Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
HEARTLIGHT CENTER INC
Employer identification number
84-1577608
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
79,793
47,804
45,110
42,889
47,243
262,839
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
15,173
9,806
11,549
26,395
22,225
85,148
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
94,966
57,610
56,659
69,284
69,468
347,987
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
60,411
11,503
27,745
5,000
104,659
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
60,411
11,503
27,745
5,000
104,659
8
Public support (Subtract line 7c from line 6.)
243,328
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
94,966
57,610
56,659
69,284
69,468
347,987
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
70
106
94
270
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
70
106
94
270
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
95,036
57,716
56,753
69,284
69,468
348,257
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
69.870 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
64.720 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
HEARTLIGHT CENTER INC
Employer identification number
84-1577608
Return Reference
Explanation
FORM 990-EZ, PART I, LINE 16
EXPENSES INSURANCE 3,357 BANK/CREDIT CARD CHARGES 1,571 BUSINESS REGISTRATION FEE 10 MEALS FOR MEETINGS 243 MEMBERSHIP FEES 294 MISCELLANEOUS EXPENSES 72 PROGRAM EXPENSE 100 WEBSITE & VIDEO EXPENSE 30 TOTAL 5,677
THE MISSION OF HEARTLIGHT CENTER IS TO GIVE SOLACE TO THE GRIEVING AND EDUCATE THE METROPOLITAN DENVER COMMUNITY ABOUT THE PROCESS OF GRIEF. OUR MAIN GOAL IS TO PROVIDE EDUCATION AND SUPPORT FOR INDIVIDUALS OF ALL AGES, FAMILIES, CLERGY, HOSPITAL AND HOSPICE PERSONNEL, COUNSELORS, THERAPISTS, FUNERAL SERVICE PROFESSIONALS, AND OTHER CAREGIVERS IN OUR COMMUNITY. THE SPECIFIC OBJECTIVES HEARTLIGHT CENTER PURSUES TO ACCOMPLISH THESE GOALS ARE AS FOLLOWS: 1. OFFER COMPREHENSIVE PROGRAMS TO SERVE INDIVIDUALS, FAMILIES AND CAREGIVERS WHO ARE DEALING WITH END-OF-LIFE, DEATH AND GRIEF CONCERNS. 2. COLLABORATE WITH OTHER INDIVIDUALS AND ORGANIZATIONS TO EXTEND OUR SERVICES THROUGHOUT THE COMMUNITY. 3. MAKE GRIEF SUPPORT AVAILABLE BY THE ACTIVE USE OF VOLUNTEERS AND PURSUING PRIVATE, PUBLIC & CHARITABLE FINANCIAL SUPPORT. 4. CONTINUE TO SURVEY OUR ATTENDEES UTILIZING THE INFORMATION GATHERED TO IMPROVE CURRENT PROGRAMS AND DEVELOP ADDITIONAL PROGRAMS BASED ON NEEDS.
FORM 990-EZ, PART III, LINE 28
HEARTLIGHT CENTER HAS ON-GOING SUPPORT GROUPS THAT MEET MONTHLY AND HAVE A 10/SESSION SUGGESTED DONATION. THE GROUPS FOLLOW AN OPEN FORMAT WHERE PARTICIPANTS MAY COME AND GO BASED ON THEIR NEEDS WITH NO START AND END DATE. ADDITIONAL DONATIONS ARE APPRECIATED. FOLLOWING IS A SUMMARY OF THE SUPPORT GROUPS WITH A BRIEF DESCRIPTION AND NUMBER OF PARTIPANTS FOR 2013: 1. GROWING THROUGH GRIEF AN ON-GOING FIRST SUPPORT GROUP FOR NEWLY BEREAVED INDIVIDUALS AND FAMILIES WHO ARE GRIEVING THE LOSS OF A LOVED ONE. ALL ARE WELCOME REGARDLESS OF THE TYPE OF DEATH. IN 2013, THERE WERE 83 PARTICIPANTS WHO ATTENDED THIS PROGRAM. 2. WIDOW(ER) EDUCATION AND SUPPORT GROUP AN ONGOING SUPPORT AND EDUCATIONAL GROUP FOR PEOPLE WHO HAVE EXPERIENCED THE DEATH OF A SPOUSE, PARTNER OR SIGNIFICANT OTHER. IF YOUR LOSS IS RECENT OR YEARS AGO, YOU ARE WELCOME TO COME AND SPEND AN EVENING WITH OTHERS WHO ARE ON A SIMILAR JOURNEY. (NEWCOMERS ARE ENCOURAGED TO ATTEND THIS GROUP BEFORE ATTENDING THE WIDOW(ER) PEER SUPPORT GROUP). IN 2013, THERE WERE 288 PARTICIPANTS WHO ATTENDED THIS PROGRAM. 3. WIDOW(ER) PEER SUPPORT GROUP - AN ONGOING SUPPORT GROUP FOCUSED ON DISCUSSION TOPICS RELATING TO THE GRIEF AND LOSS JOURNEY. IN 2013, THERE WERE 237 PARTICIPANTS WHO ATTENDED THIS PROGRAM. 4. LOSS OF A PARENT AN ON-GOING SUPPORT GROUP FOR ADULTS WHO HAVE LOST A PARENT. IN 2013, THERE WERE 90 PARTICIPANTS WHO ATTENDED THIS PROGRAM. 5. GUILT, GRIEF & ANGER - FOR MANY OF US, AS WE GRIEVE, OUR MINDS CAN GO OVER & OVER THE EVENTS, OUR REGRETS AND CONCERNS. WE CAN CARRY A GREAT DEAL OF GUILT, WHICH THEN OVERSHADOWS OUR EXPERIENCE OF GRIEF. SPEND 2 SESSIONS IN A SAFE AND SUPPORTIVE ATMOSPHERE. IN 2013, THERE WERE 14 PARTICIPANTS WHO ATTENDED THIS PROGRAM. 6. COPING WITH SUDDEN, TRAUMATIC LOSS - THE WAY THAT WE GRIEVE IS AS DIFFERENT AS OUR FINGERPRINTS. BUT THE CIRCUMSTANCES OF EACH DEATH AND ITS IMPACT ON US CAN BE SO CHALLENGING WHEN SOMEONE WE LOVE DIES SUDDENLY AND UNEXPECTEDLY. JUST TRYING TO "GET OUR HEAD AROUND" WHAT HAS HAPPENED CAN BECOME OVERWHELMING AND DEEPLY IMPACTS THE CHALLENGE OF INTEGRATING WHAT HAS HAPPENED INTO OUR DAILY LIVES. COME AND SHARE YOUR EXPERIENCE WITH OTHERS WHO ARE WALKING A SIMILAR PATH. IN 2013, THERE WERE 10 PARTICIPANTS WHO ATTENDED THIS PROGRAM. 7. MEN'S WIDOWED GROUP - A PEER SUPPORT GROUP DEDICATED TO ADDRESSING THE UNIQUE ISSUES ENCOUNTERED BY MEN WHO HAVE EXPERIENCED THE DEATH OF A SPOUSE, PARTNER, OR SIGNIFICANT OTHER. IN 2013, THERE WERE 23 PARTICIPANTS WHO ATTENDED THIS PROGRAM. IN TOTAL, THERE WERE 54 TOTAL SESSIONS WITH 745 ATTENDEES.
FORM 990-EZ, PART III, LINE 29
HEARTLIGHT CENTER HAS ONE-TIME GRIEF RELATED PROGRAMS/PRESENTATIONS THAT WERE HOSTED BY VARIOUS GUEST PRESENTERS. THROUGHOUT THE YEAR HEARTLIGHT CENTER OFFERS PROGRAMS FOR THE PROFESSIONAL OR LAY CAREGIVERS ON CURRENT TOPICS. THE PROGRAMS CAN BE GROUP DISCUSSIONS, SPECIALTY SPEAKERS, NETWORKING OPPORTUNITIES, COMPASSION FATIGUE SUPPORT, PANEL DISCUSSIONS OR ANY TOPIC THAT DEEMS IMPORTANT.
FORM 990-EZ, PART III, LINE 30
FACING THE MOURNING IS AN INTERACTIVE SUPPORT GROUP FOR FRIENDS AND FAMILY MEMBERS ADDRESSING ALL TYPES OF DEATH AND LENGTH OF GRIEVING. THE GROUP IS DESIGNED TO HELP WITH THE GRIEVING PROCESS BY USING VISUAL AND THOUGHT PROVOKING TOOLS AND EXAMPLES. THE ATTENDEES HAVE WEEKLY ASSIGNMENTS TO SUPPORT THE CONCFTM VERSION II - PART MANUAL COVEREPTS INTRODUCED IN EACH SESSIONS. EACH ATTENDEE RECEIVES A FACING THE MOURNING PARTICIPANT MANUAL. IN 2013, THERE WERE TWO 4-WEEK FACING THE MOURNING GROUPS AND ONE FACILITATOR TRAINING.
FORM 990-EZ, PART III, LINE 31
IN 2012, HEARTLIGHT CENTER, INC. BEGAN HELPING HANDS FUND TO DONATE FUNDS TO VARIOUS INDIVIDUALS AND NON-PROFITS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.