H E A R T S Connection FY2021 filing

Tax-deductible

Bakersfield, CA501(c)(3)Human ServicesEIN 77-0490433

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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.
64¢ of each $1 spent went to programs.
$50K 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
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
64%
of spending
Worth a look: 64% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$50K
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.6 months of spending in cash; 3 or more.
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
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
$218K
+25% vs prior year
Spent
$222K
To programs
64%
Net assets
$120K
By yearFY2020–FY2025
Revenue
$218K
FY2021▲ +25%
Revenue by fiscal year
FY2020$174K
FY2021$218K
FY2022$337K
FY2023$360K
FY2024$453K
FY2025$584K
Expenses
$222K
FY2021▼ -5%
Expenses by fiscal year
FY2020$233K
FY2021$222K
FY2022$302K
FY2023$338K
FY2024$428K
FY2025$497K
Net assets
$120K
FY2021▼ -3%
Net assets by fiscal year
FY2020$124K
FY2021$120K
FY2022$156K
FY2023$179K
FY2024$204K
FY2025$292K

From the FY2021 Form 990 (year ending June 2021) · 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

64 cents of each dollar spent went to programs.

Program services 64% · $141K Management & general 34% · $75K 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; $50K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Director of Organization
$50,389Pt VII · Sec A
Past President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$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 · $141K · in their own filed words · FY2020
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.

$141Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$218K
Ln 12
Fees for servicesLn 2g$200K
Gifts and grantsLn 1h$19K
Money outPt IX
$222K
Ln 25
Programscol B$141K
Managementcol C$75K
Fundraisingcol D$5K
Owns and owesPt X
$120K
net assets · Ln 32
Cash and savingsLn 1–2$66K
Total assetsLn 16$135K
LiabilitiesLn 26$15K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$19K
Fundraising eventsLn 1c$273
Fees for servicesLn 2g$200K
Total revenueLn 12$218K
Assets in detailPt X, end of year
CashLn 1$66K
Cash and savings togetherLn 1–2$66K
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$132
Total assetsLn 16$135K
LiabilitiesLn 26$15K
Net assetsLn 32$120K
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 FY21End FY21
Cash and savingsLn 1–2$44K$66K
Land, buildings, equipmentLn 10c$10K$6K
Total assetsLn 16$139K$135K
LiabilitiesLn 26$15K$15K
Net assetsLn 32$124K$120K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$54K$8K$40K$5K
Other salaries and wagesLn 7$91K$91K
Payroll taxesLn 10$16K$12K$4K
Other fees for servicesLn 11g$20K$20K
OccupancyLn 16$11K$9K$2K
Depreciation, depletion and amortizationLn 22$4K$2K$2K
InsuranceLn 23$4K$3K$847
Other expenses (24a–d)Ln 24$18K$13K$5K
All other expensesLn 24e$5K$3K$2K
Total functional expensesLn 25$222K$141K$75K$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 Viewing $218K$222K−$4K$120K 990 PDF
FY2020 $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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $217,943 across 7 lines filed
VIII-1c Fundraising events$273
VIII-1f All other contributions, gifts and grants$18,233
VIII-1h Total contributions, gifts and grants$18,506
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $200,101$200,101
VIII-8 Net income from fundraising eventsExcluded from tax −$1,048−$1,048
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $384$384
VIII-12 Total revenueRelated to mission $200,485 · Unrelated business $0 · Excluded from tax −$1,048$217,943
Part IX · Statement of functional expenses $221,638 across 9 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $8,038 · Management $40,192 · Fundraising $5,359$53,589
IX-7 Other salaries and wagesPrograms $91,073$91,073
IX-10 Payroll taxesPrograms $11,957 · Management $3,986$15,943
IX-11g Other fees for servicesManagement $19,678$19,678
IX-16 OccupancyPrograms $8,864 · Management $1,773$10,637
IX-22 Depreciation, depletion and amortizationPrograms $2,123 · Management $1,681$3,804
IX-23 InsurancePrograms $3,087 · Management $847$3,934
IX-24 Other expenses (24a–d)Programs $13,146 · Management $4,894$18,040
IX-24e All other expensesPrograms $2,588 · Management $2,352$4,940
IX-25 Total functional expensesPrograms $140,876 · Management $75,403 · Fundraising $5,359$221,638
Part X · Balance sheet $135,100 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $44,240$66,189
X-4 Accounts receivableStart of year $82,862$58,395
X-9 Prepaid expenses and deferred chargesStart of year $1,527$3,998
X-10c Land, buildings and equipment, netStart of year $10,190$6,386
X-15 Other assetsStart of year $229$132
X-16 Total assetsStart of year $139,048$135,100
X-17 Accounts payable and accrued expensesStart of year $15,016$14,763
X-26 Total liabilitiesStart of year $15,016$14,763
X-27 Net assets without donor restrictionsStart of year $118,672$114,977
X-28 Net assets with donor restrictionsStart of year $5,360$5,360
X-32 Total net assets or fund balancesStart of year $124,032$120,337
X-33 Total liabilities and net assetsStart of year $139,048$135,100
Part XI · Reconciliation of net assets $120,337 net assets at year end
XI-1 Total revenue$217,943
XI-2 Total expenses$221,638
XI-3 Revenue less expenses−$3,695
XI-4 Net assets at start of year$124,032
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$120,337

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

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