Heritage Foundation
Monterey, California
BHealth Score
58B
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Above Average
💰
$88K
Total Revenue
📊
$52K
Total Expenses
🏦
$655K
Net Assets
📋
$3K
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+17.7%
Year-over-year change (2022 → 2023)
Net Margin
+41.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.63
Net assets divided by total expenses
Liabilities-to-Assets
0.5%
Total liabilities as % of total assets
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $88,151↑18% | $51,916↓54% | $658,728↑6% | |
| 2022 | $74,864↓16% | $113,434↑130% | $623,743↓6% | — |
| 2021 | $89,293↑540% | $49,366↑49% | $663,063↑6% | — |
| 2020 | -$20,271↓103% | $33,229↓93% | $625,403↓8% | — |
| 2019 | $655,220↑44% | $482,022↑51% | $682,721↑34% | — |
| 2018 | $455,843↓35% | $318,923↓45% | $508,773↑36% | — |
| 2017 | $700,952↓14% | $583,878↓23% | $373,163↓1% | — |
| 2016 | $810,837↑4% | $758,000↑4% | $375,551↑54% | — |
| 2015 | $783,035↑6% | $730,400↑1% | $244,442↑1% | — |
| 2014 | $736,708↓21% | $724,357↑6% | $241,807↓5% | — |
| 2013 | $928,921↑105% | $682,999↑49% | $254,456↑134% | — |
| 2012 | $453,417↑410% | $458,710↑253% | $108,534↑685% | — |
| 2011 | $88,919 | $129,876 | $13,827 | — |
Frequently Asked Questions
What does Heritage Foundation do?▼
Heritage Foundation is a human services nonprofit organization based in California. It is classified under NTEE code P99 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Heritage Foundation financially healthy?▼
Financial health scoring requires Form 990 filing data. Check back as we process more filings for Heritage Foundation.
How much revenue does Heritage Foundation generate?▼
Heritage Foundation reports $55K in annual revenue and holds $533K in total assets, based on IRS filings.
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