2024-04-05T06:34:27-04:00 2023-12-31 341602442 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 7555 FREDLE DR STE 110 CONCORD OH 44077 990 2023-01-01 832537125 HEALTHY LAKEWOOD FOUNDATION HEAL 2162066749 P O BOX 770230 LAKEWOOD OH 44107 CURT BROSKY TREASURER 2024-03-15 true CURT BROSKY XXX-XX-XXXX true ROLLAND B STANDISH P00169705 4409512997 2024-04-05 2023 2023-04-26 12:10:37Z KHALILAH WORLEY BILLY PO BOX 770230 LAKEWOOD OH 44107 680460 false X HEALTHYLAKEWOODFOUNDATION.ORG X 2018 OH TO ADVANCE PROGRAMS, POLICIES AND PRACTICES THAT INSPIRE A LAKEWOOD COMMUNITY IN WHICH HEALTH AND WELLNESS ARE REFLECTED IN ALL ASPECTS OF LIFE. 16 16 2 18 0 4723684 603391 0 -5283 77069 0 4718401 680460 519500 394808 0 128498 144254 0 0 130823 161129 778821 700191 3939580 -19731 16846391 19270987 4169 3811 16842222 19267176 X TO ADVANCE PROGRAMS, POLICIES AND PRACTICES THAT INSPIRE A LAKEWOOD COMMUNITY IN WHICH HEALTH AND WELLNESS ARE REFLECTED IN ALL ASPECTS OF LIFE. false false 591239 394808 IN 2023, THE HEALTHY LAKEWOOD FOUNDATION (HLF) CONTINUED ITS COMPREHENSIVE GRANTMAKING STRATEGY, FOCUSING ON ITS THREE CORE GRANTS PROGRAMS DURING THE YEAR. THE HLF BOARD AWARDED 225,000 IN COMMUNITY GRANTS IN JULY; 139,820 IN NEIGHBORHOOD OPPORTUNITY GRANTS IN NOVEMBER; 22,488 AS SYSTEMS-LEVEL GRANTS THROUGHOUT THE YEAR; AND OTHER GRANTMAKING TOTALING 7,500. HLF'S GRANTMAKING IN 2023 TOTALED 394,808. HLF CREATED AND HIRED A PART-TIME FOUNDATION AND GRANTS COORDINATOR POSITION TO SUPPORT ITS ADMINISTRATIVE AND GRANTMAKING PROCESSES. HLF'S BOARD ORGANIZES ITS WORK THROUGH FIVE STANDING COMMITTEES: EXECUTIVE; FINANCE; GOVERNANCE; COMMUNITY ENGAGEMENT; AND LEARNING, EVALUATION, AND ASSESSMENT. THESE COMMITTEES MEET AT LEAST QUARTERLY, DEVELOP ANNUAL PRIORITIES, AND UTILIZE WORK PLANS TO ADDRESS BOARD BUSINESS OUTSIDE OF HLF'S BI-MONTHLY BOARD MEETINGS. IN JULY 2023, HLF'S FINANCE COMMITTEE REVISED THE INVESTMENT POLICY STATEMENT AND ITS ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) SCREENING REQUIREMENTS. ADDITIONALLY, THE FINANCE COMMITTEE CONDUCTED A THREE-YEAR REVIEW OF ITS INVESTMENT ADVISOR TO ENSURE CUSTOMER SERVICE AND APPROPRIATE OVERSIGHT. HLF STAFF CONTINUED WORKING WITH A COMMUNICATIONS CONSULTANT TO INCREASE THE ORGANIZATION'S PRESENCE ON THREE SOCIAL MEDIA PLATFORMS, EMAIL MARKETING, AND WEBSITE MARKETING. HLF UTILIZED THESE COMMUNICATIONS MODALITIES TO INCREASE AWARENESS IN THE COMMUNITY AND AMONG AREA NON- PROFITS OF ITS GRANTMAKING AND PROGRAMMING OPPORTUNITIES. ON SEPTEMBER 20, 2023, HLF HELD ITS FIFTH ANNUAL COMMUNITY MEETING IN PERSON, DRAWING OVER 70 LAKEWOOD RESIDENTS AND STAKEHOLDERS TO HEAR UPDATES ON HLF'S WORK AND PROGRESS OVER THE PAST YEAR, ASK QUESTIONS OF THE BOARD AND STAFF, AND PROVIDE FEEDBACK. HLF ENGAGED TWO NON-BOARD MEMBER VOLUNTEERS ON ITS COMMUNITY ENGAGEMENT COMMITTEE. HLF UPDATED ITS COMMUNITY ENGAGEMENT ACCOUNTABILITY PLAN WHICH PROVIDES THE STANDARDS AND PRACTICES TO WHICH THE FOUNDATION WILL BE ACCOUNTABLE IN ENGAGING WITH AND INCORPORATING FEEDBACK FROM THE LAKEWOOD COMMUNITY. HLF APPOINTED ONE NEW MEMBER TO ITS BOARD IN 2023 DUE TO ATTRITION. THE BOARD ELECTED OFFICERS AND RENEWED BOARD TERMS AS IT DOES ANNUALLY AT ITS MARCH ANNUAL MEETING. THE BOARD APPROVED A BOARD COMPENSATION POLICY THAT PROVIDES NOMINAL REIMBURSEMENT FOR BOARD MEMBERS TO SUBSIDIZE CHILDCARE AND TRAVEL COSTS ASSOCIATED WITH BOARD PARTICIPATION. ADDITIONALLY, THE BOARD APPROVED CHARTERS FOR EACH OF ITS STANDING COMMITTEES PROPOSED BY THE GOVERNANCE COMMITTEE TO ENHANCE THE DELINEATION OF DUTIES FOR EACH. THROUGH ITS LEARNING, EVALUATION, AND ASSESSMENT COMMITTEE, HLF CONDUCTED A COMMUNITY FEEDBACK SURVEY WHICH INTEGRATED STAKEHOLDER AND GRANTEE INPUT INTO FOUR KEY RECOMMENDATIONS FOR IMPROVED COMMUNICATIONS, COLLABORATION, AND GRANTMAKING PROCESSES. HLF'S EXECUTIVE DIRECTOR SERVES ON THE GOVERNANCE COMMITTEE OF THE CITY OF LAKEWOOD'S COMMUNITY HEALTH ACTION TEAM, WHICH SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF ACTIONS RELATED TO IDENTIFIED HEALTH NEEDS AS WELL AS THE CONSIDERATION OF FUTURE OPPORTUNITIES FOR COMMUNITY PARTNERSHIPS, PROGRAMMING, AND OTHER INITIATIVES TO BUILD AND SUSTAIN A CULTURE OF HEALTH ACTION IN LAKEWOOD. 591239 true true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 7 0 true 2 true false false false false false false false false false false false false false false X 16 16 false false false false false true false true true false false true true true true false false true false false OH X X KATE INGERSOLL 2162066749 PO BOX 770230 LAKEWOOD OH 44107 KATE INGERSOLL EXECUTIVE DI 40.00 X 109000 0 0 KHALILAH WORLEY BILLY PRESIDENT 2.50 X X 0 0 0 REBECCA BAAS CO-VICE PRES 2.50 X X 0 0 0 CHARLES GARVEN CO-VICE PRES 2.50 X X 0 0 0 CURT BROSKY TREASURER 2.50 X X 0 0 0 MELISSA FEDERMAN SECRETARY 2.50 X X 0 0 0 ROLAND ANGLIN DIRECTOR 1.50 X 0 0 0 LAURA CHALKER DIRECTOR 1.50 X 0 0 0 WARREN COLEMAN DIRECTOR 1.50 X 0 0 0 KIRSTIN CRACIUN DIRECTOR 1.50 X 0 0 0 HEIDI HILTY DIRECTOR 1.50 X 0 0 0 FRED JORGENSEN DIRECTOR 1.50 X 0 0 0 RICK KEMM DIRECTOR 1.50 X 0 0 0 ERIN RECHIN MURPHY DIRECTOR 1.50 X 0 0 0 COURTNEY NOSTER DIRECTOR 1.50 X 0 0 0 CHITRA WALKER DIRECTOR 1.50 X 0 0 0 RACHEL WILLIAMS DIRECTOR 1.50 X 0 0 0 109000 1 false false false 603391 603391 77069 77069 680460 77069 394808 394808 109000 98100 10900 21920 19728 2192 3180 2862 318 10154 9139 1015 3445 3445 6558 6558 62225 62225 58246 40992 17254 777 777 2900 1067 1833 4829 4829 11419 10277 1142 12 12 6448 6448 2070 2070 DONATIONS 2200 2200 700191 591239 108952 0 29419 59561 408733 373021 16408239 18838405 16846391 19270987 4169 3811 4169 3811 X 16842222 19267176 16842222 19267176 16846391 19270987 -19731 2444685 X false false false X 585081 4894562 597856 4723684 603391 11404574 585081 4894562 597856 4723684 603391 11404574 148032 11256542 258167 295812 397891 -5283 77069 1023656 12428230 0.90570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true LAKEWOOD COMMUNITY SERVICES CENTER 14230 MADISON AVE LAKEWOOD OH 44107 341446497 C3 40000 FOOD PROGRAMS LAKEWOODALIVE 12185 DETROIT AVE LAKEWOOD OH 44107 550793987 C3 16000 SENIORS SUPPORT ASIAN SERVICES IN ACTION INC 3631 PERKINS AVE CLEVELAND OH 44114 341798850 C3 15000 REFUGEE/IMMIG ASSIST LAKEWOOD PUBLIC LIBRARY 15425 DETROIT AVE LAKEWOOD OH 44107 346001640 GOV 7000 CHILD READING PROGR REACH OUT AND READ GRTR CLEVELAND 4340 STATE RD CLEVELAND OH 44109 341931851 C3 10000 LITERACY PROGRAMMING LAKEWOOD CITY SCHOOL DISTRICT 13701 LAKE AVE LAKEWOOD OH 44107 346001631 GOV 24020 HEALTH-RELATED YOUTH OPPORTUNITIES UNLIMITED 1228 EUCLID AVE CLEVEAND OH 44115 341381135 C3 25000 YOUTH EMPLOY PROGRAM NEIGHBORHOOD FAMILY PRACTICE 4115 BRIDGE AVE CLEVELAND OH 44113 341300581 C3 40000 EQUITABLE HEALTH THE LEGAL AID SOCIETY OF CLEVELAND 1223 WEST SIXTH STREET CLEVELAND OH 44113 340866026 C3 40000 LEGAL ASSISTANCE CONNECTING FOR KIDS PO BOX 45372 WESTLAKE OH 44145 451689767 C3 7500 INCLUSIVE PROGRAM THE LITERACY COOPERATIVE 1422 EUCLID AVE CLEVELAND OH 44115 900453660 C3 7000 LITERACY PROGRAM CITY OF LAKEWOOD 12650 DETROIT AVE LAKEWOOD OH 44107 346001633 GOV 13238 PROGRAM AND SERVICES PLANNED PARENTHOOD OF GRTR CLE 206 E STATE ST COLUMBUS OH 43215 341015976 C3 20000 HEALTH EDUCATION JOURNEY CENTER FOR SAFETYHEALING PO BOX 5466 CLEVELAND OH 44101 341278377 C3 20000 JUSTICE ADVOCACY LBGTQ COMM HEALTH AND WELLNESS FND PO BOX 16236 ROCKY RIVER OH 44116 881414859 C3 9000 SENIOR SUPPORT CLEVELAND RAPE CRISIS CENTER 2937 WEST 25TH ST CLEVELAND OH 44113 510164315 C3 7500 MIDDLE SCHOOL PROGR HAUS OF TRANSCENDENT 908 HERRICK RD CLEVELAND OH 44108 921577766 C3 7500 LGBTQ+ SUPPORT THE LAKEWOOD FOUNDATION 12525 LAKE AVE LAKEWOOD OH 44107 311529669 C3 48500 COMMUNITY PROGRAMS LAKEWOOD PRESBYTERIAN CHURCH 14502 DETROIT AVE LAKEWOOD OH 44107 340771889 C3 7500 BLACK RESIDENT SUPPT UNDER 5000 15050 28 SCHEDULE I, PAGE 1, PART I, LINE 2 HLF REQUESTS A FORMAL APPLICATION FROM INTERESTED NON-PROFIT ORGANIZATIONS SEEKING FUNDING. THE HLF BOARD IS ENGAGED WITH THE REVIEW AND FORMAL FUNDING RECOMMENDATION AND APPROVAL PROCESS. PRIOR TO RECEIVING A GRANT AWARD, GRANTEES ARE REQUIRED TO SIGN A GRANT CONTRACT WHICH REQUIRES A GRANT REPORT AT THE END OF THE FUNDING TERM. HLF'S LEARNING, EVALUATION AND ASSESSMENT COMMITTEE MEMBERS AND HLF STAFF MEMBERS REVIEW EACH GRANT REPORT AND PREPARE SUMMARIES OF THE LEARNING AND OUTCOMES OF THE FUNDING, INCLUDING THE EXPENDITURE OF FUNDING, SERVICES PROVIDED, AND PEOPLE SERVED. FORM 990, PAGE 2, PART III, LINE 4A IN 2023, THE HEALTHY LAKEWOOD FOUNDATION (HLF) CONTINUED ITS COMPREHENSIVE GRANTMAKING STRATEGY, FOCUSING ON ITS THREE CORE GRANTS PROGRAMS DURING THE YEAR. THE HLF BOARD AWARDED 225,000 IN COMMUNITY GRANTS IN JULY; 139,820 IN NEIGHBORHOOD OPPORTUNITY GRANTS IN NOVEMBER; 22,488 AS SYSTEMS-LEVEL GRANTS THROUGHOUT THE YEAR; AND OTHER GRANTMAKING TOTALING 7,500. HLF'S GRANTMAKING IN 2023 TOTALED 394,808. HLF CREATED AND HIRED A PART-TIME FOUNDATION AND GRANTS COORDINATOR POSITION TO SUPPORT ITS ADMINISTRATIVE AND GRANTMAKING PROCESSES. HLF'S BOARD ORGANIZES ITS WORK THROUGH FIVE STANDING COMMITTEES: EXECUTIVE; FINANCE; GOVERNANCE; COMMUNITY ENGAGEMENT; AND LEARNING, EVALUATION, AND ASSESSMENT. THESE COMMITTEES MEET AT LEAST QUARTERLY, DEVELOP ANNUAL PRIORITIES, AND UTILIZE WORK PLANS TO ADDRESS BOARD BUSINESS OUTSIDE OF HLF'S BI-MONTHLY BOARD MEETINGS. IN JULY 2023, HLF'S FINANCE COMMITTEE REVISED THE INVESTMENT POLICY STATEMENT AND ITS ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) SCREENING REQUIREMENTS. ADDITIONALLY, THE FINANCE COMMITTEE CONDUCTED A THREE-YEAR REVIEW OF ITS INVESTMENT ADVISOR TO ENSURE CUSTOMER SERVICE AND APPROPRIATE OVERSIGHT. HLF STAFF CONTINUED WORKING WITH A COMMUNICATIONS CONSULTANT TO INCREASE THE ORGANIZATION'S PRESENCE ON THREE SOCIAL MEDIA PLATFORMS, EMAIL MARKETING, AND WEBSITE MARKETING. HLF UTILIZED THESE COMMUNICATIONS MODALITIES TO INCREASE AWARENESS IN THE COMMUNITY AND AMONG AREA NON- PROFITS OF ITS GRANTMAKING AND PROGRAMMING OPPORTUNITIES. ON SEPTEMBER 20, 2023, HLF HELD ITS FIFTH ANNUAL COMMUNITY MEETING IN PERSON, DRAWING OVER 70 LAKEWOOD RESIDENTS AND STAKEHOLDERS