2014-04-04T14:28:58-05:00 2013-12-31 271728945 O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2013-01-01 412055310 HUMANE EDUCATION ADVOCATES REACHING TEACHERS (HEART) HUMA 9143810309 PO BOX 738 MAMARONECK NY 10543 BRAD GOLDBERG CHAIRMAN/TREASURER 9143810309 2014-04-03 1 GARRETT M HIGGINS P00543209 9143818900 2014-04-03 2013 2015-11-30 17:44:51Z BRAD GOLDBERG PO BOX 738 MAMARONECK NY 10543 641607 0 X WWW.TEACHHUMANE.ORG X 2001 NY SEE SCHEDULE O FOR DESCRIPTION OF MOST SIGNIFICANT ACTIVITIES. 8 8 14 35 0 0 562711 575044 0 66561 1 2 0 0 562712 641607 0 18553 0 0 445878 474361 0 0 49837 108805 125212 554683 618126 8029 23481 188230 211711 0 0 188230 211711 X HEART'S MISSION IS TO FOSTER COMPASSION AND RESPECT FOR OTHER HUMAN BEINGS, ANIMALS AND THE ENVIRONMENT BY EDUCATING YOUTH AND TEACHERS IN HUMANE EDUCATION. 0 0 327814 STUDENT PROGRAMS:HEART'S HUMANE LIVING PROGRAM IS A FLEXIBLE HUMANE EDUCATION CURRICULUM THAT 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 THE DIFFERENT SCHOOLS AND STUDENT POPULATIONS. IN 2013, HEART REACHED MORE THAN 5,500 STUDENTS IN THE NEW YORK CITY, CHICAGO, INDIANAPOLIS AND PORTLAND OREGON AREAS. WE OFFERED MULTI-LESSON IN-CLASS PROGRAMS AT OVER 50 PUBLIC SCHOOLS. WE ALSO FACILITATED SEVERAL EXPERIENTIAL LEARNING PROJECTS, WHERE STUDENTS PUT THEIR VALUES INTO ACTION THROUGH OUR SERVICE LEARNING CURRICULUM CONDUCTED IN BOTH SCHOOL-BASED AND AFTER-SCHOOL PROGRAMS IN PARTNERSHIP WITH VARIOUS ORGANIZATIONS. IN ADDITION, WE CONDUCTED TWO OF OUR OWN CUSTOMIZED SUMMER CAMPS: A 4-WEEK "HAVE A HEART" CAMP, IN PARTNERSHIP WITH THE HUNTS POINT ALLIANCE FOR CHILDREN, IN THE BRONX; AND A 2-WEEK "HUMANE HEROES" CAMP IN PARTNERSHIP WITH THE CHICAGO ANTI-CRUELTY SOCIETY. WE ALSO OFFERED SUMMER PROGRAMMING FOR CHILDREN AT THE SHIRLEY-MASTIC YMCA IN LONG ISLAND. 92962 TEACHER TRAINING AND PROFESSIONAL DEVELOPMENT:OVER THE PAST YEAR, HEART REACHED COUNTLESS TEACHERS AND FUTURE EDUCATORS THROUGH NUMEROUS WORKSHOPS FOR EDUCATORS, LAWYERS, STUDENTS, ACTIVISTS, AND CONCERNED CITIZENS. IN CONJUNCTION WITH THE UNITED FEDERATION OF TEACHERS' HUMANE EDUCATION COMMITTEE AND THE ASPCA, HEART OFFERED A CREDIT-BEARING 36-HOUR HUMANE EDUCATION PROFESSIONAL DEVELOPMENT COURSE FOR SCHOOLTEACHERS THROUGH THE NYC DOE THAT QUALIFIED THEM TOWARD A SALARY DIFFERENTIAL. THIS COURSE HAD THE RIGOR OF A GRADUATE LEVEL COURSE AND WAS VERY WELL RECEIVED. WE ALSO PRESENTED WORKSHOPS COVERING A RANGE OF HUMAN, ANIMAL AND ENVIRONMENTAL ISSUES AT THE ASSOCIATION OF PROFESSIONAL HUMANE EDUCATORS CONFERENCE IN DETROIT AND AT A HUMANE EDUCATION CONFERENCE WE CO-SPONSORED ENTITLED "EDUCATING FOR A JUST, PEACEFUL AND SUSTAINABLE FUTURE," WHICH WAS HELD AT NEW YORK UNIVERSITY. WE EXPANDED OUR PUBLIC SERVICE PROJECT WITH THE AMERICAN BAR ASSOCIATION TO LAWRENCE KS AND CHAPEL HILL NC TO TRAIN VOLUNTEER ATTORNEYS AND LAW STUDENTS TO TEACH A 4-LESSON HUMANE EDUCATION PROGRAM TO LOCAL 4TH AND 5TH GRADE STUDENTS. WE ALSO OFFERED SIMILAR WORKSHOPS FOR ANIMAL ACTIVISTS AND CONCERNED CITIZENS, TRAINING THEM TO TEACH HUMANE EDUCATION ON A VOLUNTARY BASIS AT SCHOOLS AS WELL AS IN SETTINGS LIKE LIBRARIES AND COMMUNITY CENTERS. 68499 RESOURCE AND CURRICULUM DEVELOPMENT:HEART WORKED ON DEVELOPING NUMEROUS RESOURCES IN THE PAST YEAR. WE CREATED AN EXTENSIVE RESOURCE GUIDE OF 40 LESSONS AND ACTIVITIES FOR BOTH SEASONED AND LESS EXPERIENCED EDUCATORS TO IMPLEMENT IN K-12 PROGRAMS IN SCHOOLS AND NON-TRADITIONAL VENUES. IN ADDITION, WE ALIGNED NUMEROUS LESSONS TO THE COMMON CORE STATE STANDARDS, MAKING OUR LESSONS EVEN MORE APPEALING TO SCHOOLS SINCE WE CAN ASSIST THEM IN SATISFYING REQUIRED LEARNING STANDARDS THROUGH OUR HUMANE EDUCATION LESSONS. WE ALSO PROVIDED SPECIALIZED CURRICULUM DEVELOPMENT FOR SCHOOLS AND NON-PROFIT AGENCIES TO EXPAND THE HUMANE LIVING PROGRAM TO MEET SPECIFIC NEEDS. FOR EXAMPLE, WE PREPARED A HUMANE EDUCATION CURRICULUM FOR DARWIN ANIMAL DOCTORS THAT WAS PILOTED ON THE GALAPAGOS ISLANDS AND WE WORKED WITH ANIMAL HAVEN SHELTER TO OFFER AN AFTER SCHOOL SERVICE-ORIENTED WORKSHOP SERIES FOR 5-8 YEAR OLDS. FINALLY, WE ALSO STARTED DEVELOPING OUR OWN SERIES OF VIDEOS ON COMPANION ANIMALS, TO COMPLEMENT OUR CLASSROOM LESSONS, AND EXPANDED OUR LIBRARY OF HEART VIDEO TUTORIALS SHOWING EDUCATORS HOW TO CONDUCT MEANINGFUL PROJECT-BASED HUMANE EDUCATION ACTIVITIES WITH YOUTH. 40579 18553 66561 PRESENTED BY HUMANE EDUCATION ADVOCATES REACHING TEACHERS (HEART), THE INSTITUTE FOR HUMANE EDUCATION (IHE) AND JANE GOODALL'S ROOTS & SHOOTS, THIS CONFERENCE FEATURED A DYNAMIC PROGRAM OF SPEAKERS INCLUDING JANE GOODALL, DBE, UN MESSENGER OF PEACE AND FOUNDER OF THE JANE GOODALL INSTITUTE; ARUN GANDHI, GRANDSON OF MAHATMA GANDHI AND FOUNDER OF THE GANDHI WORLDWIDE EDUCATION INSTITUTE; ZOE WEIL, PRESIDENT OF THE INSTITUTE FOR HUMANE EDUCATION; AND MANY OTHER ACCLAIMED SPEAKERS. THE CONFERENCE ALSO INCLUDED APPLIED HUMANE EDUCATION WORKSHOPS AND A PARADE IN HONOR OF THE UN INTERNATIONAL DAY OF PEACE, WHEN THE UNITED NATIONS CALLED UPON ALL NATIONS AND PEOPLE TO CEASE HOSTILITIES FOR 24 HOURS AND TO OFFER EDUCATION AND PUBLIC AWARENESS ABOUT ISSUES RELATED TO PEACEMAKING. THE THEME FOR THIS YEAR'S OBSERVANCE WAS "EDUCATION FOR PEACE." OUR HUMANE EDUCATION CONFERENCE OFFERED INFORMATION, TOOLS AND MOTIVATION TO PEOPLE WISHING TO HELP BUILD A PEACEFUL WORLD FOR ALL PEOPLE AND ALL SPECIES THROUGH EDUCATION. 40579 18553 66561 529854 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 1 4 0 14 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT IL NY OR X X MR BRADLEY GOLDBERG 9143810309 141 HALSTEAD AVENUE SUITE 301 MAMARONECK NY 10543 BRAD GOLDBERG CHAIRMAN/TREASURER 20.00 X X 0 0 0 ASHLEY CRAIG DIRECTOR 1.00 X 0 0 0 ROSEMARY LEE DIRECTOR 1.00 X 0 0 0 SHERYL PIPE SECRETARY 1.00 X X 0 0 0 LENA TOWNSEND DIRECTOR 1.00 X 0 0 0 ZOE WEIL DIRECTOR 1.00 X 0 0 0 STEVE WHITMAN DIRECTOR 1.00 X 0 0 0 RICHARD GOLD DIRECTOR 1.00 X 0 0 0 MEENA ALAGAPPAN ESQ EXECUTIVE DIRECTOR 40.00 X 89609 0 4228 89609 0 4228 0 0 0 0 0 17926 557118 575044 HUMANE EDU. CONFERENCE 900099 66561 66561 66561 2 2 641607 66561 0 2 18553 18553 93837 70378 14075 9384 313365 292155 2930 18280 3718 2788 558 372 27601 20701 4140 2760 35840 26126 6009 3705 4450 4450 975 195 390 390 2298 1149 1149 41494 37723 1270 2501 3041 2415 305 321 9544 7635 954 955 9925 9559 122 244 38733 38733 5786 2893 2083 810 FUNDRAISING 8966 8966 618126 529854 38435 49837 178067 199537 2553 6879 7610 5295 188230 211711 0 0 X 117530 170711 70700 41000 188230 211711 188230 211711 23481 0 X X 0 1 X 0 0 X 336738 424085 506213 562711 575044 2404791 336738 424085 506213 562711 575044 2404791 825452 1579339 25 1 2 28 8057 8057 2412876 66561 0.65450 0.63540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2009 AMOUNT: $ 8,057. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74510 91651 166161 249242 1520 1200 2720 18628 22913 41541 62312 0 X 584321 0 584321 57286 57286 641607 560840 0 560840 57286 57286 618126 PART X, LINE 2: 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, 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONFERENCE EXPENSES NETTED AGAINST REVENUE 57,286. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONFERENCE EXPENSES NETTED AGAINST REVENUE 57,286. 1 THE INSTITUTE FOR HUMANE EDUCATION PO BOX 260 SURRY ME 04684 010530866 501(C)3 9276 HUMANE EDUCATION CONFERENCE JANE GOODALL'S ROOTS & SHOOT 4245 FAIRFAX DR STE 600 ARLINGTON VA 22203 942474731 501(C)3 9276 HUMANE EDUCATION CONFERENCE 2 FORM 990, PART I, LINE 1 HEART'S HUMANE EDUCATION PROGRAMS SEEK TO INSTILL COMPASSION AND RESPECT FOR OTHER PEOPLE, ANIMALS AND THE ENVIRONMENT AND PROVIDE STUDENTS THE TOOLS TO MAKE POSITIVE CHANGES. HEART HAS SPECIALLY DESIGNED AGE-APPROPRIATE INSTRUCTIONAL PROGRAMS TAUGHT BY THEIR OWN STAFF OF HUMANE EDUCATION INSTRUCTORS. HUMANE EDUCATION IS REQUIRED BY STATE MANDATE TO BE TAUGHT IN ALL PUBLIC ELEMENTARY SCHOOLS IN NEW YORK WITH A LOSS OF PUBLIC FUNDING IF THE LAW IS NOT ADHERED TO. IN REALITY, FEW TEACHERS OR ADMINISTRATORS ARE EVEN AWARE OF THE LAW AND HEART IS ONE OF THE FEW ORGANIZATIONS PROVIDING CRITICAL HUMANE EDUCATION SERVICES. IN 2013 THERE WAS A CONTINUED FOCUS ON INCORPORATING SERVICE LEARNING INTO ALL ASPECTS OF THE ORGANIZATION'S PROGRAMMING, INCLUDING BOTH THE IN-CLASS PROGRAM AND THE AFTER-SCHOOL AND OUT OF SCHOOL PROGRAMS. IN ADDITION, HEART CONTINUED TO EXPAND AND BROADEN THE PROGRAM TO TRAIN TEACHERS AND OTHER PROFESSIONALS TO TEACH HEART LESSONS IN THEIR OWN SCHOOLS AND OTHER VENUES. HEART ALSO RAN THE HAVE A HEART SUMMER CAMP FOR THE THIRD YEAR IN PARTNERSHIP WITH THE HUNTS POINT ALLIANCE FOR CHILDREN IN THE SOUTH BRONX AND CO-SPONSORED A GROUND BREAKING HUMANE EDUCATION CONFERENCE IN NEW YORK CITY WITH OVER 450 ATTENDEES. HEART CONTINUED TO EXPAND ITS NATIONAL REACH THROUGH ITS OFFICES IN CHICAGO, INDIANAPOLIS AND PORTLAND OREGON. THE GOAL OF THE HEART EXPANSION CITIES IS NOT ONLY TO EXTEND HEART'S CURRICULUM TO THOSE CITIES, BUT ALSO TO HELP FORM A NATIONAL NETWORK THAT CAN INCREASINGLY LEVERAGE THE CURRICULUM THAT NOW INCLUDES OVER 160 LESSONS. FORM 990, PART VI, SECTION B, LINE 11 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. 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 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 15 THE CHAIR OF HEART MAKES RECOMMENDATIONS ON THE EXECUTIVE DIRECTOR'S COMPENSATION. THE CHAIR ALSO MAKES RECOMMENDATIONS ON KEY EMPLOYEE COMPENSATION CHANGES AFTER COLLABORATING WITH THE EXECUTIVE DIRECTOR. THE TOP MANAGEMENT POSITIONS INCLUDED IN THIS REVIEW ARE THE DIRECTORS OF HEART'S CITY CHAPTERS AND THE HEART PROGRAM COORDINATOR POSITION. A CONFIDENTIAL MEMO IS PROVIDED TO THE BOARD IN ADVANCE OF THE FOURTH QUARTER BOARD MEETING WITH THESE RECOMMENDATIONS. THE RECOMMENDATIONS INCLUDE BOTH SALARY CHANGES AND BONUS AWARDS. THE RECOMMENDATIONS ARE BASED ON REPORTS ON COMPARABLE COMPENSATION FROM A GUIDESTAR COMPENSATION STUDY. AN EXECUTIVE SESSION AT THE FOURTH QUARTER BOARD MEETING IS HELD TO DISCUSS THESE COMPENSATION CHANGES. 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 BY POSTING IT 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 BOARD CHAIR AND TREASURER ASSUME RESPONSIBILITY FOR THE SELECTION OF INDEPENDENT ACCOUNTANT AND OVERSEE THE AUDIT.