Civic Intelligence

Heritage Academy Inc

EIN 86-0757062 • 501(c)3 • Mesa, AZ

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Profile

Provide students with a clean, moral, positive atmosphere. Encourage students to master the primary and secondary skills in the fields of history, math, writing, literature, grammar, reading, and science.

32 South CenterMesa, AZ 85210

www.heritageacademyaz.com

Siviq Scores

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

Liabilities / Assets

86th percentile

0.74x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

1.28x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

40th percentile

0.9%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

59th percentile

$214,791

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

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

Asset Growth

3rd percentile

-37%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

8th percentile

-32%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$21,197,264

Down $12,540,051 (-37%) from 2023

Liabilities

Down

$15,787,969

Down $10,741,406 (-40%) from 2023

Net Assets

Down

$5,409,295

Down $1,798,645 (-25%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin40th percentile

Revenue

Down

$12,362,995

Down $5,738,053 (-32%) from 2023

Expenses

Down

$12,256,839

Down $3,690,864 (-23%) from 2023

Net Income

Down

$106,156

Down $2,047,189 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $2,616,644Liabilities 2011: $1,446,246Net Assets 2011: $1,170,3982011Assets 2012: $2,471,533Liabilities 2012: $969,531Net Assets 2012: $1,502,0022012Assets 2013: $2,453,234Liabilities 2013: $879,976Net Assets 2013: $1,573,2582013Assets 2014: $2,719,970Liabilities 2014: $950,441Net Assets 2014: $1,769,5292014Assets 2015: $2,966,594Liabilities 2015: $324,292Net Assets 2015: $2,642,3022015Assets 2016: $4,703,691Liabilities 2016: $1,199,080Net Assets 2016: $3,504,6112016Assets 2017: $4,686,631Liabilities 2017: $798,043Net Assets 2017: $3,888,5882017Assets 2018: $4,564,472Liabilities 2018: $598,055Net Assets 2018: $3,966,4172018Assets 2019: $18,249,500Liabilities 2019: $14,729,272Net Assets 2019: $3,520,2282019Assets 2020: $18,216,595Liabilities 2020: $15,171,061Net Assets 2020: $3,045,5342020Assets 2021: $18,363,649Liabilities 2021: $14,669,019Net Assets 2021: $3,694,6302021Assets 2022: $19,748,664Liabilities 2022: $14,694,069Net Assets 2022: $5,054,5952022Assets 2023: $33,737,315Liabilities 2023: $26,529,375Net Assets 2023: $7,207,9402023Assets 2024: $21,197,264Liabilities 2024: $15,787,969Net Assets 2024: $5,409,2952024

Highlighted filing

2024

Assets$21,197,264
Liabilities$15,787,969
Net Assets$5,409,295
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,064,257Expenses 2011: $3,551,831Net Income 2011: $512,4262011Revenue 2012: $4,432,779Expenses 2012: $4,101,175Net Income 2012: $331,6042012Revenue 2013: $4,386,519Expenses 2013: $4,315,263Net Income 2013: $71,2562013Revenue 2014: $5,117,694Expenses 2014: $4,921,423Net Income 2014: $196,2712014Revenue 2015: $5,025,622Expenses 2015: $4,152,849Net Income 2015: $872,7732015Revenue 2016: $5,690,964Expenses 2016: $4,828,655Net Income 2016: $862,3092016Revenue 2017: $5,643,262Expenses 2017: $5,259,285Net Income 2017: $383,9772017Revenue 2018: $5,310,030Expenses 2018: $5,232,201Net Income 2018: $77,8292018Revenue 2019: $6,131,169Expenses 2019: $6,577,358Net Income 2019: -$446,1892019Revenue 2020: $10,208,481Expenses 2020: $10,593,329Net Income 2020: -$384,8482020Revenue 2021: $13,455,385Expenses 2021: $12,806,289Net Income 2021: $649,0962021Revenue 2022: $15,049,784Expenses 2022: $13,689,819Net Income 2022: $1,359,9652022Revenue 2023: $18,101,048Expenses 2023: $15,947,703Net Income 2023: $2,153,3452023Revenue 2024: $12,362,995Expenses 2024: $12,256,839Net Income 2024: $106,1562024

