2026-05-15T14:21:44-05:00 2025-06-30 581763570 JONES AND KOLB 3475 PIEDMONT ROAD NE SUITE 1500 ATLANTA GA 30305 990 2024-07-01 581077670 THE HERITAGE SCHOOL INC HERI 7702539898 2093 HIGHWAY US-29 NEWNAN GA 30263 KAREN CRAWFORD DIRECTOR OF FINANCE AND OPERATIONS 7702539898 2026-05-14 1 0 LAURA H HELLER P00744874 4042627920 2024 2025-03-06 01:10:19Z KAREN CRAWFORD 2093 HIGHWAY 29 NORTH NEWNAN GA 30263 11477015 0 X WWW.HERITAGESCHOOL.COM X 1970 GA THE MISSION OF THE HERITAGE SCHOOL IS TO DEVELOP THE MIND THROUGH A FULL RANGE OF RIGOUROUS ACADEMICS; TO DEVELOP THE BODY THROUGH COMPETITION AND TEAMWORK; TO DEVELOP THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH; AND TO DEVELOP CAMARADERIE THROUGH SHARED EXPERIENCES. 11 11 140 50 0 0 1436445 1333919 8908871 9626702 213406 245443 114543 1771 10673265 11207835 888520 966225 0 0 5392479 5939193 0 0 223670 3463184 3645211 9744183 10550629 929082 657206 18572238 19375132 2258478 2403477 16313760 16971655 X THE MISSION OF THE HERITAGE SCHOOL IS TO DEVELOP THE MIND THROUGH A FULL RANGE OF RIGOROUS ACADEMICS; TO DEVELOP THE BODY THROUGH COMPETITION AND TEAMWORK; TO DEVELOP THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH; AND TO DEVELOP CAMARADERIE THROUGH SHARED EXPERIENCES. 0 0 8008877 966225 9632813 THE HERITAGE SCHOOL IS A CO-EDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL COMMITTED TO PROVIDING AN ENVIRONMENT THAT DEVELOPS THE MIND IN PREPARATION FOR COLLEGE AND LATER LIFE, THE BODY THROUGH COMPETITION AND TEAMWORK, THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH, AND CAMARADERIE THROUGH SHARED EXPERIENCE. MIND, BODY, SPIRIT, AND CAMARADERIE ARE INFUSED THROUGHOUT THE OPPORTUNITIES OFFERED ON AND OFF CAMPUS IN ACADEMICS, FINE ARTS, ATHLETICS, AND SERVICE.THE HERITAGE SCHOOL PROVIDES EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN GRADES PRE-K-3 THROUGH TWELVE. THE HERITAGE SCHOOL HOLDS ACCREDITATION FROM BOTH THE SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS AND THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS, AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, GEORGIA ASSOCIATION OF INDEPENDENT SCHOOLS, AND ATLANTA AREA ASSOCIATION OF INDEPENDENT SCHOOLS. 8008877 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 61 0 1 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA X KAREN CRAWFORD 7702539898 2093 N HWY 29 NEWNAN GA 30263 MIKE THOMPSON CHAIR 1.00 X X 0 0 0 SHANE LORD VICE CHAIR 1.00 X X 0 0 0 BRIAN LEWIS SECRETARY 1.00 X X 0 0 0 SALLY LOVE CONNALY-LIENAU TREASURER 1.00 X X 0 0 0 EDWYN CARTER TRUSTEE 1.00 X 0 0 0 JESS BARRON TRUSTEE 1.00 X 0 0 0 JIM THOMASSON TRUSTEE 1.00 X 0 0 0 JOSH CHAPMAN TRUSTEE 1.00 X 0 0 0 LYNN MARIE EADE TRUSTEE 1.00 X 0 0 0 JOSEPH KEOUGH TRUSTEE 1.00 X 0 0 0 STEPHANIE DUNLAP TRUSTEE 1.00 X 0 0 0 KRISTIN SKELLY HEAD OF SCHOOL 40.00 X 242053 0 24653 KAREN CRAWFORD DIRECTOR OF FINANCE & OPER 40.00 X 150184 0 5532 JAKE COPELAND DIRECTOR OF ATHLETICS 40.00 X 102392 0 15398 494629 0 45583 3 0 1 0 RA-LIN AND ASSOCIATES INC 110 DIXIE ST SUITE 200 CARROLLTON GA 30117 CONSTRUCTION OF NEW UPPER SCHOOL BUILDIN 1215102 TOMCO CONSTRUCTION INC 20 OAK HILL BLVD SUITE 200 NEWNAN GA 30265 CONSTRUCTION FOR SCIENCE INNOVATION CENT 392725 SOUTHERN CLEANING SERVICES LLC 356 JACKSON STREET NEWNAN GA 30263 CUSTODIAL SERVICES 186720 YANCEY BROS CO 187 INTERSTATE SOUTH DR MCDONOUGH GA 30253 INSPECTION AND REPAIRS OF BUSES 174337 BLALOCK HEATING & AIR 111 CHURCH ALY BROOKS GA 30205 HVAC MAINTENANCE AND REPAIR 120639 6 1333919 1632 1333919 TUITION AND FEES, NET 611710 9177489 9177489 AUXILIARY SERVICES 611710 350303 350303 GATE/BOX OFFICE 611710 40598 40598 CONCESSIONS 611710 35881 35881 SCHOOL STORE 611710 15531 15531 6900 6900 9626702 208961 208961 301322 4340 269180 0 32142 4340 36482 4340 32142 INSURANCE PROCEEDS 900099 1771 1771 1771 11207835 9632813 0 241103 966225 966225 439995 439995 4562964 3579723 961574 21667 119854 76935 31419 11500 466000 378989 84074 2937 350380 252494 96290 1596 3976 3976 880996 506572 258224 116200 6458 1411 4137 910 528588 390869 129637 8082 198738 89348 109390 412787 408584 4203 191656 177530 10901 3225 919016 790354 110282 18380 132904 132904 OTHER EXPENSES 262261 161818 62903 37540 MEALS 36084 28561 5890 1633 BOOKS AND PUBLICATIONS 29019 29019 TESTING 28148 28148 14580 9393 5187 10550629 8008877 2318082 223670 2861901 2938270 970323 27402 61696 46622 70674 18325 25961123 12873809 11526046 13087314 2964575 3112575 117023 144624 18572238 19375132 533805 461185 1607650 1797669 117023 144623 2258478 2403477 X 13477128 15209356 2836632 1762299 16313760 16971655 18572238 19375132 657206 689 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1507395 94469 16227 1585637 1387027 139953 17500 2085 1507395 1330389 92795 27500 8657 1387027 1003811 500492 -140993 30567 2354 1330389 1963744 19525 403336 1368692 14102 1003811 0.74787 0.25213 0 0 346211 346211 19240788 9330760 9910028 4313046 3543049 769997 2061078 2061078 13087314 SEC. 457 LIABILITY 144623 144623 10238323 689 -966225 -965536 11203859 3976 3976 11207835 9580428 0 9580428 3976 966225 970201 10550629 PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION ASSISTANCE -966,225. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 966,225. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NEWSPAPER, TELEVISION AND OTHER ADVERTISING BROCHURES CONTAIN NONDISCRIMINATION POLICY. SCHEDULE E, PART I, LINE 6 THE HERITAGE SCHOOL RECEIVES FINANCIAL AID FROM THE STATE OF GEORGIA ON BEHALF OF ITS STUDENTS. 1 TUITION ASSISTANCE 126 966225 FMV TUITION ASSISTANCE PART I, LINE 2: THE HERITAGE SCHOOL OFFERS FINANCIAL ASSISTANCE TO QUALIFIED APPLICANTS WHOSE FAMILIES ARE UNABLE TO PAY FULL TUITION. THROUGHOUT THE PROCESS, THE HERITAGE SCHOOL WILL UPHOLD THE HIGHEST DEGREE OF PROFESSIONALISM, CONFIDENTIALITY, HONESTY, AND INTEGRITY. THE HEAD OF SCHOOL IS RESPONSIBLE FOR THE DETERMINATION OF NEED-BASED ASSISTANCE. THE HEAD OF SCHOOL IN CONJUCTION WITH THE DIRECTOR OF FINANCE AND OPERATIONS WILL DETERMINE THE PROCESS FOR FINANCIAL ASSISTANCE AND WILL PROVIDE AN UPDATE ANNUALLY TO THE FINANCE COMMITTEE REGARDING THE FINANCIAL ASSISTANCE PROCESS. FINANCIAL ASSISTANCE INCLUDES FINANCIAL AID, SSO AND SCHOLARSHIPS CONTROLLED BY THE HERITAGE SCHOOL. ASSISTANCE DIRECTED BY THE DONOR AS TO THE AMOUNT OR RECIPIENT IS NOT INCLUDED OR CONSIDERED TO BE FINANCIAL ASSISTANCE ADMINISTERED BY THE HERITAGE SCHOOL. ALL STUDENTS MUST MEET THE HERITAGE SCHOOL ADMISSIONS CRITERIA PRIOR TO CONSIDERATION FOR FINANCIAL ASSISTANCE. THE PROCESS OF DETERMINING AN APPLICANT'S FINANCIAL ASSISTANCE WILL INCLUDE THE USE OF SMARTAID OR A SIMILAR THIRD-PARTY PLATFORM THAT PROVIDES FINANCIAL AID NEED ASSESSMENTS. THE HEAD OF SCHOOL AND THE DIRECTOR OF FINANCE AND OPERATIONS SHALL NOT ISSUE FINANCIAL ASSISTANCE TO ANY APPLICANT IN EXCESS OF AN APPLICANT'S FINANCIAL AID NEED ASSESSMENT, AS DETERMINED BY SMARTAID OR ANY SIMILAR PLATFORM. NOTWITHSTANDING THE FOREGOING, FINANCIAL ASSISTANCE MAY EXCEED AN APPLICANT'S FINANCIAL AID NEED ASSESSMENT IF THE APPLICANT'S FINANCIAL ASSISTANCE FOR THAT SCHOOL YEAR IS APPROVED BY: (I) A MAJORITY-VOTE OF THE FINANCE COMMITTEE AT A MEETING AT WHICH QUORUM EXISTS; OR (II) IN THE EVENT THAT A QUORUM OF THE FINANCE COMMITTEE IS UNAVAILABLE, THE CHAIR OF THE FINANCE COMMITTEE, WHO SHALL SUBMIT THE APPROVED AMOUNT OF FINANCIAL ASSISTANCE TO THE FINANCE COMMITTEE FOR REVIEW AND CONFIRMATION AT THE FOLLOWING MEETING. THE FINANCE COMMITTEE MUST REVIEW ON A NO-NAME BASIS THE FACTS, CIRCUMSTANCES AND FINANCIAL AID NEED ASSESSMENT OF EACH APPLICANT WHO RECEIVES FINANACIL ASSISTANCE IN EXCESS OF THE APPLICANT'S FINANCIAL AID NEED ASSESSMENT. THE HEAD OF SCHOOL SHALL REDACT ALL PERSONALLY INDENTIFIABLE INFORMATION FROM ANY FINANCIAL ASSISTANCE INFORMATION PRIOR TO PROVIDING IT TO THE FINANCE COMMITTEE. X X X X 0 0 0 0 0 0 0 0 0 KRISTIN SKELLY HEAD OF SCHOOL 217053 0 25000 0 0 0 7503 0 17150 0 266706 0 0 0 KAREN CRAWFORD DIRECTOR OF FINANCE & OPER 150184 0 0 0 0 0 4514 0 1018 0 155716 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 TAX RETURN IS PRESENTED AND APPROVED BY THE BOARD OF TRUSTEES ALONG WITH THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEE COMMITTEE REVIEWS CONFLICT OF INTEREST POLICIES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE SCHOOL UTILIZES A HEAD OF SCHOOL COMPENSATION AND EVALUATION COMMITTEE TO SET COMPENSATION FOR THE HEAD OF THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.