Heritage Preservation Trust
- Assets
- $1.1m
- Revenue
- $92.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Daytona Beach, FL
- Founding
- 09/2006
- Data as of
- 12/2021
- EIN
- 20-4517067
Organization Overview
Heritage Preservation Trust is located in Daytona Beach, FL. The organization was established in 2006. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heritage Preservation Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Heritage Preservation Trust generated $92.1k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.2% each year. All expenses for the organization totaled $101.0k during the year ending 12/2021. While expenses have increased by 0.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE HISTORICAL PRESERVATION AND EDUCATION THROUGH WORKSHOPS AND TOURS OF OWNED HISTORICAL PROPERTIES
Describe the Organization's Program Activity:
Part 3 - Line 4a
WEEKLY EDUCATIONAL GROUP AND TEA TOURS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Fran Dillard President | OfficerTrustee | 10 | $0 |
Dominic Morgese Treasurer | OfficerTrustee | 2 | $0 |
Shari Lessmiller Vice President | OfficerTrustee | 2 | $0 |
Debbie Reanney Secretary | OfficerTrustee | 2 | $0 |
Dave Castagnacci Director | Trustee | 2 | $0 |
John Dillard Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $535 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $7,907 |
| All other contributions, gifts, grants, and similar amounts not included above | $64,663 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $73,105 |
| Total Program Service Revenue | $19,018 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $92,123 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $3,779 |
| Office expenses | $10,774 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $10,753 |
| Insurance | $7,795 |
| All other expenses | $1,500 |
| Total functional expenses | $101,025 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,951 |
| Savings and temporary cash investments | $10,001 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,102,195 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,119,147 |
| Accounts payable and accrued expenses | $110 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $25,000 |
| Other liabilities | $0 |
| Total liabilities | $25,110 |
| Net assets without donor restrictions | $205,371 |
| Net assets with donor restrictions | $888,666 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,119,147 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Heritage Preservation Trust has recieved totaling $5,056.
| Awarding Organization | Amount |
|---|---|
Latitude At Daytona Beach Foundation Inc Tampa, FL PURPOSE: DONATION | $5,000 |
Ge Foundation Norwalk, CT PURPOSE: MATCHING GIFTS | $50 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $6 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jaeb Center For Health Research Inc Tampa, FL | $6,686,378 | $30,945,662 |
Sterling Co Gadsden, AL | $10,506,531 | $30,737,112 |
Operation Hope Inc Atlanta, GA | $42,513,861 | $45,427,739 |
Academy For Classical Education Inc Macon, GA | $50,470,204 | $22,703,116 |
Big Bend Hospice Inc Tallahassee, FL | $18,913,144 | $24,736,579 |
Second Wind Programs Inc Birmingham, AL | $5,585,002 | $12,560,505 |
New Mission Systems Inc Ft Myers, FL | $7,483,097 | $11,126,012 |
Deerwood Country Club Inc Jacksonville, FL | $10,155,508 | $6,981,612 |
Archbold Expeditions Inc Venus, FL | $92,397,695 | $5,182,964 |
Reach Up Inc Tampa, FL | $1,690,303 | $4,995,945 |
Reading Edge Academy Inc Debary, FL | $6,200,470 | $4,846,330 |
Deus Spes Mea Foundation Inc Miami, FL | $23,770,835 | $1,843,877 |