1,483,547 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,427,402 | BOYAmt |
| EOY | $5,682,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,799,625 | BOYAmt |
| EOY | $122,083,159 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,799,625 | BOYAmt |
| EOY | $122,083,159 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,227,027 | BOYAmt |
| EOY | $127,765,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$826,327 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,109,861 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH FOUNDATION OF SOUTH FLORIDA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650005384 | EIN |
| Organization Type | 03 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (true) | SupportedOrgNotifiedInd |
| US Organized | Yes (true) | USOrganizedInd |
| Support | $0 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENT FUNDS | $20,563,140 | F |
| REDEMPTION RECEIVABLE | $9,042,188 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,605,328 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $1,483,547 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,483,547 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,461,993 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,109,861 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,389,754 | OtherRevenueAmt |
| Revenue Not Reported | $13,499,615 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,962,378 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $513,594 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $513,594 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,475,972 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,103,626 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,314,921 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,314,921 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,788,705 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $513,594 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $513,594 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,302,299 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | U.S. 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, 2013 and 2012, 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. The Organization's returns for the years ended December 31, 2010 through 2013 remain subject to these routine examinations by Federal and State tax jurisdictions. |
| SCHEDULE D, PART XI, LINE 2D | The financial statements are presented as consolidated statements of Health Foundation of South Florida, Inc. and Affiliates. The revenue from ealth Foundation of South Florida, Inc. (EIN - 65-0005384), a related organization, amount to $3,389,754 |
| SCHEDULE D, PART XII, LINE 2D | The financial statements are presented as consolidated statements of Health Foundation of South Florida, Inc. and Affiliates. The EXPENSES from Health Foundation of South Florida, Inc. (EIN - 65-0005384), a related organization, amount to $1,314,921 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (104 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alliance for a Healthier Generation | |||||||
| 606 SE 9th Ave | PORTLAND | OR | 97214 | 272028308 | 501(C)(3) | $99,430 | Improve healthy eating and physical activity stand |
| Alliance for a Healthier Generation | |||||||
| 606 SE 9th Ave | PORTLAND | OR | 97214 | 272028308 | 501(C)(3) | $105,620 | Provide technical assistance to Broward County sch |
| Alliance for Aging | |||||||
| 760 NW 107th Avenue 214 2nd Floor | MIAMI | FL | 33172 | 650101947 | 501(C)(3) | $50,000 | Matter of Balance - Year 6 |
| Alliance for Aging | |||||||
| 760 NW 107th Avenue 214 2nd Floor | MIAMI | FL | 33172 | 650101947 | 501(C)(3) | $45,000 | Stanford Self Management Program - Year 6 |
| Areawide Council on Aging of Broward County | |||||||
| 5300 Hiatus Road | SUNRISE | FL | 33351 | 591529419 | 501(C)(3) | $20,000 | Stanford Self-Management Program - Year 6 |
| Areawide Council on Aging of Broward County | |||||||
| 5300 Hiatus Road | SUNRISE | FL | 33351 | 591529419 | 501(C)(3) | $36,000 | Matter of Balance - Year 6 |
| Banyan Community Health Center Inc | |||||||
| 6100 Blue Lagoon Drive Suite 400 | MIAMI | FL | 33126 | 273164934 | 501(C)(3) | $60,000 | Implement an Electronic Health Records system |
| Better Way of Miami Inc | |||||||
| 800 NW 28th Street | MIAMI | FL | 33127 | 592462933 | 501(C)(3) | $75,000 | Implement an Electronic Health Records system |
| Borinquen Health Care Center Inc | |||||||
| 3601 Federal Highway | MIAMI | FL | 33137 | 591417397 | 501(C)(3) | $10,000 | Colorectal Cancer Screenings |
| Broward Behavioral Health Coalition Inc | |||||||
| 1715 SE 4th Avenue | FORT LAUDERDALE | FL | 33316 | 453675836 | 501(C)(3) | $60,000 | Improve the capacity of the behavioral health syst |
| Broward College Foundation Inc | |||||||
| 110 East Broward Blvd Suite 750 | FORT LAUDERDALE | FL | 33334 | 237181959 | 501(C)(3) | $45,000 | Nursing Scholarships 2013-2014 |
| Broward Education Foundation Inc | |||||||
| 600 SE Third Avenue 1st floor | FORT LAUDERDALE | FL | 33301 | 592359433 | 501(C)(3) | $31,500 | Implement an integrated school garden nutrition pr |
| Broward Regional Health Planning Council Inc | |||||||
| 200 Oakwood Lane Suite 10 | HOLLYWOOD | FL | 33020 | 592274772 | 501(C)(3) | $25,000 | Stanford Self-Managment Program - Year 6 |
| Broward Regional Health Planning Council Inc | |||||||
| 200 Oakwood Lane Suite 10 | HOLLYWOOD | FL | 33020 | 592274772 | 501(C)(3) | $19,455 | Stanford Self-Managment Program |
| Broward Regional Health Planning Council Inc | |||||||
| 200 Oakwood Lane Suite 10 | HOLLYWOOD | FL | 33020 | 592274772 | 501(C)(3) | $39,995 | Enhance an existing electronic health record syste |
| Carrfour Supportive Housing | |||||||
| 1398 SW 1st Street 12th Floor | MIAMI | FL | 33135 | 650387766 | 501(C)(3) | $25,000 | Learning Kitchen and Farmers' Market at Verde Gard |
| Carrfour Supportive Housing | |||||||
| 1398 SW 1st Street 12th Floor | MIAMI | FL | 33135 | 650387766 | 501(C)(3) | $28,800 | Create a healthy food hub that extends into low-in |
| Casa Valentina Inc | |||||||
| 2990 SW 35 Avenue Suite 2 | MIAMI | FL | 33133 | 204647939 | 501(C)(3) | $6,000 | Strategic planning |
| Children's Bereavement Center | |||||||
| 7600 South Red Road Suite 307 | SOUTH MIAMI | FL | 33143 | 650918564 | 501(C)(3) | $17,886 | Collateral materials for a capacity building proje |
| Children's Diagnostic & Treatment Center Inc | |||||||
| 1401 South Federal Highway | FORT LAUDERDALE | FL | 33316 | 651026739 | 501(C)(3) | $100,000 | Provide oral health services to 700 children and a |
| Citrus Health Network Inc | |||||||
| 4175 West 20 Ave | HIALEAH | FL | 33012 | 591865751 | 501(C)(3) | $80,000 | Add a behavioral medicine component to primary car |
| City of Miami Gardens | |||||||
| 1515 NW 167 Street Bldg 5 Suite | MIAMI GARDENS | FL | 33169 | 113695944 | 501(C)(3) | $125,000 | Healthy Community Partnerships - City of Miami Gar |
| Community AIDS Resource | |||||||
| 3510 Biscayne Boulevard Suite 300 | MIAMI | FL | 33137 | 592564198 | 501(C)(3) | $45,000 | Improve the health literacy of patients through te |
| Community Health of South Florida Inc | |||||||
| 10300 SW 216 Street | MIAMI | FL | 33190 | 591372690 | 501(C)(3) | $16,500 | Stanford Self-Management Program - Year 6 |
| Community Health of South Florida Inc | |||||||
| 10300 SW 216 Street | MIAMI | FL | 33190 | 591372690 | 501(C)(3) | $9,150 | Colon Care Initiative |
| ConnectFamilias Inc | |||||||
| 1111 SW 8th Street Suite 208 | MIAMI | FL | 33130 | 371646586 | 501(C)(3) | $125,000 | Healthy Community Partnerships - Little Havana |
| Dade County Dental Research Clinic | |||||||
| 750 NW 20th Street | MIAMI | FL | 33127 | 237372819 | 501(C)(3) | $50,000 | Procure and implement a diagnostic tool needed for |
| Douglas Gardens Community Mental Health Center | |||||||
| 1680 Meridian Avenue Suite 501 | MIAMI BEACH | FL | 33139 | 591923396 | 501(C)(3) | $84,360 | Provide peer support and socialization to support |
| Family Counseling Services of Greater Miami Inc | |||||||
| 7412 Sunset Drive | MIAMI | FL | 33143 | 591312775 | 501(C)(3) | $44,300 | Purchase and install an Electronic Health Record s |
| Fishermens Hospital Inc | |||||||
| 5800 Overseas Highway Suite 36 | MARATHON | FL | 33050 | 590914771 | 501(C)(3) | $65,000 | Establish primary care clinic for underserved fami |
| Florida Certified Organic Growers & Consumers Inc | |||||||
| PO Box 12311 | GAINEVILLE | FL | 32604 | 593006664 | 501(C)(3) | $7,000 | Increasing healthy food access to underserved comm |
| Florida Community Loan Fund | |||||||
| 501 North Magnolia Avenue | ORLANDO | FL | 32801 | 650545058 | 501(C)(3) | $15,000 | Florida Partnership for Healthy People - Healthy P |
| Florida Department of Health- Monroe County | |||||||
| 1100 Simonton Street 1-188 | KEY WEST | FL | 33040 | 593502843 | 501(C)(3) | $56,000 | Increase the number of multiunit properties in Mon |
| Florida Impact Inc | |||||||
| 1331 East Lafayette Street Suite A | TALLAHASSEE | FL | 32301 | 592859151 | 501(C)(3) | $46,000 | Increase participation in the Federal after-school |
| Florida International University | |||||||
| 2020 South Andrews Avenue | FORT LAUDERDALE | FL | 33199 | 651147958 | 501(C)(3) | $30,000 | Enhancing Health through Professional Education |
| Florida International University | |||||||
| 11200 SW 8th Street AHC3 Room 5 | MIAMI | FL | 33199 | 237047106 | 501(C)(3) | $45,000 | Nursing Scholarships 2012-2013 |
| Florida International University Foundation Inc | |||||||
| 11200 SW 8th Street MARC 540 | MIAMI | FL | 33199 | 237047106 | 501(C)(3) | $27,000 | Develop and implement a plan to address community |
| Florida International University Foundation Inc | |||||||
| 11200 SW 8th Street MARC 540 | MIAMI | FL | 33199 | 237047106 | 501(C)(3) | $45,000 | Provide access to primary care for underserved and |
| Florida Keys Area Health Education Center Program | |||||||
| 5800 Overseas Hwy 38 | MARATHON | FL | 33050 | 650183810 | 501(C)(3) | $49,750 | Provide technical assistance to Monroe County scho |
| Florida Philanthropic Network | |||||||
| 1211 N Westshore Blvd 314 | TAMPA | FL | 33607 | 201328734 | 501(C)(3) | $6,000 | Organizational capacity building |
| Florida State University | |||||||
| 2000 Levy Avenue Suite 351 | TALLAHASSEE | FL | 32310 | 591961248 | 501(C)(3) | $25,000 | Florida Certificate of Need Policy Brief |
| Foundation For a Breastfeeding Culture | |||||||
| 11432 SW 87 Terrace | MIAMI | FL | 33173 | 260825395 | 501(C)(3) | $25,000 | Assist hospitals in the Baby-Friendly Designation |
| Foundation For a Breastfeeding Culture | |||||||
| 11432 SW 87 Terrace | MIAMI | FL | 33173 | 260825395 | 501(C)(3) | $10,000 | Baby Friendly Hospital Summit |
| Georgetown University Health Policy Institute | |||||||
| 3300 Whitehaven St NW Suite 5000 B | WASHINGTON | DC | 20057 | 530196603 | 501(C)(3) | $22,000 | Study of the Florida Medicaid Managed Long-Term Ca |
| Health Council of South Florida Inc | |||||||
| 8095 NW 12th Street Suite 300 | DORAL | FL | 33126 | 592268478 | 501(C)(3) | $20,000 | Miami Matters: World Class Health Information for |
| Health Council of South Florida Inc | |||||||
| 8095 NW 12th Street Suite 300 | DORAL | FL | 33126 | 592268478 | 501(C)(3) | $25,000 | Data Assessments for the Healthy Community Partner |
| Health Information Project Inc | |||||||
| 4601 Ponce de Leon Blvd Suite 300 | CORAL GABLES | FL | 33146 | 800526558 | 501(C)(3) | $30,000 | Improve health awareness and access to health info |
| Henderson Behavioral Health | |||||||
| 4740 N State Road 7 Suite 201 | FORT LAUDERDALE | FL | 33319 | 590711167 | 501(C)(3) | $100,000 | Support the implement a health home program for in |
| Here's Help Inc | |||||||
| 15100 NW 27th Avenue | OPA LOCKA | FL | 33054 | 591298067 | 501(C)(3) | $73,000 | Implement and evaluate two value-added social reco |
| In Our Backyards Inc | |||||||
| 540 President Street 3rd Floor | BROOKLYN | NY | 11215 | 263283639 | 501(C)(3) | $32,500 | IOBY replication in Miami-Dade Year 1 |
| In Our Backyards Inc | |||||||
| 540 President Street 3rd Floor | BROOKLYN | NY | 11215 | 263283639 | 501(C)(3) | $37,500 | IOBY replication in Miami-Dade Year 2 |
| Jessie Trice Community Health Centers Inc | |||||||
| 5607 NW 27th Avenue suite 1 | MIAMI | FL | 33142 | 591235617 | 501(C)(3) | $25,000 | EnhanceFitness - Year 6 |
| Key Clubhouse Of South Florida | |||||||
| 1400 NW 54th St Suite A | MIAMI | FL | 33142 | 263727540 | 501(C)(3) | $40,900 | Equip a larger clubhouse facility with computers a |
| Kristi House Inc | |||||||
| 1265 NW 12th Avenue | MIAMI | FL | 33136 | 650576650 | 501(C)(3) | $25,000 | Support a program for sexually exploited girls |
| Liga contra el Cancer (La Liga) | |||||||
| 2180 Sw 12 Avenue | MIAMI | FL | 33129 | 591629554 | 501(C)(3) | $20,000 | Free Diagnostic Mammogram Screening and cancer awa |
| Little Havana Activities and Nutrition Centers | |||||||
| 700 SW 8th Street | MIAMI | FL | 33130 | 237378008 | 501(C)(3) | $15,000 | Stanford Self-Management Program - Year 6 |
| Luz Del Mundo - Light of the World Clinic | |||||||
| 806 E Prospect Road | OAKLAND PARK | FL | 33334 | 650266070 | 501(C)(3) | $22,175 | Medical equipment for testing, diagnosis and treat |
| Memorial Foundation Inc | |||||||
| 3711 Garfield Street | HOLLYWOOD | FL | 33021 | 592082218 | 501(C)(3) | $70,000 | Increase Capacity to Offer Dialectical Behavioral |
| Miami Beach Community Health Center | |||||||
| 11645 Biscayne Boulevard Suite 207 | NORTH MIAMI | FL | 33181 | 591829984 | 501(C)(3) | $161,396 | Establish additional primary care examination room |
| Miami Beach Education Foundation Inc | |||||||
| 1920 Meridian Avenue | MIAMI BEACH | FL | 33139 | 311735967 | 501(C)(3) | $62,000 | Provide basic health services to three schools in |
| Miami Children's Initiative | |||||||
| 5400 NW 22nd Avenue 4th Floor | MIAMI | FL | 33142 | 275025010 | 501(C)(3) | $25,000 | Liberty City Community Collaborative for Change |
| Miami Coalition For The Homeless | |||||||
| 140 West Flagler Street Ste 105 | MIAMI | FL | 33130 | 592521237 | 501(C)(3) | $20,000 | Updated health assessment on persons experiencing |
| Miami Downtown Development Authority | |||||||
| 200 S Biscayne Boulevard Suite 29 | MIAMI | FL | 33131 | 591154607 | 501(C)(3) | $25,000 | Measuring the Success of Downtown Bicycle & Pedest |
| Miami Lighthouse for the Blind and Visually Impair | |||||||
| 601 Southwest 8th Avenue | MIAMI | FL | 33130 | 590637847 | 501(C)(3) | $9,000 | Support the delivery of eye wellness services to c |
| Miami Lighthouse for the Blind and Visually Impair | |||||||
| 601 Southwest 8th Avenue | MIAMI | FL | 33130 | 590637847 | 501(C)(3) | $20,000 | Increasing Voucher Utilization at local Optometris |
| Miami-Dade College | |||||||
| 950 NW 20th Street Room 1355-10 | MIAMI | FL | 33127 | 596169745 | 501(C)(3) | $25,000 | Nursing Scholarship 2013-2014 |
| Miami-Dade County Health Department | |||||||
| 8600 NW 17 Street Suite 200 | MIAMI | FL | 33126 | 593502843 | 501(C)(3) | $10,000 | Consortium for a Healthier Miami-Dade Support Fund |
| Miami-Dade County Health Department | |||||||
| 8600 NW 17 Street Suite 200 | MIAMI | FL | 33126 | 593502843 | 501(C)(3) | $55,000 | Operate a mobile dental van that provides preventi |
| Miami-Dade County Park & Recreation Dept | |||||||
| 275 NW Second Street | MIAMI | FL | 33128 | 200924393 | 501(C)(3) | $24,000 | EnhanceFitness - Year 6 |
| Miami-Dade County Park & Recreation Dept | |||||||
| 275 NW Second Street | MIAMI | FL | 33128 | 200924393 | 501(C)(3) | $67,355 | Miami-Dade Age Friendly Initiative. |
| Nova Southeastern University | |||||||
| 3301 College Ave | FORT LAUDERDALE | FL | 33314 | 591083502 | 501(C)(3) | $32,000 | Document patient experience within patient center |
| Opa-locka Community Development Corporation Inc | |||||||
| 490 Opa-locka Blvd Suite 20 | OPA LOCKA | FL | 33054 | 592106635 | 501(C)(3) | $25,000 | Opa-locka Healthy Community Partnership Initiative |
| Psychosocial Rehabilitation Center Inc | |||||||
| 5711 South Dixie Highway | SOUTH MIAMI | FL | 33143 | 591466709 | 501(C)(3) | $50,000 | Renovate and purchase equipment for a commercial-s |
| Public Health TrustJackson Health System (PHTJHS | |||||||
| 1500 NW 12th Avenue - Suite 803 Eas | MIAMI | FL | 33136 | 591713947 | 501(C)(3) | $10,000 | Colorectal Screening Program: FIT Implementation |
| Quit Doc Research and Education Foundation | |||||||
| 5944 Coral Ridge Drive 255 | CORAL SPRINGS | FL | 33076 | 205935069 | 501(C)(3) | $40,000 | Develop, implement, and staff an interactive video |
| ReServe Elder Service Inc | |||||||
| 211 West 14th Street 4th Floor | NEW YORK | NY | 10011 | 810665063 | 501(C)(3) | $19,250 | Community AGEnda - Pfizer: Age-Friendly Employment |
| Sant La Haitian Neighborhood Center | |||||||
| 5000 Biscayne Blvd Suite 110 | MIAMI | FL | 33131 | 651080680 | 501(C)(3) | $10,000 | The Affordable Care Act and The Haitian Community |
| South Florida Behavioral Health Network | |||||||
| 7205 Corporate Center Drive Suite | MIAMI | FL | 33126 | 593380599 | 501(C)(3) | $20,000 | Develop recommendations related to the delivery of |
| South Florida Hospital Research & Education Founda | |||||||
| 1855 Griffin Road Suite A415 | DANIA BEACH | FL | 33004 | 590979494 | 501(C)(3) | $30,000 | Assist hospitals as they adopt baby-friendly best |
| South Florida Jail Ministries Inc | |||||||
| 22790 SW 112 Avenue | MIAMI | FL | 33170 | 592471230 | 501(C)(3) | $75,000 | Integrate a behavioral health Electronic Health Re |
| Southeast OvertownPark West Community Redevelopme | |||||||
| 1490 NW 3rd Avenue Ste 105 | MIAMI | FL | 33136 | 650005383 | 501(C)(3) | $10,000 | Overtown Health Community Partnership |
| Star of the Sea Foundation Inc | |||||||
| 5640 Maloney Ave | KEY WEST | FL | 33040 | 300496670 | 501(C)(3) | $25,000 | Monroe County Healthy Produce and Proteins Food Re |
| Starting Place | |||||||
| 351 N State Road 7 Suite 200 | PLANTATION | FL | 33317 | 237047895 | 501(C)(3) | $90,000 | Purchase, modify, and install an Electronic Health |
| Switchboard of Miami Inc | |||||||
| 190 NE 3rd Street | MIAMI | FL | 33132 | 591348970 | 501(C)(3) | $60,000 | Manage a data base of 5,000 social services and pr |
| The Coordinating Council of Broward | |||||||
| 1300 S Andrews Avenue | FORT LAUDERDALE | FL | 33316 | 650613528 | 501(C)(3) | $10,000 | Common Eligibility Software |
| The Food Trust | |||||||
| 1617 John F Kennedy Blvd Ste 90 | PHILDELPHIA | PA | 19103 | 232678383 | 501(C)(3) | $25,000 | Fl Partnership for Healthy People-Healthy Places |
| The Miami Coalition for a Safe & Drug Free Communi | |||||||
| PO Box 1234 South Dixie Hwy 348 | CORAL GABLES | FL | 33146 | 650078686 | 501(C)(3) | $123,450 | Implement a substance abuse screening, referral an |
| The Miami Foundation Inc | |||||||
| 200 South Biscayne Boulevard | MIAMI | FL | 33131 | 650350357 | 501(C)(3) | $30,000 | Public Space Challenge |
| The Nemours Foundation | |||||||
| 1600 Rockland Road | WILMINGTON | DE | 19803 | 590634433 | 501(C)(3) | $20,000 | Florida Partnership for Healthy People-Healthy Pla |
| The Trust for Public Land | |||||||
