Civic Intelligence

Heritage Academy Inc

EIN 27-3203580 • 501(c)3 • Jerome, ID

Profile

Providing a free public education to students K-8.

500 South Lincoln AvenueJerome, ID 83338

www.heritageacademyid.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.87x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

88th percentile

0.93x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

72nd percentile

$114,253

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

12th percentile

-16%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-5.0%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$2,552,621

Up $1,797,211 (+238%) from 2020

Liabilities

Up

$2,222,103

Up $1,951,896 (+722%) from 2020

Net Assets

Down

$330,518

Down $154,685 (-32%) from 2020

Operations
Liabilities / Revenue88th percentileNet Margin13th percentile

Revenue

Up

$2,390,756

Up $831,727 (+53%) from 2020

Expenses

Up

$2,919,854

Up $1,289,684 (+79%) from 2020

Net Income

Down

-$529,098

Down $457,957 (-644%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2015: $528,928Liabilities 2015: $263,755Net Assets 2015: $265,1732015Assets 2016: $513,548Liabilities 2016: $196,546Net Assets 2016: $317,0022016Assets 2017: $581,651Liabilities 2017: $163,694Net Assets 2017: $417,9572017Assets 2018: $556,925Liabilities 2018: $114,287Net Assets 2018: $442,6382018Assets 2019: $713,351Liabilities 2019: $157,007Net Assets 2019: $556,3442019Assets 2020: $755,410Liabilities 2020: $270,207Net Assets 2020: $485,2032020Assets 2025: $2,552,621Liabilities 2025: $2,222,103Net Assets 2025: $330,5182025

Highlighted filing

2025

Assets$2,552,621
Liabilities$2,222,103
Net Assets$330,518
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $1,377,095Expenses 2015: $1,270,911Net Income 2015: $106,1842015Revenue 2016: $1,392,438Expenses 2016: $1,340,609Net Income 2016: $51,8292016Revenue 2017: $1,538,753Expenses 2017: $1,437,798Net Income 2017: $100,9552017Revenue 2018: $1,454,250Expenses 2018: $1,429,569Net Income 2018: $24,6812018Revenue 2019: $1,875,625Expenses 2019: $1,761,919Net Income 2019: $113,7062019Revenue 2020: $1,559,029Expenses 2020: $1,630,170Net Income 2020: -$71,1412020Revenue 2025: $2,390,756Expenses 2025: $2,919,854Net Income 2025: -$529,0982025

Highlighted filing

2025

Revenue$2,390,756
Expenses$2,919,854
Net Income-$529,098
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,552,621
Liabilities
$2,222,103
Net assets
$330,518
Revenue
$2,390,756
Expenses
$2,919,854
Net income
-$529,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$2.22$0.33$2.39$2.92$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.27$0.49$1.56$1.63$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.16$0.56$1.88$1.76$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.11$0.44$1.45$1.43$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.16$0.42$1.54$1.44$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.20$0.32$1.39$1.34$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.26$0.27$1.38$1.27$0.11
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 29, 2019
Return Version
2017v2.2
Gross Receipts
$1,454,250
Mission and Program Overview

Mission

Public Education.

Providing a free public education to students K-8.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$319,427$337,925▲ $18,498
Accounts Receivable$123,604$135,248▲ $11,644
Cash and Non-Interest-Bearing Accounts$138,620$83,752▼ $54,868
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$581,651$556,925▼ $24,726
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$115,756$114,287▼ $1,469
Mortgage Notes Payable Secured by Investment Property$47,938--
Total Liabilities$163,694$114,287▼ $49,407
Net Assets / Fund Balance
Unrestricted Net Assets$352,222$377,620▲ $25,398
Temporarily Rstr Net Assets$65,735$65,018▼ $717
Total Net Assets Fund Balance$417,957$442,638▲ $24,681
Total Liabilities and Net Assets / Fund Balance$581,651$556,925▼ $24,726

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$238,872$38,885$277,757
Land$75,000-$75,000
Equipment$24,053$723$24,776
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Carroll ConePresident
Jeff PiersonDirector
Karen McGeeDirector
Lamar BrooksDirector
Shawna LemoineDirector
Kris GilgrenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,453,947
Program Service Revenue
$32
Investment Income
$271
Other Revenue
$0
All Other Contributions
$17,172
Change in Net Assets
$24,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$782,248
Other Expenses$647,321
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$782,248--$782,248
Other Expenses$117,156--$117,156
Insurance$8,834--$8,834
Depreciation Depletion$6,278--$6,278
Interest$838--$838
Total Functional Expenses$1,429,569$0$0$1,429,569
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board member reviews Form 990 prior to signing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available on the school's website and upon request.”

Filing and Contact Details

Filer

Filer Name
Heritage Academy Inc
EIN
27-3203580
Phone
2085951617
Address
500 South Lincoln Avenue, Jerome, ID 83338

Signing Officer

Name
Carroll Cone
Title
President
Signed
2019-03-29
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
Id
Voting Board Members
6
Independent Board Members
6
Employees
42
Volunteers
2

Preparer

Firm
Rexroat Harberd & Assoc PA
Address
125 North Buchanan, Jerome, ID 83338
Preparer
Laurie L Harberd
Phone
2083242351
Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0115756
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0114287
IRS990/AccountsReceivableGrp/BOYAmt0123604
IRS990/AccountsReceivableGrp/EOYAmt0135248
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Providing a free public education to students K-8.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt017172
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Dr Christine Ivie
IRS990/BooksInCareOfDetail/PhoneNum02085951617
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 S Lincoln Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Jerome
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990/BooksInCareOfDetail/USAddress/ZIPCd083338
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0138620
IRS990/CashNonInterestBearingGrp/EOYAmt083752
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01453947
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0271
IRS990/CYOtherExpensesAmt0647321
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt032
IRS990/CYRevenuesLessExpensesAmt024681
IRS990/CYSalariesCompEmpBnftPaidAmt0782248
IRS990/CYTotalExpensesAmt01429569
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01454250
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06278
IRS990/DepreciationDepletionGrp/TotalAmt06278
IRS990/Desc0Education of approximately 190 students
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt042
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01429569
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Shawna Lemoine
IRS990/Form990PartVIISectionAGrp/PersonNm1Lamar Brooks
IRS990/Form990PartVIISectionAGrp/PersonNm2Carroll Cone
IRS990/Form990PartVIISectionAGrp/PersonNm3Jeff Pierson
IRS990/Form990PartVIISectionAGrp/PersonNm4Karen McGee
IRS990/Form990PartVIISectionAGrp/PersonNm5Kris Gilgren
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt01436775
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01454250
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt08834
IRS990/InsuranceGrp/TotalAmt08834
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0838
IRS990/InterestGrp/TotalAmt0838
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0271
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0271
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039608
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0319427
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0337925
IRS990/LandBldgEquipCostOrOtherBssAmt0377533
IRS990/LegalDomicileStateCd0ID
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Providing a free public education to students K-8.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt047938
IRS990/NetAssetsOrFundBalancesBOYAmt0417957
IRS990/NetAssetsOrFundBalancesEOYAmt0442638
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0P/R Taxes; Pension; Benefits
IRS990/OtherExpensesGrp/Desc1Purchased Services
IRS990/OtherExpensesGrp/Desc2Supplies
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IRS990/OtherExpensesGrp/ProgramServicesAmt1255024
IRS990/OtherExpensesGrp/ProgramServicesAmt2117156
IRS990/OtherExpensesGrp/TotalAmt0259191
IRS990/OtherExpensesGrp/TotalAmt1255024
IRS990/OtherExpensesGrp/TotalAmt2117156
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0782248
IRS990/OtherSalariesAndWagesGrp/TotalAmt0782248
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Sales of lunches
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01538361
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0277
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0640202
IRS990/PYProgramServiceRevenueAmt0115
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IRS990/PYSalariesCompEmpBnftPaidAmt0797596
IRS990/PYTotalExpensesAmt01437798
IRS990/PYTotalRevenueAmt01538753
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt024681
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0238872
IRS990ScheduleD/BuildingsGrp/DepreciationAmt038885
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0277757
IRS990ScheduleD/EquipmentGrp/BookValueAmt024053
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0723
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024776
IRS990ScheduleD/LandGrp/BookValueAmt075000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt075000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0337925
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Nondiscriminatory policy is published in the local newspaper during the registration period in June.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board member reviews Form 990 prior to signing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Made available on the school's website and upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt065735
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt065018
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0581651
IRS990/TotalAssetsEOYAmt0556925
IRS990/TotalAssetsGrp/BOYAmt0581651
IRS990/TotalAssetsGrp/EOYAmt0556925
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01453947
IRS990/TotalEmployeeCnt042
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01429569
IRS990/TotalFunctionalExpensesGrp/TotalAmt01429569
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0163694
IRS990/TotalLiabilitiesEOYAmt0114287
IRS990/TotalLiabilitiesGrp/BOYAmt0163694
IRS990/TotalLiabilitiesGrp/EOYAmt0114287
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0417957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0442638
IRS990/TotalProgramServiceExpensesAmt01429569
IRS990/TotalProgramServiceRevenueAmt032
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0303
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01454250
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0581651
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0556925
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0352222
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0377620
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.heritageacademyid.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carroll Cone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heritage Academy Inc
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0273203580
ReturnHeader/Filer/PhoneNum02085951617
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 South Lincoln Avenue
ReturnHeader/Filer/USAddress/CityNm0Jerome
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083338
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680530009
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rexroat Harberd & Assoc PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 North Buchanan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jerome
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083338
ReturnHeader/PreparerPersonGrp/PhoneNum02083242351
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laurie L Harberd
ReturnHeader/ReturnTs02019-03-29T19:38:17-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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