Civic Intelligence

Heritage Preservation Trust Inc

EIN 20-4517067 • 501(c)3 • Daytona Beach, FL

Profile

Trust mission is historical preservation and education through workshops and tours of owned historical properties.

1000 S Peninsula DrDaytona Beach, FL 32118

www.heritagepreservationtrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.36x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

9th percentile

-36%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.3%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$1,093,893

Down $25,254 (-2.3%) from 2021

Liabilities

Flat

$25,110

Flat from 2021

Net Assets

Down

$1,068,783

Down $25,254 (-2.3%) from 2021

Operations
Liabilities / Revenue76th percentileNet Margin9th percentile

Revenue

Down

$69,474

Down $22,649 (-25%) from 2021

Expenses

Down

$94,728

Down $6,297 (-6.2%) from 2021

Net Income

Down

-$25,254

Down $16,352 (-184%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $437,966Liabilities 2011: $0Net Assets 2011: $437,9662011Assets 2012: $965,232Liabilities 2012: $0Net Assets 2012: $965,2322012Assets 2013: $1,036,279Liabilities 2013: $0Net Assets 2013: $1,036,2792013Assets 2014: $1,033,491Liabilities 2014: $0Net Assets 2014: $1,033,4912014Assets 2015: $1,023,980Liabilities 2015: $0Net Assets 2015: $1,023,9802015Assets 2016: $999,442Liabilities 2016: $5,405Net Assets 2016: $994,0372016Assets 2017: $1,039,046Liabilities 2017: $0Net Assets 2017: $1,039,0462017Assets 2018: $1,054,246Liabilities 2018: $9,750Net Assets 2018: $1,044,4962018Assets 2019: $1,096,910Liabilities 2019: $12,110Net Assets 2019: $1,084,8002019Assets 2020: $1,201,164Liabilities 2020: $41,801Net Assets 2020: $1,159,3632020Assets 2021: $1,119,147Liabilities 2021: $25,110Net Assets 2021: $1,094,0372021Assets 2022: $1,093,893Liabilities 2022: $25,110Net Assets 2022: $1,068,7832022

Highlighted filing

2022

Assets$1,093,893
Liabilities$25,110
Net Assets$1,068,783
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $34,145Expenses 2011: $24,277Net Income 2011: $9,8682011Revenue 2012: $559,186Expenses 2012: $31,920Net Income 2012: $527,2662012Revenue 2013: $123,643Expenses 2013: $52,705Net Income 2013: $70,9382013Revenue 2014: $78,193Expenses 2014: $81,006Net Income 2014: -$2,8132014Revenue 2015: $90,614Expenses 2015: $100,125Net Income 2015: -$9,5112015Revenue 2016: $97,398Expenses 2016: $77,156Net Income 2016: $20,2422016Revenue 2017: $95,903Expenses 2017: $81,560Net Income 2017: $14,3432017Revenue 2018: $97,819Expenses 2018: $98,645Net Income 2018: -$8262018Revenue 2019: $97,276Expenses 2019: $56,972Net Income 2019: $40,3042019Revenue 2020: $139,280Expenses 2020: $64,717Net Income 2020: $74,5632020Revenue 2021: $92,123Expenses 2021: $101,025Net Income 2021: -$8,9022021Revenue 2022: $69,474Expenses 2022: $94,728Net Income 2022: -$25,2542022

Highlighted filing

2022

Revenue$69,474
Expenses$94,728
Net Income-$25,254
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,093,893
Liabilities
$25,110
Net assets
$1,068,783
Revenue
$69,474
Expenses
$94,728
Net income
-$25,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.07$0.07$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.03$1.09$0.09$0.10$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.04$1.16$0.14$0.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.08$0.10$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.10$0.10$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.10$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.12$0.05$0.07
2012Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.56$0.03$0.53
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.03$0.02$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 27, 2023
Return Version
2022v5.0
Gross Receipts
$69,474
Mission and Program Overview

Mission

Trust mission is historical preservation and education through workshops and tours of historical owned properties.

