Nonprofit · EIN 58-1077670
HERITAGE SCHOOL INC
Tax-exempt · NEWNAN, GA 30263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,207,835 | $10,550,629 | $657,206 | $19,375,132 | $2,403,477 | $16,971,655 |
| June 30, 2024 | 990 | $10,673,265 | $9,744,183 | $929,082 | $18,572,238 | $2,258,478 | $16,313,760 |
| June 30, 2023 | 990 | $10,957,831 | $9,774,258 | $1,183,573 | $16,388,564 | $1,873,497 | $14,515,067 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,333,919
- Program service revenue
- $9,626,702
- Investment income
- $245,443
- Net gain from sales of assets
- $36,482
- Other revenue
- $1,771
Expenses
- Grants and similar amounts paid
- $966,225
- Compensation of officers, directors and key employees
- $439,995
- Other salaries and wages
- $4,562,964
- Salaries, compensation and benefits (total)
- $5,939,193
- Professional fundraising fees
- $0
- Occupancy
- $412,787
- Travel
- $191,656
- Depreciation
- $919,016
- Program services (functional)
- $8,008,877
- Management and general (functional)
- $2,318,082
- Fundraising (functional)
- $223,670
Balance sheet and other
- Total assets, start of year
- $18,572,238
- Total assets, end of year
- $19,375,132
- Total liabilities, end of year
- $2,403,477
- Net assets, end of year
- $16,971,655
- Land, buildings and equipment
- $13,087,314
- Publicly traded securities
- $3,112,575
- Net assets without donor restrictions
- $15,209,356
- Net assets with donor restrictions
- $1,762,299
- Gross receipts
- $11,477,015
- Employees
- 140
- Volunteers
- 50
- Year formed
- 1970
- State of legal domicile
- GA
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 |
|---|---|---|---|---|
| KRISTIN SKELLY | HEAD OF SCHOOL Officer | 40 | $242,053 | $24,653 |
| KAREN CRAWFORD | DIRECTOR OF FINANCE & OPER Officer | 40 | $150,184 | $5,532 |
| JAKE COPELAND | DIRECTOR OF ATHLETICS Highest-paid employee | 40 | $102,392 | $15,398 |
| MIKE THOMPSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SHANE LORD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BRIAN LEWIS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SALLY LOVE CONNALY-LIENAU | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EDWYN CARTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JESS BARRON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM THOMASSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH CHAPMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LYNN MARIE EADE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSEPH KEOUGH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHANIE DUNLAP | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTIN SKELLY | HEAD OF SCHOOL Officer | 40 | $227,600 | $22,341 |
| KAREN CRAWFORD | DIRECTOR OF FINANCE & OPER Officer | 40 | $135,944 | $5,122 |
| NATHAN WATTS | DIRECTOR OF ADVANCEMENT & ALUMNI ENGAGEMENT Officer | 1 | $118,041 | $10,860 |
| SHANE LORD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOE KEOUGH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG AUGUSTINE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRIAN LEWIS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JIM THOMASSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH CHAPMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SALLY LOVE CONNALLY-LIENAU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JESS BARRON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EDWYN CARTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LYNN MARIE EADE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN HOSCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHANIE DUNLAP | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE THOMPSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTIN SKELLY | HEAD OF SCHOOL Officer | 40 | $225,000 | $36,629 |
| KAREN CRAWFORD | DIRECTOR OF FINANCE & OPER Officer | 40 | $133,755 | $1,371 |
| SHANE LORD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH KEOUGH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG AUGUSTINE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRIAN LEWIS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SALLY LOVE CONNALY-LIENAU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JESS BARRON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EDWYN CARTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH CHAPMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN HOSCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM THOMASSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LYNN MARIE EADE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHANIE DUNLAP | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE THOMPSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2093 HIGHWAY 29 N, NEWNAN, GA 30263-3350
- Principal officer (990 for 2024)
- KAREN CRAWFORD, 2093 HIGHWAY 29 NORTH, NEWNAN, GA 30263
- Signed the 990
- KAREN CRAWFORD, DIRECTOR OF FINANCE AND OPERATIONS
- Phone
- (770) 253-9898
- Website
- WWW.HERITAGESCHOOL.COM
- Return prepared by
- JONES AND KOLB
Mission
THE MISSION OF THE HERITAGE SCHOOL IS TO DEVELOP THE MIND THROUGH A FULL RANGE OF RIGOROUS ACADEMICS; TO DEVELOP THE BODY THROUGH COMPETITION AND TEAMWORK; TO DEVELOP THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH; AND TO DEVELOP CAMARADERIE THROUGH SHARED EXPERIENCES.
Program accomplishments
- THE HERITAGE SCHOOL IS A CO-EDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL COMMITTED TO PROVIDING AN ENVIRONMENT THAT DEVELOPS THE MIND IN PREPARATION FOR COLLEGE AND LATER LIFE, THE BODY THROUGH COMPETITION AND TEAMWORK, THE SPIRIT THROUGH SELF-AWARENESS AND GROWTH, AND CAMARADERIE THROUGH SHARED EXPERIENCE. MIND, BODY, SPIRIT, AND CAMARADERIE ARE INFUSED THROUGHOUT THE OPPORTUNITIES OFFERED ON AND OFF CAMPUS IN ACADEMICS, FINE ARTS, ATHLETICS, AND SERVICE.THE HERITAGE SCHOOL PROVIDES EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN GRADES PRE-K-3 THROUGH TWELVE. THE HERITAGE SCHOOL HOLDS ACCREDITATION FROM BOTH THE SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS AND THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS, AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, GEORGIA ASSOCIATION OF INDEPENDENT SCHOOLS, AND ATLANTA AREA ASSOCIATION OF INDEPENDENT SCHOOLS.Expenses $8,008,877 · grants $966,225 · revenue $9,632,813
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
- 58-1077670
- 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
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $19,375,132
- Income (IRS master file)
- $11,477,015
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,207,835 | $10,550,629 | $19,375,132 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $10,673,265 | $9,744,183 | $18,572,238 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $10,957,831 | $9,774,258 | $16,388,564 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $10,199,628 | $9,470,901 | $15,468,708 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 58-1077670).
Questions about HERITAGE SCHOOL INC
- What is the EIN of HERITAGE SCHOOL INC?
- The employer identification number (EIN) of HERITAGE SCHOOL INC is 58-1077670.
- Is HERITAGE SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to HERITAGE SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE SCHOOL 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 SCHOOL 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 SCHOOL 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 SCHOOL INC?
- The 990 for the year ended June 30, 2025 names KAREN CRAWFORD.
- Who are the officers and directors of HERITAGE SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 3 received compensation from the organization, the highest $242,053 (KRISTIN SKELLY, HEAD OF SCHOOL).
- How much revenue does HERITAGE SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,207,835, expenses of $10,550,629 and total assets of $19,375,132 at year end.
Other nonprofits in NEWNAN
- COMMUNITY EDUCATION ASSOCIATION INC EIN 58-2429902 · last filed 990 for 2025
- SELCAT TR FUND EIN 58-2359609 · last filed 990 for 2025
- REACHING ACROSS BORDERS INC EIN 85-2397845 · last filed 990 for 2025
- FRONTLINE POLICY COUNCIL EIN 86-2777482 · last filed 990 for 2025
- CAROLYN BARRON MONTESSORI SCHOOL INC EIN 58-2334210 · last filed 990 for 2025
- HEATHERWOOD CHRISTIAN SCHOOL INC EIN 99-3885458 · last filed 990 for 2025
- BREAD FOR HAITI EIN 32-0299042 · last filed 990 for 2024
- NORTHGATE BAND BOOSTERS INC EIN 58-2298405 · last filed 990 for 2025