HEART OF AMERICA FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF AMERICA FOUNDATION (EIN 52-2034127)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202343129349304984
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T20:40:22-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522034127 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEART OF AMERICA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 2023476278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RHODE ISLAND AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL HEATH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023476278 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JILL | PersonFirstNm |
| Person Last | HEATH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JILL HEATH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RHODE ISLAND AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,482,217 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEARTOFAMERICA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 70 | TotalEmployeeCnt |
| Total Volunteers | 1993 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,219,303 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,368,051 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $882,402 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,625 | PYInvestmentIncomeAmt |
| CY Investment Income | $199,431 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,511 | PYOtherRevenueAmt |
| CY Other Revenue | -$100,023 | CYOtherRevenueAmt |
| PY Total Revenue | $13,311,439 | PYTotalRevenueAmt |
| CY Total Revenue | $15,349,861 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $426,328 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $411,324 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,974,844 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,657,686 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $673,230 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,370,268 | PYOtherExpensesAmt |
| CY Other Expenses | $10,433,669 | CYOtherExpensesAmt |
| PY Total Expenses | $11,771,440 | PYTotalExpensesAmt |
| CY Total Expenses | $14,502,679 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,539,999 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $847,182 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,952,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,101,550 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,361,073 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,702,113 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,591,641 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,399,437 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HEART OF AMERICA FOUNDATION CREATES VIBRANT LEARNING ENVIRONMENTS FOR CHILDREN, ENGAGING VOLUNTEERS IN ACTS OF SERVICE AND ENCOURAGING THE PURSUIT OF EDUCATION BY PROVIDING CHILDREN IN NEED WITH THE TOOLS TO READ, SUCCEED AND MAKE A DIFFERENCE. SINCE 1997, THE ORGANIZATION HAS PROVIDED CHILDREN LIVING IN UNDERSERVED COMMUNITIES WITH OVER $4.2 MILLION LIBRARY AND TAKE-HOME BOOKS AND ENGAGED VOLUNTEERS IN MORE THAN 1.2 MILLION HOURS OF SERVICE TO THESE COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,083,884 | ExpenseAmt |
| Grant | $198,776 | GrantAmt |
| Revenue | $882,402 | RevenueAmt |
| Desc | THE TRANSFORMATION PROGRAM RENEWS COMMUNITY SUPPORT IN ENRICHING STUDENT LIVES, HELPING THEM REGAIN LOST OPPORTUNITIES FOR LEARNING BECAUSE OF DILAPIDATED AND OUTDATED FACILITIES. THE TRANSFORMATION PROGRAM TRANSFORMS SCHOOL LIBRARIES AND OTHER EDUCATIONAL COMMUNITY SPACES INTO ENGAGING LEARNING SPACES, SATURATING SCHOOL ENVIRONMENTS WITH NEW BOOKS. REMODELED SPACES ARE REVITALIZED WITH IMPROVED TECHNOLOGY, HIGH-QUALITY BOOKS, EDUCATION MATERIALS AND MODERN FURNITURE TO BECOME A VIBRANT LEARNING CENTER - THE NEW HEART OF A COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $817,820 | ExpenseAmt |
| Grant | $212,548 | GrantAmt |
| Desc | RESOURCE DISTRIBUTION PROGRAM PUTS BOOKS, SCHOOL SUPPLIES AND VITAL TECHNOLOGY INTO THE HANDS OF CHILDREN WHO NEED THEM THE MOST. ELEMENTARY, MIDDLE AND HIGH SCHOOLS AND STUDENTS RECEIVE NEW, AGE-APPROPRIATE BOOKS TO REPLENISH SCHOOL, CLASSROOM AND HOME LIBRARIES. AT BOOK GIVEAWAY EVENTS, STAFF AND VOLUNTEERS READ TO CHILDREN AND ENGAGE IN INTER-GENERATIONAL ENRICHMENT AND EDUCATIONAL ACTIVITIES. THIS PROGRAM INTRODUCES YOUNG PEOPLE TO COMMUNITY SERVICE AND PROVIDES MEANINGFUL HANDS-ON EXPERIENCES. IN TIMES OF DISASTER AND PANDEMICS, THE PROGRAM WORKS DIRECTLY WITH IMPACTED SCHOOL DISTRICTS AND SCHOOLS TO GET GREATLY-NEEDED SUPPLIES AND BOOKS INTO THE HANDS AND HOMES OF FAMILIES/CHILDREN AS QUICKLY AS POSSIBLE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,901,704 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 70 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL HEATH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023476278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RHODE ISLAND AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JILL HEATH | |||||||
| PRESIDENT | 60.00 | Yes (X) | Yes (X) | $220,500 | $0 | $7,569 | |
| MARCIA BULLARD | |||||||
| CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIC SCHWEIKERT | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELLY BOZARTH | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD BYCK | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY CHRIST-ERWIN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KAREN DUNCAN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVE KAUFMAN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TERRY MCDONOUGH | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT NELSON | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN SORESTAD | |||||||
| VICE PRESIDENT, OPERATIONS | 50.00 | $150,500 | $0 | $12,669 | Yes (X) | ||
| PAM BRYDEN | |||||||
| VICE PRESIDENT, HR AND ADM | 50.00 | $150,500 | $0 | $4,662 | Yes (X) | ||
| HETAL PATEL | |||||||
| VICE PRESIDENT, FINANCE | 50.00 | $150,500 | $0 | $4,892 | Yes (X) | ||
| SHELLY LUCAS | |||||||
| VICE PRESIDENT, PROGRAM DELIVERY | 50.00 | $152,500 | $0 | $20,334 | Yes (X) | ||
| MARY VAN MINDE | |||||||
| INTERIM VP OF EXTERNAL AFFAIRS/SPORTS | 50.00 | $127,346 | $0 | $18,865 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $951,846 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,991 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLOBAL EQUIPMENT | |||||
| 29833 NETWORK PLACE | CHICAGO | IL | 60673 | SUPPLIER SERVICES | $697,212 |
| DYNAMISM | |||||
| 207 EAST OHIO STREET SUITE 200 | CHICAGO | IL | 60611 | SUPPLIER SERVICES | $664,972 |
| WHITING TURNER CONTRACTING | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | GENERAL CONTRACTOR | $653,173 |
| ISPACE | |||||
| 3701 WAYZATA BLVD SUITE 425 | MINNEAPOLIS | MN | 55416 | SUPPLIER SERVICES | $597,953 |
| ATMOSPHERE COMMERCIAL INTERIORS | |||||
| SDS 12-1696 PO BOX 86 | MINNEAPOLIS | MN | 55416 | SUPPLIER SERVICES | $526,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $181,075 | FundraisingAmt |
| Government Grants | $13,182 | GovernmentGrantsAmt |
| All Other Contributions | $14,173,794 | AllOtherContributionsAmt |
| Noncash Contributions | $309,372 | NoncashContributionsAmt |
| Total Contributions | $14,368,051 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFORMATION PROGRAM | Desc |
| Business | 230000 | BusinessCd |
| Total Revenue Column | $882,402 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $882,402 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $882,402 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,431 | TotalRevenueColumnAmt |
| Exclusion | $199,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,725 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $181,075 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $132,356 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$122,631 | TotalRevenueColumnAmt |
| Exclusion | -$122,631 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REWARDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,608 | TotalRevenueColumnAmt |
| Exclusion | $22,608 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,608 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,349,861 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $882,402 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $99,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,324 | TotalAmt |
| Program Services | $411,324 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,069 | TotalAmt |
| Program Services | $141,403 | ProgramServicesAmt |
| Management And General | $79,824 | ManagementAndGeneralAmt |
| Fundraising | $6,842 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,942,029 | TotalAmt |
| Program Services | $2,023,145 | ProgramServicesAmt |
| Management And General | $479,585 | ManagementAndGeneralAmt |
| Fundraising | $439,299 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,200 | TotalAmt |
| Program Services | $43,307 | ProgramServicesAmt |
| Management And General | $24,453 | ManagementAndGeneralAmt |
| Fundraising | $2,440 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,499 | TotalAmt |
| Program Services | $104,617 | ProgramServicesAmt |
| Management And General | $59,070 | ManagementAndGeneralAmt |
| Fundraising | $5,812 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,889 | TotalAmt |
| Program Services | $163,916 | ProgramServicesAmt |
| Management And General | $52,314 | ManagementAndGeneralAmt |
| Fundraising | $31,659 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,644 | TotalAmt |
| Management And General | $27,644 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,146,723 | TotalAmt |
| Program Services | $2,918,991 | ProgramServicesAmt |
| Management And General | $75,791 | ManagementAndGeneralAmt |
| Fundraising | $151,941 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,721 | TotalAmt |
| Program Services | $331,177 | ProgramServicesAmt |
| Management And General | $31,228 | ManagementAndGeneralAmt |
| Fundraising | $2,316 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,829 | TotalAmt |
| Program Services | $161,932 | ProgramServicesAmt |
| Management And General | $6,609 | ManagementAndGeneralAmt |
| Fundraising | $5,288 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,945 | TotalAmt |
| Program Services | $285,229 | ProgramServicesAmt |
| Management And General | $65,164 | ManagementAndGeneralAmt |
| Fundraising | $7,552 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330 | TotalAmt |
| Management And General | $330 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,802 | TotalAmt |
| Program Services | $5,222 | ProgramServicesAmt |
| Management And General | $290 | ManagementAndGeneralAmt |
| Fundraising | $290 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,543 | TotalAmt |
| Program Services | $7,568 | ProgramServicesAmt |
| Management And General | $1,554 | ManagementAndGeneralAmt |
| Fundraising | $421 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM MATERIALS | $6,261,756 | $6,259,059 | $2,697 | |
| LITERACY CELEBRATION | $44,814 | $44,814 | ||
| DUES AND SUBSCRIPTIONS | $29,010 | $13,215 | $15,795 | |
| EQUIP. RENTAL & UTIL. | $6,474 | $6,474 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,078 | TotalAmt |
| Management And General | $1,620 | ManagementAndGeneralAmt |
| Fundraising | $3,458 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,502,679 | TotalAmt |
| Program Services | $12,901,704 | ProgramServicesAmt |
| Management And General | $927,745 | ManagementAndGeneralAmt |
| Fundraising | $673,230 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,552 | BOYAmt |
| EOY | $649,350 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,527,255 | BOYAmt |
| EOY | $16,517,686 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,480 | BOYAmt |
| EOY | $193,142 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,551 | BOYAmt |
| EOY | $5,535 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233,330 | BOYAmt |
| EOY | $1,208,118 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,250 | BOYAmt |
| EOY | $302,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,089 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,041 | BOYAmt |
| EOY | $6,240 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,255 | BOYAmt |
| EOY | $218,512 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,952,714 | BOYAmt |
| EOY | $19,101,550 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,117 | BOYAmt |
| EOY | $701,369 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,939,956 | BOYAmt |
| EOY | $14,000,744 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,361,073 | BOYAmt |
| EOY | $14,702,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,196,063 | BOYAmt |
| EOY | $4,310,877 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,395,578 | BOYAmt |
| EOY | $88,560 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,591,641 | BOYAmt |
| EOY | $4,399,437 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,952,714 | BOYAmt |
