2026-05-07T10:03:44-05:00 2025-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2024-07-01 351111818 HERITAGE CHRISTIAN SCHOOLS INC HERI 3178493441 6401 EAST 75TH STREET INDIANAPOLIS IN 46250 DR BRIAN DOUGHERTY HEAD OF SCHOOL 7657471500 2026-04-24 1 1 CASSE TATE P01271193 3175802000 2026-04-24 2024 2025-03-06 01:10:19Z DR BRIAN DOUGHERTY 6401 EAST 75TH STREET INDIANAPOLIS IN 46250 33952190 0 X HTTP://WWW.HERITAGECHRISTIAN.NET X 1965 IN THE MISSION OF HERITAGE CHRISTIAN SCHOOL IS TO GLORIFY GOD THROUGH THE DISCIPLESHIP OF STUDENTS AND THE PURSUIT OF EXCELLENCE IN EDUCATION WITH THE BIBLE AS THE FOUNDATION AND JESUS CHRIST AS OUR FOCUS. 5 5 409 300 0 0 521038 1494751 23730598 25471127 163178 241608 -68792 -42417 24346022 27165069 2907612 3909025 0 0 12688932 14069967 0 0 515153 7272167 7086087 22868711 25065079 1477311 2099990 27250227 29637547 3425271 3639428 23824956 25998119 THE MISSION OF HERITAGE CHRISTIAN SCHOOL IS TO GLORIFY GOD THROUGH THE DISCIPLESHIP OF STUDENTS AND THE PURSUIT OF EXCELLENCE IN EDUCATION WITH THE BIBLE AS THE FOUNDATION AND JESUS CHRIST AS OUR FOCUS. 0 0 21876946 3909025 25476159 PROVIDE CHRISTIAN-BASED EDUCATION TO STUDENTS IN PREKINDERGARTEN THROUGH 12TH GRADE ALONG WITH RELATED SERVICES AND EDUCATIONAL OPPORTUNITIES TYPICALLY ASSOCIATED WITH PRIMARY AND SECONDARY SCHOOLS. 21876946 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 64 0 1 409 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 IN X TONYA KANZLER 3178133886 6401 E 75TH STRET INDIANAPOLIS IN 46250 SCOTT SCHNEIDER PRESIDENT 2.00 X X 0 0 0 MAX ANDERS VICE PRESIDENT & DISCIPLESHIP CHAIR 1.00 X X 0 0 0 DOUG WALTZ TREASURER 1.00 X X 0 0 0 TODD BROCKER SECRETARY 1.00 X X 0 0 0 CHRIS SARVER DISCIPLESHIP VICE CHAIR 1.00 X 0 0 0 NATHAN BEADLE CHIEF OPERATING OFFICER 50.00 X 103001 0 20797 TONYA KANZLER DIRECTOR OF FINANCE 50.00 X 83686 0 0 DR BRIAN DOUGHERTY HEAD OF SCHOOL 50.00 X 171887 0 26781 358574 0 47578 2 0 1 0 0 189215 1305536 9900 1494751 TUITION AND FEES 611110 23976610 23976610 AUXILIARY SERVICES 611110 663215 663215 ACTIVITIES AND SPECIAL EVENTS 611110 493017 493017 338285 338285 25471127 190793 190793 6705606 11455 6665371 875 40235 10580 50815 50815 17205 189215 64654 -47449 -47449 61253 56221 5032 5032 27165069 25476159 0 194159 3909025 3909025 328301 292188 29547 6566 11121400 9846172 1028419 246809 326298 288879 30176 7243 1458076 1290914 134817 32345 835892 740143 77245 18504 14837 14837 48200 48200 366115 116882 201245 47988 96739 30884 53175 12680 17130 17130 629024 588528 36088 4408 123456 95780 27250 426 65604 40959 24145 500 1525835 1303802 222033 203455 192165 9250 2040 REPAIRS, EQUIPMENT AND 1430195 999059 426475 4661 SUPPLIES AND CURRICULUM 1093876 908032 65937 119907 CONTRACTED CLEANING EXP 562488 562488 ACTIVITIES AND SPECIAL 540164 521223 13292 5649 368969 132693 230849 5427 25065079 21876946 2672980 515153 1449283 1983648 472558 