Heritage Place Phase Iii Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 127,810 | 179,265 | −51,455 | 221.2 | 12% |
| 2012 | 126,510 | 175,209 | −48,699 | 223.0 | 12% |
| 2013 | 125,983 | 171,757 | −45,774 | 224.3 | 12% |
| 2014 | 124,140 | 177,164 | −53,024 | 213.8 | 10% |
| 2015 | 125,890 | 365,359 | −239,469 | 95.8 | 8% |
| 2016 | 122,585 | 197,982 | −75,397 | 172.2 | 15% |
| 2017 | 122,322 | 209,164 | −86,842 | 158.1 | 16% |
| 2018 | 120,104 | 196,211 | −76,107 | 163.8 | 18% |
| 2019 | 133,416 | 198,879 | −65,463 | 157.7 | 19% |
| 2020 | 137,860 | 234,509 | −96,649 | 128.8 | 0% |
| 2021 | 141,022 | 209,836 | −68,814 | 140.0 | 0% |
| 2022 | 133,388 | 217,841 | −84,453 | 130.2 | 18% |
| 2023 | 382,789 | 317,855 | 64,934 | 91.5 | 26% |
In its most recent public year (2023), this organization brought in $64,934 more than it spent. Its reserves stood at about 91.5 months of spending, down from 221.2 in 2011. Staff pay was 26% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Heritage Place Phase Iii Inc's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works