H E A R T S Connection FY2020 filing

Tax-deductible

Bakersfield, CA501(c)(3)Human ServicesEIN 77-0490433Revenue $174K in FY2020

On file with the IRSheartsfrc.org4500 California Ave, 93309-7029 · Bakersfield, CATax-exempt since Aug 1998Publicly supported — 509(a)(2)

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Support for special needs children and their families. H.E.a.R.T.S. Connection provides a family rescource center to assist families with children with special needs.

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
$51K 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

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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $18K a year · 5% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
65%
of spending
Fine: 65% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$51K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $45K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$15K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$174K
Spent
$233K
To programs
65%
Net assets
$124K
By yearFY2020–FY2025
Revenue
$174K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$174K
FY2021$218K
FY2022$337K
FY2023$360K
FY2024$453K
FY2025$584K
Expenses
$233K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$233K
FY2021$222K
FY2022$302K
FY2023$338K
FY2024$428K
FY2025$497K
Net assets
$124K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$124K
FY2021$120K
FY2022$156K
FY2023$179K
FY2024$204K
FY2025$292K

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1998.

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

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $152K Management & general 33% · $76K Fundraising 2% · $5K

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

8 people listed on the 990; $51K 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
Director of Organization
$51,069Pt VII · Sec A
Past President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Susan Graham’s $64K as Director of Organization is at the 53rd percentile of top reported officer pay among 2168 $100K–1M human services 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Susan Graham$63,999$63,946$60,899$50,359$50,389$51,069

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 H E A R T S Connection executive salaries →

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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

Provides a family resource center to assist families with children with special needs.

Provided by the organization

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1 program · $152K · in their own filed words · FY2019
01

H.E.A.R.T.S. Connection is a parent driven organization focusing on family issues of children with special needs. The organization's family resource center provides support, materials and assistance to families of children with special needs.

$152Kprogram 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 1 funder$45K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$174K
Ln 12
Fees for servicesLn 2g$171K
Gifts and grantsLn 1h$10K
Money outPt IX
$233K
Ln 25
Programscol B$152K
Managementcol C$76K
Fundraisingcol D$5K
Owns and owesPt X
$124K
net assets · Ln 32
Cash and savingsLn 1–2$44K
Total assetsLn 16$139K
LiabilitiesLn 26$15K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10K
Fundraising eventsLn 1c$2K
Fees for servicesLn 2g$171K
Total revenueLn 12$174K
Assets in detailPt X, end of year
CashLn 1$44K
Cash and savings togetherLn 1–2$44K
Land, buildings, equipmentLn 10c$10K
Other assetsLn 15$229
Total assetsLn 16$139K
LiabilitiesLn 26$15K
Net assetsLn 32$124K
OperationsPt I, VI
EmployeesI 58
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$101K$44K
Land, buildings, equipmentLn 10c$14K$10K
Total assetsLn 16$197K$139K
LiabilitiesLn 26$20K$15K
Net assetsLn 32$177K$124K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$52K$13K$34K$5K
Other salaries and wagesLn 7$92K$90K$2K
Payroll taxesLn 10$13K$10K$3K
Other fees for servicesLn 11g$12K$6K$6K
Advertising and promotionLn 12$125$98$27
OccupancyLn 16$12K$6K$5K
TravelLn 17$1K$1K$62
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$9K$57$9K
Other expenses (24a–d)Ln 24$26K$21K$5K
All other expensesLn 24e$12K$5K$7K
Total functional expensesLn 25$233K$152K$76K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $584K$497K$87K$292K 990 PDF
FY2024 $453K$428K$25K$204K 990 PDF
FY2023 $360K$338K$23K$179K 990 PDF
FY2022 $337K$302K$36K$156K 990 PDF
FY2021 $218K$222K−$4K$120K 990 PDF
FY2020 Viewing $174K$233K−$59K$124K 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 $174,182 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $15,377$9,993
I-9 Program service revenuePrior year $204,481$170,845
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year −$452−$6,656
I-12 Total revenuePrior year $219,406$174,182
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $147,720$156,749
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $85,113$76,222
I-18 Total expensesPrior year $232,833$232,971
I-19 Revenue less expensesPrior year −$13,427−$58,789
Part VI · Governance 7 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
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
Part VIII · Statement of revenue $174,182 across 7 lines filed
VIII-1c Fundraising events$2,427
VIII-1f All other contributions, gifts and grants$7,566
VIII-1h Total contributions, gifts and grants$9,993
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $170,845$170,845
VIII-8 Net income from fundraising eventsExcluded from tax −$6,932−$6,932
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $276$276
VIII-12 Total revenueRelated to mission $171,121 · Unrelated business $0 · Excluded from tax −$6,932$174,182
Part IX · Statement of functional expenses $232,971 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $12,953 · Management $33,678 · Fundraising $5,181$51,812
IX-7 Other salaries and wagesPrograms $89,774 · Management $2,292$92,066
IX-10 Payroll taxesPrograms $9,653 · Management $3,218$12,871
IX-11g Other fees for servicesPrograms $6,008 · Management $6,331$12,339
IX-12 Advertising and promotionPrograms $98 · Management $27$125
IX-16 OccupancyPrograms $6,454 · Management $5,111$11,565
IX-17 TravelPrograms $1,066 · Management $62$1,128
IX-22 Depreciation, depletion and amortizationManagement $4,229$4,229
IX-23 InsurancePrograms $57 · Management $8,863$8,920
IX-24 Other expenses (24a–d)Programs $21,248 · Management $4,651$25,899
IX-24e All other expensesPrograms $4,678 · Management $7,339$12,017
IX-25 Total functional expensesPrograms $151,989 · Management $75,801 · Fundraising $5,181$232,971
Part X · Balance sheet $139,048 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $101,073$44,240
X-4 Accounts receivableStart of year $70,079$82,862
X-9 Prepaid expenses and deferred chargesStart of year $4,926$1,527
X-10c Land, buildings and equipment, netStart of year $14,419$10,190
X-15 Other assetsStart of year $6,494$229
X-16 Total assetsStart of year $196,991$139,048
X-17 Accounts payable and accrued expensesStart of year $14,170$15,016
X-25 Other liabilitiesStart of year $5,360$0
X-26 Total liabilitiesStart of year $19,530$15,016
X-27 Net assets without donor restrictionsStart of year $177,461$118,672
X-28 Net assets with donor restrictions$5,360
X-32 Total net assets or fund balancesStart of year $177,461$124,032
X-33 Total liabilities and net assetsStart of year $196,991$139,048
Part XI · Reconciliation of net assets $124,032 net assets at year end
XI-1 Total revenue$174,182
XI-2 Total expenses$232,971
XI-3 Revenue less expenses−$58,789
XI-4 Net assets at start of year$177,461
XI-9 Other changes in net assets$5,360
XI-10 Net assets at end of year$124,032

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

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