Nonprofit · EIN 33-0907776
AMERICAN HERITAGE EDUCATION FOUNDATION
Tax-exempt · ESCONDIDO, CA 92027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,175,978 | $2,551,336 | $624,642 | $44,131,774 | $30,926,606 | $13,205,168 |
| June 30, 2024 | 990 | $2,816,104 | $2,760,698 | $55,406 | $44,327,740 | $31,747,214 | $12,580,526 |
| June 30, 2023 | 990 | $2,337,777 | $2,852,857 | -$515,080 | $45,058,988 | $32,533,868 | $12,525,120 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $83,625
- Program service revenue
- $2,388,108
- Investment income
- $180,245
- Other revenue
- $524,000
Expenses
- Grants and similar amounts paid
- $42,791
- Compensation of officers, directors and key employees
- $26,122
- Salaries, compensation and benefits (total)
- $26,122
- Professional fundraising fees
- $0
- Depreciation
- $1,043,827
- Program services (functional)
- $61,494
- Management and general (functional)
- $2,489,842
Balance sheet and other
- Total assets, start of year
- $44,327,740
- Total assets, end of year
- $44,131,774
- Total liabilities, end of year
- $30,926,606
- Net assets, end of year
- $13,205,168
- Land, buildings and equipment
- $38,027,178
- Net assets without donor restrictions
- $13,205,168
- Gross receipts
- $3,175,978
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2000
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN TAKAGI | BUSINESS MGR Trustee or director | 5 | $0 | $173,053 | $49,479 |
| DENNIS SNYDER | President Trustee or director, Officer | 16 | $26,122 | $0 | $0 |
| NEAL STEINBECK | CFO Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DERON GALINDO | CLERK Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GEOFF HORN | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD SEARS | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN TAKAGI | BUSINESS MGR Trustee or director | 5 | $0 | $223,345 | $47,914 |
| DENNIS SNYDER | President Trustee or director, Officer | 16 | $34,669 | $0 | $0 |
| NEAL STEINBECK | CFO Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DERON GALINDO | CLERK Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GEOFF HORN | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD SEARS | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN TAKAGI | BUSINESS MGR Trustee or director | 5 | $0 | $137,787 | $43,903 |
| DENNIS SNYDER | President Trustee or director, Officer | 16 | $55,667 | $0 | $0 |
| NEAL STEINBECK | CFO Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DERON GALINDO | CLERK Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GEOFF HORN | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD SEARS | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1868 E VALLEY PKWY, ESCONDIDO, CA 92027-2525
- In care of
- % DENNIS SNYDER
- Principal officer (990 for 2024)
- JONATHAN TAKAGI, 1868 E VALLEY PARKWAY, ESCONDIDO, CA 92027
- Signed the 990
- JONATHAN TAKAGI, BUSINESS MGR
- Phone
- (760) 737-3154
- Website
- WWW.AMHEF.ORG
- Return prepared by
- NIGRO & NIGRO PC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0907776 or by the name AMERICAN HERITAGE EDUCATION FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SUPPORTING SERVICES AND FACILITY USE FOR EDUCATION OF PUBLIC CHARTER SCHOOL STUDENTS IN GRADES K-12
Program accomplishments
- THE ORGANIZATION PROVIDES SUPPLEMENTAL SUPPORT TO THE ESCONDIDO CHARTER HIGH SCHOOL AND HERITAGE K-8 CHARTER SCHOOL FOR EDUCATIONAL AND STUDENT ACTIVITIES. BOND FUNDED SCHOOL FACILITIES ARE MADE AVAILABLE TO THE CHARTER SCHOOLS, WHO IN TURN HAVE A LEASE ARRANGEMENT WITH THE FOUNDATION.Expenses $61,494 · grants $42,791
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0907776
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $44,131,774
- Income (IRS master file)
- $3,175,978
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,175,978 | $2,551,336 | $44,131,774 | IRS |
| 990 | June 2024 | $2,816,104 | $2,760,698 | $44,327,740 | IRS |
| 990 | June 2023 | $2,337,777 | $2,852,857 | $45,058,988 | XML |
| 990 | June 2022 | $2,539,929 | $3,292,781 | $46,349,326 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0907776).
Questions about AMERICAN HERITAGE EDUCATION FOUNDATION
- What is the EIN of AMERICAN HERITAGE EDUCATION FOUNDATION?
- The employer identification number (EIN) of AMERICAN HERITAGE EDUCATION FOUNDATION is 33-0907776.
- Is AMERICAN HERITAGE EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to AMERICAN HERITAGE EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN HERITAGE EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN HERITAGE EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN HERITAGE EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AMERICAN HERITAGE EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names JONATHAN TAKAGI.
- Who are the officers and directors of AMERICAN HERITAGE EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization.
- How much revenue does AMERICAN HERITAGE EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,175,978, expenses of $2,551,336 and total assets of $44,131,774 at year end.
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