Nonprofit screen
Screen a listHeritage Community Initiatives
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)(1)
$6.7Mrevenue
FY2025 · +59% in 3 yrs72staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin10.5%
Months of reserve3.3mo
Revenue growth (annualized)+10.1%
Middle half of peersMedianHeritage Community Initiatives
Where the money goes FY2025 · $6.0M spent
Programs$5.3M89%Management and general$354k6%Fundraising$335k6%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$248k in FY2023 and −$195k in FY2024. Cash covers 3.3 months, under the peer median of 3.5.
990 Part I and balance sheetIn its favor3
Strong governance
11 of 11 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 10% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 9 of its 9 returns, 63% of revenue in FY2025.
990 Part VIII31funders
$362ka year, last 3 years
69%from its largest funder
Funder’17’18’19’20’21’22’23Richard King Mellon FoundationSince FY2020$100k$250k$250k$250kUpmc GroupOn and off$30k$30k$30k$30kMassey Charitable TrustSince FY2020$25k$20k$20k$20kThe Heinz EndowmentsOn and off$75kHoward & Nell E Miller FoundatOn and off$10k$10k$5k$10kProgram to Aid Citizen Enterprise IncOn and off$18k$15kDonor-advised giftsDonors not disclosed$34k$9k$16k$38k$92k$6k$6k15 other fundersUp to $25k a year each$16k$20k$1k$52k$39k$8k$55k
FundedThrough a donor-advised fund