Civic Intelligence

Wholehearted Foundation

990EZ • Fiscal year 2022 • EIN 47-5490420

Jan 01, 2022 to Dec 31, 2022 • Filed on May 03, 2023

Organization ProfileN/A
38184 Valley Ridge PlaceHamilton, VA 20158

(703) 517-4244

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

83%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$114,818

Up $18,765 (+20%) from 2021

Net Assets

Up

$112,058

Up $20,006 (+22%) from 2021

Liabilities

Down

$2,760

Down $1,241 (-31%) from 2021

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin72nd percentile

Revenue

Up

$92,538

Up $42,057 (+83%) from 2021

Expenses

Down

$72,532

Down $7,291 (-9.1%) from 2021

Net Income

Up

$20,006

Up $49,348 (+168%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2022

Assets$114,818
Liabilities$2,760
Net Assets$112,058
Open 2022 Filing

Operations Trend

Revenue Growth81st 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

2022

Revenue$92,538
Expenses$72,532
Net Income$20,006
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Gross Receipts
$92,538
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$42,835
to provide meals aling with gas and food gift cards$0$12,810
to proivde care bags for families while at hospital$0$3,365
Compensation and Service Providers
Top Officer Pay78th 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
38184 Valley Ridge Place, Hamilton, VA 20158

Signing Officer

Name
Ryan Koppel
Title
President
Phone
7035174244
Signed
2023-05-03

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 540.”

Form 990EZ, Part I, Line 16

“Payroll Taxes 918.”

Form 990EZ, Part I, Line 16

“Bank Fees 90.”

Form 990EZ, Part I, Line 16

“Insurance 698.”

Form 990EZ, Part I, Line 16

“Software 3917.”

Form 990EZ, Part I, Line 16

“License 225.”

Form 990EZ, Part I, Line 16

“Program Expenses 59009.”

Form 990EZ, Part I, Line 16

“Office Supplies 312.”

Raw XML Appendix184 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ryan Koppel
IRS990EZ/BooksInCareOfDetail/PhoneNum07035174244
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01918 Belleville Dr NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Leesburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096053
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0114818
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034221
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020006
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096053
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0114818
IRS990EZ/FundraisingGrossIncomeAmt058317
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt092538
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092052
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112058
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092052
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112058
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/OtherExpensesTotalAmt065709
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/PrintingPublicationsPostageAmt01282
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/ProgramServiceExpensesAmt042835
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112810
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23365
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05541
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt058317
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04001
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02760
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072532
IRS990EZ/TotalProgramServiceExpensesAmt059010
IRS990EZ/TotalRevenueAmt092538
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt092538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0143019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0143019
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050481
IRS990ScheduleA/Total509Grp/TotalAmt0143019
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143019
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 540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Payroll Taxes 918.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees 90.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 698.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Software 3917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5License 225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Expenses 59009.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office Supplies 312.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Koppel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07035174244
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wholehearted Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0475490420
ReturnHeader/Filer/PhoneNum07035174244
ReturnHeader/Filer/USAddress/AddressLine1Txt038184 Valley Ridge Place
ReturnHeader/Filer/USAddress/CityNm0Hamilton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020158
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-05-05T11:10:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ryan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Koppel
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,818
Liabilities
$2,760
Net assets
$112,058
Revenue
$92,538
Expenses
$72,532
Net income
$20,006
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