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Passes our checks

Heritage Ed

EIN 35-2520438 · Houston, TX

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair50 out of 100GovernanceFair65 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

THE ORGANIZATION HAS BEEN GRANTED A STATE CHARTER TO ESTABLISH AND OPERATE A CHARTER SCHOOL IN HOUSTON, TEXAS. HERITAGE ED WILL PROVIDE A FOCUSED CLASSICAL EDUCATION TO A DIVERSE COMMUNITY OF K-8 SCHOLARS BY DEVELOPING THEIR KNOWLEDGE TO A STATE OF WISDOM AND CHARACTER TO A STATE OF VIRTUE AND BY PREPARING THE SCHOLARS TO BECOME WELL-EDUCATED SELF-GOVERNING CITIZENS AND LEADERS FOR THE NEXT GENERATION OF AMERICA.

Income
$1.1 million
Spending
$829,100
Spent on programs
81%
Reserves
-0.4 months of spending
Largest source of income
government grants, 63%
Employees
2

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 50 out of 100. Higher than 28% of charities in its peer group (education, $1m to $10m).

  • Reserves

    0 of 35

    Spendable reserves are negative: it owes or has committed more than it holds.

  • Debt

    5 of 20

    It owes 70% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 25% of income.

  • Income trend

    15 of 15

    Income rose 222% on the year before.

  • Spending floor

    15 of 15

    81% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Fair: 65 out of 100. Higher than 20% of charities in its peer group (education, $1m to $10m).

  • Independent board

    25 of 25

    5 of 5 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Independent check of accounts

    0 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $60,927 spent. THE ORGANIZATION HAS RECEIVED APPROVAL FROM THE STATE OF TEXAS TO ESTABLISH A CHARTER SCHOOL IN HOUSTON, TEXAS. THE ORGANIZATION ENGAGED IN A SEARCH FOR A HEAD OF SCHOOL AS WELL AS A PERMANENT LOCATION FOR THE SCHOOL. HERITAGE ED WILL ENROLL ITS FIRST CLASS OF STUDENTS IN THE FALL OF 2025 BEGINNING WITH KINDERGARTEN AND FIRST GRADE.
  2. $613,397 spent. THE ORGANIZATION HAS RECEIVED APPROVAL FROM THE STATE OF TEXAS TO ESTABLISH A CHARTER SCHOOL IN HOUSTON, TEXAS. THE ORGANIZATION ENGAGED IN A SEARCH FOR A HEAD OF SCHOOL AS WELL AS A PERMANENT LOCATION FOR THE SCHOOL. HERITAGE ED WILL ENROLL ITS FIRST CLASS OF STUDENTS IN THE FALL OF 2025 BEGINNING WITH KINDERGARTEN AND FIRST GRADE.
  3. THE ORGANIZATION HAS RECEIVED APPROVAL FROM THE STATE OF TEXAS TO ESTABLISH A CHARTER SCHOOL IN HOUSTON, TEXAS. THE ORGANIZATION ENGAGED IN A SEARCH FOR A HEAD OF SCHOOL AS WELL AS A PERMANENT LOCATION FOR THE SCHOOL. HERITAGE ED WILL ENROLL ITS FIRST CLASS OF STUDENTS IN THE FALL OF 2025 BEGINNING WITH KINDERGARTEN AND FIRST GRADE.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since November 2020.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.