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Nonprofit · EIN 37-1523448

OHANA HERITAGE FOUNDATION INC

Tax-exempt · SOUTH BEND, IN 46628

Financials

$2.5M$1.8M2023$2.4M$2M2024
Revenue Expenses · by fiscal year end
Financials of OHANA HERITAGE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,378,917$2,045,246$333,671$5,119,155$80,863$5,038,292
December 31, 2023990$2,456,039$1,762,000$694,039$4,733,253$31,507$4,701,746
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,087,842
of which government grants
$557,596
Program service revenue
$244,473
Investment income
$123,085
Net gain from sales of assets
-$138
Net income from fundraising events
-$76,483
Other revenue
-$76,483

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$245,439
Other salaries and wages
$1,232,789
Salaries, compensation and benefits (total)
$1,665,141
Professional fundraising fees
$0
Accounting fees
$18,252
Occupancy
$35,863
Travel
$317
Depreciation
$78,035
Program services (functional)
$1,273,979
Management and general (functional)
$500,556
Fundraising (functional)
$270,711

Balance sheet and other

Total assets, start of year
$4,733,253
Total assets, end of year
$5,119,155
Total liabilities, end of year
$80,863
Net assets, end of year
$5,038,292
Land, buildings and equipment
$1,809,209
Publicly traded securities
$25
Net assets without donor restrictions
$4,003,536
Net assets with donor restrictions
$1,034,756
Gross receipts
$2,564,627
Employees
107
Volunteers
463
Year formed
2003
State of legal domicile
IN

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TIEAL BISHOPCEO
Officer
40$150,896
MARK WALTZEXECUTIVE DIRECTOR
Officer
40$69,308
TONY BOMBACINOBOARD MEMBER
Trustee or director
2$0
LISA HAINESBOARD MEMBER
Trustee or director
2$0
NEAL PATELBOARD MEMBER
Trustee or director
2$0
KURT STIVERBOARD MEMBER
Trustee or director
2$0
MYRA SWINTZBOARD MEMBER
Trustee or director
2$0
JIM MARTINDALETREASURER
Trustee or director, Officer
2$0
KARLY WALZTREASURER
Trustee or director, Officer
2$0
BILL COUGHLINVICE PRESIDENT
Trustee or director, Officer
2$0
KAVITA VENKATESHVICE PRESIDENT/ SECRETARY
Trustee or director, Officer
2$0
LENORE TRACEYPRESIDENT
Trustee or director, Officer
2$0
JENNIFER MARTELLPRESIDENT
Trustee or director, Officer
2$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
TIEAL BISHOPCEO
Officer
40$136,654
MICHAELEEN CONLEEADMINISTRATOR
Highest-paid employee
40$127,098
JENNIFER MARTELLBOARD MEMBER
Trustee or director
0.5$0
TONY BOMBACINOBOARD MEMBER
Trustee or director
0.5$0
KAVITA VENKATESHBOARD MEMBER
Trustee or director
0.5$0
KARLEY WALZBOARD MEMBER
Trustee or director
0.5$0
MYRA SWINTZBOARD MEMBER
Trustee or director
0.5$0
LISA HAINESBOARD MEMBER
Trustee or director
0.5$0
BARB WHITEBOARD MEMBER
Trustee or director
0.5$0
PAUL CAFIEROBOARD MEMBER
Trustee or director
0.5$0
MATT LYNNBOARD MEMBER
Trustee or director
0.5$0
SHERRY ROUSSARIEBOARD MEMBER
Trustee or director
0.5$0
JIM MARTINDALETREASURER
Trustee or director, Officer
0.75$0
BILL COUGHLINVICE PRESIDENT
Trustee or director, Officer
0.75$0
LENORE TRACYPRESIDENT
Trustee or director, Officer
0.75$0

Address and contacts

Address (IRS master file)
53131 QUINCE RD, SOUTH BEND, IN 46628-9691
Principal officer (990 for 2024)
TIEAL BISHOP, 53131 QUINCE ROAD, SOUTH BEND, IN 46628
Signed the 990
TIEAL BISHOP, CEO
Phone
(574) 235-8899
Return prepared by
KRUGGEL LAWTON & COMPANY LLC

Mission

IN A SAFE AND NURTURING ENVIRONMENT, A ROSIE PLACE FOR CHILDREN PROVIDES A HAVEN FOR MEDICALLY FRAGILE CHILDREN WHILE GIVING FAMILY MEMBERS PERIODS OF RELIEF FROM THE DEMANDS OF PROVIDING TWENTY-FOUR HOUR CARE.

990 for the year ended December 31, 2024

Program accomplishments

  • A ROSIE PLACE PROVIDES SHORT TERM, OUT OF HOME RESPITE FOR FAMILIES CARING FOR CHILDREN WHO ARE MEDICALLY FRAGILE. THE CHILDREN, AGED FROM BIRTH TO 21 YEARS OF AGE, ARE CARED FOR BY A CLINICAL TEAM OF NURSES AND SUPPORT STAFF. THE CHILDREN STAY AT A ROSIE PLACE ANYWHERE FROM 1-10 DAYS. THIS SERVICE IS AT NO OUT OF POCKET COST TO THE FAMILY BUT WITH SOME REIMBURSEMENT THROUGH GOVERNMENT FUNDING.
    Expenses $1,267,978 · revenue $244,473
  • H.A.V.E.N. FAMILY EVENTS, FAMILY EDUCATION AND TRAINING, COMMUNITY REFERRALS, SOCIAL WORK, AND OUTREACH.
    Expenses $6,001

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
37-1523448
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E86)
Assets (IRS master file)
$5,119,155
Income (IRS master file)
$2,564,627

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,378,917$2,045,246$5,119,155XML
990December 2023$2,456,039$1,762,000$4,733,253XML
990December 2022$1,600,594$1,275,440$4,043,005IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 37-1523448).

Questions about OHANA HERITAGE FOUNDATION INC

What is the EIN of OHANA HERITAGE FOUNDATION INC?
The employer identification number (EIN) of OHANA HERITAGE FOUNDATION INC is 37-1523448.
Is OHANA HERITAGE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to OHANA HERITAGE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OHANA HERITAGE FOUNDATION 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 OHANA HERITAGE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OHANA HERITAGE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of OHANA HERITAGE FOUNDATION INC?
The 990 for the year ended December 31, 2024 names TIEAL BISHOP.
Who are the officers and directors of OHANA HERITAGE FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 13 people; 2 received compensation from the organization, the highest $150,896 (TIEAL BISHOP, CEO).
How much revenue does OHANA HERITAGE FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,378,917, expenses of $2,045,246 and total assets of $5,119,155 at year end.

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