Heritage Place Phase Iii Inc
Heritage Place Phase III Inc. shows recent surplus after years of operating deficits, with declining assets and no executive compensation.
EIN: 202654649 · Coeur Dalene, ID · NTEE: L22 · Updated: 2026-03-28
Source Check Matrix
What Has Been Verified vs. What Needs Human Review
Identity resolved verified
Heritage Place Phase Iii Inc is mapped to EIN 202654649.
IRS BMF exempt record needs review
Open IRS TEOS or BMF source before relying on exemption status.
IRS Pub 78 deductibility needs review
Pub 78 eligibility should be verified in IRS TEOS before money changes hands.
IRS automatic revocation needs review
Check the official auto-revocation bulk source or cached evidence before relying on current exemption.
IRS Form 990 index verified
13 stored filing years available.
Raw 990 source linked
Open ProPublica to verify the raw filing record and PDFs.
Filing depth verified
13 stored filing years available.
State charity registration manual confirmation
Open ID charity regulator via NASCO; the workflow stops for human confirmation unless a stable source is cached.
Candid / GuideStar profile api pending
Candid API access is not configured; open manually and do not count as verified evidence.
Charity Navigator rating api pending
Charity Navigator API access is not configured; open manually and do not count as verified evidence.
Source and Resolution Links
Finish the Investigation Outside Our Dataset
When the answer lives with the IRS, ProPublica, Candid, Charity Navigator, or the nonprofit itself, NonprofitSpending links out instead of trapping the user on a partial answer.
IRS tax-exempt lookup
Verify exemption status and deductibility directly with the IRS.
IRS bulk evidence downloads
Check Pub 78, automatic revocation, 990-N, and Form 990 bulk evidence sources.
IRS EO BMF extract
Open the official Business Master File extract source for tax-exempt organization records.
ProPublica 990 source
Open the raw filing record and filing PDFs outside NonprofitSpending.
ID charity regulator via NASCO
Confirm state charity registration or solicitation status where applicable.
Candid profile search
Look for GuideStar/Candid profile details, programs, leadership, and seals.
Charity Navigator search
Check whether another evaluator has ratings or impact context.
Workflow Engine
Queries We Should Resolve, Not Just Answer
Search Console demand points to task completion. Each workflow can run calculations, source checks, external lookups, comparisons, and report/export capture around this nonprofit.
Verify tax status Runnable
Triggered by: 501(c)(3), tax deductible, EIN
IRS status check plus source links
Verify official evidence Runnable
Triggered by: IRS Pub 78, BMF, revocation, 990 index, state registration
Official-source evidence matrix with human stops where a state portal must be checked.
Find source filings Runnable
Triggered by: 990 PDF, annual report, filing record
13 stored filing years plus ProPublica source
Crunch money signals Runnable
Triggered by: program expense ratio, CEO salary, revenue, grants
85% program spend, health grade A
Compare alternatives Runnable
Triggered by: best charities, similar nonprofits, compare
4 peer options surfaced
Resolve leadership and board Runnable
Triggered by: executive team, trustees, officer pay
Use 990 compensation disclosures and external profile links.
Donation decision copilot Runnable
Triggered by: should I donate, give or compare, charity safety
Eligibility, money signals, sources, peer context, and next action.
Grantmaker due diligence Runnable
Triggered by: foundation review, grant risk, grantee capacity
Foundation-style packet across filings, finances, governance, and gaps.
Impact evidence finder Runnable
Triggered by: outcomes, annual report, cost effectiveness
Separate actual impact evidence from raw 990 financial cleanliness.
Room for more funding Runnable
Triggered by: would my donation help, funding gap, marginal impact
Revenue trend, runway, surplus/deficit, and source follow-ups.
Operator transparency diagnostic Runnable
Triggered by: how does my nonprofit look to donors
Profile, filing, impact, and transparency improvements to earn trust.
| Metric | Value |
|---|---|
| Total Revenue | $259K |
| Total Expenses | $318K |
| Program Spending | 85% |
| Net Assets | $2.4M |
| Transparency Score | 75/100 |
Search Intent Cockpit
Heritage Place Phase Iii Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Heritage Place Phase Iii Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Heritage Place Phase Iii Inc in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $383K and expenses of $318K.
Revenue and Expenses
Heritage Place Phase Iii Inc reported $383K in revenue and $318K in expenses, a surplus of $65K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
75/100 mission score, 2 red flags, and 3 strengths are shown from structured and AI review.
Is Heritage Place Phase Iii Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $270K (85%) |
Across stored filings, Heritage Place Phase Iii Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade A | 13 stored filing years |
| Peer context | Compare with Tunney Foundation | Idaho and Category L context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
Compare with Tunney Foundation →All Idaho nonprofits
All Category L
Local and Sector Spokes
Move into this nonprofit's local market, category, and sector maps.
Coeur Dalene, ID nonprofitsCategory L in Idaho
Human Services in Idaho
Follow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
State spending analysisState compensation analysis
Category L spending
Best Category L charities in Idaho
Relevant rankings
Donation Decision Flow
From Trust Check to Better Alternatives
Alternative Shopping
Similar Nonprofits Donors Should Compare
Idaho Virtual High School Inc
Mountain Home, ID · $8.5M revenue · Score 92/100
Compare side-by-sideOld Faithful Christian Ranch Inc
Idaho Falls, ID · $325K revenue · Score 92/100
Compare side-by-sideTunney Foundation
Hailey, ID · $27K revenue · Score 85/100
Compare side-by-sideIdaho Virtual Academy Inc
Meridian, ID · $20.7M revenue · Score 75/100
Compare side-by-sideNext Best Actions
Keep the Investigation Moving
Research Workflow
Turn this Form 990 profile into a donor-ready report
Request a concise report for Heritage Place Phase Iii Inc with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.
Early access request only. Reports and exports are informational and based on public IRS records, not financial or legal advice.
Heritage Place Phase Iii Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Heritage Place Phase Iii Inc
Heritage Place Phase Iii Inc (EIN: 202654649) is a nonprofit organization based in Coeur Dalene, ID, classified under NTEE code L22. The organization reported total revenue of $259K and total assets of $2.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Heritage Place Phase Iii Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Heritage Place Phase Iii Inc is a small nonprofit that has been operating for 21 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $383K |
| Total Expenses | $318K |
| Surplus / Deficit | +$65K |
| Total Assets | $2.4M |
| Total Liabilities | $18K |
| Net Assets | $2.4M |
| Operating Margin | 17.0% |
| Debt-to-Asset Ratio | 0.8% |
| Months of Reserves | 92.2 months |
Financial Health Grade: A
In 2023, Heritage Place Phase Iii Inc reported a surplus of $65K with revenue exceeding expenses, holds 92.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.8% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Heritage Place Phase Iii Inc's revenue has grown at a compound annual growth rate (CAGR) of 9.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +187.0% | +45.9% | +1.6% |
| 2022 | -5.4% | +3.8% | -2.8% |
| 2021 | +2.3% | -10.5% | -2.7% |
| 2020 | +3.3% | +17.9% | -3.3% |
| 2019 | +11.1% | +1.4% | -2.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Heritage Place Phase Iii Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Heritage Place Phase Iii Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $65K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.8%.
Executive Compensation Analysis
Heritage Place Phase III Inc. reports 0% officer compensation across all available filings, indicating that no salaries or benefits are paid to its officers, which is highly efficient for resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Heritage Place Phase Iii Inc's IRS 990 filings:
- Consistent operating deficits from 2015-2022, indicating expenses frequently exceeded revenue.
- Long-term decline in total assets from $3,170,111 in 2014 to $2,442,794 in 2023, potentially due to covering deficits.
Strengths
The following positive indicators were identified for Heritage Place Phase Iii Inc:
- Zero officer compensation reported across all filings, indicating high efficiency in executive pay.
- Consistent filing of IRS Form 990s, demonstrating transparency.
- Reported a significant surplus in 2023 ($382,789 revenue vs. $317,855 expenses), reversing a trend of deficits.
Frequently Asked Questions about Heritage Place Phase Iii Inc
Is Heritage Place Phase Iii Inc a legitimate charity?
Heritage Place Phase Iii Inc (EIN: 202654649) is a registered tax-exempt nonprofit based in Idaho. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $259K. 2 red flags identified. 3 strengths noted. Financial health grade: A.
How does Heritage Place Phase Iii Inc spend its money?
Heritage Place Phase Iii Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Heritage Place Phase Iii Inc tax-deductible?
Heritage Place Phase Iii Inc is registered as a tax-exempt nonprofit (EIN: 202654649). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Heritage Place Phase Iii Inc's spending goes to programs?
Heritage Place Phase Iii Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Heritage Place Phase Iii Inc compare to similar nonprofits?
With a transparency score of 75/100 (Good), Heritage Place Phase Iii Inc is above average for NTEE category L22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Heritage Place Phase Iii Inc located?
Heritage Place Phase Iii Inc is headquartered in Coeur Dalene, Idaho and files with the IRS under EIN 202654649. It is classified under NTEE code L22.
How many years of IRS 990 filings does Heritage Place Phase Iii Inc have?
Heritage Place Phase Iii Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $259K in total revenue.
Is Heritage Place Phase III Inc. financially sustainable given its historical operating deficits?
While the organization reported a surplus in 2023 ($382,789 revenue vs. $317,855 expenses), it consistently operated at a deficit from 2015 to 2022. Its assets have also declined from $3,170,111 in 2014 to $2,442,794 in 2023. Long-term sustainability depends on whether the 2023 surplus represents a new trend or an anomaly.
How does the organization cover its expenses when revenue is lower?
When expenses exceeded revenue, as seen from 2015-2022, the organization likely drew upon its existing assets or received non-operating income (e.g., grants, investments) not fully captured in the 'Revenue' figure provided, or utilized accumulated reserves to cover the difference.
What is the primary source of Heritage Place Phase III Inc.'s revenue?
The provided data only gives total revenue. To understand the primary source, one would need to examine the detailed revenue breakdown in the IRS Form 990, which typically includes contributions, program service revenue, investment income, etc.
Filing History
IRS 990 filing history for Heritage Place Phase Iii Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Heritage Place Phase Iii Inc's revenue has grown by 199.5%, moving from $128K to $383K. Total assets decreased by 26.4% over the same period, from $3.3M to $2.4M. Total functional expenses rose by 77.3%, from $179K to $318K. In its most recent filing year (2023), Heritage Place Phase Iii Inc reported a surplus of $65K, with revenue exceeding expenses. The organization holds $18K in liabilities against $2.4M in assets (debt-to-asset ratio: 0.8%), resulting in net assets of $2.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $383K | $318K | $2.4M | $18K | — | — |
| 2022 | $133K | $218K | $2.4M | $42K | — | View 990 |
| 2021 | $141K | $210K | $2.5M | $27K | — | View 990 |
| 2020 | $138K | $235K | $2.5M | $26K | — | — |
| 2019 | $133K | $199K | $2.6M | $17K | — | View 990 |
| 2018 | $120K | $196K | $2.7M | $18K | — | View 990 |
| 2017 | $122K | $209K | $2.8M | $16K | — | View 990 |
| 2016 | $123K | $198K | $2.9M | $31K | — | View 990 |
| 2015 | $126K | $365K | $2.9M | $30K | — | View 990 |
| 2014 | $124K | $177K | $3.2M | $13K | — | View 990 |
| 2013 | $126K | $172K | $3.2M | $13K | — | View 990 |
| 2012 | $127K | $175K | $3.3M | $12K | — | View 990 |
| 2011 | $128K | $179K | $3.3M | $14K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $383K, expenses of $318K, and assets of $2.4M (revenue +187.0% year-over-year).
- 2022: Revenue of $133K, expenses of $218K, and assets of $2.4M (revenue -5.4% year-over-year).
- 2021: Revenue of $141K, expenses of $210K, and assets of $2.5M (revenue +2.3% year-over-year).
- 2020: Revenue of $138K, expenses of $235K, and assets of $2.5M (revenue +3.3% year-over-year).
- 2019: Revenue of $133K, expenses of $199K, and assets of $2.6M (revenue +11.1% year-over-year).
- 2018: Revenue of $120K, expenses of $196K, and assets of $2.7M (revenue -1.8% year-over-year).
- 2017: Revenue of $122K, expenses of $209K, and assets of $2.8M (revenue -0.2% year-over-year).
- 2016: Revenue of $123K, expenses of $198K, and assets of $2.9M (revenue -2.6% year-over-year).
- 2015: Revenue of $126K, expenses of $365K, and assets of $2.9M (revenue +1.4% year-over-year).
- 2014: Revenue of $124K, expenses of $177K, and assets of $3.2M (revenue -1.5% year-over-year).
- 2013: Revenue of $126K, expenses of $172K, and assets of $3.2M (revenue -0.4% year-over-year).
- 2012: Revenue of $127K, expenses of $175K, and assets of $3.3M (revenue -1.0% year-over-year).
- 2011: Revenue of $128K, expenses of $179K, and assets of $3.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Heritage Place Phase Iii Inc:
Data Sources and Methodology
This transparency report for Heritage Place Phase Iii Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.