Skip to main content

Nonprofit · EIN 81-5081779

HERITAGE ACADEMY OF NC INC

Also known as HERITAGE LEADERSHIP ACADEMY

Tax-exempt · APEX, NC 27539

Financials

$2.4M$2.3M2023$2.8M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of HERITAGE ACADEMY OF NC INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,847,968$2,936,124-$88,156$408,953$0$408,953
December 31, 2023990$2,361,358$2,258,826$102,532$497,109$0$497,109
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$73,972
Program service revenue
$2,765,610
Investment income
$0
Net income from fundraising events
$8,386
Other revenue
$8,386

Expenses

Grants and similar amounts paid
$12,267
Compensation of officers, directors and key employees
$3,250
Other salaries and wages
$2,037,709
Salaries, compensation and benefits (total)
$2,222,314
Professional fundraising fees
$0
Legal fees
$2,000
Occupancy
$185,762
Program services (functional)
$2,458,148
Management and general (functional)
$477,023
Fundraising (functional)
$953

Balance sheet and other

Total assets, start of year
$497,109
Total assets, end of year
$408,953
Total liabilities, end of year
$0
Net assets, end of year
$408,953
Gross receipts
$2,857,325
Employees
233
Year formed
2017
State of legal domicile
NC

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Jerusha MillerDirector
Trustee or director
30$3,250
Georgeanna WiestExecutive Dir.
Trustee or director, Officer
20$0
David WiestDirector
Trustee or director
15$0
Timothy MillerDirector
Trustee or director
5$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Jerusha MillerDirector
Trustee or director
30$1,265
Georgeanna WiestExecutive Dir.
Trustee or director, Officer
20$0
David WiestDirector
Trustee or director
15$0
Timothy MillerDirector
Trustee or director
5$0

Address and contacts

Address (IRS master file)
2080 E WILLIAMS ST, APEX, NC 27539-7711
In care of
% GEORGEANNA ORUM WIEST
Principal officer (990 for 2024)
Georgeanna Wiest, PO Box 130, Holly Springs, NC 27540
Signed the 990
Georgeanna Wiest, CEO
Phone
(919) 637-3781
Return prepared by
Timothy R Miller

Mission

Primary and secondary education serving students in grades Kindergarten thru 12th grade. University Model school operating a hybrid model with a mix of classroom days and home days

990 for the year ended December 31, 2024

Program accomplishments

  • Education of students from January to May and from August to December using a university/hybrid model
    Expenses $2,458,148 · revenue $2,847,968

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
81-5081779
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
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B20)
Assets (IRS master file)
$408,953
Income (IRS master file)
$2,857,325

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,847,968$2,936,124$408,953XML
990December 2023$2,361,358$2,258,826$497,109XML
990December 2022$1,973,486$1,947,750$394,577IRS
990December 2021–––IRS
990December 2020–––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 81-5081779).

Questions about HERITAGE ACADEMY OF NC INC

What is the EIN of HERITAGE ACADEMY OF NC INC?
The employer identification number (EIN) of HERITAGE ACADEMY OF NC INC is 81-5081779.
Is HERITAGE ACADEMY OF NC INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to HERITAGE ACADEMY OF NC INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HERITAGE ACADEMY OF NC 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 OF NC INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERITAGE ACADEMY OF NC INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HERITAGE ACADEMY OF NC INC?
The 990 for the year ended December 31, 2024 names Georgeanna Wiest.
Who are the officers and directors of HERITAGE ACADEMY OF NC INC?
The 990 for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $3,250 (Jerusha Miller, Director).
How much revenue does HERITAGE ACADEMY OF NC INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,847,968, expenses of $2,936,124 and total assets of $408,953 at year end.

Other nonprofits in APEX

All nonprofits in APEX · North Carolina · Education