WARM HEARTH FOUNDATION INCORPORATED: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WARM HEARTH FOUNDATION INCORPORATED (EIN 54-1639629)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-05-11
- IRS object ID
- 201231329349303553
- Schema version
- 2010v3.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T16:58:05-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AND KOSS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 NORTH BROAD STREET | AddressLine1 |
| City | SALEM | City |
| State | VA | State |
| ZIP Code | 241533735 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541639629 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARM HEARTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WARM | NameControl |
| Phone | 5409611712 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2607 WARM HEARTH DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 100 | AddressLine2 |
| City | BLACKSBURG | City |
| State | VA | State |
| ZIP Code | 24060 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FERNE MOSCHELLA | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 5409611712 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID C WARREN | Name |
| Phone | 5403752883 | Phone |
| Date Prepared | 2012-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FERNE MOSCHELLA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2607 WARM HEARTH DRIVE SUITE 100 | AddressLine1 |
| City | BLACKSBURG | City |
| State | VA | State |
| ZIP Code | 24060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1091523 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WARMHEARTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 175613 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1090881 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1540 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 190 | InvestmentIncomePriorYear |
| Investment Income Current Year | 642 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 177343 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1091523 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 82508 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 84635 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 382572 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 61517 | OtherExpensePriorYear |
| Other Expenses Current Year | 668028 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 144025 | TotalExpensesPriorYear |
| Total Expenses Current Year | 752663 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 33318 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 338860 | RevenuesLessExpensesCY |
| Total Assets BOY | 675202 | TotalAssetsBOY |
| Total Assets EOY | 1234439 | TotalAssetsEOY |
| Total Liabilities BOY | 38616 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 269869 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 636586 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 964570 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 323000 | Expense |
| Description | 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 SIX AFFILIATED ORGANIZATIONS WHICH COMPRISE WARM HEARTH VILLAGE, PROVIDING HOUSING TO APPROXIMATELY 350 PERSONS. | Description |
| Total Program Service Expense | 323000 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARM HEARTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5405529176 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2607 WARM HEARTH DRIVE SUITE 100 | AddressLine1 |
| City | BLACKSBURG | City |
| State | VA | State |
| ZIP Code | 24060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| MR TONY DISTLER | |||||
| TRUSTEE | X | X | 0 | 0 | 0 |
| MS JANET JOHNSON | |||||
| TRUSTEE | X | X | 0 | 0 | 0 |
| MR BRIAN SMITH | |||||
| TRUSTEE | X | X | 0 | 0 | 0 |
| MS NANCY WOLFE | |||||
| TRUSTEE | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1090881 | AllOtherContributions |
| Noncash Contributions | 145051 | NoncashContributions |
| Total Contributions | 1090881 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 642 | TotalRevenueColumn |
| Exclusion | $642 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1091523 | TotalRevenueColumn |
| Exclusion | $642 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77195 | Total |
| Management And General | 25474 | ManagementAndGeneral |
| Fundraising | 51721 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7440 | Total |
| Management And General | 2455 | ManagementAndGeneral |
| Fundraising | 4985 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2940 | Total |
| Management And General | 2940 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3994 | Total |
| Management And General | 1318 | ManagementAndGeneral |
| Fundraising | 2676 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12501 | Total |
| Management And General | 4125 | ManagementAndGeneral |
| Fundraising | 8376 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16817 | Total |
| Management And General | 5549 | ManagementAndGeneral |
| Fundraising | 11268 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1889 | Total |
| Management And General | 623 | ManagementAndGeneral |
| Fundraising | 1266 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| GRANTS/ALLOCATIONS PAID | 323000 | 323000 | ||
| FUNDRAISING EXPENSES | 292927 | 292927 | ||
| MISC ADMINISTRATIVE | 10520 | 7048 | 3472 | |
| CONTRACTED AND CONSULTING | 3440 | 2305 | 1135 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 752663 | Total |
| Program Services | 323000 | ProgramServices |
| Management And General | 47091 | ManagementAndGeneral |
| Fundraising | 382572 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83145 | BOY |
| EOY | 149904 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000 | BOY |
| EOY | 424886 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120 | BOY |
| EOY | 5808 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 148707 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 98771 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51717 | BOY |
| EOY | 49936 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515220 | BOY |
| EOY | 603905 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675202 | BOY |
| EOY | 1234439 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7484 | BOY |
| EOY | 12829 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31132 | BOY |
| EOY | 257040 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38616 | BOY |
| EOY | 269869 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187092 | BOY |
| EOY | -160748 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52214 | BOY |
| EOY | 561674 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 397280 | BOY |
| EOY | 563644 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 636586 | BOY |
| EOY | 964570 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675202 | BOY |
| EOY | 1234439 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 338860 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -10876 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 380530 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 187410 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124521 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 175613 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1090881 | CurrentTaxYear |
| Total | 1958955 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 380530 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 187410 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124521 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 175613 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1090881 | CurrentTaxYear |
| Total | 1958955 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 206760 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1752195 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8382 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 190 | CurrentTaxYearMinus1Year |
| Current Tax Year | 642 | CurrentTaxYear |
| Total | 26558 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1985513 | TotalSupport |
| Public Support Pertcentage170 | 0.88250 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75450 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 515221 | BeginningOfYearBalance |
| Contributions | 73378 | Contributions |
| Investment Earnings Or Losses | 20763 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5457 | AdministrativeExpenses |
| End Of Year Balance | 603905 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 355348 | BeginningOfYearBalance |
| Contributions | 136106 | Contributions |
| Investment Earnings Or Losses | 24789 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1022 | AdministrativeExpenses |
| End Of Year Balance | 515221 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 317018 | BeginningOfYearBalance |
| Contributions | 33329 | Contributions |
| Investment Earnings Or Losses | 5001 | InvestmentEarningsOrLosses |
| End Of Year Balance | 355348 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06670 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93330 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52872 | OtherCostOrOtherBasis |
| Book Value | 52872 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 95835 | OtherCostOrOtherBasis |
| Book Value | 95835 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | 98771 | Depreciation |
| Book Value | -98771 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 49936 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO FOUNDERS FOREST, INC. | $257,040 |
| DUE TO WARM HEARTH, INC. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 257040 | TotalOfAmounts |
| Total Revenue | 1091523 | TotalRevenue |
| Total Expenses | 752663 | TotalExpenses |
| Excess Or Deficit For Year | 338860 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 338860 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1091523 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 1091523 | RevenueSubtotal |
| Total Revenue Per Form990 | 1091523 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 752663 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 752663 | ExpensesSubtotal |
| Total Expenses Per Form990 | 752663 | TotalExpensesPerForm990 |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 145051 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S 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. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE EMPLOYEE HANDBOOK HAS A STATEMENT OF THE CODE OF CONDUCT AND THE CONFLICT OF INTERESTS 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | 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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, FORMS 1123 AND THE ANNUAL 990 ARE AVAILABLE TO BE VIEWED IN CARSON LIBRARY UPON WRITTEN REQUEST ADDRESSED TO THE CHIEF FINANCIAL OFFICER. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED LOSS ON INVESTMENTS ADJUSTED TO MARKET VALUE 10,876 |