2025-02-04T11:22:58-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 650005384 HEALTH FOUNDATION OF SOUTH FLORIDA INC HEAL 3053747200 2 SOUTH BISCAYNE BOULEVARD 1710 MIAMI FL 33131 ALECIA R DILLON CHIEF FINANCIAL OFFICER 3053747200 2025-02-04 1 1 AARON M FOX P01365820 2022274000 2025-02-04 2023 2025-03-06 01:10:19Z X LOREEN CHANT 2 S BISCAYNE BLVD SUITE 1710 MIAMI FL 33131 17277301 0 X HTTP://WWW.HFSF.ORG X 1993 FL OUR VISION IS FOR ALL SOUTH FLORIDIANS TO HAVE AN EQUAL OPPORTUNITY TO ACHIEVE OPTIMAL HEALTH AND WELL-BEING. 11 11 11 11 0 0 0 69500 0 0 393053 1817285 10900 25769 403953 1912554 0 0 0 0 277610 251369 0 0 0 414605 958623 692215 1209992 -288262 702562 29185968 26759621 6684186 2001104 22501782 24758517 THE MISSION OF HEALTH FOUNDATION OF SOUTH FLORIDA IS TO INVEST IN AND BE A CATALYST FOR COLLABORATIONS, POLICY AND SYSTEMS CHANGE THAT IMPROVES THE HEALTH OF SOUTH FLORIDA COMMUNITIES, WITH A FOCUS ON VULNERABLE, LOW TO MODERATE-INCOME POPULATIONS. 0 0 252298 STRATEGIC AND RESPONSIVE GRANTS: THE FOUNDATION'S STRATEGIC GRANT MAKING GOALS INCLUDE: ACCESS TO CARE, INTEGRATION OF HEALTH AND SOCIAL NEEDS AND FOSTERING THRIVING COMMUNITIES. THIS INCLUDES INCREASING ACCESS TO ROUTINE AND PREVENTIVE MEDICAL CARE; REDUCING HEALTH DISPARITIES BY ADVANCING A COLLABORATIVE SYSTEM ACROSS SECTORS THAT ENABLES AND FACILITATES THE INTEGRATION OF SOCIAL NEEDS AND HEALTH CARE; AND IMPROVING THE SOCIAL AND ECONOMIC CONDITIONS THAT PROMOTE PHYSICAL, MENTAL AND EMOTIONAL WELL-BEING. THESE GRANTS CAN INCLUDE FUNDING IN EXCESS OF ONE YEAR. 9723 ADMINISTRATIVE GRANTS: THESE GRANTS SUPPORT SMALLER PROJECTS UP TO $50,000 THAT TYPICALLY LAST ONE YEAR OR LESS. THE PROCESS FOR APPLYING IS LESS FORMAL AND AN ADMINISTRATIVE GRANT MAY ALSO BE AWARDED TO PROVIDE "BRIDGE" FUNDING FOR A RESPONSIVE GRANT, FUND SPECIAL PROJECTS, PLANNING GRANTS, AND SMALL EMERGENCY GRANTS. 9723 OTHER PROGRAMS: THE FOUNDATION SUPPORTS INITIATIVES AND PROGRAMS ALIGNED WITH ITS MISSION AND STRATEGIC GOALS INCLUDING THE SOUTH FLORIDA ANCHOR ALLIANCE, THE BLACK HEALTH SUMMIT COMMUNITY SPONSORSHIPS AND SCHOLARSHIP SUPPORT FOR NURSING AND ALLIED HEALTH PROGRAMS. 271744 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 1 0 0 0 1 12 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X ALECIA R DILLON 3053747200 2 S BISCAYNE BLVD SUITE 1710 MIAMI FL 33131 MICHAEL DE LUCCA CHAIRMAN 0.50 0.50 X X 0 0 0 BARBARA FONTE VICE-CHAIRWOMAN 0.50 0.50 X X 0 0 0 NELSON ADAMS BOARD MEMBER 0.50 0.00 X 0 0 0 CAROL FINE BOARD MEMBER 0.50 0.00 X 0 0 0 CARALINE COATS BOARD MEMBER 0.50 0.00 X 0 0 0 RYAN STUMPHAUZER BOARD MEMBER 0.50 0.00 X 0 0 0 MICHAEL GOLD BOARD MEMBER 0.50 0.00 X 0 0 0 DIONNE WONG SECRETARY 0.50 0.50 X X 0 0 0 JOSE LINARES BOARD MEMBER 0.50 0.00 X 0 0 0 J EVERETT WILSON TREASURER 0.50 0.50 X X 0 0 0 MELIDA AKITI BOARD MEMBER 0.50 0.00 X 0 0 0 INES HERNANDEZ BOARD MEMBER UNTIL 2/2023 0.50 0.00 X 0 0 0 LOREEN CHANT PRESIDENT/CEO 6.00 34.00 X 48853 276833 25743 ALECIA DILLON CFO 6.00 34.00 X 33835 191733 18030 JANISSE SCHOEPP CSO 6.00 34.00 X 33344 188951 17954 116032 657517 61727 0 0 1 0 0 69500 69500 460132 460132 16721900 15364747 1357153 1357153 1357153 OTHER INCOME 900090 25769 25769 25769 1912554 0 0 1843054 124085 116033 8052 83391 70882 12509 3311 2815 496 28395 24136 4259 12187 10359 1828 9892 6534 3358 10705 10705 161480 161480 103926 103926 8123 8123 35624 30280 5344 33469 33469 1579 1579 129797 129797 251272 251272 204553 204553 8203 8203 1209992 271744 938248 0 166950 223579 58566 55966 2651 2672 1255473 1537187 509328 489178 31943 20150 20422869 21051928 7247516 3868139 29185968 26759621 1308476 1646777 250000 0 4550000 0 575710 354327 6684186 2001104 X 22501782 24758517 22501782 24758517 29185968 26759621 702562 1554173 0 X 0 1 X 1 0 X 632533 783796 1069543 69500 2555372 632533 783796 1069543 69500 2555372 185052 2370320 469910 273408 382673 387818 460132 1973941 80765 1530 4511 10900 25769 123475 4652788 0.50940 0.61650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE C, PART I-A, LINE 1 THE ORGANIZATION FILED FORM 5768 DURING THE 2019 TAX YEAR. 110547 110547 0 214227 194077 20150 184554 184554 0 20150 DUE FROM AFFILIATE 3493044 SECURITY DEPOSIT 10317 MEDICAL FSA 1284 ROU ASSET - OPERATING 363494 3868139 LEASE LIABILITY 354327 354327 X PART X, LINE 2: 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, 2023, 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. X X 0 0 0 0 0 0 0 0 0 LOREEN CHANT PRESIDENT/CEO 48853 276833 0 0 0 0 3358 22385 0 0 52211 299218 0 0 ALECIA DILLON CFO 33835 191733 0 0 0 0 2352 15678 0 0 36187 207411 0 0 JANISSE SCHOEPP CSO 33344 188951 0 0 0 0 2342 15612 0 0 35686 204563 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED. THE BOARD REVIEWS THE 990 FOR ACCURACY AND A FINAL VERSION IS SIGNED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE OF THE CONFLICT OF INTEREST POLICY. 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 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PARTS AND SCHEDULES OF THE FORM 990 THAT WERE AMENDED: 2023 FEDERAL FORM 990 WAS AMENDED TO PROVIDE CORRECT AND ACCURATE REPRESENTATION OF THE ORGANIZATION'S BOARD MEMBERS. AS A RESULT, BELOW ARE THE UPDATED PARTS ON THE RETURN. PART 1, LINE 6 HAS BEEN UPDATED TO REFLECT CORRECT NUMBER OF VOLUNTEERS. PART VI, LINES 1A AND 1B HAVE BEEN UPDATED TO REFLECT CORRECT NUMBER OF VOTING MEMBERS AND INDEPENDENT VOTING MEMBERS. PART VII WAS ADJUSTED TO REFLECT CORRECT TITLES, AVERAGE HOURS PER WEEK FOR RELATED ORGANIZATION AND THEIR POSITIONS. HFSF GRANTS MANAGEMENT INC 2 S BISCAYNE BLVD STE 1710 MIAMI FL 33131 650005383 GRANTS MGMT FL 501(C)(3) LINE 11 FILING ORGANIZATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 HFSF GRANTS MANAGEMENT INC O 1083143 COST