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← HERITAGE ACTION FOR AMERICA

Form 990 for tax year 2022

Filed by HERITAGE ACTION FOR AMERICA.

Totals

Total revenue
$20,906,989
Total expenses
$20,985,466
Contributions and grants received
$20,072,708
Grants paid
$4,267,967
Program service revenue
$767,496
Investment income
$39,490
Other revenue
$27,295
Total assets, end of year
$6,408,530
Total liabilities, end of year
$1,439,981
Net assets or fund balances, end of year
$4,968,549
Program services expenses (Part IX)
$16,929,352
Management and general expenses
$854,772
Fundraising expenses
$3,201,342
Program service expenses (Part III)
$16,929,352

Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $400,000

  • 1f · All other contributions, gifts and grants

    $19,672,708

  • 1g · Noncash contributions included above

    $158,976

  • 2a · Program service revenue: POLICY ADVISORY SERVIC

    total $767,496 · related or exempt $767,496

  • 3 · Investment income

    total $40,349 · excluded $40,349

  • 7a · Gross sales of assets other than inventory

    securities $158,117

  • 7b · Less cost or other basis and sales expenses

    securities $158,976

  • 7c · Gain or loss

    securities -$859

  • 7d · Net gain or loss

    total -$859 · excluded -$859

  • 11a · Other revenue: OTHER INCOME

    total $27,295 · excluded $27,295

  • 11e · Other revenue, total

    $27,295

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,267,967 · program services $4,267,967

  • 5 · Compensation of officers, directors and key employees

    total $856,126 · program services $643,762 · management and general $102,048 · fundraising $110,316

  • 7 · Other salaries and wages

    total $2,651,184 · program services $2,053,089 · management and general $307,017 · fundraising $291,078

  • 8 · Pension plan contributions

    total $120,542 · program services $72,325 · management and general $42,190 · fundraising $6,027

  • 9 · Other employee benefits

    total $157,161 · program services $92,756 · management and general $1,906 · fundraising $62,499

  • 10 · Payroll taxes

    total $200,088 · program services $200,088

  • 11b · Fees: legal

    total $1,717,341 · program services $1,390,365 · management and general $68,785 · fundraising $258,191

  • 11c · Fees: accounting

    total $107,870 · program services $82,460 · management and general $11,219 · fundraising $14,191

  • 11d · Fees: lobbying

    total $572,364 · program services $572,364

  • 11e · Fees: professional fundraising services

    total $59,367 · fundraising $59,367

  • 11f · Fees: investment management

    total $1,897 · management and general $1,897

  • 11g · Fees: other

    total $3,785,295 · program services $2,318,536 · management and general $139,028 · fundraising $1,327,731

  • 12 · Advertising and promotion

    total $712,072 · program services $459,573 · management and general $8,283 · fundraising $244,216

  • 13 · Office expenses

    total $2,163,280 · program services $1,804,588 · management and general $14,279 · fundraising $344,413

  • 14 · Information technology

    total $1,009,261 · program services $874,930 · management and general $52,812 · fundraising $81,519

  • 16 · Occupancy

    total $181,281 · program services $157,462 · management and general $14,326 · fundraising $9,493

  • 17 · Travel

    total $462,157 · program services $380,927 · management and general $32,753 · fundraising $48,477

  • 19 · Conferences, conventions and meetings

    total $1,826,216 · program services $1,455,219 · management and general $35,975 · fundraising $335,022

  • 22 · Depreciation, depletion and amortization

    total $5,343 · program services $4,311 · management and general $217 · fundraising $815

  • 23 · Insurance

    total $29,946 · program services $17,968 · management and general $10,481 · fundraising $1,497

  • 24a · Other expenses: BOOKS & PRODUCTS

    total $35,194 · program services $31,975 · management and general $317 · fundraising $2,902

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $33,417 · program services $21,060 · management and general $10,555 · fundraising $1,802

  • 24c · Other expenses: HONORARIA & WRITER'S FE

    total $25,000 · program services $25,000

  • 24d · Other expenses: OTHER EXPENSES

    total $5,097 · program services $2,627 · management and general $684 · fundraising $1,786

  • 26 · Joint costs (an allocation of the lines above)

    total $2,508,855 · program services $2,282,992 · management and general $0 · fundraising $225,863

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,521,084 · end of year $4,005,355

  • 3 · Pledges and grants receivable

    beginning of year $336,049 · end of year $261,994

  • 9 · Prepaid expenses and deferred charges

    beginning of year $67,584 · end of year $41,178

  • 10a · Land, buildings and equipment: cost or other basis

    $165,060

  • 10b · Land, buildings and equipment: accumulated depreciation

    $142,749

  • 10c · Land, buildings and equipment, net

    beginning of year $19,398 · end of year $22,311

  • 12 · Investments: other securities

    beginning of year $1,960,297 · end of year $1,949,775

  • 15 · Other assets

    beginning of year $153,655 · end of year $127,917

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,119,911 · end of year $815,173

  • 25 · Other liabilities

    beginning of year $842,156 · end of year $624,808

  • 27 · Net assets without donor restrictions

    beginning of year $4,870,500 · end of year $4,968,549

  • 28 · Net assets with donor restrictions

    beginning of year $225,500 · end of year $0

Mission and programs · 2022

Mission

HERITAGE ACTION FOR AMERICA PROMOTES CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE.

Activities or mission (Part I)

HERITAGE ACTION FOR AMERICA, INC. ("HAFA OR "THE ORGANIZATION") PROMOTES CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE.

  • GRASSROOTS ADVOCACY & CAPITOL HILL OUTREACH, AND EDUCATIONAL ACTIVITIES.

    Expenses $16,929,352 · Grants $4,267,967 · Revenue $767,496

As filed on the 2022 return.

Listed in Part VII

  • Jessica Anderson

    EXECUTIVE DIRECTOR

    Total calculated
    $535,220
    From this org
    $479,432
    From related orgs
    $0
    Other
    $55,788
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $308,155
    Bonus
    $170,525
    Other
    $752
    Deferred
    $27,497
    Nontaxable benefits
    $34,407
    Filer's total
    $541,336

  • Sean Fieler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jerry Grossman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • William J Hume

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Rebekah Mercer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Nersi Nazari PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Garrett Bess

    VICE PRESIDENT

    Total calculated
    $312,220
    From this org
    $270,121
    From related orgs
    $0
    Other
    $42,099
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $209,130
    Bonus
    $60,425
    Other
    $566
    Deferred
    $13,808
    Nontaxable benefits
    $30,863
    Filer's total
    $314,792

  • Janae Stracke

    VP, FIELD OPERATIONS

    Total calculated
    $182,340
    From this org
    $161,413
    From related orgs
    $0
    Other
    $20,927
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,606
    Bonus
    $13,550
    Other
    $257
    Deferred
    $8,249
    Nontaxable benefits
    $15,079
    Filer's total
    $184,741

  • Ian Artinger

    VP, DIGITAL ADVOCACY

    Total calculated
    $181,810
    From this org
    $144,942
    From related orgs
    $0
    Other
    $36,868
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,284
    Bonus
    $10,425
    Other
    $233
    Deferred
    $8,577
    Nontaxable benefits
    $30,685
    Filer's total
    $184,204

  • Ryan Walker

    VP, GOVERNMENT RELATIONS

    Total calculated
    $177,703
    From this org
    $144,698
    From related orgs
    $0
    Other
    $33,005
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,066
    Bonus
    $15,425
    Other
    $207
    Deferred
    $7,382
    Nontaxable benefits
    $27,614
    Filer's total
    $179,694

  • Noah Weinrich

    DIRECTOR, COMMUNICATIONS

    Total calculated
    $151,660
    From this org
    $117,121
    From related orgs
    $0
    Other
    $34,539
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $107,560
    Bonus
    $9,425
    Other
    $136
    Deferred
    $6,249
    Nontaxable benefits
    $33,163
    Filer's total
    $156,533

  • Randall Gibson Jr

    DIRECTOR, SENATE RELATIONS

    Total calculated
    $140,086
    From this org
    $119,629
    From related orgs
    $0
    Other
    $20,457
    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 · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
FIRST-CLASS OR CHARTER TRAVEL : HERITAGE ACTION FOR AMERICA ("HAFA") ALLOWS FIRST-CLASS OR CHARTER TRAVEL FOR CERTAIN APPROVED STAFF IN CERTAIN CIRCUMSTANCES, SUCH AS INTERNATIONAL TRAVEL, AND ONLY WHEN CONDUCTING OFFICIAL BUSINESS FOR HAFA. IN ACCORDANCE WITH HAFA'S TRAVEL POLICIES, ANY AMOUNT PAID BY HAFA FOR ANY TRAVEL BY ANY EMPLOYEE THAT IS NOT BUSINESS RELATED IS REQUIRED TO BE REIMBURSED BY THE INDIVIDUAL TO HAFA OR IS INCLUDED IN THE INDIVIDUAL'S REPORTABLE COMPENSATION ON FORM W-2, BOX 5, AND INCLUDED IN PART VII OF THE FORM 990 AND SCHEDULE J, PART II.
PART I, LINE 7
A PORTION OF MANAGEMENT COMPENSATION IS IN THE FORM OF AN ANNUAL BONUS. MANAGEMENT BONUSES ARE CONTINGENT ON ACHIEVING THE ORGANIZATION'S MISSION AS WELL AS ON THEIR OWN PERFORMANCE AND ACHIEVEMENT OF ESTABLISHED GOALS. GOALS ARE REVIEWED MID-YEAR AND ANNUALLY, AND QUARTERLY REPORTS OF ORGANIZATION ACTIVITIES ARE PROVIDED TO THE BOARD OF DIRECTORS.

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

  • SENTINEL ACTION FUND

    $4,250,000

    POLITICAL ACTIVITIES

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • AMERICAN DREAM BROADCASTING INC

    C · BROADCASTING SERVICES · DC · 100% owned · share of assets $4,059 · controlled entity

    Directly controlled by HERITAGE ACTION FOR AMERICA

Provenance

Return type
form_990
Tax year
2022
Filed
5 July 2023
IRS schema version
2022v5.0
Source object
202321869349301002

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