2024-06-17T22:00:42-05:00 2023-07-31 640575804 T E LOTT & COMPANY PA PO BOX 471 COLUMBUS MS 39703 990 2022-08-01 640435248 COLUMBUS EDUCATIONAL FOUNDATION INC COLU 6623275272 625 MAGNOLIA LANE COLUMBUS MS 39701 KIRK HARDY TREASURER 6623275272 2024-06-17 1 KIRK HARDY 999009999 0 ROBERT WHITAKER CPA P01707206 6623285387 2024-06-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HERITAGE ACADEMY KIRK HARDY 625 MAGNOLIA LANE COLUMBUS MS 39701 6205826 0 X WWW.HERITAGEPATRIOTS.COM X 1964 MS TO PROVIDE A COLLEGE PREPARATORY SCHOOL THAT INSPIRES, CHALLENGES, AND MOTIVATES ITS STUDENTS AS IT PREPARES THEM FOR COLLEGE AND LIFE. (PRE K-12) 16 16 122 0 0 0 382010 1646061 3419972 3676910 64961 119486 331455 262504 4198398 5704961 6500 6990 0 0 2564655 2659157 0 0 236187 1123408 1215571 3694563 3881718 503835 1823243 7650390 9994300 4179972 4700639 3470418 5293661 EDUCATION OF CHILDREN AND ADOLESCENTS IN GRADES PRE K-12, APPROXIMATELY 450 STUDENTS 0 0 2960642 6990 3823538 PRIMARY AND SECONDARY EDUCATION (PRE K-12) 2960642 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 122 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 X CARA THOMPSON 6623275272 625 MAGNOLIA LANE COLUMBUS MS 39701 MELISSA BUXTON DIRECTOR 1.00 X 0 0 0 KAY REGIMBAL DIRECTOR 1.00 X 0 0 0 JAY FISHER DIRECTOR 1.00 X 0 0 0 JUSTIN GARNER VICE PRESIDENT 1.00 X X 0 0 0 KIRK HARDY TREASURER 1.00 X X 12000 0 0 KEVIN STAFFORD DIRECTOR 1.00 X 0 0 0 MICHAEL PUTT DIRECTOR 1.00 X 0 0 0 RICKY JOHNSON DIRECTOR 1.00 X 0 0 0 KELLY TROUT DIRECTOR 1.00 X 0 0 0 ROBBIE UPTON EX-OFFICIO 1.00 X 0 0 0 RICHARD HEARD DIRECTOR 1.00 X 0 0 0 PAIGE SPEARS PRESIDENT 1.00 X X 0 0 0 JASON WOODARD DIRECTOR 1.00 X 0 0 0 LUKE YEATMAN DIRECTOR 1.00 X 0 0 0 HOPE DURST DIRECTOR 1.00 X 0 0 0 SUSANNE CUNNINGHAM SECRETARY 1.00 X X 0 0 0 12000 0 0 0 0 0 0 0 1244242 401819 4922 1646061 INCOME-TUITION 611110 3208193 3208193 FEES 611110 377695 377695 GATE RECEIPTS 611110 63683 63683 CONCESSIONS AND STORE 611110 27339 27339 3676910 119486 119486 372115 136753 235362 235362 379370 364112 15258 15258 MISC. REVENUE-RELATED- 611110 11884 11884 11884 5704961 3823538 0 235362 6990 6990 2424591 1939915 451459 33217 28119 22499 5236 384 22420 17938 4175 307 184027 147240 34266 2521 174531 139642 32498 2391 3169 2579 590 324585 259700 60438 4447 64977 51988 12099 890 ACTIVITY FUNDS 185904 185904 ATHLETICS 153618 122910 28604 2104 REPAIRS AND MAINTENANCE 145987 116804 27183 2000 JANITORIAL SERVICE CONT 63925 51146 11903 876 98875 81291 16438 1146 3881718 2960642 684889 236187 9584 10469 2803910 4569957 33637 1573398 1630319 4268 6600 34750 38665 8346748 4670166 3224480 3676582 0 28071 7650390 9994300 211025 703518 3545996 3943707 399801 2193 23150 51221 4179972 4700639 X 0 0 0 0 3470418 5293661 3470418 5293661 7650390 9994300 1823243 0 X X 1 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 155797 155797 5894278 3072714 2821564 2296673 1597452 699221 3676582 DUE FROM PATRONS 23150 OPERATING LEASE LIABILITY 28071 51221 X PART X, LINE 2: THE FOUNDATION FOLLOWS THE GUIDANCE OF FASB TOPIC ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. AS OF JULY 31, 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE, AND ITS TAX RETURNS FOR THE FISCAL YEAR 2020 AND SUBSEQUENT YEARS REMAIN OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATION POLICY IS STATED IN ADVERTISEMENTS AND ON THE PROMISSORY NOTE FOR SCHOOL TUITION. SCHEDULE E, PART I, LINE 6 $0.00 WAS RECEIVED FROM THE STATE OF MISSISSIPPI FOR THE DRIVERS' EDUCATION PROGRAM AND $5,705 WAS RECEIVED THROUGH COLUMBUS PUBLIC SHCOOLS FROM TITLE II PROGRAM. SPORTS BOOSTERS 124082 124082 82171 RAFFLE 43567 43567 7038 21 204466 204466 47544 372115 372115 7038 129715 136753 235362 1 TUITION ASSISTANCE 8 6990 FAIR MARKET VALUE OF TUITION TUITION ASSISTANCE FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE 990 PRIOR TO SIGNING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD DISCLOSES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE CONTRACTS OF ALL EMPLOYEES AND DETERMINING FUTURE COMPENSATION SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE AT OFFICE UPON REQUEST NONE NO CHANGE.