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HERITAGE U LEVERAGE LENDER

EIN 47-5284384 TOPPENISH, WA

Revenue 2022
$34,664
Expenses 2022
$34,664

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Street
3240 FORT RD

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).

Officers and directors · 2022

As listed in Part VII of the 2022 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ANDREW SUND

    PRESIDENT, HERITAGE UNIVER

    Total calculated
    $359,287
    From this org
    $0
    From related orgs
    $326,150
    Other
    $33,137
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

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

    VP ADVANCEMENT, HERITAGE U

    Total calculated
    $159,125
    From this org
    $0
    From related orgs
    $139,050
    Other
    $20,075
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,050 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,734 related
    Nontaxable benefits
    $0 + $10,341 related
    Filer's total
    $0 + $159,125 related
  • THOMAS RICHTER

    CFO/VP OF ADMINISTRATION

    Total calculated
    $149,391
    From this org
    $0
    From related orgs
    $139,050
    Other
    $10,341
    Hours/week
    1 + 40 related
  • PATRICK OSHIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • KAZUHIRO SONODA

    PROVOST

    Total calculated
    $163,014
    From this org
    $0
    From related orgs
    $152,100
    Other
    $10,914
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,100 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,647 related
    Nontaxable benefits
    $0 + $267 related
    Filer's total
    $0 + $163,014 related
  • DR MELISSA HILL

    INTERIM PROVOST

    Total calculated
    $159,125
    From this org
    $0
    From related orgs
    $139,050
    Other
    $20,075
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,050 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,734 related
    Nontaxable benefits
    $0 + $10,341 related
    Filer's total
    $0 + $159,125 related

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 — 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

  • 2022
    Revenue
    $34,664
    Expenses
    $34,664
    Contributions
    $0
    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.

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

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

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 2022 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

Not present in the most recent drop.

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.