Nonprofit · EIN 42-1568361
HERITAGE CLASSICAL ACADEMY
Tax-exempt · PEPPER PIKE, OH 44124
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,675,163 | $8,664,228 | $3,010,935 | $21,570,800 | $6,744,092 | $14,826,708 |
| June 30, 2024 | 990 | $12,265,924 | $5,641,409 | $6,624,515 | $17,138,389 | $5,324,574 | $11,813,815 |
| June 30, 2023 | 990 | $4,787,206 | $3,827,591 | $959,615 | $4,675,756 | $254,753 | $4,421,003 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,183,112
- Program service revenue
- $7,255,029
- Investment income
- $46,038
- Net income from fundraising events
- $76,004
- Other revenue
- $190,984
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $149,323
- Other salaries and wages
- $4,529,180
- Salaries, compensation and benefits (total)
- $5,425,571
- Professional fundraising fees
- $0
- Accounting fees
- $166,238
- Occupancy
- $809,333
- Depreciation
- $457,262
- Program services (functional)
- $7,234,839
- Management and general (functional)
- $1,344,563
- Fundraising (functional)
- $84,826
Balance sheet and other
- Total assets, start of year
- $17,138,389
- Total assets, end of year
- $21,570,800
- Total liabilities, end of year
- $6,744,092
- Net assets, end of year
- $14,826,708
- Land, buildings and equipment
- $18,164,468
- Publicly traded securities
- $104,872
- Net assets without donor restrictions
- $13,487,567
- Net assets with donor restrictions
- $1,339,141
- Gross receipts
- $11,728,589
- Employees
- 134
- Volunteers
- 150
- Year formed
- 2003
- State of legal domicile
- OH
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NEES | HEAD OF SCHOOL Officer | 40 | $149,323 |
| JOHN LURTZ | CHAIR, TRUSTEE Trustee or director, Officer | 2 | $0 |
| DEREK MANTEL | VICE CHAIR, TRUSTEE Trustee or director, Officer | 2 | $0 |
| JOHN ZALLER | TREASURER, TRUSTEE Trustee or director, Officer | 2 | $0 |
| AARON SNYDER | SECRETARY, TRUSTEE Trustee or director, Officer | 2 | $0 |
| SAM WILSEY | TRUSTEE Trustee or director | 2 | $0 |
| GEORGE OCHENJELE | TRUSTEE Trustee or director | 2 | $0 |
| KIP LEE | TRUSTEE Trustee or director | 2 | $0 |
| JOSHUA WALLACE | TRUSTEE Trustee or director | 2 | $0 |
| WENDI BORKEY | TRUSTEE Trustee or director | 2 | $0 |
| STEPHEN CRAWFORD | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NEES | HEAD OF SCHOOL Officer | 45 | $135,237 |
| JOHN LURTZ | CHAIR, TRUSTEE Trustee or director, Officer | 2 | $0 |
| DEREK MANTEL | VICE CHAIR, TRUSTEE Trustee or director, Officer | 2 | $0 |
| JOHN ZALLER | TREASURER, TRUSTEE Trustee or director | 2 | $0 |
| AARON SNYDER | SECRETARY, TRUSTEE Trustee or director | 2 | $0 |
| SAM WILSEY | TRUSTEE Trustee or director | 2 | $0 |
| GEORGE OCHENJELE | TRUSTEE Trustee or director | 2 | $0 |
| KEVIN KLEPPINGER | TRUSTEE Trustee or director | 2 | $0 |
| KIP LEE | TRUSTEE Trustee or director | 2 | $0 |
| JOSH WALLACE | TRUSTEE Trustee or director | 2 | $0 |
| WENDI BORKEY | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NEES | HEAD OF SCHOOL Trustee or director, Officer | 45 | $121,948 |
| LANCE HUTT | TRUSTEE Trustee or director | 1 | $0 |
| JOHN LURTZ | CHAIRMAN, TRUSTEE Trustee or director, Officer | 1 | $0 |
| KEVIN FOLGER | TREASURER, TRUSTEE Trustee or director, Officer | 1 | $0 |
| AARON SNYDER | SECRETARY, TRUSTEE Trustee or director, Officer | 1 | $0 |
| PAT PRESLEY | VICE CHAIRMAN, TRUSTEE Trustee or director, Officer | 1 | $0 |
| SAM WILSEY | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN KLEPPINGER | TRUSTEE Trustee or director | 1 | $0 |
| DEREK MANTEL | TRUSTEE Trustee or director | 1 | $0 |
| GEORGE OCHENJELE | TRUSTEE Trustee or director | 1 | $0 |
| WENDI BORKEY | ADVISORY Trustee or director | 1 | $0 |
| KIP LEE | ADVISORY Trustee or director | 1 | $0 |
| JOHN ZALLER | ADVISORY Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3737 LANDER RD, PEPPER PIKE, OH 44124-5712
- In care of
- % BRETT FLENNIKEN
- Principal officer (990 for 2024)
- DAVID NEES, 1930 BRONSON AVENUE, PENINSULA, OH 44264
- Signed the 990
- DAVID NEES, HEAD OF SCHOOL
- Phone
- (330) 548-1338
- Return prepared by
- MALONEY NOVOTNY LLC
Mission
IN PARTNERSHIP WITH PARENTS, HCA DEVELOPS STUDENTS WHO IMPACT THE KINGDON AND THEIR CULTURE B EMPLOYING A CHRIST-CENTERED CURRICULUM TAUGHT WITH EXCELLENCE BY GIFTED EDUCATORS WHO EMBRACE THE CLASSICAL MODEL OF EDUCATION. HCA EMPHASIZED THE ALL-SURPASSING TRUTH, GOODNESS, AND BEAUTY OF JESUS, STRIVING TO MAKE HIM KNOWN, LOVED AND REFLECTED BY OUR STUDENTS. THIS IS REINFORCED THROUGH PURPOSEFUL, DAILY MODELING AND INSTRUCTIONS BY TEACHERS AND STAFF BOTH IN THE CLASSROOM AND BY OFFERING STUDENTS OPPORTUNITIES TO PRACTICE CHRISTIAN VALUES IN THE AREAS OF SERVICE, ART, MUSIC AND SPORTS
Program accomplishments
- SEE SCHEDULE OHERITAGE CLASSICAL ACADEMY EXISTS TO EQUIP STUDENTS TO THINK AND LIVE FOR THE GLORY OF JESUS CHRIST. HCA OFFERS TWO DISTINC TRACKS TO SERVE OUR FAMILIES. AT THE ACADEMY, STUDENTS ATTEND CLASSES ON A TRADITIONAL FIVE DAYS PER WEEK SCHEDULE. AT THE STUDY CENTER, WE PARTNER WITH HOMESCHOOL FAMILIES TWO DAYS PER WEEK TO SUPPORT THEIR EFFORTS. IN PARTNERSHIP WITH PARENTS AND GUIDED BY THE SCRIPTURES, WE STRIVE TO EDUCATE STUDENTS IN THE CLASSICAL TRADITIONS, SO THAT THEY MAY GROW IN KNOWLEDGE, WISDOM, AND LOVE OF OUR LORD JESUS CHRIST. WE HOPE TO ENCOURAGE OUR STUDENTS TO USE THEIR GIFTS IN THE SERVICE OF OTHERS, FOR THE GLORY OF CHRIST AND HIS CHURCH. LOCATED ON 2 CAMPUSES (PENINSULA AND BAINBRIDGE) HCA HAS BEEN IN PARTNERSHIP WITH FAMILIES SINCE 2003 TO PROVIDE CHRIST-CENTERED AND CLASSICAL TEACHING. WE OFFER CLASSES IN PHONICS, READING, GRAMMAR, COMPOSITION, LITERATURE, LATIN, HISTORY, LOGIC, MATH, PRE-ALGEBRA, ALGEBRA I, AND SCIENCE FOR STUDENTS IN GRADE K-10TH.Expenses $7,234,839 · revenue $7,370,009
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1568361
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $21,570,800
- Income (IRS master file)
- $11,728,589
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,675,163 | $8,664,228 | $21,570,800 | IRS |
| 990 | June 2024 | $12,265,924 | $5,641,409 | $17,138,389 | IRS |
| 990 | June 2023 | $4,787,206 | $3,827,591 | $4,675,756 | XML |
| 990 | June 2022 | $3,599,401 | $3,079,800 | $3,596,341 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 42-1568361).
Questions about HERITAGE CLASSICAL ACADEMY
- What is the EIN of HERITAGE CLASSICAL ACADEMY?
- The employer identification number (EIN) of HERITAGE CLASSICAL ACADEMY is 42-1568361.
- Is HERITAGE CLASSICAL ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HERITAGE CLASSICAL ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE CLASSICAL ACADEMY 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 HERITAGE CLASSICAL ACADEMY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE CLASSICAL ACADEMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HERITAGE CLASSICAL ACADEMY?
- The 990 for the year ended June 30, 2025 names DAVID NEES.
- Who are the officers and directors of HERITAGE CLASSICAL ACADEMY?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $149,323 (DAVID NEES, HEAD OF SCHOOL).
- How much revenue does HERITAGE CLASSICAL ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,675,163, expenses of $8,664,228 and total assets of $21,570,800 at year end.
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