2023-12-21T16:43:24-06:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2022-07-01 133568672 HARLEM EDUCATIONAL ACTIVITIES FUND INC HARL 2126639732 2090 ADAM CLAYTON POWELL BLVD NEW YORK NY 10027 MICHAEL G JOHNSON PRESIDENT & CEO 2126639732 2023-12-21 1 MICHAEL JOHNSON XXX-XX-XXXX 1 EVA MRUK P00543254 2122862600 2023-12-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL G JOHNSON 2090 ADAM CLAYTON POWELL BLVD NEW YORK NY 10027 6052342 0 X HTTPS://HEAF.ORG/ X 1990 DE THE HARLEM EDUCATIONAL ACTIVITIES FUND (HEAF) CHANGES THE LIVES OF YOUNG PEOPLE BEGINNING IN MIDDLE SCHOOL AND CONTINUING IN COLLEGE AND BEYOND THROUGH A YOUTH DEVELOPMENT APPROACH THAT INCLUDES RIGOROUS YEAR-ROUND ACADEMIC ENRICHMENT, SOCIAL AND CULTURAL EXPOSURE AND CONSTANT INDIVIDUAL ATTENTION. HEAF IS COMMITTED TO CREATING EQUAL OPPORTUNITIES AND EQUAL CHANCES FOR OUR SCHOLARS. 22 22 81 400 0 0 3927425 3176578 0 0 2161 48257 -102827 -154797 3826759 3070038 32965 12116 0 0 2289222 2562909 97000 76000 446623 1585451 1461528 4004638 4112553 -177879 -1042515 4061446 6458613 578853 3997355 3482593 2461258 X TO CHANGE THE LIVES OF YOUNG PEOPLE, BEGINNING IN MIDDLE SCHOOL AND CONTINUING IN COLLEGE AND BEYOND, THROUGH A YOUTH DEVELOPMENT APPROACH THAT INCLUDES RIGOROUS YEAR-ROUND ACADEMIC ENRICHMENT, SOCIAL AND CULTURAL EXPOSURE AND CONSTANT INDIVIDUAL ATTENTION. HEAF CREATES PATHWAYS TO COLLEGE AND THE WORKFORCE FOR MINORITY YOUTH BY PROVIDING RESOURCES THAT HELP THEM ACHIEVE HIGHER EDUCATION, FULFILLING CAREERS, AND GREATER LIFETIME EARNINGS. HEAF IS COMMITTED TO CREATING EQUAL OPPORTUNITIES AND EQUAL CHANCES FOR OUR SCHOLARS. 0 0 1215946 0 0 HEAF'S MIDDLE SCHOOL PROGRAMMING, HIGH EXPECTATIONS, PROVIDES EXPERIENTIAL LEARNING, INSTRUCTION IN MATH AND ELA, AND PREPARES STUDENTS FOR THE COMPETITIVE NYC HIGH SCHOOL ADMISSIONS PROCESS. PROGRAMMING RUNS AFTER SCHOOL 4 DAYS EACH WEEK AND FOR SEVERAL WEEKS DURING THE SUMMER. 1007450 12116 0 HEAF'S HIGH SCHOOL PROGRAMMING, COLLEGE QUEST OFFERS A WEALTH OF ENGAGING EDUCATIONAL EXPERIENCES TO OUR STUDENTS. IN ADDITION TO ACADEMIC ENRICHMENT, STUDENTS TAKE PART IN CULTURAL EXPERIENCES, A STEAM CLASS, OPPORTUNITIES FOR EXPOSURE TO CAREER PATHS AND TRAVEL THROUGH LEARNING FOR SOCIAL AND GLOBAL IMPACT. HIGH SCHOOL SENIORS ALSO PREPARED FOR THE SAT AND COLLEGE APPLICATIONS. HEAF ALSO SUPPORTS STUDENTS AS THEY TRANSITION TO COLLEGE. PROGRAMMING RUNS AFTER SCHOOL 4 DAYS EACH WEEK AND FOR SEVERAL WEEKS DURING THE SUMMER. 701056 0 0 HEAF'S YOUTH DEVELOPMENT PROGRAM TRANSCENDS THE IDEA OF A TRADITIONAL ACADEMIC CLASSROOM AND IS INSTEAD A SPACE THAT RECOGNIZES THE STUDENT AS THE EXPERT OF THEIR OWN EXPERIENCE AND PROMOTES THE SHARING OF ONE'S THOUGHTS, FEELINGS, AND IDEAS. THE PROGRAM OFFERS OPPORTUNITIES FOR LEADERSHIP DEVELOPMENT, CHARACTER BUILDING, CAREER EXPLORATION, AND SERVICE-LEARNING ACTIVITIES. ALL STUDENTS IN OUR MIDDLE AND HIGH SCHOOL PROGRAMMING ALSO ATTENDED YOUTH DEVELOPMENT CLASSES. 