Skip to content
Nonprofiteer
← HERITAGE UNIVERSITY

Form 990 for tax year 2023

Filed by HERITAGE UNIVERSITY.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 30 March 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$31,979,056 changed to $31,975,643
Total expenses
$29,276,334 changed to $29,316,058
Contributions and grants received
$5,787,703 changed to $6,109,368
Grants paid
$3,684,952 changed to $3,540,553
Program service revenue
$23,685,416 changed to $23,761,410
Investment income
$1,486,774 changed to $1,572,165
Other revenue
$1,019,163 changed to $532,700
Total assets, end of year
$78,627,029 changed to $80,770,321
Total liabilities, end of year
$11,234,258 changed to $13,326,157
Net assets or fund balances, end of year
$67,392,771 changed to $67,444,164
Program services expenses
$21,748,085 changed to $21,603,686
Management and general expenses
$6,513,323 changed to $6,697,446
Program service expenses (Part III)
$21,748,085 changed to $21,603,686

Totals

Total revenue
$31,979,056
Total expenses
$29,276,334
Contributions and grants received
$5,787,703
Grants paid
$3,684,952
Program service revenue
$23,685,416
Investment income
$1,486,774
Other revenue
$1,019,163
Total assets, end of year
$78,627,029
Total liabilities, end of year
$11,234,258
Net assets or fund balances, end of year
$67,392,771
Program services expenses (Part IX)
$21,748,085
Management and general expenses
$6,513,323
Fundraising expenses
$1,014,926
Program service expenses (Part III)
$21,748,085

Program services were 74.3% 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
    $359,303
    From this org
    $326,150
    From related orgs
    $0
    Other
    $33,153
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,750
    Bonus
    $0
    Other
    $44,400
    Deferred
    $22,830
    Nontaxable benefits
    $10,323
    Filer's total
    $359,303

  • BOB GERST

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SAUNDRA HILL

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • HENRY STROM

    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 CHILTON

    BOARD MEMBER

    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

  • 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

  • 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

  • BRIAN NEWHOUSE

    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 GARDNER GATES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NICHOLE JMAHER

    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

  • STEVEN SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ARLEN WASHINES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELLEN WALLACH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BARRY WARNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAURA REHRMANN

    BOARD MEMBER (THRU 07/23)

    Total calculated
    $0
    Hours/week
    1

  • DR MELISSA HILL

    PROVOST/VP OF ACADEMIC AFFAIRS

    Total calculated
    $150,331
    From this org
    $130,240
    From related orgs
    $0
    Other
    $20,091
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,240
    Bonus
    $0
    Other
    $0
    Deferred
    $9,734
    Nontaxable benefits
    $10,357
    Filer's total
    $150,331

  • THOMAS RICHTER CFOVP OF

    ADMINISTRATION (THRU 10/23)

    Total calculated
    $123,764
    From this org
    $108,139
    From related orgs
    $0
    Other
    $15,625
    Hours/week
    40

  • SAUNDRA FLEMING

    INTERIM CFO

    Total calculated
    $0
    Hours/week
    40

  • KAZUHIRO SONODA

    PROFESSOR ARTS & SCIENCE

    Total calculated
    $153,670
    From this org
    $143,352
    From related orgs
    $0
    Other
    $10,318
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,802
    Bonus
    $0
    Other
    $8,550
    Deferred
    $10,035
    Nontaxable benefits
    $283
    Filer's total
    $153,670

  • CHRISTINA NYIRATI

    CHAIR, DEPT OF NURSING DIRECTOR

    Total calculated
    $158,061
    From this org
    $137,944
    From related orgs
    $0
    Other
    $20,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,944
    Bonus
    $0
    Other
    $0
    Deferred
    $9,790
    Nontaxable benefits
    $10,327
    Filer's total
    $158,061

  • DAVID WISE

    VP OF ADVANCEMENT/MARKETING

    Total calculated
    $157,223
    From this org
    $137,132
    From related orgs
    $0
    Other
    $20,091
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,132
    Bonus
    $0
    Other
    $0
    Deferred
    $9,734
    Nontaxable benefits
    $10,357
    Filer's total
    $157,223

  • COREY HODGE

    VP OF STUDENT AFFAIRS

    Total calculated
    $156,733
    From this org
    $136,650
    From related orgs
    $0
    Other
    $20,083
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,650
    Bonus
    $0
    Other
    $0
    Deferred
    $9,734
    Nontaxable benefits
    $10,349
    Filer's total
    $156,733

  • JOEL THOME

    ASSOCIATE PROFESSOR

    Total calculated
    $132,645
    From this org
    $114,298
    From related orgs
    $0
    Other
    $18,347
    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
THE PRESIDENT RECEIVES A TAXABLE MONTHLY HOUSING STIPEND. 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
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349311729

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

The source document this was parsed from is served over the API, which is where bulk and document access live.