Heritage Farm INC FY2022 filing

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To provide services to developmentally disabled individuals including family support, supported work, public education and employment, and therapeutic recreation.

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 16-1250913) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$168K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $171K a year · 10% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
81% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$168K
to officers and key staff · 9% of spending
Pay to officers and key staff is 9% of spending.
Part VII, Section A
4.4 mo
of spending, in cash
4.4 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $30K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$358K
17% of total assets
Liabilities are 17% of assets.
Pt X · Ln 26
Independent board members
4
of 4 voting members
4 of 4 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$1.8M
+2% vs prior year
Spent
$1.8M
To programs
81%
Net assets
$1.7M
By yearFY2020–FY2024
Revenue
$1.8M
FY2022▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.7M
FY2022$1.8M
FY2023$2.1M
FY2024$2.1M
Expenses
$1.8M
FY2022▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.6M
FY2022$1.8M
FY2023$1.6M
FY2024$1.9M
Net assets
$1.7M
FY2022-0.2%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$1.7M
FY2023$2.1M
FY2024$2.4M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $1.4M Management & general 19% · $338K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990; $168K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Di
$93,141Pt VII · Sec A
Financial Ad
$74,587Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Mark Piersall’s $92K as Executive Director is at the 21st percentile of top reported officer pay among 1552 $1–10M youth development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mark Piersall$91,759$80,455$93,141$87,259$79,992
Robert Desantis$69,577$62,237$74,587$67,055$63,979
Shelly Carolla———$643—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Heritage Farm INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports individuals with developmental disabilities through family aid, job assistance, education, and recreation.

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3 programs · $1.4M · in their own filed words · FY2022
01

Group day habilitation is our largest program. Developmentally disabled individuals who have graduated from high school are assisted in gaining more independence in daily living skills. Opportunities are given to work with the animals, in the gardens, greenhouse, or for community involvement and volunteer work.

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 16-1250913) · Dispute this line
$655Kprogram expense
02

Other programs

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 16-1250913) · Dispute this line
$415Kprogram expense
03

Free standing respite allows family members and other care givers time for themselves while their family members enjoy the farm. Activities are planned according to each guests abilities, interests and personal choices.

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 16-1250913) · Dispute this line
$365Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Fees for servicesLn 2g$1.7M
Other incomeLn 4–11$19K
Gifts and grantsLn 1h$13K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.4M
Managementcol C$338K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$656K
Total assetsLn 16$2.1M
LiabilitiesLn 26$358K
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$13K
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$11K
Other incomeLn 4–11$19K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$386K
SavingsLn 2$270K
Cash and savings togetherLn 1–2$656K
Accounts receivableLn 4$416K
Inventories for sale or useLn 8$1K
Prepaid expenses and deferred chargesLn 9$24K
Land, buildings, equipmentLn 10c$911K
InvestmentsLn 11–13$51K
Total assetsLn 16$2.1M
LiabilitiesLn 26$358K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 549
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$705K$656K
InvestmentsLn 11–13$51K$51K
Land, buildings, equipmentLn 10c$958K$911K
Total assetsLn 16$2.1M$2.1M
LiabilitiesLn 26$400K$358K
Net assetsLn 32$1.7M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$974K$763K$211K
Pension plan contributionsLn 8$11K$8K$3K
Other employee benefitsLn 9$62K$43K$19K
Payroll taxesLn 10$83K$58K$25K
Other fees for servicesLn 11g$33K$16K$17K
Advertising and promotionLn 12$680$680
Office expensesLn 13$39K$31K$8K
Information technologyLn 14$17K$13K$4K
OccupancyLn 16$90K$70K$19K
TravelLn 17$2K$1K$324
InterestLn 20$10K$8K$2K
Depreciation, depletion and amortizationLn 22$62K$49K$13K
InsuranceLn 23$51K$40K$11K
Other expenses (24a–d)Ln 24$304K$302K$2K
All other expensesLn 24e$36K$34K$2K
Total functional expensesLn 25$1.8M$1.4M$338K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Oct 15, 2025 $2.1M$1.9M$229K$2.4M 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $2.1M$1.6M$442K$2.1M 990 PDF
FY2022 ViewingFiled with the IRS Sep 21, 2023 $1.8M$1.8M−$4K$1.7M 990 PDF
FY2021Filed with the IRS Oct 11, 2022 $1.7M$1.6M$159K$1.7M 990 PDF
FY2020Filed with the IRS Nov 9, 2021 $1.3M$1.3M$31K$1.5M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $1,768,807 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $241,711$13,258
I-9 Program service revenuePrior year $1,418,575$1,725,518
I-10 Investment incomePrior year $64,236$10,710
I-11 Other revenuePrior year $6,193$19,321
I-12 Total revenuePrior year $1,730,715$1,768,807
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $948,502$1,129,351
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $623,325$643,572
I-18 Total expensesPrior year $1,571,827$1,772,923
I-19 Revenue less expensesPrior year $158,888−$4,116
Part VI · Governance 4 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $1,768,807 across 7 lines filed
Lines not itemized here account for $41,048 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$13,258
VIII-1h Total contributions, gifts and grants$13,258
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,684,744$1,684,744
VIII-3 Investment incomeExcluded from tax $10,710$10,710
VIII-6 Net rental income or lossExcluded from tax $6,601$6,601
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $11,600 · Excluded from tax $846$12,446
VIII-12 Total revenueRelated to mission $1,737,181 · Excluded from tax $18,368$1,768,807
Part IX · Statement of functional expenses $1,772,923 across 15 lines filed
IX-7 Other salaries and wagesPrograms $762,540 · Management $211,048$973,588
IX-8 Pension plan contributionsPrograms $7,828 · Management $3,410$11,238
IX-9 Other employee benefitsPrograms $43,106 · Management $18,773$61,879
IX-10 Payroll taxesPrograms $57,571 · Management $25,075$82,646
IX-11g Other fees for servicesPrograms $15,664 · Management $17,279$32,943
IX-12 Advertising and promotionManagement $680$680
IX-13 Office expensesPrograms $30,509 · Management $8,050$38,559
IX-14 Information technologyPrograms $13,024 · Management $4,072$17,096
IX-16 OccupancyPrograms $70,188 · Management $19,452$89,640
IX-17 TravelPrograms $1,176 · Management $324$1,500
IX-20 InterestPrograms $8,096 · Management $2,244$10,340
IX-22 Depreciation, depletion and amortizationPrograms $48,879 · Management $12,690$61,569
IX-23 InsurancePrograms $40,354 · Management $10,792$51,146
IX-24 Other expenses (24a–d)Programs $302,467 · Management $1,885$304,352
IX-24e All other expensesPrograms $33,823 · Management $1,924$35,747
IX-25 Total functional expensesPrograms $1,435,225 · Management $337,698 · Fundraising $0$1,772,923
Part X · Balance sheet $2,060,360 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $431,398$385,823
X-2 Savings and temporary cash investmentsStart of year $273,536$270,362
X-4 Accounts receivableStart of year $366,473$416,458
X-8 Inventories for sale or useStart of year $1,137$1,255
X-9 Prepaid expenses and deferred chargesStart of year $24,576$23,934
X-10c Land, buildings and equipment, netStart of year $958,316$911,417
X-13 Program-related investmentsStart of year $51,111$51,111
X-16 Total assetsStart of year $2,106,547$2,060,360
X-17 Accounts payable and accrued expensesStart of year $148,820$152,217
X-19 Deferred revenueStart of year $5,270$10,409
X-23 Secured mortgages and notes payableStart of year $198,411$164,085
X-25 Other liabilitiesStart of year $47,296$31,015
X-26 Total liabilitiesStart of year $399,797$357,726
X-27 Net assets without donor restrictionsStart of year $1,706,750$1,702,634
X-32 Total net assets or fund balancesStart of year $1,706,750$1,702,634
X-33 Total liabilities and net assetsStart of year $2,106,547$2,060,360
Part XI · Reconciliation of net assets $1,702,634 net assets at year end
XI-1 Total revenue$1,768,807
XI-2 Total expenses$1,772,923
XI-3 Revenue less expenses−$4,116
XI-4 Net assets at start of year$1,706,750
XI-10 Net assets at end of year$1,702,634

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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