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Nonprofiteer
← HERITAGE UNIVERSITY

Form 990 for tax year 2022

Filed by HERITAGE UNIVERSITY.

Totals

Total revenue
$31,129,982
Total expenses
$28,378,099
Contributions and grants received
$3,030,844
Grants paid
$4,708,433
Program service revenue
$24,052,747
Investment income
$460,579
Other revenue
$3,585,812
Total assets, end of year
$69,939,929
Total liabilities, end of year
$8,643,276
Net assets or fund balances, end of year
$61,296,653
Program services expenses (Part IX)
$20,388,635
Management and general expenses
$7,198,634
Fundraising expenses
$790,830
Program service expenses (Part III)
$20,388,635

Program services were 71.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREW SUND

    HERITAGE PRESIDENT

    Total calculated
    $359,287
    From this org
    $326,150
    From related orgs
    $0
    Other
    $33,137
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,750
    Bonus
    $0
    Other
    $44,400
    Deferred
    $22,830
    Nontaxable benefits
    $10,307
    Filer's total
    $359,287

  • KATHLEEN C HILTON

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK OSHIE

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BOB GERST

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROY SIMMS

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KARLA FARINA

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS LAWRENCE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BRAD HILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH MENDOZA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GERARDO RUELAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HENRY STROM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JILL FALK

    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

  • LAURA REHRMANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LORI ARVISO ALVORD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARICELA SANCHEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL GOETTL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL GUIDON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE GONZALEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIMI GARDNERGATES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NICHOLE J MAHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL CHILES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PHILIP RIGDON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RUSSELL LIDMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SAUNDRA HILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVEN SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KAZUHIRO SONODA

    PROVOST (THRU 07/22)

    Total calculated
    $163,014
    From this org
    $152,100
    From related orgs
    $0
    Other
    $10,914
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,100
    Bonus
    $0
    Other
    $0
    Deferred
    $10,647
    Nontaxable benefits
    $267
    Filer's total
    $163,014

  • DR MELISSA HILL

    INTERIM PROVOST (AS OF 07/22)

    Total calculated
    $150,615
    From this org
    $130,540
    From related orgs
    $0
    Other
    $20,075
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,540
    Bonus
    $0
    Other
    $0
    Deferred
    $9,734
    Nontaxable benefits
    $10,341
    Filer's total
    $150,615

  • THOMAS RICHTER

    CFO/VP OF ADMINISTRATION

    Total calculated
    $132,521
    From this org
    $122,180
    From related orgs
    $0
    Other
    $10,341
    Hours/week
    40

  • CHRISTINA NYIRATI

    CHAIR, DEPT OF NURSING/DIRECTOR OF NURSING PROGRAM

    Total calculated
    $158,047
    From this org
    $137,944
    From related orgs
    $0
    Other
    $20,103
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $90,885
    Bonus
    $0
    Other
    $47,059
    Deferred
    $9,790
    Nontaxable benefits
    $10,313
    Filer's total
    $158,047

  • DAVID WISE

    VP OF ADVANCEMENT

    Total calculated
    $157,207
    From this org
    $137,132
    From related orgs
    $0
    Other
    $20,075
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,132
    Bonus
    $0
    Other
    $0
    Deferred
    $9,734
    Nontaxable benefits
    $10,341
    Filer's total
    $157,207

  • MELVIN SIMOYI

    PROJECT DIRECTOR

    Total calculated
    $144,834
    From this org
    $125,634
    From related orgs
    $0
    Other
    $19,200
    Hours/week
    40

  • DIANNE FERNANDEZ

    FINANCIAL AID DIRECTOR

    Total calculated
    $139,344
    From this org
    $120,730
    From related orgs
    $0
    Other
    $18,614
    Hours/week
    40

  • JOEL THOME

    ASSOCIATE PROFESSOR

    Total calculated
    $132,608
    From this org
    $114,298
    From related orgs
    $0
    Other
    $18,310
    Hours/week
    40

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • HERITAGE U LEVERAGE LENDER

    501(C)(3) · LEVERAGE LENDING SUPPORT FOR HERITAGE UNIVERSITY · WA · controlled entity

    Directly controlled by HERITAGE UNIVERSITY

  • HERITAGE U BUILDING SUPPORT

    501(C)(3) · BUILDING SUPPORT FOR HERITAGE UNIVERSITY · WA · controlled entity

    Directly controlled by HERITAGE UNIVERSITY

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202401359349313935

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

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