Trust mission is historical preservation and education through workshops and tours of owned historical properties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,102,195$1,091,126▼ $11,069
Savings and Temporary Cash Investments$10,001--
Cash and Non-Interest-Bearing Accounts$6,951$1,799▼ $5,152
Accounts Receivable-$968-
Total Assets$1,119,147$1,093,893▼ $25,254
Liabilities
Unsecured Notes Loans Payable$25,000$25,000→ $0
Accounts Payable and Accrued Expenses$110$110→ $0
Total Liabilities$25,110$25,110→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$888,666$905,100▲ $16,434
Net Assets Without Donor Restrictions$205,371$163,683▼ $41,688
Total Net Assets Fund Balance$1,094,037$1,068,783▼ $25,254
Total Liabilities and Net Assets / Fund Balance$1,119,147$1,093,893▼ $25,254

Asset Categories

AssetBook ValueDepreciationBasis
Land$721,063-$721,063
Buildings$340,065$91,546$431,611
Other Land Buildings$340,065$91,546$431,611
Compensation and Service Providers
Top Officer Pay66th percentile

Board Members and Trustees

NameTitle
Shari LessmillerPresident
Belinda GilesDirector
David GlasserDirector
Dr Carl LentzDirector
Fran DillardDirector
Jerry HortonDirector
John WagnerDirector
Joyce BakerDirector
Michelle DavidsonDirector
Deborah ReaneySecretary
Dominic MorgeseTreasurer
John DillardVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$46,189
Program Service Revenue
$23,285
Investment Income
$0
Other Revenue
$0
All Other Contributions
$37,314
Change in Net Assets
$-25,254

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,728
Total Fundraising Expense$5,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$25,655$4,965-$30,620
Fees for Services Other$2,716$17,288-$20,004
Insurance$11,620--$11,620
Depreciation Depletion$11,067--$11,067
Occupancy-$10,917-$10,917
Advertising--$5,871$5,871
Office Expenses-$4,629-$4,629
Total Functional Expenses$51,058$37,799$5,871$94,728
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“X”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Heritage Preservation Trust Inc
EIN
20-4517067
Phone
3862123249
Address
1000 S PENINSULA DR, DAYTONA BEACH, FL 32118

Signing Officer

Name
Fran Dillard
Title
Director
Phone
3862123249
Signed
2023-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fran Dillard
Formed
2006
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Betty W Kelly Accounting LLC
Address
843 N WOODLAND BLVD STE 3, DELAND, FL 32720
Preparer
Michael Coppola CPA
Phone
3867344360
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Weekly educational group and tea tours.”

Form 990, Part IX, Line 11G

“Supplies 2,716 0 0 utilities 0 13,833 0 taxes & licenses 0 3,455 0 total 2,716 17,288 0”

Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0139867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0127867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0191452
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0578480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023285
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0601765
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0139867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0191452
IRS990ScheduleA/Total509Grp/TotalAmt0601765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0139867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0191452
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0601765
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0340065
IRS990ScheduleD/BuildingsGrp/DepreciationAmt091546
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0431611
IRS990ScheduleD/LandGrp/BookValueAmt0721063
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0721063
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0340065
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt091546
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0431611
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01401193
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEEKLY EDUCATIONAL GROUP AND TEA TOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 2,716 0 0 UTILITIES 0 13,833 0 TAXES & LICENSES 0 3,455 0 TOTAL 2,716 17,288 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01119147
IRS990/TotalAssetsEOYAmt01093893
IRS990/TotalAssetsGrp/BOYAmt01119147
IRS990/TotalAssetsGrp/EOYAmt01093893
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046189
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05871
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037799
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051058
IRS990/TotalFunctionalExpensesGrp/TotalAmt094728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025110
IRS990/TotalLiabilitiesEOYAmt025110
IRS990/TotalLiabilitiesGrp/BOYAmt025110
IRS990/TotalLiabilitiesGrp/EOYAmt025110
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01094037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01068783
IRS990/TotalOtherProgSrvcExpenseAmt051058
IRS990/TotalProgramServiceExpensesAmt051058
IRS990/TotalProgramServiceRevenueAmt023285
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023285
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069474
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01119147
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01093893
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt025000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt025000
IRS990/USAddress/AddressLine1Txt01000 S PENINSILA DR
IRS990/USAddress/CityNm0DAYTONA BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032118
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.HERITAGEPRESERVATIONTRUST.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRAN DILLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03862123249
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE PRESERVATION TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0204517067
ReturnHeader/Filer/PhoneNum03862123249
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 S PENINSULA DR
ReturnHeader/Filer/USAddress/CityNm0DAYTONA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842004466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BETTY W KELLY ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0843 N WOODLAND BLVD STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032720
ReturnHeader/PreparerPersonGrp/PhoneNum03867344360
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL COPPOLA CPA
ReturnHeader/ReturnTs02023-09-29T10:34:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DILLARD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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