Nonprofit · EIN 52-2034127
HEART OF AMERICA FOUNDATION
Tax-exempt · WASHINGTON, DC 20036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $17,062,886 | $16,553,614 | $509,272 | $21,540,338 | $15,265,695 | $6,274,643 |
| December 31, 2023 | 990 | $15,517,475 | $14,151,541 | $1,365,934 | $19,858,884 | $14,093,513 | $5,765,371 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $16,289,536
- of which government grants
- $833,500
- Program service revenue
- $98,915
- Investment income
- $656,626
- Net gain from sales of assets
- -$367
- Net income from fundraising events
- $2,698
- Other revenue
- $17,809
Expenses
- Grants and similar amounts paid
- $310,349
- Compensation of officers, directors and key employees
- $270,323
- Other salaries and wages
- $3,670,854
- Salaries, compensation and benefits (total)
- $4,616,818
- Professional fundraising fees
- $0
- Accounting fees
- $35,395
- Occupancy
- $150,163
- Travel
- $519,162
- Depreciation
- $6,324
- Program services (functional)
- $14,675,979
- Management and general (functional)
- $1,196,721
- Fundraising (functional)
- $680,914
Balance sheet and other
- Total assets, start of year
- $19,858,884
- Total assets, end of year
- $21,540,338
- Total liabilities, end of year
- $15,265,695
- Net assets, end of year
- $6,274,643
- Land, buildings and equipment
- $22,402
- Net assets without donor restrictions
- $5,307,970
- Net assets with donor restrictions
- $966,673
- Gross receipts
- $17,073,570
- Employees
- 58
- Volunteers
- 2,482
- Year formed
- 1997
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JILL HEATH | PRESIDENT Trustee or director, Officer | 60 | $260,000 | $10,323 |
| BELINDA HARRIS | VICE PRESIDENT, DEVELOPMENT Highest-paid employee | 50 | $170,000 | $27,572 |
| TOM HELWIG | SENIOR VICE PRESIDENT, OPERATIONS Highest-paid employee | 50 | $190,000 | $7,061 |
| KATHRYN SORESTAD | VICE PRESIDENT, GOVERNMENT AFFAIRS Highest-paid employee | 50 | $162,500 | $16,908 |
| HETAL PATEL | VICE PRESIDENT, FINANCE Highest-paid employee | 50 | $166,500 | $6,599 |
| PAM BRYDEN | VICE PRESIDENT, HR AND ADMIN Highest-paid employee | 50 | $164,500 | $6,480 |
| KAREN DUNCAN | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| ERIC SCHEWEIKERT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KELLY BOZARTH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| HOWARD BYCK | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARY CHRIST-ERWIN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARCIA BULLARD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEVE KAUFMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TERRY MCDONOUGH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SCOTT NELSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LATANYA MCDADE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| YOLI STANCIL | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JILL HEATH | PRESIDENT Trustee or director, Officer | 60 | $250,000 | $9,877 |
| SHELLY LUCAS | VICE PRESIDENT, PROGRAM DELIVERY Highest-paid employee | 50 | $160,750 | $23,499 |
| KATHRYN SORESTAD | VICE PRESIDENT, OPERATIONS Highest-paid employee | 50 | $158,750 | $14,484 |
| HETAL PATEL | VICE PRESIDENT, FINANCE Highest-paid employee | 50 | $161,750 | $6,208 |
| PAM BRYDEN | VICE PRESIDENT, HR AND ADMIN Highest-paid employee | 50 | $160,750 | $6,185 |
| TIMOTHY TORMOEN | VICE PRESIDENT, MARKETING Highest-paid employee | 50 | $142,750 | $13,996 |
| MARCIA BULLARD | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| ERIC SCHWEIKERT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KELLY BOZARTH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| HOWARD BYCK | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARY CHRIST-ERWIN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KAREN DUNCAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEVE KAUFMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DR LATANYA MCDADE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TERRY MCDONOUGH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SCOTT NELSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| YOLI STANCIL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1701 RHODE ISLAND AVE NW, WASHINGTON, DC 20036-3001
- In care of
- % JILL HEATH
- Principal officer (990 for 2024)
- JILL HEATH, 1701 RHODE ISLAND AVE NW, WASHINGTON, DC 20036
- Signed the 990
- JILL HEATH, PRESIDENT
- Phone
- (202) 347-6278
- Website
- WWW.HEARTOFAMERICA.ORG
- Return prepared by
- GELMAN ROSENBERG & FREEDMAN
Mission
THE HEART OF AMERICA FOUNDATION CREATES VIBRANT LEARNING ENVIRONMENTS FOR CHILDREN, ENGAGING VOLUNTEERS IN ACTS OF SERVICE AND ENCOURAGING THE PURSUIT OF EDUCATION BY PROVIDING CHILDREN IN NEED WITH THE TOOLS TO READ, SUCCEED AND MAKE A DIFFERENCE. SINCE 1997, THE ORGANIZATION HAS PROVIDED CHILDREN LIVING IN UNDERSERVED COMMUNITIES WITH OVER $4.2 MILLION LIBRARY AND TAKE-HOME BOOKS AND ENGAGED VOLUNTEERS IN MORE THAN 1.2 MILLION HOURS OF SERVICE TO THESE COMMUNITIES.
