Nonprofit screen
Screen a listThe Heritage Management Organization 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
- No record
- Charity type
- 509(a)(1)
$6.7Mrevenue
FY2025 · +21% in 3 yrs7 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin49.4%
Months of reserve20.6mo
Revenue growth (annualized)+21.7%
Middle half of peersMedianHeritage Management Organization
Where the money goes FY2025 · $3.4M spent
Programs$3.1M90%Management and general$256k8%Fundraising$77k2%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$439k in FY2023 and −$234k in FY2024. Cash covers 20.6 months, above the peer median of 3.8.
990 Part I and balance sheetIn its favor1
Growing faster than peers
Revenue up 22% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohort6funders
$680ka year, last 3 years
86%from its largest funder
Funder’17’18’19’20’21’22’23The Andrew W Mellon FoundationOn and off$1.8MThe Jm Kaplan Fund IncOn and off$50k$50k$90kThe Berlind FoundationOn and off$10kDonor-advised giftsDonors not disclosed$25k$25k$50k$25k$25k$50k$75k
FundedThrough a donor-advised fund