Civic Intelligence

Heritage Plaza Phase I

EIN 91-1749104 • 501(c)3 • Redding, CA

Profile

To provide low income housing funding, in part, through hud funding and rent subsidies.

2715 Russell StreetRedding, CA 96001

www.heritageplazaliving.com

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$3,368

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

2.2%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,605,991

Up $34,575 (+2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,605,991

Up $34,575 (+2.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin86th percentile

Revenue

Down

$64,407

Down $8,435 (-12%) from 2023

Expenses

Up

$38,460

Up $6,384 (+20%) from 2023

Net Income

Down

$25,947

Down $14,819 (-36%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $687,742Liabilities 2011: $0Net Assets 2011: $687,7422011Assets 2012: $693,361Liabilities 2012: $0Net Assets 2012: $693,3612012Assets 2013: $675,068Liabilities 2013: $0Net Assets 2013: $675,0682013Assets 2014: $692,030Liabilities 2014: $0Net Assets 2014: $692,0302014Assets 2015: $675,708Liabilities 2015: $0Net Assets 2015: $675,7082015Assets 2016: $676,780Liabilities 2016: $0Net Assets 2016: $676,7802016Assets 2017: $735,952Liabilities 2017: $0Net Assets 2017: $735,9522017Assets 2018: $732,724Liabilities 2018: $0Net Assets 2018: $732,7242018Assets 2019: $790,318Liabilities 2019: $0Net Assets 2019: $790,3182019Assets 2020: $951,773Liabilities 2020: $204,007Net Assets 2020: $747,7662020Assets 2021: $1,031,399Liabilities 2021: $263,092Net Assets 2021: $768,3072021Assets 2022: $1,527,722Liabilities 2022: $0Net Assets 2022: $1,527,7222022Assets 2023: $1,571,416Liabilities 2023: $0Net Assets 2023: $1,571,4162023Assets 2024: $1,605,991Liabilities 2024: $0Net Assets 2024: $1,605,9912024

Highlighted filing

2024

Assets$1,605,991
Liabilities$0
Net Assets$1,605,991
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2011: $31,933Expenses 2011: $24,092Net Income 2011: $7,8412011Revenue 2012: $28,065Expenses 2012: $22,446Net Income 2012: $5,6192012Expenses 2013: $23,3652013Revenue 2014: $20,225Expenses 2014: $20,818Net Income 2014: -$5932014Revenue 2015: $30,455Expenses 2015: $24,310Net Income 2015: $6,1452015Revenue 2016: $32,805Expenses 2016: $23,866Net Income 2016: $8,9392016Revenue 2017: $30,460Expenses 2017: $24,445Net Income 2017: $6,0152017Revenue 2018: $31,598Expenses 2018: $28,033Net Income 2018: $3,5652018Revenue 2019: $91,030Expenses 2019: $22,950Net Income 2019: $68,0802019Revenue 2020: -$25,680Expenses 2020: $18,867Net Income 2020: -$44,5472020Revenue 2021: $25,079Expenses 2021: $18,109Net Income 2021: $6,9702021Revenue 2022: $57,996Expenses 2022: $36,907Net Income 2022: $21,0892022Revenue 2023: $72,842Expenses 2023: $32,076Net Income 2023: $40,7662023Revenue 2024: $64,407Expenses 2024: $38,460Net Income 2024: $25,9472024

Highlighted filing

2024

Revenue$64,407
Expenses$38,460
Net Income$25,947
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,605,991
Liabilities
$0
Net assets
$1,605,991
Revenue
$64,407
Expenses
$38,460
Net income
$25,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.06$0.04$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.07$0.03$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.06$0.04$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.26$0.77$0.03$0.02$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.20$0.75$0.03$0.02$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.09$0.02$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.03$0.03$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.03$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.02$0.02$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.02
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.03$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.03$0.02$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$72,842
Mission and Program Overview

Mission

To provide low income housing funding, in part, through hud funding and rent subsidies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,278,144$1,205,722▼ $72,422
Savings and Temporary Cash Investments$100,571$206,040▲ $105,469
Investments Program Related$149,007$159,654▲ $10,647
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,527,722$1,571,416▲ $43,694
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,527,722$1,571,416▲ $43,694
Total Net Assets Fund Balance$1,527,722$1,571,416▲ $43,694
Total Liabilities and Net Assets / Fund Balance$1,527,722$1,571,416▲ $43,694
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
Ron SmithTreasurer$3,075$3,075
Ron StoneDirector$206$206

Board Members and Trustees

NameTitle
Robert MillerPresident
Michael DanielsVice President
John VanceDirector
Sherry RosenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$72,842
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$72,842
Change in Net Assets
$40,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,933
Grants and Similar Amounts Paid$4,605
Salaries, Compensation, and Employee Benefits$4,538
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,605--$4,605
Current Officers, Directors, Trustees, and Key Employees$2,269$2,269-$4,538
Fees for Services Accounting$2,925$975-$3,900
Insurance$984$984-$1,968
Office Expenses$100$100-$200
Other Expenses$50$50-$100
Total Functional Expenses$23,507$8,569$0$32,076
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return is presented to the Board of Directors and discussed prior to filing.”

