Form 990-EZ for tax year 2023
Filed by HERITAGE PLACE OF INDIANAPOLIS INC.
Totals
- Total revenue
- $112,484
- Total expenses
- $137,136
- Contributions and grants received
- $84,193
- Grants paid
- not reported
- Program service revenue
- $3,905
- Membership dues (line 3)
- not reported
- Investment income (line 4)
- $1,325
- Gain or loss on sale of assets (line 5c)
- $746
- Gaming and fundraising events, net (line 6d)
- $22,315
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $19,285
- Total liabilities, end of year
- $1,551
- Net assets or fund balances, end of year
- $17,734
- Program service expenses (Part III)
- $104,526
Program services were 76.2% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2023
Primary exempt purpose
SINCE 1976, HERITAGE PLACE OF INDIANAPOLIS, INC., HAS PROVIDED OLDER ADULTS WITH COMPREHENSIVE SERVICES THAT ENCOURAGE AND PROMOTE HEALTHY LIFESTYLES, PERSONAL INDEPENDENCE, WELL-BEING AND AN ENHANCED QUALITY OF LIFE.
-
HERITAGE PLACE: OPEN MONDAY - FRIDAY, THE ORGANIZATION OFFERS A WIDE VARIETY OF EDUCATIONAL,RECREATIONAL, AND SOCIAL OPPORTUNITIES FOR ADULTS AGE 55 AND OLDER. THESE PROGRAMS PROVIDE OPPORTUNITIES FOR COMPANIONSHIP, EDUCATION, AND VOLUNTEERING. WHICH PROVIDES FOR IMPROVED HEALTH, BETTER NUTRITION AND INDEPENDENT LIVING.
Expenses $104,526
As filed on the 2023 return.
Listed in Part IV
-
Joanne Sommers
President
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Nolan Taylor
Vice President
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Mary Beth Wott
Secretary
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Michael Heavilon
Treasurer
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Adam Alexander
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 5
-
Angela Della Rocco
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 5
-
Liz Donaldson
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 5
-
Margaret Francis
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 5
-
Jessica Garrett
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 5
-
Manolo Santalla
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 5
-
Chris Wagner
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 5
-
Myra Whitaker
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 5
-
William Edward Alexander
Executive Dir.
- Total calculated
- $75,730
- Compensation
- $75,730
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 40
-
Lynette Lewis
Assoc Exec Dir
- Total calculated
- $32,541
- Compensation
- $32,541
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 21
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2023
- Filed
- 25 January 2026
- IRS schema version
- 2023v6.0
- Source object
- 202610269349200401
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