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Heritage Behavioral Health Systems Inc

  • Provo, UT
  • Tax-exempt since Jan. 2008
  • EIN: 87-0574417

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 / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.07M (2023)

Expenses
$674k (2023)

Total Assets
$24.7M (2023)

Total Liabilities
$2.05M (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
$1,072,226
Expenses
$673,600
Net Income
$398,626
Net Assets
$22,635,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,838
4.6%
Investment Income $95,490
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $940,000
87.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$12,102
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,680,853
Total Liabilities $2,045,513
Net Assets $22,635,340
Compensation
Key Employees and Officers Compensation Related Other
Stevenson Smith (Board Member) $0 $6,825 $0
Jalee Clarke (Board Member) $0 $2,000 $0
Gerald Spanos (Current Board Chairman) $0 $124,680 $0
Brad Jackman (Board Member) $0 $3,500 $0
Richard Evans (Board Member) $0 $3,500 $0
James Evans (Board Member) $0 $2,000 $0
Stacy Edgington (Board Member) $0 $2,000 $0
Jini Roby (Board Member) $0 $2,000 $0
Kevin Curtis (Chief Operating Officer) $0 $212,680 $0
Keven Downs (Chief Executive Officer) $0 $232,680 $0
Jamis Leeper (Medical Director) $0 $233,858 $0
Alex Reid (Digital Services Director) $0 $143,761 $0
Neil Wallace (Executive Director) $0 $130,208 $0
Disa Brock (Nurse Practioner) $0 $205,859 $0
Clint Peterson (Nurse Practioner) $0 $125,228 $0
Mckay Livingston (Executive Director) $0 $116,545 $0
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Document Links

990
Filed on Feb. 20, 2024

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
$887,486
Expenses
$588,735
Net Income
$298,751
Net Assets
$22,236,714
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,000
2.6%
Program Services $3,899
0.4%
Investment Income $377
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $920,000
> 100%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$59,790
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,280,794
Total Liabilities $44,080
Net Assets $22,236,714
Compensation
Key Employees and Officers Compensation Related Other
Stevenson Smith (Board Member) $0 $6,485 $0
Jalee Clarke (Board Member) $0 $2,000 $0
Gerald Spanos (Current Board Chairman) $0 $124,278 $0
Brad Jackman (Board Member) $0 $3,500 $0
Richard Evans (Board Member) $0 $3,500 $0
James Evans (Board Member) $0 $2,000 $0
Stacy Edgington (Board Member) $0 $2,000 $0
Jini Roby (Board Member) $0 $2,000 $0
Kevin Curtis (Chief Operating Officer) $0 $206,695 $0
Keven Downs (Chief Executive Officer) $0 $226,565 $0
Jamis Leeper (Medical Director) $0 $217,698 $0
Alex Reid (Digital Services Director) $0 $131,491 $0
Neil Wallace (Executive Director) $0 $115,811 $0
Disa Brock (Nurse Practioner) $0 $124,160 $0
Ryan Walton (Admission Director) $0 $143,524 $0
Alaina Chatterley (Admission Director) $0 $106,448 $0
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Document Links

990
Filed on May 9, 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
$964,576
Expenses
$588,462
Net Income
$376,114
Net Assets
$21,937,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $46,413
4.8%
Investment Income $457
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $920,000
95.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$2,294
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,937,963
Total Liabilities $0
Net Assets $21,937,963
Compensation
Key Employees and Officers Compensation Related Other
Stevenson Smith (Board Member) $0 $6,450 $0
Jalee Clarke (Board Member) $0 $2,000 $0
Gerald Spanos (Current Board Chairman) $0 $127,145 $0
Brad Jackman (Board Member) $0 $3,500 $0
Richard Taggert (Board Member) $0 $2,000 $0
Richard Evans (Board Member) $0 $3,000 $0
James Evans (Board Member) $0 $2,000 $0
Stacy Edgington (Board Member) $0 $0 $0
Jini Roby (Board Member) $0 $0 $0
Kevin Curtis (Chief Operating Officer) $0 $168,118 $0
Keven Downs (Chief Executive Director) $0 $163,264 $0
Jamis Leeper (Medical Director) $0 $201,928 $0
Alex Reid (Digital Services Director) $0 $123,685 $0
Neil Wallace (Executive Director) $0 $113,027 $0
Disa Brock (Nurse Practioner) $0 $101,913 $0
+ View more people

Document Links

990
Filed on May 5, 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
$1,316,567
Expenses
$494,577
Net Income
$821,990
Net Assets
$21,561,849
Notable Sources of Revenue Percent of Total Revenue
Contributions $368,300
28.0%
Program Services $52,834
4.0%
Investment Income $1,665
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $920,000
69.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$26,232
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,563,179
Total Liabilities $1,330
Net Assets $21,561,849
Compensation
Key Employees and Officers Compensation Related Other
Stevenson Smith (Board Member) $0 $6,000 $7,139
Jalee Clarke (Board Member) $0 $4,000 $0
Gerald Spanos (Ceo/Current Board Chairman) $0 $116,308 $0
Brad Jackman (Board Member) $0 $7,000 $0
Richard Taggert (Board Member) $0 $4,000 $0
Richard Evans (Board Member) $0 $7,000 $0
James Evans (Board Member) $0 $4,000 $0
Kevin Curtis (Chief Operating Officer) $0 $156,306 $0
Keven Downs (Executive Director) $0 $144,867 $0
+ View more people

Document Links

990
Filed on May 12, 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
$1,355,405
Expenses
$513,637
Net Income
$841,768
Net Assets
$20,739,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $450,000
33.2%
Program Services $48,906
3.6%
Investment Income $6,167
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $880,000
64.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$29,668
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,198,243
Total Liabilities $458,384
Net Assets $20,739,859
Compensation
Key Employees and Officers Compensation Related Other
Stevenson Smith (Board Member) $0 $6,000 $0
Jalee Clarke (Board Member) $0 $4,000 $0
Gerald Spanos (Ceo/Current Board Chairman) $0 $125,680 $2,516
Brad Jackman (Board Member) $0 $7,000 $0
Richard Taggert (Board Member) $0 $4,000 $0
Richard Evans (Board Member) $0 $7,000 $0
Kevin Curtis (Chief Operating Officer) $0 $155,397 $20,900
Keven Downs (Executive Director) $0 $145,809 $22,270
+ View more people

Document Links

990
Filed on May 14, 2020

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
$291,354
Expenses
$266,108
Net Income
$25,246
Net Assets
$19,898,091
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,808
12.3%
Investment Income $341
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $440,000
> 100%
Net Fundraising $0
Sales of Assets -$184,795
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,899,421
Total Liabilities $1,330
Net Assets $19,898,091

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,064,035
Expenses
$517,726
Net Income
$546,309
Net Assets
$19,872,845
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
0.5%
Program Services $178,270
16.8%
Investment Income $765
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $880,000
82.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,874,693
Total Liabilities $1,848
Net Assets $19,872,845
Compensation
Key Employees and Officers Compensation Related Other
Stevenson Smith (Board Member) $0 $3,000 $0
Jalee Clarke (Board Member) $0 $2,000 $0
Gerald Spanos (Ceo/Current Board Chairman) $0 $121,106 $7,328
Brad Jackman (Board Member) $0 $3,500 $0
Richard Taggert (Board Member) $0 $2,000 $0
Richard Evans (Board Member) $0 $9,741 $0
Kevin Curtis (Chief Operating Officer) $0 $103,046 $17,468
Keven Downs (Executive Director) $0 $94,746 $13,453
+ View more people

Document Links

990
Filed on Nov. 14, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,037,049
Expenses
$555,113
Net Income
$481,936
Net Assets
$19,326,536
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $170,485
16.4%
Investment Income $379
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $880,000
84.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$13,815
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,326,536
Total Liabilities $0
Net Assets $19,326,536
Compensation
Key Employees and Officers Compensation Related Other
Stevenson Smith (Board Member) $0 $9,255 $0
Jalee Clarke (Board Member) $0 $740 $0
Gerald Spanos (Ceo/Current Board Chairman) $0 $140,477 $18,787
Brad Jackman (Board Member) $0 $3,500 $0
Richard Taggert (Board Member) $0 $2,000 $0
Richard Evans (Board Member) $0 $6,544 $0
Keven Curtis (Chief Operating Officer) $0 $101,175 $12,743
Kevin Downs (Executive Director) $0 $91,294 $12,632
+ View more people

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990
Filed on Nov. 15, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,953,971
Expenses
$1,643,054
Net Income
$310,917
Net Assets
$18,844,600
Notable Sources of Revenue Percent of Total Revenue
Contributions $295,278
15.1%
Program Services $783,653
40.1%
Investment Income $15,810
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $880,000
45.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$20,770
Notable Expenses Percent of Total Expenses
Executive Compensation $383,806
23.4%
Professional Fundraising Fees $0
Other Salaries and Wages $242,770
14.8%
Assets/Debt
Total Assets $18,901,955
Total Liabilities $57,355
Net Assets $18,844,600
Compensation
Key Employees and Officers Compensation Related Other
Gerald Spanos (Ceo/Current Board Chairman) $102,596 $19,522 $20,543
Anneta Conder (Human Resources) $75,113 $0 $10,222
Jeremy Brown (Chief Financial Officer) $71,181 $0 $8,645
Ernie Taylor (Therapy Director) $52,682 $0 $4,264
Keven Curtis (Chief Operating Officer) $44,452 $13,541 $10,082
Kevin Downs (Executive Director) $37,782 $33,668 $15,962
Stevenson Smith (Board Member) $0 $8,200 $0
Jalee Clarke (Board Member) $0 $740 $0
Brad Jackman (Board Member) $0 $3,500 $0
Richard Taggert (Board Member) $0 $2,000 $0
Richard Evans (Board Member) $0 $5,367 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,973,334
Expenses
$1,810,284
Net Income
$163,050
Net Assets
$18,533,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $221,573
11.2%
Program Services $940,681
47.7%
Investment Income $39,411
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $880,000
44.6%
Net Fundraising $37,790
1.9%
Sales of Assets -$164,831
Net Inventory Sales $0
Other Revenue $18,710
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $226,181
12.5%
Assets/Debt
Total Assets $18,610,945
Total Liabilities $77,262
Net Assets $18,533,683
Compensation
Key Employees and Officers Compensation Related Other
Jeremy Brown (Chief Financial Officer) $138,972 $0 $18,935
Gerald Spanos (Ceo/Current Board Chairman) $132,386 $0 $13,087
Anneta Conder (Human Resources) $125,506 $0 $25,616
Ernie Taylor (Therapy Director) $124,999 $0 $29,360
Stevenson Smith (Board Member) $0 $8,095 $0
Pat Davis (Board Member) $0 $2,000 $0
Heidi Camp (Board Member) $0 $2,000 $0
Brad Jackman (Board Member) $0 $3,000 $0
Richard Taggert (Board Member) $0 $2,000 $0
Richard Evans (Board Member) $0 $3,825 $0
+ View more people

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990
Filed on Nov. 16, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,339,981
Expenses
$1,809,658
Net Income
$1,530,323
Net Assets
$18,387,265
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,116,010
33.4%
Program Services $1,154,648
34.6%
Investment Income $14,107
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $880,000
26.3%
Net Fundraising $24,887
0.7%
Sales of Assets $1,082
0.0%
Net Inventory Sales $0
Other Revenue $149,247
4.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $793,365
43.8%
Professional Fundraising Fees $0
Other Salaries and Wages $198,173
11.0%
Assets/Debt
Total Assets $18,675,158
Total Liabilities $287,893
Net Assets $18,387,265
Compensation
Key Employees and Officers Compensation Related Other
Glen Zaugg (Former Ceo/Former Board Member) $253,598 $0 $81,735
Jeremy Brown (Chief Financial Officer) $146,423 $0 $22,904
Ernie Taylor (Therapy Director) $138,929 $0 $22,672
Anneta Conder (Human Resources) $132,865 $0 $24,017
Gerald Spanos (Ceo/Current Board Chairman) $121,549 $0 $15,934
Stevenson Smith (Board Member) $0 $7,250 $0
Pat Davis (Board Member) $0 $2,000 $0
Heidi Camp (Board Member) $0 $2,500 $0
Brad Jackman (Board Member) $0 $3,500 $0
Richard Taggert (Board Member) $0 $2,500 $0
Richard Evans (Board Member) $0 $9,355 $0
+ View more people

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990
Filed on Nov. 17, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,919,751
Expenses
$1,533,867
Net Income
$1,385,884
Net Assets
$16,856,941
Notable Sources of Revenue Percent of Total Revenue
Contributions $142,939
4.9%
Program Services $953,878
32.7%
Investment Income $2,710
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,560,000
53.4%
Net Fundraising $38,988
1.3%
Sales of Assets $171,965
5.9%
Net Inventory Sales $0
Other Revenue $49,271
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $764,065
49.8%
Professional Fundraising Fees $0
Other Salaries and Wages $16,995
1.1%
Assets/Debt
Total Assets $19,855,137
Total Liabilities $2,998,196
Net Assets $16,856,941

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,460,644
Expenses
$1,834,881
Net Income
$625,763
Net Assets
$15,471,057
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,053
2.6%
Program Services $1,064,674
43.3%
Investment Income $127
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,560,000
63.4%
Net Fundraising $23,720
1.0%
Sales of Assets $6,044
0.2%
Net Inventory Sales $0
Other Revenue -$256,974
Notable Expenses Percent of Total Expenses
Executive Compensation $838,031
45.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,041,879
Total Liabilities $3,570,822
Net Assets $15,471,057

Document Links

990

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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

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