Heritage Action for America
Nonprofit profile at a glance
- EIN
- 272244700
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Washington, DC, USA
- Phone
- 2025485280
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Standard
- Sector
- Alliance/Advocacy Organizations
Reported finances
- Revenue
- $15,508,960
- Expenses
- $14,823,455
- Assets
- $5,502,328
- Liabilities
- $1,432,678
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
15 people listed
Executive titles in this filing
- KEVIN ROBERTS (PRESIDENT)
- RYAN WALKER (EXECUTIVE VICE PRESIDENT)
Highest reported compensation
- KEVIN ROBERTS (PRESIDENT): $950,545 total reported compensation
- DANIEL MAULER (GENERAL COUNSEL): $420,030 total reported compensation
- RYAN WALKER (EXECUTIVE VICE PRESIDENT): $415,882 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Heritage action for america promotes conservative public policies based on the principles of free enterprise, limited government, individual freedom, traditional american values, and a strong national defense.
What it reported doing in 2024
Grassroots advocacy & capitol hill outreach, and educational activities.
Operating model
- Revenue model
- Donor-supported. 76% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 72
- Transparency & Controls: 81
- Accountability: 86
- Sustainability: 35
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 76.5%; rating input score 77
- Program expense ratio: 80%; rating input score 80
- Fundraising efficiency: $4.83 raised per $1 spent on fundraising; rating input score 19; 19th percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.4%; rating input score 94; 22nd percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 83.3%; rating input score 83; 17th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 4.4%; rating input score 52; 52nd percentile among comparable filings
- Total-asset coverage ratio: 0.37; rating input score 10; 10th percentile among comparable filings
- Liabilities to assets ratio: 0.26; rating input score 51; 51st percentile among comparable filings
- Officer compensation ratio: 12.6%; rating input score 13; 13th percentile among comparable filings
Growth
- Program expense growth: 6.1% per year; rating input score 100; 50th percentile among comparable filings
- Revenue growth: 8.2% per year; rating input score 100; 66th percentile among comparable filings
- Asset growth: 4.5% per year; rating input score 100; 32nd percentile among comparable filings
Details
- Where the money goes: 76.5% of revenue deployed · 80% of spending went to programs
- Governance: 5 of 6 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $11.9M in reported program spending
- Leadership: top reported pay $951K · 15 people listed · 2 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $3.7M reported
- Consistency: 40 of 41 current checks pass · 1 finding to review
- Schedules: 9 filed schedules · includes major donors, grants, and executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 10 filed money-flow records
- Related organizations: 6 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 19/100.
- High — Sustainability: Total-asset coverage ratio scored 10/100.
- Review — Sustainability: Operating margin scored 52/100.
- Review — Accountability: Governance controls: Audit committee oversight not reported.
- High — Sustainability: Officer compensation ratio scored 13/100.
- Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
- Review — Sustainability: Liabilities to assets ratio scored 51/100.