| EOY | $19,101,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $847,182 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$39,386 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,302,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,655,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,888,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,770,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,368,051 | CurrentTaxYearAmt |
| Total | $44,986,300 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,302,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,655,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,888,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,770,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,368,051 | CurrentTaxYearAmt |
| Total | $44,986,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,561,838 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,424,462 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,431 | CurrentTaxYearAmt |
| Total | $641,881 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,608 | CurrentTaxYearAmt |
| Total | $119,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,747,723 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,292,505 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.29340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.31530 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | HEART OF AMERICA FOUNDATION QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(E)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING: 1. ITS SUPPORT, AS REPORTED FOR 2022, IS 29.34%, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(I). 2. IT IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(II). EXAMPLES OF RECENT EFFORTS BY THE ORGANIZATION INCLUDE: DURING 2022, THE HEART OF AMERICA RECEIVED FUNDING FROM NUMEROUS INDIVIDUALS, FOUNDATIONS, AND CORPORATIONS THROUGH GENERAL DONATIONS, SPECIFIC PROJECT SUPPORT, BOOK DRIVES AND BOOK DONATIONS. THE ORGANIZATION HAS BEEN FORTUNATE TO SERVE INDIVIDUALS THROUGHOUT THE COUNTRY DUE TO THE SPECIFIC SUPPORT OF SOME MAJOR CORPORATE CONTRIBUTORS AND BOOK PUBLISHERS. HEART OF AMERICA ALSO UTILIZES SOCIAL MEDIA SUCH AS FACEBOOK AND TWITTER AND ITS WEBSITE TO SHARE INFORMATION ABOUT ITS PROGRAMS AND ACTIVITIES. 3. HEART OF AMERICA'S PUBLIC SUPPORT, AT 29.34%, IS ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(II). 4. IN MEETING THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(I), HEART OF AMERICA HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. IN THIS RESPECT, HEART OF AMERICA MEETS THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(IV). 5. HEART OF AMERICA THROUGH ITS PROGRAMS, INSPIRES ACTS OF SERVICE AND A LOVE OF READING BY BUILDING COMMUNITY AND PROVIDING CHILDREN IN NEED WITH THE TOOLS TO READ, SUCCEED AND MAKE A DIFFERENCE. ITS PROGRAMS UNIQUELY COMBINE VOLUNTEERISIM AND LITERARY. IN THIS MANNER, HEART OF AMERICA MEETS THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(VI). | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $15,000 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | PROGRAMATIC ACTIVITIES | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,018 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,778 | DepreciationAmt |
| Book Value | $6,240 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,071 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,240 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $13,822,911 |
| OPERATING LEASE LIABILITY | $177,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,000,744 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,897,132 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $414,915 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $132,356 | OtherRevenueAmt |
| Revenue Not Reported | $547,271 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,349,861 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,349,861 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,049,950 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $414,915 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $132,356 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $547,271 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,502,679 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,502,679 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ARTWORK IS THE VALUE OF THE MOLDS AND THE RIGHTS TO THE MOLD FOR THE HERO OF THE HEART AND HALAMANDARIS AWARDS DESIGNED BY FAMED SCULPTOR FRANK ELISCU. |
| PART X, LINE 2: | FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, HOA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED AS EXPENSE ON THE AUDITED FINANCIAL 132,356. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED AS EXPENSE ON THE AUDITED FINANCIAL 132,356. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 25TH ANNIVERSARY | Event1Nm |
| Gross Receipts Event1 | $190,800 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $181,075 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,725 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $54,982 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $42,995 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $34,379 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $190,800 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $181,075 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,725 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $54,982 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $42,995 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $34,379 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $132,356 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$122,631 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| GANADO UNIFIED SCHOOL DISTRICT | ||||||||||
| NORTHEASY OF JUNCTION HWY 264/191 | GANADO | AZ | 86505 | 742607521 | GOV'T | $0 | $17,775 | FMV | BOOKS, SUPPLIES, PROGRAM MATERIALS | TO HELP THOSE IN NEED |
| APPLE GROVE | ||||||||||
| 7400 BELLEFIELD AVENUE | FORT WASHINGTON | MD | 20744 | 526000992 | GOV'T | $0 | $5,377 | FMV | FURNITURE | TO HELP THOSE IN NEED |
| RED MESA UNIFIED SCHOOL DISTRICT | ||||||||||
| HC 61 BOX 40 / HWY 160 MP 448 | TEEC NOS POS | AZ | 86514 | 860460266 | GOV'T | $0 | $65,341 | FMV | BOOKS, SUPPLIES, PROGRAM MATERIALS | TO HELP THOSE IN NEED |
| ST PAUL PUBLIC LIBRARY | ||||||||||
| 461 N DALE STREET | SAINT PAUL | MN | 55103 | 416029683 | GOV'T | $0 | $6,871 | FMV | BOOKS, SUPPLIES, PROGRAM MATERIALS | TO HELP THOSE IN NEED |
| ROBERTO CLEMENTE COMMUNITY ACADEMY | ||||||||||
| 1147 N WESTERN AVENUE | CHICAGO | IL | 60622 | 371382571 | GOV'T | $0 | $16,167 | FMV | FURNITURE | FURNITURE |
| WASHINGTON COMMANDERS | ||||||||||
| 21300 COACH GIBBS DRIVE | ASHBURN | VA | 20147 | 541982366 | OTHER | $0 | $7,000 | FMV | BOOKS | BOOKS |
| SAN JUAN UNIFIED SCHOOL DISTRICT | ||||||||||
| 200 N MAIN ST | BLANDING | UT | 84511 | 742438495 | GOV'T | $0 | $17,775 | FMV | SUPPLIES, PROGRAM MATERIALS | TO HELP THOSE IN NEED |
| WINDOW ROCK UNIFIED SCHOOL DISTRICT | ||||||||||
| ROUTE 12 | FORT DEFIANCE | UT | 86504 | 866004176 | GOV'T | $0 | $17,775 | FMV | SUPPLIES, PROGRAM MATERIALS | SUPPLIES, PROGRAM MATERIALS |
| MARTIN ELEMENTARY SCHOOL | ||||||||||
| 3500 PINE STREET | BEAUMONT | TX | 77703 | 746000265 | GOV'T | $0 | $13,226 | FMV | BOOKS, SUPPLIES, PROGRAM MATERIALS | TO HELP THOSE IN NEED |
| DR HORTON ELEMENTARY SCHOOL | ||||||||||
| 291 NORTH 7TH STREET | NEWARK | NJ | 07108 | 226002140 | GOV'T | $0 | $14,613 | FMV | BOOKS, SUPPLIES, PROGRAM MATERIALS | TO HELP THOSE IN NEED |
| ROOSEVELT SCHOOL | ||||||||||
| 22223 VERA AVENUE | REDWOOD CITY | CA | 94061 | 943034018 | GOV'T | $0 | $7,881 | FMV | BOOKS | TO HELP THOSE IN NEED |
| FOREST GROVE MIDDLE SCHOOL | ||||||||||
| 495 GROVE STREET | WORCESTER | MA | 01605 | 471221617 | GOV'T | $0 | $10,083 | FMV | BOOKS | TO HELP THOSE IN NEED |
| HARDING MIDDLE SCHOOL | ||||||||||
| 2000 WAKELING STREET | PHILADELPHIA | PA | 19124 | 200153451 | GOV'T | $0 | $20,799 | FMV | BOOKS | TO HELP THOSE IN NEED |
| PIZZO ELEMENTARY SCHOOL | ||||||||||
| 11801 USF BULL RUN DRIVE | TAMPA | FL | 33620 | 591757936 | GOV'T | $0 | $9,269 | FMV | BOOKS | TO HELP THOSE IN NEED |
| MONUMENT ACADEMY | ||||||||||
| 500 19TH STREET NE | WASHINGTON | DC | 20002 | 463662061 | GOV'T | $0 | $12,292 | FMV | PROGRAM MATERIALS | TO HELP THOSE IN NEED |
| HILLCREST HEIGHTS | ||||||||||
| 4305 22ND PLACE | TEMPLE HILLS | MD | 20748 | 526000992 | GOV'T | $0 | $18,490 | FMV | PROGRAM MATERIALS | TO HELP THOSE IN NEED |
| FRANKLIN SQUARE ELEMENTARYMIDDLE SCHOOL | ||||||||||
| 1400 WEST LEXINGTON STREET | BALTIMORE | MD | 21223 | 202954299 | GOV'T | $0 | $9,977 | FMV | BOOKS | TO HELP THOSE IN NEED |
| HOLMES MIDDLE SCHOOL | ||||||||||
| 9351 PASO ROBLES AVENUE | NORTHRIDGE | CA | 91325 | 956001908 | GOV'T | $0 | $12,100 | FMV | PROGRAM MATERIALS | TO HELP THOSE IN NEED |
| ST PAUL COLLEGE | ||||||||||
| 317 MARSHALL AVENUE | SAINT PAUL | MN | 55102 | 411824107 | GOV'T | $0 | $6,750 | FMV | PROGRAM MATERIALS | PROGRAM MATERIALS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BOOKS ARE DISTRIBUTED TO CHILDREN AT SITES (SCHOOLS AND ORGANIZATIONS THAT SERVE YOUTH) IN UNDER-RESOURCED COMMUNITIES VIA OUR RESOURCES AND TRANSFORMATION PROGRAMS. TYPICALLY, SCHOOLS OR SITES SELECTED HAVE A MINIMUM OF 65% OF THEIR STUDENTS ON THE FREE/REDUCED MEAL PROGRAM. BOOKS ARE PROVIDED DIRECTLY TO STUDENTS, CLASSROOMS AND/OR LIBRARIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL HEATH | ||||||||||||||
| PRESIDENT | $220,000 | $0 | $500 | $0 | $0 | $0 | $7,569 | $0 | $0 | $0 | $228,069 | $0 | $0 | $0 |
| SHELLY LUCAS | ||||||||||||||
| VICE PRESIDENT, PROGRAM DELIVERY | $150,000 | $0 | $2,500 | $0 | $0 | $0 | $5,077 | $0 | $15,257 | $0 | $172,834 | $0 | $0 | $0 |
| KATHRYN SORESTAD | ||||||||||||||
| VICE PRESIDENT, OPERATIONS | $150,000 | $0 | $500 | $0 | $0 | $0 | $3,850 | $0 | $8,819 | $0 | $163,169 | $0 | $0 | $0 |
| HETAL PATEL | ||||||||||||||
| VICE PRESIDENT, FINANCE | $150,000 | $0 | $500 | $0 | $0 | $0 | $4,892 | $0 | $0 | $0 | $155,392 | $0 | $0 | $0 |
| PAM BRYDEN | ||||||||||||||
| VICE PRESIDENT, HR AND ADM | $150,000 | $0 | $500 | $0 | $0 | $0 | $4,662 | $0 | $0 | $0 | $155,162 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR THE FOLLOWING EMPLOYEES LISTED ON PART VII, RECEIVED BONUSES: JILL HEATH - $500 SHELLY LUCAS - $2,500 KATHRYN SORESTAD - $500 HETAL PATEL - $500 PAM BRYDEN - $500 MARY VAN MINDE - $3,500 | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $23,939 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PROG MATERIALS | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $285,433 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VENDOR VALUATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| SCHEDULE M, LINE 31: | THE HEART OF AMERICA ONLY ACCEPTS DONATIONS THAT ARE OF USE IN ITS PROGRAMMATIC ACTIVITIES AND/OR GENERAL OPERATIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 13A | IL,MD,MN,NY,UT,CA |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY HOA'S AUDITING FIRM AND REVIEWED BY THE FINANCE LEAD, PRESIDENT OF HOA, AND THE FINANCE COMMITTEE. IT WAS THEN SHARED WITH THE FULL BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL EMPLOYEES HAVE RECEIVED A COPY OF THE WRITTEN POLICY AND IT IS PART OF THE EMPLOYEE MANUAL. THE PRESIDENT ADDRESSES ANY CONFLICTS THAT AROSE RELATED TO EMPLOYEE CONFLICTS OF INTEREST. THE BOARD HAS A SEPARATE CONFLICT OF INTEREST POLICY REQUIRING MEMBERS TO DISCLOSE POTENTIAL CONFLICTS TO THE CHAIRMAN OF THE BOARD, OR IF THE POTENTIAL CONFLICT INVOLVES THE CHAIRMAN, THE CHAIRMAN NOTIFIES THE CHAIRMAN OF THE CORPORATE GOVERNANCE COMMITTEE. UPON DETERMINATION THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST DISCLOSES THE CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS, AND DISCLOSURES ARE RECORDED IN THE BOARD MINUTES OF THE MEETING AT WHICH IT IS MADE. AN INDIVIDUAL MAY ALSO RECUSE HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN A BOARD MEETING IN WHICH THEY BELIEVE THEY MAY HAVE A CONFLICT OF INTEREST. THE CHAIRMAN TAKES ACTION AS IS NECESSARY TO ASSURE THAT THE TRANSACTION INVOLVING A CONFLICT OF INTEREST IS COMPLETED IN THE BEST INTEREST OF THE FOUNDATION WITHOUT THE SUBSTANTIVE INVOLVEMENT OF THE PERSON WHO HAS THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING CURRENT COMPENSATION LEVELS FOR THE PRESIDENT. A WRITTEN RECOMMENDATION IS MADE TO THE CHAIRMAN NOTING THEIR PROCESS AND FINAL RECOMMENDATION. THE CHAIRMAN OF THE COMMITTEE PRESENTS THEIR RECOMMENDATION TO THE FULL BOARD IN EXECUTIVE SESSION WITHOUT THE PRESIDENT PRESENT. FACTORS CONSIDERED BY THE COMMITTEE INCLUDE COMPENSATION DATA FOR OTHER EXECUTIVES IN THE NON-PROFIT SECTOR WITH COMPARABLE BUDGETS AND STAFF, THE TENURE AND PERFORMANCE OF THE INDIVIDUAL AS WELL AS THE ECONOMIC REALITY OF THE ORGANIZATION'S FINANCIAL CONDITION. A PERFORMANCE REVIEW OF THE PRESIDENT'S SERVICE WAS CONDUCTED IN MARCH AND JULY, 2022 |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | GENERAL CONTRACTORS: PROGRAM SERVICE EXPENSES 2,918,991. MANAGEMENT AND GENERAL EXPENSES 75,791. FUNDRAISING EXPENSES 151,941. TOTAL EXPENSES 3,146,723. |
| FORM 990, PART XI, LINE 9: | DEOBLIGATION OF FUNDING -39,386. |
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