Nonprofit screen
Screen a listHeritage K-8 Charter School
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
- Registered
- Charity type
- 509(a)(1)
$18Mrevenue
FY2025 · +26% in 3 yrs185staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin10.7%
Months of reserve8.3mo
Revenue growth (annualized)+11.2%
Middle half of peersMedianHeritage K-8 Charter School
Where the money goes FY2025 · $16M spent
Programs$8.8M57%Management and general$6.8M43%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor2
Growing faster than peers
Revenue up 11% 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, 98% of revenue in FY2025.
990 Part VIII3funders
$11ka year, last 3 years
94%from its largest funder
Funder’19’20’21’22’23American Heritage Educational FoundationOn and off$86k$15k$16kSempra FoundationOn and off$750$2k$300$520Donor-advised giftsDonors not disclosed$55$226$569$383
FundedThrough a donor-advised fund