HERITAGE SCHOOL INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE SCHOOL INC (EIN 58-1077670)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349309130
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T12:47:04-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581763570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES AND KOLB | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3475 PIEDMONT ROAD NE SUITE 1500 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581077670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 7702539898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2093 HIGHWAY US-29 | AddressLine1Txt |
| City | NEWNAN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30263 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN CRAWFORD | PersonNm |
| Person Title | DIRECTOR OF FINANCE AND OPERATIONS | PersonTitleTxt |
| Phone | 7702539898 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | CRAWFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JORDAN H JONES | PreparerPersonNm |
| PTIN | P01541391 | PTIN |
| Phone | 4042627920 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN CRAWFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2093 HIGHWAY 29 NORTH | AddressLine1Txt |
| City | NEWNAN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30263 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,872,457 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERITAGESCHOOL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE HERITAGE SCHOOL IS TO DEVELOP THE MIND THROUGH A FULL RANGE OF RIGOUROUS ACADEMICS; TO DEVELOP THE BODY THROUGH COMPETITION AND TEAMWORK; TO DEVELOP THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH; AND TO DEVELOP CAMARADERIE THROUGH SHARED EXPERIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 124 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,307,181 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,515,497 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,856,068 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,283,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,379 | PYInvestmentIncomeAmt |
| CY Investment Income | $159,178 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,199,628 | PYTotalRevenueAmt |
| CY Total Revenue | $10,957,831 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,185,026 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,209,553 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,095,455 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,283,540 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $297,428 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,190,420 | PYOtherExpensesAmt |
| CY Other Expenses | $3,281,165 | CYOtherExpensesAmt |
| PY Total Expenses | $9,470,901 | PYTotalExpensesAmt |
| CY Total Expenses | $9,774,258 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $728,727 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,183,573 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,468,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,388,564 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,118,899 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,873,497 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,349,809 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,515,067 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE HERITAGE SCHOOL IS TO DEVELOP THE MIND THROUGH A FULL RANGE OF RIGOROUS ACADEMICS; TO DEVELOP THE BODY THROUGH COMPETITION AND TEAMWORK; TO DEVELOP THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH; AND TO DEVELOP CAMARADERIE THROUGH SHARED EXPERIENCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,614,005 | ExpenseAmt |
| Grant | $1,209,553 | GrantAmt |
| Revenue | $9,283,156 | RevenueAmt |
| Desc | THE HERITAGE SCHOOL IS A CO-EDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL COMMITTED TO PROVIDING AN ENVIRONMENT THAT DEVELOPS THE MIND IN PREPARATION FOR COLLEGE AND LATER LIFE, THE BODY THROUGH COMPETITION AND TEAMWORK, THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH, AND CAMARADERIE THROUGH SHARED EXPERIENCE. MIND, BODY, SPIRIT, AND CAMARADERIE ARE INFUSED THROUGHOUT THE OPPORTUNITIES OFFERED ON AND OFF CAMPUS IN ACADEMICS, FINE ARTS, ATHLETICS, AND SERVICE.THE HERITAGE SCHOOL PROVIDES EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN GRADES PRE-K-3 THROUGH TWELVE. THE HERITAGE SCHOOL HOLDS ACCREDITATION FROM BOTH THE SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS AND THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS, AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, GEORGIA ASSOCIATION OF INDEPENDENT SCHOOLS, AND ATLANTA AREA ASSOCIATION OF INDEPENDENT SCHOOLS. | Desc |
| Total Program Service Expenses | $7,614,005 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 124 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN CRAWFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7702539898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2093 N HWY 29 | AddressLine1Txt |
| City | NEWNAN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30263 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SHANE LORD | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH KEOUGH | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUG AUGUSTINE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN LEWIS | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SALLY LOVE CONNALY-LIENAU | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESS BARRON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWYN CARTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH CHAPMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEN HOSCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM THOMASSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN MARIE EADE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE DUNLAP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE THOMPSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN SKELLY | ||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $225,000 | $0 | $36,629 | |
| KAREN CRAWFORD | ||||||
| DIRECTOR OF FINANCE & OPER | 40.00 | Yes (X) | $133,755 | $0 | $1,371 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $358,755 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLERMEYER BERGENSONS SERVICES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7410386 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60674 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CLEANING | ServicesDesc |
| Compensation | $151,380 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,515,497 | AllOtherContributionsAmt |
| Total Contributions | $1,515,497 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES, NET | 611710 | $8,807,140 | $8,807,140 |
| AUXILIARY SERVICES | 611710 | $389,947 | $389,947 |
| GATE/BOX OFFICE | 611710 | $36,473 | $36,473 |
| CONCESSIONS | 611710 | $27,879 | $27,879 |
| SCHOOL STORE | 611710 | $21,717 | $21,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,283,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,606 | TotalRevenueColumnAmt |
| Exclusion | $109,606 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $964,198 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $914,626 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,572 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,572 | TotalRevenueColumnAmt |
| Exclusion | $49,572 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,957,831 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,283,156 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $159,178 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,209,553 | TotalAmt |
| Program Services | $1,209,553 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,930 | TotalAmt |
| Management And General | $421,930 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,082,494 | TotalAmt |
| Program Services | $3,273,818 | ProgramServicesAmt |
| Management And General | $692,276 | ManagementAndGeneralAmt |
| Fundraising | $116,400 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,797 | TotalAmt |
| Program Services | $51,644 | ProgramServicesAmt |
| Management And General | $9,613 | ManagementAndGeneralAmt |
| Fundraising | $2,540 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,184 | TotalAmt |
| Program Services | $311,079 | ProgramServicesAmt |
| Management And General | $89,067 | ManagementAndGeneralAmt |
| Fundraising | $7,038 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,135 | TotalAmt |
| Program Services | $226,183 | ProgramServicesAmt |
| Management And General | $73,910 | ManagementAndGeneralAmt |
| Fundraising | $8,042 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,657 | TotalAmt |
| Management And General | $8,657 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $868,865 | TotalAmt |
| Program Services | $603,151 | ProgramServicesAmt |
| Management And General | $164,233 | ManagementAndGeneralAmt |
| Fundraising | $101,481 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,066 | TotalAmt |
| Program Services | $2,023 | ProgramServicesAmt |
| Management And General | $1,101 | ManagementAndGeneralAmt |
| Fundraising | $1,942 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,325 | TotalAmt |
| Program Services | $394,565 | ProgramServicesAmt |
| Management And General | $138,472 | ManagementAndGeneralAmt |
| Fundraising | $18,288 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,327 | TotalAmt |
| Program Services | $79,429 | ProgramServicesAmt |
| Management And General | $76,898 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,230 | TotalAmt |
| Program Services | $275,676 | ProgramServicesAmt |
| Management And General | $2,554 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,700 | TotalAmt |
| Program Services | $141,830 | ProgramServicesAmt |
| Management And General | $556 | ManagementAndGeneralAmt |
| Fundraising | $7,314 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,558 | TotalAmt |
| Management And General | $6,558 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,732 | TotalAmt |
| Program Services | $661,109 | ProgramServicesAmt |
| Management And General | $92,248 | ManagementAndGeneralAmt |
| Fundraising | $15,375 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,237 | TotalAmt |
| Program Services | $99,095 | ProgramServicesAmt |
| Management And General | $142 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $265,209 | $180,946 | $69,834 | $14,429 |
| MEALS | $40,341 | $25,839 | $11,330 | $3,172 |
| BOOKS AND PUBLICATIONS | $34,909 | $34,909 | ||
| TESTING | $30,230 | $30,230 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,779 | TotalAmt |
| Program Services | $12,926 | ProgramServicesAmt |
| Management And General | $3,446 | ManagementAndGeneralAmt |
| Fundraising | $1,407 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,774,258 | TotalAmt |
| Program Services | $7,614,005 | ProgramServicesAmt |
| Management And General | $1,862,825 | ManagementAndGeneralAmt |
| Fundraising | $297,428 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,051,001 | BOYAmt |
| EOY | $5,190,715 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,336 | BOYAmt |
| EOY | $136,106 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,835 | BOYAmt |
| EOY | $41,506 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,398 | BOYAmt |
| EOY | $96,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,360,154 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,327,970 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,172,789 | BOYAmt |
| EOY | $8,032,184 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,726,791 | BOYAmt |
| EOY | $2,796,610 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,558 | BOYAmt |
| EOY | $95,117 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,468,708 | BOYAmt |
| EOY | $16,388,564 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,946 | BOYAmt |
| EOY | $452,674 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,631,693 | BOYAmt |
| EOY | $1,264,259 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,260 | BOYAmt |
| EOY | $156,564 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,118,899 | BOYAmt |
| EOY | $1,873,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,908,512 | BOYAmt |
| EOY | $10,337,172 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,441,297 | BOYAmt |
| EOY | $4,177,895 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,349,809 | BOYAmt |
| EOY | $14,515,067 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,468,708 | BOYAmt |
| EOY | $16,388,564 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,183,573 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$18,315 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,330,389 | BeginningYearBalanceAmt |
| Contributions | $2,500 | ContributionsAmt |
| Investment Earnings Or Losses | $90,486 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,500 | OtherExpendituresAmt |
| Administrative Expenses | $8,849 | AdministrativeExpensesAmt |
| End Year Balance | $1,387,026 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,003,811 | BeginningYearBalanceAmt |
| Contributions | $500,492 | ContributionsAmt |
| Investment Earnings Or Losses | -$140,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,567 | OtherExpendituresAmt |
| Administrative Expenses | $2,354 | AdministrativeExpensesAmt |
| End Year Balance | $1,330,389 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,963,744 | BeginningYearBalanceAmt |
| Contributions | $19,525 | ContributionsAmt |
| Investment Earnings Or Losses | $403,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,368,692 | OtherExpendituresAmt |
| Administrative Expenses | $14,102 | AdministrativeExpensesAmt |
| End Year Balance | $1,003,811 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,912,839 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | $64,745 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,250 | OtherExpendituresAmt |
| Administrative Expenses | $16,590 | AdministrativeExpensesAmt |
| End Year Balance | $1,963,744 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,861,892 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $116,656 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64,378 | OtherExpendituresAmt |
| Administrative Expenses | $16,331 | AdministrativeExpensesAmt |
| End Year Balance | $1,912,839 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.85676 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14324 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $346,211 | OtherCostOrOtherBasisAmt |
| Book Value | $346,211 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,819,828 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,139,098 | DepreciationAmt |
| Book Value | $6,680,730 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,835,052 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,188,872 | DepreciationAmt |
| Book Value | $646,180 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $359,063 | OtherCostOrOtherBasisAmt |
| Book Value | $359,063 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,032,184 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SEC. 457 LIABILITY | $95,117 |
| NOTE PAYABLE - BB/SB LIGHTING | $61,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $156,564 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,721,306 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$18,315 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,209,553 | OtherRevenueAmt |
| Revenue Not Reported | -$1,227,868 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,949,174 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,657 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $8,657 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,957,831 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,556,048 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,556,048 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,657 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,209,553 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,218,210 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,774,258 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TUITION ASSISTANCE -1,209,553. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 1,209,553. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | NEWSPAPER, TELEVISION AND OTHER ADVERTISING BROCHURES CONTAIN NONDISCRIMINATION POLICY. |
| SCHEDULE E, PART I, LINE 6 | THE HERITAGE SCHOOL RECEIVES FINANCIAL AID FROM THE STATE OF GEORGIA ON BEHALF OF ITS STUDENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 143 | RecipientCnt |
| Cash Grant | $1,209,553 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION ASSISTANCE | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HERITAGE SCHOOL OFFERS FINANCIAL ASSISTANCE TO QUALIFIED APPLICANTS WHOSE FAMILIES ARE UNABLE TO PAY FULL TUITION. THROUGHOUT THE PROCESS, THE HERITAGE SCHOOL WILL UPHOLD THE HIGHEST DEGREE OF PROFESSIONALISM, CONFIDENTIALITY, HONESTY, AND INTEGRITY. THE HEAD OF SCHOOL IS RESPONSIBLE FOR THE DETERMINATION OF NEED-BASED ASSISTANCE. THE HEAD OF SCHOOL IN CONJUCTION WITH THE DIRECTOR OF FINANCE AND OPERATIONS WILL DETERMINE THE PROCESS FOR FINANCIAL ASSISTANCE AND WILL PROVIDE AN UPDATE ANNUALLY TO THE FINANCE COMMITTEE REGARDING THE FINANCIAL ASSISTANCE PROCESS. FINANCIAL ASSISTANCE INCLUDES FINANCIAL AID, SSO AND SCHOLARSHIPS CONTROLLED BY THE HERITAGE SCHOOL. ASSISTANCE DIRECTED BY THE DONOR AS TO THE AMOUNT OR RECIPIENT IS NOT INCLUDED OR CONSIDERED TO BE FINANCIAL ASSISTANCE ADMINISTERED BY THE HERITAGE SCHOOL. ALL STUDENTS MUST MEET THE HERITAGE SCHOOL ADMISSIONS CRITERIA PRIOR TO CONSIDERATION FOR FINANCIAL ASSISTANCE. THE PROCESS OF DETERMINING AN APPLICANT'S FINANCIAL ASSISTANCE WILL INCLUDE THE USE OF SMARTAID OR A SIMILAR THIRD-PARTY PLATFORM THAT PROVIDES FINANCIAL AID NEED ASSESSMENTS. THE HEAD OF SCHOOL AND THE DIRECTOR OF FINANCE AND OPERATIONS SHALL NOT ISSUE FINANCIAL ASSISTANCE TO ANY APPLICANT IN EXCESS OF AN APPLICANT'S FINANCIAL AID NEED ASSESSMENT, AS DETERMINED BY SMARTAID OR ANY SIMILAR PLATFORM. NOTWITHSTANDING THE FOREGOING, FINANCIAL ASSISTANCE MAY EXCEED AN APPLICANT'S FINANCIAL AID NEED ASSESSMENT IF THE APPLICANT'S FINANCIAL ASSISTANCE FOR THAT SCHOOL YEAR IS APPROVED BY: (I) A MAJORITY-VOTE OF THE FINANCE COMMITTEE AT A MEETING AT WHICH QUORUM EXISTS; OR (II) IN THE EVENT THAT A QUORUM OF THE FINANCE COMMITTEE IS UNAVAILABLE, THE CHAIR OF THE FINANCE COMMITTEE, WHO SHALL SUBMIT THE APPROVED AMOUNT OF FINANCIAL ASSISTANCE TO THE FINANCE COMMITTEE FOR REVIEW AND CONFIRMATION AT THE FOLLOWING MEETING. THE FINANCE COMMITTEE MUST REVIEW ON A NO-NAME BASIS THE FACTS, CIRCUMSTANCES AND FINANCIAL AID NEED ASSESSMENT OF EACH APPLICANT WHO RECEIVES FINANACIL ASSISTANCE IN EXCESS OF THE APPLICANT'S FINANCIAL AID NEED ASSESSMENT. THE HEAD OF SCHOOL SHALL REDACT ALL PERSONALLY INDENTIFIABLE INFORMATION FROM ANY FINANCIAL ASSISTANCE INFORMATION PRIOR TO PROVIDING IT TO THE FINANCE COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN SKELLY | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $215,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $10,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $28,150 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,479 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $261,629 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 TAX RETURN IS PRESENTED AND APPROVED BY THE BOARD OF TRUSTEES ALONG WITH THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEE COMMITTEE REVIEWS CONFLICT OF INTEREST POLICIES ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SCHOOL UTILIZES A HEAD OF SCHOOL COMPENSATION AND EVALUATION COMMITTEE TO SET COMPENSATION FOR THE HEAD OF THE SCHOOL. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |