Civic Intelligence

Heritage Academy Sc

EIN 87-3841822 • 501(c)3 • St Helena Island, SC

Profile

Provide a middle and high educational experience that empowers and prepares all scholars to recognize the fullness of their identity to determine, pursue, and succeed the future of their choice. In accordance with our mission, we believe everything we do must be rooted in gullah geechee heritage and strive for academic excellence.

PO Box 771St Helena Island, SC 29920

www.heritageacademysc.org

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.95x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

58th percentile

0.12x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$121,942

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

6th percentile

-36%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

83%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$131,856

Down $74,137 (-36%) from 2024

Liabilities

Up

$125,615

Up $79,447 (+172%) from 2024

Net Assets

Down

$6,241

Down $153,584 (-96%) from 2024

Operations
Liabilities / Revenue58th percentileNet Margin17th percentile

Revenue

Up

$1,039,566

Up $472,777 (+83%) from 2024

Expenses

Up

$1,199,402

Up $791,992 (+194%) from 2024

Net Income

Down

-$159,836

Down $319,215 (-200%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$300K$200K$100K$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $446Liabilities 2023: $0Net Assets 2023: $4462023Assets 2024: $205,993Liabilities 2024: $46,168Net Assets 2024: $159,8252024Assets 2025: $131,856Liabilities 2025: $125,615Net Assets 2025: $6,2412025

Highlighted filing

2025

Assets$131,856
Liabilities$125,615
Net Assets$6,241
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $4,000Expenses 2023: $3,554Net Income 2023: $4462023Revenue 2024: $566,789Expenses 2024: $407,410Net Income 2024: $159,3792024Revenue 2025: $1,039,566Expenses 2025: $1,199,402Net Income 2025: -$159,8362025

Highlighted filing

2025

Revenue$1,039,566
Expenses$1,199,402
Net Income-$159,836
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,856
Liabilities
$125,615
Net assets
$6,241
Revenue
$1,039,566
Expenses
$1,199,402
Net income
-$159,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.01$1.04$1.20$0.16
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.05$0.16$0.57$0.41$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$1,039,566
Mission and Program Overview

Mission

Provide a middle and high educational experience that empowers and prepares all scholars to recognize the fullness of their identity to determine, pursue, and succeed the future of their choice. In accordance with our mission, we believe everything we do must be rooted in gullah geechee heritage and strive for academic excellence.

Provide middle and high educational experience that empowers and prepares all scholars to recognize the fullness of their identity to determine, pursue, and succeed the future of their choice. In accordance with our mission, we believe everything we do must be rooted in gullah geechee heritage and strive for academic excellence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$24,118$69,389▲ $45,271
Cash and Non-Interest-Bearing Accounts$181,875$62,467▼ $119,408
Cap Stk Tr Prin Current Funds$159,825$6,241▼ $153,584
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$205,993$131,856▼ $74,137
Liabilities
Accounts Payable and Accrued Expenses$44,639$125,615▲ $80,976
Other Liabilities$1,529$0▼ $1,529
Total Liabilities$46,168$125,615▲ $79,447
Net Assets / Fund Balance
Total Net Assets Fund Balance$159,825$6,241▼ $153,584
Total Liabilities and Net Assets / Fund Balance$205,993$131,856▼ $74,137
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alana Jenkins MarchelExecutive Dir/principalFT$121,942$121,942

Board Members and Trustees

NameTitle
Christopher OphardtBoard Chair
Amber SpeightsBoard Member
Christina WashingtomBoard Member
Joseph RutterBoard Member
Mary T JacobsBoard Member
Kylene Lebby DavisSecretary
Robert KingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,039,030
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$536
All Other Contributions
$436,805
Change in Net Assets
$-159,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$665,036
Salaries, Compensation, and Employee Benefits$534,366
Total Fundraising Expense$24,388
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$178,471$172,519-$350,990
Occupancy-$208,870-$208,870
Current Officers, Directors, Trustees, and Key Employees$48,777$48,777$24,388$121,942
Advertising-$75,848-$75,848
Fees for Services Management-$46,367-$46,367
Payroll Taxes$17,202$17,978-$35,180
Other Employee Benefits$18,058$8,196-$26,254
Insurance-$13,629-$13,629
Fees for Services Legal-$8,885-$8,885
Travel-$1,315-$1,315
Other Expenses$12,835$238-$238
Total Functional Expenses$301,941$873,073$24,388$1,199,402
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
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
No
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 A, Line 8A

“The school is in its formation process and is in the process of developing these policies and procedures. All records will be maintained by the school as required.”

Form 990, Part VI, Section A, Line 8B

“The school is in its formation process and is in the process of developing these policies and procedures. All records will be maintained by the school as required.”

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

“Form 990 reviewed by board prior to filing.”

Form 990, Part VI, Section C, Line 19

“The school's documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Heritage Academy Sc
EIN
87-3841822
Phone
8436944984
Address
PO BOX 771, ST HELENA ISLAND, SC 29920
Doing Business As
Sea Islands Heritage Academy

Signing Officer

Name
Alana Marchel
Title
Executive Director/principal
Phone
8436944984
Signed
2025-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alana Marchel
Formed
2021
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
7
Employees
8
Volunteers
0

Preparer

Firm
Veris LLC
Address
1156 BOWMAN ROAD SUITE 100-A, MOUNT PLEASANT, SC 29464
Preparer
Jacqueline Brooke Glover-skinner Ea
Phone
8438814477
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

CEASED OPERATIONS:

“On june 12, 2025, the district voted to revoke the school's charter contract effective june 30, 2025, citing low enrollment and governance issues. The school ceased its operations as a public charter school as of june 30, 2025.”

Raw XML Appendix377 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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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS POSTED IN THE SCHOOL'S CHARTER AND ON STUDENT APPLICATIONS AND JOB POSTINGS, WHICH ARE ALL ACCESSIBLE TO THE PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE SINCE IT IS A FREE PUBLIC CHARTER SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL RECEIVES A SIGNIFICANT PORTION OF ITS FUNDING FROM THE SOUTH CAROLINA PUBLIC CHARTER SCHOOL DISTRICT. REFER TO SCHEDULE B FOR THOSE AMOUNTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS IN ITS FORMATION PROCESS AND IS IN THE PROCESS OF DEVELOPING THESE POLICIES AND PROCEDURES. ALL RECORDS WILL BE MAINTAINED BY THE SCHOOL AS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL IS IN ITS FORMATION PROCESS AND IS IN THE PROCESS OF DEVELOPING THESE POLICIES AND PROCEDURES. ALL RECORDS WILL BE MAINTAINED BY THE SCHOOL AS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEWED BY BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SCHOOL'S DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ON JUNE 12, 2025, THE DISTRICT VOTED TO REVOKE THE SCHOOL'S CHARTER CONTRACT EFFECTIVE JUNE 30, 2025, CITING LOW ENROLLMENT AND GOVERNANCE ISSUES. THE SCHOOL CEASED ITS OPERATIONS AS A PUBLIC CHARTER SCHOOL AS OF JUNE 30, 2025.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5CEASED OPERATIONS:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0205993
IRS990/TotalAssetsEOYAmt0131856
IRS990/TotalAssetsGrp/BOYAmt0205993
IRS990/TotalAssetsGrp/EOYAmt0131856
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01039030
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024388
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0873073
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0301941
IRS990/TotalFunctionalExpensesGrp/TotalAmt01199402
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt046168
IRS990/TotalLiabilitiesEOYAmt0125615
IRS990/TotalLiabilitiesGrp/BOYAmt046168
IRS990/TotalLiabilitiesGrp/EOYAmt0125615
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0159825
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06241
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0301941
IRS990/TotalReportableCompFromOrgAmt0121942
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0536
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01039566
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0205993
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0131856
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01315
IRS990/TravelGrp/TotalAmt01315
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0PO BOX 771
IRS990/USAddress/CityNm0ST HELENA ISLAND
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029920
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALANA MARCHEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR/PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum08436944984
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE ACADEMY SC
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0873841822
ReturnHeader/Filer/PhoneNum08436944984
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 771
ReturnHeader/Filer/USAddress/CityNm0ST HELENA ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029920
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571112308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERIS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01156 BOWMAN ROAD SUITE 100-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029464
ReturnHeader/PreparerPersonGrp/PhoneNum08438814477
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELINE BROOKE GLOVER-SKINNER EA
ReturnHeader/ReturnTs02026-02-04T07:57:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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