Heritage Place Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,647,922 | 1,434,312 | 213,610 | -4.8 | 28% |
| 2012 | 1,595,687 | 1,707,000 | −111,313 | -4.8 | 23% |
| 2013 | 1,577,200 | 1,470,848 | 106,352 | -4.7 | 30% |
| 2014 | 1,737,877 | 1,529,353 | 208,524 | -2.9 | 27% |
| 2015 | 1,764,793 | 1,626,833 | 137,960 | -1.7 | 28% |
| 2016 | 1,770,129 | 1,570,828 | 199,301 | -0.3 | 27% |
| 2017 | 1,779,969 | 1,680,579 | 99,390 | 0.5 | 28% |
| 2018 | 1,842,427 | 1,691,429 | 150,998 | 1.5 | 29% |
| 2019 | 1,916,177 | 1,762,687 | 153,490 | 2.5 | 30% |
| 2020 | 1,882,151 | 1,755,280 | 126,871 | 3.4 | 30% |
| 2021 | 2,100,533 | 2,249,963 | −149,430 | 1.8 | 25% |
| 2022 | 1,983,260 | 1,728,994 | 254,266 | 4.2 | 34% |
| 2023 | 2,236,177 | 3,314,366 | −1,078,189 | -1.5 | 19% |
In its most recent public year (2023), this organization spent $1,078,189 more than it brought in. Its liabilities exceeded its net assets — reserves were below zero (-1.5 months), up from -4.8 in 2011. Staff pay was 19% 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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