Civic Intelligence

Warming Hearts Foundation Ltd.

990EZ • Fiscal year 2020 • EIN 84-3357411

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 18, 2023

Organization Profile
2345 Kettle Creek RoadLincolnton, NC 28092

(980) 253-4064

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE D20 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE D20 • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2020 filings • NTEE D20 • <$500k nonprofits • Source year 2020

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2020 filings • NTEE D20 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

39%

Faster asset growth than 66% of similar nonprofits.

2020 filings • NTEE D20 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • NTEE D20 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$487,537

Up $137,535 (+39%) from 2019

Net Assets

Up

$487,537

Up $137,535 (+39%) from 2019

Liabilities

Down

$0

Down $26 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Down

$153,603

Down $196,399 (-56%) from 2019

Expenses

Up

$17,068

Up $17,042 (+65546%) from 2019

Net Income

Down

$136,535

Down $213,441 (-61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$800K$600K$400K$200K$0Assets 2019: $350,002Liabilities 2019: $26Net Assets 2019: $350,0022019Assets 2020: $487,537Liabilities 2020: $0Net Assets 2020: $487,5372020Assets 2021: $626,192Liabilities 2021: $0Net Assets 2021: $626,1922021Assets 2022: $682,854Liabilities 2022: $0Net Assets 2022: $682,8542022

Highlighted filing

2020

Assets$487,537
Liabilities$0
Net Assets$487,537
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$300K$200K$100K$0Revenue 2019: $350,002Expenses 2019: $26Net Income 2019: $349,9762019Revenue 2020: $153,603Expenses 2020: $17,068Net Income 2020: $136,5352020Revenue 2021: $150,081Expenses 2021: $11,426Net Income 2021: $138,6552021Revenue 2022: $75,000Expenses 2022: $18,338Net Income 2022: $56,6622022

Highlighted filing

2020

Revenue$153,603
Expenses$17,068
Net Income$136,535
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 18, 2023
Return Version
2020v4.0
Gross Receipts
$153,603
Mission and Program Overview

Mission

To provide homes for abandoned pets.

Program Services

DescriptionGrantsExpenses
Due to COVID and Hurricane Ian, Warming Hearts was not able to implement its planned objectives.$0$0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher WishamPresidentPT$0--
Joan WishamVPPT$0--
Filing and Contact Details

Filer

Filer Name
Warming Hearts Foundation Ltd
EIN
84-3357411
Phone
9802534064
Address
2345 Kettle Creek Road, Lincolnton, NC 28092

Signing Officer

Name
Alan W Elam
Title
Treasurer
Phone
7047169463
Signed
2023-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Nts
Address
1323 Queens Road Suite 205, Charlotte, NC 28207
Preparer
Alan Elam
Phone
7047169463
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Interest on Bank Account: $103.00”

Form 990-EZ, Part I, Line 16

“Board Meeting Costs: $89.00 IT Services: $1586 Auto Allowance: $393 Tax Services $15,000”

Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Christopher Wisham
IRS990EZ/BooksInCareOfDetail/PhoneNum09802534064
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02345 Kettle Creek Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lincolnton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0351002
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0487537
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0153500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0136535
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0351002
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0487537
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0153603
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0351002
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0487537
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0351002
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0487537
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christopher Wisham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joan Wisham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017068
IRS990EZ/OtherRevenueTotalAmt0103
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide homes for abandoned pets.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Due to COVID and Hurricane Ian, Warming Hearts was not able to implement its planned objectives.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017068
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0153603
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0153500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153500
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0153500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0153500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0153500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0153500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0153500
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/ExplanationTxt0Interest on Bank Account: $103.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Meeting Costs: $89.00 IT Services: $1586 Auto Allowance: $393 Tax Services $15,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Due to Hurricane Ian, filing date has been moved.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Alan W Elam
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07047169463
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARMING HEARTS FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0WARM
ReturnHeader/Filer/EIN0843357411
ReturnHeader/Filer/PhoneNum09802534064
ReturnHeader/Filer/USAddress/AddressLine1Txt02345 Kettle Creek Road
ReturnHeader/Filer/USAddress/CityNm0Lincolnton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028092
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0392062815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01323 Queens Road Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028207
ReturnHeader/PreparerPersonGrp/PhoneNum07047169463
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan Elam
ReturnHeader/ReturnTs02023-01-20T09:25:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$487,537
Liabilities
$0
Net assets
$487,537
Revenue
$153,603
Expenses
$17,068
Net income
$136,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.75$0.18$0.57
2021Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$1.50$0.11$1.39
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$1.54$0.17$1.37
2019Summary only. Only limited summary data is available for this year.$3.50$0.00$3.50$3.50$0.00$3.50