2024-03-07T17:22:45-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2022-01-01 471249404 HEART FOR WINTER HAVEN INC HEAR 8632916270 1951 8TH ST NW WINTER HAVEN FL 33881 ROBERT BEATTY EXECUTIVE DIRECTOR 8632916270 2024-03-05 1 ROBERT BEATTY 999009999 0 LACEY M QUATSOE P01300865 4078021200 2024-02-28 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ROBERT BEATTY 1951 8TH ST NW WINTER HAVEN FL 33881 3683523 0 X HEART4WH.ORG X 2014 FL MINISTER TO NEEDS OF HOMELESS COMMUNITY OF WINTER HAVEN-FINANCIAL, COACH, MENTAL HEALTH COUNSEL 11 11 16 100 0 0 990300 3594864 144150 52957 92 631 -14744 -4120 1119798 3644332 594412 2575003 0 0 279840 507898 0 0 1449 90650 198293 964902 3281194 154896 363138 392084 1010005 58234 245459 333850 764546 X HEART FOR WINTER HAVEN EXISTS TO EMPOWER INDIVIDUALS, BUSINESSES, CHURCHES AND ORGANIZATIONS TO CREATE A CONNECTED COMMUNITY WORKING TOGETHER TO RENEW PEOPLE AND PLACES, ONE LIFE-TRANSFORMING DEED AT A TIME. 0 0 2527837 2527837 ERAP: EMERGENCY RENTAL ASSISTANCE, UTILITIES ASSISTANCE 405903 47166 HOUSING STABILITY: EVICTION PREVENTION, RENTAL AND UTILITIES ASSISTANCE, RE-HOUSING SUPPORT 95218 43637 CENTER FOR WELL-BEING: FREE AND LOW-COST MENTAL HEALTH COUNSELING, INCLUDING ACCESS AND PERSONAL GROWTH OPPORTUNITIES TO EMPLOYEES OF LOCAL BUSINESSES; CONSULTATION, CASE MANAGEMENT, GROWTH WORKSHOPS AND CHAPLAINCY 12864 9320 SCHOLARSHIP HOUSE: A HOUSING PROGRAM FOR HOMELESS COLLEGE STUDENTS 5428 FAITH & FINANCES: FAITH-CENTERED FINANCIAL EDUCATION AND TRAINING FOR PEOPLE IN LOW-INCOME SITUATIONS 18292 9320 3047250 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 219 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 FL X TERRY HENDERSON 8632916270 1951 8TH ST NW WINTER HAVEN FL 33881 MATT BURKETT PRESIDENT 1.00 X X 0 0 0 JAMES ARNOLD VICE PRESIDENT 1.00 X X 0 0 0 CONLEY THORNHILL TREASURER 1.00 X X 0 0 0 JONATHAN WINFREE SECRETARY 1.00 X X 0 0 0 REBECCA CLARK DIRECTOR 1.00 X 0 0 0 JOE HALMAN JR DIRECTOR 1.00 X 0 0 0 DEBBIE HARSH DIRECTOR 1.00 X 0 0 0 KARI HENDRICKSON DIRECTOR 1.00 X 0 0 0 BUNNY REEVES DIRECTOR 1.00 X 0 0 0 AUSTIN SNIVELY DIRECTOR 1.00 X 0 0 0 ANDREA THIES DIRECTOR 1.00 X 0 0 0 ROBERT BEATTY EXECUTIVE DIRECTOR 40.00 X 66905 0 21416 66905 0 21416 0 0 0 0 0 6805 220605 2940211 427243 16691 3594864 CONSULTATION FEES 624200 32650 32650 COUNSELING SERVICES 624200 10987 10987 SCHOLARSHIP HOUSE 624200 9320 9320 52957 631 631 26310 220605 36431 -10121 -10121 4975 2760 2215 2215 TRANSACTIONAL FEES 900099 2410 2410 REFUNDS AND REWARDS 900099 1376 1376 3786 3644332 52957 0 -3489 2575003 2575003 88317 63744 24573 364004 262723 101281 22717 16396 6321 32860 23717 9143 34510 23283 11227 25043 20465 4578 6036 2963 1818 1255 40157 32230 7822 105 16055 12667 3388 2376 1855 521 376 376 5001 2670 2331 BAD DEBT EXPENSE 55859 55859 PROGRAM COSTS 5772 2543 3184 45 SERVICE CHARGES 4866 4767 99 LICENSES AND PERMITS 350 350 1892 1848 44 3281194 3047250 232495 1449 281966 176948 110118 624325 182179 4077 22476 392084 1010005 1519 19702 56715 225757 58234 245459 X 333850 390068 374478 333850 764546 392084 1010005 363138 -4725 72282 1 0 X 0 1 X 1 1 1 X 167166 258515 231405 990300 3594864 5242250 167166 258515 231405 990300 3594864 5242250 5242250 92 631 723 13843 47524 35071 96438 5339411 1056366 0.98180 0.96560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRANSACTIONAL FEES - 2022 AMOUNT: $ 2,410. REFUNDS AND REWARDS - 2022 AMOUNT: $ 1,376. FUNDRAISING REVENUE - 2020 AMOUNT: $ 13,843. 