Civic Intelligence

Dr Lorna Breen Heroes' Foundation

EIN 85-1509081 • 501(c)3 • Charlottesville, VA

Profile

The foundation's mission is to reduce burnout of health care professionals and safeguard their well-being and job satisfaction. We envision a world where seeking mental health services is universally viewed as a sign of strength for health care professionsals.

1867 Winston RoadCharlottesville, VA 22903-1651

www.drlornabreen.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.15x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.15x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

45th percentile

2.2%

Higher net margin than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

94th percentile

$268,644

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

9.8%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$2,202,994

Down $67,147 (-3.0%) from 2024

Liabilities

Down

$331,374

Down $118,181 (-26%) from 2024

Net Assets

Up

$1,871,620

Up $51,034 (+2.8%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin45th percentile

Revenue

Up

$2,274,094

Up $203,772 (+9.8%) from 2024

Expenses

Up

$2,223,060

Up $822,392 (+59%) from 2024

Net Income

Down

$51,034

Down $618,620 (-92%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2021: $127,441Liabilities 2021: $79,000Net Assets 2021: $48,4412021Assets 2022: $367,983Liabilities 2022: $0Net Assets 2022: $367,9832022Assets 2023: $1,155,908Liabilities 2023: $4,976Net Assets 2023: $1,150,9322023Assets 2024: $2,270,141Liabilities 2024: $449,555Net Assets 2024: $1,820,5862024Assets 2025: $2,202,994Liabilities 2025: $331,374Net Assets 2025: $1,871,6202025

Highlighted filing

2025

Assets$2,202,994
Liabilities$331,374
Net Assets$1,871,620
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2021: $173,789Expenses 2021: $125,348Net Income 2021: $48,4412021Revenue 2022: $703,051Expenses 2022: $383,509Net Income 2022: $319,5422022Revenue 2023: $1,527,262Expenses 2023: $744,313Net Income 2023: $782,9492023Revenue 2024: $2,070,322Expenses 2024: $1,400,668Net Income 2024: $669,6542024Revenue 2025: $2,274,094Expenses 2025: $2,223,060Net Income 2025: $51,0342025

Highlighted filing

2025

Revenue$2,274,094
Expenses$2,223,060
Net Income$51,034
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,202,994
Liabilities
$331,374
Net assets
$1,871,620
Revenue
$2,274,094
Expenses
$2,223,060
Net income
$51,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.20$0.33$1.87$2.27$2.22$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.45$1.82$2.07$1.40$0.67
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.15$1.53$0.74$0.78
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.70$0.38$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.08$0.05$0.17$0.13$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$2,274,094
Mission and Program Overview

Mission

The foundation's mission is to reduce burnout of health care professionals and safeguard their well-being and job satisfaction. We envision a world where seeking mental health services is universally viewed as a sign of strength for health care professionsals.

The foundation's mission is to reduce burnout of health care professionals and safeguard their well-being and job satisfaction. We envision a world where seeking mental health services is universally viewed as a sign of strength for health care professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,820,586$1,871,620▲ $51,034
Investments Other Securities$521,159$1,365,207▲ $844,048
Cash and Non-Interest-Bearing Accounts$814,878$776,889▼ $37,989
Pledges and Grants Receivable$110,931$26,500▼ $84,431
Savings and Temporary Cash Investments$815,340$25,865▼ $789,475
Land, Buildings, and Equipment, Net$6,420$7,215▲ $795
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,270,141$2,202,994▼ $67,147
Other Assets Total$1,413$1,318▼ $95
Liabilities
Deferred Revenue$254,750$325,000▲ $70,250
Other Liabilities$185,500$0▼ $185,500
Accounts Payable and Accrued Expenses$9,305$6,374▼ $2,931
Total Liabilities$449,555$331,374▼ $118,181
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,820,586$1,871,620▲ $51,034
Total Liabilities and Net Assets / Fund Balance$2,270,141$2,202,994▼ $67,147

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,215$3,124$10,339
Other Securities$1,365,207--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stefanie SimmonsChief Medical OfficerFT$265,000$3,644$268,644
J Corey FeistChief Executive OfficerFT$250,000$3,469$253,469

Board Members and Trustees

NameTitle
Jennifer FeistChair & Treasurer
Deborah MarcusVice Chair
Jake GoodmanDirector
Jonathan RippDirector
Katie WrightDirector
Leigh CantrellDirector
Pamela CiprianoDirector
Timothy BrighamDirector
Nathalie DougeSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Cima ConsultingProfessional Funraising Services333 2ND ST SE SUITE 208, Charlottesville, VA 22902$182,750
Jones Public Affairs LLCConsulting Services1101 CONNECTICUT AVE STE 600, Washington, DC 20036$138,958
Revenue and Support

Revenue Composition

Contributions and Grants
$1,583,467
Program Service Revenue
$636,054
Investment Income
$54,573
Other Revenue
$0
All Other Contributions
$1,583,467
Change in Net Assets
$51,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,116,171
Other Expenses$718,389
Total Fundraising Expense$316,880
Professional Fundraising Fees$203,000
Grants and Similar Amounts Paid$185,500

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$432,357$54,045$54,045$540,447
Other Salaries and Wages$379,368$47,421$47,421$474,210
Advertising$257,705--$257,705
Fees for Services Professional Fundraising--$203,000$203,000
Grants to Domestic Orgs$185,500--$185,500
Travel$79,553--$79,553
Payroll Taxes$49,423$6,178$6,178$61,779
Information Technology$33,204--$33,204
Other Employee Benefits$25,282$3,158$3,158$31,598
Fees for Services Accounting-$27,055-$27,055
Fees for Services Lobbying$20,000--$20,000
Conferences and Meetings$11,711--$11,711
Pension Plan Contributions$6,511$813$813$8,137
Insurance-$6,863-$6,863
Office Expenses$3,309$3,309-$6,618
Other Expenses$38,650$4,868$2,265$4,868
Occupancy-$3,058-$3,058
Depreciation Depletion-$1,889-$1,889
Total Functional Expenses$1,743,993$162,187$316,880$2,223,060
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ghanaian-diaspora Nursing AllianceElkridge, MD501(c)(3)Grantmaking for Programs Aimed at Reducing Burnout and Improving the Mental Health of Healthcare Professionals$149,985
SEATTLE CHILDERN'S FOUNDATIONSeattle, WA501(c)(3)Grantmaking for Programs Aimed at Reducing Burnout and Improving the Mental Health of Healthcare Professionals$35,515
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$203,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Katie WrightBoard MemberProfessional Management ServicesNo$32,438
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“J. Corey feist and jennifer feist are spouses.”

Form 990, Part VI, Section A, Line 4

“During the year, the board approved amendments to the foundation's bylaws to update provisions regarding the term limits for board members and the frequency of board meetings.”

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 is provided to the board members for review and comment. All comments are addressed before the 990 is filed.”

Form 990, Part VI, Section C, Line 19

“All organizational and governing documents, policies and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
DR LORNA BREEN HEROES' FOUNDATION
EIN
85-1509081
Phone
4342494285
Address
1867 WINSTON ROAD, CHARLOTTESVILLE, VA 22903-1651

Signing Officer

Name
Jennifer Feist
Title
Treasurer
Phone
4342494285
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Feist
Formed
2020
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
9
Employees
8
Volunteers
436

Preparer

Firm
Hantzmon Wiebel Llp
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Edward J Schmitz
Phone
4342962156
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IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO REDUCE BURNOUT OF HEALTH CARE PROFESSIONALS AND SAFEGUARD THEIR WELL-BEING AND JOB SATISFACTION. WE ENVISION A WORLD WHERE SEEKING MENTAL HEALTH SERVICES IS UNIVERSALLY VIEWED AS A SIGN OF STRENGTH FOR HEALTH CARE PROFESSIONALS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ADVOCATING FOR HEALTH WORKERS: THE DR. LORNA BREEN HEROES' FOUNDATION BELIEVES EVERY HEALTH WORKER SHOULD HAVE ACCESS TO MENTAL HEALTH CARE AND PROFESSIONAL WELLBEING SUPPORT THAT THEY MAY NEED, AT EVERY MOMENT IN THEIR CAREER. IN THE WAKE OF DR. BREEN'S TRAGIC DEATH IN 2020, THE DR. LORNA BREEN HEROES' FOUNDATION WORKED WITH PARTNERS, ALLIES, AND CONGRESSIONAL CHAMPIONS TO DEVELOP THE BIPARTISAN DR. LORNA BREEN HEALTH CARE PROVIDER PROTECTION ACT, WHICH BECAME LAW IN 2022. THIS LANDMARK LAW AND ITS FUNDING HAVE ALREADY TRANSFORMED AND SAVED LIVES - IMPROVING THE SYSTEMS IN WHICH HEALTH WORKERS ARE EDUCATED, TRAINED, AND PRACTICE. FOR EXAMPLE, SOME GRANTEES LOWERED TURNOVER BY 35%, REDUCED BURNOUT BY 37%, AND DECREASED MENTAL HEALTH CONDITIONS, INCLUDING ANXIETY (53%) AND DEPRESSION (50%). NOW, WE ARE GALVANIZING OUR COMMUNITY TO GET THE LORNA BREEN ACT REAUTHORIZED AND FUNDED, SO WE CAN CONTINUE THE LIFE-SAVING, SYSTEMS-CHANGING WORK. ADDITIONALLY, WE WORK WITH STATE LEADERS TO ADVOCATE FOR POLICIES THAT PROTECT HEALTH WORKERS' ACCESS TO CONFIDENTIAL MENTAL HEALTH CARE AND IMPROVE WORKPLACE CONDITIONS THAT REDUCE BURNOUT (E.G., PRIOR AUTHORIZATION STANDARDIZATION, WORKPLACE VIOLENCE PREVENTION).
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IRS990/ProgSrvcAccomActy3Grp/Desc0ADVANCING COLLABORATION: THE DR. LORNA BREEN HEROES' FOUNDATION BRINGS INTERDISCIPLINARY, CROSS-SECTOR ORGANIZATIONS AND INDIVIDUALS TOGETHER TO HARNESS OUR COLLECTIVE STRENGTH AND MAKING A LASTING IMPACT FOR OUR HEALTHCARE WORKFORCE'S MENTAL HEALTH AND WELLBEING. THROUGH OUR AMBASSADOR PROGRAM WE ENGAGE 400+ HEALTH WORKERS, MEDICAL STUDENTS, EXPERTS, AND LEADERS TO IMPROVE UNDERSTANDING ON PROTECTING HEALTH WORKERS' WELLBEING AND ADVOCATING FOR CHANGE. ADDITIONALLY, THROUGH OUR ALL IN: WELLBEING FIRST FOR HEALTHCARE COALITION, WE LEAD 35+ NATIONAL ORGANIZATIONS TO ADVANCE PRACTICAL SOLUTIONS AND REMOVE BARRIERS TO MENTAL HEALTH CARE FOR THE HEALTHCARE WORKFORCE. TOGETHER, OUR ALL IN FOR MENTAL HEALTH INITIATIVE EQUIPS THE HEALTHCARE COMMUNITY TO CHANGE STIGMATIZING POLICIES AND PRACTICES THAT DISCOURAGE HEALTH WORKERS FROM SEEKING MENTAL HEALTH CARE. FOR EXAMPLE, THROUGH THE WELLBEING FIRST CHAMPION CHALLENGE PROGRAM, WE SUPPORT LICENSURE BOARDS, HEALTH SYSTEMS, HOSPITALS, MEDICAL GROUPS/CLINICS, AND HEALTH PLANS TO COMMIT TO EQUAL PRIVACY IN MENTAL HEALTH CARE FOR HEALTH WORKERS - ENSURING CONFIDENTIALITY OF DIAGNOSES AND TREATMENTS DURING LICENSURE AND CREDENTIALING PROCESSES. AS OF SEPTEMBER 2025, 60 LICENSURE BOARDS AND 1,850 HOSPITALS AND CARE FACILITIES HAVE CHANGED THEIR LICENSING AND CREDENTIALING APPLICATIONS - BENEFITING 1.85 MILLION LICENSED AND 357,000 CREDENTIALED HEALTH WORKERS.
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