Civic Intelligence

National Heritage Foundation Inc

EIN 58-2085326 • 501(c)3 • Ashburn, VA

Profile

National heritage foundation's main operations is to support united charitable, a donor advised fund administrator. There are active donor adivsed funds in nhf that support christian ministries, education, humanitarianism and the arts. Nhf also fulfills legacy goals for its donors.

44921 George Washington Blvd 230Ashburn, VA 20147

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

100th percentile

1753%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$0

Down $4,189,529 (-100%) from 2021

Liabilities

Down

$0

Down $317,008 (-100%) from 2021

Net Assets

Down

$0

Down $3,872,521 (-100%) from 2021

Revenue

Down

-$246,560

Down $1,482,771 (-120%) from 2021

Expenses

Up

$4,074,776

Up $2,235,549 (+122%) from 2021

Net Income

Down

-$4,321,336

Down $3,718,320 (-617%) from 2021

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2014: $45,720,907Liabilities 2014: $205,469Net Assets 2014: $45,515,4382014Assets 2015: $28,935,892Liabilities 2015: $50,216Net Assets 2015: $28,885,6762015Assets 2016: $16,036,053Liabilities 2016: $484,076Net Assets 2016: $15,551,9772016Assets 2017: $15,689,792Liabilities 2017: $459,409Net Assets 2017: $15,230,3832017Assets 2018: $7,915,583Liabilities 2018: $306,555Net Assets 2018: $7,609,0282018Assets 2019: $5,275,120Liabilities 2019: $306,554Net Assets 2019: $4,968,5662019Assets 2020: $4,627,829Liabilities 2020: $306,555Net Assets 2020: $4,321,2742020Assets 2021: $4,189,529Liabilities 2021: $317,008Net Assets 2021: $3,872,5212021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$5.0M$0-$5.0MRevenue 2014: -$1,710,682Expenses 2014: $2,552,298Net Income 2014: -$4,262,9802014Revenue 2015: $45,575Expenses 2015: $1,113,104Net Income 2015: -$1,067,5292015Revenue 2016: -$112,465Expenses 2016: $3,229,275Net Income 2016: -$3,341,7402016Revenue 2017: $270,990Expenses 2017: $1,880,183Net Income 2017: -$1,609,1932017Revenue 2018: $146,503Expenses 2018: $824,089Net Income 2018: -$677,5862018Revenue 2019: -$1,558,861Expenses 2019: $140,861Net Income 2019: -$1,699,7222019Revenue 2020: $58,656Expenses 2020: $705,948Net Income 2020: -$647,2922020Revenue 2021: $1,236,211Expenses 2021: $1,839,227Net Income 2021: -$603,0162021Revenue 2022: -$246,560Expenses 2022: $4,074,776Net Income 2022: -$4,321,3362022

Highlighted filing

2022

Revenue-$246,560
Expenses$4,074,776
Net Income-$4,321,336

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$65,271
Mission and Program Overview

Mission

NHF amended its Bylaws in 2011 to

Supports united charitable, a donor advised fund administrator.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,639,454$0▼ $3,639,454
Cash and Non-Interest-Bearing Accounts$273,988$0▼ $273,988
Land, Buildings, and Equipment, Net$230,000$0▼ $230,000
Investments in Publicly Traded Securities$32,282$0▼ $32,282
Accounts Receivable$13,805$0▼ $13,805
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,189,529$0▼ $4,189,529
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$317,008$0▼ $317,008
Total Liabilities$317,008$0▼ $317,008
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,872,521$0▼ $3,872,521
Total Net Assets Fund Balance$3,872,521$0▼ $3,872,521
Total Liabilities and Net Assets / Fund Balance$4,189,529$0▼ $4,189,529
Compensation and Service Providers

Employees

NameTitleOtherTotal
Stacy L SummittController$139,561$139,561

Board Members and Trustees

NameTitle
Julia HealeyFinance Director
Janet BuchananCEO
Keith HooperSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,573
Program Service Revenue
$17,344
Investment Income
$-284,892
Other Revenue
$2,415
All Other Contributions
$18,573
Change in Net Assets
$-4,321,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,038,846
Other Expenses$35,930
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,038,846--$4,038,846
Fees for Services Legal-$31,087-$31,087
Fees for Services Accounting-$3,975-$3,975
Office Expenses-$692-$692
Other Expenses$176--$176
Total Functional Expenses$4,039,022$35,754$0$4,074,776
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United CharitableAshburn, VA501(c)(3)Program Support$6,755
Town of Charlton MassachusetsWodbum, VA-Program Support$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the ceo prior to filing.

Form 990, Part VI, Section B, Line 12C

Review of relationships is performed on a regular basis.

Form 990, Part VI, Section B, Line 15

Review and determination of all salaries by the independent compensation committee of the board of directors using a corporate salary survey as a guide.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
National Heritage Foundation Inc
EIN
58-2085326
Phone
5716203000
Address
44921 GEORGE WASHINGTON BLVD 230, ASHBURN, VA 20147

Signing Officer

Name
Janet Buchanan
Title
President
Phone
5716203000
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Buchanan
Formed
1994
Legal Domicile
Va
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
5

Preparer

Firm
Pbmares Llp
Address
558 SOUTH MAIN STREET, HARRISONBURG, VA 22801
Preparer
Edward T Yoder CPA
Phone
5404345975
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt03500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0189441
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026881
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JULIA HEALEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FINANCE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0219822
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0LLC OWNERSHIP INTERESTS AND OTHER REMAINING FUNDS.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0UNITED CHARITABLE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-12-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0204286082
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt03843846
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt044921 GEORGE WASHINGTON BLVD STE 2
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0ASHBURN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0VA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd020147
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: JULIA HEALEY
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: NATIONAL HERITAGE FOUNDATION (NHF) IS A SUPPORTING ORGANIZATION OF UNITED CHARITABLE, THE SUCCESSOR ORGANIZATION. JULIA HEALEY IS THE CEO OF UNITED CHARITABLE AND IS LISTED AS AN OFFICER OF NHF SINCE THEY ARE RELATED ORGANIZATIONS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE CEO PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF RELATIONSHIPS IS PERFORMED ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW AND DETERMINATION OF ALL SALARIES BY THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS USING A CORPORATE SALARY SURVEY AS A GUIDE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0204286082
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt044921 GEORGE WASHINGTON BLVD STE 23
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ASHBURN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020147
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03843846
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITED CHARITABLE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt04189529
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt04189529
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt018573
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035754
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04039022
IRS990/TotalFunctionalExpensesGrp/TotalAmt04074776
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0317008
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0317008
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03872521
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt046287
IRS990/TotalProgramServiceExpensesAmt04039022

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