Civic Intelligence

Warm Hearth Inc.

990 • Fiscal year 2024 • EIN 23-7378013

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 08, 2025

Organization Profilewww.retire.org

View Organization Page

2607 Warm Hearth Drive No 100Blacksburg, VA 24060

(540) 552-9176

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.75x

Higher debt load relative to assets than 86% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

3.52x

Higher debt load relative to revenue than 93% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

28th percentile

-2.9%

Higher net margin than 28% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$191,009

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

39th percentile

1.8%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$13,806,305

Up $248,114 (+1.8%) from 2023

Net Assets

Down

$3,511,851

Down $84,961 (-2.4%) from 2023

Liabilities

Up

$10,294,454

Up $333,075 (+3.3%) from 2023

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin28th percentile

Revenue

Down

$2,922,854

Down $2,159,998 (-42%) from 2023

Expenses

Up

$3,007,815

Up $77,361 (+2.6%) from 2023

Net Income

Down

-$84,961

Down $2,237,359 (-104%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0-$5.0MAssets 2010: $3,459,089Liabilities 2010: $2,817,598Net Assets 2010: $641,4912010Assets 2011: $2,634,576Liabilities 2011: $1,973,382Net Assets 2011: $661,1942011Assets 2012: $2,584,379Liabilities 2012: $1,790,370Net Assets 2012: $794,0092012Assets 2013: $8,292,572Liabilities 2013: $7,358,837Net Assets 2013: $933,7352013Assets 2014: $8,278,793Liabilities 2014: $7,465,166Net Assets 2014: $813,6272014Assets 2015: $8,011,830Liabilities 2015: $7,015,386Net Assets 2015: $996,4442015Assets 2016: $8,076,103Liabilities 2016: $6,953,526Net Assets 2016: $1,122,5772016Assets 2017: $7,946,984Liabilities 2017: $6,876,070Net Assets 2017: $1,070,9142017Assets 2018: $8,455,058Liabilities 2018: $7,437,456Net Assets 2018: $1,017,6022018Assets 2019: $9,207,830Liabilities 2019: $8,689,141Net Assets 2019: $518,6892019Assets 2020: $10,491,427Liabilities 2020: $10,980,755Net Assets 2020: -$489,3282020Assets 2021: $10,786,926Liabilities 2021: $9,220,686Net Assets 2021: $1,566,2402021Assets 2022: $9,848,371Liabilities 2022: $8,403,957Net Assets 2022: $1,444,4142022Assets 2023: $13,558,191Liabilities 2023: $9,961,379Net Assets 2023: $3,596,8122023Assets 2024: $13,806,305Liabilities 2024: $10,294,454Net Assets 2024: $3,511,8512024

Highlighted filing

2024

Assets$13,806,305
Liabilities$10,294,454
Net Assets$3,511,851
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $871,1632010Expenses 2011: $976,4522011Expenses 2012: $1,154,3662012Expenses 2013: $1,569,0452013Revenue 2014: $1,569,939Expenses 2014: $1,690,047Net Income 2014: -$120,1082014Revenue 2015: $1,911,443Expenses 2015: $1,728,626Net Income 2015: $182,8172015Revenue 2016: $1,876,627Expenses 2016: $1,750,494Net Income 2016: $126,1332016Revenue 2017: $1,868,858Expenses 2017: $1,920,521Net Income 2017: -$51,6632017Revenue 2018: $1,919,995Expenses 2018: $1,973,307Net Income 2018: -$53,3122018Revenue 2019: $1,873,955Expenses 2019: $2,372,868Net Income 2019: -$498,9132019Revenue 2020: $1,592,552Expenses 2020: $2,063,930Net Income 2020: -$471,3782020Revenue 2021: $4,031,102Expenses 2021: $1,975,534Net Income 2021: $2,055,5682021Revenue 2022: $2,131,943Expenses 2022: $2,253,769Net Income 2022: -$121,8262022Revenue 2023: $5,082,852Expenses 2023: $2,930,454Net Income 2023: $2,152,3982023Revenue 2024: $2,922,854Expenses 2024: $3,007,815Net Income 2024: -$84,9612024

Highlighted filing

2024

Revenue$2,922,854
Expenses$3,007,815
Net Income-$84,961
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 8, 2025
Return Version
2023v6.0
Gross Receipts
$2,922,854
Mission and Program Overview

Mission

The corporation provides supervision, management and development services to a seniors housing community which is operated by 501(c) (3) and 501(c) (4) organizations and provides housing to approximately 500 elderly and handicapped persons.

The corporation provides supervision, management and development services to a seniors housing community which is operated by 501(c)(3) and 501(c)(4) organizations and provides housing to approximately 500 elderly and handicapped persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,941,751$8,077,073▲ $135,322
Savings and Temporary Cash Investments$941,195$762,330▼ $178,865
Cash and Non-Interest-Bearing Accounts$115,007$189,280▲ $74,273
Prepaid Expenses and Deferred Charges$186,217$164,127▼ $22,090
Accounts Receivable$-391$1,049▲ $1,440
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors-$0-
Total Assets$13,558,191$13,806,305▲ $248,114
Other Assets Total$4,374,412$4,612,446▲ $238,034
Liabilities
Other Liabilities$4,784,367$5,392,715▲ $608,348
Mortgage Notes Payable Secured by Investment Property$4,144,492$3,878,094▼ $266,398
Deferred Revenue$826,999$855,621▲ $28,622
Accounts Payable and Accrued Expenses$205,521$168,024▼ $37,497
Total Liabilities$9,961,379$10,294,454▲ $333,075
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,596,812$3,511,851▼ $84,961
Total Net Assets Fund Balance$3,596,812$3,511,851▼ $84,961
Total Liabilities and Net Assets / Fund Balance$13,558,191$13,806,305▲ $248,114

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,604,018$3,617,458$10,221,476
Other Land Buildings$628,521$344,283$972,804
Land$679,063-$679,063
Equipment$165,471$90,639$256,110
Other Assets Org$24,667--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William LesterPresident and CEOFT$171,746$19,263$191,009
Molly NevittCFOFT$129,726$22,443$152,169
Tambra DixonVP of PhilanthropyFT$120,181$3,317$123,498
Walter WilliamsDirector of Network ServicesFT$107,463$3,292$110,755
Kevin SandsRN DirectorFT$106,749$3,140$109,889
Alison TriggShowalter AdminFT$105,534$499$106,033
Shaunna AndrewsDirector of NursingFT$103,685$2,061$105,746

Board Members and Trustees

NameTitle
Ed SpencerChair
William PriceVice Chairman
Allan BookoutVice Chairman / Treasurer
Bridget McMahonDirector
Charles JohnsonDirector
Heather DucoteDirector
Jason PospichalDirector
Karen HanksDirector
Katherine AllenDirector
Meg StoneDirector
Mike SpearsDirector
Pamela TeasterDirector
Richard ShepherdDirector
Savanna DyerDirector
Thomas PierceDirector
Tommy McDearisDirector
Hing-Har LoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$34,299
Program Service Revenue
$2,669,507
Investment Income
$219,048
Other Revenue
$0
Change in Net Assets
$-84,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,697,140
Other Expenses$1,310,675
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$422,035$352,775-$774,810
Depreciation Depletion$418,518--$418,518
Other Employee Benefits$222,190$184,534-$406,724
Current Officers, Directors, Trustees, and Key Employees$183,704$150,303-$334,007
Interest$138,124--$138,124
Payroll Taxes$62,388$51,815-$114,203
Fees for Services Other$69,584$34,505$0$104,089
Office Expenses$17,254$76,585-$93,839
Occupancy$89,145$1,392-$90,537
Pension Plan Contributions$36,818$30,578-$67,396
Fees for Services Accounting-$64,714-$64,714
Information Technology$1,578$43,799-$45,377
Insurance$34,001--$34,001
Fees for Services Legal-$33,443-$33,443
Other Expenses$12,691$28,382-$28,382
Advertising-$17,032-$17,032
Travel$7,610$4,668-$12,278
Conferences and Meetings-$9,422-$9,422
All Other Expenses$2,319$85$0$2,404
Total Functional Expenses$1,891,124$1,116,691$0$3,007,815
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliates$4,157,654
Refundable Life Lease Fees$1,210,394
lease liability$24,667
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15

“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 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 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 reelection 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.”

Filing and Contact Details

Filer

Filer Name
Warm Hearth Inc
EIN
23-7378013
Phone
5405529176
Address
2607 WARM HEARTH DRIVE NO 100, Blacksburg, VA 24060

Signing Officer

Name
Molly J Nevitt
Title
CFO
Signed
2025-08-08
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
501
Volunteers
250

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C Change of oversight process or selection process

“The process has not changed since the prior year.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm6Heather Ducote
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IRS990/Form990PartVIISectionAGrp/PersonNm12Pamela Teaster
IRS990/Form990PartVIISectionAGrp/PersonNm13Richard Shepherd
IRS990/Form990PartVIISectionAGrp/PersonNm14Savanna Dyer
IRS990/Form990PartVIISectionAGrp/PersonNm15Thomas Pierce
IRS990/Form990PartVIISectionAGrp/PersonNm16Tommy McDearis
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IRS990/Form990PartVIISectionAGrp/PersonNm19Alison Trigg
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IRS990/Form990PartVIISectionAGrp/PersonNm21Shaunna Andrews
IRS990/Form990PartVIISectionAGrp/PersonNm22Tambra Dixon
IRS990/Form990PartVIISectionAGrp/PersonNm23Walter Williams
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18President and CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19Showalter Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt20RN Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director of Nursing
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP of Philanthropy
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director of Network Services
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,806,305
Liabilities
$10,294,454
Net assets
$3,511,851
Revenue
$2,922,854
Expenses
$3,007,815
Net income
-$84,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$10.3$3.51$2.92$3.01$0.08
2023Detailed filing. Detailed filing data is available for this year.$13.6$9.96$3.60$5.08$2.93$2.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.85$8.40$1.44$2.13$2.25$0.12
2021Detailed filing. Detailed filing data is available for this year.$10.8$9.22$1.57$4.03$1.98$2.06
2020Detailed filing. Detailed filing data is available for this year.$10.5$11.0$0.49$1.59$2.06$0.47
2019Detailed filing. Detailed filing data is available for this year.$9.21$8.69$0.52$1.87$2.37$0.50
2018Detailed filing. Detailed filing data is available for this year.$8.46$7.44$1.02$1.92$1.97$0.05
2017Detailed filing. Detailed filing data is available for this year.$7.95$6.88$1.07$1.87$1.92$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.08$6.95$1.12$1.88$1.75$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.01$7.02$1.00$1.91$1.73$0.18
2014Detailed filing. Detailed filing data is available for this year.$8.28$7.47$0.81$1.57$1.69$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$7.36$0.93$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$1.79$0.79$1.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$1.97$0.66$0.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$2.82$0.64$0.87