Civic Intelligence

Heritage Academy Charter Schools

EIN 74-2823746 • 501(c)3 • San Antonio, TX

Profile

The mission of heritage academy charter schools, inc. Is to provide educational services to students in grades pre-k through 12 through the operation of open-enrollment public charter schools under the guidelines of the texas education agency.

6013 Fountainwood DrSan Antonio, TX 78233

www.heritageacademy.net

Siviq Scores

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

Liabilities / Assets

46th percentile

0.10x

Higher debt load relative to assets than 46% of similar nonprofits.

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

Liabilities / Revenue

36th percentile

0.08x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

56th percentile

7.6%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

58th percentile

$125,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

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

Asset Growth

57th percentile

7.2%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

59th percentile

12%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$7,149,073

Up $480,844 (+7.2%) from 2023

Liabilities

Down

$708,065

Down $151,823 (-18%) from 2023

Net Assets

Up

$6,441,008

Up $632,667 (+11%) from 2023

Revenue

Up

$8,371,661

Up $870,420 (+12%) from 2023

Expenses

Up

$7,738,994

Up $547,643 (+7.6%) from 2023

Net Income

Up

$632,667

Up $322,777 (+104%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $14,390,677Liabilities 2011: $9,706,346Net Assets 2011: $4,684,3312011Assets 2012: $19,071,971Liabilities 2012: $13,388,619Net Assets 2012: $5,683,3522012Assets 2013: $16,602,525Liabilities 2013: $11,764,949Net Assets 2013: $4,837,5762013Assets 2014: $15,903,520Liabilities 2014: $11,403,475Net Assets 2014: $4,500,0452014Assets 2015: $14,409,110Liabilities 2015: $10,497,345Net Assets 2015: $3,911,7652015Assets 2016: $5,042,388Liabilities 2016: $3,598,672Net Assets 2016: $1,443,7162016Assets 2017: $3,783,921Liabilities 2017: $3,230,733Net Assets 2017: $553,1882017Assets 2018: $977,628Liabilities 2018: $138,731Net Assets 2018: $838,8972018Assets 2019: $2,017,328Liabilities 2019: $148,765Net Assets 2019: $1,868,5632019Assets 2020: $3,388,847Liabilities 2020: $383,895Net Assets 2020: $3,004,9522020Assets 2021: $4,804,679Liabilities 2021: $98,408Net Assets 2021: $4,706,2712021Assets 2022: $5,815,149Liabilities 2022: $316,698Net Assets 2022: $5,498,4512022Assets 2023: $6,668,229Liabilities 2023: $859,888Net Assets 2023: $5,808,3412023Assets 2024: $7,149,073Liabilities 2024: $708,065Net Assets 2024: $6,441,0082024

Highlighted filing

2024

Assets$7,149,073
Liabilities$708,065
Net Assets$6,441,008

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $18,299,053Expenses 2011: $16,328,303Net Income 2011: $1,970,7502011Revenue 2012: $15,502,610Expenses 2012: $14,503,589Net Income 2012: $999,0212012Expenses 2013: $14,202,3562013Revenue 2014: $12,183,371Expenses 2014: $12,520,902Net Income 2014: -$337,5312014Revenue 2015: $13,615,753Expenses 2015: $14,055,758Net Income 2015: -$440,0052015Revenue 2016: $10,198,967Expenses 2016: $9,728,844Net Income 2016: $470,1232016Revenue 2017: $4,652,262Expenses 2017: $4,636,977Net Income 2017: $15,2852017Revenue 2018: $5,154,097Expenses 2018: $4,868,388Net Income 2018: $285,7092018Revenue 2019: $6,447,669Expenses 2019: $5,418,003Net Income 2019: $1,029,6662019Revenue 2020: $7,001,536Expenses 2020: $5,865,147Net Income 2020: $1,136,3892020Revenue 2021: $7,789,736Expenses 2021: $6,088,417Net Income 2021: $1,701,3192021Revenue 2022: $8,149,832Expenses 2022: $7,357,652Net Income 2022: $792,1802022Revenue 2023: $7,501,241Expenses 2023: $7,191,351Net Income 2023: $309,8902023Revenue 2024: $8,371,661Expenses 2024: $7,738,994Net Income 2024: $632,6672024

Highlighted filing

2024

Revenue$8,371,661
Expenses$7,738,994
Net Income$632,667

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.15$0.71$6.44$8.37$7.74$0.63
2023Detailed filing. Detailed filing data is available for this year.$6.67$0.86$5.81$7.50$7.19$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.82$0.32$5.50$8.15$7.36$0.79
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.10$4.71$7.79$6.09$1.70
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.38$3.00$7.00$5.87$1.14
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.15$1.87$6.45$5.42$1.03
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.14$0.84$5.15$4.87$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.78$3.23$0.55$4.65$4.64$0.02
2016Summary only. Only limited summary data is available for this year.$5.04$3.60$1.44$10.2$9.73$0.47
2015Detailed filing. Detailed filing data is available for this year.$14.4$10.5$3.91$13.6$14.1$0.44
2014Detailed filing. Detailed filing data is available for this year.$15.9$11.4$4.50$12.2$12.5$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$11.8$4.84$14.2
2012Summary only. Only limited summary data is available for this year.$19.1$13.4$5.68$15.5$14.5$1.00
2011Summary only. Only limited summary data is available for this year.$14.4$9.71$4.68$18.3$16.3$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Aug 15, 2024
Return Version
2023v6.0
Gross Receipts
$8,371,661
Mission and Program Overview

Mission

The mission of heritage academy charter schools, inc. Is to provide educational services to students in grades pre-k through 12 through the operation of open-enrollment public charter schools under the guidelines of the texas education agency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,768,668$5,216,888▲ $448,220
Land, Buildings, and Equipment, Net$1,006,534$1,258,376▲ $251,842
Accounts Receivable$321,788$254,774▼ $67,014
Prepaid Expenses and Deferred Charges$22,205$109,045▲ $86,840
Other Notes and Loans Receivable, Net-$16,208-
Total Assets$6,668,229$7,149,073▲ $480,844
Other Assets Total$549,034$293,782▼ $255,252
Liabilities
Other Liabilities$666,879$434,478▼ $232,401
Accounts Payable and Accrued Expenses$193,009$189,609▼ $3,400
Deferred Revenue-$83,978-
Total Liabilities$859,888$708,065▼ $151,823
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,008,769$5,118,581▲ $109,812
Net Assets Without Donor Restrictions$799,572$1,322,427▲ $522,855
Total Net Assets Fund Balance$5,808,341$6,441,008▲ $632,667
Total Liabilities and Net Assets / Fund Balance$6,668,229$7,149,073▲ $480,844

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$272,755$1,072,573$1,345,328
Buildings$772,618$175,715$948,333
Land$213,003-$213,003
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert DavisonVice PresidePT$125,000$125,000
Derrick ArmsteadVP of OperatFT$100,632$100,632

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,344,612
Investment Income
$3,800
Other Revenue
$23,249
Change in Net Assets
$632,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,371,661
Total Revenue per Audited Statements
$8,371,661
Total Revenue per Form 990
$8,371,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,293,522
Other Expenses$2,445,472
Total Fundraising Expense$8,152
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,869,235$461,995-$4,331,230
Occupancy$343,447$418,634-$762,081
Fees for Services Other$353,143$223,233-$576,376
Other Employee Benefits$434,920$37,830-$472,750
Pension Plan Contributions$253,759$30,352-$284,111
Other Expenses$62,711$60,094$8,152$130,957
Current Officers, Directors, Trustees, and Key Employees$112,500$12,500-$125,000
Travel$84,153$33,700-$117,853
Insurance$36,337$49,298-$85,635
Payroll Taxes$72,824$7,607-$80,431
Depreciation Depletion$30,853$43,830-$74,683
Fees for Services Accounting-$35,000-$35,000
All Other Expenses$29,270$4,434-$33,704
Fees for Services Legal-$4,489-$4,489
Total Functional Expenses$6,193,152$1,537,690$8,152$7,738,994

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,738,994
Total Expenses per Audited Statements$7,738,994
Total Expenses per Form 990$7,738,994
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,249
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Campus Initiati$23,249$23,249-$23,249
Total Events$23,249$23,249-$23,249
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$302,234
Other Payroll Liabilities$132,244
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, Page 6, Part VI, Line 11B

A copy of form 990 is provided to the current board members prior to filing. They are not asked to review the 990, only to acknowledge receipt. Relevant members of the entity's management review the 990 before submission to the irs.

Form 990, Page 6, Part VI, Line 12C

The organization's conflict of interest policy requires that each member of the board and employees comply with all applicable conflict of interest laws and rules. An individual is prohibited from participating in an administrative regarding a project if the decision is likely to benefit that person or an immediate family member. The superintendent ensures that all members of the board and all employees are in compliance conflict of interest laws and rules.

Form 990, Page 6, Part VI, Line 15A

Compensation was reviewd by the organization's directors, who are independent of the superintendent, and approved by them in deliberation and a vote in which the superintendent is not present or participates. Salaries of superintendents of public schools (including charter schools) and executive directors of similar non-profit organizations are considered. The deliberation and vote is noted in the minutes of the directors.

Form 990, Page 6, Part VI, Line 19

The charter school provides governing documents, policies, and financial statements upon request.

Filing and Contact Details

Filer

Filer Name
Heritage Academy Charter Schools
EIN
74-2823746
Phone
2106590329
Address
6013 FOUNTAINWOOD DR, SAN ANTONIO, TX 78233

Signing Officer

Name
Robert Davison
Title
Vice President
Phone
2106590329
Signed
2024-08-15

Organization Details

Principal Officer
Robert Davison
Formed
1997
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
131

Preparer

Firm
Paul J Christensen & Associates LLC
Address
2110 AUSTIN AVE, WACO, TX 76701
Preparer
Paul J Christensen CPA
Phone
2547523436
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

Heritage academy charter schools, inc. (the "charter holder")is exempt from federal income tax under section 501(c)(3) of the internal revenue code, except to the extent it has unrelated business taxable income. The charter holder has no material unrelated business income for the year ended august 31, 2024. Generally accepted accounting principles requires that the charter holder recognize in its financial statements the financial effects of a tax position, if that position is more likely than not of being sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the tax position. The requirements also provide guidance on measurement, classification, interest and penalties, and disclosure. Tax positions taken related to the charter holder's tax exempt status, unrelated business activities taxable income and deductibility of expenses and other miscellaneous tax positions have been reviewed, and management is of the opinion that material positions taken would more likely than not be sustained by examination. Accordingly, the charter holder has not recorded an income tax liability for uncertain tax benefits. For the year ended august 31, 2024, there were no interest or penalties related to income taxes recorded or included in the financial statements. As of august 31, 2024, the charter holder's tax years 2020 through 2022 remain subject to examination.

