Civic Intelligence

Heritage Polonia Foundation Inc.

EIN 92-1507313 • 501(c)3 • Washington, DC

Pub. 78 Eligible990-N CoverageNTEE Q20

Profile

The heritage polonia program is designed to achieve several key accomplishments that align with the foundation's mission of fostering greater understanding and collaboration between the citizens of poland and the united states.

4400 Q St NWWashington, DC 20007

www.heritagepolonia.com

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.01x

Higher debt load relative to assets than 72% of similar nonprofits.

NTEE Q • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.00x

Higher debt load relative to revenue than 70% of similar nonprofits.

NTEE Q • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-2.0%

Higher net margin than 38% of similar nonprofits.

NTEE Q • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$112,172

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

NTEE Q • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-5.6%

Faster asset growth than 45% of similar nonprofits.

NTEE Q • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

113%

Faster revenue growth than 91% of similar nonprofits.

NTEE Q • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$101,617

Down $6,022 (-5.6%) from 2023

Liabilities

Up

$820

Up $820 from 2023

Net Assets

Down

$100,797

Down $6,842 (-6.4%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin38th percentile

Revenue

Up

$335,063

Up $177,545 (+113%) from 2023

Expenses

Up

$341,905

Up $292,026 (+585%) from 2023

Net Income

Down

-$6,842

Down $114,481 (-106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$150K$100K$50K$0Assets 2023: $107,639Liabilities 2023: $0Net Assets 2023: $107,6392023Assets 2024: $101,617Liabilities 2024: $820Net Assets 2024: $100,7972024

Highlighted filing

2024

Assets$101,617
Liabilities$820
Net Assets$100,797
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2023: $157,518Expenses 2023: $49,879Net Income 2023: $107,6392023Revenue 2024: $335,063Expenses 2024: $341,905Net Income 2024: -$6,8422024

Highlighted filing

2024

Revenue$335,063
Expenses$341,905
Net Income-$6,842
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$101,617
Liabilities
$820
Net assets
$100,797
Revenue
$335,063
Expenses
$341,905
Net income
-$6,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$3.35$3.42$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.58$0.50$1.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$335,063
Mission and Program Overview

Mission

The heritage polonia program is designed to achieve several key accomplishments that align with the foundation's mission of fostering greater understanding and collaboration between the citizens of poland and the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,639$101,617▼ $6,022
Rtn Earn Endowment Incm Other Fnds$107,639$100,797▼ $6,842
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$107,639$101,617▼ $6,022
Liabilities
Accounts Payable and Accrued Expenses$0$820▲ $820
Total Liabilities$0$820▲ $820
Net Assets / Fund Balance
Total Net Assets Fund Balance$107,639$100,797▼ $6,842
Total Liabilities and Net Assets / Fund Balance$107,639$101,617▼ $6,022
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Piotr TrabinskiPresidentFT$112,172$112,172

Board Members and Trustees

NameTitle
Beata PaszycCEO
Chris JamrozOfficer
Konrad SalaberOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$335,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$63
All Other Contributions
$335,000
Change in Net Assets
$-6,842
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,464
Salaries, Compensation, and Employee Benefits$121,441
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$100,955$11,217-$112,172
Travel$97,929--$97,929
Advertising$23,574--$23,574
Insurance-$10,452-$10,452
Payroll Taxes-$9,269-$9,269
All Other Expenses$3,963$2,094-$6,057
Other Expenses$4,095--$4,095
Conferences and Meetings$3,489--$3,489
Fees for Services Accounting-$2,900-$2,900
Fees for Services Other$2,346--$2,346
Information Technology-$1,962-$1,962
Office Expenses-$560-$560
Total Functional Expenses$303,451$38,454$0$341,905
International Activity

International Summary

Offices
0
Employees
0
Spending
$154,321

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Exchange ProgramSERVICE PURCHASES: HOTELS, TRANSPORTATION, TOUR GUIDES, ENTRY TICKETS, MEALS)00$154,321
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
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

“A copy of the form 990 is provided to each board member for review before filing.”

