Civic Intelligence

Heritage Family School

EIN 74-2709925 • 501(c)3 • Fredericksburg, TX

Profile

THE MISSION OF THE SCHOOL IS TO PROVIDE A DISTINCTIVE CLASSICAL AND CHRIST-CENTERED EDUCATION THAT PREPARES STUDENTS FOR SERVANT-LEADERSHIP AND LIVES THAT GLORIFY GOD

Refreshing map…

310 Smokehouse RoadFredericksburg, TX 78624

www.heritageschool.org

Siviq Scores

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

Liabilities / Assets

57th percentile

0.18x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.40x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$115,518

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

57th percentile

7.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$8,597,780

Up $573,408 (+7.1%) from 2023

Liabilities

Up

$1,555,659

Up $75,069 (+5.1%) from 2023

Net Assets

Up

$7,042,121

Up $498,339 (+7.6%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin65th percentile

Revenue

Up

$3,876,908

Up $1,207,368 (+45%) from 2023

Expenses

Up

$3,385,726

Up $411,093 (+14%) from 2023

Net Income

Up

$491,182

Up $796,275 (+261%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$10M$5.0M$0Assets 2010: $5,532,741Liabilities 2010: $1,106,632Net Assets 2010: $4,426,1092010Assets 2011: $5,656,436Liabilities 2011: $1,142,507Net Assets 2011: $4,513,9292011Assets 2012: $5,790,442Liabilities 2012: $1,150,761Net Assets 2012: $4,639,6812012Assets 2013: $5,989,318Liabilities 2013: $1,001,578Net Assets 2013: $4,987,7402013Assets 2014: $6,302,344Liabilities 2014: $1,019,629Net Assets 2014: $5,282,7152014Assets 2015: $6,644,455Liabilities 2015: $1,467,788Net Assets 2015: $5,176,6672015Assets 2016: $8,113,718Liabilities 2016: $1,486,672Net Assets 2016: $6,627,0462016Assets 2017: $8,033,543Liabilities 2017: $1,381,806Net Assets 2017: $6,651,7372017Assets 2018: $8,155,701Liabilities 2018: $1,328,087Net Assets 2018: $6,827,6142018Assets 2019: $7,998,071Liabilities 2019: $1,136,710Net Assets 2019: $6,861,3612019Assets 2020: $8,035,324Liabilities 2020: $1,108,579Net Assets 2020: $6,926,7452020Assets 2021: $8,120,784Liabilities 2021: $1,203,615Net Assets 2021: $6,917,1692021Assets 2022: $8,083,321Liabilities 2022: $1,239,217Net Assets 2022: $6,844,1042022Assets 2023: $8,024,372Liabilities 2023: $1,480,590Net Assets 2023: $6,543,7822023Assets 2024: $8,597,780Liabilities 2024: $1,555,659Net Assets 2024: $7,042,1212024

Highlighted filing

2024

Assets$8,597,780
Liabilities$1,555,659
Net Assets$7,042,121
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $2,055,908Expenses 2010: $1,779,153Net Income 2010: $276,7552010Revenue 2011: $1,904,454Expenses 2011: $1,816,634Net Income 2011: $87,8202011Revenue 2012: $2,104,426Expenses 2012: $1,978,674Net Income 2012: $125,7522012Revenue 2013: $2,364,306Expenses 2013: $2,016,247Net Income 2013: $348,0592013Revenue 2014: $2,319,286Expenses 2014: $2,024,311Net Income 2014: $294,9752014Revenue 2015: $2,012,536Expenses 2015: $2,118,584Net Income 2015: -$106,0482015Revenue 2016: $3,500,271Expenses 2016: $2,049,892Net Income 2016: $1,450,3792016Revenue 2017: $2,118,530Expenses 2017: $2,093,840Net Income 2017: $24,6902017Revenue 2018: $2,330,886Expenses 2018: $2,155,009Net Income 2018: $175,8772018Revenue 2019: $2,349,981Expenses 2019: $2,316,237Net Income 2019: $33,7442019Revenue 2020: $2,149,313Expenses 2020: $2,083,951Net Income 2020: $65,3622020Revenue 2021: $2,314,544Expenses 2021: $2,324,150Net Income 2021: -$9,6062021Revenue 2022: $2,753,802Expenses 2022: $2,611,658Net Income 2022: $142,1442022Revenue 2023: $2,669,540Expenses 2023: $2,974,633Net Income 2023: -$305,0932023Revenue 2024: $3,876,908Expenses 2024: $3,385,726Net Income 2024: $491,1822024

Highlighted filing

2024

Revenue$3,876,908
Expenses$3,385,726
Net Income$491,182
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$8,597,780
Liabilities
$1,555,659
Net assets
$7,042,121
Revenue
$3,876,908
Expenses
$3,385,726
Net income
$491,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$8.60$1.56$7.04$3.88$3.39$0.49
2023Summary only. Only limited summary data is available for this year.$8.02$1.48$6.54$2.67$2.97$0.31
2022Summary only. Only limited summary data is available for this year.$8.08$1.24$6.84$2.75$2.61$0.14
2021Summary only. Only limited summary data is available for this year.$8.12$1.20$6.92$2.31$2.32$0.01
2020Summary only. Only limited summary data is available for this year.$8.04$1.11$6.93$2.15$2.08$0.07
2019Summary only. Only limited summary data is available for this year.$8.00$1.14$6.86$2.35$2.32$0.03
2018Summary only. Only limited summary data is available for this year.$8.16$1.33$6.83$2.33$2.16$0.18
2017Summary only. Only limited summary data is available for this year.$8.03$1.38$6.65$2.12$2.09$0.02
2016Summary only. Only limited summary data is available for this year.$8.11$1.49$6.63$3.50$2.05$1.45
2015Summary only. Only limited summary data is available for this year.$6.64$1.47$5.18$2.01$2.12$0.11
2014Summary only. Only limited summary data is available for this year.$6.30$1.02$5.28$2.32$2.02$0.29
2013Summary only. Only limited summary data is available for this year.$5.99$1.00$4.99$2.36$2.02$0.35
2012Summary only. Only limited summary data is available for this year.$5.79$1.15$4.64$2.10$1.98$0.13
2011Summary only. Only limited summary data is available for this year.$5.66$1.14$4.51$1.90$1.82$0.09
2010Summary only. Only limited summary data is available for this year.$5.53$1.11$4.43$2.06$1.78$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 9, 2025
Return Version
2023v6.0
Gross Receipts
$4,051,730
Mission and Program Overview

Mission

The school's mission is to provide a distinctive classical and christ-centered education that prepares students for servant-leadership and lives that glorify god.

The mission of the school is to provide a distinctive classical and christ-centered education that prepares students for servant-leadership and lives that glorify god.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,429,658$6,552,666▲ $123,008
Savings and Temporary Cash Investments$907,383$1,691,558▲ $784,175
Pledges and Grants Receivable$0$134,145▲ $134,145
Cash and Non-Interest-Bearing Accounts$583,864$53,131▼ $530,733
Accounts Receivable$20,188$47,974▲ $27,786
Investments in Publicly Traded Securities$38,108$46,055▲ $7,947
Prepaid Expenses and Deferred Charges$0$36,350▲ $36,350
Total Assets$8,024,372$8,597,780▲ $573,408
Other Assets Total$45,171$35,901▼ $9,270
Liabilities
Deferred Revenue$1,063,880$1,384,197▲ $320,317
Mortgage Notes Payable Secured by Investment Property$279,527$0▼ $279,527
Accounts Payable and Accrued Expenses$48,239$100,548▲ $52,309
Other Liabilities$88,944$70,914▼ $18,030
Total Liabilities$1,480,590$1,555,659▲ $75,069
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,401,523$6,710,350▲ $308,827
Net Assets With Donor Restrictions$142,259$331,771▲ $189,512
Total Net Assets Fund Balance$6,543,782$7,042,121▲ $498,339
Total Liabilities and Net Assets / Fund Balance$8,024,372$8,597,780▲ $573,408

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,541,064$2,504,174$8,045,238
Other Land Buildings$296,791$488,933$785,724
Land$662,342-$662,342
Equipment$52,469$388,511$440,980
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Clint DuboseHead of SchoolFT$75,000$75,000

Board Members and Trustees

NameTitle
Matt RobertsChairman, Board of Trustee
Doyle FevigVice Chairman, Board of Trustee
Rob HolsterSecretary, Board of Trustee
Hugh JonsTreasurer, Board of Trustee
Jenn TraverTrustee
Kenny JohnsonTrustee
Sara NeelTrustee
Tate RichburgTrustee
John GrahamLife Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Shultz House Moving LLCConstruction6419 FM 317, Athens, TX 75752$200,000
Shultz Building Systems LLCConstruction6419 FM 317, Athens, TX 75752$145,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,107,707
Program Service Revenue
$2,723,850
Investment Income
$48,017
Other Revenue
$-2,666
All Other Contributions
$805,108
Change in Net Assets
$491,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,077,615
Other Expenses$957,896
Grants and Similar Amounts Paid$350,215
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,464,887$253,855-$1,718,742
Grants to Domestic Individuals$350,215--$350,215
Depreciation Depletion$307,787--$307,787
Office Expenses$184,268$16,030-$200,298
Current Officers, Directors, Trustees, and Key Employees$153,021$26,517-$179,538
Payroll Taxes$124,998$21,661-$146,659
Fees for Services Other$62,817$49,945-$112,762
Occupancy$80,657$4,245-$84,902
Information Technology$29,678$7,420-$37,098
Other Employee Benefits$26,141$6,535-$32,676
Insurance$24,010$6,003-$30,013
Other Expenses$17,374$9,836-$17,374
Travel$16,462--$16,462
Interest$3,194--$3,194
Advertising-$1,080-$1,080
Total Functional Expenses$2,981,962$403,764$0$3,385,726
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$174,822
Fundraising Gross Income$172,131
Gaming Gross Income$25
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$280,006$172,131$174,822$-2,691
Total Events$280,006$172,131$174,822$-2,691
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
William EgglestonSpouse of OfficerWagesNo$27,315
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Payables$36,902
Other Payables$34,012
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
Yes
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

“The director of finance and school treasurer review the form 990. A copy of the 990 is distributed to the board prior to filing.”

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

“Board members are required to sign a statement each year agreeing to abstain from voting on issues with a conflict of interest. Employees conflict of interest policy is in the employee handbook which is reviewed annually.”

Form 990, Part VI, Section B, Line 15

“Comparative salary information is provided by an independent consultant. The head of school presents the budget to the board for approval.”

Form 990, Part VI, Section C, Line 19

“Information is available upon request to any interested party.”

Filing and Contact Details

Filer

Filer Name
The Heritage Family School
EIN
74-2709925
Phone
8309976597
Address
310 SMOKEHOUSE ROAD, FREDERICKSBURG, TX 78624
Doing Business As
Heritage School

Signing Officer

Name
Clint Dubose
Title
Head of School
Phone
8309976597
Signed
2025-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clint Dubose
Formed
1994
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
46
Volunteers
30

Preparer

Firm
Randy Walker & Co
Address
7800 IH 10 WEST STE 505, SAN ANTONIO, TX 78230
Preparer
Randy L Walker CPA
Phone
2103669430
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization's process for assuming responsibility for oversight of the audit, review, or compilation of its financial statements and the selection of an independent auditor have not changed from the prior year.”

Section 1.263(A)-1(F) De Minimis Safe Harbor Election

“The heritage family school 310 smokehouse road fredericksburg, tx 78624 employer identification number: 74-2709925 for the year ending july 31, 2024 the heritage family school is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

Raw XML AppendixShowing 400 of 516 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN, BOARD OF TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER, BOARD OF TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY, BOARD OF TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIRMAN, BOARD OF TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0107875
IRS990/FundraisingDirectExpensesAmt0174822
IRS990/FundraisingGrossIncomeAmt0172131
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt025
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0194724
IRS990/GrantAmt0350215
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0350215
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0350215
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt04051730
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07420
IRS990/InformationTechnologyGrp/ProgramServicesAmt029678
IRS990/InformationTechnologyGrp/TotalAmt037098
IRS990/InsuranceGrp/ManagementAndGeneralAmt06003
IRS990/InsuranceGrp/ProgramServicesAmt024010
IRS990/InsuranceGrp/TotalAmt030013
IRS990/InterestGrp/ProgramServicesAmt03194
IRS990/InterestGrp/TotalAmt03194
IRS990/InvestmentIncomeGrp/ExclusionAmt048017
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048017
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt038108
IRS990/InvestmentsPubTradedSecGrp/EOYAmt046055
IRS990/IRPDocumentCnt045
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03381618
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06429658
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06552666
IRS990/LandBldgEquipCostOrOtherBssAmt09934284
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE SCHOOL IS TO PROVIDE A DISTINCTIVE CLASSICAL AND CHRIST-CENTERED EDUCATION THAT PREPARES STUDENTS FOR SERVANT-LEADERSHIP AND LIVES THAT GLORIFY GOD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0279527
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt06543782
IRS990/NetAssetsOrFundBalancesEOYAmt07042121
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2691
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2691
IRS990/NetIncomeFromGamingGrp/ExclusionAmt025
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt025
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07157
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06401523
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06710350
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04245
IRS990/OccupancyGrp/ProgramServicesAmt080657
IRS990/OccupancyGrp/TotalAmt084902
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016030
IRS990/OfficeExpensesGrp/ProgramServicesAmt0184268
IRS990/OfficeExpensesGrp/TotalAmt0200298
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt045171
IRS990/OtherAssetsTotalGrp/EOYAmt035901
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06535
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026141
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032676
IRS990/OtherExpensesGrp/Desc0MAINTENANCE/EQUIPMENT
IRS990/OtherExpensesGrp/Desc1FIELD TRIPS/CLASS TRIPS
IRS990/OtherExpensesGrp/Desc2OTHER PERSONNEL EXPENSE
IRS990/OtherExpensesGrp/Desc3MEMBERSHIPS AND DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0637
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19836
IRS990/OtherExpensesGrp/ProgramServicesAmt065768
IRS990/OtherExpensesGrp/ProgramServicesAmt152359
IRS990/OtherExpensesGrp/ProgramServicesAmt218326
IRS990/OtherExpensesGrp/ProgramServicesAmt317374
IRS990/OtherExpensesGrp/TotalAmt066405
IRS990/OtherExpensesGrp/TotalAmt152359
IRS990/OtherExpensesGrp/TotalAmt228162
IRS990/OtherExpensesGrp/TotalAmt317374
IRS990/OtherLiabilitiesGrp/BOYAmt088944
IRS990/OtherLiabilitiesGrp/EOYAmt070914
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0253855
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01464887
IRS990/OtherSalariesAndWagesGrp/TotalAmt01718742
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021661
IRS990/PayrollTaxesGrp/ProgramServicesAmt0124998
IRS990/PayrollTaxesGrp/TotalAmt0146659
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0134145
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036350
IRS990/PrincipalOfficerNm0CLINT DUBOSE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1CO-CURRICULAR/EXTRACUR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02566075
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1157775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02566075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1157775
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0594808
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0335770
IRS990/PYInvestmentIncomeAmt03098
IRS990/PYOtherExpensesAmt0842584
IRS990/PYOtherRevenueAmt0-9251
IRS990/PYProgramServiceRevenueAmt02080885
IRS990/PYRevenuesLessExpensesAmt0-305093
IRS990/PYSalariesCompEmpBnftPaidAmt01796279
IRS990/PYTotalExpensesAmt02974633
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02669540
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0491182
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02723850
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0907383
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01691558
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt05541064
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02504174
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08045238
IRS990ScheduleD/EquipmentGrp/BookValueAmt052469
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0388511
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0440980
IRS990ScheduleD/LandGrp/BookValueAmt0662342
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0662342
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0296791
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0488933
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0785724
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034012
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt136902
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FINANCE LEASE PAYABLES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06552666
IRS990ScheduleD/TotalLiabilityAmt070914
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE HERITAGE FAMILY SCHOOL RECEIVED $194,724 RELATED TO THE EMPLOYEE RETENTION CREDIT FOR THE FIRST QUARTER 2021.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 6
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0107875
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0107875
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0174822
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0280006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0280006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0172131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0172131
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2691
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0174822
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0174822
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt025
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt025
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt025
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd00
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd00
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0350215
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION ASSISTANCE AND DISCOUNTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt062
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL UTILIZES FACTS MANAGEMENT, A 3RD PARTY VENDOR, TO ASSESS THE FINANCIAL NEED FOR EACH STUDENT WHO APPLIES FOR ASSISTANCE. FACTS COLLECTS TAX RETURNS, W-2 FORMS AND OTHER FINANCIAL INFORMATION FROM EACH APPLICANT FAMILY. THE HERITAGE SCHOOL BOARD SETS A BUDGET AMOUNT FOR TUITION ASSISTANCE EACH YEAR. THE TUITION ASSISTANCE COMMITTEE, A SUB-COMMITTEE OF THE SCHOOL'S FINANCE COMMITTEE, USES FACTS ASSESSMENT OF NEED TO ALLOCATE THE BUDGETED FUNDS TO FAMILIES/STUDENTS WHO HAVE APPLIED FOR ASSISTANCE. FACTS MAINTAINS THE INFORMATION SUBMITTED TO THEM ALONG WITH THEIR ASSESSMENT FIGURES. THE TUITION ASSISTANCE SUB-COMMITTEE UTILIZES A SPREADSHEET TO TRACK THE ALLOCATION OF THE FUNDS. RECIPIENT FAMILIES RECEIVE A DOCUMENT TITLED HERITAGE SCHOOL TUITION ASSISTANCE AGREEMENT WHICH THEY SIGN AND RETURN TO THE SCHOOL. THE SCHOOL MAINTAINS PAPER AND/OR ELECTRONIC COPIES OF THESE SIGNED AGREEMENTS.

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