Civic Intelligence

Heritage House Inc

EIN 30-0995981 • 501(c)3 • Cincinnati, OH

Profile

They are a residential, addiction recovery, phase completion receiving job training, placement and affordable housing ministry. The organization serves 150 in-house residents annually.

2849 Fischer PlaceCincinnati, OH 45211
Siviq Scores

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

Liabilities / Assets

100th percentile

254.27x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

3.71x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

15th percentile

-44%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-29%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-5.5%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,749

Down $2,327 (-29%) from 2023

Liabilities

Up

$1,461,816

Up $169,684 (+13%) from 2023

Net Assets

Down

-$1,456,067

Down $172,011 (-13%) from 2023

Revenue

Down

$393,781

Down $22,731 (-5.5%) from 2023

Expenses

Down

$565,792

Down $79,956 (-12%) from 2023

Net Income

Up

-$172,011

Up $57,225 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2017: $12,974Liabilities 2017: $113,747Net Assets 2017: -$100,7732017Assets 2019: $10,942Liabilities 2019: $233,368Net Assets 2019: -$222,4262019Assets 2020: $30,440Liabilities 2020: $755,472Net Assets 2020: -$725,0322020Assets 2021: $21,910Liabilities 2021: $850,663Net Assets 2021: -$828,7532021Assets 2022: $10,603Liabilities 2022: $1,059,098Net Assets 2022: -$1,048,4952022Assets 2023: $8,076Liabilities 2023: $1,292,132Net Assets 2023: -$1,284,0562023Assets 2024: $5,749Liabilities 2024: $1,461,816Net Assets 2024: -$1,456,0672024

Highlighted filing

2024

Assets$5,749
Liabilities$1,461,816
Net Assets-$1,456,067

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2017: $100,362Expenses 2017: $201,135Net Income 2017: -$100,7732017Revenue 2019: $608,024Expenses 2019: $655,443Net Income 2019: -$47,4192019Revenue 2020: $426,167Expenses 2020: $928,773Net Income 2020: -$502,6062020Revenue 2021: $475,961Expenses 2021: $579,682Net Income 2021: -$103,7212021Revenue 2022: $442,292Expenses 2022: $689,833Net Income 2022: -$247,5412022Revenue 2023: $416,512Expenses 2023: $645,748Net Income 2023: -$229,2362023Revenue 2024: $393,781Expenses 2024: $565,792Net Income 2024: -$172,0112024

Highlighted filing

2024

Revenue$393,781
Expenses$565,792
Net Income-$172,011

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 10, 2025
Return Version
2024v5.2
Gross Receipts
$393,781
Mission and Program Overview

Mission

They are a residential, addiction recovery, phase completion receiving job training, placement and affordable housing ministry. The organization serves 150 in-house residents annually.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$4,618$4,618→ $0
Cash and Non-Interest-Bearing Accounts$3,458$1,131▼ $2,327
Rtn Earn Endowment Incm Other Fnds$-1,284,056$-1,456,067▼ $172,011
Total Assets$8,076$5,749▼ $2,327
Liabilities
Other Liabilities$1,292,132$1,461,816▲ $169,684
Total Liabilities$1,292,132$1,461,816▲ $169,684
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,284,056$-1,456,067▼ $172,011
Total Liabilities and Net Assets / Fund Balance$8,076$5,749▼ $2,327
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jonathan PriceDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$393,781
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$393,781
Change in Net Assets
$-172,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$443,884
Salaries, Compensation, and Employee Benefits$121,908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$443,884--$443,884
Other Salaries and Wages$121,908--$121,908
Total Functional Expenses$565,792$0$0$565,792
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$1,461,816
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Entity was provided a client copy of the tax return to review before signing the Form 8879 signature document. It is the responsibility of the client to review the tax return for accuracy prior to signing Form 8879

Conflict of interest policy compliance Part VI line 12C

There is a policy in place with the board for conflict of interest

CEO executive director top management comp Part VI line 15A

Compensation is reviewed periodically and decided by the board

Other officer or key employee compensation Part VI line 15B

Other officer and employee compensation are reviewed and agreed on by the board.

Governing documents etc available to public Part VI line 19

All documents are available for review upon request.

Filing and Contact Details

Filer

Filer Name
Heritage House Inc
EIN
30-0995981
In Care Of
% Jonathan Price
Address
2849 Fischer Place, Cincinnati, OH 45211

Signing Officer

Name
Jonathan Price
Title
Director
Phone
5134841415
Signed
2025-07-10
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Hartlaub CPA Advisory Group
Address
11260 Chester Road Suite 560, Cincinnati, OH 45246
Preparer
Cynthia Peters CPA
Phone
5138218768
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Total of all expenses not broken down by category

Raw XML Appendix242 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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