{"success":true,"data":{"_id":351436580,"filings":[{"Organization":{"value":null,"Person":["Jay Cunningham","Sandy Harris","Teri House","Craig Kuechenberg","Joyce Fillenwarth","George Gasper","Janelle Kilies","Todd Relue","Brianna Schroeder","Zach Taylor","Shari Krutulis","Varun Goyal","Medea Paul","Jeff Sewell","Pete Szostak","Rachel Troyer","Myrna Williams","Sarah Nanos","Ruth Ann Hankins"],"Title":["Trustee","Trustee","Trustee","Trustee","Trustee","President","Trustee","Vice President","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Treasurer","Executive Direc"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,68042],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,57793],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,10249]},"Basic":{"value":null,"mission":"The agency provides older adults with comprehensive and coordinated human services to encourage and promote healthy lifestyles, independence, well being and quality of life.","year":2013,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1978,"state_legal_domicile":"IN","total_volunteers":470,"tax_period_begin":"2013-07-01T00:00:00","tax_period_end":"2014-06-30T00:00:00","address":"4550 North Illinois Street, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":18,"Number of independent voting members":18,"Number of employees total":4,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":4,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":172512,"Contributions":{"value":155696,"Other contributions":68807,"Contributions from gifts and grants":0,"Fundraising revenue":23608,"Dues":6747,"Campaigns":56534,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1463,"Total revenue":1463,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":80,"Investment income total":80,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":15273,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":15273,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":180556,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":133687,"Current officers":68042,"Disqualified persons":0,"Other salaries and wages":54609,"Pension plan contributions":0,"Other employee benefits":2486,"Payroll taxes":8550},"Other expenses":{"value":46869,"Management services":0,"Legal":0,"Accounting":10811,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":2228,"Information technology":0,"Royalties":0,"Occupancy":6000,"Travel":673,"Conferences and meetings":118,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":2513,"Insurance":2916,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":19987,"Printing and Publications":11438,"Center Projects":5213,"Telephone":2280,"Miscellaneous":1056},"All other expenses":1623},"Functional Expenses":{"value":null,"Program Service Expenses":154914,"Management And General Expenses":21855,"Fundraising Expenses":3787}},"Assets":{"value":178798,"Non-interest bearing cash":23000,"Savings and temp cash investments":144558,"Pledges and grants receivable":0,"Accounts receivable":368,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1518,"Land, building, equipment":9354,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":13269,"Sum of Total Liabilities":0,"Accounts payable, accrued":13269,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":165529,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":165529,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8579831188107845,"percentile":0.7055732561043397},"Fundraising Efficiency":{"score":41.113282281489305,"percentile":0.750527315266845},"Operating Margin":{"score":-0.046628640326470044,"percentile":0.2904975035049165},"Liabilities to Assets Ratio":{"score":0.07421223951050906,"percentile":0.3537759347659009},"Operating Reserve Ratio":{"score":0.9902634085823788,"percentile":0.42076132231558616},"Officer Compensation Ratio":{"score":0.3768470723764372,"percentile":0.1282925373630007},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5970076724216492,"percentile":0.5967162915320686}},"source_xml":"201500159349301210_public.xml"},{"Organization":{"value":null,"Person":["Jay Cunningham","Sandy Harris","Dan Meiklejohn","Craig Kuechenberg","Christina Fugate","Ashley Osak","Joe Pettygrove","Todd Relue","Kristin Moorehead","Derik Wittenberg","Barbie Sparr","Ted Huynh","Shari Krutulis","Rick Porten","David Alder","Matt Boldt","Jeff Sewell","Pete Szostak","Myrna Williams","Sarah Nanos","Ruth Ann Hankins"],"Title":["Trustee","Trustee","Trustee","Trustee","Secretary","Trustee","Trustee","President","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Vice President","Treasurer","Trustee","Trustee","Executive Direc"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,59171],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,57329],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1842]},"Basic":{"value":null,"mission":"The agency provides older adults with comprehensive and coordinated human services to encourage and promote healthy lifestyles, independence, well being and quality of life.","year":2015,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Derik Wittenberg","year_formation":1978,"state_legal_domicile":"IN","total_volunteers":582,"tax_period_begin":"2015-07-01T00:00:00","tax_period_end":"2016-06-30T00:00:00","address":"4550 North Illinois Street, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":20,"Number of independent voting members":20,"Number of employees total":4,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":4,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":172803,"Contributions":{"value":151259,"Other contributions":60524,"Contributions from gifts and grants":0,"Fundraising revenue":32304,"Dues":8381,"Campaigns":50050,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":7080,"Total revenue":{"value":7080,"Computer Classes":640,"Special Projects":6440},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3306,"Investment income total":3306,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":11158,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":11158,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":186296,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":141612,"Current officers":57125,"Disqualified persons":0,"Other salaries and wages":73023,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":11464},"Other expenses":{"value":44684,"Management services":0,"Legal":0,"Accounting":10462,"Lobbying services":0,"Investment management fees":1566,"Other services":0,"Advertising":0,"Office expenses":3174,"Information technology":0,"Royalties":0,"Occupancy":6000,"Travel":1325,"Conferences and meetings":162,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":1905,"Insurance":2829,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":14851,"Printing and Publications":9042,"Telephone":2461,"Equipment":1806,"Center Projects":1542},"All other expenses":2410},"Functional Expenses":{"value":null,"Program Service Expenses":161962,"Management And General Expenses":20886,"Fundraising Expenses":3448}},"Assets":{"value":191904,"Non-interest bearing cash":40575,"Savings and temp cash investments":52242,"Pledges and grants receivable":0,"Accounts receivable":1131,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1518,"Land, building, equipment":4764,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":91674},"Liabilities":{"value":16001,"Sum of Total Liabilities":0,"Accounts payable, accrued":16001,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":175903,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":165910,"Temporarily restricted net assets":4993,"Permanently restricted net assets":5000},"Ratings":{"Program Expense Ratio":{"score":0.8693799115386267,"percentile":0.72291795896337},"Fundraising Efficiency":{"score":43.868619489559165,"percentile":0.7614883683420747},"Operating Margin":{"score":-0.07808313513075583,"percentile":0.24726928335845896},"Liabilities to Assets Ratio":{"score":0.08338023178255795,"percentile":0.34293622272148505},"Operating Reserve Ratio":{"score":1.0301026323699918,"percentile":0.4321299673279026},"Officer Compensation Ratio":{"score":0.3176181989951475,"percentile":0.1714138918422874},"Program Expense Growth":{"score":0.022874699785793106,"percentile":0.41767916222865276},"Revenue Growth":{"score":0.0008154534500312917,"percentile":0.37348282445152386},"Asset Growth":{"score":0.034776778685668086,"percentile":0.4658199009932357},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5557640073659901,"percentile":0.47435166466248685}},"source_xml":"201740419349300419_public.xml"},{"Organization":{"value":null,"Person":["David Alder","Lindsey Anderson","Jay Cunningham","Christina Fugate","Tricia Hedegard","Jonica Johnson","Craig Kuechenberg","Maria Mabe","Todd Relue","Kristin Moorehead","Derik Wittenberg","Daniel Meiklejohn","Sarah Nanos","Ashley Osak","Joseph Pettygrove","Matt Boldt","Rick Porten","Eric Stanley","Deron Streitenberger","Lisa Watts","Myrna Williams","Ruth Ann Hankins"],"Title":["Vice President","Trustee","Trustee","President","Trustee","Trustee","Trustee","Trustee","Past President","Secretary","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Executive Direc"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The agency provides older adults with comprehensive and coordinated human services to encourage and promote healthy lifestyles, independence, well being and quality of life.","year":2016,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Derik Wittenberg","year_formation":1978,"state_legal_domicile":"IN","total_volunteers":390,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"4550 North Illinois Street, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":23,"Number of independent voting members":23,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":266072,"Contributions":{"value":220369,"Other contributions":70715,"Contributions from gifts and grants":0,"Fundraising revenue":87956,"Dues":10083,"Campaigns":51615,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":17922,"Total revenue":17922,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2972,"Investment income total":2972,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":24809,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":24809,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":223287,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":169853,"Current officers":69598,"Disqualified persons":0,"Other salaries and wages":88009,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":12246},"Other expenses":{"value":53434,"Management services":0,"Legal":0,"Accounting":11429,"Lobbying services":0,"Investment management fees":1933,"Other services":0,"Advertising":0,"Office expenses":1804,"Information technology":0,"Royalties":0,"Occupancy":6000,"Travel":1261,"Conferences and meetings":603,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":1905,"Insurance":2621,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":24120,"Center Projects":10507,"Printing and Publications":8381,"Telephone":2915,"Bank Fees":2317},"All other expenses":1758},"Functional Expenses":{"value":null,"Program Service Expenses":196869,"Management And General Expenses":22446,"Fundraising Expenses":3972}},"Assets":{"value":265994,"Non-interest bearing cash":33025,"Savings and temp cash investments":122301,"Pledges and grants receivable":0,"Accounts receivable":6271,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1285,"Land, building, equipment":2858,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":100254},"Liabilities":{"value":39705,"Sum of Total Liabilities":0,"Accounts payable, accrued":39705,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":226289,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":203789,"Temporarily restricted net assets":17500,"Permanently restricted net assets":5000},"Ratings":{"Program Expense Ratio":{"score":0.8816859020005643,"percentile":0.7419471454004979},"Fundraising Efficiency":{"score":55.480614300100704,"percentile":0.797927605398249},"Operating Margin":{"score":0.16080233921645268,"percentile":0.7124278967505313},"Liabilities to Assets Ratio":{"score":0.14927028429212688,"percentile":0.2840902573279387},"Operating Reserve Ratio":{"score":1.191265053496173,"percentile":0.4734240871385269},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.08650959958363617,"percentile":0.6442809389195039},"Revenue Growth":{"score":0.13153338649316096,"percentile":0.8228173571629948},"Asset Growth":{"score":0.12457965679640556,"percentile":0.7373247987637191},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7333399136768072,"percentile":0.8975830451387423}},"source_xml":"201810119349300311_public.xml"},{"Organization":{"value":null,"Person":["David Alder","Mike Davis","Lindsey Anderson","Angela Siela","Christina Fugate","Jonathan Sundheimer","Joanne Sommers","Craig Kuechenberg","Latrice Baxter","Maria Mabe","Matt Svenstrup","Anna Lakin","Derik Wittenberg","Jody Dolder","Jessica Garrett","Dave Humes","Daniel Meiklejohn","Joseph Pettygrove","Matt Boldt","Rick Porten","Kristen Moorehead","Deron Streitenberger","Lisa Watts","Myrna Williams","Ashley Osak","Edward Alexander"],"Title":["Vice President","Trustee","Trustee","Trustee","President","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Secretary","Trustee","Trustee","Trustee","Executive Direc"],"Hours":[10.0,5.0,5.0,5.0,10.0,5.0,10.0,5.0,5.0,5.0,5.0,5.0,10.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,75000],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,75000],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The agency provides older adults with comprehensive and coordinated human services to encourage and promote healthy lifestyles, independence, well being and quality of life.","year":2018,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Derik Wittenberg","year_formation":1978,"state_legal_domicile":"IN","total_volunteers":447,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"4550 North Illinois Street, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":26,"Number of independent voting members":26,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":113013,"Contributions":{"value":82059,"Other contributions":19129,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":13898,"Campaigns":49032,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":15967,"Total revenue":15967,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2111,"Investment income total":2111,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":12876,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":12876,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":230436,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":187499,"Current officers":75000,"Disqualified persons":0,"Other salaries and wages":112499,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":42937,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":9027,"Advertising":1125,"Office expenses":3385,"Information technology":0,"Royalties":0,"Occupancy":8250,"Travel":1153,"Conferences and meetings":342,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":952,"Insurance":2484,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":11699,"Printing and Publications":3553,"Center Projects":3355,"Telephone":2867,"Equipment":1924},"All other expenses":4520},"Functional Expenses":{"value":null,"Program Service Expenses":215681,"Management And General Expenses":10368,"Fundraising Expenses":4387}},"Assets":{"value":175056,"Non-interest bearing cash":19321,"Savings and temp cash investments":44526,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1285,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":109924},"Liabilities":{"value":40010,"Sum of Total Liabilities":0,"Accounts payable, accrued":40010,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":135046,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":135046,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9359692062004201,"percentile":0.8252614131616894},"Fundraising Efficiency":{"score":18.705037611123775,"percentile":0.5804605812036709},"Operating Margin":{"score":-1.0390220594090944,"percentile":0.040316270944155914},"Liabilities to Assets Ratio":{"score":0.2285554336897907,"percentile":0.23532507255425386},"Operating Reserve Ratio":{"score":0.7596729677654533,"percentile":0.3493497409897097},"Officer Compensation Ratio":{"score":0.3254699786491694,"percentile":0.16480598491756232},"Program Expense Growth":{"score":0.06825955609363933,"percentile":0.5939789254679302},"Revenue Growth":{"score":-0.018025111599753056,"percentile":0.30270971549485126},"Asset Growth":{"score":0.038001403491184325,"percentile":0.4791533203040125},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5349889747410095,"percentile":0.4142750665299038}},"source_xml":"202041899349300709_public.xml"},{"Organization":{"value":null,"Person":["Nolan Taylor","Mary Beth Wott","Michael Heavilon","Adam Alexander","Angela Della Rocco","Liz Donaldson","Margaret Francis","Jessica Garrett","Manolo Santalla","Chris Wagner","Myra Whitaker","William Edward Alexander","Lynette Lewis"],"Title":["President","Secretary","Treasurer","Director","Director","Director","Director","Director","Director","Director","Director","Executive Dir.","until 2/10/25"],"Hours":[10.0,10.0,10.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,40.0,21.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,72116,28868],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,72116,28868],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"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.","year":2024,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990EZ","affiliation":null,"foreign_countries":["India"],"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2024-07-01T00:00:00","tax_period_end":"2025-06-30T00:00:00","address":"4550 North Illinois St, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":97074,"Contributions":{"value":67590,"Other contributions":0,"Contributions from gifts and grants":67590,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":17520,"Total revenue":17520,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":266,"Investment income total":266,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":11698,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":11195,"Gross profit from sales of inventory":0,"Gain from sale of assets":503}},"Expenses":{"value":91642,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":4847,"Fundraising professional":0,"Fees to independent contractors":4847},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":70079,"Current officers":70079,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":16716,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":73,"Itemized Expenses":16643,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":27040,"Non-interest bearing cash":0,"Savings and temp cash investments":16007,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":11033},"Liabilities":{"value":3874,"Sum of Total Liabilities":3874,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":23166,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.05595731091744442,"percentile":0.5380735116358742},"Liabilities to Assets Ratio":{"score":0.14326923076923076,"percentile":0.28855924704170377},"Operating Reserve Ratio":{"score":0.2950612164727963,"percentile":0.16042612159145267},"Officer Compensation Ratio":{"score":1.1019401584426354,"percentile":0.012751844035814563},"Program Expense Growth":{"score":-0.18851231169527388,"percentile":0.09269700711481824},"Revenue Growth":{"score":-0.05617177045236484,"percentile":0.20772898981508467},"Asset Growth":{"score":-0.1621464676864974,"percentile":0.06764695904791569},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.3150520602279686,"percentile":0.02492549070741181}},"source_xml":"202600519349200200_public.xml"},{"Organization":{"value":null,"Person":["Joanne Sommers","Nolan Taylor","Mary Beth Wott","Michael Heavilon","Adam Alexander","Angela Della Rocco","Liz Donaldson","Margaret Francis","Jessica Garrett","Manolo Santalla","Chris Wagner","Myra Whitaker","William Edward Alexander","Lynette Lewis"],"Title":["President","Vice President","Secretary","Treasurer","Director","Director","Director","Director","Director","Director","Director","Director","Executive Dir.","Assoc Exec Dir"],"Hours":[10.0,10.0,10.0,10.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,40.0,21.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,75730,32541],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,75730,32541],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"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.","year":2023,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990EZ","affiliation":null,"foreign_countries":["India"],"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"4550 North Illinois St, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":112484,"Contributions":{"value":84193,"Other contributions":0,"Contributions from gifts and grants":84193,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3905,"Total revenue":3905,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1325,"Investment income total":1325,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":23061,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":22315,"Gross profit from sales of inventory":0,"Gain from sale of assets":746}},"Expenses":{"value":137136,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":8658,"Fundraising professional":0,"Fees to independent contractors":8658},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":112949,"Current officers":112949,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":15529,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":3850,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":241,"Itemized Expenses":11438,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":19285,"Non-interest bearing cash":0,"Savings and temp cash investments":5459,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":13826},"Liabilities":{"value":1551,"Sum of Total Liabilities":1551,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":17734,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.21916005831940544,"percentile":0.1422585418773064},"Liabilities to Assets Ratio":{"score":0.0804252009333679,"percentile":0.3463347196890368},"Operating Reserve Ratio":{"score":0.14062682300781706,"percentile":0.08721067349142396},"Officer Compensation Ratio":{"score":0.7895155174425388,"percentile":0.02249521012216081},"Program Expense Growth":{"score":-0.17464383810353473,"percentile":0.0981533006398452},"Revenue Growth":{"score":-0.0502042455523684,"percentile":0.21943524519919783},"Asset Growth":{"score":-0.1562120652039044,"percentile":0.07023273065949091},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.24511753303725523,"percentile":0.003981295032800487}},"source_xml":"202610269349200401_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM EDWARD ALEXANDER","LYNNETTE LEWIS","JOANNE SOMMERS","NOLAN TAYLOR","MICHAEL HEAVILON","MARY BETH WOTT","ADAM ALEXANDER","LIZ DONALDSON","MARGARET FRANCIS","JESSICA GARRETT","MANOLO SANTALLA","CHRISTOPHER WAGNER"],"Title":["EXECUTIVE DIRECTOR","ASSOCIATE EXECUTIVE DIRECTOR","PRESIDENT","VICE PRESIDENT","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[40.0,21.0,10.0,10.0,10.0,10.0,5.0,5.0,5.0,5.0,5.0,5.0],"Total Compensation":[77885,23264,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[77885,23264,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"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.","year":2022,"name":"HERITAGE PLACE OF INDIANAPOLIS INC","phone":3172836662,"website":"WWW.HERITAGEPLACEINDY.ORG","type":"990EZ","affiliation":null,"foreign_countries":["India"],"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"4550 NORTH ILLINOIS STREET, INDIANAPOLIS, IN, 46208, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":139840,"Contributions":{"value":96885,"Other contributions":0,"Contributions from gifts and grants":96885,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2948,"Total revenue":2948,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":197,"Investment income total":197,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":39810,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":38927,"Gross profit from sales of inventory":0,"Gain from sale of assets":883}},"Expenses":{"value":139293,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":22,"Fundraising professional":0,"Fees to independent contractors":22},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":113378,"Current officers":113378,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":25893,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":6600,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":19293,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":44723,"Non-interest bearing cash":0,"Savings and temp cash investments":19378,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":25345},"Liabilities":{"value":2337,"Sum of Total Liabilities":2337,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":42386,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.003911613272311213,"percentile":0.40727445182372846},"Liabilities to Assets Ratio":{"score":0.05225499183865125,"percentile":0.3847411562468762},"Operating Reserve Ratio":{"score":0.3210714106236494,"percentile":0.1724537862710905},"Officer Compensation Ratio":{"score":0.7261599649659352,"percentile":0.02794416929135204},"Program Expense Growth":{"score":-0.15108344012549663,"percentile":0.1089077901389973},"Revenue Growth":{"score":-0.04469429452721312,"percentile":0.23117117707317578},"Asset Growth":{"score":-0.13878010406656635,"percentile":0.07881655039619247},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.30373298653601033,"percentile":0.019275123525537945}},"source_xml":"202420249349200432_public.xml"},{"Organization":{"value":null,"Person":["Edward Alexander","Joanne Sommers","Mike Davis","Angela Siela","Christina Fugate","Jonathan Sundheimer","Barbara Walker","Craig Kuechenberg","Latrice Baxter","Kristen Wrestler","Matt Svenstrup","Heather Rudicil","Joseph Pettygrove","Lisa Watts"],"Title":["Executive Direc","Vice President","President","Secretary","Past President","Trustee","Trustee","Trustee","Trustee","Trustee","Treasurer","Trustee","Trustee","Trustee"],"Hours":[40.0,10.0,5.0,5.0,12.0,5.0,10.0,5.0,5.0,5.0,5.0,5.0,10.0,0.0],"Total Compensation":[75000,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[75000,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The agency provides older adults with comprehensive and coordinated human services to encourage and promote healthy lifestyles, independence, well being and quality of life.","year":2019,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"4550 North Illinois Street, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":118703,"Contributions":{"value":82256,"Other contributions":0,"Contributions from gifts and grants":82256,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6950,"Total revenue":6950,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":29497,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":29497,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":200055,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":6700,"Fundraising professional":0,"Fees to independent contractors":6700},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":169363,"Current officers":169363,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":23992,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":6050,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":4049,"Itemized Expenses":13893,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":97683,"Non-interest bearing cash":0,"Savings and temp cash investments":66474,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":31209},"Liabilities":{"value":43989,"Sum of Total Liabilities":43989,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":53694,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.685340724328787,"percentile":0.05697458505029573},"Liabilities to Assets Ratio":{"score":0.45032400724793464,"percentile":0.14924299406947839},"Operating Reserve Ratio":{"score":0.48828072280122964,"percentile":0.24612838576153753},"Officer Compensation Ratio":{"score":0.3748969033515783,"percentile":0.12950227760339567},"Program Expense Growth":{"score":-0.07522740701505465,"percentile":0.1646163970724961},"Revenue Growth":{"score":-0.05389865736308731,"percentile":0.21207239607699202},"Asset Growth":{"score":-0.03707532708281345,"percentile":0.1932972919628566},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.24856279684592367,"percentile":0.004389263782394268}},"source_xml":"202110469349200006_public.xml"},{"Organization":{"value":null,"Person":["Jay Cunningham","Sandy Harris","Teri House","Craig Kuechenberg","Christina Fugate","Joyce Fillenwarth","Ashley Leonard","Janelle Kilies","Caitlyn Plummer","Todd Relue","Derik Wittenberg","Zach Taylor","Shari Krutulis","Jeff Sewell","Pete Szostak","Rachel Troyer","Myrna Williams","Sarah Nanos","Ruth Ann Hankins"],"Title":["Trustee","Trustee","Trustee","Trustee","Trustee","Secretary","Trustee","Trustee","Trustee","President","Trustee","Trustee","Trustee","Trustee","Treasurer","Trustee","Trustee","Vice President","Executive Direc"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,61983],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,59903],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2080]},"Basic":{"value":null,"mission":"The agency provides older adults with comprehensive and coordinated human services to encourage and promote healthy lifestyles, independence, well being and quality of life.","year":2014,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1978,"state_legal_domicile":"IN","total_volunteers":586,"tax_period_begin":"2014-07-01T00:00:00","tax_period_end":"2015-06-30T00:00:00","address":"4550 North Illinois Street, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":18,"Number