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Heritage Christian School

  • North Liberty, IA
  • Tax-exempt since Oct. 1992
  • EIN: 42-1386017

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$1.64M (2023)

Expenses
$1.68M (2023)

Total Assets
$3.81M (2023)

Total Liabilities
$952k (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,641,711
Expenses
$1,678,610
Net Income
-$36,899
Net Assets
$2,855,487
Notable Sources of Revenue Percent of Total Revenue
Contributions $234,341
14.3%
Program Services $1,402,231
85.4%
Investment Income $2,196
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $9,363
0.6%
Net Fundraising -$6,420
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $86,600
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $866,335
51.6%
Assets/Debt
Total Assets $3,807,796
Total Liabilities $952,309
Net Assets $2,855,487
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Scott Montgomery (Former Head Of School) $50,715 $0 $10,970
Gregory Gilbaugh (Interim Head Of School) $37,850 $0 $0
Steve Liu (President) $0 $0 $0
Tim Insko (Vice President/Treasurer) $0 $0 $0
Chad Hanneman (Secretary) $0 $0 $0
Uniyme Ituk (Director) $0 $0 $0
Christopher Stoakes (Director) $0 $0 $0
Mary Palmer (Director) $0 $0 $0
Scott Kallemeyn (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 1, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,787,556
Expenses
$1,810,607
Net Income
-$23,051
Net Assets
$2,892,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $440,641
24.7%
Program Services $1,353,101
75.7%
Investment Income $1,206
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$9,097
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,705
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $89,109
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $908,025
50.2%
Assets/Debt
Total Assets $3,865,912
Total Liabilities $973,526
Net Assets $2,892,386
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Scott Montgomery (Head Of School) $76,605 $0 $18,172
Lisa Turnbough (Director Of Finance) $21,176 $0 $15,109
Natasha Miller (President) $84 $0 $0
Steve Liu (Vice President) $0 $0 $0
Tim Insko (Treasurer) $0 $0 $0
Chad Hanneman (Secretary) $0 $0 $0
Uniyme Ituk (Director) $0 $0 $0
Kari Miller (Director) $0 $0 $0
Rich Barclift (Director) $0 $0 $0
Ray Small (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 31, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,866,966
Expenses
$1,637,926
Net Income
$229,040
Net Assets
$2,927,347
Notable Sources of Revenue Percent of Total Revenue
Contributions $688,187
36.9%
Program Services $1,163,568
62.3%
Investment Income $1,611
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $9,477
0.5%
Net Fundraising $1,082
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,041
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $154,488
9.4%
Professional Fundraising Fees $0
Other Salaries and Wages $812,484
49.6%
Assets/Debt
Total Assets $3,947,752
Total Liabilities $1,020,405
Net Assets $2,927,347
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Scott Montgomery (Head Of School) $99,543 $0 $16,643
Lisa Turnbough (Director Of Finance) $39,184 $0 $5,423
Natasha Miller (President) $279 $0 $0
Sarah Norpel (Secretary) $79 $0 $0
Uniyme Ituk (Vice President) $0 $0 $0
Kristine Rotzoll (Treasurer) $0 $0 $0
Steve Liu (Director) $0 $0 $0
Kari Miller (Director) $0 $0 $0
Rich Barclift (Director) $0 $0 $0
Ray Small (Director) $0 $0 $0
Andrew White (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on April 22, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,520,869
Expenses
$1,485,186
Net Income
$35,683
Net Assets
$2,698,307
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,625
1.2%
Program Services $1,046,826
68.8%
Investment Income $2,507
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $749
0.0%
Net Fundraising $419,257
27.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $32,905
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $900,544
60.6%
Assets/Debt
Total Assets $3,983,606
Total Liabilities $1,285,299
Net Assets $2,698,307
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sarah Norpel (Secretary) $313 $0 $0
Steve Liu (Director) $0 $0 $0
Kari Miller (Director) $0 $0 $0
Rich Barclift (Director) $0 $0 $0
Ray Small (Director) $0 $0 $0
Andrew White (Director) $0 $0 $0
Natasha Miller (President) $0 $0 $0
Uniyme Ituk (Vice President) $0 $0 $0
Kristine Rotzoll (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on April 8, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,312,824
Expenses
$1,437,144
Net Income
-$124,320
Net Assets
$2,662,623
Notable Sources of Revenue Percent of Total Revenue
Contributions $193,645
14.8%
Program Services $1,001,061
76.3%
Investment Income $2,730
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $749
0.1%
Net Fundraising $72,096
5.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $42,543
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $758,318
52.8%
Assets/Debt
Total Assets $3,849,346
Total Liabilities $1,186,723
Net Assets $2,662,623
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Natasha Miller (President) $356 $0 $0
Gale Boldt (Director) $0 $0 $0
Kari Miller (Director) $0 $0 $0
Rich Barclift (Director) $0 $0 $0
Josh Nimmo (Director) $0 $0 $0
Sarah Norpel (Secretary) $0 $0 $0
Uniyme Ituk (Vice President) $0 $0 $0
Kristi Rotzoll (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 7, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,404,031
Expenses
$1,466,963
Net Income
-$62,932
Net Assets
$2,786,943
Notable Sources of Revenue Percent of Total Revenue
Contributions $246,453
17.6%
Program Services $1,040,288
74.1%
Investment Income $1,752
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $749
0.1%
Net Fundraising $71,114
5.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $43,675
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $763,136
52.0%
Assets/Debt
Total Assets $4,043,828
Total Liabilities $1,256,885
Net Assets $2,786,943
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Natasha Miller (Vice President) $230 $0 $0
Kari Miller (Director) $91 $0 $0
Sean O'rear (Director) $0 $0 $0
Gale Boldt (Director) $0 $0 $0
Sarah Norpel (Secretary) $0 $0 $0
Bob Coons (Director) $0 $0 $0
Mark Jessop (Treasurer) $0 $0 $0
Eric Johnson (President) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,419,203
Expenses
$1,437,508
Net Income
-$18,305
Net Assets
$2,849,875
Notable Sources of Revenue Percent of Total Revenue
Contributions $162,240
11.4%
Program Services $1,128,581
79.5%
Investment Income $1,349
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $749
0.1%
Net Fundraising $75,665
5.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $50,619
3.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $6,000
0.4%
Other Salaries and Wages $803,695
55.9%
Assets/Debt
Total Assets $4,121,675
Total Liabilities $1,271,800
Net Assets $2,849,875
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Natasha Miller (Director) $94 $0 $0
Jennifer Olsen (Director) $0 $0 $0
Mark Jessop (Treasurer) $0 $0 $0
Robert Coons (President) $0 $0 $0
Todd Pierce (Director) $0 $0 $0
Sean O'rear (Director) $0 $0 $0
Gale Boldt (Director) $0 $0 $0
Eric Johnson (Director) $0 $0 $0
Kari Miller (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 24, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,345,061
Expenses
$1,400,111
Net Income
-$55,050
Net Assets
$2,868,180
Notable Sources of Revenue Percent of Total Revenue
Contributions $194,760
14.5%
Program Services $1,026,717
76.3%
Investment Income $869
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $749
0.1%
Net Fundraising $70,121
5.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $51,845
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $30,000
2.1%
Other Salaries and Wages $759,247
54.2%
Assets/Debt
Total Assets $4,301,930
Total Liabilities $1,433,750
Net Assets $2,868,180
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Olsen (President) $0 $0 $0
Mark Jessop (Treasurer) $0 $0 $0
Steve Sherman (Marketing/Communication) $0 $0 $0
Steve Liu (Secretary) $0 $0 $0
Robert Coons (Director) $0 $0 $0
Todd Pierce (Director) $0 $0 $0
Sean O'rear (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,318,926
Expenses
$1,356,681
Net Income
-$37,755
Net Assets
$2,923,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $195,914
14.9%
Program Services $1,002,804
76.0%
Investment Income $2,357
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $749
0.1%
Net Fundraising $55,921
4.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $61,181
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $12,743
0.9%
Other Salaries and Wages $685,668
50.5%
Assets/Debt
Total Assets $4,350,912
Total Liabilities $1,427,679
Net Assets $2,923,233
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Olsen (President) $0 $0 $0
Mark Jessop (Treasurer/Finance) $0 $0 $0
Kristine Rotzoll (Faculty/Prayer) $0 $0 $0
Steve Sherman (Marketing/Communication) $0 $0 $0
Steve Liu (Secretary) $0 $0 $0
Robert Coons (Director) $0 $0 $0
Todd Pierce (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 11, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,232,313
Expenses
$1,219,540
Net Income
$12,773
Net Assets
$2,960,988
Notable Sources of Revenue Percent of Total Revenue
Contributions $137,988
11.2%
Program Services $934,840
75.9%
Investment Income $1,681
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $749
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $157,055
12.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $652,874
53.5%
Assets/Debt
Total Assets $4,520,452
Total Liabilities $1,559,464
Net Assets $2,960,988

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,148,327
Expenses
$1,203,386
Net Income
-$55,059
Net Assets
$2,949,935
Notable Sources of Revenue Percent of Total Revenue
Contributions $129,142
11.2%
Program Services $880,647
76.7%
Investment Income $1,269
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $137,269
12.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $613,156
51.0%
Assets/Debt
Total Assets $4,485,043
Total Liabilities $1,535,108
Net Assets $2,949,935

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,082,880
Expenses
$1,098,816
Net Income
-$15,936
Net Assets
$3,061,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $177,385
16.4%
Program Services $746,773
69.0%
Investment Income $1,002
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $157,720
14.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $587,669
53.5%
Assets/Debt
Total Assets $4,529,050
Total Liabilities $1,467,053
Net Assets $3,061,997

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated