Heritage Polonia Foundation

Nonprofit profile at a glance

EIN
921507313
IRS 990 coverage
2024–2024
Forms available
Form 990 2024, Form 990-EZ 2023, Form 990-N 2022
Location
Washington, DC, USA
Phone
7039733589
Rating
63
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Promotion of International Understanding

Official website

Reported finances

Revenue
$335,063
Expenses
$341,905
Assets
$101,617
Liabilities
$820

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • PIOTR TRABINSKI (PRESIDENT)
  • BEATA PASZYC (CEO)

Highest reported compensation

  • PIOTR TRABINSKI (PRESIDENT): $112,172 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The heritage polonia program is designed to achieve several key accomplishments that align with the foundation's mission of fostering greater understanding and collaboration between the citizens of poland and the united states.

What it reported doing in 2024

The 2024 heritage polonia program brought 26 young polish-american leaders to poland, immersing them in its rich culture, history, and modern society. Participants attended workshops, visited key landmarks, and connected with industry professionals. The program strengthened leadership skills and deepened their connection to poland, preparing them to become influential global citizens. Key events: workshop with renowned explorer marek kamiski: a leadership session inspiring participants through personal growth and exploration.genealogical workshop: led by ""your roots in poland association,"" teaching participants to uncover their family history.visit to the memorial auschwitz-birkenau: a profound visit to the historical site, offering deep reflections on history and memory.meeting with u.s. Ambassador mark brzezinski: a discussion on strengthening u.s.-poland relations.cultural exploration in krakw and zakopane: immersive experiences in these iconic polish regions, blending history, culture, and natural beauty. The heritage polonia program enhanced participants' understanding of polish culture and leadership skills, fostering deepened u.s.-poland ties. Their transformative experiences reflect the program's ability to shape globally-minded leaders. The 100 nps score and key metrics demonstrate the heritage polonia program's success in building meaningful connections between high-achieving individuals and poland. This proven initiative offers investors a unique opportunity to support future leaders and strengthen u.s.- poland relations.

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

SUPPORTED - A large share of available resources goes toward mission work. The filing reports few safeguards for money sent abroad and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 55
  • Accountability: 55
  • Sustainability: 27
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.6%; rating input score 91
  • Program expense ratio: 88.8%; rating input score 89
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: Scored; rating input score 0
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 66.7%; rating input score 67; 18th percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -2%; rating input score 34; 34th percentile among comparable filings
  • Total-asset coverage ratio: 0.3; rating input score 16; 16th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 32.8%; rating input score 9; 9th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 72.1% per year; rating input score 100; 98th percentile among comparable filings
  • Asset growth: -5.8% per year; rating input score 0; 9th percentile among comparable filings

Details

  • Where the money goes: 90.6% of revenue deployed · 88.8% of spending went to programs
  • Governance: 2 of 3 board members independent · 3 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $303K in reported program spending
  • Leadership: top reported pay $112K · 4 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 5 filed schedules · includes major donors and foreign activity
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 34/100.
  • High — Sustainability: Total-asset coverage ratio scored 16/100.
  • High — Sustainability: Officer compensation ratio scored 9/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.