{"success":true,"data":{"_id":541114920,"filings":[{"Organization":{"value":null,"Person":["DAVID W BRANCH","WF MASON JR"],"Title":["PRESIDENT","VICE PRESIDE"],"Hours":[0,0],"Total Compensation":[0,0],"Direct compensation":[0,0],"Other compensation":[0,0]},"Basic":{"value":null,"mission":"Housing services are provided to elderly and handicapped individuals including a 93 unit facility in cape charles virginia, and a 40 unit facility in mountain city, tn.","year":2014,"name":"HERITAGE ACRES I LTD","phone":5409530054,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DAVID W BRANCH","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"110 DRAPER ROAD NW ROOM/SUITE B, BLACKSBURG, VA, 24060, USA","city":"BLACKSBURG","state":"VA","country":"USA","zip_code":24060},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":2,"Number of independent voting members":2,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"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":988583,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":981862,"Total revenue":{"value":981862,"TENANT ASSISTANCE PMTS SEC 8":679157,"RENTAL INCOME - APARTMENTS":406807,"VACANCIES":-104102},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":17,"Investment income total":17,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":6704,"Other total":6704,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":836908,"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":120024,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":120024,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":716884,"Management services":0,"Legal":0,"Accounting":5684,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":1232,"Office expenses":16855,"Information technology":0,"Royalties":0,"Occupancy":222607,"Travel":0,"Conferences and meetings":0,"Interest":256574,"Payments to affiliates":0,"Depreciation and depletion":103415,"Insurance":39548,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":70969,"MANAGEMENT FEES":67974,"OTHER ADMINISTRATIVE EXPE":2995},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":811374,"Management And General Expenses":25534,"Fundraising Expenses":0}},"Assets":{"value":161716,"Non-interest bearing cash":17749,"Savings and temp cash investments":106776,"Pledges and grants receivable":0,"Accounts receivable":2418,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":34773,"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":0},"Liabilities":{"value":2836768,"Sum of Total Liabilities":0,"Accounts payable, accrued":74313,"Grants payable":0,"Deferred, revenue":1832,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":2726548,"Unsecured notes loans payable":0,"Other liabilities":34075},"Fund balance":{"value":-2675052,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":-2675052,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9694900753726814,"percentile":0.8736462101133462},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.15342667231785292,"percentile":0.7030635181147982},"Liabilities to Assets Ratio":{"score":17.541665636053327,"percentile":0.0030293756647051208},"Operating Reserve Ratio":{"score":0.19323031922266246,"percentile":0.11222391552261109},"Officer Compensation Ratio":{"score":null,"percentile":null},"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":0.7244636964013881,"percentile":0.8858909407539383}},"source_xml":"201512199349301571_public.xml"},{"Organization":{"value":null,"Person":["J RICHARD CRANWELL","LINDA C DALTON","WF MASON JR"],"Title":["DIRECTOR","SEC/TREAS","PRESIDENT"],"Hours":[5.0,5.0,5.0],"Total Compensation":[0,0,0],"Direct compensation":[0,0,0],"Other compensation":[0,0,0]},"Basic":{"value":null,"mission":"Housing services were provided to elderly and handicapped individuals including a 93 unit facility in cape charles virginia, and a 40 unit facility in mountain city, tn.","year":2019,"name":"HERITAGE ACRES I LTD","phone":5409530054,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WF MASON JR","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"POST OFFICE BOX 20662, ROANOKE, VA, 24018, USA","city":"ROANOKE","state":"VA","country":"USA","zip_code":24018},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":3,"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":false,"Premiums Paid":false,"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":3790057,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":761182,"Total revenue":{"value":761182,"TENANT ASSISTANCE PMTS SEC 8":553124,"RENTAL INCOME - APARTMENTS":224490,"MISCELLANEOUS INCOME":680,"VACANCIES":-17112},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3025238,"Investment income total":2175,"Net investment gain":3023063,"Income from invest bond proceeds":0},"Other revenues":{"value":3637,"Other total":3637,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":726991,"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":127058,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":117681,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":9377},"Other expenses":{"value":599933,"Management services":0,"Legal":750,"Accounting":12996,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":12715,"Information technology":0,"Royalties":0,"Occupancy":257785,"Travel":3900,"Conferences and meetings":0,"Interest":123816,"Payments to affiliates":0,"Depreciation and depletion":88035,"Insurance":24814,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":75122,"MANAGEMENT FEES":47230,"CONSULTING FEE - ORIX":24260,"OTHER ADMINISTRATIVE EXPE":3632},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":673944,"Management And General Expenses":53047,"Fundraising Expenses":0}},"Assets":{"value":1368755,"Non-interest bearing cash":355,"Savings and temp cash investments":1368400,"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":0},"Liabilities":{"value":28368,"Sum of Total Liabilities":0,"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":28368,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1340387,"Net assets without donor restriction":1340387,"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":0.9270321090632484,"percentile":0.8124749260873418},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.8081846790167008,"percentile":0.9737439518664254},"Liabilities to Assets Ratio":{"score":0.020725403742817377,"percentile":0.4552468073670221},"Operating Reserve Ratio":{"score":1.8827674620456099,"percentile":0.6001765469430763},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.01889596552111464,"percentile":0.262737564063784},"Revenue Growth":{"score":0.2193584281763418,"percentile":0.9097493148510394},"Asset Growth":{"score":0.39580579837152663,"percentile":0.9535500320032343},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7861369907951364,"percentile":0.9497284508006687}},"source_xml":"202023109349302722_public.xml"},{"Organization":{"value":null,"Person":["WF MASON JR","LINDA C DALTON","DAVID W BRANCH"],"Title":["PRESIDENT","SEC/TREAS","PROPERTY MAN"],"Hours":[10.0,2.0,0],"Total Compensation":[0,0,0],"Direct compensation":[0,0,0],"Other compensation":[0,0,0]},"Basic":{"value":null,"mission":"Housing services are provided to elderly and handicapped individuals including a 93 unit facility in cape charles virginia, and a 40 unit facility in mountain city, tn.","year":2017,"name":"HERITAGE ACRES I LTD","phone":5409530054,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WF MASON JR","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"POST OFFICE BOX 20662, ROANOKE, VA, 24018, USA","city":"ROANOKE","state":"VA","country":"USA","zip_code":24018},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":2,"Number of independent voting members":2,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"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":1028602,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1026051,"Total revenue":{"value":1026051,"TENANT ASSISTANCE PMTS SEC 8":716240,"RENTAL INCOME - APARTMENTS":424239,"MISCELLANEOUS INCOME":1000,"TENANT CHARGES":142,"VACANCIES":-115570},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":26,"Investment income total":26,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":2525,"Other total":2525,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":774611,"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":128147,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":118348,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":9799},"Other expenses":{"value":646464,"Management services":0,"Legal":537,"Accounting":11609,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":395,"Office expenses":5470,"Information technology":0,"Royalties":0,"Occupancy":272863,"Travel":2257,"Conferences and meetings":0,"Interest":207533,"Payments to affiliates":0,"Depreciation and depletion":27754,"Insurance":37959,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":80087,"MANAGEMENT FEES":70326,"OTHER ADMINISTRATIVE EXPE":9761},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":747771,"Management And General Expenses":26840,"Fundraising Expenses":0}},"Assets":{"value":264191,"Non-interest bearing cash":10356,"Savings and temp cash investments":216623,"Pledges and grants receivable":0,"Accounts receivable":3529,"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":33683,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":2317495,"Sum of Total Liabilities":0,"Accounts payable, accrued":59667,"Grants payable":0,"Deferred, revenue":5712,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":2178899,"Unsecured notes loans payable":0,"Other liabilities":73217},"Fund balance":{"value":-2053304,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":-2053304,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9653503500466686,"percentile":0.8675549612109592},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.24692835518499867,"percentile":0.7983968382688168},"Liabilities to Assets Ratio":{"score":8.77204371080014,"percentile":0.005043360486895989},"Operating Reserve Ratio":{"score":0.34106280442699627,"percentile":0.18160205437912608},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.03480255537590705,"percentile":0.22568275434211282},"Revenue Growth":{"score":0.011013294172823448,"percentile":0.4198514999645842},"Asset Growth":{"score":0.14424963256608997,"percentile":0.7728544165444525},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.659192235304591,"percentile":0.7638782869232217}},"source_xml":"201802509349300645_public.xml"},{"Organization":{"value":null,"Person":["C RICHARD CRANWELL","ELLEN CRANWELL","WILLIAM C CRANWELL II","WF MASON JR","PETER V MARTIN"],"Title":["PRESIDENT","SR. VICE PRE","VICE PRESIDE","CEO","TREASURER"],"Hours":[0,0,0,0,0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"Prior to 2020, housing services were provided to elderly and handicapped individuals including a 93 unit facility in cape charles, virginia, and a 40 unit facility in mountain city, tn. the direct housing services were terminated in 2019 with the sale of the housing units. in addition to housing for the elderly, the organization's original purposes included supporting other exempt purposes. the organization has restated its purposes in 2020 to include the making of distributions to organizations that qualify as exempt organizations under code section 501(c)(3) and also to provide elderly and handicapped persons with housing facilities and services.","year":2022,"name":"HERITAGE ACRES I LTD","phone":5407744263,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WF MASON JR","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"POST OFFICE BOX 20662, ROANOKE, VA, 24018, USA","city":"ROANOKE","state":"VA","country":"USA","zip_code":24018},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":3302,"Net unrelated business taxable income":2302,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"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":18742,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":15440,"Investment income total":15440,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":3302,"Other total":3302,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9185,"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":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":9185,"Management services":0,"Legal":0,"Accounting":3350,"Lobbying services":0,"Investment management fees":5835,"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":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":9185,"Fundraising Expenses":0}},"Assets":{"value":907868,"Non-interest bearing cash":0,"Savings and temp cash investments":259504,"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":648364,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":28013,"Sum of Total Liabilities":0,"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":28013,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":879855,"Net assets without donor restriction":879855,"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":0.509924234339985,"percentile":0.9210932689911038},"Liabilities to Assets Ratio":{"score":0.030855807231888337,"percentile":0.4269293450206724},"Operating Reserve Ratio":{"score":98.8424605334785,"percentile":0.9892804721822362},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.1314474566552157,"percentile":0.11935893799576865},"Revenue Growth":{"score":-0.023970369424368684,"percentile":0.28433492886461387},"Asset Growth":{"score":0.24660014010319356,"percentile":0.8876401911278567},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6095344367643111,"percentile":0.6331359017899229}},"source_xml":"202343139349302159_public.xml"},{"Organization":{"value":null,"Person":["C RICHARD CRANWELL","ELLEN CRANWELL","WILLIAM C CRANWELL","PETER V MARTIN"],"Title":["PRESIDENT","SR. VICE PRE","VICE PRESIDE","TREASURER"],"Hours":[5.0,2.0,2.0,5.0],"Total Compensation":[0,0,0,0],"Direct compensation":[0,0,0,0],"Other compensation":[0,0,0,0]},"Basic":{"value":null,"mission":"Prior to 2020, housing services were provided to elderly and handicapped individuals including a 93 unit facility in cape charles, virginia, and a 40 unit facility in mountain city, tn. the direct housing services were terminated in 2019 with the sale of the housing units. in addition to housing for the elderly, the organization's original purposes included supporting other exempt purposes. the organization has restated its purposes in 2020 to include the making of distributions to organizations that qualify as exempt organizations under code section 501(c)(3) and also to provide elderly and handicapped persons with housing facilities and services.","year":2024,"name":"HERITAGE ACRES I LTD","phone":5407744263,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PETER V MARTIN","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"POST OFFICE BOX 20369, ROANOKE, VA, 24019, USA","city":"ROANOKE","state":"VA","country":"USA","zip_code":24019},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":4,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":842,"Net unrelated business taxable income":null,"Number of employees":0,"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":-255109,"Contributions":{"value":28013,"Other contributions":28013,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":-283964,"Investment income total":2349,"Net investment gain":-286313,"Income from invest bond proceeds":0},"Other revenues":{"value":842,"Other total":842,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":754021,"Grant expense":{"value":752260,"Grants to domestic orgs":752260,"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":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1761,"Management services":0,"Legal":0,"Accounting":1700,"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":36,"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":25,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":752260,"Management And General Expenses":1761,"Fundraising Expenses":0}},"Assets":{"value":2723,"Non-interest bearing cash":0,"Savings and temp cash investments":2723,"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":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"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":2723,"Net assets without donor restriction":2723,"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":0.9976645212799113,"percentile":0.9198398089146319},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":3.955681689003524,"percentile":0.9987506824880943},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.0036113052554239207,"percentile":0.022702732415582936},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.08742072796606247,"percentile":0.15234734160467728},"Revenue Growth":{"score":-0.1233238885800469,"percentile":0.12132252997115502},"Asset Growth":{"score":0.10823706024835575,"percentile":0.7025785102557539},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7181183459179341,"percentile":0.876994022257895}},"source_xml":"202543049349302139_public.xml"},{"Organization":{"value":null,"Person":["C RICHARD CRANWELL","ELLEN CRANWELL","WILLIAM C CRANWELL","PETER V MARTIN"],"Title":["PRESIDENT","SR. VICE PRE","VICE PRESIDE","TREASURER"],"Hours":[0,0,0,0],"Total Compensation":[0,0,0,0],"Direct compensation":[0,0,0,0],"Other compensation":[0,0,0,0]},"Basic":{"value":null,"mission":"Prior to 2020, housing services were provided to elderly and handicapped individuals including a 93 unit facility in cape charles, virginia, and a 40 unit facility in mountain city, tn. the direct housing services were terminated in 2019 with the sale of the housing units. in addition to housing for the elderly, the organization's original purposes included supporting other exempt purposes. the organization has restated its purposes in 2020 to include the making of distributions to organizations that qualify as exempt organizations under code section 501(c)(3) and also to provide elderly and handicapped persons with housing facilities and services.","year":2025,"name":"HERITAGE ACRES I LTD","phone":5407744263,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PETER V MARTIN","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2025-01-01T00:00:00","tax_period_end":"2025-12-01T00:00:00","address":"POST OFFICE BOX 20369, ROANOKE, VA, 24019, USA","city":"ROANOKE","state":"VA","country":"USA","zip_code":24019},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":4,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"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":4,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4,"Investment income total":4,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2727,"Grant expense":{"value":1382,"Grants to domestic orgs":1382,"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":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1345,"Management services":0,"Legal":0,"Accounting":1300,"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":0,"Itemized Expenses":45,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1382,"Management And General Expenses":1345,"Fundraising Expenses":0}},"Assets":{"value":0,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"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":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"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":0,"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":0.5067840117345068,"percentile":0.4766270854647837},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-680.75,"percentile":0.0012299561475287053},"Liabilities to Assets Ratio":{"score":null,"percentile":null},"Operating Reserve Ratio":{"score":0.0,"percentile":0.01998217959084195},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.11085826439417255,"percentile":0.13275567030362442},"Revenue Growth":{"score":-0.14098578129148517,"percentile":0.10762598999790304},"Asset Growth":{"score":0.052641498845972835,"percentile":0.5368359609254948},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.36075195626034406,"percentile":0.06541938887481219}},"source_xml":"202610519349300636_public.xml"},{"Organization":{"value":null,"Person":["DAVID W BRANCH","WF MASON JR"],"Title":["PRESIDENT","VICE PRESIDE"],"Hours":[0.0,0.0],"Total Compensation":[0,0],"Direct compensation":[0,0],"Other compensation":[0,0]},"Basic":{"value":null,"mission":"Housing services are provided to elderly and handicapped individuals including a 93 unit facility in cape charles virginia, and a 40 unit facility in mountain city, tn.","year":2015,"name":"HERITAGE ACRES I LTD","phone":5409530054,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DAVID W BRANCH","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"110 DRAPER ROAD NW RM/STE B, BLACKSBURG, VA, 24060, USA","city":"BLACKSBURG","state":"VA","country":"USA","zip_code":24060},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":2,"Number of independent voting members":1,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"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":993139,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":989066,"Total revenue":{"value":989066,"RENTAL INCOME - APARTMENTS":620292,"TENANT ASSISTANCE PMTS SEC 8":495055,"VACANCIES":-126281},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":26,"Investment income total":26,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":4047,"Other total":4047,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":796251,"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":116585,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":116585,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":679666,"Management services":0,"Legal":0,"Accounting":4493,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":10519,"Information technology":0,"Royalties":0,"Occupancy":250960,"Travel":6875,"Conferences and meetings":0,"Interest":241705,"Payments to affiliates":0,"Depreciation and