Civic Intelligence

Heritage Academy Foundation Inc

EIN 73-1368665 • 501(c)3 • Tulsa, OK

Profile

Heritage Academy Foundation Inc funds a significant portion of the operating budget of the Mizel Jewish Day School.

2021 E 71st StreetTulsa, OK 74135
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-44%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

25%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,647,406

Up $157,657 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,647,406

Up $157,657 (+6.3%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin8th percentile

Revenue

Up

$79,052

Up $16,011 (+25%) from 2023

Expenses

Down

$113,602

Down $32,544 (-22%) from 2023

Net Income

Up

-$34,550

Up $48,555 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,253,848Liabilities 2011: $0Net Assets 2011: $1,253,8482011Assets 2012: $1,426,944Liabilities 2012: $0Net Assets 2012: $1,426,9442012Assets 2013: $1,605,221Liabilities 2013: $0Net Assets 2013: $1,605,2212013Assets 2014: $1,761,858Liabilities 2014: $0Net Assets 2014: $1,761,8582014Assets 2015: $1,847,718Liabilities 2015: $0Net Assets 2015: $1,847,7182015Assets 2016: $1,998,672Liabilities 2016: $0Net Assets 2016: $1,998,6722016Assets 2017: $2,014,900Liabilities 2017: $0Net Assets 2017: $2,014,9002017Assets 2018: $2,185,541Liabilities 2018: $0Net Assets 2018: $2,185,5412018Assets 2019: $2,412,496Liabilities 2019: $0Net Assets 2019: $2,412,4962019Assets 2020: $2,562,954Liabilities 2020: $0Net Assets 2020: $2,562,9542020Assets 2021: $2,881,718Liabilities 2021: $0Net Assets 2021: $2,881,7182021Assets 2022: $2,267,234Liabilities 2022: $0Net Assets 2022: $2,267,2342022Assets 2023: $2,489,749Liabilities 2023: $0Net Assets 2023: $2,489,7492023Assets 2024: $2,647,406Liabilities 2024: $0Net Assets 2024: $2,647,4062024

Highlighted filing

2024

Assets$2,647,406
Liabilities$0
Net Assets$2,647,406
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$400K$200K$0-$200KRevenue 2011: $145,938Expenses 2011: $10,159Net Income 2011: $135,7792011Revenue 2012: $187,742Expenses 2012: $14,646Net Income 2012: $173,0962012Revenue 2013: $218,578Expenses 2013: $40,301Net Income 2013: $178,2772013Revenue 2014: $259,782Expenses 2014: $103,145Net Income 2014: $156,6372014Revenue 2015: $178,914Expenses 2015: $93,053Net Income 2015: $85,8612015Revenue 2016: $229,827Expenses 2016: $79,073Net Income 2016: $150,7542016Revenue 2017: $104,297Expenses 2017: $87,869Net Income 2017: $16,4282017Revenue 2018: $109,793Expenses 2018: $92,629Net Income 2018: $17,1642018Revenue 2019: $95,257Expenses 2019: $0Net Income 2019: $95,2572019Revenue 2020: $40,489Expenses 2020: $143,323Net Income 2020: -$102,8342020Revenue 2021: $332,823Expenses 2021: $14,059Net Income 2021: $318,7642021Revenue 2022: $61,977Expenses 2022: $173,033Net Income 2022: -$111,0562022Revenue 2023: $63,041Expenses 2023: $146,146Net Income 2023: -$83,1052023Revenue 2024: $79,052Expenses 2024: $113,602Net Income 2024: -$34,5502024

Highlighted filing

2024

Revenue$79,052
Expenses$113,602
Net Income-$34,550
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,647,406
Liabilities
$0
Net assets
$2,647,406
Revenue
$79,052
Expenses
$113,602
Net income
-$34,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.08$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.06$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.06$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.33$0.01$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.04$0.14$0.10
2019Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$0.10$0.00$0.10
2018Summary only. Only limited summary data is available for this year.$2.19$0.00$2.19$0.11$0.09$0.02
2017Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.10$0.09$0.02
2016Summary only. Only limited summary data is available for this year.$2.00$0.00$2.00$0.23$0.08$0.15
2015Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.18$0.09$0.09
2014Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$0.26$0.10$0.16
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$0.22$0.04$0.18
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.19$0.01$0.17
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.15$0.01$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 2, 2025
Return Version
2024v5.0
Gross Receipts
$79,052
Mission and Program Overview

Mission

Heritage Academy Foundation Inc funds a significant portion of the operating budget of the Mizel Jewish Day School.

Heritage Academy Foundation Inc funds a significant portion of the operating budget of the Mizel Jewish Day School

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,489,749$2,647,406▲ $157,657
Cash and Non-Interest-Bearing Accounts$0--
Savings and Temporary Cash Investments$0--
Accounts Receivable$0--
Other Notes and Loans Receivable, Net$0--
Pledges and Grants Receivable$0--
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Other Securities$0--
Investments Program Related$0--
Intangible Assets$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0--
Total Assets$2,489,749$2,647,406▲ $157,657
Other Assets Total$0--
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,489,749$2,647,406▲ $157,657
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,489,749$2,647,406▲ $157,657
Total Liabilities and Net Assets / Fund Balance$2,489,749$2,647,406▲ $157,657
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Richard BorgPresident
Janis FinerNone
Michael BaschNone
Rachel BudavichNone
Randee CharneyNone
Sarah DowningNone
Shelby BrewsterNone
Stan KesslerNone
Mathew ZalkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$79,052
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-34,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,969
Other Expenses$12,633
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,969--$100,969
Fees for Service Investment Mgmnt Fees$12,633--$12,633
Total Functional Expenses$113,602$0$0$113,602
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Backup withholding compliance
No
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
No
Management duties delegated
No

Governance Explanations

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

“Copies of irs form 990/all related schedules and monthly financial statements (income statement, balance sheets) are provided to board members and the director of the school for their review, prior to filing of the annual tax return”

Form 990, Part VI, Section C, Line 18

“Available in school office upon request, as well as published on a number of websites for nonprofit financials including propublica.org”

Form 990, Part VI, Section C, Line 19

“Available in school office upon request, as well as published on a number of websites for nonprofit financials including propublica.org”

Filing and Contact Details

Filer

Filer Name
Heritage Academy Foundation Inc
EIN
73-1368665
Phone
9184940953
Address
2021 E 71st Street, Tulsa, OK 74135

Signing Officer

Name
Mathew Zalk
Title
Treasurer
Phone
9183089082
Signed
2025-03-02

Organization Details

Principal Officer
Mathew Zalk
Formed
1990
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Heritage Academy Foundation Inc. is organized and operated exclusively to support Heritage Academy, a publicly supported educational organization described in section 509(a)(1). Heritage Academy is designated by name in the Foundation's governing documents. Heritage Academy appoints a majority of the Foundation's board members and oversees its grantmaking and activities. The Foundation operates under a written agreement with Heritage Academy to provide financial support aligned with its educational mission, ensuring compliance with the requirements for Type I supporting organizations under IRC Section 509(a)(3).
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