Dade Heritage Trust INC FY2021 filing

Tax-deductible

Miami, FL501(c)(3)Since 1972EIN 59-2194849Revenue $968K in FY2021

On file with the IRSdadeheritagetrust.org190 Se 12th Ter, 33131-3204 · Miami, FLTax-exempt since Feb 1976Publicly supported charity — 170(b)(1)(A)(vi)

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To preserve miami-Dade countys architectural, environmental and cultural Heritage through preservation, advocacy and education.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$119K 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

FY2021 · 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
6 of 6
filings with a surplus
Average surplus $678K a year · 45% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$119K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $239K
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$216K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
24
of 24 voting members
Looks good: 24 of 24 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$968K
-30% vs prior year
Spent
$721K
To programs
87%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$968K
FY2021▼ -30%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$968K
FY2022$1.9M
FY2023$2.9M
FY2024$972K
FY2025$887K
Expenses
$721K
FY2021▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$609K
FY2021$721K
FY2022$1.1M
FY2023$920K
FY2024$875K
FY2025$661K
Net assets
$1.3M
FY2021▲ +24%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.3M
FY2022$2.5M
FY2023$4.0M
FY2024$4.1M
FY2025$4.3M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1976.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $624K Management & general 6% · $41K Fundraising 8% · $56K

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

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Who runs it and what they're paid

25 people listed on the 990; $119K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$118,634Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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.

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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 15aYes

Programs and updates

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

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Provided by the organization

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1 program · $624K · in their own filed words · FY2020
01

Dade heritage trust was founded in 1972. The organization has hosted and presented conferences, events and programs focused on its mission. In addition, dade heritage trust has funded or assisted in funding the restoration of the cape florida lighthouse, old miami high, the dice house, the freedom tower, the DR.

$624Kprogram 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
See all 12 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$968K
Ln 12
Gifts and grantsLn 1h$861K
Other incomeLn 4–11$59K
Fees for servicesLn 2g$46K
Money outPt IX
$721K
Ln 25
Programscol B$624K
Managementcol C$41K
Fundraisingcol D$56K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$183K
Total assetsLn 16$1.5M
LiabilitiesLn 26$216K
PeoplePt VI, VII
25
listed · VII A
PaidVII A1
Voting boardVI 1a24
IndependentVI 1b24
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$861K
Government grantsLn 1e$318K
Fundraising eventsLn 1c$2K
Fees for servicesLn 2g$46K
Investment incomeLn 3$766
Other incomeLn 4–11$59K
Total revenueLn 12$968K
Assets in detailPt X, end of year
CashLn 1$35K
SavingsLn 2$148K
Cash and savings togetherLn 1–2$183K
InvestmentsLn 11–13$25K
Land, buildings, equipmentLn 10c$1.3M
Other assetsLn 15$0
Total assetsLn 16$1.5M
LiabilitiesLn 26$216K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 52
VolunteersI 63
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$515K$183K
InvestmentsLn 11–13$22K$25K
Land, buildings, equipmentLn 10c$44K$1.3M
Total assetsLn 16$1.3M$1.5M
LiabilitiesLn 26$241K$216K
Net assetsLn 32$1.0M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$122K$98K$12K$12K
Other salaries and wagesLn 7$55K$44K$5K$5K
Other employee benefitsLn 9$7K$5K$686$686
Payroll taxesLn 10$13K$11K$1K$1K
Other fees for servicesLn 11g$27K$27K
Advertising and promotionLn 12$75K$49K$26K
Office expensesLn 13$10K$8K$963$964
OccupancyLn 16$11K$9K$1K$1K
Depreciation, depletion and amortizationLn 22$27K$26K$1K
InsuranceLn 23$28K$27K$2K
Other expenses (24a–d)Ln 24$342K$320K$14K$8K
All other expensesLn 24e$5K$2K$3K
Total functional expensesLn 25$721K$624K$41K$56K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $887K$661K$226K$4.3M 990 PDF
FY2024 $972K$875K$97K$4.1M 990 PDF
FY2023 $2.9M$920K$2.0M$4.0M 990 PDF
FY2022 $1.9M$1.1M$755K$2.5M 990 PDF
FY2021 Viewing $968K$721K$246K$1.3M 990 PDF
FY2020 $1.4M$609K$765K$1.0M 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
See the full FY2021 990 (6 parts)
Part I · Summary $967,510 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,323,926$861,078
I-9 Program service revenuePrior year $32,503$46,290
I-10 Investment incomePrior year −$1,509$766
I-11 Other revenuePrior year $18,651$59,376
I-12 Total revenuePrior year $1,373,571$967,510
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $191,008$197,163
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $417,532$523,872
I-18 Total expensesPrior year $608,540$721,035
I-19 Revenue less expensesPrior year $765,031$246,475
Part VI · Governance 24 of 24 board members independent, 1 to look at
VI-1a Voting members of the governing body24
VI-1b Independent voting members24
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $967,510 across 10 lines filed
VIII-1c Fundraising events$1,500
VIII-1e Government grants$318,380
VIII-1f All other contributions, gifts and grants$541,198
VIII-1h Total contributions, gifts and grants$861,078
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $46,290$46,290
VIII-3 Investment incomeExcluded from tax $766$766
VIII-6 Net rental income or lossRelated to mission $40,970$40,970
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $18,406$18,406
VIII-12 Total revenueRelated to mission $105,666 · Unrelated business $0 · Excluded from tax $766$967,510
Part IX · Statement of functional expenses $721,035 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $97,600 · Management $12,200 · Fundraising $12,200$122,000
IX-7 Other salaries and wagesPrograms $43,864 · Management $5,483 · Fundraising $5,483$54,830
IX-9 Other employee benefitsPrograms $5,488 · Management $686 · Fundraising $686$6,860
IX-10 Payroll taxesPrograms $10,779 · Management $1,347 · Fundraising $1,347$13,473
IX-11g Other fees for servicesPrograms $27,411$27,411
IX-12 Advertising and promotionPrograms $48,768 · Fundraising $25,750$74,518
IX-13 Office expensesPrograms $7,701 · Management $963 · Fundraising $964$9,628
IX-16 OccupancyPrograms $8,553 · Management $1,070 · Fundraising $1,070$10,693
IX-22 Depreciation, depletion and amortizationPrograms $25,551 · Management $1,317$26,868
IX-23 InsurancePrograms $26,587 · Management $1,606$28,193
IX-24 Other expenses (24a–d)Programs $320,250 · Management $13,774 · Fundraising $8,025$342,049
IX-24e All other expensesPrograms $1,852 · Management $2,660$4,512
IX-25 Total functional expensesPrograms $624,404 · Management $41,106 · Fundraising $55,525$721,035
Part X · Balance sheet $1,503,210 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $157,433$35,212
X-2 Savings and temporary cash investmentsStart of year $357,519$148,261
X-4 Accounts receivableStart of year $51,726$18,884
X-10c Land, buildings and equipment, netStart of year $43,629$1,275,494
X-11 Publicly traded securitiesStart of year $21,723$25,359
X-15 Other assetsStart of year $642,644$0
X-16 Total assetsStart of year $1,277,590$1,503,210
X-17 Accounts payable and accrued expensesStart of year $20,000$18,126
X-19 Deferred revenueStart of year $37,000$13,000
X-24 Unsecured notes and loans payableStart of year $34,300$35,000
X-26 Total liabilitiesStart of year $241,300$216,126
X-27 Net assets without donor restrictionsStart of year $36,127$1,138,823
X-28 Net assets with donor restrictionsStart of year $1,000,163$148,261
X-32 Total net assets or fund balancesStart of year $1,036,290$1,287,084
X-33 Total liabilities and net assetsStart of year $1,277,590$1,503,210
Part XI · Reconciliation of net assets $1,287,084 net assets at year end
XI-1 Total revenue$967,510
XI-2 Total expenses$721,035
XI-3 Revenue less expenses$246,475
XI-4 Net assets at start of year$1,036,290
XI-5 Net unrealized gains (losses) on investments$4,319
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,287,084

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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