Heritage Preservation Trust Inc

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 204517067 ✦ Daytona beach, FL ✦ Designated as a 501(c)(3)

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Overview

What is Heritage Preservation Trust Inc?

Heritage Preservation Trust Inc, a nonprofit organization, is committed to historical preservation and education. They achieve this mission by conducting workshops and offering tours of their own historically significant properties. The trust aims to promote historical knowledge and appreciation by engaging the community in these educational experiences.


Official website here: www.heritagepreservationtrust.org

What are the reviews and ratings of this charity?

Charity Navigator Rating: 76% (Three-Star out of Four Star rating)

Heritage Preservation Trust Inc has received a Three-Star rating from Charity Navigator, reflecting a score of 76% primarily based on its Accountability & Finance. The organization showcases strong governance, with a fully independent board and no material diversion of assets. Their program expense ratio of 75.44% indicates a substantial portion of their expenses directly supports their mission.

While the organization has many strengths, there are notable shortcomings in their accountability practices. Specifically, they lack critical policies such as a conflict of interest policy, a whistleblower policy, and a document retention and destruction policy, which could impact transparency and governance. Despite these issues, they maintain a good balance between liabilities and assets, with a low ratio of 2.29%.

Overall, Heritage Preservation Trust Inc demonstrates a commitment to its financial health and mission, but may need to enhance its policies and practices to improve accountability and trust further among its stakeholders.


This AI summary has been generated from information found on Charity Navigator.

What do the Facebook reviews say about Heritage Preservation Trust Inc?

100% of 27 reviewers on Facebook recommend Heritage Preservation Trust Inc. Here is a summary of their reviews: The organization is praised as a "great place to visit," suggesting that users find value in the experiences and services offered.

Visitors appreciate the significance of the nonprofit's mission, indicating that it effectively promotes heritage preservation. The overwhelmingly positive sentiment reflects a strong support for the Trust's role in educating and engaging the community.

Many reviewers express a desire to return and invite others to experience what the organization has to offer, highlighting its appeal and impact within the local area.


This AI summary has been generated from reviews found on Facebook.

Is Heritage Preservation Trust Inc legitimate?

Heritage Preservation Trust Inc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Heritage Preservation Trust Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.heritagepreservationtrust.org

What is the mission statement of Heritage Preservation Trust Inc?

Heritage Preservation Trust Inc's mission centers around historical preservation and education. They achieve this by conducting workshops and organizing tours of their own historical properties. The trust's primary objective is to promote an understanding of history while preserving its physical legacy for future generations. Through these activities, they aim to educate the public about the importance of historical conservation and appreciation.


Official website here: www.heritagepreservationtrust.org

Who is the CEO of Heritage Preservation Trust Inc?

Fran Dillard is the Director of Heritage Preservation Trust Inc.


Official website here: www.heritagepreservationtrust.org

What is the revenue of Heritage Preservation Trust Inc?

Heritage Preservation Trust Inc's revenue in 2022 was $69,474.


Official website here: www.heritagepreservationtrust.org

Who are the executives of Heritage Preservation Trust Inc and what are their salaries?


Here are 12 key members and their salaries:


Joyce Baker (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Davidson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Fran Dillard (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Dillard (Vice-Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0
Belinda Giles (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Glasser (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jerry Horton (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dr Carl Lentz (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Shari Lessmiller (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dominic Morgese (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Deborah Reaney (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Wagner (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.heritagepreservationtrust.org

Where can I find the form 990 for Heritage Preservation Trust Inc?

Heritage Preservation Trust Inc's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.heritagepreservationtrust.org

Learn more at the official website: www.heritagepreservationtrust.org

Mission Statement of Heritage Preservation Trust Inc

Heritage Preservation Trust Inc is committed to preserving history and promoting education through workshops and guided tours of its owned historical properties. The organization's mission is centered around these two main aspects, aiming to educate the public about historical artifacts and sites while ensuring their preservation for future generations. By offering workshops and tours, Heritage Preservation Trust Inc provides an engaging and interactive learning experience, allowing individuals to gain a deeper understanding of history and appreciate its significance.

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Impact




August, 2024

Heritage Preservation Trust Inc's impact lies in its commitment to historical preservation and education through workshops and tours of owned historical properties. Through its mission, the organization plays a vital role in preserving valuable historical sites and educating the public about their significance. This work contributes to the conservation of cultural heritage and fosters a deeper appreciation for the past among community members and visitors.




This information is meant to be a general summary of Heritage Preservation Trust Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$69,474 (2022)
Expenses
$94,728 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Program Service Revenue: $23,285
  • Gross Receipts: $69,474

Assets and Liabilities:

  • Total Assets: $1,093,893
  • Total Liabilities: $25,110
  • Net Assets: $1,068,783

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

TOURS & TEA

Revenue

$23,285

Organization Details

Founding Year

2006

Principal Officer

Fran Dillard

Main Address

1000 S PENINSULA DR, DAYTONA BEACH, FL, 32118

NTEE Category

Code: Z99 - Unknown

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