Heritage Family School
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 2,055,908 | 1,779,153 | 276,755 | 29.9 | 53% |
| 2011 | 1,904,454 | 1,816,634 | 87,820 | 29.8 | 54% |
| 2012 | 2,104,426 | 1,978,674 | 125,752 | 28.1 | 52% |
| 2013 | 2,364,306 | 2,016,247 | 348,059 | 29.7 | 54% |
| 2014 | 2,319,286 | 2,024,311 | 294,975 | 31.3 | 51% |
| 2015 | 2,012,536 | 2,118,584 | −106,048 | 29.3 | 52% |
| 2016 | 3,500,271 | 2,049,892 | 1,450,379 | 38.8 | 51% |
| 2017 | 2,140,330 | 2,156,048 | −15,718 | 37.0 | 50% |
| 2018 | 2,330,886 | 2,155,009 | 175,877 | 38.0 | 54% |
| 2019 | 2,349,981 | 2,316,237 | 33,744 | 35.5 | 51% |
| 2020 | 2,149,313 | 2,083,951 | 65,362 | 39.9 | 55% |
| 2021 | 2,314,544 | 2,324,150 | −9,606 | 35.7 | 51% |
| 2022 | 2,753,802 | 2,611,658 | 142,144 | 31.4 | 54% |
| 2023 | 2,669,540 | 2,974,633 | −305,093 | 26.4 | 55% |
In its most recent public year (2023), this organization spent $305,093 more than it brought in. Its reserves stood at about 26.4 months of spending, down from 29.9 in 2010. Staff pay was 55% of spending. $142,259 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 Family School'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