Heritage Forum
- Assets
- $132.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 10/2018
- Data as of
- 12/2023
- EIN
- 83-1886950
Organization Overview
Heritage Forum is located in Birmingham, AL. The organization was established in 2018. According to its NTEE Classification (W70) the organization is classified as: Leadership Development, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heritage Forum 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 12/2023, Heritage Forum generated $172.1k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 17.7% each year . All expenses for the organization totaled $130.6k during the year ending 12/2023. 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
THE HERITAGE FORUM ENGAGES PARTICIPANTS IN AN INTERACTIVE AND COLLABORATIVE HERITAGE PROCESS, DESIGNED TO PROMPT THE EXPLORATION, DEVELOPMENT AND CREATION OF THEIR PERSONAL HERITAGE VISION. THIS VISUALIZATION OF A PREFERABLE FUTURE INCLUDES EVERY MAJOR ASPECT OF ONE'S PERSONAL AND PROFESSIONAL LIFE RELATED TO THEIR PURPOSE AND LEGACY. INTERACTIVE SESSIONS ARE FACILITATED BY A TEAM OF TALENTED AND EXPERIENCED PROFESSIONALS, EACH SPECIALIZING IN THEIR OWN RESPECTIVE AREAS OF EXPERTISE WITHIN THE REALM OF HERITAGE AND LEGACY PLANNING. THE UNIQUE, INTERACTIVE EXPERIENCE INCLUDES TEACHING SESSIONS, PANEL DISCUSSIONS, SMALL GROUP DISCUSSIONS, FIRESIDE CHATS, CASUAL SOCIALIZING, RECREATION, AND FANTASTIC MEALS.IT OPENS THE DOORS TO SELF-DISCOVERY AND PERSONAL GROWTH BY EXPLORING WHAT IT MEANS TO LIVE A PURPOSEFUL LIFE OF SIGNIFICANCE WHILE WORKING TOWARD BUILDING A LASTING LEGACY.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Duanne Donner President | 1 | $0 | |
Phil Nicaud Vice President | 1 | $0 | |
Russ Crosson Treasurer | 1 | $0 | |
Katie Burns Secretary | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $131,030 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $1,212 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $39,844 |
| Other Revenue | $0 |
| Total Revenue | $172,086 |
| 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 | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $130,564 |
| Total expenses | $130,564 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $132,913 |
| Other assets | $0 |
| Total assets | $132,913 |
| Total liabilities | $0 |
| Net assets or fund balances | $132,913 |