WARM HEARTH FOUNDATION INCORPORATED: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WARM HEARTH FOUNDATION INCORPORATED (EIN 54-1639629)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-08
- IRS object ID
- 202522209349300612
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-08T09:00:31+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541639629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warm Hearth Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARM | BusinessNameControlTxt |
| Phone | 5409611712 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2607 WARM HEARTH DRIVE No 100 | AddressLine1Txt |
| City | Blacksburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY J NEVITT | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2025-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2025-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM LESTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2607 WARM HEARTH DRIVE No 100 | AddressLine1Txt |
| City | Blacksburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $779,019 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RETIRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | WARM HEARTH FOUNDATION RECEIVES AND ADMINISTERS SUPPORTING FUNDS FOR THE PURPOSES OF RESIDENTS OF WARM HEARTH VILLAGE AS FOLLOWS: (A) HOUSING SERVICES TO ELDERLY AND HANDICAPPED AS PROVIDED BY TROLINGER HOUSE, INC., NEW RIVER HOUSE, INC., NEW CENTURY HOUSING, INC., AND WARM HEARTH, INC., (B) NON-PROFIT NURSING HOME AND ASSISTED LIVING CARE AS PROVIDED BY NRV NURSING CENTER, INC. AND SHOWALTER CENTER, INC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $718,591 | PYContributionsGrantsAmt |
| CY Contributions Grants | $641,712 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $311 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,858 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,704 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,809 | PYOtherRevenueAmt |
| CY Other Revenue | $81,539 | CYOtherRevenueAmt |
| PY Total Revenue | $780,258 | PYTotalRevenueAmt |
| CY Total Revenue | $746,266 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $89,458 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $260,788 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $83,865 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $449,370 | PYOtherExpensesAmt |
| CY Other Expenses | $447,748 | CYOtherExpensesAmt |
| PY Total Expenses | $538,828 | PYTotalExpensesAmt |
| CY Total Expenses | $708,536 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $241,430 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,730 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,485,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,027,224 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $240,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $171,978 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,244,576 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,855,246 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WARM HEARTH FOUNDATION RECEIVES AND ADMINISTERS SUPPORTING FUNDS FOR THE PURPOSES OF RESIDENTS OF WARM HEARTH VILLAGE AS FOLLOWS: (A) HOUSING SERVICES TO ELDERLY AND HANDICAPPED AS PROVIDED BY TROLINGER HOUSE, INC., NEW RIVER HOUSE, INC., NEW CENTURY HOUSING, INC., AND WARM HEARTH, INC., (B) NON-PROFIT NURSING HOME AND ASSISTED LIVING CARE AS PROVIDED BY NRV NURSING CENTER, INC. AND SHOWALTER CENTER, INC. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $573,343 | ExpenseAmt |
| Grant | $260,788 | GrantAmt |
| Desc | THE CORPORATION RECEIVES AND ADMINISTERS CHARITABLE CONTRIBUTIONS FOR THE SUPPORT OF WARM HEARTH VILLAGE, A SENIORS HOUSING COMMUNITY IN BLACKSBURG, VIRGINIA. WARM HEARTH VILLAGE PROVIDES ELDERLY AND HANDICAPPED PERSONS WITH AFFORDABLE HOUSING. THE CORPORATION PROVIDES SUPPORT TO EIGHT AFFILIATED ORGANIZATIONS WHICH COMPRISE WARM HEARTH VILLAGE, PROVIDING HOUSING TO APPROXIMATELY 350 PERSONS. | Desc |
| Total Program Service Expenses | $573,343 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Molly J Nevitt | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5404433423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2607 Warm Hearth Dr Ste 100 | AddressLine1Txt |
| City | Blacksburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24060 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Karen Hanks | ||||||||
| Secretary | 0.5 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mike Spears | ||||||||
| Treasurer | 0.5 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Thomas Pierce | ||||||||
| President | 0.5 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard Shepherd | ||||||||
| Trustee | 0.5 | 3.5 | Yes (X) | $0 | $0 | $0 | ||
| Savanna Dyer | ||||||||
| Trustee | 0.5 | 3.5 | Yes (X) | $0 | $0 | $0 | ||
| Molly Nevitt | ||||||||
| CFO | 0.5 | 39.5 | Yes (X) | $0 | $148,246 | $3,923 | ||
| William Lester | ||||||||
| President and CEO | 0.5 | 39.5 | Yes (X) | $0 | $185,761 | $5,248 | ||
| Alison Trigg | ||||||||
| Showalter Admin | 0.5 | 39.5 | $0 | $105,534 | $499 | Yes (X) | ||
| Kevin Sands | ||||||||
| RN Director | 0.5 | 39.5 | $0 | $106,749 | $3,140 | Yes (X) | ||
| Shaunna Andrews | ||||||||
| Director of Nursing | 0.5 | 39.5 | $0 | $103,685 | $2,061 | Yes (X) | ||
| Tambra Dixon | ||||||||
| VP of Philanthropy | 0.5 | 39.5 | $0 | $120,181 | $3,317 | Yes (X) | ||
| Walter Williams | ||||||||
| Director of Network Services | 0.5 | 39.5 | $0 | $107,463 | $3,292 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $877,619 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,480 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $641,712 | AllOtherContributionsAmt |
| Total Contributions | $641,712 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311 | TotalRevenueColumnAmt |
| Exclusion | $311 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $311 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,704 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,704 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,704 | TotalRevenueColumnAmt |
| Exclusion | $22,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $54,155 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $32,753 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,402 | TotalRevenueColumnAmt |
| Exclusion | $21,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $60,072 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,072 | TotalRevenueColumnAmt |
| Exclusion | $60,072 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $65 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $65 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $746,266 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,554 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,086 | TotalAmt |
| Program Services | $246,086 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,702 | TotalAmt |
| Program Services | $14,702 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,116 | TotalAmt |
| Management And General | $2,116 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,236 | TotalAmt |
| Management And General | $3,236 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,653 | TotalAmt |
| Program Services | $1,585 | ProgramServicesAmt |
| Management And General | $1,068 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15 | TotalAmt |
| Management And General | $15 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,275 | TotalAmt |
| Program Services | $3,973 | ProgramServicesAmt |
| Management And General | $10,302 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,405 | TotalAmt |
| Program Services | $1,762 | ProgramServicesAmt |
| Management And General | $1,643 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,825 | TotalAmt |
| Program Services | $10,825 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,407 | TotalAmt |
| Program Services | $1,348 | ProgramServicesAmt |
| Management And General | $59 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386 | TotalAmt |
| Management And General | $1,386 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,093 | TotalAmt |
| Program Services | $7,093 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,070 | TotalAmt |
| Program Services | $10,070 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| shared services | $211,651 | $109,839 | $30,559 | $71,253 |
| other program services | $163,992 | $163,992 | ||
| fundraising | $12,612 | $12,612 | ||
| Repairs and maintenance | $1,415 | $1,415 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,597 | TotalAmt |
| Program Services | $653 | ProgramServicesAmt |
| Management And General | $944 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,536 | TotalAmt |
| Program Services | $573,343 | ProgramServicesAmt |
| Management And General | $51,328 | ManagementAndGeneralAmt |
| Fundraising | $83,865 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,831 | BOYAmt |
| EOY | $242,836 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,500 | BOYAmt |
| EOY | $353,690 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824 | BOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $175,094 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $133,024 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,163 | BOYAmt |
| EOY | $42,070 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,522 | BOYAmt |
| EOY | $2,774,074 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,703 | BOYAmt |
| EOY | $614,554 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,485,543 | BOYAmt |
| EOY | $4,027,224 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,752 | BOYAmt |
| EOY | $25,153 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,829 | BOYAmt |
| EOY | $137,226 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,386 | BOYAmt |
| EOY | $9,599 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,967 | BOYAmt |
| EOY | $171,978 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,004 | BOYAmt |
| EOY | $3,000,551 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,209,572 | BOYAmt |
| EOY | $854,695 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,244,576 | BOYAmt |
| EOY | $3,855,246 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,485,543 | BOYAmt |
| EOY | $4,027,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $37,730 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $405,056 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $167,884 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 8 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (8 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Warm Hearth | ||||
| 237378013 | 9 | Yes (true) | $34,299 | $0 |
| New River House Inc | ||||
| 521257779 | 9 | Yes (true) | $3,693 | $0 |
| NRV Nursing Center Inc | ||||
| 311583073 | 9 | Yes (true) | $150,707 | $0 |
| Showalter Center Inc | ||||
| 541185223 | 9 | Yes (true) | $0 | $0 |
| Trolinger House Inc | ||||
| 521224684 | 9 | Yes (true) | $7,387 | $0 |
| Founder's Forest Inc | ||||
| 541185224 | 9 | Yes (true) | $0 | $0 |
| New Century housing Inc | ||||
| 311788636 | 9 | Yes (true) | $0 | $0 |
| Warm Hearth at Home Inc | ||||
| 464213353 | 9 | Yes (true) | $50,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 8 | SupportedOrganizationsTotalCnt |
| Support Sum | $246,086 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S BYLAWS REFER TO ITS SUPPORTED ORGANIZATIONS AS WARM HEARTH INC. AND ITS AFFILIATED NON-PROFIT CORPORATIONS. THIS ALLOWS THE FOUNDATION TO SUPPORT ANY NEW NON-PROFIT CORPORATIONS THAT JOIN WARM HEARTH IN CARRYING OUT ITS TAX-EXEMPT PURPOSE. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,261,679 | BeginningYearBalanceAmt |
| Contributions | $263,018 | ContributionsAmt |
| Investment Earnings Or Losses | $427,760 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,926 | OtherExpendituresAmt |
| End Year Balance | $2,876,531 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,863,604 | BeginningYearBalanceAmt |
| Contributions | $221,468 | ContributionsAmt |
| Investment Earnings Or Losses | $228,672 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,065 | OtherExpendituresAmt |
| End Year Balance | $2,261,679 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,012,050 | BeginningYearBalanceAmt |
| Contributions | $123,074 | ContributionsAmt |
| Investment Earnings Or Losses | -$271,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $1,863,604 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,828,269 | BeginningYearBalanceAmt |
| Contributions | $25,205 | ContributionsAmt |
| Investment Earnings Or Losses | $271,883 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $113,307 | OtherExpendituresAmt |
| End Year Balance | $2,012,050 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,400,323 | BeginningYearBalanceAmt |
| Contributions | $493,072 | ContributionsAmt |
| Investment Earnings Or Losses | $106,851 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $171,977 | OtherExpendituresAmt |
| End Year Balance | $1,828,269 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.031 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.969 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,168 | DepreciationAmt |
| Book Value | $12,704 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,222 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,856 | DepreciationAmt |
| Book Value | $29,366 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,070 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Residual Interest in real estate | $614,000 |
| rou asset | $554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $614,554 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to affiliates | $9,045 |
| lease liability | $554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,599 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,319,206 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $405,056 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $167,884 | OtherRevenueAmt |
| Revenue Not Reported | $572,940 | RevenueNotReportedAmt |
| Revenue Subtotal | $746,266 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $746,266 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $708,536 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $708,536 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $708,536 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS OF WARM HEARTH VILLAGE TO BE SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Change in split-interest agreement - 19603 In-kind contributions - 148281 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Cheeseburger in Parrot-dise | Event1Nm |
| Gross Receipts Event1 | $54,155 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $54,155 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $1,128 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,625 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $30,000 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $54,155 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $54,155 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $1,128 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,625 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,000 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,753 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,402 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Warm Hearth | |||||||
