HEARTSONG INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEARTSONG INC (EIN 13-3665796)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201421359349307007
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-15T14:26:40-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271728945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1 |
| City | HARRISON | City |
| State | NY | State |
| ZIP Code | 105281633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133665796 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTSONG INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAR | NameControl |
| Phone | 9143585613 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 MARTINE AVE NO 230 | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARION ANDERSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9143585613 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARRETT M HIGGINS | Name |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | Phone |
| Date Prepared | 2014-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | JUDITH MCNATT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 MARTINE AVE NO 230 | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 422935 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HEARTSONG.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 38 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 299400 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 277104 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 153653 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 92309 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11804 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12603 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 464865 | TotalRevenuePriorYear |
| Total Revenue Current Year | 382016 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 110526 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 38398 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 273797 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 266147 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 7000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7621 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 200453 | OtherExpensePriorYear |
| Other Expenses Current Year | 143316 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 584776 | TotalExpensesPriorYear |
| Total Expenses Current Year | 454861 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -119911 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -72845 | RevenuesLessExpensesCY |
| Total Assets BOY | 72410 | TotalAssetsBOY |
| Total Assets EOY | 32544 | TotalAssetsEOY |
| Total Liabilities BOY | 127971 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 160950 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -55561 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -128406 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 328444 | Expense |
| Revenue | 92309 | Revenue |
| Description | CREATIVE ARTS THERAPIES, WHEN USED IN A THERAPEUTIC SETTING, HAVE BEEN SHOWN TO BENEFIT CHILDREN WITH SPECIAL NEEDS BY IMPROVING ATTENTION SPAN, SPEECH AND LANGUAGE DEVELOPMENT, FINE AND GROSS MOTOR SKILLS, SELF-ESTEEM, AND SELF-CONFIDENCE. HEARTSONG'S GROUP FORMAT ALLOWS FOR THE ADDED BENEFIT OF IMPROVING EACH CLIENT'S SOCIAL SKILLS, WHILE REDUCING THE CONSTANT ISOLATION OFTEN FELT BY SO MANY. THIS STRUCTURE IS CONDUCIVE TO THE PARTICIPANTS FORMING BONDS, WHICH IN SOME CASES LEAD TO FIRST FRIENDSHIPS. THROUGH HEARTSONG'S CREATIVE ARTS THERAPY PROGRAMMING, INDIVIDUALS ARE HELPED TO INCREASE:- USE OF VOCALIZED SOUNDS FOR THE PURPOSE OF COMMUNICATION- ABILITY TO MAINTAIN FOCUS ON A GIVEN TASK AND DISPLAY INTEREST IN PEER PARTICIPATION- ABILITY TO CHOOSE TO DEFER GRATIFICATION FOR THE GREATER GOOD- AWARENESS OF THE IMPACT OF ONE'S BEHAVIOR ON OTHERS- AWARENESS OF THE IMPACT OF ONE'S EMOTIONAL SELF-EXPRESSION ON OTHERS- ENGAGEMENT IN RECIPROCAL/COOPERATIVE INTERACTIONS WITH OTHERSHEARTSONG CONTINUES TO REDEFINE AND ADAPT ITS SERVICES TO A RAPIDLY CHANGING GROUP OF PEOPLE. EVERY YEAR, MORE PEOPLE ARE DIAGNOSED AND ARE MORE SEVERELY IMPACTED BY AUTISM SPECTRUM DISORDERS. WE ARE INCORPORATING MORE STRATEGIES SPECIFIC TO THIS POPULATION. DUE TO THE SEVERE NATURE OF MANY PARTICIPANTS, GROUP SIZES HAVE BEEN DECREASED TO BETTER SERVE CLIENTS. HEARTSONGS PROGRAMS AND SERVICES INCLUDE THE FOLLOWING:THE SATURDAY PROGRAM OF CREATIVE ARTS THERAPY: THROUGH THIS CORE PROGRAM, HEARTSONG CURRENTLY PROVIDES CREATIVE ARTS THERAPIES TO 94 CHILDREN, WITH 9 THERAPISTS AND 30 VOLUNTEERS. THE USE OF VOLUNTEERS MAINTAINS THE QUALITY OF THE PROGRAM AND KEEPS CHILD-TO-STAFF RATIOS LOW. THE PROGRAM IS PROVIDED ON A LOW-COST OR NO-COST BASIS; FAMILIES WITH THE GREATEST FINANCIAL NEED RECEIVE HEARTSONG'S SERVICES FREE OF CHARGE.AFTER SCHOOL CREATIVE ARTS AND ENRICHMENT: IN THE 2013-14 PROGRAM YEAR, HEARTSONG EXPANDED ITS SERVICES TO INCLUDE WEEKDAYS, USING THE FSW WHITE PLAINS SITE. IN THIS PROGRAM, SPECIAL NEEDS STUDENTS FROM 12 TO 20 YEARS OF AGE SPEND TIME WITH FRIENDS, TRY NEW ACTIVITIES, AND PURSUE THEIR OWN INTERESTS IN A SAFE AND FRIENDLY ENVIRONMENT. CREATIVE ARTS THERAPIES INCLUDE MUSIC, ART, DANCE, DRAMA AND YOGA. HOMEWORK ASSISTANCE IS ALSO OFFERED. ALL SESSIONS ARE SUPERVISED BY A SPECIAL EDUCATION TEACHER, WITH A CURRICULUM THAT MEETS NEW YORK STATE'S DEPARTMENT OF EDUCATION STANDARDS AND FEATURES A LOW STAFF TO STUDENT RATIO. THE FACILITY IS HANDICAPPED ACCESSIBLE. TRANSPORTATION IS OFFERED FROM THE WHITE PLAINS SCHOOLS TO HEARTSONG'S FACILITY.HEARTSONG ALSO PROVIDES CONTRACTUAL ART AND MUSIC THERAPY SERVICES TO THE BRONXVILLE SCHOOL DISTRICT, CORNERSTONE CHILDRENS CENTER, AND THE FOUNTAINS AT RIVERVUE, REACHING 140 PEOPLE WITH DISABILITIES. CREATIVE ARTS THERAPY IS OFFERED TO ALL THOSE IN NEED, ADULTS AND CHILDREN, REGARDLESS OF AGE. BOTH WEEKDAY AND WEEKEND SESSIONS ARE LED BY PROFESSIONALLY-TRAINED CREATIVE ARTS THERAPISTS, SUPPORTED BY A STRONG CADRE OF QUALIFIED VOLUNTEERS. THERAPY IS OFFERED THROUGH INDIVIDUAL SESSIONS, DYAD SESSIONS, AND FAMILY GROUP THERAPY SESSIONS, AS WELL AS THE TRADITIONAL GROUP THERAPY SETTINGS. IN ADDITION, HEARTSONG OFFERS 4 6 WEEK RECREATIONAL/THERAPY PROGRAMS, SUCH AS CERAMICS, BALLROOM DANCE, SENSORY ART-MAKING, AND KARAOKE. PARENT SUPPORT: PARENTS DO NOT SIMPLY DROP OFF THEIR CHILDREN FOR THE SATURDAY PROGRAM, BUT STAY AT THE TWO SITES FOR PEER SUPPORT AND COMPANIONSHIP. THIS MIGHT INCLUDE EDUCATIONAL SESSIONS ON TOPICS SUCH AS BEHAVIOR MANAGEMENT, GLUTEN-FREE DIETS, LIVING WITH ADOLESCENTS, AND TRUSTS AND ESTATES. STAFF IS AVAILABLE ON SATURDAY MORNINGS TO MEET ONE-ON-ONE WITH PARENTS TO DISCUSS VARIOUS ISSUES, SUCH AS ACCESSING BIG BROTHER BIG SISTER SERVICES, PROVIDING FINANCIAL ASSISTANCE AND INSURANCE, AS WELL AS FINDING HEALTH, EDUCATIONAL, AND SOCIAL WORK RESOURCES. SUMMER PROGRAM: IN JULY 2013, HEARTSONG OFFERED ART AND MUSIC THERAPY TO 50 CHILDREN. CHILDREN IN THE SATURDAY PROGRAM ATTEND THIS SUMMER PROGRAM AS A WAY TO MAINTAIN CONTINUITY AND FUN; THE THERAPEUTIC GOALS ARE SIMILAR TO THOSE IN THE OTHER PROGRAM. OF THE PARTICIPANTS, 17 HAD AN AUTISM SPECTRUM DISORDER. MOMMY & ME: TARGETS CHILDREN WHO ARE UNABLE TO ATTEND THE PROGRAM ON THEIR OWN, WITH PARENTS PLAYING A KEY PART IN THE GROUP THERAPY SESSION. 30 CHILDREN AGES 2-6 IN OUR OWN SITE AND 90 INFANTS & PRE-SCHOOL CHILDREN IN COMMUNITY-BASED PROGRAMS.ONGOING PROFESSIONAL DEVELOPMENT: HEARTSONG OFFERS EDUCATIONAL PROGRAMS TO THE CLINICAL STAFF ON SATURDAYS, AT THE CONCLUSION OF THE ART AND MUSIC SESSIONS. THESE PROGRAMS EMPHASIZE AUTISM SPECTRUM DISORDERS, ESPECIALLY THE SYMPTOMS AND BEHAVIORS THAT RELATE TO SAFETY, AND GENERAL BEHAVIOR MANAGEMENT. THE TRAINING INCLUDES ALL SUPERVISORS, THERAPISTS, VOLUNTEERS, AND ADMINISTRATIVE STAFF. TRAININGS ARE ALSO PROVIDED TO PARENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 38398 | Expense |
| Grants | 38398 | Grants |
| Description | ART AND MUSIC THERAPY ARE NOT USUALLY COVERED BY PRIVATE OR PUBLIC INSURANCE IF PROVIDED OUTSIDE OF AN INSTITUTIONAL SETTING, SUCH AS A REHABILITATION HOSPITAL. HEARTSONG IS COMMITTED TO MAKING ITS PROGRAMS AVAILABLE REGARDLESS OF A FAMILY'S ABILITY TO PAY. THE FEE STRUCTURE ENSURES THAT ALL FAMILIES RECEIVE SOME FINANCIAL ASSISTANCE, FROM PARTIAL TO TOTAL AID. BASED ON INCOME, MORE THAN 40% OF THE CHILDREN SERVED RECEIVED THERAPY AT NO COST TO THEIR FAMILIES THIS PAST YEAR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2375 | Expense |
| Description | HEARTSONG CURRENTLY PARTNERS WITH COMMUNITY-BASED AGENCIES IN THE TRI-STATE AREA TO PROVIDE THE BENEFITS OF MUSIC AND/OR ART THERAPY 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. SINCE ITS INCEPTION, HEARTSONG HAS RECOGNIZED THE NEED FOR THE AVAILABILITY OF CREATIVE ARTS THERAPY SERVICES BEYOND THE CONFINES OF THE HOSPITALS AND CLINICS WHERE THESE PIONEERING THERAPY MODELS WERE FIRST CONCEIVED AND DEVELOPED SOON AFTER THE SECOND WORLD WAR. TODAY, WITH THE CLOSING OF MORE LARGE HOSPITALS AND THE "MAINSTREAMING" OF A GREATER NUMBER CHILDREN WITH SPECIAL NEEDS, COMES A GREATER NEED FOR THE DELIVERY OF SERVICES TO PEOPLE WHERE THEY LIVE, IN THEIR SCHOOLS, AND AT AFTER-SCHOOL PROGRAMS WHERE THEY PLAY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 369217 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 38 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR SHERIDAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9143585613 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 MARTINE AVE SUITE 230 | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SUSAN VARSAMES | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JUDITH MCNATT | ||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| DAVID P KATZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LINDLEY THOMASSET | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL J FORMISANO | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| BRIAN ALLEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHARLENE COYNE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARION ANDERSON | ||||||
| EXECUTIVE DIRECTOR | 24.50 | X | 77109 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 77109 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 65255 | FundraisingEvents |
| Government Grants | 102684 | GovernmentGrants |
| All Other Contributions | 109165 | AllOtherContributions |
| Total Contributions | 277104 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUSIC AND ART THERAPY | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 92309 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92309 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 92309 | TotalProgramServiceRevenue |
| Gross Income Fundraising Events | 53522 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 65255 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 40919 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12603 | TotalRevenueColumn |
| Exclusion | $12,603 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 382016 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92309 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,603 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38398 | Total |
| Program Services | 38398 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78963 | Total |
| Program Services | 55274 | ProgramServices |
| Management And General | 23689 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166909 | Total |
| Program Services | 149461 | ProgramServices |
| Management And General | 17448 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20275 | Total |
| Program Services | 16102 | ProgramServices |
| Management And General | 4173 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158 | Total |
| Management And General | 158 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8500 | Total |
| Management And General | 8500 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Fundraising | 7000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59374 | Total |
| Program Services | 55621 | ProgramServices |
| Management And General | 3753 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621 | Total |
| Fundraising | 621 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25949 | Total |
| Program Services | 18319 | ProgramServices |
| Management And General | 7630 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31965 | Total |
| Program Services | 23624 | ProgramServices |
| Management And General | 8341 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33 | Total |
| Program Services | 33 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1153 | Total |
| Program Services | 807 | ProgramServices |
| Management And General | 346 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504 | Total |
| Program Services | 353 | ProgramServices |
| Management And General | 151 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2280 | Total |
| Program Services | 2280 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9779 | Total |
| Program Services | 6845 | ProgramServices |
| Management And General | 2934 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BAD DEBT | Description |
| Total | 3000 | Total |
| Program Services | 2100 | ProgramServices |
| Management And General | 900 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 454861 | Total |
| Program Services | 369217 | ProgramServices |
| Management And General | 78023 | ManagementAndGeneral |
| Fundraising | 7621 | Fundraising |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64148 | BOY |
| EOY | 20052 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3039 | BOY |
| EOY | 2792 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49685 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 43152 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4452 | BOY |
| EOY | 6533 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 771 | BOY |
| EOY | 3167 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72410 | BOY |
| EOY | 32544 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70136 | BOY |
| EOY | 88903 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 4100 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35000 | BOY |
| EOY | 65500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22735 | BOY |
| EOY | 2447 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127971 | BOY |
| EOY | 160950 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -55561 | BOY |
| EOY | -128406 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -55561 | BOY |
| EOY | -128406 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72410 | BOY |
| EOY | 32544 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -72845 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 490915 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 352633 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 332657 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 299400 | CurrentTaxYearMinus1Year |
| Current Tax Year | 277104 | CurrentTaxYear |
| Total | 1752709 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 490915 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 352633 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 332657 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 299400 | CurrentTaxYearMinus1Year |
| Current Tax Year | 277104 | CurrentTaxYear |
| Total | 1752709 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 55460 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1697249 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1740 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 487 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 120 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8 | CurrentTaxYearMinus1Year |
| Total | 2355 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 8416 | CurrentTaxYearMinus2Years |
| Total | 8416 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1763480 | TotalSupport |
| Gross Receipts From Admissions Etc | 843431 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96240 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.91010 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2010 AMOUNT: $ 8,416. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3361 | OtherCostOrOtherBasis |
| Depreciation | 467 | Depreciation |
| Book Value | 2894 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46324 | OtherCostOrOtherBasis |
| Depreciation | 42685 | Depreciation |
| Book Value | 3639 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6533 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Book Value | 3167 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3167 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH OVERDRAFT | Description |
| Amount | $2,447 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2447 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 367910 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 24292 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 24292 | RevenueNotRptdF990 |
| Revenue Subtotal | 343618 | RevenueSubtotal |
| Other Revenues Not Included | 38398 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 38398 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 382016 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 440755 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 24292 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 24292 | ExpensesNotRptdF990 |
| Expenses Subtotal | 416463 | ExpensesSubtotal |
| Other Expenses Not Included | 38398 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 38398 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 454861 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | 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, 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS NETTED AGAINST REVENUE 38,398. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS NETTED AGAINST REVENUE 38,398. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ART OF GIVING | NameOfEvent1 |
| Gross Receipts Event1 | 118777 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 65255 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 53522 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 26350 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 1750 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 12819 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 118777 | GrossReceiptsTotal |
| Charitable Contributions Total | 65255 | CharitableContributionsTotal |
| Gross Revenue Total Events | 53522 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 26350 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 1750 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 12819 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 40919 | DirectExpenseSummaryEvents |
| Net Income Summary | 12603 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 32 | NumberOfRecipients |
