Nonprofit screen
Screen a listHeritage Classic Foundation
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(2)
$19Mrevenue
FY2024 · +129% in 3 yrs13staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin12.8%
Months of reserve6.8mo
Revenue growth (annualized)+6.0%
Middle half of peersMedianHeritage Classic
Where the money goes FY2024 · $17M spent
Programs$16M98%Management and general$270k2%Fundraising$5000%990 FY2024 · Part IX line 25
Nothing to check in the filings
Learn what flags we look for and why66funders
$595ka year, last 3 years
37%from its largest funder
Funder’17’18’19’20’21’22’23Pga Tour IncOn and off$195k$175k$175k$175k$245k$245kCongaree FoundationOn and off$100kTrue North Foundation (FKA Stertzer Family Charitable Fnd)Stopped after FY2020$1k$23k$27k$20k–The Kilrea FoundationSince FY2020$20k$10k$10k$20kThe Gleason Family Foundation IncSince FY2022$25k$20kRotary International Hilton Head Island -On and off$41kDonor-advised giftsDonors not disclosed$128k$65k$277k$128k$125k$307k$232k35 other fundersUp to $19k a year each$63k$39k$43k$49k$92k$88k$91k
FundedThrough a donor-advised fundStopped