Nonprofit · EIN 84-4235016
HERITAGE INSTITUTE
Tax-exempt · TRAVELERS RST, SC 29690
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $269,486 | $240,357 | $29,129 | $35,248 | $8,484 | $26,764 |
| December 31, 2024 | 990-PF | $230,823 | $230,989 | -$166 | $5,743 | $8,108 | -$2,365 |
| December 31, 2023 | 990-PF | $227,149 | $229,091 | -$1,942 | $3,169 | $5,368 | -$2,199 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $269,096
- Interest
- $390
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $16,375
- Salaries, compensation and benefits (total)
- $137,128
Balance sheet and other
- Total assets, start of year
- $5,743
- Total assets, end of year
- $35,248
- Total liabilities, end of year
- $8,484
- Net assets, end of year
- $26,764
- Fair market value of assets
- $10,604
- Net investment income
- $390
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN CAROL TANKERSLEY 539 GAP CREEK ROAD, MARIETTA, SC 29661 | EXECUTIVE DI | 35 | $12,275 |
| TANEISHA ADAMS 206 JASMINE COVE CIRCLE, SIMPSONVILLE, SC 29680 | BOARD MEMBER | 1 | $4,100 |
| PHILIP ANDREW TANKERSLEY 539 GAP CREEK ROAD, MARIETTA, SC 29661 | TREASURER | 10 | $0 |
| ETHAN THOMAS GRIGGS 8 PAW PAW LANE, NEWNAN, GA 30265 | BOARD MEMBER | 1 | $0 |
| MARY ALICE BOWERS 6715 STATE PARK RD, TRAVELERS REST, SC 29690 | SECRETARY | 1 | $0 |
| JARED THOMAS 8011 N TIGERVILLE, TRAVELERS REST, SC 29690 | BOARD MEMBER | 1 | $0 |
| LATRESE KINNEY 198 ROPER MOUNTAIN RD SUITE B, GREENVILLE, SC 29615 | BOARD MEMBER | 1 | $0 |
| JASON KITTRELL 11 LINDSEY HILL TRAIL, MARIETTA, SC 29661 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN CAROL TANKERSLEY 539 GAP CREEK ROAD, MARIETTA, SC 29661 | EXECUTIVE DI | 35 | $13,100 |
| PHILIP ANDREW TANKERSLEY 539 GAP CREEK ROAD, MARIETTA, SC 29661 | TREASURER | 10 | $0 |
| TANEISHA ADAMS 206 JASMINE COVE CIRCLE, SIMPSONVILLE, SC 29680 | BOARD MEMBER | 1 | $0 |
| ETHAN THOMAS GRIGGS 8 PAW PAW LANE, NEWNAN, GA 30265 | BOARD MEMBER | 1 | $0 |
| MARY ALICE BOWERS 6715 STATE PARK RD, TRAVELERS REST, SC 29690 | SECRETARY | 1 | $0 |
| JARED THOMAS 8011 N TIGERVILLE, TRAVELERS REST, SC 29690 | BOARD MEMBER | 1 | $0 |
| LATRESE KINNEY 198 ROPER MOUNTAIN RD SUITE B, GREENVILLE, SC 29615 | BOARD MEMBER | 1 | $0 |
| JASON KITTRELL 11 LINDSEY HILL TRAIL, MARIETTA, SC 29661 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Carol Tankersley 539 Gap Creek Road, Marietta, SC 29661 | Executive Director | 35 | $17,775 |
| Philip Andrew Tankersley 539 Gap Creek Road, Marietta, SC 29661 | Treasurer | 10 | $0 |
| Jason Kittrell 11 Lindsey Hill Trail, Marietta, SC 29661 | Board Member | 1 | $0 |
| Taneisha Adams 206 Jasmine Cove Circle, Simpsonville, SC 29680 | Board Member | 1 | $0 |
| Ethan Thomas Griggs 8 Paw Paw Lane, Newnan, GA 30265 | Board Member | 1 | $0 |
| Mary K Humphries 106 Fowler Road, Taylors, SC 29687 | Secretary | 1 | $0 |
| Jared Thomas 8011 N Tigerville, Travelers Rest, SC 29690 | Board Member | 1 | $0 |
| Ruth WcWhite 2351 Tigerville Road, Travelers Rest, SC 29690 | Board Member | 1 | $0 |
| LaTrese Kinney 198 Roper Mountain Rd Suite B, Greenville, SC 29615 | Board Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6715 STATE PARK RD, TRAVELERS RST, SC 29690-1831
- In care of
- % SUSAN TANKERSLEY
- Signed the 990-PF
- PHILIP ANDREW TANKERSLEY, TREASURER
- Phone
- (864) 607-2369
- Return prepared by
- STOKES & COMPANY CPAS 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 | 990-PF 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
- 84-4235016
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Mental health and crisis intervention (F30)
- Assets (IRS master file)
- $35,248
- Income (IRS master file)
- $269,486
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $269,486 | $240,357 | $35,248 | XML |
| 990-PF | December 2024 | $230,823 | $230,989 | $5,743 | XML |
| 990-PF | December 2023 | $227,149 | $229,091 | $3,169 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 84-4235016).
Questions about HERITAGE INSTITUTE
- What is the EIN of HERITAGE INSTITUTE?
- The employer identification number (EIN) of HERITAGE INSTITUTE is 84-4235016.
- Is HERITAGE INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to HERITAGE INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does HERITAGE INSTITUTE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERITAGE INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HERITAGE INSTITUTE?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 2 received compensation from the organization, the highest $12,275 (SUSAN CAROL TANKERSLEY, EXECUTIVE DI).
- How much revenue does HERITAGE INSTITUTE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $269,486, expenses of $240,357 and total assets of $35,248 at year end.
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