H E A R T S Connection FY2024 filing

Tax-deductible

Bakersfield, CA501(c)(3)Human ServicesEIN 77-0490433Revenue $453K in FY2024

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.
74¢ of each $1 spent went to programs.
$64K 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

FY2024 · 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
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$64K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 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
$27K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$453K
+26% vs prior year
Spent
$428K
To programs
74%
Net assets
$204K
By yearFY2020–FY2025
Revenue
$453K
FY2024▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2020$174K
FY2021$218K
FY2022$337K
FY2023$360K
FY2024$453K
FY2025$584K
Expenses
$428K
FY2024▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2020$233K
FY2021$222K
FY2022$302K
FY2023$338K
FY2024$428K
FY2025$497K
Net assets
$204K
FY2024▲ +14%
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 FY2024 Form 990 (year ending June 2024) · see the original

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You’re viewing the FY2024 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 Aug 1998.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $316K Management & general 25% · $105K Fundraising 2% · $7K

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

9 people listed on the 990; $64K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Director of Organization
$63,946Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$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.

Questions for H E A R T S Connection

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Provided by the organization

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1 program · $316K · in their own filed words · FY2023
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.

$316Kprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$453K
Ln 12
Fees for servicesLn 2g$420K
Gifts and grantsLn 1h$33K
Other incomeLn 4–11$101
Money outPt IX
$428K
Ln 25
Programscol B$316K
Managementcol C$105K
Fundraisingcol D$7K
Owns and owesPt X
$204K
net assets · Ln 32
Cash and savingsLn 1–2$103K
Total assetsLn 16$231K
LiabilitiesLn 26$27K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$33K
Fundraising eventsLn 1c$10K
Fees for servicesLn 2g$420K
Other incomeLn 4–11$101
Total revenueLn 12$453K
Assets in detailPt X, end of year
CashLn 1$103K
Cash and savings togetherLn 1–2$103K
Land, buildings, equipmentLn 10c$18K
Total assetsLn 16$231K
LiabilitiesLn 26$27K
Net assetsLn 32$204K
OperationsPt I, VI
EmployeesI 58
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$118K$103K
Land, buildings, equipmentLn 10c$5K$18K
Total assetsLn 16$195K$231K
LiabilitiesLn 26$17K$27K
Net assetsLn 32$179K$204K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$65K$10K$49K$7K
Pay of disqualified personsLn 6$204K$200K$4K
Payroll taxesLn 10$21K$17K$4K
Other fees for servicesLn 11g$15K$15K
Advertising and promotionLn 12$2K$2K
OccupancyLn 16$39K$33K$7K
TravelLn 17$5K$5K$869
Depreciation, depletion and amortizationLn 22$4K$2K$2K
InsuranceLn 23$14K$11K$3K
Other expenses (24a–d)Ln 24$45K$31K$14K
All other expensesLn 24e$13K$8K$5K
Total functional expensesLn 25$428K$316K$105K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $584K$497K$87K$292K 990 PDF
FY2024 Viewing $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 $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 FY2024 990 (6 parts)
Part I · Summary $452,822 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $15,853$33,188
I-9 Program service revenuePrior year $339,511$419,533
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $4,995$101
I-12 Total revenuePrior year $360,359$452,822
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 $235,514$289,921
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $102,100$137,728
I-18 Total expensesPrior year $337,614$427,649
I-19 Revenue less expensesPrior year $22,745$25,173
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower 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
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $452,822 across 7 lines filed
VIII-1c Fundraising events$10,045
VIII-1f All other contributions, gifts and grants$23,143
VIII-1h Total contributions, gifts and grants$33,188
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $419,533$419,533
VIII-8 Net income from fundraising eventsExcluded from tax −$78−$78
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $179$179
VIII-12 Total revenueRelated to mission $419,712 · Unrelated business $0 · Excluded from tax −$78$452,822
Part IX · Statement of functional expenses $427,649 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $9,800 · Management $48,999 · Fundraising $6,533$65,332
IX-6 Pay of disqualified personsPrograms $200,378 · Management $3,546$203,924
IX-10 Payroll taxesPrograms $16,532 · Management $4,133$20,665
IX-11g Other fees for servicesManagement $14,774$14,774
IX-12 Advertising and promotionManagement $2,166$2,166
IX-16 OccupancyPrograms $32,703 · Management $6,541$39,244
IX-17 TravelPrograms $4,527 · Management $869$5,396
IX-22 Depreciation, depletion and amortizationPrograms $2,188 · Management $1,733$3,921
IX-23 InsurancePrograms $11,322 · Management $3,107$14,429
IX-24 Other expenses (24a–d)Programs $30,946 · Management $14,277$45,223
IX-24e All other expensesPrograms $7,833 · Management $4,742$12,575
IX-25 Total functional expensesPrograms $316,229 · Management $104,887 · Fundraising $6,533$427,649
Part X · Balance sheet $230,930 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $118,166$102,664
X-3 Pledges and grants receivableStart of year $66,863$100,534
X-9 Prepaid expenses and deferred chargesStart of year $5,655$9,384
X-10c Land, buildings and equipment, netStart of year $4,771$18,348
X-16 Total assetsStart of year $195,455$230,930
X-17 Accounts payable and accrued expensesStart of year $16,552$26,854
X-26 Total liabilitiesStart of year $16,552$26,854
X-27 Net assets without donor restrictionsStart of year $173,543$198,716
X-28 Net assets with donor restrictionsStart of year $5,360$5,360
X-32 Total net assets or fund balancesStart of year $178,903$204,076
X-33 Total liabilities and net assetsStart of year $195,455$230,930
Part XI · Reconciliation of net assets $204,076 net assets at year end
XI-1 Total revenue$452,822
XI-2 Total expenses$427,649
XI-3 Revenue less expenses$25,173
XI-4 Net assets at start of year$178,903
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$204,076

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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