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← HERITAGE PLANTATION OF SANDWICH INC

Form 990 for tax year 2024

Filed by HERITAGE PLANTATION OF SANDWICH INC.

Totals

Total revenue
$13,431,260
Total expenses
$7,021,038
Contributions and grants received
$8,639,768
Grants paid
$0
Program services expenses (Part IX)
$5,378,142
Management and general expenses
$1,144,876
Fundraising expenses
$498,020
Program service expenses (Part III)
$5,378,142

Program services were 76.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANNE SCOTT-PUTNEY

    PRESIDENT &

    Total calculated
    $260,024
    From this org
    $252,802
    From related orgs
    $0
    Other
    $7,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,802
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,222
    Nontaxable benefits
    not reported
    Filer's total
    $260,024

  • HEATHER MEAD

    DIR. OF VISI

    Total calculated
    $125,467
    From this org
    $118,000
    From related orgs
    $0
    Other
    $7,467
    Hours/week
    40

  • LESLIE LUTZ

    DIR. OF HORT

    Total calculated
    $121,786
    From this org
    $114,704
    From related orgs
    $0
    Other
    $7,082
    Hours/week
    40

  • JUDITH GOETZ

    DIRECTOR OF

    Total calculated
    $115,672
    From this org
    $107,184
    From related orgs
    $0
    Other
    $8,488
    Hours/week
    40

  • TK ANKNER

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • CHERYL YOUNG

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • HARRY ALVERSON III

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • TOM ROCKWELL

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • CRAIG ASHWORTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TODD HERRMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDITH HOLT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHERYL LILLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC LILLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER RICHARDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WENDY SWEET WILSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALAN GRANBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACY ISHAM

    TRUSTEE EMER

    Total calculated
    $0
    Hours/week
    1

  • MADELEINE WING ADLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HOPE LINCOLN BAKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAMELA BARBEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA FISH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IAN MARSAC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER MONDANI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN MORAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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 — 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

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The filer's explanations (Part III)

SCHEDULE J, PART III
PART I LINE 3: COMPENSATION FOR THE PRESIDENT/CEO IS BASED ON A MARKET STUDY OF SIMILAR ORGANIZATIONS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS DOCUMENTS THE DELIBERATION AND DECISION PROCESS IN THE MINUTES TO THE MEETINGS.

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
5 September 2025
IRS schema version
2024v5.0
Source object
202513029349300826

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