LIVINGKIND INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LIVINGKIND INC (EIN 41-2055310)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-04
- IRS object ID
- 201721249349300242
- Schema version
- 2016v3.0
- 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 | 2017-05-04T10:29:11-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412055310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMANE EDUCATION ADVOCATES REACHING | BusinessNameLine1Txt |
| Business Name Line2 | TEACHERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUMA | BusinessNameControlTxt |
| Phone | 9143810309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 738 | AddressLine1Txt |
| City | MAMARONECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD GOLDBERG | PersonNm |
| Person Title | CHAIRMAN/TREASURER | PersonTitleTxt |
| Phone | 9143810309 | PhoneNum |
| Signature | 2017-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2017-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.112.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-03 | IPDt |
| IP Tm | 18:17:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39A6500A14EBDEC7A476CCE4E0A7F613C193113C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45D10729E84C80409783239EA0C370A8A08632B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRAD GOLDBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 738 | AddressLine1Txt |
| City | MAMARONECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $615,849 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TEACHHEART.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O FOR DESCRIPTION OF MOST SIGNIFICANT ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $610,654 | PYContributionsGrantsAmt |
| CY Contributions Grants | $615,617 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6 | PYInvestmentIncomeAmt |
| CY Investment Income | $3 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $229 | CYOtherRevenueAmt |
| PY Total Revenue | $610,660 | PYTotalRevenueAmt |
| CY Total Revenue | $615,849 | 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 | $481,747 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $450,278 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $34,370 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $69,055 | PYOtherExpensesAmt |
| CY Other Expenses | $86,344 | CYOtherExpensesAmt |
| PY Total Expenses | $550,802 | PYTotalExpensesAmt |
| CY Total Expenses | $536,622 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $59,858 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $79,227 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $286,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $362,184 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,291 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $282,957 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $362,184 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEART IS A NONPROFIT WITH A MISSION TO FOSTER COMPASSION AND RESPECTFOR ALL LIVING BEINGS AND THE ENVIRONMENT BY EDUCATING YOUTH IN HUMANE EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $223,577 | ExpenseAmt |
| Desc | STUDENT PROGRAMS:HEART'S HUMANE LIVING PROGRAM COVERS A WIDE RANGE OF HUMAN RIGHTS, ANIMAL PROTECTION AND ENVIRONMENTAL PRESERVATION ISSUES. WE OFFER THE HUMANE LIVING PROGRAM TO STUDENTS IN K-12 IN FOUR AGE-APPROPRIATE VERSIONS: K-2ND GRADE, 3RD-5TH GRADE, MIDDLE SCHOOL, AND HIGH SCHOOL. HEART'S SPECIALLY TRAINED EDUCATORS TEACH THESE LESSONS IN A FORMAT THAT IS ADAPTED TO MEET THE NEEDS OF DIFFERENT SCHOOLS, YOUTH CENTERS AND STUDENT POPULATIONS. IN 2016, HEART REACHED MORE THAN 5,000 STUDENTS IN THE NEW YORK CITY, CHICAGO, INDIANAPOLIS AND PORTLAND (OREGON) AREAS. WE OFFERED MULTI-LESSON INSTRUCTIONAL AND SERVICE-BASED PROGRAMS IN-SCHOOL, AFTER-SCHOOL, AND IN SUMMER CAMPS. WE ALSO FACILITATED MANY EXPERIENTIAL LEARNING PROJECTS WHERE STUDENTS PUT THEIR VALUES INTO ACTION. WE TAUGHT SUMMER PROGRAMS IN NYC, CHICAGO, PORTLAND AND INDIANAPOLIS AND CO-SPONSORED A SUCCESSFUL CLIMATE CAMP. IN ADDITION, OUR BE THE CHANGE INTERACTIVE HUMANE EDUCATION MUSEUM WITHIN THE PEACE LEARNING CENTER IN INDIANAPOLIS, WITH OVER 30 ENGAGING EXHIBITS, CONTINUED TO DRAW HUNDREDS OF VISITORS OF ALL AGES OVER THE COURSE OF THE YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $171,250 | ExpenseAmt |
| Desc | EDUCATIONAL RESOURCE DEVELOPMENT AND DISTRIBUTION:HEART WORKED ON DEVELOPING VARIOUS EDUCATIONAL RESOURCES IN THE PAST YEAR. WE BEGAN WORKING ON A NEW COMPREHENSIVE HUMANE EDUCATION RESOURCE GUIDE FOR K-5 TEACHERS WITH ACTIVITIES AND LESSONS THAT DEMONSTRATE THE INTERCONNECTEDNESS BETWEEN MANY TOPICS AND HOW THEY RELATE TO PEOPLE, OTHER SPECIES, AND THE PLANET. WE ALSO PROVIDED SPECIALIZED CURRICULUM DEVELOPMENT FOR SCHOOLS AND NON-PROFIT AGENCIES TO EXPAND THE HUMANE LIVING PROGRAM TO MEET SPECIFIC NEEDS. WE FIELD TESTED AND REFINED OUR NEW FOSTERING EMPATHY FOR OTHERS CURRICULUM, WHICH ENGAGES STUDENTS IN ACTIVITIES TO HELP THEM BETTER UNDERSTAND PEOPLE'S NEEDS, INCLUDING A SENSATION OF PEACE, CONNECTION WITH OTHERS, AND PURPOSE IN LIFE. WE WORKED WITH ANIMAL HAVEN SHELTER TO DEVELOP NEW PROGRAMMING FOR 5-8 YEAR OLD CHILDREN, EMPHASIZING EXPERIENTIAL LEARNING AND SERVICE PROJECTS. WE DEVELOPED ADDITIONAL ASSEMBLY, LIBRARY, AFTER-SCHOOL AND SUMMER CAMP PROGRAMMING. WE ALSO ADDED TO RESOURCES ON OUR WEBSITE, INCLUDING OUR HUMANE BOOKLIST REVIEW AND LIBRARY OF ARCHIVED HEART WEBINARS AVAILABLE FOR FREE DOWNLOAD. WE CONTINUED TO DISTRIBUTE OUR EXTENSIVE 160 PAGE RESOURCE GUIDE OF 40 LESSONS AND ACTIVITIES ON ANIMAL PROTECTION ISSUES TO BOTH SEASONED AND LESS EXPERIENCED EDUCATORS TO IMPLEMENT IN K-12 PROGRAMS IN SCHOOLS AND NON-TRADITIONAL VENUES. WE HAVE EXPANDED OUR REACH THROUGH LESSON SHARING PLATFORMS, INDEXING OUR LESSONS TO NUMEROUS NATIONAL LEARNING STANDARDS TO MAKE THEM MORE ACCESSIBLE AND USABLE BY TEACHERS NATIONWIDE. IN ADDITION, WE HAVE USED SOCIAL MEDIA PLATFORMS THAT ARE POPULAR WITH TEACHERS TO BUILD A COMMUNITY OF HUMANE EDUCATORS AND RAISE AWARENESS OF HEART'S LESSONS. WE ALSO BECAME CONTENT PARTNERS WITH STUDENT FACING PLATFORMS, WHICH PROVIDE INTERACTIVE PRESENTATION AND ASSESSMENT TOOLS THAT CAN BE USED IN ENGAGING WAYS BY TEACHERS IN THE CLASSROOM SINCE THE TEACHER'S SCREEN IS MIRRORED ON THE STUDENT'S SCREEN IN THIS 1:1 LESSON DELIVERY PLATFORM. THESE DIGITAL EXPANSIONS HAVE ENABLED OUR RESOURCES TO REACH THOUSANDS MORE STUDENTS AND EDUCATORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,869 | ExpenseAmt |
| Desc | TEACHER TRAINING:HEART REACHED HUNDREDS OF TEACHERS AND FUTURE EDUCATORS THROUGH NUMEROUS WORKSHOPS. ONE OF OUR MAJOR TEACHER TRAINING PROJECTS WAS A CREDIT-BEARING 36-HOUR HUMANE EDUCATION PROFESSIONAL DEVELOPMENT COURSE WE CONDUCTED FOR SCHOOLTEACHERS THROUGH THE NYC DOE THAT QUALIFIED THEM TOWARD A SALARY DIFFERENTIAL. THIS ONLINE COURSE HAS THE RIGOR OF A GRADUATE LEVEL COURSE. WE ALSO EXTENDED OUR REACH NATIONALLY BY CONTINUING TO OFFER OUR FREE BIMONTHLY WEBINAR SERIES IN WHICH WE TRAIN PARTICIPANTS TO TEACH HUMANE EDUCATION. THROUGH VARIOUS PARTNERSHIPS WE TRAINED VOLUNTEER TEACHERS, ANIMAL ACTIVISTS AND CONCERNED CITIZENS TO CONDUCT LESSONS BOTH AT SCHOOLS AND OUT-OF-SCHOOL VENUES LIKE LIBRARIES AND COMMUNITY CENTERS. FOR EXAMPLE, WE OFFERED A HUMANE EDUCATION WORKSHOP THROUGH THE UNITED FEDERATION OF TEACHERS' HUMANE EDUCATION COMMITTEE TO SHOW NYC TEACHERS HOW TO IMPLEMENT SELECTED LESSONS FROM OUR HUMANE EDUCATION RESOURCE GUIDE. WE PARTNERED WITH TRIBES LEARNING COMMUNITY (WHICH WAS SELECTED AS A MODEL PROGRAM BY THE COLLABORATIVE FOR ACADEMIC, SOCIAL AND EMOTIONAL LEARNING), TO ADD A HUMANE EDUCATION COMPONENT TO ITS EXISTING SEL TRAINING AND WE SUCCESSFULLY PILOTED THIS PROGRAM IN INDIANAPOLIS. IN CHICAGO WE DELIVERED PROFESSIONAL DEVELOPMENT WORKSHOPS THROUGH WITS (WORKING IN THE SCHOOLS) ON SEL AND SERVICE LEARNING. WE ALSO CO-FACILITATED A LITERACY WORKSHOP WITH THE PUPPY MILL PROJECT, TEACHING PARTICIPANTS HOW TO IDENTIFY HUMANE LITERATURE, PROMOTE CRITICAL THINKING, AND ENGAGE STUDENTS IN INQUIRY BASED LEARNING WITH BOTH FICTIONAL AND NON-FICTIONAL TEXTS. WE CONDUCTED A 3 DAY PROFESSIONAL DEVELOPMENT WORKSHOP IN UTAH, HOSTED BY THE OGDEN WEBER HUMANE EDUCATION SOCIETY, FOR K-12 TEACHERS, SCHOOL COUNSELORS AND ADMINISTRATORS. IN MICHIGAN, WE JOINTLY PRESENTED A TEACHER WORKSHOP WITH THE HUMANE SOCIETY OF HURON VALLEY AND THE DETROIT ZOOLOGICAL SOCIETY ON ENHANCING SCIENCE AND LITERACY THROUGH HUMANE EDUCATION. WE ALSO PRESENTED A WORKSHOP ON TEACHING ACTIVIST SKILLS IN UPPER ELEMENTARY AND MIDDLE SCHOOL AT A SOCIAL JUSTICE CONFERENCE CALLED "CRITICAL TEACHING IN ACTION" IN LOS ANGELES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $475,696 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | 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 | MR BRADLEY GOLDBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143810309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 HALSTEAD AVENUE SUITE 301 | AddressLine1Txt |
| City | MAMARONECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10543 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRAD GOLDBERG | ||||||
| CHAIRMAN/TREASURER | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE WHITMAN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LENA TOWNSEND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD GOLD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CANDY UDELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZI OPPENHEIMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUNO SARDA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEENA ALAGAPPAN ESQ | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $99,744 | $0 | $10,053 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $99,744 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,053 | 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 |
| Government Grants | $25,882 | GovernmentGrantsAmt |
| All Other Contributions | $589,735 | AllOtherContributionsAmt |
| Total Contributions | $615,617 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3 | TotalRevenueColumnAmt |
| Exclusion | $3 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $229 | TotalRevenueColumnAmt |
| Exclusion | $229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $229 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $615,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $232 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,797 | TotalAmt |
| Program Services | $83,646 | ProgramServicesAmt |
| Management And General | $15,372 | ManagementAndGeneralAmt |
| Fundraising | $10,779 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,123 | TotalAmt |
| Program Services | $265,973 | ProgramServicesAmt |
| Fundraising | $15,150 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,492 | TotalAmt |
| Program Services | $4,492 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,708 | TotalAmt |
| Program Services | $21,311 | ProgramServicesAmt |
| Fundraising | $397 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,158 | TotalAmt |
| Program Services | $30,194 | ProgramServicesAmt |
| Management And General | $1,349 | ManagementAndGeneralAmt |
| Fundraising | $1,615 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,615 | TotalAmt |
| Management And General | $5,615 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,080 | TotalAmt |
| Program Services | $32,138 | ProgramServicesAmt |
| Management And General | $314 | ManagementAndGeneralAmt |
| Fundraising | $628 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,810 | TotalAmt |
| Management And General | $905 | ManagementAndGeneralAmt |
| Fundraising | $905 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,605 | TotalAmt |
| Program Services | $24,457 | ProgramServicesAmt |
| Management And General | $1,739 | ManagementAndGeneralAmt |
| Fundraising | $3,409 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110 | TotalAmt |
| Program Services | $888 | ProgramServicesAmt |
| Management And General | $111 | ManagementAndGeneralAmt |
| Fundraising | $111 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,571 | TotalAmt |
| Program Services | $2,057 | ProgramServicesAmt |
| Management And General | $257 | ManagementAndGeneralAmt |
| Fundraising | $257 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,378 | TotalAmt |
| Program Services | $3,378 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,954 | TotalAmt |
| Program Services | $6,363 | ProgramServicesAmt |
| Management And General | $795 | ManagementAndGeneralAmt |
| Fundraising | $796 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $910 | $665 | $54 | $191 |
| MEALS | $223 | $134 | $45 | $44 |
| FUNDRAISING | $88 | $88 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,622 | TotalAmt |
| Program Services | $475,696 | ProgramServicesAmt |
| Management And General | $26,556 | ManagementAndGeneralAmt |
| Fundraising | $34,370 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,082 | BOYAmt |
| EOY | $336,836 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,298 | BOYAmt |
| EOY | $11,301 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,868 | BOYAmt |
| EOY | $14,047 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,248 | BOYAmt |
| EOY | $362,184 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,291 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,291 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,957 | BOYAmt |
| EOY | $289,184 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,000 | BOYAmt |
| EOY | $73,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,957 | BOYAmt |
| EOY | $362,184 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,248 | BOYAmt |
| EOY | $362,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $79,227 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $562,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $575,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $556,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $610,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $615,617 | CurrentTaxYearAmt |
| Total | $2,920,138 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $562,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $575,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $556,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $610,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $615,617 | CurrentTaxYearAmt |
| Total | $2,920,138 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $903,736 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,016,402 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3 | CurrentTaxYearAmt |
| Total | $16 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $229 | CurrentTaxYearAmt |
| Total | $229 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,920,383 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $66,561 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 229. | ExplanationTxt |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $499,752 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $502,252 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $100,338 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,085 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $117,719 | CurrentYearMinus3Amt |
| Current Year Minus2 | $106,709 | CurrentYearMinus2Amt |
| Current Year Minus1 | $107,620 | CurrentYearMinus1Amt |
| Current Year | $100,338 | CurrentYearAmt |
| Total | $432,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $648,579 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $4,700 | CurrentYearMinus1Amt |
| Current Year | $2,500 | CurrentYearAmt |
| Total | $7,200 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $29,430 | CurrentYearMinus3Amt |
| Current Year Minus2 | $26,677 | CurrentYearMinus2Amt |
| Current Year Minus1 | $26,905 | CurrentYearMinus1Amt |
| Current Year | $25,085 | CurrentYearAmt |
| Total | $108,097 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $162,146 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $615,849 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $615,849 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $615,849 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $536,622 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $536,622 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $536,622 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HEART IS RECOGNIZED AS TAX EXEMPT PURSUANT TO SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. HEART RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT HEART HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. HEART IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2013. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | HEART IS A NONPROFIT WITH A MISSION TO FOSTER COMPASSION AND RESPECT FOR ALL LIVING BEINGS AND THE ENVIRONMENT BY EDUCATING YOUTH IN HUMANE EDUCATION. WE BELIEVE OUR PROGRAMS GIVE STUDENTS THE TOOLS AND INSPIRATION TO BECOME POSITIVE CHANGE-MAKERS AND HELP CREATE A MORE JUST AND PEACEFUL COMMUNITY AND GREATER WORLD. |
| FORM 990, PART VI, SECTION B, LINE 11B | HUMANE EDUCATION ADVOCATES REACHING TEACHERS HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. ONCE A DRAFT OF THE RETURN IS SUBMITTED BY THE ACCOUNTANTS IT IS REVIEWED BY THE BOARD CHAIR AND THE AUDIT COMMITTEE. THE AUDIT COMMITTEE HAS A TELEPHONE CONFERENCE CALL TO DISCUSS AND APPROVE THE RETURN. THE DRAFT OF THE 990 IS THEN SENT TO THE FULL BOARD FOR THEIR REVIEW. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER AND OFFICER OF HEART, IS REQUIRED TO CONDUCT ALL THE AFFAIRS OF HEART IN THE BEST INTERESTS OF HEART, TO AVOID THE APPEARANCE OF A CONFLICT BETWEEN HIS OR HER PERSONAL INTERESTS AND THE INTERESTS OF HEART AND TO ENSURE THAT HE OR SHE DOES NOT BENEFIT PERSONALLY FROM HIS OR HER POSITION AS A TRUSTEE OR OFFICER. THIS OBLIGATION ALSO REQUIRES THAT THE BOARD OF DIRECTORS BE FULLY INFORMED REGARDING TRANSACTIONS AND ARRANGEMENTS INTO WHICH HEART ENTERS AND WITH RESPECT TO WHICH OFFICERS MAY HAVE AN INTEREST. TO ENSURE FAIRNESS IN THE BOARD'S DECISION-MAKING PROCESSES AND TO PROTECT HEART'S INTERESTS WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF ANY OF ITS TRUSTEES OF OFFICERS THE BOARD OF DIRECTORS HAS ADOPTED A CONFLICTS OF INTEREST POLICY. EACH DIRECTOR AND OFFICER SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTOOD THIS POLICY, AND (C) HAS AGREED TO COMPLY WITH THIS POLICY. UPON THE FIRST KNOWLEDGE BY AN INTERESTED PERSON THAT THE BOARD OR A COMMITTEE THEREOF IS CONSIDERING A TRANSACTION OR ARRANGEMENT WITH AN ENTITY OR INDIVIDUAL WITH WHICH THE INTERESTED PERSON HAS AN INTEREST, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER INTEREST TO THE BOARD OR THE COMMITTEE OF THE BOARD CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE INTEREST, THE INTERESTED PERSON MAY NOT PARTICIPATE IN CONSIDERATION OF THE PROPOSED TRANSACTION OR ARRANGEMENT, SHALL NOT VOTE ON SUCH TRANSACTION OR ARRANGEMENT, AND SHALL NOT BE PRESENT FOR THE CONSIDERATION OF OR VOTE ON SUCH TRANSACTION UNLESS THE BOARD OR COMMITTEE REQUESTS INFORMATION OR INTERPRETATION FROM THE INTERESTED PERSON. THE BOARD OR COMMITTEE SHALL THEN DETERMINE, BY A VOTE SUFFICIENT FOR SUCH PURPOSE WITHOUT COUNTING THE VOTE OF ANY INTERESTED PERSON, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN HEART'S BEST INTERESTS AND IS FAIR AND REASONABLE TO HEART AND SHALL MAKE A DECISION WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN ACCORDANCE WITH SUCH DETERMINATION. IN DETERMINING WHETHER THE TRANSACTION OR ARRANGEMENT IS IN HEART'S BEST INTEREST, HEART SHALL REVIEW AVAILABLE INFORMATION REGARDING THE COST OR BENEFIT OF COMPARABLE TRANSACTIONS OR ARRANGEMENTS, IF ANY. INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING WHICH AUTHORIZES SUCH A TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE BOARD OR THE COMMITTEE CONSIDERING THE INTEREST OF AN INTERESTED PERSON SHALL CONTAIN: - THE NAMES OF THE INTEREST PERSON(S) WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE AN INTEREST, - THE NATURE OF THE INTEREST, - A RECORD OF ANY DETERMINATION AS TO WHETHER A TRANSACTION OR ARRANGEMENT WAS IN THE BEST INTERESTS OF AND FAIR AND REASONABLE TO HEART, NOTWITHSTANDING THE INTEREST, AND THE SPECIFIC REASONS SUPPORTING SUCH DETERMINATION, AND - THE NAMES OF THE PERSONS WHO WERE PRESENT FOR THE DISCUSSIONS ON THE TRANSACTION OR ARRANGEMENT AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CHAIR OF HEART MAKES RECOMMENDATIONS ON THE EXECUTIVE DIRECTOR'S COMPENSATION. A CONFIDENTIAL MEMO IS SENT TO THE AUDIT COMMITTEE AND A PHONE MEETING IS HELD TO DISCUSS THE CHAIR'S RECOMMENDATION. THE RECOMMENDATIONS ARE BASED ON REPORTS ON COMPARABLE COMPENSATION FROM A SPECIAL ANNUAL GUIDESTAR COMPENSATION STUDY. ONCE THE AUDIT COMMITTEE APPROVES THE FINAL SALARY AND BONUS AWARDS AN EXECUTIVE SESSION IS HELD AT THE CONCLUSION OF THE DECEMBER BOARD MEETING DISCUSSING THE RECOMMENDATION FROM THE AUDIT COMMITTEE AND GETTING THE FINAL APPROVAL FROM THE FULL BOARD. THE BOARD APPROVAL OF THE SALARY AND BONUS AWARDS IS DOCUMENTED IN THE MINUTES TO THE EXECUTIVE SESSION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE FORM 990 IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT P.O. BOX 738, MAMARONECK, NY 10543 OR BY CALLING THE ORGANIZATION DIRECTLY AT (914)-381-0309. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. |
| FORM 990, BOX C: | HUMANE EDUCATION ADVOCATES REACHING TEACHERS ALSO CONDUCTS BUSINESS USING THE FOLLOWING D/B/A'S: (1) HEART (2) ANIMALS AWAKENING COMPASSION IN YOUTH |
Comments