2026-04-28T17:29:26-05:00 2025-06-30 200079323 STEVENSON SMITH CPAS LLC 5252 N EDGEWOOD DRIVE SUITE 350 PROVO UT 84604 990 2024-07-01 870514958 HERITAGE SCHOOLS INC HERI 8012264600 5600 N HERITAGE SCHOOL DR PROVO UT 84604 KEVIN CURTIS COO 8012264600 2026-04-21 0 0 STEVENSON SMITH P00501855 8012344200 2024 2025-03-06 01:10:19Z KEVIN CURTIS 5600 N HERITAGE SCHOOL DR PROVO UT 84604 21934188 0 X WWW.HERITAGERTC.ORG X 1993 UT PROVIDE COST EFFECTIVE AND HIGH QUALITY THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL ENVIRONMENT 7 6 617 0 0 0 7574 36537 21534144 21897651 0 0 0 0 21541718 21934188 0 0 0 0 16721666 17075107 0 0 0 5650049 5014123 22371715 22089230 -829997 -155042 2323280 2225347 5624985 5682094 -3301705 -3456747 THE CORPORATION SHALL OPERATE A RESIDENTIAL TREATMENT FACILITY IN ORDER TO PROVIDE COST EFFECTIVE AND HIGH QUALITY THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL SETTING. 0 0 17101466 21897651 RESIDENTIAL TREATMENT FACILITY FOR PSYCHIATRIC TREATMENT OF ADOLESCENTS. 17101466 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 77 0 1 617 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X RUSSELL DEPEW 8012264600 5600 N HERITAGE SCHOOL DR PROVO UT 84604 STEVENSON G SMITH BOARD MEMBER 1.00 X 3000 0 0 BRAD JACKMAN BOARD MEMBER 1.00 X 3500 0 0 JALEE CLARKE BOARD MEMBER 1.00 X 2000 0 0 JAMES EVANS BOARD MEMBER 1.00 X 2000 0 0 STACY EDGINGTON BOARD MEMBER 1.00 X 2000 0 0 JINI ROBY BOARD MEMBER 1.00 X 2000 0 0 KEVEN CURTIS CHIEF OPERATING OFFICER 40.00 X 215822 0 0 KEVIN DOWNS CHIEF EXECUTIVE OFFICER 40.00 X 237264 0 0 ALEX REID DIGITAL SERVICES DIRECTOR 40.00 X 151535 0 0 JAMIS LEEPER MEDICAL DIRECTOR 40.00 X 243055 0 0 NEIL WALLACE EXECUTIVE DIRECTOR 40.00 X 149774 0 0 DISA BROCK NURSE PRACTIONER 40.00 X 139264 0 0 CLINT PETERSON NURSE PRACTIONER 40.00 X 160790 0 0 BRAD FRY EXECUTIVE DIRECTOR 40.00 X 139782 0 0 GEORGE BALLEW CLINICAL SERVICES 40.00 X 128550 0 0 GERALD SPANOS CURRENT BOARD CHAIRMAN 40.00 X 124680 0 0 1705016 0 0 13 1 1 0 0 36537 36537 TUITION & FEES 623990 21700253 21700253 OTHER INCOME 623990 197398 197398 21897651 21934188 21897651 0 0 1390884 1390884 13107509 13107509 1523105 63287 1459818 1053609 953113 100496 1100895 402697 698198 153110 6551 146559 49456 45555 3901 169641 121443 48198 22049 22049 SUPPLIES 825066 552284 272782 FOOD 488586 478772 9814 UTILITIES 389842 359090 30752 PROGRAMS 380994 375226 5768 1434484 635939 798545 22089230 17101466 4987764 0 773922 882626 1462734 1263294 30572 22446 56052 56981 2323280 2225347 1551924 1523252 422464 321410 3650597 3837432 5624985 5682094 X -3516405 -3579385 214700 122638 -3301705 -3456747 2323280 2225347 -155042 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3462 3462 692 173 0 0 692 692 1038 173 173 260 SCHEDULE C PART II-B IT IS ESTIMATED THAT 20% OF THE NATSAP DUES PAID TO THE NATIONAL ORGANIZATION ARE FOR LOBBYING. THE DUES PAID TO THE UTAH CHAPTER ARE 100% LOBBYING. 0 SEVERENCE OBLIGATION 54478 INTERCOMPANY LIABILITY 3782954 3837432 21690162 -244026 -244026 21934188 0 21934188 21845204 -244026 -244026 22089230 0 22089230 PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -244,026. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -244,026. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL HAS AND IS CONTINUING TO ADD STATEMENTS ABOUT THEIR NONDISCRIMINATION POLICY TO ANY DOCUMENTS THAT ARE DISTRIBUTED TO ALL PARTS OF THE COMMUNITY THEY SERVE. SCHEDULE E, PART I, LINE 6 FUNDING IS PROVIDED THROUGH SCHOOL DISTRICTS AND MENTAL HEALTH AGENCIES. 1 X X X X X X 0 1 0 1 0 0 0 0 0 JAMIS LEEPER MEDICAL DIRECTOR 243055 0 0 0 0 0 0 0 0 0 243055 0 0 0 KEVIN DOWNS CHIEF EXECUTIVE OFFICER 237264 0 0 0 0 0 0 0 0 0 237264 0 0 0 KEVEN CURTIS CHIEF OPERATING OFFICER 215822 0 0 0 0 0 0 0 0 0 215822 0 0 0 CLINT PETERSON NURSE PRACTIONER 160790 0 0 0 0 0 0 0 0 0 160790 0 0 0 ALEX REID DIGITAL SERVICES DIRECTOR 151535 0 0 0 0 0 0 0 0 0 151535 0 0 0 GERALD SPANOS CURRENT BOARD CHAIRMAN 124680 0 0 0 0 0 0 0 0 0 124680 0 0 0 PART I, LINE 5 MANAGEMENT'S BONUSES ARE PARTLY DETERMINED BASED ON NET EARNINGS. GERALD SPANOS CURRENTLY BOARD MEMBER AND CEO THIS IS UNPAID, NONQUALIFIED DEFERRED COMPENSATION TO THE CEO.SEE STATEMENT X 1507062 321410 0 1 1 321410 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PROVIDED TO BOARD BEFORE FILING BY EMAIL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL EMPLOYEES, OFFICERS AND TRUSTEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. POLICY REQUIRES THAT ANY CONFLICTS ARISING DURING THE YEAR BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT AND RETIRED PRESIDENT FOR EACH YEAR WAS DETERMINED BY WRITTEN EMPLOYMENT CONTRACT, APPROVAL BY THE BOARD AND COMPENSATION CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST SCHEDULE L PART II DURING 2007, THE SCHOOL ENTERED INTO A SEVERANCE AGREEMENT WITH THE CEO. UNDER TERMS OF THAT ARRANGEMENT THE SCHOOL AGREED TO PAY MONTHLY INSTALLMENTS COMENCING AUG. 1, 2007 UNTIL THE LATER OF OCT. 1, 2017 OR THE DATE OF THE OFFICER'S DEATH. THE SCHOOL HAS RECORDED THESE OBLIGATIONS AT THEIR PRESENT VALUES USING A 5% DISCOUNT RATE. THE ANNUAL PAYMENTS OF THE OBLIGATION TOTAL $120,000 PER YEAR, WHICH, COMBINED WITH BENEFITS IS THE AMOUNT RECORDED ON PART VII FOR THE CEO. HERITAGE BEHAVIORAL HEALTH SYSTEMS INC 5600 N HERITAGE SCHOOL DR PROVO UT 84604 870574417 PROVIDE FACILITIES AND MANAGEMENT SERVICES TO HERITAGE SCHOOLS, INC. UT 170(B)(1)(A)(I) 509(A)(3) HERITAGE SCHOOLS INC 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 HERITAGE BEHAVIORAL HEALTH SYSTEMS INC E 3782954 HERITAGE BEHAVIORAL HEALTH SYSTEMS INC P 110438