Heritage Group Employee Benefit Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 19,137,432 | 19,282,553 | −145,121 | 0.0 | 0% |
| 2012 | 21,007,145 | 21,002,619 | 4,526 | 0.0 | 0% |
| 2013 | 24,261,623 | 24,453,495 | −191,872 | 0.0 | 0% |
| 2014 | 27,565,525 | 27,747,458 | −181,933 | 0.0 | 0% |
| 2015 | 29,313,458 | 29,440,511 | −127,053 | 0.0 | 0% |
| 2016 | 31,519,703 | 31,540,482 | −20,779 | 0.0 | 0% |
| 2017 | 32,606,963 | 32,087,656 | 519,307 | 0.0 | 0% |
| 2018 | 35,406,926 | 35,406,926 | 0 | 0.0 | 0% |
| 2019 | 38,003,313 | 38,003,313 | 0 | 0.0 | 0% |
| 2020 | 38,373,492 | 38,373,492 | 0 | 0.0 | 0% |
| 2021 | 43,119,896 | 43,119,896 | 0 | 0.0 | 0% |
| 2022 | 48,474,958 | 48,474,958 | 0 | 0.0 | 0% |
| 2023 | 53,321,497 | 53,321,497 | 0 | 0.0 | 0% |
| 2024 | 68,227,859 | 68,227,859 | 0 | 0.0 | 0% |
In its most recent public year (2024), this organization brought in $0 more than it spent. Its reserves stood at about 0 months of spending. Staff pay was 0% 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 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 Group Employee Benefit Trust'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