CEnvironmentEIN: 815237557· Ruling Year: 2017

Heritage Preservation Trust Inc

Edgefield, South Carolina

B+Health Score
65B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

💰
$2.3M
Total Revenue
📊
$1.1M
Total Expenses
🏦
$12.6M
Net Assets
📋
$114K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-30.3%
Year-over-year change (2021 → 2022)
Net Margin
+53.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.74
Net assets divided by total expenses
Liabilities-to-Assets
0.9%
Total liabilities as % of total assets

Filing History

6 filings on record
YearRevenueExpensesAssets
2022$2,293,62230%$1,069,9715%$12,672,4893%
2021$3,291,57215%$1,014,2224%$13,057,88422%
2020$2,870,8217%$1,059,4747%$10,729,51821%
2019$2,681,50917%$987,298$8,835,43521%
2018$3,220,49747%$991,196610%$7,296,47121%
2017$6,043,386$139,580$6,010,406

Frequently Asked Questions

What does Heritage Preservation Trust Inc do?

Heritage Preservation Trust Inc is a environment nonprofit organization based in South Carolina. It is classified under NTEE code C35 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Heritage Preservation Trust Inc financially healthy?

Based on our 9-metric Financial Health Score model, Heritage Preservation Trust Inc has a score of 65/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Heritage Preservation Trust Inc generate?

Heritage Preservation Trust Inc reports $1.5M in annual revenue and holds $12.3M in total assets, based on IRS filings.

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