Civic Intelligence

Hfsf Grants Management Inc.

990 • Fiscal year 2020 • EIN 65-0005383

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

2 S Biscayne Blvd No 1710Miami, FL 33131

(305) 374-7200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.03x

Higher debt load relative to assets than 15% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.51x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

83rd percentile

26%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

74th percentile

$816,488

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

45%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Assets

Up

$142,405,214

Up $13,168,489 (+10%) from 2019

Net Assets

Up

$138,120,799

Up $12,698,544 (+10%) from 2019

Liabilities

Up

$4,284,415

Up $469,945 (+12%) from 2019

Revenue

Up

$8,394,444

Up $2,617,253 (+45%) from 2019

Expenses

Down

$6,241,017

Down $319,142 (-4.9%) from 2019

Net Income

Up

$2,153,427

Up $2,936,395 (+375%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $125,772,485Liabilities 2010: $4,784,859Net Assets 2010: $120,987,6262010Assets 2011: $111,909,229Liabilities 2011: $4,947,337Net Assets 2011: $106,961,8922011Assets 2012: $118,227,027Liabilities 2012: $5,427,402Net Assets 2012: $112,799,6252012Assets 2013: $127,765,848Liabilities 2013: $5,682,689Net Assets 2013: $122,083,1592013Assets 2014: $123,990,769Liabilities 2014: $4,703,731Net Assets 2014: $119,287,0382014Assets 2015: $116,708,204Liabilities 2015: $6,141,674Net Assets 2015: $110,566,5302015Assets 2016: $117,235,124Liabilities 2016: $6,717,612Net Assets 2016: $110,517,5122016Assets 2017: $127,206,428Liabilities 2017: $5,317,643Net Assets 2017: $121,888,7852017Assets 2018: $115,845,101Liabilities 2018: $4,753,966Net Assets 2018: $111,091,1352018Assets 2019: $129,236,725Liabilities 2019: $3,814,470Net Assets 2019: $125,422,2552019Assets 2020: $142,405,214Liabilities 2020: $4,284,415Net Assets 2020: $138,120,7992020Assets 2021: $164,842,326Liabilities 2021: $5,828,747Net Assets 2021: $159,013,5792021Assets 2022: $143,284,589Liabilities 2022: $14,618,175Net Assets 2022: $128,666,4142022Assets 2023: $148,055,423Liabilities 2023: $9,149,411Net Assets 2023: $138,906,0122023Assets 2024: $155,929,904Liabilities 2024: $9,958,271Net Assets 2024: $145,971,6332024

Highlighted filing

2020

Assets$142,405,214
Liabilities$4,284,415
Net Assets$138,120,799

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2010: $6,806,5012010Expenses 2011: $8,352,0132011Expenses 2012: $7,899,9292012Revenue 2013: $6,475,972Expenses 2013: $7,302,299Net Income 2013: -$826,3272013Revenue 2014: $9,039,048Expenses 2014: $6,372,789Net Income 2014: $2,666,2592014Revenue 2015: $3,724,053Expenses 2015: $7,041,758Net Income 2015: -$3,317,7052015Revenue 2016: $5,462,207Expenses 2016: $7,000,311Net Income 2016: -$1,538,1042016Revenue 2017: $4,505,293Expenses 2017: $6,184,609Net Income 2017: -$1,679,3162017Revenue 2018: $7,818,436Expenses 2018: $6,820,305Net Income 2018: $998,1312018Revenue 2019: $5,777,191Expenses 2019: $6,560,159Net Income 2019: -$782,9682019Revenue 2020: $8,394,444Expenses 2020: $6,241,017Net Income 2020: $2,153,4272020Revenue 2021: $9,370,110Expenses 2021: $6,800,091Net Income 2021: $2,570,0192021Revenue 2022: $5,443,547Expenses 2022: $10,766,967Net Income 2022: -$5,323,4202022Revenue 2023: $8,112,639Expenses 2023: $6,754,715Net Income 2023: $1,357,9242023Revenue 2024: $9,278,091Expenses 2024: $6,880,068Net Income 2024: $2,398,0232024

Highlighted filing

2020

Revenue$8,394,444
Expenses$6,241,017
Net Income$2,153,427
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$33,386,045
Mission and Program Overview

Mission

The mission of health foundation of south florida is to invest in and be a catalyst for collaborations, policy and systems change that improves the health of south florida communities, with a focus on vulnerable, low to moderate-income populations.

The specific goals of the organization are to promote healthy lifestyles of individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$103,274,040$112,612,349▲ $9,338,309
Investments Other Securities$25,503,383$29,086,143▲ $3,582,760
Cash and Non-Interest-Bearing Accounts$292,413$324,656▲ $32,243
Savings and Temporary Cash Investments$144,155$259,621▲ $115,466
Accounts Receivable-$98,406-
Other Notes and Loans Receivable, Net-$16,000-
Prepaid Expenses and Deferred Charges$17,234$8,039▼ $9,195
Total Assets$129,236,725$142,405,214▲ $13,168,489
Other Assets Total$5,500$0▼ $5,500
Liabilities
Other Liabilities$764,974$2,118,646▲ $1,353,672
Grants Payable$2,812,801$1,875,610▼ $937,191
Accounts Payable and Accrued Expenses$236,695$290,159▲ $53,464
Total Liabilities$3,814,470$4,284,415▲ $469,945
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$125,422,255$138,120,799▲ $12,698,544
Total Net Assets Fund Balance$125,422,255$138,120,799▲ $12,698,544
Total Liabilities and Net Assets / Fund Balance$129,236,725$142,405,214▲ $13,168,489

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$29,086,143--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven E MarcusPresident/CEOPT$201,609$490,609$692,218
Kathy AntieauCFOPT$151,002$53,467$204,469
Janisse SchoeppVP Operations/strategyPT$152,940$49,191$202,131

Board Members and Trustees

NameTitle
J Everett WilsonChairman
Melida AkitiBoard Member
Thao TranBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Callan LLCInvestment Consulting600 MONTGOMERY STREET SUITE 800, San Francisco, CA 94111$144,000
Revenue and Support

Revenue Composition

Contributions and Grants
$483,333
Program Service Revenue
$0
Investment Income
$7,821,311
Other Revenue
$89,800
Change in Net Assets
$2,153,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,742,414
Salaries, Compensation, and Employee Benefits$1,775,708
Other Expenses$1,722,895
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,742,414--$2,742,414
Current Officers, Directors, Trustees, and Key Employees$538,012$358,675-$896,687
Other Salaries and Wages$386,603$257,735-$644,338
Fees for Services Other$571,292$54,216-$625,508
Fees for Service Investment Mgmnt Fees$329,227$219,485-$548,712
Occupancy$101,357$67,572-$168,929
Other Employee Benefits$72,760$48,507-$121,267
Payroll Taxes$46,327$30,884-$77,211
Information Technology$30,096$20,064-$50,160
Fees for Services Legal$22,663$15,109-$37,772
Pension Plan Contributions$21,723$14,482-$36,205
Insurance$19,156$12,771-$31,927
Office Expenses$15,741$9,469-$25,210
Fees for Services Accounting$12,802$8,533-$21,335
Advertising$11,874$7,640-$19,514
Conferences and Meetings$4,179$2,786-$6,965
Other Expenses$1,373$915-$2,288
Travel$1,335$837-$2,172
All Other Expenses$372$248-$620
Total Functional Expenses$5,078,102$1,162,915$0$6,241,017
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Care Resource Community Health Center IncMiami, FL501(c)3Expansion of the Primary Care Safety-net$246,280
Legal Services of Greater Miami IncMiami, FL501(c)3Medical Legal Partnership Miami-dade (mlp, Md) Collaborative$203,862
Florida Department of Health in Broward CountyFort Lauderdale, FL501(c)3Broward Kidcare Outreach, Education and Enrollment School-based Pilot- Year 2$171,140
Live Healthy Little HavanaMiami, FL501(c)3Little Havana Covid-19 Outreach Team$159,078
Banyan Health SystemsMiami, FL501(c)3Capacity Building Via Population Healthcare and Health Data Analytics$125,000
The School Board of Miami-dade County FlMiami, FL501(c)3Workforce Navigation Program$120,000
Urban League of Broward CountyFort Lauderdale, FL501(c)3Sfaa Broward Workforce Development Grant$120,000
Centro Campesino Farmworker CenterFlorida City, FL501(c)3SAVE YOUR FAMILY AND YOUR NEIGHBORS! GET COVID-19 TESTED!$102,000
United Way of Miami-dade CountyMiami, FL501(c)3Operation Helping Hands- Covid-19 Response$100,000
James Wilson Bridges Md Medical SocietyPembroke Pines, FL501(c)3KEEPING THE FAITH TO FIGHT COVID 19: A COMMUNITY COLLABORATIVE PROJECT$93,434
United Way of Broward CountyFort Lauderdale, FL501(c)3Covid Emergency Community Response Fund$65,000
WomankindKey West, FL501(c)3Wk-monroe County Access to Care Collaborative$52,540
YOUNG MEN'S CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INCFort Lauderdale, FL501(c)3Y Covid-19 Education and Recovery Program$48,465
Florida Keys Area Health Education Center IncMarathon, FL501(c)3Keys Ahec-monroe County Access to Care Collaborative$48,133
Good Health Clinic IncTavernier, FL501(c)3Ghc-monroe County Access to Care Collaborative$48,015
Florida Association of Free and Charitable Clinics IncCoral Gables, FL501(c)3South Florida Free Clinic Telehealth Covid-19 Project$47,500
Hispanic Unity of Florida IncHollywood, FL501(c)3Covid-19 Emergency Service Delivery Strategy$45,000
Urban Health Partnerships IncorporatedMiami, FL501(c)3Miami-dade Age-friendly Initiative - Year 8$40,500
Lifenet4families- Cooperative Feeding ProgramFort Lauderdale, FL501(c)3Humana Covid-19 Relief & Recovery$35,000
The Allapattah Collaborative Community Development CorporationMiami, FL501(c)3Stay Healthy, Stay Open Allapattah$35,000
Catalyst Miami IncMiami, FL501(c)3FUTURE BOUND MIAMI: EVERY STUDENT SAVES - YEAR 2$30,000
Easter Seals South Florida IncMiami Shores, FL501(c)3RELOCATION SUPPORT FOR THE ALZHEIMER'S SPECIALIZED DAY CARE CENTER$30,000
Feeding South FloridaPembroke Park, FL501(c)3Covid-19 Response$30,000
Florida International UniversityMiami, FL501(c)3Development of a Strategic Plan for City of Miami Department of Human Services$30,000
Florida Philanthropic Network IncTampa, FL501(c)3Florida Votes 2020 Broward$30,000
Florida Philanthropic Network IncTampa, FL501(c)3Florida Votes 2020 Miami Dade$30,000
