2025-11-12T11:49:38-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 471249404 HEART FOR WINTER HAVEN INC HEAR 8632916270 1951 8TH ST NW SUITE 100 WINTER HAVEN FL 33881 ROBERT BEATTY EXECUTIVE DIRECTOR 8632916270 2025-11-10 1 1 LACEY M QUATSOE P01300865 4078021200 2025-11-10 2024 2025-03-06 01:10:19Z ROBERT BEATTY 1951 8TH ST NW SUITE 100 WINTER HAVEN FL 33881 1780894 0 X HEART4WH.ORG X 2014 FL MINISTER TO HOMELESS FAMILIES IN WINTER HAVEN - FINANCIAL, HOUSING, MENTAL HEALTH COUNSELING 13 13 15 100 0 0 2418491 1546378 0 72205 5026 6793 -10621 48065 2412896 1673441 1243284 188140 0 0 819289 903506 0 0 22195 286108 364480 2348681 1456126 64215 217315 927755 1804775 90091 743167 837664 1061608 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 826711 186940 55025 THE CENTER FOR WELL-BEING IS COMMITTED TO MAKING QUALITY MENTAL HEALTH CARE ACCESSIBLE AND AFFORDABLE. THE PROGRAM PROVIDES FREE AND LOW-COST MENTAL HEALTH COUNSELING FOR INDIVIDUALS, COUPLES, AND FAMILIES, ALONG WITH MENTAL HEALTH CLASSES AND INTERACTIVE WORKSHOPS DESIGNED TO FOSTER GROWTH AND RESILIENCE. THROUGH OUR EMPLOYEE CARE PROGRAM (ECP), WE ALSO SUPPORT LOCAL BUSINESSES BY OFFERING COUNSELING SESSIONS AND ESSENTIAL RESOURCES TO EMPLOYEES, HELPING STRENGTHEN BOTH WORKPLACE WELL-BEING AND PRODUCTIVITY. IN ADDITION, WE EQUIP COMMUNITY MEMBERS, CHURCHES, NONPROFITS, AND BUSINESSES WITH MENTAL HEALTH FIRST AID TRAINING, EMPOWERING THEM TO BETTER RECOGNIZE AND RESPOND TO MENTAL HEALTH NEEDS. BY PROMOTING HEALING, GROWTH, AND PERSONAL DEVELOPMENT, THE CENTER FOR WELL-BEING SERVES AS A TRUSTED PARTNER IN BUILDING A HEALTHIER, STRONGER COMMUNITY. 164186 5060 THE HOUSING STABILITY PROGRAM HAS BEEN INSTRUMENTAL IN MAINTAINING HOUSING SECURITY FOR COMMUNITY MEMBERS THROUGH VARIOUS SUPPORT SERVICES. THIS YEAR, THE HOUSING PARTNERSHIP PORTION OF THIS PROGRAM HAS PROVIDED RE-HOUSING SUPPORT TO 16 FAMILIES, PREVENTED EVICTION FOR 26 FAMILIES, AND ISSUED HOTEL VOUCHERS TO 1 FAMILY. THE HOUSING STABILITY PROGRAM ALSO OFFERS HOUSING AT BELOW MARKET LEVEL COSTS TO QUALIFYING INDIVIDUALS. THESE INITIATIVES HAVE PLAYED A CRUCIAL ROLE IN ENSURING THAT INDIVIDUALS AND FAMILIES HAVE ACCESS TO STABLE HOUSING AND ESSENTIAL UTILITIES, THEREBY ENHANCING THE OVERALL WELL-BEING OF THE COMMUNITY. 10647 6720 THE SCHOLARSHIP HOUSE PROGRAM PROVIDES HOUSING FOR HOMELESS COLLEGE STUDENTS, ENSURING THEY HAVE A STABLE LIVING ENVIRONMENT WHILE PURSUING THEIR EDUCATION. THIS YEAR, THE PROGRAM SUPPORTED 4 INDIVIDUALS, OFFERING THEM A SAFE AND SUPPORTIVE HOME. BY ADDRESSING THE HOUSING NEEDS OF THESE STUDENTS, THE SCHOLARSHIP HOUSE PROGRAM PLAYS A CRUCIAL ROLE IN HELPING THEM ACHIEVE THEIR ACADEMIC GOALS AND BUILD A BRIGHTER FUTURE. 4203 THE FAITH & FINANCES PROGRAM OFFERS FAITH-CENTERED FINANCIAL EDUCATION AND TRAINING TO INDIVIDUALS IN LOW-INCOME SITUATIONS. THIS YEAR, THE PROGRAM SERVED 12 PEOPLE, EQUIPPING THEM WITH ESSENTIAL FINANCIAL SKILLS AND KNOWLEDGE. BY INTEGRATING FAITH-BASED PRINCIPLES WITH PRACTICAL FINANCIAL TRAINING, FAITH & FINANCES EMPOWERS PARTICIPANTS TO ACHIEVE GREATER FINANCIAL STABILITY AND IMPROVE THEIR OVERALL QUALITY OF LIFE. 3283 JOBS FOR LIFE EQUIPPED 10 PARTICIPANTS IN 2024 WITH JOB READINESS TRAINING ROOTED IN BIBLICAL TEACHING, FOCUSING ON RESUMES, INTERVIEWING, WORKPLACE CULTURE, AND VOCATIONAL PLANNING. GRADUATES WERE ELIGIBLE FOR UP TO $1,000 TOWARD CERTIFICATIONS, DEGREES, OR BUSINESS INCUBATION THROUGH PARTNERSHIPS WITH THE LIFT INSTITUTE AND THE CITY OF WINTER HAVEN. 1200 1200 5400 THE MATCH SAVINGS PROGRAM INCENTIVIZES FINANCIAL STABILITY BY OFFERING A 2:1 MATCH ON PERSONAL SAVINGS. IN 2024, QUALIFYING PARTICIPANTS WHO SAVED $300 FOR 90 DAYS RECEIVED A $300 MATCH, TURNING THEIR SAVINGS INTO $600. FOUR INDIVIDUALS SUCCESSFULLY COMPLETED THE PROGRAM, BUILDING EMERGENCY FUNDS AND LONG-TERM FINANCIAL CONFIDENCE. 