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Nonprofiteer
← HARLEM EDUCATIONAL ACTIVITIES FUND INC

Form 990 for tax year 2023

Filed by HARLEM EDUCATIONAL ACTIVITIES FUND INC.

Totals

Total revenue
$2,908,617
Total expenses
$3,611,581
Contributions and grants received
$3,010,575
Grants paid
$25,900
Program service revenue
$0
Investment income
$49,419
Other revenue
-$151,377
Total assets, end of year
$5,320,497
Total liabilities, end of year
$3,556,757
Net assets or fund balances, end of year
$1,763,740
Program services expenses (Part IX)
$2,970,495
Management and general expenses
$195,095
Fundraising expenses
$445,991
Program service expenses (Part III)
$2,970,495

Program services were 82.2% 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.

  • 1c · Fundraising events

    $1,041,004

  • 1e · Government grants (contributions)

    $1,554

  • 1f · All other contributions, gifts and grants

    $1,968,017

  • 1g · Noncash contributions included above

    $22,620

  • 3 · Investment income

    total $49,453 · excluded $49,453

  • 7a · Gross sales of assets other than inventory

    securities $1,885,556

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

    securities $1,885,590

  • 7c · Gain or loss

    securities -$34

  • 7d · Net gain or loss

    total -$34 · excluded -$34

  • 8a · Fundraising events: gross income

    $121,596

  • 8a · Fundraising events: contributions included on line 1c

    $1,041,004

  • 8b · Fundraising events: direct expenses

    $289,125

  • 8c · Net income from fundraising events

    total -$167,529 · excluded -$167,529

  • 11a · Other revenue: MISCELLANEOUS

    total $16,152 · excluded $16,152

  • 11e · Other revenue, total

    $16,152

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $25,900 · program services $25,900

  • 5 · Compensation of officers, directors and key employees

    total $687,717 · program services $475,282 · management and general $58,857 · fundraising $153,578

  • 7 · Other salaries and wages

    total $1,166,398 · program services $1,093,327 · management and general $26,085 · fundraising $46,986

  • 9 · Other employee benefits

    total $196,116 · program services $167,683 · management and general $6,552 · fundraising $21,881

  • 10 · Payroll taxes

    total $138,925 · program services $118,783 · management and general $4,642 · fundraising $15,500

  • 11c · Fees: accounting

    total $40,375 · management and general $40,375

  • 11e · Fees: professional fundraising services

    total $84,000 · fundraising $84,000

  • 11g · Fees: other

    total $233,279 · program services $165,839 · management and general $32,537 · fundraising $34,903

  • 12 · Advertising and promotion

    total $139,200 · program services $139,200

  • 13 · Office expenses

    total $76,364 · program services $57,534 · management and general $2,760 · fundraising $16,070

  • 14 · Information technology

    total $10,542 · program services $9,416 · management and general $1,106 · fundraising $20

  • 16 · Occupancy

    total $644,778 · program services $563,804 · management and general $16,197 · fundraising $64,777

  • 17 · Travel

    total $67,468 · program services $66,740 · fundraising $728

  • 19 · Conferences, conventions and meetings

    total $4,013 · program services $1,622 · management and general $2,053 · fundraising $338

  • 22 · Depreciation, depletion and amortization

    total $30,951 · program services $24,761 · management and general $3,095 · fundraising $3,095

  • 23 · Insurance

    total $39,189 · program services $34,290 · management and general $784 · fundraising $4,115

  • 24a · Other expenses: STUDENT PROGRAM EXPENSE

    total $25,867 · program services $25,815 · management and general $52

  • 24b · Other expenses: PROFESSIONAL DEVELOP.

    total $499 · program services $499

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $270,908 · end of year $93,682

  • 2 · Savings and temporary cash investments

    beginning of year $1,544,838 · end of year $985,613

  • 3 · Pledges and grants receivable

    beginning of year $815,661 · end of year $928,508

  • 9 · Prepaid expenses and deferred charges

    beginning of year $217,972 · end of year $131,970

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

    $478,089

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

    $327,859

  • 10c · Land, buildings and equipment, net

    beginning of year $168,882 · end of year $150,230

  • 11 · Investments: publicly traded securities

    beginning of year $21,422 · end of year $19,496

  • 15 · Other assets

    beginning of year $3,418,930 · end of year $3,010,998

  • 17 · Accounts payable and accrued expenses

    beginning of year $212,066 · end of year $188,540

  • 25 · Other liabilities

    beginning of year $3,785,289 · end of year $3,368,217

  • 27 · Net assets without donor restrictions

    beginning of year $1,036,581 · end of year $870,524

  • 28 · Net assets with donor restrictions

    beginning of year $1,424,677 · end of year $893,216

Mission and programs · 2023

Mission

TO CHANGE THE LIVES OF YOUNG PEOPLE, BEGINNING IN MIDDLE SCHOOL AND CONTINUING IN COLLEGE AND BEYOND, THROUGH A YOUTH DEVELOPMENT APPROACH THAT INCLUDES RIGOROUS YEAR-ROUND ACADEMIC ENRICHMENT, SOCIAL AND CULTURAL EXPOSURE AND CONSTANT INDIVIDUAL ATTENTION. HEAF CREATES PATHWAYS TO COLLEGE AND THE WORKFORCE FOR MINORITY YOUTH BY PROVIDING RESOURCES THAT HELP THEM ACHIEVE HIGHER EDUCATION, FULFILLING CAREERS, AND GREATER LIFETIME EARNINGS. HEAF IS COMMITTED TO CREATING EQUAL OPPORTUNITIES AND EQUAL CHANCES FOR OUR SCHOLARS.

Activities or mission (Part I)

THE HARLEM EDUCATIONAL ACTIVITIES FUND (HEAF) CHANGES THE LIVES OF YOUNG PEOPLE BEGINNING IN MIDDLE SCHOOL AND CONTINUING IN COLLEGE AND BEYOND THROUGH A YOUTH DEVELOPMENT APPROACH THAT INCLUDES RIGOROUS YEAR-ROUND ACADEMIC ENRICHMENT, SOCIAL AND CULTURAL EXPOSURE AND CONSTANT INDIVIDUAL ATTENTION. HEAF IS COMMITTED TO CREATING EQUAL OPPORTUNITIES AND EQUAL CHANCES FOR OUR SCHOLARS.

  • HEAF'S HIGH SCHOOL PROGRAMMING, COLLEGE QUEST OFFERS A WEALTH OF ENGAGING EDUCATIONAL EXPERIENCES TO OUR STUDENTS. IN ADDITION TO ACADEMIC ENRICHMENT, STUDENTS TAKE PART IN CULTURAL EXPERIENCES, A STEAM CLASS, OPPORTUNITIES FOR EXPOSURE TO CAREER PATHS AND TRAVEL THROUGH LEARNING FOR SOCIAL AND GLOBAL IMPACT. HIGH SCHOOL SENIORS ALSO PREPARED FOR THE SAT AND COLLEGE APPLICATIONS. HEAF ALSO SUPPORTS STUDENTS AS THEY TRANSITION TO COLLEGE. PROGRAMMING RUNS AFTER SCHOOL 4 DAYS EACH WEEK AND FOR SEVERAL WEEKS DURING THE SUMMER.

    Expenses $1,166,960 · Grants $25,900

  • HEAF'S MIDDLE SCHOOL PROGRAMMING, HIGH EXPECTATIONS, PROVIDES EXPERIENTIAL LEARNING, INSTRUCTION IN MATH AND ELA, AND PREPARES STUDENTS FOR THE COMPETITIVE NYC HIGH SCHOOL ADMISSIONS PROCESS. PROGRAMMING RUNS AFTER SCHOOL 4 DAYS EACH WEEK AND FOR SEVERAL WEEKS DURING THE SUMMER.