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

“If a conflict is identified, the board evaluates the situation and determines the appropriate course of actionsuch as recusal from related decisions, divestment, or other mitigating steps. When a conflict arises during board or committee meetings, the conflicted individual must recuse themselves from the discussion and vote. The recusal and nature of the conflict are documented in the meeting minutes to ensure transparency.”

Form 990, Part VI, Section B, Line 15B

“Currently there is only one employee of the foundation, namely the president. His/her compensation is determined through a structured process to ensure reasonableness. This process includes: use of comparable data: the board (board member who is designated to be a president does not participate in the decision making process) obtains and reviews compensation data from similarly sized and organizations, using sources such as compensation surveys, glassdoor, and third-party studies. Review and approval: compensation is reviewed and approved by the board members who have no conflict of interest with the individual under review. Contemporaneous documentation: the basis for the compensation decisionincluding the data reviewed, the decision-making process, and the final approvalis documented in board meeting minutes to establish a rebuttable presumption of reasonableness. Annual review: currently there is no review process for compensation in place.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Heritage Polonia Foundation
EIN
92-1507313
Phone
7039733589
Address
4400 Q ST NW, WASHINGTON, DC 20007

Signing Officer

Name
Beata Paszyc
Title
CEO
Phone
7039733589
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beata Paszyc
Formed
2022
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
2
Employees
1
Volunteers
3

Preparer

Firm
Rehmann Robson LLC
Address
PO BOX 2025, SAGINAW, MI 48605-2025
Preparer
Jeffrey E Hert CPA
Phone
9897999580
Raw XML Appendix358 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/Desc0THE 2024 HERITAGE POLONIA PROGRAM BROUGHT 26 YOUNG POLISH-AMERICAN LEADERS TO POLAND, IMMERSING THEM IN ITS RICH CULTURE, HISTORY, AND MODERN SOCIETY. PARTICIPANTS ATTENDED WORKSHOPS, VISITED KEY LANDMARKS, AND CONNECTED WITH INDUSTRY PROFESSIONALS. THE PROGRAM STRENGTHENED LEADERSHIP SKILLS AND DEEPENED THEIR CONNECTION TO POLAND, PREPARING THEM TO BECOME INFLUENTIAL GLOBAL CITIZENS. KEY EVENTS:WORKSHOP WITH RENOWNED EXPLORER MAREK KAMISKI: A LEADERSHIP SESSION INSPIRING PARTICIPANTS THROUGH PERSONAL GROWTH AND EXPLORATION.GENEALOGICAL WORKSHOP: LED BY ""YOUR ROOTS IN POLAND ASSOCIATION,"" TEACHING PARTICIPANTS TO UNCOVER THEIR FAMILY HISTORY.VISIT TO THE MEMORIAL AUSCHWITZ-BIRKENAU: A PROFOUND VISIT TO THE HISTORICAL SITE, OFFERING DEEP REFLECTIONS ON HISTORY AND MEMORY.MEETING WITH U.S. AMBASSADOR MARK BRZEZINSKI: A DISCUSSION ON STRENGTHENING U.S.-POLAND RELATIONS.CULTURAL EXPLORATION IN KRAKW AND ZAKOPANE: IMMERSIVE EXPERIENCES IN THESE ICONIC POLISH REGIONS, BLENDING HISTORY, CULTURE, AND NATURAL BEAUTY. THE HERITAGE POLONIA PROGRAM ENHANCED PARTICIPANTS' UNDERSTANDING OF POLISH CULTURE AND LEADERSHIP SKILLS, FOSTERING DEEPENED U.S.-POLAND TIES. THEIR TRANSFORMATIVE EXPERIENCES REFLECT THE PROGRAM'S ABILITY TO SHAPE GLOBALLY-MINDED LEADERS. THE 100 NPS SCORE AND KEY METRICS DEMONSTRATE THE HERITAGE POLONIA PROGRAM'S SUCCESS IN BUILDING MEANINGFUL CONNECTIONS BETWEEN HIGH-ACHIEVING INDIVIDUALS AND POLAND. THIS PROVEN INITIATIVE OFFERS INVESTORS A UNIQUE OPPORTUNITY TO SUPPORT FUTURE LEADERS AND STRENGTHEN U.S.- POLAND RELATIONS.
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IF A CONFLICT IS IDENTIFIED, THE BOARD EVALUATES THE SITUATION AND DETERMINES THE APPROPRIATE COURSE OF ACTIONSUCH AS RECUSAL FROM RELATED DECISIONS, DIVESTMENT, OR OTHER MITIGATING STEPS. WHEN A CONFLICT ARISES DURING BOARD OR COMMITTEE MEETINGS, THE CONFLICTED INDIVIDUAL MUST RECUSE THEMSELVES FROM THE DISCUSSION AND VOTE. THE RECUSAL AND NATURE OF THE CONFLICT ARE DOCUMENTED IN THE MEETING MINUTES TO ENSURE TRANSPARENCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CURRENTLY THERE IS ONLY ONE EMPLOYEE OF THE FOUNDATION, NAMELY THE PRESIDENT. HIS/HER COMPENSATION IS DETERMINED THROUGH A STRUCTURED PROCESS TO ENSURE REASONABLENESS. THIS PROCESS INCLUDES: USE OF COMPARABLE DATA: THE BOARD (BOARD MEMBER WHO IS DESIGNATED TO BE A PRESIDENT DOES NOT PARTICIPATE IN THE DECISION MAKING PROCESS) OBTAINS AND REVIEWS COMPENSATION DATA FROM SIMILARLY SIZED AND ORGANIZATIONS, USING SOURCES SUCH AS COMPENSATION SURVEYS, GLASSDOOR, AND THIRD-PARTY STUDIES. REVIEW AND APPROVAL: COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST WITH THE INDIVIDUAL UNDER REVIEW. CONTEMPORANEOUS DOCUMENTATION: THE BASIS FOR THE COMPENSATION DECISIONINCLUDING THE DATA REVIEWED, THE DECISION-MAKING PROCESS, AND THE FINAL APPROVALIS DOCUMENTED IN BOARD MEETING MINUTES TO ESTABLISH A REBUTTABLE PRESUMPTION OF REASONABLENESS. ANNUAL REVIEW: CURRENTLY THERE IS NO REVIEW PROCESS FOR COMPENSATION IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE 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 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0HERITAGE POLONIA FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0HERITAGE POLONIA LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0991315809
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt05099
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0FOSTERING RELATIONSHIPS BETWEEN THE CITIZENS OF POLAND AND THE US.
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0174795
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt04400 Q ST NW
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd020007
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/StatesWhereCopyOfReturnIsFldCd1DE
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0107639
IRS990/TotalAssetsEOYAmt0101617
IRS990/TotalAssetsGrp/BOYAmt0107639
IRS990/TotalAssetsGrp/EOYAmt0101617
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0335000
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038454
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0303451
IRS990/TotalFunctionalExpensesGrp/TotalAmt0341905
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0820
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0820
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107639
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0100797
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0303451
IRS990/TotalReportableCompFromOrgAmt0112172
IRS990/TotalRevenueGrp/ExclusionAmt063
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0335063
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0107639
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0101617
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt097929
IRS990/TravelGrp/TotalAmt097929
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04400 Q ST NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020007
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.HERITAGEPOLONIA.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BEATA PASZYC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07039733589
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE POLONIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0921507313
ReturnHeader/Filer/PhoneNum07039733589
ReturnHeader/Filer/USAddress/AddressLine1Txt04400 Q ST NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383567911
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2025
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAGINAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0486052025
ReturnHeader/PreparerPersonGrp/PhoneNum09897999580
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E HERT CPA
ReturnHeader/ReturnTs02025-05-12T07:15:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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