2015-03-05T16:28:47-06:00 2014-06-30 420714325 MCGLADREY LLP 531 COUCH DR OKLAHOMA CITY OK 731022251 990 2013-07-01 730783395 HERITAGE HALL HERI 4057516797 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 WARREN ELKINS CFO 4057516797 2015-02-19 true JEFFREY COLLINS P00044119 4052397961 2015-02-27 2013 2016-03-07 17:11:31Z WARREN ELKINS 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 14598482 false X WWW.HERITAGEHALL.COM X 1969 OK NONPROFIT PRIVATE EDUCATION 24 24 264 165 0 741664 1584307 12756259 12993654 20669 20521 0 13518592 14598482 0 0 8945339 9240406 0 465823 5205086 5154949 14150425 14395355 -631833 203127 27874306 27591773 2811992 2237509 25062314 25354264 NONPROFIT PRIVATE EDUCATION false false 10124849 INSTRUCTION AND SUPPLIES 1766541 STUDENT ACTIVITIES AND OTHER EDUCATIONAL PROGRAMS 11891390 true true false false false false false false false true true false false false true true true false true false false false false false false false false false false true false false false false false true false false false false false false false false false false false true 21 0 264 true false false false false false true true false false false true true false X 24 24 true false false false false false false true true false false true true true true true true true true false OK X X WARREN ELKINS 4057516797 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 X MARK ALLEN TRUSTEE 2.00 X 0 0 0 ALLAN BROOKS TRUSTEE 2.00 X 0 0 0 MATT BROWN TRUSTEE 2.00 X 0 0 0 BOB DACE TRUSTEE 2.00 X 0 0 0 RAY COHLMIA TRUSTEE 2.00 X 0 0 0 MIKE COLLISON TRUSTEE 2.00 X 0 0 0 MARK EPHRAIM TRUSTEE 2.00 X 0 0 0 RICK HANSING TRUSTEE 2.00 X 0 0 0 BILL BONDURANT TRUSTEE 2.00 X 0 0 0 DAVID RAINBOLT TRUSTEE 2.00 X 0 0 0 JOHN KENNEDY TRUSTEE 4.00 X 0 0 0 CANDACE WILLIAMS LISLE TRUSTEE 4.00 X 0 0 0 KELLEY MEACHAM TRUSTEE 2.00 X 0 0 0 SEAN TRAUSCHKE TRUSTEE 2.00 X 0 0 0 TOM MORGAN TRUSTEE 2.00 X 0 0 0 JEFF OAKLEY TRUSTEE 2.00 X 0 0 0 LAURA KERR OGLE TRUSTEE 2.00 X 0 0 0 BOB PORTMAN TRUSTEE 2.00 X 0 0 0 BILL MYERS TRUSTEE 2.00 X 0 0 0 AMY CROWLEY TRUSTEE 2.00 X 0 0 0 JANET MCLAIN TRUSTEE 2.00 X 0 0 0 TIM MCLAUGHLIN TRUSTEE 2.00 X 0 0 0 TERRYL ZERBY TRUSTEE 2.00 X 0 0 0 REVAN MCQUEEN TRUSTEE 2.00 X 0 0 0 GUY A BRAMBLE HEADMASTER 60.00 X 248120 0 27583 NICK CARTER ASSISTANT HE 50.00 X 132500 0 0 JOHN HILLIS VP INST ADVA 50.00 X 126500 0 0 WARREN K ELKINS CFO 50.00 X 126400 0 0 RODNEY K WARNER ATHLETIC DIR 50.00 X 104250 0 0 737770 27583 5 false true false HO JANITORIAL SERVICE PO BOX 20971 OKLAHOMA CITY OK 73156 JANITORIAL 285155 C SCOTT COMPANY LC 3005 KENT DR OKLAHOMA CITY OK 73120 SECURITY 136771 NORTHWEST LAWN MAINTENANCE PO BOX 7675 EDMOND OK 73083 112682 3 1584307 1584307 TUITION & FEES 611600 12219669 12219669 OTHER PROGRAM REVENUE 611600 437027 437027 SUMMER SCHOOL 611600 178207 178207 CHARGER KID CARE 611600 95295 95295 STUDENT ACTIVITIES 611600 63456 63456 12993654 18564 18564 1957 1957 1957 1957 14598482 12900316 113859 248120 208767 27525 11828 7040934 5924217 781086 335631 1368078 1128205 199095 40778 583274 473189 83504 26581 35900 35900 28552 28552 271164 203373 67791 4221 4221 17586 17586 1455378 1455378 DEPARTMENTAL EXPENDITURES 1551689 1551689 PLANT OP & MAINTENANCE 605322 453991 151331 ADMINISTRATION 317801 317801 SUPPLIES 315599 217777 97822 551737 252997 247735 51005 14395355 11891390 2038142 465823 2321778 3076610 3500000 3200000 11330 13500 52030 44308 302980 308299 2827 2685 133737 150526 39037282 18960765 20872628 20076517 676996 719328 27874306 27591773 1618629 1072839 939286 934192 254077 230478 2811992 2237509 X 22846176 22371178 1488631 2121270 727507 861816 25062314 25354264 27874306 27591773 203127 88823 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 985920 135150 88982 -38565 1171487 946654 150 146 -23130 985920 972004 300 11441 -37091 946654 891794 1900 114457 -36147 972004 833995 5700 53099 -1000 891794 0.73570 0.26430 true false 1052047 1052047 28247982 11358987 16888995 4393059 3486837 906222 5179798 4114941 1064857 19912121 FUNDS HELD FOR STUDENT ORGANIZATIONS 230478 230478 X 14687305 88823 88823 14598482 14598482 14395355 14395355 14395355 SCHEDULE D, PAGE 2, PART V, LINE 4 INTENDED USES FOR THE ENDOWMENT FUNDS ARE TO SUPPORT OPERATIONS AND FACULTY ENRICHMENT. SCHEDULE D, PAGE 3, PART X THE SCHOOL FOLLOWS ASC 740, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO, OR DISCLOSURE IN, THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 HERITAGE HALL INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARD ITS STUDENTS IN ALL ADVERTISEMENTS AND LITERATURE DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. X true true X X X X false false false false false false false false false GUY A BRAMBLE HEADMASTER 216485 25000 6635 21649 5934 275703 SCHEDULE J, PAGE 1, PART I, LINE 1A REGARDING DISCRETIONARY SPENDING, GUY A. BRAMBLE HAS DISCRETIONARY SPENDING AUTHORITY. THESE EXPENDITURES ARE REVIEWED AND OUT-OF-POCKET EXPENDITURES ARE REQUIRED TO BE REPORTED IN THE INCOME OF THE EMPLOYEE. TERRYL ZERBY TRUSTEE 44655 CONST CONTRACT false FORM 990, PAGE 6, PART VI, LINE 2 BOB DACE OTHER TRUSTEES TRUSTEE TRUSTEE BUSINESS RELATIONSHIP DAVID RAINBOLT OTHER TRUSTEES TRUSTEE TRUSTEE BUSINESS RELATIONSHIP REVAN MCQUEEN SEAN TRAUSCHKE TRUSTEE TRUSTEE BUSINESS RELATIONSHIP REVAN MCQUEEN DAVID RAINBOLT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD AND SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C ANNUAL WRITTEN DISCLOSURES ARE REQUIRED FROM ALL OFFICERS, DIRECTORS, AND TRUSTEES. THE WRITTEN DISCLOSURES ARE THEN REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR POTENTIAL CONFLCTS AND RESOLUTION. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD'S HEAD COMPENSATION COMMITTEE (WHICH IS COMPRISED OF THE CURRENT PRESIDENT, THE IMMEDIATE PAST-PRESIDENT AND THE TREASURER) REVIEWS THE COMPENSATION FOR THE SCHOOL'S HEADMASTER AND MAKES ANNUAL RECOMMENDATIONS TO THE BOARD. IN CONDUCTING THIS REVIEW, THE HEAD COMPENSATION COMMITTEE OBTAINS AND STUDIES COMPARABLE COMPENSATION DATA AND INFORMATION FOR OTHER HEADMASTERS AT PEER INSTITUTIONS, THIS INFORMATION IS GATHERED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST. THE BOARD CONSIDERS THE RECOMMENDATION OF THE HEAD COMPENSATION COMMITTEE AS A PART OF ITS ANNUAL PERSONNEL REVIEW OF THE HEADMASTER, AND THE DECISIONS ARE INCLUDED AS TERMS IN A WRITTEN EMPLOYMENT AGREEMENT BETWEEN THE SCHOOL AND THE HEADMASTER WHICH IS CONTEMPORANEOUSLY PREPARED AND EXECUTED. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR ALL OTHER EMPLOYEES OF THE SCHOOL IS SET AND REVIEWED BY THE HEADMASTER AND ADMINISTRATIVE STAFF, INCLUDING THE CHIEF FINANCIAL OFFICER, AND IS ULTIMATELY APPROVED BY THE BOARD GENERALLY AS PART OF THE SCHOOL'S BUDGET. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.