2024-05-15T16:17:11-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2022-07-01 455595206 THE HEIGHTS CENTER INC HEIG 2394827706 15570 HAGIE DR FT MYERS FL 33908 KATHRYN KELLY PRESIDENT/CEO 2394827706 2024-05-15 1 KATHRYN KELLY 999009999 0 AMELIA COOPER P00437898 2392628686 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHRYN KELLY 15570 HAGIE DR FT MYERS FL 33908 2874045 0 X WWW.HEIGHTSFOUNDATION.ORG X 2012 FL TO BUILD STRONG, SELF-SUFFICIENT FAMILIES IN HARLEM HEIGHTS COMMUNITY WITH EDUCATION & OPPORTUNITY. 17 17 84 17 0 0 2158074 2091713 308078 772517 0 0 18761 9815 2484913 2874045 55518 346717 0 0 1244456 1582191 0 3476 85746 616320 1031243 1916294 2963627 568619 -89582 469905 462568 48343 165887 421562 296681 X TO BUILD STRONG, SELF-SUFFICIENT FAMILIES IN HARLEM HEIGHTS COMMUNITY THROUGH EDUCATION & OPPORTUNITY. 1 0 1247986 525222 EARLY LEARNING PROGRAM: OFFERS QUALITY, DEVELOPMENTALLY APPROPRIATE CHILDCARE, AND EDUCATIONAL OPPORTUNITIES TO CHILDREN BIRTH - AGE 5. THE CHILDCARE AND EARLY LEARNING PROGRAMS SERVE OVER 80 CHILDREN. 795428 216234 HURRICANE IAN DISASTER RELIEF: HURRICANE IAN STRUCK THE HARLEM HEIGHTS NEIGHBORHOOD AND SURROUNDING AREA ON 9/28/2022, AND THE STORM SURGE CAUSED CATASTROPHIC DAMAGE TO THE NEIGHBORHOOD. OVER 200 FAMILIES WERE IN NEED OF HELP REBUILDING OR REPAIRING THEIR HOMES. BY JUNE 2023, 97% OF THE FAMILIES HAD THE WATER AND MOLD DAMAGE REMEDIATED, 64% HAD THEIR DRYWALL INSTALLED, 27% HAD THEIR KITCHEN CABINETS INSTALLED, 31% NEW FLOORS WERE INSTALLED. OUR LONG TERM GOAL IS 100% RESTORATION FROM HURRICANE IAN. 341430 128453 SCHOOL SUCCESS: THE DCF-LICENSED AFTERSCHOOL PROGRAM PROVIDES ACADEMIC SUPPORT AND ENRICHMENT TO 150 CHILDREN IN GRADES K-8 EVERY SCHOOL DAY IN A PROGRAM MODELED AFTER 21ST CCLC; SUMMER CAMP PROVIDES ENRICHMENT ACTIVITIES AND ONGOING ACADEMIC SUPPORT TO 145 CHILDREN, AGES 5-15; AND POST-SECONDARY PROGRAMMING IS OFFERED SEVERAL TIMES EACH YEAR TO SUPPORT HIGH SCHOOL STUDENTS AND THEIR FAMILIES. 261444 130483 117422 COMMUNITY OUTREACH: WITH COMMUNITY SUPPORT WE PROVIDE BACK TO SCHOOL SUPPLIES TO 500 CHILDREN KINDERGARTEN-GRADE 12, THANKSGIVING MEALS FOR OVER 700 FAMILIES, AND DISTRIBUTE CHRISTMAS GIFTS TO NEARLY 900 CHILDREN LIVING IN THE HARLEM HEIGHTS NEIGHBORHOOD. THROUGH COLLABORATION WITH AREA AGENCIES, RESIDENTS' HOUSING NEEDS ARE ADDRESSED. A FULL-TIME LICENSED SOCIAL WORKER HELPS INDIVIDUALS AND FAMILIES BY MAKING APPROPRIATE REFERRALS TO COMMUNITY RESOURCES, PROVIDING DIRECT CLIENT SERVICES, OFFERING INDIVIDUAL AND FAMILY COUNSELING, AND PROVIDING THE RESOURCES NEEDED TO HELP PREVENT CRISIS. 67760 ADULT LEARNING: THESE PROGRAMS FOCUS ON THE ACQUISITION OF SKILLS NEEDED TO SECURE AND MAINTAIN EMPLOYMENT. CLASSES INCLUDE FINANCIAL MANAGEMENT, ENGLISH AS A SECOND LANGUAGE, GED, AND COMPUTER BASICS. 11381 1420 ARTS AND ENRICHMENT: CREATING, COMMUNICATING, AND EXPLORING THROUGH THE ARTS AT ALL AGES, AND GROWING SOCIALLY, EMOTIONALLY, AND PHYSICALLY STRONG KIDS; -PROGRAMS IN THIS AREA SPAN ALL AGES AND INCLUDE A YOUTH SPORTS PROGRAM, EXERCISE CLASSES, IN ADDITION TO ART, MUSIC, AND DANCE CLASSES. THESE PROGRAMS PROVIDECONNECTIONS TO EXPLORE THE CULTURAL AND EXPRESSIVE ARTS AND BUILD COMMUNITY THROUGH THE CULTURAL AND EXPRESSIVE ARTS. THROUGH ENRICHING CLASSES AND FI TNESSPROGRAMS, CHILDREN AND ADULTS ENJOY THE BENEFI TS OF ACCESS TO THE ARTS, INCLUDING WORKING AS A TEAM, EXPRESSING IDEAS IN A POSITIVE WAY, AND SEEING PROJECTS TO COMPLETION. 340585 130483 118842 2725429 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 84 1 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 1 1 0 X KATHRYN KELLY 2394827706 15570 HAGIE DRIVE FORT MYERS FL 33908 JAN-ERIK HUSTRULID CHAIR 1.00 2.00 X X 0 0 0 ARMANDO LLECHU VICE CHAIR 1.00 2.00 X X 0 0 0 BRYAN FILSON SECRETARY/TREASURER 0.50 1.00 X X 0 0 0 TRACIE BAGANS GOVERNANCE CHAIR 0.50 1.00 X 0 0 0 JIM DWYER 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 BETH PRATHER DIRECTOR 1.00 2.00 X 0 0 0 KEVIN SHIMP DIRECTOR 0.50 1.00 X 0 0 0 TERRI WADE DIRECTOR 0.50 1.00 X 0 0 0 CARSON PEARLMAN DIRECTOR 0.50 1.00 X 0 0 0 JAMIE FAUTZ DIRECTOR 0.50 1.00 X 0 0 0 SUSAN SCOTT DIRECTOR 0.50 1.00 X 0 0 0 ALESHA WATCHOWSKI DIRECTOR 0.50 1.00 X 0 0 0 KATHRYN KELLY PRESIDENT/CEO 8.00 32.00 X 30266 121066 7403 JAMES SANGER COO - THRU 10/2022 28.00 12.00 X 71287 30552 11115 DALE MAUSTELLER DIRECTOR OF FINANCE 18.00 0.00 X 37180 0 5892 138733 151618 24410 0 0 1 1 0 59909 803468 654168 574168 2091713 EARLY LEARNING PROGRAM 611110 525222 525222 SCHOOL SUCCESS PROGRAM 611110 128453 128453 COMMUNITY OUTREACH 611110 117422 117422 ARTS 611110 1420 1420 772517 9815 0 9815 9815 9815 2874045 772517 0 9815 346717 346717 151942 139786 7597 4559 1129940 1042334 54754 32852 15565 14319 779 467 188818 173712 9441 5665 95926 88252 4796 2878 1374 1374 9551 9551 3476 3476 16467 14925 964 578 21895 13688 8207 121794 114415 6784 595 373664 343773 18679 11212 89851 80911 5587 3353 5606 5155 282 169 2864 2635 143 86 521 479 26 16 10201 9385 510 306 44118 40589 2206 1323 EQUIP. & RENTAL MAINT. 287374 264380 14369 8625 FOOD & BEVERAGE 38917 35805 1945 1167 DUES & SUBSCRIPTIONS 6157 5665 307 185 DONOR & VOLUNTEER 889 818 44 27 2963627 2725429 152452 85746 86922 320850 5333 122420 27911 120083 94509 262900 41876 469905 462568 48343 165887 48343 165887 X 421562 296681 421562 296681 469905 462568 -89582 -35299 0 X 0 1 X 1 0 X 1066523 1408757 1582625 2158074 2091713 8307692 1066523 1408757 1582625 2158074 2091713 8307692 1229995 7077697 7489 5005 2250 6036 9815 30595 12725 12725 8351012 1775226 0.84750 0.75420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 12,725. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122420 27911 94509 94509 INTERCOMPANY RECEIVABLE (THE HEIGHTS LAND COMPANY) 21645 RECEIVABLE (THE HEIGHTS CHARTER SCHOOL) 20231 41876 X 2955762 81717 81717 2874045 0 2874045 3045344 81717 81717 2963627 0 2963627 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SALARY REIMBURSEMENT 81,717. PART XII, LINE 2D - OTHER ADJUSTMENTS: SALARY REIMBURSEMENT 81,717. 1 HURRICANE IAN RELIEF 240 216234 COMMUNITY ASSISTANCE 70 130483 PART I, LINE 2: THE DIRECT ASSISTANCE FUNDS PROVIDED ARE MONITORED IN THE FOLLOWING WAYS: 1) AMOUNT DUE AND RELATED ACCOUNT INFORMATION ARE INDEPENDENTLY VERIFIED 2) PAYMENTS ARE MADE DIRECTLY TO THE FUNDS RECIPIENT (E.G., LANDLORD, UTILITY COMPANY) NOT TO THE INDIVIDUAL SEEKING ASSISTANCE 3) FOLLOW UP IS MAINTAINED THROUGH CASE COACHING PROGRAM TO PROMOTE LONG-TERM SELF SUFFICIENCY X 1 0 0 0 0 0 0 1 0 KATHRYN KELLY PRESIDENT/CEO 28400 113600 426 1706 1440 5760 1194 4774 287 1148 31747 126988 0 0 DALE MAUSTELLER DIRECTOR OF FINANCE 36549 0 0 0 631 0 1437 0 4455 0 43072 0 0 0 PART I, LINE 4A AN INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2022. DUE TO A CONFIDENTIALITY AGREEMENT, THE NAME AND AMOUNT WILL NOT BE REPORTED HERE. IT IS INCLUDED IN PART VII, COLUMN F AS NECESSARY. 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 CENTER, INC. REIMBURSES THE HEIGHTS CHARTER SCHOOL, INC. FOR A PORTION OF HIS SALARY. FORM 990, PART III, LINE 2 SEE PART III, LINE 4B NARRATIVE. FORM 990, PART V, LINE 2A THE NUMBER OF EMPLOYEES LISTED AS BEING ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE THE HEIGHTS CENTER, INC. IS THE COMMON PAYMASTER FOR RELATED ORGANIZATIONS AND ONE INDIVIDUAL RECEIVES FORM W-2 FROM AN UNRELATED ORGANIZATION, THE NUMBER OF EMPLOYEES FOR LINE 2A ONLY INCLUDES THE EMPLOYEE COUNT FOR THE HEIGHTS CENTER, INC. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES 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 B, LINE 15 THE PROCESS FOR DETERMINING 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. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT ARE AVAILABLE UPON REQUEST. THE HEIGHTS FOUNDATION INC 15570 HAGLE DR FORT MYERS FL 33908 364736711 FUNDRAISING FL 501(C)(3) LINE 7 0 THE HEIGHTS LAND COMPANY INC 15570 HAGLE DR FORT MYERS FL 33908 651003872 LAND HOLDING FL 501(C)(3) LINE 10 THE HEIGHTS CENTER INC 1 0 0 1 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 THE HEIGHTS LAND COMPANY INC D 21645 BOOK THE HEIGHTS LAND COMPANY INC K 57400 BOOK THE HEIGHTS LAND COMPANY INC O 33040 BOOK THE HEIGHTS LAND COMPANY INC Q 10434 BOOK