HEALTHY LAKEWOOD FOUNDATION

EIN: 832537125 501(c)(3) Health Care

LAKEWOOD, OH

Total Revenue
$1,863,014
Total Expenses
$895,950
Total Assets
$29,925,950
Net Assets
$29,922,947
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
OH
Principal Officer
REBECCA BAAS
Phone
2162066749
Tax Period
2025-01-01 to 2025-12-31

HEALTHY LAKEWOOD FOUNDATION, founded in 2018, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2025. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $967K, a strong 52% operating margin.

Mission

TO ADVANCE PROGRAMS, POLICIES AND PRACTICES THAT INSPIRE A LAKEWOOD COMMUNITY IN WHICH HEALTH AND WELLNESS ARE REFLECTED IN ALL ASPECTS OF LIFE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $614,255
Program Service Revenue $0
Investment Income $1,248,742
Other Revenue $17
TOTAL REVENUE $1,863,014

Expense Breakdown

Grants Paid $536,405
Salaries & Benefits $192,666
Fundraising Expenses $0
Program Expenses $768,925
Other Expenses $166,879
TOTAL EXPENSES $895,950

Year-over-Year Comparison

2025 2024 Change
Revenue $1,863,014 $5,741,054 -0.7%
Expenses $895,950 $739,598 +0.2%
Net Income $967,064 $5,001,456 -0.8%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
2
Volunteers
17

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$124,346
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATE INGERSOLL EXECUTIVE DI 40.00
Officer
$117,000 $7,346 $124,346
REBECCA BAAS PRESIDENT 2.50
Officer Director
$0 $0 $0
LAURA CHALKER VICE PRESIDE 2.50
Officer Director
$0 $0 $0
CURTIS BROSKY TREASURER 2.50
Officer Director
$0 $0 $0
KIRSTIN CRACIUN SECRETARY 2.50
Officer Director
$0 $0 $0
ROLAND ANGLIN DIRECTOR 1.50
Director
$0 $0 $0
KHALILAH BILLY DIRECTOR 1.50
Director
$0 $0 $0
WARREN COLEMAN DIRECTOR 1.50
Director
$0 $0 $0
RACHEL EKE DIRECTOR 1.50
Director
$0 $0 $0
MELISSA FEDERMAN DIRECTOR 1.50
Director
$0 $0 $0
KIM FENNELL DIRECTOR 1.50
Director
$0 $0 $0
CHARLES GARVEN DIRECTOR 1.50
Director
$0 $0 $0
JON GROMEK DIRECTOR 1.50
Director
$0 $0 $0
FRED JORGENSEN DIRECTOR 1.50
Director
$0 $0 $0
ERIN MURPHY DIRECTOR 1.50
Director
$0 $0 $0
FAITH NOBLE DIRECTOR 1.50
Director
$0 $0 $0
COURTNEY NOSTER DIRECTOR 1.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,863,014 $895,950 $29,925,950 $967,064
2024 $5,741,054 $739,598 $26,400,246 $5,001,456
2023 $680,460 $700,191 $19,270,987 $-19,731
2022 $4,718,401 $778,821 $16,846,391 $3,939,580
2021 $995,747 $361,454 $15,098,403 $634,293
2020 $5,190,374 $421,066 $14,155,303 $4,769,308
2019 $780,786 $88,210 $9,187,286 $692,576
2018 $8,317,736 $91,919 $8,167,796 $8,225,817
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