Heritage Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,406,516 | 1,180,463 | 226,053 | 17.5 | 41% |
| 2012 | 647,938 | 968,293 | −320,355 | 15.8 | 55% |
| 2013 | 1,070,150 | 867,786 | 202,364 | 21.1 | 57% |
| 2014 | 1,227,243 | 934,163 | 293,080 | 23.3 | 53% |
| 2015 | 1,461,390 | 1,580,392 | −119,002 | 12.5 | 32% |
| 2016 | 793,240 | 1,096,774 | −303,534 | 14.2 | 49% |
| 2017 | 952,399 | 1,134,307 | −181,908 | 14.4 | 50% |
| 2018 | 991,032 | 1,115,912 | −124,880 | 13.2 | 55% |
| 2019 | 678,775 | 904,967 | −226,192 | 11.7 | 45% |
| 2020 | 533,324 | 798,744 | −265,420 | 9.3 | 10% |
| 2021 | 464,148 | 399,184 | 64,964 | 20.5 | 59% |
| 2022 | 740,188 | 466,456 | 273,732 | 22.6 | 59% |
| 2023 | 988,709 | 437,462 | 551,247 | 39.4 | 60% |
In its most recent public year (2023), this organization brought in $551,247 more than it spent. Its reserves stood at about 39.4 months of spending, up from 17.5 in 2011. Staff pay was 60% of spending. $1,265,408 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
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