Nonprofit · EIN 54-1639629
WARM HEARTH FOUNDATION INCORPORATED
Tax-exempt · BLACKSBURG, VA 24060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $675,979 | $789,040 | -$113,061 | $5,236,561 | $993,326 | $4,243,235 |
| September 30, 2024 | 990 | $746,266 | $708,536 | $37,730 | $4,027,224 | $171,978 | $3,855,246 |
| September 30, 2023 | 990 | $780,258 | $538,828 | $241,430 | $3,485,543 | $240,967 | $3,244,576 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $552,678
- Program service revenue
- $0
- Investment income
- $2,026
- Net gain from sales of assets
- $1,741
- Net income from fundraising events
- $47,480
- Net income from sales of inventory
- $73,710
- Other revenue
- $121,275
Expenses
- Grants and similar amounts paid
- $469,027
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $150
- Accounting fees
- $6,289
- Occupancy
- $24,772
- Travel
- $2,085
- Depreciation
- $4,502
- Program services (functional)
- $742,128
- Management and general (functional)
- $46,912
Balance sheet and other
- Total assets, start of year
- $4,027,224
- Total assets, end of year
- $5,236,561
- Total liabilities, end of year
- $993,326
- Net assets, end of year
- $4,243,235
- Land, buildings and equipment
- $37,568
- Publicly traded securities
- $3,186,061
- Net assets without donor restrictions
- -$201,740
- Net assets with donor restrictions
- $4,444,975
- Gross receipts
- $701,853
- Employees
- 0
- Volunteers
- 200
- Year formed
- 1992
- State of legal domicile
- VA
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM LESTER | PRESIDENT AND CEO Officer | 0.5 | $0 | $199,560 | $23,000 |
| MOLLY NEVITT | CFO Officer | 0.5 | $0 | $154,380 | $12,433 |
| TAMBRA DIXON | VP OF PHILANTHROPY Highest-paid employee | 0.5 | $0 | $123,507 | $8,341 |
| WALTER WILLIAMS | DIRECTOR OF NETWORK SERVICES Highest-paid employee | 0.5 | $0 | $117,066 | $9,649 |
| WILLIAM JONES | KHCC ADMINISTRATOR Highest-paid employee | 0.5 | $0 | $119,899 | $3,615 |
| ALISON TRIGG | SHOWALTER ADMINISTRATOR Highest-paid employee | 0.5 | $0 | $115,908 | $4,645 |
| JOSHUA TONEY | RN ADMINISTRATOR WARM HEARTH AT HOME Highest-paid employee | 0.5 | $0 | $114,922 | $0 |
| KAREN HANKS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE SPEARS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RICHARD SHEPHERD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SAVANNA DYER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| THOMAS PIERCE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| William Lester | President and CEO Officer | 0.5 | $0 | $185,761 | $5,248 |
| Molly Nevitt | CFO Officer | 0.5 | $0 | $148,246 | $3,923 |
| Tambra Dixon | VP of Philanthropy Highest-paid employee | 0.5 | $0 | $120,181 | $3,317 |
| Walter Williams | Director of Network Services Highest-paid employee | 0.5 | $0 | $107,463 | $3,292 |
| Kevin Sands | RN Director Highest-paid employee | 0.5 | $0 | $106,749 | $3,140 |
| Alison Trigg | Showalter Admin Highest-paid employee | 0.5 | $0 | $105,534 | $499 |
| Shaunna Andrews | Director of Nursing Highest-paid employee | 0.5 | $0 | $103,685 | $2,061 |
| Karen Hanks | Secretary Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Mike Spears | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Thomas Pierce | President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Richard Shepherd | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Savanna Dyer | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRAD DALTON | FORMER PRES AND CEO (END 07/2022) Former | 0.5 | $0 | $143,229 | $3,413 |
| MOLLY NEVITT | CFO Officer | 0.5 | $0 | $127,688 | $3,814 |
| TAMBRA DIXON | DIRECTOR OF MARKETING Highest-paid employee | 0.5 | $0 | $110,451 | $2,966 |
| KORIE FLANNAGAN | NURSING HOME ADMIN Highest-paid employee | 0.5 | $0 | $106,600 | $3,193 |
| KEVIN SANDS | RN DIRECTOR OF QA AND EDU Highest-paid employee | 0.5 | $0 | $104,948 | $3,048 |
| HEATHER GEARHART | VICE PRESIDENT Highest-paid employee | 0.5 | $0 | $105,613 | $2,282 |
| LESTER LUTHER | PRESIDENT AND CEO (START 07/2022) Officer | 0.5 | $0 | $66,775 | $2,001 |
| ED BUNCE | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| THOMAS PIERCE | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MIKE SPEARS | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2607 WARM HEARTH DR STE 100, BLACKSBURG, VA 24060-6247
- Principal officer (990 for 2024)
- WILLIAM LESTER, 2607 WARM HEARTH DRIVE SUITE 100, BLACKSBURG, VA 24060
- Signed the 990
- MOLLY NEVITT, CFO
- Phone
- (540) 961-1712
- Website
- WWW.RETIRE.ORG
- Return prepared by
- FORVIS MAZARS LLP
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., FOUNDERS FOREST, INC., AND WARM HEARTH, INC., (B) NON-PROFIT NURSING HOME AND ASSISTED LIVING CARE AS PROVIDED BY NRV NURSING CENTER, INC., SHOWALTER CENTER, INC., WARM HEARTH AT HOME, INC., AND WARM HEARTH HOSPICE, INC.
Program accomplishments
- 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 NINE AFFILIATED ORGANIZATIONS WHICH COMPRISE WARM HEARTH VILLAGE, PROVIDING HOUSING TO APPROXIMATELY 350 PERSONS.Expenses $742,128 · grants $469,027
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 54-1639629
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1992
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75I)
- Assets (IRS master file)
- $5,236,561
- Income (IRS master file)
- $701,853
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $675,979 | $789,040 | $5,236,561 | XML |
| 990 | September 2024 | $746,266 | $708,536 | $4,027,224 | XML |
| 990 | September 2023 | $780,258 | $538,828 | $3,485,543 | XML |
| 990 | September 2022 | $569,564 | $350,140 | $3,186,690 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 54-1639629).
Questions about WARM HEARTH FOUNDATION INCORPORATED
- What is the EIN of WARM HEARTH FOUNDATION INCORPORATED?
- The employer identification number (EIN) of WARM HEARTH FOUNDATION INCORPORATED is 54-1639629.
- Is WARM HEARTH FOUNDATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to WARM HEARTH FOUNDATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WARM HEARTH FOUNDATION INCORPORATED 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 WARM HEARTH FOUNDATION INCORPORATED due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WARM HEARTH FOUNDATION INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of WARM HEARTH FOUNDATION INCORPORATED?
- The 990 for the year ended September 30, 2025 names WILLIAM LESTER.
- Who are the officers and directors of WARM HEARTH FOUNDATION INCORPORATED?
- The 990 for the year ended September 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does WARM HEARTH FOUNDATION INCORPORATED have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $675,979, expenses of $789,040 and total assets of $5,236,561 at year end.
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