Heritage Master Cemetery Perpetual Care Trust Tennessee

Orlando, FL
Tax-exempt since Oct. 2005
EIN: 20-2651465

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Type of Nonprofit

Designated as a 501(c)(13) Cemetery companies.

Category: Mutual/Membership Benefit Organizations, Other / Cemeteries, Burial Services (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.36M (2024)

Expenses

$402k (2024)

Total Assets

$8.62M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,356,855

Expenses

$402,032

Net Income

$954,823

Net Assets

$8,621,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$241,093	17.8%
Investment Income	$268,125	19.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$847,637	62.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$27,815	6.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,621,540
Total Liabilities	$0
Net Assets	$8,621,540

Compensation

Key Employees and Officers	Compensation	Related	Other
Truist Bank Formerly Suntrust Bank (Trustee)	$0	$27,815	$0

990

Filed on May 13, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

-$453,503

Expenses

$388,228

Net Income

-$841,731

Net Assets

$7,645,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$209,385
Investment Income	$337,950
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,000,838
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$36,558	9.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,645,772
Total Liabilities	$0
Net Assets	$7,645,772

Compensation

Key Employees and Officers	Compensation	Related	Other
Truist Bank Formerly Suntrust Bank (Trustee)	$0	$36,558	$0

990

Filed on April 30, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$221,430

Expenses

$508,272

Net Income

-$286,842

Net Assets

$8,507,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$227,586	> 100%
Investment Income	$135,248	61.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$141,404
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$26,633	5.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,507,846
Total Liabilities	$0
Net Assets	$8,507,846

Compensation

Key Employees and Officers	Compensation	Related	Other
Truist Bank Formerly Suntrust Bank (Trustee)	$0	$26,633	$0

990

Filed on May 3, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$1,215,379

Expenses

$475,986

Net Income

$739,393

Net Assets

$8,800,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$205,251	16.9%
Investment Income	$89,915	7.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$920,213	75.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$22,932	4.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,800,663
Total Liabilities	$0
Net Assets	$8,800,663

Compensation

Key Employees and Officers	Compensation	Related	Other
Truist Bank Formerly Suntrust Bank (Trustee)	$0	$22,932	$0

990

Filed on May 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$297,727

Expenses

$495,471

Net Income

-$197,744

Net Assets

$8,067,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$168,677	56.7%
Investment Income	$155,516	52.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$26,466
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$27,187	5.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,067,099
Total Liabilities	$0
Net Assets	$8,067,099

Compensation

Key Employees and Officers	Compensation	Related	Other
Truist Bank Formerly Suntrust Bank (Trustee)	$0	$27,187	$0

990

Filed on May 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$690,319

Expenses

$339,599

Net Income

$350,720

Net Assets

$8,254,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$156,198	22.6%
Investment Income	$141,847	20.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$390,654	56.6%
Net Inventory Sales	$0
Other Revenue	$1,620	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$15,336	4.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,254,618
Total Liabilities	$0
Net Assets	$8,254,618

Compensation

Key Employees and Officers	Compensation	Related	Other
Truist Bank (Trustee)	$0	$15,336	$0

990

Filed on May 26, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$382,482

Expenses

$469,388

Net Income

-$86,906

Net Assets

$7,913,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$204,559	53.5%
Investment Income	$199,188	52.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$21,265
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$15,045	3.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,913,624
Total Liabilities	$0
Net Assets	$7,913,624

Compensation

Key Employees and Officers	Compensation	Related	Other
Suntrust Bank (Trustee)	$0	$15,045	$0

990

Filed on April 30, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$1,043,902

Expenses

$433,271

Net Income

$610,631

Net Assets

$7,983,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$183,115	17.5%
Investment Income	$162,507	15.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$698,280	66.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$14,529	3.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,983,611
Total Liabilities	$0
Net Assets	$7,983,611

Compensation

Key Employees and Officers	Compensation	Related	Other
Suntrust Bank (Trustee)	$0	$14,529	$0

990

Filed on May 8, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$251,473

Expenses

$402,861

Net Income

-$151,388

Net Assets

$7,379,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$157,996	62.8%
Investment Income	$180,104	71.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$86,627
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$36,579	9.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,379,371
Total Liabilities	$0
Net Assets	$7,379,371

Compensation

Key Employees and Officers	Compensation	Related	Other
Suntrust Bank (Trustee)	$0	$36,579	$0

990

Filed on May 15, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$210,191

Expenses

$433,768

Net Income

-$223,577

Net Assets

$7,541,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$163,222	77.7%
Investment Income	$245,396	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$198,427
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$51,866	12.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,541,085
Total Liabilities	$0
Net Assets	$7,541,085

Compensation

Key Employees and Officers	Compensation	Related	Other
Suntrust Bank (Trustee)	$0	$51,866	$0

990

Filed on May 20, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$261,175

Expenses

$218,394

Net Income

$42,781

Net Assets

$3,656,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$85,835	32.9%
Investment Income	$141,502	54.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$33,838	13.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$23,670	10.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,656,455
Total Liabilities	$0
Net Assets	$3,656,455

Compensation

Key Employees and Officers	Compensation	Related	Other
Suntrust Bank (Trustee)	$0	$23,670	$0

990

Filed on May 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$211,335

Expenses

$207,516

Net Income

$3,819

Net Assets

$3,613,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$110,736	52.4%
Investment Income	$102,615	48.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$2,016
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$20,216	9.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,613,757
Total Liabilities	$0
Net Assets	$3,613,757

Compensation

Key Employees and Officers	Compensation	Related	Other
Suntrust Bank (Trustee)	$0	$20,216	$0

990

Filed on May 12, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$339,581

Expenses

$197,234

Net Income

$142,347

Net Assets

$3,606,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$113,419	33.4%
Investment Income	$140,746	41.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$85,416	25.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$16,991	8.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,606,057
Total Liabilities	$0
Net Assets	$3,606,057

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$381,325

Expenses

$197,081

Net Income

$184,244

Net Assets

$3,463,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$104,117	27.3%
Investment Income	$145,468	38.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$131,740	34.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$15,383	7.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,465,106
Total Liabilities	$1,396
Net Assets	$3,463,710

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated December 22, 2025

Heritage Master Cemetery Perpetual Care Trust Tennessee

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.36M (2024)

Expenses $402k (2024)

Total Assets $8.62M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

Revenue

$1.36M (2024)

Expenses

$402k (2024)

Total Assets

$8.62M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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2005

Fiscal Year Ending Dec.
2004