Mental Health & Crisis Intervention
(F20)
IRS Verified
DX Registered
990 on File
HERITAGE CLINIC AND THE COMMUNITY ASSISTANCE PROGRAM FOR SENIORS
Financial strength (30%)
90/100
Reliability (20%)
55/100
Effectiveness (25%)
88/100
Impact (25%)
No data yet
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CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$17.4M
Total Revenue
$14.6M
Total Expenses
$9.3M
Net Assets
172
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
87.3%
Fundraising Efficiency
N/A
Operating Reserve
7.63x
Liability-to-Asset
28.0%
Revenue Diversification
83.1%
Compared with Peers
FY 2025
Compared with 251 similar organizations
(United States, Mental Health & Crisis Intervention, $10M–$100M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
87.3% | 85.0% |
P10P90
|
Above median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
12.7% | 13.4% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
7.6 mo | 7.3 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
28.0% | 25.7% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
83.1% | 86.2% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
24.0% | 7.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
10.9% | 6.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
16.1% | 3.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $17.4M | $14.6M | $9.3M | 87.3% | 172 |
| 2024 | $14.0M | $13.2M | $6.5M | 87.0% | 172 |
| 2023 | $13.3M | $11.2M | $5.6M | 90.5% | 156 |
| 2022 | $9.9M | $9.1M | $3.6M | 88.4% | 127 |
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