2024-05-15T10:45:19-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2022-07-01 591158810 GIRLS INCORPORATED OF WINTER HAVEN GIRL 8639672874 PO BOX 7285 WINTER HAVEN FL 33881 MARGARET THRELKEL EXECUTIVE DIRECTOR 8639672874 2024-05-14 1 MARGARET THRELKEL 999009999 1 TINA HENTON P00630282 4078021200 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARGARET THRELKEL PO BOX 7285 WINTER HAVEN FL 33881 497283 0 X WWW.GIRLSINCWINTERHAVEN.ORG X 1992 FL AFTER SCHOOL AND SUMMER PROGRAMS DESIGNED TO HELP GIRLS TO GROW AND WORK TOGETHER 22 22 12 22 0 0 307890 277363 26115 40100 82331 30442 25315 27039 441651 374944 0 0 0 0 227315 263378 0 0 24466 201805 178590 429120 441968 12531 -67024 1113640 1105002 51974 33566 1061666 1071436 TO PROVIDE AFTER SCHOOL AND SUMMER PROGRAMS DESIGNED TO HELP GIRLS OF ALL BACKGROUNDS TO GROW AND WORK TOGETHER IN A CLIMATE OF FREEDOM AND HARMONY, TO FIND THEIR OWN IDENTITY, TO DEVELOP THEIR POTENTIAL, AND TO ACHIEVE A SENSE OF RESPONSIBILITY. 0 0 291610 40100 OPERATION OF ONE FACILITY IN THE WINTER HAVEN AREA PROVIDING DAILY, SUPERVISED ACTIVITIES AND CLASSES FOR MORE THAN 250 GIRLS DURING THE SCHOOL YEAR. THE SUMMER PROGRAM PROVIDES FULL TIME SUPERVISED ACTIVITIES AND CLASSES FOR MORE THAN 125 GIRLS. 291610 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 12 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MARGARET THRELKEL 8639672864 2400 HAVENDALE BLVD WINTER HAVEN FL 33881 CARMEN RICH PRESIDENT 1.00 X X 0 0 0 JENNIFER FASKING VICE PRESIDENT 1.00 X X 0 0 0 PAIGE WEAVER TREASURER 1.00 X X 0 0 0 PATRCIE WILLIAMS SECRETARY 1.00 X X 0 0 0 AMY SEXSON PAST PRESIDENT 1.00 X X 0 0 0 ANN BIRDSONG DIRECTOR 1.00 X 0 0 0 PRIMA BURNEY DIRECTOR 1.00 X 0 0 0 DR TANDRIA CALLINS DIRECTOR 1.00 X 0 0 0 CAROLYN DUNN DIRECTOR 1.00 X 0 0 0 MARY BETH HUNDLEY DIRECTOR 1.00 X 0 0 0 WELLIE LIAO DIRECTOR 1.00 X 0 0 0 BETH LUXFORD DIRECTOR 1.00 X 0 0 0 BAILEY MCDANIEL DIRECTOR 1.00 X 0 0 0 JENNIFER MOJICA DIRECTOR 1.00 X 0 0 0 NIKKI STERLING MOORE DIRECTOR 1.00 X 0 0 0 SUZIE MORACO DIRECTOR 1.00 X 0 0 0 CHRISTA MORGAN DIRECTOR 1.00 X 0 0 0 LYNN POLSTON DIRECTOR 1.00 X 0 0 0 HEATHER REUTER DIRECTOR 1.00 X 0 0 0 APRIL SPAULDING DIRECTOR 1.00 X 0 0 0 ANITA STRANG DIRECTOR 1.00 X 0 0 0 WENDY WHITEHEAD VENTERS DIRECTOR 1.00 X 0 0 0 MARGARET THRELKEL EXECUTIVE DIRECTOR 40.00 X 56436 0 11774 56436 0 11774 0 0 0 0 0 112362 66423 44030 54548 33120 277363 AFTER SCHOOL PROGRAM 624110 28437 28437 SUMMER SERVICE FEES 624110 6933 6933 REGISTRATION FEES 624110 4720 4720 OTHER FEES 624110 10 10 40100 18046 18046 29270 0 29270 29270 29270 118371 105975 12396 12396 12396 13437 66423 16364 -2927 -2927 PREMIUM REBATE 900099 696 696 696 374944 40100 0 57481 73088 45315 21195 6578 162139 100526 47021 14592 2144 1329 622 193 8388 5200 2433 755 17619 10924 5109 1586 35954 35954 165 165 2052 1642 307 103 9104 6515 2143 446 31136 26882 4254 7990 7990 43 34 7 2 4455 3564 891 45261 45261 26758 24082 2676 PROGRAM SUPPLIES 10875 8700 2175 EQUIPMENT RENTAL 3838 2879 768 191 DUES AND SUBSCRIPTIONS 553 442 111 406 325 61 20 441968 291610 125892 24466 250 250 78308 40371 35796 34914 781 4567 2180 2283 995825 793866 211013 201959 765153 796669 20159 23989 1113640 1105002 30207 12338 21767 21228 51974 33566 X 959286 994187 102380 77249 1061666 1071436 1113640 1105002 -67024 45024 31770 0 X 0 1 X 1 0 X 274237 264413 271696 307890 277363 1395599 274237 264413 271696 307890 277363 1395599 40282 1355317 45553 42534 44468 71349 47316 251220 21475 21340 21234 10885 14134 89068 1735887 214035 0.78080 0.80510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 1,674. 2021 AMOUNT: $ 968. 2022 AMOUNT: $ 697. FUNDRAISING RECEIPTS - 2018 AMOUNT: $ 21,475. 2019 AMOUNT: $ 21,340. 2020 AMOUNT: $ 19,560. 2021 AMOUNT: $ 9,917. 2022 AMOUNT: $ 13,437. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20159 1915 167 21907 22984 -2639 186 20159 18535 4857 408 22984 17973 705 143 18535 16976 1123 126 17973 1.00000 1 0 861677 697836 163841 104130 66047 38083 30018 29983 35 201959 X 393938 45024 45024 348914 26030 26030 374944 415938 -26030 -26030 441968 0 441968 PART V, LINE 4: IN 2005, THE ORGANIZATION ESTABLISHED AN ENDOWMENT FUND BY TRANSFERRING $10,000 OF ITS LONG-TERM INVESTMENTS TO GIVEWELL COMMUNITY FOUNDATION (THE "FOUNDATION"). ONCE THE ACCOUNT BALANCE REACHES $500,000, THE FOUNDATION SHALL DISTRIBUTE AN AMOUNT, IN THE AGGREGATE EACH YEAR, NOT TO EXCEED 7% OF THE MARKET VALUE OF THE FUND AS OF JANUARY 1ST OF SAID YEAR. UPON REQUEST EACH CALENDAR YEAR BY THE BOARD OF DIRECTORS, ACTING THROUGH A VOTE OF NOT LESS THAN 2/3 OF ITS THEN SERVING DIRECTORS, THE FOUNDATION SHALL DISTRIBUTE AN AMOUNT (IN ADDITION TO THE AMOUNT REQUESTED IN (A) ABOVE) NOT TO EXCEED 13% OF THE MARKET VALUE OF THE FUND AS OF JANUARY 1ST OF SAID YEAR; PROVIDED, HOWEVER, THAT SAID BOARD SHALL SPECIFY IN ITS REQUEST WHAT PURPOSES THE DISTRIBUTION SHALL BE USED FOR AND CERTIFY THAT THE BOARD HAS MADE REASONABLE EFFORTS TO OBTAIN SAID FUNDS FROM OTHER SOURCES AND HAS BEEN UNABLE TO REASONABLY DO SO. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE BY U.S. GAAP. MANAGEMENT BELIEVES THAT THE ORGANIZATION CONTUSE TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: SBA REFUND FOR OVERPAYMENT 26,030. PART XII, LINE 2D - OTHER ADJUSTMENTS: SBA REFUND FOR OVERPAYMENT -26,030. AUCTION 65310 54073 11237 900 10347 1786 LUNCHEON 14550 12350 2200 240 2200 891 79860 66423 13437 1140 12547 2677 16364 -2927 X AUCTION ITEMS 65 33120 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBERS IN COLUMN B REPRESENT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE OFFICERS AND IMMEDIATE PAST PRESIDENT SHALL COMPRISE THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL NOT MODIFY ANY ACTION PREVIOUSLY TAKEN BY THE BOARD OF DIRECTORS. THE CHAIRMAN OF STANDING COMMITTEES MAY BE INVITED TO ATTEND WHEN APPROPRIATE. MINUTES OF THE EXECUTIVE COMMITTEE WILL BE READ AND ACTED UPON AT THE NEXT BOARD MEETING FOLLOWING THE MEETING OF THIS COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE COMMITTEE AND THEN THE ENTIRE BOARD OF DIRECTORS BEFORE BEING SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS IS AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE, THEN REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. IT IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL. COMPENSATION IS DETERMINED BY A COMPARISON TO PAST PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILBLE TO THE PUBLIC UPON REQUEST.