2025-05-07T08:07:44-05:00 2024-06-30 BDO USA 200 PARK AVENUE 38TH FLOOR NEW YORK NY 10166 990 2023-07-01 113538646 Heartshare Wellness Ltd % DEVIN CHAPMAN HEAR 7184223235 330 Jay Street 29TH FLOOR Brooklyn NY 11201 DAWN W VALENTINE-SAFFAYEH EXEC DIR/PRES. & CEO 7184223235 2025-05-02 true true Tara Cooke P01281186 2128858000 2023 2025-03-06 01:10:19Z DAWN W VALENTINE-SAFFAYEH 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 1488430 false X WWW.HEARTSHAREWELLNESS.ORG X 2000 NY TO PROVIDE THE HIGHEST QUALITY LONG TERM THERAPY SERVICES, BOTH HABILITATIVE AND REHABILITATIVE SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 4 4 16 4 0 0 6635 74935 797228 1245898 23103 11603 76984 77997 903950 1410433 0 0 0 0 667995 762403 0 0 0 1388497 420439 2056492 1182842 -1152542 227591 4986191 4766993 3324046 2877257 1662145 1889736 X HEARTSHARE'S ARTICLE 16 CLINIC IS A LONG-TERM THERAPY CLINIC FOR THE BENEFIT OF CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. IT OFFERS A VARIETY OF THERAPIES AND EVALUATIONS AT BOTH ITS MAIN CLINIC LOCATION, 177 LIVINGSTON STREET IN BROOKLYN, NEW YORK, AND 7 SATELLITE CLINIC LOCATIONS THROUGHOUT BROOKLYN, QUEENS AND STATEN ISLAND. THE CLINIC'S OFFERINGS INCLUDE: SPEECH, OCCUPATIONAL AND PHYSICAL THERAPIES; INDIVIDUAL AND GROUP COUNSELING, INCLUDING SEXUALITY COUNSELING; PSYCHOLOGICAL AND PSYCHOSOCIAL EVALUATIONS; AND SEXUALITY ASSESSMENTS. false false 1069983 0 1245898 HEARTSHARE WELLNESS'S ARTICLE 16 CLINIC SUPPORTED OVER 330 INDIVIDUALS AND PROVIDED OVER 8,500 UNITS OF SERVICE. 1069983 true true false false false false false false false false true false false true true true true true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 8 0 true 16 true false false false false false false false false false false false false X 4 4 false true false false true true true true true false false true true true true true true false false false X DEVIN CHAPMAN 7184223269 330 JAY STREET 29TH FLOOR BROOKLYN NY 112014326 DAWN W VALENTINE-SAFFAYEH EXECUTIVE DIRECTOR/PRES. & CEO 0.15 34.85 X 0 461923 38093 CAMILO MARAVILLA PHYSICAL THERAPIST 35.0 0.0 X 117739 0 2569 JIM KERR BOARD CHAIRMAN 0.15 0.5 X X 0 0 0 FRANK J MARESCA VICE CHAIRMAN 0.15 0.5 X X 0 0 0 MATTHEW LIPSKY SECRETARY 0.15 0.5 X X 0 0 0 JOSEPH R BENFANTE ESQ TREASURER 0.15 0.5 X X 0 0 0 117739 461923 40662 1 false true false 0 71020 3915 74935 PATIENT SERVICES 623990 1245898 1245898 1245898 11603 11603 0 0 155994 77997 77997 0 77997 77997 0 0 0 0 0 0 0 0 0 0 0 1410433 1245898 89600 0 0 0 0 0 0 631600 631600 35426 35426 26136 26136 69241 69241 111839 111839 0 0 0 0 0 95394 95394 0 0 0 19895 18967 928 0 0 149826 149826 0 0 0 0 0 2748 2748 24981 24981 REPAIRS AND MAINTENANCE 13174 13174 MEDICAL SUPPLIES 493 493 MISCELLANEOUS EXPENSE 2089 1997 92 1182842 1069983 112859 0 617819 1400577 0 0 0 0 15943 162042 0 0 0 0 0 0 0 0 2119 16105 49081 37762 3380 11319 0 0 0 0 0 0 0 0 4346930 3176950 4986191 4766993 730210 762046 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2593836 2115211 3324046 2877257 X 1662145 1889736 0 0 1662145 1889736 4986191 4766993 227591 X X false true X true false X 106621 118190 365855 6635 74935 672236 1312389 243348 551732 797228 1245898 4150595 0 0 0 1419010 361538 917587 803863 1320833 4822831 0 0 0 4822831 192678 187603 181060 175310 