Civic Intelligence

Hearts Connection

990 • Fiscal year 2017 • EIN 77-0490433

Jul 01, 2016 to Jun 30, 2017 • Filed on May 03, 2018

Organization ProfileWWW.HEARTSFRC.ORG
3101 North Sillect Avenue No 115Bakersfield, CA 93308

(661) 328-9055

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$50,957

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-6.8%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.7%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$239,633

Down $17,480 (-6.8%) from 2016

Net Assets

Up

$206,980

Up $7,288 (+3.6%) from 2016

Liabilities

Down

$32,653

Down $24,768 (-43%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin48th percentile

Revenue

Up

$317,771

Up $5,362 (+1.7%) from 2016

Expenses

Down

$310,483

Down $79,458 (-20%) from 2016

Net Income

Up

$7,288

Up $84,820 (+109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $579,757Liabilities 2011: $71,810Net Assets 2011: $507,9472011Assets 2012: $602,024Liabilities 2012: $89,624Net Assets 2012: $512,4002012Assets 2013: $669,872Liabilities 2013: $123,685Net Assets 2013: $546,1872013Assets 2014: $642,095Liabilities 2014: $89,145Net Assets 2014: $552,9502014Assets 2015: $319,777Liabilities 2015: $55,622Net Assets 2015: $264,1552015Assets 2016: $257,113Liabilities 2016: $57,421Net Assets 2016: $199,6922016Assets 2017: $239,633Liabilities 2017: $32,653Net Assets 2017: $206,9802017Assets 2018: $216,442Liabilities 2018: $25,554Net Assets 2018: $190,8882018Assets 2019: $196,991Liabilities 2019: $19,530Net Assets 2019: $177,4612019Assets 2020: $139,048Liabilities 2020: $15,016Net Assets 2020: $124,0322020Assets 2021: $135,100Liabilities 2021: $14,763Net Assets 2021: $120,3372021Assets 2022: $229,170Liabilities 2022: $73,012Net Assets 2022: $156,1582022Assets 2023: $195,455Liabilities 2023: $16,552Net Assets 2023: $178,9032023Assets 2024: $230,930Liabilities 2024: $26,854Net Assets 2024: $204,0762024Assets 2025: $323,047Liabilities 2025: $31,534Net Assets 2025: $291,5132025

Highlighted filing

2017

Assets$239,633
Liabilities$32,653
Net Assets$206,980
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $616,354Expenses 2011: $606,147Net Income 2011: $10,2072011Expenses 2012: $614,6832012Expenses 2013: $624,0592013Revenue 2014: $659,382Expenses 2014: $652,619Net Income 2014: $6,7632014Revenue 2015: $421,089Expenses 2015: $750,461Net Income 2015: -$329,3722015Revenue 2016: $312,409Expenses 2016: $389,941Net Income 2016: -$77,5322016Revenue 2017: $317,771Expenses 2017: $310,483Net Income 2017: $7,2882017Revenue 2018: $282,986Expenses 2018: $299,078Net Income 2018: -$16,0922018Revenue 2019: $219,406Expenses 2019: $232,833Net Income 2019: -$13,4272019Revenue 2020: $174,182Expenses 2020: $232,971Net Income 2020: -$58,7892020Revenue 2021: $217,943Expenses 2021: $221,638Net Income 2021: -$3,6952021Revenue 2022: $337,419Expenses 2022: $301,598Net Income 2022: $35,8212022Revenue 2023: $360,359Expenses 2023: $337,614Net Income 2023: $22,7452023Revenue 2024: $452,822Expenses 2024: $427,649Net Income 2024: $25,1732024Revenue 2025: $583,982Expenses 2025: $496,545Net Income 2025: $87,4372025

Highlighted filing

2017

Revenue$317,771
Expenses$310,483
Net Income$7,288
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 3, 2018
Return Version
2016v3.0
Gross Receipts
$332,451
Mission and Program Overview

Mission

Support for special needs children and their families. H.e.a.r.t.s. Connection provides a family resource center to assist families with children with special needs.

