Hartbeat Ensemble INC FY2020 filing

Tax-deductible

Hartford, CT501(c)(3)Arts & CultureEIN 06-1633100Revenue $240K in FY2020

On file with the IRShartbeatensemble.org233 Pearl St Ste 15, 06103-2100 · Hartford, CTTax-exempt since Feb 2003Publicly supported charity — 170(b)(1)(A)(vi)

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To create provocative theater that connects our community beyond the traditional barriers of class, race, geography and gender.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$17K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $7K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$17K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $123K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$50K
158% of total assets
Concern: liabilities are 158% of assets; over 80%.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$240K
Spent
$247K
To programs
78%
Net assets
−$18K
By yearFY2020–FY2024
Revenue
$240K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$240K
FY2021$321K
FY2022$534K
FY2023$467K
FY2024$317K
Expenses
$247K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$247K
FY2021$303K
FY2022$510K
FY2023$469K
FY2024$314K
Net assets
−$18K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$18K
FY2021−$90
FY2022$24K
FY2023$21K
FY2024$20K

From the FY2020 Form 990 (year ending September 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $192K Management & general 22% · $54K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $17K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Managing Director
$16,634Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A

Rhoda Cerritelli’s $22K as Managing Director is at the 17th percentile of top reported officer pay among 2215 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Rhoda Cerritelli$21,538$47,885$56,358$36,923$16,634

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Creates provocative theater connecting communities beyond traditional barriers.

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Provided by the organization

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3 programs · $192K · in their own filed words · FY2019
01

Development and presentation of mainstage productions

$110Kprogram expense
02

Educational outreach and related programs

$48Kprogram expense
03

Development and presentation of commissioned productions

$35Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 7 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$240K
Ln 12
Gifts and grantsLn 1h$222K
Fees for servicesLn 2g$9K
Other incomeLn 4–11$8K
Money outPt IX
$247K
Ln 25
Programscol B$192K
Managementcol C$54K
Owns and owesPt X
−$18K
net assets · Ln 32
Cash and savingsLn 1–2$28K
Total assetsLn 16$32K
LiabilitiesLn 26$50K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$222K
Government grantsLn 1e$74K
Fundraising eventsLn 1c$1K
Fees for servicesLn 2g$9K
Investment incomeLn 3$152
Other incomeLn 4–11$8K
Total revenueLn 12$240K
Assets in detailPt X, end of year
CashLn 1$28K
Cash and savings togetherLn 1–2$28K
Other assetsLn 15$4K
Total assetsLn 16$32K
LiabilitiesLn 26$50K
Net assetsLn 32−$18K
OperationsPt I, VI
EmployeesI 54
VolunteersI 612
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$4K$28K
Total assetsLn 16$7K$32K
LiabilitiesLn 26$0$50K
Net assetsLn 32$7K−$18K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$38K$38K
Other salaries and wagesLn 7$44K$44K
Other employee benefitsLn 9$27K$27K
Payroll taxesLn 10$6K$6K
Accounting feesLn 11c$5K$5K
Other fees for servicesLn 11g$60K$60K$1
Advertising and promotionLn 12$3K$3K$498
Office expensesLn 13$22K$22K
Information technologyLn 14$5K$5K
OccupancyLn 16$28K$28K
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$915$915
Depreciation, depletion and amortizationLn 22$243$243
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$638$638
Total functional expensesLn 25$247K$192K$54K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $317K$314K$3K$20K 990 PDF
FY2023 $467K$469K−$2K$21K 990 PDF
FY2022 $534K$510K$24K$24K 990 PDF
FY2021 $321K$303K$18K−$90 990 PDF
FY2020 Viewing $240K$247K−$7K−$18K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $240,157 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $174,674$222,353
I-9 Program service revenuePrior year $24,916$9,203
I-10 Investment income$152
I-11 Other revenuePrior year $12,960$8,449
I-12 Total revenuePrior year $212,550$240,157
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $74,019$115,397
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $135,654$131,447
I-18 Total expensesPrior year $209,673$246,844
I-19 Revenue less expensesPrior year $2,877−$6,687
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $240,157 across 9 lines filed
Lines not itemized here account for −$26 of total revenue; see the IRS return.
VIII-1c Fundraising events$1,000
VIII-1e Government grants$74,434
VIII-1f All other contributions, gifts and grants$146,919
VIII-1h Total contributions, gifts and grants$222,353
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,203$9,203
VIII-3 Investment incomeExcluded from tax $152$152
VIII-6 Net rental income or lossExcluded from tax $6,875$6,875
VIII-8 Net income from fundraising eventsExcluded from tax $1,600$1,600
VIII-12 Total revenueRelated to mission $9,203 · Unrelated business $0 · Excluded from tax $8,601$240,157
Part IX · Statement of functional expenses $246,844 across 15 lines filed
IX-5 Pay of current officers, directors and key staffManagement $38,459$38,459
IX-7 Other salaries and wagesPrograms $44,424$44,424
IX-9 Other employee benefitsPrograms $26,938$26,938
IX-10 Payroll taxesPrograms $5,576$5,576
IX-11c Accounting feesManagement $4,896$4,896
IX-11g Other fees for servicesPrograms $59,839 · Management $1$59,840
IX-12 Advertising and promotionPrograms $2,895 · Management $498$3,393
IX-13 Office expensesPrograms $21,751$21,751
IX-14 Information technologyManagement $5,242$5,242
IX-16 OccupancyPrograms $27,623$27,623
IX-17 TravelPrograms $1,615$1,615
IX-19 Conferences, conventions and meetingsPrograms $915$915
IX-22 Depreciation, depletion and amortizationPrograms $243$243
IX-23 InsuranceManagement $5,291$5,291
IX-24 Other expenses (24a–d)Programs $638$638
IX-25 Total functional expensesPrograms $192,457 · Management $54,387 · Fundraising $0$246,844
Part X · Balance sheet $31,621 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $4,045$27,766
X-15 Other assetsStart of year $3,105$3,855
X-16 Total assetsStart of year $7,393$31,621
X-26 Total liabilitiesStart of year $0$49,900
X-32 Total net assets or fund balancesStart of year $7,393−$18,279
X-33 Total liabilities and net assetsStart of year $7,393$31,621
Part XI · Reconciliation of net assets −$18,279 net assets at year end
XI-1 Total revenue$240,157
XI-2 Total expenses$246,844
XI-3 Revenue less expenses−$6,687
XI-4 Net assets at start of year$7,393
XI-8 Prior period adjustments−$18,985
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$18,279

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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