Nami Miami Dade County IncCoral Gables, FL501(c)3Nami Ending the Silence$30,000
New Florida Majority Education FundMiami, FL501(c)3Amendment Number 4 Voter Education$30,000
The Miami FoundationMiami, FL501(c)3Leadership Lab Cohort 4$30,000
The Miami FoundationMiami, FL501(c)3Ppe Procurement$30,000
Urban League of Broward CountyFort Lauderdale, FL501(c)3Humana Covid-19 Relief & Recovery$30,000
YOUNG MEN'S CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INCFort Lauderdale, FL501(c)3Y Health Navigation Administrative Support$30,000
Jackson Memorial FoundationMiami, FL501(c)3Covid-19 Relief Fund Matching Grant for Rapid Testing Machine$26,000
Health Information Project Inc (hip)Coral Gables, FL501(c)3Health Information Project (hip) Broward County Public School Pilot Project$25,000
Luz Del Mundo (light of the World) IncOakland Park, FL501(c)3Humana Covid-19 Relief & Recovery$25,000
The Pantry of BrowardFt Lauderdale, FL501(c)3Humana Covid-19 Relief & Recovery$22,500
The Poverello Center IncWilton Manors, FL501(c)3Humana Covid-19 Relief & Recovery$22,500
Dr Stanley and Pearl Goodman Jfs of Broward County IncDavie, FL501(c)3Humana Covid-19 Relief & Recovery$20,000
His House IncMiami Gardens, FL501(c)3Mental Health Counseling Prevention Program$20,000
House of HopeFort Lauderdale, FL501(c)3Humana Covid-19 Relief & Recovery$20,000
South Florida Wellness Network IncOakland Park, FL501(c)3Humana Covid-19 Relief & Recovery$20,000
The Chords IncMiramar, FL501(c)3Capital Project -warehouse Storage & Refrigeration$20,000
Urban League of Broward CountyFort Lauderdale, FL501(c)3Racial Equity and Empowerment Lens$20,000
Ywca of Greater Miami-dade IncMiami, FL501(c)3Racial Equity and Empowerment Lens$20,000
Florida International UniversityMiami, FL501(c)3Nursing Scholarships 2020-2021$17,500
Rails-to-trails ConservancyWashington, DC501(c)3Miami-dade Trail Alliance Public Policy Advocacy Phase Ii$16,000
Broward County Board of County CommissionersFort Lauderdale, FL501(c)3Broward County Census 2020$15,740
University of MiamiCoral Gables, FL501(c)3Human Trafficking Thrive Clinic Completes Training$15,000
YOUNG MEN'S CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INCFort Lauderdale, FL501(c)3Y Covid-19 Relief Program$15,000
City of Miami GardensMiami Gardens, FL115(1)Technical Assistance for Implementation of the Healthy Procurement Ordinance$13,700
CHILDREN'S SERVICES COUNCIL OF BROWARD COUNTYLauderhill, FL501(c)3Ppe for Nonprofits in Broward County$12,769
Bhp Community Land Trust IncFort Lauderdale, FL501(c)3Housing Resident Support$10,000
Broward Partnership for the Homeless IncFort Lauderdale, FL501(c)3Humana Covid-19 Relief & Recovery$10,000
CHILDREN'S HARBORPembroke Pines, FL501(c)3Humana Covid-19 Relief & Recovery$10,000
Daniel Cantor Senior CenterSunrise, FL501(c)3Humana Covid-19 Relief & Recovery$10,000
Florida Health Justice Project IncMiami, FL501(c)3Covid-19 & Florida Health Policy Opportunities - Phase 1 Research$10,000
Fort Lauderdale Independence Training Education CenterFort Lauderdale, FL501(c)3Humana Covid-19 Relief & Recovery$10,000
Power U Center for Social ChangeMiami, FL501(c)3Equitable Power Project$10,000
Florida International UniversityMiami, FL501(c)3Broward County Census 2020$9,260
Broward College FoundationFort Lauderdale, FL501(c)3Nursing Scholarships$7,500
Mental Health Association of Broward County IncLauderhill, FL501(c)3Humana Covid-19 Relief & Recovery$5,200
Covenant House Florida IncFort Lauderdale, FL501(c)3Humana Covid-19 Relief & Recovery$5,000
Florida International UniversityMiami, FL501(c)3Development of a Strategic Plan for City of Miami Dohs -ii$5,000
Latinos Salud IncWilton Manors, FL501(c)3Humana Covid-19 Relief & Recovery$4,800
Live Healthy Little HavanaMiami, FL501(c)3Support for Census Outreach in Little Havana During the Covid-19 Pandemic$4,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$2,118,646
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 is provided to the organization's board of directors before it is filed. The board reviews the 990 for accuracy and a final version is signed.

