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NEW HERITAGE TOWERS

EIN 23-2366563 WARMINSTER, PA

Revenue 2025
$21,617,132
Expenses 2025
$19,867,703

Program services were 75.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1200
Street
626 JACKSONVILLE RD STE 200

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of EVANGELICAL SERVICES FOR THE AGING (EIN 23-2648022). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Mission and programs · 2025

Mission

TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES.

Activities or mission (Part I)

THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING INDEPENDENT APARTMENTS, PERSONAL CARE APARTMENTS, AND A SKILLED NURSING FACILITY.

  • THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, WHICH INCLUDES THREE LEVELS OF CARE: INDEPENDENT LIVING, PERSONAL CARE AND A SKILLED NURSING FACILITY CONSISTING OF 210 APARTMENTS, 66 PERSONAL CARE UNITS AND A 60 BED SKILLED NURSING FACILITY. THE COMMUNITY PROVIDES AGING SERVICES TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY FOR THE SENIOR RESIDENTS, AND TO PLAN AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE EVOLVING SOCIAL, HEALTH AND PERSONAL NEEDS OF RESIDENTS. OCCUPANCY FOR THE YEAR WAS 93.41% FOR INDEPENDENT LIVING, 71.22% FOR PERSONAL CARE AND 89.68% FOR NURSING.

    Expenses $15,065,982 · Grants $87,664 · Revenue $20,223,745

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Jeff Petty

    CHAIR

    Total calculated
    $1,004,112
    From this org
    $0
    From related orgs
    $977,221
    Other
    $26,891
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $489,900 related
    Bonus
    $0 + $421,356 related
    Other
    $0 + $65,965 related
    Deferred
    $0 + $14,000 related
    Nontaxable benefits
    $0 + $12,891 related
    Filer's total
    $0 + $1,004,112 related
  • Shelley Ballet

    SECRETARY/TREASURER

    Total calculated
    $417,718
    From this org
    $0
    From related orgs
    $395,802
    Other
    $21,916
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,817 related
    Bonus
    $0 + $136,130 related
    Other
    $0 + $12,855 related
    Deferred
    $0 + $10,818 related
    Nontaxable benefits
    $0 + $11,098 related
    Filer's total
    $0 + $417,718 related
  • Lynne Dukert

    EXECUTIVE DIRECTOR

    Total calculated
    $286,569
    From this org
    $272,079
    From related orgs
    $0
    Other
    $14,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,649
    Bonus
    $93,430
    Other
    $0
    Deferred
    $3,359
    Nontaxable benefits
    $11,131
    Filer's total
    $286,569
  • Sharon Margulies

    DIRECTOR OF RESIDENTIAL SALES

    Total calculated
    $252,664
    From this org
    $237,192
    From related orgs
    $0
    Other
    $15,472
    Hours/week
    40.15

    Schedule J breakdown matched by us

    Base
    $120,562
    Bonus
    $116,630
    Other
    $0
    Deferred
    $4,480
    Nontaxable benefits
    $10,992
    Filer's total
    $252,664
  • Kelly Herrmann

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $124,795
    From this org
    $109,637
    From related orgs
    $0
    Other
    $15,158
    Hours/week
    40
  • Yuehhsia Chen

    REGISTERED NURSE

    Total calculated
    $145,551
    From this org
    $128,834
    From related orgs
    $0
    Other
    $16,717
    Hours/week
    32.94
  • Anthony Pellitta

    DIR FACILITY OPERATIONS

    Total calculated
    $127,621
    From this org
    $112,282
    From related orgs
    $0
    Other
    $15,339
    Hours/week
    40
  • Kathleen Pinzka

    DIR PERSONAL CARE & RESIDENT SVCS.

    Total calculated
    $128,257
    From this org
    $113,068
    From related orgs
    $0
    Other
    $15,189
    Hours/week
    40

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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $21,617,132
    Expenses
    $19,867,703
    Contributions
    $7,000
    Grants paid
    $87,664
  • 2024
    Revenue
    $20,721,446
    Expenses
    $19,171,251
    Contributions
    $24,099
    Grants paid
    $11,488
  • 2023
    Revenue
    $19,639,456
    Expenses
    $18,103,393
    Contributions
    $51,519
    Grants paid
    $39,355
  • 2022
    Revenue
    $18,643,459
    Expenses
    $16,903,126
    Contributions
    $66,091
    Grants paid
    $50,636

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $18,874,370
    Expenses
    $16,279,798
    Assets (EOY)
    $54,481,428
  • 2020 · 990

    Revenue
    $18,223,824
    Expenses
    $15,590,304
    Assets (EOY)
    $49,938,470
  • 2019 · 990

    Revenue
    $17,236,490
    Expenses
    $17,193,320
    Assets (EOY)
    $48,139,332
  • 2018 · 990

    Revenue
    $17,096,256
    Expenses
    $16,161,183
    Assets (EOY)
    $46,028,342
  • 2017 · 990

    Revenue
    $17,098,189
    Expenses
    $14,839,663
    Assets (EOY)
    $46,150,838
  • 2016 · 990

    Revenue
    $15,637,443
    Expenses
    $15,135,265
    Assets (EOY)
    $34,169,551
  • 2015 · 990

    Revenue
    $15,010,028
    Expenses
    $14,943,199
    Assets (EOY)
    $34,506,269
  • 2014 · 990

    Revenue
    $15,220,384
    Expenses
    $14,590,050
    Assets (EOY)
    $35,342,594
  • 2013 · 990

    Revenue
    $15,327,398
    Expenses
    $15,944,294
    Assets (EOY)
    $35,102,309
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $13,492,522
    Assets (EOY)
    $36,481,062

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2025 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.