2014-02-25T15:32:31-06:00 2013-06-30 COLE & REED PC 531 COUCH DR OKLAHOMA CITY OK 731022251 990 2012-07-01 730783395 HERITAGE HALL HERI 4057516797 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 WARREN ELKINS 4057516797 2014-05-15 true JEFFREY COLLINS 4052397961 2014-02-19 2012 2015-11-30 17:44:51Z WARREN ELKINS 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 13518592 false X WWW.HERITAGEHALL.COM X 1969 OK NONPROFIT PRIVATE EDUCATION 26 26 278 175 0 1321471 741664 12226169 12756259 10679 20669 4125 0 13562444 13518592 0 0 8671453 8945339 0 388675 5040539 5205086 13711992 14150425 -149548 -631833 28672003 27874306 3039956 2811992 25632047 25062314 NONPROFIT PRIVATE EDUCATION false false 9955519 INSTRUCTION AND SUPPLIES 1901557 STUDENT ACTIVITIES AND OTHER EDUCATIONAL PROGRAMS 11857076 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 false false false false false false false false false false false false true 37 0 278 true false false false false false true true false false false true true false X 26 26 true false false false false false false true true false false true true true true true true true true false OK X X HERITAGE HALL 4057516797 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 MARK ALLEN 2.00 X 0 0 0 ALLAN BROOKS 2.00 X 0 0 0 MATT BROWN 2.00 X 0 0 0 BOB DACE 2.00 X 0 0 0 RAY COHLMIA 2.00 X 0 0 0 MIKE COLLISON 2.00 X 0 0 0 MARK EPHRAIM 2.00 X 0 0 0 RICK HANSING 2.00 X 0 0 0 CROSBY HARRIS 2.00 X 0 0 0 BILL BONDURANT 2.00 X 0 0 0 DAVID RAINBOLT 2.00 X 0 0 0 JOHN KENNEDY 4.00 X 0 0 0 CANDACE WILLIAMS LISLE 2.00 X 0 0 0 KELLEY MEACHAM 2.00 X 0 0 0 SEAN TRAUSCHKE 2.00 X 0 0 0 TOM MORGAN 2.00 X 0 0 0 JEFF OAKLEY 2.00 X 0 0 0 LAURA KERR OGLE 2.00 X 0 0 0 BOB PORTMAN 2.00 X 0 0 0 BILL MYERS 2.00 X 0 0 0 AMY CROWLEY 2.00 X 0 0 0 JANET MCLAIN 2.00 X 0 0 0 TIM MCLAUGHLIN 2.00 X 0 0 0 TERRYL ZERBY 2.00 X 0 0 0 GUY A BRAMBLE 60.00 X 218790 0 26969 NICK CARTER 50.00 X 127475 0 0 WARREN K ELKINS 50.00 X 124050 0 0 RODNEY K WARNER 50.00 X 104175 0 0 574490 26969 4 false true false HO JANITORIAL SERVICE PO BOX 20971 OKLAHOMA CITY OK 73156 JANITORIAL 279355 CENTIMARK CORPORATION PO BOX 360093 PITTSBURG PA 15251 ROOF REPAIR 220046 PREMIER STEEL ERECTORS 4317 SW 22ND ST OKLAHOMA CITY OK 73108 METAL REPAIR 140283 C SCOTT COMPANY LC 3005 KENT DR OKLAHOMA CITY OK 73120 SECURITY 137266 MECHANICAL CONCEPTS INC 3916 HARVARD AVE OKLAHOMA CITY OK 73122 HEAT & AIR 134316 5 741664 741664 TUITION & FEES 611600 11878199 11878199 OTHER PROGRAM REVENUE 611600 493730 493730 SUMMER SCHOOL 611600 197766 197766 CHARGER KID CARE 611600 101295 101295 STUDENT ACTIVITIES 611600 85269 85269 12756259 17258 17258 3411 3411 3411 3411 13518592 12658375 118553 218790 187400 23364 8026 6851465 5868482 731643 251340 1307511 1071595 189105 46811 567573 465571 82160 19842 33135 33135 19644 19644 256867 192650 64217 3581 3581 31994 31994 1505741 1505741 DEPARTMENTAL EXPENDITURES 1679820 1679820 PLANT OP & MAINTENANCE 520069 390051 130018 ADMINISTRATION 327463 327463 SUPPLIES 297838 206587 91251 528934 253604 212674 62656 14150425 11857076 1904674 388675 2314598 2321778 3049901 3500000 129194 11330 50613 52030 299172 302980 2987 2827 95427 133737 38408092 17535464 22075996 20872628 654115 676996 28672003 27874306 1920939 1618629 866717 939286 252300 254077 3039956 2811992 X 23507917 22846176 1396919 1488631 727211 727507 25632047 25062314 28672003 27874306 -631833 62100 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 946654 150 146 -23130 985920 972004 300 11441 -37091 946654 891794 1900 114457 -36147 972004 833995 5700 53099 -1000 891794 0.73790 0.26210 true false 1052047 1052047 28058988 10595287 17463701 4171158 3346387 824771 5052748 3593790 1458958 20799477 FUNDS HELD FOR STUDENT ORGANIZATIONS 254077 254077 X 13580932 62100 240 62340 13518592 13518592 14150665 240 240 14150425 14150425 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 INTENDED USES FOR THE ENDOWMENT FUNDS ARE TO SUPPORT OPERATIONS AND FACULTY ENRICHMENT. LIABILITY UNDER FIN 48 FOOTNOTE 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 2009. REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D LOSS ON SALE OF SECURITIES 240 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D LOSS ON SALE OF SECURITIES 240 true true true true true true true false false false false false false false false false false true PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION 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 212241 6549 21224 5745 245759 FRINGE OR EXPENSE EXPLANATION 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. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 ALLAN BROOKS BILL MYERS TRUSTEE TRUSTEE BUSINESS RELATIONSHIP TOM MORGAN BILL MYERS TRUSTEE TRUSTEE BUSINESS RELATIONSHIP JOHN KENNEDY DAVID RAINBOLT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP BOB DACE OTHER TRUSTEES TRUSTEE TRUSTEE BUSINESS RELATIONSHIP DAVID RAINBOLT OTHER TRUSTEES TRUSTEE TRUSTEE BUSINESS RELATIONSHIP ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 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. ENFORCEMENT OF CONFLICTS POLICY 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. COMPENSATION PROCESS FOR TOP OFFICIAL 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. COMPENSATION PROCESS FOR OFFICERS 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.