Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
Liabilities / Revenue
36th percentile
Higher debt load relative to revenue than 36% of similar nonprofits.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
58th percentile
Higher top officer pay than 58% of similar nonprofits.
Top officer pay equals 1.5% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
59th percentile
Faster revenue growth than 59% of similar nonprofits.
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
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $272,755 | $1,072,573 | $1,345,328 |
| Buildings | $772,618 | $175,715 | $948,333 |
| Land | $213,003 | - | $213,003 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Robert Davison | Vice Preside | PT | $125,000 | $125,000 |
| Derrick Armstead | VP of Operat | FT | $100,632 | $100,632 |
| Name | Title |
|---|---|
| Richard Fengler | President |
| Berta Martinez | Member |
| Dr Luis Gonzales | Member |
| Delilah Lopez-loya | Secretary |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $7,738,994 |
| Total Expenses per Audited Statements | $7,738,994 |
| Total Expenses per Form 990 | $7,738,994 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $23,249 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Campus Initiati | $23,249 | $23,249 | - | $23,249 |
| Total Events | $23,249 | $23,249 | - | $23,249 |
| Liability | Amount |
|---|---|
| Lease Liabilities | $302,234 |
| Other Payroll Liabilities | $132,244 |
“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.”
“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.”
“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.”
“The charter school provides governing documents, policies, and financial statements upon request.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 193009 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 189609 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 321788 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 254774 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4434 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 29270 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 33704 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ROBERT DAVISON |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2106590329 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6013 FOUNTAINWOOD DR |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | 6013 FOUNTAINWOOD DR |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN ANTONIO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 78233 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 4768668 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 5216888 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 12500 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 112500 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 125000 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3800 |
| IRS990/CYOtherExpensesAmt | 0 | 2445472 |
| IRS990/CYOtherRevenueAmt | 0 | 23249 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 8344612 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 632667 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 5293522 |
| IRS990/CYTotalExpensesAmt | 0 | 7738994 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 8152 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 8371661 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 83978 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 43830 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 30853 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 74683 |
| IRS990/Desc | 0 | MORE SPECIFIC TO LINE 1 ABOVE, THE PROGRAM SERVES TO EMPOWER EACH STUDENT TO MAXIMIZE THEIR POTENTIAL BY DEVELOPING TALENT, ACHIEVING ACADEMIC EXCELLENCE, AND MODELING MORAL AND ETHICAL BEHAVIOR TO BECOME A VALUABLE ASSET AND CONTRIBUTING CITIZEN OF SOCIETY. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 5008769 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 5118581 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 131 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 6193152 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditPerformedInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | true |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 35000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 35000 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 4489 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 4489 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 223233 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 353143 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 576376 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 20.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ROBERT DAVISON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DERRICK ARMSTEAD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | RICHARD FENGLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DR LUIS GONZALES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DELILAH LOPEZ-LOYA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | BERTA MARTINEZ |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 125000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 100632 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VP OF OPERAT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | MEMBER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1997 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingGrossIncomeAmt | 0 | 23249 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 3800 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 3800 |
| IRS990/GrossReceiptsAmt | 0 | 8371661 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 49298 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 36337 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 85635 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 55 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1248288 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1006534 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1258376 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 2506664 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | SEE SCHEDULE O |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5808341 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6441008 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3800 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 3800 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 23249 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 799572 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1322427 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 418634 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 343447 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 762081 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 549034 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 293782 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 37830 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 434920 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 472750 |
| IRS990/OtherExpensesGrp/Desc | 0 | SUPPLIES |
| IRS990/OtherExpensesGrp/Desc | 1 | FOOD SERVICE COSTS |
| IRS990/OtherExpensesGrp/Desc | 2 | MISC. CONTRACT SERVICES |
| IRS990/OtherExpensesGrp/Desc | 3 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 8152 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 63818 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 50876 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 60094 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 223780 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 204082 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 82138 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 62711 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 287598 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 204082 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 133014 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 130957 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 666879 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 434478 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 461995 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 3869235 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 4331230 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 16208 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 7607 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 72824 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 80431 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 30352 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 253759 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 284111 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 22205 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 109045 |
| IRS990/PrincipalOfficerNm | 0 | ROBERT DAVISON |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 611710 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | STATE PROGRAM REVENUE |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | FEDERAL PROGRAM REVENUE |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | LOCAL PROGRAM REVENUE |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7182450 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 988095 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 174067 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7182450 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 988095 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 174067 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYOtherExpensesAmt | 0 | 2062864 |
| IRS990/PYOtherRevenueAmt | 0 | 17327 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 7483914 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 309890 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 5128487 |
| IRS990/PYTotalExpensesAmt | 0 | 7191351 |
| IRS990/PYTotalRevenueAmt | 0 | 7501241 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 632667 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 8344612 |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 772618 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 175715 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 948333 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 272755 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 1072573 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 1345328 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 7738994 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 213003 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 213003 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 302234 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 132244 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | LEASE LIABILITIES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | OTHER PAYROLL LIABILITIES |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 8371661 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 1258376 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7738994 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 434478 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 8371661 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 8371661 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 7738994 |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | true |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | THE 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/ExplanationTxt | 1 | THE INSTITUTE DOES RECEIVE FINANCIAL AID FROM GOVRNMENTAL AGENCIES THROUGH THE TEXAS EDUCATION AGENCY. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE E, LINE 3 |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE E, LINE 6 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | CAMPUS INITIATI |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 23249 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 23249 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 23249 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 23249 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 23249 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE CHARTER SCHOOL PROVIDES GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | true |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 6668229 |
| IRS990/TotalAssetsEOYAmt | 0 | 7149073 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 6668229 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 7149073 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 131 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 8152 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 1537690 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 6193152 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 7738994 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 859888 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 708065 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 859888 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 708065 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5808341 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 6441008 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 6193152 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 8344612 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 225632 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8348412 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 8371661 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 6668229 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 7149073 |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 33700 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 84153 |
| IRS990/TravelGrp/TotalAmt | 0 | 117853 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | WWW.HERITAGEACADEMY.NET |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBERT DAVISON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2106590329 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-08-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HERITAGE ACADEMY CHARTER SCHOOLS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HERI |
| ReturnHeader/Filer/EIN | 0 | 742823746 |
| ReturnHeader/Filer/PhoneNum | 0 | 2106590329 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 6013 FOUNTAINWOOD DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN ANTONIO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 78233 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PAUL J CHRISTENSEN & ASSOCIATES LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2110 AUSTIN AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WACO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 76701 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2547523436 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-03-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PAUL J CHRISTENSEN CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-07-07T19:00:46-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-08-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
No mirrored PDF or thumbnail assets are attached yet.