Civic Intelligence

Heritage Crossing Fund Inc

EIN 83-0980937 • 501(c)3 • Fresno, CA

Profile

To raise funds to help those in need with palliative, hospice and in home health care.

6311 N Fresno Street Ste 102Fresno, CA 93710

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

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

98th percentile

96%

Higher net margin than 98% 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

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

99th percentile

2069%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,733 (-100%) from 2023

Liabilities

Down

$0

Down $87,600 (-100%) from 2023

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

Up

$88,665

Up $84,578 (+2069%) from 2023

Expenses

Down

$3,798

Down $47,136 (-93%) from 2023

Net Income

Up

$84,867

Up $131,714 (+281%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$150K$100K$50K$0-$50KAssets 2019: $100,304Liabilities 2019: $0Net Assets 2019: $100,3042019Assets 2021: $133,184Liabilities 2021: $87,600Net Assets 2021: $45,5842021Assets 2022: $49,580Liabilities 2022: $87,600Net Assets 2022: -$38,0202022Assets 2023: $2,733Liabilities 2023: $87,6002023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200KRevenue 2019: $104,020Expenses 2019: $3,716Net Income 2019: $100,3042019Revenue 2021: $318,099Expenses 2021: $259,101Net Income 2021: $58,9982021Revenue 2022: $3,071Expenses 2022: $86,675Net Income 2022: -$83,6042022Revenue 2023: $4,087Expenses 2023: $50,934Net Income 2023: -$46,8472023Revenue 2024: $88,665Expenses 2024: $3,798Net Income 2024: $84,8672024

Highlighted filing

2024

Revenue$88,665
Expenses$3,798
Net Income$84,867
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$88,665
Expenses
$3,798
Net income
$84,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.89$0.04$0.85
2023Summary only. Only limited summary data is available for this year.$0.03$0.88$0.04$0.51$0.47
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.88$0.38$0.03$0.87$0.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.88$0.46$3.18$2.59$0.59
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.04$0.04$1.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$3,071
Mission and Program Overview

Mission

To raise funds to help those in need with palliative, hospice and in home health care.

Program Services

DescriptionGrantsExpenses
HERITAGE CROSSING FUND, INC. PAID $66,530 THAT WAS GRANTED OUT TO HOSPICE PROVIDING ORGANIZATIONS DURING 2022.$66,530$80,530
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARMAN ZAKARYANTreasurerPT$20,000-$20,000
MARI ZAKARYANPresidentPT$0--
GURGEN OGANESYANSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Heritage Crossing Fund Inc
EIN
83-0980937
In Care Of
% MARI ZAKARYAN
Phone
5594313333
Address
6311 N FRESNO STREET STE 102, FRESNO, CA 93710

Signing Officer

Name
Mari Zakaryan
Title
President
Phone
5594313333
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
910 E ST LOUIS 200/PO BOX 1190, SPRINGFIELD, MO 65806-2523
Preparer
Kayla M Bell
Phone
4178658701
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“Donees name:medical care & medicine expenses grant amount:66530”

Form 990EZ Part I Line 16

“Description:STATE FILING FEES Amount:145”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARI ZAKARYAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05594313333
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06311 NORTH FRESNO STREET STE 102
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRESNO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093710
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0133184
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03071
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-83604
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0133184
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049580
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt066530
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt03071
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-38020
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-38020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARI ZAKARYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ARMAN ZAKARYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GURGEN OGANESYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0145
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO HELP THOSE IN NEED WITH PALLIATIVE, HOSPICE AND IN HOME HEALTH CARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HERITAGE CROSSING FUND, INC. PAID $66,530 THAT WAS GRANTED OUT TO HOSPICE PROVIDING ORGANIZATIONS DURING 2022.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt066530
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080530
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt087600
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt087600
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt086675
IRS990EZ/TotalProgramServiceExpensesAmt080530
IRS990EZ/TotalRevenueAmt03071
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0318099
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0104020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0458760
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0122203
IRS990ScheduleA/SubstantialContributorsTotAmt0336557
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0318099
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0104020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01275
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0458760
IRS990ScheduleA/TotalSupportAmt0458760
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:MEDICAL CARE & MEDICINE EXPENSES GRANT AMOUNT:66530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:STATE FILING FEES Amount:145
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARI ZAKARYAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05594313333
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE CROSSING FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0830980937
ReturnHeader/Filer/InCareOfNm0% MARI ZAKARYAN
ReturnHeader/Filer/PhoneNum05594313333
ReturnHeader/Filer/USAddress/AddressLine1Txt06311 N FRESNO STREET STE 102
ReturnHeader/Filer/USAddress/CityNm0FRESNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0910 E ST LOUIS 200/PO BOX 1190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0658062523
ReturnHeader/PreparerPersonGrp/PhoneNum04178658701
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kayla M Bell
ReturnHeader/ReturnTs02023-05-03T09:47:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZAKARYAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits