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Heritage Account Inc

  • Saint Louis, MO
  • Tax-exempt since July 1982
  • EIN: 43-1254069

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$105k (2024)

Expenses
$11.8k (2024)

Total Assets
$278k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$104,888
Expenses
$11,794
Net Income
$93,094
Net Assets
$278,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,700
7.3%
Program Services $0
Investment Income $8,078
7.7%
Net Fundraising $89,110
85.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $278,102
Total Liabilities $0
Net Assets $278,102
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Marguerite Garrick (Director) $0 $0
Sandra Charles (Director) $0 $0
Anne Carman (Director) $0 $0
Joyce Cornwell (Director) $0 $0
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Document Links

990-EZ
Filed on Oct. 31, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$14,415
Expenses
$70,275
Net Income
-$55,860
Net Assets
$185,008
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,540
59.2%
Program Services $0
Investment Income $5,875
40.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $185,008
Total Liabilities $0
Net Assets $185,008
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Marguerite Garrick (Director) $0 $0
Sandra Charles (Director) $0 $0
Anne Carman (Director) $0 $0
Constance Hawley (Director) $0 $0
Joyce Cornwell (Director) $0 $0
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990-EZ
Filed on Nov. 21, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$194,999
Expenses
$65,961
Net Income
$129,038
Net Assets
$240,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $120,841
62.0%
Program Services $0
Investment Income $2,911
1.5%
Net Fundraising $71,247
36.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $240,868
Total Liabilities $0
Net Assets $240,868
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Marguerite Garrick (Director) $0 $0
Sandra Charles (Director) $0 $0
Anne Carman (Director) $0 $0
Constance Hawley (Director) $0 $0
Joyce Cornwell (Director) $0 $0
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990-EZ
Filed on Dec. 5, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$25,530
Expenses
$19,551
Net Income
$5,979
Net Assets
$111,830
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,825
42.4%
Program Services $0
Investment Income $1,686
6.6%
Net Fundraising $12,955
50.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $64
0.3%
Assets/Debt
Total Assets $111,830
Total Liabilities $0
Net Assets $111,830
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Marguerite Garrick (Director) $0 $0
Sandra Charles (Director) $0 $0
Anne Carman (Director) $0 $0
Connie Burkhardt (Director) $0 $0
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Document Links

990-EZ
Filed on Oct. 22, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,607
Expenses
$34,981
Net Income
-$13,374
Net Assets
$105,851
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,402
52.8%
Program Services $0
Investment Income $2,249
10.4%
Net Fundraising $7,956
36.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $105,851
Total Liabilities $0
Net Assets $105,851
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Marguerite Garrick (Director) $0 $0
Sandra Charles (Director) $0 $0
Anne Carman (Director) $0 $0
Connie Burkhardt (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 2, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$12,825
Expenses
$29,095
Net Income
-$16,270
Net Assets
$119,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,930
93.0%
Program Services $0
Investment Income $878
6.8%
Net Fundraising $0
Sales of Assets $17
0.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $119,225
Total Liabilities $0
Net Assets $119,225
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Marguerite Garrick (Director) $0 $0
Sandra Charles (Director) $0 $0
Laura Shaughnessy (Director) $0 $0
Anne Carman (Director) $0 $0
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990-EZ
Filed on Oct. 10, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,285
Expenses
$56,437
Net Income
$40,848
Net Assets
$135,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,885
14.3%
Program Services $0
Investment Income $812
0.8%
Net Fundraising $82,588
84.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $135,495
Total Liabilities $0
Net Assets $135,495
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Marguerite Garrick (Director) $0 $0
Sandra Charles (Director) $0 $0
Laura Shaughnessy (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 29, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,134
Expenses
$53,128
Net Income
-$18,994
Net Assets
$91,914
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,010
73.3%
Program Services $0
Investment Income $853
2.5%
Net Fundraising $7,641
22.4%
Sales of Assets $630
1.8%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $91,914
Total Liabilities $0
Net Assets $91,914
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Michelle Harris (Director) $0 $0
Sandra Charles (Director) $0 $0
Laura Shaughnessy (Director) $0 $0
+ View more people

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990-EZ
Filed on Oct. 19, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$78,496
Expenses
$96,627
Net Income
-$18,131
Net Assets
$110,865
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,566
98.8%
Program Services $0
Investment Income $930
1.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $110,865
Total Liabilities $0
Net Assets $110,865
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Catherine Merkel (Director) $0 $0
Sandra Charles (Director) $0 $0
Anne Von Der Heydt (Director) $0 $0
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990-EZ
Filed on Oct. 31, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,276
Expenses
$50,900
Net Income
$16,376
Net Assets
$128,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,280
98.5%
Program Services $0
Investment Income $996
1.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $128,996
Total Liabilities $0
Net Assets $128,996
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Mary Rumy (Director) $0 $0
Sandra Charles (Director) $0 $0
Anne Von Der Heydt (Director) $0 $0
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990-EZ
Filed on Nov. 17, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,412
Expenses
$45,072
Net Income
$34,340
Net Assets
$112,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,726
99.1%
Program Services $0
Investment Income $686
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $112,620
Total Liabilities $0
Net Assets $112,620
Compensation
Key Employees and Officers Compensation Other
Jane Gleason (Director) $0 $0
Jean Saunders (Director) $0 $0
Juanita Hinshaw (Director) $0 $0
Richard Overton (Dirctor) $0 $0
Carolyn Farrell (Director) $0 $0
Lynn Vogel (Director) $0 $0
William R Diepenbrock Jr (Director) $0 $0
Helga Lunsford (Director) $0 $0
Sandra Charles (Director) $0 $0
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990-EZ
Filed on Oct. 27, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,159
Expenses
$76,207
Net Income
-$22,048
Net Assets
$78,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,080
99.9%
Program Services $0
Investment Income $79
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $78,280
Total Liabilities $0
Net Assets $78,280

Document Links

990-EZ
Filed on Nov. 21, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$93,511
Expenses
$100,456
Net Income
-$6,945
Net Assets
$100,328
Notable Sources of Revenue Percent of Total Revenue
Contributions $95,443
> 100%
Program Services $0
Investment Income $149
0.2%
Net Fundraising -$2,081
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $100,328
Total Liabilities $0
Net Assets $100,328

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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