Civic Intelligence

Heritage U Leverage Lender

EIN 47-5284384 • 501(c)3 • Toppenish, WA

Profile

To support and benefit, financially and/or operationally, heritage university.

3240 Fort RdToppenish, WA 98948

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

29th percentile

-3.2%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

88th percentile

$305,997

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 637.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

33rd percentile

-0.2%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

0.1%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$6,587,500

Down $13,529 (-0.2%) from 2021

Liabilities

Down

$0

Down $11,999 (-100%) from 2021

Net Assets

Down

$6,587,500

Down $1,530 (-0.0%) from 2021

Operations
Liabilities / Revenue10th percentileNet Margin29th percentile

Revenue

Up

$48,059

Up $62 (+0.1%) from 2021

Expenses

Up

$49,589

Up $1,524 (+3.2%) from 2021

Net Income

Down

-$1,530

Down $1,462 (-2150%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $6,589,366Liabilities 2015: $6,587,500Net Assets 2015: $1,8662015Assets 2016: $6,601,306Liabilities 2016: $6,587,500Net Assets 2016: $13,8062016Assets 2017: $6,589,261Liabilities 2017: $0Net Assets 2017: $6,589,2612017Assets 2018: $6,589,212Liabilities 2018: $0Net Assets 2018: $6,589,2122018Assets 2019: $6,601,160Liabilities 2019: $11,999Net Assets 2019: $6,589,1612019Assets 2020: $6,589,098Liabilities 2020: $0Net Assets 2020: $6,589,0982020Assets 2021: $6,601,029Liabilities 2021: $11,999Net Assets 2021: $6,589,0302021Assets 2022: $6,587,500Liabilities 2022: $0Net Assets 2022: $6,587,5002022

Highlighted filing

2022

Assets$6,587,500
Liabilities$0
Net Assets$6,587,500
Open 2022 Filing

Operations Trend

Revenue Growth35th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $1,866Expenses 2015: $0Net Income 2015: $1,8662015Revenue 2016: $23,998Expenses 2016: $12,058Net Income 2016: $11,9402016Revenue 2017: $47,997Expenses 2017: $60,042Net Income 2017: -$12,0452017Revenue 2018: $47,997Expenses 2018: $48,046Net Income 2018: -$492018Revenue 2019: $47,997Expenses 2019: $48,048Net Income 2019: -$512019Revenue 2020: $47,996Expenses 2020: $48,059Net Income 2020: -$632020Revenue 2021: $47,997Expenses 2021: $48,065Net Income 2021: -$682021Revenue 2022: $48,059Expenses 2022: $49,589Net Income 2022: -$1,5302022

Highlighted filing

2022

Revenue$48,059
Expenses$49,589
Net Income-$1,530
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,587,500
Liabilities
$0
Net assets
$6,587,500
Revenue
$48,059
Expenses
$49,589
Net income
-$1,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.05$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$6.60$0.01$6.59$0.05$0.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.01$6.59$0.05$0.05$0.00
2018Summary only. Only limited summary data is available for this year.$6.59$0.00$6.59$0.05$0.05$0.00
2017Summary only. Only limited summary data is available for this year.$6.59$0.00$6.59$0.05$0.06$0.01
2016Summary only. Only limited summary data is available for this year.$6.60$6.59$0.01$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.59$6.59$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.2
Gross Receipts
$48,059
Mission and Program Overview

Mission

To support and benefit, financially and/or operationally, heritage university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$6,587,500$6,587,500→ $0
Cash and Non-Interest-Bearing Accounts$13,529$0▼ $13,529
Total Assets$6,601,029$6,587,500▼ $13,529
Liabilities
Accounts Payable and Accrued Expenses$11,999$0▼ $11,999
Total Liabilities$11,999$0▼ $11,999
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,589,030$6,587,500▼ $1,530
Total Net Assets Fund Balance$6,589,030$6,587,500▼ $1,530
Total Liabilities and Net Assets / Fund Balance$6,601,029$6,587,500▼ $13,529
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Andrew SundPresident, Heritage University
Patrick OshieBoard Member
Thomas RichterCFO/VP of Administration
Dr Melissa HillInterim Provost
Kazuhiro SonodaProvost
David WiseVP Advancement, Heritage University
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$48,059
Other Revenue
$0
Change in Net Assets
$-1,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,589
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$49,527--$49,527
Fees for Services Legal$62--$62
Total Functional Expenses$49,589$0$0$49,589
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“Dr. Sund, mr. Wise, mr. Richter, mrs. Sonoda, and dr. Hill are employees of a related organization, heritage university.”

Form 990, Part VI, Section A, Line 2

“Dr. Sund, mr. Wise, mr. Richter, mrs. Sonoda, and dr. Hill each has a business relationship from employment with controlling organization, heritage university.”

Form 990, Part VI, Section B, Line 11B

“The controller of heritage university generates the return. The draft return is reviewed by the controller and could be reviewed by the cfo. The final return is reviewed by the controller, cfo, and the president of heritage.”

Form 990, Part VI, Section B, Line 12C

“Top management (pres. & vp's) monitor each other and the board on an annual basis by direct discussion, financial transaction review, and public involvement reviews. If there is a conflict of interest, the board member would abstain from any decision or vote. All members of the board are required to sign an affidavit confirming that they have no conflicts of interest with the university.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are available to anyone upon request. Conflict of interest policy and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Heritage U Leverage Lender
EIN
47-5284384
Phone
5098658663
Address
3240 FORT RD, TOPPENISH, WA 98948

Signing Officer

Name
Andrew Sund
Title
President - Heritage University
Phone
5098658643
Signed
2023-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Sund
Formed
2015
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Moss Adams Llp
Address
PO BOX 22650, YAKIMA, WA 98907-2650
Preparer
Emina O Cresswell CPA
Phone
5092487750
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The university is a tax-exempt organization qualifying under section 501(c)(3) of the internal revenue code. In addition, hull and hubs are also organized under section 501(c)(3) and their sole purpose is to support the university. However, income from certain activities not directly related to the university's tax-exempt purpose would be subject to taxation as unrelated business income. The university did not engage in an activity unrelated to its tax-exempt purpose; accordingly, no provision for income taxes has been made in the accompanying consolidated financial statements. Management adopted the provisions related to accounting for uncertainties in income taxes and has determined they have no uncertain tax positions at june 30, 2022.”

Raw XML AppendixShowing 400 of 526 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.

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IRS990/Desc0THE PURPOSE OF THE ORGANIZATION IS TO SERVE AS A SUPPORTING ORGANIZATION FOR HERITAGE UNIVERSITY. THE ORGANIZATION IS PARTICIPATING IN A NEW MARKETS TAX CREDIT TRANSACTION BY PROVIDING A LEVERAGED LOAN TO AN INVESTMENT FUND ENTITY, WHICH WILL AGGREGATE OTHER FUNDS TO MAKE A "QUALIFIED EQUITY INVESTMENT" TO A "QUALIFIED COMMUNITY DEVELOPMENT ENTITY" (EACH AS DEFINED IN I.R.C. 45D). THE FUNDS WILL ULTIMATELY BE MADE TO AN AFFILIATED SUPPORTING ORGANIZATION OF HERITAGE TO FACILITATE HERITAGE'S CAMPUS EXPANSION PLAN, WHICH INCLUDES THE DEVELOPMENT OF BUILDINGS TO BE USED FOR CLASSROOMS, COMPUTER LABS, AN ART STUDIO, DINING FACILITIES, AND TO HOUSE INFORMATION TECHNOLOGY. ACCORDINGLY, THE ORGANIZATION PROVIDES SUPPORTING SERVICES TO HERITAGE IN FURTHERANCE OF ITS MISSION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP ADVANCEMENT, HERITAGE UNIVERSITY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PROVOST
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IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt049527
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt040797
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt049527
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt049589
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0HERITAGE U LEVERAGE LENDER (HULL) HAD NO INVESTMENTS OTHER THAN HERITAGE UNIVERSITY (HERITAGE). 2/3 OF HULL'S BOARD MEMBERS WERE ALSO ON HERITAGE'S BOARD OR MANAGEMENT TEAM. AS SUCH ALL INVESTMENT DECISIONS MADE BY THE HULL BOARD WERE FIRST DISCUSSED AND APPROVED BY HERITAGE'S MANAGEMENT OR BOARD OF DIRECTORS. AS OF 6/30/2022, NO INVESTMENT DECISIONS WERE MADE OUTSIDE OF THE DECISIONS REACHED DURING THE NEW MARKET TAX CREDIT STRUCTURE SETUP AND APPROVAL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1HERITAGE U LEVERAGE LENDER (HULL) IS PARTICIPATING IN A NEW MARKETS TAX CREDIT TRANSACTION IN ACCORDANCE WITH SECTION 45D OF THE CODE TO PROVIDE FUNDS FOR THE DEVELOPMENT OF A NEW FACILITY WHICH WILL ALLOW HERITAGE UNIVERSITY (HERITAGE) TO EXPAND ITS CAMPUS. WITHOUT THIS SUPPORT, HERITAGE COULD NOT COMPLETE OR OPERATE THE PROJECT. HULL IS RESPONSIVE TO THE NEEDS OF HERITAGE SINCE TWO-THIRDS OF HULL'S BOARD MEMBERS ARE ALSO MEMBERS OF HERITAGE'S BOARD OR MEMBERS OF HERITAGE'S MANAGEMENT TEAM. AS SUCH ALL INVESTMENT DECISIONS MADE BY THE HULL BOARD WERE FIRST DISCUSSED AND APPROVED BY HERITAGE'S MANAGEMENT OR BOARD OF DIRECTORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0911160585
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt049589
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HERITAGE UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt049589
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION QUALIFYING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, HULL AND HUBS ARE ALSO ORGANIZED UNDER SECTION 501(C)(3) AND THEIR SOLE PURPOSE IS TO SUPPORT THE UNIVERSITY. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE UNIVERSITY'S TAX-EXEMPT PURPOSE WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE UNIVERSITY DID NOT ENGAGE IN AN ACTIVITY UNRELATED TO ITS TAX-EXEMPT PURPOSE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES AND HAS DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0251125
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1137132
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2141750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3130540
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt020617
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt19734
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt29923
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt39734
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt110363
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt2267
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt310341
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt043400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANDREW SUND
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID WISE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KAZUHIRO SONODA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DR MELISSA HILL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT, HERITAGE UNIVERSITY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP ADVANCEMENT, HERITAGE UNIVERSITY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2PROVOST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3INTERIM PROVOST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0325449
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1157229
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2151940
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3150615
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0HERITAGE UNIVERSITY, A RELATED ORGANIZATION, DETERMINES THE PRESIDENT'S COMPENSATION USING COMPARATIVE DATA PROVIDED BY CUPA. THE DATA IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD WHICH IS COMPRISED OF THE BOARD CHAIR, FINANCE COMMITTEE CHAIR, AND THE CFO.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DR. SUND, MR. WISE, MR. RICHTER, MRS. SONODA, AND DR. HILL ARE EMPLOYEES OF A RELATED ORGANIZATION, HERITAGE UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DR. SUND, MR. WISE, MR. RICHTER, MRS. SONODA, AND DR. HILL EACH HAS A BUSINESS RELATIONSHIP FROM EMPLOYMENT WITH CONTROLLING ORGANIZATION, HERITAGE UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONTROLLER OF HERITAGE UNIVERSITY GENERATES THE RETURN. THE DRAFT RETURN IS REVIEWED BY THE CONTROLLER AND COULD BE REVIEWED BY THE CFO. THE FINAL RETURN IS REVIEWED BY THE CONTROLLER, CFO, AND THE PRESIDENT OF HERITAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TOP MANAGEMENT (PRES. & VP'S) MONITOR EACH OTHER AND THE BOARD ON AN ANNUAL BASIS BY DIRECT DISCUSSION, FINANCIAL TRANSACTION REVIEW, AND PUBLIC INVOLVEMENT REVIEWS. IF THERE IS A CONFLICT OF INTEREST, THE BOARD MEMBER WOULD ABSTAIN FROM ANY DECISION OR VOTE. ALL MEMBERS OF THE BOARD ARE REQUIRED TO SIGN AN AFFIDAVIT CONFIRMING THAT THEY HAVE NO CONFLICTS OF INTEREST WITH THE UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO ANYONE UPON REQUEST. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C

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