Heart for Winter Haven Inc
Overview
Mission
Heart for winter haven exists to empower individuals, businesses, churches and organizations to create a connected community working together to renew people and places, one life-transforming deed at a time.
What it reported doing in 2024
The center for well-being is committed to making quality mental health care accessible and affordable. The program provides free and low-cost mental health counseling for individuals, couples, and families, along with mental health classes and interactive workshops designed to foster growth and resilience. Through our employee care program (ecp), we also support local businesses by offering counseling sessions and essential resources to employees, helping strengthen both workplace well-being and productivity. In addition, we equip community members, churches, nonprofits, and businesses with mental health first aid training, empowering them to better recognize and respond to mental health needs. By promoting healing, growth, and personal development, the center for well-being serves as a trusted partner in building a healthier, stronger community.
Operating model
- Revenue model
- Donor-supported. 79% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 81% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
Nonprofit profile at a glance
- EIN
- 471249404
- IRS 990 coverage
- 2019–2024
- Forms available
- Form 990 2024, Form 990-EZ 2018, Form 990-N 2014
- Location
- Winter Haven, FL, USA
- Phone
- 8632916270
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Human Service Organizations
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 94
- Accountability: 91
- Sustainability: 51
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 60.6%; rating input score 61
- Program expense ratio: 69.4%; rating input score 69
- Fundraising efficiency: $69.67 raised per $1 spent on fundraising; rating input score 83; 83rd percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 99.6%; rating input score 100; 50th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 13%; rating input score 67; 67th percentile among comparable filings
- Total-asset coverage ratio: 1.24; rating input score 50; 50th percentile among comparable filings
- Liabilities to assets ratio: 0.41; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 15.5%; rating input score 22; 22nd percentile among comparable filings
Growth
- Program expense growth: 20% per year; rating input score 100; 82nd percentile among comparable filings
- Revenue growth: 30.3% per year; rating input score 100; 92nd percentile among comparable filings
- Asset growth: 40.9% per year; rating input score 100; 95th percentile among comparable filings
Details
- Where the money goes: 60.6% of revenue deployed · 69.4% of spending went to programs
- Governance: 13 of 13 board members independent · 7 of 9 filing controls reported
- Programs: 6 filed program accomplishments · $1M in reported program spending
- Leadership: top reported pay $113K · 15 people listed
- Consistency: 36 of 36 current checks pass
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 5 annual filings from 2019 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 2 of 9 not reported.
- Review — Sustainability: Total-asset coverage ratio scored 50/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.
- High — Sustainability: Officer compensation ratio scored 22/100.
Leadership & pay
15 people listed
Highest reported compensation
- ROBERT BEATTY (EXECUTIVE DIRECTOR): $113,380 total reported compensation
- TERRY HENDERSON (CHIEF OPERATING OFFICER): $106,945 total reported compensation
- JONATHAN WINFREE (SECRETARY): $5,250 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024.