Nonprofit · EIN 65-0005384
HEALTH FOUNDATION OF SOUTH FLORIDA INC
Tax-exempt · MIAMI, FL 33131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,835,293 | $1,214,871 | $620,422 | $27,880,976 | $1,868,253 | $26,012,723 |
| December 31, 2023 | 990 (amended) | $1,912,554 | $1,209,992 | $702,562 | $26,759,621 | $2,001,104 | $24,758,517 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $40,000
- Program service revenue
- $0
- Investment income
- $1,793,293
- Net gain from sales of assets
- $1,369,128
- Other revenue
- $2,000
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $143,433
- Other salaries and wages
- $119,620
- Salaries, compensation and benefits (total)
- $310,942
- Professional fundraising fees
- $0
- Legal fees
- $12,577
- Accounting fees
- $8,092
- Occupancy
- $213,548
- Travel
- $2,470
- Depreciation
- $13,705
- Program services (functional)
- $433,580
- Management and general (functional)
- $781,291
Balance sheet and other
- Total assets, start of year
- $26,759,621
- Total assets, end of year
- $27,880,976
- Total liabilities, end of year
- $1,868,253
- Net assets, end of year
- $26,012,723
- Land, buildings and equipment
- $6,445
- Publicly traded securities
- $20,955,957
- Net assets without donor restrictions
- $26,012,723
- Gross receipts
- $2,512,523
- Employees
- 13
- Volunteers
- 13
- Year formed
- 1993
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LOREEN CHANT | PRESIDENT/CEO Officer | 6 | $57,419 | $325,374 | $115,794 |
| ALECIA DILLON | CFO Officer | 6 | $33,364 | $189,060 | $17,438 |
| JANISSE SCHOEPP | CSO Key employee | 6 | $32,372 | $183,444 | $0 |
| MICHAEL DE LUCCA | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BARBARA FONTE | VICE CHAIRWOMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DIONNE WONG | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| J EVERETT WILSON | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ALFRED BATTLE JR | BOARD MEMBER AS OF 01/2024 Trustee or director | 0.5 | $0 | $0 | $0 |
| NELSON ADAMS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| DAVID CLARK | BOARD MEMBER AS OF 01/2024 Trustee or director | 0.5 | $0 | $0 | $0 |
| CARALINE COATS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| ALEX FERNANDEZ | BOARD MEMBER AS OF 01/2024 Trustee or director | 0.5 | $0 | $0 | $0 |
| CAROL FINE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL GOLD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JOSE LINARES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN STUMPHAUZER | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LOREEN CHANT | PRESIDENT/CEO Officer | 6 | $48,853 | $276,833 | $25,743 |
| ALECIA DILLON | CFO Officer | 6 | $33,835 | $191,733 | $18,030 |
| JANISSE SCHOEPP | CSO Key employee | 6 | $33,344 | $188,951 | $17,954 |
| MICHAEL DE LUCCA | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BARBARA FONTE | VICE-CHAIRWOMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| NELSON ADAMS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CAROL FINE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CARALINE COATS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| RYAN STUMPHAUZER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL GOLD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| DIONNE WONG | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JOSE LINARES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| J EVERETT WILSON | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MELIDA AKITI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| INES HERNANDEZ | BOARD MEMBER UNTIL 2/2023 Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 S BISCAYNE BLVD STE 1710, MIAMI, FL 33131-1804
- In care of
- % KATHY ANTIEAU
- Principal officer (990 for 2024)
- ALECIA R DILLON, 2 SOUTH BISCAYNE BOULEVARD 1710, MIAMI, FL 33131
- Signed the 990
- ALECIA R DILLON, CHIEF FINANCIAL OFFICER
- Phone
- (305) 374-7200
- Website
- HTTP://WWW.HFSF.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
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.
Program accomplishments
- 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.Expenses $400,293
- 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.Expenses $11,689
- 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.Expenses $21,598
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
- 65-0005384
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $27,880,976
- Income (IRS master file)
- $2,512,523
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,835,293 | $1,214,871 | $27,880,976 | IRS |
| 990 | December 2023 | $1,912,554 | $1,209,992 | $26,759,621 | XML |
| 990 | December 2022 | $403,953 | $692,215 | $29,185,968 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
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 65-0005384).
Questions about HEALTH FOUNDATION OF SOUTH FLORIDA INC
- What is the EIN of HEALTH FOUNDATION OF SOUTH FLORIDA INC?
- The employer identification number (EIN) of HEALTH FOUNDATION OF SOUTH FLORIDA INC is 65-0005384.
- Is HEALTH FOUNDATION OF SOUTH FLORIDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to HEALTH FOUNDATION OF SOUTH FLORIDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEALTH FOUNDATION OF SOUTH FLORIDA INC 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 HEALTH FOUNDATION OF SOUTH FLORIDA INC 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 HEALTH FOUNDATION OF SOUTH FLORIDA INC 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 HEALTH FOUNDATION OF SOUTH FLORIDA INC?
- The 990 for the year ended December 31, 2024 names ALECIA R DILLON.
- Who are the officers and directors of HEALTH FOUNDATION OF SOUTH FLORIDA INC?
- The 990 for the year ended December 31, 2024 lists 16 people; 3 received compensation from the organization, the highest $57,419 (LOREEN CHANT, PRESIDENT/CEO).
- How much revenue does HEALTH FOUNDATION OF SOUTH FLORIDA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,835,293, expenses of $1,214,871 and total assets of $27,880,976 at year end.
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