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Heritage Manor INC FY2023 filing

Tax-deductible

New York Mills, MN501(c)(3)Human Services EIN 41-1874880Revenue $168K in FY2023Latest return filed Jan 13, 2026

On file with the IRS105 Edgewood Street Box 188, 56567-4203 · New York Mills, MNTax-exempt since Jan 1998Publicly supported — 509(a)(2)

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Operate a 20-unit independent living apartment complex for the purpose of providing affordable housing for the low income elderly in new york mills, minnesota. Tenant rents consist of a portion which is based on tenant income and a portion that is subsidized through a rental assistance contract with the u.s. Department of housing and urban development.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $19K a year · 12% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 9.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$53K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$168K
+5% vs prior year
Spent
$180K
To programs
99%
Net assets
$652K
By yearFY2020–FY2025
Revenue
$168K
FY2023▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$140K
FY2021$143K
FY2022$160K
FY2023$168K
FY2024$142K
FY2025$157K
Expenses
$180K
FY2023▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$157K
FY2021$156K
FY2022$187K
FY2023$180K
FY2024$177K
FY2025$166K
Net assets
$652K
FY2023▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$704K
FY2021$691K
FY2022$665K
FY2023$652K
FY2024$616K
FY2025$607K

From the FY2023 Form 990 (year ending September 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1998.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $179K Management & general 1% · $1K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Andrew Tumberg
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Ann Roberts
Secretary/Tr
$0Pt VII · Sec A
$0Pt VII · Sec A
Daryll Huwe
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Heritage Manor 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides affordable apartments for low-income seniors in New York Mills, Minnesota.

Questions for Heritage Manor INC

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1 program · $179K · in their own filed words · FY2022
01

To provide elderly persons and handicapped persons with housing facilities and services designed to meet their physical, social, and psychological needs, and to promote their health, security, happiness and usefullness in longer living.

$179Kprogram expense

Funders

Who pays for it.

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

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Sep 2025 · $1.5M federal money spent
Supportive Housing for the ElderlyDepartment of Housing and Urban Development · ALN 14.157 · Direct$1.5M

The auditor reported no findings.

Year ending Sep 2024 · $1.5M federal money spent
Supportive Housing for the ElderlyDepartment of Housing and Urban Development · ALN 14.157 · Direct$1.5M

The auditor reported: a material weakness in money controls.

Year ending Sep 2023 · $1.5M federal money spent
Supportive Housing for the ElderlyDepartment of Housing and Urban Development · ALN 14.157 · Direct$1.5M

The auditor reported 3 findings: a material weakness in money controls.

Year ending Sep 2022 · $1.5M federal money spent
Supportive Housing for the ElderlyDepartment of Housing and Urban Development · ALN 14.157 · Direct$1.5M

The auditor reported no findings.

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$168K
Ln 12
Fees for servicesLn 2g$95K
Gifts and grantsLn 1h$73K
Investment incomeLn 3$46
Money outPt IX
$180K
Ln 25
Programscol B$179K
Managementcol C$1K
Owns and owesPt X
$652K
net assets · Ln 32
Cash and savingsLn 1–2$139K
Total assetsLn 16$705K
LiabilitiesLn 26$53K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$73K
Government grantsLn 1e$73K
Fees for servicesLn 2g$95K
Investment incomeLn 3$46
Total revenueLn 12$168K
Assets in detailPt X, end of year
CashLn 1$4K
SavingsLn 2$135K
Cash and savings togetherLn 1–2$139K
Land, buildings, equipmentLn 10c$550K
Total assetsLn 16$705K
LiabilitiesLn 26$53K
Net assetsLn 32$652K
OperationsPt I, VI
EmployeesI 50
VolunteersI 612
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$120K$139K
Land, buildings, equipmentLn 10c$593K$550K
Total assetsLn 16$725K$705K
LiabilitiesLn 26$60K$53K
Net assetsLn 32$665K$652K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$16K$16K
Accounting feesLn 11c$9K$8K$1K
Advertising and promotionLn 12$82$82
OccupancyLn 16$44K$44K
Depreciation, depletion and amortizationLn 22$43K$43K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$51K$51K
All other expensesLn 24e$7K$7K
Total functional expensesLn 25$180K$179K$1K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jan 13, 2026 $157K$166K−$9K$607K 990 PDF
FY2024Filed with the IRS Jan 22, 2025 $142K$177K−$36K$616K 990 PDF
FY2023 ViewingFiled with the IRS Jan 16, 2024 $168K$180K−$13K$652K 990 PDF
FY2022Filed with the IRS Jan 17, 2023 $160K$187K−$27K$665K 990 PDF
FY2021Filed with the IRS Jan 10, 2022 $143K$156K−$12K$691K 990 PDF
FY2020Filed with the IRS Jan 11, 2021 $140K$157K−$17K$704K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $167,571 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $73,183$72,899
I-9 Program service revenuePrior year $86,775$94,626
I-10 Investment incomePrior year $30$46
I-11 Other revenue$0
I-12 Total revenuePrior year $159,988$167,571
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $186,760$180,412
I-18 Total expensesPrior year $186,760$180,412
I-19 Revenue less expensesPrior year −$26,772−$12,841
Part VI · Governance 9 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $167,571 across 5 lines filed
VIII-1e Government grants$72,899
VIII-1h Total contributions, gifts and grants$72,899
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $94,626$94,626
VIII-3 Investment incomeRelated to mission $46$46
VIII-12 Total revenueRelated to mission $94,672$167,571
Part IX · Statement of functional expenses $180,412 across 8 lines filed
IX-11a Management feesPrograms $16,353$16,353
IX-11c Accounting feesPrograms $7,700 · Management $1,200$8,900
IX-12 Advertising and promotionPrograms $82$82
IX-16 OccupancyPrograms $43,975$43,975
IX-22 Depreciation, depletion and amortizationPrograms $42,556$42,556
IX-23 InsurancePrograms $11,082$11,082
IX-24 Other expenses (24a–d)Programs $50,828$50,828
IX-24e All other expensesPrograms $6,636$6,636
IX-25 Total functional expensesPrograms $179,212 · Management $1,200 · Fundraising $0$180,412
Part X · Balance sheet $705,155 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $9,079$4,265
X-2 Savings and temporary cash investmentsStart of year $111,152$134,816
X-4 Accounts receivableStart of year $769$2,383
X-9 Prepaid expenses and deferred chargesStart of year $11,082$13,670
X-10c Land, buildings and equipment, netStart of year $592,577$550,021
X-16 Total assetsStart of year $724,659$705,155
X-17 Accounts payable and accrued expensesStart of year $51,892$45,679
X-25 Other liabilitiesStart of year $8,167$7,717
X-26 Total liabilitiesStart of year $60,059$53,396
X-27 Net assets without donor restrictionsStart of year −$795,200−$808,041
X-28 Net assets with donor restrictionsStart of year $1,459,800$1,459,800
X-32 Total net assets or fund balancesStart of year $664,600$651,759
X-33 Total liabilities and net assetsStart of year $724,659$705,155
Part XI · Reconciliation of net assets $651,759 net assets at year end
XI-1 Total revenue$167,571
XI-2 Total expenses$180,412
XI-3 Revenue less expenses−$12,841
XI-4 Net assets at start of year$664,600
XI-10 Net assets at end of year$651,759

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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