AUMdb

Heritage K 8 Charter

EIN 300176736 · 501(c)(3) · Public charity · Escondido, CA · recognized 2007

Assets
$30.9M
Revenue
$16.9M
Expenses
$16.5M
Investment income
$205K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Morning Star Cleaning Services Llc Cleaning service $133,163

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Shawn Roner Executive dir. $223,345 $58,837
Jonathan Takagi Business mgr $166,477 $47,914
Marc Gilbertson Principal $146,999 $31,903
Sandra Knapp Principal $139,694 $42,957
Jason Gaylord Principal $122,291 $39,016
Whitney Woodward Counselor $100,015 $19,434
Daryll Johnson Data coordinator $99,887 $23,454
Brian Williams President $0 $0
Matt Pound Vice president $0 $0
Steve Tugwell Cfo $0 $0
Stephen Greiner Clerk $0 $0
Courtney Harrison Member $0 $0
Fadia Knight Member $0 $0
Denise Lasley Member $0 $0