2024-05-15T16:15:07-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2022-07-01 364736711 THE HEIGHTS FOUNDATION INC HEIG 2394827706 15570 HAGIE DR FORT 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 FORT MYERS FL 33908 2495121 0 X HTTPS://HEIGHTSFOUNDATION.ORG/ X 2012 FL SUPPORT STRONG, SELF-SUFFICIENT FAMILIES IN THE HARLEM HEIGHTS COMMUNITY THROUGH THE HEIGHTS CENTER 17 17 2 17 0 0 3399701 2495115 0 0 20 6 -42999 0 3356722 2495121 3440000 909468 0 0 0 288172 0 0 18832 310686 374239 3750686 1571879 -393964 923242 282060 1056222 224657 75577 57403 980645 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, 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 WELLNESSCREATING 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. 1 0 1521661 909468 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. 1521661 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 X 0 0 1 2 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 0 0 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 1.00 2.00 X X 0 0 0 TRACIE BAGANS DIRECTOR 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 0.50 1.00 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 32.00 8.00 X 121066 30266 7403 JAMES SANGER COO - THRU 10/2022 4.00 36.00 X 10184 91655 11115 DALE MAUSTELLER DIRECTOR OF FINANCE 0.00 18.00 X 0 37180 5892 131250 159101 24410 2 0 1 0 0 2495115 2495115 6 6 2495121 0 0 6 909468 909468 142641 131230 7132 4279 134247 123508 6712 4027 1447 1331 72 44 9837 9050 492 295 8381 7711 419 251 34676 34676 27243 25064 1362 817 34106 31378 1705 1023 4886 4495 244 147 64471 59313 3224 1934 93776 86274 4689 2813 FOOD & BEVERAGES 41878 38527 2094 1257 EQUIP. RENTAL & MAINT. 27425 25231 1371 823 BAD DEBT EXPENSE 25000 23000 1250 750 DONOR/VOLUNTEER 12397 11405 620 372 1571879 1521661 31386 18832 2272 2159 153788 928063 126000 126000 282060 1056222 165334 36254 59323 39323 224657 75577 X 57403 980645 57403 980645 282060 1056222 923242 0 X 0 1 X 1 0 X 6342483 1697011 714290 3399702 2495115 14648601 6342483 1697011 714290 3399702 2495115 14648601 6764697 7883904 36185 68347 1546 20 6 106104 14754705 900433 0.53430 0.47250 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) 803468 0 SUPPORT THE HEIGHTS LAND COMPANY INC 15570 HAGIE DRIVE FORT MYERS FL 33908 651003872 501(C)(3) 101000 0 SUPPORT 2 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. 1 0 0 0 0 0 0 1 0 KATHRYN KELLY PRESIDENT/CEO 113600 28400 1706 426 5760 1440 4774 1194 1148 287 126988 31747 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 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 D OR E 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. FORM 990, PART III, LINE 2 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. 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 THE FOUNDATION, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR THE FOUNDATION. 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