Nonprofit · EIN 73-0783395
HERITAGE HALL SCHOOL INC
Tax-exempt · OKLAHOMA CITY, OK 73120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $28,726,874 | $25,822,673 | $2,904,201 | $63,448,553 | $27,526,581 | $35,921,972 |
| June 30, 2024 | 990 | $28,710,399 | $23,874,742 | $4,835,657 | $54,974,461 | $22,885,510 | $32,088,951 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,604,753
- Program service revenue
- $25,607,618
- Investment income
- $201,522
- Other revenue
- $312,981
Expenses
- Grants and similar amounts paid
- $2,134,841
- Compensation of officers, directors and key employees
- $901,291
- Other salaries and wages
- $10,497,111
- Salaries, compensation and benefits (total)
- $14,863,953
- Professional fundraising fees
- $0
- Accounting fees
- $82,438
- Occupancy
- $1,335,665
- Travel
- $45,757
- Depreciation
- $1,702,080
- Program services (functional)
- $22,731,054
- Management and general (functional)
- $2,409,156
- Fundraising (functional)
- $682,463
Balance sheet and other
- Total assets, start of year
- $54,974,461
- Total assets, end of year
- $63,448,553
- Total liabilities, end of year
- $27,526,581
- Net assets, end of year
- $35,921,972
- Land, buildings and equipment
- $23,898,166
- Publicly traded securities
- $1,163,135
- Net assets without donor restrictions
- $24,678,264
- Net assets with donor restrictions
- $11,243,708
- Gross receipts
- $28,726,874
- Employees
- 284
- Volunteers
- 168
- Year formed
- 1969
- State of legal domicile
- OK
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 | Other / benefits |
|---|---|---|---|---|
| AARON L FETROW | PRESIDENT Officer | 50 | $310,812 | $33,579 |
| MATTHEW CAROLAN | HEAD OF SCHOOL Key employee | 50 | $174,609 | $26,349 |
| GENIFER M RING | VICE PRESIDENT Key employee | 50 | $152,362 | $23,991 |
| WILLIAM A STANTON | MIDDLE SCHOOL DIVISION HEAD Highest-paid employee | 50 | $107,456 | $51,224 |
| CHRIS GFELLER | ATHLETIC DIRECTOR Highest-paid employee | 50 | $113,871 | $18,883 |
| ELIZABETH L HORN | LOWER SCHOOL DIVISION HEAD Highest-paid employee | 50 | $107,141 | $18,847 |
| D KEITH CASSELL | UPPER SCHOOL DIVISION HEAD Highest-paid employee | 50 | $110,040 | $13,679 |
| JAY FREEMAN | DIRECTOR OF OPERATIONS Highest-paid employee | 1 | $101,978 | $13,157 |
| MICHAEL MYERS | CFO (START 06/24) Officer | 50 | $89,711 | $16,444 |
| RICHARD MAGANN | CFO (THRU 05/24) Officer | 50 | $61,111 | $5,075 |
| TOM BLALOCK | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JEFF RITENOUR | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TONY LOPRESTO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CATHY TOMPKINS | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BETSY JETT GASKE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DONCHIN | BOARD MEMBER Trustee or director | 2 | $0 |
| PAUL JACKSON | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN KENNEDY | BOARD MEMBER Trustee or director | 2 | $0 |
| EMILY KITCH | BOARD MEMBER Trustee or director | 2 | $0 |
| DAVID LALONDE | BOARD MEMBER Trustee or director | 2 | $0 |
| AMBER MARTIN | BOARD MEMBER Trustee or director | 2 | $0 |
| EDIE ROODMAN | BOARD MEMBER Trustee or director | 2 | $0 |
| IAN SELF | BOARD MEMBER Trustee or director | 2 | $0 |
| DIKRAN TOURIAN | BOARD MEMBER Trustee or director | 2 | $0 |
| KENYON WOODS | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AARON L FETROW | PRESIDENT Officer | 50 | $301,283 | $32,131 |
| GENIFER M RING | VICE PRESIDENT Key employee | 50 | $165,635 | $23,934 |
| RICHARD A MAGANN JR | CFO Officer | 50 | $158,065 | $23,209 |
| MATTHEW CAROLAN | HEAD OF SCHOOL Highest-paid employee | 50 | $154,475 | $22,850 |
| CHRIS GFELLER | ATHLETIC DIRECTOR Highest-paid employee | 50 | $109,715 | $18,374 |
| D KEITH CASSELL | UPPER SCHOOL DIVISION HEAD Highest-paid employee | 50 | $108,695 | $18,272 |
| ELIZABETH L HORN | LOWER SCHOOL DIVISION HEAD Highest-paid employee | 50 | $104,515 | $17,854 |
