Arts, Culture & Humanities
(A80)
990 on File
THE HERITAGE MANAGEMENT ORGANIZATON INC
Financial strength (30%)
87/100
Reliability (20%)
50/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$6.7M
Total Revenue
$3.4M
Total Expenses
$10.6M
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
90.2%
Fundraising Efficiency
N/A
Operating Reserve
37.57x
Liability-to-Asset
4.8%
Revenue Diversification
93.3%
Compared with Peers
FY 2025
Compared with 2,263 similar organizations
(United States, Arts, Culture & Humanities, $1M–$10M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
90.2% | 77.7% |
P10P90
|
Top quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
7.5% | 14.2% |
P10P90
|
Top quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
2.3% | 5.8% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
37.6 mo | 15.8 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
4.8% | 11.4% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
93.3% | 71.6% |
P10P90
|
Bottom quarter |
|
Surplus margin
Surplus as a share of revenue
|
49.4% | 0.9% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $6.7M | $3.4M | $10.6M | 90.2% | 0 |
| 2023 | $445K | $883K | $7.1M | 91.6% | 0 |
| 2022 | $5.6M | $403K | $7.2M | 81.3% | 0 |
| 2021 | $507K | $465K | N/A | — | 0 |
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