Heritage Square Historical Society Burns Lafferty
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 143,069 | 79,262 | 63,807 | 6.3 | — |
| 2016 | 207,054 | 193,836 | 13,218 | 3.4 | 0% |
| 2017 | 62,481 | 70,880 | −8,399 | 7.9 | — |
| 2018 | 71,444 | 64,884 | 6,560 | 9.9 | — |
| 2019 | 76,905 | 104,073 | −27,168 | 3.0 | — |
| 2020 | 105,905 | 108,938 | −3,033 | 2.6 | — |
| 2021 | 88,930 | 80,884 | 8,046 | 4.6 | — |
| 2022 | 142,670 | 134,769 | 7,901 | 3.5 | — |
| 2023 | 81,163 | 74,763 | 6,400 | 7.3 | — |
| 2024 | 117,361 | 112,048 | 5,313 | 5.5 | — |
In its most recent public year (2024), this organization brought in $5,313 more than it spent. Its reserves stood at about 5.5 months 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 Square Historical Society Burns Lafferty'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