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Heritage Care Inc

St Thomas More Nursing & Rehab

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.

Category: Health — General and Rehabilitative / Nursing, Convalescent Facilities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.37M (2023)

Expenses
$1.49M (2023)

Total Assets
$481k (2023)

Total Liabilities
$326k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,371,186
Expenses
$1,487,687
Net Income
-$116,501
Net Assets
$154,268
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,000
0.8%
Program Services $1,360,186
99.2%
Investment Income $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 $253,897
17.1%
Professional Fundraising Fees $0
Other Salaries and Wages $740,389
49.8%
Assets/Debt
Total Assets $480,596
Total Liabilities $326,328
Net Assets $154,268
Compensation
Key Employees and Officers Compensation Related Other
Juan Caicedo (Executive Director) $139,199 $0 $1,392
Aaron Sydor (Chief Operating Officer) $110,225 $0 $4,708
Robert Mcneil (Secretary) $0 $0 $0
Miriam Baldwin (Treasurer) $0 $0 $0
Fernando Martinez (President) $0 $0 $0
Christian Co (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,296,553
Expenses
$1,475,242
Net Income
-$178,689
Net Assets
$270,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,296,553
100%
Investment Income $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 $135,378
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $827,699
56.1%
Assets/Debt
Total Assets $639,911
Total Liabilities $369,142
Net Assets $270,769
Compensation
Key Employees and Officers Compensation Related Other
Juan Caicedo (Executive Director) $135,378 $0 $0
Robert Mcneil (Secretary) $0 $0 $0
Miriam Baldwin (Treasurer) $0 $0 $0
Fernando Martinez (President) $0 $0 $0
Christian Co (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,479,839
Expenses
$1,326,345
Net Income
$153,494
Net Assets
$216,050
Notable Sources of Revenue Percent of Total Revenue
Contributions $238,969
16.1%
Program Services $1,237,806
83.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,064
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $124,878
9.4%
Professional Fundraising Fees $0
Other Salaries and Wages $737,438
55.6%
Assets/Debt
Total Assets $597,984
Total Liabilities $381,934
Net Assets $216,050
Compensation
Key Employees and Officers Compensation Related Other
Juan Caicedo (Executive Di) $124,878 $0 $0
Miriam Baldwin (Treasurer) $0 $0 $0
Fernando Martinez (President) $0 $0 $0
Robert Mcneil (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$929,472
Expenses
$1,094,197
Net Income
-$164,725
Net Assets
$71,167
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,418
6.1%
Program Services $872,684
93.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $370
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $124,026
11.3%
Professional Fundraising Fees $0
Other Salaries and Wages $596,127
54.5%
Assets/Debt
Total Assets $446,664
Total Liabilities $375,497
Net Assets $71,167
Compensation
Key Employees and Officers Compensation Related Other
Cindy Chrispell (Trustee) $0 $0 $0
Miriam Baldwin (Secretary) $0 $0 $0
Fernando Martinez (Trustee) $0 $0 $0
Juan Caicedo (Director) $0 $124,036 $0
Robert Mc Neil (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,439,070
Expenses
$1,189,192
Net Income
$249,878
Net Assets
$235,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,136,433
79.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $123,875
8.6%
Net Inventory Sales $0
Other Revenue $178,762
12.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $126,992
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $663,715
55.8%
Assets/Debt
Total Assets $271,342
Total Liabilities $35,450
Net Assets $235,892
Compensation
Key Employees and Officers Compensation Related Other
Juan Caicedo (Director) $126,992 $0 $0
Cindy Chrispell (Trustee) $0 $0 $0
Peter Nyland (Treasurer) $0 $0 $0
Fernando Martinez (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,299,510
Expenses
$5,460,103
Net Income
-$160,593
Net Assets
-$13,986
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,287,207
99.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,303
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $244,799
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $4,356,719
79.8%
Assets/Debt
Total Assets $381,350
Total Liabilities $395,336
Net Assets -$13,986
Compensation
Key Employees and Officers Compensation Related Other
Juan Caicedo (Executive Director) $124,160 $0 $14,352
Fabian Andres Romero (Medical Services Wellness) $101,221 $0 $15,420
Charles Braun (Trustee) $0 $0 $0
Nancy Moore (Trustee) $0 $0 $0
Cindy Chrispell (Trustee) $0 $0 $0
Peter Nyland (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,552,789
Expenses
$16,604,861
Net Income
$3,947,928
Net Assets
$146,607
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,871,349
87.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,681,440
13.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $131,804
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $14,164,115
