Civic Intelligence

Heritage Behavioral Health Systems Inc

EIN 87-0574417 • 501(c)3 • Provo, UT

Profile

To provide use of facilities and management services for heritage schools inc. A residential treatment school

5600 North Heritage School DriveProvo, UT 84604

www.heritagertc.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.07x

Higher debt load relative to assets than 35% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

1.54x

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

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

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

68th percentile

$249,671

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

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

Asset Growth

37th percentile

0.7%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

56th percentile

9.9%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$24,680,853

Up $2,400,059 (+11%) from 2022

Liabilities

Up

$2,045,513

Up $2,001,433 (+4540%) from 2022

Net Assets

Up

$22,635,340

Up $398,626 (+1.8%) from 2022

Operations
Liabilities / Revenue86th percentileNet Margin82nd percentile

Revenue

Up

$1,072,226

Up $184,740 (+21%) from 2022

Expenses

Up

$673,600

Up $84,865 (+14%) from 2022

Net Income

Up

$398,626

Up $99,875 (+33%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$30M$20M$10M$0Assets 2010: $21,077,768Liabilities 2010: $6,232,472Net Assets 2010: $14,845,2962010Assets 2011: $19,041,879Liabilities 2011: $3,570,822Net Assets 2011: $15,471,0572011Assets 2012: $19,855,137Liabilities 2012: $2,998,196Net Assets 2012: $16,856,9412012Assets 2013: $18,675,158Liabilities 2013: $287,893Net Assets 2013: $18,387,2652013Assets 2014: $18,610,945Liabilities 2014: $77,262Net Assets 2014: $18,533,6832014Assets 2015: $18,901,955Liabilities 2015: $57,355Net Assets 2015: $18,844,6002015Assets 2016: $19,326,536Liabilities 2016: $0Net Assets 2016: $19,326,5362016Assets 2017: $19,874,693Liabilities 2017: $1,848Net Assets 2017: $19,872,8452017Assets 2018: $19,899,421Liabilities 2018: $1,330Net Assets 2018: $19,898,0912018Assets 2019: $21,198,243Liabilities 2019: $458,384Net Assets 2019: $20,739,8592019Assets 2020: $21,563,179Liabilities 2020: $1,330Net Assets 2020: $21,561,8492020Assets 2021: $21,937,963Liabilities 2021: $0Net Assets 2021: $21,937,9632021Assets 2022: $22,280,794Liabilities 2022: $44,080Net Assets 2022: $22,236,7142022Assets 2023: $24,680,853Liabilities 2023: $2,045,513Net Assets 2023: $22,635,3402023

Highlighted filing

2023

Assets$24,680,853
Liabilities$2,045,513
Net Assets$22,635,340
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $1,677,4532010Revenue 2011: $2,460,644Expenses 2011: $1,834,881Net Income 2011: $625,7632011Expenses 2012: $1,533,8672012Revenue 2013: $3,339,981Expenses 2013: $1,809,658Net Income 2013: $1,530,3232013Revenue 2014: $1,973,334Expenses 2014: $1,810,284Net Income 2014: $163,0502014Revenue 2015: $1,953,971Expenses 2015: $1,643,054Net Income 2015: $310,9172015Revenue 2016: $1,037,049Expenses 2016: $555,113Net Income 2016: $481,9362016Revenue 2017: $1,064,035Expenses 2017: $517,726Net Income 2017: $546,3092017Revenue 2018: $291,354Expenses 2018: $266,108Net Income 2018: $25,2462018Revenue 2019: $1,355,405Expenses 2019: $513,637Net Income 2019: $841,7682019Revenue 2020: $1,316,567Expenses 2020: $494,577Net Income 2020: $821,9902020Revenue 2021: $964,576Expenses 2021: $588,462Net Income 2021: $376,1142021Revenue 2022: $887,486Expenses 2022: $588,735Net Income 2022: $298,7512022Revenue 2023: $1,072,226Expenses 2023: $673,600Net Income 2023: $398,6262023

Highlighted filing

2023

Revenue$1,072,226
Expenses$673,600
Net Income$398,626
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$24,680,853
Liabilities
$2,045,513
Net assets
$22,635,340
Revenue
$1,072,226
Expenses
$673,600
Net income
$398,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$24.7$2.05$22.6$1.07$0.67$0.40
2022Summary only. Only limited summary data is available for this year.$22.3$0.04$22.2$0.89$0.59$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$0.00$21.9$0.96$0.59$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.00$21.6$1.32$0.49$0.82
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$0.46$20.7$1.36$0.51$0.84
2018Summary only. Only limited summary data is available for this year.$19.9$0.00$19.9$0.29$0.27$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$0.00$19.9$1.06$0.52$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.00$19.3$1.04$0.56$0.48
2015Detailed filing. Detailed filing data is available for this year.$18.9$0.06$18.8$1.95$1.64$0.31
2014Detailed filing. Detailed filing data is available for this year.$18.6$0.08$18.5$1.97$1.81$0.16
2013Detailed filing. Detailed filing data is available for this year.$18.7$0.29$18.4$3.34$1.81$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$3.00$16.9$1.53
2011Summary only. Only limited summary data is available for this year.$19.0$3.57$15.5$2.46$1.83$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$6.23$14.8$1.68
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 7, 2020
Return Version
2018v3.1
Gross Receipts
$1,355,405
Mission and Program Overview

Mission

To provide use of facilities and management services for heritage schools inc. A residential treatment school

To provide facilities and management services to heritage school a school that provides theraputic treatment to adolescents in a school setting.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,590,237$11,117,598▼ $472,639
Savings and Temporary Cash Investments-$5,763,427-
Cash and Non-Interest-Bearing Accounts$3,809,111--
Accounts Receivable-$176-
Total Assets$19,899,421$21,198,243▲ $1,298,822
Other Assets Total$4,500,073$4,317,042▼ $183,031
Liabilities
Accounts Payable and Accrued Expenses$1,330$458,384▲ $457,054
Total Liabilities$1,330$458,384▲ $457,054
Net Assets / Fund Balance
Unrestricted Net Assets$19,898,091$20,289,859▲ $391,768
Temporarily Rstr Net Assets-$450,000-
Total Net Assets Fund Balance$19,898,091$20,739,859▲ $841,768
Total Liabilities and Net Assets / Fund Balance$19,899,421$21,198,243▲ $1,298,822

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,296,097$7,296,651$17,592,748
Leasehold Improvements$293,601$1,326,006$1,619,607
Equipment$293,429$1,093,616$1,387,045
Land$234,471-$234,471
Other Land Buildings$0$30,150$30,150
Other Assets Org$891,570--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Gerald SpanosCEO/current Board ChairmanFT$128,196$128,196
Brad JackmanBoard Member-$7,000$7,000
Richard EvansBoard Member-$7,000$7,000
Stevenson SmithBoard Member-$6,000$6,000
Jalee ClarkeBoard Member-$4,000$4,000
Richard TaggertBoard Member-$4,000$4,000

Board Members and Trustees

NameTitle
Keven DownsExecutive Director
Kevin CurtisChief Operating Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$450,000
Program Service Revenue
$48,906
Investment Income
$6,167
Other Revenue
$850,332
All Other Contributions
$450,000
Change in Net Assets
$841,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,355,405
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,355,405
Total Revenue per Form 990
$1,355,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$513,637
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$479,051--$479,051
Insurance-$4,700-$4,700
Other Expenses$2,037$21-$21
Total Functional Expenses$508,916$4,721$0$513,637

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$513,637
Total Expenses per Audited Statements$513,637
Total Expenses per Form 990$513,637
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
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board reviewed the return by email.”

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

“Annually all employees, officers and trustees are required to sign a conflict of interest statement. Policy requires that any conflicts arising during the year be disclosed.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Heritage Behavioral Health Systems Inc
EIN
87-0574417
Phone
8012264600
Address
5600 NORTH HERITAGE SCHOOL DRIVE, PROVO, UT 84604

Signing Officer

Name
Gerald Spanos
Title
CEO
Phone
8012264600
Signed
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald Spanos
Formed
2008
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
STEVENSON SMITH CPA'S LLC
Address
5255 NORTH EDGEWOOD DR 375, PROVO, UT 84604
Phone
8012344200
Raw XML AppendixShowing 400 of 483 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/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01355405
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05763427
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0870514958
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0928906
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HERITAGE SCHOOLS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0928906
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/BookValueAmt010296097
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07296651
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017592748
IRS990ScheduleD/EquipmentGrp/BookValueAmt0293429
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01093616
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01387045
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0513637
IRS990ScheduleD/LandGrp/BookValueAmt0234471
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0234471
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0293601
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01326006
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01619607
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03077443
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1348029
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2891570
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTERCOMPANY RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2WORK IN PROGRESS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030150
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030150
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01355405
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011117598
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04317042
IRS990ScheduleD/TotalExpensesPerForm990Amt0513637
IRS990ScheduleD/TotalRevenuePerForm990Amt01355405
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01355405
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0513637
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt022500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt116100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0120760
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1116633
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt15628
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016719
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt116642
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt012137
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt113076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KEVIN CURTIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KEVEN DOWNS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF OPERATING OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0176297
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1168079
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWED THE RETURN BY EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY ALL EMPLOYEES, OFFICERS AND TRUSTEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. POLICY REQUIRES THAT ANY CONFLICTS ARISING DURING THE YEAR BE DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0HERITAGE BEHAVIORAL HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HERITAGE SCHOOLS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0870514958
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170(B)(1)(A)(III)(50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RESIDENTIAL TREATMENT FACILITY TO PROVIDE PSYCHIATRIC TREATMENT YOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05600 N HERITAGE SCHOOL DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PROVO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd084604
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd01
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03077443
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1880000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt248906
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HERITAGE SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1HERITAGE SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2HERITAGE SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

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