Nonprofit · EIN 85-1401422
HERITAGE ACADEMY INCORPORATED
Tax-exempt · KALISPELL, MT 59903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,159,444 | $935,881 | $223,563 | $933,023 | $97,118 | $835,905 |
| June 30, 2024 | 990 | $1,206,400 | $908,857 | $297,543 | $584,644 | $3,698 | $580,946 |
| June 30, 2023 | 990 | $662,177 | $670,781 | -$8,604 | $288,668 | $5,265 | $283,403 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $516,110
- Program service revenue
- $639,973
- Investment income
- $457
- Net income from sales of inventory
- $2,157
- Other revenue
- $2,904
Expenses
- Grants and similar amounts paid
- $230
- Compensation of officers, directors and key employees
- $82,952
- Other salaries and wages
- $580,616
- Salaries, compensation and benefits (total)
- $729,607
- Professional fundraising fees
- $0
- Accounting fees
- $1,300
- Occupancy
- $49,728
- Depreciation
- $112
- Program services (functional)
- $561,134
- Management and general (functional)
- $315,794
- Fundraising (functional)
- $58,953
Balance sheet and other
- Total assets, start of year
- $584,644
- Total assets, end of year
- $933,023
- Total liabilities, end of year
- $97,118
- Net assets, end of year
- $835,905
- Land, buildings and equipment
- $517,570
- Publicly traded securities
- $245,750
- Gross receipts
- $1,162,048
- Employees
- 49
- Volunteers
- 88
- Year formed
- 2020
- State of legal domicile
- MT
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 |
|---|---|---|---|---|
| MELISSA QUAST | SECRETARY/TR Trustee or director, Officer | 2.5 | $0 | $8,643 |
| AARON ANDERSON | CHAIRMAN Trustee or director, Officer | 1.5 | $0 | $0 |
| MARK OCHENRIDER | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| JOHN THOMAS | VICE CHAIRMA Trustee or director, Officer | 1.5 | $0 | $0 |
| DAN TINTZMAN | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON ANDERSON | Chairman Trustee or director, Officer | 1.5 | $0 |
| DAN TINTZMAN | Board Member Trustee or director | 1 | $0 |
| MARK OCHENRIDER | Board Member Trustee or director | 1 | $0 |
| JOHN THOMAS | Vice-Chairman Trustee or director, Officer | 1.5 | $0 |
| MELISSA QUAST | Treasurer Trustee or director, Officer | 10 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA QUAST | Treasurer Trustee or director, Officer | 10 | $1,690 |
| AARON ANDERSON | Chairman Trustee or director, Officer | 1.5 | $0 |
| DAN TINTZMAN | Board Member Trustee or director | 1 | $0 |
| MARK OCHENRIDER | Board Member Trustee or director | 1 | $0 |
| JOHN THOMAS | Vice-Chairman Trustee or director, Officer | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5673, KALISPELL, MT 59903-5673
- Principal officer (990 for 2024)
- AARON ANDERSON, 305 5TH AVE E, KALISPELL, MT 599014925
- Signed the 990
- AARON ANDERSON, CHAIRMAN
- Phone
- (406) 257-8799
- Website
- HERITAGEACADEMYKALISPELL.ORG
- Return prepared by
- SWIFTCURRENT ACCOUNTING & TAX INC
Mission
VISION: FAMILIES UNITED IN THE PURSUIT OF TRUTH, GOODNESS, AND BEAUTY. MISSION: HERITAGE ACADEMY PARTNERS WITH FAMILIES TO CULTIVATE THE SOULS OF THEIR CHILDREN SO THEY GROW IN WISDOM AND VIRTUE AS WE SEEK TO LOVE GOD AND OTHERS.
Program accomplishments
- VOLUNTEERS: DURING THE 2024-2025 YEAR, APPROXIMATELY 88 PARENT-VOLUNTEERS SERVED OVER 10,000 HOURS (VALUED AT 250,000) TO PARTNER WITH HERITAGE ACADEMY TO ACCOMPLISH ITS MISSION & VISION AS STATED ABOVE. IN ADDITION, 24,890 WAS DONATED THROUGH IN-KIND PAYROLL DONATIONS.Expenses $561,134 · grants $230 · revenue $640,030
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
- 85-1401422
- 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
- 2021
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $933,023
- Income (IRS master file)
- $1,162,048
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,159,444 | $935,881 | $933,023 | XML |
| 990 | June 2024 | $1,206,400 | $908,857 | $584,644 | XML |
| 990 | June 2023 | $662,177 | $670,781 | $288,668 | XML |
| 990 | June 2022 | $795,469 | $540,878 | $295,786 | IRS |
| 990 | June 2021 | – | – | – | 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 85-1401422).
Questions about HERITAGE ACADEMY INCORPORATED
- What is the EIN of HERITAGE ACADEMY INCORPORATED?
- The employer identification number (EIN) of HERITAGE ACADEMY INCORPORATED is 85-1401422.
- Is HERITAGE ACADEMY INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to HERITAGE ACADEMY INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE ACADEMY INCORPORATED 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 INCORPORATED 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 ACADEMY INCORPORATED 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 ACADEMY INCORPORATED?
- The 990 for the year ended June 30, 2025 names AARON ANDERSON.
- Who are the officers and directors of HERITAGE ACADEMY INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does HERITAGE ACADEMY INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,159,444, expenses of $935,881 and total assets of $933,023 at year end.
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