2025-08-20T15:17:44-07:00 2024-12-31 990 2024-01-01 731368665 HERITAGE ACADEMY FOUNDATION INC HERI 9184940953 2021 E 71st Street Tulsa OK 74135 Mathew Zalk Treasurer 9183089082 2025-03-02 1 2024 2025-03-06 01:10:19Z Mathew Zalk 2021 E 71st St Tulsa OK 74136 79052 0 X X 1990 OK Heritage Academy Foundation Inc funds a significant portion of the operating budget of the Mizel Jewish Day School 9 9 0 9 0 0 0 0 0 0 62846 79052 195 0 63041 79052 134450 100969 0 0 0 0 0 0 0 11696 12633 146146 113602 -83105 -34550 2489749 2647406 0 0 2489749 2647406 Heritage Academy Foundation Inc funds a significant portion of the operating budget of the Mizel Jewish Day School. 0 0 113602 100969 79052 Funding operating budget of the Mizel Jewish Day School 0 0 0 N/A 0 0 0 N/A 0 0 0 113602 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 OK X X X Bank of Oklahoma Financial 9187600272 2021 E 71st Street Tulsa OK 74135 Stan Kessler None 0 0 X 0 0 0 Michael Basch None 1 0 X 0 0 0 Janis Finer None 1 0 X 0 0 0 Sarah Downing None 1 0 X 0 0 0 Shelby Brewster None 1 0 X 0 0 0 Rachel Budavich None 1 0 X 0 0 0 Richard Borg President 1 0 X 0 0 0 Mathew Zalk Treasurer 1 0 X 0 0 0 Randee Charney None 1 X 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 79052 0 0 79052 0 0 0 0 0 0 0 0 0 0 0 0 0 0 79052 0 0 79052 100969 100969 12633 12633 113602 113602 0 0 0 0 0 0 0 0 0 0 0 2489749 2647406 0 0 0 0 2489749 2647406 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2489749 2647406 0 0 2489749 2647406 2489749 2647406 -34550 192207 0 0 0 0 X 0 0 0 X X X 1 Mizel Jewish Community Day School 730983653 2 1 100969 0 1 100969 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Schedule A, Part I, Line 12a Heritage Academy Foundation Inc. is organized and operated exclusively to support Heritage Academy, a publicly supported educational organization described in section 509(a)(1). Heritage Academy is designated by name in the Foundation's governing documents. Heritage Academy appoints a majority of the Foundation's board members and oversees its grantmaking and activities. The Foundation operates under a written agreement with Heritage Academy to provide financial support aligned with its educational mission, ensuring compliance with the requirements for Type I supporting organizations under IRC Section 509(a)(3). 0 0 0 0 0 0 0 0 0 Stan Kessler None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Michael Basch None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Janis Finer None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sarah Downing None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Shelby Brewster None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rachel Budavich None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Richard Borg President 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mathew Zalk Treasurer 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Randee Charney None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule J, Part I, Line 3 No such compensation, benefits, or arrangements were provided to any person listed in Part VII, Section A, Line 1a during the year. Form 990, Part VI, Section B, Line 11b COPIES OF IRS FORM 990/ALL RELATED SCHEDULES AND MONTHLY FINANCIAL STATEMENTS (INCOME STATEMENT, BALANCE SHEETS) ARE PROVIDED TO BOARD MEMBERS AND THE DIRECTOR OF THE SCHOOL FOR THEIR REVIEW, PRIOR TO FILING OF THE ANNUAL TAX RETURN Form 990, Part VI, Section C, Line 18 Available in school office upon request, as well as published on a number of websites for nonprofit financials including propublica.org Form 990, Part VI, Section C, Line 19 Available in school office upon request, as well as published on a number of websites for nonprofit financials including propublica.org