Nonprofit screen
Screen a listHeritage Retreats Inc
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)
$897krevenue
FY2024 · −17% in 3 yrs2staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpending
Against similar nonprofits FY2024
Operating margin20.5%
Months of reserve1.0mo
Revenue growth (annualized)+10.2%
Middle half of peersMedianHeritage Retreats
Where the money goes FY2024 · $713k spent
Programs$494k69%Management and general$166k23%Fundraising$53k7%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor1
Growing faster than peers
Revenue up 10% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohort28funders
$244ka year, last 3 years
45%from its largest funder
Funder’17’18’19’20’21’22’23Goldrich Family FoundationStopped after FY2018$12k$12k–The Norman and Julia Bobrow Family FoundationSince FY2018$2k$2k$2k$5k$5k$5kPappas Foundation IncSince FY2020$2k$7k$3k$3kThe Joyce and Ramie Tritt Family FoundationOn and off$2k$2k$3k$3kThe Dennis Berman Family Foundation IncOn and off$2k$2k$5kThe Sassoon Family FoundationSince FY2020$360$360$3k$4kDonor-advised giftsDonors not disclosed$36k$65k$37k$55k$153k$374k$135k14 other fundersUp to $5k a year each$3k$10k$3k$8k$14k$10k$3k
FundedThrough a donor-advised fundStopped