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Research and Public Policy : Social and Public Policy Research

The Heritage Foundation

Leadership for America

three stars

84.67

214 Massachusetts Avenue, NE Washington, DC 20002
tel: (202) 546-4400   Web Site
EIN: 23-7327730

Board Leadership
Thomas A. Saunders III
Chair

CEO
Jim DeMint
President

  Score
(out of 100)
Rating
Overall Score & Rating 84.67 three stars
  Financial 78.53 two stars
  Accountability & Transparency 97.00 four stars
This rating was published 02/01/2017 and includes data from FY2015, the most recent 990 received at that time.

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

Financial

two stars

78.53

Accountability & Transparency

four stars

97.00

This rating was published 02/01/2017 and includes data from FY2015, 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)
76.8%
  Administrative Expenses 3.1%
  Fundraising Expenses 19.9%
  Fundraising Efficiency $0.17
  Working Capital Ratio (years) 2.73
  Program Expenses Growth 0.9%
  Liabilities to Assets 16.0%
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) 84.67 three stars
Encore.org (CA) 90.79 four stars
Food and Water Watch (DC) 88.51 three stars
Communications Consortium Media Center (DC) 85.95 three stars
Atlas Network (formerly known as Atlas Economic Research Foundation) (DC) 94.68 four stars

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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 $88,804,116
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $88,804,116
   Program Service Revenue $520,094
Total Primary Revenue $89,324,210
   Other Revenue $2,684,274
TOTAL REVENUE $92,008,484
   
EXPENSES  
   Program Expenses $64,198,860
   Administrative Expenses $2,431,500
   Fundraising Expenses $14,048,683
TOTAL FUNCTIONAL EXPENSES $80,679,043
   
Payments to Affiliates $0
Excess (or Deficit) for the year $11,329,441
   
Net Assets $226,283,115

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 $31,131,429 48.5%
Public Policy Research $24,556,292 38.3%
Media and Government Relations $8,511,139 13.3%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 02/01/2017 84.67 three stars
2014-12 06/01/2016 83.19 three stars
 
CN 2.0
2014-12 11/01/2015 79.53 two stars
2013-12 06/01/2015 80.25 three stars
2012-12 03/01/2014 83.88 three stars
2011-12 02/01/2013 81.72 three stars
2010-12 12/01/2011 90.96 four stars
2009-12 09/20/2011 89.97 three stars
 
CN 1.0
2009-12 05/01/2011 87.67 three stars
2008-12 06/01/2010 90.42 four stars
2007-12 07/01/2009 88.29 three stars
2006-12 02/01/2008 88.24 three stars
2004-12 12/01/2005 83.26 three stars
2003-12 10/01/2004 81.59 three stars
2002-12 12/01/2003 86.12 three stars
2001-12 10/15/2002 73.45 two stars
2000-12 04/15/2002 73.16 two stars

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]
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, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

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).

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Compensation % of Expenses Paid to Title
$1,074,909 1.33% James W. DeMint President
Other Salaries of Note
$194,889 0.24% 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) 84.67 three stars
Californians for Population Stabilization (CA) 89.89 three stars
Encore.org (CA) 90.79 four stars
Hope Street Group (DC) 91.27 four stars
Reason Foundation (CA) 92.91 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002
tel: (202) 546-4400
fax: (202) 546-8328
EIN: 23-7327730

Visit Web Site

Board Leadership

Thomas A. Saunders III
Chair

CEO

Jim DeMint
President

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