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Heritage Classical Academy

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.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (B29) (NTEE)

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
$4.79M (2023)

Expenses
$3.83M (2023)

Total Assets
$4.68M (2023)

Total Liabilities
$255k (2023)

Source: Form 990 tax filings from 2011 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
$4,787,206
Expenses
$3,827,591
Net Income
$959,615
Net Assets
$4,421,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,022,360
21.4%
Program Services $3,783,199
79.0%
Investment Income $132
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$28,220
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,735
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $121,948
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,791,630
46.8%
Assets/Debt
Total Assets $4,675,756
Total Liabilities $254,753
Net Assets $4,421,003
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
David Nees (Head Of School) $121,948 $0 $0
Lance Hutt (Trustee) $0 $0 $0
John Lurtz (Chairman, Trustee) $0 $0 $0
Kevin Folger (Treasurer, Trustee) $0 $0 $0
Aaron Snyder (Secretary, Trustee) $0 $0 $0
Pat Presley (Vice Chairman, Trustee) $0 $0 $0
Sam Wilsey (Trustee) $0 $0 $0
Kevin Kleppinger (Trustee) $0 $0 $0
Derek Mantel (Trustee) $0 $0 $0
George Ochenjele (Trustee) $0 $0 $0
Wendi Borkey (Advisory) $0 $0 $0
Kip Lee (Advisory) $0 $0 $0
John Zaller (Advisory) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,599,401
Expenses
$3,079,800
Net Income
$519,601
Net Assets
$3,461,388
Notable Sources of Revenue Percent of Total Revenue
Contributions $668,139
18.6%
Program Services $2,909,516
80.8%
Investment Income $167
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $21,579
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $114,847
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,347,284
43.7%
Assets/Debt
Total Assets $3,596,341
Total Liabilities $134,953
Net Assets $3,461,388
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
David Nees (Head Of School) $107,781 $0 $0
Lance Hutt (Chair, Trustee) $0 $0 $0
John Lurtz (Vice Chairman, Trustee) $0 $0 $0
Kevin Folger (Treasurer, Trustee) $0 $0 $0
Sam Wilsey (Secretary, Trustee) $0 $0 $0
Pat Presley (Trustee) $0 $0 $0
Jim Parkin (Trustee) $0 $0 $0
Eric Wachtel (Trustee) $0 $0 $0
Debbie Flenniken (Advisory) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,680,404
Expenses
$2,126,778
Net Income
$553,626
Net Assets
$2,946,554
Notable Sources of Revenue Percent of Total Revenue
Contributions $759,128
28.3%
Program Services $1,920,846
71.7%
Investment Income $430
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $107,479
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,275,330
60.0%
Assets/Debt
Total Assets $2,991,954
Total Liabilities $45,400
Net Assets $2,946,554
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
David Nees (Head Of School) $102,411 $0 $0
Debra Flenniken (Director Curriculum And Instr) $10,881 $0 $0
John Lurtz (Trustee) $0 $0 $0
Brian Moore (Trustee) $0 $0 $0
Jim Parkin (Trustee) $0 $0 $0
John Harabedian (Trustee) $0 $0 $0
Eric Wachtel (Trustee) $0 $0 $0
Kevin Folger (Trustee) $0 $0 $0
Pat Presley (Trustee) $0 $0 $0
Lance Hutt (President Trustee) $0 $0 $0
Sam Wilsey (Secretary Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,392,862
Expenses
$1,623,080
Net Income
$1,769,782
Net Assets
$2,392,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,900,498
56.0%
Program Services $1,490,398
43.9%
Investment Income $1,966
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $170,153
10.5%
Professional Fundraising Fees $0
Other Salaries and Wages $916,143
56.4%
Assets/Debt
Total Assets $2,768,138
Total Liabilities $375,210
Net Assets $2,392,928
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
David Nees (Head Of School) $93,500 $0 $0
Debra Flenniken (Director Curriculum And Instr) $6,755 $0 $0
Kevin Folger (Trustee) $0 $0 $0
Lance Hutt (President Trustee) $0 $0 $0
Eric Wachtel (Trustee) $0 $0 $0
Sam Wilsey (Secretary Trustee) $0 $0 $0
Pat Presley (Trustee) $0 $0 $0
John Harabedian (Trustee) $0 $0 $0
John Lurtz (Trustee) $0 $0 $0
Brian Moore (Trustee) $0 $0 $0
Jim Parkin (Trustee) $0 $0 $0
Jason Spodnik (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,645,977
Expenses
$1,339,914
Net Income
$306,063
Net Assets
$623,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $607,382
36.9%
Program Services $1,037,993
63.1%
Investment Income $602
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $155,708
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $757,092
56.5%
Assets/Debt
Total Assets $630,813
Total Liabilities $7,476
Net Assets $623,337
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
David Nees (Head Of School) $93,500 $0 $0
Debbie Flenniken (Director Curriculum And Instr) $12,377 $0 $0
Kevin Folger (Trustee) $0 $0 $0
Lance Hutt (President Trustee) $0 $0 $0
Eric Wachtel (Trustee) $0 $0 $0
Sam Wilsey (Secretary Trustee) $0 $0 $0
Pat Presley (Trustee) $0 $0 $0
John Harabedian (Trustee) $0 $0 $0
John Lurtz (Trustee) $0 $0 $0
Brian Moore (Trustee) $0 $0 $0
Jim Parkin (Trustee) $0 $0 $0
Jason Spodnik (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$872,866
Expenses
$860,969
Net Income
$11,897
Net Assets
$317,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $183,509
21.0%
Program Services $687,268
78.7%
Investment Income $1,023
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,066
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $104,533
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $509,068
59.1%
Assets/Debt
Total Assets $332,562
Total Liabilities $15,288
Net Assets $317,274
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
David T Nees (Head Of School) $85,340 $0 $0
Debra Flenniken (Director Curriculum And Instr) $19,193 $0 $0
Brett Flenniken (President Trustee) $0 $0 $0
Lance Hutt (Trustee) $0 $0 $0
Eric Wachtel (Secretary Trustee) $0 $0 $0
David Cook (Trustee) $0 $0 $0
Pat Presley (Trustee) $0 $0 $0
John Harabedian (Trustee) $0 $0 $0
Rusty Johnson (Trustee) $0 $0 $0
Sam Wilsey (Trustee) $0 $0 $0
Jim Parkin (Trustee) $0 $0 $0
Jason Spodnik (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$620,543
Expenses
$561,308
Net Income
$59,235
Net Assets
$305,377
Notable Sources of Revenue Percent of Total Revenue
Contributions $132,492
21.4%
Program Services $483,475
77.9%
Investment Income $36
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,540
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $391,718
69.8%
Assets/Debt
Total Assets $312,784
Total Liabilities $7,407
Net Assets $305,377
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
David Nees (Head Of School) $77,500 $0 $0
Debbie Flenniken (Director Curriculum And Instr) $19,001 $0 $0
Brett Flenniken (President Trustee) $0 $0 $0
Lance Hutt (Trustee) $0 $0 $0
Eric Wachtel (Secretary Trustee) $0 $0 $0
David Cook (Trustee) $0 $0 $0
Pat Presley (Trustee) $0 $0 $0
John Haribedian (Trustee) $0 $0 $0
Rusty Johnson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$436,720
Expenses
$400,257
Net Income
$36,463
Net Assets
$247,668
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $371,039
85.0%
Investment Income $28
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $65,653
15.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $285,069
71.2%
Assets/Debt
Total Assets $250,052
Total Liabilities $2,384
Net Assets $247,668

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$280,281
Expenses
$358,559
Net Income
-$78,278
Net Assets
$211,205
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $260,521
92.9%
Investment Income $22
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $19,738
7.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $253,286
70.6%
Assets/Debt
Total Assets $213,398
Total Liabilities $2,193
Net Assets $211,205

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$333,329
Expenses
$287,009
Net Income
$46,320
Net Assets
$289,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $324,590
97.4%
Investment Income $30
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,709
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $189,242
65.9%
Assets/Debt
Total Assets $290,255
Total Liabilities $772
Net Assets $289,483

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$298,655
Expenses
$247,371
Net Income
$51,284
Net Assets
$243,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $288,387
96.6%
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,243
3.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $171,711
69.4%
Assets/Debt
Total Assets $244,136
Total Liabilities $973
Net Assets $243,163

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$264,894
Expenses
$195,494
Net Income
$69,400
Net Assets
$191,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $262,256
99.0%
Investment Income $59
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,579
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $123,162
63.0%
Assets/Debt
Total Assets $193,446
Total Liabilities $1,565
Net Assets $191,881

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$240,878
Expenses
$178,376
Net Income
$62,502
Net Assets
$122,481
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $239,249
99.3%
Investment Income $115
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,514
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $110,292
61.8%
Assets/Debt
Total Assets $123,453
Total Liabilities $972
Net Assets $122,481

Document Links

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

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

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

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

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

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

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

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.

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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

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