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Vero Heritage INC FY2023 filing

Tax-deductible

Vero Beach, FL501(c)(3)Arts & Culture EIN 59-3108608Revenue $220K in FY2023

On file with the IRSveroheritage.org2140 14th Ave, 32960-3432 · Vero Beach, FLTax-exempt since Jan 1993Publicly supported — 509(a)(2)

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Vero Heritage is a non-profit organization dedicated to promoting the preservation of historic buildings in indian river county and to heightening public awareness of local Heritage and historic preservations. Vero Heritage educates the public and members about the citrus industry.

501(c)(3) charity; gifts are tax-deductible.
56¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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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
2 of 4
filings with a surplus
Average deficit $835 a year · under 1% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
56%
of spending
Worth a look: 56% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $1K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$97K
54% of total assets
Fine: liabilities are 54% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$220K
+11% vs prior year
Spent
$246K
To programs
56%
Net assets
$81K
By yearFY2022–FY2025
Revenue
$220K
FY2023▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2022$197K
FY2023$220K
FY2024$232K
FY2025$303K
Expenses
$246K
FY2023▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2022$235K
FY2023$246K
FY2024$229K
FY2025$246K
Net assets
$81K
FY2023▼ -24%
Tap a bar for its year
Net assets by fiscal year
FY2022$107K
FY2023$81K
FY2024$85K
FY2025$142K

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

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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 1993.

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

Where the money goes

56 cents of each dollar spent went to programs.

Program services 56% · $139K Management & general 41% · $100K Fundraising 3% · $7K

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

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
Chris Barcus
Board Member
$0Pt VII · Sec A
Robyn Berry
Executive Di
$0Pt VII · Sec A
Kelly Clemenzi
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Sue Guy
Board Member
$0Pt VII · Sec A
Brian Holmes
President
$0Pt VII · Sec A
Carol Holmes
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Vero Heritage INC executive salaries →

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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 historic buildings and educates about the citrus industry.

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Provided by the organization

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2 programs · $139K · in their own filed words · FY2022
01

Vero heritage operates and mantains the vero heritage center hall with the purpose to promote the preservation of historic buildings in indian river county. The building is a registered national landmark facility that was built on 1935.

$91Kprogram expense
02

Vero heritage mantains and operates the indian river citrus museum, which is used to educate the public and members about the citrus industry.

$48Kprogram 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 · FY2025
Bailey Family Foundation INCFY2025$600
Kahle Foundation INCFY2025$500
Total grants receivedfrom 2 funders$1K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$220K
Ln 12
Gifts and grantsLn 1h$121K
Fees for servicesLn 2g$86K
Investment incomeLn 3$10K
Money outPt IX
$246K
Ln 25
Programscol B$139K
Managementcol C$100K
Fundraisingcol D$7K
Owns and owesPt X
$81K
net assets · Ln 32
Cash and savingsLn 1–2$113K
Total assetsLn 16$178K
LiabilitiesLn 26$97K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$121K
Government grantsLn 1e$69K
Noncash giftsLn 1g$37K
Fees for servicesLn 2g$86K
Investment incomeLn 3$10K
Other incomeLn 4–11$3K
Total revenueLn 12$220K
Assets in detailPt X, end of year
CashLn 1$26K
SavingsLn 2$87K
Cash and savings togetherLn 1–2$113K
InvestmentsLn 11–13$1K
Land, buildings, equipmentLn 10c$57K
Total assetsLn 16$178K
LiabilitiesLn 26$97K
Net assetsLn 32$81K
OperationsPt I, VI
EmployeesI 57
VolunteersI 620
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$133K$113K
InvestmentsLn 11–13$1K$1K
Land, buildings, equipmentLn 10c$57K$57K
Total assetsLn 16$207K$178K
LiabilitiesLn 26$99K$97K
Net assetsLn 32$107K$81K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$69K$37K$32K
Payroll taxesLn 10$5K$3K$2K
Other fees for servicesLn 11g$16K$16K
Advertising and promotionLn 12$10K$4K$5K$1K
Office expensesLn 13$5K$5K
Information technologyLn 14$3K$3K
OccupancyLn 16$37K$30K$7K
Depreciation, depletion and amortizationLn 22$12K$9K$3K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$66K$55K$11K
All other expensesLn 24e$10K$2K$9K
Total functional expensesLn 25$246K$139K$100K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $303K$246K$57K$142K 990 PDF
FY2024 $232K$229K$4K$85K 990 PDF
FY2023 Viewing $220K$246K−$26K$81K 990 PDF
FY2022 $197K$235K−$38K$107K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $219,706 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $114,526$120,786
I-9 Program service revenuePrior year $92,211$85,749
I-10 Investment incomePrior year −$13,139$10,207
I-11 Other revenuePrior year $3,618$2,964
I-12 Total revenuePrior year $197,216$219,706
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $87,005$73,994
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $148,151$171,575
I-18 Total expensesPrior year $235,156$245,569
I-19 Revenue less expensesPrior year −$37,940−$25,863
Part VI · Governance 8 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $219,706 across 8 lines filed
VIII-1e Government grants$69,200
VIII-1f All other contributions, gifts and grants$51,586
VIII-1g Noncash contributions (included above)$37,200
VIII-1h Total contributions, gifts and grants$120,786
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $85,749$85,749
VIII-3 Investment incomeRelated to mission $10,207$10,207
VIII-8 Net income from fundraising events$2,964
VIII-12 Total revenueRelated to mission $95,956$219,706
Part IX · Statement of functional expenses $245,569 across 11 lines filed
IX-7 Other salaries and wagesPrograms $36,845 · Management $31,828$68,673
IX-10 Payroll taxesPrograms $2,873 · Management $2,448$5,321
IX-11g Other fees for servicesManagement $16,470$16,470
IX-12 Advertising and promotionPrograms $3,690 · Management $5,297 · Fundraising $1,144$10,131
IX-13 Office expensesManagement $5,102$5,102
IX-14 Information technologyFundraising $3,300$3,300
IX-16 OccupancyPrograms $29,862 · Management $7,440$37,302
IX-22 Depreciation, depletion and amortizationPrograms $9,185 · Fundraising $2,888$12,073
IX-23 InsuranceManagement $10,833$10,833
IX-24 Other expenses (24a–d)Programs $54,518 · Management $11,461$65,979
IX-24e All other expensesPrograms $1,657 · Management $8,728$10,385
IX-25 Total functional expensesPrograms $138,630 · Management $99,607 · Fundraising $7,332$245,569
Part X · Balance sheet $178,409 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $53,690$25,735
X-2 Savings and temporary cash investmentsStart of year $78,872$86,948
X-8 Inventories for sale or useStart of year $4,306$3,215
X-9 Prepaid expenses and deferred chargesStart of year $4,340$4,536
X-10c Land, buildings and equipment, netStart of year $56,837$56,891
X-11 Publicly traded securitiesStart of year $1,084$1,084
X-16 Total assetsStart of year $206,643$178,409
X-17 Accounts payable and accrued expensesStart of year $5,691$6,520
X-25 Other liabilitiesStart of year $93,750$90,550
X-26 Total liabilitiesStart of year $99,441$97,070
X-27 Net assets without donor restrictionsStart of year $2,988−$22,875
X-28 Net assets with donor restrictionsStart of year $104,214$104,214
X-32 Total net assets or fund balancesStart of year $107,202$81,339
X-33 Total liabilities and net assetsStart of year $206,643$178,409
Part XI · Reconciliation of net assets $81,339 net assets at year end
XI-1 Total revenue$219,706
XI-2 Total expenses$245,569
XI-3 Revenue less expenses−$25,863
XI-4 Net assets at start of year$107,202
XI-10 Net assets at end of year$81,339

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

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