Nonprofit · EIN 27-0857636
HERITAGE INSTRUCTIONAL SERVICES INC
Tax-exempt · CATONSVILLE, MD 21228
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $288,183 | $248,789 | $39,394 | $0 | $0 | $0 |
| July 31, 2024 | 990 | $250,699 | $265,974 | -$15,275 | $0 | $0 | $0 |
| July 31, 2023 | 990 | $253,571 | $234,417 | $19,154 | $0 | $0 | $0 |
| July 31, 2022 | 990-EZ | $163,205 | $139,057 | $24,148 | $57,290 | – | $57,290 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $288,183
- Membership dues
- $270,618
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $171,304
- Salaries, compensation and benefits (total)
- $171,304
- Professional fundraising fees
- $0
- Accounting fees
- $900
- Occupancy
- $31,978
- Travel
- $539
- Program services (functional)
- $248,789
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross receipts
- $288,183
- Employees
- 33
- Volunteers
- 30
- Year formed
- 2009
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cara Wilcox | Program Admin Key employee | 16 | $27,736 |
| Debbie Crone | Board Member Key employee | 7 | $7,610 |
| Katharyn Valentine | Secretary Key employee | 4 | $6,981 |
| Marquita Wortham | Board Member Key employee | 3 | $3,526 |
990 for the year ended July 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cara Wilcox | Program Admin Key employee | 16 | $30,640 |
| Debbie Crone | Board Member Key employee | 7 | $14,106 |
| Katharyn Valentine | Secretary Key employee | 4 | $8,777 |
| Marquita Wortham | Board Member Key employee | 3 | $3,748 |
990 for the year ended July 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cara Wilcox | Program Admin Key employee | 20 | $27,990 |
| Katheryn Valentine | Secretary Key employee | 10 | $11,800 |
| Joanne DiMaggio | Board Member Key employee | 2 | $6,094 |
990-EZ for the year ended July 31, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cara Wilcox | Program Admin | 20 | $21,238 |
| Katharyn Valentina | Secretary | 10 | $10,275 |
| Joanne DiMaggio | Board Member | 2 | $2,637 |
| Cynthia Homans | Manager | 20 | $800 |
| Dennis DiMaggio | President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 21141, CATONSVILLE, MD 21228-0641
- In care of
- % RACHAEL A WORTHAM
- Principal officer (990 for 2024)
- Cara Wilcox, 200 Ingleside Ave, Catonsville, MD 21228
- Signed the 990
- Cara Wilcox, Program Admin
- Phone
- (410) 381-8121
- Return prepared by
- CHESAPEAKE TAX & FINANCIAL SERVICES INC
Mission
Core subject classes for homeschooled students
Program accomplishments
- 0Expenses $248,789
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 27-0857636
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B80)
- Income (IRS master file)
- $288,183
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $288,183 | $248,789 | $0 | XML |
| 990 | July 2024 | $250,699 | $265,974 | $0 | XML |
| 990 | July 2023 | $253,571 | $234,417 | $0 | XML |
| 990-EZ | July 2022 | $163,205 | $139,057 | $57,290 | XML |
| 990-EZ | July 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0857636).
Questions about HERITAGE INSTRUCTIONAL SERVICES INC
- What is the EIN of HERITAGE INSTRUCTIONAL SERVICES INC?
- The employer identification number (EIN) of HERITAGE INSTRUCTIONAL SERVICES INC is 27-0857636.
- Is HERITAGE INSTRUCTIONAL SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to HERITAGE INSTRUCTIONAL SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE INSTRUCTIONAL SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE INSTRUCTIONAL SERVICES INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE INSTRUCTIONAL SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of HERITAGE INSTRUCTIONAL SERVICES INC?
- The 990 for the year ended July 31, 2025 names Cara Wilcox.
- Who are the officers and directors of HERITAGE INSTRUCTIONAL SERVICES INC?
- The 990 for the year ended July 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $27,736 (Cara Wilcox, Program Admin).
- How much revenue does HERITAGE INSTRUCTIONAL SERVICES INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $288,183, expenses of $248,789 and total assets of $0 at year end.
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