Heritage Fellowship
Nonprofit profile at a glance
- EIN
- 274259117
- IRS 990-EZ coverage
- 2012–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2010
- Location
- Sumter, SC, USA
- Phone
- 8038833800
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
- Affiliation
- Christianity
Reported finances
- Revenue
- $31,770
- Expenses
- $26,562
- Assets
- $44,220
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
2 people listed
People named in this filing
- DANIEL B NICHOLS (MINISTER)
- DAVID JORDAN (MINISTER ASSISTANT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Church
What it reported doing in 2025
Church ministry
Operating model
- Revenue model
- Donor-supported. 100% 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.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 43
- Transparency & Controls: 82
- Sustainability: 50
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 39.7%; rating input score 40
- Program expense ratio: 47.4%; rating input score 47
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 16.4%; rating input score 68; 68th percentile among comparable filings
- Total-asset coverage ratio: 1.66; rating input score 61; 61st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 45.2%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: -15% per year; rating input score 0; 23rd percentile among comparable filings
- Revenue growth: -9.8% per year; rating input score 0; 25th percentile among comparable filings
- Asset growth: 3% per year; rating input score 100; 49th percentile among comparable filings
Details
- Where the money goes: 39.7% of revenue deployed · 47.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $13K in reported program spending
- Leadership: top reported pay $0 · 2 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 14 filing years from 2012 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 40/100.
- Moderate — Financial Efficiency: Program expense ratio scored 47/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 4/100.