HERITAGE CENTRE OF JAMESTOWN INC Charity Report

Public IRS 990 nonprofit record

HERITAGE CENTRE OF JAMESTOWN INC

EIN 36-3641720 · Senior Citizens Housing & Retirement Communities (L22)

What they do

Heritage Centre of Jamestown is A Not-for-profit Senior Assisted Living Community With The Goal of Providing Supportive Services Which Enable Individuals to Thrive In A Home-like Setting, While Maintaining A High Degree of Independence and Autonomy.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2022The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders8 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

81.89%of revenue went to mission work93.7% of expenses · Program services

$87.43spent for every $100 of revenueRevenue covered expenses this year.

5.54%of revenue went to management and office costs6.3% of expenses

11.0%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2022

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,986,566

Mission workProgram services$1,626,82681.89% of revenue93.7% of expenses

ManagementOffice and general costs$110,1075.54% of revenue6.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$249,63312.57% of revenueShown in gray on the chart

Total expenses$1,736,93387.43% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2022CurrentExpense mix: 93.7% mission · 6.3% management · 0.0% fundraisingTotal expenses: 87.43% of revenue

2021Expense mix: 96.2% mission · 3.8% management · 0.0% fundraisingTotal expenses: 99.70% of revenue

2020Expense mix: 96.3% mission · 3.7% management · 0.0% fundraisingTotal expenses: 90.92% of revenue

2019Expense mix: 96.4% mission · 3.6% management · 0.0% fundraisingTotal expenses: 93.93% of revenue

2018Expense mix: 96.4% mission · 3.6% management · 0.0% fundraisingTotal expenses: 95.20% of revenue

2017Expense mix: 96.5% mission · 3.5% management · 0.0% fundraisingTotal expenses: 97.16% of revenue

2016Expense mix: 96.4% mission · 3.6% management · 0.0% fundraisingTotal expenses: 97.54% of revenue

Money in and money out

Revenue$1,986,566

Expenses$1,736,933

Annual surplus $249,633 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,626,826 · 93.7% of expenses

Management and office costs$110,107 · 6.3% of expenses

See all reported dollar amounts

Revenue$1,986,566

Expenses$1,736,933

Income$1,811,929

Contributions$217,811

Mission work (program services)$1,626,826

Management and general$110,107

Accounting fees$9,625

People

Leadership and board

Tax year 2022

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (8)

ALAN LINDBERGDIRECTOR

BONNIE LOOSEDIRECTOR

COURTNEY VANDYKESECRETARY/TREASURER

DEBRA STECKLERFINANCE DIRECTOR (JAN & SEPT-DEC)

MARCIA BOLLINGBERGCHAIR

MATTHEW PERKINSVICE CHAIR

TAMI DILLMANFINANCE DIRECTOR (THRU SEPT)

TONIE STOENADMINISTRATOR

About this charity

Location: 421 18th Street NE, Jamestown, ND 58401
County: Stutsman
In care of: Tonie Stoen
Primary officer: Tonie Stoen, Administrator

How to reach them

Phone(701) 252-6404

Filing and classification

Latest tax year: 2022
Tax period began: January 1, 2022
Return type: 990
Tax preparer: EIDE BAILLY LLP
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities