Nonprofit · EIN 30-0176736
HERITAGE K-8 CHARTER
Tax-exempt · SAN DIEGO, CA 92111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,503,024 | $15,629,715 | $1,873,309 | $32,717,426 | $22,064,034 | $10,653,392 |
| June 30, 2024 | 990 | $16,949,334 | $16,462,751 | $486,583 | $30,940,792 | $22,293,155 | $8,647,637 |
| June 30, 2023 | 990 | $17,146,469 | $14,002,529 | $3,143,940 | $32,352,754 | $23,888,039 | $8,464,715 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $17,173,632
- of which government grants
- $17,173,632
- Program service revenue
- $52
- Investment income
- $329,340
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $525,734
- Other salaries and wages
- $7,484,164
- Salaries, compensation and benefits (total)
- $10,881,946
- Professional fundraising fees
- $0
- Occupancy
- $929,053
- Travel
- $46,048
- Depreciation
- $165,688
- Program services (functional)
- $8,835,332
- Management and general (functional)
- $6,794,383
Balance sheet and other
- Total assets, start of year
- $30,940,792
- Total assets, end of year
- $32,717,426
- Total liabilities, end of year
- $22,064,034
- Net assets, end of year
- $10,653,392
- Land, buildings and equipment
- $1,613,352
- Net assets without donor restrictions
- $8,484,032
- Net assets with donor restrictions
- $2,169,360
- Gross receipts
- $17,503,024
- Employees
- 185
- Volunteers
- 35
- Year formed
- 2006
- State of legal domicile
- CA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHAWN RONER | Executive Dir. Officer | 2 | $0 | $243,343 | $59,859 |
| JONATHAN TAKAGI | BUSINESS MGR Officer | 2 | $0 | $173,053 | $49,479 |
| SANDRA KNAPP | PRINCIPAL | 40 | $147,162 | $0 | $42,520 |
| MARC GILBERTSON | PRINCIPAL | 40 | $161,235 | $0 | $27,732 |
| JASON GAYLORD | PRINCIPAL | 40 | $131,867 | $0 | $32,285 |
| DARYLL JOHNSON | DATA COORDINATOR | 40 | $105,895 | $0 | $18,478 |
| DENISE LASLEY | TEACHER | 40 | $98,434 | $0 | $15,825 |
| BRIAN WILLIAMS | President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MATT POUND | Vice President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STEVE TUGWELL | CFO Trustee or director, Officer | 2 | $0 | $0 | $0 |
| AUDRA CATLETT | CLERK Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BARRY COLEY | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| FADIA KNIGHT | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JOHN CLASS | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHAWN RONER | Executive Dir. Officer | 2 | $0 | $223,345 | $58,837 |
| JONATHAN TAKAGI | BUSINESS MGR Officer | 2 | $0 | $166,477 | $47,914 |
| SANDRA KNAPP | PRINCIPAL | 40 | $139,694 | $0 | $42,957 |
| MARC GILBERTSON | PRINCIPAL | 40 | $146,999 | $0 | $31,903 |
| JASON GAYLORD | PRINCIPAL | 40 | $122,291 | $0 | $39,016 |
| DARYLL JOHNSON | DATA COORDINATOR | 40 | $99,887 | $0 | $23,454 |
| WHITNEY WOODWARD | COUNSELOR | 40 | $100,015 | $0 | $19,434 |
| BRIAN WILLIAMS | President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MATT POUND | Vice President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STEVE TUGWELL | CFO Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STEPHEN GREINER | CLERK Trustee or director, Officer | 2 | $0 | $0 | $0 |
| COURTNEY HARRISON | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| FADIA KNIGHT | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DENISE LASLEY | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHAWN RONER | Executive Dir. Officer | 2 | $0 | $207,633 | $51,915 |
| MARC GILBERTSON | PRINCIPAL | 40 | $149,097 | $0 | $38,151 |
| JONATHAN TAKAGI | BUSINESS MGR Officer | 2 | $0 | $137,676 | $43,903 |
| SANDRA KNAPP | PRINCIPAL | 40 | $140,919 | $0 | $39,385 |
| SHEILA RANDLE | BUSINESS MANAGER | 2 | $114,449 | $0 | $34,339 |
| JASON GAYLORD | PRINCIPAL | 40 | $114,750 | $0 | $33,376 |
| BRIAN WILLIAMS | President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MATT POUND | Vice President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STEVE TUGWELL | CFO Trustee or director, Officer | 2 | $0 | $0 | $0 |
| STEPHEN GREINER | CLERK Trustee or director, Officer | 2 | $0 | $0 | $0 |
| COURTNEY HARRISON | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| FADIA KNIGHT | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DENISE LASLEY | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6401 LINDA VISTA RD RM 607, SAN DIEGO, CA 92111-7319
- In care of
- % SAN DIEGO CNTY OFFICE OF EDU
- Principal officer (990 for 2024)
- JONATHAN TAKAGI, 1868 E VALLEY PARKWAY, ESCONDIDO, CA 92027
- Signed the 990
- JONATHAN TAKAGI, BUSINESS MGR
- Phone
- (760) 737-3111
- Return prepared by
- NIGRO & NIGRO PC
California records
California keeps its own records of charities and corporations. Search them by EIN 30-0176736 or by the name HERITAGE K-8 CHARTER.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PUBLIC SCHOOL EDUCATION K-8 ELEMENTARY SCHOOL
Program accomplishments
- A CALIFORNIA PUBLIC CHARTER SCHOOL FOR GRADES KINDERGARTEN THROUGH EIGHTH.Expenses $8,835,332
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0176736
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $32,717,426
- Income (IRS master file)
- $17,503,024
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,503,024 | $15,629,715 | $32,717,426 | IRS |
| 990 | June 2024 | $16,949,334 | $16,462,751 | $30,940,792 | IRS |
| 990 | June 2023 | $17,146,469 | $14,002,529 | $32,352,754 | XML |
| 990 | June 2022 | $13,882,654 | $15,239,402 | $6,469,529 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 30-0176736).
Questions about HERITAGE K-8 CHARTER
- What is the EIN of HERITAGE K-8 CHARTER?
- The employer identification number (EIN) of HERITAGE K-8 CHARTER is 30-0176736.
- Is HERITAGE K-8 CHARTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HERITAGE K-8 CHARTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE K-8 CHARTER 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 K-8 CHARTER due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE K-8 CHARTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HERITAGE K-8 CHARTER?
- The 990 for the year ended June 30, 2025 names JONATHAN TAKAGI.
- Who are the officers and directors of HERITAGE K-8 CHARTER?
- The 990 for the year ended June 30, 2025 lists 14 people; 5 received compensation from the organization.
- How much revenue does HERITAGE K-8 CHARTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,503,024, expenses of $15,629,715 and total assets of $32,717,426 at year end.
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