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California · Nonprofit

HERITAGE GROUP HOMES INC

HERITAGE GROUP HOMES INC (California) receives grants from 5 organizations whose IRS filings report $65,800 to it, the largest being THE ROSE HILLS FOUNDATION ($50,000). 1 of them have funded it in more than one year.

Revenue FY2024
$6.3M
Funders on record
5
Grants received
$66k
Net assets
$18M
1/5 repeat funderspeak grant-dependency 1%
01What it does

What Heritage Group Homes Inc does

Mission

Our mission is to serve foster youth, families and our community through intensive clinical evidence-based treatment services, along with personalized and compassionate care. We provide mental health treatment that changes lives through a high quality trauma informed holistic approach delivered in peaceful and nurturing environments of optimal recovery.

As stated on its FY2024 Form 990.

Program

  1. Heritage provides 24-hour residential treatment services at five locations licensed as STRTP (Short-Term Residential Therapeutic Program)facilities and medication support at our corporate office location. We serve girls ages 12-18 and non-minor dependents who are in crisis and experiencing the trauma of being detained from their parent(s), guardian(s) or have suffered abuse neglect or abandonment. The immediate concern is to provide care, comfort and stability that ensures the mental and emotional well-being of the children in a individual tailored, trauma informed program that includes daily treatment through counseling, 24-hour supervision, academic support, social work services, medication management, after-care and reunification services as indicated in each youth's needs and service plan.

    $3,873,556 spent$5,667,457 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $3,873,556.

02The organization over time

The organization over time

Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20202020 Revenue 100 ($7.0M) Expenses 100 ($4.0M) Net assets 100 ($9.1M)2021 Revenue 93 ($6.6M) Expenses 126 ($5.0M) Net assets 117 ($11M)2022 Revenue 122 ($8.6M) Expenses 148 ($5.9M) Net assets 146 ($13M)2023 Revenue 113 ($7.9M) Expenses 135 ($5.4M) Net assets 174 ($16M)2024 Revenue 90 ($6.3M) Expenses 100 ($4.0M) Net assets 200 ($18M)
20202021202220232024
Revenue (90)Expenses (100)Net assets (200)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $12M to $18M (+46%).

$9.2M
$12M
$18M
$20M
$22M
20202021202220232024
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 7% · 2023 16%. Grants only. Government contracts and fees sit inside program revenue.

0% of HERITAGE GROUP HOMES INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (72% for the typical peer).

This organization
Typical peer · 636 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 5 reported years ran a deficit.

$3.0M
’20
$1.5M
’21
$2.7M
’22
$2.5M
’23
$2.3M
’24
19
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

20202021202220232024
Listed55778
Joined·+0+3+0+1
No longer listed·0100
03Who funds it

Who funds it, year by year

2020 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $194 → $50k.

Funder
'20
'21
'22
'23
'24*
total
funders
1
1
3
2
1

1 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 1% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of HERITAGE GROUP HOMES INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

HERITAGE GROUP HOMES INC leans on a few funders — its largest provides 76% of grant income and the top three 91%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

77% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund HERITAGE GROUP HOMES INC.

76%
largest funder
91%
top three
~2
effective funders

Largest funder’s share by year: 2020 100% · 2021 100% · 2022 49% · 2023 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

92% of HERITAGE GROUP HOMES INC's grant income comes from California funders.

OR
CA

In-state vs out-of-state, by year

’22
’23
California out of state home

Funder states come from each funder’s own filing. $800 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

HERITAGE GROUP HOMES INC runs a healthier operating margin than three-quarters of the 611 unclassified nonprofits its size.

Operating margin37% · top quartile
Months of reserve19.2mo · top quartile
Revenue growth (annualized)−3% · bottom quartile

this organization peer median middle 50% of peers· 611 unclassified nonprofits $1M–$10M, FY2024

Organizations like HERITAGE GROUP HOMES INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

97% of spending goes to programs.

Program 97%Management 3%Fundraising 0%

Governance

5
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

99%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for HERITAGE GROUP HOMES INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds HERITAGE GROUP HOMES INC?
HERITAGE GROUP HOMES INC (California) receives grants from 5 organizations whose IRS filings report $65,800 to it, the largest being THE ROSE HILLS FOUNDATION ($50,000). 1 of them have funded it in more than one year.
How many funders does HERITAGE GROUP HOMES INC have?
IRS filings report 5 organizations giving $65,800 in grants to HERITAGE GROUP HOMES INC, 1 of which have funded it in more than one year.
Who is the largest funder of HERITAGE GROUP HOMES INC?
THE ROSE HILLS FOUNDATION is the largest funder on record, with $50,000 in grants. The full list of funders is on this page.
How can an organization like HERITAGE GROUP HOMES INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Heritage Group Homes →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2020–2024), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing