2025-11-17T14:55:22-05:00 2025-06-30 933962119 SWIFTCURRENT ACCOUNTING & TAX INC 19 APPLEWAY DRIVE KALISPELL MT 59901 990 2024-07-01 851401422 HERITAGE ACADEMY INCORPORATED HERI 4062578799 PO BOX 5673 KALISPELL MT 59901 AARON ANDERSON CHAIRMAN 4063516992 2025-11-16 false CHRISTIAN SHAEFFER CPA P01458458 4067555428 2025-11-17 X 2024 2025-03-06 01:10:19Z AARON ANDERSON 305 5TH AVE E KALISPELL MT 599014925 1162048 false X HERITAGEACADEMYKALISPELL.ORG X 2020 MT HERITAGE ACADEMY PARTNERS WITH FAMILIES TO CULTIVATE THE SOULS OF THEIR CHILDREN SO THEY GROW IN WISDOM AND VIRTUE AS WE SEEK TO LOVE GOD AND OTHERS. VISION: FAMILIES UNITED IN THE PURSUIT OF TRUTH, GOODNESS, AND BEAUTY. 5 5 49 88 0 526405 516110 665467 639973 12964 457 1564 2904 1206400 1159444 230 0 611345 729607 0 58953 297512 206044 908857 935881 297543 223563 584644 933023 3698 97118 580946 835905 X VISION: FAMILIES UNITED IN THE PURSUIT OF TRUTH, GOODNESS, AND BEAUTY. MISSION: HERITAGE ACADEMY PARTNERS WITH FAMILIES TO CULTIVATE THE SOULS OF THEIR CHILDREN SO THEY GROW IN WISDOM AND VIRTUE AS WE SEEK TO LOVE GOD AND OTHERS. false false 561134 230 640030 VOLUNTEERS: DURING THE 2024-2025 YEAR, APPROXIMATELY 88 PARENT-VOLUNTEERS SERVED OVER 10,000 HOURS (VALUED AT 250,000) TO PARTNER WITH HERITAGE ACADEMY TO ACCOMPLISH ITS MISSION & VISION AS STATED ABOVE. IN ADDITION, 24,890 WAS DONATED THROUGH IN-KIND PAYROLL DONATIONS. 561134 true true false false false false false false false false true false false true true false false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false true 11 0 49 true false false false false false false false false X 5 5 false false false false false false false true true false false true true true true false false true true false X JANE TURNER 4062578799 2010 WHITEFISH STAGE ROAD KALISPELL MT 59901 MELISSA QUAST SECRETARY/TR 2.50 X X 0 0 8643 AARON ANDERSON CHAIRMAN 1.50 X X 0 0 0 MARK OCHENRIDER TRUSTEE 1.50 X 0 0 0 JOHN THOMAS VICE CHAIRMA 1.50 X X 0 0 0 DAN TINTZMAN TRUSTEE 1.50 X 0 0 0 8643 false false false 516110 516110 TUITION 473458 473458 CONSERVATORY TUITION 60984 60984 ACE SCHOLARSHIP TUITION 56917 56917 STUDENT ACTIVITIES INCOME 19739 19739 HIGH SCHOOL SPRING BANQUET 12971 12971 15904 15904 639973 457 457 4761 2604 2157 2157 OTHER 747 747 747 1159444 629906 13428 230 230 82952 5400 77552 580616 344938 192363 43315 1746 1746 64293 46802 17491 12437 12437 1300 1300 16850 1212 15638 24962 21313 3649 8996 8996 49728 47306 2422 2562 2562 112 112 8493 4009 4484 CURRICULUM 21214 21214 STUDENT ACTVITIES 20982 20982 COGS 8746 8746 COMMUNITY EVENTS 7961 7961 21701 20167 1534 935881 561134 315794 58953 45990 83421 17621 17842 3352 517682 112 517570 516657 245750 4376 65088 584644 933023 94952 3698 2166 3698 97118 X 580946 835905 580946 835905 584644 933023 223563 31396 X false false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400369 400369 104000 104000 4525 4525 8788 112 8676 517570 ARCHITECT - CAPITAL CAMPAIGN 65088 65088 CREDIT CARD 2166 2166 true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 POLICY IS AVAILABLE FOR REVIEW. SCHEDULE E HERITAGE ACADEMY SHALL MAKE NO DISTINCTION IN ITS EMPLOYMENT DECISIONS, EDUCATION PROGRAM, EDUCATIONAL ACTIVITY AND/OR OPERATING POLICIES WITH REGARD TO AN INDIVIDUAL'S AGE, BIOLOGICAL SEX, DISABILITY, VETERAN STATUS, RACE, COLOR, OR NATIONAL AND ETHNIC ORIGIN. UNDER FEDERAL AND STATE LAW, HERITAGE ACADEMY MAY DISCRIMINATE ON THE BASIS OF RELIGION IN ORDER TO FULFILL ITS MINISTRY AND PURPOSE, INCLUDING, BUT NOT LIMITED TO, A COMMITTMENT TO AND FULFILLMENT OF THE STATEMENT OF FAITH. MOREOVER, ANY VIOLATION OF THE ORGANIZATION'S STATEMENT OF FAITH CONSTITUTES GOOD CAUSE TO TERMINATE EMPLOYMENT. CHILDREN OF KAMELA ANDERSON STUDENTS OF DEPT DIR 500 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF TARA BAILEY STUDENTS OF ACAD INS 500 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF TAWNYA BELL STUDENTS OF ACAD INS 500 TUITION DISCOUNT SCHOOL TUITION CHILD OF KRISTEN COTTON STUDENT OF ACAD INST 500 TUITION DISCOUNT SCHOOL TUITION CHILD MEGAN COUSER STUDENT OF ACAD INST 500 TUITION DISCOUNT SCHOOL TUITION CHILD OF PHIL CUNNINGHAM STUDENT OF ACAD INST 500 TUITION DISCOUNT SCHOOL TUITION CHILD OF CELENA DANIELS STUDENT OF ACAD INST 500 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF ASHLEY FISCHER STUDENTS OF ACAD INS 500 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF NICOLE FISHER STUDENTS OF ADMIN ST 7050 TUITION WAIVER SCHOOL TUITION CHILD OF MELANIE FRITCH STUDENT OF ACAD INST 500 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF JOSHUA LANCASTER STUDENTS OF ADMIN ST 7050 TUITION WAIVER SCHOOL TUITION CHILD OF BUFFI LLOYD STUDENT OF ACAD INST 500 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF SARAH LOUDEN STUDENTS OF ACAD INS 500 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF NIKI MACLEAN STUDENTS OF ACAD INS 250 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF JESSICA MILLIGAN STUDENTS OF ACAD INS 250 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF LISA OCHENRIDER STUDENTS OF ACAD INS 250 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF JENNY PETERSEN STUDENTS OF BUS MGR 2063 TUITION WAIVER SCHOOL TUITION CHILDREN OF ELIZABETH RAINFORD STUDENTS OF DEP DIR 7050 TUITION WAIVER SCHOOL TUITION CHILDREN OF LISA THIESSEN STUDENTS OF DEP DIR 7050 TUITION WAIVER SCHOOL TUITION CHILDREN OF ERIN TINTZMAN STUDENTS OF ADM DIR 6400 TUITION WAIVER SCHOOL TUITION CHILDREN OF JANE TURNER STUDENTS OF HEAD OF 23375 TUITION WAIVER SCHOOL TUITION SCHEDULE L, PART III CHILDREN OF