Civic Intelligence

The Heritage School Inc

EIN 58-1077670 • 501(c)3 • Newnan, GA

View Organization Page

Profile

PRIVATE SCHOOL FACILITY

2093 Highway Us-29Newnan, GA 30263

www.heritagehawks.org

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.12x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.21x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

59th percentile

8.7%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$249,941

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-2.6%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$18,572,238

Up $2,183,674 (+13%) from 2023

Liabilities

Up

$2,258,478

Up $384,981 (+21%) from 2023

Net Assets

Up

$16,313,760

Up $1,798,693 (+12%) from 2023

Operations
Liabilities / Revenue49th percentileNet Margin59th percentile

Revenue

Down

$10,673,265

Down $284,566 (-2.6%) from 2023

Expenses

Down

$9,744,183

Down $30,075 (-0.3%) from 2023

Net Income

Down

$929,082

Down $254,491 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $10,410,380Liabilities 2011: $3,294,836Net Assets 2011: $7,115,5442011Assets 2012: $13,324,935Liabilities 2012: $3,460,934Net Assets 2012: $9,864,0012012Assets 2013: $14,041,339Liabilities 2013: $3,526,530Net Assets 2013: $10,514,8092013Assets 2014: $14,292,295Liabilities 2014: $3,909,051Net Assets 2014: $10,383,2442014Assets 2015: $14,495,624Liabilities 2015: $4,068,294Net Assets 2015: $10,427,3302015Assets 2016: $14,718,601Liabilities 2016: $4,443,001Net Assets 2016: $10,275,6002016Assets 2017: $15,304,713Liabilities 2017: $3,791,492Net Assets 2017: $11,513,2212017Assets 2018: $14,644,600Liabilities 2018: $2,969,434Net Assets 2018: $11,675,1662018Assets 2019: $14,388,704Liabilities 2019: $2,787,074Net Assets 2019: $11,601,6302019Assets 2020: $14,074,850Liabilities 2020: $2,982,652Net Assets 2020: $11,092,1982020Assets 2021: $15,278,015Liabilities 2021: $2,478,763Net Assets 2021: $12,799,2522021Assets 2022: $15,468,708Liabilities 2022: $2,118,899Net Assets 2022: $13,349,8092022Assets 2023: $16,388,564Liabilities 2023: $1,873,497Net Assets 2023: $14,515,0672023Assets 2024: $18,572,238Liabilities 2024: $2,258,478Net Assets 2024: $16,313,7602024

Highlighted filing

2024

Assets$18,572,238
Liabilities$2,258,478
Net Assets$16,313,760
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,255,139Expenses 2011: $5,872,786Net Income 2011: $382,3532011Revenue 2012: $9,230,300Expenses 2012: $6,482,123Net Income 2012: $2,748,1772012Expenses 2013: $6,650,6422013Revenue 2014: $6,834,586Expenses 2014: $6,951,534Net Income 2014: -$116,9482014Revenue 2015: $7,466,938Expenses 2015: $7,398,904Net Income 2015: $68,0342015Revenue 2016: $6,739,541Expenses 2016: $6,859,514Net Income 2016: -$119,9732016Revenue 2017: $9,664,509Expenses 2017: $8,426,930Net Income 2017: $1,237,5792017Revenue 2018: $8,481,483Expenses 2018: $8,273,603Net Income 2018: $207,8802018Revenue 2019: $8,969,984Expenses 2019: $9,045,513Net Income 2019: -$75,5292019Revenue 2020: $9,386,929Expenses 2020: $9,838,031Net Income 2020: -$451,1022020Revenue 2021: $10,704,645Expenses 2021: $9,086,920Net Income 2021: $1,617,7252021Revenue 2022: $10,199,628Expenses 2022: $9,470,901Net Income 2022: $728,7272022Revenue 2023: $10,957,831Expenses 2023: $9,774,258Net Income 2023: $1,183,5732023Revenue 2024: $10,673,265Expenses 2024: $9,744,183Net Income 2024: $929,0822024

Highlighted filing

2024

Revenue$10,673,265
Expenses$9,744,183
Net Income$929,082
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,572,238
Liabilities
$2,258,478
Net assets
$16,313,760
Revenue
$10,673,265
Expenses
$9,744,183
Net income
$929,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.6$2.26$16.3$10.7$9.74$0.93
2023Detailed filing. Detailed filing data is available for this year.$16.4$1.87$14.5$11.0$9.77$1.18
2022Detailed filing. Detailed filing data is available for this year.$15.5$2.12$13.3$10.2$9.47$0.73
2021Detailed filing. Detailed filing data is available for this year.$15.3$2.48$12.8$10.7$9.09$1.62
2020Detailed filing. Detailed filing data is available for this year.$14.1$2.98$11.1$9.39$9.84$0.45
2019Detailed filing. Detailed filing data is available for this year.$14.4$2.79$11.6$8.97$9.05$0.08
2018Summary only. Only limited summary data is available for this year.$14.6$2.97$11.7$8.48$8.27$0.21
2017Summary only. Only limited summary data is available for this year.$15.3$3.79$11.5$9.66$8.43$1.24
2016Detailed filing. Detailed filing data is available for this year.$14.7$4.44$10.3$6.74$6.86$0.12
2015Detailed filing. Detailed filing data is available for this year.$14.5$4.07$10.4$7.47$7.40$0.07
2014Detailed filing. Detailed filing data is available for this year.$14.3$3.91$10.4$6.83$6.95$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$3.53$10.5$6.65
2012Summary only. Only limited summary data is available for this year.$13.3$3.46$9.86$9.23$6.48$2.75
2011Summary only. Only limited summary data is available for this year.$10.4$3.29$7.12$6.26$5.87$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$10,957,087
Mission and Program Overview

Mission

The mission of the heritage school is to develop the mind through a full range of rigorous academics; to develop the body through competition and teamwork; to develop the spirit through self-awareness and growth; and to develop camaraderie through shared experiences.

The mission of the heritage school is to develop the mind through a full range of rigourous academics; to develop the body through competition and teamwork; to develop the spirit through self-awareness and growth; and to develop camaraderie through shared experiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,032,184$11,526,046▲ $3,493,862
Investments in Publicly Traded Securities$2,796,610$2,964,575▲ $167,965
Cash and Non-Interest-Bearing Accounts$5,190,715$2,861,901▼ $2,328,814
Pledges and Grants Receivable$136,106$970,323▲ $834,217
Investments Other Securities$95,117$117,023▲ $21,906
Prepaid Expenses and Deferred Charges$96,326$70,674▼ $25,652
Accounts Receivable$41,506$61,696▲ $20,190
Total Assets$16,388,564$18,572,238▲ $2,183,674
Liabilities
Deferred Revenue$1,264,259$1,607,650▲ $343,391
Accounts Payable and Accrued Expenses$452,674$533,805▲ $81,131
Other Liabilities$156,564$117,023▼ $39,541
Total Liabilities$1,873,497$2,258,478▲ $384,981
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,337,172$13,477,128▲ $3,139,956
Net Assets With Donor Restrictions$4,177,895$2,836,632▼ $1,341,263
Total Net Assets Fund Balance$14,515,067$16,313,760▲ $1,798,693
Total Liabilities and Net Assets / Fund Balance$16,388,564$18,572,238▲ $2,183,674

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,152,824$8,654,451$14,807,275
Other Land Buildings$4,292,526-$4,292,526
Equipment$734,485$3,339,852$4,074,337
Land$346,211-$346,211

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,393,521$0▲ $139,953$17,500$1,513,889
2022$1,330,389$2,500▲ $90,486$27,500$1,393,521
2021$1,003,811$500,492▼ $140,993$30,567$1,330,389
2020$1,963,744$19,525▲ $403,336$1,368,692$1,003,811
2019$1,912,839$20,000▲ $64,745$17,250$1,963,744
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin SkellyHead of SchoolFT$227,600$22,341$249,941
Karen CrawfordDirector of Finance & OperFT$135,944$5,122$141,066
Nathan WattsDirector of Advancement & Alumni Engagement-$118,041$10,860$128,901

Board Members and Trustees

NameTitle
Shane LordChair
Joe KeoughVice Chair
Ben HoschTrustee
Edwyn CarterTrustee
Jess BarronTrustee
Jim ThomassonTrustee
Josh ChapmanTrustee
Lynn Marie EadeTrustee
Mike ThompsonTrustee
Sally Love Connally-lienauTrustee
Stephanie DunlapTrustee
Brian LewisSecretary
Doug AugustineTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ra-lin And Associates INCConstruction110 DIXIE STREET SUITE 200, Carrollton, GA 30117$2,175,230
Revenue and Support

Revenue Composition

Contributions and Grants
$1,436,445
Program Service Revenue
$8,908,871
Investment Income
$327,948
Other Revenue
$1
All Other Contributions
$1,403,161
Change in Net Assets
$929,082

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table6$20,580Fair Market Value (FMV)
Other Non Cash Contri Table1$20,100Fair Market Value (FMV)
Other Non Cash Contri Table2$840Fair Market Value (FMV)
Total Noncash Contributions9$41,520-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,663,421
Revenue Not Reported on Financial Statements
$9,844
Revenue Not Reported on Form 990
$-866,792
Total Revenue per Audited Statements
$9,796,629
Total Revenue per Form 990
$10,673,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,392,479
Other Expenses$3,463,184
Grants and Similar Amounts Paid$888,520
Total Fundraising Expense$342,439
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,316,094$735,620$96,941$4,148,655
Fees for Services Other$566,314$205,949$137,970$910,233
Grants to Domestic Individuals$888,520--$888,520
Depreciation Depletion$669,063$93,358$15,560$777,981
Office Expenses$364,366$104,962$7,362$476,690
Other Employee Benefits$341,256$69,143$8,132$418,531
Current Officers, Directors, Trustees, and Key Employees-$391,009-$391,009
Occupancy$366,646$6,628-$373,274
Payroll Taxes$232,058$78,827$7,015$317,900
Information Technology$81,143$98,582-$179,725
Travel$155,690$11,541$8,719$175,950
Pension Plan Contributions$70,879$31,347$14,158$116,384
Insurance$102,098--$102,098
Other Expenses$26,355$4,547$2,471$33,373
All Other Expenses$26,695--$26,695
Advertising$387$7,736$2,444$10,567
Fees for Service Investment Mgmnt Fees-$9,844-$9,844
Interest-$3,367-$3,367
Total Functional Expenses$7,435,541$1,966,203$342,439$9,744,183

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,744,183
Total Expenses per Audited Statements$8,857,826
Expenses per Audited Statements$8,845,819
Expenses Not Reported on Financial Statements$898,364
Other Expense Adjustments$888,520
Expenses Not Reported on Form 990$12,007
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,008
Fundraising Direct Expenses$12,007
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Athletic Society Golf Tournament$45,292$12,008$232$11,776
Total Events$45,292$12,008$12,007$1
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sec. 457 Liability$117,023
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 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
Yes
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, Section B, Line 11B

“Form 990 tax return is presented and approved by the board of trustees along with the audited financial statements.”

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

“Trustee committee reviews conflict of interest policies annually.”

Form 990, Part VI, Section B, Line 15A

“The school utilizes a head of school compensation and evaluation committee to set compensation for the head of the school.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Heritage School Inc
EIN
58-1077670
Phone
7702539898
Address
2093 HIGHWAY US-29, NEWNAN, GA 30263

Signing Officer

Name
Karen Crawford
Title
Director of Finance and Operations
Phone
7702539898
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Crawford
Formed
1970
Legal Domicile
Ga
Voting Board Members
13
Independent Board Members
13
Employees
132
Volunteers
50

Preparer

Firm
Jones and Kolb
Address
3475 PIEDMONT ROAD NE SUITE 1500, ATLANTA, GA 30305
Preparer
Laura Heller
Phone
4042627920
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Tuition assistance -888,520. Special events expenses 12,007.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special events expenses 12,007.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Tuition assistance 888,520.”

Raw XML AppendixShowing 400 of 665 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 HERITAGE SCHOOL IS A CO-EDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL COMMITTED TO PROVIDING AN ENVIRONMENT THAT DEVELOPS THE MIND IN PREPARATION FOR COLLEGE AND LATER LIFE, THE BODY THROUGH COMPETITION AND TEAMWORK, THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH, AND CAMARADERIE THROUGH SHARED EXPERIENCE. MIND, BODY, SPIRIT, AND CAMARADERIE ARE INFUSED THROUGHOUT THE OPPORTUNITIES OFFERED ON AND OFF CAMPUS IN ACADEMICS, FINE ARTS, ATHLETICS, AND SERVICE.THE HERITAGE SCHOOL PROVIDES EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN GRADES PRE-K-3 THROUGH TWELVE. THE HERITAGE SCHOOL HOLDS ACCREDITATION FROM BOTH THE SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS AND THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS, AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, GEORGIA ASSOCIATION OF INDEPENDENT SCHOOLS, AND ATLANTA AREA ASSOCIATION OF INDEPENDENT SCHOOLS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF FINANCE & OPER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF ADVANCEMENT & ALUMNI ENGAGEMENT
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IRS990/MissionDesc0THE MISSION OF THE HERITAGE SCHOOL IS TO DEVELOP THE MIND THROUGH A FULL RANGE OF RIGOROUS ACADEMICS; TO DEVELOP THE BODY THROUGH COMPETITION AND TEAMWORK; TO DEVELOP THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH; AND TO DEVELOP CAMARADERIE THROUGH SHARED EXPERIENCES.
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