Skip to content

Georgia · Nonprofit

THE HERITAGE SCHOOL INC

THE HERITAGE SCHOOL INC (Georgia) receives grants from 15 organizations whose IRS filings report $2,717,002 to it, the largest being J BULOW CAMPBELL FOUNDATION ($750,000). 11 of them have funded it in more than one year, and 68% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$11M
Funders on record
15
Grants received
$2.7M
Net assets
$17M
11/15 repeat funderspeak grant-dependency 9%
01What it does

What The Heritage School Inc does

Mission

The mission of the heritage school is to develop the mind through a full range of rigorous academics; to develop the body through competition and teamwork; to develop the spirit through self-awareness and growth; and to develop camaraderie through shared experiences.

As stated on its FY2025 Form 990.

Program

  1. The heritage school is a co-educational, independent, college preparatory school committed to providing an environment that develops the mind in preparation for college and later life, the body through competition and teamwork, the spirit through self-awareness and growth, and camaraderie through shared experience. Mind, body, spirit, and camaraderie are infused throughout the opportunities offered on and off campus in academics, fine arts, athletics, and service.the heritage school provides educational opportunities for children in grades pre-k-3 through twelve. The heritage school holds accreditation from both the southern association of independent schools and the southern association of colleges and schools, and is a member of the national association of independent schools, georgia association of independent schools, and atlanta area association of independent schools.

    $8,008,877 spentof which $966,225 as grants$9,632,813 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $8,008,877.

02The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 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 = 20192019 Revenue 100 ($9.0M) Expenses 100 ($9.0M) Net assets 100 ($12M)2020 Revenue 105 ($9.4M) Expenses 109 ($9.8M) Net assets 96 ($11M)2021 Revenue 119 ($11M) Expenses 100 ($9.1M) Net assets 110 ($13M)2022 Revenue 114 ($10M) Expenses 105 ($9.5M) Net assets 115 ($13M)2023 Revenue 122 ($11M) Expenses 108 ($9.8M) Net assets 125 ($15M)2024 Revenue 119 ($11M) Expenses 108 ($9.7M) Net assets 141 ($16M)2025 Revenue 125 ($11M) Expenses 117 ($11M) Net assets 146 ($17M)
2019202020212022202320242025
Revenue (125)Expenses (117)Net assets (146)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 2023 to 2024, from $16M to $19M (+13%).

$14M
$14M
$15M
$15M
$16M
$19M
$19M
2019202020212022202320242025
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.

2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 9% · 2022 0%. Grants only. Government contracts and fees sit inside program revenue.

12% of THE HERITAGE SCHOOL INC’s revenue is contributions — about as donation-reliant as the typical peer (23% for the typical peer).

This organization
Typical peer · 4,254 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 7 reported years ran a deficit.

−$76k
’19
−$451k
’20
$1.6M
’21
$729k
’22
$1.2M
’23
$929k
’24
$657k
’25
3.3
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.

Board chair

Mike Thompson

Chair

As listed on its FY2025 Form 990.

2019202020212022202320242025
Listed17171616151614
Joined·+3+5+3+3+1+1
No longer listed·363403
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 4 funders to 11 funders, grant income rose $81k → $991k.

9 of 15 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 68% 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 THE HERITAGE SCHOOL 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

THE HERITAGE SCHOOL INC leans on a few funders — its largest provides 28% of grant income and the top three 80%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

70% 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 THE HERITAGE SCHOOL INC.

28%
largest funder
80%
top three
~5
effective funders

Largest funder’s share by year: 2017 73% · 2018 52% · 2019 74% · 2020 67% · 2021 90% · 2022 46% · 2023 76% — growing more concentrated.

“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.

How long its funders stay

83% of THE HERITAGE SCHOOL INC's funders are still giving 3 years after their first grant; 73% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

68% of THE HERITAGE SCHOOL INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $865k that is directly attributable, 95% of it comes from Georgia funders.

PA
NJ
OK
GA

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

’17
’18
’19
’20
’21
’22
’23
Georgia out of state home

Funder states come from each funder’s own filing. $1.9M arriving through sponsors registered in 7 states 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

THE HERITAGE SCHOOL INC runs a healthier operating margin than half of the 3,794 education nonprofits its size.

Operating margin6% · above the median
Months of reserve3.3mo · above the median
Revenue growth (annualized)4% · below the median

this organization peer median middle 50% of peers· 3,794 education nonprofits $10M–$100M, FY2025

Organizations like THE HERITAGE SCHOOL 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 Georgia

Nationally

05Profile & governance

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

Where the money goes

76% of spending goes to programs.

Program 76%Management 22%Fundraising 2%

Governance

11
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

GA

Screen this organization

A dated, signed PDF of the compliance screen for THE HERITAGE SCHOOL 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.

A paid feature, included from the $75 plan up. Sign in to download.

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 THE HERITAGE SCHOOL INC?
THE HERITAGE SCHOOL INC (Georgia) receives grants from 15 organizations whose IRS filings report $2,717,002 to it, the largest being J BULOW CAMPBELL FOUNDATION ($750,000). 11 of them have funded it in more than one year, and 68% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does THE HERITAGE SCHOOL INC have?
IRS filings report 15 organizations giving $2,717,002 in grants to THE HERITAGE SCHOOL INC, 11 of which have funded it in more than one year.
Who is the largest funder of THE HERITAGE SCHOOL INC?
J BULOW CAMPBELL FOUNDATION is the largest funder on record, with $750,000 in grants. The full list of funders is on this page.
How can an organization like THE HERITAGE SCHOOL INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Georgia. 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 School →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), and the filings of 15 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 22, 2026. What this page cannot tell you · view filing