Nonprofit · EIN 87-0574417
HERITAGE BEHAVIORAL HEALTH SYSTEMS INC
Tax-exempt · PROVO, UT 84604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $162,009 | $949,103 | -$787,094 | $25,678,687 | $3,436,723 | $22,241,964 |
| June 30, 2024 | 990 | $1,177,990 | $784,272 | $393,718 | $24,846,518 | $1,817,460 | $23,029,058 |
| June 30, 2023 | 990 | $1,072,226 | $673,600 | $398,626 | $24,680,853 | $2,045,513 | $22,635,340 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,000
- Program service revenue
- $110,438
- Investment income
- $49,571
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $768,507
- Program services (functional)
- $775,546
- Management and general (functional)
- $173,557
Balance sheet and other
- Total assets, start of year
- $24,846,518
- Total assets, end of year
- $25,678,687
- Total liabilities, end of year
- $3,436,723
- Net assets, end of year
- $22,241,964
- Land, buildings and equipment
- $16,368,259
- Net assets without donor restrictions
- $22,241,964
- Gross receipts
- $162,009
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- 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 | From related orgs |
|---|---|---|---|---|
| JAMIS LEEPER | MEDICAL DIRECTOR Key employee | 40 | $0 | $243,055 |
| KEVEN DOWNS | CHIEF EXECUTIVE OFFICER Officer | 40 | $0 | $237,264 |
| KEVIN CURTIS | CHIEF OPERATING OFFICER Officer | 40 | $0 | $215,822 |
| CLINT PETERSON | NURSE PRACTIONER Highest-paid employee | 40 | $0 | $160,790 |
| ALEX REID | DIGITAL SERVICES DIRECTOR Key employee | 40 | $0 | $151,535 |
| NEIL WALLACE | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $0 | $149,774 |
| BRAD FRY | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $0 | $139,782 |
| DISA BROCK | NURSE PRACTIONER Highest-paid employee | 40 | $0 | $139,264 |
| GEORGE BALLEW | CLINICAL SERVICES Highest-paid employee | 40 | $0 | $128,550 |
| GERALD SPANOS | CURRENT BOARD CHAIRMAN Former | 40 | $0 | $124,680 |
| BRAD JACKMAN | BOARD MEMBER Trustee or director | 1 | $0 | $3,500 |
| STEVENSON SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $3,000 |
| JALEE CLARKE | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
| JAMES EVANS | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
| STACY EDGINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
1 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JINI ROBY | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAMIS LEEPER | MEDICAL DIRECTOR Key employee | 40 | $0 | $249,671 |
| KEVEN DOWNS | CHIEF EXECUTIVE OFFICER Officer | 40 | $0 | $249,477 |
| KEVIN CURTIS | CHIEF OPERATING OFFICER Officer | 40 | $0 | $223,005 |
| CLINT PETERSON | NURSE PRACTIONER Highest-paid employee | 40 | $0 | $189,462 |
| NEIL WALLACE | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $0 | $174,408 |
| ALEX REID | DIGITAL SERVICES DIRECTOR Highest-paid employee | 40 | $0 | $152,397 |
| MCKAY LIVINGSTON | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $0 | $151,324 |
| DISA BROCK | NURSE PRACTIONER Highest-paid employee | 40 | $0 | $146,511 |
| GERALD SPANOS | CURRENT BOARD CHAIRMAN Former | 40 | $0 | $128,136 |
| BRAD JACKMAN | BOARD MEMBER Trustee or director | 1 | $0 | $3,500 |
| STEVENSON SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $3,000 |
| JALEE CLARKE | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
| JAMES EVANS | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
| STACY EDGINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
| JINI ROBY | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAMIS LEEPER | MEDICAL DIRECTOR Key employee | 40 | $0 | $233,858 |
| KEVEN DOWNS | CHIEF EXECUTIVE OFFICER Officer | 40 | $0 | $232,680 |
| KEVIN CURTIS | CHIEF OPERATING OFFICER Officer | 40 | $0 | $212,680 |
| DISA BROCK | NURSE PRACTIONER Highest-paid employee | 40 | $0 | $205,859 |
| ALEX REID | DIGITAL SERVICES DIRECTOR Highest-paid employee | 40 | $0 | $143,761 |
| NEIL WALLACE | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $0 | $130,208 |
| CLINT PETERSON | NURSE PRACTIONER Highest-paid employee | 40 | $0 | $125,228 |
| GERALD SPANOS | CURRENT BOARD CHAIRMAN Trustee or director | 40 | $0 | $124,680 |
| MCKAY LIVINGSTON | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $0 | $116,545 |
| STEVENSON SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $6,825 |
| BRAD JACKMAN | BOARD MEMBER Trustee or director | 1 | $0 | $3,500 |
| RICHARD EVANS | BOARD MEMBER Trustee or director | 1 | $0 | $3,500 |
| JALEE CLARKE | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
| JAMES EVANS | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
| STACY EDGINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $2,000 |
| JINI ROBY | BOARD MEMBER Trustee or director | 1 | $0 | $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
TO PROVIDE USE OF FACILITIES AND MANAGEMENT SERVICES FOR HERITAGE SCHOOLS INC. A RESIDENTIAL TREATMENT SCHOOL
Program accomplishments
- RESIDENTIAL TREATMENT FACILITY FOR PSYCHIATRIC TREATMENT OF ADOLESCENTS.Expenses $775,546 · revenue $160,099
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
- 87-0574417
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $25,678,687
- Income (IRS master file)
- $162,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $162,009 | $949,103 | $25,678,687 | IRS |
| 990 | June 2024 | $1,177,990 | $784,272 | $24,846,518 | IRS |
| 990 | June 2023 | $1,072,226 | $673,600 | $24,680,853 | XML |
| 990 | June 2022 | $887,486 | $588,735 | $22,280,794 | 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 87-0574417).
Questions about HERITAGE BEHAVIORAL HEALTH SYSTEMS INC
- What is the EIN of HERITAGE BEHAVIORAL HEALTH SYSTEMS INC?
- The employer identification number (EIN) of HERITAGE BEHAVIORAL HEALTH SYSTEMS INC is 87-0574417.
- Is HERITAGE BEHAVIORAL HEALTH SYSTEMS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to HERITAGE BEHAVIORAL HEALTH SYSTEMS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HERITAGE BEHAVIORAL HEALTH SYSTEMS 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 BEHAVIORAL HEALTH SYSTEMS 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 BEHAVIORAL HEALTH SYSTEMS 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 BEHAVIORAL HEALTH SYSTEMS INC?
- The 990 for the year ended June 30, 2025 names KEVIN CURTIS.
- Who are the officers and directors of HERITAGE BEHAVIORAL HEALTH SYSTEMS INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does HERITAGE BEHAVIORAL HEALTH SYSTEMS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $162,009, expenses of $949,103 and total assets of $25,678,687 at year end.
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