Civic Intelligence

Heart Share Wellness Ltd.

990 • Fiscal year 2012 • EIN 11-3538646

Jul 01, 2011 to Jun 30, 2012 • Filed on May 03, 2013

Organization ProfileWWW.HEARTSHAREWELLNESS.ORG
177 Livingston Street11201
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.25x

Higher debt load relative to assets than 59% of similar nonprofits.

2012 filings • NTEE E • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

89th percentile

44%

Faster asset growth than 89% of similar nonprofits.

2012 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$3,404,407

Up $1,036,167 (+44%) from 2011

Net Assets

Up

$2,554,935

Up $1,238,914 (+94%) from 2011

Liabilities

Down

$849,472

Down $202,747 (-19%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,749,840

Up $477,312 (+15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $1,256,768Liabilities 2010: $1,470,651Net Assets 2010: -$213,8832010Assets 2011: $2,368,240Liabilities 2011: $1,052,219Net Assets 2011: $1,316,0212011Assets 2012: $3,404,407Liabilities 2012: $849,472Net Assets 2012: $2,554,9352012Assets 2013: $4,325,878Liabilities 2013: $2,489,529Net Assets 2013: $1,836,3492013Assets 2014: $4,576,176Liabilities 2014: $2,238,052Net Assets 2014: $2,338,1242014Assets 2015: $4,712,455Liabilities 2015: $1,613,246Net Assets 2015: $3,099,2092015Assets 2016: $3,999,488Liabilities 2016: $792,960Net Assets 2016: $3,206,5282016Assets 2017: $5,278,652Liabilities 2017: $1,095,892Net Assets 2017: $4,182,7602017Assets 2018: $5,484,782Liabilities 2018: $473,605Net Assets 2018: $5,011,1772018Assets 2019: $5,693,349Liabilities 2019: $446,864Net Assets 2019: $5,246,4852019Assets 2020: $5,925,935Liabilities 2020: $372,244Net Assets 2020: $5,553,6912020Assets 2021: $6,981,265Liabilities 2021: $4,246,252Net Assets 2021: $2,735,0132021Assets 2022: $6,442,230Liabilities 2022: $3,627,543Net Assets 2022: $2,814,6872022Assets 2023: $4,986,191Liabilities 2023: $3,324,046Net Assets 2023: $1,662,1452023Assets 2024: $4,766,993Liabilities 2024: $2,877,257Net Assets 2024: $1,889,7362024

Highlighted filing

2012

Assets$3,404,407
Liabilities$849,472
Net Assets$2,554,935
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,941,9512010Expenses 2011: $3,272,5282011Expenses 2012: $3,749,8402012Revenue 2013: $2,908,180Expenses 2013: $3,626,766Net Income 2013: -$718,5862013Revenue 2014: $5,696,184Expenses 2014: $5,194,409Net Income 2014: $501,7752014Revenue 2015: $6,171,559Expenses 2015: $5,410,474Net Income 2015: $761,0852015Revenue 2016: $6,256,502Expenses 2016: $6,149,183Net Income 2016: $107,3192016Revenue 2017: $5,187,806Expenses 2017: $4,211,574Net Income 2017: $976,2322017Revenue 2018: $4,533,246Expenses 2018: $3,704,829Net Income 2018: $828,4172018Revenue 2019: $3,608,585Expenses 2019: $3,373,277Net Income 2019: $235,3082019Revenue 2020: $1,547,074Expenses 2020: $1,239,868Net Income 2020: $307,2062020Revenue 2021: $477,914Expenses 2021: $796,592Net Income 2021: -$318,6782021Revenue 2022: $1,027,874Expenses 2022: $948,200Net Income 2022: $79,6742022Revenue 2023: $903,950Expenses 2023: $2,056,492Net Income 2023: -$1,152,5422023Revenue 2024: $1,410,433Expenses 2024: $1,182,842Net Income 2024: $227,5912024

Highlighted filing

2012

Revenue-
Expenses$3,749,840
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 3, 2013
Return Version
2011v1.5
Gross Receipts
$4,988,754
Mission and Program Overview

Mission

Heartshare wellness, ltd offers both long-term therapy services (article 16 clinic) designed to meet the health care needs of individuals with intellectual and developmental disabilities (i/dd), and also provides targeted case management services for those with two or more chronic health conditions, including hiv/aids, in order to enhance their overall quality of life.

