Nonprofit · EIN 23-7378013
WARM HEARTH INC
Tax-exempt · BLACKSBURG, VA 24060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $2,966,662 | $3,156,906 | -$190,244 | $14,022,694 | $10,701,087 | $3,321,607 |
| September 30, 2024 | 990 | $2,922,854 | $3,007,815 | -$84,961 | $13,806,305 | $10,294,454 | $3,511,851 |
| September 30, 2023 | 990 | $5,082,852 | $2,930,454 | $2,152,398 | $13,558,191 | $9,961,379 | $3,596,812 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $34,346
- Program service revenue
- $2,767,063
- Investment income
- $165,253
- Net gain from sales of assets
- $1,900
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $353,940
- Other salaries and wages
- $149,075
- Salaries, compensation and benefits (total)
- $1,636,933
- Professional fundraising fees
- $0
- Legal fees
- $17,855
- Accounting fees
- $82,006
- Occupancy
- $113,627
- Travel
- $12,909
- Depreciation
- $483,754
- Program services (functional)
- $1,977,291
- Management and general (functional)
- $1,179,615
Balance sheet and other
- Total assets, start of year
- $13,806,305
- Total assets, end of year
- $14,022,694
- Total liabilities, end of year
- $10,701,087
- Net assets, end of year
- $3,321,607
- Land, buildings and equipment
- $8,067,388
- Net assets without donor restrictions
- $3,321,607
- Gross receipts
- $2,966,662
- Employees
- 479
- Volunteers
- 200
- Year formed
- 1974
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM LESTER | PRESIDENT AND CEO Officer | 35.5 | $199,560 | $23,000 |
| MOLLY NEVITT | CFO Officer | 35.5 | $154,380 | $12,433 |
| TAMBRA DIXON | VP OF PHILANTHROPY Highest-paid employee | 35.5 | $123,507 | $8,341 |
| WALTER WILLIAMS | DIRECTOR OF NETWORK SERVICES Highest-paid employee | 35.5 | $117,066 | $9,649 |
| WILLIAM JONES | KHCC ADMINISTRATOR Highest-paid employee | 35.5 | $119,899 | $3,615 |
| ALISON TRIGG | SHOWALTER ADMINISTRATOR Highest-paid employee | 35.5 | $115,908 | $4,645 |
| JOSHUA TONEY | RN ADMINISTRATOR WARM HEARTH AT HOME Highest-paid employee | 35.5 | $114,922 | $0 |
| ALLAN BOOKOUT | VICE CHAIRMAN / TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| ED SPENCER | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| HING-HAR LO | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| TOMMY MCDEARIS | VICE CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| CHARLES JOHNSON | DIRECTOR Trustee or director | 4 | $0 | $0 |
| HEATHER DUCOTE | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JASON POSPICHAL | DIRECTOR Trustee or director | 4 | $0 | $0 |
| KAREN HANKS | DIRECTOR Trustee or director | 4.5 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE ALLEN | DIRECTOR Trustee or director | 4 | $0 |
| MEG STONE | DIRECTOR Trustee or director | 4 | $0 |
| MIKE SPEARS | DIRECTOR Trustee or director | 4.5 | $0 |
| PAMELA TEASTER | DIRECTOR Trustee or director | 4 | $0 |
| RICHARD SHEPHERD | DIRECTOR Trustee or director | 4.5 | $0 |
| SAVANNA DYER | DIRECTOR Trustee or director | 4.5 | $0 |
| THOMAS PIERCE | DIRECTOR Trustee or director | 4.5 | $0 |
| WILLIAM PRICE | DIRECTOR Trustee or director | 4 | $0 |
990 for the year ended September 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| William Lester | President and CEO Officer | 36 | $185,761 | $5,248 |
| Molly Nevitt | CFO Officer | 36 | $148,246 | $3,923 |
| Tambra Dixon | VP of Philanthropy Highest-paid employee | 36 | $120,181 | $3,317 |
| Walter Williams | Director of Network Services Highest-paid employee | 36 | $107,463 | $3,292 |
| Kevin Sands | RN Director Highest-paid employee | 36 | $106,749 | $3,140 |
| Alison Trigg | Showalter Admin Highest-paid employee | 36 | $105,534 | $499 |
| Shaunna Andrews | Director of Nursing Highest-paid employee | 36 | $103,685 | $2,061 |
| Allan Bookout | Vice Chairman / Treasurer Trustee or director, Officer | 3.5 | $0 | $0 |
| Ed Spencer | Chair Trustee or director, Officer | 3.5 | $0 | $0 |
| Hing-Har Lo | Secretary Trustee or director, Officer | 3.5 | $0 | $0 |
| William Price | Vice Chairman Trustee or director, Officer | 3.5 | $0 | $0 |
| Bridget McMahon | Director Trustee or director | 3.5 | $0 | $0 |
| Charles Johnson | Director Trustee or director | 3.5 | $0 | $0 |
| Heather Ducote | Director Trustee or director | 3.5 | $0 | $0 |
| Jason Pospichal | Director Trustee or director | 3.5 | $0 | $0 |
| Karen Hanks | Director Trustee or director | 4 | $0 | $0 |
| Katherine Allen | Director Trustee or director | 3.5 | $0 | $0 |
| Meg Stone | Director Trustee or director | 3.5 | $0 | $0 |
| Mike Spears | Director Trustee or director | 4 | $0 | $0 |
| Pamela Teaster | Director Trustee or director | 3.5 | $0 | $0 |
| Richard Shepherd | Director Trustee or director | 3.5 | $0 | $0 |
| Savanna Dyer | Director Trustee or director | 3.5 | $0 | $0 |
| Thomas Pierce | Director Trustee or director | 4 | $0 | $0 |
| Tommy McDearis | Director Trustee or director | 3.5 | $0 | $0 |
990 for the year ended September 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRAD DALTON | FORMER PRES AND CEO (END 07/2022) Former | 36 | $143,229 | $3,413 |
| MOLLY NEVITT | CFO Officer | 36 | $127,688 | $3,814 |
| TAMBRA DIXON | DIRECTOR OF MARKETING Highest-paid employee | 36 | $110,451 | $2,966 |
| KORIE FLANNAGAN | NURSING HOME ADMIN Highest-paid employee | 36 | $106,600 | $3,193 |
| KEVIN SANDS | RN DIRECTOR OF QA AND EDU Highest-paid employee | 36 | $104,948 | $3,048 |
| HEATHER GEARHART | VICE PRESIDENT Highest-paid employee | 36 | $105,613 | $2,282 |
| LESTER LUTHER | PRESIDENT AND CEO (START 07/2022) Officer | 36 | $66,775 | $2,001 |
| KATHERINE ALLEN | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
| ALLAN BOOKOUT | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
| TARA FRENCH | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
| CHARLES JOHNSON | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
| HING-HAR LO | SECRETARY Trustee or director | 3.5 | $0 | $0 |
| TOMMY MCDEEARIS | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
| BRIDGET MCMAHON | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
| THOMAS PIERCE | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JASON POSPICHAL | VICE CHAIRMAN / TREASURER Trustee or director | 3.5 | $0 | $0 |
| WILLIAM PRICE | VICE CHAIRMAN Trustee or director | 3.5 | $0 | $0 |
| RICHARD SHEPHERD | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
| MIKE SPEARS | DIRECTOR Trustee or director | 4 | $0 | $0 |
| ED SPENCER | CHAIR Trustee or director | 3.5 | $0 | $0 |
| MEG STONE | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
| PAMELA TEASTER | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
| TRACY VOSBURGH | DIRECTOR Trustee or director | 3.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2607 WARM HEARTH DR STE 100, BLACKSBURG, VA 24060-6247
- In care of
- % NEW RIVER HOUSE
- Principal officer (990 for 2024)
- WILLIAM LESTER, 2607 WARM HEARTH DRIVE SUITE 100, BLACKSBURG, VA 24060
- Signed the 990
- MOLLY NEVITT, CFO
- Phone
- (540) 552-9176
- Website
- WWW.RETIRE.ORG
- Return prepared by
- FORVIS MAZARS LLP
Mission
OUR MISSION IS TO FOSTER A PERSON-CENTERED APPROACH TO AGING IN AN INCLUSIVE ENVIRONMENT THAT REDEFINES RETIREMENT. OUR VISION IS TO NURTURE A TRANSFORMATIVE CULTURE WHERE PEOPLE LIVE AND WORK IN COMMUNITY, KNOWING THEIR CONTRIBUTIONS ARE ESSENTIAL TO OUR SUCCESS.
Program accomplishments
- THE CORPORATION PROVIDES SUPERVISION, MANAGEMENT AND DEVELOPMENT SERVICES TO A SENIORS HOUSING COMMUNITY WHICH IS OPERATED BY 501(C)(3) AND 501(C)(4) ORGANIZATIONS AND PROVIDES HOUSING TO APPROXIMATELY 500 ELDERLY AND HANDICAPPED PERSONS.Expenses $1,977,291 · revenue $2,767,063
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 23-7378013
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L200)
- Assets (IRS master file)
- $14,022,694
- Income (IRS master file)
- $2,966,662
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $2,966,662 | $3,156,906 | $14,022,694 | XML |
| 990 | September 2024 | $2,922,854 | $3,007,815 | $13,806,305 | XML |
| 990 | September 2023 | $5,082,852 | $2,930,454 | $13,558,191 | XML |
| 990 | September 2022 | $2,131,943 | $2,253,769 | $9,848,371 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7378013).
Questions about WARM HEARTH INC
- What is the EIN of WARM HEARTH INC?
- The employer identification number (EIN) of WARM HEARTH INC is 23-7378013.
- Is WARM HEARTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to WARM HEARTH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WARM HEARTH INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WARM HEARTH INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WARM HEARTH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of WARM HEARTH INC?
- The 990 for the year ended September 30, 2025 names WILLIAM LESTER.
- Who are the officers and directors of WARM HEARTH INC?
- The 990 for the year ended September 30, 2025 lists 23 people; 7 received compensation from the organization, the highest $199,560 (WILLIAM LESTER, PRESIDENT AND CEO).
- How much revenue does WARM HEARTH INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $2,966,662, expenses of $3,156,906 and total assets of $14,022,694 at year end.
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