2025-05-13T07:14:18-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2023-07-01 364736711 THE HEIGHTS FOUNDATION INC HEIG 2394827706 15570 HAGIE DRIVE FT MYERS FL 33908 KATHRYN KELLY PRESIDENT/CEO 2394827706 2025-05-09 1 1 AMELIA COOPER P00437898 2392628686 2025-05-07 2023 2025-03-06 01:10:19Z KATHRYN KELLY 15570 HAGIE DRIVE FT MYERS FL 33908 9247330 0 X HTTPS://HEIGHTSFOUNDATION.ORG/ X 2012 FL SUPPORT STRONG, SELF-SUFFICIENT FAMILIES IN THE HARLEM HEIGHTS COMMUNITY THROUGH THE HEIGHTS CENTER 17 17 0 16 0 0 2495115 9188588 0 0 6 58742 0 0 2495121 9247330 909468 5842520 0 0 288172 141716 0 0 137878 374239 561317 1571879 6545553 923242 2701777 1056222 3902503 75577 220081 980645 3682422 X THE MISSION IS TO PROVIDE FUNDING AND RESOURCES TO THE HEIGHTS CENTER, INC., WHICH WORKS TO FUFILL THE ORIGINAL MISSION OF THE HEIGHTS FOUNDATION, INC. (FOUNDATION). HARLEM HEIGHTS IS A SEVERELY DISTRESSED COMMUNITY, "CONTINUED ON SCHEDULE O"WITH KIDS LIVING IN POVERTY AT TWICE THE RATE OF THE REST OF LEE COUNTY. THE SOLUTION TO POVERTY IS EDUCATION AND OPPORTUNITY. WITH YOUR HELP, WE CAN PROVIDE TUTORING FOR KIDS STRUGGLING IN SCHOOL, JOB TRAINING FOR HARD WORKING PARENTS, AND ACCESS TO LIFELONG EDUCATION AND WELLNESS CREATING AN ENTIRELY DIFFERENT FUTURE FOR FAMILIES IN OUR COMMUNITY.THE HEIGHTS FOUNDATION WORKS TO BUILD STRONG, SELF-SUFFICIENT FAMILIES IN THE HARLEM HEIGHTS NEIGHBORHOOD. OUR MISSION IS TO:- SUPPORT EDUCATION AND WELLNESS,- PROMOTE FAMILY AND COMMUNITY DEVELOPMENT, AND- PROVIDE THE BENEFITS OF ENRICHMENT AND THE ARTS. 0 0 6332912 5842520 THE EXEMPT PURPOSE OF THE FOUNDATION IS TO SUPPORT STRONG, SELF-SUFFICIENT FAMILIES IN THE HARLEM HEIGHTS COMMUNITY. THE FOUNDATION PROVIDES FUNDING AND SUPPORT TO THE HEIGHTS CENTER. IN FISCAL YEAR 2023, THE FOUNDATION PROVIDED OVER $900,000 TO THE HEIGHTS CENTER TO SUPPORT THEIR ACTIVITIES INCLUDING HURRICANE IAN RELIEF. HARLEM HEIGHTS IS A SEVERELY DISTRESSED COMMUNITY, WITH KIDS LIVING IN POVERTY AT TWICE THE RATE OF THE REST OF LEE COUNTY. THE SOLUTION TO POVERTY IS EDUCATION AND OPPORTUNITY. WITH YOUR HELP, WE CAN PROVIDE TUTORING FOR KIDS STRUGGLING IN SCHOOL, JOB TRAINING FOR HARD WORKING PARENTS, AND ACCESS TO LIFELONG EDUCATION AND WELLNESS CREATING AN ENTIRELY DIFFERENT FUTURE FOR FAMILIES IN OUR COMMUNITY. 