Nonprofit · EIN 74-2709925
HERITAGE FAMILY SCHOOL
Tax-exempt · FREDERICKSBRG, TX 78624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $4,113,033 | $4,008,760 | $104,273 | $8,756,661 | $1,595,556 | $7,161,105 |
| July 31, 2024 | 990 | $3,876,908 | $3,385,726 | $491,182 | $8,597,780 | $1,555,659 | $7,042,121 |
| July 31, 2023 | 990 | $2,669,540 | $2,974,633 | -$305,093 | $8,024,372 | $1,480,590 | $6,543,782 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $707,618
- Program service revenue
- $3,329,000
- Investment income
- $55,548
- Net income from fundraising events
- -$17,688
- Net income from gaming
- $32,947
- Other revenue
- $20,867
Expenses
- Grants and similar amounts paid
- $351,099
- Compensation of officers, directors and key employees
- $175,000
- Other salaries and wages
- $2,160,874
- Salaries, compensation and benefits (total)
- $2,550,122
- Professional fundraising fees
- $0
- Accounting fees
- $17,500
- Occupancy
- $97,159
- Travel
- $35,582
- Depreciation
- $335,736
- Program services (functional)
- $3,411,168
- Management and general (functional)
- $597,592
Balance sheet and other
- Total assets, start of year
- $8,597,780
- Total assets, end of year
- $8,756,661
- Total liabilities, end of year
- $1,595,556
- Net assets, end of year
- $7,161,105
- Land, buildings and equipment
- $6,422,567
- Publicly traded securities
- $53,324
- Net assets without donor restrictions
- $6,901,251
- Net assets with donor restrictions
- $259,854
- Gross receipts
- $4,473,843
- Employees
- 49
- Volunteers
- 325
- Year formed
- 1994
- 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 |
|---|---|---|---|
| CLINT DUBOSE | HEAD OF SCHOOL Officer | 40 | $161,767 |
| NANCY HIERHOLZER | ACADEMIC DEAN Highest-paid employee | 40 | $118,416 |
| TATE RICHBURG | TRUSTEE Trustee or director | 1 | $0 |
| JENN TRAVER | TRUSTEE Trustee or director | 1 | $0 |
| KENNY JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| JOHN GRAHAM | LIFE TRUSTEE Trustee or director | 1 | $0 |
| SARA NEEL | SECRETARY, BOARD OF TRUSTE Trustee or director, Officer | 1 | $0 |
| JEFF ROBERTS | TREASURER, BOARD OF TRUSTE Trustee or director, Officer | 1 | $0 |
| JAVIER ROCHA | VICE CHAIR, BOARD OF TRUSTEES Trustee or director, Officer | 1 | $0 |
| ROB HOLSTER | SECRETARY, BOARD OF TRUSTE Trustee or director, Officer | 1 | $0 |
| DOYLE FEVIG | CHAIRMAN, BOARD OF TRUSTEE Trustee or director, Officer | 5 | $0 |
990 for the year ended July 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLINT DUBOSE | HEAD OF SCHOOL Officer | 40 | $75,000 |
| TATE RICHBURG | TRUSTEE Trustee or director | 1 | $0 |
| JENN TRAVER | TRUSTEE Trustee or director | 1 | $0 |
| KENNY JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| JOHN GRAHAM | LIFE TRUSTEE Trustee or director | 1 | $0 |
| SARA NEEL | TRUSTEE Trustee or director | 1 | $0 |
| MATT ROBERTS | CHAIRMAN, BOARD OF TRUSTEE Trustee or director, Officer | 5 | $0 |
| HUGH JONS | TREASURER, BOARD OF TRUSTEE Trustee or director, Officer | 1 | $0 |
| ROB HOLSTER | SECRETARY, BOARD OF TRUSTEE Trustee or director, Officer | 1 | $0 |
| DOYLE FEVIG | VICE CHAIRMAN, BOARD OF TRUSTEE Trustee or director, Officer | 1 | $0 |
990 for the year ended July 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JARED SQUIRES | HEAD OF SCHOOL Officer | 40 | $149,000 |
| TATE RICHBURG | TRUSTEE Trustee or director | 1 | $0 |
| JENN TRAVER | TRUSTEE Trustee or director | 1 | $0 |
| KENNY JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| RYAN HOOVER | TRUSTEE Trustee or director | 1 | $0 |
| JOHN GRAHAM | LIFE TRUSTEE Trustee or director | 1 | $0 |
| SARA NEEL | TRUSTEE Trustee or director | 1 | $0 |
| MATT ROBERTS | CHAIRMAN, BOARD OF TRUSTEES Trustee or director, Officer | 5 | $0 |
| HUGH JONS | TREASURER, BOARD OF TRUSTEES Trustee or director, Officer | 1 | $0 |
| ROB HOLSTER | SECRETARY, BOARD OF TRUSTEES Trustee or director, Officer | 1 | $0 |
| DOYLE FEVIG | VICE CHAIRMAN, BOARD OF TRUSTEES Trustee or director, Officer | 1 | $0 |
| CHERILYNN EGGLESTON | VICE CHAIRWOMAN [THRU 10/2022] Trustee or director, Officer | 1 | $0 |
| CLINT DUBOSE | HEAD OF SCHOOL [FROM 6/2023] Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 310 SMOKEHOUSE RD, FREDERICKSBRG, TX 78624-4590
- In care of
- % CLINT DUBOSE
- Principal officer (990 for 2024)
- CLINT DUBOSE, 310 SMOKEHOUSE ROAD, FREDERICKSBURG, TX 78624
- Signed the 990
- CLINT DUBOSE, HEAD OF SCHOOL
- Phone
- (830) 997-6597
- Website
- WWW.HERITAGESCHOOL.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
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.
Program accomplishments
- PROVIDE A DISTINCTIVE CLASSICAL, CHRIST-CENTERED EDUCATION FOR APPROXIMATELY 230 STUDENTS IN PRE-K THROUGH 12TH GRADE.Expenses $3,411,168 · grants $351,099 · revenue $3,329,000
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
- 74-2709925
- 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
- 1995
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20P)
- Assets (IRS master file)
- $8,756,661
- Income (IRS master file)
- $4,473,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $4,113,033 | $4,008,760 | $8,756,661 | XML |
| 990 | July 2024 | $3,876,908 | $3,385,726 | $8,597,780 | XML |
| 990 | July 2023 | $2,669,540 | $2,974,633 | $8,024,372 | XML |
| 990 | July 2022 | $2,753,802 | $2,611,658 | $8,083,321 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990 | June 2017 | – | – | – | 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 74-2709925).
Questions about HERITAGE FAMILY SCHOOL
- What is the EIN of HERITAGE FAMILY SCHOOL?
- The employer identification number (EIN) of HERITAGE FAMILY SCHOOL is 74-2709925.
- Is HERITAGE FAMILY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to HERITAGE FAMILY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE FAMILY SCHOOL 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 FAMILY SCHOOL 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 HERITAGE FAMILY SCHOOL 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 HERITAGE FAMILY SCHOOL?
- The 990 for the year ended July 31, 2025 names CLINT DUBOSE.
- Who are the officers and directors of HERITAGE FAMILY SCHOOL?
- The 990 for the year ended July 31, 2025 lists 11 people; 2 received compensation from the organization, the highest $161,767 (CLINT DUBOSE, HEAD OF SCHOOL).
- How much revenue does HERITAGE FAMILY SCHOOL have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $4,113,033, expenses of $4,008,760 and total assets of $8,756,661 at year end.
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