Civic Intelligence

Hearts Connection

990 • Fiscal year 2021 • EIN 77-0490433

Jul 01, 2020 to Jun 30, 2021 • Filed on May 15, 2022

Organization ProfileWWW.HEARTSFRC.ORG
200 S Montclair St Ste ABakersfield, CA 93309

(661) 328-9055

Siviq Scores

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

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.07x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

33rd percentile

-1.7%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$50,389

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 23.1% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.8%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

25%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Flat

$135,100

Flat from 2021

Net Assets

Flat

$120,337

Flat from 2021

Liabilities

Flat

$14,763

Flat from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin33rd percentile

Revenue

Flat

$217,943

Flat from 2021

Expenses

Flat

$221,638

Flat from 2021

Net Income

Flat

-$3,695

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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 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

2021

Assets$135,100
Liabilities$14,763
Net Assets$120,337
Open 2021 Filing

Operations Trend

Revenue Growth65th 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 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

2021

Revenue$217,943
Expenses$221,638
Net Income-$3,695
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 15, 2022
Return Version
2020v4.2
Gross Receipts
$218,991
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$44,240$66,189▲ $21,949
Accounts Receivable$82,862$58,395▼ $24,467
Land, Buildings, and Equipment, Net$10,190$6,386▼ $3,804
Prepaid Expenses and Deferred Charges$1,527$3,998▲ $2,471
Total Assets$139,048$135,100▼ $3,948
Other Assets Total$229$132▼ $97
Liabilities
Accounts Payable and Accrued Expenses$15,016$14,763▼ $253
Total Liabilities$15,016$14,763▼ $253
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$118,672$114,977▼ $3,695
Net Assets With Donor Restrictions$5,360$5,360→ $0
Total Net Assets Fund Balance$124,032$120,337▼ $3,695
Total Liabilities and Net Assets / Fund Balance$139,048$135,100▼ $3,948

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,386$64,549$70,935
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan GrahamDirector of OrganizationFT$50,389$50,389

Board Members and Trustees

NameTitle
Wendy HartnettPast President
Matt GjerdePresident
Karla MartinezDirector
Lee Knotts-martinDirector
Lora ReidDirector
Ana GomezSecretary
Stenfan WaggonerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,506
Program Service Revenue
$200,101
Investment Income
$0
Other Revenue
$-664
All Other Contributions
$18,233
Change in Net Assets
$-3,695

Audited Revenue Reconciliation

Revenue per Audited Statements
$218,991
Revenue Not Reported on Financial Statements
$-1,048
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-1,048
Total Revenue per Audited Statements
$218,991
Total Revenue per Form 990
$217,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$160,605
Other Expenses$61,033
Total Fundraising Expense$5,359
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$91,073--$91,073
Current Officers, Directors, Trustees, and Key Employees$8,038$40,192$5,359$53,589
Fees for Services Other-$19,678-$19,678
Payroll Taxes$11,957$3,986-$15,943
Occupancy$8,864$1,773-$10,637
All Other Expenses$2,588$2,352-$4,940
Insurance$3,087$847-$3,934
Depreciation Depletion$2,123$1,681-$3,804
Other Expenses$2,168$723-$2,891
Total Functional Expenses$140,876$75,403$5,359$221,638

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$222,686
Expenses per Audited Statements$221,638
Total Expenses per Form 990$221,638
Expenses Not Reported on Form 990$1,048
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,048
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 35% controlled entity
No
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
200 S MONTCLAIR ST STE A, BAKERSFIELD, CA 93309

Signing Officer

Name
Matthew Gjerde
Title
President
Phone
6613289055
Signed
2022-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Gjerde
Formed
1997
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
10

Preparer

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

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. The organization is no longer subject to u.s. Federal, state or local income tax examinations by tax authorities for years before 2009.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Special event expense -1,048.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expense 1,048.”

Raw XML AppendixShowing 400 of 409 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/BOYAmt015016
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014763
IRS990/AccountsReceivableGrp/BOYAmt082862
IRS990/AccountsReceivableGrp/EOYAmt058395
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/AllOtherContributionsAmt018233
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02352
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02588
IRS990/AllOtherExpensesGrp/TotalAmt04940
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN GRAHAM
IRS990/BooksInCareOfDetail/PhoneNum06613289055
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 S MONTCLAIR ST STE A
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093309
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt044240
IRS990/CashNonInterestBearingGrp/EOYAmt066189
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt05359
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt040192
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt08038
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt053589
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0273
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt018506
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt061033
IRS990/CYOtherRevenueAmt0-664
IRS990/CYProgramServiceRevenueAmt0200101
IRS990/CYRevenuesLessExpensesAmt0-3695
IRS990/CYSalariesCompEmpBnftPaidAmt0160605
IRS990/CYTotalExpensesAmt0221638
IRS990/CYTotalFundraisingExpenseAmt05359
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0217943
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01681
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02123
IRS990/DepreciationDepletionGrp/TotalAmt03804
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/DonorRestrictionNetAssetsGrp/BOYAmt05360
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05360
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0140876
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt019678
IRS990/FeesForServicesOtherGrp/TotalAmt019678
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0MATT GJERDE
IRS990/Form990PartVIISectionAGrp/PersonNm1WENDY HARTNETT
IRS990/Form990PartVIISectionAGrp/PersonNm2ANA GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN GRAHAM
IRS990/Form990PartVIISectionAGrp/PersonNm4STENFAN WAGGONER
IRS990/Form990PartVIISectionAGrp/PersonNm5LEE KNOTTS-MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm6KARLA MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm7LORA REID
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt350389
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF ORGANIZATION
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt0273
IRS990/FundraisingDirectExpensesAmt01048
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0218991
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0847
IRS990/InsuranceGrp/ProgramServicesAmt03087
IRS990/InsuranceGrp/TotalAmt03934
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt064549
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010190
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06386
IRS990/LandBldgEquipCostOrOtherBssAmt070935
IRS990/LegalDomicileStateCd0CA
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/NetAssetsOrFundBalancesBOYAmt0124032
IRS990/NetAssetsOrFundBalancesEOYAmt0120337
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1048
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1048
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0118672
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0114977
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01773
IRS990/OccupancyGrp/ProgramServicesAmt08864
IRS990/OccupancyGrp/TotalAmt010637
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0229
IRS990/OtherAssetsTotalGrp/EOYAmt0132
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT LEASE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01458
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1811
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21902
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3723
IRS990/OtherExpensesGrp/ProgramServicesAmt05833
IRS990/OtherExpensesGrp/ProgramServicesAmt13243
IRS990/OtherExpensesGrp/ProgramServicesAmt21902
IRS990/OtherExpensesGrp/ProgramServicesAmt32168
IRS990/OtherExpensesGrp/TotalAmt07291
IRS990/OtherExpensesGrp/TotalAmt14054
IRS990/OtherExpensesGrp/TotalAmt23804
IRS990/OtherExpensesGrp/TotalAmt32891
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0384
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0384
IRS990/OtherRevenueTotalAmt0384
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt091073
IRS990/OtherSalariesAndWagesGrp/TotalAmt091073
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03986
IRS990/PayrollTaxesGrp/ProgramServicesAmt011957
IRS990/PayrollTaxesGrp/TotalAmt015943
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01527
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03998
IRS990/PrincipalOfficerNm0MATTHEW GJERDE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0FAMILY EMPOWERMENT CEN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0200101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0200101
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09993
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt076222
IRS990/PYOtherRevenueAmt0-6656
IRS990/PYProgramServiceRevenueAmt0170845
IRS990/PYRevenuesLessExpensesAmt0-58789
IRS990/PYSalariesCompEmpBnftPaidAmt0156749
IRS990/PYTotalExpensesAmt0232971
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0174182
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-3695
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0200485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0217898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0180838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0218270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0277021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0314525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01208552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt043687
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0384
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0384
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt01208552
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0217898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0180838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0218270
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0277021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0314525
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01208552
IRS990ScheduleA/TotalSupportAmt01208962
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06386
IRS990ScheduleD/EquipmentGrp/DepreciationAmt064549
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt070935
IRS990ScheduleD/ExpensesNotReportedAmt01048
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0221638
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt01048
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-1048
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-1048
IRS990ScheduleD/RevenueSubtotalAmt0218991
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. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT EXPENSE -1,048.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSE 1,048.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06386
IRS990ScheduleD/TotalExpensesPerForm990Amt0221638
IRS990ScheduleD/TotalRevenuePerForm990Amt0217943
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0218991
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0222686
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0139048
IRS990/TotalAssetsEOYAmt0135100
IRS990/TotalAssetsGrp/BOYAmt0139048
IRS990/TotalAssetsGrp/EOYAmt0135100
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt018506
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05359
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075403
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140876
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221638
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015016
IRS990/TotalLiabilitiesEOYAmt014763
IRS990/TotalLiabilitiesGrp/BOYAmt015016
IRS990/TotalLiabilitiesGrp/EOYAmt014763
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0124032
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0120337
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0140876
IRS990/TotalProgramServiceRevenueAmt0200101
IRS990/TotalReportableCompFromOrgAmt050389
IRS990/TotalRevenueGrp/ExclusionAmt0-1048
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0200485
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0217943
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0139048
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0135100
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 S MONTCLAIR ST STE A
IRS990/USAddress/CityNm0BAKERSFIELD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093309
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.HEARTSFRC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW GJERDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06613289055
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTS CONNECTION
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0770490433
ReturnHeader/Filer/PhoneNum06613289055
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 S MONTCLAIR ST STE A
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952972229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIELLS PHILLIPS VAUGHAN & BOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 NEW STINE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093309

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,100
Liabilities
$14,763
Net assets
$120,337
Revenue
$217,943
Expenses
$221,638
Net income
-$3,695
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
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.15$1.20$2.18$2.22$0.04
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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