2021 AMOUNT: $ 47,524. 2022 AMOUNT: $ 26,310. GAMING REVENUE - 2022 AMOUNT: $ 4,975. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25749 1000 -4063 210 22476 0 25250 506 0 7 25749 1.00000 1 0 0 3860861 -4725 182062 177337 3683524 -39192 -39192 3644332 3430166 109780 109780 3320386 -39192 -39192 3281194 PART V, LINE 4: THE ENDOWMENT EXISTS TO ENCOURAGE ITS MEMBERS AND SUPPORTERS TO MAKE LEGACY GIFTS TO THE FUND AND TO CREATE A STABLE AND GROWING SOURCE OF REVENUE TO SUPPORT THE ORGANIZATION'S MISSION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE -36,432. GAMING EXPENSES NETTED WITH REVENUE -2,760. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE -36,432. GAMING EXPENSES NETTED WITH REVENUE -2,760. 5TH ANNUAL AS ONE VISIONARY BANQUET 155200 149120 6080 1500 6300 8508 7TH ANNUAL GOLF TOURNAMENT 66715 51355 15360 4644 6380 5453 547 1 25000 20130 4870 2219 250 630 246915 220605 26310 4644 7880 13972 250 9685 36431 -10121 1 EMERGENCY RENTAL ASSISTANCE PROGRAM 506 2527837 N/A N/A HOUSING PARTNERSHIP 70 47166 N/A N/A PART I, LINE 2: ONCE ELIGIBILITY OF THE RECIPIENT IS ESTABLISHED AND THE FUNDS ARE AWARDED, HEART FOR WINTER HAVEN DOES NOT MONITOR THE RECIPIENT'S USE OF THE FUNDS. FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY HAS DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE. THE RESPONSIBILITIES AND REQUIREMENTS OF THE EXECUTIVE COMMITTEE INCLUDE: 1. SHALL CONSIST OF THE OFFICERS AND COMMITTEE CHAIRPERSONS. 2. ACT AS THE ADMINISTRATIVE HEAD OF HEART FOR WINTER HAVEN. 3. TAKE CARE OF NECESSARY LEGAL MATTERS. 4. PREPARE CORPORATE DOCUMENTS, AND PRESENT THEM TO THE FULL BOARD FOR APPROVAL. 5. CARRY OUT NECESSARY FUNCTIONS OF THE BOARD WHICH NEED TO BE DEALT WITH BETWEEN BOARD MEETINGS. 6. SERVE AS THE BY-LAW REVIEW COMMITTEE. 7. AT THE END OF THE YEAR REVIEW AND EVALUATE GENERAL ACTIVITY AND PROGRESS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS EMAILED OUT TO THE ENTIRETY OF THE BOARD FOR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THIS POLICY HAS BEEN ADOPTED TO INFORM THE BOARD MEMBER, PROVIDE FOR ANNUAL REVIEWS, AND CONTROL RELATED PARTY TRANSACTIONS IN ORDER TO RIGOROUSLY AVOID CONFLICTS OF INTEREST. IN THE EVENT THAT TRANSACTIONS OF RELATED INTEREST OCCUR OR ARE PROPOSED, THIS POLICY PROVIDES THAT: 1. ALL PROPOSED TRANSACTIONS BE REPORTED TO THE BOARD AND BE APPROVED IN ADVANCE. 2. THE BOARD RECORDS DEMONSTRATE THAT THE TRANSACTION IS TRULY IN THE BEST INTEREST OF THE ORGANIZATION, AS PROVIDED BY A COMPETITIVE BID OR COMPARATIVE VALUATION, AND THAT IT DOES NOT VIOLATE STATE LAW. 3. THE RELATED PARTY BE EXCUSED DURING THE PROCESS OF BOARD DELIBERATION, OTHER THAN TO RESPOND TO QUESTIONS, AND ABSTAIN FROM VOTING. 4. THE BOARD PERFORMS AN ANNUAL REVIEW FOR POTENTIAL AND KNOWN RELATED PARTY TRANSACTIONS THROUGH ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES TO BE COMPLETED BY EACH BOARD MEMBER, OFFICER, AND SENIOR MANAGEMENT OF THE CORPORATION, INCLUDING RELATED ENTITIES. 5. CONTROLS ARE ESTABLISHED TO ENSURE THAT NORMAL CORPORATE CONTROLS AND ACCOUNTABILITY ARE MAINTAINED. IN SOME CASES, THIS MAY INVOLVE THE ASSIGNMENT OF ANOTHER BOARD MEMBER TO ACT ON BEHALF OF THE ORGANIZATION IN DEALING WITH THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.