JOSHUA LANCASTER STUDENTS OF ADMIN ST 7,050 TUITION WAIVER SCHOOL TUITION CHILD OF BUFFI LLOYD STUDENT OF ACAD INST 500 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF SARAH LOUDEN STUDENTS OF ACAD INS 500 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF NIKI MACLEAN STUDENTS OF ACAD INS 250 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF JESSICA MILLIGAN STUDENTS OF ACAD INS 250 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF LISA OCHENRIDER STUDENTS OF ACAD INS 250 TUITION DISCOUNT SCHOOL TUITION CHILDREN OF JENNY PETERSEN STUDENTS OF BUS MGR 2,063 TUITION WAIVER SCHOOL TUITION CHILDREN OF ELIZABETH RAINFORD STUDENTS OF DEP DIR 7,050 TUITION WAIVER SCHOOL TUITION CHILDREN OF LISA THIESSEN STUDENTS OF DEP DIR 7,050 TUITION WAIVER SCHOOL TUITION CHILDREN OF ERIN TINTZMAN STUDENTS OF ADM DIR 6,400 TUITION WAIVER SCHOOL TUITION CHILDREN OF JANE TURNER STUDENTS OF HEAD OF 23,375 TUITION WAIVER SCHOOL TUITION SCHEDULE L, PART V HERITAGE ACADEMY PROVIDES THE FOLLOWING BENEFITS TO THE TYPES OF EMPLOYEES LISTED: ADMINISTRATORS/ADMINISTRATIVE STAFF ARE ELIGIBLE TO RECEIVE AN ACADEMY TUITION CREDIT (HEAD OF SCHOOL: CURRENTLY FREE TUITION FOR ALL CHILDREN - SEVEN FULL-DAY STUDENTS. ADMINISTRATIVE STAFF: EQUIVALENT TO THE COST OF TWO-FULL DAY, HERITAGE ACADEMY STUDENTS) FOR THEIR LEGAL CHILDREN. ACADEMY INSTRUCTORS WHO TEACH FOUR OR MORE HOURS PER WEEK (TYPICALLY 2+ CLASSES) RECEIVE A 500 ANNUAL TUITION CREDIT THAT IS DISTRIBUTED ON A PRORATED (MONTHLY) BASIS OVER THE COURSE OF THE ACADEMIC YEAR. STAFF TUITION CREDITS WILL NOT BE APPLIED TO TUITION DEPOSITS, FEES, OR ANY EXPENSES OTHER THAN TUITION ITSELF. FORM 990 - ORGANIZATION'S MISSION VISION: FAMILIES UNITED IN THE PURSUIT OF TRUTH, GOODNESS, AND BEAUTY. MISSION: HERITAGE ACADEMY PARTNERS WITH FAMILIES TO CULTIVATE THE SOULS OF THEIR CHILDREN SO THEY GROW IN WISDOM AND VIRTUE AS WE SEEK TO LOVE GOD AND OTHERS. FORM 990, PART VI SEVERAL BOARD MEMBERS ARE MARRIED TO EMPLOYEES OF HERITAGE ACADEMY. A TRUSTEE IS AN OWNER OF A SMALL BUSINESS. ONE OR MORE TRUSTEES ARE CUSTOMERS OF THAT BUSINESS. OUR FINANCIAL AGENT WITH EDWARD JONES IS RELATED TO AN ADMINISTRATIVE STAFF MEMBER AND BOARD MEMBER. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PROVIDED VIA EMAIL TO BOARD MEMBERS FOR REVIEW PRIOR TO E- FILING. FORM 990, PAGE 6, PART VI, LINE 12C POLICY IS REVIEWED AT LEAST ANNUALLY AT A BOARD MEETING. BOARD MEMEBERS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A HEAD OF SCHOOL'S COMPENSATION IS SUBJECT TO ANNUAL REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B OTHER OFFICERS AND KEY EMPLOYEE COMPENSATION IS SUBJECT TO ANNUAL REVIEW AND APPROVAL BY BOARD. FORM 990, PAGE 6, PART VI, LINE 19 PUBLIC GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.