Heritage School Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 6,255,139 | 5,872,786 | 382,353 | 14.5 | 46% |
| 2012 | 9,230,300 | 6,482,123 | 2,748,177 | 18.3 | 45% |
| 2013 | 7,307,099 | 6,650,642 | 656,457 | 19.0 | 45% |
| 2014 | 6,834,586 | 6,951,534 | −116,948 | 17.9 | 46% |
| 2015 | 7,466,938 | 7,398,904 | 68,034 | 16.9 | 46% |
| 2016 | 6,739,541 | 6,859,514 | −119,973 | 18.0 | 52% |
| 2017 | 9,664,509 | 8,426,930 | 1,237,579 | 16.4 | 45% |
| 2018 | 8,481,483 | 8,273,603 | 207,880 | 16.9 | 44% |
| 2019 | 8,969,984 | 9,045,513 | −75,529 | 15.4 | 43% |
| 2020 | 9,386,929 | 9,838,031 | −451,102 | 13.5 | 45% |
| 2021 | 10,704,645 | 9,086,920 | 1,617,725 | 16.9 | 47% |
| 2022 | 10,199,628 | 9,470,901 | 728,727 | 16.9 | 47% |
| 2023 | 10,957,831 | 9,774,258 | 1,183,573 | 17.8 | 46% |
In its most recent public year (2023), this organization brought in $1,183,573 more than it spent. Its reserves stood at about 17.8 months of spending, up from 14.5 in 2011. Staff pay was 46% of spending. $4,177,895 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 School Inc'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