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Heritage Academy FY2023 filing

Columbia, MOUnknown exempt organizationEIN 01-0575727Revenue $536K in FY2023

On file with the IRSheritageacademyofcolumbia.com2900 Barberry Ave · Columbia, MO

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The mission of Heritage Academy, a university-model school, is to partner with christian parents to prepare college-worthy character witnesses for jesus christ

91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $41K a year · 9% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$174K
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$536K
+17% vs prior year
Spent
$496K
To programs
91%
Net assets
$264K
By yearFY2021–FY2025
Revenue
$536K
FY2023▲ +17%
Tap a bar for its year
Revenue by fiscal year
FY2021$371K
FY2022$459K
FY2023$536K
FY2024$528K
FY2025$316K
Expenses
$496K
FY2023▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2021$394K
FY2022$429K
FY2023$496K
FY2024$627K
FY2025$469K
Net assets
$264K
FY2023▼ -0.9%
Tap a bar for its year
Net assets by fiscal year
FY2021$201K
FY2022$267K
FY2023$264K
FY2024$103K
FY2025$0

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $453K Management & general 7% · $37K Fundraising 1% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
David Currey
Board Chair
$0Pt VII · Sec A
Paul Meiners
Treasurer
$0Pt VII · Sec A
Shelley Arri
Secretary
$0Pt VII · Sec A
See Heritage Academy executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates Christian students in a university model to develop character and witness for Christ.

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Provided by the organization

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1 program · $453K · in their own filed words · FY2022
01

The Mission of Heritage Academy, A University-Model School, is to partner with Christian parents to prepare college-worthy character witnesses for Jesus Christ

$453Kprogram expense

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$536K
Ln 12
Fees for servicesLn 2g$536K
Other incomeLn 4–11$69
Investment incomeLn 3$67
Money outPt IX
$496K
Ln 25
Programscol B$453K
Managementcol C$37K
Fundraisingcol D$6K
Owns and owesPt X
$264K
net assets · Ln 32
Cash and savingsLn 1–2$143K
Total assetsLn 16$438K
LiabilitiesLn 26$174K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$536K
Investment incomeLn 3$67
Other incomeLn 4–11$69
Total revenueLn 12$536K
Assets in detailPt X, end of year
CashLn 1$143K
Cash and savings togetherLn 1–2$143K
InvestmentsLn 11–13$138K
Other assetsLn 15$3K
Total assetsLn 16$438K
LiabilitiesLn 26$174K
Net assetsLn 32$264K
OperationsPt I, VI
EmployeesI 545
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$167K$143K
InvestmentsLn 11–13$139K$138K
Total assetsLn 16$415K$438K
LiabilitiesLn 26$148K$174K
Net assetsLn 32$267K$264K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$327K$296K$31K
Payroll taxesLn 10$25K$23K$2K
Legal feesLn 11b$51$51
Accounting feesLn 11c$2K$1K$1K
Advertising and promotionLn 12$14K$14K
Office expensesLn 13$6K$6K
Information technologyLn 14$5K$5K
OccupancyLn 16$34K$32K$2K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$68K$67K$287
All other expensesLn 24e$8K$1K$6K
Total functional expensesLn 25$496K$453K$37K$6K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $316K$469K−$152K$0 990 PDF
FY2024 $528K$627K−$100K$103K 990 PDF
FY2023 Viewing $536K$496K$40K$264K 990 PDF
FY2022 $459K$429K$30K$267K 990 PDF
FY2021 $371K$394K−$23K$201K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $536,310 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $39,251$0
I-9 Program service revenuePrior year $413,559$536,174
I-10 Investment incomePrior year $10$67
I-11 Other revenuePrior year $5,915$69
I-12 Total revenuePrior year $458,735$536,310
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $311,447$352,145
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $117,630$144,108
I-18 Total expensesPrior year $429,077$496,253
I-19 Revenue less expensesPrior year $29,658$40,057
Part VI · Governance 4 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $536,310 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $536,174$536,174
VIII-3 Investment incomeRelated to mission $67$67
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $69$69
VIII-12 Total revenueRelated to mission $536,310 · Unrelated business $0 · Excluded from tax $0$536,310
Part IX · Statement of functional expenses $496,253 across 11 lines filed
IX-7 Other salaries and wagesPrograms $295,872 · Management $31,247$327,119
IX-10 Payroll taxesPrograms $22,635 · Management $2,391$25,026
IX-11b Legal feesManagement $51$51
IX-11c Accounting feesPrograms $1,000 · Management $1,265$2,265
IX-12 Advertising and promotionPrograms $14,207$14,207
IX-13 Office expensesPrograms $5,687$5,687
IX-14 Information technologyPrograms $4,963$4,963
IX-16 OccupancyPrograms $31,892 · Management $1,679$33,571
IX-23 InsurancePrograms $7,940$7,940
IX-24 Other expenses (24a–d)Programs $67,310 · Management $287$67,597
IX-24e All other expensesPrograms $1,414 · Fundraising $6,413$7,827
IX-25 Total functional expensesPrograms $452,920 · Management $36,920 · Fundraising $6,413$496,253
Part X · Balance sheet $438,078 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $166,736$142,793
X-4 Accounts receivableStart of year $105,177$149,804
X-9 Prepaid expenses and deferred chargesStart of year $4,140$4,685
X-11 Publicly traded securitiesStart of year $138,798$138,162
X-15 Other assets$2,634
X-16 Total assetsStart of year $414,851$438,078
X-17 Accounts payable and accrued expensesStart of year $13,153$4,216
X-19 Deferred revenueStart of year $134,740$169,423
X-26 Total liabilitiesStart of year $147,893$173,639
X-27 Net assets without donor restrictionsStart of year $200,193$189,740
X-28 Net assets with donor restrictionsStart of year $66,765$74,699
X-32 Total net assets or fund balancesStart of year $266,958$264,439
X-33 Total liabilities and net assetsStart of year $414,851$438,078
Part XI · Reconciliation of net assets $264,439 net assets at year end
XI-1 Total revenue$536,310
XI-2 Total expenses$496,253
XI-3 Revenue less expenses$40,057
XI-4 Net assets at start of year$266,958
XI-9 Other changes in net assets−$42,576
XI-10 Net assets at end of year$264,439

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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