of independent voting members":18,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":189970,"Contributions":{"value":173485,"Other contributions":88277,"Contributions from gifts and grants":0,"Fundraising revenue":23542,"Dues":8468,"Campaigns":53198,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2013,"Total revenue":{"value":2013,"Computer Classes":375,"Special Projects":1638},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":76,"Investment income total":76,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":14396,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":14396,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":169626,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":127438,"Current officers":59831,"Disqualified persons":0,"Other salaries and wages":57757,"Pension plan contributions":0,"Other employee benefits":911,"Payroll taxes":8939},"Other expenses":{"value":42188,"Management services":0,"Legal":0,"Accounting":9788,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":2214,"Information technology":0,"Royalties":0,"Occupancy":6000,"Travel":2019,"Conferences and meetings":262,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":2685,"Insurance":2908,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":13409,"Printing and Publications":8667,"Telephone":2474,"Postage and Shipping":1141,"Miscellaneous":1127},"All other expenses":2903},"Functional Expenses":{"value":null,"Program Service Expenses":145294,"Management And General Expenses":20760,"Fundraising Expenses":3572}},"Assets":{"value":194589,"Non-interest bearing cash":44123,"Savings and temp cash investments":135999,"Pledges and grants receivable":5000,"Accounts receivable":1280,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1518,"Land, building, equipment":6669,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":8716,"Sum of Total Liabilities":0,"Accounts payable, accrued":8716,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":185873,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":180873,"Temporarily restricted net assets":5000,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8565550092556565,"percentile":0.7034301918103969},"Fundraising Efficiency":{"score":48.568029115341545,"percentile":0.7780197139584696},"Operating Margin":{"score":0.10709059325156604,"percentile":0.6352219087492783},"Liabilities to Assets Ratio":{"score":0.04479184332105104,"percentile":0.39764647274074},"Operating Reserve Ratio":{"score":1.14716493933713,"percentile":0.4626613117866304},"Officer Compensation Ratio":{"score":0.36540978387747164,"percentile":0.13566086639281053},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6730843963256954,"percentile":0.7959500302276845}},"source_xml":"201630129349301138_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM EDWARD ALEXANDER","MIKE DAVIS","JOANNE SOMMERS","ANGELA GOODWIN","MICHAEL HEAVILON","CHRISTINA FUGATE","JOSEPH PETTYGROVE","NOLAN TAYLOR","MARGARET FRANCIS","BARBARA WALKER","LISA WATTS","KRISTEN WRESTLER"],"Title":["EXECUTIVE DIRECTOR","PRESIDENT","VICE PRESIDENT","SECRETARY","TREASURER","IMMEDIATE PAST PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[40.0,10.0,5.0,5.0,5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[75000,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[75000,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The agency provides older adults with comprehensive and coordinated human services to encourage and promote healthy lifestyles, independence, well being and quality of life.","year":2021,"name":"HERITAGE PLACE OF INDIANAPOLIS INC","phone":3172836662,"website":"WWW.HERITAGEPLACEINDY.ORG","type":"990EZ","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"4550 NORTH ILLINOIS STREET, INDIANAPOLIS, IN, 46208, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":153952,"Contributions":{"value":134041,"Other contributions":0,"Contributions from gifts and grants":134041,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":11510,"Total revenue":11510,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":8401,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":8401,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":140460,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":13088,"Fundraising professional":0,"Fees to independent contractors":13088},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":102979,"Current officers":102979,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":24393,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":6600,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":17793,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":42538,"Non-interest bearing cash":0,"Savings and temp cash investments":9984,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":32554},"Liabilities":{"value":2001,"Sum of Total Liabilities":2001,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":40537,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.08763770525878196,"percentile":0.6012806217810458},"Liabilities to Assets Ratio":{"score":0.04704029338473835,"percentile":0.3936113337036837},"Operating Reserve Ratio":{"score":0.30284778584650435,"percentile":0.16404274715612097},"Officer Compensation Ratio":{"score":0.5339598462195643,"percentile":0.061993692940870225},"Program Expense Growth":{"score":-0.11196575715530208,"percentile":0.1319523290896923},"Revenue Growth":{"score":-0.04628404480735936,"percentile":0.22777097924857448},"Asset Growth":{"score":-0.12226901463141035,"percentile":0.0883942506883569},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.34389886807441394,"percentile":0.045869686382023135}},"source_xml":"202331309349201743_public.xml"},{"Organization":{"value":null,"Person":["JOANNE SOMMERS","MIKE DAVIS","CHRISTINA FUGATE","KRISTEN WRESTLER","NOLAN TAYLOR","MICHAEL HEAVILON","LIZ DONALDSON","MARGARET FRANCIS","MANOLO SANTALLA","CHRIS WAGNER","MARYBETH WOTT","EDWARD ALEXANDER"],"Title":["PRESIDENT","IMMEDIATE PAST PRESIDENT","DIRECTOR","VICE PRESIDENT","SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIREC"],"Hours":[10.0,5.0,2.0,5.0,5.0,5.0,2.0,2.0,2.0,2.0,2.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,75000],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,75000],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The agency provides older adults with comprehensive and coordinated human services to encourage and promote healthy lifestyles, independence, well being and quality of life.","year":2020,"name":"HERITAGE PLACE OF INDIANAPOLIS INC","phone":3172836662,"website":"WWW.HERITAGEPLACEINDY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL HEAVILON","year_formation":1978,"state_legal_domicile":"IN","total_volunteers":11,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"4550 NORTH ILLINOIS STREET, INDIANAPOLIS, IN, 46208, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":11,"Number of employees total":2,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":2,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":142590,"Contributions":{"value":100013,"Other contributions":28260,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":4970,"Campaigns":31683,"Grant revenue":35100,"Related organizations":0},"Program revenue":{"value":5077,"Total revenue":5077,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":37500,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":37500,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":169239,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":137208,"Current officers":75000,"Disqualified persons":0,"Other salaries and wages":50000,"Pension plan contributions":0,"Other employee benefits":2646,"Payroll taxes":9562},"Other expenses":{"value":32031,"Management services":7060,"Legal":0,"Accounting":3000,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":120,"Office expenses":1600,"Information technology":0,"Royalties":0,"Occupancy":2200,"Travel":82,"Conferences and meetings":75,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":2356,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":12527,"REPAIRS AND IMPROVEMENT":6586,"TELEPHONE":2839,"EQUIPMENT":1855,"CENTER PROJECTS":1247},"All other expenses":3011},"Functional Expenses":{"value":null,"Program Service Expenses":154796,"Management And General Expenses":10480,"Fundraising Expenses":3963}},"Assets":{"value":66347,"Non-interest bearing cash":20536,"Savings and temp cash investments":14602,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1285,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":29924},"Liabilities":{"value":39302,"Sum of Total Liabilities":0,"Accounts payable, accrued":3477,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":35825},"Fund balance":{"value":27045,"Net assets without donor restriction":27045,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9146591506685812,"percentile":0.7941703656561914},"Fundraising Efficiency":{"score":25.236689376734798,"percentile":0.6538440490900032},"Operating Margin":{"score":-0.18689248895434463,"percentile":0.15824430332613973},"Liabilities to Assets Ratio":{"score":0.5923704161454173,"percentile":0.11377744238676046},"Operating Reserve Ratio":{"score":0.3920313875643321,"percentile":0.2045093031710749},"Officer Compensation Ratio":{"score":0.44316026447804585,"percentile":0.09354803577158424},"Program Expense Growth":{"score":-0.0469406440067328,"percentile":0.20339914018925434},"Revenue Growth":{"score":-0.05416966931391526,"percentile":0.2115485780341901},"Asset Growth":{"score":-0.08710160558449688,"percentile":0.11572975084017251},"Independent Voting Board Pct":{"score":0.9166666666666666,"percentile":0.24842690827196914},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.41869555227114724,"percentile":0.15288828875708121}},"source_xml":"202123439349300437_public.xml"},{"Organization":{"value":null,"Person":["David Alder","Mike Davis","Lindsey Anderson","Angela Siela","Christina Fugate","Jonathan Sundheimer","Joanne Sommers","Craig Kuechenberg","Latrice Baxter","Maria Mabe","Matt Svenstrup","Anna Lakin","Derik Wittenberg","Jody Butts","Edward Alexander","Joseph Pettygrove","Matt Boldt","Rick Porten","Deron Streitenberger","Lisa Watts","Myrna Williams","Ruth Ann Hankins"],"Title":["Vice President","Trustee","Trustee","Trustee","President","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Treasurer","Trustee","Executive Dir.","Trustee","Trustee","Trustee","Secretary","Trustee","Trustee","Executive Direc"],"Hours":[10.0,5.0,5.0,5.0,12.0,5.0,10.0,5.0,5.0,5.0,5.0,5.0,10.0,5.0,40.0,5.0,5.0,5.0,5.0,5.0,5.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,72113],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,70075],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,2038]},"Basic":{"value":null,"mission":"The agency provides older adults with comprehensive and coordinated human services to encourage and promote healthy lifestyles, independence, well being and quality of life.","year":2017,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Derik Wittenberg","year_formation":1978,"state_legal_domicile":"IN","total_volunteers":390,"tax_period_begin":"2017-07-01T00:00:00","tax_period_end":"2018-06-30T00:00:00","address":"4550 North Illinois Street, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":21,"Number of independent voting members":21,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":218345,"Contributions":{"value":146501,"Other contributions":80996,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":11577,"Campaigns":53928,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":13174,"Total revenue":13174,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5185,"Investment income total":5185,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":53485,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":53485,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":196466,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":137908,"Current officers":56512,"Disqualified persons":0,"Other salaries