Heritage Community Initiatives
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,754,991 | 3,903,440 | −148,449 | 8.3 | 40% |
| 2012 | 3,406,228 | 3,375,343 | 30,885 | 9.8 | 46% |
| 2013 | 2,850,951 | 3,000,760 | −149,809 | 10.6 | 45% |
| 2014 | 2,850,237 | 3,142,506 | −292,269 | 9.5 | 42% |
| 2015 | 2,916,682 | 3,122,607 | −205,925 | 8.6 | 45% |
| 2016 | 3,213,754 | 3,274,932 | −61,178 | 7.8 | 47% |
| 2017 | 3,109,746 | 3,346,003 | −236,257 | 7.3 | 45% |
| 2018 | 3,341,174 | 3,299,204 | 41,970 | 7.5 | 43% |
| 2019 | 3,467,785 | 3,426,672 | 41,113 | 7.6 | 44% |
| 2020 | 3,982,975 | 3,555,859 | 427,116 | 8.9 | 43% |
| 2021 | 4,097,397 | 3,860,710 | 236,687 | 9.7 | 43% |
| 2022 | 4,220,898 | 4,240,400 | −19,502 | 8.4 | 42% |
| 2023 | 4,730,100 | 4,977,963 | −247,863 | 6.7 | 44% |
| 2024 | 5,636,008 | 5,830,921 | −194,913 | 5.6 | 40% |
In its most recent public year (2024), this organization spent $194,913 more than it brought in. Its reserves stood at about 5.6 months of spending, down from 8.3 in 2011. Staff pay was 40% of spending. $1,201,895 of its net assets are donor-restricted.
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 2024. 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 Community Initiatives's IRS filings as a feed — one entry per filing year, through 2024. 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