HERITAGE UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE UNIVERSITY (EIN 91-1160585)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2026-03-30
- IRS object ID
- 202610899349300931
- Schema version
- 2023v6.0
- 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 C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-30T16:42:17-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 E YAKIMA AVENUE SUITE 110 | AddressLine1Txt |
| City | YAKIMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911160585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 5098658500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3240 FORT ROAD | AddressLine1Txt |
| City | TOPPENISH | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 989489599 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS GILMER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5098658500 | PhoneNum |
| Signature | 2026-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMINA O CRESSWELL | PreparerPersonNm |
| PTIN | P01217304 | PTIN |
| Phone | 5092487750 | PhoneNum |
| Preparation | 2026-03-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | CHRIS GILMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3240 FORT ROAD | AddressLine1Txt |
| City | TOPPENISH | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 989489599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,120,728 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERITAGE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | HERITAGE UNIVERSITY IS A NON-PROFIT, INDEPENDENT, NON-DENOMINATIONAL ACCREDITED INSTITUTION OF HIGHER EDUCATION OFFERING UNDERGRADUATE AND GRADUATE EDUCATION. ITS MISSION IS TO PROVIDE QUALITY, ACCESSIBLE HIGHER EDUCATION TO MULTICULTURAL POPULATIONS, WHICH HAVE BEEN UNDERSERVED IN THE YAKIMA VALLEY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 441 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,030,844 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,109,368 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,052,747 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,761,410 | CYProgramServiceRevenueAmt |
| PY Investment Income | $460,579 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,572,165 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,585,812 | PYOtherRevenueAmt |
| CY Other Revenue | $532,700 | CYOtherRevenueAmt |
| PY Total Revenue | $31,129,982 | PYTotalRevenueAmt |
| CY Total Revenue | $31,975,643 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,708,433 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,540,553 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,225,119 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,482,510 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,014,926 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,444,547 | PYOtherExpensesAmt |
| CY Other Expenses | $9,292,995 | CYOtherExpensesAmt |
| PY Total Expenses | $28,378,099 | PYTotalExpensesAmt |
| CY Total Expenses | $29,316,058 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,751,883 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,659,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,939,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,770,321 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,643,276 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,326,157 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,296,653 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,444,164 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HERITAGE UNIVERSITY EMPOWERS A MULTI-CULTURAL AND INCLUSIVE STUDENT BODY TO OVERCOME THE SOCIAL, CULTURAL, ECONOMIC AND GEOGRAPHIC BARRIERS THAT LIMIT ACCESS TO HIGHER EDUCATION. ROOTED IN THE HOMELAND OF THE YAKAMA NATION, WE EMBRACE TRANSFORMATIONAL STUDENT-CENTERED EDUCATION THAT CULTIVATES LEADERSHIP AND A COMMITMENT TO THE PROMOTION OF A MORE JUST SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,603,686 | ExpenseAmt |
| Grant | $3,540,553 | GrantAmt |
| Revenue | $24,074,389 | RevenueAmt |
| Desc | 1. TO PROVIDE CLASSROOM, FACULTY AND SERVICES TO ALL HERITAGE STUDENTS, PREDOMINANTLY MINORITY UNDERGRADUATE AND GRADUATE STUDENTS, WHO ARE LIVING IN AN ISOLATED LOCATION AT OR BELOW THE FEDERAL POVERTY GUIDELINES. 2. TO PROVIDE STUDENTS WITH SERVICES INCLUDING FINANCIAL AID ASSISTANCE, COUNSELING, INTERNSHIPS, JOB PLACEMENT, SCHOLARSHIPS, AND GRANTS.3. ACADEMIC SUPPORT INCLUDING STUDENT SUPPORT AND ACCESS TO LEARNING RESOURCES, AND RECORD MAINTENANCE. | Desc |
| Total Program Service Expenses | $21,603,686 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| 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 | 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 | 0 | 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 1344 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 441 | 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 |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (1) | 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAUNDRA FLEMING | PersonNm |
| Phone | 5098658643 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3240 FORT ROAD | AddressLine1Txt |
| City | TOPPENISH | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 989489599 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANDREW SUND | |||||||
| HERITAGE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $326,150 | $0 | $33,153 | |
| BOB GERST | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAUNDRA HILL | |||||||
| 1ST VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HENRY STROM | |||||||
| 2ND VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK OSHIE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS LAWRENCE | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN CHILTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX VERA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON PARKER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD HILL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH MENDOZA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERARDO RUELAS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL FALK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FRAIRE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIP RAMSEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN NEWHOUSE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI ARVISO ALVORD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARICELA SANCHEZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GOETTL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GUIDON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE GONZALEZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIMI GARDNER GATES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLE JMAHER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL CHILES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP RIGDON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL LIDMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN SMITH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARLEN WASHINES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN WALLACH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY WARNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA REHRMANN | |||||||
| BOARD MEMBER (THRU 07/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MELISSA HILL | |||||||
| PROVOST/VP OF ACADEMIC AFFAIRS | 40.00 | Yes (X) | $130,240 | $0 | $20,091 | ||
| THOMAS RICHTER CFOVP OF | |||||||
| ADMINISTRATION (THRU 10/23) | 40.00 | Yes (X) | $108,139 | $0 | $15,625 | ||
| SAUNDRA FLEMING | |||||||
| INTERIM CFO | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| KAZUHIRO SONODA | |||||||
| PROFESSOR ARTS & SCIENCE | 40.00 | $143,352 | $0 | $10,318 | Yes (X) | ||
| CHRISTINA NYIRATI | |||||||
| CHAIR, DEPT OF NURSING DIRECTOR | 40.00 | $137,944 | $0 | $20,117 | Yes (X) | ||
| DAVID WISE | |||||||
| VP OF ADVANCEMENT/MARKETING | 40.00 | $137,132 | $0 | $20,091 | Yes (X) | ||
| COREY HODGE | |||||||
| VP OF STUDENT AFFAIRS | 40.00 | $136,650 | $0 | $20,083 | Yes (X) | ||
| JOEL THOME | |||||||
| ASSOCIATE PROFESSOR | 40.00 | $114,298 | $0 | $18,347 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,233,905 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $157,825 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| T & M HEATING & REFRIGERATION INC | |||||
| PO BOX 3120 | UNION GAP | WA | 989030120 | HEATING & REFRIGERATION | $350,665 |
| CERIUM NETWORKS INC | |||||
| 1636 W 1ST AVENUE | SPOKANE | WA | 99201 | TECHNOLOGY SUPPORT SERVICES | $308,691 |
| CHERVENELL CONSTRUCTION COMPANY | |||||
| 107422 E DETRICK PR SE | KENNEWICK | WA | 99338 | CONSTRUCTION | $277,838 |
| JENZABAR INC | |||||
| PO BOX 845588 | BOSTON | MA | 022845588 | TECHNOLOGY SUPPORT SERVICES | $263,548 |
| HANNA & ASSOCIATES INC | |||||
| PO BOX 2025 | COEUR DALENE | ID | 838162025 | ADVERTISING | $232,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $632,415 | FundraisingAmt |
| All Other Contributions | $5,476,953 | AllOtherContributionsAmt |
| Noncash Contributions | $268,481 | NoncashContributionsAmt |
| Total Contributions | $6,109,368 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $15,156,954 | $15,156,954 |
| FEDERAL GRANTS | 611600 | $6,489,635 | $6,489,635 |
| STATE & LOCAL GRANTS | 611600 | $1,234,191 | $1,234,191 |
| STUDENT FEE REVENUE | 611710 | $484,787 | $484,787 |
| PRIVATE GRANTS | 611600 | $395,843 | $395,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,761,410 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,135,158 | TotalRevenueColumnAmt |
| Exclusion | $1,135,158 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,619 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,881 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,881 | TotalRevenueColumnAmt |
| Exclusion | $69,881 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,301,386 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,864,379 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $437,007 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $437,007 | TotalRevenueColumnAmt |
| Exclusion | $437,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $102,129 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $632,415 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $102,129 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $299,798 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $149,958 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,840 | TotalRevenueColumnAmt |
| Exclusion | $149,840 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHILDCARE | Desc |
| Business | 624410 | BusinessCd |
| Total Revenue Column | $312,979 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $312,979 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $312,979 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,975,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,074,389 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,791,886 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,540,553 | TotalAmt |
| Program Services | $3,540,553 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,887 | TotalAmt |
| Program Services | $387,776 | ProgramServicesAmt |
| Management And General | $274,111 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,810,951 | TotalAmt |
| Program Services | $10,069,478 | ProgramServicesAmt |
| Management And General | $2,207,525 | ManagementAndGeneralAmt |
| Fundraising | $533,948 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,311 | TotalAmt |
| Program Services | $445,697 | ProgramServicesAmt |
| Management And General | $82,306 | ManagementAndGeneralAmt |
| Fundraising | $30,308 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,492,718 | TotalAmt |
| Program Services | $1,067,956 | ProgramServicesAmt |
| Management And General | $355,086 | ManagementAndGeneralAmt |
| Fundraising | $69,676 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $958,643 | TotalAmt |
| Program Services | $801,625 | ProgramServicesAmt |
| Management And General | $113,678 | ManagementAndGeneralAmt |
| Fundraising | $43,340 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,029 | TotalAmt |
| Program Services | $25,470 | ProgramServicesAmt |
| Management And General | $141,559 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,125 | TotalAmt |
| Management And General | $244,125 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,483 | TotalAmt |
| Management And General | $237,483 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,978 | TotalAmt |
| Program Services | $1,143,395 | ProgramServicesAmt |
| Management And General | $220,083 | ManagementAndGeneralAmt |
| Fundraising | $3,500 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,796 | TotalAmt |
| Program Services | $30,895 | ProgramServicesAmt |
| Management And General | $205,901 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,841 | TotalAmt |
| Program Services | $672,145 | ProgramServicesAmt |
| Management And General | $413,809 | ManagementAndGeneralAmt |
| Fundraising | $120,887 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,866 | TotalAmt |
| Program Services | $95,365 | ProgramServicesAmt |
| Management And General | $504,501 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,798 | TotalAmt |
| Program Services | $456,796 | ProgramServicesAmt |
| Management And General | $393,703 | ManagementAndGeneralAmt |
| Fundraising | $11,299 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,902 | TotalAmt |
| Program Services | $697,147 | ProgramServicesAmt |
| Management And General | $14,975 | ManagementAndGeneralAmt |
| Fundraising | $11,780 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,939 | TotalAmt |
| Management And General | $335,939 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,419,588 | TotalAmt |
| Program Services | $1,052,169 | ProgramServicesAmt |
| Management And General | $367,419 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,602 | TotalAmt |
| Program Services | $1,128 | ProgramServicesAmt |
| Management And General | $125,474 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $1,378,769 | $904,833 | $327,078 | $146,858 |
| DUES AND SUBSCRIPTIONS | $387,279 | $211,258 | $132,691 | $43,330 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,316,058 | TotalAmt |
| Program Services | $21,603,686 | ProgramServicesAmt |
| Management And General | $6,697,446 | ManagementAndGeneralAmt |
| Fundraising | $1,014,926 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,769 | BOYAmt |
| EOY | $344,285 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $202,605 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,101,597 | BOYAmt |
| EOY | $3,567,493 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,428 | BOYAmt |
| EOY | $24,015 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,741 | BOYAmt |
| EOY | $716,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,483,966 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,531,569 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,057,976 | BOYAmt |
| EOY | $30,952,397 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,975,956 | BOYAmt |
| EOY | $42,995,528 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,322 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,140 | BOYAmt |
| EOY | $1,967,470 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,939,929 | BOYAmt |
| EOY | $80,770,321 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,149,396 | BOYAmt |
| EOY | $3,398,439 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,746 | BOYAmt |
| EOY | $292,199 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,521,134 | BOYAmt |
| EOY | $5,051,317 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $2,800,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,784,202 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,643,276 | BOYAmt |
| EOY | $13,326,157 | 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 | $52,516,852 | BOYAmt |
| EOY | $55,815,058 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,779,801 | BOYAmt |
| EOY | $11,629,106 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,296,653 | BOYAmt |
| EOY | $67,444,164 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,939,929 | BOYAmt |
| EOY | $80,770,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,659,585 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,487,926 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,270,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,349,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,720,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,030,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,109,368 | CurrentTaxYearAmt |
| Total | $23,480,623 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,270,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,349,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,720,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,030,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,109,368 | CurrentTaxYearAmt |
| Total | $23,480,623 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,676,880 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,803,743 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $536,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $613,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $716,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,233,556 | CurrentTaxYearAmt |
| Total | $3,680,051 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,396,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $312,979 | CurrentTaxYearAmt |
| Total | $4,391,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,551,741 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $120,988,549 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CHILDCARE - 2019 AMOUNT: $ 299,856. 2020 AMOUNT: $ 100,832. 2021 AMOUNT: $ 280,888. 2022 AMOUNT: $ 344,074. 2023 AMOUNT: $ 312,979. DEBT EXTINGUISHMENT BAD DEBT RECOVERY - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 3,052,438. 2023 AMOUNT: $ 0. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $7,795 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,795 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | NATIONAL ASSOCIATES OF INDEPENDENT COLLEGES (ICW) #3033170 MEMBERSHIPS DUES WHICH A PORTION MAY GO TO LOBBYING FOR INDEPENDENT COLLEGES. ICW USED AN ESTIMATED 8.40% OF THEIR DUES ON LOBBYING. HERITAGE UNIVERSITY PAID A TOTAL OF $94,941 FOR DUES, OF WHICH $7,795 IS ESTIMATED TO BE USED FOR LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $96,773 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,538,286 | BeginningYearBalanceAmt |
| Contributions | $2,770,169 | ContributionsAmt |
| Investment Earnings Or Losses | $4,608,409 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,347,387 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,569,477 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,167,146 | BeginningYearBalanceAmt |
| Contributions | $742,664 | ContributionsAmt |
| Investment Earnings Or Losses | $3,086,655 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,458,179 | GrantsOrScholarshipsAmt |
| End Year Balance | $33,538,286 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,410,762 | BeginningYearBalanceAmt |
| Contributions | $1,816,278 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,823,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,236,667 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,167,146 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,990,421 | BeginningYearBalanceAmt |
| Contributions | $986,451 | ContributionsAmt |
| Investment Earnings Or Losses | $7,541,830 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,107,940 | GrantsOrScholarshipsAmt |
| End Year Balance | $34,410,762 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,238,313 | BeginningYearBalanceAmt |
| Contributions | $453,370 | ContributionsAmt |
| Investment Earnings Or Losses | $1,242,977 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $944,239 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,990,421 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.79000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $234,725 | OtherCostOrOtherBasisAmt |
| Book Value | $234,725 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,399,045 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,868,940 | DepreciationAmt |
| Book Value | $26,530,105 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,537,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,541,019 | DepreciationAmt |
| Book Value | $3,996,309 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $312,868 | OtherCostOrOtherBasisAmt |
| Depreciation | $121,610 | DepreciationAmt |
| Book Value | $191,258 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,952,397 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSETS - OPERATING LEASES | Desc |
| Amt | $1,784,202 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,784,202 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,966,239 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,487,926 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $280,706 | OtherRevenueAmt |
| Revenue Not Reported | $3,768,632 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,197,607 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $237,483 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,540,553 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,778,036 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,975,643 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,818,728 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $280,706 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $280,706 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,538,022 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $237,483 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,540,553 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,778,036 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,316,058 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | LOCAL HISTORICAL ARTWORK OF THE COWICHE CANYON OUTSIDE YAKIMA, WA. THE COLLECTION OF ART HELPS SUPPORT THE UNIVERSITY'S ART DEPARTMENT/PROGRAM, ALONG WITH THE ART WING IN THE NEW BUILDING. THE ART WING DISPLAYS VARIOUS PIECES OF ART, INCLUDING THE DONATED PIECES. |
| PART V, LINE 4: | ENDOWMENTS ARE USED TO FUND SCHOLARSHIPS AND ACADEMIC PROGRAMS. |
| PART X, LINE 2: | THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION QUALIFYING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE UNIVERSITY'S TAX-EXEMPT PURPOSE WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE UNIVERSITY DID NOT ENGAGE IN AN ACTIVITY UNRELATED TO ITS TAX-EXEMPT PURPOSE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES AND HAS DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024 AND 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 102,129. INVENTORY EXPENSE 149,958. RENTAL EXPENSE 28,619. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 3,540,553. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 102,129. INVENTORY EXPENSE 149,958. RENTAL EXPENSES 28,619. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 3,540,553. |
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 | THE UNIVERSITY PUBLISHES ITS NONDISCRIMINATORY POLICY IN THE OFFICIAL COURSE CATALOG. THIS INFORMATION IS ALSO FOUND ON THE HERITAGE WEB SITE. THE MISSION OF THE UNIVERSITY IS TO SERVE MULTI-CULTURAL POPULATIONS AND IS WIDELY ADVERTISED AND COMMUNICATED AS SUCH. |
| SCHEDULE E, PART I, LINE 6 | HERITAGE UNIVERSITY RECEIVES VARIOUS GRANTS FROM GOVERNMENTAL AGENCIES SUCH AS; PELL GRANTS, DEPARTMENT OF EDUCATION GRANTS, EQUAL OPPORTUNITY GRANTS, AND OTHER GRANTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2024 SCHOLARSHIP DINNER | Event1Nm |
| Gross Receipts Event1 | $734,544 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $632,415 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $102,129 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,992 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $97,137 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $734,544 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $632,415 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $102,129 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,992 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $97,137 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $102,129 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| INSTITUTIONAL AID | 780 | $1,619,228 |
