Disable all preview features
Sign in or Register  |     0 Donation(s), $0 total

Research and Public Policy : Social and Public Policy Research

The Heritage Foundation

Leadership for America

83.19

214 Massachusetts Avenue, NE Washington, DC 20002
tel: (800) 546-2843   Web Site
EIN: 23-7327730

Board Leadership
Thomas A. Saunders III
Chair

CEO
Jim DeMint
President

  Score
(out of 100)
Rating
Overall Score & Rating 83.19
  Financial 76.43
  Accountability & Transparency 97.00
This rating was published 06/01/2016 and includes data from FY2014, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

76.43

Accountability & Transparency

97.00

This rating was published 06/01/2016 and includes data from FY2014, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity’s total expenses spent on the programs
and services it delivers)
75.8%
  Administrative Expenses 3.5%
  Fundraising Expenses 20.5%
  Fundraising Efficiency $0.18
  Working Capital Ratio (years) 2.62
  Program Expenses Growth -0.4%
  Liabilities to Assets 16.8%
All data for Financial Performance Metrics calculations was provided by The Heritage Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Heritage Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Heritage Foundation (DC) 83.19
Texas Public Policy Foundation (TX) 85.88
AAA Foundation for Traffic Safety (DC) 94.34
Food and Water Watch (DC) 88.36
The Ayn Rand Institute (CA) 89.02

Compare These Charities (Highly Rated)

Most Viewed

Charity Name & State Overall Score Overall Rating
The Heritage Foundation (DC) 83.19
Wikimedia Foundation (CA) 89.13
Food and Water Watch (DC) 88.36
Center for Public Integrity (DC) 90.12
RESULTS Educational Fund (DC) 94.25

Compare These Charities (Most Viewed)

Founded in 1973, The Heritage Foundation is a research and educational institution-a think tank-whose mission is to formulate and promote conservative public policies based on the principles of free enterprise, limited government, individual freedom, traditional American values, and a strong national defense. We believe the principles and ideas of the American Founding are worth conserving and renewing. As policy entrepreneurs, we believe the most effective solutions are consistent with those ideas and principles. Our vision is to build an America where freedom, opportunity, prosperity, and civil society flourish.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $94,567,106
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $94,567,106
   Program Service Revenue $565,920
Total Primary Revenue $95,133,026
   Other Revenue $1,836,880
TOTAL REVENUE $96,969,906
   
EXPENSES  
   Program Expenses $61,655,491
   Administrative Expenses $2,533,419
   Fundraising Expenses $17,918,411
TOTAL FUNCTIONAL EXPENSES $82,107,321
   
Payments to Affiliates $0
Excess (or Deficit) for the year $14,862,585
   
Net Assets $217,141,676

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Educational Programs $29,131,618 47.2%
Public Policy Research $24,007,467 38.9%
Media and Government Relations $8,516,406 13.8%
Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2014-12 06/01/2016 83.19
 
CN 2.0
2014-12 11/01/2015 79.53
2013-12 06/01/2015 80.25
2012-12 03/01/2014 83.88
2011-12 02/01/2013 81.72
2010-12 12/01/2011 90.96
2009-12 09/20/2011 89.97
 
CN 1.0
2009-12 05/01/2011 87.67
2008-12 06/01/2010 90.42
2007-12 07/01/2009 88.29
2006-12 02/01/2008 88.24
2004-12 12/01/2005 83.26
2003-12 10/01/2004 81.59
2002-12 12/01/2003 86.12
2001-12 10/15/2002 73.45
2000-12 04/15/2002 73.16

Prior to 9/1/2016, Charity Navigator issued Advisories under the name CN Watchlist and Donor Advisory. For more information on the CN Advisory system click here. This charity appeared on the CN Watchlist.

Date Listed Date Removed  
09/18/2015 06/01/2016 View details

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-7327730
Name in IRS Master File HERITAGE FOUNDATION
NTEE Code W05
NTEE Classification Research Institutes and/or Public Policy Analysis
NTEE Type Public, Society Benefit - Multipurpose and Other
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (161) Scientific research (diseases)
(180) Contact or sponsored scientific research for industry
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date November, 1973
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011
  • December, 2010

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

We invite you to share your opinions, thoughts, experiences, and stories about this charity here to help inform the decisions of other donors.  
Need more help getting started? Check out our FAQs.
 
This tool is not for questions about Charity Navigator, such as how we derived this charity’s rating. We will happily answer those questions if you contact us directly. Likewise, if you have questions for this charity, then we encourage you to contact the charity directly (we include the charity’s contact information in the upper left-hand corner of this page) since few charities regularly monitor this commenting tool.

Compensation % of Expenses Paid to Title
$899,512 1.09% James W. Demint President
Other Salaries of Note
$369,372 0.44% Edwin J. Feulner Jr. Former President

Founded in 1973, The Heritage Foundation is a research and educational institution-a think tank-whose mission is to formulate and promote conservative public policies based on the principles of free enterprise, limited government, individual freedom, traditional American values, and a strong national defense. We believe the principles and ideas of the American Founding are worth conserving and renewing. As policy entrepreneurs, we believe the most effective solutions are consistent with those ideas and principles. Our vision is to build an America where freedom, opportunity, prosperity, and civil society flourish.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Heritage Foundation (DC) 83.19
Atlas Network (formerly known as Atlas Economic Research Foundation) (DC) 94.68
NEO Philanthropy (NY) 94.07
New Economy Coalition (MA) 85.62
Produce for Better Health Foundation (DE) 88.97

Compare These Charities (Highly Rated)

Most Viewed

Charity Name & State Overall Score Overall Rating
The Heritage Foundation (DC) 83.19
Wikimedia Foundation (CA) 89.13
Food and Water Watch (DC) 88.36
Center for Public Integrity (DC) 90.12
RESULTS Educational Fund (DC) 94.25

Compare These Charities (Most Viewed)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002
tel: (800) 546-2843
fax: (202) 546-8328
EIN: 23-7327730

Visit Web Site

Board Leadership

Thomas A. Saunders III
Chair

CEO

Jim DeMint
President

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.

Help & Support