Public Charity

HERITAGE VILLAGE FOUNDATION INC

HERITAGE VILLAGE FOUNDATION INC is a Public Charity headquartered in SOUTHBURY, CT. Financial data from the 2025 filing: $3.7M revenue, $2.3M expenses, $9.7M total assets.

EIN: 237427884 SOUTHBURY, CT Latest filing: 2025
Total Revenue$3.7M
Total Expenses$2.3M
Total Assets$9.7M
Grant Records0
Filing Years2021–2025

Mission

TO PROVIDE MEMBERS WITH RECREATIONAL FACILITIES AND RELATED ACTIVITIES.

Where $100 goes at Heritage Village Foundation Inc

How Heritage Village Foundation Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$93 Programs the work itself
$7 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $93 for programs

$93
Bus trips, dances, and other social and recreational activities
All program spending · Reported in the filing: 4,000 members
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

DIRECTOR Alan Mael
DIRECTOR Bill Simpson
DIRECTOR Chuck Goldbach
ADMINISTRATOR Daniel Drew
DIRECTOR Dan Kenny
DIRECTOR Dan Murphy

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $3.7M $2.3M $9.7M
2024 $3.0M $2.3M $8.2M
2023 $2.5M $2.0M $7.5M
2022 $2.2M $2.0M $7.1M
2021 $2.3M $1.9M $6.9M

Between 2021 and 2025, reported annual revenue grew from $2.3M to $3.7M (+64%), with total assets most recently reported at $9.7M.

Interactive year-over-year charts and full filing details available with membership.

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