Heritage Account Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 93,511 | 100,456 | −6,945 | 12.0 | — |
| 2013 | 54,159 | 76,207 | −22,048 | 12.3 | — |
| 2014 | 79,412 | 45,072 | 34,340 | 30.0 | — |
| 2015 | 67,276 | 50,900 | 16,376 | 30.4 | — |
| 2016 | 78,496 | 96,627 | −18,131 | 13.8 | — |
| 2017 | 34,134 | 53,128 | −18,994 | 20.8 | — |
| 2018 | 97,285 | 56,437 | 40,848 | 28.8 | — |
| 2019 | 12,825 | 29,095 | −16,270 | 49.2 | — |
| 2020 | 21,607 | 34,981 | −13,374 | 36.3 | — |
| 2021 | 25,530 | 19,551 | 5,979 | 68.6 | — |
| 2022 | 194,999 | 65,961 | 129,038 | 43.8 | — |
| 2023 | 14,415 | 70,275 | −55,860 | 31.6 | — |
| 2024 | 104,888 | 11,794 | 93,094 | 283.0 | — |
In its most recent public year (2024), this organization brought in $93,094 more than it spent. Its reserves stood at about 283 months of spending, up from 12 in 2012.
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 Account Inc'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