Heritage Defense FY2020 filing

Not tax-deductible

Leander, TX501(c)(4)Civil Rights & AdvocacyEIN 27-1286880Revenue $384K in FY2020

On file with the IRSheritagedefense.org2082 US 183 Ste 170-224, 78641-1789 · Leander, TXTax-exempt since May 2011

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To advance the kingdom of christ by protecting and empowering the biblical family through the protection of children and the preservation of civil rights and civil liberties secured by law for both parents and children.

68¢ of each $1 spent went to programs.
$79K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $163K a year · 23% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$79K
to officers and key staff · 26% of spending
Worth a look: pay to officers and key staff is 26% of spending; over 20%.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 7.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$11K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$384K
Spent
$307K
To programs
68%
Net assets
$174K
By yearFY2020–FY2024
Revenue
$384K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$384K
FY2021$568K
FY2022$706K
FY2023$857K
FY2024$1.1M
Expenses
$307K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$307K
FY2021$402K
FY2022$553K
FY2023$692K
FY2024$814K
Net assets
$174K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$174K
FY2021$340K
FY2022$492K
FY2023$657K
FY2024$911K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $208K Management & general 28% · $85K Fundraising 5% · $14K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $79K paid to officers and key staff.

Part VII, Section A · reportable compensation
VP & General Counsel; Secr
$61,421Pt VII · Sec A
President and Director
$17,804Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Bradley Pierce’s $104K as VP & General Counsel; Secr is at the 26th percentile of top reported officer pay among 797 $1–10M civil rights & advocacy nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Bradley Pierce$103,977$98,517$82,241$75,004$61,421
Don Hart$25,774$20,694$23,325$15,438$17,804

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Protecting children and preserving family civil rights to advance faith.

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Provided by the organization

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2 programs · $208K · in their own filed words · FY2020
01

Legal Services

Heritage defense employs attorneys who provide information, consultation, and legal representation for the protection of children and the preservation of civil rights and civil liberties secured by law for both parents and children.

$110Kprogram expense
02

Public Education

Heritage defense collects news and information relating to the protection of children and the preservation of civil rights and civil liberties secured by law for both parents and children, researches and publishes articles relating to the protection of children and the preservation of civil rights and civil liberties secured by law for…

$98Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$384K
Ln 12
Gifts and grantsLn 1h$384K
Money outPt IX
$307K
Ln 25
Programscol B$208K
Managementcol C$85K
Fundraisingcol D$14K
Owns and owesPt X
$174K
net assets · Ln 32
Cash and savingsLn 1–2$180K
Total assetsLn 16$185K
LiabilitiesLn 26$11K
PeoplePt VI, VII
4
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$384K
Total revenueLn 12$384K
Assets in detailPt X, end of year
CashLn 1$180K
Cash and savings togetherLn 1–2$180K
Total assetsLn 16$185K
LiabilitiesLn 26$11K
Net assetsLn 32$174K
OperationsPt I, VI
EmployeesI 56
VolunteersI 62
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$128K$180K
Total assetsLn 16$132K$185K
LiabilitiesLn 26$35K$11K
Net assetsLn 32$97K$174K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$79K$51K$28K$792
Other salaries and wagesLn 7$45K$34K$9K$2K
Payroll taxesLn 10$10K$7K$3K$198
Legal feesLn 11b$31K$31K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$34K$19K$14K$2K
Advertising and promotionLn 12$9K$6K$1K$2K
Office expensesLn 13$25K$18K$6K$909
Information technologyLn 14$25K$17K$8K$252
OccupancyLn 16$19K$11K$8K$192
TravelLn 17$3K$2K$409$681
Conferences, conventions and meetingsLn 19$1K$967$171$284
InsuranceLn 23$2K$1K$731
Other expenses (24a–d)Ln 24$18K$10K$3K$5K
Total functional expensesLn 25$307K$208K$85K$14K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.1M$814K$254K$911K 990 PDF
FY2023 $857K$692K$165K$657K 990 PDF
FY2022 $706K$553K$152K$492K 990 PDF
FY2021 $568K$402K$166K$340K 990 PDF
FY2020 Viewing $384K$307K$77K$174K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $384,318 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $274,192$384,318
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $274,192$384,318
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $96,739$134,542
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $142,799$172,650
I-18 Total expensesPrior year $239,538$307,192
I-19 Revenue less expensesPrior year $34,654$77,126
Part VI · Governance 3 of 3 board members independent, 2 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $384,318 across 4 lines filed
VIII-1b Membership dues$379,633
VIII-1f All other contributions, gifts and grants$4,685
VIII-1h Total contributions, gifts and grants$384,318
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$384,318
Part IX · Statement of functional expenses $307,192 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $50,704 · Management $27,729 · Fundraising $792$79,225
IX-7 Other salaries and wagesPrograms $34,075 · Management $9,087 · Fundraising $2,272$45,434
IX-10 Payroll taxesPrograms $6,720 · Management $2,965 · Fundraising $198$9,883
IX-11b Legal feesPrograms $31,452$31,452
IX-11c Accounting feesManagement $4,243$4,243
IX-11g Other fees for servicesPrograms $18,575 · Management $13,510 · Fundraising $1,689$33,774
IX-12 Advertising and promotionPrograms $5,894 · Management $1,040 · Fundraising $1,734$8,668
IX-13 Office expensesPrograms $18,001 · Management $6,360 · Fundraising $909$25,270
IX-14 Information technologyPrograms $17,149 · Management $7,818 · Fundraising $252$25,219
IX-16 OccupancyPrograms $11,145 · Management $7,879 · Fundraising $192$19,216
IX-17 TravelPrograms $2,317 · Management $409 · Fundraising $681$3,407
IX-19 Conferences, conventions and meetingsPrograms $967 · Management $171 · Fundraising $284$1,422
IX-23 InsurancePrograms $1,357 · Management $731$2,088
IX-24 Other expenses (24a–d)Programs $9,895 · Management $2,999 · Fundraising $4,997$17,891
IX-25 Total functional expensesPrograms $208,251 · Management $84,941 · Fundraising $14,000$307,192
Part X · Balance sheet $184,620 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $128,231$179,592
X-9 Prepaid expenses and deferred chargesStart of year $3,883$5,028
X-16 Total assetsStart of year $132,114$184,620
X-17 Accounts payable and accrued expensesStart of year $35,200$10,580
X-26 Total liabilitiesStart of year $35,200$10,580
X-27 Net assets without donor restrictionsStart of year $96,914$174,040
X-32 Total net assets or fund balancesStart of year $96,914$174,040
X-33 Total liabilities and net assetsStart of year $132,114$184,620
Part XI · Reconciliation of net assets $174,040 net assets at year end
XI-1 Total revenue$384,318
XI-2 Total expenses$307,192
XI-3 Revenue less expenses$77,126
XI-4 Net assets at start of year$96,914
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$174,040

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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