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Heritage Works Inc

  • Dubuque, IA
  • Tax-exempt since June 2015
  • EIN: 47-4071538

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.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$471k (2023)

Expenses
$340k (2023)

Total Assets
$8.42M (2023)

Total Liabilities
$8.25M (2023)

Source: Form 990 tax filings from 2015 to 2023

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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$471,053
Expenses
$340,277
Net Income
$130,776
Net Assets
$170,413
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $55,909
11.9%
Interest Revenue $135,801
28.8%
Dividends $0
Sales of Assets $0
Other Income $279,343
59.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $152,323
44.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,416,854
Total Liabilities $8,246,441
Net Assets $170,413
Compensation
Key Employees and Officers Compensation Other
Duane Hagerty (President) $93,154 $6,580
William Doyle (Vice President) $59,169 $4,157
Dave Klavitter (Chairman) $0 $0
Mary Gronen (Director) $0 $0
Flint Drake (Director) $0 $0
Susan Farber (Director) $0 $0
Erin Dragotto (Director) $0 $0
Erica Haugen (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$282,171
Expenses
$312,318
Net Income
-$30,147
Net Assets
$39,637
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $143,347
50.8%
Interest Revenue $19
0.0%
Dividends $0
Sales of Assets $0
Other Income $138,805
49.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $91,005
29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $39,637
Total Liabilities $0
Net Assets $39,637
Compensation
Key Employees and Officers Compensation Other
Duane Hagerty (President) $91,005 $6,082
Dave Klavitter (Chairman) $0 $0
John Gronen (Vice President) $0 $0
John Butler (Treasurer) $0 $0
Mary Gronen (Director) $0 $0
Flint Drake (Director) $0 $0
Debi Butler (Director) $0 $0
Susan Farber (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$356,662
Expenses
$308,226
Net Income
$48,436
Net Assets
$69,784
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $204,850
57.4%
Interest Revenue $29
0.0%
Dividends $0
Sales of Assets $0
Other Income $151,783
42.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $86,826
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $69,784
Total Liabilities $0
Net Assets $69,784
Compensation
Key Employees and Officers Compensation Other
Duane Hagerty (President) $86,826 $5,881
Dave Klavitter (Chairman) $0 $0
John Gronen (Vice President) $0 $0
John Butler (Treasurer) $0 $0
Mary Gronen (Director) $0 $0
Flint Drake (Director) $0 $0
Debi Butler (Director) $0 $0
Susan Farber (Director) $0 $0
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Document Links

990-PF
Filed on March 28, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,485
Expenses
$211,883
Net Income
-$98,398
Net Assets
$21,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $35,059
30.9%
Interest Revenue $38
0.0%
Dividends $0
Sales of Assets $0
Other Income $78,388
69.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $85,894
40.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $53,248
Total Liabilities $31,900
Net Assets $21,348
Compensation
Key Employees and Officers Compensation Other
Duane Hagerty (President) $85,894 $6,572
Dave Klavitter (Chairman) $0 $0
John Gronen (Vice President) $0 $0
John Butler (Treasurer) $0 $0
Mary Gronen (Director) $0 $0
Flint Drake (Director) $0 $0
Debi Butler (Director) $0 $0
Susan Farber (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,244
Expenses
$239,975
Net Income
-$177,731
Net Assets
$119,745
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $28,368
45.6%
Interest Revenue $2,448
3.9%
Dividends $0
Sales of Assets $0
Other Income $31,428
50.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $78,750
32.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $119,746
Total Liabilities $1
Net Assets $119,745
Compensation
Key Employees and Officers Compensation Other
Duane Hagerty (Ceo/President) $78,750 $12,156
John Butler (Chairman) $0 $0
John Gronen (Vice President) $0 $0
Mary Gronen (Director) $0 $0
Dave Klavitter (Treasurer) $0 $0
Flint Drake (Director) $0 $0
Debi Butler (Director) $0 $0
Susan Farber (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,455
Expenses
$245,055
Net Income
-$175,600
Net Assets
$297,477
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,840
8.4%
Interest Revenue $4,612
6.6%
Dividends $0
Sales of Assets $0
Other Income $59,003
85.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $78,750
32.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $298,549
Total Liabilities $1,072
Net Assets $297,477
Compensation
Key Employees and Officers Compensation Other
Duane Hagerty (Ceo/President) $78,750 $21,522
John Butler (Chairman) $0 $0
John Gronen (Vice President) $0 $0
Mary Gronen (Director) $0 $0
Dave Klavitter (Treasurer) $0 $0
Flint Drake (Director) $0 $0
Debi Butler (Director) $0 $0
Susan Farber (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$392,665
Expenses
$215,207
Net Income
$177,458
Net Assets
$473,077
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $360,337
91.8%
Interest Revenue $1,849
0.5%
Dividends $0
Sales of Assets $0
Other Income $30,479
7.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $78,750
36.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $473,249
Total Liabilities $172
Net Assets $473,077
Compensation
Key Employees and Officers Compensation Other
Duane Hagerty (Ceo) $78,750 $8,703
John Butler (Chairman) $0 $0
John Gronen (Director) $0 $0
Mary Gronen (Director) $0 $0
Dave Klavitter (Director) $0 $0
Flint Drake (Director) $0 $0
Debi Butler (Director) $0 $0
Nathaniel Kapraun (Director) $0 $0
Susan Farber (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$443,623
Expenses
$276,718
Net Income
$166,905
Net Assets
$295,619
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $423,208
95.4%
Interest Revenue $43
0.0%
Dividends $0
Sales of Assets $0
Other Income $20,372
4.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $77,164
27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $295,908
Total Liabilities $289
Net Assets $295,619
Compensation
Key Employees and Officers Compensation Other
Duane Haggerty (Ceo) $77,164 $8,949
John Butler (Chairman) $0 $0
John Gronen (Director) $0 $0
Mary Gronen (Director) $0 $0
Dave Klavitter (Director) $0 $0
Flint Drake (Director) $0 $0
Debi Butler (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$238,257
Expenses
$109,543
Net Income
$128,714
Net Assets
$128,714
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $235,462
98.8%
Interest Revenue $10
0.0%
Dividends $0
Sales of Assets $0
Other Income $2,785
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,391
1.3%
Compensation of Officers* $72,115
65.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $129,227
Total Liabilities $513
Net Assets $128,714

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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 »

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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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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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