Heritage South Community Cu
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 11,910,775 | 10,958,526 | 952,249 | 17.5 | 23% |
| 2012 | 11,691,759 | 10,235,980 | 1,455,779 | 20.4 | 25% |
| 2013 | 11,212,136 | 9,424,084 | 1,788,052 | 22.3 | 28% |
| 2014 | 11,144,287 | 8,706,510 | 2,437,777 | 29.3 | 31% |
| 2015 | 11,600,756 | 9,313,100 | 2,287,656 | 30.3 | 35% |
| 2016 | 12,884,659 | 10,413,194 | 2,471,465 | 30.3 | 33% |
| 2017 | 14,644,602 | 11,508,903 | 3,135,699 | 30.7 | 34% |
| 2018 | 16,843,304 | 14,026,740 | 2,816,564 | 27.6 | 31% |
| 2019 | 18,115,825 | 15,076,027 | 3,039,798 | 28.2 | 29% |
| 2020 | 17,539,374 | 14,519,210 | 3,020,164 | 31.7 | 30% |
| 2021 | 17,719,881 | 13,889,101 | 3,830,780 | 35.7 | 33% |
| 2022 | 17,607,679 | 14,056,011 | 3,551,668 | 35.4 | 36% |
| 2023 | 19,988,135 | 17,626,194 | 2,361,941 | 32.4 | 32% |
In its most recent public year (2023), this organization brought in $2,361,941 more than it spent. Its reserves stood at about 32.4 months of spending, up from 17.5 in 2011. Staff pay was 32% 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 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
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