Nonprofit · EIN 47-1249404
HEART FOR WINTER HAVEN
Tax-exempt · WINTER HAVEN, FL 33881
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,673,441 | $1,456,126 | $217,315 | $1,804,775 | $743,167 | $1,061,608 |
| December 31, 2023 | 990 | $2,412,896 | $2,348,681 | $64,215 | $927,755 | $90,091 | $837,664 |
| December 31, 2022 | 990 | $3,644,332 | $3,281,194 | $363,138 | $1,010,005 | $245,459 | $764,546 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,546,378
- of which government grants
- $230,701
- Program service revenue
- $72,205
- Investment income
- $6,793
- Net gain from sales of assets
- $3,402
- Net income from fundraising events
- $35,891
- Net income from gaming
- $11,580
- Other revenue
- $48,065
Expenses
- Grants and similar amounts paid
- $188,140
- Compensation of officers, directors and key employees
- $225,586
- Other salaries and wages
- $579,870
- Salaries, compensation and benefits (total)
- $903,506
- Professional fundraising fees
- $0
- Legal fees
- $6,607
- Accounting fees
- $31,938
- Occupancy
- $40,265
- Travel
- $5,430
- Depreciation
- $10,485
- Program services (functional)
- $1,010,230
- Management and general (functional)
- $423,701
- Fundraising (functional)
- $22,195
Balance sheet and other
- Total assets, start of year
- $927,755
- Total assets, end of year
- $1,804,775
- Total liabilities, end of year
- $743,167
- Net assets, end of year
- $1,061,608
- Land, buildings and equipment
- $1,060,193
- Publicly traded securities
- $34
- Net assets without donor restrictions
- $933,086
- Net assets with donor restrictions
- $128,522
- Gross receipts
- $1,780,894
- Employees
- 15
- Volunteers
- 100
- Year formed
- 2014
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT BEATTY | EXECUTIVE DIRECTOR Officer | 40 | $57,955 | $55,425 |
| TERRY HENDERSON | CHIEF OPERATING OFFICER Officer | 40 | $96,909 | $10,036 |
| JONATHAN WINFREE | SECRETARY Trustee or director, Officer | 4 | $5,250 | $0 |
| MATT BURKETT | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAMES ARNOLD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CONLEY THORNHILL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE HALMAN JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBBIE HARSH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARI HENDRICKSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER IDELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BUNNY REEVES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE SIMONDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AUSTIN SNIVELY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREA THIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT BEATTY | EXECUTIVE DIRECTOR Officer | 40 | $62,841 | $47,505 |
| TERRY HENDERSON | CHIEF OPERATING OFFICER Officer | 40 | $83,179 | $14,706 |
| MATT BURKETT | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAMES ARNOLD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CONLEY THORNHILL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN WINFREE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE HALMAN JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBBIE HARSH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARI HENDRICKSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER IDELL | DIRECTOR AS OF 9/23 Trustee or director | 1 | $0 | $0 |
| BUNNY REEVES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE SIMONDS | DIRECTOR AS OF 2/23 Trustee or director | 1 | $0 | $0 |
| AUSTIN SNIVELY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREA THIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2022: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT BEATTY | EXECUTIVE DIRECTOR Officer | 40 | $66,905 | $21,416 |
| MATT BURKETT | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAMES ARNOLD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CONLEY THORNHILL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN WINFREE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE HALMAN JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBBIE HARSH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARI HENDRICKSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BUNNY REEVES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AUSTIN SNIVELY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREA THIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1951 8TH ST NW SUITE 100, WINTER HAVEN, FL 33881-2391
- In care of
- % BRAD BEATTY
- Mailing address (990-N for 2014)
- 1410 Dundee Rd, Winter Haven FL 33884
- Principal officer (990 for 2024)
- ROBERT BEATTY, 1951 8TH ST NW SUITE 100, WINTER HAVEN, FL 33881
- Principal officer (990-N for 2014)
- Jonathan Winfree, 1410 Dundee Rd, Winter Haven FL 33884
- Signed the 990
- ROBERT BEATTY, EXECUTIVE DIRECTOR
- Phone
- (863) 291-6270
- Website
- www.heart4wh.org
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
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.
Program accomplishments
- 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.Expenses $826,711 · grants $186,940 · revenue $55,025
- 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.Expenses $164,186 · revenue $5,060
- 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.Expenses $10,647 · revenue $6,720
- 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.Expenses $4,203
- 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.Expenses $3,283
- 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.Expenses $1,200 · grants $1,200 · revenue $5,400
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-1249404
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $1,804,775
- Income (IRS master file)
- $1,780,894
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,673,441 | $1,456,126 | $1,804,775 | XML |
| 990 | December 2023 | $2,412,896 | $2,348,681 | $927,755 | XML |
| 990 | December 2022 | $3,644,332 | $3,281,194 | $1,010,005 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Jonathan Winfree | December 31, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1249404).
Questions about HEART FOR WINTER HAVEN
- What is the EIN of HEART FOR WINTER HAVEN?
- The employer identification number (EIN) of HEART FOR WINTER HAVEN is 47-1249404.
- Is HEART FOR WINTER HAVEN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HEART FOR WINTER HAVEN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEART FOR WINTER HAVEN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEART FOR WINTER HAVEN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEART FOR WINTER HAVEN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEART FOR WINTER HAVEN?
- The 990 for the year ended December 31, 2024 names ROBERT BEATTY.
- Who are the officers and directors of HEART FOR WINTER HAVEN?
- The 990 for the year ended December 31, 2024 lists 15 people; 3 received compensation from the organization, the highest $57,955 (ROBERT BEATTY, EXECUTIVE DIRECTOR).
- How much revenue does HEART FOR WINTER HAVEN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,673,441, expenses of $1,456,126 and total assets of $1,804,775 at year end.
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- COMPASSIONATE TRANSITIONAL HOME INC EIN 81-0790787 · last filed 990-EZ for 2025
- 1ST VETERANS KIDS CARE INC EIN 27-0206132 · last filed 990-EZ for 2025
- FAMILY EMERGENCY SERVICES OF WINTER HAVEN INC EIN 59-0609724 · last filed 990-EZ for 2023
- SPEAK UP FOR CHILDREN IN THE TENTH JUDICIAL CIRCUIT INC EIN 65-0014075 · last filed 990-EZ for 2025
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