Support for special needs children and their families. H.e.a.r.t.s. Connection provides a family rescource center to assist families with children with special needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$31,060$104,159▲ $73,099
Accounts Receivable$156,132$104,052▼ $52,080
Savings and Temporary Cash Investments$50,071--
Land, Buildings, and Equipment, Net$4,464$12,907▲ $8,443
Prepaid Expenses and Deferred Charges$10,025$10,141▲ $116
Total Assets$257,113$239,633▼ $17,480
Other Assets Total$5,361$8,374▲ $3,013
Liabilities
Accounts Payable and Accrued Expenses$52,060$24,279▼ $27,781
Other Liabilities$5,361$8,374▲ $3,013
Total Liabilities$57,421$32,653▼ $24,768
Net Assets / Fund Balance
Unrestricted Net Assets$199,692$206,980▲ $7,288
Total Net Assets Fund Balance$199,692$206,980▲ $7,288
Total Liabilities and Net Assets / Fund Balance$257,113$239,633▼ $17,480

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,907$78,415$91,322
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan GrahamDirector of OrganizationFT$50,957$50,957

Board Members and Trustees

NameTitle
Kelly LankPresident
Lora ReidVice President
Darcy CottonDirector
Dave TaylorDirector
Debbie ShouletDirector
Matt GjerdeDirector
Sandy Weeks-kirkDirector
Thecia HowlettDirector
Wendy HarnettDirector
Christy ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,613
Program Service Revenue
$292,912
Investment Income
$1,705
Other Revenue
$1,541
All Other Contributions
$13,762
Change in Net Assets
$7,288

Audited Revenue Reconciliation

Revenue per Audited Statements
$332,451
Revenue Not Reported on Financial Statements
$-14,680
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-14,680
Total Revenue per Audited Statements
$332,451
Total Revenue per Form 990
$317,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$172,191
Other Expenses$138,292
Total Fundraising Expense$4,390
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$102,749--$102,749
Occupancy$31,460$24,448-$55,908
Current Officers, Directors, Trustees, and Key Employees$25,821$25,784-$51,605
Fees for Services Other$11,057$11,840-$22,897
Payroll Taxes$14,598$3,239-$17,837
Insurance$62$9,699-$9,761
Fees for Services Legal-$8,620-$8,620
Office Expenses$3,605$329$4,094$8,028
All Other Expenses$1,921$2,901$296$5,118
Fees for Services Accounting-$3,787-$3,787
Depreciation Depletion-$2,560-$2,560
Other Expenses$2,398$89-$2,487
Travel$1,653$97-$1,750
Total Functional Expenses$209,185$96,908$4,390$310,483

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$325,163
Expenses per Audited Statements$310,483
Total Expenses per Form 990$310,483
Expenses Not Reported on Form 990$14,680
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,680
Fundraising Gross Income$8,981
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Buddy Walk$7,174$3,754$5,813$-2,059
Total Events$16,832$8,981$14,680$-5,699
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Restricted Trust$8,374
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is made available to board members upon request.”

Form 990, Part VI, Section B, Line 12C

“The organization has had a written conflict of interest policy incorporated into its bylaws since 2009. This is reviewed regularly to determine if there are any issues.”

