HEARTSONG INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEARTSONG INC (EIN 13-3665796)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-07-15
- IRS object ID
- 202111969349302356
- Schema version
- 2019v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-15T15:37:42-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134078723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINTRAUB & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MAMARONECK AVE SUITE 502 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133665796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTSONG INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 9148725227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 MARTINE AVENUE NO 230 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARION ANDERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9143585613 | PhoneNum |
| Signature | 2021-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD WEINTRAUB CPA | PreparerPersonNm |
| PTIN | P00399272 | PTIN |
| Phone | 9147614773 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARION ANDERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 BOSTON POST RD APT 3B | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $714,190 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEARTSONG.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $243,062 | PYContributionsGrantsAmt |
| CY Contributions Grants | $277,946 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $264,623 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $380,384 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,935 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $2,341 | CYOtherRevenueAmt |
| PY Total Revenue | $507,685 | PYTotalRevenueAmt |
| CY Total Revenue | $665,606 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $291,563 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $189,288 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,688 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $74,760 | PYOtherExpensesAmt |
| CY Other Expenses | $110,932 | CYOtherExpensesAmt |
| PY Total Expenses | $366,323 | PYTotalExpensesAmt |
| CY Total Expenses | $300,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $141,362 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $365,386 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $411,619 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $309,739 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $310,446 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$279,923 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $101,173 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEARTSONG'S MISSION IS TO PROVIDE CLINICALLY-BASED MUSIC AND ART THERAPY PROGRAMS THAT SEEK TO ENHANCE THE FUNCTIONING LEVEL AND QUALITY OF LIFE FOR CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES LOCATED IN WESTCHESTER COUNTY, NEW YORK, BUT DRAWING CHILDREN FROM THROUGHOUT THE NEW YORK METROPOLITAN AREA, HEARTSONG PROVIDES ITS PROGRAM SERVICES ON SATURDAYS FROM SEPTEMBER TO JUNE AT WESTCHESTER SCHOOL 29 IN YONKERS AND AT GOOD COUNSEL ACADEMY ELEMENTARY SCHOOL IN WHITE PLAINS OUR OUTREACH PROGRAMS, VOLUNTEER OPPORTUNITIES AND FAMILY SUPPORT SERVICES ARE AVAILABLE THROUGHOUT THE CALENDAR YEAR THOSE WHO BENEFIT THE MOST FROM OUR PROGRAMS AND SERVICES ARE THOSE FAMILIES WHOSE CHILDREN HAVE BEEN DIAGNOSED WITH AUTISM, CEREBRAL PALSY, DOWN SYNDROME, DEVELOPMENTAL DELAYS, AND MULTIPLE DISABILITIES HEARTSONG MEETS A CRITICAL NEED FOR COMMUNITY-BASED ART AND MUSIC THERAPY FOR THESE SPECIAL NEEDS CHILDREN | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $70,090 | ExpenseAmt |
| Revenue | $87,558 | RevenueAmt |
| Desc | HEARTSONG CURRENTLY PARTNERS WITH COMMUNITY-BASED AGENCIES IN THE TRI-STATE AREA TO PROVIDE THE BENEFITS OF MUSIC AND/OR ART THEAAPY SERVICES TO CHILDREN WITH SPECIAL NEEDS. WE HAVE APPROACHED EACH OF THESE PARTNERSHIPS ACKNOWLEDGING IN EACH A UNIQUE SET OF CHALLENGES THAT DEMAND SENSITIVITY AND ACCOMMODATION TO DIFFERENCES OF CULTURE, PROTOCOL, STYLE, AND SOCIAL NORMS, OUR OUTREACH SERVICES (COMMUNITY-BASED PROGRAMS) SERVED MORE THAN 200 CHILDREN THRU CONTACTED SERVICES. WE WERE IN THREE LOCATIONS: CORNERSTONE CHILDREN'S CENTER, WESTCHESTER SCHOOL SPECIAL CHILDREN AND ACDS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $145,892 | ExpenseAmt |
| Revenue | $292,826 | RevenueAmt |
| Desc | CREATIVE ARTS THERAPIES, WHEN USED IN A THERAPUTIC SETTING, HAVE BEEN SHOWN TO BENEFIT CHILDREN WITH SPECIAL NEEDS BY IMPROVING ATTENTION SPAN, SPEECH ND LANGUAGE DEVELOPMENT, FINE AND GROSS MOTOR SKILLS. GROUP THERAPY PROGRAM IS OFFERED THREE TEN WEEK SESSIONS DURING SEPTEMBER THRU JUNE. ALL FAMILIES RECEIVE THREE CLINICAL TREATMENT SUMMARIES AT THE END OF EACH SESSION. ART THERAPY PROVIDED 161 HOURS OF SERVICE, MUSIC THERAPY PROVIDED 200 HOURS AND DANCE THERAPY PROVIDED 74 HOURS OF SERVICE. HEARTSONG IS COMMITTED OT MAKING IT'S PROGRAM AVAILABLE REGARDLESS OF FAMILY'S ABILITY TO PAY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $215,982 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTSONG INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143585613 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 MARTINE AVE SUITE 230 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRIAN ALLEN | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY STAPLETON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUSTINE RIORDAN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GINA DIFOLCO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARION ANDERSON | ||||||
| EXECUTIVE DIRECTOR | 15.00 | Yes (X) | Yes (X) | $21,616 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $21,616 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $16,730 | FundraisingAmt |
| Government Grants | $58,161 | GovernmentGrantsAmt |
| All Other Contributions | $203,055 | AllOtherContributionsAmt |
| Total Contributions | $277,946 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CREATIVE ART THERAPIES | 900099 | $292,826 | $292,826 |
| COMMUNITY BASED OUTREA | 900099 | $87,558 | $87,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $380,384 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,416 | TotalRevenueColumnAmt |
| Exclusion | $1,416 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,553 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,034 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,519 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,519 | TotalRevenueColumnAmt |
| Exclusion | $3,519 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,730 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $4,891 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,550 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,341 | TotalRevenueColumnAmt |
| Exclusion | $2,341 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $665,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $380,384 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,276 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,288 | TotalAmt |
| Program Services | $137,900 | ProgramServicesAmt |
| Management And General | $34,623 | ManagementAndGeneralAmt |
| Fundraising | $16,765 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,305 | TotalAmt |
| Program Services | $945 | ProgramServicesAmt |
| Management And General | $118 | ManagementAndGeneralAmt |
| Fundraising | $242 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,143 | TotalAmt |
| Management And General | $3,768 | ManagementAndGeneralAmt |
| Fundraising | $1,375 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,010 | TotalAmt |
| Management And General | $4,010 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,676 | TotalAmt |
| Program Services | $48,308 | ProgramServicesAmt |
| Management And General | $5,368 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610 | TotalAmt |
| Program Services | $610 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,475 | TotalAmt |
| Program Services | $19,452 | ProgramServicesAmt |
| Management And General | $1,240 | ManagementAndGeneralAmt |
| Fundraising | $1,783 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSULTING-FINANCE | $18,414 | $5,524 | $12,890 | |
| CONTRACT SERVICES | $4,989 | $3,243 | $1,223 | $523 |
| WEBSITE MAINTENANCE | $210 | $210 | ||
| DUES & SUBSCRIPTIONS | $100 | $100 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,220 | TotalAmt |
| Program Services | $215,982 | ProgramServicesAmt |
| Management And General | $63,550 | ManagementAndGeneralAmt |
| Fundraising | $20,688 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,908 | BOYAmt |
| EOY | $9,004 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $59,248 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,884 | BOYAmt |
| EOY | $29,869 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,640 | BOYAmt |
| EOY | $31,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,060 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,217 | BOYAmt |
| EOY | $606 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $192,485 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,167 | BOYAmt |
| EOY | $88,885 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,816 | BOYAmt |
| EOY | $411,619 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,584 | BOYAmt |
| EOY | $139 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,082 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,752 | BOYAmt |
| EOY | $163,889 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,321 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $146,418 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,739 | BOYAmt |
| EOY | $310,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$279,923 | BOYAmt |
| EOY | -$91,312 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $192,485 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$279,923 | BOYAmt |
| EOY | $101,173 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,816 | BOYAmt |
| EOY | $411,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $365,386 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,710 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $243,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,785 | CurrentTaxYearAmt |
| Total | $930,519 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $243,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,785 | CurrentTaxYearAmt |
| Total | $930,519 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $930,519 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4,935 | CurrentTaxYearAmt |
| Total | $4,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $935,454 | TotalSupportAmt |
| Public Support CY170 | 0.99470 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,060 | DepreciationAmt |
| Book Value | $606 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $606 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY INVESTMENT | Desc |
| Book Value | $192,485 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $192,485 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $3,167 |
| OPERATING LEASE ROU ASSET | $85,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $88,885 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GOVERNMENT CORONAVIRUS RELIEF LOANS | $60,700 |
| OPERATING LEASE LIABILITY | $85,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $146,418 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES HEARTSONG RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT HEARTSONG HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. HEARTSONG IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2020. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FALL ANNUAL APPEAL | Event1Nm |
| Gross Receipts Event1 | $16,730 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,730 | CharitableContriEvent1Amt |
| Gross Receipts Total | $16,730 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,730 | CharitableContributionsTotAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARION ANDERSON | PersonNm |
| Relationship With Org | EXECUTIVE DIRECTOR | RelationshipWithOrgTxt |