depletion":44484,"Insurance":39410,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":81220,"MANAGEMENT FEES":68594,"OTHER ADMINISTRATIVE EXPE":7170,"BAD DEBTS":5456},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":774069,"Management And General Expenses":22182,"Fundraising Expenses":0}},"Assets":{"value":178900,"Non-interest bearing cash":26558,"Savings and temp cash investments":150121,"Pledges and grants receivable":0,"Accounts receivable":2221,"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":0},"Liabilities":{"value":2657064,"Sum of Total Liabilities":0,"Accounts payable, accrued":59330,"Grants payable":0,"Deferred, revenue":5349,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":2558858,"Unsecured notes loans payable":0,"Other liabilities":33527},"Fund balance":{"value":-2478164,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":-2478164,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9721419502141913,"percentile":0.8776608556951012},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.19824818076825096,"percentile":0.7545256170212072},"Liabilities to Assets Ratio":{"score":14.852230296254891,"percentile":0.003421029344529057},"Operating Reserve Ratio":{"score":0.22467789679385017,"percentile":0.1271398687902149},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.06862207447131193,"percentile":0.17226763301830933},"Revenue Growth":{"score":0.004211990368548315,"percentile":0.38847057170077925},"Asset Growth":{"score":0.11355739884129752,"percentile":0.7144478832306698},"Independent Voting Board Pct":{"score":0.5,"percentile":0.13286510289801773},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5675876021011549,"percentile":0.5095701669252135}},"source_xml":"201622259349303557_public.xml"},{"Organization":{"value":null,"Person":["DAVID W BRANCH","WF MASON JR"],"Title":["PRESIDENT","VICE PRESIDE"],"Hours":[0,0],"Total Compensation":[0,0],"Direct compensation":[0,0],"Other compensation":[0,0]},"Basic":{"value":null,"mission":"Housing services are provided to elderly and handicapped individuals including a 93 unit facility in cape charles virginia, and a 40 unit facility in mountain city, tn.","year":2013,"name":"HERITAGE ACRES I LTD","phone":null,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DAVID W BRANCH","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"110 DRAPER ROAD, BLACKSBURG, VA, 24060, USA","city":"BLACKSBURG","state":"VA","country":"USA","zip_code":24060},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":2,"Number of independent voting members":1,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"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":984809,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":981273,"Total revenue":{"value":981273,"TENANT ASSISTANCE PMTS SEC 8":677055,"RENTAL INCOME - APARTMENTS":410161,"VACANCIES":-105943},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":10,"Investment income total":10,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":3526,"Other total":3526,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":893911,"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":102131,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":102131,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":791780,"Management services":0,"Legal":0,"Accounting":4985,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":672,"Office expenses":1739,"Information technology":0,"Royalties":0,"Occupancy":312401,"Travel":299,"Conferences and meetings":0,"Interest":269831,"Payments to affiliates":0,"Depreciation and depletion":101964,"Insurance":30514,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":69375,"MANAGEMENT FEES":65571,"OTHER ADMINISTRATIVE EXPE":3804},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":887187,"Management And General Expenses":6724,"Fundraising Expenses":0}},"Assets":{"value":142338,"Non-interest bearing cash":6331,"Savings and temp cash investments":100170,"Pledges and grants receivable":0,"Accounts receivable":1064,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":34773,"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":0},"Liabilities":{"value":3001493,"Sum of Total Liabilities":0,"Accounts payable, accrued":90496,"Grants payable":0,"Deferred, revenue":1213,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":2877851,"Unsecured notes loans payable":0,"Other liabilities":31933},"Fund balance":{"value":-2859155,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":-2859155,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9924779983689651,"percentile":0.9102589561196459},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.09230013129449467,"percentile":0.6096918098779235},"Liabilities to Assets Ratio":{"score":21.08708145400385,"percentile":0.002643252659230163},"Operating Reserve Ratio":{"score":0.15923061691823906,"percentile":0.09607581171478696},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.5,"percentile":0.13286510289801773},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6181532595696164,"percentile":0.6575904285731713}},"source_xml":"201432249349302618_public.xml"},{"Organization":{"value":null,"Person":["C RICHARD CRANWELL","ELLEN CRANWELL","WILLIAM C CRANWELL","WF MASON JR","PETER V MARTIN"],"Title":["PRESIDENT","SR. VICE PRE","VICE PRESIDE","CEO","TREASURER"],"Hours":[5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"Prior to 2020, housing services were provided to elderly and handicapped individuals including a 93 unit facility in cape charles, virginia, and a 40 unit facility in mountain city, tn. the direct housing services were terminated in 2019 with the sale of the housing units. in addition to housing for the elderly, the organization's original purposes included supporting other exempt purposes. the organization has restated its purposes in 2020 to include the making of distributions to organizations that qualify as exempt organizations under code section 501(c)(3) and also to provide elderly and handicapped persons with housing facilities and services.","year":2023,"name":"HERITAGE ACRES I LTD","phone":5407744263,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WF MASON JR","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"POST OFFICE BOX 20369, ROANOKE, VA, 24019, USA","city":"ROANOKE","state":"VA","country":"USA","zip_code":24019},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":-1260,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"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":3821,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5102,"Investment income total":5102,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":-1281,"Other total":-1281,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":222691,"Grant expense":{"value":220006,"Grants to domestic orgs":220006,"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":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2685,"Management services":0,"Legal":0,"Accounting":1650,"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":18,"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":{"value":1017,"UNRELATED BUS INCOME TAX":483,"PENALTIES & NONDEDUCTIBLE":484,"REGISTRATION & FRANCHISE":50},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":220006,"Management And General Expenses":2685,"Fundraising Expenses":0}},"Assets":{"value":891955,"Non-interest bearing cash":0,"Savings and temp cash investments":39402,"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":852553,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":28013,"Sum of Total Liabilities":0,"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":28013,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":863942,"Net assets without donor restriction":863942,"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":0.9879429343799255,"percentile":0.9025017521529327},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-57.28081654017273,"percentile":0.003857598999241646},"Liabilities to Assets Ratio":{"score":0.03140629291836471,"percentile":0.425609357409383},"Operating Reserve Ratio":{"score":4.005348217934268,"percentile":0.7689916796998701},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.13456826264938365,"percentile":0.11758987353052826},"Revenue Growth":{"score":-0.07692897071230687,"percentile":0.17315363938753325},"Asset Growth":{"score":0.19087626427400667,"percentile":0.8368706976817211},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5563796354066614,"percentile":0.4761663256594545}},"source_xml":"202443199349303094_public.xml"},{"Organization":{"value":null,"Person":["WF MASON JR","LINDA C DALTON","DAVID W BRANCH"],"Title":["PRESIDENT","SEC/TREAS","PROPERTY MAN"],"Hours":[0,0,0],"Total Compensation":[0,0,0],"Direct compensation":[0,0,0],"Other compensation":[0,0,0]},"Basic":{"value":null,"mission":"Housing services are provided to elderly and handicapped individuals including a 93 unit facility in cape charles virginia, and a 40 unit facility in mountain city, tn.","year":2018,"name":"HERITAGE ACRES I LTD","phone":5409530054,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WF MASON JR","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"POST OFFICE BOX 20662, ROANOKE, VA, 24018, USA","city":"ROANOKE","state":"VA","country":"USA","zip_code":24018},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":2,"Number of independent voting members":2,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"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":1108416,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1103350,"Total revenue":{"value":1103350,"TENANT ASSISTANCE PMTS SEC 8":782651,"RENTAL INCOME - APARTMENTS":377342,"MISCELLANEOUS INCOME":25,"VACANCIES":-56668},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":43,"Investment income total":43,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":5023,"Other total":5023,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":963847,"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":164447,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":153097,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":11350},"Other expenses":{"value":799400,"Management services":0,"Legal":0,"Accounting":12499,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":418,"Office expenses":6625,"Information technology":0,"Royalties":0,"Occupancy":408539,"Travel":3241,"Conferences and meetings":0,"Interest":187962,"Payments to affiliates":0,"Depreciation and depletion":61254,"Insurance":33084,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":85778,"MANAGEMENT FEES":72033,"OTHER ADMINISTRATIVE EXPE":13310,"OTHER TAXES & LICENSES":435},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":931413,"Management And General Expenses":32434,"Fundraising Expenses":0}},"Assets":{"value":494341,"Non-interest bearing cash":33701,"Savings and temp cash investments":255957,"Pledges and grants receivable":0,"Accounts