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Heritage Athletic Association FY2023 filing

Tax-deductible

Saginaw, MI501(c)(3)Education EIN 38-2120741Revenue $56K in FY2023

On file with the IRS3465 N Center Rd, 48603-1863 · Saginaw, MITax-exempt since Jul 2019Publicly supported — 509(a)(2)

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The exempt purpose of this organization is to provide additional financial support to the various Athletic teams in the Heritage high school, as well as to provide scholarships, trophies, and awards to the high school athletes that qualify. The membership of the Athletic Association is comprised of parent volunteers of the student athletes, as well as members of the community that are willing to volunteer their time for the benefit of the Heritage athletes.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $4K a year · 6% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 4.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$56K
-60% vs prior year
Spent
$136K
To programs
97%
Net assets
$54K
By yearFY2021–FY2025
Revenue
$56K
FY2023▼ -60%
Tap a bar for its year
Revenue by fiscal year
FY2021$30K
FY2022$140K
FY2023$56K
FY2024$65K
FY2025$44K
Expenses
$136K
FY2023▲ +105%
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022$67K
FY2023$136K
FY2024$64K
FY2025$56K
Net assets
$54K
FY2023▼ -60%
Tap a bar for its year
Net assets by fiscal year
FY2021$61K
FY2022$134K
FY2023$54K
FY2024$56K
FY2025$44K

From the FY2023 Form 990 (year ending June 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Exemption reinstated (2017-11-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Jul 2019.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $132K Management & general 3% · $4K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Stacie Cole
President
$0Pt VII · Sec A
Sean Ortega
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Elissa Basil
Board Member
$0Pt VII · Sec A
Jodi Mitchell
Board Member
$0Pt VII · Sec A
Sarah Yockey
Board Member
$0Pt VII · Sec A
Heather Rousseau
Board Member
$0Pt VII · Sec A
See Heritage Athletic Association executive salaries →

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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 15aNo

Programs and updates

Supports high school athletes with funds, scholarships, and awards.

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Provided by the organization

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3 programs · $132K · in their own filed words · FY2022
01

Team Equipment, Uniforms and Additional Apparel

The heritage athletic association provides replacement of worn, damaged or obsolete athletic equipment and uniforms for the various athletic teams. Additional apparel includes warm-up suits, tee shirts, and any additional clothing that may be needed by the student athlete participants for approximately 300 students.

$125Kprogram expense
02

Scholarships to Qualifying Senior High School Athletes

Heritage high senior athletes were awarded athletic scholarships to be used for furthering their post high school education. To qualify, students must excel in all aspects of athletics as well as academics.

$4Kprogram expense
03

Awards

Presented at the athletic banquets that were held at the end of each sport season (fall, winter, and spring) to qualifying athletes that demonstrated valuable team athleticism in the various sports that are offered at heritage high school. The awards presented were trophies, medals and certificates.

$4Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Credit Unions Chartered in the State of MichiganFY2024$20K
Total grants receivedfrom 1 funder$20K
Grants paid · 1 grant · $10K · 2022–2022
Heritage High School Athletics DepartmentFY2022$10,000

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$56K
Ln 12
Other incomeLn 4–11$29K
Gifts and grantsLn 1h$27K
Investment incomeLn 3$135
Money outPt IX
$136K
Ln 25
Programscol B$132K
Managementcol C$4K
Owns and owesPt X
$54K
net assets · Ln 32
Cash and savingsLn 1–2$54K
Total assetsLn 16$54K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$27K
Fundraising eventsLn 1c$9K
Investment incomeLn 3$135
Other incomeLn 4–11$29K
Total revenueLn 12$56K
Assets in detailPt X, end of year
CashLn 1$54K
Cash and savings togetherLn 1–2$54K
Total assetsLn 16$54K
LiabilitiesLn 26$0
Net assetsLn 32$54K
OperationsPt I, VI
EmployeesI 50
VolunteersI 630
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$134K$54K
Total assetsLn 16$134K$54K
LiabilitiesLn 26$0$0
Net assetsLn 32$134K$54K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$14K$14K
Grants to domestic individualsLn 2$4K$4K
Accounting feesLn 11c$4K$4K
Advertising and promotionLn 12$850$850
Other expenses (24a–d)Ln 24$110K$110K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$136K$132K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $44K$56K−$11K$44K 990 PDF
FY2024 $65K$64K$1K$56K 990 PDF
FY2023 Viewing $56K$136K−$80K$54K 990 PDF
FY2022 $140K$67K$73K$134K 990 PDF
FY2021 $30K$61K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $56,427 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $48,684$27,150
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$2,648$135
I-11 Other revenuePrior year $93,587$29,142
I-12 Total revenuePrior year $139,623$56,427
I-13 Grants and similar amounts paidPrior year $18,133$18,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $48,369$118,348
I-18 Total expensesPrior year $66,502$136,348
I-19 Revenue less expensesPrior year $73,121−$79,921
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $56,427 across 7 lines filed
Lines not itemized here account for $10,484 of total revenue; see the IRS return.
VIII-1b Membership dues$3,666
VIII-1c Fundraising events$8,896
VIII-1f All other contributions, gifts and grants$14,588
VIII-1h Total contributions, gifts and grants$27,150
VIII-3 Investment incomeExcluded from tax $135$135
VIII-8 Net income from fundraising eventsExcluded from tax $18,658$18,658
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $29,277$56,427
Part IX · Statement of functional expenses $136,348 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $14,000$14,000
IX-2 Grants to domestic individualsPrograms $4,000$4,000
IX-11c Accounting feesManagement $4,100$4,100
IX-12 Advertising and promotionPrograms $850$850
IX-24 Other expenses (24a–d)Programs $110,241$110,241
IX-24e All other expensesPrograms $3,157$3,157
IX-25 Total functional expensesPrograms $132,248 · Management $4,100 · Fundraising $0$136,348
Part X · Balance sheet $54,176 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $134,097$54,176
X-16 Total assetsStart of year $134,097$54,176
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $134,097$54,176
X-32 Total net assets or fund balancesStart of year $134,097$54,176
X-33 Total liabilities and net assetsStart of year $134,097$54,176
Part XI · Reconciliation of net assets $54,176 net assets at year end
XI-1 Total revenue$56,427
XI-2 Total expenses$136,348
XI-3 Revenue less expenses−$79,921
XI-4 Net assets at start of year$134,097
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$54,176

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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