2026-08-03T12:13:29+00:00 2025-09-30 440160260 FORVIS MAZARS LLP ONE OAK ST SUITE 300 ASHEVILLE NC 28801 990 2024-10-01 521224684 TROLINGER HOUSE INC TROL 5405529176 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 MOLLY NEVITT CFO 2026-08-03 true true AMY BIBBY P00445891 8282542254 2026-07-14 2024 2025-03-06 01:10:19Z WILLIAM LESTER 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 1394886 false X WWW.RETIRE.ORG X 1980 VA HOUSING FOR ELDERLY AND HANDICAPPED. 16 16 0 0 0 7387 12272 1324877 1381511 807 -20202 200 0 1333271 1373581 0 0 0 0 0 0 0 0 1519623 1617923 1519623 1617923 -186352 -244342 1584516 1598786 3144241 3402853 -1559725 -1804067 HOUSING FOR ELDERLY AND HANDICAPPED. false false 817245 1381511 THE CORPORATION PROVIDES AFFORDABLE HOUSING FOR ELDERLY AND HANDICAPPED INDIVIDUALS QUALIFYING FOR RENTAL ASSISTANCE UNDER SECTION 8 OF THE NATIONAL HOUSING ACT. THE FACILITY HAS 102 UNITS. 817245 true true false false false false false false false false true false false true true true true true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 6 0 true 0 false false false false false false false false false false false false X 16 16 false false false false false false false true true false false false false true true true true true false false false false VA X MOLLY NEVITT 5404433403 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 ALLAN BOOKOUT VICE CHAIRMAN / TREASURER 0.5 4.0 X X 0 0 0 ED SPENCER CHAIR 0.5 4.0 X X 0 0 0 HING-HAR LO SECRETARY 0.5 4.0 X X 0 0 0 TOMMY MCDEARIS VICE CHAIRMAN 0.5 4.0 X X 0 0 0 CHARLES JOHNSON DIRECTOR 0.5 4.0 X 0 0 0 HEATHER DUCOTE DIRECTOR 0.5 4.0 X 0 0 0 JASON POSPICHAL DIRECTOR 0.5 4.0 X 0 0 0 KAREN HANKS DIRECTOR 0.5 4.5 X 0 0 0 KATHERINE ALLEN DIRECTOR 0.5 4.0 X 0 0 0 MEG STONE DIRECTOR 0.5 4.0 X 0 0 0 MIKE SPEARS DIRECTOR 0.5 4.5 X 0 0 0 PAMELA TEASTER DIRECTOR 0.5 4.0 X 0 0 0 RICHARD SHEPHERD DIRECTOR 0.5 4.5 X 0 0 0 SAVANNA DYER DIRECTOR 0.5 4.5 X 0 0 0 THOMAS PIERCE DIRECTOR 0.5 4.5 X 0 0 0 WILLIAM PRICE DIRECTOR 0.5 4.0 X 0 0 0 MOLLY NEVITT CFO 0.5 39.5 X 0 154380 12433 WILLIAM LESTER PRESIDENT AND CEO 0.5 39.5 X 0 199560 23000 ALISON TRIGG SHOWALTER ADMINISTRATOR 0.5 39.5 X 0 115908 4645 JOSHUA TONEY RN ADMINISTRATOR WARM HEARTH AT HOME 0.5 39.5 X 0 114922 0 TAMBRA DIXON VP OF PHILANTHROPY 0.5 39.5 X 0 123507 8341 WALTER WILLIAMS DIRECTOR OF NETWORK SERVICES 0.5 39.5 X 0 117066 9649 WILLIAM JONES KHCC ADMINISTRATOR 0.5 39.5 X 0 119899 3615 0 945242 61683 0 false true false 0 12272 12272 TENANT ASSISTANCE PAYMENTS 623000 877183 877183 TENANT RENT PAYMENTS 623000 401067 401067 CABLE TV AND PHONE SERVICE 623000 89068 89068 SERVICE COORDINATOR REVENUE 623000 13711 13711 DAMAGES & CLEANING FEES 623000 482 482 0 0 0 0 1381511 1103 1103 0 0 21305 0 -21305 -21305 -21305 0 0 0 0 0 1373581 1381511 0 -20202 X 1745 1745 16509 16509 884806 185360 699446 0 2717 2717 45788 15887 29901 38061 38061 165130 155206 9924 7429 5622 1807 61034 61034 244651 244651 32260 32260 FOOD 65574 65574 SUPPLIES 42272 41704 568 REPAIRS AND MAINTENANCE 9947 9947 0 0 0 0 1617923 817245 800678 0 46739 103026 22148 25040 0 0 0 0 5778464 4464959 1374056 1313505 0 0 141573 157215 1584516 1598786 97027 101725 7297 6618 0 0 1788526 1701852 1251391 1592658 3144241 3402853 X -1559725 -1804067 -1559725 -1804067 1584516 1598786 -244342 0 X X false true true false X 6259 916 6299 7387 12272 33133 0 0 1166129 1228177 1288252 1324877 1381511 6388946 0 1172388 1229093 1294551 1332264 1393783 6422079 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6422079 62 32 425 807 1103 2429 0 62 32 425 807 1103 2429 0 0 0 0 0 0 0 1172450 1229125 1294976 1333071 1394886 6424508 0.99962 0.99976 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118932 118932 4732640 3733709 998931 48035 37896 10139 878857 693354 185503 1313505 RESERVE FOR REPLACEMENTS 116297 SECURITY DEPOSITS 40918 157215 FEDERAL INCOME TAXES DUE TO AFFILIATES 1551740 TENANTS' SECURITY DEPOSITS 40918 1592658 X 1373581 0 0 1373581 0 0 1373581 1617923 0 0 1617923 0 0 1617923 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE CHARITABLE PURPOSES AND, THEREFORE, THE ORGANIZATION IS EXEMPT FROM TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THE ORGANIZATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE ORGANIZATION HAD NO SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS OF SEPTEMBER 30, 2025 AND 2024. false false false false false false true false false WILLIAM LESTER PRESIDENT AND CEO 0 180572 0 18988 0 0 0 23000 0 0 0 222560 0 0 MOLLY NEVITT CFO 0 135580 0 18800 0 0 0 12433 0 0 0 166813 0 0 SCHEDULE J, PART I, LINE 6B COMPENSATION CONTINGENT ON NET EARNINGS OF A RELATED ORGANIZATION THERE IS A TIERED BONUS POOL FOR THE CEO BASED ON THE NET EARNINGS OF ALL 10 ORGANIZATIONS. IT IS PAID THROUGH WARM HEARTH, INC. FORM 990, PART VI, LINE 15 WARM HEARTH, A RELATED ORGANIZATION, COMPENSATES THE ORGANIZATION'S OFFICERS AND EMPLOYEES. A COMMITTEE OF THE BOARD OF DIRECTORS IS APPOINTED TO REVIEW THE COMPENSATION LEVELS OF OFFICERS AND KEY EMPLOYEES AND FOR ESTABLISHING THE NEW PAY RATES OF THESE EMPLOYEES. COMPENSATION IS COMPARED WITH SALARY SURVEY INFORMATION AVAILABLE FROM NATIONAL TRADE ASSOCIATIONS ENGAGED IN SIMILAR ACTIVITIES. THE COMPENSATION LEVEL IS DETERMINED BY CONSENSUS OF THE COMMITTEE AND REPORTED TO HUMAN RESOURCES. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY A COPY OF THE RETURN IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE FINANCE COMMITTEE DISCUSSES THE 990 AT THEIR REGULAR SCHEDULED MEETING IN MAY OF EACH YEAR. THE FINANCE COMMITTEE IS RESPONSIBLE FOR RECEIVING THE AUDIT REPORTS OF THE INDEPENDENT AUDITOR AND REVIEWING THE FORM 990 PREPARED BY THE INDEPENDENT ACCOUNTANTS. THE FINANCE COMMITTEE REPORTS BACK TO THE BOARD OF DIRECTORS ANY RECOMMENDATIONS OR FINDINGS OF THEIR STUDY. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE EMPLOYEE HANDBOOK HAS A STATEMENT OF THE CODE OF CONDUCT AND THE CONFLICT OF INTERESTS POLICY. THE BOARD MEMBER ORIENTATION MATERIALS INCLUDE THIS INFORMATION AS WELL. THE EMPLOYEES ARE ASKED TO REVIEW THIS POLICY AS A PART OF THEIR ANNUAL PERFORMANCE REVIEW AND BOARD MEMBERS ARE REQUESTED TO UPDATE THEIR COMMITMENT TO THIS POLICY UPON RE-ELECTION TO A NEW TERM. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990 IS AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY IS NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART IX, LINE 11G OTHER FEES CONTRACTED & CONSULTING - TOTAL EXPENSE: 112402, PROGRAM SERVICE EXPENSE: 89375, MANAGEMENT AND GENERAL EXPENSES: 23027, FUNDRAISING EXPENSES: ; SHARED SERVICES - TOTAL EXPENSE: 772404, PROGRAM SERVICE EXPENSE: 95985, MANAGEMENT AND GENERAL EXPENSES: 676419, FUNDRAISING EXPENSES: ; FORM 990, PART XII, LINE 2C CHANGE OF OVERSIGHT PROCESS OR SELECTION PROCESS THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WARM HEARTH INC 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 237378013 HOUSING VA 501(C)(3) 10 NA false NRV NURSING CENTER 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 311583073 HEALTH CARE VA 501(C)(3) 10 NA false SHOWALTER MEMORIAL HEALTH CENTER 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 541185223 HOUSING VA 501(C)(3) 10 NA false NEW RIVER HOUSE INC 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 521257779 HOUSING VA 501(C)(3) 10 NA false NEW CENTURY HOUSING INC 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 311788636 HOUSING VA 501(C)(4) NA false WARM HEARTH AT HOME 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 464213353 HOME CARE VA 501(C)(3) 10 NA false WARM HEARTH FOUNDATION 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 541639629 SUPPORT VA 501(C)(3) TYPE I NA false FOUNDERS FOREST INC 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 541185224 HOUSING VA 501(C)(4) NA false WARM HEARTH AT HOME HOSPICE 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 334483856 HEALTH CARE VA 501(C)(3) 10 NA false false false true false true false false false false false true false false true true true false false false