Civic Intelligence

Heritage Works Inc

EIN 47-4071538 • Dubuque, IA

489 W 4th StDubuque, IA 52001
Siviq Scores

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

Liabilities / Assets

95th percentile

0.98x

Higher debt load relative to assets than 95% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

31.86x

Higher debt load relative to revenue than 99% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

29th percentile

-4.6%

Higher net margin than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$97,087

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 34.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2022

Asset Growth

100th percentile

1357%

Faster asset growth than 100% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

27th percentile

-4.2%

Faster revenue growth than 27% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Down

$8,409,819

Down $7,035 (-0.1%) from 2023

Liabilities

Up

$8,251,237

Up $4,796 (+0.1%) from 2023

Net Assets

Down

$158,582

Down $11,831 (-6.9%) from 2023

Revenue

Down

$258,971

Down $212,082 (-45%) from 2023

Expenses

Down

$270,802

Down $69,475 (-20%) from 2023

Net Income

Down

-$11,831

Down $142,607 (-109%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2015: $129,227Liabilities 2015: $5132015Assets 2016: $295,908Liabilities 2016: $289Net Assets 2016: $295,6192016Assets 2017: $473,249Liabilities 2017: $172Net Assets 2017: $473,0772017Assets 2018: $298,549Liabilities 2018: $1,072Net Assets 2018: $297,4772018Assets 2019: $119,746Liabilities 2019: $1Net Assets 2019: $119,7462019Assets 2020: $53,248Liabilities 2020: $31,900Net Assets 2020: $21,3482020Assets 2021: $69,784Liabilities 2021: $1Net Assets 2021: $69,7842021Assets 2022: $39,637Liabilities 2022: $1Net Assets 2022: $39,6372022Assets 2023: $8,416,854Liabilities 2023: $8,246,441Net Assets 2023: $170,4132023Assets 2024: $8,409,819Liabilities 2024: $8,251,237Net Assets 2024: $158,5822024

Highlighted filing

2024

Assets$8,409,819
Liabilities$8,251,237
Net Assets$158,582

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $238,257Expenses 2015: $109,543Net Income 2015: $128,7142015Revenue 2016: $443,623Expenses 2016: $276,718Net Income 2016: $166,9052016Revenue 2017: $392,665Expenses 2017: $215,207Net Income 2017: $177,4582017Revenue 2018: $69,455Expenses 2018: $245,055Net Income 2018: -$175,6002018Revenue 2019: $62,244Expenses 2019: $239,975Net Income 2019: -$177,7312019Revenue 2020: $113,485Expenses 2020: $211,883Net Income 2020: -$98,3982020Revenue 2021: $356,662Expenses 2021: $308,226Net Income 2021: $48,4362021Revenue 2022: $282,171Expenses 2022: $312,318Net Income 2022: -$30,1472022Revenue 2023: $471,053Expenses 2023: $340,277Net Income 2023: $130,7762023Revenue 2024: $258,971Expenses 2024: $270,802Net Income 2024: -$11,8312024

Highlighted filing

2024

Revenue$258,971
Expenses$270,802
Net Income-$11,831

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM DOYLEPresidentFT$62,467$4,732$67,199
DAVE KLAVITTERChairman-$0--
MARY GRONENDirector-$0--
FLINT DRAKEDirector-$0--
SUSAN FARBERDirector-$0--
ERICA HAUGENChairman-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Works Inc
EIN
47-4071538
Phone
7733190209
Address
489 W 4TH ST, DUBUQUE, IA 52001

Signing Officer

Name
Mary Gronen
Title
Chair
Phone
7733190209
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Honkamp Pc
Address
2345 JOHN F KENNEDY ROAD, DUBUQUE, IA 52002
Preparer
Renee E Hesselman CPA
Phone
5635560123
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0489 W 4TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DUBUQUE
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM DOYLE
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ALL ACTIVITIES, REVENUE, AND EXPENSES ARE RELATED TO SUPPORTING HISTORIC PRESERVATION AND DOWNTOWN REVITALIZATION IN DUBUQUE COUNTY.
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE CITY OF DUBUQUE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1DUBUQUE RACING ASSOCIATION LTD
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt050 W 13TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11855 GREYHOUND PARK DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DUBUQUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1DUBUQUE
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LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1MISC EQUIPMENT/COMPUTER
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2WINDOW RESTORATION MODEL
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt07508
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt14992
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01450
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSIT - RENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01450
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CONTRACT LABOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4EVENTS AND WORKSHOPS

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