Form 990, Part VI, Section B, Line 15

“Management compensation is approved by the board based on the board's discretion.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflicts of interest policy and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Hearts Connection
EIN
77-0490433
Phone
6613289055
Address
3101 NORTH SILLECT AVENUE NO 115, BAKERSFIELD, CA 93308

Signing Officer

Name
Lora Reid
Title
Vice President
Phone
6613289055
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lora Reid
Formed
1997
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
12

Preparer

Firm
Daniells Phillips Vaughan & Bock
Address
300 NEW STINE ROAD, BAKERSFIELD, CA 93309
Preparer
Patrick W Paggi CPA
Phone
6618347411
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Section 1.263(a)-1(f)de minimis safe harbor election for the year ending june 30, 2017 h.e.a.r.t.s. Connection ein 77-0490433 is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service ("irs") and certain state taxing authorities are revisiting what, if any, products and services provided by not-for-profit organizations are subject to unrelated business income tax ("ubit"). There is currently very little guidance in the irs code on what activities should be subject to ubit. The irs has indicated that they are studying the issue and may issue additional guidance. As a result, at this time there is uncertainty regarding whether the organization should pay income tax on certain types of net taxable income from activities that may be considered by taxing authorities as unrelated to the purpose for which the organization was granted non-taxable status. The organization has not filed any tax returns in the past for potential taxable activities. The taxing authorities have the ability to assess taxes, penalties and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities deemed to be unrelated to the organization's non-taxable status is not expected to have a material effect on the organization's financial position or results of operations.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Special event expense -14,680.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expense 14,680.”

Raw XML AppendixShowing 400 of 481 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt052060
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024279
IRS990/AccountsReceivableGrp/BOYAmt0156132
IRS990/AccountsReceivableGrp/EOYAmt0104052
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT FOR SPECIAL NEEDS CHILDREN AND THEIR FAMILIES. H.E.A.R.T.S. CONNECTION PROVIDES A FAMILY RESCOURCE CENTER TO ASSIST FAMILIES WITH CHILDREN WITH SPECIAL NEEDS.
IRS990/AllOtherContributionsAmt013762
IRS990/AllOtherExpensesGrp/FundraisingAmt0296
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02901
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01921
IRS990/AllOtherExpensesGrp/TotalAmt05118
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN GRAHAM
IRS990/BooksInCareOfDetail/PhoneNum06613289055
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03101 NORTH SILLECT AVENUE NO 115
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093308
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt031060
IRS990/CashNonInterestBearingGrp/EOYAmt0104159
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025784
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt025821
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt051605
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt07851
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021613
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01705
IRS990/CYOtherExpensesAmt0138292
IRS990/CYOtherRevenueAmt01541
IRS990/CYProgramServiceRevenueAmt0292912
IRS990/CYRevenuesLessExpensesAmt07288
IRS990/CYSalariesCompEmpBnftPaidAmt0172191
IRS990/CYTotalExpensesAmt0310483
IRS990/CYTotalFundraisingExpenseAmt04390
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0317771
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02560
IRS990/DepreciationDepletionGrp/TotalAmt02560
IRS990/Desc0H.E.A.R.T.S. CONNECTION IS A PARENT DRIVEN ORGANIZATION FOCUSING ON FAMILY ISSUES OF CHILDREN WITH SPECIAL NEEDS. THE ORGANIZATION'S FAMILY RESOURCE CENTER PROVIDES SUPPORT, MATERIALS AND ASSISTANCE TO FAMILIES OF CHILDREN WITH SPECIAL NEEDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0209185
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03787
IRS990/FeesForServicesAccountingGrp/TotalAmt03787
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08620
IRS990/FeesForServicesLegalGrp/TotalAmt08620
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011840
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt011057
IRS990/FeesForServicesOtherGrp/TotalAmt022897
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0KELLY LANK
IRS990/Form990PartVIISectionAGrp/PersonNm1LORA REID
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBBIE SHOULET
IRS990/Form990PartVIISectionAGrp/PersonNm5SANDY WEEKS-KIRK
IRS990/Form990PartVIISectionAGrp/PersonNm6DARCY COTTON
IRS990/Form990PartVIISectionAGrp/PersonNm7MATT GJERDE
IRS990/Form990PartVIISectionAGrp/PersonNm8WENDY HARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm9THECIA HOWLETT
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN GRAHAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1050957
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF ORGANIZATION
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt07851
IRS990/FundraisingDirectExpensesAmt014680
IRS990/FundraisingGrossIncomeAmt08981
IRS990/GainOrLossGrp/OtherAmt01679
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01679
IRS990/GrossReceiptsAmt0332451
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09699
IRS990/InsuranceGrp/ProgramServicesAmt062
IRS990/InsuranceGrp/TotalAmt09761
IRS990/InvestmentIncomeGrp/ExclusionAmt026
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt078415
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04464
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012907
IRS990/LandBldgEquipCostOrOtherBssAmt091322
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT FOR SPECIAL NEEDS CHILDREN AND THEIR FAMILIES. H.E.A.R.T.S. CONNECTION PROVIDES A FAMILY RESOURCE CENTER TO ASSIST FAMILIES WITH CHILDREN WITH SPECIAL NEEDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0199692
IRS990/NetAssetsOrFundBalancesEOYAmt0206980
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01679
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01679
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5699
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5699
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt024448
IRS990/OccupancyGrp/ProgramServicesAmt031460
IRS990/OccupancyGrp/TotalAmt055908
IRS990/OfficeExpensesGrp/FundraisingAmt04094
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0329
IRS990/OfficeExpensesGrp/ProgramServicesAmt03605
IRS990/OfficeExpensesGrp/TotalAmt08028
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05361
IRS990/OtherAssetsTotalGrp/EOYAmt08374
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0AUTOMOBILE EXPENSE
IRS990/OtherExpensesGrp/Desc1JANITORIAL
IRS990/OtherExpensesGrp/Desc2EQUIPMENT LEASE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0808
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12707
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt289
IRS990/OtherExpensesGrp/ProgramServicesAmt08045
IRS990/OtherExpensesGrp/ProgramServicesAmt14207
IRS990/OtherExpensesGrp/ProgramServicesAmt21609
IRS990/OtherExpensesGrp/ProgramServicesAmt32398
IRS990/OtherExpensesGrp/TotalAmt08045
IRS990/OtherExpensesGrp/TotalAmt15015
IRS990/OtherExpensesGrp/TotalAmt24316
IRS990/OtherExpensesGrp/TotalAmt32487
IRS990/OtherLiabilitiesGrp/BOYAmt05361
IRS990/OtherLiabilitiesGrp/EOYAmt08374
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07240
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07240
IRS990/OtherRevenueTotalAmt07240
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0102749
IRS990/OtherSalariesAndWagesGrp/TotalAmt0102749
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03239
IRS990/PayrollTaxesGrp/ProgramServicesAmt014598
IRS990/PayrollTaxesGrp/TotalAmt017837
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010025
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010141
IRS990/PrincipalOfficerNm0LORA REID
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0FAMILY EMPOWERMENT CEN
IRS990/ProgramServiceRevenueGrp/Desc1FAMILY RESOURCE CENTER
IRS990/ProgramServiceRevenueGrp/Desc2EARLY START PLUS
IRS990/ProgramServiceRevenueGrp/Desc3OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0185007
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt160687
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt241176
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36042
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0185007
