STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WARM HEARTH FOUNDATION INCORPORATED

Cite this

Plain text WARM HEARTH FOUNDATION INCORPORATED. Strategy Studio, nonprofit organization profile, tax years 2009–2023. https://strategystudio.org/org/541639629. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). WARM HEARTH FOUNDATION INCORPORATED [Nonprofit organization profile; tax years 2009–2023]. Retrieved October 19, 2026, from https://strategystudio.org/org/541639629

MLA “WARM HEARTH FOUNDATION INCORPORATED.” Strategy Studio, tax years 2009–2023, https://strategystudio.org/org/541639629. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2009–2023. Data: Strategy Studio, CC BY 4.0.

2023 · Form 990 · revenue $746K · expenses $709K · assets $4.0M

EIN
54-1639629
Address
2607 WARM HEARTH DR STE 100, BLACKSBURG, VA 24060-6247
Website
WWW.RETIRE.ORG
NTEE code
P75I
Subsection
501(c)(3)
Ruling year
1992
Cross-check
ProPublica Nonprofit Explorer

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

14 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Tambra Dixon VP of Philanthropy2017-2023 $123,498$822,271 9
Molly Nevitt CFO2018-2023 $152,169$623,064 9
Kevin Sands RN Director2022-2023 $109,889$217,885 9
William Lester President and CEO2023 $191,009$191,009 11
Walter Williams Director of Network Services2023 $110,755$110,755 9
Alison Trigg Showalter Admin2023 $106,033$106,033 9
Shaunna Andrews Director of Nursing2023 $105,746$105,746 9
Ferne Moschella (former) FORMER PRESIDENT / CEO2015-2020 $198,336$1,164,187 11
Heather Gearhart (former) VICE PRESIDENT2017-2022 $107,895$623,431 11
Wayne Howell (former) FORMER CFO2015-2019 $111,862$615,576 9
Brad Dalton (former) FORMER PRES AND CEO (END 07/2022)2020-2022 $146,642$365,424 9
Heather Gearheart (former) VICE-PRESIDENT2021 $132,105$132,105 9
Korie Flannagan (former) NURSING HOME ADMIN2022 $109,793$109,793 10
Lester Luther (former) PRESIDENT AND CEO (START 07/2022)2022 $68,776$68,776 9

Officers and directors, no compensation reported

13 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Karen Hanks Secretary2023 0 $0 reported 9
Mike Spears Treasurer2019-2023 0 $0 reported 9
Richard Shepherd Trustee2020-2023 0 $0 reported 9
Savanna Dyer Trustee2023 0 $0 reported 9
Thomas Pierce President2019-2023 0 $0 reported 9
Ed Bunce (former) TREASURER2011-2022 0 $0 reported 1
Nancy Wolfe (former) SECRETARY2009-2019 0 $0 reported 9
Ed Lawhorn (former) TREASURER2012-2018 0 $0 reported 17
Jo Lynn Price (former) TRUSTEE2016-2018 0 $0 reported 10
Mr Tom Pierce (former) TRUSTEE2012-2018 0 $0 reported 1
Mr Tony Distler (former) TRUSTEE2009-2015 Not reported $0 reported 1
Brian Smith (former) TRUSTEE2009-2011 Not reported $0 reported 8
Janet Johnson (former) TRUSTEE2009-2010 Not reported $0 reported 8

People by year

2023 · 12 people listed · 7 paid, $899K · 0 employees · 250 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William Lester President and CEO0 $0$185,761$5,248 $191,00911
Molly Nevitt CFO0 $0$148,246$3,923 $152,1699
Tambra Dixon VP of Philanthropy0 $0$120,181$3,317 $123,4989
Walter Williams Director of Network Services0 $0$107,463$3,292 $110,7559
Kevin Sands RN Director0 $0$106,749$3,140 $109,8899
Alison Trigg Showalter Admin0 $0$105,534$499 $106,0339
Shaunna Andrews Director of Nursing0 $0$103,685$2,061 $105,7469
Karen Hanks Secretary0 $0$0$0 $09
Mike Spears Treasurer0 $0$0$0 $09
Thomas Pierce President0 $0$0$0 $09
Richard Shepherd Trustee0 $0$0$0 $09
Savanna Dyer Trustee0 $0$0$0 $09
2022 · 10 people listed · 7 paid, $786K · 0 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRAD DALTON FORMER PRES AND CEO (END 07/2022)0 $0$143,229$3,413 $146,6429
MOLLY NEVITT CFO0 $0$127,688$3,814 $131,5029
TAMBRA DIXON DIRECTOR OF MARKETING0 $0$110,451$2,966 $113,4179
KORIE FLANNAGAN NURSING HOME ADMIN0 $0$106,600$3,193 $109,79310
KEVIN SANDS RN DIRECTOR OF QA AND EDU0 $0$104,948$3,048 $107,9969
HEATHER GEARHART VICE PRESIDENT0 $0$105,613$2,282 $107,89511
LESTER LUTHER PRESIDENT AND CEO (START 07/2022)0 $0$66,775$2,001 $68,7769
ED BUNCE TREASURER0 $0$0$0 $01
THOMAS PIERCE PRESIDENT0 $0$0$0 $09
MIKE SPEARS SECRETARY0 $0$0$0 $09
2021 · 8 people listed · 4 paid, $541K · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRAD DALTON CEO0 $0$168,773$3,750 $172,5239
HEATHER GEARHEART VICE-PRESIDENT0 $0$128,255$3,850 $132,1059
MOLLY NEVITT CFO0 $0$118,303$6,517 $124,8209
TAMBRA DIXON DIRECTOR OF MARKETING0 $0$106,528$4,701 $111,2299
ED BUNCE TREASURER0 $0$0$0 $01
THOMAS PIERCE PRESIDENT0 $0$0$0 $09
RICHARD SHEPHERD DIRECTOR0 $0$0$0 $09
MIKE SPEARS SECRETARY0 $0$0$0 $09
2020 · 9 people listed · 5 paid, $617K · 0 employees · 55 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FERNE MOSCHELLA FORMER PRESIDENT / CEO0 $0$183,833$14,503 $198,33611
HEATHER GEARHART VICE PRESIDENT0 $0$126,208$3,775 $129,98311
MOLLY NEVITT CFO0 $0$119,106$9,323 $128,4299
TAMBRA DIXON DIRECTOR OF MARKETING & DEVELOPMENT0 $0$104,095$10,182 $114,2779
BRAD DALTON CURRENT PRESIDENT / CEO0 $0$45,041$1,218 $46,2599
ED BUNCE TREASURER0 $0$0$0 $01
THOMAS PIERCE PRESIDENT0 $0$0$0 $09
RICHARD SHEPHERD TRUSTEE0 $0$0$0 $09
MIKE SPEARS SECRETARY0 $0$0$0 $09
2019 · 9 people listed · 5 paid, $598K · 0 employees · 94 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FERNE MOSCHELLA PRESIDENT & CEO0 $0$179,982$15,646 $195,62811
HEATHER GEARHART VP OF HEALTH & WELLNESS SERVICES0 $0$124,423$3,662 $128,08511
TAMBRA DIXON DIRECTOR OF MARKETING & DEVELOPMENT0 $0$109,818$8,762 $118,5809
WAYNE HOWELL FORMER CFO0 $0$107,820$4,042 $111,8629
MOLLY NEVITT CURRENT CFO0 $0$42,750$667 $43,4179
THOMAS PIERCE PRESIDENT0 $0$0$0 $09
ED BUNCE TREASURER0 $0$0$0 $01
NANCY WOLFE SECRETARY0 $0$0$0 $09
MIKE SPEARS TRUSTEE0 $0$0$0 $09
2018 · 10 people listed · 5 paid, $614K · 0 employees · 117 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MS FERNE MOSCHELLA CEO40 $0$164,006$27,475 $191,48111
MS HEATHER GEARHART VP HEALTH & WELLNESS40 $0$124,043$14,449 $138,49211
MR WAYNE HOWELL CFO40 $0$113,896$7,185 $121,0819
MS TAMBRA DIXON DIRECTOR OF DEVLOP & MKTG40 $0$107,572$13,065 $120,6379
MS MOLLY NEVITT CFO40 $0$40,669$2,058 $42,7279
MS JO LYNN PRICE TRUSTEE0 $0$0$0 $010
MR ED BUNCE PRESIDENT0 $0$0$0 $01
MR ED LAWHORN TREASURER0 $0$0$0 $017
MS NANCY WOLFE SECRETARY0 $0$0$0 $09
MR TOM PIERCE TRUSTEE0 $0$0$0 $01
2017 · 9 people listed · 4 paid, $539K · 0 employees · 64 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MS FERNE MOSCHELLA CEO40 $0$159,352$21,154 $180,50611
MS TAMBRA DIXON DIRECTOR OF DEVLOP & MKTG40 $0$104,683$15,950 $120,6339
MS HEATHER GEARHART VP HEALTH & WELLNESS40 $0$118,639$337 $118,97611
MR WAYNE HOWELL CFO40 $0$116,060$2,749 $118,8099
MS JO LYNN PRICE TRUSTEE0 $0$0$0 $010
MR ED BUNCE PRESIDENT0 $0$0$0 $01
MR ED LAWHORN TREASURER0 $0$0$0 $017
MS NANCY WOLFE SECRETARY0 $0$0$0 $09
MR TOM PIERCE TRUSTEE0 $0$0$0 $01
2016 · 7 people listed · 2 paid, $341K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MS FERNE MOSCHELLA PRESIDENT AND CEO40 $0$201,025$5,136 $206,16111
MR WAYNE HOWELL CFO40 $0$134,849$0 $134,8499
MS JO LYNN PRICE TRUSTEE0 $0$0$0 $010
MR ED BUNCE TRUSTEE0 $0$0$0 $01
MR ED LAWHORN TRUSTEE0 $0$0$0 $017
MS NANCY WOLFE TRUSTEE0 $0$0$0 $09
MR TOM PIERCE TRUSTEE0 $0$0$0 $01
2015 · 7 people listed · 2 paid, $321K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FERNE MOSCHELLA PRESIDENT AN40 $0$188,001$4,074 $192,07511
WAYNE HOWELL CEO40 $0$128,975$0 $128,9759
MR TONY DISTLER TRUSTEE- $0$0$0 $01
MR ED BUNCE TRUSTEE- $0$0$0 $01
MR ED LAWHORN TRUSTEE- $0$0$0 $017
MS NANCY WOLFE TRUSTEE- $0$0$0 $09
MR TOM PIERCE TRUSTEE- $0$0$0 $01
2014 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MR TONY DISTLER TRUSTEE- $0$0$0 $01
MR ED BUNCE TRUSTEE- $0$0$0 $01
MR ED LAWHORN TRUSTEE- $0$0$0 $017
MS NANCY WOLFE TRUSTEE- $0$0$0 $09
MR TOM PIERCE TRUSTEE- $0$0$0 $01
2013 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MR TONY DISTLER TRUSTEE- $0$0$0 $01
MR ED BUNCE TRUSTEE- $0$0$0 $01
MR ED LAWHORN TRUSTEE- $0$0$0 $017
MS NANCY WOLFE TRUSTEE- $0$0$0 $09
MR TOM PIERCE TRUSTEE- $0$0$0 $01
2012 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MR TONY DISTLER TRUSTEE- $0$0$0 $01
MR ED BUNCE TRUSTEE- $0$0$0 $01
MR ED LAWHORN TRUSTEE- $0$0$0 $017
MS NANCY WOLFE TRUSTEE- $0$0$0 $09
MR TOM PIERCE TRUSTEE- $0$0$0 $01
2011 · 4 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MR TONY DISTLER TRUSTEE- $0$0$0 $01
MR ED BUNCE TRUSTEE- $0$0$0 $01
MR BRIAN SMITH TRUSTEE- $0$0$0 $08
MS NANCY WOLFE TRUSTEE- $0$0$0 $09
2010 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MR TONY DISTLER TRUSTEE- $0$0$0 $01
MS JANET JOHNSON TRUSTEE- $0$0$0 $08
MR BRIAN SMITH TRUSTEE- $0$0$0 $08
MS NANCY WOLFE TRUSTEE- $0$0$0 $09
2009 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MR TONY DISTLER TRUSTEE- $0$0$0 $01
MS JANET JOHNSON TRUSTEE- $0$0$0 $08
MR BRIAN SMITH TRUSTEE- $0$0$0 $08
MS NANCY WOLFE TRUSTEE- $0$0$0 $09

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 4 grants to organizations · $242K

Listed grants add up to $242,393; the return's “grants paid” expense line says $260,788. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 4 grants to organizations · $88K

Listed grants add up to $87,717; the return's “grants paid” expense line says $89,458. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 2 grants to organizations · $23K

Listed grants add up to $22,701; the return's “grants paid” expense line says $28,913. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 2 grants to organizations · $75K

Listed grants add up to $75,137; the return's “grants paid” expense line says $84,851. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 3 grants to organizations · $90K

Listed grants add up to $89,630; the return's “grants paid” expense line says $94,338. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990 period ending 2024-09-30 · view filing · original 990 ↗
$746,266$708,536 $4,027,224$3,855,246 $641,712$311 $00250
2022 · Form 990 period ending 2023-09-30 · view filing · original 990 ↗
$780,258$538,828 $3,485,543$3,244,576 $718,591$0 $00200
2021 · Form 990 period ending 2022-09-30 · view filing · original 990 ↗
$569,564$350,140 $3,186,690$2,602,422 $519,402$0 $0050
2020 · Form 990 period ending 2021-09-30 · view filing · original 990 ↗
$579,475$387,827 $3,025,481$2,631,159 $372,782$0 $0055
2019 · Form 990 period ending 2020-09-30 · view filing · original 990 ↗
$974,302$357,270 $3,061,773$2,340,961 $980,939$0 $0094
2018 · Form 990 period ending 2019-09-30 · view filing · original 990 ↗
$500,941$350,111 $2,343,883$1,588,600 $342,154$0 $00117
2017 · Form 990 period ending 2018-09-30 · view filing · original 990 ↗
$361,118$295,975 $2,266,913$1,537,070 $251,910$0 $0064
2016 · Form 990 period ending 2017-09-30 · view filing · original 990 ↗
$392,489$412,170 $2,199,384$1,456,970 $303,648$0 $000
2015 · Form 990 period ending 2016-09-30 · view filing · original 990 ↗
$749,001$480,641 $2,234,008$1,446,103 $666,085$0 -0-
2014 · Form 990 period ending 2015-09-30 · view filing · original 990 ↗
$592,119$570,365 $1,455,032$1,102,421 $532,362$0 -0-
2013 · Form 990 period ending 2014-09-30 · view filing · original 990 ↗
$393,998$304,463 $1,635,198$1,165,675 $355,020$0 -0-
2012 · Form 990 period ending 2013-09-30 · view filing · original 990 ↗
$384,462$511,380 $1,407,906$1,029,476 $363,678$0 -0-
2012 · Form 990 period ending 2013-09-30 · amended · superseded · view filing · original 990 ↗
$384,462$511,380 $1,407,906$1,029,476 $363,678$0 -0-
2011 · Form 990 period ending 2012-09-30 · amended · view filing · original 990 ↗
$617,181$598,843 $1,420,949$1,080,723 $597,892$0 -050
2011 · Form 990 period ending 2012-09-30 · superseded · view filing · original 990 ↗
$617,181$598,843 $1,420,949$1,080,723 $597,892$0 -050
2010 · Form 990 period ending 2011-09-30 · view filing · original 990 ↗
$1,091,523$752,663 $1,234,439$964,570 $1,090,881$0 -0-
2009 · Form 990 period ending 2010-09-30 · view filing · original 990 ↗
$177,343$144,025 $675,202$636,586 $175,613$1,540 -0-

Funders of this organization

10 grantors reported grants to this organization, $194,908 in all, tax years 2010 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2018-2019, 2021 3$35,550 2021$15,000
show
LEADINGAGE INC Public charity Exact 2015 1$33,333 2015$33,333
show
CORNING INCORPORATED FOUNDATION Private foundation Fuzzy filed as “WARM HEARTH FOUNDATION INCORPORATED” 2017-2023 7$32,029 2023$5,256
show
COMMUNITY FOUNDATION OF THE NEW RIVER VALLEY INC DAF sponsor Exact 2018, 2020, 2023 3$21,786 2023$7,000
show
CARILION MEDICAL CENTER Public charity Exact 2014 1$20,000 2014$20,000
show
CARILION NEW RIVER VALLEY MEDICAL CENTER Public charity Exact 2010 1$20,000 2010$20,000
show
DONOR ADVISED FUND OF THE VIRGINIA BAPTIST FOUNDATION DAF sponsor Exact 2020 1$15,000 2020$15,000
show
COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA DAF sponsor Exact 2023-2024 2$12,110 2024$6,140
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2016 1$5,000 2016$5,000
show
THE DUKE ENERGY FOUNDATION Private foundation Fuzzy filed as “WARM HEARTH FOUNDATION INCORPORATED” 2021 1$100 2021$100
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
NORTHAMPTON UNITED METHODIST HOUSING CORPORATIONVAP75 $396,760$456,104 Board Chairperson and Director$60,000 Same NTEE code P75, revenue within 2x, same state
RIDGELY SENIOR CARE CORPVAP75 $690,671$64,256 CHAIR$0 Same NTEE code P75, revenue within 2x, same state
CULPEPPER GARDEN II INCVAP75 $1,363,410$1,197,509 CHAIR$0 Same NTEE code P75, revenue within 2x, same state
GLEBE OF RICHMONDVAP75 $678,297$208,889 CEO$659,664 Same NTEE code P75, revenue within 2x, same state
BETHANY HOME FOUNDATION INCRIP75 $983,525$935,521 ADMINISTRATOR$179,187 Same NTEE code P75, revenue within 2x
ROSE VILLA FOUNDATION INCORP75 $745,459$701,215 MAR '24) & TREASURER (AS OF SEP '24)$231,805 Same NTEE code P75, revenue within 2x
STONEHILL BENEVOLENT FOUNDATIONIAP75 $808,341$486,051 Chair$0 Same NTEE code P75, revenue within 2x, similar mission
ALBANY MENNONITE HOME-VILLAGE FOUNDATION INCORP75 $583,813$159,853 CEO$268,550 Same NTEE code P75, revenue within 2x
NORTH WOODRIVER FOUNDATIONILP75 $1,331,001$1,328,141 President$0 Same NTEE code P75, revenue within 2x
ROUTT COUNTY FOUNDATION FOR SENIOR CITIZENS INCCOP75 $782,757$455,974 President$0 Same NTEE code P75, revenue within 2x
BAYVIEW MANOR FOUNDATIONWAP75 $972,127$647,525 PRESIDENT & SECRETARY$0 Same NTEE code P75, revenue within 2x
WESLEY GLEN HEALTH SERVICES CORPORATIONOHP75 $1,026,776$435,878 CEO/PRESIDENT$1,114,255 Same NTEE code P75, revenue within 2x
WESTMINSTER VILLAGE FOUNDATION OF WEST LAFAYETTE INDIANA INCINP75 $869,711$46,125 PRESIDENT$0 Same NTEE code P75, revenue within 2x
JOHN KNOX VILLAGE FOUNDATIONMOP75 $1,204,427$870,038 PREMIERLIFE PRESIDENT AND CEO$1,127,465 Same NTEE code P75, revenue within 2x
BEATITUDES CAMPUS FOUNDATIONAZP75 $1,367,141$1,652,914 PRESIDENT & CEO, SECRETARY$283,061 Same NTEE code P75, revenue within 2x
CHARLES H FARNSWORTH HOUSING CORPORATIONMAP75 $703,268$2,960 ASSISTANT TREASURER$0 Same NTEE code P75, revenue within 2x
THE JEWISH HOME FOR AGED FOUNDATION INCMAP75 $1,048,057$591,654 PRESIDENT$0 Same NTEE code P75, revenue within 2x
RIDGEVIEW HEIGHTS INDEPENDENT LIVING CORPORATIONWIP75 $885,365$972,827 DIRECTOR$0 Same NTEE code P75, revenue within 2x
ROCKWOOD RESIDENTS FOUNDATIONWAP75 $1,415,471$488,313 CEO$457,595 Same NTEE code P75, revenue within 2x
WRC NORTH FORK HEIGHTSPAP75 $386,567$393,823 Boad Member/COO$715,216 Same NTEE code P75, revenue within 2x
SYCAMORE PLACE II SENIOR HOUSING CORPORATIONCAP75 $476,222$698,487 PRESIDENT & CEO$335,209 Same NTEE code P75, revenue within 2x
GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON INCWAP75 $1,192,638$1,007,204 PRESIDENT & CEO$1,184,579 Same NTEE code P75, revenue within 2x
SPRING LAKE PRESBYTERIAN HOUSING CORPORATION FOR EVERGREEN VLG APTSMIP75 $798,614$792,093 PRESIDENT$0 Same NTEE code P75, revenue within 2x
CARDIFF ORTHODOX HOUSING FOUNDATIONCAP75 $631,810$579,215 PRESIDENT$0 Same NTEE code P75, revenue within 2x
HILL TOP HERITAGE FOUNDATIONS GORDON HOFFNERNDP75 $961,638$85,573 Foundation Director$25,420 Same NTEE code P75, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MILTON ROBERTS TW Private foundation$5,412,0324 12022–2025 THE WESLEY INC
LILLY ENDOWMENT INC Private foundation$1,279,49915 12020–2025 ENGLISHTON PARK INC
SONOMA COUNTY COMMUNITY FOUNDATION DAF sponsor$1,040,2818 12017–2024 SWEETWATER SPECTRUM INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$603,80322 72016–2024 SENIOR ADVOCATES FOR GENERATIONAL EQUITY INC; JOHN KNOX VILLAGE FOUNDATION; AT HOME IN GREENWICH INC; SWEETWATER SPECTRUM INC and 3 more
VICTOR E SPEAS FOUNDATION- 10 04464 00 Private foundation$535,0003 12019–2024 JOHN KNOX VILLAGE FOUNDATION
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$517,46029 82014–2024 SWEETWATER SPECTRUM INC; ROCKWOOD RESIDENTS FOUNDATION; AT HOME IN GREENWICH INC; MARSHALL HOME FOR MEN INC and 4 more
DOROTHY E SWANSON CHARITABLE TRUST Private foundation$487,48116 12010–2025 HELP ADULT SERVICES
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$309,4605 22012–2021 SWEETWATER SPECTRUM INC; COMMUNITY HOUSING RESOURCE PARTNERS INC
JENNIE H OLSON CHARITABLE FOUNDATION INC Private foundation$240,0008 12018–2025 AGEBETTER INC
MANITOU FUND Private foundation$220,0005 12019–2022 SWEETWATER SPECTRUM INC
COMMUNITY FOUNDATION OF GREATER DUBUQUE DAF sponsor$194,11813 12011–2024 STONEHILL BENEVOLENT FOUNDATION
INDIANAPOLIS FOUNDATION INC DAF sponsor$188,0009 12014–2022 ENGLISHTON PARK INC
MARIN COMMUNITY FOUNDATION DAF sponsor$183,6009 12010–2022 SWEETWATER SPECTRUM INC
THE HAMPSHIRE FOUNDATION Private foundation$180,0002 12024–2025 ROUTT COUNTY FOUNDATION FOR SENIOR CITIZENS INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$150,0006 12019–2024 SWEETWATER SPECTRUM INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2023 · Form 990 · $708,536 spent · pay $0 · grants $260,788 · events $32,753
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $246,086$246,086-- 34.7%
Other (as described)shared services $211,651$109,839$30,559$71,253 29.9%
Other (as described)other program services $163,992$163,992-- 23.1%
Grants to US individuals $14,702$14,702-- 2.1%
Office expenses $14,275$3,973$10,302- 2.0%
Other (as described)fundraising $12,612--$12,612 1.8%
Occupancy $10,825$10,825-- 1.5%
Insurance $10,070$10,070-- 1.4%
Depreciation and depletion $7,093$7,093-- 1.0%
Information technology $3,405$1,762$1,643- 0.5%
Fees: accounting $3,236-$3,236- 0.5%
Fees: other services $2,653$1,585$1,068$0 0.4%
Fees: legal $2,116-$2,116- 0.3%
All other expenses $1,597$653$944$0 0.2%
Other (as described)Repairs and maintenance $1,415$1,415-- 0.2%
Travel $1,407$1,348$59- 0.2%
Travel or entertainment for public officials $1,386-$1,386- 0.2%
Advertising and promotion $15-$15- 0.0%
Fundraising events Eventdirect expenses; gross income $54,155$32,753reported apart
Total$708,536100%

View the filing

2022 · Form 990 · $538,828 spent · pay $0 · grants $89,458 · events $32,051
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SHARED SERVICES $206,796$114,201$22,944$69,651 38.4%
Other (as described)OTHER PROGRAM SERVICES $171,968$171,968-- 31.9%
Grants to US organizations and governments $89,458$89,458-- 16.6%
Office expenses $25,505$1,940$23,565- 4.7%
Occupancy $9,744$7,668$2,076- 1.8%
Other (as described)FUNDRAISING $7,766--$7,766 1.4%
Insurance $7,104$7,104-- 1.3%
Depreciation and depletion $7,005$7,005-- 1.3%
Fees: accounting $4,331-$4,331- 0.8%
Information technology $3,596$1,409$2,187- 0.7%
Fees: legal $1,721-$1,721- 0.3%
Other (as described)REPAIRS AND MAINTENANCE $1,061$1,061-- 0.2%
Fees: other services $999-$999- 0.2%
All other expenses $899-$899- 0.2%
Travel $715-$715- 0.1%
Conferences, conventions and meetings $140-$140- 0.0%
Advertising and promotion $20-$20- 0.0%
Fundraising events Eventdirect expenses; gross income $38,028$31,911reported apart
Total$538,828100%

View the filing

2021 · Form 990 · $350,140 spent · pay $0 · grants $28,913 · events $28,941
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SHARED SERVICES $235,378$134,967$36,420$63,991 67.2%
Office expenses $39,752$8,837$30,915- 11.4%
Grants to US organizations and governments $28,913$28,913-- 8.3%
Other (as described)LICENSES AND PERMITS $14,197-$14,197- 4.1%
Insurance $7,013-$7,013- 2.0%
Other (as described)FUNDRAISING $6,756--$6,756 1.9%
Depreciation and depletion $6,234$6,234-- 1.8%
Occupancy $3,132-$3,132- 0.9%
Fees: accounting $2,475-$2,475- 0.7%
Fees: other services $2,123$2,123-- 0.6%
Travel $1,898-$1,898- 0.5%
Information technology $1,393-$1,393- 0.4%
Conferences, conventions and meetings $422-$422- 0.1%
Advertising and promotion $208-$208- 0.1%
Fees: legal $150-$150- 0.0%
Other (as described)REPAIRS AND MAINTENANCE $96-$96- 0.0%
Fundraising events Eventdirect expenses; gross income $33,432$28,519reported apart
Total$350,140100%

View the filing

2020 · Form 990 · $387,827 spent · pay $0 · grants $84,851 · events $46
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SHARED SERVICES $208,010$98,310$31,052$78,648 53.6%
Grants to US organizations and governments $84,851$84,851-- 21.9%
Other (as described)EMPLOYEE SCHOLARSHIP AW $20,500-$20,500- 5.3%
Office expenses $18,636-$18,636- 4.8%
Occupancy $14,414$8,054$6,360- 3.7%
Fees: investment management $12,542-$12,542- 3.2%
All other expenses $8,573-$8,573- 2.2%
Depreciation and depletion $6,997-$6,997- 1.8%
Insurance $6,146-$6,146- 1.6%
Other (as described)FUNDRAISING $3,554--$3,554 0.9%
Fees: accounting $1,918-$1,918- 0.5%
Fees: other services $1,062$1,062-- 0.3%
Other (as described)EQUIPMENT REPAIRS AND M $237-$237- 0.1%
Travel $178-$178- 0.0%
Fees: legal $150-$150- 0.0%
Conferences, conventions and meetings $46-$46- 0.0%
Advertising and promotion $13-$13- 0.0%
Total$387,827100%

View the filing

2019 · Form 990 · $357,270 spent · pay $0 · grants $94,338 · events $63
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SHARED SERVICES $196,504$92,662$29,712$74,130 55.0%
Grants to US organizations and governments $94,338$94,338-- 26.4%
Office expenses $30,480-$30,480- 8.5%
Occupancy $14,283$8,087$6,196- 4.0%
Depreciation and depletion $6,888$6,888-- 1.9%
Insurance $5,026-$5,026- 1.4%
All other expenses $4,736-$2,766$1,970 1.3%
Fees: accounting $1,541-$1,541- 0.4%
Fees: other services $1,498$1,498-- 0.4%
Fees: investment management $1,291-$1,291- 0.4%
Travel $580-$580- 0.2%
Conferences, conventions and meetings $63-$63- 0.0%
Advertising and promotion $42-$42- 0.0%
Total$357,270100%

View the filing

2018 · Form 990 · $350,111 spent · pay $169,821 · grants $0 · events $7,069
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $148,819--$148,819 42.5%
Payments to affiliates $103,522$103,522-- 29.6%
Office expenses $22,878-$22,878- 6.5%
Other employee benefits $17,622--$17,622 5.0%
Occupancy $14,468-$14,468- 4.1%
Other (as described)TAXES AND LICENSES $12,532-$12,532- 3.6%
Other (as described) EventFUNDRAISING EVENTS $7,069--$7,069 2.0%
Fees: other services $5,727-$2,164$3,563 1.6%
Depreciation and depletion $5,446-$5,446- 1.6%
Insurance $5,157-$5,157- 1.5%
Pension plan contributions $3,380--$3,380 1.0%
Other (as described)REPAIRS AND MAINTENANCE $1,416-$1,416- 0.4%
Other (as described)BAD DEBT $1,042-$1,042- 0.3%
Advertising and promotion $1,033--$1,033 0.3%
Total$350,111100%

View the filing

2017 · Form 990 · $295,975 spent · pay $178,984 · grants $0 · events $5,303
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $150,242--$150,242 50.8%
Payments to affiliates $42,938$42,938-- 14.5%
Other employee benefits $25,448--$25,448 8.6%
Office expenses $19,594-$18,302$1,292 6.6%
Other (as described)OTHER $15,152-$15,152- 5.1%
Occupancy $14,338-$14,338- 4.8%
Depreciation and depletion $6,324-$6,324- 2.1%
Insurance $5,500-$5,500- 1.9%
Other (as described) EventFUNDRAISING EVENTS $4,424--$4,424 1.5%
Pension plan contributions $3,294--$3,294 1.1%
Fees: other services $2,665-$1,065$1,600 0.9%
Other (as described)TAXES AND LICENSES $1,810--$1,810 0.6%
Information technology $1,387-$1,387- 0.5%
Travel $1,361--$1,361 0.5%
Conferences, conventions and meetings $879-$879- 0.3%
Other (as described)REPAIRS AND MAINTENANCE $487-$487- 0.2%
Advertising and promotion $132--$132 0.0%
Total$295,975100%

View the filing

2016 · Form 990 · $412,170 spent · pay $180,162 · grants $0 · events $5,684
LineAs describedTotalProgramManagementFundraisingShare
Payments to affiliates $158,377$158,377-- 38.4%
Other salaries and wages $146,919--$146,919 35.6%
Other employee benefits $18,168-$124$18,044 4.4%
Office expenses $14,999-$14,999- 3.6%
Occupancy $13,936-$13,936- 3.4%
Payroll taxes $11,083--$11,083 2.7%
Depreciation and depletion $6,300-$6,300- 1.5%
Other (as described) EventFUNDRAISING EVENTS $5,631--$5,631 1.4%
Other (as described)CONTRACTED AND CONSULTI $5,306--$5,306 1.3%
Advertising and promotion $5,140--$5,140 1.2%
All other expenses $5,075-$5,075- 1.2%
Insurance $4,648-$4,648- 1.1%
Pension plan contributions $3,992--$3,992 1.0%
Fees: accounting $3,530-$3,530- 0.9%
Information technology $2,398-$2,398- 0.6%
Other (as described)TAXES AND LICENSES $2,314--$2,314 0.6%
Other (as described)MAINTENANCE $1,770-$1,770- 0.4%
Fees: other services $1,374--$1,374 0.3%
Travel $1,118-$352$766 0.3%
Conferences, conventions and meetings $53--$53 0.0%
Fees: legal $39-$39- 0.0%
Total$412,170100%

View the filing

2015 · Form 990 · $480,641 spent · pay $155,672 · grants $0 · events $9,818
LineAs describedTotalProgramManagementFundraisingShare
Payments to affiliates $249,505$249,505-- 51.9%
Other salaries and wages $129,738$150$129,588- 27.0%
Occupancy $16,411-$16,411- 3.4%
Office expenses $15,122-$15,122- 3.1%
Depreciation and depletion $12,812-$12,812- 2.7%
Other employee benefits $12,742-$12,742- 2.7%
Payroll taxes $9,476-$9,476- 2.0%
Other (as described) EventFUNDRAISING EVENTS $8,532--$8,532 1.8%
Information technology $4,443$74$4,369- 0.9%
Pension plan contributions $3,716-$3,716- 0.8%
Fees: accounting $3,353-$3,353- 0.7%
All other expenses $3,345$735$2,610- 0.7%
Other (as described)OTHER EXPENSES $2,497-$2,497- 0.5%
Other (as described)LOSS ON DISPOSAL OF ASSET $2,370$2,370-- 0.5%
Other (as described)DEVELOPMENT CONTRACTED & $2,250-$2,250- 0.5%
Fees: legal $1,523-$1,523- 0.3%
Conferences, conventions and meetings $1,286-$1,286- 0.3%
Travel $731$13$718- 0.2%
Advertising and promotion $695-$695- 0.1%
Insurance $94$2$92- 0.0%
Total$480,641100%

View the filing

2014 · Form 990 · $570,365 spent · pay $147,140 · grants $0 · events $11,393
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)OTHER CONTRIBUTIONS TO WH $245,000$245,000-- 43.0%
Other salaries and wages $122,668-$122,668- 21.5%
Other (as described)OTHER CONTRIBUTIONS TO SC $59,775$59,775-- 10.5%
Other (as described)OTHER CONTRIBUTIONS TO KC $50,000$50,000-- 8.8%
Occupancy $19,864-$19,864- 3.5%
Depreciation and depletion $14,513-$14,513- 2.5%
Other employee benefits $11,836-$11,836- 2.1%
Other (as described) EventFUNDRAISING EVENTS $11,393-$11,393- 2.0%
Office expenses $10,863-$10,863- 1.9%
Payroll taxes $9,025-$9,025- 1.6%
All other expenses $4,215$2,522$1,693- 0.7%
Pension plan contributions $3,611-$3,611- 0.6%
Fees: accounting $3,240-$3,240- 0.6%
Information technology $2,045$34$2,011- 0.4%
Advertising and promotion $1,655-$1,655- 0.3%
Travel $555$44$511- 0.1%
Insurance $107$2$105- 0.0%
Total$570,365100%

View the filing

2013 · Form 990 · $304,463 spent · pay $143,123 · grants $0 · events $7,690
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $117,763-$117,763- 38.7%
Other (as described)OTHER CONTRIBUTIONS TO WH $85,839$85,839-- 28.2%
Office expenses $16,759-$16,759- 5.5%
Occupancy $16,482-$16,482- 5.4%
Other employee benefits $13,100-$13,100- 4.3%
Depreciation and depletion $11,683-$11,683- 3.8%
Payroll taxes $8,800-$8,800- 2.9%
Other (as described) EventFUNDRAISING EVENTS $7,445-$2,457$4,988 2.4%
Information technology $4,894-$4,894- 1.6%
Fees: legal $4,620-$4,620- 1.5%
Pension plan contributions $3,460-$3,460- 1.1%
Fees: accounting $3,233-$3,233- 1.1%
All other expenses $2,458$1,000$481$977 0.8%
Advertising and promotion $2,304-$772$1,532 0.8%
Other (as described)DEVELOPMENT CONTRACTED & $2,250-$743$1,507 0.7%
Other (as described)OTHER CONTRIBUTIONS TO KC $2,000$2,000-- 0.7%
Travel $1,026-$1,026- 0.3%
Conferences, conventions and meetings $245-$245- 0.1%
Insurance $102-$102- 0.0%
Total$304,463100%

View the filing

2012 · Form 990 · $511,380 spent · pay $135,981 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)GRANTS/ALLOCATIONS PAID $318,058$318,058-- 62.2%
Other salaries and wages $119,162-$39,323$79,839 23.3%
Occupancy $19,838-$6,546$13,292 3.9%
Pension plan contributions $16,819-$5,550$11,269 3.3%
Other (as described)MISC ADMINISTRATIVE $13,046-$4,305$8,741 2.6%
Office expenses $6,689-$2,207$4,482 1.3%
Depreciation and depletion $5,790-$1,911$3,879 1.1%
Advertising and promotion $4,017-$1,326$2,691 0.8%
Other (as described)FUNDRAISING EXPENSES $3,170--$3,170 0.6%
Fees: accounting $3,150-$3,150- 0.6%
Other (as described)CONTRACTED AND CONSULTING $1,444-$477$967 0.3%
All other expenses $197$197-- 0.0%
Total$511,380100%

View the filing

2011 · Form 990 · $598,843 spent · pay $139,484 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)GRANTS/ALLOCATIONS PAID $378,304$378,304-- 63.2%
Other salaries and wages $125,390-$41,379$84,011 20.9%
Other (as described)MISC ADMINISTRATIVE $22,843-$7,538$15,305 3.8%
Occupancy $20,540-$6,778$13,762 3.4%
Pension plan contributions $14,094-$4,651$9,443 2.4%
Office expenses $13,921-$4,594$9,327 2.3%
Advertising and promotion $8,172-$2,697$5,475 1.4%
Other (as described)FUNDRAISING EXPENSES $5,587--$5,587 0.9%
Other (as described)CONTRACTED AND CONSULTING $4,863-$1,605$3,258 0.8%
Fees: accounting $3,080-$3,080- 0.5%
Depreciation and depletion $2,049-$676$1,373 0.3%
Total$598,843100%

View the filing

2010 · Form 990 · $752,663 spent · pay $84,635 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)GRANTS/ALLOCATIONS PAID $323,000$323,000-- 42.9%
Other (as described)FUNDRAISING EXPENSES $292,927--$292,927 38.9%
Other salaries and wages $77,195-$25,474$51,721 10.3%
Occupancy $16,817-$5,549$11,268 2.2%
Office expenses $12,501-$4,125$8,376 1.7%
Other (as described)MISC ADMINISTRATIVE $10,520-$3,472$7,048 1.4%
Pension plan contributions $7,440-$2,455$4,985 1.0%
Advertising and promotion $3,994-$1,318$2,676 0.5%
Other (as described)CONTRACTED AND CONSULTING $3,440-$1,135$2,305 0.5%
Fees: accounting $2,940-$2,940- 0.4%
Depreciation and depletion $1,889-$623$1,266 0.3%
Total$752,663100%

View the filing

2009 · Form 990 · $144,025 spent · pay $82,508 · grants $0 · events $7,808
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $66,982-$22,104$44,878 46.5%
Other (as described)GRANTS/ALLOCATIONS PAID $11,998-$3,959$8,039 8.3%
Occupancy $10,324-$3,407$6,917 7.2%
Other (as described) EventFUNDRAISING EVENTS $7,807--$7,807 5.4%
Other (as described)PRINTING $7,684-$2,536$5,148 5.3%
Other employee benefits $7,510-$2,478$5,032 5.2%
Fees: accounting $7,452-$4,375$3,077 5.2%
All other expenses $6,914-$2,280$4,634 4.8%
Payroll taxes $5,828-$1,924$3,904 4.0%
Other (as described)ADVERTISING $3,451-$1,139$2,312 2.4%
Other (as described)DEVELOPMENT POSTAGE $3,384-$1,117$2,267 2.3%
Pension plan contributions $2,188-$721$1,467 1.5%
Depreciation and depletion $2,057-$679$1,378 1.4%
Travel $445-$146$299 0.3%
Conferences, conventions and meetings $1--$1 0.0%
Total$144,025100%

View the filing