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Nonprofit · EIN 95-4351979

HERITAGE GROUP HOMES INC

Tax-exempt · COVINA, CA 91724

Financials

$7.9M$5.4M2023$6.3M$4M2024
Revenue Expenses · by fiscal year end
Financials of HERITAGE GROUP HOMES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$6,304,988$3,986,737$2,318,251$22,276,148$4,151,284$18,124,864
December 31, 2023990$7,944,750$5,400,163$2,544,587$20,136,868$4,330,255$15,806,613
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$9,057
Program service revenue
$5,667,457
Investment income
$613,101
Net gain from sales of assets
$515,369
Other revenue
$15,373

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$286,472
Other salaries and wages
$1,866,575
Salaries, compensation and benefits (total)
$2,439,381
Professional fundraising fees
$0
Accounting fees
$21,045
Depreciation
$334,639
Program services (functional)
$3,873,556
Management and general (functional)
$113,181

Balance sheet and other

Total assets, start of year
$20,136,868
Total assets, end of year
$22,276,148
Total liabilities, end of year
$4,151,284
Net assets, end of year
$18,124,864
Land, buildings and equipment
$15,742,872
Net assets without donor restrictions
$18,124,864
Gross receipts
$6,854,196
Employees
54
Year formed
1992
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SANDI HEYERExecutive Dir.
Officer
40$152,758
HARBINDER HEYERCFO
Officer
40$133,714
DR KANAN MODIBOARD MEMBER
Trustee or director
3$0
GINA MARIE CASTILLOBOARD MEMBER
Trustee or director
3$0
ELVIRA LAGUNATreasurer
Trustee or director, Officer
3$0
HEATHER CONNORSPresident
Officer
3$0
GULVARG MAYA KAURSecretary
Officer
3$0
MIRIAM KORNVice President
Officer
3$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
SANDI HEYERExecutive Dir.
Officer
40$120,493
HARBINDER HEYERCFO
Officer
40$116,248
DR KANAN MODIBOARD MEMBER
Trustee or director, Officer
3$0
HEATHER CONNORSPresident
Trustee or director, Officer
3$0
GINA MARIE CASTILLOBOARD MEMBER
Trustee or director, Officer
3$0
GULVARG MAYA KAURSecretary
Trustee or director, Officer
3$0
MIRIAM KORNVice President
Trustee or director, Officer
3$0

Address and contacts

Address (IRS master file)
957 S VILLAGE OAKS DR, COVINA, CA 91724-3696
Principal officer (990 for 2024)
SANDI HEYER, PO BOX 8400, LA VERNE, CA 91750
Signed the 990
SANDI HEYER, Executive Dir.
Phone
(626) 653-1000
Return prepared by
ELITE FINANCIAL SOLUTIONS

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4351979 or by the name HERITAGE GROUP HOMES INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

OUR MISSION IS TO SERVE FOSTER YOUTH, FAMILIES AND OUR COMMUNITY THROUGH INTENSIVE CLINICAL EVIDENCE-BASED TREATMENT SERVICES, ALONG WITH PERSONALIZED AND COMPASSIONATE CARE. WE PROVIDE MENTAL HEALTH TREATMENT THAT CHANGES LIVES THROUGH A HIGH QUALITY TRAUMA INFORMED HOLISTIC APPROACH DELIVERED IN PEACEFUL AND NURTURING ENVIRONMENTS OF OPTIMAL RECOVERY.

990 for the year ended December 31, 2024

Program accomplishments

  • Heritage provides 24-hour residential treatment services at five locations licensed as STRTP (Short-Term Residential Therapeutic Program)facilities and medication support at our corporate office location. We serve girls ages 12-18 and non-minor dependents who are in crisis and experiencing the trauma of being detained from their parent(s), guardian(s) or have suffered abuse neglect or abandonment. The immediate concern is to provide care, comfort and stability that ensures the mental and emotional well-being of the children in a individual tailored, trauma informed program that includes daily treatment through counseling, 24-hour supervision, academic support, social work services, medication management, after-care and reunification services as indicated in each youth's needs and service plan.
    Expenses $3,873,556 · revenue $5,667,457

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
95-4351979
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
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$22,276,148
Income (IRS master file)
$6,854,196

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$6,304,988$3,986,737$22,276,148IRS
990December 2023$7,944,750$5,400,163$20,136,868XML
990December 2022$8,591,771$5,913,299$17,771,403IRS
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 95-4351979).

Questions about HERITAGE GROUP HOMES INC

What is the EIN of HERITAGE GROUP HOMES INC?
The employer identification number (EIN) of HERITAGE GROUP HOMES INC is 95-4351979.
Is HERITAGE GROUP HOMES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to HERITAGE GROUP HOMES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HERITAGE GROUP HOMES 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 GROUP HOMES 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 GROUP HOMES 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 GROUP HOMES INC?
The 990 for the year ended December 31, 2024 names SANDI HEYER.
Who are the officers and directors of HERITAGE GROUP HOMES INC?
The 990 for the year ended December 31, 2024 lists 8 people; 2 received compensation from the organization, the highest $152,758 (SANDI HEYER, Executive Dir.).
How much revenue does HERITAGE GROUP HOMES INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $6,304,988, expenses of $3,986,737 and total assets of $22,276,148 at year end.

Other nonprofits in COVINA

All nonprofits in COVINA · California · Unknown