2026-05-04T08:03:20+00:00 2025-06-30 135381590 BDO USA 200 PARK AVE 38TH FLOOR NEW YORK NY 10166 990 2024-07-01 113538646 HEARTSHARE WELLNESS LTD HEAR 7184224200 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 DAWN W VALENTINE-SAFFAYEH EXECUTIVE DIRECTOR/PRESIDENT & CEO 2026-05-04 true TARA COOKE P01281186 2128858000 2026-04-30 2024 2025-03-06 01:10:19Z DAWN W VALENTINE-SAFFAYEH 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 1848892 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 74935 16251 1245898 1677475 11603 1287 77997 78040 1410433 1773053 0 0 0 762403 1211590 0 0 0 420439 554504 1182842 1766094 227591 6959 4766993 4422747 2877257 2526052 1889736 1896695 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 1574595 0 1677475 HEARTSHARE WELLNESS'S ARTICLE 16 CLINIC SUPPORTED OVER 470 INDIVIDUALS AND PROVIDED OVER 11,300 UNITS OF SERVICE. 1574595 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 false false true false false false false true 5 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 false true true true true true true false false false false X DEVIN L CHAPMAN 7184223269 330 JAY STREET 29TH FLOOR BROOKLYN NY 112014326 FRANK J MARESCA VICE CHAIRMAN 0.2 1.0 X X 0 0 0 JIM KERR BOARD CHAIRMAN 0.2 0.5 X X 0 0 0 JOSEPH R BENFANTE ESQ TREASURER 0.2 0.5 X X 0 0 0 MATTHEW LIPSKY SECRETARY 0.2 0.5 X X 0 0 0 DAWN W VALENTINE-SAFFAYEH EXECUTIVE DIRECTOR / PRESIDENT & CEO - HSHS, HSVS, HEC, HSW 0.1 34.9 X 0 511564 60236 CAMILO MARAVILLA PHYSICAL THERAPIST 35.0 0 X 111471 0 2708 111471 511564 62944 1 false true false 0 11107 5144 16251 PATIENT SERVICES 1677475 1677475 0 0 0 0 0 0 1677475 1287 0 0 1287 151679 75839 75840 0 75840 0 0 75840 0 0 WORKER'S COMP. REFUND 900099 2200 0 0 2200 0 0 0 0 2200 1773053 1677475 0 79327 1003310 1003310 0 0 37297 37297 0 0 67003 67003 0 0 103980 103980 0 0 170253 0 170253 0 103104 87109 15995 0 28685 24062 4623 0 130085 130085 0 0 334 334 0 0 2463 2463 0 0 32315 32315 0 0 CREDIT LOSS EXPENSE 60000 60000 0 0 REPAIRS AND MAINTENANCE 19419 19419 0 0 MEDICAL SUPPLIES 5825 5825 0 0 MISCELLANEOUS EXPENSE 2021 1393 628 0 0 0 0 0 1766094 1574595 191499 0 1400577 1784031 162042 240556 0 0 0 0 16105 6715 53565 40227 11319 13338 0 0 3176950 2378107 4766993 4422747 762046 909949 0 0 2115211 1616103 2877257 2526052 X 1889736 1896695 0 0 1889736 1896695 4766993 4422747 6959 0 X false true true false X 118190 365855 6635 74935 16251 581866 243348 551732 797228 1245898 1677475 4515681 0 0 0 361538 917587 803863 1320833 1693726 5097547 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5097547 187603 181060 175310 167597 152966 864536 0 187603 181060 175310 167597 152966 864536 0 427 2762 880 0 2200 6269 549568 1101409 980053 1488430 1848892 5968352 0.85410 0.8408 0.14 0.1576 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 427.0, COLUMN B - 2762.0, COLUMN C - 880.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 4069.0; DESCRIPTION - WORKER'S COMP. REFUND, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 2200.0, COLUMN F - 2200.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8165 709 7456 45400 39518 5882 13338 RIGHT-OF-USE ASSETS 1478220 DUE FROM HEARTSHARE HUMAN SERVICES OF NEW YORK 728729 DUE FROM METRO COMMUNITY HEALTH CENTERS, INC. 152429 SECURITY DEPOSITS 18729 2378107 Federal Income Taxes OPERATING LEASE LIABILITY 1607639 DUE TO GOVERNMENT 8464 1616103 X 1848892 75839 75839 1773053 0 0 1773053 1841933 75839 75839 1766094 0 0 1766094 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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, 2025, 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, 2025, WELLNESS WAS NOT SUBJECT TO ANY EXAMINATION BY A TAXING AUTHORITY. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 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. - 75839 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 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. - 75839 false false false false false false false false false DAWN W VALENTINE-SAFFAYEH EXECUTIVE DIRECTOR / PRESIDENT & CEO - HSHS, HSVS, HEC, HSW 0 401564 0 110000 0 0 0 26600 0 33636 0 571800 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation 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, Line 15 PROCESS TO ESTABLISH COMPENSATION 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 THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES OF THE ORGANIZATION AND ITS 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. Form 990, Part VI, Line 3 Delegation of management duties 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, Line 6 Classes of members or stockholders 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, Line 7a Members or stockholders electing members of governing body 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, Line 7b Decisions requiring approval by members or stockholders 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, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy 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, Line 19 Required documents available to the public 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 CHANGE OF OVERSIGHT PROCESS OR SELECTION PROCESS 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 SERVICES NY 501(c)(3) 10 NA false HEARTSHARE EDUCATION CENTER 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 900452757 AUTISM SCHOOL NY 501(c)(3) 2 HHS false ST VINCENT'S SERVICES INC 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 111631823 CHILD SERVICES NY 501(c)(3) 10 HHS false HSVS PROPERTY FOUNDATION LTD 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 822726570 TITLE HOLDING NY 501(c)(2) HSVS false WILLIAM M CASEY FOUNDATION INC 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 237339626 TITLE HOLDING NY 501(c)(2) HSVS false HSVS HOUSING CORPORATION 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 992536054 HOUSING NY 501(c)(3) Type I HSVS false HSVS ALEMBIC MANAGER LLC 111 JOHN STREET SUITE 1710 NEW YORK NY 10038 991303559 MANAGING COMPANY NY HSVS CLARKSON INC N/A 0 0 false 0 false 0 HEARTSHARE PRODUCTIONS LTD 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 311584808 FILM PRODUCTION NY HHS C Corporation 0 0 0 false HSVS CLARKSON HOUSING DEVELOPMENT FUND CORPORATION 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 994169682 HOUSING NY HSVS HC C Corporation 0 0 0 false HSVS CLARKSON INC 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 993011446 HOUSING NY HSVS HC C Corporation 0 0 0 false false false false true false false false false false false false false true false true true false false false