Nonprofit · EIN 74-2823746
HERITAGE ACADEMY CHARTER SCHOOLS INC
Tax-exempt · LEWISVILLE, TX 75057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $8,590,639 | $7,997,942 | $592,697 | $7,724,550 | $690,845 | $7,033,705 |
| August 31, 2024 | 990 | $8,371,661 | $7,738,994 | $632,667 | $7,149,073 | $708,065 | $6,441,008 |
| August 31, 2023 | 990 | $7,501,241 | $7,191,351 | $309,890 | $6,668,229 | $859,888 | $5,808,341 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,542,645
- Investment income
- $0
- Net income from fundraising events
- $47,994
- Other revenue
- $47,994
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $4,445,846
- Salaries, compensation and benefits (total)
- $5,489,985
- Professional fundraising fees
- $0
- Legal fees
- $11,913
- Accounting fees
- $35,000
- Occupancy
- $766,283
- Travel
- $49,395
- Depreciation
- $80,456
- Program services (functional)
- $6,360,047
- Management and general (functional)
- $1,620,612
- Fundraising (functional)
- $17,283
Balance sheet and other
- Total assets, start of year
- $7,149,073
- Total assets, end of year
- $7,724,550
- Total liabilities, end of year
- $690,845
- Net assets, end of year
- $7,033,705
- Land, buildings and equipment
- $1,444,869
- Net assets without donor restrictions
- $1,480,569
- Net assets with donor restrictions
- $5,553,136
- Gross receipts
- $8,590,639
- Employees
- 131
- Year formed
- 1997
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DAVISON | VICE PRESIDE Former | 20 | $130,233 |
| DERRICK ARMSTEAD | VP OF OPERAT Highest-paid employee | 40 | $104,798 |
| LISA BOWEN | SECRETARY Trustee or director, Officer | – | $0 |
| RICHARD FENGLER | MEMBER Trustee or director | – | $0 |
| AIMEE GIACAMAKIS | MEMBER Trustee or director | – | $0 |
| BEN KLINGENEIN | PRESIDENT Trustee or director, Officer | – | $0 |
| DELILAH LOYA | MEMBER Trustee or director | – | $0 |
| LARRY SPARKS | VICE PRESIDE Trustee or director, Officer | – | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DAVISON | VICE PRESIDE Trustee or director, Officer | 20 | $125,000 |
| DERRICK ARMSTEAD | VP OF OPERAT Highest-paid employee | 40 | $100,632 |
| RICHARD FENGLER | PRESIDENT Trustee or director, Officer | – | $0 |
| DR LUIS GONZALES | MEMBER Trustee or director | – | $0 |
| DELILAH LOPEZ-LOYA | SECRETARY Trustee or director, Officer | – | $0 |
| BERTA MARTINEZ | MEMBER Trustee or director | – | $0 |
990 for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DAVISON | VICE PRESIDE Trustee or director, Officer | 20 | $125,367 |
| DERRICK ARMSTEAD | VP OF OPERAT Highest-paid employee | 40 | $100,550 |
| RICHARD FENGLER | PRESIDENT Trustee or director, Officer | – | $0 |
| DR LUIS GONZALEZ | MEMBER Trustee or director | – | $0 |
| DELILAH LOPEZ-LOYA | SECRETARY Trustee or director, Officer | – | $0 |
| BERTA MARTINEZ | MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 1301 WATERS RIDGE DR, LEWISVILLE, TX 75057-6022
- In care of
- % CHERYL L WASHINGTON
- Principal officer (990 for 2024)
- KALESE WHITEHURST
- Signed the 990
- KALESE WHITEHURST, SUPERINTENDENT
- Phone
- (210) 659-0329
- Website
- WWW.HERITAGEACADEMY.NET
- Return prepared by
- PAUL J CHRISTENSEN & ASSOCIATES LLC
Mission
SEE SCHEDULE O
Program accomplishments
- MORE SPECIFIC TO LINE 1 ABOVE, THE PROGRAM SERVES TO EMPOWER EACH STUDENT TO MAXIMIZE THEIR POTENTIAL BY DEVELOPING TALENT, ACHIEVING ACADEMIC EXCELLENCE, AND MODELING MORAL AND ETHICAL BEHAVIOR TO BECOME A VALUABLE ASSET AND CONTRIBUTING CITIZEN OF SOCIETY.Expenses $6,360,047 · revenue $8,542,645
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 74-2823746
- 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
- 1998
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20Z)
- Assets (IRS master file)
- $7,724,550
- Income (IRS master file)
- $8,590,639
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $8,590,639 | $7,997,942 | $7,724,550 | XML |
| 990 | August 2024 | $8,371,661 | $7,738,994 | $7,149,073 | XML |
| 990 | August 2023 | $7,501,241 | $7,191,351 | $6,668,229 | XML |
| 990 | August 2022 | $8,149,832 | $7,357,652 | $5,815,149 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 74-2823746).
Questions about HERITAGE ACADEMY CHARTER SCHOOLS INC
- What is the EIN of HERITAGE ACADEMY CHARTER SCHOOLS INC?
- The employer identification number (EIN) of HERITAGE ACADEMY CHARTER SCHOOLS INC is 74-2823746.
- Is HERITAGE ACADEMY CHARTER SCHOOLS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HERITAGE ACADEMY CHARTER SCHOOLS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE ACADEMY CHARTER SCHOOLS 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 ACADEMY CHARTER SCHOOLS INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE ACADEMY CHARTER SCHOOLS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of HERITAGE ACADEMY CHARTER SCHOOLS INC?
- The 990 for the year ended August 31, 2025 names KALESE WHITEHURST.
- Who are the officers and directors of HERITAGE ACADEMY CHARTER SCHOOLS INC?
- The 990 for the year ended August 31, 2025 lists 8 people; 2 received compensation from the organization, the highest $130,233 (ROBERT DAVISON, VICE PRESIDE).
- How much revenue does HERITAGE ACADEMY CHARTER SCHOOLS INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $8,590,639, expenses of $7,997,942 and total assets of $7,724,550 at year end.
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