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Nonprofiteer
← HERITAGE UNIVERSITY

Form 990 for tax year 2024

Filed by HERITAGE UNIVERSITY.

Totals

Total revenue
$45,985,331
Total expenses
$34,788,759
Contributions and grants received
$13,028,312
Grants paid
$4,970,923
Program service revenue
$29,983,205
Investment income
$2,425,411
Other revenue
$548,403
Total assets, end of year
$93,970,470
Total liabilities, end of year
$12,521,417
Net assets or fund balances, end of year
$81,449,053
Program services expenses (Part IX)
$24,023,151
Management and general expenses
$9,793,175
Fundraising expenses
$972,433
Program service expenses (Part III)
$24,023,151

Program services were 69.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREW SUND

    HERITAGE PRESIDENT (THRU 6/25)

    Total calculated
    $359,318
    From this org
    $326,150
    From related orgs
    $0
    Other
    $33,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,750
    Bonus
    $0
    Other
    $44,400
    Deferred
    $22,830
    Nontaxable benefits
    $10,338
    Filer's total
    $359,318

  • BOB GERST

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SAUNDRA HILL

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GERARDO RUELAS

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK OSHIE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS LAWRENCE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN C HILTON

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ALEX VERA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALLISON PARKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LINDA KAMINSKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH MENDOZA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HENRY STROM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELLEN WALLACH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN FRAIRE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIP RAMSEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LIN MACMASTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LORI ARVISO ALVORD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NICHOLE MAHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROY SIMMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MAXINE JANIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE GONZALEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIMI GARDNER GATES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CONNIE FALCON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL CHILES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEREK RED ARROW FRANK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RAUL SITAL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVEN SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ARLEN WASHINES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELMER WARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARICELA SANCHEZ

    BOARD MEMBER (THRU 6/25)

    Total calculated
    $0
    Hours/week
    1

  • PHILIP RIGDON

    BOARD MEMBER (THRU 6/25)

    Total calculated
    $0
    Hours/week
    1

  • RUSSELL LIDMAN

    BOARD MEMBER (THRU 6/25)

    Total calculated
    $0
    Hours/week
    1

  • DR MELISSA HILL

    PROVOST/VP OF ACADEMIC AFFAIRS

    Total calculated
    $161,205
    From this org
    $140,369
    From related orgs
    $0
    Other
    $20,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,369
    Bonus
    $0
    Other
    $0
    Deferred
    $10,464
    Nontaxable benefits
    $10,372
    Filer's total
    $161,205

  • SAUNDRA FLEMING

    INTERIM CFO

    Total calculated
    $106,000
    From this org
    $106,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • DAVID WISE

    VP OF ADVANCEMENT/MARKETING

    Total calculated
    $168,397
    From this org
    $147,561
    From related orgs
    $0
    Other
    $20,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,561
    Bonus
    $0
    Other
    $0
    Deferred
    $10,464
    Nontaxable benefits
    $10,372
    Filer's total
    $168,397

  • COREY HODGE

    VP OF STUDENT AFFAIRS

    Total calculated
    $167,585
    From this org
    $147,079
    From related orgs
    $0
    Other
    $20,506
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,079
    Bonus
    $0
    Other
    $0
    Deferred
    $10,464
    Nontaxable benefits
    $10,042
    Filer's total
    $167,585

  • MARTIN VALADEZ TORRES

    VP OF STRATEGIC INITIATES

    Total calculated
    $165,099
    From this org
    $144,659
    From related orgs
    $0
    Other
    $20,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,659
    Bonus
    $0
    Other
    $0
    Deferred
    $10,464
    Nontaxable benefits
    $9,976
    Filer's total
    $165,099

  • KAZHIRO SONODA

    PROFESSOR ARTS & SCIENCE

    Total calculated
    $151,117
    From this org
    $140,952
    From related orgs
    $0
    Other
    $10,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,952
    Bonus
    $0
    Other
    $0
    Deferred
    $9,867
    Nontaxable benefits
    $298
    Filer's total
    $151,117

  • JOEL THOME

    CHAIR, DEPARTMENT OF NURSING

    Total calculated
    $166,603
    From this org
    $146,020
    From related orgs
    $0
    Other
    $20,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,020
    Bonus
    $0
    Other
    $22,000
    Deferred
    $10,221
    Nontaxable benefits
    $10,362
    Filer's total
    $166,603

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
HERITAGE UNIVERSITY PURCHASED A HOUSE ON 7/1/2011 FOR USE BY THE PRESIDENT AS A PERSONAL RESIDENCE AND OTHER UNIVERSITY FUNCTIONS. THE PERSONAL USE OF THE HOUSE IS TREATED AS TAXABLE COMPENSATION TO DR. SUND. TAXABLE GROSS UP PAYMENTS ARE MADE TO THE PRESIDENT RELATING TO CERTAIN TAXABLE BENEFITS. THE UNIVERSITY ALSO PROVIDES GYM FEES, SOCIAL CLUB DUES, AS WELL AS VARIOUS OTHER PERSONAL SERVICES WHILE ON CAMPUS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.5
Source object
202601359349310005

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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