Nonprofit · EIN 82-3782233
HERITAGE ACRES MEMORIAL SANCTUARY LLC
Tax-exempt · CINCINNATI, OH 45255
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $264,124 | $204,216 | $59,908 | $802,515 | $30,730 | $771,785 |
| December 31, 2024 | 990 | $233,034 | $172,367 | $60,667 | $742,726 | $30,849 | $711,877 |
| December 31, 2023 | 990 | $199,194 | $92,099 | $107,095 | $694,850 | $43,640 | $651,210 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $52,391
- Program service revenue
- $199,546
- Investment income
- $10,656
- Net gain from sales of assets
- $5,350
- Other revenue
- $1,531
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $85,641
- Other salaries and wages
- $50,840
- Salaries, compensation and benefits (total)
- $146,922
- Professional fundraising fees
- $0
- Accounting fees
- $1,340
- Occupancy
- $1,757
- Depreciation
- $11,031
- Program services (functional)
- $119,419
- Management and general (functional)
- $83,490
- Fundraising (functional)
- $1,307
Balance sheet and other
- Total assets, start of year
- $742,726
- Total assets, end of year
- $802,515
- Total liabilities, end of year
- $30,730
- Net assets, end of year
- $771,785
- Land, buildings and equipment
- $358,588
- Gross receipts
- $264,124
- Employees
- 9
- Volunteers
- 60
- Year formed
- 2016
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Gupton | Cemetery Director Key employee | 40 | $37,291 |
| David Spinney | Board Member at Large Trustee or director | 8 | $0 |
| Thomas Bosarge | Board Member at Large Trustee or director | 5 | $0 |
| Donelle Dreese | President Trustee or director, Officer | 15 | $0 |
| Donna Buckley | Vice President Trustee or director, Officer | 8 | $0 |
| Jeff Syroney | Secretary Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Gupton | Cemetery Manager Key employee, Highest-paid employee | 25 | $28,750 |
| David Spinney | Board Member at Large Trustee or director | 8 | $0 |
| Thomas Bosarge | Board Member at Large Trustee or director | 5 | $0 |
| Donelle Dreese | President Trustee or director, Officer | 15 | $0 |
| Donna Buckley | Vice President Trustee or director, Officer | 8 | $0 |
| Jeff Syroney | Secretary Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas Bosarge | Board Member at Large Trustee or director | 5 | $0 |
| Maryanna Pappas | Board Member at Large Trustee or director | 5 | $0 |
| Jeff Syroney | Board Member at Large Trustee or director | 5 | $0 |
| David Spinney | Board Member at Large Trustee or director | 8 | $0 |
| Donna Buckley | Vice President Trustee or director, Officer | 8 | $0 |
| Donelle Dreese | President Trustee or director, Officer | 15 | $0 |
| Laura Knight | Secretary Trustee or director, Officer | 6 | $0 |
| William Gupton | Past President Former | 25 | $0 |
Address and contacts
- Address (IRS master file)
- 1498 GREAT OAK DR, CINCINNATI, OH 45255-3081
- In care of
- % WILLIAM GUPTON
- Principal officer (990 for 2025)
- Donelle Dreese, PO Box 54381, Cincinnati, OH 45255
- Signed the 990
- WILLIAM GUPTON, Cemetery Director
- Phone
- (513) 231-6438
- Return prepared by
- R Pace Tax Service LLC
Mission
Heritage Acres Memorial Sanctuary is a dedicated natural burial ground. Our commitment to creating a nature preserve where people may be laid to rest naturally calls us to compassion both for the earth, and for our fellow human beings.
Program accomplishments
- The most visible change to Heritage Acres in 2025 was the completion of a large, lovely pavilion, centrally located on our property overlooking the burial meadow, where families may gather for memorial services. Speaking of the burial meadow, we opened two new sections and are now nearing 150 total burials. This year we also planted dozens of new trees, continuing our reforestation project and nearing our arboretum goal of 200 different identified species on the premises. Both staffing and educational offerings continue to grow as well.Expenses $119,419 · revenue $211,733
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-3782233
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y50)
- Assets (IRS master file)
- $802,515
- Income (IRS master file)
- $264,124
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $264,124 | $204,216 | $802,515 | IRS |
| 990 | December 2024 | $233,034 | $172,367 | $742,726 | IRS |
| 990 | December 2023 | $199,194 | $92,099 | $694,850 | XML |
| 990 | December 2022 | $158,704 | $66,329 | $591,136 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3782233).
Questions about HERITAGE ACRES MEMORIAL SANCTUARY LLC
- What is the EIN of HERITAGE ACRES MEMORIAL SANCTUARY LLC?
- The employer identification number (EIN) of HERITAGE ACRES MEMORIAL SANCTUARY LLC is 82-3782233.
- Is HERITAGE ACRES MEMORIAL SANCTUARY LLC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to HERITAGE ACRES MEMORIAL SANCTUARY LLC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE ACRES MEMORIAL SANCTUARY LLC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE ACRES MEMORIAL SANCTUARY LLC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE ACRES MEMORIAL SANCTUARY LLC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HERITAGE ACRES MEMORIAL SANCTUARY LLC?
- The 990 for the year ended December 31, 2025 names Donelle Dreese.
- Who are the officers and directors of HERITAGE ACRES MEMORIAL SANCTUARY LLC?
- The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $37,291 (William Gupton, Cemetery Director).
- How much revenue does HERITAGE ACRES MEMORIAL SANCTUARY LLC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $264,124, expenses of $204,216 and total assets of $802,515 at year end.
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