receivable":3242,"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":15385,"Land, building, equipment":186056,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":2217020,"Sum of Total Liabilities":0,"Accounts payable, accrued":44093,"Grants payable":0,"Deferred, revenue":112,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":2132778,"Unsecured notes loans payable":0,"Other liabilities":40037},"Fund balance":{"value":-1722679,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":-1722679,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9663494309781532,"percentile":0.8689754134678127},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.13042846729025925,"percentile":0.6714724969780986},"Liabilities to Assets Ratio":{"score":4.484798954567799,"percentile":0.008585859827311863},"Operating Reserve Ratio":{"score":0.5128832688175613,"percentile":0.25643059508404875},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.002278444602134692,"percentile":0.3327897748159599},"Revenue Growth":{"score":0.021200689472461988,"percentile":0.47078223587714046},"Asset Growth":{"score":0.24904073908924865,"percentile":0.889416559872402},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6660725670218375,"percentile":0.7798826609881683}},"source_xml":"201943189349307299_public.xml"},{"Organization":{"value":null,"Person":["C RICHARD CRANWELL","ELLEN CRANWELL","WILLIAM C CRANWELL","LINDA C DALTON","WF MASON JR"],"Title":["VICE PRESIDE","DIRECTOR","DIRECTOR, CH","SEC/TREAS","PRESIDENT"],"Hours":[5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"Prior to 2020, housing services were provided to elderly and handicapped individuals including a 93 unit facility in cape charles, virginia, and a 40 unit facility in mountain city, tn. in addition to housing for the elderly, the organization's original purposes included supporting other exempt purposes.","year":2020,"name":"HERITAGE ACRES I LTD","phone":5407744263,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WF MASON JR","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"POST OFFICE BOX 20662, ROANOKE, VA, 24018, USA","city":"ROANOKE","state":"VA","country":"USA","zip_code":24018},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"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":130897,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3291,"Total revenue":3291,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":127606,"Investment income total":29696,"Net investment gain":97910,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":284566,"Grant expense":{"value":256854,"Grants to domestic orgs":256854,"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":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":27712,"Management services":0,"Legal":4377,"Accounting":8160,"Lobbying services":0,"Investment management fees":8771,"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":1454,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4950,"OTHER LOSSES - SUNOCO":4900,"REGISTRATION & FRANCHISE":50},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":261231,"Management And General Expenses":23335,"Fundraising Expenses":0}},"Assets":{"value":1233897,"Non-interest bearing cash":0,"Savings and temp cash investments":261905,"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":971992,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":28013,"Sum of Total Liabilities":0,"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":28013,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1205884,"Net assets without donor restriction":1205884,"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":0.9179979336955223,"percentile":0.799152320494953},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-1.1739688457336686,"percentile":0.03654549237885747},"Liabilities to Assets Ratio":{"score":0.02270286741924164,"percentile":0.4490715021967019},"Operating Reserve Ratio":{"score":4.336066149856272,"percentile":0.782898793292752},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.07524379335975014,"percentile":0.1646001160238937},"Revenue Growth":{"score":0.07964980364956689,"percentile":0.7114879652034757},"Asset Growth":{"score":0.3472088441389173,"percentile":0.9391445113542092},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5961628707121834,"percentile":0.5942134832471833}},"source_xml":"202143169349302579_public.xml"},{"Organization":{"value":null,"Person":["DAVID W BRANCH","WF MASON JR"],"Title":["PRESIDENT","VICE PRESIDE"],"Hours":[16.0,0],"Total Compensation":[0,0],"Direct compensation":[0,0],"Other compensation":[0,0]},"Basic":{"value":null,"mission":"Housing services are provided to elderly and handicapped individuals including a 93 unit facility in cape charles virginia, and a 40 unit facility in mountain city, tn.","year":2016,"name":"HERITAGE ACRES I LTD","phone":5409530054,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DAVID W BRANCH","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"110 DRAPER ROAD NW RM/STE B, BLACKSBURG, VA, 24060, USA","city":"BLACKSBURG","state":"VA","country":"USA","zip_code":24060},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":2,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"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":1011271,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1009210,"Total revenue":{"value":1009210,"TENANT ASSISTANCE PMTS SEC 8":713054,"RENTAL INCOME - APARTMENTS":412072,"VACANCIES":-115916},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":23,"Investment income total":23,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":2038,"Other total":2038,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":840402,"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":135704,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":128198,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":7506},"Other expenses":{"value":704698,"Management services":0,"Legal":462,"Accounting":12727,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":685,"Office expenses":4934,"Information technology":0,"Royalties":0,"Occupancy":298592,"Travel":2423,"Conferences and meetings":0,"Interest":225330,"Payments to affiliates":0,"Depreciation and depletion":39541,"Insurance":37921,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":82083,"MANAGEMENT FEES":69033,"OTHER ADMINISTRATIVE EXPE":13050},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":809691,"Management And General Expenses":30711,"Fundraising Expenses":0}},"Assets":{"value":187717,"Non-interest bearing cash":14032,"Savings and temp cash investments":171240,"Pledges and grants receivable":0,"Accounts receivable":2445,"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":0},"Liabilities":{"value":2495012,"Sum of Total Liabilities":0,"Accounts payable, accrued":77050,"Grants payable":0,"Deferred, revenue":7473,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":2376530,"Unsecured notes loans payable":0,"Other liabilities":33959},"Fund balance":{"value":-2307295,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":-2307295,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9634567742580337,"percentile":0.8647787050985636},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.16896459999347355,"percentile":0.7224128580655063},"Liabilities to Assets Ratio":{"score":13.291348146411886,"percentile":0.0037213244776995017},"Operating Reserve Ratio":{"score":0.22336572259466303,"percentile":0.12651439627553854},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.0328783199449414,"percentile":0.22971916904955522},"Revenue Growth":{"score":0.008441043571298924,"percentile":0.4076928180934759},"Asset Growth":{"score":0.09144334554498405,"percentile":0.6609824362101105},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5614870877515775,"percentile":0.49141655749169616}},"source_xml":"201722249349300502_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["C RICHARD CRANWELL","ELLEN CRANWELL","WILLIAM C CRANWELL","PETER V MARTIN"],"Title":["PRESIDENT","SR. VICE PRE","VICE PRESIDE","TREASURER"],"Hours":[0,0,0,0],"Total Compensation":[0,0,0,0],"Direct compensation":[0,0,0,0],"Other compensation":[0,0,0,0]},"Basic":{"value":null,"mission":"Prior to 2020, housing services were provided to elderly and handicapped individuals including a 93 unit facility in cape charles, virginia, and a 40 unit facility in mountain city, tn. the direct housing services were terminated in 2019 with the sale of the housing units. in addition to housing for the elderly, the organization's original purposes included supporting other exempt purposes. the organization has restated its purposes in 2020 to include the making of distributions to organizations that qualify as exempt organizations under code section 501(c)(3) and also to provide elderly and handicapped persons with housing facilities and services.","year":2025,"name":"HERITAGE ACRES I LTD","phone":5407744263,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PETER V MARTIN","year_formation":1978,"state_legal_domicile":"VA","total_volunteers":null,"tax_period_begin":"2025-01-01T00:00:00","tax_period_end":"2025-12-01T00:00:00","address":"POST OFFICE BOX 20369, ROANOKE, VA, 24019, USA","city":"ROANOKE","state":"VA","country":"USA","zip_code":24019},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":4,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"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":4,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4,"Investment income total":4,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2727,"Grant expense":{"value":1382,"Grants to domestic orgs":1382,"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":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1345,"Management services":0,"Legal":0,"Accounting":1300,"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":0,"Itemized Expenses":45,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1382,"Management And General Expenses":1345,"Fundraising Expenses":0}},"Assets":{"value":0,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"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":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"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":0,"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":0.5067840117345068,"percentile":0.4766270854647837},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-680.75,"percentile":0.0012299561475287053},"Liabilities to Assets Ratio":{"score":null,"percentile":null},"Operating Reserve Ratio":{"score":0.0,"percentile":0.01998217959084195},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.11085826439417255,"percentile":0.13275567030362442},"Revenue Growth":{"score":-0.14098578129148517,"percentile":0.10762598999790304},"Asset Growth":{"score":0.052641498845972835,"percentile":0.5368359609254948},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.36075195626034406,"percentile":0.06541938887481219}},"source_xml":"202610519349300636_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}