| 2607 Warm Hearth Drive suite 100 | blacksburg | VA | 24060 | 237378013 | 501(C)(3) | $34,299 | general support |
| NRV Nursing Center Inc | |||||||
| 2607 Warm Hearth Drive suite 100 | blacksburg | VA | 24060 | 311583073 | 501(C)(3) | $150,707 | general support |
| Trolinger House Inc | |||||||
| 2607 Warm Hearth Drive suite 100 | blacksburg | VA | 24060 | 521224684 | 501(C)(3) | $7,387 | general support |
| Warm Hearth at Home Inc | |||||||
| 2607 Warm Hearth Drive suite 100 | blacksburg | VA | 24060 | 464213353 | 501(C)(3) | $50,000 | general support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Employee scholarships | 11 | $9,000 |
| employee emergency assistance | 9 | $5,702 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William Lester | ||||||||||||||
| President and CEO | $0 | $171,746 | $0 | $14,015 | $0 | $0 | $0 | $5,248 | $0 | $0 | $0 | $191,009 | $0 | $0 |
| Molly Nevitt | ||||||||||||||
| CFO | $0 | $129,726 | $0 | $18,520 | $0 | $0 | $0 | $3,923 | $0 | $0 | $0 | $152,169 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization | FormAndLineReferenceDesc |
| Explanation | There is a tiered bonus pool for the CEO based on the net earnings of all 9 organizations. It is paid through Warm Hearth, Inc. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 | WARM HEARTH, A RELATED ORGANIZATION, COMPENSATES THE ORGANIZATION'S OFFICERS AND EMPLOYEES. A COMMITTEE OF THE BOARD OF DIRECTORS IS APPOINTED TO REVIEW THE COMPENSATION LEVELS OF OFFICERS AND KEY EMPLOYEES AND FOR ESTABLISHING THE NEW PAY RATES OF THESE EMPLOYEES. COMPENSATION IS COMPARED WITH SALARY SURVEY INFORMATION AVAILABLE FROM NATIONAL TRADE ASSOCIATIONS ENGAGED IN SIMILAR ACTIVITIES. THE COMPENSATION LEVEL IS DETERMINED BY CONSENSUS OF THE COMMITTEE AND REPORTED TO HUMAN RESOURCES. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE MEMBERS OF THE CORPORATION CONSIST OF THE MEMBERS OF THE BOARD OF DIRECTORS OF WARM Hearth Inc. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE MEMBERS OF THE CORPORATION ELECT THE TRUSTEES OF THE BOARD AND HAVE THE POWER TO REMOVE TRUSTEES OF THE BOARD. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A COPY OF THE RETURN IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE FINANCE COMMITTEE DISCUSSES THE 990 AT THEIR REGULARLY SCHEDULED MEETING IN MAY OF EACH YEAR. THE FINANCE COMMITTEE IS RESPONSIBLE FOR RECEIVING THE AUDIT REPORTS OF THE INDEPENDENT AUDITOR AND REVIEWING THE FORM 990 PREPARED BY THE INDEPENDENT ACCOUNTANTS. THE FINANCE COMMITTEE REPORTS BACK TO THE BOARD OF DIRECTORS ANY RECOMMENDATIONS OR FINDINGS OF THEIR STUDY. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE EMPLOYEE HANDBOOK HAS A STATEMENT OF THE CODE OF CONDUCT AND THE CONFLICT OF INTEREST POLICY. THE BOARD MEMBER ORIENTATION MATERIALS INCLUDE THIS INFORMATION AS WELL. THE EMPLOYEES ARE ASKED TO REVIEW THIS POLICY AS A PART OF THEIR ANNUAL PERFORMANCE REVIEW AND BOARD MEMBERS ARE REQUESTED TO UPDATE THEIR COMMITMENT TO THIS POLICY UPON RE-ELECTION TO A NEW TERM. |
| Form 990, Part VI, Line 19 Required documents available to the public | Form 990 is available upon request. The governing documents, financial statements, and conflict of interest policy is not available for public inspection. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | miscellaneous - Total Revenue: 65, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 65; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | change in split-interest agreement - 19603; In-kind contributions - 148281; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | the process has not changed since the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Founders Forest Inc | ||||||||||
| 2607 Warm Hearth Drive Suite 100 | Blacksburg | VA | 24060 | 541185224 | Housing | VA | 501(c)(4) | NA | false | |
| New Century Housing Inc | ||||||||||
| 2607 Warm Hearth Drive Suite 100 | Blacksburg | VA | 24060 | 311788636 | Housing | VA | 501(c)(4) | NA | false | |
| NRV Nursing Center | ||||||||||
| 2607 Warm Hearth Drive Suite 100 | Blacksburg | VA | 24060 | 311583073 | Health Care | VA | 501(c)(3) | NA | false | 10 |
| New River House Inc | ||||||||||
| 2607 Warm Hearth Drive Suite 100 | Blacksburg | VA | 24060 | 521257779 | Housing | VA | 501(c)(3) | NA | false | 10 |
| Showalter Center | ||||||||||
| 2607 Warm Hearth Drive Suite 100 | Blacksburg | VA | 24060 | 541185223 | Housing | VA | 501(c)(3) | NA | false | 10 |
| Trolinger House Inc | ||||||||||
| 2607 Warm Hearth Drive Suite 100 | Blacksburg | VA | 24060 | 521224684 | Housing | VA | 501(c)(3) | NA | false | 10 |
| Warm Hearth at Home | ||||||||||
| 2607 Warm Hearth Drive Suite 100 | Blacksburg | VA | 24060 | 464213353 | Home Care | VA | 501(c)(3) | NA | false | 10 |
| Warm Hearth Inc | ||||||||||
| 2607 Warm Hearth Drive Suite 100 | Blacksburg | VA | 24060 | 237378013 | Housing | VA | 501(c)(3) | NA | false | 10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |