Nonprofit · EIN 46-5287924
HEARTS UNITED FOR GOOD INC
Tax-exempt · CHARLOTTE, NC 28206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $917,877 | $876,066 | $41,811 | $152,814 | $308 | $152,506 |
| December 31, 2024 | 990 | $568,462 | $495,960 | $72,502 | $113,381 | $2,686 | $110,695 |
| December 31, 2023 | 990 | $196,615 | $185,402 | $11,213 | $38,319 | $1,312 | $37,007 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $917,955
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$78
- Other revenue
- -$78
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $34,250
- Salaries, compensation and benefits (total)
- $37,213
- Professional fundraising fees
- $0
- Legal fees
- $279
- Accounting fees
- $7,050
- Depreciation
- $4,575
- Program services (functional)
- $835,989
- Management and general (functional)
- $40,077
Balance sheet and other
- Total assets, start of year
- $113,381
- Total assets, end of year
- $152,814
- Total liabilities, end of year
- $308
- Net assets, end of year
- $152,506
- Land, buildings and equipment
- $7,954
- Net assets without donor restrictions
- $152,506
- Gross receipts
- $918,052
- Employees
- 2
- Volunteers
- 552
- Year formed
- 2014
- State of legal domicile
- NC
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven Tilley | Director Trustee or director | 20 | $31,500 |
| Bethany McDonald | Executive Dir. Trustee or director, Officer | 10 | $2,750 |
| Greg Godley | Chairman Trustee or director, Officer | 20 | $0 |
| Tracee Karlsson | Treasurer Trustee or director, Officer | 20 | $0 |
| Jessica Lefkowitz | Director Trustee or director | 10 | $0 |
| Paul Kelly | Chairman Trustee or director, Officer | 20 | $0 |
| Laura Hoover-Jessup | Secretary Trustee or director, Officer | 10 | $0 |
| Jane Morin | Director Trustee or director | 10 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven Tilley | Director Trustee or director | 10 | $32,595 |
| Bethany McDonald | Director Trustee or director | 10 | $0 |
| Greg Godley | Chairman Trustee or director, Officer | 20 | $0 |
| Tracee Karlsson | Treasurer Trustee or director, Officer | 20 | $0 |
| Jessica Lefkowitz | Director Trustee or director | 10 | $0 |
| Paul Kelly | Chairman Trustee or director, Officer | 20 | $0 |
| Ethan Hlebechuk | Secretary Trustee or director, Officer | 20 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven Tilley | Director Trustee or director, Officer | 20 | $31,644 |
| Bethany McDonald | Executive Dir. Trustee or director, Officer | 10 | $12,750 |
| Greg Godley | Chairman Trustee or director, Officer | 10 | $0 |
| Tracee Karlsson | Treasurer Trustee or director, Officer | 10 | $0 |
| Paul Kelly | Chairman Trustee or director, Officer | 10 | $0 |
| Chad Turner | Director Trustee or director | 10 | $0 |
| Jessica Lefkowitz | Director Trustee or director | 10 | $0 |
| Carolyn Farr Sly | Director Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 791002, CHARLOTTE, NC 28206-7916
- In care of
- % NA
- Mailing address (990-N for 2019)
- PO Box 20041, Charlotte NC 28202
- Principal officer (990-N for 2019)
- Warren Joseph Davis III, 235 N Sharon Amity Road, Charlotte NC 28211
- Signed the 990
- Tracee Karlsson CPA, Treasurer
- Phone
- (704) 491-3321
- Website
- www.heartsbeatone.org
- Return prepared by
- Attolero
Mission
Hearts United for Good (HUG) works to improve the lives of individuals and families facing food insecurity, homelessness, economic hardship, and other challenges throughout the greater Charlotte area. Through direct assistance and community partnerships, HUG provides food, essential supplies, homeless outreach, animal welfare assistance, educational support, and other resources designed to meet immediate needs while promoting dignity, stability, and stronger communities.
Program accomplishments
- Food lnsecurity Pantry: Hearts United for Good operates a free, low-barrier Food Assistance Program providing groceries and essential household items to individuals and families experiencing food insecurity and economic hardship. In 2025, HUG distributed 26,068 bags of free groceries, representing a 704% increase in grocery distributions since 2021. At the same time, HUG decreased its cost per bag by 90% and cost per pound by 96%, allowing the organization to significantly expand its reach while using resources efficiently. Through its partnership with Second Harvest Food Bank of Metrolina, HUG received more than 486,000 pounds of food and critical supplies in 2025 for less than $13,000. HUG also distributed more than 106,000 free diapers to local families and parents through its partnership with the Diaper Bank of North Carolina. HUG's pantry is designed to minimize barriers to receiving assistance and provide individuals and families with reliable access to nutritious food and other basic necessities. Through food-bank partnerships, individual donors, businesses, volunteers, and community organizations, HUG continued to expand the availability of food and essential resources to vulnerable households throughout the Charlotte area.Expenses $788,311
- Homelessness Outreach: Hearts United for Good provides year-round outreach and essential resources to individuals experiencing homelessness throughout the Charlotte area. During 2025, individuals experiencing homelessness sought assistance from HUG 1,755 times, and no individual seeking assistance was turned away. During the year, HUG provided the shelterless community with more than 350 sleeping bags, 200 pairs of new shoes, 2,400 cans of food, 8,800 snack packs, 450 pairs of socks, and 6,900 beverages, in addition to clothing, hygiene products, seasonal items, and other essential supplies. HUG also works collaboratively with community partners, including Mecklenburg County street-outreach resources, to reach individuals living unsheltered and provide food, essential supplies, and connections to additional assistance. Through both on-site services and direct outreach, the program provides consistent, low-barrier support to individuals experiencing homelessness and displacement.Expenses $23,290
- Animal Welfare Program: Hearts United for Good's Animal Welfare Program assists individuals and families experiencing financial hardship with the care and well-being of their companion animals. The program provides pet food, basic animal care, emergency veterinary assistance, rescue and rehoming support, fenced enclosures when needed for animal safety, and access to spay and neuter services through community partnerships. Through its animal welfare efforts and veterinary partnership, HUG rescued and rehomed 39 dogs during the most recent 36-month period, while helping provide basic care and free spay and neuter services. HUG also distributes pet food to individuals and families who may otherwise struggle to meet their animals' basic needs. By providing food, veterinary resources, rescue assistance, and other support, HUG works to promote animal welfare while helping vulnerable individuals and families remain together with their companion animals.Expenses $11,351
- General FundExpenses $7,055
- Emerging Needs: Hearts United for Good responds to urgent and emerging needs affecting vulnerable individuals and families when circumstances fall outside the organization's primary programs. Assistance may include food, clothing, hygiene products, household necessities, seasonal supplies, emergency resources, and connections to other community services. The program also assists immigrants and refugees in the Charlotte area by helping individuals and families access essential resources and community support as they navigate new beginnings. HUG's relationships with donors, volunteers, businesses, schools, and nonprofit organizations allow the Foundation to mobilize resources quickly and respond to changing community needs. HUG's ability to respond to emerging needs has also enabled the organization to provide large-scale assistance during community emergencies and disasters when resources are available and needed.Expenses $4,300
- Community Support - Hearts United for Good extends its impact beyond individuals served directly at its facility by distributing food, essential supplies, and other resources through schools and community organizations throughout the Charlotte area. HUG's Community Support Program has served more than 120 Title I schools, assisted living facilities, recovery centers, and other community support organizations. During 2025, HUG provided breakfast, lunch, gift bags, flowers, and other appreciation resources to more than 1,700 teachers across 17 Charlotte-area schools during Teacher Appreciation Week. HUG also assembled and distributed 901 Easter baskets to children living in hotels, shelters, and other high-risk situations. Through partnerships with food banks, schools, businesses, nonprofit organizations, individual donors, and volunteers, HUG helps ensure that donated food and essential resources reach organizations already serving vulnerable populations, allowing the Foundation's impact to extend throughout the broader community.Expenses $1,301
- Education & Development: Hearts United for Good supports students, educators, and families in underserved communities through educational engagement, mentorship, academic support, meals, school supplies, and other essential resources. HUG volunteers have served as student mentors and End-of-Grade test proctors and have provided meals and other support to students and school programs. HUG also partners with schools and other community organizations to provide backpacks, school supplies, clothing, books, food, hygiene products, and other necessities to students and families in need. HUG provides direct support to teachers and staff at schools serving predominantly economically disadvantaged student populations. In 2025, this broader school-support effort included providing appreciation activities and resources to more than 1,700 teachers at 17 Charlotte-area schools. HUG's educational and family-support initiatives help schools strengthen parent engagement, support students and educators, and provide families with access to essential resources.Expenses $381
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-5287924
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $152,814
- Income (IRS master file)
- $918,052
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $917,877 | $876,066 | $152,814 | XML |
| 990 | December 2024 | $568,462 | $495,960 | $113,381 | XML |
| 990 | December 2023 | $196,615 | $185,402 | $38,319 | XML |
| 990 | December 2022 | $197,087 | $198,119 | $29,105 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Warren Joseph Davis III | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 46-5287924).
Questions about HEARTS UNITED FOR GOOD INC
- What is the EIN of HEARTS UNITED FOR GOOD INC?
- The employer identification number (EIN) of HEARTS UNITED FOR GOOD INC is 46-5287924.
- Is HEARTS UNITED FOR GOOD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HEARTS UNITED FOR GOOD INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTS UNITED FOR GOOD 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 HEARTS UNITED FOR GOOD INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTS UNITED FOR GOOD INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HEARTS UNITED FOR GOOD INC?
- The 990-N for 2019 names Warren Joseph Davis III.
- Who are the officers and directors of HEARTS UNITED FOR GOOD INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 2 received compensation from the organization, the highest $31,500 (Steven Tilley, Director).
- How much revenue does HEARTS UNITED FOR GOOD INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $917,877, expenses of $876,066 and total assets of $152,814 at year end.
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