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← HERITAGE ACADEMY C/O KERA PENT

Form 990 for tax year 2023

Filed by HERITAGE ACADEMY C/O KERA PENT.

Totals

Total revenue
$817,828
Total expenses
$1,001,700
Contributions and grants received
$41,628
Grants paid
$0
Program service revenue
$776,200
Investment income
$0
Other revenue
$0
Total assets, end of year
$332,983
Total liabilities, end of year
$3,938
Net assets or fund balances, end of year
$329,045
Program services expenses (Part IX)
$965,416
Management and general expenses
$36,284
Fundraising expenses
$0
Program service expenses (Part III)
$965,416

Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $41,628

  • 2a · Program service revenue: TUITION & FEES

    total $776,200 · related or exempt $776,200

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $59,020 · program services $41,314 · management and general $17,706

  • 7 · Other salaries and wages

    total $640,494 · program services $631,359 · management and general $9,135

  • 9 · Other employee benefits

    total $39,734 · program services $37,985 · management and general $1,749

  • 11g · Fees: other

    total $38,945 · program services $38,945

  • 13 · Office expenses

    total $28,018 · program services $25,422 · management and general $2,596

  • 16 · Occupancy

    total $101,727 · program services $96,629 · management and general $5,098

  • 23 · Insurance

    total $9,723 · program services $9,723

  • 24a · Other expenses: ADMIN EXPENSES/LICENSES

    total $31,649 · program services $31,649 · management and general $0

  • 24b · Other expenses: SPECIAL PROGRAMS

    total $28,456 · program services $28,456 · management and general $0

  • 24c · Other expenses: ACADEMIC EXPENSES

    total $23,937 · program services $23,937 · management and general $0

  • 24d · Other expenses: ROUNDING

    total -$3 · program services -$3 · management and general $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $515,932 · end of year $332,983

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,678 · end of year $3,938

  • 27 · Net assets without donor restrictions

    beginning of year $513,254 · end of year $329,045

Mission and programs · 2023

Mission

PROVIDE CLASSICAL EDUCATION WITH A CHRISTIAN WORLDVIEW FOR STUDENTS GRADES KINDERGARTEN THROUGH 8TH GRADE.

  • IMPLEMENTED MENTORSHIP PROGRAM FOR THE TRAINING OF NEW TEACHERS/STAFF.

    Expenses $965,416 · Revenue $776,200

  • PRIORITIZE STUDENT SAFETY THROUGH THE UPGRADING OUR FACILITIES BY REPLACING THE CONCRETE IN OUR QUAD AND THE SIDE WALKWAYS FOR SAFER MOVEMENT OF OUR STUDENTS.

  • PROVIDED INSTRUCTION AND LIVE TRAINING TO PARENTS IN OUR COMMUNITY AND BEYOND VIA A PARENT SEMINAR, FEATURING A SPECIAL SPEAKER WITH SPECIFIC PARENTING AND MENTAL HEALTH KNOWLEAGE AND TRAINING.

As filed on the 2023 return.

Listed in Part VII

  • Marilyn Davidson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Poonen

    BOARD MEMBER/SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Kera Pent

    PRINCIPAL

    Total calculated
    $52,020
    From this org
    $52,020
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Clif Davidson

    CHAIRMAN/BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Vicky Powers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lance Westcott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jack Masher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dillon Thomasson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tia Kjellesvig

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
10 December 2024
IRS schema version
2023v5.1
Source object
202443459349301704

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