Civic Intelligence

Enterprise U

EIN 35-2520438 • 501(c)3 • Houston, TX

Pub. 78 Eligible

Profile

The organization has applied and will reapply for a charter with the state of texas to operate a school. Heritage ed intends to provide a focused classical education to a diverse community of k-8 scholars by developing their knowledge to a state of wisdom and character to a state of virtue and by preparing the scholars to become well-educated self-governing citizens and leaders for the next generation of america.

602 Sawyer Street Ste 720Houston, TX 77007

heritageed.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

58th percentile

6.3%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

89th percentile

60%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

64%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$99,547

Up $57,884 (+139%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$99,547

Up $57,884 (+139%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin58th percentile

Revenue

Up

$342,731

Up $177,691 (+108%) from 2023

Expenses

Up

$284,847

Up $101,876 (+56%) from 2023

Net Income

Up

$57,884

Up $75,815 (+423%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2021: $37,180Liabilities 2021: $0Net Assets 2021: $37,1802021Assets 2022: $59,594Liabilities 2022: $0Net Assets 2022: $59,5942022Assets 2023: $41,663Liabilities 2023: $0Net Assets 2023: $41,6632023Assets 2024: $99,547Liabilities 2024: $0Net Assets 2024: $99,5472024

Highlighted filing

2024

Assets$99,547
Liabilities$0
Net Assets$99,547
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2017: $0Expenses 2017: $598,442Net Income 2017: -$598,4422017Revenue 2021: $215,004Expenses 2021: $188,618Net Income 2021: $26,3862021Revenue 2022: $353,504Expenses 2022: $331,090Net Income 2022: $22,4142022Revenue 2023: $165,040Expenses 2023: $182,971Net Income 2023: -$17,9312023Revenue 2024: $342,731Expenses 2024: $284,847Net Income 2024: $57,8842024

Highlighted filing

2024

Revenue$342,731
Expenses$284,847
Net Income$57,884
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,547
Liabilities
$0
Net assets
$99,547
Revenue
$342,731
Expenses
$284,847
Net income
$57,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$3.43$2.85$0.58
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.65$1.83$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$3.54$3.31$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$2.15$1.89$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$5.98$5.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 4, 2025
Return Version
2023v6.0
Gross Receipts
$342,731
Mission and Program Overview

Mission

The organization has applied and will reapply for a charter with the state of texas to operate a school. Heritage ed intends to provide a focused classical education to a diverse community of k-8 scholars by developing their knowledge to a state of wisdom and character to a state of virtue and by preparing the scholars to become well-educated self-governing citizens and leaders for the next generation of america.

The organization has been granted a state charter to establish and operate a charter school in houston, texas. Heritage ed will provide a focused classical education to a diverse community of k-8 scholars by developing their knowledge to a state of wisdom and character to a state of virtue and by preparing the scholars to become well-educated self-governing citizens and leaders for the next generation of america.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$41,663$99,547▲ $57,884
Total Assets$41,663$99,547▲ $57,884
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$41,663$99,547▲ $57,884
Total Net Assets Fund Balance$41,663$99,547▲ $57,884
Total Liabilities and Net Assets / Fund Balance$41,663$99,547▲ $57,884
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melissa MartinHead of SchoFT$131,111$131,111

Board Members and Trustees

NameTitle
Stuart D SaundersPresident/di
Arthur DonnellyDirector
Kathryn Van Der PolDirector
Richard HendeeDirector
Sharon GriffinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$342,500
Program Service Revenue
$0
Investment Income
$231
Other Revenue
$0
All Other Contributions
$322,500
Change in Net Assets
$57,884
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,736
Salaries, Compensation, and Employee Benefits$131,111
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$131,111--$131,111
Fees for Services Other$88,317--$88,317
Fees for Services Legal-$44,023-$44,023
Conferences and Meetings-$11,123-$11,123
Office Expenses-$8,225-$8,225
Fees for Services Accounting-$1,357-$1,357
Insurance-$691-$691
Total Functional Expenses$219,428$65,419$0$284,847
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization's sole member is the saunders foundation, a texas nonprofit corporation.”

Form 990, Page 6, Part VI, Line 7A

“The saunders foundation has the authority to appoint the directors of the organization.”

Form 990, Page 6, Part VI, Line 7B

“The saunders foundation must approve any changes to the bylaws of the organization.”

Form 990, Page 6, Part VI, Line 11B

“A responsible officer on the board of directors reviews the 990 before filing. A copy of form 990 will be circulated to the trustees prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization requests annual disclosures of its directors.”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Heritage Ed
EIN
35-2520438
Phone
7139149778
Address
602 SAWYER STREET STE 720, HOUSTON, TX 77007

Signing Officer

Name
Stuart D Saunders
Title
President/director
Phone
7139149778
Signed
2025-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart D Saunders
Formed
2014
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Calloway Stinson & Co Pc
Address
8554 KATY FREEWAY SUITE 110, HOUSTON, TX 77024
Preparer
Jean M Calloway
Phone
7134684133
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization has been granted a state charter to establish and operate a charter school in houston, texas. Heritage ed will provide a focused classical education to a diverse community of k-8 scholars by developing their knowledge to a state of wisdom and character to a state of virtue and by preparing the scholars to become well-educated self-governing citizens and leaders for the next generation of america.”

Form 990, Part IX, Line 11G

“Education consultants 55,625 0 0 head of school (leasing fees) 11,231 0 0 head of school (leasing pr ta 8,550 0 0 head of school training(trav) 6,746 0 0 superintendant certification 5,640 0 0 texas public charter conferen 525 0 0 total 88,317 0 0”

Form 990, Part XI, Line 9

“CONTRIBUTED CAPITAL 0”

Raw XML Appendix341 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE ORGANIZATION HAS BEEN GRANTED A STATE CHARTER TO ESTABLISH AND OPERATE A CHARTER SCHOOL IN HOUSTON, TEXAS. HERITAGE ED WILL PROVIDE A FOCUSED CLASSICAL EDUCATION TO A DIVERSE COMMUNITY OF K-8 SCHOLARS BY DEVELOPING THEIR KNOWLEDGE TO A STATE OF WISDOM AND CHARACTER TO A STATE OF VIRTUE AND BY PREPARING THE SCHOLARS TO BECOME WELL-EDUCATED SELF-GOVERNING CITIZENS AND LEADERS FOR THE NEXT GENERATION OF AMERICA.
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IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
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IRS990/EmployeeCnt00
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IRS990/ExpenseAmt0219428
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01357
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt044023
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/PersonNm1ARTHUR DONNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm2SHARON GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD HENDEE
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHRYN VAN DER POL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0HEAD OF SCHO
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT/DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt020000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0342731
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0true
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IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION HAS BEEN GRANTED A STATE CHARTER TO ESTABLISH AND OPERATE A CHARTER SCHOOL IN HOUSTON, TEXAS. HERITAGE ED WILL PROVIDE A FOCUSED CLASSICAL EDUCATION TO A DIVERSE COMMUNITY OF K-8 SCHOLARS BY DEVELOPING THEIR KNOWLEDGE TO A STATE OF WISDOM AND CHARACTER TO A STATE OF VIRTUE AND BY PREPARING THE SCHOLARS TO BECOME WELL-EDUCATED SELF-GOVERNING CITIZENS AND LEADERS FOR THE NEXT GENERATION OF AMERICA.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt041663
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08225
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IRS990/OperateHospitalInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE CHARTER HAS RECENTLY BEEN AWARDED TO THE SCHOOL AND ITS RACIALLY NONDISCRIMINATORY POLICY WILL BE PUBLISHED AND AVAILABLE TO THE GENERAL COMMUNITY DURING THE REGISTRATION PERIOD.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS BEEN GRANTED A STATE CHARTER TO ESTABLISH AND OPERATE A CHARTER SCHOOL IN HOUSTON, TEXAS. HERITAGE ED WILL PROVIDE A FOCUSED CLASSICAL EDUCATION TO A DIVERSE COMMUNITY OF K-8 SCHOLARS BY DEVELOPING THEIR KNOWLEDGE TO A STATE OF WISDOM AND CHARACTER TO A STATE OF VIRTUE AND BY PREPARING THE SCHOLARS TO BECOME WELL-EDUCATED SELF-GOVERNING CITIZENS AND LEADERS FOR THE NEXT GENERATION OF AMERICA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S SOLE MEMBER IS THE SAUNDERS FOUNDATION, A TEXAS NONPROFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SAUNDERS FOUNDATION HAS THE AUTHORITY TO APPOINT THE DIRECTORS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SAUNDERS FOUNDATION MUST APPROVE ANY CHANGES TO THE BYLAWS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A RESPONSIBLE OFFICER ON THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE FILING. A COPY OF FORM 990 WILL BE CIRCULATED TO THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION REQUESTS ANNUAL DISCLOSURES OF ITS DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EDUCATION CONSULTANTS 55,625 0 0 HEAD OF SCHOOL (LEASING FEES) 11,231 0 0 HEAD OF SCHOOL (LEASING PR TA 8,550 0 0 HEAD OF SCHOOL TRAINING(TRAV) 6,746 0 0 SUPERINTENDANT CERTIFICATION 5,640 0 0 TEXAS PUBLIC CHARTER CONFEREN 525 0 0 TOTAL 88,317 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONTRIBUTED CAPITAL 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN M CALLOWAY
ReturnHeader/ReturnTs02025-05-07T16:43:47-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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