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Nonprofit · EIN 45-2600372

HERITAGE CHARTER ACADEMY INC

Tax-exempt · CAPE CORAL, FL 33991

Financials

$2.2M$2.1M2022$2.4M$2.4M2023$2.6M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of HERITAGE CHARTER ACADEMY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,627,983$2,633,180-$5,197$379,871$547,193-$167,322
June 30, 2024990$2,399,296$2,364,002$35,294$884,693$1,046,818-$162,125
June 30, 2023990$2,157,170$2,142,603$14,567$840,248$1,037,667-$197,419
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$132,731
of which government grants
$132,731
Program service revenue
$2,079,096
Investment income
$0
Other revenue
$416,156

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Depreciation
$223,439
Program services (functional)
$2,304,152
Management and general (functional)
$329,028

Balance sheet and other

Total assets, start of year
$884,693
Total assets, end of year
$379,871
Total liabilities, end of year
$547,193
Net assets, end of year
-$167,322
Land, buildings and equipment
$257,038
Gross receipts
$2,627,983
Employees
55
Volunteers
5
Year formed
2010
State of legal domicile
FL

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.

NameTitleHours / weekCompensation
JOHN PANTAZESPRESIDENT
Officer
1$0
ALEXA HARDINMEMBER
Trustee or director
1$0
TINA PEGLERMEMBER
Trustee or director
1$0
SHELLY HOMANPRINCIPAL
Key employee
40$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
JOHN PANTAZESPRESIDENT
Officer
1$0
ALEXA HARDINMEMBER
Trustee or director
1$0
TINA PEGLERMEMBER
Trustee or director
1$0
SHELLY HOMANPRINCIPAL
Key employee
40$0
990 for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
JOHN PANTAZESPRESIDENT
Officer
1$0
ALEXA HARDINMEMBER
Trustee or director
1$0
TINA PEGLERMEMBER
Trustee or director
1$0
SHELLY HOMANPRINCIPAL
Key employee
40$0

Address and contacts

Address (IRS master file)
2107 SANTA BARBARA BLVD, CAPE CORAL, FL 33991-4335
In care of
% MYRRHA SATOW
Principal officer (990 for 2024)
JOHN PANTAZES, 2107 SANTA BARBARA BLVD, CAPE CORAL, FL 33991
Signed the 990
JOHN PANTAZES, PRESIDENT
Phone
(239) 829-5134
Return prepared by
ROBERT I WALKER CPA

Mission

TO OPERATE A PUBLIC CHARTER SCHOOL IN LEE COUNTY, FLORIDA.

990 for the year ended June 30, 2025

Program accomplishments

  • TO OPERATE A PUBLIC CHARTER SCHOOL IN LEE COUNTY, FLORIDA.
    Expenses $2,304,152 · revenue $2,627,983

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
45-2600372
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
2016
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B29)
Assets (IRS master file)
$379,871
Income (IRS master file)
$2,627,983

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,627,983$2,633,180$379,871XML
990June 2024$2,399,296$2,364,002$884,693XML
990June 2023$2,157,170$2,142,603$840,248XML
990June 2022–––IRS
990June 2021–––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 45-2600372).

Questions about HERITAGE CHARTER ACADEMY INC

What is the EIN of HERITAGE CHARTER ACADEMY INC?
The employer identification number (EIN) of HERITAGE CHARTER ACADEMY INC is 45-2600372.
Is HERITAGE CHARTER ACADEMY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to HERITAGE CHARTER ACADEMY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HERITAGE CHARTER ACADEMY INC 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 CHARTER ACADEMY INC 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 CHARTER ACADEMY INC 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 CHARTER ACADEMY INC?
The 990 for the year ended June 30, 2025 names JOHN PANTAZES.
Who are the officers and directors of HERITAGE CHARTER ACADEMY INC?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does HERITAGE CHARTER ACADEMY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,627,983, expenses of $2,633,180 and total assets of $379,871 at year end.

Other nonprofits in CAPE CORAL

All nonprofits in CAPE CORAL · Florida · Education