Lake Erie Heritage Foundation Inc
Public records show a registered, tax-exempt organization in good standing.
Points to look into
- It owes more than it owns.
These come from the organization's own tax return. There may be a good explanation; ask the charity.
What it says it does
The Lake Erie Heritage Foundation, Inc. is Dedicated to educating the general public about the military, social, and commercial history of Lake Erie, the surrounding region, and its impact and effect on the development and history of the United States of America.
- Income
- $68,456
- Spending
- $74,724
- Spent on programs
- 100%
- Reserves
- -11.4 months of spending
- Largest source of income
- fees for its services, 100%
- Employees
- 0
- Volunteers
- 3
Source: Form 990 for the year ending January 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Weak: 34 out of 100. Higher than 9% of charities in its peer group (arts and culture, under $250k).
Reserves
0 of 35Spendable reserves are negative: it owes or has committed more than it holds.
Debt
0 of 20It owes 39869% of what it owns.
Living within its means
4 of 15Spending exceeded income by 9% of income.
Income trend
15 of 15Income rose 508% on the year before.
Spending floor
15 of 15100% of spending went to programs.
Source: Form 990 for the year ending January 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Good: 72 out of 100. Higher than 67% of charities in its peer group (arts and culture, under $250k).
Independent board
18 of 253 of 3 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
0 of 8Reports no written whistleblower policy.
Record keeping policy
0 of 7Reports no 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.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending January 31, 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 (1)
- $74,724 spent. The organization celebrated Oliver Hazard Perrys victory over the British at the Battle of Lake Erie during the war of 1812. This celebration included education to the public on the significance of the event, not only with respect to the Lake Erie region, but to the United States of America, as well.
Source: Form 990 for the year ending January 31, 2025, 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 January 2026.
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 December 2012.
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.
Could it be confused with another charity? Worth knowing.
A much larger organization has a similar name: Heritage Foundation (Washington, DC), EIN 23-7327730. If that is the one you meant, check the EIN before giving.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 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.