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Nonprofiteer
← HEARTSHARE EDUCATION CENTER

Form 990 for tax year 2023

Filed by HEARTSHARE EDUCATION CENTER.

Totals

Total revenue
$3,998,772
Total expenses
$4,908,791
Contributions and grants received
$118,120
Grants paid
$0
Program service revenue
$3,858,869
Investment income
$1,625
Other revenue
$20,158
Total assets, end of year
$1,354,633
Total liabilities, end of year
$2,987,586
Net assets or fund balances, end of year
-$1,632,953
Program services expenses (Part IX)
$4,434,969
Management and general expenses
$473,822
Fundraising expenses
$0
Program service expenses (Part III)
$4,434,969

Program services were 90.3% 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.

  • 1e · Government grants (contributions)

    $94,987

  • 1f · All other contributions, gifts and grants

    $23,133

  • 2a · Program service revenue: FEES FROM GOVT. AGENCIES

    total $3,858,869 · related or exempt $3,858,869

  • 3 · Investment income

    total $1,625 · excluded $1,625

  • 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

  • 7d · Net gain or loss

    total $0

  • 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

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: UNEMPLOYMENT REFUND

    total $20,158 · excluded $20,158

  • 11e · Other revenue, total

    $20,158

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 $38,574 · program services $38,574

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,922,110 · program services $2,922,110

  • 8 · Pension plan contributions

    total $53,573 · program services $53,573

  • 9 · Other employee benefits

    total $323,337 · program services $323,337

  • 10 · Payroll taxes

    total $320,108 · program services $320,108

  • 11a · Fees: management

    total $474,702 · program services $880 · management and general $473,822

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $33,643 · program services $33,643

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $56,287 · program services $56,287

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $553,147 · program services $553,147

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $30,264 · program services $30,264

  • 23 · Insurance

    total $85,344 · program services $85,344

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $6,507 · program services $6,507

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $2,208 · program services $2,208

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $8,987 · program services $8,987

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $229,050 · end of year $247,079

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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 $0 · 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 $33,193 · end of year $72,045

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

    $914,362

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

    $800,945

  • 10c · Land, buildings and equipment, net

    beginning of year $127,053 · end of year $113,417

  • 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 $1,020,679 · end of year $922,092

  • 17 · Accounts payable and accrued expenses

    beginning of year $450,043 · end of year $506,282

  • 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 $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,682,866 · end of year $2,481,304

  • 27 · Net assets without donor restrictions

    beginning of year -$722,934 · end of year -$1,632,953

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

HEARTSHARE EDUCATION CENTER (HEC), IS AN AFFILIATE OF HEARTSHARE HUMAN SERVICES OF NEW YORK. HEC EDUCATES CHILDREN FROM AS YOUNG AS 5 THROUGH 21 YEARS OF AGE, WHO HAVE BEEN DIAGNOSED WITH AUTISM, WHO IS APPROVED BY THE NYS EDUCATION DEPARTMENT. THE STUDENT BODY IS COMPRISED ENTIRELY OF CHILDREN WITH AUTISM, SOME OF WHOM CHOOSE TO REMAIN AT HEC FOR THE ENTIRETY OF THEIR FORMAL EDUCATION (KINDERGARTEN- THROUGH COLLEGE-AGE). HEC IS A 12-MONTH TUITION FREE PROGRAM. THE CLASS CURRICULUM IS NEW YORK CITY COMMON CORE MODIFIED AND TAILORED TO SUIT AND SUPPORT THE NEEDS OF CHILDREN WITH AUTISM. PEDAGOGY IS GROUNDED IN ABA AND 1:1 DISCRETE TRIAL TRAINING. THE HEC APPROACH IS ONE OF VISUAL-BASED ENGAGEMENT, INSTRUCTION, AND COMMUNICATION PURSUANT TO THE PROGRAM THAT IS TEACH. HEC PROVIDES A PANOPLY OF SUPPORTS AND SERVICES FOR THE CHILD WITH AUTISM AND, BY EXTENSION, PARENTS, SIBLINGS, AND GUARDIANS (E.G., THE AFTER-SCHOOL PROGRAM, WHICH IS AS MUCH ABOUT REINFORCING LEARNING AS AFFORDING RESPITE

Activities or mission (Part I)

TO EDUCATE AND SUPPORT, WITH DIGNITY AND RESPECT, CHILDREN, ADOLESCENTS AND YOUNG ADULTS ON THE AUTISM SPECTRUM IN ORDER TO EXPAND OPPORTUNITIES AND ENHANCE LIVES.

  • THE HEARTSHARE SCHOOL SERVED OVER 60 STUDENTS, PROVIDING EDUCATION AND RELATED SERVICES SUCH AS SPEECH AND LANGUAGE THERAPY, PHYSICAL AND OCCUPATIONAL THERAPIES. STUDENTS ALSO PARTICIPATED IN FIELD TRIPS IN THE COMMUNITY, A RECYCLING PROGRAM, A SCIENCE FAIR, AND VARIOUS AUTISM AWARENESS MONTH ACTIVITIES.

    Expenses $4,434,969 · Revenue $3,953,856

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

Listed in Part VII

  • DAWN W VALENTINE-SAFFAYEH

    President & CEO

    Total calculated
    $500,016
    From this org
    $0
    From related orgs
    $461,923
    Other
    $38,093
    Hours/week
    0.5 + 34.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,923 related
    Bonus
    $0 + $85,000 related
    Other
    $0
    Deferred
    $0 + $3,408 related
    Nontaxable benefits
    $0 + $34,685 related
    Filer's total
    $0 + $500,016 related

  • CAROL ANN VERDI

    EXECUTIVE DIRECTOR

    Total calculated
    $207,594
    From this org
    $37,917
    From related orgs
    $149,994
    Other
    $19,683
    Hours/week
    7 + 28 related

    Schedule J breakdown matched by us

    Base
    $37,917 + $149,994 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,691 related
    Nontaxable benefits
    $0 + $15,992 related
    Filer's total
    $37,917 + $169,677 related

  • SHARON A TOLEDO

    DIRECTOR OF EDUCATION

    Total calculated
    $166,566
    From this org
    $137,877
    From related orgs
    $0
    Other
    $28,689
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $125,271
    Bonus
    $12,606
    Other
    $0
    Deferred
    $3,025
    Nontaxable benefits
    $25,664
    Filer's total
    $166,566

  • JOETTA BOHEN

    OCCUPATIONAL THERAPIST

    Total calculated
    $143,901
    From this org
    $103,831
    From related orgs
    $0
    Other
    $40,070
    Hours/week
    37.5

  • CORY GIANNINA

    CLINICAL COORDINATOR

    Total calculated
    $125,882
    From this org
    $110,776
    From related orgs
    $0
    Other
    $15,106
    Hours/week
    37.5

  • KERRIE E VASQUEZ

    SPEECH THERAPIST

    Total calculated
    $123,164
    From this org
    $108,121
    From related orgs
    $0
    Other
    $15,043
    Hours/week
    37.5

  • REV MICHAEL L GELFANT

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • CRAIG A RATIGAN

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • DONNA MELLI-STRYCZEK

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • VINCENT IANNELLI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JILL NICOLOIS

    BOARD MEMBER AS OF 1/2024

    Total calculated
    $0
    Hours/week
    0.5

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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 7:
THE COMPENSATION COMMITTEE MAINTAINS AN INCENTIVE COMPENSATION ARRANGEMENT PURSUANT TO WHICH INCENTIVE COMPENSATION TO EXECUTIVES IS PAID BASED ON INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. THE COMMITTEE'S PROCEDURES ARE DISCUSSED IN SCHEDULE O. INCENTIVE PAYMENTS ARE REFLECTED IN SCH J, PART II, COLUMN B(II).

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
2 May 2025
IRS schema version
2023v6.0
Source object
202541279349300319

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