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt160687
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt241176
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36042
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018103
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt046
IRS990/PYOtherExpensesAmt0205129
IRS990/PYOtherRevenueAmt022003
IRS990/PYProgramServiceRevenueAmt0272257
IRS990/PYRevenuesLessExpensesAmt0-77532
IRS990/PYSalariesCompEmpBnftPaidAmt0184812
IRS990/PYTotalExpensesAmt0389941
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0312409
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt07288
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0300152
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0314525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0290360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0352764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0639670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0636553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02233872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0187
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0302
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0699
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0310970
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02600
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02600
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99660
IRS990ScheduleA/PublicSupportTotal170Amt02233872
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0314525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0290360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0352764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0639670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0636553
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02233872
IRS990ScheduleA/TotalSupportAmt02237171
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt012907
IRS990ScheduleD/EquipmentGrp/DepreciationAmt078415
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt091322
IRS990ScheduleD/ExpensesNotReportedAmt014680
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0310483
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt014680
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08374
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESTRICTED TRUST
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-14680
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-14680
IRS990ScheduleD/RevenueSubtotalAmt0332451
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE ("IRS") AND CERTAIN STATE TAXING AUTHORITIES ARE REVISITING WHAT, IF ANY, PRODUCTS AND SERVICES PROVIDED BY NOT-FOR-PROFIT ORGANIZATIONS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"). THERE IS CURRENTLY VERY LITTLE GUIDANCE IN THE IRS CODE ON WHAT ACTIVITIES SHOULD BE SUBJECT TO UBIT. THE IRS HAS INDICATED THAT THEY ARE STUDYING THE ISSUE AND MAY ISSUE ADDITIONAL GUIDANCE. AS A RESULT, AT THIS TIME THERE IS UNCERTAINTY REGARDING WHETHER THE ORGANIZATION SHOULD PAY INCOME TAX ON CERTAIN TYPES OF NET TAXABLE INCOME FROM ACTIVITIES THAT MAY BE CONSIDERED BY TAXING AUTHORITIES AS UNRELATED TO THE PURPOSE FOR WHICH THE ORGANIZATION WAS GRANTED NON-TAXABLE STATUS. THE ORGANIZATION HAS NOT FILED ANY TAX RETURNS IN THE PAST FOR POTENTIAL TAXABLE ACTIVITIES. THE TAXING AUTHORITIES HAVE THE ABILITY TO ASSESS TAXES, PENALTIES AND INTEREST FOR ANY YEARS FOR WHICH NO TAX RETURN WAS FILED. IN THE OPINION OF MANAGEMENT, ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING INCOME TAXES ON THE NET TAXABLE INCOME FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE ORGANIZATION'S NON-TAXABLE STATUS IS NOT EXPECTED TO HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT EXPENSE -14,680.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSE 14,680.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012907
IRS990ScheduleD/TotalExpensesPerForm990Amt0310483
IRS990ScheduleD/TotalLiabilityAmt08374
IRS990ScheduleD/TotalRevenuePerForm990Amt0317771
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0332451
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0325163
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt07851
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03420
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt04431
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014680
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BUDDY WALK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08981
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5699
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08867
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014680
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05813
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS MADE AVAILABLE TO BOARD MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS HAD A WRITTEN CONFLICT OF INTEREST POLICY INCORPORATED INTO ITS BYLAWS SINCE 2009. THIS IS REVIEWED REGULARLY TO DETERMINE IF THERE ARE ANY ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT COMPENSATION IS APPROVED BY THE BOARD BASED ON THE BOARD'S DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECTION 1.263(A)-1(F)DE MINIMIS SAFE HARBOR ELECTION FOR THE YEAR ENDING JUNE 30, 2017 H.E.A.R.T.S. CONNECTION EIN 77-0490433 IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,633
Liabilities
$32,653
Net assets
$206,980
Revenue
$317,771
Expenses
$310,483
Net income
$7,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.32$2.92$5.84$4.97$0.87
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.27$2.04$4.53$4.28$0.25
2023Summary only. Only limited summary data is available for this year.$1.95$0.17$1.79$3.60$3.38$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.73$1.56$3.37$3.02$0.36
2021Summary only. Only limited summary data is available for this year.$1.35$0.15$1.20$2.18$2.22$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.15$1.24$1.74$2.33$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.20$1.77$2.19$2.33$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.26$1.91$2.83$2.99$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.33$2.07$3.18$3.10$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.57$2.00$3.12$3.90$0.78
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.56$2.64$4.21$7.50$3.29
2014Detailed filing. Detailed filing data is available for this year.$6.42$0.89$5.53$6.59$6.53$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$1.24$5.46$6.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.90$5.12$6.15
2011Summary only. Only limited summary data is available for this year.$5.80$0.72$5.08$6.16$6.06$0.10