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Heritage K-8 Charter School

Escondido, CA · EIN 30-0176736 · 501(c)(3) · School
Latest filing: Form 990 for the fiscal year ending June 30, 2025 (tax year 2024) · View the filing · Correct or respond

Heritage K-8 Charter School reported $17.5 million in revenue and $15.6 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $56.53 went to program services, $43.47 to management and general costs and $0.00 to fundraising. Its largest source of revenue was contributions and grants: 98.1% of the total. Government grants made up 98.1%. The highest compensation it reported for one person was $303,202 (Executive Dir.). 4 people received more than $100,000 in reportable compensation. Revenue rose 48% between FY2020 and FY2025. Source: Form 990, FY2025.

Where $100 of spending went

The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $16M

For context, the median across 5,499 covered education charities: $85.56 programs, $13.59 management, $0.85 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $18M

The 990 scorecard · same measures for every charity, no grades

FY2025 filing. Median across 5,499 covered charities in this category, from their latest filings.
MeasureFY2025Median
Program services
Part IX 25(B) ÷ 25(A)
56.5%84.4%
Management & general
Part IX 25(C) ÷ 25(A)
43.5%13.4%
Fundraising
Part IX 25(D) ÷ 25(A)
0.0%0.8%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.00$0.04
Contributions & grants share of revenue
Part VIII 1h ÷ 12
98.1%19.1%
Government grants share of revenue
Part VIII 1e ÷ 12
98.1%1.1%
Program service revenue share
Part VIII 2g ÷ 12
0.0%69.9%
Highest reported compensation
Part VII-A, columns D–F
$303,202$331,578
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
1.94%1.28%
People paid over $100,000
Part VII, line 2
48
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
8.213.3
Independent voting board members
Part VI 1a–1b
7 of 7100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

FY2025 · Form 990, Part III · the three largest programs by expense
$8.8M expenses · 100.0% of program spending

A california public Charter School for grades kindergarten through eighth

Highest reported compensation

FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
Executive Dir.
Officer, 2.00 hrs/week
$0$243,343$59,859$303,202
BUSINESS MGR
Officer, 2.00 hrs/week
$0$173,053$49,479$222,532
PRINCIPAL
Listed in Part VII, 40.00 hrs/week
$147,162$0$42,520$189,682
PRINCIPAL
Listed in Part VII, 40.00 hrs/week
$161,235$0$27,732$188,967
PRINCIPAL
Listed in Part VII, 40.00 hrs/week
$131,867$0$32,285$164,152
DATA COORDINATOR
Listed in Part VII, 40.00 hrs/week
$105,895$0$18,478$124,373
TEACHER
Listed in Part VII, 40.00 hrs/week
$98,434$0$15,825$114,259

4 people received more than $100,000 in reportable compensation from Heritage K-8 Charter School (Part VII, line 2). Compensation of current officers, directors and key employees totaled $526K (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$5.0M$10M$15M$20MFY2020FY2021FY2022FY2023FY2024FY2025$18M$16M
FilingRevenueExpensesProgramsNet assetsTop pay
FY2025 ⓘ$18M$16M56.5%$11M$303,202
FY2024 ⓘ$17M$16M55.7%$8.6M$282,182
FY2023 ⓘ$17M$14M55.1%$8.5M$259,548
FY2022 ⓘ$14M$15M82.9%$5.4M$201,720
FY2021 ⓘ$12M$11M81.9%$6.7M$199,339
FY2020 ⓘ$12M$13M85.6%$5.7M$178,139

Governance answers, as filed

FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b7 · 7 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13No
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 5185
  • Volunteers Part I, line 635

Largest outside contractors

FY2025 · Form 990, Part VII, Section B · businesses only
MORNING STAR CLEANING SERVICES LLC
Cleaning service
$137,181

Individuals listed as contractors are left out. 1 contractors were paid more than $100,000 in all.

Private foundation grants it received

2 private foundations reported grants to Heritage K-8 Charter School totaling $903 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Heritage K-8 Charter School's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Heritage K-8 Charter School, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All education charities · Largest charities in California

Questions people ask

How much of Heritage K-8 Charter School's spending goes to programs?

In the fiscal year ending June 30, 2025, Heritage K-8 Charter School reported that 56.5% of its $15.6 million in expenses went to program services, 43.5% to management and general and 0.0% to fundraising (Form 990, Part IX).

How much does Heritage K-8 Charter School pay its top executive?

The largest total compensation Heritage K-8 Charter School reported for one person in the fiscal year ending June 30, 2025 was $303,202, for the role of Executive Dir. (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Heritage K-8 Charter School get its money?

Of $17.5 million in revenue in the fiscal year ending June 30, 2025, 98.1% came from contributions and grants (including 98.1% from government grants) and 0.0% from program service revenue (Form 990, Part VIII).

Is Heritage K-8 Charter School a registered charity?

The IRS lists EIN 30-0176736 as a 501(c)(3) organization (school), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202611249349301511 · read the filing · XML
  • FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202511269349301346 · read the filing
  • FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202401219349301785 · read the filing
  • FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202301259349301405 · read the filing
  • FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202230279349300703 · read the filing
  • FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202140279349300804 · read the filing

All filings for EIN 30-0176736: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.