8686 1200 5400 1010230 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 1 15 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X TERRY HENDERSON 8632916270 1951 8TH ST NW SUITE 100 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 4.00 X X 5250 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 JENNIFER IDELL DIRECTOR 1.00 X 0 0 0 BUNNY REEVES DIRECTOR 1.00 X 0 0 0 JOE SIMONDS 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 57955 0 55425 TERRY HENDERSON CHIEF OPERATING OFFICER 40.00 X 96909 0 10036 160114 0 65461 0 0 0 0 0 24836 207948 230701 1082893 290000 1546378 COUNSELING 624100 55025 55025 SCHOLARSHIP HOUSE 531110 6720 6720 MATCH SAVINGS 900099 5400 5400 HOUSING RENTAL 531110 5060 5060 72205 3391 3391 64373 60971 3402 3402 3402 77813 207948 41922 35891 35891 16140 4560 11580 11580 TRANSACTIONAL FEES 900099 473 473 REFUNDS AND REWARDS 900099 121 121 594 1673441 72205 0 54858 774 774 187366 187366 225586 172653 52933 579870 415051 164819 10541 7588 2953 34961 23680 11281 52548 38360 14188 6607 6607 31938 31938 132426 78110 39916 14400 6254 2621 3633 34681 4351 30330 25861 9912 15650 299 40265 32491 7774 5430 478 3668 1284 2368 2368 10485 10485 7070 7070 PROGRAM EXPENSES 37028 34831 2197 COMMUNITY DEV/OUTREACH 14392 4323 10000 69 MEMBERSHIP AND DUES 2651 262 2389 EVENT EXPENSES 2510 2510 4514 4514 1456126 1010230 423701 22195 163274 232006 430662 236626 102800 21800 36250 74535 42633 54798 1070510 10317 10052 1060193 12656 34 129428 124783 927755 1804775 23257 9027 66834 6640 727500 90091 743167 X 382815 933086 454849 128522 837664 1061608 927755 1804775 217315 6629 X X 1 X 0 1 0 X 231405 990300 3594864 2418491 1546378 8781438 231405 990300 3594864 2418491 1546378 8781438 175804 8605634 92 631 5026 3391 9140 13843 47524 35071 28246 94547 219231 9009809 1044946 0.95510 0.98290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRANSACTIONAL FEES - 2022 AMOUNT: $ 2,410. 2023 AMOUNT: $ 1,245. 2024 AMOUNT: $ 473. REFUNDS AND REWARDS - 2022 AMOUNT: $ 1,376. 2023 AMOUNT: $ 70. 2024 AMOUNT: $ 121. GROSS FUNDRAISING REVENUE - 2020 AMOUNT: $ 13,843. 2021 AMOUNT: $ 47,524. 2022 AMOUNT: $ 26,310. 2023 AMOUNT: $ 16,081. 2024 AMOUNT: $ 77,813. GROSS GAMING REVENUE - 2022 AMOUNT: $ 4,975. 2023 AMOUNT: $ 10,850. 2024 AMOUNT: $ 16,140. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 159599 159599 880401 9251 871150 30510 1066 29444 1060193 RENT RECEIVABLE 72282 BENEFICIAL INTEREST IN ASSETS HELD BY THRIVENT 44380 EMPLOYEE ADVANCES 2700 REAL ESTATE DEPOSITS 5000 PREPAID EXPENSES 125 HOMELESS COALITION CHALLENGE 296 124783 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. 7TH AS ONE BANQUET 213431 207831 5600 2334 12233 250 6664 10TH ANNUAL GOLF TOURNEY 72330 117 72213 16352 462 3627 285761 207948 77813 18686 12695 250 10291 41922 35891 16140 3000 1560 1 1.00000 16140 3000 1560 4560 11580 FL 0 LICENSE NOT REQUIRED 0 1 0 1.00000 0 BRITTANY KING 0 BOOKKEEPING X 0 1 CLIENT ASSISTANCE 43 176282 0 MENTAL HEALTH COUNSELING AS WELL AS CLASSES AND INTERACTIVE WORKSHOPS MATCH SAVINGS 7 1200 0 INCENTIVISES FINANCIAL STABILITY WITH 2:1 MATCH ON PERSONAL SAVINGS VEHICLE 1 9884 COST INDIGENT INDIVIDUAL ASSISTANCE PART I, LINE 2: ELIGIBILITY IS PROGRAM SPECIFIC AND 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. PART III, COLUMN (B): X 1 290000 APPRAISAL 0 0 1 PART I, LINE 32B: THE FILING ORGANIZATION WORKED WITH A REAL ESTATE AGENT FOR RECEIPT OF THE PROPERTY. 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 REVIEWED BY THE OFFICERS OF THE ORGANIZATION AND THEN EMAILED TO THE ENTIRE BOARD FOR REVIEW BEFORE BEING 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 15 THE EXECUTIVE DIRECTOR'S AND CHIEF OPERATING OFFICER'S COMPENSATION AMOUNTS ARE BOTH DETERMINED BASED ON A COMPENSATION SURVEY OR STUDY AND APPROVED 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. FORM 990. PART XII, LINE 2C. CHANGE IN VALUE OF BENEFICIAL INTEREST