Form 990 for tax year 2022
Filed by BOCA GRANDE HEALTH CLINIC FOUNDATION INC.
Totals
- Total revenue
- $3,964,300
- Total expenses
- $4,996,530
- Contributions and grants received
- $2,239,556
- Grants paid
- $3,525,126
- Program service revenue
- $0
- Investment income
- $1,694,748
- Other revenue
- $29,996
- Total assets, end of year
- $59,210,000
- Total liabilities, end of year
- $3,650,522
- Net assets or fund balances, end of year
- $55,559,478
- Program services expenses (Part IX)
- $3,742,714
- Management and general expenses
- $436,880
- Fundraising expenses
- $816,936
- Program service expenses (Part III)
- $3,742,714
Program services were 74.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$2,239,556
-
1g · Noncash contributions included above
$239,780
-
3 · Investment income
total $903,761 · excluded $903,761
-
7a · Gross sales of assets other than inventory
securities $7,310,361
-
7b · Less cost or other basis and sales expenses
securities $6,519,276 · other assets $98
-
7c · Gain or loss
securities $791,085 · other assets -$98
-
7d · Net gain or loss
total $790,987 · related or exempt -$98 · excluded $791,085
-
8a · Fundraising events: gross income
$43,300
-
8b · Fundraising events: direct expenses
$13,304
-
8c · Net income from fundraising events
total $29,996 · excluded $29,996
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,525,126 · program services $3,525,126
-
5 · Compensation of officers, directors and key employees
total $79,210 · management and general $19,802 · fundraising $59,408
-
7 · Other salaries and wages
total $99,452 · program services $42,000 · management and general $29,771 · fundraising $27,681
-
8 · Pension plan contributions
total $3,515 · management and general $1,248 · fundraising $2,267
-
9 · Other employee benefits
total $17,145 · management and general $6,409 · fundraising $10,736
-
10 · Payroll taxes
total $9,862 · management and general $3,476 · fundraising $6,386
-
11b · Fees: legal
total $4,316 · management and general $4,316
-
11c · Fees: accounting
total $34,235 · management and general $34,235
-
11f · Fees: investment management
total $239,914 · management and general $239,914
-
11g · Fees: other
total $685,451 · program services $24,500 · management and general $49,653 · fundraising $611,298
-
12 · Advertising and promotion
total $334 · management and general $334
-
16 · Occupancy
total $95,047 · program services $21,360 · management and general $22,613 · fundraising $51,074
-
20 · Interest
total $106,733 · program services $106,733
-
22 · Depreciation, depletion and amortization
total $51,947 · program services $22,995 · management and general $9,500 · fundraising $19,452
-
23 · Insurance
total $44,243 · management and general $15,609 · fundraising $28,634
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $71,680 · end of year $102,558
-
2 · Savings and temporary cash investments
beginning of year $602,066 · end of year $1,547,167
-
3 · Pledges and grants receivable
beginning of year $1,370,021 · end of year $874,109
-
9 · Prepaid expenses and deferred charges
beginning of year $33,061 · end of year $47,230
-
10a · Land, buildings and equipment: cost or other basis
$6,357,276
-
10b · Land, buildings and equipment: accumulated depreciation
$435,042
-
10c · Land, buildings and equipment, net
beginning of year $2,416,331 · end of year $5,922,234
-
11 · Investments: publicly traded securities
beginning of year $47,436,003 · end of year $50,716,702
-
17 · Accounts payable and accrued expenses
beginning of year $83,622 · end of year $23,344
-
19 · Deferred revenue
beginning of year $29,000 · end of year $29,000
-
25 · Other liabilities
end of year $3,598,178
-
27 · Net assets without donor restrictions
beginning of year $50,363,675 · end of year $54,587,806
-
28 · Net assets with donor restrictions
beginning of year $1,452,865 · end of year $971,672
Mission and programs · 2022
Mission
RAISE FUNDS TO SUPPORT BOCA GRANDE HEALTH CLINIC, INC., A NOT-FOR-PROFIT HEALTH CLINIC LOCATED ON A BARRIER ISLAND IN FLORIDA.
-
RAISE FUNDS TO SUPPORT BOCA GRANDE HEALTH CLINIC, INC., A NOT-FOR-PROFIT HEALTH CLINIC LOCATED ON A BARRIER ISLAND IN FLORIDA.
Expenses $3,742,714 · Grants $3,525,126
-
RAISE FUNDS TO SUPPORT BOCA GRANDE HEALTH CLINIC, INC., A NOT-FOR-PROFIT HEALTH CLINIC LOCATED ON A BARRIER ISLAND IN FLORIDA.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Cannon WenzelCANNON WENZEL
SECETARY
- Total calculated
- $233,903
- From this org
- $79,210
- From related orgs
- $0
- Other
- $154,693
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $71,089
- Bonus
- $8,121
- Other
- not reported
- Deferred
- $10,693
- Nontaxable benefits
- $144,000
- Filer's total
- $233,903
-
Ann AikensANN AIKENS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Robert A BaerROBERT A BAER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Daniel H BaylyDANIEL H BAYLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Marcus BennettMARCUS BENNETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Hope Van BeurenHOPE VAN BEUREN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
John BissellJOHN BISSELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Francis S BraninFRANCIS S BRANIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Christine D BrownCHRISTINE D BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
J Thomas BurchamJ THOMAS BURCHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Bruce A CarbonariBRUCE A CARBONARI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
James B CowperthwaitJAMES B COWPERTHWAIT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Michael F DaceyMICHAEL F DACEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Mark DriscollMARK DRISCOLL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Connie DuckworthCONNIE DUCKWORTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
John EdwardsonJOHN EDWARDSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
William S FarishWILLIAM S FARISH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Jack FisherJACK FISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Robert FletcherROBERT FLETCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Robert M FreemanROBERT M FREEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
David GalliherDAVID GALLIHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Bill GhriskeyBILL GHRISKEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Judd GreggJUDD GREGG
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 4
-
Dave HabigerDAVE HABIGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Robert HallROBERT HALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Nancy G HaydenNANCY G HAYDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Sandy K HemmSANDY K HEMM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Joan L HillenbrandJOAN L HILLENBRAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
John HillenbrandJOHN HILLENBRAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Roger L HoweROGER L HOWE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Mary HowellMARY HOWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
John JackoboiceJOHN JACKOBOICE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Roy H Park JrROY H PARK JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
William S Farish JrWILLIAM S FARISH JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Leonard Gruenberg JrLEONARD GRUENBERG JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
William LapointWILLIAM LAPOINT
TRES. AND VI
- Total calculated
- $0
- Hours/week
- 4
-
Sheila LabrecqueSHEILA LABRECQUE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
James E MartinJAMES E MARTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Nancy R MartinNANCY R MARTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Diane M MayerDIANE M MAYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Gerald M MillerGERALD M MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Hebe S MurphyHEBE S MURPHY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
James MurphyJAMES MURPHY
VICE CHAIRMA
- Total calculated
- $0
- Hours/week
- 4
-
James A RundeJAMES A RUNDE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Peter M SieglaffPETER M SIEGLAFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Elsa A SoderbergELSA A SODERBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Susan TinsleySUSAN TINSLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
John WalterJOHN WALTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Marjorie WebbMARJORIE WEBB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Jay WhippleJAY WHIPPLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$3,525,126
SUPPORT OF CLINIC
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501 C3 · CLINIC · FL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202402279349303510
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