| ENDOWED SCHOLARSHIPS | 241 | $1,038,990 |
| NON-ENDOWED DONOR SCHOLARSHIPS | 140 | $565,552 |
| GRANT-FUNDED SCHOLARSHIPS | 83 | $213,166 |
| FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT (FSEOG) | 152 | $103,617 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HERITAGE UNIVERSITY PARTICIPATES IN FEDERAL GRANTS AND LOAN PROGRAMS. ALL OF THE STUDENT AWARDING PROCESS IS DOCUMENTED IN THE SOFTWARE USED TO DETERMINE ELIGIBILITY AND TRACK STUDENT AWARDS. FOR THOSE AWARDS WITH SUBJECTIVE SELECTION CRITERIA, THE DOCUMENTATION IS MAINTAINED BY THE PERSON RESPONSIBLE FOR SUCH AWARDS OR GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW SUND | ||||||||||||||
| HERITAGE PRESIDENT | $281,750 | $0 | $0 | $0 | $44,400 | $0 | $22,830 | $0 | $10,323 | $0 | $359,303 | $0 | $0 | $0 |
| CHRISTINA NYIRATI | ||||||||||||||
| CHAIR, DEPT OF NURSING DIRECTOR | $137,944 | $0 | $0 | $0 | $0 | $0 | $9,790 | $0 | $10,327 | $0 | $158,061 | $0 | $0 | $0 |
| DAVID WISE | ||||||||||||||
| VP OF ADVANCEMENT/MARKETING | $137,132 | $0 | $0 | $0 | $0 | $0 | $9,734 | $0 | $10,357 | $0 | $157,223 | $0 | $0 | $0 |
| COREY HODGE | ||||||||||||||
| VP OF STUDENT AFFAIRS | $136,650 | $0 | $0 | $0 | $0 | $0 | $9,734 | $0 | $10,349 | $0 | $156,733 | $0 | $0 | $0 |
| KAZUHIRO SONODA | ||||||||||||||
| PROFESSOR ARTS & SCIENCE | $134,802 | $0 | $0 | $0 | $8,550 | $0 | $10,035 | $0 | $283 | $0 | $153,670 | $0 | $0 | $0 |
| DR MELISSA HILL | ||||||||||||||
| PROVOST/VP OF ACADEMIC AFFAIRS | $130,240 | $0 | $0 | $0 | $0 | $0 | $9,734 | $0 | $10,357 | $0 | $150,331 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT RECEIVES A TAXABLE MONTHLY HOUSING STIPEND. TAXABLE GROSS UP PAYMENTS ARE MADE TO THE PRESIDENT RELATING TO CERTAIN TAXABLE BENEFITS. THE UNIVERSITY ALSO PROVIDES GYM FEES, SOCIAL CLUB DUES, AS WELL AS VARIOUS OTHER PERSONAL SERVICES WHILE ON CAMPUS. | 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 | WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY SERIES 2013 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911306482 | BondIssuerEIN |
| Bond Issued | 2013-10-28 | BondIssuedDt |
| Issue Price | $9,000,000 | IssuePriceAmt |
| Purpose | REFUND 2007 BOND AND FUND BUILDING CONSTRUCTION | 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 |
| Retired | $3,948,682 | RetiredAmt |
| Total Proceeds | $9,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $145,709 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $7,349,847 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,504,444 | OtherSpentProceedsAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | 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 | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| 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 | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL PRICE OF BOOKS | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $264,981 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPRESENTS NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CONTROLLER GENERATES THE RETURN INFORMATION, WITH THE ASSISTANCE OF VARIOUS HERITAGE PERSONNEL. THE CFO AND THE PRESIDENT CAN REVIEW THE SUPPORTING SCHEDULES AND THE RETURN BEFORE FILING. ONCE THE RETURN IS COMPLETED, HERITAGE WILL SEND OUT NOTICE TO THE BOARD OF DIRECTORS TO NOTIFY THEM THAT THE RETURN IS AVAILABLE FOR INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DIRECTOR OF HR, THE PRESIDENT, AND OTHER MEMBERS OF MANAGEMENT REGULARLY REVIEW THE LISTING OF BOARD MEMBERS TO DETERMINE IF THERE ARE ANY CONFLICTS OF INTEREST. THE DIRECTOR OF HR IS RESPONSIBLE FOR ENSURING THAT EACH BOARD MEMBER UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND SIGNS A DISCLOSURE EACH YEAR. THE DISCLOSURE LETTERS ARE KEPT ON FILE BY THE DIRECTOR OF HR. IN THE EVENT OF A CONFLICT OF INTEREST, MEMBERS ARE EXCUSED FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY YEAR, COMPENSATION FOR TOP MANAGEMENT IS DONE BY USING COMPARATIVE DATA PROVIDED BY CUPA. THE DATA IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD WHICH IS COMPRISED OF THE BOARD CHAIR, FINANCE COMMITTEE CHAIR, PRESIDENT OF THE UNIVERSITY AND THE CFO. THE RESULTS OF THE REVIEW ARE NOTED IN THE MEETING MINUTES FILED WITH THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ANYONE UPON REQUEST. |
| FORM 990 PARTS I, III, VIII, IX, X, XI, XII, SCHEDULES A, B, D, G, AND I: | EXPLANATION FOR AMENDED RETURN - THE ORGANIZATION'S SEPARATE FINANCIAL STATEMENT AUDIT WAS DELAYED DURING THE PREPARATION OF THE ORIGINALLY FILED TAX RETURN. THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS HAS SINCE BEEN COMPLETED. FINANCIAL UPDATES ARE INCLUDED IN PARTS I, III, VIII, IX, X, XI, AND XII SCHEDULES A, B, D, G, AND I OF FORM 990. PARTS IV AND XII ARE UPDATED TO INDICATE THAT THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED ON A SEPARATE BASIS. |