Heritage K-8 Charter
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,903,296 | 3,634,330 | 268,966 | 6.0 | 44% |
| 2012 | 4,892,807 | 4,492,941 | 399,866 | 6.0 | 47% |
| 2013 | 5,521,244 | 4,851,566 | 669,678 | 7.2 | 48% |
| 2014 | 4,306,454 | 4,022,593 | 283,861 | 9.5 | 43% |
| 2015 | 4,726,292 | 4,276,626 | 449,666 | 10.2 | 43% |
| 2016 | 5,870,059 | 4,940,521 | 929,538 | 11.1 | 47% |
| 2017 | 7,464,803 | 6,812,177 | 652,626 | 9.2 | 48% |
| 2018 | 10,179,229 | 10,204,810 | −25,581 | 6.1 | 56% |
| 2019 | 11,974,770 | 10,286,960 | 1,687,810 | 8.0 | 49% |
| 2020 | 11,830,810 | 13,047,810 | −1,217,000 | 5.2 | 47% |
| 2021 | 12,057,601 | 10,995,332 | 1,062,269 | 7.3 | 49% |
| 2022 | 13,882,654 | 15,239,402 | −1,356,748 | 4.2 | 46% |
| 2023 | 17,146,469 | 14,002,529 | 3,143,940 | 7.3 | 51% |
In its most recent public year (2023), this organization brought in $3,143,940 more than it spent. Its reserves stood at about 7.3 months of spending, up from 6 in 2011. Staff pay was 51% of spending. $2,609,381 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 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 K-8 Charter'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