2025-08-08T12:27:40-05:00 2024-12-31 201826687 Pilc & Moseley LLC 4312 Grove Avenue Richmond VA 23221 990 2024-01-01 541823934 Heart Havens Inc HEAR 8042376097 7501 Boulder View Drive 205 Richmond VA 23225 Becky Huff Chief Executive Officer 8042376097 2025-07-29 1 0 Nathan J Harry P01262184 8049188490 X 2024 2025-03-06 01:10:19Z Becky Huff 7501 Boulder View Drive 205 Richmond VA 23225 4897456 0 X WWW.HEARTHAVENS.ORG X 1996 VA Heart Havens empowers adults with a developmental disability to live and thrive in their communities. 12 12 107 115 0 0 402245 301161 4014504 4543632 18090 23725 3678 28938 4438517 4897456 0 0 0 0 3494440 3802111 0 0 133218 1094914 1152702 4589354 4954813 -150837 -57357 4026970 3840948 1326036 1189454 2700934 2651494 Heart Havens empowers adults with a developmental disability to live and thrive in their communities. 0 0 4019969 4572570 As of December 31, 2024, Heart Havens operates 8 homes in Lynchburg, Richmond, Glen Allen, Varina, Virginia Beach, Stuarts Draft and Ashland. All of the homes have the capacity to house four residents, who are fully supervised at all times with dedicated and experienced staff. A person-centered approach is utilized in service delivery. We serve individuals of any faith, race, age or gender. 4019969 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 107 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X The Organization 8042376097 7501 Boulder View Drive Suite 205 Richmond VA 23225 Jennifer Perrow Chair - EXCOM 1.00 X X 0 0 0 Steven Plaatsman Treasurer 1.00 X X 0 0 0 Rev Dr Dorothy McNeer O'Quinn Vice Chair 1.00 X X 0 0 0 Jamie Mattioli Secretary 1.00 X X 0 0 0 Kathy Mathews Director 1.00 X 0 0 0 Cheryl Mayton Director 1.00 X 0 0 0 Jennifer Mercer Director 1.00 X 0 0 0 Lee Price Director 1.00 X 0 0 0 Sydney Shah Director 1.00 X 0 0 0 Tom Saunders Director 1.00 X 0 0 0 Madison Schafran Director 1.00 X 0 0 0 Albert S Weal Jr Director 1.00 X 0 0 0 Rebecca Huff Executive Director 40.00 X 120443 0 5507 Jennifer Boyden Past Chief Executive Offic 40.00 X 23689 0 1066 144132 0 6573 1 0 0 0 AB & T Maintenance 7048 Studley Road Mechanicsville VA 23116 Maintenance & Renovations 166799 1 89988 211173 89988 301161 Virginia Medical Assis 623990 4189162 4189162 Program Fees 623990 354470 354470 4543632 23725 23725 Miscellaneous Income 900099 28938 28938 28938 4897456 4572570 0 23725 150705 129606 16578 4521 3223626 2738575 422085 62966 171562 145828 22433 3301 256218 217785 33308 5125 3749 1481 2268 105937 21187 84750 43968 8794 35174 30085 30085 65824 25641 30596 9587 90050 48627 41423 67579 54063 13516 44798 26879 17919 7780 7780 176957 173418 3539 91821 73457 14691 3673 Groceries & Supplies 160033 158433 1600 Utilities & Telecommuni 97936 89122 8814 Maintenance & Repairs 82944 82103 841 Training, Education & R 31257 29015 2242 51984 42238 9302 444 4954813 4019969 801626 133218 576574 478893 443485 303945 8366 49563 4121899 1770728 2297979 2351171 300087 319399 400479 337977 4026970 3840948 268144 263636 647320 572553 410572 353265 1326036 1189454 X 2642235 2502807 58699 148687 2700934 2651494 4026970 3840948 -57357 7917 0 X X 0 1 X 1 0 X 791549 338002 426425 402245 301161 2259382 791549 338002 426425 402245 301161 2259382 861199 1398183 24374 12776 11806 18090 23725 90771 2350153 0.59490 0.61260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58699 58699 58199 500 58699 58199 58199 58199 58199 58199 58199 1.00000 1 0 411177 411177 1857089 828388 1028701 946749 246498 700251 906884 695842 211042 2351171 Certificates of Deposit 214208 F Mutual Funds 105191 F 319399 Operating Lease ROU 333346 Other Assets 4631 337977 Opperating Lease Liability 353265 353265 X 4910231 7917 4858 12775 4897456 0 4897456 4959671 4858 4858 4954813 0 4954813 Part V, Line 4: The Organization's Endowment consists of $58,699 of gifts received for the ongoing maintenance and operations of the Heart Havens homes. It is the Organization's intention that these funds be used to support these specific purposes in perpetuity. Part X, Line 2: The Organization follows generally accepted accounting principles regarding "Accounting for Uncertain Tax Positions". This provides detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in the Organization's financial statements. It requires an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will not be sustained upon examination. The Organization has determined that it does not have any material unrecognized tax benefits or obligations. X X X 0 0 0 0 0 0 0 0 0 X 1 89988 Donor Provided 0 0 0 Form 990, Part VI, Section B, line 11b The Form 990 was provided to the client for review and approval by board members and management prior to processing. Form 990, Part VI, Section B, line 12c The board members are required to submit a form documenting any conflicts of interest that may exist. If there are changes to the board outside of regular elections, any new members are required to submit their forms when they begin serving on the board. Form 990, Part VI, Section B, line 15 The Board approves a budget annually, which includes the salaries for all employees, including executives and management. Form 990, Part VI, Section C, line 19 The Organization's Form 990's can be found at www.hearthavens.org, www.guidestar.org or can be made available upon request. The Organization's Form 1023 and conflict of interest statement are available upon request. Financial statements can be found at www.hearthavens.org. Other governing documents are available upon request. Form 990, Part XII, Line 2c: The Finance Committee is responsible for oversight of financial statements, the audit, and independent accountant.