Healthy Lakewood Foundation is located in Lakewood, OH. The organization was established in 2019. According to its NTEE Classification (E70) the organization is classified as: Public Health, under the broad grouping of Health Care and related organizations. As of 12/2022, Healthy Lakewood Foundation employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Healthy Lakewood Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Healthy Lakewood Foundation generated $4.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (10.7%) each year. All expenses for the organization totaled $778.8k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Healthy Lakewood Foundation has awarded 46 individual grants totaling $1,359,888. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO ADVANCE PROGRAMS, POLICIES AND PRACTICES THAT INSPIRE A LAKEWOOD COMMUNITY IN WHICH HEALTH AND WELLNESS ARE REFLECTED IN ALL ASPECTS OF LIFE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN 2022, THE HEALTHY LAKEWOOD FOUNDATION (HLF) IMPLEMENTED ITS COMPREHENSIVE GRANTMAKING STRATEGY, RUNNING FOUR GRANTEE PROCESSES DURING THE YEAR. THE HLF BOARD AWARDED 253,655 IN COMMUNITY GRANTS IN JULY; 98,350 IN NEIGHBORHOOD OPPORTUNITY GRANTS IN NOVEMBER 2022; 64,865 AS A SYSTEMS-LEVEL GRANT IN MAY 2022; COVID-RESPONSE GRANTS THROUGHOUT THE YEAR TOTALING 95,000; AND OTHER GRANTMAKING TOTALING 7,630. HLF PURCHASED GRANT SOFTWARE PROGRAMMING IN 2021 AND STAFF AND BOARD MEMBERS WERE TRAINED IN ITS USE. APPLICATIONS, TIMELINES, CRITERIA, AND GUIDELINES WERE ESTABLISHED FOR EACH GRANT PROCESS. COMMUNITY GRANTS SUPPORT PROJECTS AND PROGRAMS THAT PRIORITIZE THE CARE AND SUPPORT OF CERTAIN POPULATIONS IN THE LAKEWOOD COMMUNITY AND ADDRESS SPECIFIC SOCIAL DETERMINANTS OF HEALTH. NEIGHBORHOOD OPPORTUNITY GRANTS SUPPORT COMMUNITY-BASED PROJECTS AND INITIATIVES IN LAKEWOOD THAT: SUPPORT COMMUNITY BUILDING AND WAYS OF CARING FOR EACH OTHER; ADDRESS COMMUNITY ISSUES THROUGH INNOVATION AND TRYING NEW IDEAS; AND ADVANCE LEARNING AND UNDERSTANDING BY DOING. SYSTEMS-LEVEL GRANTS SUPPORT ORGANIZATIONS THAT WORK TO INFLUENCE AND GUIDE CHANGE IN STRUCTURAL SYSTEMS TO IMPROVE INDIVIDUAL AND COMMUNITY HEALTH OUTCOMES. ADDITIONALLY, HLF CONTINUED PROVIDING SELECTED COVID-RESPONSE GRANTS TO SUPPORT ONGOING EFFORTS RELATED TO MITIGATING THE EFFECTS OF THE COVID-19 PANDEMIC ON LAKEWOOD RESIDENTS. HLF CREATED AND HIRED A PART-TIME GRANTS COORDINATOR IN 2022 TO SUPPORT THE ABOVE MENTIONED GRANTMAKING PROCESSES. ADDITIONALLY, THE HLF BOARD APPROVED A BENEFITS PROGRAM, EMPLOYEE HANDBOOK, AND A PROCESS FOR EVALUATING THE EXECUTIVE DIRECTOR'S PERFORMANCE. THE BOARD ALSO APPROVED AN OFFICIAL CODE OF CONDUCT AND FINANCIAL POLICIES AND PROCEDURES DOCUMENT. HLF STAFF WORKED WITH A COMMUNICATIONS CONSULTANT TO DEVELOP A MARKETING AND COMMUNICATIONS PLAN FOR THE ORGANIZATION. THE ORGANIZATION'S PRESENCE ON THREE SOCIAL MEDIA PLATFORMS, EMAIL MARKETING, AND WEBSITE MARKETING ALL INCREASED IN TERMS OF DISTRIBUTION AND ENGAGEMENT. HLF UTILIZED THESE COMMUNICATIONS MODALITIES TO INCREASE AWARENESS IN THE COMMUNITY AND AMONG AREA NON-PROFITS OF ITS GRANTMAKING AND PROGRAMMING OPPORTUNITIES. ON SEPTEMBER 21, 2022, HLF HELD ITS FOURTH ANNUAL COMMUNITY MEETING IN PERSON, DRAWING 75 ATTENDEES AND PARTICIPANTS. HLF'S COMMUNITY MEETING IS A COMPONENT OF ITS COMMUNITY ENGAGEMENT AND ACCOUNTABILITY PLAN (ENACTED IN 2020) TO PROVIDE LAKEWOOD RESIDENTS AND STAKEHOLDERS TO LEARN ABOUT HLF'S WORK AND PROGRESS OVER THE PAST YEAR, ASK QUESTIONS OF THE BOARD AND STAFF, AND TO PROVIDE FEEDBACK. HLF'S BOARD ORGANIZES ITS WORK THROUGH FIVE STANDING COMMITTEES: EXECUTIVE; FINANCE; GOVERNANCE; COMMUNITY ENGAGEMENT; AND LEARNING, EVALUATION & ASSESSMENT. THESE COMMITTEES MEET AT LEAST QUARTERLY, DEVELOP ANNUAL PRIORITIES, AND UTILIZE WORK PLANS TO ATTEND TO BOARD BUSINESS OUTSIDE OF HLF'S BI-MONTHLY BOARD MEETINGS. HLF APPOINTED TWO NEW MEMBERS TO ITS BOARD IN 2022 DUE TO ATTRITION. THE BOARD ALSO ELECTED OFFICERS AND RENEWED BOARD TERMS AS IT DOES ANNUALLY AT ITS MARCH ANNUAL MEETING. ADDITIONALLY, HLF'S EXECUTIVE DIRECTOR AND ONE BOARD MEMBER PARTICIPATED ON THE STEERING COMMITTEE OF A COMMUNITY-WIDE HEALTH NEEDS ASSESSMENT, COLLABORATING WITH OTHER STAKEHOLDERS TO CREATE A REPORT AND ACTION PLAN TO ADDRESS SOCIAL DETERMINANTS OF HEALTH WITHIN LAKEWOOD.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Kate Ingersoll Executive Di | Officer | 40 | $100,000 |
Khalilah Worley Billy President | OfficerTrustee | 2 | $0 |
Rebecca Baas Co-Vice Pres | OfficerTrustee | 2 | $0 |
Charles Garven Co-Vice Pres | OfficerTrustee | 2 | $0 |
Curt Brosky Treasurer | OfficerTrustee | 2 | $0 |
Melissa Federman Secretary | OfficerTrustee | 2 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $4,723,684 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $4,723,684 |
Total Program Service Revenue | $0 |
Investment income | -$5,283 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $4,718,401 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $519,500 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $100,000 |
Compensation of current officers, directors, key employees. | $10,000 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $16,402 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $3,010 |
Payroll taxes | $9,086 |
Fees for services: Management | $0 |
Fees for services: Legal | $2,834 |
Fees for services: Accounting | $8,003 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $53,439 |
Fees for services: Other | $42,172 |
Advertising and promotion | $101 |
Office expenses | $929 |
Information technology | $7,052 |
Royalties | $0 |
Occupancy | $3,036 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $8,318 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $1,939 |
All other expenses | $3,000 |
Total functional expenses | $778,821 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $29,419 |
Savings and temporary cash investments | $408,733 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $16,408,239 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $16,846,391 |
Accounts payable and accrued expenses | $4,169 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $4,169 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $16,842,222 |
Total liabilities and net assets/fund balances | $16,846,391 |
Over the last fiscal year, Healthy Lakewood Foundation has awarded $498,200 in support to 23 organizations.
Grant Recipient | Amount |
---|---|
Lakewood, OH PURPOSE: FOOD PROGRAMS | $94,155 |
CITY OF LAKEWOOD PURPOSE: NEIGHB PARAMEDIC PGM | $64,865 |
Lakewood, OH PURPOSE: COMMUNITY PROGRAMS | $41,330 |
Cleveland, OH PURPOSE: COMMUNITY ASSISTANCE | $40,000 |
Cleveland, OH PURPOSE: EQUIT HEALTH CARE | $40,000 |
Rocky River, OH PURPOSE: LGBTQ+ YOUTH SPORTS | $25,000 |
Over the last fiscal year, we have identified 1 grants that Healthy Lakewood Foundation has recieved totaling $8,445.
Awarding Organization | Amount |
---|---|
Barton Center Inc Lakewood, OH PURPOSE: TO ASSIST HEALTHY LAKEWOOD WITH PROVIDING SUPPORT TO THE COMMUNITIES OF GREATER CLEVELAND | $8,445 |
Organization Name | Assets | Revenue |
---|---|---|
Php Medicare Lansing, MI | $27,571,426 | $51,693,098 |
Southeastern Michigan Health Association Detroit, MI | $13,503,568 | $38,741,886 |
Center For Community Resources Incorporated Butler, PA | $7,781,042 | $25,238,032 |
Spectrum Health Service Inc Philadelphia, PA | $21,459,031 | $22,165,615 |
Healthspan Partners Cincinnati, OH | $545,519,633 | $13,692,166 |
Michigan Physical Fitness Health And Sports Foundation Lansing, MI | $4,472,903 | $15,646,097 |
Health Promotion Council Of Southeastern Pennsylvania Inc Philadelphia, PA | $4,768,529 | $8,462,838 |
Healthshare Of Southeastern Pennsylvania Inc Philadelphia, PA | $6,008,370 | $8,973,710 |
Greater Flint Health Coalition Inc Flint, MI | $4,935,454 | $7,927,352 |
Mhp Salud Ypsilanti, MI | $1,969,381 | $5,252,434 |
Kids Smiles Inc Norwood, PA | $2,528,024 | $5,826,185 |
Recovery Services Of Northwest Ohio Inc Defiance, OH | $2,591,394 | $5,323,422 |