167597 904248 0 192678 187603 181060 175310 167597 904248 0 4699 427 2762 880 0 8768 1616387 549568 1101409 980053 1488430 5735847 0.84082 0.88092 0.15765 0.11798 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8165 28 8137 40916 37734 3182 11319 RIGHT-OF-USE ASSETS 1972917 DUE FROM HEARTSHARE HUMAN SERV 966751 DUE FROM METRO COMM HEALTH CTR 218553 SECURITY DEPOSITS 18729 3176950 0 OPERATING LEASE LIABILITY 2115211 2115211 X 1488430 77997 77997 1410433 1410433 1260839 77997 77997 1182842 1182842 PART X, LINE 2: HEARTSHARE WELLNESS LTD ("WELLNESS") HAS NOT TAKEN ANY UNSUBSTANTIATED TAX POSITIONS THAT WOULD REQUIRE PROVISION OF A LIABILITY UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. UNDER ASC 740, AN ORGANIZATION MUST RECOGNIZE THE TAX LIABILITY ASSOCIATED WITH UNCERTAIN TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. WELLNESS DOES NOT BELIEVE THAT THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. WELLNESS HAS FILED INTERNAL REVENUE SERVICE (IRS) FORM 990, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHEN IT IS REQUIRED. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023 THERE WAS NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. WELLNESS IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES. AS OF JUNE 30, 2024, WELLNESS WAS NOT SUBJECT TO ANY EXAMINATION BY A TAXING AUTHORITY. PART XI, LINE 2D: ADJUSTMENT RELATES TO RENTAL EXPENSE RECLASSED FROM OCCUPANCY COSTS IN PART IX, STATEMENT OF FUNCTIONAL EXPENSES, TO NET AGAINST RENTAL INCOME IN PART VIII, STATEMENT OF REVENUE. PART XII, LINE 2D: ADJUSTMENT RELATES TO RENTAL EXPENSE RECLASSED FROM OCCUPANCY COSTS IN PART IX, STATEMENT OF FUNCTIONAL EXPENSES, TO NET AGAINST RENTAL INCOME IN PART VIII, STATEMENT OF REVENUE. X X X X false false false false false false false false false DAWN W VALENTINE-SAFFAYEH EXECUTIVE DIRECTOR/PRES. & CEO 0 376923 0 85000 0 0 0 3408 0 34685 0 500016 0 0 SCHEDULE J, PART I, LINE 3: THE EXECUTIVE DIRECTOR WAS PAID BY A RELATED 501(C)(3) ORGANIZATION WHICH USED ONE OR MORE OF THE METHODS LISTED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. FORM 990, PART VI, SECTION A, LINE 3: HEARTSHARE WELLNESS PURCHASES CERTAIN ADMINISTRATIVE FUNCTIONS, INCLUDING FISCAL, PAYROLL, AND HUMAN RESOURCES SERVICES, FROM HEARTSHARE HUMAN SERVICES OF NEW YORK, A RELATED 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6: HEARTSHARE WELLNESS IS A MEMBERSHIP ORGANIZATION WITH THREE MEMBERS: THE CHAIRPERSON OF THE BOARD OF HEARTSHARE HUMAN SERVICES OF NEW YORK, THE PRESIDENT AND CEO OF HEARTSHARE HUMAN SERVICES OF NEW YORK, AND ONE OTHER PERSON DESIGNATED BY THE CHAIRPERSON OF HEARTSHARE HUMAN SERVICES OF NEW YORK. FORM 990, PART VI, SECTION A, LINE 7A: AS A PART OF THE RESERVED POWER OF THE MEMBERS, THE MEMBERS APPROVE THE ELECTION AND RE-ELECTION OF THE TRUSTEES OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B: THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE HEARTSHARE WELLNESS BOARD INCLUDING, BUT NOT LIMITED TO, CHANGES IN PHILOSOPHY OR MISSION OF THE CORPORATION, CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS, ELECTION OF THE BOARD OF TRUSTEES, DISSOLVING THE CORPORATION, ETC. FORM 990, PART VI, SECTION B, LINE 11B: THE FULL BOARD REVIEWS AND APPROVES THE HEARTSHARE WELLNESS FORM 990 PRIOR TO FILING. ANY