| CATHY TOMPKINS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JEFF RITENOUR | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TONY LOPRESTO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| TOM BLALOCK | CHAIR ELECT Trustee or director | 2 | $0 | $0 |
| BETSY JETT GASKE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RANDY HOGAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN KENNEDY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EMILY KITCH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID LALONDE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| REVAN MCQUEEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EDIE ROODMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DIKRAN TOURIAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KENYON WOODS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TERRYL ZERBY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1800 NW 122ND ST, OKLAHOMA CITY, OK 73120-9524
- Principal officer (990 for 2024)
- AARON FETROW, 1800 NW 122ND STREET, OKLAHOMA CITY, OK 73120
- Signed the 990
- MICHAEL MYERS, CFO
- Phone
- (405) 749-3001
- Website
- WWW.HERITAGEHALL.COM
- Return prepared by
- ARMANINO ADVISORY LLC
Mission
TO INSPIRE IN EACH CHILD THE CURIOSITY TO LEARN, THE SELF-CONFIDENCE TO LEAD AND THE COMPASSION TO SERVE.
Program accomplishments
- HERITAGE HALL IS A CO-EDUCATIONAL COLLEGE PREPARATORY SCHOOL IN OKLAHOMA CITY. AS ONE OF THE FEW SECULAR PRIVATE SCHOOLS IN THE STATE, WE OFFER A CHALLENGING ACADEMIC CURRICULUM FOR STUDENTS FROM PRESCHOOL THROUGH GRADE 12, AS WELL AS UNIQUE LEADERSHIP OPPORTUNITIES, A WIDE SPECTRUM OF ATHLETICS, AND A WELL-DEVELOPED FINE ARTS PROGRAM. IN ADDITION TO TRADITIONAL EDUCATION OFFERINGS, HERITAGE HALL OFFERS PEER LEADERSHIP AND CROSS-AGE LEARNING PROGRAMS, SPANISH INSTRUCTION BEGINNING IN PS, CELEBRATED PERFORMING AND VISUAL ARTS PROGRAMS IN EACH DIVISION, A NATIONALLY RANKED DEBATE PROGRAM, SUMMER AT THE HALL PROGRAM WHICH INCLUDES ENRICHMENT, ACADEMIC, AND ATHLETIC CAMPS, PREMIERE ATHLETIC FACILITIES AND 14 SPORTS OFFERINGS FOR STUDENTS (GRADES 7-12), AND AFTER-SCHOOL ACTIVITIES, CLUBS, (CONT. ON SCH. O) AND SERVICE LEARNING OPPORTUNITIES.Expenses $22,731,054 · grants $2,134,841 · revenue $25,607,618
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
- 73-0783395
- 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
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $63,448,553
- Income (IRS master file)
- $28,726,874
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $28,726,874 | $25,822,673 | $63,448,553 | XML |
| 990 | June 2024 | $28,710,399 | $23,874,742 | $54,974,461 | IRS |
| 990 | June 2023 | $22,817,716 | $22,812,855 | $29,193,808 | IRS |
| 990 | June 2022 | $20,300,302 | $21,175,094 | $28,052,209 | 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 73-0783395).
Questions about HERITAGE HALL SCHOOL INC
- What is the EIN of HERITAGE HALL SCHOOL INC?
- The employer identification number (EIN) of HERITAGE HALL SCHOOL INC is 73-0783395.
- Is HERITAGE HALL SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to HERITAGE HALL SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE HALL SCHOOL 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 HALL SCHOOL 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 HALL SCHOOL 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 HALL SCHOOL INC?
- The 990 for the year ended June 30, 2025 names AARON FETROW.
- Who are the officers and directors of HERITAGE HALL SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 25 people; 10 received compensation from the organization, the highest $310,812 (AARON L FETROW, PRESIDENT).
- How much revenue does HERITAGE HALL SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $28,726,874, expenses of $25,822,673 and total assets of $63,448,553 at year end.
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