Public & Societal Benefit
(W99)
990 on File
OTS HERITAGE SOCIETY
Financial strength (30%)
58/100
Reliability (20%)
40/100
Effectiveness (25%)
61/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$42K
Total Revenue
$54K
Total Expenses
$6K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
88.5%
Fundraising Efficiency
37.3%
Operating Reserve
1.37x
Liability-to-Asset
N/A
Revenue Diversification
N/A
Compared with Peers
FY 2025
Compared with 1,223 similar organizations
(United States, Public & Societal Benefit, under $100K in expenses), FY 2025.
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
|
88.5% | 78.8% |
P10P90
|
Above median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
37.3% | 46.1% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
1.4 mo | 14.4 mo |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
-43.9% | -0.5% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-22.4% | -0.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-29.0% | 12.7% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $42K | $54K | $6K | 88.5% | — |
| 2024 | $75K | $70K | $18K | 99.7% | — |
| 2023 | $24K | $11K | $14K | 100.0% | — |
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