Nonprofit · EIN 84-3096845
HERITAGE CLASSICAL ACADEMY
Tax-exempt · ALBEMARLE, NC 28001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990 | $748,761 | $510,104 | $238,657 | $504,692 | $0 | $504,692 |
| July 31, 2025 | 990 | $564,882 | $487,479 | $77,403 | $266,035 | $0 | $266,035 |
| July 31, 2024 | 990 | $383,013 | $345,838 | $37,175 | $188,632 | $0 | $188,632 |
Financial details: 990 for the year ended July 31, 2026
Revenue
- Contributions, gifts and grants
- $689,163
- Program service revenue
- $56,428
- Investment income
- $3,170
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $331,520
- Salaries, compensation and benefits (total)
- $360,270
- Professional fundraising fees
- $0
- Accounting fees
- $9,987
- Occupancy
- $20,400
- Program services (functional)
- $510,104
Balance sheet and other
- Total assets, start of year
- $266,035
- Total assets, end of year
- $504,692
- Total liabilities, end of year
- $0
- Net assets, end of year
- $504,692
- Net assets without donor restrictions
- $504,692
- Gross receipts
- $748,761
- Employees
- 12
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY LEE | VICE-PRESIDE Trustee or director, Officer | – | $0 |
| ALEX LOWDER | BOARD MEMBER Trustee or director | – | $0 |
| ANNE MYERS | BOARD MEMBER Trustee or director | – | $0 |
| AMY PHIBBS | TREASURER Trustee or director, Officer | – | $0 |
| JASON PHIBBS | PRESIDENT Trustee or director, Officer | – | $0 |
| MEREDITH SMITH | SECRETARY Trustee or director, Officer | – | $0 |
990 for the year ended July 31, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY PHIBBS | TREASURER Trustee or director, Officer | 40 | $35,000 |
| WENDY LEE | VICE-PRESIDE Trustee or director, Officer | – | $0 |
| ALEX LOWDER | BOARD MEMBER Trustee or director | – | $0 |
| ANNE MYERS | BOARD MEMBER Trustee or director | – | $0 |
| JASON PHIBBS | PRESIDENT Trustee or director, Officer | – | $0 |
| MEREDITH SMITH | SECRETARY Trustee or director, Officer | – | $0 |
990 for the year ended July 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY PHIBBS | TREASURER Trustee or director, Officer | 40 | $35,000 |
| WENDY LEE | VICE-PRESIDE Trustee or director, Officer | – | $0 |
| JASON PHIBBS | PRESIDENT Trustee or director, Officer | – | $0 |
| MEREDITH SMITH | SECRETARY Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 48050A CLODFELTER RD, ALBEMARLE, NC 28001-8656
- Principal officer (990 for 2025)
- JASON PHIBBS, 48050A CLODFELTER ROAD, ALBEMARLE, NC 28001
- Signed the 990
- AMY PHIBBS, TREASURER
- Phone
- (704) 322-7445
- Return prepared by
- BEANE SWARINGEN & COMPANY PLLC
Mission
HERITAGE CLASSICAL ACADEMY (HCA) IS A NORTH CAROLINA NON-PROFIT CORPORATION CREATED TO ENGAGE IN EDUCATIONAL AND RELIGIOUS ACTIVITIES AS A TAX-EXEMPT ORGANIZATION WITHIN THE PRESCRIBED LIMITS OF 501(C)(3) OF THE INTERNAL REVENUE CODE
Program accomplishments
- ENGAGE IN EDUCATIONAL AND RELIGIOUS ACTIVITIESExpenses $510,104
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990 on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 84-3096845
- 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
- 2020
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $504,692
- Income (IRS master file)
- $748,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2026 | $748,761 | $510,104 | $504,692 | XML |
| 990 | July 2025 | $564,882 | $487,479 | $266,035 | XML |
| 990 | July 2024 | $383,013 | $345,838 | $188,632 | XML |
| 990 | July 2023 | $278,850 | $204,736 | $151,457 | IRS |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | 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 84-3096845).
Questions about HERITAGE CLASSICAL ACADEMY
- What is the EIN of HERITAGE CLASSICAL ACADEMY?
- The employer identification number (EIN) of HERITAGE CLASSICAL ACADEMY is 84-3096845.
- Is HERITAGE CLASSICAL ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to HERITAGE CLASSICAL ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE CLASSICAL ACADEMY 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 CLASSICAL ACADEMY due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE CLASSICAL ACADEMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2026.
- Who is the principal officer of HERITAGE CLASSICAL ACADEMY?
- The 990 for the year ended July 31, 2026 names JASON PHIBBS.
- Who are the officers and directors of HERITAGE CLASSICAL ACADEMY?
- The 990 for the year ended July 31, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does HERITAGE CLASSICAL ACADEMY have?
- On its 990 for the year ended July 31, 2026 it reported revenue of $748,761, expenses of $510,104 and total assets of $504,692 at year end.
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