Heritage Palms Veterans Association Incorporated
Nonprofit profile at a glance
- EIN
- 474269790
- IRS 990-EZ coverage
- 2017–2024
- Forms available
- Form 990-EZ 2024
- Location
- Fort Myers, FL, USA
- Phone
- 2392743802
- Rating
- 69
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Military, Veterans' Organizations
Reported finances
- Revenue
- $46,931
- Expenses
- $32,539
- Assets
- $58,724
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- RICHARD JENKINS (PRESIDENT)
People named in this filing
- RICHARD JENKINS (PRESIDENT)
- STEVE HALL (SECRETARY)
- BILL BROPHY (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The primary purpose of this organization is to assist disabled veterans.
What it reported doing in 2024
The organization held a golf outing to entertain and foster unity for disabled veterans.
Operating model
- Revenue model
- Other-operating. 80% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filed totals do not add up.
Rating breakdown
- Financial Efficiency: 63
- Transparency & Controls: 82
- Sustainability: 71
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 53.8%; rating input score 54
- Program expense ratio: 77.6%; rating input score 78
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 30.7%; rating input score 82; 82nd percentile among comparable filings
- Total-asset coverage ratio: 1.8; rating input score 62; 62nd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -5.6% per year; rating input score 0; 34th percentile among comparable filings
- Revenue growth: -1.9% per year; rating input score 0; 44th percentile among comparable filings
- Asset growth: 13.9% per year; rating input score 100; 79th percentile among comparable filings
Details
- Where the money goes: 53.8% of revenue deployed · 77.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $25K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 8 filing years from 2017 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 54/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.