Heritage Homes Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
PROVIDE AFFORDABLE AND DECENT HOUSING AND SUPPORT FOR PERSONS AND FAMILIES IN NEED
- Income
- $4.6 million
- Spending
- $4.5 million
- Spent on programs
- 84%
- Reserves
- 6.7 months of spending
- Largest source of income
- government grants, 92%
- Employees
- 132
- Volunteers
- 11
- Highest pay
- $112,353, executive director
Source: Form 990 for the year ending September 30, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 89 out of 100. Higher than 76% of charities in its peer group (human services, $1m to $10m).
Reserves
28 of 35Spendable reserves would cover 6.7 months of spending.
Debt
16 of 20It owes 17% of what it owns.
Living within its means
15 of 15Income exceeded spending by 3% of income.
Income trend
15 of 15Income rose 0% on the year before.
Spending floor
15 of 1584% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending September 30, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 65% of charities in its peer group (human services, $1m to $10m).
Independent board
25 of 255 of 5 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending September 30, 2024, 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 (4)
- $2.6 million spent. PROVIDE ADULT FOSTER CARE. THIS SPECIALIZED CARE WAS AVAILABLE IN 4 HOMES FOR UP TO 24 RESIDENTS, 24 HOURS PER DAY, 7 DAYS PER WEEK.
- $923,950 spent. PROVIDE COMMUNITY LIVING SUPPORTS TO INDIVIDUALS IN THE COMMUNITY. THIS CARE VARIES BY THE NEEDS OF THE INDIVIDUALS. WE SERVED 26 INDIVIDUALS DURING THE FISCAL YEAR. WE PROVIDED 12,666 HOURS OF SUPPORT TO INDIVIDUALS IN THE COMMUNITY DURING THE YEAR. PROVIDE 24 HOUR COMMUNITY LIVING SUPPORTS FOR TWO INDIVIDUALS IN A RESIDENTIAL FACILITY, WE PROVIDED 18,316 HOURS OF SUPPORT TO THESE INDIVIDUALS DURING THE YEAR.
- $186,066 spent. PROVIDE SOCIAL RECREATION SERVICES TO INDIVIDUALS BY COORDINATING OR PROVIDING ACTIVITIES IN THE COMMUNITY. WE ALSO PROVIDED VIRTUAL PROGRAMMING TO ACCOMMODATE CLIENTS IN THEIR OWN HOMES. ON AVERAGE 42 CLIENTS WERE SERVED MONTHLY.
- $14,334 spent. OTHER PROGRAM SERVICES INCLUDE DEVELOPING, MANAGING AND RENTING AFFORDABLE HOUSING FOR LOW INCOME PEOPLE WITH SPECIAL NEEDS, INCLUDING THOSE WHO ARE HOMELESS AND PEOPLE WITH DISABILITIES.
Source: Form 990 for the year ending September 30, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
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 September 7, 2026.
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 September 30, 2026.
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 September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending September 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 1978.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
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 October 7, 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.