Dade Heritage Trust INC

Miami, FL · Public charity (501(c)(3)) · Since 1972

✓ Tax-deductible Latest data FY2024
Revenue
$887K
▼ -9% vs prior year
Spent
$661K
To programs
89%
Net assets
$4.3M

Form 990 for the fiscal year ending December 2024 (IRS tax year 2024).

Status and standing

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Foundation funders?
12 funders, incl. 1772 Foundation INC
$239K in the latest grant year.
Spent on programs?
89% to programs
Form 990 Part IX, latest filing.
Size and trend
$100K–1M
↓ -9% vs prior year
Legal name (IRS)Hdr · item CDade Heritage Trust INC
EINHdr · item D59-2194849
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFFeb 1976
Year of formationHdr · item L1972
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CMiami, FL
NTEE classificationIRS BMFNonprofit
WebsiteHdr · item Jwww.dadeheritagetrust.org

Where the money goes

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.89 Management & general $0.09 Fundraising $0.03
Program services89%$586K
Management & general9%$57K
Fundraising3%$18K
Total functional expensesLn 25$661K

Financial health

Revenue & expenses by yearFY2020–FY2024
Revenue
$887K
FY2024▼ -9%
Expenses
$661K
FY2024▼ -24%
Program efficiency
89%
of spending reaches programs▲ +6% vs prior filing year
Operating runway
0.2mo
months of highly liquid reserves at operating expense rate▼ -93% vs prior filing year
Surplus margin
+25%
revenue over expenses, this year▲ +154% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$5.6M
FY2024▲ +6%
Total liabilities
$1.3M
FY2024▲ +9%
Revenue less expensesPt I · Ln 19$226K
Total assetsPt X · Ln 16$5.6M
Program-expense ratioPt IX · col B89%
Voting members of governing bodyPt I · Ln 317
Independent voting membersPt I · Ln 417

Balance Sheet

Part X · end of year
CashLn 1$6K
Total assetsLn 16$5.6M
Total liabilitiesLn 26$1.3M
Total net assetsLn 32$4.3M
Months of cash on handcomputed0.1

Statement of Revenue

Part VIII
Contributions & grants$1.1M · 126%
Program service revenue$15K · 2%
Contributions & grants126%$1.1M
Program service revenue2%$15K
Investment income$835
— government grantsLn 1e$868K
Total revenueLn 12$887K

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $9K · Operating expenses/yr $661K
0.2 months
Where the money goes
Program services
Program services $586K · Total expenses $661K
89%
Management & General
Management & general $57K · Total expenses $661K
9%
Fundraising
Fundraising $18K · Total expenses $661K
3%
Cost to raise $1
Fundraising expense (3-yr avg) $30K · Solicited contributions (3-yr avg) $225K
$0.13 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $1.1M · Total revenue $887K
126%
Government reliance
Government grants $868K · Total revenue $887K
98%
Earned-income share
Program service revenue $15K · Total revenue $887K
2%
Investment reliance
Investment income $835 · Total revenue $887K
+0.09%
Program self-sufficiency
Program service revenue $15K · Total expenses $661K
2%
Growth & trend
Revenue growth (YoY)
This year $887K · Prior year $972K
-9%
Revenue CAGR
FY2019 $1.4M · FY2024 $887K
-8%
Net-asset trend (YoY)
End of year $4.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $887K · Expenses $661K
+25%
Liabilities-to-Assets
Total liabilities — · Total assets $5.6M
—
Net-asset ratio
Net assets $4.3M · Total assets $5.6M
77%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $3K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $5.6M
0.05%
People & payroll
Highest Reported Total Compensation
Individual Christine Rupp · Reported title EXECUTIVE DI · Highest reported compensation $134K · Total expenses $661K
20%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $247K · Total expenses $661K
37%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 89%——
Overhead ratio 9%——
Fundraising cost ratio 2%——
Revenue growth -9%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Di
$133,926Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
2nd Vice Pre
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Christine Rupp$133,926$75,700$122,697$122,697$118,634$111,395

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 Dade Heritage Trust INC executive salaries →

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Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a17
Independent voting membersPt VI · Ln 1b17
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Mission and programs

Preserves Miami-Dade's heritage through preservation, advocacy, and education.

Provided by the organization

This section is blank until Dade Heritage Trust INC claims this page.

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Mission & Programs · Part III

Where the work happens

1 program service account for $586K of program spending, described in the organization's own filed words · FY2024.
01

Dade Heritage Trust Provided the Following Community Programs

Historic places, green spaces k-12 education program servicing 6,000 k-12 miami-dade county public school students by providing free field experiences and bus transportation; operation of the DHT office as an official visitors center the preservation of naturally occurring affordable housing in little havana servicing 20 tenants; miami…

$586Kprogram expense

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Funders

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

Grants

Schedule I · funders on record
Grants received · FY2024
See all 12 funders →

Filing history

YearRevenueExpensesChangeFiling
FY2024 $972K$875K-66% 990 PDF
FY2023 $2.9M$920K+54% 990 PDF
FY2022 $1.9M$1.1M+94% 990 PDF
FY2021 $968K$721K-30% 990 PDF
FY2020 $1.4M$609K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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