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Heritage House Of Orange County Association Inc

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: Arts, Culture and Humanities / History Museums (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$57.6k (2023)

Expenses
$75.1k (2023)

Total Assets
$193k (2023)

Total Liabilities
$1.51k (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 990-EZ
Revenue
$57,610
Expenses
$75,066
Net Income
-$17,456
Net Assets
$191,960
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,642
79.2%
Program Services $262
0.5%
Investment Income $353
0.6%
Net Fundraising $10,769
18.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $193,465
Total Liabilities $1,505
Net Assets $191,960
Compensation
Key Employees and Officers Compensation Other
Charlotte Alford (Director) $22,813 $0
Jody Chesson (Co Treasurer) $0 $0
Adam Conrad (President) $0 $0
Geralyn Vine (Vice President) $0 $0
Kimberly Manning (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$121,196
Expenses
$149,719
Net Income
-$28,523
Net Assets
$209,558
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,633
91.3%
Program Services $0
Investment Income $0
Net Fundraising $9,015
7.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $211,026
Total Liabilities $1,468
Net Assets $209,558
Compensation
Key Employees and Officers Compensation Other
Jody Chesson (Co Treasurer) $0 $0
Adam Conrad (President) $0 $0
Geralyn Vine (Vice President) $0 $0
Charlotte Alford (Director) $0 $0
Kimberly Manning (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,742
Expenses
$241,557
Net Income
-$170,815
Net Assets
$238,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,150
78.0%
Program Services $0
Investment Income $277
0.4%
Net Fundraising $12,670
17.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $239,588
Total Liabilities $1,507
Net Assets $238,081
Compensation
Key Employees and Officers Compensation Other
Jody Chesson (Co Treasurer) $0 $0
Adam Conrad (President) $0 $0
Geralyn Vine (Vice President) $0 $0
Charlotte Alford (Director) $0 $0
Kimberly Manning (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$47,298
Expenses
$62,643
Net Income
-$15,345
Net Assets
$404,896
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,650
77.5%
Program Services $0
Investment Income $2,222
4.7%
Net Fundraising $60
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,496
11.6%
Assets/Debt
Total Assets $410,402
Total Liabilities $5,506
Net Assets $404,896
Compensation
Key Employees and Officers Compensation Other
Jody Chesson (Co Treasurer) $0 $0
Adam Conrad (President) $0 $0
Geralyn Vine (Vice President) $0 $0
Charlotte Alford (Director) $0 $0
Kimberly Manning (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$130,932
Expenses
$37,266
Net Income
$93,666
Net Assets
$420,241
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,408
35.4%
Program Services $79,956
61.1%
Investment Income $2,120
1.6%
Net Fundraising $913
0.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $420,424
Total Liabilities $183
Net Assets $420,241
Compensation
Key Employees and Officers Compensation Other
Linda Garrett (Paid Office Manager) $1,701 $0
Shelia Witsman (Paid Part Office Manager) $843 $0
Sue Denosowicz (President) $0 $0
Jody Chesson (Co Treasurer) $0 $0
Peggy Wells (Vice President Secretary) $0 $0
Jane Chesson (Co Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$5,081
Expenses
$54,285
Net Income
-$49,204
Net Assets
$326,576
Notable Sources of Revenue Percent of Total Revenue
Contributions $525
10.3%
Program Services $0
Investment Income $513
10.1%
Net Fundraising $93
1.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $326,873
Total Liabilities $297
Net Assets $326,576
Compensation
Key Employees and Officers Compensation Other
Linda Garrett (Paid Part Office Manager) $7,739 $0
Sue Denosowicz (President) $0 $0
Jody Chesson (Co Treasurer) $0 $0
Peggy Wells (Vice President Secretary) $0 $0
Jane Chesson (Co Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$149,126
Expenses
$64,894
Net Income
$84,232
Net Assets
$375,780
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,562
28.5%
Program Services $1,371
0.9%
Investment Income $635
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $99,988
67.0%
Assets/Debt
Total Assets $376,083
Total Liabilities $303
Net Assets $375,780
Compensation
Key Employees and Officers Compensation Other
Linda Garrett (Paid Part Office Manager) $11,046 $0
Sue Denosowicz (President) $0 $0
Jody Chesson (Co Treasurer) $0 $0
Peggy Wells (Vice President Secretary) $0 $0
Jane Chesson (Co Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,890
Expenses
$51,187
Net Income
-$2,297
Net Assets
$291,564
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,332
82.5%
Program Services $0
Investment Income $190
0.4%
Net Fundraising $3,470
7.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $292,382
Total Liabilities $818
Net Assets $291,564
Compensation
Key Employees and Officers Compensation Other
Linda Garrett (Paid Part Office Manager) $14,522 $0
Leslie Willaims (President) $0 $0
Jody Chesson (Vice President) $0 $0
Rachal Parker (Secretary) $0 $0
Jo Fite (Co Treasurer) $0 $0
Betty James (Co Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,756
Expenses
$57,928
Net Income
-$15,172
Net Assets
$293,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,820
79.1%
Program Services $0
Investment Income $545
1.3%
Net Fundraising $3,190
7.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $294,542
Total Liabilities $767
Net Assets $293,775
Compensation
Key Employees and Officers Compensation Other
Linda Garrett (Paid Part Office Manager) $14,175 $0
Leslie Willaims (President) $0 $0
Jody Chesson (Vice President) $0 $0
Rachal Parker (Secretary) $0 $0
Jo Fite (Co Treasurer) $0 $0
Betty James (Co Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$15,084
Expenses
$53,426
Net Income
-$38,342
Net Assets
$309,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,569
36.9%
Program Services $0
Investment Income $778
5.2%
Net Fundraising $0
Sales of Assets $3,007
19.9%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $310,101
Total Liabilities $825
Net Assets $309,276
Compensation
Key Employees and Officers Compensation Other
Linda Garrett (Paid Part Office Manager) $15,910 $0
Leslie Willaims (President) $0 $0
Jody Chesson (Vice President) $0 $0
Rachal Parker (Secretary) $0 $0
Jo Fite (Co Treasurer) $0 $0
Betty James (Co Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$107,020
Expenses
$54,998
Net Income
$52,022
Net Assets
$347,156
Notable Sources of Revenue Percent of Total Revenue
Contributions $97,769
91.4%
Program Services $0
Investment Income $1,126
1.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,350
2.2%
Other Revenue $0
Assets/Debt
Total Assets $347,882
Total Liabilities $726
Net Assets $347,156
Compensation
Key Employees and Officers Compensation Other
Linda Garrett (Paid Part Time Emploee) $14,427 $0
Theresa Cronin (President) $0 $0
Jody Chesson (Vice President) $0 $0
Rachal Parker (Secretary) $0 $0
Jane Chesson (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,064
Expenses
$50,340
Net Income
-$13,276
Net Assets
$295,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,729
66.7%
Program Services $0
Investment Income $1,401
3.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $4,694
12.7%
Other Revenue $0
Assets/Debt
Total Assets $295,496
Total Liabilities $459
Net Assets $295,037

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,134
Expenses
$51,488
Net Income
$3,646
Net Assets
$307,126
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,259
83.9%
Program Services $322
0.6%
Investment Income $2,103
3.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $307,126
Total Liabilities $0
Net Assets $307,126

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

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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