Nonprofit · EIN 81-5081779
HERITAGE ACADEMY OF NC INC
Also known as HERITAGE LEADERSHIP ACADEMY
Tax-exempt · APEX, NC 27539
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,847,968 | $2,936,124 | -$88,156 | $408,953 | $0 | $408,953 |
| December 31, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jerusha Miller | Director Trustee or director | 30 | $3,250 |
| Georgeanna Wiest | Executive Dir. Trustee or director, Officer | 20 | $0 |
| David Wiest | Director Trustee or director | 15 | $0 |
| Timothy Miller | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jerusha Miller | Director Trustee or director | 30 | $1,265 |
| Georgeanna Wiest | Executive Dir. Trustee or director, Officer | 20 | $0 |
| David Wiest | Director Trustee or director | 15 | $0 |
| Timothy Miller | Director 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
Program accomplishments
- Education of students from January to May and from August to December using a university/hybrid modelExpenses $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,847,968 | $2,936,124 | $408,953 | XML |
| 990 | December 2023 | $2,361,358 | $2,258,826 | $497,109 | XML |
| 990 | December 2022 | $1,973,486 | $1,947,750 | $394,577 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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
- TRIAD MATH AND SCIENCE ACADEMY COMPANY EIN 20-8471670 · last filed 990 for 2025
- GLOBAL SERVICE NETWORK INC EIN 20-8686806 · last filed 990 for 2024
- PEAK CHARTER ACADEMY EIN 47-1886543 · last filed 990 for 2025
- TRIAD EDUCATIONAL SERVICES INC EIN 27-2186510 · last filed 990 for 2025
- MIDDLE CREEK HIGH SCHOOL STAMPEDE CLUB EIN 45-0479084 · last filed 990 for 2025
- ETHOS SCHOOL INC EIN 88-2121197 · last filed 990 for 2025
- APEX FRIENDSHIP HIGH SCHOOL BAND BOOSTERS INC EIN 47-4580814 · last filed 990 for 2026
- PEAK BEGINNINGS EIN 87-4721643 · last filed 990-EZ for 2025