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HERITAGE ACADEMY, INC.

Company Details

Name: HERITAGE ACADEMY, INC.
Jurisdiction: Idaho
Legal type: Non-Profit Corporation (D)
Status: Active-Good Standing
Date of registration: 21 Aug 2009 (16 years ago)
Financial Date End: 31 Aug 2025
Entity Number: 556833
Place of Formation: IDAHO
File Number: 556833
ZIP code: 83338
County: Jerome County
Mailing Address: TONI CARVER 500 S LINCOLN AVE JEROME, ID 83338-3027

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
GEJVJN6ECSY4 2024-11-27 500 S LINCOLN AVE, JEROME, ID, 83338, 3027, USA 500 S. LINCOLN, JEROME, ID, 83338, 3027, USA

Business Information

URL heritageacademyid.org
Division Name HERITAGE ACADEMY, INC.
Congressional District 02
Activation Date 2023-11-29
Initial Registration Date 2011-07-08
Entity Start Date 2010-01-01
Fiscal Year End Close Date Jun 30

Points of Contacts

Electronic Business
Title PRIMARY POC
Name TONI CARVER
Role BUSINESS MANAGER
Address 500 S. LINCOLN, JEROME, ID, 83338, 3027, USA
Title ALTERNATE POC
Name CHRISTINE IVIE
Role SUPERINTENDANT
Address 500 S. LINCOLN, JEROME, ID, 83338, 3027, USA
Government Business
Title PRIMARY POC
Name TONI CARVER
Role BUSINESS MANAGER
Address 500 S. LINCOLN, JEROME, ID, 83338, 3027, USA
Title ALTERNATE POC
Name CHRISTINE IVIE
Role SUPERINTENDANT
Address 500 S. LINCOLN, JEROME, ID, 83338, 3027, USA
Past Performance
Title PRIMARY POC
Name CHRISTINE IVIE
Role SUPERINTENDENT
Address 500 S. LINCOLN, JEROME, ID, 83338, USA

Agent

Name Role Address
Ashley Burnham Agent 500 S. LINCOLN AVE., ASHLEY BURNHAM, JEROME, ID 83338

Treasurer

Name Role Address Appointed On Resigned On
Mike Hadeox Treasurer 500 S. LINCOLN, JEROME, ID 83338 2020-07-03 2022-07-28
Christopher Myhre Treasurer 500 S LINCOLN, JEROME, ID 83338 2023-07-24 No data

President

Name Role Address Appointed On
Carroll Cone President 500 S LINCOLN AVE, JEROME, ID 83338-3027 2022-07-28
Heritage Academy, Inc. President 500 S. LINCOLN, JEROME, ID 83338 2024-08-07

Filing

Filing Name Filing Number Filing date
Annual Report 0005851490 2024-08-07
Annual Report 0005329802 2023-07-24
Annual Report 0004833618 2022-07-28
Annual Report 0004338265 2021-07-08
Annual Report 0003929189 2020-07-03
Annual Report 0003634323 2019-10-01
Annual Report 0003197586 2018-08-07
Change of Registered Office/Agent/Both (by Entity) 0003197585 2018-07-26
Annual Report 0003197584 2017-06-26
Annual Report 0003197583 2016-08-13

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
27-3203580 Corporation Unconditional Exemption 500 S LINCOLN AVE, JEROME, ID, 83338-3027 2015-01
In Care of Name % TONI CARVER
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2024-06
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 3030402
Income Amount 2516080
Form 990 Revenue Amount 2516080
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Auto-Revocation List

Description Organizations whose federal tax exempt status was automatically revoked for not filing a Form 990-series return or notice for three consecutive years. Important note: Just because an organization appears on this list, it does not mean the organization is currently revoked, as they may have been reinstated.
Exemption Type 501(c)(3): Religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition, or prevention of cruelty to children or animals organizations
Revocation Date 2013-11-15
Revocation Posting Date 2014-03-10
Exemption Reinstatement Date 2013-11-15

Determination Letter

Final Letter(s) FinalLetter_27-3203580_HERITAGEACADEMYINC_11082010_01.tif
FinalLetter_27-3203580_HERITAGEACADEMYINC_11082010_02.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name HERITAGE ACADEMY INC
EIN 27-3203580
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE ACADEMY INC
EIN 27-3203580
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE ACADEMY INC
EIN 27-3203580
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE ACADEMY INC
EIN 27-3203580
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE ACADEMY INC
EIN 27-3203580
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE ACADEMY INC
EIN 27-3203580
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE ACADEMY INC
EIN 27-3203580
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE ACADEMY INC
EIN 27-3203580
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1804767304 2020-04-28 1087 PPP 500 SOUTH LINCOLN, APPLETON, ID, 83338
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 231500
Loan Approval Amount (current) 231500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 20132
Servicing Lender Name D. L. Evans Bank
Servicing Lender Address 375 N Overland Ave, BURLEY, ID, 83318-3432
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address APPLETON, JEROME, ID, 83338-0001
Project Congressional District ID-02
Number of Employees 41
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 20132
Originating Lender Name D. L. Evans Bank
Originating Lender Address BURLEY, ID
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 232946.08
Forgiveness Paid Date 2020-12-16

Date of last update: 18 Mar 2025

Sources: Idaho Secretary of State