Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Heritage Village Seniors Inc
EIN 77-0013266 • 501(c)3 • Paso Robles, CA
Profile
Operation of senior center
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
63rd percentile
Higher net margin than 63% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
10th percentile
Faster asset growth than 10% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Balance Sheet
Assets
Up$160,501
Up $29,910 (+23%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
-
No earlier filing loaded for comparison.
Revenue
Down$33,831
Down $4,733 (-12%) from 2023
Expenses
Up$31,225
Up $4,126 (+15%) from 2023
Net Income
Down$2,606
Down $8,859 (-77%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZSummary only. Only limited summary data is available for this year.
- Assets
- $160,501
- Liabilities
- $0
- Net assets
- -
- Revenue
- $33,831
- Expenses
- $31,225
- Net income
- $2,606
Latest Detailed Filing
The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.
Jump To
Filing Snapshot
- Filing Period
- May 1, 2022 to Apr 30, 2023
- Signed
- Sep 13, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $48,094
Mission and Program Overview
Mission
This corporation is a nonprofit public benefit corporation and is not organized for the private gain of any person. It is organized under the Nonprofit Public Benefit Corporation Law for charitable purposes. The specific purpose of this corporation is to plan, organize, and provide educational, recreational, cultural, and social programs and activities for senior citizens, including group events, meetings, classes, and community activities that promote social interaction and well-being.
Programs for seniors thru events and dues
Program Services
| Description | Grants | Expenses |
|---|---|---|
| V | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ELAINE HOLLINGSWORTH | Sec | - | $0 | - | - |
| DALE FIEBER | 2nd Vice Pres | - | $0 | - | - |
| KERRY KRAEMER | President | - | $0 | - | - |
| JOANN REINHARDT | Treas | - | $0 | - | - |
| KERRY KRAEMER | 1st Vice Pres | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Heritage Village Seniors Inc
- EIN
- 77-0013266
- In Care Of
- % JOANN REINHARDT
- Phone
- 2093453932
- Address
- 4880 HERITAGE RD, Paso Robles, CA 93446
Signing Officer
- Name
- Joann Reinhardt
- Title
- Treas
- Phone
- 2093453932
- Signed
- 2023-09-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Accounting & Tax Services
- Address
- 3188 Water View Dr, Paso Robles, CA 93446
- Preparer
- Jeanne M Rodriguez
- Phone
- 8052683930
Supplemental Narrative
Additional Explanations
Part I Line 16
“Advertising and promotion $683.00”
Part I Line 16
“Insurance $4164.00”
Part I Line 16
“MEMBER EXP $103.00”
Part I Line 16
“SUPPLIES EXP $1265.00”
Part II Line 24
“Accounts receivable, net. Beginning:$180.00 Ending: $160.00”
Raw XML Appendix166 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PASO ROBLES |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93446 |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 53817 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 15175 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11465 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1181 |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 130591 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 16400 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 4582 |
| IRS990EZ/GrossReceiptsAmt | 0 | 48094 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9137 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 92106 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 76614 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 2800 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 134698 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 146163 |
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| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 130591 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 18434 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.000 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ELAINE HOLLINGSWORTH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DALE FIEBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KERRY KRAEMER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOANN REINHARDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KERRY KRAEMER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | SEC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | 2ND VICE PRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | 1ST VICE PRES |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 180 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 160 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6215 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROGRAMS FOR SENIORS THRU EVENTS AND DUES |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1269 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | V |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 9530 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 11452 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 27099 |
| IRS990EZ/TotalRevenueAmt | 0 | 38564 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 17975 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 4471 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9486 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9065 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 12035 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 53032 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 517 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 577 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 686 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1780 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.96753 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.94893 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 53032 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 17975 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 4471 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9486 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9065 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 12035 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 53032 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 54812 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and promotion $683.00 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Insurance $4164.00 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MEMBER EXP $103.00 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | SUPPLIES EXP $1265.00 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Accounts receivable, net. Beginning:$180.00 Ending: $160.00 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part I Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Part I Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Part II Line 24 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL2 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOANN REINHARDT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREAS |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2093453932 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-09-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HERITAGE VILLAGE SENIORS INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HERI |
| ReturnHeader/Filer/EIN | 0 | 770013266 |
| ReturnHeader/Filer/InCareOfNm | 0 | % JOANN REINHARDT |
| ReturnHeader/Filer/PhoneNum | 0 | 2093453932 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4880 HERITAGE RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Paso Robles |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93446 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 203148419 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ACCOUNTING & TAX SERVICES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3188 Water View Dr |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Paso Robles |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93446 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8052683930 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-09-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEANNE M RODRIGUEZ |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-09-13T15:07:04-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JOANN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | REINHARDT |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-04-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
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