2023-11-13T17:04:02-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-01-01 650005383 HFSF GRANTS MANAGEMENT INC HFSF 3053747200 2 S BISCAYNE BLVD 1710 MIAMI FL 33131 ALECIA R DILLON CHIEF FINANCIAL OFFICER 3053747200 2023-10-19 1 ALECIA DILLON 999009999 1 AARON M FOX P01365820 2028225000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LOREEN CHANT 2 S BISCAYNE BLVD SUITE 1710 MIAMI FL 33131 11628908 0 X HTTP://WWW.HFSF.ORG X 2002 FL OUR VISION IS FOR ALL SOUTH FLORIDIANS TO HAVE AN EQUAL OPPORTUNITY TO ACHIEVE OPTIMAL HEALTH AND WELL-BEING. 3 3 0 3 0 3076 867783 334306 129979 0 8364331 5082561 8017 26680 9370110 5443547 3172588 6858607 0 0 1326738 1546376 0 0 0 2300765 2361984 6800091 10766967 2570019 -5323420 164842326 143284589 5828747 14618175 159013579 128666414 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 9048959 6620607 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. 357437 238000 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. 500756 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. 9907152 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 1 1 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 1 1 0 FL X ALECIA R DILLON 3053747200 2 S BISCAYNE BLVD SUITE 1710 MIAMI FL 33131 MICHAEL DE LUCCA CHAIRWOMAN 0.50 0.50 X X 0 0 0 BARBARA FONTE VICE CHAIRMAN 0.50 0.50 X X 0 0 0 DIONNE WONG SECRETARY 0.50 0.50 X X 0 0 0 LOREEN CHANT PRESIDENT/CEO 34.00 6.00 X 315981 55761 34504 ALECIA DILLON CFO 34.00 6.00 X 150185 26503 29325 JANISSE SCHOEPP VP STRATEGY 34.00 6.00 X 163601 28871 5200 629767 111135 69029 3 0 1 0 0 334306 334306 2233197 2233197 9034725 6185361 2849364 2849364 2849364 OTHER INCOME 900090 26680 26680 26680 5443547 0 0 5109241 6858607 6858607 688680 585378 103302 552485 531672 20813 70218 70218 160489 160489 74504 74504 45184 45184 32717 32717 735700 735700 383929 383929 16002 16002 119798 119798 21705 21705 187134 187134 8678 8678 34086 34086 COMMUNITY SPONSORSHIPS 530256 530256 EVENTS 144247 144247 COMMUNCATION CONTRACT S 72000 72000 COVID 19 CAMPAIGN EXPEN 25703 25703 4845 4845 10766967 9907152 859815 0 216525 203380 213852 471908 1210000 8243 14914 120993012 101207774 43410694 40176613 164842326 143284589 224754 185761 2252646 6385388 1400000 3351347 6647026 5828747 14618175 X 159013579 128666414 159013579 128666414 164842326 143284589 -5323420 -25023745 0 X 0 1 X 1 0 X X 1 HEALTH FOUNDATION OF SOUTH FLORIDA INC 650005384 3 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 29015 29015 0 SCHEDULE C, PART I-A, LINE 1 THE ORGANIZATION FILED FORM 5768 DURING THE 2019 TAX YEAR. 0 ALTERNATIVE INVESTMENT FUNDS 40176613 F 40176613 DUE TO AFFILIATES 6647026 6647026 X PART X, LINE 2: 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, 2022, 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. 0 PART I, LINE 2 X X 0 1 0 0 0 0 0 0 0 LOREEN CHANT PRESIDENT/CEO 263281 46461 52700 9300 0 0 15738 2777 13591 2398 345310 60936 0 0 ALECIA DILLON CFO 150185 26503 0 0 0 0 10630 1595 14535 2565 175350 30663 0 0 JANISSE SCHOEPP VP STRATEGY 163601 28871 0 0 0 0 0 0 4420 780 168021 29651 0 0 PART VII STEVEN E MARCUS FORMER PRESIDENT/CEO $7,944 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. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. 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 AND OTHER KEY EMPLOYEES 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. HEALTH FOUNDATION OF SOUTH FLORIDA INC 2 SOUTH BISCAYNE BOULEVARD ST MIAMI FL 33131 650005384 HEALTH FL 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SCHEDULE R, PART V, LINE 1O HEALTH FOUNDATION OF SOUTH FLORIDA, INC, THE PARENT ORGANIZATION, IS RESPONSIBLE FOR FILING ALL PAYROLL RELATED FORMS. THE COST OF THE PAYROLL IS SHARED BETWEEN HEALTH FOUNDATION OF SOUTH FLORIDA, INC. AND ITS SUPPORTING ORGANIZATION, HFSF GRANTS MANAGEMENT, INC