2021-07-15T15:37:42-05:00 2020-06-30 134078723 WEINTRAUB & ASSOCIATES LLP 200 MAMARONECK AVE SUITE 502 WHITE PLAINS NY 10601 990 2019-07-01 133665796 HEARTSONG INC HEAR 9148725227 277 MARTINE AVENUE NO 230 WHITE PLAINS NY 10601 MARION ANDERSON EXECUTIVE DIRECTOR 9143585613 2021-01-15 1 HOWARD WEINTRAUB CPA P00399272 9147614773 2019 2022-09-23 18:48:47Z MARION ANDERSON 1101 BOSTON POST RD APT 3B RYE NY 10580 714190 0 X WWW.HEARTSONG.ORG X 1992 NY SEE SCHEDULE O. 7 7 16 14 0 0 243062 277946 264623 380384 0 4935 0 2341 507685 665606 0 0 0 0 291563 189288 0 0 20688 74760 110932 366323 300220 141362 365386 29816 411619 309739 310446 -279923 101173 X 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 0 0 70090 87558 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 145892 292826 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. 215982 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 16 0 0 0 0 0 0 1 1 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X HEARTSONG INC 9143585613 277 MARTINE AVE SUITE 230 WHITE PLAINS NY 10601 BRIAN ALLEN CHAIRPERSON 1.00 X X 0 0 0 MARY STAPLETON SECRETARY 1.00 X X 0 0 0 JUSTINE RIORDAN TREASURER 1.00 X X 0 0 0 GINA DIFOLCO BOARD MEMBER 1.00 X 0 0 0 MARION ANDERSON EXECUTIVE DIRECTOR 15.00 X X 21616 0 0 21616 0 0 0 0 0 0 0 16730 58161 203055 277946 CREATIVE ART THERAPIES 900099 292826 292826 COMMUNITY BASED OUTREA 900099 87558 87558 380384 1416 1416 49553 46034 3519 3519 3519 0 16730 0 0 4891 2550 2341 2341 665606 380384 0 7276 189288 137900 34623 16765 1305 945 118 242 5143 3768 1375 4010 4010 53676 48308 5368 610 610 22475 19452 1240 1783 CONSULTING-FINANCE 18414 5524 12890 CONTRACT SERVICES 4989 3243 1223 523 WEBSITE MAINTENANCE 210 210 DUES & SUBSCRIPTIONS 100 100 300220 215982 63550 20688 6908 9004 59248 13884 29869 4640 31522 15666 15060 1217 606 192485 3167 88885 29816 411619 5584 139 162082 0 54752 163889 87321 0 146418 309739 310446 X -279923 -91312 192485 -279923 101173 29816 411619 365386 15710 0 X 0 0 0 X 159849 183609 124214 243062 219785 930519 159849 183609 124214 243062 219785 930519 930519 4935 4935 935454 0.99470 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15666 15060 606 606 MORGAN STANLEY INVESTMENT 192485 F 192485 SECURITY DEPOSIT 3167 OPERATING LEASE ROU ASSET 85718 88885 GOVERNMENT CORONAVIRUS RELIEF LOANS 60700 OPERATING LEASE LIABILITY 85718 146418 X PART X, LINE 2: 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. FALL ANNUAL APPEAL 16730 16730 16730 16730 1 MARION ANDERSON EXECUTIVE DIRECTOR FUND ORGANIZATION OPERATION X 163889 0 1 1 163889 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.