2025-11-05T15:52:18-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 522034127 HEART OF AMERICA FOUNDATION HEAR 2023476278 1701 RHODE ISLAND AVE NW WASHINGTON DC 20036 JILL HEATH PRESIDENT 2023476278 2025-11-05 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z JILL HEATH 1701 RHODE ISLAND AVE NW WASHINGTON DC 20036 17073570 0 X WWW.HEARTOFAMERICA.ORG X 1997 DC SEE PART III, LINE 1. 12 11 58 2482 0 0 12171839 16289536 2659394 98915 673313 656626 12929 17809 15517475 17062886 321241 310349 0 0 3864593 4616818 0 0 680914 9965707 11626447 14151541 16553614 1365934 509272 19858884 21540338 14093513 15265695 5765371 6274643 X 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. 0 0 13504052 151419 98915 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SUPPORT IN ENRICHING STUDENT LIVES, HELPING THEM REGAIN LOST OPPORTUNITIES FOR LEARNING BECAUSE OF DILAPIDATED AND OUTDATED FACILITIES.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. 1171927 158930 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. 14675979 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 28 0 1 58 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL MD MN NY UT X X JILL HEATH 2023476278 1701 RHODE ISLAND AVE NW WASHINGTON DC 20036 JILL HEATH PRESIDENT 60.00 X X 260000 0 10323 KAREN DUNCAN CHAIRPERSON 2.00 X X 0 0 0 ERIC SCHEWEIKERT TREASURER 1.00 X X 0 0 0 KELLY BOZARTH BOARD MEMBER 0.50 X 0 0 0 HOWARD BYCK BOARD MEMBER 0.50 X 0 0 0 MARY CHRIST-ERWIN BOARD MEMBER 0.50 X 0 0 0 MARCIA BULLARD BOARD MEMBER 0.50 X 0 0 0 STEVE KAUFMAN BOARD MEMBER 0.50 X 0 0 0 TERRY MCDONOUGH BOARD MEMBER 0.50 X 0 0 0 SCOTT NELSON BOARD MEMBER 0.50 X 0 0 0 LATANYA MCDADE BOARD MEMBER 0.50 X 0 0 0 YOLI STANCIL BOARD MEMBER 0.50 X 0 0 0 BELINDA HARRIS VICE PRESIDENT, DEVELOPMENT 50.00 X 170000 0 27572 TOM HELWIG SENIOR VICE PRESIDENT, OPERATIONS 50.00 X 190000 0 7061 KATHRYN SORESTAD VICE PRESIDENT, GOVERNMENT AFFAIRS 50.00 X 162500 0 16908 HETAL PATEL VICE PRESIDENT, FINANCE 50.00 X 166500 0 6599 PAM BRYDEN VICE PRESIDENT, HR AND ADMIN 50.00 X 164500 0 6480 1113500 0 74943 11 0 1 0 GOOD NEWS DEVELOPMENT 16278 NE 11TH STREET FOURT LAUDERDALE FL 33304 GENERAL CONTRACTOR 786294 C70 BUILDERS 7119 31ST AVENUE N MINNEAPOLIS MN 55427 GENERAL CONTRACTOR 772940 AVANTIS EDUCATION 519 W GOLF ROAD ARLINGTON HEIGHTS IL 60005 SUPPLIER 597004 ATMOSPHERE COMMERCIAL INTERIORS SDS 12-1696 PO BOX 86 MINNEAPOLIS MN 55416 SUPPLIER 510672 FIERO DESIGN 295 FRONT STREET 2ND FLOOR BROOKLYN NY 11201 CONSULTANT 501800 26 26000 833500 15430036 488787 16289536 CONTRACTS 900099 98915 98915 98915 656993 656993 367 -367 -367 -367 13015 26000 10317 2698 2698 CREDIT CARD REWARDS 900099 15111 15111 15111 17062886 98915 0 674435 X 310349 310349 270323 110832 24329 135162 3670854 2643415 732816 294623 108420 101450 3819 3151 253300 225435 10110 17755 313921 215337 68749 29835 35395 35395 4317890 4117783 71392 128715 546702 513838 28929 3935 161830 72798 56832 32200 150163 135276 9184 5703 519162 380022 121621 17519 6324 5629 252 443 10968 8682 1603 683 PROGRAM MATERIALS 5794405 5794295 110 LITERACY CELEBRATION 38040 38040 DUES AND SUBSCRIPTIONS 36295 409 24851 11035 EQUIPMENT EXPENSE 4397 35 4362 4876 2354 2367 155 16553614 14675979 1196721 680914 633142 743922 16761249 18018242 669735 805605 31726 16012 1387193 1617649 250231 197297 59136 36734 5746 22402 119862 119209 19858884 21540338 559898 946065 13533615 14319630 14093513 15265695 X 4494495 5307970 1270876 966673 5765371 6274643 19858884 21540338 509272 0 X 0 1 X 1 0 X 8888948 12770616 14368051 12171839 16289536 64488990 8888948 12770616 14368051 12171839 16289536 64488990 46464681 18024309 222712 63625 199431 673313 656993 1816074 2698 2698 35870 28511 22608 20995 15111 123095 66430857 4050814 0.27130 0.26030 X HEART OF AMERICA FOUNDATION QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(E)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:1. ITS SUPPORT, AS REPORTED FOR 2024, IS 27.13%, THEREBY NOT THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(I).2. IT IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(II). EXAMPLES OF RECENT EFFORTS BY THE ORGANIZATION INCLUDE:DURING 2024, THE HEART OF AMERICA RECEIVED FUNDING FROM NUMEROUS INDIVIDUALS, FOUNDATIONS, AND CORPORATIONS THROUGH GENERAL DONATIONS, SPECIFIC PROJECT SUPPORT, BOOK DRIVES, AND BOOK DONATIONS. THE ORGANIZATION HAS BEEN FORTUNATE TO SERVE INDIVIDUALS THROUGHOUT THE COUNTRY DUE TO THE SPECIFIC SUPPORT OF SOME MAJOR CORPORATE CONTRIBUTORS AND BOOK PUBLISHERS. HEART OF AMERICA ALSO UTILIZES SOCIAL MEDIA SUCH AS FACEBOOK AND TWITTER AND ITS WEBSITE TO SHARE INFORMATION ABOUT ITS PROGRAMS AND ACTIVITIES.3. HEART OF AMERICA'S PUBLIC SUPPORT, AT 27.13%, IS ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(II).4. IN MEETING THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(I), HEART OF AMERICA HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. IN THIS RESPECT, HEART OF AMERICA MEETS THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(IV).5. HEART OF AMERICA, THROUGH ITS PROGRAMS, INSPIRES ACTS OF SERVICE AND A LOVE OF READING BY BUILDING COMMUNITY AND PROVIDING CHILDREN IN NEED WITH THE TOOLS TO READ, SUCCEED, AND MAKE A DIFFERENCE. ITS PROGRAMS UNIQUELY COMBINE VOLUNTEERISM AND LITERACY. IN THIS MANNER, HEART OF AMERICA MEETS THE REQUIREMENT OF SEC. 1.170A-9(E)(3)(VI). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000 X PROGRAMMATIC ACTIVITIES 0 49065 26663 22402 10071 10071 0 22402 REFUNDABLE ADVANCES 14210214 OPERATING LEASE LIABILITY 109416 14319630 17517794 444591 10317 454908 17062886 0 17062886 17008522 444591 10317 454908 16553614 0 16553614 PART III, LINE 4: ARTWORK IS THE VALUE OF THE MOLDS AND THE RIGHTS TO THE MOLD FOR THE HERO OF THE HEART AND HALAMANDARIS AWARDS DESIGNED BY FAMED SCULPTOR FRANK ELISCU. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED AS EXPENSE ON THE 10,317. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED AS EXPENSE ON THE 10,317. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B FALL FUNDRAISER 39015 26000 13015 4292 4191 1833 39015 26000 13015 4292 4191 1833 10316 2699 1 SANTA ANA UNIFIED SCHOOL DISTRICT 1601 E CHESTNUT AVENUE SANTA ANA CA 92701 330383385 115 0 14501 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS NEW BRUNSWICK PUBLIC SCHOOLS 268 BALDWIN STREET NEW BRUNSWICK NJ 08901 461150910 115 0 18378 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS HAYWARD UNIFIED SCHOOL DISTRICT 24411 AMADOR STREET HAYWARD CA 94544 941693499 115 0 10500 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS WACO INDEPENDENT SCHOOL DISTRICT 501 FRANKLIN AVENUE WACO TX 76701 746002532 115 0 6396 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS CHINLE UNIFIED SCHOOL DISTRICT 191 INDIAN ROUTE 7 CHINLE AZ 86503 866006232 115 0 14167 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS PLEASANT HILL ELEMENTARY 6405 CIRCLE S ROAD AUSTIN TX 78745 746085716 115 0 15159 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS WILSON ELEMENTARY SCHOOL 133 TUNISON ROAD NEW BRUNSWICK NJ 08901 226002128 115 0 15075 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS MONROE ELEMENTARY SCHOOL 417 E CENTRAL AVENUE SANTA ANA CA 92707 952798223 115 0 26476 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS MARTIN ELEMENTARY SCHOOL 35 SCHOOL STREET SOUTH SAN FRANCISCO CA 94080 872694564 115 0 8652 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS YMCA SOUTHERN NEVADA 4141 MEADOWS LANE LAS VEGAS NV 89107 880059266 501(C)(3) 0 5660 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS SAMUEL COLERIDGE TAYLOR ELEMENTARY 507 W PRESTON STREET BALTIMORE MD 21201 522062435 115 0 11353 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS WORCESTER PUBLIC SCHOOLS 20 IRVING STREET WORCESTER MA 01609 480014180 115 0 17164 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS CENTRAL CONSOLIDATED SCHOOL DISTRICT PO BOX 1199 HIGHWAY 64 OLD HIGH SCHOOLROAD SHIPROCK NM 87240 102379519 115 0 6248 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS JACOB HIATT ELEMENTARY SCHOOL 772 MAIN STREET WORCESTER MA 01610 106244288 115 0 14589 FMV BOOKS, FURNITURE, PROGRAM MATERIALS EDUCATION MATERIALS 14 0 PART I, LINE 2: BOOKS ARE DISTRIBUTED TO CHILDREN AT SITES (SCHOOLS AND ORGANIZATIONS THAT SERVE YOUTH) IN UNDER-RESOURCED COMMUNITIES VIA OUR RESOURCES AND TRANSFORMATION PROGRAMS. TYPICALLY, SCHOOLS OR SITES SELECTED HAVE A MINIMUM OF 65% OF THEIR STUDENTS ON THE FREE/REDUCED MEAL PROGRAM. BOOKS ARE PROVIDED DIRECTLY TO STUDENTS, CLASSROOMS AND/OR LIBRARIES. X X 0 0 0 0 0 0 0 1 0 JILL HEATH PRESIDENT 260000 0 0 0 0 0 10323 0 0 0 270323 0 0 0 BELINDA HARRIS VICE PRESIDENT, DEVELOPMENT 170000 0 0 0 0 0 6539 0 21033 0 197572 0 0 0 TOM HELWIG SENIOR VICE PRESIDENT, OPERATIONS 180000 0 10000 0 0 0 7061 0 0 0 197061 0 0 0 KATHRYN SORESTAD VICE PRESIDENT, GOVERNMENT AFFAIRS 162500 0 0 0 0 0 4550 0 12358 0 179408 0 0 0 HETAL PATEL VICE PRESIDENT, FINANCE 166500 0 0 0 0 0 6545 0 54 0 173099 0 0 0 PAM BRYDEN VICE PRESIDENT, HR AND ADMIN 164500 0 0 0 0 0 6480 0 0 0 170980 0 0 0 PART I, LINE 7 TOM HELWIG RECEIVED A DISCRETIONARY MERIT BONUS OF $10,000 SUBSTANCIAL CONTRIBUTOR SUBSTANCIAL CONTRIBUTOR PROVIDED SOLAR AMTERIALS FOR PROJECTS 79370 SOLAR MATERIALS 0 X 175580 RETAIL VALUE X PROG MATERIALS 5 313207 VENDOR VALUATION 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. SCHEDULE M, LINE 31: THE HEART OF AMERICA ONLY ACCEPTS DONATIONS THAT ARE OF USE IN ITS PROGRAMMATIC ACTIVITIES AND/OR GENERAL OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY HOA'S AUDITING FIRM AND REVIEWED BY THE FINANCE LEAD, PRESIDENT OF HOA, AND THE FINANCE COMMITTEE. IT WAS THEN SHARED WITH THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL EMPLOYEES HAVE RECEIVED A COPY OF THE WRITTEN POLICY AND IT IS PART OF THE EMPLOYEE MANUAL. THE PRESIDENT ADDRESSES ANY CONFLICTS THAT AROSE RELATED TO EMPLOYEE CONFLICTS OF INTEREST. THE BOARD HAS A SEPARATE CONFLICT OF INTEREST POLICY REQUIRING MEMBERS TO DISCLOSE POTENTIAL CONFLICTS TO THE CHAIRMAN OF THE BOARD, OR IF THE POTENTIAL CONFLICT INVOLVES THE CHAIRMAN, THE CHAIRMAN NOTIFIES THE CHAIRMAN OF THE CORPORATE GOVERNANCE COMMITTEE. UPON DETERMINATION THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST DISCLOSES THE CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS, AND DISCLOSURES ARE RECORDED IN THE BOARD MINUTES OF THE MEETING AT WHICH IT IS MADE. AN INDIVIDUAL MAY ALSO RECUSE HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN A BOARD MEETING IN WHICH THEY BELIEVE THEY MAY HAVE A CONFLICT OF INTEREST. THE CHAIRMAN TAKES ACTION AS IS NECESSARY TO ASSURE THAT THE TRANSACTION INVOLVING A CONFLICT OF INTEREST IS COMPLETED IN THE BEST INTEREST OF THE FOUNDATION WITHOUT THE SUBSTANTIVE INVOLVEMENT OF THE PERSON WHO HAS THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING CURRENT COMPENSATION LEVELS FOR THE PRESIDENT. A WRITTEN RECOMMENDATION IS MADE TO THE CHAIRMAN NOTING THEIR PROCESS AND FINAL RECOMMENDATION. THE CHAIRMAN OF THE COMMITTEE PRESENTS THEIR RECOMMENDATION TO THE FULL BOARD IN EXECUTIVE SESSION WITHOUT THE PRESIDENT PRESENT. FACTORS CONSIDERED BY THE COMMITTEE INCLUDE COMPENSATION DATA FOR OTHER EXECUTIVES IN THE NON-PROFIT SECTOR WITH COMPARABLE BUDGETS AND STAFF, THE TENURE AND PERFORMANCE OF THE INDIVIDUAL AS WELL AS THE ECONOMIC REALITY OF THE ORGANIZATION'S FINANCIAL CONDITION. A PERFORMANCE REVIEW OF THE PRESIDENT'S SERVICE WAS CONDUCTED IN FEBRUARY 2024. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSTRUCTION AND CONSULTING: PROGRAM SERVICE EXPENSES 4,117,783. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,117,783. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 128,715. TOTAL EXPENSES 128,715. CONSULTING AND PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 71,392. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,392.