The Heritage Emory Grove Community Development Corporation

Nonprofit profile at a glance

EIN
920340581
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025
Location
Gaithersburg, MD, USA
Phone
3019173040
Rating
92
Verdict
STRONG
Rating confidence
Moderate
Sector
Community, Neighborhood Development
Affiliation
Christianity

Reported finances

Revenue
$194,203
Expenses
$189,898
Assets
$26,678

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • CHAZZ WILSON (VICE PRESIDENT)
  • TIM WARNER (PRESIDENT)

People named in this filing

  • NATAUSHA ADAMSON (TREASURER)
  • CHAZZ WILSON (VICE PRESIDENT)
  • TIM WARNER (PRESIDENT)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See schedule O

What it reported doing in 2025

Primary Exempt Purpose - The Heritage Emory Grove Community Development Corporation (HEG) is a redevelopment project in partnership with the Housing Opportunities Commission (HOC) of Montgomery County and Emory Grove United Methodist Church (EGUMC). The redevelopment plan is projected to create 36 total units of affordable mixed income housing for sale comprised of 8 single family homes, 8 townhomes, and 20 stacked duplex units. In addition to the sale of these units, HOC is also updating the Upper County Community Center and Johnsons Local Park. HEG will use the Community Center to develop and manage programs to provide historical and cultural activities to honor the community originally founded by freed African Americans in 1864. In addition, HEG will assist in the establishment of a community garden in Johnsons Local Park to enhance community camaraderieship. HEG will also address other issues that are important to the local community. The housing redevelopment will recreate the interconnectedness of the original community.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 100
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.4%; rating input score 91
  • Program expense ratio: 93.4%; rating input score 93

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 2.2%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.14; rating input score 15; 15th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 112.7% per year; rating input score 100; 98th percentile among comparable filings
  • Revenue growth: 85.1% per year; rating input score 100; 98th percentile among comparable filings
  • Asset growth: 51% per year; rating input score 100; 93rd percentile among comparable filings

Details

  • Where the money goes: 91.4% of revenue deployed · 93.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $177K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • 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.

  • Moderate — Sustainability: Operating margin scored 37/100.
  • High — Sustainability: Total-asset coverage ratio scored 15/100.