| Loan Purpose | FUND ORGANIZATION OPERATION | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Balance Due | $163,889 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $163,889 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 990 PART I LINE 1. | HEARTSONG WAS ESTABLISHED IN 1992 BY THE PARENTS OF A CHILD WITH CEREBRAL PALSY AND HAS SERVED MORE THAN 1,200 CHILDREN SINCE ITS INCEPTION. OUR MISSION IS TO PROVIDE CLINICALLY-BASED MUSIC AND ART THERAPY PROGRAMS THAT SEEK TO ENHANCE THE FUNCTIONING LEVEL AND QUALITY OF LIFE FOR CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES HEARTSONG SERVES WESTCHESTER COUNTY, AS WELL AS NEIGHBORING COUNTIES AND THE BRONX. CLIENTS SERVED RANGE IN AGE FROM FOUR TO TWENTY-ONE YEARS OF AGE AND HAVE DISABILITIES SUCH AS AUTISM, CEREBRAL PALSY, MENTAL RETARDATION, MULTIPLE DEVELOPMENTAL DELAYS, AND DOWNS SYNDROME. FIFTY-TWO PERCENT OF THOSE ENROLLED IN HEARTSONG HAVE A DIAGNOSED AUTISM SPECTRUM DISORDER. HEARTSONG'S INNOVATIVE GROUP FORMAT IMPROVES EACH PARTICIPANT'S SOCIAL SKILLS WHILE REDUCING ISOLATION OFTEN FELT BY THESE CHILDREN. HEARTSONG ALSO SEEKS TO ADDRESS THE UNMET NEEDS OF SEGMENTS WITHIN THE POPULATION IT SERVES. PROGRAMS HAVE BEEN INITIATED OR ARE IN PLANNING STAGES FOR PRE-SCHOOLERS AND ADOLESCENT CLIENTS. THESE INCLUDE "MOMMY AND ME' SESSIONS FOR CHILDREN UNDER AGE FIVE, A COLLABORATION WITH THE SCHOOLHOUSE THEATER IN CROTON, NEW YORK, FOR OLDER ADOLESCENTS AND A PILOT DANCE THERAPY PROJECT WITH THE GRADUATE DANCE PROGRAM OF SARAH LAWRENCE COLLEGE IN BRONXVILLE IN 2010, HEARTSONG REALIZED A PARTNERSHIP WITH FAMILY SERVICES OF WESTCHESTER, A NOT-FOR-PROFIT DEDICATED TO STRENGTHENING AND SUPRORTING FAMILIES, CHILDREN AND INDIVIDUALS THROUGH ALL STAGES OF THE LIFE CYCLE. THIS COLLABORATION ALLOWS HEARTSONG TO INCREASE ITS IMPACT BY ADDING WEEKDAY SESSIONS AND ADDRESSING THE NEEDS OF TEENS THAT "AGE OUT" OF ITS CORE SERVICES NOW FAMILIES CAN FIND THE MULTIPLE SERVICES THEY NEED IN ONE, SHARED LOCATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | AVAILABLE UPON REQUEST |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS APPLICABLE TO EMPLOYEES, BOARD MEMBERS, AND OFFICERS OF THE ORGANIZATION IF AN INTERESTED PERSON BECOMES AWARE OF A POTENTIAL OR ACTUAL CONFLICT, THEY MUST DICLOSE THIS IMMEDIATELY AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE MEETING OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OF HEARTSONG IN WHICH THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS IF THE BOARD OF DIRECTORS TAKES ACTION CONCERNING A FINANCIAL TRANSACTION OR ARRANGEMENT PREVIOUSLY REVIEWED BY A COMMITTEE OR AUTHORIZED BODY, THE BOARD SHALL MAKE ITS OWN DETERMINATION OR AFFIRM THE DETERMINATION OF THE COMMITTEE OR AUTHORIZED BODY AS TO WHETHER A CONFLICT OF INTEREST EXISTS A INTERESTED PERSONS SHALL COUNT TOWARD THE PRESENCE OF A QUORUM AT MEETINGS OF BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OF HEARTSONG NOTWITHSTANDING THAT INTERESTED PERSONS MAY NOT DELIBERATE OR VOTE ON A DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS OR ON A FINANCIAL TRANSACTION OR ARRANGEMENT IN WHICH THEY HAVE A FINANCIAL INTEREST B NOTWITHSTANDING ANY OTHER PROVISIONS OF HEARTSONG'S BY-LAWS, VOTES ON CONFLICTS OF INTEREST AND FINANCIAL TRANSACTIONS OR ARRANGEMENTS SHALL BE DETERMINED BY THE SAME PERCENTAGE OF THE DISINTERESTED PERSONS PRESENT AT A MEETING AS WOULD BE REQUIRED BY THE BY-LAWS OF HEARTSONG FOR ACTION BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY, UNLESS A DIFFERENT PERCENT AGE IS REQUIRED BY STATUTE WHEN A CONFLICT OF INTEREST IS DETERMINED TO EXIST A AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OF HEARTSONG, BUT AFTER SUCH PRESENTATION AND ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE FINANCIAL TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST B THE CHAIRPERSON OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL, IF HE OR SHE DEEMS IT APPROPRIATE, APOINT A DISINTERESTED PERSON OR COMMITTEE OF DISINTERESTED PERSONS TO INVESTIGATE ALTERNATIVES TO THE PROROSED FINANCIAL TRANSACTION OR ARRANGEMENT C ONLY DISINTERESTED PERSONS UNRELATED TO AND NOT SUBJECT TO THE CONTROL OF THE INTERESTED PERSON MAY VOTE ON THE FINANCIAL TRANSACTION OR ARRANGEMENT D PRIOR TO VOTING ON THE FINANCIAL TRANSACTION OR ARRANGEMENT, THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL OBTAIN APPROPRIATE DATA AS TO COMPARABILITY E THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL DOCUMENT THE BASIS FOR ITS DETERMINATION AS TO THE FINANCIAL TRANSACTION OR ARRANGEMENT CONCURRENTLY WITH MAKING THE DETERMINATION, AS SET FORTH IN SECTION 5 OF ARTICLE ILL OF THE POLICY AND PROCEDURES F IF A FINANCIAL TRANSACTION OR ARRANGEMENT INCLUDES A NON-FIXED PAYMENT (SUCH AS A DISCRETIONARY BONUS), THERE SHALL BE A SPECIFIED CAP ON THE AMOUNT OF THE NON-FIXED PAYMENT AND THE FINANCIAL TRANSACTION OR ARRANGEMENT AND ITS COMPARABILITY SHALL BE CONSIDERED ON THE BASIS OF THE MAXIMUM AMOUNT PAYABLE FAILURE TO DISCLOSE CONFLICTS OF INTEREST A IF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OF HEARTSONG OR AN ENTITY CONTROLLED BY HEARTSONG HAS REASONABLE CAUSE TO BELIEVE THAT A DISQUALIFIED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE DISQUALIFIED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE DISQUALIFIED PERSON AN OPRORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE B IF, AFTER HEARING THE RESPONSE OF THE DISQUALIFIED PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY DETERMINES THAT THE DISQUALIFIED PERSON HAS, IN FACT, FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION C THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL MAKE A WRITTEN RECORD, IN ITS MINUTES OR OTHERWISE, OF ITS REASON TO BELIEVE THAT A DISQUALIFIED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE COMMUNICATIONS BETWEEN IT AND THE DISQUALIFIED PERSON CONCERNING THE ALLEGE D FAILURE TO DISCLOSE, AND ITS DETERMINATION AND ANY ACTION TAKEN REGARDING THE ALLEGED FAILURE TO DISCLOSE THE MINUTES OF THE BOARD OF DIRECTORS, EACH COMMITTEE WITH BOARD-DELEGATED POWERS, AND EACH AUTHORIZED BODY OF HEARTSONG OR AN ENTITY CONTROLLED BY HEARTSONG SHALL CONTAIN (I) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A F INANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE DECISION OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY AS TO WHETHER A CONFLICT OF INTEREST, IN FACT, EXISTED, AND ( II) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE FINANCIAL TRANSACTION OR ARRANGEMENT, A SUMMARY OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED FINANCIAL TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH B DOCUMENTATION OF THE BASIS FOR EACH DETERMINATION BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY CONCERNING THE FINANCIAL TRANSACTIONS OR ARRANGEMENTS WITH INTERESTED PERSONS SHALL INCLUDE THE FOLLOWING (I) THE TERMS OF THE APP ROVED FINANCIAL TRANSACTION OR ARRANGEMENT AND THE DATE APPROVED, (II) THE DIRECTORS OR THE OTHER MEMBERS OF AN AUTHORIZED BODY WHO WERE PRESENT DURING THE DEBATE ON THE FINANCIAL TRANSACTION OR ARRANGEMENT THAT WAS APPROVED AND THOSE WHO VOTED ON IT, AND (III) THE COMP ARABILITY DATA OBTAINED AND RELIED UPON BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY AND HOW THE DATA WAS OBTAINED C DOCUMENTATION OF THE BASIS FOR THE DETERMINATION BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY CONCERNING THE FINANCIAL TRANSACTIO NS OR ARRANGEMENTS WITH INTERESTED PERSONS SHALL BE COMPLETED NO LATER THAN THE NEXT MEETING OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OR SIXTY (60) DAYS AFTER THE DETERMINATION, WHICHEVER IS SOONER DOCUMENTATION OF THE BASIS FOR THE DETERMINATION BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY CONCERNING THE FINANCIAL TRANSACTIONS OR ARRANGEMENTS WITH INTERESTED PERSONS MAY BE RECORDED BY COMPLETING A CHECKLIST FOR COMPENSATION OR A CHECKLIST FOR PROPERTY, AS APPLICABLE, IN SUBSTANTIALLY THE FORM INCLUDED IN APPENDIX A OF THE POLICY AND PROCEDURES EACH DIRECTOR, OFFICER AND MANAGEMENT EMPLOYEE OF HEARTSONG, EACH MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS OF HEARTSONG OR AN ENTITY CONTROLLED BY HEARTSONG, AND EACH MEMBER OF AN AUTHORIZED BY HEARTSON G OR AN ENTITY CONTROLLED BY HEARTSONG SHALL SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERS ON (I) HAS RECEIVED A COPY OF HEARTSONG'S POLICY AND PROCEDURE ON CONFLICT OF INTEREST, (II) HAS READ AND UNDERSTANDS THE POLICY AND PROCEDURES, ( ILL) HAS AGREED TO COMPLY WITH TH E POLICY AND PROCEDURES, AND (IV) UNDERSTANDS THAT HEARTSONG IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES B EACH DIRECTOR, OFFICER AND MANAGEMENT EMPLOYEE OF HEARTSONG SHALL COMPLETE, SIGN AND SUBMIT ANNUALLY TO THE SECRETARY A CONFLICT OF INTEREST ANNUAL STATEMENT |
| FORM 990, PART VI, SECTION C, LINE 18 | AVAILABLE UPON REQUEST |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
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