6332912 1 1 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X KATHRYN KELLY 2394827706 15570 HAGIE DRIVE FORT MYERS FL 33908 ARMANDO LLECHU CHAIR 0.50 1.00 X X 0 0 0 JAN-ERIK HUSTRULID VICE CHAIR 1.00 2.00 X X 0 0 0 BRYAN FILSON SECRETARY/TREASURER 1.00 2.00 X X 0 0 0 TRACIE BAGANS DIRECTOR 1.00 2.00 X 0 0 0 JIM DWYER DIRECTOR 0.50 1.00 X 0 0 0 JAMIE FAUTZ DIRECTOR 0.50 1.00 X 0 0 0 BETSY HINDS DIRECTOR 0.50 1.00 X 0 0 0 DOUG JOHNSON DIRECTOR 0.50 1.00 X 0 0 0 CHRIS LOPEZ DIRECTOR 0.50 1.00 X 0 0 0 TOM LYTTON DIRECTOR 0.50 1.00 X 0 0 0 TERI PALMER DIRECTOR 1.50 3.00 X 0 0 0 CARSON PEARLMAN DIRECTOR 0.50 1.00 X 0 0 0 BETH PRATHER DIRECTOR 1.00 2.00 X 0 0 0 JAVIER SALAZAR DIRECTOR 0.50 1.00 X 0 0 0 SUSAN SCOTT DIRECTOR 0.50 1.00 X 0 0 0 KEVIN SHIMP DIRECTOR (THRU 12/2023) 1.00 2.00 X 0 0 0 DAVID VAZQUEZ DIRECTOR 0.50 1.00 X 0 0 0 TERRI WADE DIRECTOR 0.50 1.00 X 0 0 0 ALESHA WATCHOWSKI DIRECTOR 0.50 1.00 X 0 0 0 KATHRYN KELLY PRESIDENT/CEO 28.00 12.00 X 131023 56153 8811 DALE MAUSTELLER DIRECTOR OF FINANCE 1.00 23.00 X 2413 55491 8628 133436 111644 17439 1 0 1 0 0 9188588 9188588 58742 58742 9247330 0 0 58742 5842520 5842520 125777 2865 122912 3683 3388 184 111 573 527 29 17 1846 1699 92 55 9837 9050 492 295 46959 46959 31480 31480 50571 46525 2529 1517 65664 60411 3283 1970 300 276 15 9 5265 4844 263 158 120964 111287 6048 3629 75660 69607 3783 2270 14489 13330 724 435 FOOD & BEVERAGES 72689 66874 3634 2181 EQUIP. RENTAL & MAINT. 65985 60706 3299 1980 DONOR/VOLUNTEER 11291 10388 564 339 6545553 6332912 74763 137878 2159 215030 928063 3558973 126000 128500 1056222 3902503 36254 200758 39323 19323 75577 220081 X 980645 3682422 980645 3682422 1056222 3902503 2701777 0 X 0 0 0 X 1697011 714290 3399701 2495115 9188588 17494705 1697011 714290 3399701 2495115 9188588 17494705 9795512 7699193 68347 1546 20 6 58742 128661 17623366 863476 0.43690 0.53430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT ALL THREE ORGANIZATIONS ARE EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. THE ORGANIZATIONS' INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATIONS ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE ORGANIZATIONS ARE NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 1 THE HEIGHTS CENTER 15570 HAGIE DRIVE FORT MYERS FL 33908 455595206 501(C)(3) 1952520 0 OPERATIONS OF PROGRAMS AND ADMINISTRATION THE HEIGHTS LAND COMPANY INC 15570 HAGIE DRIVE FORT MYERS FL 33908 651003872 501(C)(3) 3880000 0 CAPITAL FOR EARLY LEARNING CENTER (1880,000) AND CAREER TECH (2,000,000) THE HEIGHTS CHARTER SCHOOL INC 15570 HAGIE DRIVE FORT MYERS FL 33908 810760151 501(C)(3) 10000 0 DESIGNATED FOR PRIMARY EDUCATION (CHARTER SCHOOL) 3 PART I, LINE 2: DUE TO THE AFFILIATE RELATIONSHIP BETWEEN THE FILING ORGANIZATION AND THE RECIPIENT ORGANIZATIONS, THE FILING ORGANIZATION IS ABLE TO EASILY MONITOR THE USE OF FUNDS. 0 0 0 0 0 0 0 1 0 KATHRYN KELLY PRESIDENT/CEO 110250 47250 15733 6743 5040 2160 4971 2130 1197 513 137191 58796 0 0 DALE MAUSTELLER DIRECTOR OF FINANCE 2354 54147 51 1171 8 173 97 2220 263 6048 2773 63759 0 0 PART I, LINE 3 THE ORGANIZATION LEASES EMPLOYEES FROM A RELATED ORGANIZATION, THE HEIGHTS CENTER, INC., WHICH SETS THE COMPENSATION. THE PROCESS FOR DETERMINING THE CEO'S COMPENSATION INVOLVES COMPARING DATA WITH SIMILAR POSITIONS IN THE AREA AND THE USE OF DATA FROM THE NON-PROFIT TIMES AND BLUE WATER SALARY SURVEY UTILIZING THE FOLLOWING CRITERIA: FIELD OF WORK, NUMBER OF FULL-TIME EMPLOYEES OF THE ORGANIZATION, OPERATING BUDGET AND GEOGRAPHIC REGION. COMPENSATION REVIEWS ARE DONE IN THE SECOND QUARTER OF EVERY CALENDAR YEAR. PART I, LINE 7 THE CEO'S BONUSES ARE DETERMINED BY AND GRANTED BY THE BOARD OF DIRECTORS. THE AMOUNT IS NOT BASED ON A FORMULA BUT RATHER GRANTED AT THE DISCRETION OF THE BOARD. PART II & FORM 990, PART VII, SEC. A, LINE 5 DALE MAUSTELLER RECEIVES HIS FORM W-2 FROM THE HEIGHTS CHARTER SCHOOL, INC., AN AFFILIATED BUT UNRELATED ORGANIZATION FOR TAX PURPOSES. THE HEIGHTS FOUNDATION, INC REIMBURSES THE HEIGHTS CHARTER SCHOOL, INC. FOR A PORTION OF HIS SALARY. KATHRYN KELLY RECEIVED HER FORM W-2 FROM THE HEIGHTS CENTER, INC, A RELATED ORGANIZATION. THE HEIGHTS CHARTER SCHOOL INC, AN AFFILIATED BUT RELATED ORGANIZATION, REIMBURSES FOR PART OF KATHRYN'S SALARY. THIS PORTION FROM THE UNRELATED ORGANIZATION IS NOT INCLUDED ON THIS FORM 990. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTES ARE AUTHORIZED TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS GIVEN TO THE PRESIDENT/CEO, KATHRYN KELLY, TO SIGN AND THEN IS PRESENTED TO THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C IF A BOARD MEMBER OR AN EMPLOYEE HAS ANY INFLUENCE ON ANY MATERIAL BUSINESS TRANSACTIONS, HE OR SHE MUST DISCLOSE TO AN OFFICER OF THE ORGANIZATION AS SOON AS POSSIBLE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST FORM. THE PRESIDENT/CEO OVERSEES THE PROCESS. THE COO REVIEWS POSSIBLE CONFLICTS OF INTEREST WITH VENDORS AND HIRING MANAGERS REVIEW POSSIBLE CONFLICTS OF INTEREST WITH PROSPECTIVE EMPLOYEES. POSSIBLE CONFLICTS ARE PRESENTED TO THE BOARD AND TO THE AUDIT FIRM. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT ARE AVAILABLE UPON REQUEST. THE HEIGHTS CENTER INC 15570 HAGIE DRIVE FORT MYERS FL 33908 455595206 COMMUNITY CENTER FL 501(C)(3) LINE 7 0 THE HEIGHTS LAND COMPANY INC 15570 HAGIE DRIVE FORT MYERS FL 33908 651003872 LAND HOLDING FL 501(C)(3) LINE 10 THE HEIGHTS CENTER INC 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0