| 7900 Red Road Suite 26 | SOUTH MIAMI | FL | 33143 | 237222333 | 501(C)(3) | $160,000 | Design and install four Fitness Zones. |
| United Way of Broward County Commission on Substan | |||||||
| 1300 South Andrews Avenue | FORT LAUDERDALE | FL | 33316 | 590624402 | 501(C)(3) | $20,000 | Offer prevention and/or early intervention assista |
| United Way of Miami-Dade County | |||||||
| 3250 SW Third Avenue | MIAMI | FL | 33129 | 590830840 | 501(C)(3) | $17,500 | Community AGEnda - Miami-Dade Age Friendly Initiat |
| University of Miami | |||||||
| PO Box 405803 | ATLANTA | GA | 30384 | 590624458 | 501(C)(3) | $12,500 | Veteran's Medical-Legal Outreach |
| University of South Florida Foundation Inc | |||||||
| 4202 East Fowler Avenue TVB100 | TAMPA | FL | 33620 | 590879015 | 501(C)(3) | $20,000 | Health News Florida - Journalism for a Healthy Sta |
| Urban Health Partnerships Inc | |||||||
| 425 NE 22nd Street Suite 401 | MIAMI | FL | 33173 | 453332540 | 501(C)(3) | $33,875 | Community AGEnda - Miami-Dade Age Friendly Initiat |
| WeCare of South Dade Inc | |||||||
| PO Box 343547 | FLORIDA CITY | FL | 33034 | 141885180 | 501(C)(3) | $12,000 | Technology Support |
| Womankind Inc | |||||||
| 1511 Truman Avenue | KEY WEST | FL | 33040 | 651003208 | 501(C)(3) | $30,180 | Establish a colorectal cancer screening and tracki |
| YMCA of Broward County Inc | |||||||
| 900 SE 3rd Ave | FORT LAUDERDALE | FL | 33316 | 590624463 | 501(C)(3) | $38,500 | Offer Stanford Self-Management Program/Matter of B |
| YMCA of Broward County Inc | |||||||
| 900 SE 3rd Ave | FORT LAUDERDALE | FL | 33316 | 590624463 | 501(C)(3) | $115,000 | Offer EnhanceFitness - Year 6 |
| YMCA of Broward County Inc | |||||||
| 900 SE 3rd Ave | FORT LAUDERDALE | FL | 33316 | 590624463 | 501(C)(3) | $74,700 | Incorporate community assessment and community pla |
| YMCA of Greater Miami | |||||||
| 730 NW 107th Avenue Suite 200 | MIAMI | FL | 33172 | 590624464 | 501(C)(3) | $20,000 | Enhance Fitness classes |
| YMCA of Greater Miami | |||||||
| 730 NW 107th Avenue Suite 200 | MIAMI | FL | 33172 | 590624464 | 501(C)(3) | $29,934 | Stanford Self-Management Program for Seniors |
| Youth LEAD a fiscal sponsorship fund of the M | |||||||
| 220 Biscayne Blvd Suite 505 | MIAMI | FL | 33131 | 650350357 | 501(C)(3) | $10,400 | Increase access to healthy foods in Miami-Dade Cou |
| YWCA of Greater Miami | |||||||
| 351 NW 5 Street | MIAMI | FL | 33128 | 590624450 | 501(C)(3) | $50,000 | Increase access to breast and cervical cancer scre |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 97 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN E MARCUS | ||||||||||||||
| PRESIDENT/CEO | $0 | $252,277 | $0 | $0 | $0 | $0 | $0 | $23,000 | $0 | $59,041 | $0 | $334,318 | $0 | $0 |
| KATHY ANTIEAU | ||||||||||||||
| CFO/TREASURER | $0 | $127,464 | $0 | $0 | $0 | $0 | $0 | $13,010 | $0 | $36,823 | $0 | $177,297 | $0 | $0 |
| PETER WOOD | ||||||||||||||
| VICE PRESIDENT PROGRAMS | $0 | $148,343 | $0 | $0 | $0 | $0 | $0 | $7,800 | $0 | $37,945 | $0 | $194,088 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTROS BEFORE IT IS FILED. THE BOARD REVIEWS THE 990 FOR ACCURACY AND A FINAL VERSION IS SIGNED BY THE PRESIDENT & CEO. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLAINCE 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMETNS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH FOUNDATION OF SOUTH FLORIDA INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH BISCAYNE BOULEVARD STE 171 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650005384 | EIN |
| Primary Activities | HEALTH | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH FOUNDATION OF SOUTH FLORIDA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $518,074 | InvolvedAmt |
| Method Of Amount Determination | GRANT RECEIVED | MethodOfAmountDeterminationTxt |