Totals
- Total revenue
- $17,062,886
- Total expenses
- $16,553,614
- Contributions and grants received
- $16,289,536
- Grants paid
- $310,349
- Program service revenue
- $98,915
- Investment income
- $656,626
- Other revenue
- $17,809
- Total assets, end of year
- $21,540,338
- Total liabilities, end of year
- $15,265,695
- Net assets or fund balances, end of year
- $6,274,643
- Program services expenses (Part IX)
- $14,675,979
- Management and general expenses
- $1,196,721
- Fundraising expenses
- $680,914
- Program service expenses (Part III)
- $14,675,979
Program services were 88.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$26,000
-
1e · Government grants (contributions)
$833,500
-
1f · All other contributions, gifts and grants
$15,430,036
-
1g · Noncash contributions included above
$488,787
-
2a · Program service revenue: CONTRACTS
total $98,915 · related or exempt $98,915
-
3 · Investment income
total $656,993 · excluded $656,993
-
7b · Less cost or other basis and sales expenses
other assets $367
-
7c · Gain or loss
other assets -$367
-
7d · Net gain or loss
total -$367 · excluded -$367
-
8a · Fundraising events: gross income
$13,015
-
8a · Fundraising events: contributions included on line 1c
$26,000
-
8b · Fundraising events: direct expenses
$10,317
-
8c · Net income from fundraising events
total $2,698 · excluded $2,698
-
11a · Other revenue: CREDIT CARD REWARDS
total $15,111 · excluded $15,111
-
11e · Other revenue, total
$15,111
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $310,349 · program services $310,349
-
5 · Compensation of officers, directors and key employees
total $270,323 · program services $110,832 · management and general $24,329 · fundraising $135,162
-
7 · Other salaries and wages
total $3,670,854 · program services $2,643,415 · management and general $732,816 · fundraising $294,623
-
8 · Pension plan contributions
total $108,420 · program services $101,450 · management and general $3,819 · fundraising $3,151
-
9 · Other employee benefits
total $253,300 · program services $225,435 · management and general $10,110 · fundraising $17,755
-
10 · Payroll taxes
total $313,921 · program services $215,337 · management and general $68,749 · fundraising $29,835
-
11c · Fees: accounting
total $35,395 · management and general $35,395
-
11g · Fees: other
total $4,317,890 · program services $4,117,783 · management and general $71,392 · fundraising $128,715
-
13 · Office expenses
total $546,702 · program services $513,838 · management and general $28,929 · fundraising $3,935
-
14 · Information technology
total $161,830 · program services $72,798 · management and general $56,832 · fundraising $32,200
-
16 · Occupancy
total $150,163 · program services $135,276 · management and general $9,184 · fundraising $5,703
-
17 · Travel
total $519,162 · program services $380,022 · management and general $121,621 · fundraising $17,519
-
22 · Depreciation, depletion and amortization
total $6,324 · program services $5,629 · management and general $252 · fundraising $443
-
23 · Insurance
total $10,968 · program services $8,682 · management and general $1,603 · fundraising $683
-
24a · Other expenses: PROGRAM MATERIALS
total $5,794,405 · program services $5,794,295 · management and general $110
-
24b · Other expenses: LITERACY CELEBRATION
total $38,040 · program services $38,040
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $36,295 · program services $409 · management and general $24,851 · fundraising $11,035
-
24d · Other expenses: EQUIPMENT EXPENSE
total $4,397 · program services $35 · management and general $4,362
-
24e · All other expenses
total $4,876 · program services $2,354 · management and general $2,367 · fundraising $155
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $633,142 · end of year $743,922
-
2 · Savings and temporary cash investments
beginning of year $16,761,249 · end of year $18,018,242
-
3 · Pledges and grants receivable
beginning of year $669,735 · end of year $805,605
-
4 · Accounts receivable
beginning of year $31,726 · end of year $16,012
-
8 · Inventories for sale or use
beginning of year $1,387,193 · end of year $1,617,649
-
9 · Prepaid expenses and deferred charges
beginning of year $250,231 · end of year $197,297
-
10a · Land, buildings and equipment: cost or other basis
$59,136
-
10b · Land, buildings and equipment: accumulated depreciation
$36,734
-
10c · Land, buildings and equipment, net
beginning of year $5,746 · end of year $22,402
-
15 · Other assets
beginning of year $119,862 · end of year $119,209
-
17 · Accounts payable and accrued expenses
beginning of year $559,898 · end of year $946,065
-
25 · Other liabilities
beginning of year $13,533,615 · end of year $14,319,630
-
27 · Net assets without donor restrictions
beginning of year $4,494,495 · end of year $5,307,970
-
28 · Net assets with donor restrictions
beginning of year $1,270,876 · end of year $966,673
Mission and programs · 2024
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.
Activities or mission (Part I)
SEE PART III, LINE 1.
-
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.
Expenses $13,504,052 · Grants $151,419 · Revenue $98,915
-
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.
Expenses $1,171,927 · Grants $158,930
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jill HeathJILL HEATH
PRESIDENT
- Total calculated
- $270,323
- From this org
- $260,000
- From related orgs
- $0
- Other
- $10,323
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $260,000
- Bonus
- $0
- Other
- $0
- Deferred
- $10,323
- Nontaxable benefits
- $0
- Filer's total
- $270,323
-
Karen DuncanKAREN DUNCAN
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 2
-
Eric ScheweikertERIC SCHEWEIKERT
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kelly BozarthKELLY BOZARTH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Howard ByckHOWARD BYCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mary Christ-ErwinMARY CHRIST-ERWIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Marcia BullardMARCIA BULLARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve KaufmanSTEVE KAUFMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Terry McDonoughTERRY MCDONOUGH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott NelsonSCOTT NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Latanya McDadeLATANYA MCDADE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Yoli StancilYOLI STANCIL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Belinda HarrisBELINDA HARRIS
VICE PRESIDENT, DEVELOPMENT
- Total calculated
- $197,572
- From this org
- $170,000
- From related orgs
- $0
- Other
- $27,572
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $170,000
- Bonus
- $0
- Other
- $0
- Deferred
- $6,539
- Nontaxable benefits
- $21,033
- Filer's total
- $197,572
-
Tom HelwigTOM HELWIG
SENIOR VICE PRESIDENT, OPERATIONS
- Total calculated
- $197,061
- From this org
- $190,000
- From related orgs
- $0
- Other
- $7,061
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $180,000
- Bonus
- $10,000
- Other
- $0
- Deferred
- $7,061
- Nontaxable benefits
- $0
- Filer's total
- $197,061
-
Kathryn SorestadKATHRYN SORESTAD
VICE PRESIDENT, GOVERNMENT AFFAIRS
- Total calculated
- $179,408
- From this org
- $162,500
- From related orgs
- $0
- Other
- $16,908
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $162,500
- Bonus
- $0
- Other
- $0
- Deferred
- $4,550
- Nontaxable benefits
- $12,358
- Filer's total
- $179,408
-
Hetal PatelHETAL PATEL
VICE PRESIDENT, FINANCE
- Total calculated
- $173,099
- From this org
- $166,500
- From related orgs
- $0
- Other
- $6,599
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $166,500
- Bonus
- $0
- Other
- $0
- Deferred
- $6,545
- Nontaxable benefits
- $54
- Filer's total
- $173,099
-
Pam BrydenPAM BRYDEN
VICE PRESIDENT, HR AND ADMIN
- Total calculated
- $170,980
- From this org
- $164,500
- From related orgs
- $0
- Other
- $6,480
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $164,500
- Bonus
- $0
- Other
- $0
- Deferred
- $6,480
- Nontaxable benefits
- $0
- Filer's total
- $170,980
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- TOM HELWIG RECEIVED A DISCRETIONARY MERIT BONUS OF $10,000
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
EDUCATION MATERIALS
-
NEW BRUNSWICK PUBLIC SCHOOLS
$0
EDUCATION MATERIALS
-
HAYWARD UNIFIED SCHOOL DISTRICT
$0
EDUCATION MATERIALS
-
WACO INDEPENDENT SCHOOL DISTRICT
$0
EDUCATION MATERIALS
-
CHINLE UNIFIED SCHOOL DISTRICT
$0
EDUCATION MATERIALS
-
EDUCATION MATERIALS
-
WILSON ELEMENTARY SCHOOL
$0
EDUCATION MATERIALS
-
EDUCATION MATERIALS
-
EDUCATION MATERIALS
-
EDUCATION MATERIALS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503099349303910
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.