Heritage Preservation Trust Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2017 | 6,043,386 | 139,580 | 5,903,806 | 507.6 | 0% |
| 2018 | 3,220,497 | 991,196 | 2,229,301 | 86.4 | 43% |
| 2019 | 2,681,509 | 987,298 | 1,694,211 | 107.3 | 50% |
| 2020 | 2,870,821 | 1,059,474 | 1,811,347 | 120.5 | 58% |
| 2021 | 3,291,572 | 1,014,222 | 2,277,350 | 152.8 | 60% |
| 2022 | 2,293,622 | 1,069,971 | 1,223,651 | 140.8 | 61% |
In its most recent public year (2022), this organization brought in $1,223,651 more than it spent. Its reserves stood at about 140.8 months of spending, down from 507.6 in 2017. Staff pay was 61% of spending. $6,793,276 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 2022. 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 Preservation Trust Inc's IRS filings as a feed — one entry per filing year, through 2022. 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