2025-06-16T17:07:21-05:00 2024-07-31 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2023-08-01 742709925 THE HERITAGE FAMILY SCHOOL HERI 8309976597 310 SMOKEHOUSE ROAD FREDERICKSBURG TX 78624 CLINT DUBOSE HEAD OF SCHOOL 8309976597 2025-06-09 1 1 RANDY L WALKER CPA P00963779 2103669430 2023 2025-03-06 01:10:19Z HERITAGE SCHOOL CLINT DUBOSE 310 SMOKEHOUSE ROAD FREDERICKSBURG TX 78624 4051730 0 X WWW.HERITAGESCHOOL.ORG X 1994 TX THE MISSION OF THE SCHOOL IS TO PROVIDE A DISTINCTIVE CLASSICAL AND CHRIST-CENTERED EDUCATION THAT PREPARES STUDENTS FOR SERVANT-LEADERSHIP AND LIVES THAT GLORIFY GOD. 9 9 46 30 0 0 594808 1107707 2080885 2723850 3098 48017 -9251 -2666 2669540 3876908 335770 350215 0 0 1796279 2077615 0 0 0 842584 957896 2974633 3385726 -305093 491182 8024372 8597780 1480590 1555659 6543782 7042121 THE MISSION OF THE SCHOOL IS TO PROVIDE A DISTINCTIVE CLASSICAL AND CHRIST-CENTERED EDUCATION THAT PREPARES STUDENTS FOR SERVANT-LEADERSHIP AND LIVES THAT GLORIFY GOD. 0 0 2981962 350215 2723850 PROVIDE A DISTINCTIVE CLASSICAL CHRIST-CENTERED EDUCATION FOR 220 STUDENTS IN PRE-K THROUGH 12TH GRADE. 2981962 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 45 0 1 46 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 1 1 1 1 1 0 X X CLINT DUBOSE 8309976597 310 SMOKEHOUSE ROAD FREDERICKSBURG TX 78624 TATE RICHBURG TRUSTEE 1.00 X 0 0 0 JENN TRAVER TRUSTEE 1.00 X 0 0 0 KENNY JOHNSON TRUSTEE 1.00 X 0 0 0 JOHN GRAHAM LIFE TRUSTEE 1.00 X 0 0 0 SARA NEEL TRUSTEE 1.00 X 0 0 0 MATT ROBERTS CHAIRMAN, BOARD OF TRUSTEE 5.00 X X 0 0 0 HUGH JONS TREASURER, BOARD OF TRUSTEE 1.00 X X 0 0 0 ROB HOLSTER SECRETARY, BOARD OF TRUSTEE 1.00 X X 0 0 0 DOYLE FEVIG VICE CHAIRMAN, BOARD OF TRUSTEE 1.00 X X 0 0 0 CLINT DUBOSE HEAD OF SCHOOL 40.00 X 75000 0 0 75000 0 0 1 0 0 0 SHULTZ HOUSE MOVING LLC 6419 FM 317 ATHENS TX 75752 CONSTRUCTION 200000 SHULTZ BUILDING SYSTEMS LLC 6419 FM 317 ATHENS TX 75752 CONSTRUCTION 145000 2 107875 194724 805108 1107707 TUITION AND FEES 611600 2566075 2566075 CO-CURRICULAR/EXTRACUR 611600 157775 157775 2723850 48017 48017 172131 107875 174822 -2691 -2691 25 0 25 25 3876908 2723850 0 45351 350215 350215 179538 153021 26517 1718742 1464887 253855 32676 26141 6535 146659 124998 21661 112762 62817 49945 1080 1080 200298 184268 16030 37098 29678 7420 84902 80657 4245 16462 16462 3194 3194 307787 307787 30013 24010 6003 MAINTENANCE/EQUIPMENT 66405 65768 637 FIELD TRIPS/CLASS TRIPS 52359 52359 OTHER PERSONNEL EXPENSE 28162 18326 9836 MEMBERSHIPS AND DUES 17374 17374 3385726 2981962 403764 0 583864 53131 907383 1691558 0 134145 20188 47974 0 36350 9934284 3381618 6429658 6552666 38108 46055 45171 35901 8024372 8597780 48239 100548 1063880 1384197 279527 0 88944 70914 1480590 1555659 X 6401523 6710350 142259 331771 6543782 7042121 8024372 8597780 491182 7157 0 X X 1 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 662342 662342 8045238 2504174 5541064 440980 388511 52469 785724 488933 296791 6552666 OTHER PAYABLES 34012 FINANCE LEASE PAYABLES 36902 70914 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 6 THE HERITAGE FAMILY SCHOOL RECEIVED $194,724 RELATED TO THE EMPLOYEE RETENTION CREDIT FOR THE FIRST QUARTER 2021. SPECIAL EVENTS 280006 107875 172131 174822 280006 107875 172131 174822 174822 -2691 25 0 25 25 0 0 0 0 0 0 1 TUITION ASSISTANCE AND DISCOUNTS 62 350215 PART I, LINE 2: THE SCHOOL UTILIZES FACTS MANAGEMENT, A 3RD PARTY VENDOR, TO ASSESS THE FINANCIAL NEED FOR EACH STUDENT WHO APPLIES FOR ASSISTANCE. FACTS COLLECTS TAX RETURNS, W-2 FORMS AND OTHER FINANCIAL INFORMATION FROM EACH APPLICANT FAMILY. THE HERITAGE SCHOOL BOARD SETS A BUDGET AMOUNT FOR TUITION ASSISTANCE EACH YEAR. THE TUITION ASSISTANCE COMMITTEE, A SUB-COMMITTEE OF THE SCHOOL'S FINANCE COMMITTEE, USES FACTS ASSESSMENT OF NEED TO ALLOCATE THE BUDGETED FUNDS TO FAMILIES/STUDENTS WHO HAVE APPLIED FOR ASSISTANCE. FACTS MAINTAINS THE INFORMATION SUBMITTED TO THEM ALONG WITH THEIR ASSESSMENT FIGURES. THE TUITION ASSISTANCE SUB-COMMITTEE UTILIZES A SPREADSHEET TO TRACK THE ALLOCATION OF THE FUNDS. RECIPIENT FAMILIES RECEIVE A DOCUMENT TITLED HERITAGE SCHOOL TUITION ASSISTANCE AGREEMENT WHICH THEY SIGN AND RETURN TO THE SCHOOL. THE SCHOOL MAINTAINS PAPER AND/OR ELECTRONIC COPIES OF THESE SIGNED AGREEMENTS. X 0 0 0 0 0 0 0 0 0 PART I, LINE 3 THE HEAD SHALL, IN JUNE OF EACH YEAR, SUBMIT TO THE EXECUTIVE COMMITTEE A WRITTEN SELF-ASSESSMENT OF HIS PERFORMANCE WITH RESPECT TO THE ACHIEVEMENT OF GOALS MUTUALLY AGREED UPON BY THE HEAD AND THE HEAD SUPPORT AND EVALUATION COMMITTEE. FOLLOWING A SATISFACTORY FINAL ANNUAL REPORT OF THE HEAD SUPPORT AND EVALUATION COMMITTEE AND ENDORSEMENT OF THE EXECUTIVE COMMITTEE, THE BOARD SHALL RENEW THE HEAD'S CONTRACT AND SET ANNUAL COMPENSATION 19000 TUITION ASSISTANCE TUITION REDUCTION WILLIAM EGGLESTON SPOUSE OF OFFICER 27315 WAGES 0 FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND SCHOOL TREASURER REVIEW THE FORM 990. A COPY OF THE 990 IS DISTRIBUTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT EACH YEAR AGREEING TO ABSTAIN FROM VOTING ON ISSUES WITH A CONFLICT OF INTEREST. EMPLOYEES CONFLICT OF INTEREST POLICY IS IN THE EMPLOYEE HANDBOOK WHICH IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPARATIVE SALARY INFORMATION IS PROVIDED BY AN INDEPENDENT CONSULTANT. THE HEAD OF SCHOOL PRESENTS THE BUDGET TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE UPON REQUEST TO ANY INTERESTED PARTY. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION THE HERITAGE FAMILY SCHOOL 310 SMOKEHOUSE ROAD FREDERICKSBURG, TX 78624 EMPLOYER IDENTIFICATION NUMBER: 74-2709925 FOR THE YEAR ENDING JULY 31, 2024 THE HERITAGE FAMILY SCHOOL IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).