Filing and Contact Details

Filer

EIN
11-3538646
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IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1JON J MICHNOVICZ
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IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0146572
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs160209
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IRS990ScheduleO/GeneralExplanation/Explanation0SINCE OPENING IN JUNE 2000, HEARTSHARE WELLNESS, LTD. HAS PROVIDED HIGH QUALITY HEALTH CARE TO THOUSANDS OF INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. LOCATED IN A BEAUTIFUL, STATE-OF-THE-ART FACILITY IN DOWNTOWN BROOKLYN, HEARTSHARE WELLNESS IS A DIAGNOSTIC AND TREATMENT CENTER THAT OFFERS ITS PATIENTS MEDICAL, SPECIALTY, REHABILITATIVE, COUNSELING, AND EVALUATION SERVICES IN ONE CONVENIENT LOCATION. TOO OFTEN, INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES AND CAREGIVERS HAVE HAD TO MAKE TIME-CONSUMING MULTIPLE TRIPS TO VARIOUS LOCATIONS TO OBTAIN NEEDED HEALTH CARE. HEARTSHARE WELLNESS OFFERS COORDINATED CARE WHERE HIGHLY TRAINED PHYSICIANS AND CLINICIANS VALUE THEIR PATIENTS' TIME AND RECOGNIZE THEIR UNIQUE NEEDS. OUR PHYSICIANS AND CLINICIANS ALSO KEEP THE LINES OF COMMUNICATION OPEN WITH THE FAMILY, SCHOOL AND OTHER CARE PROVIDERS TO ENSURE THE PATIENT'S OVERALL WELL-BEING. NO MATTER WHAT THE LEVEL OF COGNITIVE OR PHYSICAL DISABILITY, AND NO MATTER WHETHER THE INDIVIDUAL IS ABLE TO INDICATE HIS/HER NEEDS INDEPENDENTLY OR REQUIRES ASSISTANCE, THE HEARTSHARE WELLNESS STAFF PROVIDES THE CARE AND ATTENTION THAT FITS THE INDIVIDUAL'S TOTAL NEEDS. THROUGH OUR ARTICLE 16 CLINIC, HEARTSHARE WELLNESS OFFERS SPEECH, OCCUPATIONAL AND PHYSICAL THERAPIES, INDIVIDUAL AND GROUP COUNSELING, PSYCHOLOGICAL AND PSYCHOSOCIAL EVALUATIONS, AND SEXUALITY ASSESSMENTS. OUR ARTICLE 28 CLINIC OFFERS INTERNAL MEDICINE, PEDIATRIC, ADOLESCENT AND ADULT PSYCHIATRY, PODIATRY, NEUROLOGY, OPTOMETRY, GYNECOLOGY, AND RESTORATIVE SPEECH, OCCUPATIONAL AND PHYSICAL THERAPIES. WHILE INDEPENDENTLY INCORPORATED, HEARTSHARE WELLNESS IS AFFILIATED WITH HEARTSHARE HUMAN SERVICES OF NEW YORK, MAKING IT PART OF A COMPREHENSIVE NETWORK OF SERVICES THAT ASSIST THOUSANDS OF CHILDREN, YOUTH, ADULTS AND FAMILIES IN NEW YORK CITY ANNUALLY.
IRS990ScheduleO/GeneralExplanation/Explanation1HEARTSHARE WELLNESS PURCHASES CERTAIN ADMINISTRATIVE FUNCTIONS, INCLUDING FISCAL, PAYROLL AND HUMAN RESOURCE SERVICES, FROM HEARTSHARE HUMAN SERVICES OF NEW YORK.
IRS990ScheduleO/GeneralExplanation/Explanation2HEARTSHARE WELLNESS IS A MEMBERSHIP ORGANIZATION WITH THREE MEMBERS: THE CHAIRPERSON OF THE BOARD OF HEARTSHARE HUMAN SERVICES, THE PRESIDENT AND CEO OF HEARTSHARE HUMAN SERVICES, AND ONE OTHER PERSON DESIGNATED BY THE CHAIRPERSON OF HEARTSHARE HUMAN SERVICES. THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE HEARTSHARE WELLNESS BOARD INCLUDING, BUT NOT LIMITED TO, CHANGES IN PHILOSOPHY OR MISSION OF THE CORPORATION, CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS, ELECTION OF THE BOARD OF DIRECTORS, DISSOLVING THE CORPORATION, ETC.
IRS990ScheduleO/GeneralExplanation/Explanation3THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE HEARTSHARE WELLNESS BOARD INCLUDING, BUT NOT LIMITED TO, CHANGES IN PHILOSOPHY OR MISSION OF THE CORPORATION, CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS, ELECTION OF THE BOARD OF DIRECTORS, DISSOLVING THE CORPORATION, ETC.
IRS990ScheduleO/GeneralExplanation/Explanation4THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE HEARTSHARE WELLNESS BOARD INCLUDING, BUT NOT LIMITED TO, CHANGES IN PHILOSOPHY OR MISSION OF THE CORPORATION, CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS, ELECTION OF THE BOARD OF DIRECTORS, DISSOLVING THE CORPORATION, ETC.
IRS990ScheduleO/GeneralExplanation/Explanation5THE FULL BOARD ANNUALLY REVIEWS AND APPROVES HEARTSHARE WELLNESS FORM 990 PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation6HEARTSHARE WELLNESS' CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS, KEY STAFF AND MAJOR INDEPENDENT CONTRACTORS TO COMPLETE AN ANNUAL DISCLOSURE STATEMENT. THE BOARD REVIEWS EACH REPORTED POTENTIAL CONFLICT OF INTEREST AND MAKES A DETERMINATION WHETHER OR NOT A CONFLICT EXISTS. IF A CONFLICT OF INTEREST ARISES, THE MATTER MAY BE REMEDIED VIA RECUSAL OR DISQUALIFICATION OF THE BOARD MEMBER. THIS SIMPLY MEANS THAT THE BOARD MEMBER DOES NOT PARTICIPATE IN THE MATTER THAT POSES THE CONFLICT OF INTEREST. IN THE EVENT OF A VIOLATION OF THE CONFLICT INTEREST POLICY, THE AGENCY RESERVES THE RIGHT TO IMMEDIATELY DISMISS THE EMPLOYEE OR BOARD MEMBER OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation7THE BOARD ANNUALLY REVIEWS AND DOCUMENTS THE EXECUTIVE DIRECTOR AND MEDICAL DIRECTOR'S PERFORMANCE AND SALARY, USING INDEPENDENT SOURCES OF COMPENSATION INFORMATION, INCLUDING FORM 990S FROM COMPARABLE ORGANIZATIONS. THE PROCESS WAS LAST CONDUCTED IN 2011.
IRS990ScheduleO/GeneralExplanation/Explanation8HEARTSHARE WELLNESS' GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE ON ITS WEBSITE.
IRS990ScheduleO/GeneralExplanation/Explanation9IN APRIL 2011, HEARTSHARE WELLNESS AMENDED ITS BY-LAWS TO: (I) CHANGE THE NUMBER AND COMPOSITION OF ITS MEMBERS AS WELL AS THEIR RESERVED POWERS; (II) CHANGE THE COMPOSITION OF THE BOARD, AS WELL AS THE DUTIES AND POWERS OF BOARD MEMBERS; (III) DEFINE THE OFFICERS OF THE BOARD; (IV) CLARIFY MEETING AND NOTICE REQUIREMENTS; (V) DEFINE THE COMMITTEES OF THE BOARD; (VI) INCORPORATE THE CONFLICTS OF INTEREST POLICY; (VII) PROVIDE THAT, UPON DISSOLUTION, ANY REMAINING ASSETS OF THE CORPORATION WILL BE USED FOR CHARITABLE PURPOSES; AND (VIII) INCLUDE TECHNICAL PROVISIONS TO ENSURE COMPLIANCE WITH FEDERAL AND STATE LAWS AND REGULATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation10JON J. MICHNOVICZ HAS 9 HOURS PER WEEK DEVOTED TO HEARTSHARE HUMAN SERVICES, A RELATED ORGANIZATION, IN THE CAPACITY OF AN INDEPENDENT CONTRACTOR PROVIDING CONSULTING SERVICES.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART I, LINE 1
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART VI, SECTION B, LINE 15

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,404,407
Liabilities
$849,472
Net assets
$2,554,935
Revenue
-
Expenses
$3,749,840
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.77$2.88$1.89$1.41$1.18$0.23
2023Detailed filing. Detailed filing data is available for this year.$4.99$3.32$1.66$0.90$2.06$1.15
2022Detailed filing. Detailed filing data is available for this year.$6.44$3.63$2.81$1.03$0.95$0.08
2021Detailed filing. Detailed filing data is available for this year.$6.98$4.25$2.74$0.48$0.80$0.32
2020Detailed filing. Detailed filing data is available for this year.$5.93$0.37$5.55$1.55$1.24$0.31
2019Detailed filing. Detailed filing data is available for this year.$5.69$0.45$5.25$3.61$3.37$0.24
2018Detailed filing. Detailed filing data is available for this year.$5.48$0.47$5.01$4.53$3.70$0.83
2017Detailed filing. Detailed filing data is available for this year.$5.28$1.10$4.18$5.19$4.21$0.98
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.79$3.21$6.26$6.15$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.71$1.61$3.10$6.17$5.41$0.76
2014Detailed filing. Detailed filing data is available for this year.$4.58$2.24$2.34$5.70$5.19$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$2.49$1.84$2.91$3.63$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.85$2.55$3.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$1.05$1.32$3.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$1.47$0.21$2.94