Nonprofit · EIN 87-3841822
HERITAGE ACADEMY SC
Tax-exempt · ST HELENA IS, SC 29920
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,039,566 | $1,199,402 | -$159,836 | $131,856 | $125,615 | $6,241 |
| June 30, 2024 | 990 | $566,789 | $407,410 | $159,379 | $205,993 | $46,168 | $159,825 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,039,030
- of which government grants
- $602,225
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $536
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $121,942
- Salaries, compensation and benefits (total)
- $534,366
- Professional fundraising fees
- $0
- Legal fees
- $8,885
- Occupancy
- $208,870
- Travel
- $1,315
- Program services (functional)
- $301,941
- Management and general (functional)
- $873,073
- Fundraising (functional)
- $24,388
Balance sheet and other
- Total assets, start of year
- $205,993
- Total assets, end of year
- $131,856
- Total liabilities, end of year
- $125,615
- Net assets, end of year
- $6,241
- Gross receipts
- $1,039,566
- Employees
- 8
- Volunteers
- 0
- Year formed
- 2021
- State of legal domicile
- SC
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 |
|---|---|---|---|
| ALANA JENKINS MARCHEL | EXECUTIVE DIR/PRINCIPAL Trustee or director, Officer | 40 | $121,942 |
| AMBER SPEIGHTS | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY T JACOBS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTINA WASHINGTOM | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSEPH RUTTER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTOPHER OPHARDT | BOARD CHAIR Officer | 1 | $0 |
| KYLENE LEBBY DAVIS | SECRETARY Officer | 1 | $0 |
| ROBERT KING | TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALANA JENKINS MARCHEL | EXECUTIVE DIRECTOR/ PRINCIPAL Trustee or director, Officer | 40 | $125,000 |
| AMBER SPEIGHTS | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY T JACOBS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTINA WASHINGTOM | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSEPH RUTTER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTOPHER OPHARDT | BOARD CHAIR Officer | 1 | $0 |
| KYLENE LEBBY DAVIS | SECRETARY Officer | 1 | $0 |
| ROBERT KING | TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 771, ST HELENA IS, SC 29920-0771
- In care of
- % ALANA JENKINS
- Principal officer (990 for 2024)
- ALANA MARCHEL, PO BOX 771, ST HELENA ISLAND, SC 29920
- Signed the 990
- ALANA MARCHEL, EXECUTIVE DIRECTOR/PRINCIPAL
- Phone
- (843) 694-4984
- Return prepared by
- VERIS LLC
Mission
PROVIDE A MIDDLE AND HIGH EDUCATIONAL EXPERIENCE THAT EMPOWERS AND PREPARES ALL SCHOLARS TO RECOGNIZE THE FULLNESS OF THEIR IDENTITY TO DETERMINE, PURSUE, AND SUCCEED THE FUTURE OF THEIR CHOICE. IN ACCORDANCE WITH OUR MISSION, WE BELIEVE EVERYTHING WE DO MUST BE ROOTED IN GULLAH GEECHEE HERITAGE AND STRIVE FOR ACADEMIC EXCELLENCE.
Program accomplishments
- OPERATE A PUBLIC CHARTER SCHOOL FOR THE EDUCATION OF CHILDREN.Expenses $301,941
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
- 87-3841822
- 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
- 2023
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $131,856
- Income (IRS master file)
- $1,039,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,039,566 | $1,199,402 | $131,856 | XML |
| 990 | June 2024 | $566,789 | $407,410 | $205,993 | IRS |
| 990 | June 2023 | $4,000 | $3,554 | $446 | IRS |
| 990 | June 2022 | $0 | $0 | $0 | 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 87-3841822).
Questions about HERITAGE ACADEMY SC
- What is the EIN of HERITAGE ACADEMY SC?
- The employer identification number (EIN) of HERITAGE ACADEMY SC is 87-3841822.
- Is HERITAGE ACADEMY SC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to HERITAGE ACADEMY SC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE ACADEMY SC 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 SC 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 SC 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 SC?
- The 990 for the year ended June 30, 2025 names ALANA MARCHEL.
- Who are the officers and directors of HERITAGE ACADEMY SC?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $121,942 (ALANA JENKINS MARCHEL, EXECUTIVE DIR/PRINCIPAL).
- How much revenue does HERITAGE ACADEMY SC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,039,566, expenses of $1,199,402 and total assets of $131,856 at year end.
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