85.3%
Assets/Debt
Total Assets $1,037,800
Total Liabilities $891,193
Net Assets $146,607
Compensation
Key Employees and Officers Compensation Related Other
Fabian Andres Romero (Medical Services Wellness) $196,034 $0 $4,396
Youssef Hokayem (Medical Services Wellness) $176,923 $0 $0
Chantal Youssef (Medical Services Wellness) $127,747 $0 $3,089
Juan Caicedo (Executive Director) $126,228 $0 $5,576
Lauren Rivera (Nms Pt) $110,358 $0 $7,189
Charles Braun (Trustee) $0 $0 $0
Nancy Moore (Trustee) $0 $0 $0
Harry Miller (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,794,009
Expenses
$19,175,988
Net Income
$618,021
Net Assets
-$3,768,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,792,148
100.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,861
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $130,696
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $16,637,447
86.8%
Assets/Debt
Total Assets $1,865,028
Total Liabilities $5,633,782
Net Assets -$3,768,754
Compensation
Key Employees and Officers Compensation Related Other
Youssef Hokayem (Employee) $203,846 $0 $1,120
Chantal Youssef (Employee) $202,577 $0 $6,198
Lauren Rivera (Employee) $132,308 $0 $9,272
Juan Caicedo (Executive Director) $124,156 $0 $6,540
Charles Braun (Trustee) $0 $0 $0
Nancy Moore (Trustee) $0 $0 $0
Harry Miller (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,999,181
Expenses
$14,621,788
Net Income
$377,393
Net Assets
-$4,386,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,997,432
100.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,749
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $130,019
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $12,715,183
87.0%
Assets/Debt
Total Assets $1,091,393
Total Liabilities $5,478,168
Net Assets -$4,386,775
Compensation
Key Employees and Officers Compensation Related Other
Robert Percival Mcneil (Dir. Of Medical Serv) $192,245 $0 $8,868
Chantal Youssef (Employee) $185,411 $0 $4,970
Youssef Hokayem (Employee) $160,388 $0 $0
Wilfredo Gamez (Employee) $129,309 $0 $2,060
Lauren Rivera (Employee) $125,851 $0 $7,662
Juan Caicedo (Director) $122,654 $0 $7,365
Charles Braun (Trustee) $0 $0 $0
Nancy Moore (Trustee) $0 $0 $0
Harry Miller (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,632,212
Expenses
$11,149,233
Net Income
$482,979
Net Assets
-$4,764,168
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,629,689
100.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,523
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,000
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $9,063,171
81.3%
Assets/Debt
Total Assets $818,149
Total Liabilities $5,582,317
Net Assets -$4,764,168
Compensation
Key Employees and Officers Compensation Related Other
Robert Percival Mcneil (Dir. Of Medi) $242,257 $0 $13,600
Wilfredo Gamez (Employee) $208,942 $0 $2,987
Juan Caicedo (Director) $112,888 $0 $6,210
Raquel M Antaran (Employee) $104,696 $0 $2,841
Larijean I Estrada (Employee) $104,021 $0 $7,522
Charles Braun (Trustee) $4,000 $0 $0
Nancy Moore (Trustee) $4,000 $0 $0
Harry Miller (Trustee) $4,000 $0 $0
Owen Gardner (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,411,084
Expenses
$7,539,173
Net Income
-$128,089
Net Assets
-$5,247,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,402,194
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,890
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $5,836,183
77.4%
Assets/Debt
Total Assets $1,342,453
Total Liabilities $6,589,600
Net Assets -$5,247,147
Compensation
Key Employees and Officers Compensation Related Other
Robert Percival Mcneil (Dir. Of Medi) $229,083 $0 $0
Wilfredo Gamez (Employee) $129,961 $0 $0
Stephanie S Comer Concordia (Employee) $113,784 $0 $0
Juan Caicedo (Director) $82,627 $0 $0
Charles Braun (Trustee) $4,000 $0 $0
Nancy Moore (Trustee) $4,000 $0 $0
Harry Miller (Trustee) $4,000 $0 $0
Owen Gardner (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,670,363
Expenses
$5,021,883
Net Income
-$351,520
Net Assets
-$5,119,058
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,664,243
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,120
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,536,172
70.4%
Assets/Debt
Total Assets $343,579
Total Liabilities $5,462,637
Net Assets -$5,119,058

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,120,205
Expenses
$3,915,939
Net Income
$204,266
Net Assets
-$4,767,538
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,102,893
99.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,312
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,025,460
77.3%
Assets/Debt
Total Assets $217,823
Total Liabilities $4,985,361
Net Assets -$4,767,538

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

Fiscal Year Ending Dec.
2003

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.
2002

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.
2001

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.
2000

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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