Nonprofit · EIN 47-4071538
HERITAGE WORKS INC
Tax-exempt · DUBUQUE, IA 52001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $258,971 | $270,802 | -$11,831 | $8,409,819 | $8,251,237 | $158,582 |
| December 31, 2023 | 990-PF | $471,053 | $340,277 | $130,776 | $8,416,854 | $8,246,441 | $170,413 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $69,721
- Interest
- $26,114
- Other income
- $163,136
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $62,467
- Salaries, compensation and benefits (total)
- $99,166
- Excise tax on investment income
- $363
Balance sheet and other
- Total assets, start of year
- $8,416,854
- Total assets, end of year
- $8,409,819
- Total liabilities, end of year
- $8,251,237
- Net assets, end of year
- $158,582
- Fair market value of assets
- $8,409,819
- Net investment income
- $26,114
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM DOYLE 1791 CENTRAL AVE APT 2, DUBUQUE, IA 52001 | PRESIDENT | 40 | $62,467 | $4,732 |
| DAVE KLAVITTER 1090 W 3RD ST, DUBUQUE, IA 52001 | CHAIRMAN | 1 | $0 | $0 |
| MARY GRONEN 1766 PLYMOUTH CT, DUBUQUE, IA 52001 | DIRECTOR | 1 | $0 | $0 |
| FLINT DRAKE 1072 W 3RD ST, DUBUQUE, IA 52001 | DIRECTOR | 1 | $0 | $0 |
| SUSAN FARBER 1755 OVERVIEW ST, DUBUQUE, IA 52003 | DIRECTOR | 1 | $0 | $0 |
| ERICA HAUGEN 1655 S GRANDVIEW AVE, DUBUQUE, IA 52003 | CHAIRMAN | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DUANE HAGERTY 1100 MAIN ST APT B, DUBUQUE, IA 52001 | PRESIDENT | 40 | $93,154 | $6,580 |
| WILLIAM DOYLE 1791 CENTRAL AVE APT 2, DUBUQUE, IA 52001 | VICE PRESIDENT | 40 | $59,169 | $4,157 |
| DAVE KLAVITTER 1090 W 3RD ST, DUBUQUE, IA 52001 | CHAIRMAN | 1 | $0 | $0 |
| MARY GRONEN 1766 PLYMOUTH CT, DUBUQUE, IA 52001 | DIRECTOR | 1 | $0 | $0 |
| FLINT DRAKE 1072 W 3RD ST, DUBUQUE, IA 52001 | DIRECTOR | 1 | $0 | $0 |
| SUSAN FARBER 1755 OVERVIEW ST, DUBUQUE, IA 52003 | DIRECTOR | 1 | $0 | $0 |
| ERIN DRAGOTTO 9900 MILITARY RD, DUBUQUE, IA 52003 | DIRECTOR | 1 | $0 | $0 |
| ERICA HAUGEN 1655 S GRANDVIEW AVE, DUBUQUE, IA 52003 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 489 W 4TH ST, DUBUQUE, IA 52001-6962
- In care of
- % DUANE HAGERTY
- Signed the 990-PF
- MARY GRONEN, CHAIR
- Phone
- (773) 319-0209
- Website
- HERITAGEWORKSDBQ.COM
- Return prepared by
- HONKAMP PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-4071538
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $8,409,819
- Income (IRS master file)
- $258,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $258,971 | $270,802 | $8,409,819 | XML |
| 990-PF | December 2023 | $471,053 | $340,277 | $8,416,854 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 47-4071538).
Questions about HERITAGE WORKS INC
- What is the EIN of HERITAGE WORKS INC?
- The employer identification number (EIN) of HERITAGE WORKS INC is 47-4071538.
- Is HERITAGE WORKS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to HERITAGE WORKS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does HERITAGE WORKS INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERITAGE WORKS 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 HERITAGE WORKS INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HERITAGE WORKS INC?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $62,467 (WILLIAM DOYLE, PRESIDENT).
- How much revenue does HERITAGE WORKS INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $258,971, expenses of $270,802 and total assets of $8,409,819 at year end.
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