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Nonprofiteer
← HEARTBEET LIFESHARING CORPORATION

Form 990 for tax year 2023

Filed by HEARTBEET LIFESHARING CORPORATION.

Totals

Total revenue
$2,141,532
Total expenses
$1,849,667
Contributions and grants received
$435,731
Grants paid
$0
Program service revenue
$1,344,536
Investment income
$99,547
Other revenue
$261,718
Total assets, end of year
$6,219,574
Total liabilities, end of year
$801,554
Net assets or fund balances, end of year
$5,418,020
Program services expenses (Part IX)
$1,435,379
Management and general expenses
$367,763
Fundraising expenses
$46,525
Program service expenses (Part III)
$1,435,379

Program services were 77.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $435,731

  • 1g · Noncash contributions included above

    $1,663

  • 2a · Program service revenue: RESIDENTIAL CARE

    total $1,338,463 · related or exempt $1,338,463

  • 2b · Program service revenue: FARM INCOME

    total $4,493 · related or exempt $4,493

  • 2c · Program service revenue: CRAFT INCOME

    total $1,580 · related or exempt $1,580

  • 3 · Investment income

    total $75,578 · excluded $75,578

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $43,010

  • 7b · Less cost or other basis and sales expenses

    other assets $19,041

  • 7c · Gain or loss

    other assets $23,969

  • 7d · Net gain or loss

    total $23,969 · excluded $23,969

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $4

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $4 · related or exempt $4

  • 11a · Other revenue: OTHER INCOME

    total $3,364 · related or exempt $3,364

  • 11b · Other revenue: LOGGING INCOME

    total $0 · related or exempt $0

  • 11c · Other revenue: DEBT FORGIVENESS

    total $258,350 · related or exempt $258,350

  • 11e · Other revenue, total

    $261,714

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $92,305 · program services $27,671 · management and general $64,634

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $695,497 · program services $521,895 · management and general $172,388 · fundraising $1,214

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $85,302 · program services $57,733 · management and general $26,275 · fundraising $1,294

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $98,271 · program services $65,111 · management and general $22,313 · fundraising $10,847

  • 11c · Fees: accounting

    total $47,590 · management and general $47,590

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $22,896 · program services $22,896

  • 12 · Advertising and promotion

    total $18,456 · fundraising $18,456

  • 13 · Office expenses

    total $15,299 · program services $8,680 · management and general $5,954 · fundraising $665

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $311,397 · program services $308,071 · management and general $1,706 · fundraising $1,620

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $16,842 · program services $15,860 · management and general $491 · fundraising $491

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $153,917 · program services $138,525 · management and general $7,696 · fundraising $7,696

  • 23 · Insurance

    total $70,164 · program services $55,079 · management and general $11,380 · fundraising $3,705

  • 24a · Other expenses: FARM/GARDEN EXPENSES

    total $50,284 · program services $50,284

  • 24b · Other expenses: STAFF DEVELOPMENT

    total $21,959 · program services $17,531 · management and general $3,984 · fundraising $444

  • 24c · Other expenses: AUTO EXPENSES

    total $50,007 · program services $49,267 · management and general $740

  • 24d · Other expenses: CULTURAL/FESTIVAL EXPENSES

    total $15,736 · program services $15,736

  • 24e · All other expenses

    total $83,745 · program services $81,040 · management and general $2,612 · fundraising $93

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $180,028 · end of year $253,101

  • 2 · Savings and temporary cash investments

    beginning of year $1,563,168 · end of year $1,392,231

  • 3 · Pledges and grants receivable

    beginning of year $750 · end of year $100,000

  • 4 · Accounts receivable

    beginning of year $78,937 · end of year $104,990

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $50,000 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,728 · end of year $16,394

  • 10a · Land, buildings and equipment: cost or other basis

    $5,731,185

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,378,327

  • 10c · Land, buildings and equipment, net

    beginning of year $4,340,982 · end of year $4,352,858

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,018 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $80,354 · end of year $48,395

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $979,668 · end of year $694,652

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $41,434 · end of year $58,507

  • 27 · Net assets without donor restrictions

    beginning of year $5,122,329 · end of year $5,276,859

  • 28 · Net assets with donor restrictions

    beginning of year $3,826 · end of year $141,161

Mission and programs · 2023

Mission

HEARTBEET IS A VIBRANT LIFESHARING COMMUNITY THAT INCLUDES ADULTS WITH DEVELOPMENTAL DISABILITIES AND INTERWEAVES THE SOCIAL AND AGRICULTURAL REALMS FOR THE HEALING AND RENEWING OF OUR SOCIETY AND THE EARTH. COMMUNITY MEMBERS LIVE AND WORK TOGETHER, IN BEAUTIFUL EXTENDED FAMILY HOUSEHOLDS, FORMING A MUTUALLY SUPPORTIVE ENVIRONMENT THAT ENABLES EACH INDIVIDUAL TO DISCOVER AND DEVELOP HIS OR HER UNIQUE ABILITIES AND POTENTIALS. THE GUILDING THOUGHTS AND IDEALS OF HEARTBEET FLOW FROM THE SPIRITUAL WORLDVIEW KNOWN AS ANTHROPOSOPHY, AS DEVELOPED BY RUDOLF STEINER. WHILE ANTHROPOSOPHY IS NOT A RELIGION, IT TEACHES THE SIGNIFICANCE OF THE NEW SPIRITUAL IMPULSE THAT CAME TO HUMANITY THROUGH CHRIST, AND THE NEED FOR PEOPLE TO TAKE THIS IMPULSE OF LOVE INTO THEIR INDIVIDUAL AND SOCIAL LIVES, AND INTO THEIR RELATION TO NATURE. WE TRY TO CULTIVATE A MOOD OF REVERENCE AND INNER PEACE TOGETHER. THE AIM OF SPIRITUALITY IN THE COMMUNITY IS TO STIMUTLATE ALL MEMBERS OF THE COMMUNITY TO FEEL RESPONSIBLE

Activities or mission (Part I)

SEE SCHEDULE O

  • HEARTBEET LIFESHARING IS A COMMUNITY OF PEOPLE WHICH INCLUDE ADULTS WITH DISABILITIES LIVING AND SHARING THEIR LIVES TOGETHER. HEARTBEET USES DAILY LIFE AS AN OPPORTUNITY FOR VARIOUS FORMS OF THERAPY.

    Expenses $1,435,379 · Revenue $1,344,536

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jaime Walker

    TRUSTEE

    Total calculated
    $70,610
    From this org
    $70,610
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Marcianna Morse

    SECRETARY/TRUSTEE

    Total calculated
    $21,695
    From this org
    $21,695
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Annie Jackson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jerry Schwartz

    TRUSTEE/PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Joshua Carpenter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Barry Lefkowitz

    TRUSTEE/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Judith Jackson

    TRUSTEE/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jon Gleicher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sarah Gamble

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mary Wildfeuer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Roger Begelman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349304085

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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