Civic Intelligence

Heritage Institute

EIN 84-4235016 • Travelers Rest, SC

6715 State Park RdTravelers Rest, SC 29690
Siviq Scores

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

Liabilities / Assets

96th percentile

1.41x

Higher debt load relative to assets than 96% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.04x

Higher debt load relative to revenue than 78% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

46th percentile

-0.1%

Higher net margin than 46% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$13,100

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

81%

Faster asset growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

1.6%

Faster revenue growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$5,743

Up $2,574 (+81%) from 2023

Liabilities

Up

$8,108

Up $2,740 (+51%) from 2023

Net Assets

Down

-$2,365

Down $166 (-7.5%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin46th percentile

Revenue

Up

$230,823

Up $3,674 (+1.6%) from 2023

Expenses

Up

$230,989

Up $1,898 (+0.8%) from 2023

Net Income

Up

-$166

Up $1,776 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$10K$5.0K$0-$5.0KAssets 2020: $8,544Liabilities 2020: $3802020Assets 2021: $5,060Liabilities 2021: $1,748Net Assets 2021: $3,3122021Assets 2022: $4,268Liabilities 2022: $4,525Net Assets 2022: -$2572022Assets 2023: $3,169Liabilities 2023: $5,368Net Assets 2023: -$2,1992023Assets 2024: $5,743Liabilities 2024: $8,108Net Assets 2024: -$2,3652024

Highlighted filing

2024

Assets$5,743
Liabilities$8,108
Net Assets-$2,365
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $78,517Expenses 2020: $70,353Net Income 2020: $8,1642020Revenue 2021: $173,044Expenses 2021: $177,896Net Income 2021: -$4,8522021Revenue 2022: $237,412Expenses 2022: $240,981Net Income 2022: -$3,5692022Revenue 2023: $227,149Expenses 2023: $229,091Net Income 2023: -$1,9422023Revenue 2024: $230,823Expenses 2024: $230,989Net Income 2024: -$1662024

Highlighted filing

2024

Revenue$230,823
Expenses$230,989
Net Income-$166
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,743
Liabilities
$8,108
Net assets
-$2,365
Revenue
$230,823
Expenses
$230,989
Net income
-$166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.08$0.02$2.31$2.31$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.05$0.02$2.27$2.29$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.05$0.00$2.37$2.41$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.02$0.03$1.73$1.78$0.05
2020Summary only. Only limited summary data is available for this year.$0.09$0.00$0.79$0.70$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 27, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Executive DiFT$13,100-$13,100
-TreasurerPT$0--
-Board Member-$0--
-Board Member-$0--
-Secretary-$0--
-Board Member-$0--
-Board Member-$0--
JASON KITTRELLBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Institute
EIN
84-4235016
Phone
8646072369
Address
6715 STATE PARK RD, TRAVELERS REST, SC 29690

Signing Officer

Name
Philip Andrew Tankersley
Title
Treasurer
Phone
8646072369
Signed
2025-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Stokes & Company Cpas Pc
Address
320 POPLAR STREET EXTENSION, TRAVELERS REST, SC 29690-2310
Preparer
Brandon L Esco CPA
Phone
8642421418
Raw XML Appendix266 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0HERITAGE INSTITUTE PROVIDED MENTAL HEALTH SERVICES TO 167 CLIENTS. OF THE 167 NEW CLIENTS, 24 WERE AT NO COST TO THE CLIENT.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK/MERCHANT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3COURSE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FUNDRAISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INSTRUCTOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10THERAPYNOTES FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11MISC COURSE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05009
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1878
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212445
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48710
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51365
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6595
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt77879
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt844
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt94896
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10105
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt081
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0780
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0360
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
TaxesSchedule/TaxesDetail/Amt08843
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAX AND LICENSE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP ANDREW TANKERSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08646072369
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0844235016
ReturnHeader/Filer/PhoneNum08646072369
ReturnHeader/Filer/USAddress/AddressLine1Txt06715 STATE PARK RD
ReturnHeader/Filer/USAddress/CityNm0TRAVELERS REST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029690
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263718747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOKES & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 POPLAR STREET EXTENSION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRAVELERS REST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296902310
ReturnHeader/PreparerPersonGrp/PhoneNum08642421418
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDON L ESCO CPA
ReturnHeader/ReturnTs02025-07-10T10:57:39-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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