Civic Intelligence

Friends of the Heritage Home For

EIN 82-4337839 • 501(c)3 • Schenectady, NY

Profile

Assist in educating the community about the needs of elderly women with limited financial resources. Raise money from the community to support and enhance programs to the residents of the heritage home, aid in the preservation of the home and assist in subsidizing the cost of housing for the residents who do not have the means to pay the actual cost of operations.

1519 Union StreetSchenectady, NY 12309

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

10th percentile

-83%

Higher net margin than 10% of similar nonprofits.

NTEE L • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE L • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-44%

Faster asset growth than 13% of similar nonprofits.

NTEE L • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-13%

Faster revenue growth than 32% of similar nonprofits.

NTEE L • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,075

Down $3,937 (-44%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$5,075

Down $3,937 (-44%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$4,728

Down $676 (-13%) from 2023

Expenses

Down

$8,665

Down $21,490 (-71%) from 2023

Net Income

Up

-$3,937

Up $20,814 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$40K$30K$20K$10K$0Assets 2018: $4,210Net Assets 2018: $4,2102018Assets 2019: $1,300Net Assets 2019: $1,3002019Assets 2020: $1,832Net Assets 2020: $1,8322020Assets 2021: $20,059Net Assets 2021: $20,0592021Assets 2022: $33,763Net Assets 2022: $33,7632022Assets 2023: $9,012Net Assets 2023: $9,0122023Assets 2024: $5,075Net Assets 2024: $5,0752024

Highlighted filing

2024

Assets$5,075
Liabilities-
Net Assets$5,075
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$40K$20K$0-$20K-$40KRevenue 2018: $4,310Expenses 2018: $100Net Income 2018: $4,2102018Revenue 2019: $5,505Expenses 2019: $8,415Net Income 2019: -$2,9102019Revenue 2020: $7,975Expenses 2020: $7,443Net Income 2020: $5322020Revenue 2021: $21,177Expenses 2021: $2,951Net Income 2021: $18,2262021Revenue 2022: $18,354Expenses 2022: $4,650Net Income 2022: $13,7042022Revenue 2023: $5,404Expenses 2023: $30,155Net Income 2023: -$24,7512023Revenue 2024: $4,728Expenses 2024: $8,665Net Income 2024: -$3,9372024

Highlighted filing

2024

Revenue$4,728
Expenses$8,665
Net Income-$3,937
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,075
Liabilities
-
Net assets
$5,075
Revenue
$4,728
Expenses
$8,665
Net income
-$3,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.08$5.08$4.73$8.67$3.94
2023Detailed filing. Detailed filing data is available for this year.$9.01$9.01$5.40$30.2$24.8
2022Detailed filing. Detailed filing data is available for this year.$33.8$33.8$18.4$4.65$13.7
2021Detailed filing. Detailed filing data is available for this year.$20.1$20.1$21.2$2.95$18.2
2020Detailed filing. Detailed filing data is available for this year.$1.83$1.83$7.98$7.44$0.53
2019Detailed filing. Detailed filing data is available for this year.$1.30$1.30$5.51$8.42$2.91
2018Detailed filing. Detailed filing data is available for this year.$4.21$4.21$4.31$0.10$4.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$4,728
Mission and Program Overview

Mission

Assist in educating the community about the needs of elderly women with limited financial resources. Raise money from the community to support and enhance programs to the residents of the heritage home, aid in the preservation of the home and assist in subsidizing the cost of housing for the residents who do not have the means to pay the actual cost of operations.

Program Services

DescriptionGrantsExpenses
SUPPORT THE HOME AND ITS RESIDENTS$8,500$8,500
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE SCHRAMMPresident-$0--
KARL GRIFFITHSecretary-$0--
DEBORAH DAMM O'BRIENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Friends of the Heritage Home for
EIN
82-4337839
Phone
5183746921
Address
1519 UNION STREET, SCHENECTADY, NY 12309

Signing Officer

Name
Jane Schramm
Title
President
Phone
5183746921
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
ZALUCKI AND HALSTEAD LLP CPA'S
Address
1776 UNION ST FL 2, SCHENECTADY, NY 12309
Preparer
John P Halstead
Phone
5183825600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: heritage home for women address: 1519 union street schenectady, ny 12309 cash contribution: 8,500”

Form 990-ez, Part III

“Assist in educating the community about the needs of elderly women with limited financial resources. Raise money from the community to support and enhance programs to the residents of the heritage home, aid in the preservation of the home and assist in subsidizing the cost of housing for the residents who do not have the means to pay the actual cost of operations.”

Raw XML Appendix127 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0TRACY NOTAR
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01519 UNION STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCHENECTADY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012309
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09012
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IRS990EZ/ContributionsGiftsGrantsEtcAmt04728
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IRS990EZ/ExcessOrDeficitForYearAmt0-3937
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0165
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt08500
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST IN EDUCATING THE COMMUNITY ABOUT THE NEEDS OF ELDERLY WOMEN WITH LIMITED FINANCIAL RESOURCES. RAISE MONEY FROM THE COMMUNITY TO SUPPORT AND ENHANCE PROGRAMS TO THE RESIDENTS OF THE HERITAGE HOME, AID IN THE PRESERVATION OF THE HOME AND ASSIST IN SUBSIDIZING THE COST OF HOUSING FOR THE RESIDENTS WHO DO NOT HAVE THE MEANS TO PAY THE ACTUAL COST OF OPERATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT THE HOME AND ITS RESIDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08665
IRS990EZ/TotalProgramServiceExpensesAmt08500
IRS990EZ/TotalRevenueAmt04728
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05404
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057638
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt057638
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05404
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07975
IRS990ScheduleA/Total509Grp/TotalAmt057638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04728
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07975
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: HERITAGE HOME FOR WOMEN ADDRESS: 1519 UNION STREET SCHENECTADY, NY 12309 CASH CONTRIBUTION: 8,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSIST IN EDUCATING THE COMMUNITY ABOUT THE NEEDS OF ELDERLY WOMEN WITH LIMITED FINANCIAL RESOURCES. RAISE MONEY FROM THE COMMUNITY TO SUPPORT AND ENHANCE PROGRAMS TO THE RESIDENTS OF THE HERITAGE HOME, AID IN THE PRESERVATION OF THE HOME AND ASSIST IN SUBSIDIZING THE COST OF HOUSING FOR THE RESIDENTS WHO DO NOT HAVE THE MEANS TO PAY THE ACTUAL COST OF OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JANE SCHRAMM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05183746921
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRIENDS OF THE HERITAGE HOME FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WOMEN INC
ReturnHeader/Filer/BusinessNameControlTxt0FRIE
ReturnHeader/Filer/EIN0824337839
ReturnHeader/Filer/PhoneNum05183746921
ReturnHeader/Filer/USAddress/AddressLine1Txt01519 UNION STREET
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ReturnHeader/Filer/USAddress/ZIPCd012309
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012309
ReturnHeader/PreparerPersonGrp/PhoneNum05183825600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P HALSTEAD
ReturnHeader/ReturnTs02025-05-19T17:01:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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