Civic Intelligence

Wholehearted Foundation

990EZ • Fiscal year 2021 • EIN 47-5490420

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

Organization ProfileN/A
P O Box 429Hamilton, VA 20159

(703) 517-4244

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.08x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-58%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-62%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$96,053

Down $25,341 (-21%) from 2020

Net Assets

Down

$92,052

Down $29,342 (-24%) from 2020

Liabilities

$4,001

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin10th percentile

Revenue

Down

$50,481

Down $82,663 (-62%) from 2020

Expenses

Down

$79,823

Down $38,621 (-33%) from 2020

Net Income

Down

-$29,342

Down $44,042 (-300%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2021

Assets$96,053
Liabilities$4,001
Net Assets$92,052
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

2021

Revenue$50,481
Expenses$79,823
Net Income-$29,342
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.1
Gross Receipts
$50,481
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.

To provide short term assistance that make a long term impact for "Heart Families" whose child received cardiac care at Childrens Hospital Center in DC

Program Services

DescriptionGrantsExpenses
to provide bill pay assistance to those families in need$0$34,943
to provide meals aling with gas and food gift cards$0$23,979
to proivde care bags for families while at hospital$0$2,870
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan KoppelPresidentPT$0--
Jacques RancourtVice President-$0--
Joshua JablonskiBoard Member-$0--
Nathan MyersTreasurer-$0--
William GainesBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Wholehearted Foundation
EIN
47-5490420
Phone
7035174244
Address
P O Box 429, Hamilton, VA 20159

Signing Officer

Name
Ryan Koppel
Title
President
Phone
7035174244
Signed
2022-05-06

Preparer

Firm
Boyd D'Andrea Group LLC
Address
9110 Railroad Dr Ste 220, Manassas Park, VA 20111
Preparer
Bryan Boyd EA
Phone
7035744575
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Payroll Fees 495.”

Form 990EZ, Part I, Line 16

“Payroll Taxes 404.”

Form 990EZ, Part I, Line 16

“Bank Fees 59.”

Form 990EZ, Part I, Line 16

“Insurance 698.”

Form 990EZ, Part I, Line 16

“Software 3771.”

Form 990EZ, Part I, Line 16

“License 495.”

Form 990EZ, Part I, Line 16

“Program Expenses 61793.”

Raw XML Appendix177 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Leesburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121394
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IRS990EZ/ExcessOrDeficitForYearAmt0-29342
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01573
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ryan Koppel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jacques Rancourt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joshua Jablonski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nathan Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William Gaines
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067715
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide short term assistance that make a long term impact for "Heart Families" whose child received cardiac care at Childrens Hospital Center in DC
IRS990EZ/PrintingPublicationsPostageAmt04535
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0to provide bill pay assistance to those families in need
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1to provide meals aling with gas and food gift cards
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2to proivde care bags for families while at hospital
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034943
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123979
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22870
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04001
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079823
IRS990EZ/TotalProgramServiceExpensesAmt061792
IRS990EZ/TotalRevenueAmt050481
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050481
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt050481
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Payroll Fees 495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Payroll Taxes 404.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees 59.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 698.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Software 3771.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5License 495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Expenses 61793.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Koppel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07035174244
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wholehearted Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0475490420
ReturnHeader/Filer/PhoneNum07035174244
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 429
ReturnHeader/Filer/USAddress/CityNm0Hamilton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020159
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472263438
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boyd D'Andrea Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09110 Railroad Dr Ste 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manassas Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020111
ReturnHeader/PreparerPersonGrp/PhoneNum07035744575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bryan Boyd EA
ReturnHeader/ReturnTs02022-05-06T14:05:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ryan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Koppel
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$96,053
Liabilities
$4,001
Net assets
$92,052
Revenue
$50,481
Expenses
$79,823
Net income
-$29,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.73$1.48$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.11$1.12$1.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.12$0.93$0.73$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.92$0.50$0.80$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.21$1.21$1.33$1.18$0.15
2018Summary only. Only limited summary data is available for this year.$1.20$0.01$0.76$0.89$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$0.96$0.42$0.54
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.88$0.12$0.76
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits