Heartbeat Serving Wounded Warriors EIN 03-0547294 Form 990 (PDF) Claim this org

Heartbeat Serving Wounded Warriors

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Offers emergency aid, morale support, and therapy for Wounded Warriors and their families. For fiscal year 2025 it reported $310K in revenue, $329K in expenses, and $199K in net assets.Pt I

Founded
2004
Type
Public charity (501(c)(3)) · Nonprofit
Location
Onalaska, WA
Website
www.heartbeatforwarriors.org
Filings
6 on file (2020–2025)
Revenue
$310KFY2025
Expenses
$329K
Net assets
$199K
People
5
Filings
6
Updates
0
More identity details & actions ⌄
EIN  03-0547294 Public charity (501(c)(3)) Onalaska, WA Founded 2004
Form 990 (PDF)
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Size
$100K–1M
What they do
Offers emergency aid, morale support, and therapy for Wounded Warriors and their families.
Leadership
Janice Buckley · President and Founder · $79K
Money in and out
$310K revenue, $329K expenses
Bottom line
86% program efficiency
Where the money goes · FY2025
Total revenue
$310K
Pt VIII · Ln 12
Total expenses
$329K
Pt IX · Ln 25
Net assets
$199K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$19K
Where spending went · Part IX cols B–D
Program services $0.86 Management & general $0.08 Fundraising $0.06
Program efficiency
86%
of spending reaches programs▼ -0.6% vs prior filing year
Operating runway
8.2mo
months of highly liquid reserves at operating expense rate▼ -15% vs prior filing year
Surplus margin
-6%
revenue over expenses, this year▲ +27% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$310K
FY2025▲ +3%
Expenses
$329K
FY2025+0.4%
Total assets
$199K
FY2025▼ -8%
Total liabilities
$336
FY2025▲ +151%
Total revenue
$310K
Pt VIII · Ln 12
Total expenses
$329K
Pt IX · Ln 25
Net assets
$199K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$19K
Total assetsPt X · Ln 16$199K
Program-expense ratioPt IX · col B86%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 43

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CHeartbeat Serving Wounded Warriors
EINHdr · item D03-0547294
Principal addressHdr · item COnalaska, WA
WebsiteHdr · item Jwww.heartbeatforwarriors.org
Year of formationHdr · item L2004
State of legal domicileHdr · item MWA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFJun 2009

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b3
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President and Founder
$79,200Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Janice Buckley$79,200$79,200$79,200$79,200$81,200$79,200

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services account for $284K of program spending, described in the organization's own filed words · FY2025.
01

Morale Programs include our most popular program Christmas Wish, where community families adopt military families for the holidays and give them gifts, holiday meals and friendship. In addition, we have Christmas Gift A Card Program which are beautifully sewn envelopes filled with gift cards.

$191Kprogram expense
02

Emergency Assistance provides assistance to wounded warriors and their families in the form of financial assistance, goods, and services for various needs. Examples of these include food assistance, rental assistance, gas cards or travel expenses. Support is also given for utility bills and emergency funds.

$48Kprogram expense
03

This Program Consist of 2 Programs

1. Equine Therapeutic Riding partners with horses to achieve the following goals: improved balance, muscle strength, motor development and emotional well being. A licensed PATH instructor is used. This program is also available for children with special needs of wounded warriors. 2.

$45Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants100%$310K
Investment income$88
Total revenueLn 12$310K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.86 Management & general $0.08 Fundraising $0.06
Program services86%$284K
Management & general8%$26K
Fundraising6%$19K
Total functional expensesLn 25$329K

Balance Sheet

Part X · end of year
CashLn 1$195K
Total assetsLn 16$199K
Total liabilitiesLn 26$336
Total net assetsLn 32$199K
Months of cash on handcomputed7.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $199K · Operating expenses (Pt IX) $329K · Less non-cash grants $39K · Cash operating expenses/yr $290K
8.2 months
Where the money goes
Program services
Program services $284K · Total expenses $329K
86%
Management & General
Management & general $26K · Total expenses $329K
8%
Fundraising
Fundraising $19K · Total expenses $329K
6%
Cost to raise $1
Fundraising expense (3-yr avg) $20K · Solicited contributions (3-yr avg) $299K
$0.07 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $310K · Total revenue $310K
100%
Government reliance
Government grants $0 · Total revenue $310K
0%
Earned-income share
Program service revenue $0 · Total revenue $310K
0%
Investment reliance
Investment income $88 · Total revenue $310K
+0.03%
Program self-sufficiency
Program service revenue $0 · Total expenses $329K
0%
Growth & trend
Revenue growth (YoY)
This year $310K · Prior year $303K
+3%
Revenue CAGR
FY2020 $300K · FY2025 $310K
+0.7%
Net-asset trend (YoY)
End of year $199K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $310K · Expenses $329K
-6%
Liabilities-to-Assets
Total liabilities — · Total assets $199K
Net-asset ratio
Net assets $199K · Total assets $199K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $4K · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $199K
2%
People & payroll
Highest Reported Total Compensation
Individual Janice Buckley · Reported title President and Founder · Highest reported compensation $79K · Total expenses $329K
24%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $117K · Total expenses $329K
36%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 86%
Overhead ratio 8%
Fundraising cost ratio 6%
Revenue growth 3%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 26 grants · $663K · 2020–2025
Unitemized GrantFY2025$78,527
Unitemized GrantFY2025$29,164
Unitemized GrantFY2025$27,505
Unitemized GrantFY2024$55,800
Unitemized GrantFY2024$37,634
Unitemized GrantFY2024$27,193
Unitemized GrantFY2023$61,385
Unitemized GrantFY2023$28,300
Unitemized GrantFY2023$17,313
Unitemized GrantFY2022$59,097
Unitemized GrantFY2022$33,332
Unitemized GrantFY2022$28,718
Unitemized GrantFY2021$44,044
Unitemized GrantFY2021$39,158
Unitemized GrantFY2021$20,370
Unitemized GrantFY2020$20,928
Unitemized GrantFY2020$13,205
Unitemized GrantFY2020$11,750
See all 26 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$310K revenue · viewing · ⤓ 990 PDF
FY2024$303K revenue · ⤓ 990 PDF
FY2023$297K revenue · ⤓ 990 PDF
FY2022$337K revenue · ⤓ 990 PDF
FY2021$334K revenue · ⤓ 990 PDF
FY2020$300K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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