Appalachian Headwaters INC: FY2020 Nonprofit Profile & Form 990 (EIN 81-1405442)

Revenue by fiscal year
FY2020	$6.0M
FY2021	$7.8M
FY2022	$9.4M
FY2023	$3.0M
FY2024	$2.8M

Expenses by fiscal year
FY2020	$2.5M
FY2021	$2.7M
FY2022	$2.5M
FY2023	$2.5M
FY2024	$3.0M

Net assets by fiscal year
FY2020	$21.5M
FY2021	$27.1M
FY2022	$32.9M
FY2023	$35.3M
FY2024	$36.4M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

40 cents of each dollar spent went to programs.

40%

60%

Program services 40% · $976K Management & general 60% · $1.5M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $94K paid to officers and key staff.

Part VII, Section A · reportable compensation

Joseph M Lovett

Executive Director

$94,436Pt VII · Sec A

Dr Margaret Palmer

Board Member

$0Pt VII · Sec A

Richard Fell

Board Member

$0Pt VII · Sec A

Evan Hansen

Chairman

$0Pt VII · Sec A

Joseph M Lovett’s $131K as Executive Director is at the 53rd percentile of top reported officer pay among 1851 $1–10M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Joseph M Lovett	$130,974	$124,969	$119,137	$120,567	$94,436

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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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Restores streams, forests, and communities in Central Appalachia.

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Provided by the organization

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1 program · $976K · in their own filed words · FY2020

01

Improve streams, forests and communities throughout central appalachia

$976Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

The D J McManus Foundation INCFY2024$10K

Total grants receivedfrom 1 funder$10K

Grants paid · 25 grants · $296K · 2020–2024

Yew Mountain CenterWV · FY2024$20,000

Individual RecipientFY2024$17,000

Save the ChildrenFY2024$10,000

Wellspring of Greenbrier INCWV · FY2024$5,000

Lewisburg Fairlea Food LockerFY2024$5,000

Manna Meal INCWV · FY2023$10,000

Ronceverte Food Pantry INCWV · FY2023$5,000

Alderson Food PantryFY2023$5,000

Wellspring of Greenbrier INCWV · FY2023$5,000

Lewisburg Fairlea Food LockerFY2023$5,000

Individual RecipientFY2023$5,000

International Rescue Committee INCNY · FY2022$7,500

Doctors Without BordersFY2022$5,000

Lewisburg Volunteer Fire DepartmentFY2022$500

International Rescue Committee INCNY · FY2021$15,500

See all 25 grants →

By the numbers

The FY2020 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$6.0M

Ln 12

Fees for servicesLn 2g$5.7M

Gifts and grantsLn 1h$871K

Investment incomeLn 3$111K

Money outPt IX

$2.5M

Ln 25

Programscol B$976K

Managementcol C$1.5M

Owns and owesPt X

$21.5M

net assets · Ln 32

Cash and savingsLn 1–2$1.2M

Total assetsLn 16$21.8M

LiabilitiesLn 26$233K

PeoplePt VI, VII

4

listed · VII A

PaidVII A1

Voting boardVI 1a4

IndependentVI 1b3

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$871K

Government grantsLn 1e$858K

Fees for servicesLn 2g$5.7M

Investment incomeLn 3$111K

Gains on assetsLn 7−$742K

Total revenueLn 12$6.0M

Assets in detailPt X, end of year

CashLn 1$1.2M

Cash and savings togetherLn 1–2$1.2M

InvestmentsLn 11–13$17.6M

Land, buildings, equipmentLn 10c$3.0M

Total assetsLn 16$21.8M

LiabilitiesLn 26$233K

Net assetsLn 32$21.5M

OperationsPt I, VI

EmployeesI 571

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$1.2M	$1.2M
InvestmentsLn 11–13	$14.4M	$17.6M
Land, buildings, equipmentLn 10c	$2.5M	$3.0M
Total assetsLn 16	$18.1M	$21.8M
LiabilitiesLn 26	$164	$233K
Net assetsLn 32	$18.1M	$21.5M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$184K	$184K
Pay of current officers, directors and key staffLn 5	$94K		$94K
Other salaries and wagesLn 7	$885K	$359K	$526K
Pension plan contributionsLn 8	$53K	$30K	$24K
Other employee benefitsLn 9	$112K	$62K	$49K
Payroll taxesLn 10	$85K	$32K	$54K
Legal feesLn 11b	$2K		$2K
Accounting feesLn 11c	$11K	$4K	$8K
Investment management feesLn 11f	$45K		$45K
Other fees for servicesLn 11g	$147K	$99K	$48K
Advertising and promotionLn 12	$11K	$6K	$5K
Office expensesLn 13	$26K	$15K	$10K
OccupancyLn 16	$116K		$116K
TravelLn 17	$10K	$4K	$6K
Depreciation, depletion and amortizationLn 22	$160K		$160K
InsuranceLn 23	$122K	$8K	$114K
Other expenses (24a–d)Ln 24	$288K	$166K	$123K
All other expensesLn 24e	$107K	$8K	$99K
Total functional expensesLn 25	$2.5M	$976K	$1.5M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 LatestFiled with the IRS Nov 14, 2025	$2.8M	$3.0M	−$225K	$36.4M	990 PDF
FY2023Filed with the IRS Nov 13, 2024	$3.0M	$2.5M	$516K	$35.3M	990 PDF
FY2022Filed with the IRS Nov 14, 2023	$9.4M	$2.5M	$6.9M	$32.9M	990 PDF
FY2021Filed with the IRS Nov 10, 2022	$7.8M	$2.7M	$5.2M	$27.1M	990 PDF
FY2020 ViewingFiled with the IRS Nov 13, 2021	$6.0M	$2.5M	$3.6M	$21.5M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $6,037,039 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $668,953$870,571

I-9 Program service revenuePrior year $7,204,400$5,746,738

I-10 Investment incomePrior year $489,945−$630,301

I-11 Other revenuePrior year $3,834$50,031

I-12 Total revenuePrior year $8,367,132$6,037,039

I-13 Grants and similar amounts paid$183,850

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $1,324,654$1,230,218

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $846,071$1,046,424

I-18 Total expensesPrior year $2,170,725$2,460,492

I-19 Revenue less expensesPrior year $6,196,407$3,576,547

Part VI · Governance 3 of 4 board members independent, 3 to look at

VI-1a Voting members of the governing body4

VI-1b Independent voting members3

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-2 Family or business relationship among officers or directorsNo

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $6,037,039 across 9 lines filed

VIII-1e Government grants$858,048

VIII-1f All other contributions, gifts and grants$12,523

VIII-1h Total contributions, gifts and grants$870,571

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,746,738$5,746,738

VIII-3 Investment incomeExcluded from tax $111,405$111,405

VIII-6 Net rental income or lossRelated to mission $5,000$5,000

VIII-7 Net gain or loss on sales of assetsRelated to mission $1,713 · Excluded from tax −$743,419−$741,706

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $45,031$45,031

VIII-12 Total revenueRelated to mission $5,798,482 · Unrelated business $0 · Excluded from tax −$632,014$6,037,039

Part IX · Statement of functional expenses $2,460,492 across 18 lines filed

IX-1 Grants to domestic organizationsPrograms $183,850$183,850

IX-5 Pay of current officers, directors and key staffManagement $94,436$94,436

IX-7 Other salaries and wagesPrograms $359,227 · Management $525,965$885,192

IX-8 Pension plan contributionsPrograms $29,773 · Management $23,659$53,432

IX-9 Other employee benefitsPrograms $62,412 · Management $49,344$111,756

IX-10 Payroll taxesPrograms $31,599 · Management $53,803$85,402

IX-11b Legal feesManagement $2,380$2,380

IX-11c Accounting feesPrograms $3,960 · Management $7,525$11,485

IX-11f Investment management feesManagement $45,111$45,111

IX-11g Other fees for servicesPrograms $98,538 · Management $48,493$147,031

IX-12 Advertising and promotionPrograms $6,008 · Management $5,297$11,305

IX-13 Office expensesPrograms $15,438 · Management $10,406$25,844

IX-16 OccupancyManagement $116,159$116,159

IX-17 TravelPrograms $4,150 · Management $5,621$9,771

IX-22 Depreciation, depletion and amortizationManagement $160,327$160,327

IX-23 InsurancePrograms $7,920 · Management $114,122$122,042

IX-24 Other expenses (24a–d)Programs $165,526 · Management $122,614$288,140

IX-24e All other expensesPrograms $7,507 · Management $99,322$106,829

IX-25 Total functional expensesPrograms $975,908 · Management $1,484,584 · Fundraising $0$2,460,492

Part X · Balance sheet $21,775,546 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $1,194,622$1,193,143

X-10c Land, buildings and equipment, netStart of year $2,514,921$2,960,547

X-11 Publicly traded securitiesStart of year $14,387,111$17,621,856

X-16 Total assetsStart of year $18,096,654$21,775,546

X-17 Accounts payable and accrued expensesStart of year $164$673

X-24 Unsecured notes and loans payable$232,778

X-26 Total liabilitiesStart of year $164$233,451

X-27 Net assets without donor restrictionsStart of year $18,096,490$21,542,095

X-32 Total net assets or fund balancesStart of year $18,096,490$21,542,095

X-33 Total liabilities and net assetsStart of year $18,096,654$21,775,546

Part XI · Reconciliation of net assets $21,542,095 net assets at year end

XI-1 Total revenue$6,037,039

XI-2 Total expenses$2,460,492

XI-3 Revenue less expenses$3,576,547

XI-4 Net assets at start of year$18,096,490

XI-5 Net unrealized gains (losses) on investments−$130,942

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$21,542,095

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Appalachian Headwaters INC FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

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

Questions the 990 asks

Programs and updates

Questions for Appalachian Headwaters INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV