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Heritage Housing Partners Corporation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$877k (2022)

Expenses
$926k (2022)

Total Assets
$11.6M (2022)

Total Liabilities
$3.95M (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$877,175
Expenses
$925,697
Net Income
-$48,522
Net Assets
$7,685,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $727,175
82.9%
Investment Income $145,587
16.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,413
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $109,043
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $124,413
13.4%
Assets/Debt
Total Assets $11,635,785
Total Liabilities $3,950,429
Net Assets $7,685,356
Compensation
Key Employees and Officers Compensation Related Other
Guy Coates (Maintenance Supervisor) $106,712 $0 $5,247
Grace Morris (Executive Director) $102,897 $0 $371
Edward Plitt Iii (Board President) $0 $0 $0
Shaun Eddy (Vice President) $0 $0 $0
Julia Mattis (Treasurer) $0 $0 $0
Heather Swan (Secretary) $0 $0 $0
Mary Calder (Board Member) $0 $0 $0
Lori Clemons (Board Member) $0 $0 $0
Claude De Vastey Jones Esq (Board Member) $0 $0 $0
Sherman Howell (Board Member) $0 $0 $0
Sekou Murphy (Board Member) $0 $0 $0
Vipin Sahijwani (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$964,765
Expenses
$850,604
Net Income
$114,161
Net Assets
$7,990,646
Notable Sources of Revenue Percent of Total Revenue
Contributions $340
0.0%
Program Services $785,759
81.4%
Investment Income $151,720
15.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,946
2.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $95,931
11.3%
Professional Fundraising Fees $0
Other Salaries and Wages $113,048
13.3%
Assets/Debt
Total Assets $11,997,487
Total Liabilities $4,006,841
Net Assets $7,990,646
Compensation
Key Employees and Officers Compensation Related Other
Grace Morris (Executive Director) $95,560 $0 $371
Edward Plitt Iii (Board President) $0 $0 $0
Shaun Eddy (Vice President) $0 $0 $0
Julia Mattis (Treasurer) $0 $0 $0
Heather Swan (Secretary) $0 $0 $0
Mary Calder (Board Member) $0 $0 $0
Lori Clemons (Board Member) $0 $0 $0
Claude De Vastey Jones Esq (Board Member) $0 $0 $0
Sherman Howell (Board Member) $0 $0 $0
Sekou Murphy (Board Member) $0 $0 $0
Vipin Sahijwani (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,342,341
Expenses
$836,295
Net Income
$506,046
Net Assets
$7,859,263
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,562
0.1%
Program Services $1,230,505
91.7%
Investment Income $125,881
9.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$15,607
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $157,143
18.8%
Assets/Debt
Total Assets $11,973,204
Total Liabilities $4,113,941
Net Assets $7,859,263
Compensation
Key Employees and Officers Compensation Related Other
Grace Morris (Executive Director) $96,329 $0 $316
Edward Plitt Iii (Board President) $0 $0 $0
Shaun Eddy (Vice President) $0 $0 $0
Julia Mattis (Treasurer) $0 $0 $0
Heather Swan (Secretary) $0 $0 $0
Mary Calder (Board Member) $0 $0 $0
Lori Clemons (Board Member) $0 $0 $0
Sherman Howell (Board Member) $0 $0 $0
Vipin Sahijwani (Board Member) $0 $0 $0
Claude De Vastey Jones Esq (Board Member) $0 $0 $0
Robert Worthington (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$725,921
Expenses
$304,583
Net Income
$421,338
Net Assets
$7,256,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $300,100
41.3%
Program Services $304,683
42.0%
Investment Income $133,049
18.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,911
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $98,235
32.3%
Professional Fundraising Fees $0
Other Salaries and Wages $23,100
7.6%
Assets/Debt
Total Assets $11,467,858
Total Liabilities $4,211,106
Net Assets $7,256,752
Compensation
Key Employees and Officers Compensation Related Other
Grace Morris (Executive Director) $98,235 $0 $316
Edward Plitt Iii (President) $0 $0 $0
Mary Calder (Vice President) $0 $0 $0
Julia Mattis (Treasurer) $0 $0 $0
Heather Swan (Secretary) $0 $0 $0
Lori Clemons (Board Member) $0 $0 $0