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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/PensionPlanContributionsGrp/ManagementAndGeneralAmt030352
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IRS990/ProgramServiceRevenueGrp/Desc1FEDERAL PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2LOCAL PROGRAM REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1988095
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYRevenuesLessExpensesAmt0309890
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0175715
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0948333
IRS990ScheduleD/EquipmentGrp/BookValueAmt0272755
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01072573
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01345328
IRS990ScheduleD/ExpensesSubtotalAmt07738994
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0213003
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0213003
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0302234
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1132244
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER PAYROLL LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt08371661
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HERITAGE ACADEMY CHARTER SCHOOLS, INC. (THE "CHARTER HOLDER")IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS TAXABLE INCOME. THE CHARTER HOLDER HAS NO MATERIAL UNRELATED BUSINESS INCOME FOR THE YEAR ENDED AUGUST 31, 2024. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRES THAT THE CHARTER HOLDER RECOGNIZE IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECTS OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE TAX POSITION. THE REQUIREMENTS ALSO PROVIDE GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. TAX POSITIONS TAKEN RELATED TO THE CHARTER HOLDER'S TAX EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE CHARTER HOLDER HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. FOR THE YEAR ENDED AUGUST 31, 2024, THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. AS OF AUGUST 31, 2024, THE CHARTER HOLDER'S TAX YEARS 2020 THROUGH 2022 REMAIN SUBJECT TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalExpensesPerForm990Amt07738994
IRS990ScheduleD/TotalLiabilityAmt0434478
IRS990ScheduleD/TotalRevenuePerForm990Amt08371661
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08371661
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07738994
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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/ExplanationTxt0THE SCHOOL FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY WITHIN IRS GUIDELINES BY CURRENTLY ENROLLING A MAJORITY OF STUDENTS FROM RACIAL MINORITY GROUPS. FOR THE TWO SCHOOL CAMPUSES AS REQUIRED BY THEIR CAREER AND TECHNOLOGY AND EDUCATION PROGRAMS, THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE INSTITUTE DOES RECEIVE FINANCIAL AID FROM GOVRNMENTAL AGENCIES THROUGH THE TEXAS EDUCATION AGENCY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023249
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023249
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO THE CURRENT BOARD MEMBERS PRIOR TO FILING. THEY ARE NOT ASKED TO REVIEW THE 990, ONLY TO ACKNOWLEDGE RECEIPT. RELEVANT MEMBERS OF THE ENTITY'S MANAGEMENT REVIEW THE 990 BEFORE SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT EACH MEMBER OF THE BOARD AND EMPLOYEES COMPLY WITH ALL APPLICABLE CONFLICT OF INTEREST LAWS AND RULES. AN INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN AN ADMINISTRATIVE REGARDING A PROJECT IF THE DECISION IS LIKELY TO BENEFIT THAT PERSON OR AN IMMEDIATE FAMILY MEMBER. THE SUPERINTENDENT ENSURES THAT ALL MEMBERS OF THE BOARD AND ALL EMPLOYEES ARE IN COMPLIANCE CONFLICT OF INTEREST LAWS AND RULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION WAS REVIEWD BY THE ORGANIZATION'S DIRECTORS, WHO ARE INDEPENDENT OF THE SUPERINTENDENT, AND APPROVED BY THEM IN DELIBERATION AND A VOTE IN WHICH THE SUPERINTENDENT IS NOT PRESENT OR PARTICIPATES. SALARIES OF SUPERINTENDENTS OF PUBLIC SCHOOLS (INCLUDING CHARTER SCHOOLS) AND EXECUTIVE DIRECTORS OF SIMILAR NON-PROFIT ORGANIZATIONS ARE CONSIDERED. THE DELIBERATION AND VOTE IS NOTED IN THE MINUTES OF THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHARTER SCHOOL PROVIDES GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt06193152
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IRS990/TotalReportableCompFromOrgAmt0225632
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IRS990/WebsiteAddressTxt0WWW.HERITAGEACADEMY.NET
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DAVISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02106590329
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE ACADEMY CHARTER SCHOOLS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0742823746
ReturnHeader/Filer/PhoneNum02106590329
ReturnHeader/Filer/USAddress/AddressLine1Txt06013 FOUNTAINWOOD DR
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078233
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL J CHRISTENSEN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02110 AUSTIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076701
ReturnHeader/PreparerPersonGrp/PhoneNum02547523436
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J CHRISTENSEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-07T19:00:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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