HEALTHNOW FOUNDATION OF POLK COUNTY: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: HEALTHNOW FOUNDATION OF POLK COUNTY (EIN 27-0542330)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-16
IRS object ID: 201111369349100221
Schema version: 2010v3.2
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
Compensation Explanation
Legal Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-16T09:12:21-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE NCT GROUP CPA'S LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1076	AddressLine1
City	LAKELAND	City
State	FL	State
ZIP Code	338021076	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	270542330	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HEALTHNOW FOUNDATION OF POLK COUNTY	BusinessNameLine1
Business Name Line2	INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	HEAL	NameControl
Phone	8636162191	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 S FLORIDA AVE SUITE 800	AddressLine1
City	LAKELAND	City
State	FL	State
ZIP Code	33801	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARK GRAY	Name
Title	TREASURER	Title
Phone	8636162191	Phone
Date Signed	2011-05-13	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	TORI S LEHMAN	Name
Phone	8636836783	Phone
Date Prepared	2011-05-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	5029214	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	33358	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	33358	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	33358	InterestOnSavingsAdjNetIncm
Total Revenue And Expenses	33358	TotalRevenueAndExpenses
Total Net Investment Income	33358	TotalNetInvestmentIncome
Total Adjusted Net Income	33358	TotalAdjustedNetIncome
Legal Fees Rev And Expnss	25927	LegalFeesRevAndExpnss
Legal Fees Dsbrs Chrtbl Prps	25927	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	2202	AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps	2202	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1556	TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps	1556	TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	29685	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	29685	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	500000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	500000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	529685	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	529685	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-496327	ExcessOfRevenueOverExpenses
Net Investment Income	33358	NetInvestmentIncome
Adjusted Net Income	33358	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	5525541	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	5029214	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	5029214	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	5525541	TotalAssetsBOY
Total Assets EOY	5029214	TotalAssetsEOY
Total Assets EOYFMV	5029214	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	5525541	UnrestrictedBOY
Unrestricted EOY	5029214	UnrestrictedEOY
Total Net Assets BOY	5525541	TotalNetAssetsBOY
Total Net Assets EOY	5029214	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5525541	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5029214	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5525541	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-496327	ExcessOfRevenueOverExpenses
Subtotal	5029214	Subtotal
Total Net Assets Fund Balances EOY	5029214	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Noncharitable Assets Year1	4972612	NoncharitableAssetsYear1
Net Noncharitable Assets	5419683	NetNoncharitableAssets
One Percent Net Investment Income	334	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	334	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	529685	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	334	InvestmentIncomeExciseTax
Subtotal	334	Subtotal
Tax Based On Investment Income	334	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	750	EstTaxPaymentsAndOverpayment
Total Credits And Payments	750	TotalCreditsAndPayments
Overpayment	416	Overpayment
Amount Credited To Next Year	416	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	FL	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	MARK GRAY	BooksInCareOfPersonName
Books In Care Of Phone Number	8636162191	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 S FLORIDA AVENUE SUITE 800	AddressLine1
City	LAKELAND	City
State	FL	State
ZIP Code	33801	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JUDY CLINE
2016 CASTLE COURT	LAKELAND	FL	33813	CHAIR	1.00	0	0	0
DAVID ROBINSON
PO BOX 93160	LAKELAND	FL	33804	PRESIDENT	1.00	0	0	0
ED GOODEMOTE
6023 PIER PLACE DRIVE	LAKELAND	FL	33813	VICE PRES	1.00	0	0	0
MARK GRAY
500 S FLORIDA AVENUE SUITE 800	LAKELAND	FL	33801	TREASURER	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

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

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	5502216	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5502216	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	5502216	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	82533	CashDeemedCharitable
Net Noncharitable Assets	5419683	NetNoncharitableAssets
Minimum Investment Return	270984	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	270984	MinimumInvestmentReturn
Tax Based On Investment Income	334	TaxBasedOnInvestmentIncome
Total Tax	334	TotalTax
Distributable Amount Before Adj	270650	DistributableAmountBeforeAdj
Distributable Amount Before Ded	270650	DistributableAmountBeforeDed
Distributable Amount As Adjusted	270650	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	529685	ExpensesAndContributions
Qualifying Distributions	529685	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	334	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	529351	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	270650	DistributableAmountAsAdjusted
Undistributed Income Prior Year	125231	UndistributedIncomePriorYear
Qualifying Distributions	529685	QualifyingDistributions
Applied To Year1	125231	AppliedToYear1
Applied To Current Year	270650	AppliedToCurrentYear
Remaining Distri From Corpus	133804	RemainingDistriFromCorpus
Total Corpus	133804	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	133804	ExcessDistriCyovToNextYear
Excess From Current Year	133804	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ACHIEVEMENT ACADEMY
716 E BELLA VISTA STREET	LAKELAND	FL	33805	NONE	GENERAL OPERATING	$125,000
LKLND VOLUNTEERS IN MEDIC
1021 LAKELAND HILLS BLVD	LAKELAND	FL	338054672	NONE	GENERAL OPERATING	$125,000
CENTRAL FL SPEECH & HEARI
710 EAST BELLA VISTA ST	LAKELAND	FL	338053089	NONE	GENERAL OPERATING	$125,000
WH HOSPITAL FOUNDATION
200 AVENUE F NE	WINTER HAVEN	FL	33881	NONE	GENERAL OPERATING	$125,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	500000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$33,358	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$33,358	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	33358	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	Category
Amount	$2,202	Amount
Disbursements Charitable Prps	2202	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

JUDY CLINE
DAVID ROBINSON
ED GOODEMOTE
MARK GRAY

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	INDIRECT LEGAL FEES	Category
Amount	$25,927	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	INDIRECT TAXES/LICENSES	Category
Amount	$1,556	Amount
Disbursements Charitable Prps	1556	DisbursementsCharitablePrps

HEALTHNOW FOUNDATION OF POLK COUNTY: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments