Heritage Place Phase Iii
Heritage Place Phase Iii's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $21,242 for Ann Johnson, Executive Dir. (FY 2024). Column F can include amounts from the filing and related organizations.
After indexing supported filing years to 2025 comparison dollars, the subject figure is $21,801. It is higher than the D + F figure for 53 of 205 peer organizations selected under the disclosed tier Same NTEE sector (L22), nationwide + size band 0.67–1.5× revenue (approximately 26%; median $36,973). This is descriptive, not a reasonableness conclusion.
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Review the selected comparables for Heritage Place Phase Iii, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.
Review the peer setSelected peer organizations
Actual selection tier: Same NTEE sector (L22), nationwide + size band 0.67–1.5× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.
| Organization | State | Revenue | D + F (2025 dollars) |
|---|---|---|---|
| Ucc Xvii Inc | OH | $258,578 | $53,624 |
| Passumpsic View Inc | VT | $260,483 | $22,960 |
| Meadow Road Housing Corporation Inc | NH | $260,531 | $22,978 |
| Laurelwood Senior Housing Corporation | TN | $260,994 | $16,749 |
| Shelby County Senior Citizens Corp | TX | $257,195 | $32,462 |
| Hudson Senior Housing Inc | MN | $256,839 | $65,868 |
| Janua Coeli Inc | FL | $262,251 | $29,347 |
| Providence Blanchet Association | WA | $262,400 | $490,090 |
View the organization record and available filings on ProPublica