2024-03-08T14:21:35-06:00 2023-07-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-08-01 352253812 HERITAGE CHRISTIAN ACADEMY FOUNDATION HERI 7634632200 15655 BASS LAKE ROAD MAPLE GROVE MN 553113103 MARK STEIL CHAIRMAN 7634632200 2024-03-04 1 MARK STEIL 999009999 0 MACKENZIE MCNAUGHTON P02025805 6123764500 2024-03-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK STEIL 15655 BASS LAKE ROAD MAPLE GROVE MN 553113103 195577 0 X N/A X 2005 MN TO SUPPORT, ASSIST AND PROMOTE THE EDUCATIONAL, CHRISTIAN AND CHARITABLE PURPOSES OF HERITAGE CHRISTIAN ACADEMY. X 10 10 0 15 0 0 163520 178963 0 0 1947 8993 -8311 -11391 157156 176565 0 650000 0 0 0 0 0 0 0 5252 5514 5252 655514 151904 -478949 609323 128832 0 0 609323 128832 TO SUPPORT, ASSIST AND PROMOTE THE EDUCATIONAL, CHRISTIAN AND CHARITABLE PURPOSES OF HERITAGE CHRISTIAN ACADEMY. 0 0 650000 650000 176565 ANNUAL FUND - SUPPORT WAS PROVIDED DIRECTLY TO HERITAGE CHRISTIAN ACADEMY. SUPPORT INCLUDED SCHOLARSHIPS/TUITION ASSISTANCE FOR STUDENTS AND OTHER PROGRAMS. 650000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 MN X DOUG PEARSON - HERITAGE CHRISTIAN 7634632200 15655 BASS LAKE ROAD MAPLE GROVE MN 553113103 MARK STEIL CHAIRMAN 2.00 X X 0 0 0 JESS PALMER VICE CHAIRMAN 2.00 X X 0 0 0 ROSS HEMMER TREASURER 2.00 X X 0 0 0 TERRY BARRNETT SECRETARY 2.00 X X 0 0 0 JOE SWANSON TRUSTEE 2.00 X 0 0 0 SAM DRYUD TRUSTEE 2.00 X 0 0 0 BRANDON JONES TRUSTEE 2.00 X 0 0 0 SARAH POMERLEAU TRUSTEE 2.00 X 0 0 0 JEFFREY VERSTEEG TRUSTEE 2.00 X 0 0 0 LORA WHITEHOUSE TRUSTEE 2.00 X 0 0 0 TONYA SCOTT HCA PRESIDENT 2.00 40.00 X 0 90650 2115 0 90650 2115 0 0 0 0 0 141515 37448 178963 8993 8993 7621 141515 19012 -11391 -11391 176565 0 0 -2398 650000 650000 1926 1926 921 921 1995 1995 672 672 655514 650000 5514 0 536827 20335 24467 59976 48029 48521 609323 128832 0 0 X 573285 49784 36038 79048 609323 128832 609323 128832 -478949 -1542 0 X 0 1 X 1 0 X 244882 147224 91621 163520 178963 826210 244882 147224 91621 163520 178963 826210 170492 655718 864 518 2869 1947 8993 15191 29051 75531 96338 2793 203713 1045114 0.62740 0.63470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 29,051. 2019 AMOUNT: $ 75,531. 2020 AMOUNT: $ 96,338. 2021 AMOUNT: $ 2,793. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 194035 -1542 -1542 195577 -19012 -19012 176565 674526 19012 19012 655514 0 655514 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAX. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE FOUNDATION HAS ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -19,012. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,012. GALA 140056 133906 6150 8414 8673 GOLF TOURNAMENT 9080 7609 1471 1161 764 149136 141515 7621 9575 9437 19012 -11391 1 HERITAGE CHRISTIAN ACADEMY 15655 BASS LAKE ROAD MAPLE GROVE MN 553113103 412005352 501(C)(3) 650000 0 SCHOLARSHIPS AND TUITION ASSISTANCE 1 PART I, LINE 2: ALL GRANT SUPPORT IS PROVIDED TO A 501(C)(3) PUBLIC CHARITY OPERATING A PRIVATE RELIGIOUS SCHOOL. RELATED OFFICERS WITH THE RECIPIENT ORGANIZATION ENSURE GRANT COMPLIANCE. CASH 2023-07-31 650000 BOOK VALUE 412005352 HERITAGE CHRISTIAN ACADEMY 15655 BASS LAKE ROAD MAPLE GROVE MN 553113103 501(C)(3) 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A HERITAGE CHRISTIAN ACADEMY MAY APPOINT AT LEAST ONE MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS AND AT ALL TIMES AT LEAST 75% OF THE DIRECTORS MUST HAVE STUDENTS ENROLLED IN GOOD STANDING AT HERITAGE CHRISTIAN ACADEMY. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE FOUNDATION'S GOVERNING DOCUMENTS MUST BE APPROVED BY THE BOARD OF DIRECTORS OF HERITAGE CHRISTIAN ACADEMY. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURNS ARE REVIEWED BY THE ORGANIZATION ADMINISTRATION PRIOR TO THE PRESIDENT SIGNING THEM, WHICH IS REPORTED TO THE BOARD. THE FULL RETURN IS NOT REVIEWED BY THE BOARD FOR APPROVAL PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12 BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. INDIVIDUALS WHO IDENTIFY CONFLICTS ARE EXCLUDED FROM DISCUSSION AND APPROVAL OF THE AFFECTED TRANSACTION. BOARD MEMBERS AND THE PRESIDENT ARE PERIODICALLY ASKED, DURING BOARD MEETINGS, IF A CONFLICT IS DETERMINED TO EXIST BY THE REMAINING BOARD MEMBERS. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS NOR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. HERITAGE CHRISTIAN ACADEMY 15655 BASS LAKE ROAD MAPLE GROVE MN 553113103 412005352 PRE-KINDERGARTEN, ELEMENTARY AND SECONDARY SCHOOL MN 501(C)(3) LINE 2 GRACE FREE LUTHERAN CHURCH 0 GRACE FREE LUTHERAN CHURCH 15655 BASS LAKE ROAD MAPLE GROVE MN 553113103 411433116 CHURCH MN 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 HERITAGE CHRISTIAN ACADEMY B 650000 ACTUAL AMOUNT