HERITAGE CHRISTIAN SCHOOLS INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE CHRISTIAN SCHOOLS INC (EIN 35-1111818)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-09
- IRS object ID
- 201621309349301797
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T15:05:24-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462400857 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351111818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE CHRISTIAN SCHOOLS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 3178493441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6401 EAST 75TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY FREEMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3178493441 | PhoneNum |
| Signature | 2016-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT A SCHUSTER | PreparerPersonNm |
| PTIN | P00019243 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2016-04-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY FREEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6401 EAST 75TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,058,667 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.HERITAGECHRISTIAN.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF HERITAGE CHRISTIAN SCHOOL IS TO GLORIFY GOD THROUGH THE DISCIPLESHIP OF STUDENTS AND THE PURSUIT OF EXCELLENCE IN EDUCATION WITH THE BIBLE AS THE FOUNDATION AND JESUS CHRIST AS OUR FOCUS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 356 | TotalEmployeeCnt |
| Total Volunteers | 284 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $796,449 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,861,153 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,575,543 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,644,640 | CYProgramServiceRevenueAmt |
| PY Investment Income | $111 | PYInvestmentIncomeAmt |
| CY Investment Income | -$8,763 | CYInvestmentIncomeAmt |
| PY Other Revenue | $242,050 | PYOtherRevenueAmt |
| CY Other Revenue | $77,515 | CYOtherRevenueAmt |
| PY Total Revenue | $13,614,153 | PYTotalRevenueAmt |
| CY Total Revenue | $14,574,545 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,459,948 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,355,116 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,702,452 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,713,524 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $58,794 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $385,264 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,076,138 | PYOtherExpensesAmt |
| CY Other Expenses | $4,284,189 | CYOtherExpensesAmt |
| PY Total Expenses | $13,238,538 | PYTotalExpensesAmt |
| CY Total Expenses | $13,411,623 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $375,615 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,162,922 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,980,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,581,272 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,969,339 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,358,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,011,177 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,222,818 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF HERITAGE CHRISTIAN SCHOOL IS TO GLORIFY GOD THROUGH THE DISCIPLESHIP OF STUDENTS AND THE PURSUIT OF EXCELLENCE IN EDUCATION WITH THE BIBLE AS THE FOUNDATION AND JESUS CHRIST AS OUR FOCUS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,717,742 | ExpenseAmt |
| Grant | $1,355,116 | GrantAmt |
| Revenue | $12,672,491 | RevenueAmt |
| Desc | PROVIDE CHRISTIAN-BASED EDUCATION TO STUDENTS IN PREKINDERGARTEN THROUGH 12TH GRADE ALONG WITH RELATED SERVICES AND EDUCATIONAL OPPORTUNITIES TYPICALLY ASSOCIATED WITH PRIMARY AND SECONDARY SCHOOLS. | Desc |
| Total Program Service Expenses | $10,717,742 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 356 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | 0 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D SHAW | PersonNm |
| Phone | 3178133886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6401 E 75TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DOUG WALTZ | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAX ANDERS | ||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIEL SCHLEGEL | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELIZABETH ALLEN | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRACY HUFF | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SCHNEIDER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN DIETRICH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY FREEMAN | ||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $117,918 | $0 | $0 | |
| ROBERT SHAW | ||||||
| CONTROLLER | 50.00 | Yes (X) | $68,404 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $186,322 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIVERSIFIED BUILDING GROUP | |||||
| 8070 CASTLETON ROAD SUITE 200 | INDIANAPOLIS | IN | 46250 | CLEANING SERVICE | $416,000 |
| TRANSAMERICA | |||||
| 4333 EDGEWOOD RD NE | CEDAR RAPIDS | IA | 52499 | 401(K) SERVICES | $248,830 |
| SYSCO | |||||
| PO BOX 7137 | INDIANAPOLIS | IN | 46206 | FOOD SERVICE | $201,551 |
| CONNER INSURANCE INC | |||||
| 8445 KEYSTONE CROSSING BLVD SUITE | INDIANAPOLIS | IN | 46240 | INSURANCE | $113,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $142,491 | FundraisingAmt |
| All Other Contributions | $1,718,662 | AllOtherContributionsAmt |
| Noncash Contributions | $6,952 | NoncashContributionsAmt |
| Total Contributions | $1,861,153 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $11,536,678 | $11,536,678 |
| AUXILIARY SERVICES | 611110 | $1,107,962 | $1,107,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,644,640 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111 | TotalRevenueColumnAmt |
| Exclusion | $111 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $340,260 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $349,134 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$8,874 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,874 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$8,874 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $152,143 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $142,491 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $111,353 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,790 | TotalRevenueColumnAmt |
| Exclusion | $40,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $26,615 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $23,635 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,980 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $33,745 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,745 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,745 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,574,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,672,491 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,901 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,116 | TotalAmt |
| Program Services | $1,355,116 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,322 | TotalAmt |
| Program Services | $13,900 | ProgramServicesAmt |
| Management And General | $165,422 | ManagementAndGeneralAmt |
| Fundraising | $7,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,072,499 | TotalAmt |
| Program Services | $4,967,562 | ProgramServicesAmt |
| Management And General | $965,107 | ManagementAndGeneralAmt |
| Fundraising | $139,830 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,024 | TotalAmt |
| Program Services | $663,933 | ProgramServicesAmt |
| Management And General | $339,253 | ManagementAndGeneralAmt |
| Fundraising | $14,838 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,679 | TotalAmt |
| Program Services | $338,196 | ProgramServicesAmt |
| Management And General | $88,191 | ManagementAndGeneralAmt |
| Fundraising | $10,292 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,076 | TotalAmt |
| Management And General | $8,076 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,800 | TotalAmt |
| Management And General | $35,800 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,794 | TotalAmt |
| Fundraising | $58,794 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,539 | TotalAmt |
| Management And General | $15,539 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,070 | TotalAmt |
| Program Services | $525 | ProgramServicesAmt |
| Management And General | $45,123 | ManagementAndGeneralAmt |
| Fundraising | $10,422 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,968 | TotalAmt |
| Management And General | $1,224 | ManagementAndGeneralAmt |
| Fundraising | $44,744 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,803 | TotalAmt |
| Program Services | $6,546 | ProgramServicesAmt |
| Management And General | $56,714 | ManagementAndGeneralAmt |
| Fundraising | $92,543 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,985 | TotalAmt |
| Management And General | $64,985 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857,245 | TotalAmt |
| Program Services | $852,167 | ProgramServicesAmt |
| Management And General | $865 | ManagementAndGeneralAmt |
| Fundraising | $4,213 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,628 | TotalAmt |
| Program Services | $3,855 | ProgramServicesAmt |
| Management And General | $6,195 | ManagementAndGeneralAmt |
| Fundraising | $578 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,430 | TotalAmt |
| Program Services | $14,156 | ProgramServicesAmt |
| Management And General | $6,274 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,812 | TotalAmt |
| Management And General | $203,812 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,736 | TotalAmt |
| Program Services | $869,329 | ProgramServicesAmt |
| Management And General | $103,158 | ManagementAndGeneralAmt |
| Fundraising | $249 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,697 | TotalAmt |
| Program Services | $86,030 | ProgramServicesAmt |
| Management And General | $52,667 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AUXILIARY SERVICES EXPE | $693,707 | $693,707 | ||
| SUPPLIES AND CURRICULUM | $477,498 | $477,498 | ||
| REPAIRS, EQUIPMENT AND | $467,978 | $362,059 | $105,919 | |
| OTHER EXPENSES | $55,581 | $9,527 | $44,293 | $1,761 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,636 | TotalAmt |
| Program Services | $3,636 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,411,623 | TotalAmt |
| Program Services | $10,717,742 | ProgramServicesAmt |
| Management And General | $2,308,617 | ManagementAndGeneralAmt |
| Fundraising | $385,264 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,002,011 | BOYAmt |
| EOY | $2,214,797 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,517 | BOYAmt |
| EOY | $45,494 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,197 | BOYAmt |
| EOY | $808,418 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,017 | BOYAmt |
| EOY | $295,545 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,445 | BOYAmt |
| EOY | $13,609 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,582 | BOYAmt |
| EOY | $89,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,529,059 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,549,688 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,531,682 | BOYAmt |
| EOY | $16,979,371 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,846 | BOYAmt |
| EOY | $74,040 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,219 | BOYAmt |
| EOY | $60,219 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,980,516 | BOYAmt |
| EOY | $20,581,272 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,170 | BOYAmt |
| EOY | $840,592 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,365,420 | BOYAmt |
| EOY | $1,400,653 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,440,000 | BOYAmt |
| EOY | $3,815,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,236 | BOYAmt |
| EOY | $166,692 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,513 | BOYAmt |
| EOY | $135,517 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,969,339 | BOYAmt |
| EOY | $6,358,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,513,091 | BOYAmt |
| EOY | $12,781,024 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,597 | BOYAmt |
| EOY | $1,335,305 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,489 | BOYAmt |
| EOY | $106,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,011,177 | BOYAmt |
| EOY | $14,222,818 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,980,516 | BOYAmt |
| EOY | $20,581,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,162,922 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$277 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $48,996 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $60,219 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,489 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3 | AdministrativeExpensesAmt |
| End Year Balance | $106,489 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,489 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3 | AdministrativeExpensesAmt |
| End Year Balance | $106,489 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,489 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5 | AdministrativeExpensesAmt |
| End Year Balance | $106,489 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,489 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4 | AdministrativeExpensesAmt |
| End Year Balance | $106,489 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,489 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $28 | AdministrativeExpensesAmt |
| End Year Balance | $106,489 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $833,032 | OtherCostOrOtherBasisAmt |
| Book Value | $833,032 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,572,811 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,526,887 | DepreciationAmt |
| Book Value | $14,045,924 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $603,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,141 | DepreciationAmt |
| Book Value | $307,503 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,519,572 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,726,660 | DepreciationAmt |
| Book Value | $1,792,912 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,979,371 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DERIVATIVE CONTRACT | Desc |
| Amt | $135,517 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $135,517 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,191,466 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$277 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $183,985 | OtherRevenueAmt |
| Revenue Not Reported | $183,708 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,007,758 | RevenueSubtotalAmt |
| Other Revenues Not Included | $566,787 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $566,787 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,574,545 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,979,825 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $134,989 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $134,989 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,844,836 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $566,787 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $566,787 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,411,623 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | TWO BRONZE EAGLES ARE ON DISPLAY SINCE THAT IS THE SCHOOL MASCOT. ONE ON TOP OF THE EXTERIOR SIGN AND THE OTHER ON DISPLAY INSIDE THE MAIN ENTRY AREA. A MEMORIAL BENCH SITS OUTSIDE IN FRONT OF THE HIGH SCHOOL GYM AS A REMINDER OF THE COURAGEOUS STRUGGLE ENDURED BY A FORMER STUDENT. A STATUE OF TWO CHILDREN SITS OUTSIDE THE FRONT ENTRANCE OF THE ELEMENTARY SCHOOL TO MEMORIALIZE A FORMER ELEMENTARY PRINCIPAL AND TO SYMBOLIZE OUR COMMITTMENT TO TEACHING. |