Program accomplishments
- THE TRANSFORMATION PROGRAM RENEWS COMMUNITY SUPPORT IN ENRICHING STUDENT LIVES, HELPING THEM REGAIN LOST OPPORTUNITIES FOR LEARNING BECAUSE OF DILAPIDATED AND OUTDATED FACILITIES. THE TRANSFORMATION PROGRAM TRANSFORMS SCHOOL LIBRARIES AND OTHER EDUCATIONAL COMMUNITY SPACES INTO ENGAGING LEARNING SPACES, SATURATING SCHOOL ENVIRONMENTS WITH NEW BOOKS. REMODELED SPACES ARE REVITALIZED WITH IMPROVED TECHNOLOGY, HIGH-QUALITY BOOKS, EDUCATION MATERIALS AND MODERN FURNITURE TO BECOME A VIBRANT LEARNING CENTER - THE NEW HEART OF A COMMUNITY.Expenses $13,504,052 · grants $151,419 · revenue $98,915
- RESOURCE DISTRIBUTION PROGRAM PUTS BOOKS, SCHOOL SUPPLIES AND VITAL TECHNOLOGY INTO THE HANDS OF CHILDREN WHO NEED THEM THE MOST. ELEMENTARY, MIDDLE AND HIGH SCHOOLS AND STUDENTS RECEIVE NEW, AGE-APPROPRIATE BOOKS TO REPLENISH SCHOOL, CLASSROOM AND HOME LIBRARIES. AT BOOK GIVEAWAY EVENTS, STAFF AND VOLUNTEERS READ TO CHILDREN AND ENGAGE IN INTER-GENERATIONAL ENRICHMENT AND EDUCATIONAL ACTIVITIES. THIS PROGRAM INTRODUCES YOUNG PEOPLE TO COMMUNITY SERVICE AND PROVIDES MEANINGFUL HANDS-ON EXPERIENCES. IN TIMES OF DISASTER AND PANDEMICS, THE PROGRAM WORKS DIRECTLY WITH IMPACTED SCHOOL DISTRICTS AND SCHOOLS TO GET GREATLY-NEEDED SUPPLIES AND BOOKS INTO THE HANDS AND HOMES OF FAMILIES/CHILDREN AS QUICKLY AS POSSIBLE.Expenses $1,171,927 · grants $158,930
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-2034127
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S99)
- Assets (IRS master file)
- $21,540,338
- Income (IRS master file)
- $17,073,570
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $17,062,886 | $16,553,614 | $21,540,338 | XML |
| 990 | December 2023 | $15,517,475 | $14,151,541 | $19,858,884 | XML |
| 990 | December 2022 | $15,349,861 | $14,502,679 | $19,101,550 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2034127).
Questions about HEART OF AMERICA FOUNDATION
- What is the EIN of HEART OF AMERICA FOUNDATION?
- The employer identification number (EIN) of HEART OF AMERICA FOUNDATION is 52-2034127.
- Is HEART OF AMERICA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HEART OF AMERICA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEART OF AMERICA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEART OF AMERICA FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEART OF AMERICA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEART OF AMERICA FOUNDATION?
- The 990 for the year ended December 31, 2024 names JILL HEATH.
- Who are the officers and directors of HEART OF AMERICA FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 17 people; 6 received compensation from the organization, the highest $260,000 (JILL HEATH, PRESIDENT).
- How much revenue does HEART OF AMERICA FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $17,062,886, expenses of $16,553,614 and total assets of $21,540,338 at year end.
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All nonprofits in WASHINGTON · District of Columbia · Community improvement and capacity building