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Nonprofit · EIN 73-1368665

HERITAGE ACADEMY FOUNDATION INC

Tax-exempt · TULSA, OK 74136

Financials

$63K$146K2023$79K$114K2024
Revenue Expenses · by fiscal year end
Financials of HERITAGE ACADEMY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$79,052$113,602-$34,550$2,647,406$0$2,647,406
December 31, 2023990$63,041$146,146-$83,105$2,489,749$0$2,489,749
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$79,052
Other revenue
$0

Expenses

Grants and similar amounts paid
$100,969
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$113,602

Balance sheet and other

Total assets, start of year
$2,489,749
Total assets, end of year
$2,647,406
Total liabilities, end of year
$0
Net assets, end of year
$2,647,406
Publicly traded securities
$2,647,406
Net assets without donor restrictions
$2,647,406
Gross receipts
$79,052
Employees
0
Volunteers
9
Year formed
1990
State of legal domicile
OK

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
Stan KesslerNone
Trustee or director
0$0
Michael BaschNone
Trustee or director
1$0
Janis FinerNone
Trustee or director
1$0
Sarah DowningNone
Trustee or director
1$0
Shelby BrewsterNone
Trustee or director
1$0
Rachel BudavichNone
Trustee or director
1$0
Richard BorgPresident
Officer
1$0
Mathew ZalkTreasurer
Officer
1$0
Randee CharneyNone
Former
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Randee CharneyPresident
Trustee or director, Officer
1$0
Mathew ZalkTreasurer
Trustee or director, Officer
1$0
Richard BorgSecretary
Trustee or director, Officer
1$0
Stan KesslerNone
Trustee or director
1$0
Michael BaschNone
Trustee or director
1$0
Janis FinerNone
Trustee or director
1$0
Sarah DowningNone
Trustee or director
1$0
Shelby BrewsterNone
Trustee or director
1$0
Rachel BudavichNone
Trustee or director
1$0

Address and contacts

Address (IRS master file)
2021 E 71ST ST, TULSA, OK 74136-5408
Principal officer (990 for 2024)
Mathew Zalk, 2021 E 71st St, Tulsa, OK 74136
Signed the 990
Mathew Zalk, Treasurer
Phone
(918) 494-0953

Mission

Heritage Academy Foundation Inc funds a significant portion of the operating budget of the Mizel Jewish Day School.

990 for the year ended December 31, 2024

Program accomplishments

  • Funding operating budget of the Mizel Jewish Day School
    Expenses $113,602 · grants $100,969 · revenue $79,052
  • N/A0
  • N/A0

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
73-1368665
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B20I)
Assets (IRS master file)
$2,647,406
Income (IRS master file)
$79,052

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$79,052$113,602$2,647,406XML
990December 2023$63,041$146,146$2,489,749XML
990December 2022$61,977$173,033$2,267,234IRS
990December 2021–––IRS
990December 2020–––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 73-1368665).

Questions about HERITAGE ACADEMY FOUNDATION INC

What is the EIN of HERITAGE ACADEMY FOUNDATION INC?
The employer identification number (EIN) of HERITAGE ACADEMY FOUNDATION INC is 73-1368665.
Is HERITAGE ACADEMY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to HERITAGE ACADEMY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does HERITAGE ACADEMY 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 HERITAGE ACADEMY 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 HERITAGE ACADEMY 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 HERITAGE ACADEMY FOUNDATION INC?
The 990 for the year ended December 31, 2024 names Mathew Zalk.
Who are the officers and directors of HERITAGE ACADEMY FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does HERITAGE ACADEMY FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $79,052, expenses of $113,602 and total assets of $2,647,406 at year end.

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