Heartstrings Unlimited INC FY2021 filing

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $500 a year.

How does your 990 look to donors? Take the 10-Question Audit

Social services for young adults with mild developmental disabilities

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 76-0821890) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$172K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $17K a year · 3% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
88% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$172K
to officers and key staff · 30% of spending
Pay to officers and key staff is 30% of spending.
Part VII, Section A
0.9 mo
of spending, in cash
0.9 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $532
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$167K
68% of total assets
Liabilities are 68% of assets.
Pt X · Ln 26
Independent board members
5
of 5 voting members
5 of 5 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$560K
+3% vs prior year
Spent
$572K
To programs
88%
Net assets
$79K
By yearFY2020–FY2025
Revenue
$560K
FY2021▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$542K
FY2021$560K
FY2023$775K
FY2024$747K
FY2025$807K
Expenses
$572K
FY2021▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$562K
FY2021$572K
FY2023$706K
FY2024$730K
FY2025$775K
Net assets
$79K
FY2021▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2020$91K
FY2021$79K
FY2023$229K
FY2024$247K
FY2025$279K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2007.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $506K Management & general 12% · $66K

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

Something off? Claim to add context

Who runs it and what they're paid

7 people listed on the 990; $172K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$86,880Pt VII · Sec A
Director of Operations
$85,500Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A

Sara Carson’s $108K as Executive Director is at the 86th percentile of top reported officer pay among 1613 $100K–1M education 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2021
Sara Carson$107,505$88,000$101,000$86,880
Keri Krech$106,875$85,360$100,740$85,500

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.

See Heartstrings Unlimited INC executive salaries →

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

Provides social services and support for young adults with mild developmental disabilities.

Questions for Heartstrings Unlimited INC

Tap to ask. Heartstrings Unlimited INC sees how many people are interested.

Your first name shows with your question. Heartstrings Unlimited INC answers here, for everyone.

1 program · $506K · in their own filed words · FY2020
01

Independent living skills (isl) transitional program. Provide intense ils training for young adults with mild developmental disabilities for up to 18 months in order to live independently with as few supports as possible. Serve 4-6 young adults annually.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 76-0821890) · Dispute this line
$506Kprogram 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 · FY2023
Total grants receivedfrom 2 funders$532

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$560K
Ln 12
Fees for servicesLn 2g$527K
Gifts and grantsLn 1h$20K
Other incomeLn 4–11$14K
Money outPt IX
$572K
Ln 25
Programscol B$506K
Managementcol C$66K
Owns and owesPt X
$79K
net assets · Ln 32
Cash and savingsLn 1–2$45K
Total assetsLn 16$246K
LiabilitiesLn 26$167K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20K
Fees for servicesLn 2g$527K
Investment incomeLn 3$5
Other incomeLn 4–11$14K
Total revenueLn 12$560K
Assets in detailPt X, end of year
CashLn 1$45K
Cash and savings togetherLn 1–2$45K
Accounts receivableLn 4$23K
Land, buildings, equipmentLn 10c$178K
Total assetsLn 16$246K
LiabilitiesLn 26$167K
Net assetsLn 32$79K
OperationsPt I, VI
EmployeesI 59
VolunteersI 630
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$62K$45K
Land, buildings, equipmentLn 10c$182K$178K
Total assetsLn 16$264K$246K
LiabilitiesLn 26$173K$167K
Net assetsLn 32$91K$79K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$172K$138K$34K$0
Other salaries and wagesLn 7$116K$116K$0$0
Payroll taxesLn 10$19K$15K$4K$0
Legal feesLn 11b$75$0$75$0
Accounting feesLn 11c$2K$0$2K$0
Other fees for servicesLn 11g$6K$6K$0$0
Office expensesLn 13$21K$0$21K$0
OccupancyLn 16$39K$39K$0$0
Depreciation, depletion and amortizationLn 22$4K$4K$0$0
InsuranceLn 23$34K$31K$3K$0
Other expenses (24a–d)Ln 24$158K$157K$881$0
Total functional expensesLn 25$572K$506K$66K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 4, 2025 $807K$775K$32K$279K 990 PDF
FY2024Filed with the IRS Oct 24, 2024 $747K$730K$17K$247K 990 PDF
FY2023Filed with the IRS Jan 29, 2024 $775K$706K$69K$229K 990 PDF
FY2022 Not on file
FY2021 ViewingFiled with the IRS Feb 7, 2022 $560K$572K−$12K$79K 990 PDF
FY2020Filed with the IRS Feb 2, 2021 $542K$562K−$19K$91K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $559,956 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,460$19,540
I-9 Program service revenuePrior year $532,662$526,879
I-10 Investment incomePrior year $3$5
I-11 Other revenue$13,532
I-12 Total revenuePrior year $542,125$559,956
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $301,058$306,637
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $260,524$265,500
I-18 Total expensesPrior year $561,582$572,137
I-19 Revenue less expensesPrior year −$19,457−$12,181
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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 $559,956 across 6 lines filed
VIII-1f All other contributions, gifts and grants$19,540
VIII-1h Total contributions, gifts and grants$19,540
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$526,879
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$5
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $13,532$13,532
VIII-12 Total revenueRelated to mission $526,884 · Unrelated business $0 · Excluded from tax $13,532$559,956
Part IX · Statement of functional expenses $572,137 across 11 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $137,904 · Management $34,476 · Fundraising $0$172,380
IX-7 Other salaries and wagesPrograms $115,727 · Management $0 · Fundraising $0$115,727
IX-10 Payroll taxesPrograms $14,824 · Management $3,706 · Fundraising $0$18,530
IX-11b Legal feesPrograms $0 · Management $75 · Fundraising $0$75
IX-11c Accounting feesPrograms $0 · Management $2,272 · Fundraising $0$2,272
IX-11g Other fees for servicesPrograms $5,567 · Management $0 · Fundraising $0$5,567
IX-13 Office expensesPrograms $0 · Management $21,456 · Fundraising $0$21,456
IX-16 OccupancyPrograms $39,060 · Management $0 · Fundraising $0$39,060
IX-22 Depreciation, depletion and amortizationPrograms $4,473 · Management $0 · Fundraising $0$4,473
IX-23 InsurancePrograms $31,036 · Management $3,448 · Fundraising $0$34,484
IX-24 Other expenses (24a–d)Programs $157,232 · Management $881 · Fundraising $0$158,113
IX-25 Total functional expensesPrograms $505,823 · Management $66,314 · Fundraising $0$572,137
Part X · Balance sheet $245,664 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $61,715$44,691
X-4 Accounts receivableStart of year $20,372$23,150
X-10c Land, buildings and equipment, netStart of year $182,295$177,823
X-16 Total assetsStart of year $264,382$245,664
X-17 Accounts payable and accrued expensesStart of year $445$445
X-23 Secured mortgages and notes payableStart of year $172,668$166,131
X-26 Total liabilitiesStart of year $173,113$166,576
X-31 Retained earnings or endowmentStart of year $91,269$79,088
X-32 Total net assets or fund balancesStart of year $91,269$79,088
X-33 Total liabilities and net assetsStart of year $264,382$245,664
Part XI · Reconciliation of net assets $79,088 net assets at year end
XI-1 Total revenue$559,956
XI-2 Total expenses$572,137
XI-3 Revenue less expenses−$12,181
XI-4 Net assets at start of year$91,269
XI-10 Net assets at end of year$79,088

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.