Form 990, Part VI, Section C, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Heritage Plaza Phase I
EIN
91-1749104
Phone
5302417740
Address
2715 Russell Street, Redding, CA 96001

Signing Officer

Name
Robert Miller
Title
President
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Miller
Formed
1996
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Agt Cpas and Advisors
Address
1726 COURT ST, REDDING, CA 96001
Preparer
Marie Fairbanks CPA
Phone
5302413881
Raw XML Appendix374 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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IRS990/AccountsReceivableGrp/EOYAmt00
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IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt072842
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Ron Smith
IRS990/BooksInCareOfDetail/PhoneNum05302443463
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02715 Russell Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Redding
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0960013606
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02269
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02269
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04538
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt072842
IRS990/CYGrantsAndSimilarPaidAmt04605
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt022933
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt040766
IRS990/CYSalariesCompEmpBnftPaidAmt04538
IRS990/CYTotalExpensesAmt032076
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt072842
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The organization provides low income housing funding, in part, with rent subsidies provided by the U.S. Department of Housing and Urban Development. Additionally, the project was originally constructed with funds provided by FHA. Both sources of support require the project to comply with HUD requirements concerning eligibility of program participants.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01527722
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01571416
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt023507
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0975
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02925
IRS990/FeesForServicesAccountingGrp/TotalAmt03900
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Ron Smith
IRS990/Form990PartVIISectionAGrp/PersonNm1Ron Stone
IRS990/Form990PartVIISectionAGrp/PersonNm2Robert Miller
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael Daniels
IRS990/Form990PartVIISectionAGrp/PersonNm4Sherry Rosen
IRS990/Form990PartVIISectionAGrp/PersonNm5John Vance
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1206
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt04605
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04605
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04605
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt0984
IRS990/InsuranceGrp/TotalAmt01968
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0149007
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0159654
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide low income housing funding, in part, through HUD funding and rent subsidies.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01527722
IRS990/NetAssetsOrFundBalancesEOYAmt01571416
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Board Meeting Expense
IRS990/OtherExpensesGrp/Desc1Misc. Admin Expense
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150
IRS990/OtherExpensesGrp/ProgramServicesAmt012574
IRS990/OtherExpensesGrp/ProgramServicesAmt150
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IRS990/OtherExpensesGrp/TotalAmt1100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Robert Miller
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt029644
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IRS990/PYSalariesCompEmpBnftPaidAmt03138
IRS990/PYTotalExpensesAmt036907
IRS990/PYTotalRevenueAmt057996
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt040766
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100571
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0206040
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0-26505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0162142
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0-26505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032730
IRS990ScheduleA/Total509Grp/TotalAmt0162142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072842
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0-26505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0162142
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/TotalBookValueProgramRltdAmt0159654
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return is presented to the Board of Directors and discussed prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01527722
IRS990/TotalAssetsEOYAmt01571416
IRS990/TotalAssetsGrp/BOYAmt01527722
IRS990/TotalAssetsGrp/EOYAmt01571416
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt072842
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08569
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023507
IRS990/TotalFunctionalExpensesGrp/TotalAmt032076
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01527722
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01571416
IRS990/TotalProgramServiceExpensesAmt023507
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt03281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072842
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01527722
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01571416
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02715 Russell Street
IRS990/USAddress/CityNm0Redding
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0960013606
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.heritageplaza.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heritage Plaza Phase I
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0911749104
ReturnHeader/Filer/PhoneNum05302417740
ReturnHeader/Filer/USAddress/AddressLine1Txt02715 Russell Street
ReturnHeader/Filer/USAddress/CityNm0Redding
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680146027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGT CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01726 COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096001
ReturnHeader/PreparerPersonGrp/PhoneNum05302413881
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie Fairbanks CPA
ReturnHeader/ReturnTs02023-11-07T08:35:52-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Miller
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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