    Expenses $712,615

  • HEAF'S YOUTH DEVELOPMENT PROGRAM TRANSCENDS THE IDEA OF A TRADITIONAL ACADEMIC CLASSROOM AND IS INSTEAD A SPACE THAT RECOGNIZES THE STUDENT AS THE EXPERT OF THEIR OWN EXPERIENCE AND PROMOTES THE SHARING OF ONE'S THOUGHTS, FEELINGS, AND IDEAS. THE PROGRAM OFFERS OPPORTUNITIES FOR LEADERSHIP DEVELOPMENT, CHARACTER BUILDING, CAREER EXPLORATION, AND SERVICE-LEARNING ACTIVITIES. ALL STUDENTS IN OUR MIDDLE AND HIGH SCHOOL PROGRAMMING ALSO ATTENDED YOUTH DEVELOPMENT CLASSES.

    Expenses $583,468

  • ORGANIZATIONAL ACTIVITIES-PROFESSIONAL STAFF MUST MODEL A HIGH STANDARD OF EXCELLENCE, RESPONSIBILITY IN THEIR INTERACTIONS WITH STUDENTS, FAMILIES, AND COLLEAGUES. COLLABORATIVE PARTNERSHIPS WITH FAMILIES ARE INTEGRAL TO STUDENT SUCCESS. IN ADDITION TO PROFESSIONAL DEVELOPMENT OF OUR STAFF, ORGANIZATIONAL ACTIVITIES, INCLUDE GENERAL ACTIVITIES SUPPORTING COMMUNICATIONS, ALUMNI AND VOLUNTEER INITIATIVES.

    Expenses $507,452

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

Listed in Part VII

  • DANIEL ROSE

    FOUNDER AND CHAIR EMERITUS

    Total calculated
    $0
    Hours/week
    0.8

  • KARLA MALOOF

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • DAVE WILDMAN

    VICE CHAIR/SECRETARY THRU MAR 2024

    Total calculated
    $0
    Hours/week
    1.5

  • BRETT MCCOLLOUGH

    VICE CHAIR THRU MAR 2024

    Total calculated
    $0
    Hours/week
    1.5

  • JOSEPH DIMONDI

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8

  • ALEXANDRA ALGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • ALLISON ALLEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • CECIL BROOKS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • GIRIDHAR GURURAJA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • JOHN JACOBSSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • FERN KHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • JONATHAN KNIPE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • DEIRDRE GUICE MINOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • ERIC RAHE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • MARIA RODRIGUEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • GLADYS PALMA DE SCHRYNEMAKERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • BENJAMIN K SEMEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • CALVIN SIMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • COLETTE G SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • NEIL DEGRASSE TYSON PH D

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • TOM VERIPAPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • DEIRDRE BENNETT

    CHIEF FINANCE & ADMIN. OFFICER

    Total calculated
    $204,585
    From this org
    $165,895
    From related orgs
    $0
    Other
    $38,690
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $138,929
    Bonus
    $0
    Other
    $26,966
    Deferred
    $0
    Nontaxable benefits
    $38,690
    Filer's total
    $204,585

  • MICHAEL C JOHNSON

    PRESIDENT & CEO

    Total calculated
    $281,049
    From this org
    $280,624
    From related orgs
    $0
    Other
    $425
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $280,000
    Bonus
    $0
    Other
    $624
    Deferred
    $0
    Nontaxable benefits
    $425
    Filer's total
    $281,049

  • SAMANTHA MORENO

    CHIEF PROGAMS OFFICER

    Total calculated
    $162,811
    From this org
    $148,505
    From related orgs
    $0
    Other
    $14,306
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $148,428
    Bonus
    $0
    Other
    $77
    Deferred
    $0
    Nontaxable benefits
    $14,306
    Filer's total
    $162,811

  • MEGAN ANNE CAMPBELL CHIEF

    DEVELOP. & EXTERNAL RELATIONS OFF.

    Total calculated
    $182,537
    From this org
    $181,743
    From related orgs
    $0
    Other
    $794
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $181,500
    Bonus
    $0
    Other
    $243
    Deferred
    $0
    Nontaxable benefits
    $794
    Filer's total
    $182,537

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
24 October 2024
IRS schema version
2023v5.1
Source object
202442989349301859

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