Sherman Howell (Board Member) $0 $0 $0
Shaun Eddy (Board Member) $0 $0 $0
Robert Worthington (Board Member) $0 $0 $0
Dr Kristen Ray (Board Member) $0 $0 $0
Tomica Phillips (Board Member) $0 $0 $0
Vipin Sahijwani (Board Member) $0 $0 $0
Patricia Branner Pierce (Former Board Member) $0 $0 $0
Tiffany Manuel (Former Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$685,113
Expenses
$271,351
Net Income
$413,762
Net Assets
$5,358,451
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,129
0.2%
Program Services $574,069
83.8%
Investment Income $109,915
16.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $98,531
36.3%
Professional Fundraising Fees $0
Other Salaries and Wages $22,191
8.2%
Assets/Debt
Total Assets $5,411,073
Total Liabilities $52,622
Net Assets $5,358,451
Compensation
Key Employees and Officers Compensation Related Other
Grace Morris (Executive Director) $98,531 $0 $5
Edward Plitt Iii (President) $0 $0 $0
Mary Calder (Vice President) $0 $0 $0
Julia Mattis (Treasurer) $0 $0 $0
Heather Swan (Secretary) $0 $0 $0
Lori Clemons (Board Member) $0 $0 $0
Sherman Howell (Board Member) $0 $0 $0
Patricia Branner Pierce (Board Member) $0 $0 $0
Shaun Eddy (Board Member) $0 $0 $0
Tiffany Manuel (Board Member) $0 $0 $0
Robert Washington (Board Member) $0 $0 $0
Gerald Doherty (Board Member) $0 $0 $0
Dr Kristen Ray (Board Member) $0 $0 $0
Tomica Phillips (Board Member) $0 $0 $0
Nilakanta Venkatesh (Partial Year Board Memeber) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,119,145
Expenses
$729,780
Net Income
$389,365
Net Assets
$5,566,197
Notable Sources of Revenue Percent of Total Revenue
Contributions $255,820
22.9%
Program Services $794,132
71.0%
Investment Income $3,933
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $65,260
5.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $79,837
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $87,000
11.9%
Assets/Debt
Total Assets $5,657,242
Total Liabilities $91,045
Net Assets $5,566,197
Compensation
Key Employees and Officers Compensation Related Other
Grace Morris (Executive Director) $79,771 $0 $66
Catherine A Bledsoe (Former Board Member) $0 $0 $0
Jeff Smith (Former Board Member) $0 $0 $0
Mary Calder (Vice President) $0 $0 $0
Lori Clemons (Board Member) $0 $0 $0
Sherman Howell (Board Member) $0 $0 $0
Julia Mattis (Treasurer) $0 $0 $0
Edward Plitt Iii (President) $0 $0 $0
Heather Swan (Secretary) $0 $0 $0
Patricia Branner Pierce (Board Member) $0 $0 $0
James Dramby (Former Board Member) $0 $0 $0
Mary Alice Drewer (Former Board Member) $0 $0 $0
Nilakanta Venkatesh (Board Memeber) $0 $0 $0
Shaun Eddy (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$713,184
Expenses
$735,790
Net Income
-$22,606
Net Assets
$1,411,004
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,816
6.1%
Program Services $655,583
91.9%
Investment Income $13,785
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $79,989
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $95,812
13.0%
Assets/Debt
Total Assets $1,727,484
Total Liabilities $316,480
Net Assets $1,411,004
Compensation
Key Employees and Officers Compensation Related Other
Grace Morris (Execu Tive Director) $79,908 $0 $81
Catherine A Bledsoe (Boa Rd Member) $0 $0 $0
Jeff Smith (Board Member) $0 $0 $0
Mary Calder (Board Member) $0 $0 $0
Lori Clemons (Board Member) $0 $0 $0
Sherman Howell (Board Member) $0 $0 $0
Julia Mattis (Treasurer) $0 $0 $0
Edward Plitt Iii (President) $0 $0 $0
Heather Swan (Secretary) $0 $0 $0
Patricia Branner Pierce (Board Member) $0 $0 $0
James Dramby (Bo A Rd Member) $0 $0 $0
Mary Alice Drewer (Board Member) $0 $0 $0
Brian Goldstein (Former Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$692,316
Expenses
$812,712
Net Income
-$120,396
Net Assets
$1,419,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,823
7.1%
Program Services $623,018
90.0%
Investment Income $20,475
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $77,940
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $115,815
14.3%
Assets/Debt
Total Assets $1,824,616
Total Liabilities $405,090
Net Assets $1,419,526

