2011-02-10T14:15:03-06:00 2010-06-30 COLE & REED PC 531 COUCH DRIVE SUITE 200 OKLAHOMA CITY OK 731022251 990 2009-07-01 730783395 HERITAGE HALL HERI 4057516797 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 MIKE COLLISON 4057516797 2011-01-31 true MARK R DYER 4052397961 2011-01-31 2009 2016-02-24 21:20:13Z WARREN ELKINS 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 12830801 false X WWW.HERITAGEHALL.COM X 1969 OK NONPROFIT PRIVATE EDUCATION 25 25 264 175 0 1535848 1152444 10780336 11648768 83433 29589 0 12399617 12830801 0 0 7291639 7750385 0 278376 4835059 4908758 12126698 12659143 272919 171658 27368962 27507721 1892244 1806915 25476718 25700806 NONPROFIT PRIVATE EDUCATION false false 8611844 INSTRUCTION AND SUPPLIES 1762058 STUDENT ACTIVITIES AND OTHER EDUCATIONAL PROGRAMS 10373902 true true false false false 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 true false false false false false false false false true 30 0 264 true false false false false false true true false false false true true 25 25 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 GUY A BRAMBLE 60.00 X 194265 0 22726 NICK CARTER 50.00 X 105000 0 0 299265 22726 3 false true false HO JANITORIAL SERVICE PO BOX 20971 OKLAHOMA CITY OK 73156 JANITORIAL 257530 C SCOTT COMPANY LC 3005 KENT DR OKLAHOMA CITY OK 73120 SECURITY 127236 NORTHWEST LAWN SERVICE INC P O BOX 7675 EDMOND OK 73083 LAWN MAINT. 113156 3 1152444 215000 1152444 TUITION & FEES 10791443 10791443 OTHER PROGRAM REVENUE 512234 512234 SUMMER SCHOOL 179858 179858 CHARGER KID CARE 86065 86065 STUDENT ACTIVITIES 79168 79168 11648768 29589 29589 12830801 11562703 115654 310765 256643 43113 11009 5905937 4877367 819344 209226 1015247 862960 152287 518436 440671 77765 22745 22745 279748 209811 69937 2504 2504 1276098 1276098 DEPARTMENTAL EXPENDITURES 1651543 1651543 PLANT OP & MAINTENANCE 593728 455512 138216 ADMINISTRATION 367809 367809 SUPPLIES 279824 184598 95226 INSURANCE 155697 155697 279062 156195 64726 58141 12659143 10373902 2006865 278376 1046578 1685657 2551949 1838005 1065053 717780 28553 32871 230220 271923 23192 2242 95462 101029 36775714 14502633 21766803 22273081 561152 585133 27368962 27507721 820736 781776 833927 779123 237581 246016 1892244 1806915 X 23439664 24371464 1315657 602576 721397 726766 25476718 25700806 27368962 27507721 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 833995 5700 53099 -1000 891794 942507 19082 -93641 -33953 833995 0.86500 0.13500 true false false 1052047 1052047 27272202 8338459 18933743 4013664 2809470 1204194 4437801 3354704 1083097 22273081 FUNDS HELD FOR STUDENT ORGANIZATIONS 246016 246016 12830801 12659143 171658 52430 52430 224088 12883231 52430 52430 12830801 12830801 12659143 12659143 12659143 SUPPLEMENTAL FINANCIAL INFORMATION SCHEDULE D, PAGE 4, PART XIV PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS TO SUPPORT OPERATIONS AND FACULTY ENRICHMENT. true true true 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. 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 186265 2000 6000 18226 4500 216991 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. X 1 215000 false false 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 CANDACE LISLE TRUSTEE TRUSTEE BUSINESS RELATIONSHIP ALLAN BROOKS BILL MYERS TRUSTEE TRUSTEE BUSINESS RELATIONSHIP ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11 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.