Heritage Academy Foundation Inc

TULSA, OK EIN: 73-1368665

Heritage Academy Foundation Inc funds a significant portion of the operating budget of the Mizel Jewish Day School.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

+6.3% YoY

Revenue

$79K

+25.4% YoY

Net Investment Income

$79K

+25.8% YoY

Expenses

$114K

-22.3% YoY

About Heritage Academy Foundation Inc

Based on IRS filings

Heritage Academy Foundation Inc is a nonprofit organization focused on Education, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. Net investment income was $79K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Tulsa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$92K$183K$275K$366K20202021202220232024
Metric202420232022
Total Assets$2,647,406$2,489,749$2,267,234
Revenue$79,052$63,041$61,977
Expenses$113,602$146,146$173,033
Qualifying Distributions
Net Investment Income$79,052$62,846$61,977
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$40K$80K$120K$160K1 grants20200 grants20211 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

<$50K$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Stan KesslerNone
Michael BaschNone1
Janis FinerNone1
Sarah DowningNone1
Shelby BrewsterNone1
Rachel BudavichNone1
Richard BorgPresident1
Mathew ZalkTreasurer1
Randee CharneyNone1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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