Nonprofit screen
Screen a listHeritage Housing Partners
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$3.9Mrevenue
FY2024 · +18% in 3 yrs7staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−29.3%
Months of reserve2.6mo
Revenue growth (annualized)+48.3%
Middle half of peersMedianHeritage Housing Partners
Where the money goes FY2024 · $5.1M spent
Programs$4.9M97%Management and general$162k3%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$490k in FY2022 and −$1.1M in FY2024. Cash covers 2.6 months, under the peer median of 4.4.
990 Part I and balance sheetIn its favor2
Growing faster than peers
Revenue up 48% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 3 of its 3 returns, 6% of revenue in FY2023.
990 Part VIII7funders
$123ka year, last 3 years
54%from its largest funder
Funder’19’20’21’22’23The Jim Hicks Family FoundationSince FY2021$25k$30k$40kHhp Capital IncOn and off$44kThe Louise M Flicker and Perry G Flicker Foundation U/T/A Dated 05/27/97On and off$15kDonor-advised giftsDonors not disclosed$25k$12$16$210k$6k
FundedThrough a donor-advised fund