2012-03-06T10:36:39-06:00 2011-06-30 COLE & REED PC 531 COUCH DR OKLAHOMA CITY OK 731022251 990 2010-07-01 730783395 HERITAGE HALL HERI 4057516797 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 MIKE COLLISON 4057516797 2012-02-17 true MARK R DYER 4052397961 2012-03-02 2010 2016-02-24 21:20:13Z WARREN ELKINS 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 13059104 false X WWW.HERITAGEHALL.COM X 1969 OK NONPROFIT PRIVATE EDUCATION 26 26 262 175 0 1152444 948582 11648768 12095098 29589 15424 0 12830801 13059104 0 0 7750385 8188239 0 299318 4908758 4915729 12659143 13103968 171658 -44864 27507721 27916646 1806915 2146436 25700806 25770210 NONPROFIT PRIVATE EDUCATION false false 9170050 INSTRUCTION AND SUPPLIES 1742966 STUDENT ACTIVITIES AND OTHER EDUCATIONAL PROGRAMS 10913016 true true false false false false false false false true true false false false true false 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 false true 32 0 262 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 HERITAGE HALL 4057516797 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 MARK ALLEN 2.00 X 0 0 0 ALLAN BROOKS 4.00 X 0 0 0 MATT BROWN 2.00 X 0 0 0 RUSTY CASTON 4.00 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 BENNETT FULLER 2.00 X 0 0 0 CROSBY HARRIS 2.00 X 0 0 0 BOB HOWARD 2.00 X 0 0 0 LESLIE HUDSON 2.00 X 0 0 0 JOHN KENNEDY 2.00 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 LIZ MELTON 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 210000 0 25180 WARREN K ELKINS 50.00 X 119500 0 16422 NICK CARTER 50.00 X 108500 0 15682 438000 57284 3 false true false HO JANITORIAL SERVICE PO BOX 20971 OKLAHOMA CITY OK 73156 JANITORIAL 271451 C SCOTT COMPANY LC 3005 KENT DR OKLAHOMA CITY OK 73120 SECURITY 129960 NORTHWEST LAWN SERVICE INC P O BOX 7675 EDMOND OK 73083 LAWN MAINT. 114969 3 948582 948582 TUITION & FEES 611600 11042147 11042147 OTHER PROGRAM REVENUE 611600 723187 723187 SUMMER SCHOOL 611600 155700 155700 CHARGER KID CARE 611600 92509 92509 STUDENT ACTIVITIES 611600 81555 81555 12095098 15424 15424 13059104 12002589 107933 210000 178507 24045 7448 6356060 5402855 727776 225429 1084578 921891 162687 537601 456961 80640 37575 37575 27280 27280 289738 217303 72435 3720 3720 1326397 1326397 DEPARTMENTAL EXPENDITURES 1617492 1617492 PLANT OP & MAINTENANCE 488939 366704 122235 ADMINISTRATION 350440 350440 SUPPLIES 335216 230842 104374 INSURANCE 152805 152805 286127 190344 29342 66441 13103968 10913016 1891634 299318 1685657 2644663 1838005 1841422 717780 350291 32871 21096 271923 278627 2242 5077 101029 97710 37802037 15793470 22273081 22008567 585133 669193 27507721 27916646 781776 1208234 779123 723943 246016 214259 1806915 2146436 X 24371464 24221109 602576 821246 726766 727855 25700806 25770210 27507721 27916646 -44864 114268 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 891794 1900 114457 -36147 972004 833995 5700 53099 -1000 891794 942507 19082 -93641 -33953 833995 0.74880 0.25120 true false false 1052047 1052047 27933806 9089323 18844483 4160432 3013336 1147096 4655752 3690811 964941 22008567 FUNDS HELD FOR STUDENT ORGANIZATIONS 214259 214259 13059104 13103968 -44864 114268 114268 69404 13173372 114268 114268 13059104 13059104 13103968 13103968 13103968 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 INTENDED USES DOR 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 204000 6000 20400 4780 235180 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. OAKLEY'S INC TRUSTEE 7000 LANDSCAPE SERVICES false CASTON CONSTRUCTION TRUSTEE 262992 CONSTRUCTION false RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 JEFF OAKLEY MARK ALLEN TRUSTEE TRUSTEE BUSINESS RELATIONSHIP JEFF OAKLEY RUSTY CASTON TRUSTEE TRUSTEE BUSINESS RELATIONSHIP JEFF OAKLEY DAVID RAINBOLT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP JEFF OAKLEY PETE DELANEY TRUSTEE TRUSTEE BUSINESS RELATIONSHIP JEFF OAKLEY GUY BRAMBLE TRUSTEE TRUSTEE BUSINESS RELATIONSHIP JEFF OAKLEY BILL BONDURANT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP ALLAN BROOKS BILL MYERS TRUSTEE TRUSTEE BUSINESS RELATIONSHIP TOM MORGAN BILL MYERS 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.