2024-11-14T15:19:10-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-01-01 471249404 HEART FOR WINTER HAVEN INC HEAR 8632916270 1951 8TH ST NW WINTER HAVEN FL 33881 ROBERT BEATTY EXECUTIVE DIRECTOR 8632916270 2024-11-13 1 1 LACEY M QUATSOE P01300865 4078021200 2024-11-13 2023 2024-10-15 13:58:12Z ROBERT BEATTY 1951 8TH ST NW WINTER HAVEN FL 33881 2451763 0 X HEART4WH.ORG X 2014 FL MINISTER TO HOMELESS FAMILIES IN WINTER HAVEN - FINANCIAL, HOUSING, MENTAL HEALTH COUNSELING 13 13 17 100 0 0 3594864 2418491 52957 0 631 5026 -4120 -10621 3644332 2412896 2575003 1243284 0 0 507898 819289 0 0 6381 198293 286108 3281194 2348681 363138 64215 1010005 927755 245459 90091 764546 837664 X 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. 1 0 1690127 1243284 THE EMERGENCY RENTAL ASSISTANCE PROGRAM (ERAP) HAS MADE SIGNIFICANT STRIDES IN PREVENTING HOMELESSNESS AND ENSURING HOUSING STABILITY WITHIN THE COMMUNITY. OVER THE PAST YEAR, ERAP HAS ASSISTED 33 INDIVIDUALS WITH RE-HOUSING SERVICES, PROVIDED UTILITIES ASSISTANCE, AND PREVENTED EVICTION FOR 152 INDIVIDUALS. THESE EFFORTS HAVE OFFERED IMMEDIATE RELIEF AND CONTRIBUTED TO THE OVERALL STABILITY AND WELL-BEING OF THE COMMUNITY. 182329 THE HOUSING STABILITY PROGRAM HAS BEEN INSTRUMENTAL IN MAINTAINING HOUSING SECURITY FOR COMMUNITY MEMBERS THROUGH VARIOUS SUPPORT SERVICES. THIS YEAR, THE HOUSING PARTNERSHIP PROGRAM HAS PROVIDED RE-HOUSING SUPPORT TO 17 INDIVIDUALS, PREVENTED EVICTION FOR 33 INDIVIDUALS, AND ISSUED HOTEL VOUCHERS TO 2 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. 40588 THE CENTER FOR WELL-BEING OFFERS FREE AND LOW-COST MENTAL HEALTH COUNSELING, PROVIDING ESSENTIAL SUPPORT AND PERSONAL GROWTH OPPORTUNITIES TO EMPLOYEES OF LOCAL BUSINESSES. THIS PROGRAM INCLUDES COMPREHENSIVE SERVICES SUCH AS CONSULTATION, CASE MANAGEMENT, GROWTH WORKSHOPS, AND CHAPLAINCY. BY ADDRESSING MENTAL HEALTH NEEDS AND PROMOTING PERSONAL DEVELOPMENT, THE CENTER FOR WELL-BEING PLAYS A VITAL ROLE IN ENHANCING THE OVERALL HEALTH AND PRODUCTIVITY OF THE COMMUNITY'S WORKFORCE. 5483 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. 2314 THE FAITH & FINANCES PROGRAM OFFERS FAITH-CENTERED FINANCIAL EDUCATION AND TRAINING TO INDIVIDUALS IN LOW-INCOME SITUATIONS. THIS YEAR, THE PROGRAM SERVED 24 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. 7797 1920841 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 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 0 0 0 1 125 0 1 17 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X TERRY HENDERSON 8632916270 1951 8TH ST NW WINTER HAVEN FL 33881 MATT BURKETT PRESIDENT 1.00 X X 0 0 0 JAMES ARNOLD VICE PRESIDENT 1.00 X X 0 0 0 CONLEY THORNHILL TREASURER 1.00 X X 0 0 0 JONATHAN WINFREE SECRETARY 1.00 X X 0 0 0 REBECCA CLARK DIRECTOR 1.00 X 0 0 0 JOE HALMAN JR DIRECTOR 1.00 X 0 0 0 DEBBIE HARSH DIRECTOR 1.00 X 0 0 0 KARI HENDRICKSON DIRECTOR 1.00 X 0 0 0 JENNIFER IDELL DIRECTOR AS OF 9/23 1.00 X 0 0 0 BUNNY REEVES DIRECTOR 1.00 X 0 0 0 JOE SIMONDS DIRECTOR AS OF 2/23 1.00 X 0 0 0 AUSTIN SNIVELY DIRECTOR 1.00 X 0 0 0 ANDREA THIES DIRECTOR 1.00 X 0 0 0 ROBERT BEATTY EXECUTIVE DIRECTOR 40.00 X 62841 0 47505 TERRY HENDERSON CHIEF OPERATING OFFICER 40.00 X 83179 0 14706 146020 0 62211 0 0 0 0 0 59036 197497 1633713 528245 22288 2418491 5026 5026 16081 197497 36583 -20502 -20502 10850 2284 8566 8566 TRANSACTIONAL FEES 900099 1245 1245 REFUNDS AND REWARDS 900099 70 70 1315 2412896 0 0 -5595 1243284 1243284 208231 158204 50027 536327 407476 128851 2074 2074 23391 5730 17661 49266 49266 65978 65978 44373 31374 12999 32341 14138 14760 3443 79040 11634 65036 2370 11735 10115 1620 3776 581 2627 568 22 22 2695 129 2566 PROGRAM EXPENSES 35005 33278 1727 BAD DEBT EXPENSE 6547 6547 DUES AND SUBSCRIPTIONS 4596 2824 1772 2348681 1920841 421459 6381 176948 163274 624325 430662 182179 102800 36250 42633 10074 22 0 10052 4077 12656 22476 129428 1010005 927755 19702 23257 225757 66834 245459 90091 X 390068 382815 374478 454849 764546 837664 1010005 927755 64215 8903 0 X 0 1 X 1 1 1 X 258515 231405 990300 3594864 2418491 7493575 258515 231405 990300 3594864 2418491 7493575 7493575 92 631 5026 5749 13843 47524 35071 28246 124684 7624008 1056366 0.98290 0.98180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRANSACTIONAL FEES - 2022 AMOUNT: $ 2,410. 2023 AMOUNT: $ 1,245. REFUNDS AND REWARDS - 2022 AMOUNT: $ 1,376. 2023 AMOUNT: $ 70. FUNDRAISING REVENUE - 2020 AMOUNT: $ 13,843. 2021 AMOUNT: $ 47,524. 2022 AMOUNT: $ 26,310. 2023 AMOUNT: $ 16,081. GAMING REVENUE - 2022 AMOUNT: $ 4,975. 2023 AMOUNT: $ 10,850. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 10074 22 10052 10052 RENT RECEIVABLE 72282 BENEFICIAL INTEREST IN ASSETS HELD BY THRIVENT 53751 EMPLOYEE ADVANCES 3395 129428 2555423 8903 94757 103660 2451763 -38867 -38867 2412896 2482305 94757 94757 2387548 -38867 -38867 2348681 PART V, LINE 4: THE ENDOWMENT EXISTS TO ENCOURAGE ITS MEMBERS AND SUPPORTERS TO MAKE LEGACY GIFTS TO THE FUND AND TO CREATE A STABLE AND GROWING SOURCE OF REVENUE TO SUPPORT THE ORGANIZATION'S MISSION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE -38,867. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE -38,867. 6TH AS ONE BANQUET 165671 153136 12535 1811 12906 4662 8TH ANNUAL GOLF TOURNEY 47907 44361 3546 3185 3895 4055 4714 1355 213578 197497 16081 3185 3895 5866 17620 6017 36583 -20502 1 EMERGENCY RENTAL ASSISTANCE PROGRAM 237 1243284 0 N/A N/A PART I, LINE 2: ONCE ELIGIBILITY OF THE RECIPIENT IS ESTABLISHED AND THE FUNDS ARE AWARDED, HEART FOR WINTER HAVEN DOES NOT MONITOR THE RECIPIENT'S USE OF THE FUNDS. FORM 990, PART III, LINE 2 HEART FOR WINTER HAVEN BECAME MORE FOCUSED ON AFFORDABLE AND ATTAINABLE HOUSING IN 2023. A STRATEGY OF ACQUIRING PROPERTIES TO RENT AT BELOW MARKET RATES WAS FORMULATED TO BE EXECUTED IN 2024 AND BEYOND. FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY HAS DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE. THE RESPONSIBILITIES AND REQUIREMENTS OF THE EXECUTIVE COMMITTEE INCLUDE: 1. SHALL CONSIST OF THE OFFICERS AND COMMITTEE CHAIRPERSONS. 2. ACT AS THE ADMINISTRATIVE HEAD OF HEART FOR WINTER HAVEN. 3. TAKE CARE OF NECESSARY LEGAL MATTERS. 4. PREPARE CORPORATE DOCUMENTS, AND PRESENT THEM TO THE FULL BOARD FOR APPROVAL. 5. CARRY OUT NECESSARY FUNCTIONS OF THE BOARD WHICH NEED TO BE DEALT WITH BETWEEN BOARD MEETINGS. 6. SERVE AS THE BY-LAW REVIEW COMMITTEE. 7. AT THE END OF THE YEAR REVIEW AND EVALUATE GENERAL ACTIVITY AND PROGRESS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE OFFICERS OF THE ORGANIZATION AND THEN EMAILED TO THE ENTIRE BOARD FOR REVIEW BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THIS POLICY HAS BEEN ADOPTED TO INFORM THE BOARD MEMBER, PROVIDE FOR ANNUAL REVIEWS, AND CONTROL RELATED PARTY TRANSACTIONS IN ORDER TO RIGOROUSLY AVOID CONFLICTS OF INTEREST. IN THE EVENT THAT TRANSACTIONS OF RELATED INTEREST OCCUR OR ARE PROPOSED, THIS POLICY PROVIDES THAT: 1. ALL PROPOSED TRANSACTIONS BE REPORTED TO THE BOARD AND BE APPROVED IN ADVANCE. 2. THE BOARD RECORDS DEMONSTRATE THAT THE TRANSACTION IS TRULY IN THE BEST INTEREST OF THE ORGANIZATION, AS PROVIDED BY A COMPETITIVE BID OR COMPARATIVE VALUATION, AND THAT IT DOES NOT VIOLATE STATE LAW. 3. THE RELATED PARTY BE EXCUSED DURING THE PROCESS OF BOARD DELIBERATION, OTHER THAN TO RESPOND TO QUESTIONS, AND ABSTAIN FROM VOTING. 4. THE BOARD PERFORMS AN ANNUAL REVIEW FOR POTENTIAL AND KNOWN RELATED PARTY TRANSACTIONS THROUGH ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES TO BE COMPLETED BY EACH BOARD MEMBER, OFFICER, AND SENIOR MANAGEMENT OF THE CORPORATION, INCLUDING RELATED ENTITIES. 5. CONTROLS ARE ESTABLISHED TO ENSURE THAT NORMAL CORPORATE CONTROLS AND ACCOUNTABILITY ARE MAINTAINED. IN SOME CASES, THIS MAY INVOLVE THE ASSIGNMENT OF ANOTHER BOARD MEMBER TO ACT ON BEHALF OF THE ORGANIZATION IN DEALING WITH THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S AND CHIEF OPERATING OFFICER'S COMPENSATION AMOUNTS ARE BOTH DETERMINED BASED ON A COMPENSATION SURVEY OR STUDY AND APPROVED BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.