Public & Societal Benefit
(W01)
990 on File
HERITAGE WELLNESS COLLECTIVE
Financial strength (30%)
51/100
Reliability (20%)
45/100
Effectiveness (25%)
56/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$647K
Total Revenue
$627K
Total Expenses
$32K
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
100.0%
Fundraising Efficiency
N/A
Operating Reserve
0.60x
Liability-to-Asset
0.2%
Revenue Diversification
99.5%
Executive Compensation
$0
Compared with Peers
FY 2024
Compared with 1,513 similar organizations
(United States, Public & Societal Benefit, $100K–$1M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
100.0% | 85.7% |
P10P90
|
Top quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
0.0% | 10.4% |
P10P90
|
Top quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
0.6 mo | 8.5 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.2% | 0.6% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
99.5% | 97.0% |
P10P90
|
Below median |
|
Surplus margin
Surplus as a share of revenue
|
3.1% | 2.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $647K | $627K | $32K | 100.0% | 0 |
| 2022 | $411K | $316K | $4K | 100.0% | 0 |
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