Highlighted filing

2024

Revenue$12,362,995
Expenses$12,256,839
Net Income$106,156
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$21,197,264
Liabilities
$15,787,969
Net assets
$5,409,295
Revenue
$12,362,995
Expenses
$12,256,839
Net income
$106,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.2$15.8$5.41$12.4$12.3$0.11
2023Detailed filing. Detailed filing data is available for this year.$33.7$26.5$7.21$18.1$15.9$2.15
2022Detailed filing. Detailed filing data is available for this year.$19.7$14.7$5.05$15.0$13.7$1.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$14.7$3.69$13.5$12.8$0.65
2020Detailed filing. Detailed filing data is available for this year.$18.2$15.2$3.05$10.2$10.6$0.38
2019Detailed filing. Detailed filing data is available for this year.$18.2$14.7$3.52$6.13$6.58$0.45
2018Summary only. Only limited summary data is available for this year.$4.56$0.60$3.97$5.31$5.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.69$0.80$3.89$5.64$5.26$0.38
2016Detailed filing. Detailed filing data is available for this year.$4.70$1.20$3.50$5.69$4.83$0.86
2015Detailed filing. Detailed filing data is available for this year.$2.97$0.32$2.64$5.03$4.15$0.87
2014Summary only. Only limited summary data is available for this year.$2.72$0.95$1.77$5.12$4.92$0.20
2013Summary only. Only limited summary data is available for this year.$2.45$0.88$1.57$4.39$4.32$0.07
2012Summary only. Only limited summary data is available for this year.$2.47$0.97$1.50$4.43$4.10$0.33
2011Summary only. Only limited summary data is available for this year.$2.62$1.45$1.17$4.06$3.55$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$12,362,995
Mission and Program Overview

Mission

Provide students with a clean, moral, positive atmosphere. Encourage students to master the primary and secondary skills in the fields of history, math, writing, literature, grammar, reading, and science.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$26,165,385$16,086,595▼ $10,078,790
Cash and Non-Interest-Bearing Accounts$2,717,195$2,583,895▼ $133,300
Other Notes and Loans Receivable, Net-$1,090,532-
Savings and Temporary Cash Investments$1,038,870--
Prepaid Expenses and Deferred Charges$284,475--
Total Assets$33,737,315$21,197,264▼ $12,540,051
Other Assets Total$3,531,390$1,436,242▼ $2,095,148
Liabilities
Tax Exempt Bond Liabilities$24,705,151--
Other Liabilities$850,452$15,355,672▲ $14,505,220
Accounts Payable and Accrued Expenses$973,772$432,297▼ $541,475
Total Liabilities$26,529,375$15,787,969▼ $10,741,406
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,207,940$5,409,295▼ $1,798,645
Total Net Assets Fund Balance$7,207,940$5,409,295▼ $1,798,645
Total Liabilities and Net Assets / Fund Balance$33,737,315$21,197,264▼ $12,540,051

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,071,247$1,447,438-
Other Land Buildings$11,232,151$802,297-
Land$442,300--
Equipment$340,897$308,075-
Other Assets Org$147,746--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric VogelsbergCFOPT$180,708$34,083$214,791
Jared TaylorChairman/CEOPT$161,889$26,942$188,831
Heidi UdallPrincipalPT$131,592-$131,592
Eve SeamanDirectorPT$119,005-$119,005
Marie RenardDirectorPT$109,540-$109,540

Board Members and Trustees

NameTitle
Raymond JonesDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$8,880,136
Program Service Revenue
$3,299,750
Investment Income
$22,198
Other Revenue
$160,911
Change in Net Assets
$106,156

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,362,995
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,362,995
Total Revenue per Form 990
$12,362,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,133,113
Other Expenses$4,123,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,322,733$521,097-$5,843,830
Pension Plan Contributions$782,000$68,000-$850,000
Occupancy$786,126$37,043-$823,169
Current Officers, Directors, Trustees, and Key Employees$763,759--$763,759
Depreciation Depletion$612,724$68,081-$680,805
Fees for Services Other$245,451$270,797-$516,248
Payroll Taxes$452,295$43,678-$495,973
Interest$329,070$58,442-$387,512
Other Employee Benefits$165,187$14,364-$179,551
Insurance$155,676$7,336-$163,012
Other Expenses$70,503$-7,360-$63,143
Advertising$46,109$13,005-$59,114
All Other Expenses$34,796$1,640-$36,436
Travel$24,898$7,022-$31,920
Fees for Services Legal$5,658$6,254-$11,912
Total Functional Expenses$10,946,482$1,310,357$0$12,256,839

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,256,839
Total Expenses per Audited Statements$12,256,839
Total Expenses per Form 990$12,256,839
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common OwnershipBuilding LeaseNo$645,403
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liabilities Plus Current Portion$11,402,930
Due to Affiliated Schools$2,048,836
Long Term Debt Less Current Portion$1,552,780
Current Portion of Finance Lease Liability$265,564
Current Portion of Long Term Debt$42,536
Other Current Liabilities$37,688
Current Portion of Operating Lease Liability$3,172
Operating Lease Liabilities Less Current Portion$2,166
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
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

“Line 11b explanation - the board reviews form 990 before filing.”

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

“Authorization of compensation amounts for the board members who are employed by heritage academy, inc are approved by a majority vote of the governing board the subject member whose compensation is subject to approval abstains from the vote.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Heritage Academy Inc
EIN
86-0757062
Phone
4809695641
Address
32 SOUTH CENTER, MESA, AZ 85210

Signing Officer

Name
Jared Taylor
Title
Director
Phone
4809695641
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jared Taylor
Formed
1994
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
0
Employees
243
Volunteers
0

Preparer

Firm
Gallacher Bosen & Goodman Pllc
Address
1830 S ALMA SCHOOL RD STE 116, MESA, AZ 85210
Preparer
Marcos Goodman CPA
Phone
4808209184
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The school follows guidance issued by the financial accounting standards board ("fasb") related to accounting for income tax uncertainties. Under this guidance, the school accounts for the effect of any uncertain tax positions based on whether it is "more-likely-than-not" that the position will be sustained by the taxing authority upon examination. The school routinely evaluates potential uncertain tax positions. The school has identified its status as an exempt organization as a tax position; however, the school has determined that such a tax position does not result in an uncertainty that requires recognition.”

Raw XML AppendixShowing 400 of 510 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.

Path#Value
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IRS990/ActivityOrMissionDesc0PROVIDE STUDENTS WITH A CLEAN, MORAL, POSITIVE ATMOSPHERE. ENCOURAGE STUDENTS TO MASTER THE PRIMARY AND SECONDARY SKILLS IN THE FIELDS OF HISTORY, MATH, WRITING, LITERATURE, GRAMMAR, READING, AND SCIENCE.
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IRS990/Desc0HERITAGE ACADEMY, INC. OPERATES AS A CHARTER SCHOOL FOR GRADES 7-12 IN THE GREATER PHOENIX AREA. THE SCHOOL HAD APPROXIMATELY 778 STUDENTS ENROLLED DURING THE 2023-2024 SCHOOL YEAR.
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03531390
IRS990/OtherAssetsTotalGrp/EOYAmt01436242
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014364
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0165187
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0179551
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1PROPERTY SERVICES
IRS990/OtherExpensesGrp/Desc2OTHER PURCHASED SERVICE
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt090118
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120437
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt290403
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-7360
IRS990/OtherExpensesGrp/ProgramServicesAmt0390767
IRS990/OtherExpensesGrp/ProgramServicesAmt1444670
IRS990/OtherExpensesGrp/ProgramServicesAmt2314060
IRS990/OtherExpensesGrp/ProgramServicesAmt370503
IRS990/OtherExpensesGrp/TotalAmt0480885
IRS990/OtherExpensesGrp/TotalAmt1465107
IRS990/OtherExpensesGrp/TotalAmt2404463
IRS990/OtherExpensesGrp/TotalAmt363143
IRS990/OtherLiabilitiesGrp/BOYAmt0850452
IRS990/OtherLiabilitiesGrp/EOYAmt015355672
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN ON CASH SURRENDER
IRS990/OtherRevenueMiscGrp/ExclusionAmt0160911
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0160911
IRS990/OtherRevenueTotalAmt0160911
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0521097
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05322733
IRS990/OtherSalariesAndWagesGrp/TotalAmt05843830
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01090532
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt043678
IRS990/PayrollTaxesGrp/ProgramServicesAmt0452295
IRS990/PayrollTaxesGrp/TotalAmt0495973
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt068000
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0782000
IRS990/PensionPlanContributionsGrp/TotalAmt0850000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0284475
IRS990/PrincipalOfficerNm0JARED TAYLOR
IRS990/PriorPeriodAdjustmentsAmt0-1904801
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1OTHER SUPPORT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02563067
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1736683
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02563067
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1736683
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02092948
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0114508
IRS990/PYOtherExpensesAmt04891852
IRS990/PYOtherRevenueAmt085242
IRS990/PYProgramServiceRevenueAmt015808350
IRS990/PYRevenuesLessExpensesAmt02153345
IRS990/PYSalariesCompEmpBnftPaidAmt011055851
IRS990/PYTotalExpensesAmt015947703
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018101048
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0106156
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03299750
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01038870
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/BookValueAmt04071247
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01447438
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt05518685
IRS990ScheduleD/EquipmentGrp/BookValueAmt0340897
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0308075
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0648972
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt012256839
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0442300
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0442300
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01197232
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15269
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt285995
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3147746
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE OF LIFE INSURANCE POLICY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OPERATING LEASE RIGHT-OF-USE ASSETS, NET OF AMORTIZATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER CURRENT ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011232151
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0802297
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt012034448
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03172
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1265564
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt242536
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31552780
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt411402930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt52166
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt637688
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt72048836
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT PORTION OF OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CURRENT PORTION OF FINANCE LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CURRENT PORTION OF LONG TERM DEBT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3LONG TERM DEBT LESS CURRENT PORTION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4FINANCE LEASE LIABILITIES PLUS CURRENT PORTION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5OPERATING LEASE LIABILITIES LESS CURRENT PORTION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6OTHER CURRENT LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7DUE TO AFFILIATED SCHOOLS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt012362995
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL FOLLOWS GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") RELATED TO ACCOUNTING FOR INCOME TAX UNCERTAINTIES. UNDER THIS GUIDANCE, THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON WHETHER IT IS "MORE-LIKELY-THAN-NOT" THAT THE POSITION WILL BE SUSTAINED BY THE TAXING AUTHORITY UPON EXAMINATION. THE SCHOOL ROUTINELY EVALUATES POTENTIAL UNCERTAIN TAX POSITIONS. THE SCHOOL HAS IDENTIFIED ITS STATUS AS AN EXEMPT ORGANIZATION AS A TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH A TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY THAT REQUIRES RECOGNITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016086595
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01436242
IRS990ScheduleD/TotalExpensesPerForm990Amt012256839
IRS990ScheduleD/TotalLiabilityAmt015355672
IRS990ScheduleD/TotalRevenuePerForm990Amt012362995
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012362995
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012256839
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 SCHOOL HAS THEIR RACIAL NONDISCRIMINATORY POLICY IN THE SCHOOL'S HANDBOOK, WHICH IS POSTED ON THEIR WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0180708
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1161889
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount06500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount16500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt027583
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt120442
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIC VOGELSBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JARED TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHAIRMAN/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0214791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1188831
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0T & G PROPERTIES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0COMMON OWNERSHIP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0645403
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BUILDING LEASE
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE BOARD REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AUTHORIZATION OF COMPENSATION AMOUNTS FOR THE BOARD MEMBERS WHO ARE EMPLOYED BY HERITAGE ACADEMY, INC ARE APPROVED BY A MAJORITY VOTE OF THE GOVERNING BOARD THE SUBJECT MEMBER WHOSE COMPENSATION IS SUBJECT TO APPROVAL ABSTAINS FROM THE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00

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