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HERITAGE K-8 CHARTER

EIN 30-0176736 SAN DIEGO, CA

Browse the largest nonprofits in California

Revenue 2024
$17,503,024
Expenses 2024
$15,629,715

Program services were 56.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B29
Classification
2000
Street
6401 LINDA VISTA ROAD ROOM 607

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

5 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (ROOM 607). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

PUBLIC SCHOOL EDUCATION K-8 ELEMENTARY SCHOOL

Activities or mission (Part I)

TO OPERATE, MANAGE, GUIDE AND DIRECT HERITAGE K-8 PUBLIC CHARTER SCHOOL

  • A CALIFORNIA PUBLIC CHARTER SCHOOL FOR GRADES KINDERGARTEN THROUGH EIGHTH.

    Expenses $8,835,332

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Shawn Roner

    Executive Dir.

    Total calculated
    $303,202
    From this org
    $0
    From related orgs
    $243,343
    Other
    $59,859
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $243,343 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $44,491 related
    Nontaxable benefits
    not reported + $15,368 related
    Filer's total
    not reported + $303,202 related
  • Jonathan Takagi

    BUSINESS MGR

    Total calculated
    $222,532
    From this org
    $0
    From related orgs
    $173,053
    Other
    $49,479
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $173,053 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $34,111 related
    Nontaxable benefits
    not reported + $15,368 related
    Filer's total
    not reported + $222,532 related
  • Sandra Knapp

    PRINCIPAL

    Total calculated
    $189,682
    From this org
    $147,162
    From related orgs
    $0
    Other
    $42,520
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,162
    Bonus
    not reported
    Other
    not reported
    Deferred
    $28,417
    Nontaxable benefits
    $14,103
    Filer's total
    $189,682
  • Marc Gilbertson

    PRINCIPAL

    Total calculated
    $188,967
    From this org
    $161,235
    From related orgs
    $0
    Other
    $27,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,235
    Bonus
    not reported
    Other
    not reported
    Deferred
    $27,732
    Nontaxable benefits
    not reported
    Filer's total
    $188,967
  • Jason Gaylord

    PRINCIPAL

    Total calculated
    $164,152
    From this org
    $131,867
    From related orgs
    $0
    Other
    $32,285
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,867
    Bonus
    not reported
    Other
    not reported
    Deferred
    $24,435
    Nontaxable benefits
    $7,850
    Filer's total
    $164,152
  • Daryll Johnson

    DATA COORDINATOR

    Total calculated
    $124,373
    From this org
    $105,895
    From related orgs
    $0
    Other
    $18,478
    Hours/week
    40
  • Denise Lasley

    TEACHER

    Total calculated
    $114,259
    From this org
    $98,434
    From related orgs
    $0
    Other
    $15,825
    Hours/week
    40
  • Brian Williams

    President

    Total calculated
    $0
    Hours/week
    2
  • Matt Pound

    Vice President

    Total calculated
    $0
    Hours/week
    2
  • Steve Tugwell

    CFO

    Total calculated
    $0
    Hours/week
    2
  • Audra Catlett

    CLERK

    Total calculated
    $0
    Hours/week
    2
  • Barry Coley

    MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Fadia Knight

    MEMBER

    Total calculated
    $0
    Hours/week
    2
  • John Class

    MEMBER

    Total calculated
    $0
    Hours/week
    2

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $17,503,024
    Expenses
    $15,629,715
    Contributions
    $17,173,632
    Grants paid
    $0
  • 2023
    Revenue
    $16,949,334
    Expenses
    $16,462,751
    Contributions
    $16,743,886
    Grants paid
    $0
  • 2022
    Revenue
    $17,146,469
    Expenses
    $14,002,529
    Contributions
    $17,146,469
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $13,882,654
    Expenses
    $15,239,402
    Assets (EOY)
    $6,469,529
  • 2020 · 990

    Revenue
    $12,057,601
    Expenses
    $10,995,332
    Assets (EOY)
    $6,858,341
  • 2019 · 990

    Revenue
    $11,830,810
    Expenses
    $13,047,810
    Assets (EOY)
    $6,736,183
  • 2018 · 990

    Revenue
    $11,974,770
    Expenses
    $10,286,960
    Assets (EOY)
    $6,981,749
  • 2017 · 990

    Revenue
    $10,179,229
    Expenses
    $10,204,810
    Assets (EOY)
    $5,831,431
  • 2016 · 990

    Revenue
    $7,464,803
    Expenses
    $6,812,177
    Assets (EOY)
    $5,778,098
  • 2015 · 990

    Revenue
    $5,870,059
    Expenses
    $4,940,521
    Assets (EOY)
    $4,962,180
  • 2014 · 990

    Revenue
    $4,726,292
    Expenses
    $4,276,626
    Assets (EOY)
    $4,295,886
  • 2013 · 990

    Revenue
    $4,306,454
    Expenses
    $4,022,593
    Assets (EOY)
    $3,676,388
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $4,851,566
    Assets (EOY)
    $3,627,548

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 11 November 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.