Form 990 for tax year 2022

Totals

Total revenue

$4,718,401

Total expenses

$778,821

Contributions and grants received

$4,723,684

Grants paid

$519,500

Program service revenue

$0

Investment income

-$5,283

Other revenue

$0

Total assets, end of year

$16,846,391

Total liabilities, end of year

$4,169

Net assets or fund balances, end of year

$16,842,222

Program services expenses (Part IX)

$687,717

Management and general expenses

$91,104

Fundraising expenses

$0

Program service expenses (Part III)

$687,717

Program services were 88.3% 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.

Mission and programs · 2022

• 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.

  Expenses $687,717 · Grants $519,500

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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.

Grants on this return

• LAKEWOOD COMMUNITY SERVICES CENTER

  $94,155

  FOOD PROGRAMS

• CITY OF LAKEWOOD

  $64,865

  NEIGHB PARAMEDIC PGM

• LAKEWOOD FOUNDATION

  $41,330

  COMMUNITY PROGRAMS

• NEIGHBORHOOD FAMILY PRACTICE

  $40,000

  EQUIT HEALTH CARE

• THE LEGAL AID SOCIETY OF CLEVELAND

  $40,000

  COMMUNITY ASSISTANCE

• WEST 117 FOUNDATION

  $25,000

  LGBTQ+ YOUTH SPORTS

• YOUTH OPPORTUNITIES UNLIMITED

  $25,000

  YOUTH EMPLOY PROGRAM

• EMERALD DEV & ECON NETWORK

  $20,000

  PROP INCENTIVE FUND

• LAKEWOODALIVE

  $16,000

  SENIORS ASSIST

• ASIAN SERVICES IN ACTION INC

  $15,000

  REFUGEE/IMMIG ASST

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2022

Filed

3 March 2023

IRS schema version

2022v5.0

Source object

202300849349300600

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.