HERITAGE HOUSING PARTNERS Charity Report

Public IRS 990 nonprofit record

HERITAGE HOUSING PARTNERS

EIN 95-4706651 · Housing Rehabilitation (L25)

What they do

to PROMOTE HISTORIC PRESERVATION and NEIGHBORHOOD REVITALIZATION BY DEVELOPING, OWNING, and OPERATING RENTAL or for SALE LOW-INCOME HOUSING PROPERTY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $96.80 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 2024The charity has a recent tax report to read.

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

They name their leaders11 people are listed in the latest report.

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

Money made simple

$96.80of every $100 spent was reported for mission workThe IRS calls this “program services.”

$129.31spent for every $100 of revenueSpending was higher than revenue this year.

$3.20of every $100 spent was reported for management and office costsThis number alone does not tell us how much good they did.

$11.31in assets for every $1 spent this yearSome assets cannot be spent right away.

0.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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.

Worth asking: Expenses exceeded revenue by $1,148,582 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $246,379 for CHARLES E LOVEMAN JR (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

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 2024

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.

$100spent

Where each $100 went

These are the charity’s reported Form 990 spending categories.

Mission workProgram services$96.80

ManagementOffice and general costs$3.20

FundraisingAsking for donations$0.00

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202496.8% mission

202399.6% mission

202295.9% mission

202196.5% mission

202098.9% mission

201987.7% mission

201898.8% mission

201778.3% mission

Money in and money out

Revenue$3,918,294

Expenses$5,066,876

Annual shortfall $1,148,582 Expenses were higher than revenue 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)$4,904,823 · 96.8% of expenses

Management and office costs$162,053 · 3.2% of expenses

See all reported dollar amounts

Revenue$3,918,294

Expenses$5,066,876

Assets$57,290,971

Income$3,918,294

Contributions$35,350

Mission work (program services)$4,904,823

Grants given$3,577,260

Average grant$1,788,630

Management and general$162,053

Executive compensation (total)$167,442

Accounting fees$131,141

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

CHARLES E LOVEMAN JREXECUTIVE DIRECTOR · 50 hrs/week $246,379Base $242,179 · Other $4,200

MARIANNE WILLIAMSACCOUNTANT · 40 hrs/week $121,720Base $117,520 · Other $4,200

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

CHARLES E LOVEMAN JREXECUTIVE DIRECTOR

MARIANNE WILLIAMSACCOUNTANT

ANTONIO MANNINGDIRECTOR

BLAIR MILLERPRESIDENT

EMILY WAREVICE PRESIDENT

JASMIN SHUPPERDIRECTOR

KAREN DAVISDIRECTOR

MERCEDES MARTINSECRETARY

NANCY SPEARSDIRECTOR

PATRICK CRANDALLTREASURER

ROBERT CARPENTERDIRECTOR

About this charity

Recognized since: January 1999
Location: 608 NORTH FAIR OAKS AVENUE 126, PASADENA, CA 91103
County: Los Angeles
In care of: CHARLES E LOVEMAN JR
Primary officer: CHARLES E LOVEMAN JR, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(626) 403-4663

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Housing Rehabilitation (L25)
IRS tax category: Housing Rehabilitation
Grant-giving organization: Yes