Civic Intelligence

The Heritage Palmeras Fund

EIN 99-4299422 • 501(c)7 • Sun City, AZ

Profile

Employee Appreciation Fund

10101 W Palmeras Dr 364Sun City, AZ 85373-2046
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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

35th percentile

-2.5%

Higher net margin than 35% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-43%

Faster asset growth than 12% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,911

Down $1,466 (-43%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$1,911

Down $1,466 (-43%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$59,803

Up $8,960 (+18%) from 2024

Expenses

Up

$61,269

Up $4,044 (+7.1%) from 2024

Net Income

Up

-$1,466

Up $4,916 (+77%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2024: $3,377Net Assets 2024: $3,3772024Assets 2025: $1,911Net Assets 2025: $1,9112025

Highlighted filing

2025

Assets$1,911
Liabilities-
Net Assets$1,911
Open 2025 Filing

Operations Trend

Revenue Growth75th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2024: $50,843Expenses 2024: $57,225Net Income 2024: -$6,3822024Revenue 2025: $59,803Expenses 2025: $61,269Net Income 2025: -$1,4662025

Highlighted filing

2025

Revenue$59,803
Expenses$61,269
Net Income-$1,466
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,911
Liabilities
-
Net assets
$1,911
Revenue
$59,803
Expenses
$61,269
Net income
-$1,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$1.91$59.8$61.3$1.47
2024Detailed filing. Detailed filing data is available for this year.$3.38$3.38$50.8$57.2$6.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 28, 2026
Return Version
2025v4.0
Gross Receipts
$59,803
Mission and Program Overview

Mission

Employee Appreciation Fund

Program Services

DescriptionGrantsExpenses
Employee Appreciation Fund. We collect donations from residents of our Senior Living apartments to provide Christmas gifts to the employees.$61,232$61,232
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole AlexanderPresident Of The Resident CouncilPT$0--
Lois MorrisseyVicepresident Of The Resident Council-$0--
Carol SearsSecretarytreasurer Of The Resident CouncilPT$0--
Filing and Contact Details

Filer

Filer Name
The Heritage Palmeras Fund
EIN
99-4299422
Phone
4027600930
Address
10101 W PALMERAS DR 364, SUN CITY, AZ 85373-2046

Signing Officer

Name
Carol Sears
Title
Treasurer
Phone
4027600930
Signed
2026-02-28
Raw XML Appendix91 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/PersonNm0Carol Sears
IRS990EZ/BooksInCareOfDetail/PhoneNum09289786666
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010101 W Palmeras Dr
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0364
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sun City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085373
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01911
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt059803
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1466
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03377
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01911
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt061232
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt059803
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01911
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01911
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Carole Alexander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lois Morrissey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carol Sears
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President of the Resident Council
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VicePresident of the Resident Council
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SecretaryTreasurer of the Resident Council
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Employee Appreciation Fund
IRS990EZ/PrintingPublicationsPostageAmt037
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Employee Appreciation Fund. We collect donations from residents of our Senior Living apartments to provide Christmas gifts to the employees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt061232
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061232
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061269
IRS990EZ/TotalProgramServiceExpensesAmt061232
IRS990EZ/TotalRevenueAmt059803
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Sears
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04027600930
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Heritage Palmeras Fund
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0994299422
ReturnHeader/Filer/PhoneNum04027600930
ReturnHeader/Filer/USAddress/AddressLine1Txt010101 W PALMERAS DR 364
ReturnHeader/Filer/USAddress/CityNm0SUN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0853732046
ReturnHeader/ReturnTs02026-02-27T20:02:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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