Nonprofit · EIN 87-0514958
HERITAGE SCHOOLS INC
Tax-exempt · PROVO, UT 84604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $21,934,188 | $22,089,230 | -$155,042 | $2,225,347 | $5,682,094 | -$3,456,747 |
| June 30, 2024 | 990 | $21,541,718 | $22,371,715 | -$829,997 | $2,323,280 | $5,624,985 | -$3,301,705 |
| June 30, 2023 | 990 | $19,737,780 | $20,912,543 | -$1,174,763 | $1,800,249 | $4,271,957 | -$2,471,708 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $36,537
- Program service revenue
- $21,897,651
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,390,884
- Other salaries and wages
- $13,107,509
- Salaries, compensation and benefits (total)
- $17,075,107
- Professional fundraising fees
- $0
- Travel
- $49,456
- Program services (functional)
- $17,101,466
- Management and general (functional)
- $4,987,764
Balance sheet and other
- Total assets, start of year
- $2,323,280
- Total assets, end of year
- $2,225,347
- Total liabilities, end of year
- $5,682,094
- Net assets, end of year
- -$3,456,747
- Net assets without donor restrictions
- -$3,579,385
- Net assets with donor restrictions
- $122,638
- Gross receipts
- $21,934,188
- Employees
- 617
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- UT
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 |
|---|---|---|---|
| JAMIS LEEPER | MEDICAL DIRECTOR Key employee | 40 | $243,055 |
| KEVIN DOWNS | CHIEF EXECUTIVE OFFICER Officer | 40 | $237,264 |
| KEVEN CURTIS | CHIEF OPERATING OFFICER Officer | 40 | $215,822 |
| CLINT PETERSON | NURSE PRACTIONER Highest-paid employee | 40 | $160,790 |
| ALEX REID | DIGITAL SERVICES DIRECTOR Key employee | 40 | $151,535 |
| NEIL WALLACE | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $149,774 |
| BRAD FRY | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $139,782 |
| DISA BROCK | NURSE PRACTIONER Highest-paid employee | 40 | $139,264 |
| GEORGE BALLEW | CLINICAL SERVICES Highest-paid employee | 40 | $128,550 |
| GERALD SPANOS | CURRENT BOARD CHAIRMAN Former | 40 | $124,680 |
| BRAD JACKMAN | BOARD MEMBER Trustee or director | 1 | $3,500 |
| STEVENSON G SMITH | BOARD MEMBER Trustee or director | 1 | $3,000 |
| JALEE CLARKE | BOARD MEMBER Trustee or director | 1 | $2,000 |
| JAMES EVANS | BOARD MEMBER Trustee or director | 1 | $2,000 |
| STACY EDGINGTON | BOARD MEMBER Trustee or director | 1 | $2,000 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JINI ROBY | BOARD MEMBER Trustee or director | 1 | $2,000 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIS LEEPER | MEDICAL DIRECTOR Key employee | 40 | $249,671 |
| KEVIN DOWNS | CHIEF EXECUTIVE OFFICER Officer | 40 | $249,477 |
| KEVEN CURTIS | CHIEF OPERATING OFFICER Officer | 40 | $223,005 |
| CLINT PETERSON | NURSE PRACTIONER Highest-paid employee | 40 | $189,462 |
| NEIL WALLACE | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $174,408 |
| ALEX REID | DIGITAL SERVICES DIRECTOR Highest-paid employee | 40 | $152,397 |
| MCKAY LIVINGSTON | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $151,324 |
| DISA BROCK | NURSE PRACTIONER Highest-paid employee | 40 | $146,511 |
| GERALD SPANOS | CURRENT BOARD CHAIRMAN Former | 40 | $128,136 |
| BRAD JACKMAN | BOARD MEMBER Trustee or director | 1 | $3,500 |
| STEVENSON G SMITH | BOARD MEMBER Trustee or director | 1 | $3,000 |
| JALEE CLARKE | BOARD MEMBER Trustee or director | 1 | $2,000 |
| JAMES EVANS | BOARD MEMBER Trustee or director | 1 | $2,000 |
| STACY EDGINGTON | BOARD MEMBER Trustee or director | 1 | $2,000 |
| JINI ROBY | BOARD MEMBER Trustee or director | 1 | $2,000 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIS LEEPER | MEDICAL DIRECTOR Key employee | 40 | $233,858 |
| KEVIN DOWNS | CHIEF EXECUTIVE OFFICER Officer | 40 | $232,680 |
| KEVEN CURTIS | CHIEF OPERATING OFFICER Officer | 40 | $212,680 |
| DISA BROCK | NURSE PRACTIONER Highest-paid employee | 40 | $205,859 |
| ALEX REID | DIGITAL SERVICES DIRECTOR Highest-paid employee | 40 | $143,761 |
| NEIL WALLACE | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $130,208 |
| CLINT PETERSON | NURSE PRACTIONER Highest-paid employee | 40 | $125,228 |
| GERALD SPANOS | CURRENT BOARD CHAIRMAN Trustee or director | 40 | $124,680 |
| MCKAY LIVINGSTON | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $116,545 |
| STEVENSON G SMITH | BOARD MEMBER Trustee or director | 1 | $6,825 |
| BRAD JACKMAN | BOARD MEMBER Trustee or director | 1 | $3,500 |
| RICHARD EVANS | BOARD MEMBER Trustee or director | 1 | $3,500 |
| JALEE CLARKE | BOARD MEMBER Trustee or director | 1 | $2,000 |
| JAMES EVANS | BOARD MEMBER Trustee or director | 1 | $2,000 |
| STACY EDGINGTON | BOARD MEMBER Trustee or director | 1 | $2,000 |
| JINI ROBY | BOARD MEMBER Trustee or director | 1 | $2,000 |
Address and contacts
- Address (IRS master file)
- 5600 HERITAGE SCHOOL DR, PROVO, UT 84604-7701
- Principal officer (990 for 2024)
- KEVIN CURTIS, 5600 N HERITAGE SCHOOL DR, PROVO, UT 84604
- Signed the 990
- KEVIN CURTIS, COO
- Phone
- (801) 226-4600
- Website
- WWW.HERITAGERTC.ORG
- Return prepared by
- STEVENSON SMITH CPAS LLC
Mission
THE CORPORATION SHALL OPERATE A RESIDENTIAL TREATMENT FACILITY IN ORDER TO PROVIDE COST EFFECTIVE AND HIGH QUALITY THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL SETTING.
Program accomplishments
- RESIDENTIAL TREATMENT FACILITY FOR PSYCHIATRIC TREATMENT OF ADOLESCENTS.Expenses $17,101,466 · revenue $21,897,651
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
- 87-0514958
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F31Z)
- Assets (IRS master file)
- $2,225,347
- Income (IRS master file)
- $21,934,188
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $21,934,188 | $22,089,230 | $2,225,347 | IRS |
| 990 | June 2024 | $21,541,718 | $22,371,715 | $2,323,280 | IRS |
| 990 | June 2023 | $19,737,780 | $20,912,543 | $1,800,249 | XML |
| 990 | June 2022 | $17,821,164 | $18,924,598 | $2,100,804 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | December 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 87-0514958).
Questions about HERITAGE SCHOOLS INC
- What is the EIN of HERITAGE SCHOOLS INC?
- The employer identification number (EIN) of HERITAGE SCHOOLS INC is 87-0514958.
- Is HERITAGE SCHOOLS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HERITAGE SCHOOLS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE 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 SCHOOLS INC 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 SCHOOLS INC 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 SCHOOLS INC?
- The 990 for the year ended June 30, 2025 names KEVIN CURTIS.
- Who are the officers and directors of HERITAGE SCHOOLS INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 16 received compensation from the organization, the highest $243,055 (JAMIS LEEPER, MEDICAL DIRECTOR).
- How much revenue does HERITAGE SCHOOLS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $21,934,188, expenses of $22,089,230 and total assets of $2,225,347 at year end.
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All nonprofits in PROVO · Utah · Mental health and crisis intervention