and wages":67056,"Pension plan contributions":0,"Other employee benefits":2038,"Payroll taxes":12302},"Other expenses":{"value":58558,"Management services":0,"Legal":0,"Accounting":11613,"Lobbying services":0,"Investment management fees":1751,"Other services":0,"Advertising":0,"Office expenses":2007,"Information technology":0,"Royalties":0,"Occupancy":6633,"Travel":1143,"Conferences and meetings":513,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":1905,"Insurance":3015,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":27119,"Center Projects":11982,"Printing and Publications":9840,"Telephone":3207,"Equipment":2090},"All other expenses":2859},"Functional Expenses":{"value":null,"Program Service Expenses":171202,"Management And General Expenses":22037,"Fundraising Expenses":3227}},"Assets":{"value":270475,"Non-interest bearing cash":50085,"Savings and temp cash investments":105438,"Pledges and grants receivable":0,"Accounts receivable":6185,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1285,"Land, building, equipment":953,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":106529},"Liabilities":{"value":19330,"Sum of Total Liabilities":0,"Accounts payable, accrued":19329,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1},"Fund balance":{"value":251145,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":245545,"Temporarily restricted net assets":600,"Permanently restricted net assets":5000},"Ratings":{"Program Expense Ratio":{"score":0.8714077753911619,"percentile":0.7260347772147616},"Fundraising Efficiency":{"score":45.398512550356365,"percentile":0.7671460267262674},"Operating Margin":{"score":0.10020380590350134,"percentile":0.6235936771082844},"Liabilities to Assets Ratio":{"score":0.07146686385063314,"percentile":0.35721949648740725},"Operating Reserve Ratio":{"score":1.3767013121863325,"percentile":0.5143067491010475},"Officer Compensation Ratio":{"score":0.36705078741359826,"percentile":0.13456980474685074},"Program Expense Growth":{"score":0.05067865836546256,"percentile":0.533894572498224},"Revenue Growth":{"score":0.08226324945915571,"percentile":0.7190439914766882},"Asset Growth":{"score":0.1156145621550973,"percentile":0.7188958141227483},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6684586652973584,"percentile":0.7856068225173952}},"source_xml":"201931349349303503_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["Nolan Taylor","Mary Beth Wott","Michael Heavilon","Adam Alexander","Angela Della Rocco","Liz Donaldson","Margaret Francis","Jessica Garrett","Manolo Santalla","Chris Wagner","Myra Whitaker","William Edward Alexander","Lynette Lewis"],"Title":["President","Secretary","Treasurer","Director","Director","Director","Director","Director","Director","Director","Director","Executive Dir.","until 2/10/25"],"Hours":[10.0,10.0,10.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,40.0,21.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,72116,28868],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,72116,28868],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"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.","year":2024,"name":"Heritage Place of Indianapolis Inc","phone":3172836662,"website":"www.heritageplaceindy.org","type":"990EZ","affiliation":null,"foreign_countries":["India"],"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2024-07-01T00:00:00","tax_period_end":"2025-06-30T00:00:00","address":"4550 North Illinois St, Indianapolis, IN, 46208, USA","city":"Indianapolis","state":"IN","country":"USA","zip_code":46208},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":null,"Number of independent voting members":null,"Number of employees total":null,"Total Gross UBI":null,"Net unrelated business taxable income":null,"Number of employees":null,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":false,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":97074,"Contributions":{"value":67590,"Other contributions":0,"Contributions from gifts and grants":67590,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":17520,"Total revenue":17520,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":266,"Investment income total":266,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":11698,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":11195,"Gross profit from sales of inventory":0,"Gain from sale of assets":503}},"Expenses":{"value":91642,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":4847,"Fundraising professional":0,"Fees to independent contractors":4847},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":70079,"Current officers":70079,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":16716,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":73,"Itemized Expenses":16643,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":27040,"Non-interest bearing cash":0,"Savings and temp cash investments":16007,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":11033},"Liabilities":{"value":3874,"Sum of Total Liabilities":3874,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":23166,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.05595731091744442,"percentile":0.5380735116358742},"Liabilities to Assets Ratio":{"score":0.14326923076923076,"percentile":0.28855924704170377},"Operating Reserve Ratio":{"score":0.2950612164727963,"percentile":0.16042612159145267},"Officer Compensation Ratio":{"score":1.1019401584426354,"percentile":0.012751844035814563},"Program Expense Growth":{"score":-0.18851231169527388,"percentile":0.09269700711481824},"Revenue Growth":{"score":-0.05617177045236484,"percentile":0.20772898981508467},"Asset Growth":{"score":-0.1621464676864974,"percentile":0.06764695904791569},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":0.0,"percentile":0.3578721869904765},"Overall Score":{"score":0.3150520602279686,"percentile":0.02492549070741181}},"source_xml":"202600519349200200_public.xml"},"sector":"Human Services","donation_categories":[],"zakat_policy":null},"error":null}