2013-02-28T16:53:47-06:00 2012-06-30 COLE & REED PC 531 COUCH DR OKLAHOMA CITY OK 731022251 990 2011-07-01 730783395 HERITAGE HALL HERI 4057516797 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 MIKE COLLISON 4057516797 2013-02-19 true JEFFREY COLLINS 4052397961 2013-02-21 2011 2016-03-07 17:11:31Z WARREN ELKINS 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 13568464 false X WWW.HERITAGEHALL.COM X 1969 OK NONPROFIT PRIVATE EDUCATION 26 26 274 175 0 948582 1321471 12095098 12225989 15424 14984 0 13059104 13562444 0 0 8188239 8671454 0 320695 4915729 5040539 13103968 13711993 -44864 -149549 27916646 28672003 2146436 3039957 25770210 25632046 NONPROFIT PRIVATE EDUCATION false false 9637074 INSTRUCTION AND SUPPLIES 1845929 STUDENT ACTIVITIES AND OTHER EDUCATIONAL PROGRAMS 11483003 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 false true 28 0 274 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 RUSTY CASTON 2.00 X 0 0 0 RAY COHLMIA 2.00 X 0 0 0 MIKE COLLISON 2.00 X 0 0 0 PETER DELANEY 2.00 X 0 0 0 STEVE FOERSTER 2.00 X 0 0 0 DEBBIE BOLDING 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 JOE C LEWALLEN JR 2.00 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 JAYESH PANCHAL 2.00 X 0 0 0 BOB PORTMAN 2.00 X 0 0 0 ELI RESHEF 2.00 X 0 0 0 BILL MYERS 2.00 X 0 0 0 JENNIFER SHADID 2.00 X 0 0 0 AMY CROWLEY 2.00 X 0 0 0 GUY A BRAMBLE 60.00 X 214000 0 26048 NICK CARTER 50.00 X 125000 0 0 WARREN K ELKINS 50.00 X 121750 0 0 WILL V WEBB 50.00 X 111499 0 0 RODNEY K WARNER 50.00 X 100625 0 0 672874 26048 5 false true false HO JANITORIAL SERVICE PO BOX 20971 OKLAHOMA CITY OK 73156 JANITORIAL 276405 C SCOTT COMPANY LC 3005 KENT DR OKLAHOMA CITY OK 73120 SECURITY 131758 NORTHWEST LAWN SERVICE INC P O BOX 7675 EDMOND OK 73083 LAWN MAINT. 113624 3 1321471 1321471 TUITION & FEES 611600 11434668 11434668 OTHER PROGRAM REVENUE 611600 463365 463365 SUMMER SCHOOL 611600 142181 142181 STUDENT ACTIVITIES 611600 93840 93840 CHARGER KID CARE 611600 91935 91935 12225989 10679 10679 10325 6020 4305 4305 4305 13562444 12134054 106919 214000 182502 23942 7556 6704326 5709987 750057 244282 1197305 1017709 179596 555823 472449 83374 35050 35050 24265 24265 291602 218701 72901 2856 2856 4515 4515 1317636 1317636 DEPARTMENTAL EXPENDITURES 1699708 1699708 PLANT OP & MAINTENANCE 558734 419049 139685 SUPPLIES 340508 239186 101322 ADMINISTRATION 314860 314860 450805 198705 183243 68857 13711993 11483003 1908295 320695 2644663 2314598 1841422 3049901 350291 129194 21096 50613 278627 299172 5077 2987 97710 95427 38113413 16037417 22008567 22075996 669193 654115 27916646 28672003 1208234 1920940 723943 866717 214259 252300 2146436 3039957 X 24221109 23507916 821246 1396919 727855 727211 25770210 25632046 27916646 28672003 -149549 11385 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 972004 300 11441 -37091 946654 891794 1900 114457 -36147 972004 833995 5700 53099 -1000 891794 0.76820 0.23180 true false false 1052047 1052047 27980178 9840550 18139628 4171158 3204556 966602 4891130 2992311 1898819 22057096 FUNDS HELD FOR STUDENT ORGANIZATIONS 252300 252300 13562444 13711993 -149549 11385 11385 -138164 13573829 11385 11385 13562444 13562444 13711993 13711993 13711993 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 2008. SUPPLEMENTAL FINANCIAL INFORMATION SCHEDULE D, PAGE 4, PART XIV INTENDED USES FOR ENDOWMENT FUNDS INTENDED USES FOR THE ENDOWMENT FUNDS ARE TO SUPPORT OPERATIONS AND FACULTY ENRICHMENT. true true true true true true true false false false false false false false false false false true X true true X X X X false false false false false false false false false GUY A BRAMBLE 208000 6000 20800 5248 240048 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 REVIEWERED 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 JEFF OAKLEY MARK ALLEN TRUSTEE TRUSTEE BUSINESS RELATIONSHIP DEBBIE BOLDING BRYAN BOLDING TRUSTEE TRUSTEE PERSONAL RELATIONSHIP ALLAN BROOKS BILL MYERS TRUSTEE TRUSTEE BUSINESS RELATIONSHIP JEFF OAKLEY RUSTY CASTON 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.