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Heritage Forum FY2024 filing

Tax-deductible

Birmingham, AL501(c)(3)Since 2018Public & Societal BenefitEIN 83-1886950Revenue $66K in FY2024

On file with the IRSheritageforums.com2400 5th Ave S Ste 100, 35233-3321 · Birmingham, ALTax-exempt since Oct 2018Publicly supported charity — 170(b)(1)(A)(vi)

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The abide and lead's mission is to inspire, equip, and connect leaders through transformative experiences, like-minded relationships, and shared wisdom.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
1 of 2
filings with a surplus
Average surplus $2K a year · 2% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
299 mo
of spending, in cash
Looks good: 298.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $131K
Fine: 2 funders name 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
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
$66K
-62% vs prior year
Spent
$8K
To programs
74%
Net assets
$191K
By yearFY2021–FY2025
Revenue
$66K
FY2024▼ -62%
Tap a bar for its year
Revenue by fiscal year
FY2021$106K
FY2022$123K
FY2023$172K
FY2024$66K
FY2025$155K
Expenses
$8K
FY2024
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022Not on file
FY2023Not on file
FY2024$8K
FY2025$210K
Net assets
$191K
FY2024▲ +44%
Tap a bar for its year
Net assets by fiscal year
FY2021$80K
FY2022$91K
FY2023$133K
FY2024$191K
FY2025$137K

From the FY2024 Form 990 · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2018.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $6K Management & general 26% · $2K

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.

Part VII, Section A · reportable compensation
Duane Donner
President
$0Pt VII · Sec A
Phil Nicaud
Vice President
$0Pt VII · Sec A
Russ Crosson
Treasurer
$0Pt VII · Sec A
Katie Burns
Secretary
$0Pt VII · Sec A
See Heritage Forum 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

Equips attendees with best practices for life and succession planning to create a lasting, godly heritage.

Questions for Heritage Forum

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Provided by the organization

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1 program · $6K · in their own filed words · FY2024
01

The heritage forum engages participants in an interactive and collaborative heritage process, designed to prompt the exploration, development and creation of their personal heritage vision. This visualization of a preferable future includes every major aspect of one's personal and professional life related to their purpose and legacy.

$6Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Natl Christian Charitable Fdn INCFY2024$121K
National Philanthropic TrustFY2024$10K
Total grants receivedfrom 2 funders$131K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$66K
Ln 12
Gifts and grantsLn 1h$164K
Investment incomeLn 3$4K
Money outPt IX
$8K
Ln 25
Programscol B$6K
Managementcol C$2K
Owns and owesPt X
$191K
net assets · Ln 32
Cash and savingsLn 1–2$191K
Total assetsLn 16$191K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$164K
Investment incomeLn 3$4K
Total revenueLn 12$66K
Assets in detailPt X, end of year
CashLn 1$25K
SavingsLn 2$166K
Cash and savings togetherLn 1–2$191K
Total assetsLn 16$191K
LiabilitiesLn 26$0
Net assetsLn 32$191K
OperationsPt I, VI
EmployeesI 50
VolunteersI 640
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$133K$191K
Total assetsLn 16$133K$191K
LiabilitiesLn 26$0$0
Net assetsLn 32$133K$191K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$2K$2K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$79$79
Other expenses (24a–d)Ln 24$4K$4K
Total functional expensesLn 25$8K$6K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $155K$210K−$55K$137K 990 PDF
FY2024 Viewing $66K$8K$58K$191K 990 PDF
FY2023 $172K$133K 990 PDF
FY2022 $123K$91K 990 PDF
FY2021 $106K$80K 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 FY2024 990 (6 parts)
Part I · Summary $66,047 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $131,030$164,500
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,212$3,534
I-11 Other revenuePrior year $39,844−$101,987
I-12 Total revenuePrior year $172,086$66,047
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 $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $130,564$7,682
I-18 Total expensesPrior year $130,564$7,682
I-19 Revenue less expensesPrior year $41,522$58,365
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
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 $66,047 across 5 lines filed
VIII-1f All other contributions, gifts and grants$164,500
VIII-1h Total contributions, gifts and grants$164,500
VIII-3 Investment incomeExcluded from tax $3,534$3,534
VIII-8 Net income from fundraising eventsExcluded from tax −$101,987−$101,987
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$98,453$66,047
Part IX · Statement of functional expenses $7,682 across 4 lines filed
IX-11c Accounting feesManagement $1,910$1,910
IX-12 Advertising and promotionPrograms $1,327$1,327
IX-13 Office expensesManagement $79$79
IX-24 Other expenses (24a–d)Programs $4,366$4,366
IX-25 Total functional expensesPrograms $5,693 · Management $1,989 · Fundraising $0$7,682
Part X · Balance sheet $191,277 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $132,912$25,009
X-2 Savings and temporary cash investmentsStart of year $0$166,268
X-16 Total assetsStart of year $132,912$191,277
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $132,912$191,277
X-33 Total liabilities and net assetsStart of year $132,912$191,277
Part XI · Reconciliation of net assets $191,277 net assets at year end
XI-1 Total revenue$66,047
XI-2 Total expenses$7,682
XI-3 Revenue less expenses$58,365
XI-4 Net assets at start of year$132,912
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$191,277

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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