Heritage Estates Mutual Water Company is located in Gilroy, CA. The organization was established in 2008. According to its NTEE Classification (Y23) the organization is classified as: Mutual Insurance Companies & Associations, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heritage Estates Mutual Water Company is a 501(c)(12) and as such, is described as a "Benevolent Life Insurance Association, Mutual Ditch or Irrigation Company, Mutual or Cooperative Telephone Company" by the IRS.
For the year ending 12/2023, Heritage Estates Mutual Water Company generated $17.0k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.7% each year. All expenses for the organization totaled $24.8k during the year ending 12/2023. While expenses have increased by 4.0% per year over the past 8 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
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
PROVIDE DRINKING WATER
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Paul Camacho President | 0 | $0 | |
Bob Sweeny Secretary | 0 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $17,021 |
Total Program Service Revenue | $0 |
Membership dues | $0 |
Investment income | $0 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $0 |
Total Revenue | $17,021 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $0 |
Professional fees and other payments to independent contractors | $980 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $0 |
Other expenses | $23,860 |
Total expenses | $24,840 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $0 |
Other assets | $0 |
Total assets | $88,929 |
Total liabilities | $913 |
Net assets or fund balances | $88,016 |
Organization Name | Assets | Revenue |
---|---|---|
Apple Valley Fire Protection District Retiree Hra Trust Apple Valley, CA | $4,033,135 | $940,909 |
Advanced Providers Insurance Risk Retention Group Inc Phoenix, AZ | $1,532,421 | $82,083 |
Colorado Health Insurance Cooperative Inc San Francisco, CA | $4,168,692 | -$825,339 |
Heritage Estates Mutual Water Company Gilroy, CA | $88,929 | $0 |
California Life Insurance Guaranty Association Roseville, CA | $80,932,488 | $26,129,771 |