530993 0 0 ORGANIZATIONAL ACTIVITIES-PROFESSIONAL STAFF MUST MODEL A HIGH STANDARD OF EXCELLENCE, RESPONSIBILITY IN THEIR INTERACTIONS WITH STUDENTS, FAMILIES, AND COLLEAGUES. COLLABORATIVE PARTNERSHIPS WITH FAMILIES ARE INTEGRAL TO STUDENT SUCCESS. IN ADDITION TO PROFESSIONAL DEVELOPMENT OF OUR STAFF, ORGANIZATIONAL ACTIVITIES, INCLUDE GENERAL ACTIVITIES SUPPORTING COMMUNICATIONS, ALUMNI AND VOLUNTEER INITIATIVES. 530993 0 0 3455445 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 81 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X DEIRDRE BENNETT 2126639732 2090 ADAM CLAYTON POWELL BLVD NEW YORK NY 10027 FERN KHAN INTERIM CEO (THRU 8/22)/TRUSTEE 0.80 X X 0 0 0 DANIEL ROSE FOUNDER AND CHAIR EMERITUS 0.80 X X 0 0 0 KARLA MALOOF CHAIR 1.50 X X 0 0 0 BRETT MCCOLLOUGH VICE CHAIR 1.50 X X 0 0 0 JOSEPH DIMONDI TREASURER 0.80 X X 0 0 0 DAVE WILDMAN SECRETARY 0.80 X X 0 0 0 ALEXANDRA ALGER TRUSTEE 1.50 X 0 0 0 ALLISON ALLEN TRUSTEE 0.80 X 0 0 0 CECIL BROOKS JR TRUSTEE 0.80 X 0 0 0 JOHN K COLLINS TRUSTEE 0.80 X 0 0 0 GIRIDHAR GURURAJA TRUSTEE 0.80 X 0 0 0 JOHN JACOBSSON TRUSTEE 1.50 X 0 0 0 JONATHAN KNIPE TRUSTEE 0.80 X 0 0 0 DEIRDRE GUICE MINOR TRUSTEE 0.80 X 0 0 0 ERIC RAHE TRUSTEE 0.80 X 0 0 0 MARIA RODRIGUEZ TRUSTEE 0.80 X 0 0 0 BENJAMIN K SEMEL TRUSTEE 0.80 X 0 0 0 CALVIN SIMS TRUSTEE 0.80 X 0 0 0 COLETTE G SMITH TRUSTEE 0.80 X 0 0 0 MIKE SMITH TRUSTEE 0.80 X 0 0 0 NEIL DEGRASSE TYSON PH D TRUSTEE 0.80 X 0 0 0 TOM VERIPAPA TRUSTEE 0.80 X 0 0 0 DEIRDRE BENNETT CHIEF FINANCE & ADMIN. OFFICER 35.00 X 166892 0 28077 MICHAEL C JOHNSON PRESIDENT & CEO (FROM 8/22) 35.00 X 106921 0 106 JACQUELINE ADORNO CHIEF HUMAN RESOURCES OFFICER 35.00 X 126244 0 15733 RUTH RATHBLOTT FORMER PRESIDENT & CEO 0.00 X 176250 0 9916 576307 0 53832 4 1 1 0 JVCOMMS INC 1 BRIDGE STREET IRVINGTON NY 105331550 PUBLIC RELATIONS 137804 1 894865 7613 2274100 12640 3176578 41096 41096 2736132 2728971 7161 7161 7161 94605 894865 253333 -158728 -158728 MISCELLANEOUS 900099 3931 3931 3931 3070038 0 0 -106540 12116 12116 442732 341615 51688 49429 1699634 1535011 40208 124415 217514 189942 7836 19736 203029 177782 8636 16611 24900 24900 76000 76000 358692 252462 32485 73745 133904 133904 84115 56342 14174 13599 17396 16047 1329 20 654785 569560 20883 64342 43947 43699 248 20491 19826 665 32284 25828 3228 3228 52225 45692 1052 5481 STUDENT PROGRAM EXPENSE 34947 34930 17 PROFESSIONAL DEVELOP. 3842 689 3153 4112553 3455445 210485 446623 244556 270908 2843870 1544838 593802 815661 139417 217972 465791 296909 195492 168882 19642 21422 24667 3418930 4061446 6458613 184219 212066 12839 0 381795 3785289 578853 3997355 X 2015373 1036581 1467220 1424677 3482593 2461258 4061446 6458613 -1042515 21180 0 X X 0 1 X 1 0 X 5159284 3670290 3859674 3927425 3176578 19793251 20731 20731 5159284 3691021 3859674 3927425 3176578 19813982 2702370 17111612 9122 42532 13438 2130 41096 108318 637 2540 2618 3931 9726 19932026 0.85850 0.89810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 637. 2019 AMOUNT: $ 2,540. 2021 AMOUNT: $ 2,618. 2022 AMOUNT: $ 3,931. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103200 250 250 103200 103200 40 40 103200 103200 60 60 103200 103200 1636 1636 103200 103200 52 52 103200 0.00000 1.00000 0.00000 0 0 128934 65141 63793 336857 231768 105089 168882 SECURITY DEPOSITS 22360 OTHER RECEIVABLES 3288 RIGHT-OF-USE ASSETS - OPERATING LEASES, NET 3393282 3418930 OPERATING LEASE LIABILITIES 3785289 3785289 X 3104884 21180 92448 113628 2991256 78782 78782 3070038 4126219 92448 92448 4033771 78782 78782 4112553 PART V, LINE 4: HEAF MAINTAINS ASSETS THAT ARE LIMITED IN THEIR USE BY DONOR-IMPOSED RESTRICTIONS AND RESTRICTED FOR INVESTMENT IN PERPETUITY. THE INCOME AND GAINS FROM INVESTMENT OF THESE FUNDS ARE AVAILABLE TO SUPPORT THE OPERATIONS AND VARIOUS PROGRAMS OF HEAF, INCLUDING THE COLLEGE QUEST PROGRAM (WITHIN THE ACADEMY HIGH SCHOOL PROGRAM). PART X, LINE 2: HEAF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT HEAF HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. HEAF IS NO LONGER SUBJECT TO FEDERAL, STATE, OR LOCAL TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS PRIOR TO FISCAL 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROFESSIONAL FUNDRAISER EXPENSES, FORM 990, PART IX, LINE 11E 76,000. DIRECT EXPENSES OF OTHER SPECIAL EVENTS 2,782. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROFESSIONAL FUNDRAISER EXPENSES, FORM 990, PART IX, LINE 11E 76,000. DIRECT EXPENSES OF OTHER SPECIAL EVENTS 2,782. X X X X X X X 1 POWERED BY PROFESSIONALS INC 11 RICHARD DRIVE SHORT HILLS NJ 07078 FUNDRAISING AND PRODUCTION OF ANNUAL GALA 0 989470 76000 913470 989470 76000 913470 NY ANNUAL GALA 989470 894865 94605 161197 53739 38397 989470 894865 94605 161197 53739 38397 253333 -158728 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE AGREEMENT WITH POWERED BY PROFESSIONALS, INC. PROVIDES FOR PAYMENT OF FEES FOR SERVICES ON A MONTHLY BASIS, AS WELL AN INCREMENTAL FEE BASED ON GROSS EVENT REVENUE. EXPENSES EXCEEDING $500 REQUIRE HEAF'S WRITTEN APPROVAL. 1 INDUSTRY IMMERSION SUMMER PROGRAM 10 5000 STIPEND FOR COMPLETION OF YDL PROGRAM 3 900 HEAF 12TH GRADE SCHOLARSHIP AWARD 4 5000 ALEXANDRA KORRY SCHOLARSHIP AWARD 1 1216 PART I, LINE 2: SCHOLARSHIP AWARDS: HEAF IS COMMITTED TO OFFERING NOMINAL SCHOLARSHIP AWARDS AND STIPENDS TO STUDENTS WHO HAVE PROVEN THEMSELVES TO BE DEDICATED SCHOLARS AND COMMUNITY CITIZENS. THESE SCHOLARSHIPS ARE TO BE USED TO FURTHER THE EDUCATION AND CULTURAL EXPOSURE OF THE STUDENT. THE ORGANIZATION AWARDED SENIOR SCHOLARSHIPS TO EXCEPTIONAL GRADUATING 12TH GRADERS. COLLEGE ATTENDANCE IS THE PRIMARY REQUIREMENT AND IS VERIFIED THROUGH SCHOOL ROSTERS AND STAFF VISITS. GRADUATING SENIORS APPLY AND THE WINNERS ARE SELECTED BASED ON FINANCIAL NEED. THE ORGANIZATION'S ONWARD PROGRAM CONTINUES TO MONITOR STUDENT ENROLLMENT IN COLLEGE FOR 4-6 YEARS. THE ORGANIZATION ALSO AWARDED TEN $500 STIPENDS TO INDUSTRY IMMERSION SUMMER PROGRAM PARTICIPANTS, AND THREE $300 STIPENDS TO LEADERSHIP WORKSHIP PARTICIPENTS. THE ALEXANDRA KORRY SCHOLARSHIP, ESTABLISHED IN 2020, HONORS THE EXTRAORDINARY LEGACY OF ALEXANDRA DAVERN KORRY, A TRAILBLAZING LAWYER, EDUCATOR, AND CIVIL RIGHTS CHAMPION, WHO CHAIRED HEAF'S BOARD OF DIRECTORS DURING SOME OF ITS FORMATIVE YEARS. THE SCHOLARSHIP IS AWARDED ANNUALLY TO ONE OR MORE COLLEGE STUDENTS INTERESTED IN PURSUING LAW, SOCIAL JUSTICE, OR SOCIAL WORK IN GRADUATE SCHOOL. THE TOTAL AWARD IS $10,000 FOR USE TOWARD COLLEGE EXPENSES AS THEY ARE INCURRED, AND THE RECIPIENT ALSO RECEIVES MENTORSHIP BY THE KORRY SCHOLARSHIP COMMITTEE. X X X X X 1 0 0 0 0 0 0 0 0 DEIRDRE BENNETT CHIEF FINANCE & ADMIN. OFFICER 165926 0 0 0 966 0 0 0 28077 0 194969 0 0 0 RUTH RATHBLOTT FORMER PRESIDENT & CEO 0 0 0 0 176250 0 0 0 9916 0 186166 0 0 0 PART I, LINE 4A THE ORGANIZATION'S FORMER PRESIDENT & CEO RECEIVED A SEVERANCE PAYMENT IN 2022 AS REPORTED IN PART II, COLUMN B(III). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER. IT IS THEN SHARED WITH THE PRESIDENT & CEO, AND BOARD CHAIR AND TREASURER FOR THEIR REVIEW AND APPROVAL. PRIOR TO FILING, THE FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES, GIVING THEM AN OPPORTUNITY TO REVIEW, ASK QUESTIONS, AND PROVIDE FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES AANNUALLY DISCLOSE IN WRITING TO THE ENTIRE BOARD IF THEY OR ANY MEMBER OF THEIR IMMEDIATE FAMILIES OR ANY ORGANIZATION WITH WHICH THEY ARE AFFILIATED, PRESENTLY TRANSACT BUSINESS WITH HEAF. IT IS THE RESPONSIBILITY OF THE BOARD OF TRUSTEES TO DETERMINE IF A DISCLOSURE IS A CONFLICT AND REVIEW CONFLICTS ONCE DETERMINED. THE INTERESTED PERSON WITH A CONFLICT IS NOT ELIGIBLE TO VOTE ON MATTERS DIRECTLY PERTAINING TO THE MATTER. MINUTES OF CORRESPONDING MEETINGS REFLECT DISCLOSURES MADE AND THAT THE INTERESTED PERSON ABSTAINED FROM VOTING, AND WAS NOT COUNTED FOR THE PURPOSE OF DETERMINING A QUORUM. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE ORGANIZATION USED AN INDEPENDENT COMPENSATION CONSULTANT AND A COMPENSATION SURVEY/STUDY TO ESTABLISH THE COMPENSATION OF THE NEW PRESIDENT AND CEO. THE COMPENSATION WAS APPROVED BY THE EXECUTIVE COMMITTEE AND DOCUMENTED IN THE MEETING MINUTES. THE PROCESS LAST OCCURRED IN JULY 2022 LINE 15B: THE COMPENSATION OF THE ORGANIZATION'S CHIEF FINANCIAL & ADMINISTRATIVE OFFICER WAS DETERMINED USING COMPARABILITY DATA OF SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS. THE COMPENSATION WAS APPROVED BY THE EXECUTIVE COMMITTEE AND DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 HEAF MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY MAKING IT AVAILABLE ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BUDGET AND FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.