Civic Intelligence

Wholehearted Foundation

990EZ • Fiscal year 2017 • EIN 47-5490420

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

1918 Belleville Drive NELeesburg, VA 20176

(703) 517-4244

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.4%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$134,884

Up $54,882 (+69%) from 2016

Net Assets

Up

$132,631

Up $54,029 (+69%) from 2016

Liabilities

Up

$2,253

Up $853 (+61%) from 2016

Revenue

Up

$96,185

Up $8,247 (+9.4%) from 2016

Expenses

Up

$42,156

Up $30,320 (+256%) from 2016

Net Income

Down

$54,029

Down $22,073 (-29%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $80,002Liabilities 2016: $1,400Net Assets 2016: $78,6022016Assets 2017: $134,884Liabilities 2017: $2,253Net Assets 2017: $132,6312017Assets 2018: $120,387Liabilities 2018: $1,3492018Assets 2020: $121,394Net Assets 2020: $121,3942020Assets 2021: $96,053Liabilities 2021: $4,001Net Assets 2021: $92,0522021Assets 2022: $114,818Liabilities 2022: $2,760Net Assets 2022: $112,0582022Assets 2023: $112,945Liabilities 2023: $1,766Net Assets 2023: $111,1792023Assets 2024: $135,661Liabilities 2024: $0Net Assets 2024: $135,6612024

Highlighted filing

2017

Assets$134,884
Liabilities$2,253
Net Assets$132,631

Operations Trend

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

$200K$100K$0-$100KRevenue 2016: $87,938Expenses 2016: $11,836Net Income 2016: $76,1022016Revenue 2017: $96,185Expenses 2017: $42,156Net Income 2017: $54,0292017Revenue 2018: $75,636Expenses 2018: $89,229Net Income 2018: -$13,5932018Revenue 2020: $133,144Expenses 2020: $118,444Net Income 2020: $14,7002020Revenue 2021: $50,481Expenses 2021: $79,823Net Income 2021: -$29,3422021Revenue 2022: $92,538Expenses 2022: $72,532Net Income 2022: $20,0062022Revenue 2023: $112,414Expenses 2023: $113,293Net Income 2023: -$8792023Revenue 2024: $172,526Expenses 2024: $148,044Net Income 2024: $24,4822024

Highlighted filing

2017

Revenue$96,185
Expenses$42,156
Net Income$54,029
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$114,725
Mission and Program Overview

Mission

To be an extension of god's wholehearted and unfailing love to families of children in cardiac crisis. We provide short-term assistance that makes a long-term impact for heart families whose child/children receive cardiac care at children's national in washington, dc.

Program Services

DescriptionGrantsExpenses
IN THE YEAR 2017, WHOLEHEARTED FOUNDATION WAS ABLE TO START IMPLEMENTING THE FAMILY ASSISTANCE PROGRAMS AND HAD OVER TWENTY SIX FAMILIES APPLY THROUGH THEIR SOCIAL WORKER AT CHILDREN'S NATIONAL MEDICAL CENTER IN WASHINGTON, DC. WHOLEHEARTED FOUNDATION WAS ALSO ABLE TO PROVIDE REGULAR LUNCHES IN THE CARDIAC ICU AND HELPED OVER ONE HUNDRED FAMILIES WITH MEAL VOUCHERS AND PARKING PASSES WITHIN THE HOSPITAL. WE ALSO ORGANIZED OUR SECOND ANNUAL WHOLEHEARTED FOUNDATION LUNCHEON, A VERY SUCCESSFUL FUNDRAISING EVENT WHICH PROVIDED A SUBSTANTIAL AMOUNT OF FINANCIAL RESOURCES FOR FAMILIES IN CRISIS. THE LUNCHEON ALSO CONTINUED TO BUILD CONGENITAL HEART DISEASE AWARENESS WITHIN THE WASHINGTON, DC METRO BUSINESS COMMUNITY AND HELPED CONNECT "HEART FAMILIES" WITH OTHER "HEART FAMILIES" PROVIDING EDUCATION ON VARIOUS CARDIAC CONDITIONS. WE WERE ALSO ABLE TO ASSIST FAMILIES WITH UNDERSTANDING WHAT PROGRAMS THEIR CHILD MAY BE ELIGIBLE FOR WITHIN THEIR COMMUNITY.-$35,862
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN KOPPELPresidentPT$0--
JACQUES RANCOURTVice Preside-$0--
JOSHUA JABLONSKIBoard Member-$0--
NATHAN MYERSTreasurer-$0--
WILLIAM GAINESBoard Member-$0--
BEHZAD FATHIBoard Member-$0--
KRISTEN KOPPELSecretaryPT$0--
EMILY RANCOURTBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mt. Rainier Cli$32,595-$1,172-
Luncheon$59,507$18,951$17,368$1,583
Total Events$92,102$18,951$18,540$411
Filing and Contact Details

Filer

Filer Name
Wholehearted Foundation
EIN
47-5490420
Phone
7035174244
Address
1918 BELLEVILLE DRIVE NE, LEESBURG, VA 20176

Signing Officer

Name
Ryan Koppel
Title
President
Phone
7038620751
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Huey and Associates Pc
Address
7101 WISCONSIN AVE STE 1010, BETHESDA, MD 20814
Preparer
Jonathan L Nichols CPA
Phone
3019513744
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 735 office 876 information technology 1,234 travel 307 conferences/meetings 115 insurance 934 licenses 25 supplies 558 administrative 598 board event 500 carebags 992 cicu visits 755 family assistance 24,408 parking passes and meals 6,000 program costs 3,707 bank charges 71 fundraising 24 non-investment depreciation 317 total 42,156

Form 990-ez, Part II, Line 24

Pledges receivable 4,280 5,721 1,590 1,590 less accumulated depreciation 133 450 total 5,737 6,861

Form 990-ez, Part II, Line 26

Due to affilated organization 1,400 0 credit card payable 0 2,253

Form 990-ez, Part III

To be an extension of god's wholehearted and unfailing love to families of children in cardiac crisis. We provide short-term assistance that makes a long-term impact for heart families whose child/children receive cardiac care at children's national in washington, dc.

Form 990-ez, Part III, Line 28

In the year 2017, wholehearted foundation was able to start implementing the family assistance programs and had over twenty six families apply through their social worker at children's national medical center in washington, dc. Wholehearted foundation was also able to provide regular lunches in the cardiac icu and helped over one hundred families with meal vouchers and parking passes within the hospital. We also organized our second annual wholehearted foundation luncheon, a very successful fundraising event which provided a substantial amount of financial resources for families in crisis. The luncheon also continued to build congenital heart disease awareness within the washington, dc metro business community and helped connect "heart families" with other "heart families" providing education on various cardiac conditions. We were also able to assist families with understanding what programs their child may be eligible for within their community.

Raw XML Appendix174 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 735 OFFICE 876 INFORMATION TECHNOLOGY 1,234 TRAVEL 307 CONFERENCES/MEETINGS 115 INSURANCE 934 LICENSES 25 SUPPLIES 558 ADMINISTRATIVE 598 BOARD EVENT 500 CAREBAGS 992 CICU VISITS 755 FAMILY ASSISTANCE 24,408 PARKING PASSES AND MEALS 6,000 PROGRAM COSTS 3,707 BANK CHARGES 71 FUNDRAISING 24 NON-INVESTMENT DEPRECIATION 317 TOTAL 42,156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 4,280 5,721 1,590 1,590 LESS ACCUMULATED DEPRECIATION 133 450 TOTAL 5,737 6,861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO AFFILATED ORGANIZATION 1,400 0 CREDIT CARD PAYABLE 0 2,253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO BE AN EXTENSION OF GOD'S WHOLEHEARTED AND UNFAILING LOVE TO FAMILIES OF CHILDREN IN CARDIAC CRISIS. WE PROVIDE SHORT-TERM ASSISTANCE THAT MAKES A LONG-TERM IMPACT FOR HEART FAMILIES WHOSE CHILD/CHILDREN RECEIVE CARDIAC CARE AT CHILDREN'S NATIONAL IN WASHINGTON, DC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN THE YEAR 2017, WHOLEHEARTED FOUNDATION WAS ABLE TO START IMPLEMENTING THE FAMILY ASSISTANCE PROGRAMS AND HAD OVER TWENTY SIX FAMILIES APPLY THROUGH THEIR SOCIAL WORKER AT CHILDREN'S NATIONAL MEDICAL CENTER IN WASHINGTON, DC. WHOLEHEARTED FOUNDATION WAS ALSO ABLE TO PROVIDE REGULAR LUNCHES IN THE CARDIAC ICU AND HELPED OVER ONE HUNDRED FAMILIES WITH MEAL VOUCHERS AND PARKING PASSES WITHIN THE HOSPITAL. WE ALSO ORGANIZED OUR SECOND ANNUAL WHOLEHEARTED FOUNDATION LUNCHEON, A VERY SUCCESSFUL FUNDRAISING EVENT WHICH PROVIDED A SUBSTANTIAL AMOUNT OF FINANCIAL RESOURCES FOR FAMILIES IN CRISIS. THE LUNCHEON ALSO CONTINUED TO BUILD CONGENITAL HEART DISEASE AWARENESS WITHIN THE WASHINGTON, DC METRO BUSINESS COMMUNITY AND HELPED CONNECT "HEART FAMILIES" WITH OTHER "HEART FAMILIES" PROVIDING EDUCATION ON VARIOUS CARDIAC CONDITIONS. WE WERE ALSO ABLE TO ASSIST FAMILIES WITH UNDERSTANDING WHAT PROGRAMS THEIR CHILD MAY BE ELIGIBLE FOR WITHIN THEIR COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
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