Civic Intelligence

Warm Hearth at Home Inc.

990 • Fiscal year 2021 • EIN 46-4213353

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 09, 2022

Organization ProfileRETIRE.ORG/ATHOME.HTML
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

99th percentile

2.48x

Higher debt load relative to assets than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

1.08x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

16th percentile

-9.3%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$198,336

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

90th percentile

68%

Faster asset growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-2.6%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$447,915

Up $181,943 (+68%) from 2020

Net Assets

Down

-$661,208

Down $95,339 (-17%) from 2020

Liabilities

Up

$1,109,123

Up $277,282 (+33%) from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin16th percentile

Revenue

Down

$1,026,983

Down $26,912 (-2.6%) from 2020

Expenses

Down

$1,122,322

Down $70,349 (-5.9%) from 2020

Net Income

Up

-$95,339

Up $43,437 (+31%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$2.0M$1.0M$0-$1.0MAssets 2014: $101,659Liabilities 2014: $135,912Net Assets 2014: -$34,2532014Assets 2015: $64,894Liabilities 2015: $96,107Net Assets 2015: -$31,2132015Assets 2016: $134,321Liabilities 2016: $373,679Net Assets 2016: -$239,3582016Assets 2017: $123,214Liabilities 2017: $490,901Net Assets 2017: -$367,6872017Assets 2018: $125,959Liabilities 2018: $625,979Net Assets 2018: -$500,0202018Assets 2019: $208,166Liabilities 2019: $635,259Net Assets 2019: -$427,0932019Assets 2020: $265,972Liabilities 2020: $831,841Net Assets 2020: -$565,8692020Assets 2021: $447,915Liabilities 2021: $1,109,123Net Assets 2021: -$661,2082021Assets 2022: $467,985Liabilities 2022: $1,099,754Net Assets 2022: -$631,7692022Assets 2023: $796,445Liabilities 2023: $1,486,637Net Assets 2023: -$690,1922023Assets 2024: $739,790Liabilities 2024: $1,618,102Net Assets 2024: -$878,3122024

Highlighted filing

2021

Assets$447,915
Liabilities$1,109,123
Net Assets-$661,208
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $592,669Expenses 2014: $626,922Net Income 2014: -$34,2532014Revenue 2015: $762,885Expenses 2015: $759,845Net Income 2015: $3,0402015Revenue 2016: $763,737Expenses 2016: $971,882Net Income 2016: -$208,1452016Revenue 2017: $1,090,345Expenses 2017: $1,218,674Net Income 2017: -$128,3292017Revenue 2018: $1,140,761Expenses 2018: $1,273,094Net Income 2018: -$132,3332018Revenue 2019: $1,371,651Expenses 2019: $1,298,724Net Income 2019: $72,9272019Revenue 2020: $1,053,895Expenses 2020: $1,192,671Net Income 2020: -$138,7762020Revenue 2021: $1,026,983Expenses 2021: $1,122,322Net Income 2021: -$95,3392021Revenue 2022: $1,158,502Expenses 2022: $1,129,063Net Income 2022: $29,4392022Revenue 2023: $1,732,593Expenses 2023: $1,791,016Net Income 2023: -$58,4232023Revenue 2024: $2,406,851Expenses 2024: $2,594,971Net Income 2024: -$188,1202024

Highlighted filing

2021

Revenue$1,026,983
Expenses$1,122,322
Net Income-$95,339
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 9, 2022
Return Version
2020v4.2
Gross Receipts
$1,026,983
Mission and Program Overview

Mission

Assisted living services delivered in elderly persons' homes

Assisted living services delivered in elderly persons' homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$146,828$221,356▲ $74,528
Accounts Receivable$107,945$220,917▲ $112,972
Land, Buildings, and Equipment, Net$4,513$3,958▼ $555
Prepaid Expenses and Deferred Charges$389--
Total Assets$265,972$447,915▲ $181,943
Other Assets Total$6,297$1,684▼ $4,613
Liabilities
Other Liabilities$735,464$977,383▲ $241,919
Accounts Payable and Accrued Expenses$58,254$85,762▲ $27,508
Deferred Revenue$38,123$45,978▲ $7,855
Total Liabilities$831,841$1,109,123▲ $277,282
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-565,869$-661,208▼ $95,339
Total Net Assets Fund Balance$-565,869$-661,208▼ $95,339
Total Liabilities and Net Assets / Fund Balance$265,972$447,915▲ $181,943

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,958$15,135$19,093
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleOtherTotal
Heather GearhartVP Health & Wellness$129,983$129,983
Molly NevittCFO$128,429$128,429
Tambra DixonDirector of Marketing & De$114,277$114,277
Brad DaltonCurrent President / CEO$46,259$46,259

Board Members and Trustees

NameTitle
Ed SpencerChair
Ferne MoschellaFormer President / CEO
William PriceVice Chairman
Jason PospichalVice Chairman/treasurer
Allan BookoutDirector
Bridget McmahonDirector
Charles JohnsonDirector
Craig ParrentDirector
Katherine AllenDirector
Meg StoneDirector
Mike SpearsDirector
Pamela TeasterDirector
Richard ShepherdDirector
Tara FrenchDirector
Thomas PierceDirector
Tommy McdearisDirector
Tracy VosburghDirector
Hing-har LoSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Functional Pathways Of Tn LLCTherapeutic Services10133 SHERILL BLVD STE 200, Knoxville, TN 37932$128,666
Revenue and Support

Revenue Composition

Contributions and Grants
$479
Program Service Revenue
$987,818
Investment Income
$1,802
Other Revenue
$36,884
Change in Net Assets
$-95,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,122,322
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$300,543--$300,543
Office Expenses$18,326$10,983-$29,309
Travel$23,532$8-$23,540
Occupancy$14,551--$14,551
Information Technology$10,202--$10,202
All Other Expenses$4,369$5,187-$9,556
Insurance$8,353$19-$8,372
Other Expenses$6,766$26,744-$6,766
Depreciation Depletion$3,829--$3,829
Fees for Services Accounting-$2,877-$2,877
Advertising-$483-$483
Fees for Services Legal-$440-$440
Conferences and Meetings$179--$179
Total Functional Expenses$1,075,581$46,741$0$1,122,322
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$977,383
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
No
Other officer compensation reviewed
No
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, Section B, 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.”

Form 990, Part VI, Section B, 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 reelection to a new term.”

Form 990, Part VI, Section B, Line 15

“Warm hearth, a related organization, compensates the organization's officers and employees. 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, Section C, Line 19

“Governing documents are available to be viewed in carson library upon written request addressed to the chief financial officer.”

Filing and Contact Details

Filer

Filer Name
Warm Hearth at Home Inc
EIN
46-4213353
Phone
5405529176
Address
2607 WARM HEARTH DRIVE NO 100, BLACKSBURG, VA 24060

Signing Officer

Name
Molly Nevitt
Title
CFO
Phone
5405529176
Signed
2022-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Dalton
Formed
2013
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Cherry Bekaert Llp
Address
222 CENTRAL PARK AVE STE 1400, VIRGINIA BEACH, VA 23462
Preparer
Amanda Adams
Phone
7574562400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contracted & consulting services: program service expenses 121,566. Management and general expenses 0. Fundraising expenses 0. Total expenses 121,566. Rehabilitation services: program service expenses 178,977. Management and general expenses 0. Fundraising expenses 0. Total expenses 178,977.”

Raw XML AppendixShowing 400 of 664 raw XML fields

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/ReportableCompFromOrgAmt200
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17119106
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18183833
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1945041
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20126208
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21104095
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18FORMER PRESIDENT / CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CURRENT PRESIDENT / CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP HEALTH & WELLNESS
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF MARKETING & DE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02013
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt019093
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt036884
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IRS990/MissionDesc0ASSISTED LIVING SERVICES DELIVERED IN ELDERLY PERSONS' HOMES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-565869
IRS990/NetAssetsOrFundBalancesEOYAmt0-661208
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-565869
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-661208
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt014551
IRS990/OccupancyGrp/TotalAmt014551
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010983
IRS990/OfficeExpensesGrp/ProgramServicesAmt018326
IRS990/OfficeExpensesGrp/TotalAmt029309
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06297
IRS990/OtherAssetsTotalGrp/EOYAmt01684
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IRS990/OtherExpensesGrp/Desc0SHARED SERVICES
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IRS990/OtherExpensesGrp/ProgramServicesAmt0684931
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01371651
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01140761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01090345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05642783
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt036884
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01687
IRS990ScheduleA/OtherIncome509Grp/TotalAmt038571
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99320
IRS990ScheduleA/PublicSupportPY509Pct00.99970

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,915
Liabilities
$1,109,123
Net assets
-$661,208
Revenue
$1,026,983
Expenses
$1,122,322
Net income
-$95,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.74$1.62$0.88$2.41$2.59$0.19
2023Summary only. Only limited summary data is available for this year.$0.80$1.49$0.69$1.73$1.79$0.06
2022Summary only. Only limited summary data is available for this year.$0.47$1.10$0.63$1.16$1.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.45$1.11$0.66$1.03$1.12$0.10
2020Summary only. Only limited summary data is available for this year.$0.27$0.83$0.57$1.05$1.19$0.14
2019Summary only. Only limited summary data is available for this year.$0.21$0.64$0.43$1.37$1.30$0.07
2018Summary only. Only limited summary data is available for this year.$0.13$0.63$0.50$1.14$1.27$0.13
2017Summary only. Only limited summary data is available for this year.$0.12$0.49$0.37$1.09$1.22$0.13
2016Summary only. Only limited summary data is available for this year.$0.13$0.37$0.24$0.76$0.97$0.21
2015Summary only. Only limited summary data is available for this year.$0.06$0.10$0.03$0.76$0.76$0.00
2014Summary only. Only limited summary data is available for this year.$0.10$0.14$0.03$0.59$0.63$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits