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← HERITAGE HOME EDUCATIONAL SOCIETY

Form 990 for tax year 2024

Filed by HERITAGE HOME EDUCATIONAL SOCIETY.

Totals

Total revenue
$760,289
Total expenses
$641,946
Contributions and grants received
$178,110
Grants paid
$0
Program service revenue
$582,179
Investment income
$0
Other revenue
$0
Total assets, end of year
$8,008,051
Total liabilities, end of year
$7,836,995
Net assets or fund balances, end of year
$171,056
Program services expenses (Part IX)
$641,946
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$641,946

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $166,110

  • 1f · All other contributions, gifts and grants

    $12,000

  • 1g · Noncash contributions included above

    $12,000

  • 2a · Program service revenue: FEES FOR SERVICE

    total $582,179 · related or exempt $582,179

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $505,602 · program services $505,602

  • 12 · Advertising and promotion

    total $99,718 · program services $99,718

  • 13 · Office expenses

    total $323 · program services $323

  • 14 · Information technology

    total $10,812 · program services $10,812

  • 16 · Occupancy

    total $1,811 · program services $1,811

  • 17 · Travel

    total $17,426 · program services $17,426

  • 19 · Conferences, conventions and meetings

    total $700 · program services $700

  • 24a · Other expenses: PROGRAM EXPENSES

    total $5,554 · program services $5,554

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,117,042 · end of year $7,836,995

  • 15 · Other assets

    beginning of year $52,713 · end of year $171,056

  • 21 · Escrow or custodial account liability

    beginning of year $6,117,042 · end of year $7,836,995

  • 27 · Net assets without donor restrictions

    beginning of year $52,713 · end of year $171,056

Mission and programs · 2024

Mission

TO EDUCATE THE PUBLIC ABOUT THE PROPER TECHNIQUES FOR THE REPAIR AND MAINTENANCE OF OLDER AND HISTORICAL HOMES THROUGH SEMINARS, PRESENTATIONS AND INDIVIDUAL TECHNICAL ASSISTANCE TO HOMEOWNER.

  • ASSIST HOMEOWNERS IN MAKING ARCHITECTURALLY APPROPRIATE REPAIRS, ADDITIONS AND OTHER CHANGES TO OLDER AND HISTORIC HOMES INCLUDING REVIEW OF AND CONSULTATION ON CONSTRUCTION SPECIFICATIONS, RECOMMENDATION OF POTENTIAL CONTRACTORS, INDEPENDENT EVALUATION AND ADVICE ON CONTRACTOR BIDS, AND ADMINISTRATION OF A LOW INTEREST HERITAGE HOME LOAN PROGRAM. HHES PROVIDES SERVICES TO THE OWNERS OF HOMES THAT NEED TO BE REHABBED. ONE OF THE SERVICES PROVIDED IS FREE TECHNICAL ASSISTANCE RELATING TO ALL QUESTIONS RELATED TO THE MAINTENANCE, REPAIR AND RESTORATION OF A HOME THAT IS MORE THAN 50 YEARS OLD. DURING 2024, HHES PROVIDED TECHNICAL ASSISTANCE TO 2,432 REHAB PROJECTS AND MADE 1,812 IN PERSON AND VIRTUAL VISITS TO SUCH OLDER HOMES TO PROVIDE FREE ADVICE TO THE HOMEOWNERS. IN ADDITION, HHES FACILITATED 222 REHAB LOANS AND HELD THE LOAN PROCEEDS IN ESCROW WHILE THE REHAB WORK WAS BEING DONE.

    Expenses $641,946

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kathleen H Crowther

    PRESIDENT

    Total calculated
    $186,411
    From this org
    $0
    From related orgs
    $186,411
    Other
    $0
    Hours/week
    8 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $186,411 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $186,411 related

  • Michael Cummins

    DIRECTOR & T

    Total calculated
    $0
    Hours/week
    0 + 3 related

  • William Hubbard

    SECRETARY

    Total calculated
    $0
    Hours/week
    0 + 3 related

  • Joseph Marinucci

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0 + 3 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.0
Source object
202513189349310806

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