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,852,269
Expenses
$773,425
Net Income
$1,078,844
Net Assets
$1,561,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $92,838
5.0%
Program Services $631,969
34.1%
Investment Income $19,044
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,108,418
59.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $75,743
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $107,356
13.9%
Assets/Debt
Total Assets $2,032,903
Total Liabilities $471,078
Net Assets $1,561,825
Compensation
Key Employees and Officers Compensation Related Other
Grace Morris (Executive Director) $75,743 $0 $86
Catherine A Bledsoe (Secretary) $0 $0 $0
Jeff Smith (Board Member) $0 $0 $0
Mary Calder (Board Member) $0 $0 $0
Lori Clemons (Board Member) $0 $0 $0
Sherman Howell (Board Member) $0 $0 $0
Julia Mattis (Treasurer) $0 $0 $0
Edward Plitt Iii (President) $0 $0 $0
Heather Swan (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$723,499
Expenses
$765,431
Net Income
-$41,932
Net Assets
$494,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,972
10.1%
Program Services $626,615
86.6%
Investment Income $23,912
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $77,985
10.2%
Professional Fundraising Fees $0
Other Salaries and Wages $47,777
6.2%
Assets/Debt
Total Assets $2,158,751
Total Liabilities $1,664,195
Net Assets $494,556
Compensation
Key Employees and Officers Compensation Related Other
Grace A Morris (Executive Director) $77,525 $0 $0
Catherine A Bledsoe (Secretary) $0 $0 $0
Tim Bowes (Board Member) $0 $0 $0
Mary Calder (Board Member) $0 $0 $0
Lori Clemons (Board Member) $0 $0 $0
Sherman Howell (Board Member) $0 $0 $0
Julia Mattis (Treasurer) $0 $0 $0
Edward Plitt Iii (President) $0 $0 $0
James Purcell (Board Member) $0 $0 $0
Daniel Seal (Board Member) $0 $0 $0
Michael A Schonfeld (Board Member) $0 $0 $0
Heather Swan (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$868,072
Expenses
$1,148,583
Net Income
-$280,511
Net Assets
$524,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,169
8.9%
Program Services $756,038
87.1%
Investment Income $34,865
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $282,846
24.6%
Professional Fundraising Fees $0
Other Salaries and Wages $141,448
12.3%
Assets/Debt
Total Assets $2,313,332
Total Liabilities $1,789,332
Net Assets $524,000

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$968,420
Expenses
$1,229,063
Net Income
-$260,643
Net Assets
$734,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,046
7.3%
Program Services $809,772
83.6%
Investment Income $57,299
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,000
0.5%
Net Inventory Sales $0
Other Revenue $25,303
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $236,714
19.3%
Professional Fundraising Fees $0
Other Salaries and Wages $95,868
7.8%
Assets/Debt
Total Assets $2,769,630
Total Liabilities $2,034,997
Net Assets $734,633

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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