Nonprofit · EIN 43-1254069
HERITAGE ACCOUNT INC
Tax-exempt · SAINT LOUIS, MO 63105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $51,936 | $83,939 | -$32,003 | $276,582 | $0 | $276,582 |
| August 31, 2024 | 990-EZ | $104,888 | $11,794 | $93,094 | $278,102 | – | $278,102 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $32,440
- Investment income
- $9,619
- Net gain from sales of assets
- -$14
- Other revenue
- $9,891
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $244
- Occupancy
- $83,050
- Printing, publications and postage
- $645
- Program services (functional)
- $83,696
Balance sheet and other
- Total assets, start of year
- $308,585
- Total assets, end of year
- $276,582
- Total liabilities, end of year
- $0
- Net assets, end of year
- $276,582
- Cash, savings and investments
- $276,582
- Gross receipts
- $78,975
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-EZ for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ida Early | Incoming Chairwoman | 0.5 | $0 |
| Carolyn Farrrell | Vice Chairwoman | 0.5 | $0 |
| Sandra Charles | Recording Secretary | 0.5 | $0 |
| Jean Saunders | Treasurer | 1 | $0 |
| Jane Gleason | Director | 0.5 | $0 |
| Juanita Hinshaw | Director | 0.5 | $0 |
| Richard Overton | Director | 0.5 | $0 |
| Lynn Ann Vogel | Director | 0.5 | $0 |
| Marguerite Garrick | Director | 0.5 | $0 |
| Anne Carman | Director | 0.5 | $0 |
| Kathy Fulstone | Director | 0.5 | $0 |
990-EZ for the year ended August 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE GLEASON | DIRECTOR | 0.5 | $0 |
| JEAN SAUNDERS | DIRECTOR | 0.5 | $0 |
| JUANITA HINSHAW | DIRECTOR | 0.5 | $0 |
| RICHARD OVERTON | DIRCTOR | 0.5 | $0 |
| CAROLYN FARRELL | DIRECTOR | 0.5 | $0 |
| LYNN VOGEL | DIRECTOR | 0.5 | $0 |
| WILLIAM R DIEPENBROCK JR | DIRECTOR | 0.5 | $0 |
| MARGUERITE GARRICK | DIRECTOR | 0.5 | $0 |
| SANDRA CHARLES | DIRECTOR | 0.5 | $0 |
| ANNE CARMAN | DIRECTOR | 0.5 | $0 |
| JOYCE CORNWELL | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11513, SAINT LOUIS, MO 63105-0313
- In care of
- % IDA EARLY
- Signed the 990-EZ
- IDA EARLY, Incoming Chairwoman
- Phone
- (314) 849-2270
- Return prepared by
- MGD Law LLC
Mission
Promote Education/Maintain Historic Bldg
Program accomplishments
- Maintain historical building located at 4600 Lindell Blvd., St. LouisExpenses $83,050
- Promote the education of the public in American History, art, and architectural programs.Expenses $646
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-EZ on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 43-1254069
- 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
- 1982
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $276,582
- Income (IRS master file)
- $78,975
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2025 | $51,936 | $83,939 | $276,582 | XML |
| 990-EZ | August 2024 | $104,888 | $11,794 | $278,102 | XML |
| 990-EZ | August 2023 | – | – | – | IRS |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-EZ | August 2019 | – | – | – | 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 43-1254069).
Questions about HERITAGE ACCOUNT INC
- What is the EIN of HERITAGE ACCOUNT INC?
- The employer identification number (EIN) of HERITAGE ACCOUNT INC is 43-1254069.
- Is HERITAGE ACCOUNT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to HERITAGE ACCOUNT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE ACCOUNT INC 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 HERITAGE ACCOUNT INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE ACCOUNT INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
- Who are the officers and directors of HERITAGE ACCOUNT INC?
- The 990-EZ for the year ended August 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does HERITAGE ACCOUNT INC have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $51,936, expenses of $83,939 and total assets of $276,582 at year end.
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