Heritage Services
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 475,760 | 989,027 | −513,267 | 33.8 | 59% |
| 2012 | 852,093 | 887,845 | −35,752 | 39.1 | 62% |
| 2013 | 926,536 | 911,866 | 14,670 | 41.0 | 66% |
| 2014 | 992,143 | 925,900 | 66,243 | 42.2 | 69% |
| 2015 | 1,213,326 | 1,179,541 | 33,785 | 33.2 | 68% |
| 2016 | 1,106,655 | 1,401,016 | −294,361 | 26.5 | 51% |
| 2017 | 1,495,241 | 1,134,280 | 360,961 | 39.6 | 65% |
| 2018 | 2,208,089 | 2,039,514 | 168,575 | 22.6 | 40% |
| 2019 | 2,187,058 | 2,166,684 | 20,374 | 23.2 | 38% |
| 2020 | 1,601,265 | 1,036,774 | 564,491 | 55.1 | 40% |
| 2021 | 1,133,044 | 966,856 | 166,188 | 63.8 | 69% |
| 2022 | 1,371,782 | 1,015,882 | 355,900 | 56.8 | 72% |
| 2023 | 1,622,877 | 1,119,203 | 503,674 | 63.4 | 75% |
In its most recent public year (2023), this organization brought in $503,674 more than it spent. Its reserves stood at about 63.4 months of spending, up from 33.8 in 2011. Staff pay was 75% of spending. $250,000 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 Services'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