2016-10-17T15:57:30-05:00 2015-12-31 030276150 SULLIVAN POWERS & COMPANY 77 BARRE ST PO BOX 947 MONTPELIER VT 05601 990 2015-01-01 030370105 HEARTBEET LIFESHARING CORPORATION HEAR 8024723285 218 TOWN FARM ROAD HARDWICK VT 05853 JONATHAN GILBERT FINANCE DIRECTOR 8024723285 2016-10-10 1 WENDY C GILWEE CPA P00450631 8022232352 2015 2017-02-10 21:41:12Z HANNAH SCHWARTZ 218 TOWN FARM ROAD HARDWICK VT 05853 1348265 0 X HEARTBEET.ORG X 2001 VT HEARTBEET IS A VIBRANT LIFESHARING COMMUNITY THAT INCLUDES ADULTS WITH DEVELOPMENTAL DISABILITIES AND INTERWEAVES THE SOCIAL AND AGRICULTURAL REALMS FOR THE HEALING AND RENEWING OF OUR SOCIETY AND THE EARTH. COMMUNITY MEMBERS LIVE AND WORK TOGETHER, IN BEAUTIFUL EXTENDED FAMILY HOUSEHOLDS, FORMING A MUTUALLY SUPPORTIVE ENVIRONMENT THAT ENABLES EACH INDIVIDUAL TO DISCOVER AND DEVELOP HIS OR HER UNIQUE ABILITIES AND POTENTIAL.IN HEARTBEET WE STRIVE TO MANIFEST WHAT ARE CALLED THE THREE ESSENTIALS OF CAMPHILL. THESE CAN BE FORMULATED IN DIFFERENT WAYS, BUT HERE IS ONE SIMPLE TRIAD. THE FIRST ESSENTIAL IS OUR STRIVING ALWAYS TO RECOGNIZE AND RESPECT THE HIGHER BEING OR DIVINE ESSENCE OF EVERY INDIVIDUAL, REGARDLESS OF OUTER APPEARANCE OR ABILITIES. THE SECOND IS THAT MANY OF US FOLLOW A CONSCIOUS INNER PATH OF SELF DEVELOPMENT INTEGRATED WITH OUR OUTER WORK. THE THIRD IS THE CREATION OF COMMUNITY ECONOMIC AND SOCIAL STRUCTURES THAT REFLECT AND, WE HOPE, FOSTER, GENUINE BROTHERHOOD 14 10 25 10 0 0 473974 443674 875271 892891 2524 5266 1567 4434 1353336 1346265 0 0 0 0 287698 364581 0 0 65370 545215 534342 832913 898923 520423 447342 3631413 4463577 448013 832835 3183400 3630742 X HEARTBEET IS A VIBRANT LIFESHARING COMMUNITY THAT INCLUDES ADULTS WITH DEVELOPMENTAL DISABILITIES AND INTERWEAVES THE SOCIAL AND AGRICULTURAL REALMS FOR THE HEALING AND RENEWING OF OUR SOCIETY AND THE EARTH. COMMUNITY MEMBERS LIVE AND WORK TOGETHER, IN BEAUTIFUL EXTENDED FAMILY HOUSEHOLDS, FORMING A MUTUALLY SUPPORTIVE ENVIRONMENT THAT ENABLES EACH INDIVIDUAL TO DISCOVER AND DEVELOP HIS OR HER UNIQUE ABILITIES AND POTENTIAL.IN HEARTBEET WE STRIVE TO MANIFEST WHAT ARE CALLED THE THREE ESSENTIALS OF CAMPHILL. THESE CAN BE FORMULATED IN DIFFERENT WAYS, BUT HERE IS ONE SIMPLE TRIAD. THE FIRST ESSENTIAL IS OUR STRIVING ALWAYS TO RECOGNIZE AND RESPECT THE HIGHER BEING OR DIVINE ESSENCE OF EVERY INDIVIDUAL, REGARDLESS OF OUTER APPEARANCE OR ABILITIES. THE SECOND IS THAT MANY OF US FOLLOW A CONSCIOUS INNER PATH OF SELF DEVELOPMENT INTEGRATED WITH OUR OUTER WORK. THE THIRD IS THE CREATION OF COMMUNITY ECONOMIC AND SOCIAL STRUCTURES THAT REFLECT AND, WE HOPE, FOSTER, GENUINE BROTHERHOOD 0 0 680746 899325 HEARTBEET LIFESHARING IS A COMMUNITY OF PEOPLE WHICH INCLUDE ADULTS WITH DISABILITIES LIVING AND SHARING THEIR LIVES TOGETHER ON A FARM SETTING. HEARTBEET USES DAILY LIFE AS AN OPPORTUNITY FOR VARIOUS FORMS OF THERAPY. 680746 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 25 1 0 0 0 0 0 0 0 0 0 0 X 14 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X RONALD SANCHEZ 8024723285 218 TOWN FARM ROAD HARDWICK VT 05843 WARREN GLEICHER PRESIDENT/VICE PRESIDENT 1.00 X X 0 0 0 HANNAH SCHWARTZ EXECUTIVE DIRECTOR/TRUSTEE 40.00 X X 32636 0 4029 JONATHAN GILBERT FINANCE DIRECTOR/TRUSTEE 40.00 X X 33812 0 4029 ANNIE JACKSON TRUSTEE 1.00 X 0 0 0 RONALD SANCHEZ TRUSTEE 25.00 X 18396 0 7329 MATEO KEHLER TRUSTEE 1.00 X 0 0 0 JERRY SCHWARTZ TRUSTEE 1.00 X 0 0 0 SUSAN GILBERG TRUSTEE 1.00 X 0 0 0 JOSHUA CARPENTER VICE PRESIDENT 1.00 X X 0 0 0 AMY GLEICHER TRUSTEE 1.00 X 0 0 0 ERIC TIDBLOM TRUSTEE 40.00 X 26574 0 9529 KRISTINA MICHELSEN TRUSTEE 1.00 X 0 0 0 ROGER BEGELMAN TREASURER 1.00 X X 0 0 0 PATRICK MCCARTHY SECRETARY 1.00 X X 0 0 0 111418 0 24916 0 0 0 0 0 21837 421837 20072 443674 RESIDENTIAL CARE 623990 881367 881367 FARM INCOME 110000 6927 6927 CRAFT INCOME 900099 4597 4597 892891 2966 2966 2300 0 2300 2300 2300 0 21837 2000 -2000 -2000 LOGGING INCOME 900099 6434 6434 6434 1346265 899325 0 3266 X 120218 65817 38083 16318 210859 157647 26606 26606 5500 2789 809 1902 28004 18825 5449 3730 20519 20519 13392 13392 16814 16814 21437 21437 205278 200013 5265 10216 10216 80059 77657 2402 32723 6545 26178 AUTO EXPENSES 51591 51591 FARM/GARDEN AND ESTATE/ 39197 39197 STAFF DEVELOPMENT 15637 15637 CULTURAL 15485 15485 11994 5935 6059 898923 680746 152807 65370 94540 196914 909467 1146734 124999 69419 63404 88741 19380 13133 3413310 478588 2419623 2934722 13914 3631413 4463577 7710 403155 440303 429680 448013 832835 X 3047952 3560323 135448 70419 3183400 3630742 3631413 4463577 447342 0 X 0 1 X 1 0 X 338106 357982 525369 473974 443674 2139105 338106 357982 525369 473974 443674 2139105 320402 1818703 1354 1481 983 2524 2966 9308 5071 4985 1567 6434 18057 2166470 3883731 0.83950 0.79670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80000 80000 3035478 318964 2716514 88643 47820 40823 209189 111804 97385 2934722 X 1348265 2000 2000 1346265 0 1346265 900923 2000 2000 898923 0 898923 PART X, LINE 2: THE ORGANIZATION ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION NO. 48, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES." THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF FASB ASC 450, "CONTINGENCIES." ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2015 OR 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 2,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 2,000. MARTHA'S AND ROGER'S PARTY 19005 19005 500 FRIENDS & FAMILY DAY 2832 2832 1500 21837 21837 2000 2000 -2000 FORM 990, PART VI, SECTION A, LINE 2 JONATHAN GILBERT AND HANNAH SCHWARTZ ARE HUSBAND AND WIFE. WARREN GLEICHER AND AMY GLEICHER ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE WILL REVIEW THE 990 AND THEN SEND OUT A COPY TO ALL BOARD MEMBERS VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD APPROVED A CONFLICT OF INTEREST POLICY EFFECTIVE OCTOBER 26, 2012. ALL EMPLOYEES, MANAGEMENT AND THE BOARD OF TRUSTEES ARE REQUIRED AT ANY POINT IN TIME TO COMMUNICATE A CONFLICT OF INTEREST (FAMILY/BUSINESS RELATIONSHIP) TO THE BOARD. THE BOARD WILL REVIEW THE POTENTIAL CONFLICT AND DETERMINE IF MATERIAL. IF THE RELATIONSHIP FALLS AMOUNG THE BOARD AND IS CONSIDERED MATERIAL, THEN THE TRUSTEE WITH THE CONFLICT WILL NOT BE ALLOWED TO VOTE IN REGARDS TO THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR'S COMPENSATION ARE ESTABLISHED WHEN DEVELOPING THE BUDGET. AT TIME OF BUDGET APPROVAL OF THE FINANCE COMMITTEE AND ENTIRE BOARD THE SALARIES ARE APPROVED. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 AND FORM 1023 ARE MADE AVAILABLE UPON EACH INDIVIDUAL REQUEST THAT IS RECEIVED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON EACH INDIVIDUAL REQUEST. FORM 990, PART IX, LINE 24E OTHER: PROGRAM SERVICE EXPENSES 4,345. MANAGEMENT AND GENERAL EXPENSES 6,059. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,404. CRAFT SUPPLIES: PROGRAM SERVICE EXPENSES 1,590. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,590.