1810322 31120 202938 160677 440001 45010683 25714564 18657465 19296119 4736814 4791765 1742310 1112754 27250227 29637547 1829922 1802071 1553445 1829993 41904 7364 3425271 3639428 X 23298405 24535303 526551 1462816 23824956 25998119 27250227 29637547 2099990 73173 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72219 X X 0 1008831 112257 23648 1097440 835000 43975 129856 1008831 835000 835000 3570 3570 3570 3570 1.00000 0.00000 0.00000 0 0 833032 833032 36114553 21021263 15093290 579259 337170 242089 7483839 4356131 3127708 19296119 OPERATING LEASE LIABILITIES 3440 FINANCE LEASE LIABILITIES 3924 7364 X 25258216 73173 120875 194048 25064168 2100901 2100901 27165069 23085053 120875 120875 22964178 2100901 2100901 25065079 PART III, LINE 4: TWO BRONZE EAGLES ARE ON DISPLAY SINCE THAT IS THE SCHOOL MASCOT. ONE ON TOP OF THE EXTERIOR SIGN AND THE OTHER ON DISPLAY INSIDE THE MAIN ENTRY AREA. A MEMORIAL BENCH SITS OUTSIDE IN FRONT OF THE HIGH SCHOOL GYM AS A REMINDER OF THE COURAGEOUS STRUGGLE ENDURED BY A FORMER STUDENT. A STATUE OF TWO CHILDREN SITS OUTSIDE THE FRONT ENTRANCE OF THE ELEMENTARY SCHOOL TO MEMORIALIZE A FORMER ELEMENTARY PRINCIPAL AND TO SYMBOLIZE OUR COMMITTMENT TO TEACHING. A ROSSI BRONZE STATUE OF CHILDREN PLAYING ON A LOG WAS INSTALLED AT THE ELEMENTARY SCHOOL. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF THE ZACH WARRICK DISCIPLESHIP ENDOWMENT AND THE REFFEITT SCHOLARSHIP FUND ESTABLISHED BY THE BOARD OF DIRECTORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES. THE ORGANIZATION APPROPRIATES EXPENDITURES OF THE ZACH WARRICK DISCIPLESHIP ENDOWMENT IN CONJUNCTION WITH APPROVAL OF ANNUAL BUDGET BY THE BOARD OF DIRECTORS. FOR THE REFFEITT SCHOLARSHIP FUND, $3,000 IS TO BE PAID ANNUALLY FOR SCHOLARSHIPS. PART X, LINE 2: HERITAGE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A CORRESPONDING STATE TAX LAW. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. IN ADDITION, HERITAGE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR FISCAL YEARS 2025 AND 2024. HERITAGE FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. HERITAGE IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE FISCAL YEAR 2022. HCS REAL ESTATE IS SINGLE MEMBER LLC AND IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES. ALL INCOME, GAINS, LOSSES AND DEDUCTIONS OF HCS REAL ESTATE ARE INCLUDED IN HERITAGE'S TAX FILINGS. MANAGEMENT BELIEVES THAT HERITAGE AND HCS REAL ESTATE'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 56,221. FUNDRAISING EXPENSES 64,654. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS SHOWN NET OF REVENUE ON FINANCIAL STATEMENTS 2,100,901. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 56,221. FUNDRAISING EXPENSES 64,654. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS SHOWN NET OF REVENUE ON FINANCIAL STATEMENTS 2,100,901. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 HERITAGE CHRISTIAN SCHOOL ANNUALLY PUBLICIZED AN ADVERTISEMENT ABOUT ITS NON-DISCRIMINATORY POLICY. IT STATES "HERITAGE CHRISTIAN SCHOOL ADMITS ELIGIBLE STUDENTS OF ANY RACE, COLOR, AND NATIONAL OR ETHNIC ORIGIN". THIS IS ALSO PRINTED ON BROCHURES AND APPLICATIONS. X X X X X X X 1 BOOSTER ENTERPRISES 3675 CRESTWOOD PKWY STE 400 DULUTH GA 30096 FUN RUN 1 167511 40000 127511 167511 40000 127511 IN FUN RUN 168840 168840 45047 GOLF OUTING 37580 20375 17205 834 12373 6400 206420 189215 17205 834 12373 51447 64654 -47449 1 TUITION ASSISTANCE 1053 3903775 COLLEGE ASSISTANCE 6 5250 PART I, LINE 2: TUITION ASSISTANCE FOR ATTENDING THE SCHOOL IS GRANTED ON THE BASIS OF FINANCIAL NEED. SCHOLARSHIPS FOR COLLEGE ATTENDANCE ARE GRANTED ON THE BASIS OF FINANCIAL NEED, ACADEMIC PERFORMANCE, AND ATHLETIC ACCOMPLISHMENTS. TUITION ASSISTANCE GIVEN TO THE FAMILIES IS A DIRECT DEDUCTION ON THEIR BILL. THE SCHOLARSHIPS GIVEN TO STUDENTS AT THE END OF THE YEAR FOR COLLEGE ASSISTANCE ARE WRITTEN TO THE COLLEGE THEY ARE ATTENDING. NO CASH IS RECEIVED DIRECTLY; THEREFORE, THE MONEY AWARDED IS BEING USED FOR ITS INTENDED PURPOSE. 1 X X X 0 0 0 0 0 0 0 0 0 DR BRIAN DOUGHERTY HEAD OF SCHOOL 171087 0 800 0 0 0 2881 0 23900 0 198668 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS ESTABLISHES THE CEO COMPENSATION, USING HISTORICAL AND INDUSTRY COMPARATIVE DATA. OTHER ORGANIZATION LEADERSHIP COMPENSATION IS SET BY THE CEO, COO AND DIRECTOR OF HR ALSO USING HISTORICAL AND INDUSTRY COMPARATIVE DATA. COMPENSATION IS REVIEWED ANNUALLY AND SET WITHIN BUDGETARY CONSTRAINTS, THE EXTERNAL AUDITORS ALSO REVIEW LEADERSHIP COMPENSATION FOR REASONABLENESS. 1 RECIPIENTS BOARD MEMBER CHILDREN RECEIVE FINANCIAL AID ON TUITION 2993 FINANCIAL AID ON TUITION JODI SARVER WIFE OF CHRIS SARVER, MEMBER AND DIRECTOR 25820 PAYROLL 0 RACHEL DOUGHERTY WIFE OF BRIAN DOUGHERTY, HEAD OF SCHOOL 46526 PAYROLL 0 FORM 990, PART VI, SECTION B, LINE 11B INTERNAL REVIEW IS COMPLETED BY THE DIRECTOR OF FINANCE, COO AND CEO. THE BOARD FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD PRESIDENT AND ORGANIZATION'S CEO REVIEW THE SIGNED POLICY STATEMENTS ANNUALLY, AND PERIODICALLY REQUEST ANY UPDATES VERBALLY FROM BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ESTABLISHES THE CEO COMPENSATION, USING HISTORICAL AND INDUSTRY COMPARATIVE DATA. OTHER ORGANIZATION LEADERSHIP COMPENSATION IS SET BY THE CEO, COO AND DIRECTOR OF HR ALSO USING HISTORICAL AND INDUSTRY COMPARATIVE DATA. COMPENSATION IS REVIEWED ANNUALLY AND SET WITHIN BUDGETARY CONSTRAINTS, THE EXTERNAL AUDITORS ALSO REVIEW LEADERSHIP COMPENSATION FOR REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE MOST RECENT FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF A INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HCS REAL ESTATE LLC 6401 E 75TH STREET INDIANAPOLIS IN 46250 HOLDS LAND HELD FOR INVESTMENT IN 0 0 HERITAGE CHRISTIAN SCHOOLS INC