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Charity Clarity › Look up a charity › Texas

The Heritage Society

Houston, Texas · EIN 74-1444232 · tax-exempt since 1956

D

Charity Clarity grade D (score 39.5 of 100), based on the Form 990 for the year ended December 2024.

Graded against 117,084 unclassified nonprofits with revenue $100K–$500K filing the same form. A = top 10%, B = next 20%, C = middle 40%, D = next 20%, F = bottom 10%.

What goes into the grade

MeasureThis charityScore (0–100)
ReservesMonths of spending covered by unrestricted net assets.63.0 months0
GovernanceBoard independence, key policies and audit, per the 990.82% of practices82
Margin stabilityHow steady the surplus or deficit is year to year.4
Revenue spreadHow much revenue rests on one type of income.71% from one source40
Filing recordOn-time, complete filings, year after year.100%100
Program spendingSelf-reported by the filer.66.1%not scored
Management costsShare of spending.9.6%not scored
Cost to raise $1Fundraising cost per dollar given.$0.47not scored

Scores compare this charity with its peer group; 100 is best. How Charity Clarity rates charities.

Year by year

201620172018201920212022202320242024grey: revenue · green: spending
Year endedFormRevenueSpendingSurplusNet assetsMonths of spendingStaffGrade
Dec 2024Form 990$216K$367K−$151K$1.93M63.013D
May 2024Form 990$1.14M$571K$565K$2.04M43.09C
May 2023Form 990$989K$437K$551K$1.44M39.48C
May 2022Form 990$740K$466K$274K$879K22.69C
May 2021Form 990$464K$399K$65K$682K20.513C
May 2019Form 990$679K$905K−$226K$882K11.716C
May 2018Form 990$991K$1.12M−$125K$1.23M13.217B
May 2017Form 990$952K$1.13M−$182K$1.36M14.417C
May 2016Form 990$793K$1.10M−$304K$1.30M14.216B

From the organisation’s own IRS filings. “Months of spending” is total net assets divided by a month of that year’s spending. A blank grade means that year was not rated.

Read the filings

Every figure here comes from the returns this charity filed with the IRS. These sites show the full returns and more about the organisation: