2025-11-14T12:48:57-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 596215748 HEART OF FLORIDA LEGAL AID SOCIETY INC HEAR 8635195663 550 E DAVIDSON STREET BARTOW FL 33830 ELIZABETH STEWART EXECUTIVE DIRECTOR 8635195663 2025-11-13 1 1 TINA HENTON P00630282 4078021200 2025-11-13 2024 2025-03-06 01:10:19Z ELIZABETH STEWART 550 E DAVIDSON STREET BARTOW FL 33830 774332 0 X WWW.HOFLA.ORG X 1968 FL PROVIDING PROFESSIONAL AND EFFECTIVE LEGAL ADVICE AND REPRESENTATION TO THE UNDERPRIVILEGED 3 3 9 5 0 0 612050 768484 0 0 4663 5848 0 0 616713 774332 0 0 0 0 337579 590775 0 0 6677 146377 150297 483956 741072 132757 33260 1096395 1866725 259993 997063 836402 869662 ADVICE, COUNSEL, AND DIRECT REPRESENTATION IN THE AREAS OF FAMILY LAW (INCLUDING DIVORCE, PATERNITY/CHILD CUSTODY, AND RELATED MATTERS), DOMESTIC VIOLENCE, AND IMMIGRATION (FOCUSING ON VICTIMS OF DOMESTIC VIOLENCE OR VIOLENT CRIMES), IN HARDEE, HIGHLANDS AND POLK COUNTIES. 0 0 567583 HEART OF FLORIDA LEGAL AID PROVIDES SERVICES TO FINANCIALLY ELIGIBLE CLIENTS THAT ARE AT OR BELOW 125% OF THE FEDERAL POVERTY GUIDELINES. THERE ARE NO FEES FOR REPRESENTATION. THROUGH PRIVATE, CORPORATE, AND GOVERNMENTAL DONATIONS, WE HAVE BEEN ABLE TO FUND MANY LEGAL SERVICES FOR THE DISADVANTAGED OF POLK, HARDEE, AND HIGHLANDS COUNTIES. 567583 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X SONYA ELLIOT 8636805600 402 SOUTH KENTUCKY AVENUE SUITE 600 LAKELAND FL 33801 AMANDA TRAWEEK ESQ SECRETARY / TREASURER 0.25 X X 0 0 0 KAREN MEEKS ESQ DIRECTOR 0.25 X 0 0 0 MIKE NACRELLI DIRECTOR 0.25 X 0 0 0 SONYA DAVIS ESQ EXECUTIVE DIRECTOR 40.00 X 161283 0 1497 161283 0 1497 1 0 1 0 0 52855 471276 244353 768484 5848 5848 774332 0 0 5848 162780 138363 22789 1628 351483 298761 49207 3515 244 208 34 2 32390 27531 4535 324 43878 37296 6143 439 73328 73328 200 170 28 2 18972 16126 2656 190 7542 6411 1056 75 14321 12173 2005 143 2593 2204 363 26 17734 15074 2483 177 11016 9364 1542 110 DUES AND SUBSCRIPTIONS 2404 2043 337 24 LIBRARY EXPENSES 2187 1859 306 22 741072 567583 166812 6677 997 63162 654949 1398215 135627 115893 5131 7498 548378 266421 299691 281957 1096395 1866725 20525 22485 239468 974578 259993 997063 X 0 0 0 0 836402 869662 836402 869662 1096395 1866725 33260 0 X 0 0 0 X 704937 617241 540358 612050 768484 3243070 704937 617241 540358 612050 768484 3243070 3243070 290 465 422 4663 5848 11688 26310 1481 27791 3282549 0.98800 0.98760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE CLAIM PAYMENTS - 2020 AMOUNT: $ 26,310. 2021 AMOUNT: $ 1,481. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78000 78000 378974 187123 191851 91404 79298 12106 281957 X 0 0 0 0 0 0 0 0 0 SONYA DAVIS ESQ EXECUTIVE DIRECTOR 120400 0 20000 0 20883 0 0 0 1497 0 162780 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY, BY RESOLUTION, DESIGNATE THREE OF THEIR MEMBERS TO CONSTITUTE AN EXECUTIVE COMMITTEE, WHICH, TO THE EXTENT PROVIDED IN SUCH RESOLUTION, SHALL HAVE THE POWERS OF THE BOARD. ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE IN THE INTERIM BETWEEN BOARD MEETINGS SHALL BE REPORTED IN WRITING TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND SENIOR STAFF WILL ANNUALLY DISCLOSE AND PROMPTLY UPDATE ANY DISCLOSURES PREVIOUSLY MADE ON AN ANNUAL CONFLICT DISCLOSURE QUESTIONNAIRE FORM PROVIDED BY THE ORGANIZATION. THIS FORM REQUESTS THEM TO IDENTIFY THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS, INCLUDING THOSE OF FAMILY MEMBERS AND OTHER NONPROFIT ORGANIZATIONS. BOARD MEMBERS AND STAFF ARE ALSO URGED TO DISCLOSE CONFLICTS AS THEY ARISE, AS WELL AS TO DISCLOSE SITUATIONS THAT ARE EVOLVING AND MAY RESULT IN A CONFLICT OF INTEREST. ADVANCE DISCLOSURE MUST OCCUR SO THAT A DETERMINATION CAN BE MADE REGARDING THE APPROPRIATE PLAN OF ACTION TO MANAGE THE CONFLICT. STAFF SHOULD DISCLOSE TO THEIR SUPERVISOR OR EXECUTIVE DIRECTOR, AND BOARD MEMBERS SHOULD DISCLOSE TO THE BOARD OR PRESIDENT OF THE BOARD, AS SOON AS THE PERSON WITH THE CONFLICT IS AWARE OF THE CONFLICT, POTENTIAL CONFLICT, OR APPEARANCE OF A CONFLICT. FOR EACH INTEREST DISCLOSED, THE FULL BOARD, THE EXECUTIVE DIRECTOR, OR THE PRESIDENT OF THE BOARD, AS APPROPRIATE, WILL DETERMINE WHETHER THE ORGANIZATION SHOULD: (A) TAKE NO ACTION, (B) DISCLOSE THE SITUATION MORE BROADLY AND INVITE DISCUSSION/RESOLUTION BY THE FULL BOARD ON WHAT ACTION TO TAKE, OR (C) REFRAIN FROM TAKING ACTION AND OTHERWISE AVOID THE CONFLICT. IN MOST CASES, THE BROADEST DISCLOSURE POSSIBLE IS ADVISABLE SO THAT DECISION-MAKERS CAN MAKE INFORMED DECISIONS THAT ARE IN THE BEST INTERESTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.