Form 990, Part VI, Section B, Line 12C

The board of directors monitors and enforces compliance of the conflict of interest policy on an annual basis. Before a new member is voted onto the board, their independence is reviewed.

Form 990, Part VI, Section B, Line 15

The compensation of the executive director and other key employees is reviewed and approved by the board of directors.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Hfsf Grants Management Inc
EIN
65-0005383
Phone
3053747200
Address
2 S BISCAYNE BLVD NO 1710, MIAMI, FL 33131

Signing Officer

Name
Kathy J Antieau
Title
Chief Financial Officer
Phone
3053747200
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven E Marcus
Formed
2002
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Marcum Llp
Address
ONE SOUTHEAST THIRD AVE SUITE 1100, MIAMI, FL 33131
Preparer
Michael Novak
Phone
3059959600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees for services: program service expenses 571,292. Management and general expenses 54,216. Fundraising expenses 0. Total expenses 625,508.

Financial Statement Notes

PART X, LINE 2:

Gaap requires management to evaluate tax positions taken and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of december 31, 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the consolidated financial statements. If the organization were to incur an income tax liability in the future, interest and penalties would be reported as income taxes. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt334.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt434.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt534.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt36.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt46.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt56.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3578685
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt463066
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt558022
IRS990/Form990PartVIISectionAGrp/PersonNm0J EVERETT WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MELIDA AKITI
IRS990/Form990PartVIISectionAGrp/PersonNm2THAO TRAN
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVEN E MARCUS
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHY ANTIEAU
IRS990/Form990PartVIISectionAGrp/PersonNm5JANISSE SCHOEPP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3201609
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4151002
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5152940
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt336194
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt427108
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt527456
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OPERATIONS/STRATEGY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06010768
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt01592435
IRS990/GrantsPayableGrp/BOYAmt02812801
IRS990/GrantsPayableGrp/EOYAmt01875610
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02742414
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02742414
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt031002369
IRS990/GrossReceiptsAmt033386045
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt020064
IRS990/InformationTechnologyGrp/ProgramServicesAmt030096
IRS990/InformationTechnologyGrp/TotalAmt050160
IRS990/InsuranceGrp/ManagementAndGeneralAmt012771
IRS990/InsuranceGrp/ProgramServicesAmt019156
IRS990/InsuranceGrp/TotalAmt031927
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01810543
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01810543
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt025503383
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt029086143
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0103274040
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0112612349
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024991601
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF HEALTH FOUNDATION OF SOUTH FLORIDA IS TO INVEST IN AND BE A CATALYST FOR COLLABORATIONS, POLICY AND SYSTEMS CHANGE THAT IMPROVES THE HEALTH OF SOUTH FLORIDA COMMUNITIES, WITH A FOCUS ON VULNERABLE, LOW TO MODERATE-INCOME POPULATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0125422255
IRS990/NetAssetsOrFundBalancesEOYAmt0138120799
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06010768
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06010768
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010545117
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0125422255
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0138120799
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt067572
IRS990/OccupancyGrp/ProgramServicesAmt0101357
IRS990/OccupancyGrp/TotalAmt0168929
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09469
IRS990/OfficeExpensesGrp/ProgramServicesAmt015741
IRS990/OfficeExpensesGrp/TotalAmt025210
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05500
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048507
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt072760
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0121267
IRS990/OtherExpensesGrp/Desc0COMMUNITY SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/Desc3BANK CHARGES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018387
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2915
IRS990/OtherExpensesGrp/ProgramServicesAmt099248
IRS990/OtherExpensesGrp/ProgramServicesAmt127648
IRS990/OtherExpensesGrp/ProgramServicesAmt221900
IRS990/OtherExpensesGrp/ProgramServicesAmt31373
IRS990/OtherExpensesGrp/TotalAmt099248
IRS990/OtherExpensesGrp/TotalAmt146035
IRS990/OtherExpensesGrp/TotalAmt236500
IRS990/OtherExpensesGrp/TotalAmt32288
IRS990/OtherLiabilitiesGrp/BOYAmt0764974
IRS990/OtherLiabilitiesGrp/EOYAmt02118646
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt089800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt089800
IRS990/OtherRevenueTotalAmt089800
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0257735
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0386603
IRS990/OtherSalariesAndWagesGrp/TotalAmt0644338
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt016000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030884
IRS990/PayrollTaxesGrp/ProgramServicesAmt046327
IRS990/PayrollTaxesGrp/TotalAmt077211
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014482
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021723
IRS990/PensionPlanContributionsGrp/TotalAmt036205
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017234
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08039
IRS990/PrincipalOfficerNm0STEVEN E MARCUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0IN 2020 THE ORGANIZATION DISCONTINUED ITS PLACE BASED LIVE HEALTHY COMMUNITY PARTNERSHIPS INITIATIVE AND HAS DEDICATED UP TO $7.5 MILLION IN COMMUNITY INVESTMENTS OVER FIVE YEARS THROUGH FEBRUARY 2020 FOR THIS INITIATIVE TO PROMOTE AND PRESERVE THE HEALTH OF RESIDENTS OF LITTLE HAVANA AND MIAMI GARDENS. THE LIVE HEALTHY COMMUNITY PARTNERSHIPS PROVIDED GRANTS TO QUALIFIED NONPROFIT HEALTH ORGANIZATIONS FOR THE IMPLEMENTATION OF POLICY, SYSTEM AND ENVIRONMENTAL CHANGE STRATEGIES AIMED AT IMPROVING COMMUNITY HEALTH.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0313321
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION'S ADMINISTRATIVE GRANTS PROGRAM ARE FOR SMALLER GRANTS TYPICALLY RANGING IN SIZE FROM $1,500 TO $30,000 AND MUST BE APPROVED BY BOTH THE VICE PRESIDENT OF OPERATIONS/STRATEGY AND THE PRESIDENT/CEO. ADMINISTRATIVE GRANTS ARE USED TO SUPPORT ONE-TIME COSTS AND SMALL PROJECTS TYPICALLY LASTING LESS THAN A YEAR.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0679021
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0516979
IRS990/ProgSrvcAccomActyOtherGrp/Desc0NURSING SCHOLARSHIP PROGRAMS, AGE FRIENDLY INITIATIVE, AND OTHER GRANT PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01351698
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0633000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0216550
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03380599
IRS990/PYInvestmentIncomeAmt05489486
IRS990/PYOtherExpensesAmt01465132
IRS990/PYOtherRevenueAmt071155
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-782968
IRS990/PYSalariesCompEmpBnftPaidAmt01714428
IRS990/PYTotalExpensesAmt06560159
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05777191
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02153427
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0483333
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0144155
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0259621
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0650005384
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HEALTH FOUNDATION OF SOUTH FLORIDA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FILED FORM 5768 DURING THE 2019 TAX YEAR.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02118646
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt029086143
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. IF THE ORGANIZATION WERE TO INCUR AN INCOME TAX LIABILITY IN THE FUTURE, INTEREST AND PENALTIES WOULD BE REPORTED AS INCOME TAXES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt029086143
IRS990ScheduleD/TotalLiabilityAmt02118646
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0125000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/CashGrantAmt315740
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt5246280
IRS990ScheduleI/RecipientTable/CashGrantAmt630000
IRS990ScheduleI/RecipientTable/CashGrantAmt7102000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt912769
IRS990ScheduleI/RecipientTable/CashGrantAmt1013700
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1320000
IRS990ScheduleI/RecipientTable/CashGrantAmt1430000
IRS990ScheduleI/RecipientTable/CashGrantAmt1530000
IRS990ScheduleI/RecipientTable/CashGrantAmt1647500
IRS990ScheduleI/RecipientTable/CashGrantAmt17171140
IRS990ScheduleI/RecipientTable/CashGrantAmt1810000
IRS990ScheduleI/RecipientTable/CashGrantAmt199260
IRS990ScheduleI/RecipientTable/CashGrantAmt205000
IRS990ScheduleI/RecipientTable/CashGrantAmt2130000
IRS990ScheduleI/RecipientTable/CashGrantAmt2217500
IRS990ScheduleI/RecipientTable/CashGrantAmt2348133
IRS990ScheduleI/RecipientTable/CashGrantAmt2430000
IRS990ScheduleI/RecipientTable/CashGrantAmt2530000
IRS990ScheduleI/RecipientTable/CashGrantAmt2610000
IRS990ScheduleI/RecipientTable/CashGrantAmt2748015
IRS990ScheduleI/RecipientTable/CashGrantAmt2825000
IRS990ScheduleI/RecipientTable/CashGrantAmt2920000
IRS990ScheduleI/RecipientTable/CashGrantAmt3045000
IRS990ScheduleI/RecipientTable/CashGrantAmt3120000
IRS990ScheduleI/RecipientTable/CashGrantAmt3226000
IRS990ScheduleI/RecipientTable/CashGrantAmt3393434
IRS990ScheduleI/RecipientTable/CashGrantAmt344800
IRS990ScheduleI/RecipientTable/CashGrantAmt35203862
IRS990ScheduleI/RecipientTable/CashGrantAmt3635000
IRS990ScheduleI/RecipientTable/CashGrantAmt374000
IRS990ScheduleI/RecipientTable/CashGrantAmt38159078
IRS990ScheduleI/RecipientTable/CashGrantAmt3925000
IRS990ScheduleI/RecipientTable/CashGrantAmt405200
IRS990ScheduleI/RecipientTable/CashGrantAmt4130000
IRS990ScheduleI/RecipientTable/CashGrantAmt4230000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$156$9.96$146$9.28$6.88$2.40
2023Detailed filing. Detailed filing data is available for this year.$148$9.15$139$8.11$6.75$1.36
2022Detailed filing. Detailed filing data is available for this year.$143$14.6$129$5.44$10.8$5.32
2021Detailed filing. Detailed filing data is available for this year.$165$5.83$159$9.37$6.80$2.57
2020Detailed filing. Detailed filing data is available for this year.$142$4.28$138$8.39$6.24$2.15
2019Detailed filing. Detailed filing data is available for this year.$129$3.81$125$5.78$6.56$0.78
2018Detailed filing. Detailed filing data is available for this year.$116$4.75$111$7.82$6.82$1.00
2017Detailed filing. Detailed filing data is available for this year.$127$5.32$122$4.51$6.18$1.68
2016Detailed filing. Detailed filing data is available for this year.$117$6.72$111$5.46$7.00$1.54
2015Detailed filing. Detailed filing data is available for this year.$117$6.14$111$3.72$7.04$3.32
2014Detailed filing. Detailed filing data is available for this year.$124$4.70$119$9.04$6.37$2.67
2013Detailed filing. Detailed filing data is available for this year.$128$5.68$122$6.48$7.30$0.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$5.43$113$7.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$4.95$107$8.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$126$4.78$121$6.81