TO HEAR UPDATES ON HLF'S WORK AND PROGRESS OVER THE PAST YEAR, ASK QUESTIONS OF THE BOARD AND STAFF, AND PROVIDE FEEDBACK. HLF ENGAGED TWO NON-BOARD MEMBER VOLUNTEERS ON ITS COMMUNITY ENGAGEMENT COMMITTEE. HLF UPDATED ITS COMMUNITY ENGAGEMENT ACCOUNTABILITY PLAN WHICH PROVIDES THE STANDARDS AND PRACTICES TO WHICH THE FOUNDATION WILL BE ACCOUNTABLE IN ENGAGING WITH AND INCORPORATING FEEDBACK FROM THE LAKEWOOD COMMUNITY. HLF APPOINTED ONE NEW MEMBER TO ITS BOARD IN 2023 DUE TO ATTRITION. THE BOARD ELECTED OFFICERS AND RENEWED BOARD TERMS AS IT DOES ANNUALLY AT ITS MARCH ANNUAL MEETING. THE BOARD APPROVED A BOARD COMPENSATION POLICY THAT PROVIDES NOMINAL REIMBURSEMENT FOR BOARD MEMBERS TO SUBSIDIZE CHILDCARE AND TRAVEL COSTS ASSOCIATED WITH BOARD PARTICIPATION. ADDITIONALLY, THE BOARD APPROVED CHARTERS FOR EACH OF ITS STANDING COMMITTEES PROPOSED BY THE GOVERNANCE COMMITTEE TO ENHANCE THE DELINEATION OF DUTIES FOR EACH. THROUGH ITS LEARNING, EVALUATION, AND ASSESSMENT COMMITTEE, HLF CONDUCTED A COMMUNITY FEEDBACK SURVEY WHICH INTEGRATED STAKEHOLDER AND GRANTEE INPUT INTO FOUR KEY RECOMMENDATIONS FOR IMPROVED COMMUNICATIONS, COLLABORATION, AND GRANTMAKING PROCESSES. HLF'S EXECUTIVE DIRECTOR SERVES ON THE GOVERNANCE COMMITTEE OF THE CITY OF LAKEWOOD'S COMMUNITY HEALTH ACTION TEAM, WHICH SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF ACTIONS RELATED TO IDENTIFIED HEALTH NEEDS AS WELL AS THE CONSIDERATION OF FUTURE OPPORTUNITIES FOR COMMUNITY PARTNERSHIPS, PROGRAMMING, AND OTHER INITIATIVES TO BUILD AND SUSTAIN A CULTURE OF HEALTH ACTION IN LAKEWOOD. FORM 990, PAGE 6, PART VI, LINE 7A AS LONG AS THE CLEVELAND CLINIC IS FUNDING HEALTHY LAKEWOOD FOUNDATION, THEY HAVE THE ABILITY TO APPOINT 2 OF THE 17 BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE AND BOARD PRESIDENT REVIEW THE FORM 990 TOGETHER AND THEN AFTER ANY SUGGESTED EDITS OR CORRECTIONS ARE MADE, THE 990 IS PRESENTED TO THE FULL HLF BOARD. BOARD MEMBERS HAVE TWO WEEKS TO REVIEW AND SUGGESTED ANY CHANGES TO THE 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT MAY CREATE A CONFLICT. THE BOARD REVIEWS ANY DISCLOSED CONFLICTS AND DECIDES IF ANY FURTHER ACTION NEED BE TAKEN. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR EVERY 18 MONTHS. COMPENSATION IS BASED ON PERFORMANCE AND COMPARED TO OTHER MISSION-COMPARABLE ORGANIZATIONS OF SIMILAR SIZE. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATIONAL DOCUMENTS FOR HEALTHY LAKEWOOD FOUNDATION CAN BE REVIEWED AT HEALTHYLAKEWOODFOUNDATION.ORG OR UPON REQUEST.