Lake Heritage Property Owners Asso
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 1,078,192 | 1,003,957 | 74,235 | 22.2 | 41% |
| 2013 | 1,116,964 | 1,139,604 | −22,640 | 19.3 | 39% |
| 2014 | 1,132,836 | 1,080,900 | 51,936 | 21.0 | 41% |
| 2015 | 1,180,662 | 1,142,920 | 37,742 | 20.2 | 40% |
| 2016 | 1,278,294 | 1,123,861 | 154,433 | 22.2 | 41% |
| 2017 | 1,371,518 | 1,111,660 | 259,858 | 25.3 | 42% |
| 2018 | 1,430,580 | 1,159,220 | 271,360 | 27.0 | 43% |
| 2019 | 1,444,042 | 1,250,603 | 193,439 | 26.9 | 41% |
| 2020 | 1,464,856 | 1,281,851 | 183,005 | 28.0 | 42% |
| 2021 | 1,487,793 | 1,232,869 | 254,924 | 31.6 | 44% |
| 2022 | 1,515,374 | 1,232,594 | 282,780 | 34.3 | 43% |
| 2023 | 1,329,056 | 1,238,661 | 90,395 | 35.0 | 40% |
In its most recent public year (2023), this organization brought in $90,395 more than it spent. Its reserves stood at about 35 months of spending, up from 22.2 in 2012. Staff pay was 40% 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
Lake Heritage Property Owners Asso'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