COMMENTS ARISING FROM THE REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE. FORM 990, PART VI, SECTION B, LINE 12C: HEARTSHARE WELLNESS, LTD.'S CONFLICT OF INTEREST POLICY REQUIRES ALL MEMBERS, TRUSTEES, KEY EMPLOYEES OF THE CORPORATION AND INDEPENDENT CONTRACTORS WHO PROVIDE SUBSTANTIAL SERVICES AND/OR MATERIALS TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT AND FILE IT WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES. THE BOARD REVIEWS EACH REPORTED POTENTIAL CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST ARISES, THE MATTER MAY BE REMEDIED VIA RECUSAL OR DISQUALIFICATION,MEANING THAT THE TRUSTEE, CORPORATE OFFICER, KEY EMPLOYEE, OR INDEPENDENT CONTRACTOR DOES NOT PARTICIPATE IN THE MATTER (ABSTAIN FROM MAKING MOTIONS, VOTING, EXECUTING AGREEMENTS, ETC.) THAT POSES THE CONFLICT OF INTEREST. IN THE EVENT OF A VIOLATION OF THE CONFLICT OF INTEREST POLICY, THE BOARD OF TRUSTEES RESERVES THE RIGHT TO ENFORCE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINES 15A & 15B: THE REPORTING ORGANIZATION HAS NO COMPENSATION PAID TO THE TOP MANAGEMENT OFFICIAL, OF THE ORGANIZATION. COMPENSATION IS PAID BY A RELATED 501(C)(3) ORGANIZATION, HEARTSHARE HUMAN SERVICES OF NEW YORK ("HEARTSHARE"). HEARTSHARE, A RELATED 501(C)(3) ORGANIZATION, HAS A COMPENSATION COMMITTEE THAT DETERMINES COMPENSATION OF THE EXECUTIVE DIRECTOR/PRESIDENT & CEO AND OTHER SENIOR EXECUTIVES OF HEARTSHARE, THE ORGANIZATION AND HEARTSHARE'S OTHER AFFILIATED ORGANIZATIONS. ON AN ANNUAL BASIS, THE COMMITTEE REVIEWS AND CONTEMPORANEOUSLY DOCUMENTS THE EXECUTIVES' PERFORMANCE AND COMPENSATION USING INDEPENDENT COMPENSATION SOURCES, INCLUDING SALARY SURVEYS, FORM 990'S OF COMPARABLE ORGANIZATIONS, AND INFORMATION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION CONSULTANT CONFIRMS THAT TOTAL COMPENSATION IS REASONABLE AND WITHIN MARKET NORMS. COUNSEL CONFIRMS THAT ALL COMPENSATION PROCEDURES AND ARRANGEMENTS SATISFY THE IRS SAFE HARBOR REGARDING REASONABLE COMPENSATION. THE PROCESS LAST OCCURRED IN FYE 2024. FORM 990, PART VI, SECTION C, LINE 19: UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE ONLY THOSE DOCUMENTS REQUIRED TO BE DISCLOSED UNDER THE PUBLIC INSPECTION LAWS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HEARTSHARE HUMAN SERVICES OF NEW YORK 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 111633549 HUMAN SVCS NY 501(C)(3) LINE 10 NA false HEARTSHARE EDUCATION CENTER 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 900452757 AUTISM SCHOOL NY 501(C)(3) LINE 2 HHS false ST VINCENT'S SERVICES INC 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 111631823 CHILD SVCS NY 501(C)(3) LINE 10 HHS false HSVS PROPERTY FOUNDATION LTD 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 822726570 TITLE HOLDING NY 501(C)(2) N/A HSVS false WILLIAM M CASEY FOUNDATION INC 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 237339626 TITLE HOLDING NY 501(C)(2) N/A HSVS false HSVS HOUSING CORPORATION 66 BOERUM PL BROOKLYN NY 11201 992536054 HOUSING NY 501(C)(3) LINE 12A HSVS false HEARTSHARE PRODUCTIONS LTD 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 311584808 FILM PRODUCTION NY HHS C CORP 0 0 0.00000 false false false false true false false false false false false false false true false true true false false false