Nonprofit · EIN 26-3542158
FORTIS ACADEMY INCORPORATED
Tax-exempt (reinstated) · LIBERTY HILL, TX 78642
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $1,249,298 | $1,360,048 | -$110,750 | $1,245,079 | $841,898 | $403,181 |
| July 31, 2024 | 990 | $1,174,000 | $1,128,901 | $45,099 | $896,315 | $502,384 | $393,931 |
| July 31, 2023 | 990 | $1,103,447 | $1,078,905 | $24,542 | $831,427 | $483,365 | $348,062 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $26,250
- Program service revenue
- $1,223,417
- Investment income
- $2,258
- Net income from sales of inventory
- -$2,627
- Other revenue
- -$2,627
Expenses
- Grants and similar amounts paid
- $213
- Compensation of officers, directors and key employees
- $70,000
- Other salaries and wages
- $884,898
- Salaries, compensation and benefits (total)
- $1,030,953
- Professional fundraising fees
- $0
- Legal fees
- $9,856
- Accounting fees
- $16,648
- Occupancy
- $108,077
- Travel
- $2,700
- Depreciation
- $1,962
- Program services (functional)
- $1,179,736
- Management and general (functional)
- $180,312
Balance sheet and other
- Total assets, start of year
- $896,315
- Total assets, end of year
- $1,245,079
- Total liabilities, end of year
- $841,898
- Net assets, end of year
- $403,181
- Land, buildings and equipment
- $535,666
- Gross receipts
- $1,255,298
- Employees
- 58
- Volunteers
- 90
- Year formed
- 2008
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Clay Meadows | Head of School Officer | 50 | $40,833 |
| Chris White | Treasurer Trustee or director, Officer | 2 | $0 |
| Mike McKethan | Secretary Trustee or director, Officer | 1 | $0 |
| Andrea Morgan | President Trustee or director, Officer | 1 | $0 |
990 for the year ended July 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edwinel Velez | Interim Head of School Officer | 0 | $62,500 |
| Andrea Morgan | President Trustee or director, Officer | 1 | $0 |
| Chris White | Treasurer Trustee or director, Officer | 2 | $0 |
| Mike McKethan | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended July 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pam Helgerson | Head of School Officer | 40 | $25,000 |
| Brad Helgerson | Former President Former | 4 | $14,034 |
| Andrea Morgan | Director Trustee or director | 1 | $0 |
| Chris White | Treasurer Trustee or director, Officer | 2 | $0 |
| Mike McKethan | Secretary Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 15611 W STATE HIGHWAY 29, LIBERTY HILL, TX 78642-4049
- In care of
- % CHRIS WHITE
- Principal officer (990 for 2024)
- Andrea Morgan, PO Box 580, Liberty Hill, TX 786420580
- Signed the 990
- CHRIS WHITE, Treasurer
- Phone
- (512) 432-5152
- Website
- fortisacademy.net
- Return prepared by
- Professional Association Management
Mission
Providing classical college preparatory private education to students in grades K-12.
Program accomplishments
- Classical college preparatory private education.Expenses $1,122,485 · revenue $1,152,696
- Special Events/ElectivesExpenses $57,251 · revenue $70,721
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 26-3542158
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $1,245,079
- Income (IRS master file)
- $1,255,298
Revocation and reinstatement
- Exemption revoked
- December 15, 2011
- Posted by the IRS
- August 13, 2012
- Reinstated
- Effective December 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $1,249,298 | $1,360,048 | $1,245,079 | XML |
| 990-T | July 2025 | – | – | – | IRS |
| 990 | July 2024 | $1,174,000 | $1,128,901 | $896,315 | IRS |
| 990 | July 2023 | $1,103,447 | $1,078,905 | $831,427 | XML |
| 990-T | July 2023 | – | – | – | IRS |
| 990 | July 2022 | $1,138,311 | $975,479 | $712,829 | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3542158).
Questions about FORTIS ACADEMY INCORPORATED
- What is the EIN of FORTIS ACADEMY INCORPORATED?
- The employer identification number (EIN) of FORTIS ACADEMY INCORPORATED is 26-3542158.
- Is FORTIS ACADEMY INCORPORATED tax-exempt?
- Yes. The IRS revoked its exemption on December 15, 2011 and reinstated it effective December 15, 2011.
- Are donations to FORTIS ACADEMY INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORTIS ACADEMY INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FORTIS ACADEMY INCORPORATED due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORTIS ACADEMY INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of FORTIS ACADEMY INCORPORATED?
- The 990 for the year ended July 31, 2025 names Andrea Morgan.
- Who are the officers and directors of FORTIS ACADEMY INCORPORATED?
- The 990 for the year ended July 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $40,833 (Clay Meadows, Head of School).
- How much revenue does FORTIS ACADEMY INCORPORATED have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $1,249,298, expenses of $1,360,048 and total assets of $1,245,079 at year end.
Other nonprofits in LIBERTY HILL
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- LEGACY RANCH GOLDEN SPURS BOOSTER CLUB EIN 99-4107365 · last filed 990-EZ for 2026
- SANTA RITA ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION EIN 85-1710595 · last filed 990-EZ for 2025
- LIBERTY HILL YOUTH FOOTBALL AND CHEER INC EIN 11-3751883 · last filed 990-EZ for 2023
- LIBERTY HILL ELEMENTARY PARENT TEACHER ORGANIZATION EIN 82-0727505 · last filed 990-EZ for 2025