| PART V, LINE 4: | EARNINGS FROM THE 'TEACHER ENDOWMENT FUND' ASSETS ARE TO HELP OFFSET THE COST OF TEACHER SALARIES. THE ASSETS IN THE SCOOBY GERBIG FUND ARE USED TO FUND ANNUAL COLLEGE SCHOLARSHIP AWARDS TO THE MALE AND FEMALE ATHLETES OF THE YEAR. |
| PART X, LINE 2: | HERITAGE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A CORRESPONDING STATE TAX LAW. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, HERITAGE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR FISCAL YEARS 2015 AND 2014. HERITAGE FILES U.S. FEDERAL AND STATE OF INDIANA TAX RETURNS. HERITAGE IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE FISCAL YEAR 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 23,635. FUNDRAISING EXPENSES 111,354. CHANGE IN FAIR VALUE OF DERIVATIVE 48,996. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS SHOWN NET OF REVENUE ON FINANCIAL STATEMENTS 627,341. GROUPING DIFFERENCES BETWEEN FINANCIAL STATEMENTS AND FORM 990 -60,554. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 23,635. FUNDRAISING EXPENSES 111,354. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS SHOWN NET OF REVENUE ON FINANCIAL STATEMENTS 627,341. GROUPING DIFFERENCES BETWEEN FINANCIAL STATEMENTS AND FORM 990 -60,554. |
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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | HERITAGE CHRISTIAN SCHOOL ANNUALLY PUBLICIZED AN ADVERTISEMENT ABOUT ITS NON-DISCRIMINATORY POLICY. IT STATES "HERITAGE CHRISTIAN SCHOOL ADMITS ELIGIBLE STUDENTS OF ANY RACE, COLOR, AND NATIONAL OR ETHNIC ORIGIN". THIS IS ALSO PRINTED ON BROCHURES AND APPLICATIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON GROSSNICKLE AND ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S PARK BLVD | AddressLine1Txt |
| City | GREENWOOD | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING ON THRIVE CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $279,078 | GrossReceiptsAmt |
| Retained By Contractor | $58,794 | RetainedByContractorAmt |
| Net To Organization | $220,284 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $279,078 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $58,794 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $220,284 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JOGATHON | Event1Nm |
| Gross Receipts Event1 | $95,381 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $95,381 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $14,389 | OtherDirectExpensesEvent1Amt |
| Event2 | DISCOVER INDY | Event2Nm |
| Gross Receipts Event2 | $47,110 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $47,110 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $25,485 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $152,143 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $152,143 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $71,479 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $294,634 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $142,491 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $152,143 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $111,353 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $111,353 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $40,790 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TUITION ASSISTANCE | 600 | $1,315,329 |
| COLLEGE ASSISTANCE | 10 | $39,787 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TUITION ASSISTANCE FOR ATTENDING THE SCHOOL IS GRANTED ON THE BASIS OF FINANCIAL NEED. SCHOLARSHIPS FOR COLLEGE ATTENDANCE ARE GRANTED ON THE BASIS OF FINANCIAL NEED, ACADEMIC PERFORMANCE, AND ATHLETIC ACCOMPLISHMENTS. TUITION ASSISTANCE GIVEN TO THE FAMILIES IS A DIRECT DEDUCTION ON THEIR BILL. THE SCHOLARSHIPS GIVEN TO STUDENTS AT THE END OF THE YEAR FOR COLLEGE ASSISTANCE ARE WRITTEN TO THE COLLEGE THEY ARE ATTENDING. NO CASH IS RECEIVED DIRECTLY; THEREFORE, THE MONEY AWARDED IS BEING USED FOR ITS INTENDED PURPOSE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA DEVELOPMENT FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 351602316 | BondIssuerEIN |
| Bond Issued | 2010-01-04 | BondIssuedDt |
| Issue Price | $6,890,000 | IssuePriceAmt |
| Purpose | EDUCATIONAL FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $6,890,000 | TotalProceedsAmt |
| Capital Expenditures | $6,890,000 | CapitalExpendituresAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CEO, CONTROLLER, & MEMBERS OF BOARD FINANCE COMMITTEE REVIEW THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR ALL EMPLOYEES AND BOARD MEMBERS RENDER A SIGNED STATEMENT DISCLOSING ANY CONFLICTS AND IF THERE ARE NONE, CERTIFYING THAT NONE EXIST. THE HR STAFF REVIEWS THE SIGNED STATEMENTS AND ADVISES THE CEO OF ANY CONFLICTS INVOLVING EMPLOYEES AND BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE CEO THROUGH A NEGOTIATED PROCESS THAT INCLUDES COMPARATIVE DATA FROM SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE USUALLY NOT AVAILABLE TO THE PUBLIC. THEY ARE AVAILABLE ON AN INDIVIDUAL BASIS AS REQUESTED. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF DERIVATIVE CONTRACT 48,996. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF A INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |