HEALTHNOW FOUNDATION OF POLK COUNTY: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: HEALTHNOW FOUNDATION OF POLK COUNTY (EIN 27-0542330)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-03-24
IRS object ID: 202210839349100616
Schema version: 2021v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-03-24T12:51:25-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	863820053	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RAMOS & FLOYD CPAS PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4215 OLD ROAD 37	AddressLine1Txt
City	LAKELAND	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33813	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	270542330	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HEALTHNOW FOUNDATION OF POLK COUNTY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HEAL	BusinessNameControlTxt
Phone	8639046961	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 S FLORIDA AVE SUITE 800	AddressLine1Txt
City	LAKELAND	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33801	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KARL MUEHLBERGER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	8639046961	PhoneNum
Signature	2022-01-25	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KARL	PersonFirstNm
Person Last	MUEHLBERGER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TRISHA M FLOYD CPA	PreparerPersonNm
PTIN	P01712849	PTIN
Phone	8637017885	PhoneNum
Preparation	2022-01-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,564	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Total Rev And Expnss	$0	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$704	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$352	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$352	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$61	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$31	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$30	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$765	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$383	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$382	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$765	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$383	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$382	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$765	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,328	CashBOYAmt
Cash EOY	$3,563	CashEOYAmt
Cash EOYFMV	$3,564	CashEOYFMVAmt
Total Assets BOY	$4,328	TotalAssetsBOYAmt
Total Assets EOY	$3,563	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,564	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$4,328	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$3,563	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,328	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,563	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,328	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,563	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,328	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$765	ExcessRevenueOverExpensesAmt
Subtotal	$3,563	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,563	TotNetAstOrFundBalancesEOYAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	false	AtLeast5000InAssetsInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	KARL MUEHLBERGER	IndividualWithBooksNm
Phone	8639046961	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 S FLORIDA AVE SUITE 800	AddressLine1Txt
City	LAKELAND	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33801	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID ROBINSON
PO BOX 93160	LAKELAND	FL	33804	PRESIDENT	1.00	$0	$0	$0
ED GOODEMOTE
6023 PIER PLACE DRIVE	LAKELAND	FL	33813	SECRETARY	1.00	$0	$0	$0
KARL MUEHLBERGER
500 SOUTH FLORIDA AVE	LAKELAND	FL	33801	TREASURER	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,945	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,945	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$3,945	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$59	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,886	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$194	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$194	MinimumInvestmentReturnAmt
Distributable Before Adj	$194	DistributableBeforeAdjAmt
Distributable Before Ded	$194	DistributableBeforeDedAmt
Distributable As Adjusted	$194	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$382	ExpensesAndContributionsAmt
Qualifying Distributions	$382	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$194	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$229,142	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3	$505	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$72	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$229,719	TotalExcessDistributionCyovAmt
Qualifying Distributions	$382	QualifyingDistributionsAmt
Applied To Current Year	$194	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$188	RemainingDistriFromCorpusAmt
Total Corpus	$229,907	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$229,142	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$765	ExcessDistriCyovToNextYrAmt
Excess From Year3	$505	ExcessFromYear3Amt
Excess From Year2	$72	ExcessFromYear2Amt
Excess From Current Year	$188	ExcessFromCurrentYearAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$704	Amt
Net Investment Income	$352	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$352	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
LICENSES	$61	$31	$30

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