| Amount Of Cash Grant | 38398 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: HEARTSONG IS COMMITTED TO MAKING ITS PROGRAMS AVAILABLE REGARDLESS OF A FAMILY'S ABILITY TO PAY. THE FEE STRUCTURE ENSURES THAT ALL FAMILIES RECEIVE SOME FINANCIAL ASSISTANCE, FROM PARTIAL TO TOTAL AID. IN ORDER TO RECEIVE AID, EACH FAMILY MUST SUBMIT THEIR MOST RECENT INCOME TAX RETURN. SCHOLARSHIPS ARE DETERMINED BASE ON THE CLIENT'S ADJUSTED GROSS INCOME AND A SCHOLARSHIP SCALE APPROVED BY THE BOARD OF DIRECTORS. FEE SCHEDULE AS BELOW: TIER INCOME YEARLY FEE SEMESTER FEE PER SESSION TIER 1 $0 - $39,999 NO FEE NO FEE NO FEE TIER 2 $40,000-$54,999 $336 $168 $12.00 TIER 3 $55,000-$74,999 $504 $252 $18.00 TIER 4 $75,000-$99,000 $672 $336 $24.00 TIER 5 $100,000-$149,999 $840 $420 $30.00 TIER 6 $150,000-$199,999 $504 $504 $36.00 TIER 7 $200,000 PLUS $1,344 $672 $48.00 WE ESTIMATE THE COST PER CHILD FOR 28 WEEKS OF MUSIC OR ART THERAPY TO BE ABOUT $2,000. BASED ON THE ABOVE SCALE, NO FAMILY PAYS MORE THAN $1,200. IN ORDER TO MONITOR THE USE OF THE FUNDS, THE ORGANIZATION OFFERS THE INDIVIDUALS WHO ARE ELIGIBLE FOR THE AID THE REDUCED FEE RATE. THIS ENSURES THAT THE AID IS USED FOR THE PROGRAMS THE CHILD IS ATTENDING AT HEARTSONG. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARION ANDERSON | NamePerson |
| Relationship With Organization | EXECUTIVE DIRECTOR | RelationshipWithOrganization |
| Purpose Of Loan | FUND ORGANIZATION'S OPERATIONS | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $35,000 | OriginalPrincipalAmount |
| Balance Due | 65500 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 65500 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 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 SUPPORTING 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 A, LINE 3 | HEARTSONG, INC. OUTSOURCES ITS ACCOUNTING, IT AND HR SERVICES TO FAMILY SERVICES OF WESTCHESTER, INC., ("FSW"). THESE SERVICES INCLUDE PREPARATION OF FINANCIAL STATEMENTS, ANNUAL BUDGETS, PAYROLL, BENEFITS ADMINISTRATION, NEW HIRE PROCESSING, AND SETUP/MAINTENANCE OF IT NETWORK. FSW WAS PAID $25,660 FOR THESE SERVICES. NO INDIVIDUAL LISTED IN PART VII OF THE RETURN WAS PAID BY FSW. IN ADDITION, THIS AGREEMENT WAS TERMINATED AT THE END OF THE FISCAL YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 11 | HEARTSONG, INC. 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. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. 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 | 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 PERCENTAGE 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, APPOINT A DISINTERESTED PERSON OR COMMITTEE OF DISINTERESTED PERSONS TO INVESTIGATE ALTERNATIVES TO THE PROPOSED 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 III 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 OPPORTUNITY 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 ALLEGED 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 FINANCIAL 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 APPROVED 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 COMPARABILITY 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 TRANSACTIONS 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 HEARTSONG OR AN ENTITY CONTROLLED BY HEARTSONG SHALL SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (I) HAS RECEIVED A COPY OF HEARTSONG'S POLICY AND PROCEDURE ON CONFLICT OF INTEREST; (II) HAS READ AND UNDERSTANDS THE POLICY AND PROCEDURES; (III) HAS AGREED TO COMPLY WITH THE 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 B, LINE 15A | THE SALARY OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD AT HER HIRE DATE IN FEBRUARY 2008. IN THE FALL OF 2008, THE EXECUTIVE DIRECTOR'S SALARY WAS CUT BY 15% DUE TO ECONOMIC CONDITIONS. IN HER EMPLOYMENT CONTRACT IT STATES THAT THERE COULD BE THE POSSIBILITY OF A BONUS PAID BASED ON PERFORMANCE, BUT IT WAS DEPENDENT ON THE FINANCIAL CONDITION OF THE ORGANIZATION AT THAT TIME. THE EXECUTIVE COMMITTEE CONSULTED WITH THE ADVISORY BOARD ON INCENTIVE BONUSES FOR EXECUTIVE DIRECTORS AT COMPARABLE ORGANIZATIONS. IN ADDITION, THE COMMITTEE REVIEWED OTHER FORM 990'S FROM SIMILAR ORGANIZATIONS, AND COMPENSATION STUDIES DONE BY OTHER ORGANIZATIONS (SUCH AS CHARITY NAVIGATOR, GUIDESTAR, ETC). BASED ON THE BOARD'S REVIEW, THE BOARD APPROVED A BONUS OF $10,000 IN ADDITION TO THE EXECUTIVE DIRECTOR'S ANNUAL SALARY. THE APPROVAL WAS DOCUMENTED IN THE MINUTES TO THE EXECUTIVE COMMITTEE MEETING. AT THE SUBSEQUENT BOARD MEETING, THE BONUS RECOMMENDATION WAS MADE TO THE FULL BOARD BY THE EXECUTIVE COMMITTEE. IT WAS APPROVED AND DOCUMENTED IN THE MINUTES TO THAT BOARD MEETING. | |
| 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 BY POSTING IT ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, FORM 1023, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. | |
| OTHER FEES | FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 55,621. MANAGEMENT AND GENERAL EXPENSES 3,753. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,374. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
Comments