HERITAGE SCHOOLS INC

Address
5600 N HERITAGE SCHOOL DR
PROVO, UT 84604
Contact
Website: http://www.heritagertc.org
Phone: +1 (801) 226-4600
Nonprofit
NTEE: F33 - Group Home, Residential Treatment Facility - Mental Health Related
EIN: 87-0514958

Mission

THE CORPORATION SHALL OPERATE A RESIDENTIAL TREATMENT FACILITY IN ORDER TO PROVIDE COST EFFECTIVE AND HIGH QUALITY THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL SETTING.
 20162015201420132012
Basic features of the organization
Year of formation1993
Subsection code03
PF filing required0    
Metropolitan statistical area6520
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$354,985.00$86,538.00  $205,769.00
Sum of reportable (W2/1099) compensation$354,985.00$202,613.00$273,549.00$352,480.00$239,830.00
Number of employees306476458424450
Number of people compensated >$100k21221
Number of volunteers0030300
Number of highly compensated contractors0000 
Personnel
Brinley, Derry
Title  PSYCHIATRISTPSYCHIATRISTPSYCHIATRIST
Name of key/compensated person  DERRY BRINLEYDERRY BRINLEYDERRY BRINLEY
Position of compensated person
Current key employee (> $150k)    True
Highest compensated employees (>$100k)  TrueTrue 
Average hours per week working for org  40.0040.0040.00
Reportable compensation from org  $136,612.00$207,001.00$205,769.00
Breakdown of reportable comp
Base reportable compensation from org   $204,901.00$205,339.00
Bonus and incentive reportable compensation   $1,356.00$0.00
Other reportable compensation from org   $744.00$430.00
Retirement and other deferred compensation   $1,500.00$0.00
Nontaxable benefits from org   $14,807.00$14,124.00
Compensation from org previously reported as deferred   $0.00$0.00
Other comp, non-reportable, from org and related orgs  $5,272.00$16,307.00$14,124.00
Sum of all compensation from org   $223,308.00$219,893.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Brown, Jeremy
Title CHIEF FINANCIAL OFFICCHIEF FINANCIAL OFFICERCHIEF FINANCIAL OFFICERCHIEF FINANCIAL OFFICER
Name of key/compensated person JEREMY BROWNJEREMY BROWNJEREMY BROWNJEREMY BROWN
Position of compensated person
Average hours per week working for org 40.0040.0040.0040.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org  $0.00$0.00$0.00
Bonus and incentive reportable compensation  $0.00$0.00$0.00
Other reportable compensation from org  $0.00$0.00$0.00
Retirement and other deferred compensation  $0.00$0.00$0.00
Nontaxable benefits from org  $0.00$0.00$0.00
Compensation from org previously reported as deferred  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $8,645.00$18,935.00$22,904.00$22,075.00
Sum of all compensation from org  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $71,181.00$138,972.00$146,423.00$147,607.00
Camp, Heidi
Title  BOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated person  HEIDI CAMPHEIDI CAMPHEIDI CAMP
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $2,000.00$2,500.00$2,000.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Clarke, Jalee
TitleBOARD MEMBERBOARD MEMBER   
Name of key/compensated personJALEE CLARKEJALEE CLARKE   
Position of compensated person
Average hours per week working for org1.001.00   
Reportable compensation from org$740.00$740.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Conder, Annetta
Title HUMAN RESOURCEHUMAN RESOURCEHUMAN RESOURCEHUMAN RESOURCE
Name of key/compensated person ANNETTA CONDERANNETTA CONDERANNETTA CONDERANNETTA CONDER
Position of compensated person
Average hours per week working for org 40.0040.0040.0040.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org  $0.00$0.00$0.00
Bonus and incentive reportable compensation  $0.00$0.00$0.00
Other reportable compensation from org  $0.00$0.00$0.00
Retirement and other deferred compensation  $0.00$0.00$0.00
Nontaxable benefits from org  $0.00$0.00$0.00
Compensation from org previously reported as deferred  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $10,222.00$29,360.00$24,017.00$21,455.00
Sum of all compensation from org  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $75,113.00$125,506.00$132,865.00$131,377.00
Curtis, Keven
TitleCHIEF OPERATING OFFICERCHIEF OPERATING OFFICER   
Name of key/compensated personKEVEN CURTISKEVEN CURTIS   
Position of compensated person
Average hours per week working for org40.0040.00   
Reportable compensation from org$101,175.00$13,541.00   
Other comp, non-reportable, from org and related orgs$12,743.00$10,082.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$44,452.00   
Davis, Pat
Title  BOARD MEMBER/SECRETARYBOARD MEMBER/SECRETARYBOARD MEMBER/SECRETARY
Name of key/compensated person  PAT DAVISPAT DAVISPAT DAVIS
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $2,000.00$2,000.00$12,000.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Downs, Kevin
TitleEXECUTIVE DIRECTOREXECUTIVE DIRECTOR   
Name of key/compensated personKEVIN DOWNSKEVIN DOWNS   
Position of compensated person
Average hours per week working for org40.0040.00   
Reportable compensation from org$91,294.00$33,668.00   
Other comp, non-reportable, from org and related orgs$12,632.00$15,962.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$37,782.00   
Evans, Richard
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated personRICHARD EVANSRICHARD EVANSRICHARD EVANSRICHARD EVANSRICHARD EVANS
Position of compensated person
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$6,544.00$5,367.00$3,825.00$9,355.00$2,450.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$9,764.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Francom, Paul
Title NURSE PRACTITIONERNURSE PRACTITIONERNURSE PRACTITIONER 
Name of key/compensated person PAUL FRANCOMPAUL FRANCOMPAUL FRANCOM 
Position of compensated person
Highest compensated employees (>$100k) TrueTrueTrue 
Average hours per week working for org 40.0040.0040.00 
Reportable compensation from org $116,075.00$116,017.00$118,374.00 
Other comp, non-reportable, from org and related orgs $10,157.00$9,684.00$9,810.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Jackman, Brad
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated personBRAD JACKMANBRAD JACKMANBRAD JACKMANBRAD JACKMANBRAD JACKMAN
Position of compensated person
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$3,500.00$3,500.00$3,000.00$3,500.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$9,504.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Smith, Stevenson
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated personSTEVENSON G SMITHSTEVENSON G SMITHSTEVENSON G SMITHSTEVENSON G SMITHSTEVENSON G SMITH
Position of compensated person
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$9,255.00$8,200.00$8,095.00$7,250.00$15,611.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Spanos, Gerald
TitleCEO/CURRENT BOARD CHAIRMANCEO/CURRENT BOARD CHAIRMANCEO/CURRENT BOARD CHAIRMAN  
Name of key/compensated personGERALD SPANOSGERALD SPANOSGERALD SPANOS  
Position of compensated person
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$140,477.00$19,522.00$0.00  
Breakdown of reportable comp
Base reportable compensation from org$140,477.00    
Bonus and incentive reportable compensation$0.00    
Other reportable compensation from org$0.00    
Retirement and other deferred compensation$0.00    
Nontaxable benefits from org$18,787.00    
Compensation from org previously reported as deferred$0.00    
Other comp, non-reportable, from org and related orgs$18,787.00$20,543.00$13,087.00  
Sum of all compensation from org$159,264.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$102,596.00$132,386.00  
Spanos, Jerry
Title   CEO/CURRENT BOARD CHAIRMANFORMER CEO/CURRENT BOARD C
Name of key/compensated person   JERRY SPANOSJERRY SPANOS
Position of compensated person
Average hours per week working for org   40.001.00
Reportable compensation from org   $0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org    $0.00
Bonus and incentive reportable compensation    $0.00
Other reportable compensation from org    $0.00
Retirement and other deferred compensation    $0.00
Nontaxable benefits from org    $0.00
Compensation from org previously reported as deferred    $0.00
Other comp, non-reportable, from org and related orgs   $15,934.00$14,124.00
Sum of all compensation from org    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $121,550.00$147,692.00
Taggert, Richard
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated personRICHARD TAGGERTRICHARD TAGGERTRICHARD TAGGERTRICHARD TAGGERTRICHARD TAGGERT
Position of compensated person
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$2,000.00$2,000.00$2,000.00$2,500.00$2,000.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Taylor, Ernie
Title CLINICAL DIRECTORCLINICAL DIRECTORCLINICAL DIRECTORCLINICAL DIRECTOR
Name of key/compensated person ERNIE TAYLORERNIE TAYLORERNIE TAYLORERNIE TAYLOR
Position of compensated person
Average hours per week working for org 40.0040.0040.0040.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org  $0.00$0.00$0.00
Bonus and incentive reportable compensation  $0.00$0.00$0.00
Other reportable compensation from org  $0.00$0.00$0.00
Retirement and other deferred compensation  $0.00$0.00$0.00
Nontaxable benefits from org  $0.00$0.00$0.00
Compensation from org previously reported as deferred  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $4,264.00$25,616.00$22,673.00$22,028.00
Sum of all compensation from org  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $52,682.00$124,999.00$138,929.00$140,551.00
Zaugg, Glen
Title   FORMER CEO/FORMER BOARD MEMBERCEO/PRESIDENT
Name of key/compensated person   GLEN ZAUGGGLEN ZAUGG
Position of compensated person
Average hours per week working for org   40.0040.00
Reportable compensation from org   $0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org   $0.00$0.00
Bonus and incentive reportable compensation   $0.00$0.00
Other reportable compensation from org   $0.00$0.00
Retirement and other deferred compensation   $0.00$0.00
Nontaxable benefits from org   $0.00$0.00
Compensation from org previously reported as deferred   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $81,735.00$24,400.00
Sum of all compensation from org   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $253,599.00$196,838.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesPROVIDE COST EFFECTIVE AND HIGH QUALITY THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL ENVIRONMENTPROVIDE COST EFFECTIVE AND HIGH QUALITY THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL ENVIRONMENTPROVIDE COST EFFECTIVE AND HIGH QUALITY THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL ENVIRONMENTPROVIDE COST EFFECTIVE AND HIGH QUALITY THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL ENVIRONMENTPROVIDE COST EFFECTIVE AND HIGH QUALITY THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL ENVIRONMENT
Program service expenses, total$13,532,700.00$14,847,507.00$15,034,639.00$13,510,484.00$15,522,039.00
Programs, including revenue & expenses
RESIDENTIAL TREATMENT FACILITY FOR PSYCHIATRIC TREATMENT OF ADOLESCENTS.
Program expenses$13,532,700.00$14,847,507.00$15,034,639.00$13,510,484.00$15,522,039.00
Grants and allocations made$15,500.00    
Program revenue$14,697,795.00$15,368,813.00$14,931,437.00$14,733,568.00$16,716,508.00
Program descriptionRESIDENTIAL TREATMENT FACILITY FOR PSYCHIATRIC TREATMENT OF ADOLESCENTS.RESIDENTIAL TREATMENT FACILITY FOR PSYCHIATRIC TREATMENT OF ADOLESCENTS.RESIDENTIAL TREATMENT FACILITY FOR PSYCHIATRIC TREATMENT OF ADOLESCENTS.RESIDENTIAL TREATMENT FACILITY FOR PSYCHIATRIC TREATMENT OF ADOLESCENTS.RESIDENTIAL TREATMENT FACILITY FOR PSYCHIATRIC TREATMENT OF ADOLESCENTS.
Financial data
Revenue
Total revenue$14,912,473.00$15,368,813.00$14,931,437.00$14,733,568.00$16,716,508.00
Revenue from contributions (total)$214,678.00$0.00$0.00$0.00$0.00
Investment income, current yr$0.00$0.00$0.00$34.00$84.00
Total revenue from grants, etc., current yr$214,678.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$14,697,795.00$15,368,813.00$14,931,437.00$14,733,534.00$16,716,424.00
Gross receipts$14,912,473.00$15,368,813.00$14,931,437.00$14,733,568.00$16,716,508.00
Sources of contributions
Revenue from all other contributions$214,678.00    
Other types of revenue
Income from dividends, interest, and similar investments   $34.00$84.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$14,841,322.00$15,644,640.00$15,528,158.00$15,248,103.00$17,377,320.00
Total functional expenses: program service $13,532,700.00$14,847,507.00$15,034,639.00$13,510,484.00$15,522,039.00
Total functional expenses: management and general$1,249,239.00$797,133.00$493,519.00$1,737,619.00$1,855,281.00
Total functional expenses: fundraising$59,383.00$0.00$0.00$0.00$0.00
Fees for services
Legal fees (total)   $10,429.00$14,242.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)   $1,154,648.00$953,878.00
Assets and liabilities
Total assets$4,420,785.00$4,219,669.00$4,217,942.00$4,150,105.00$4,091,580.00
Total assets, beginning of year$4,219,669.00$4,217,942.00$4,150,105.00$4,091,580.00$3,807,073.00
Total liabilities$6,472,711.00$6,342,746.00$6,065,192.00$5,417,265.00$4,844,206.00
Total liabilities, beginning of year$6,342,746.00$6,065,192.00$5,417,265.00$4,844,206.00$3,898,887.00
Unrestricted net assets, end of yr-$2,051,926.00-$2,123,077.00-$1,847,250.00-$1,267,160.00-$752,626.00
Temporarily restricted net assets    $0.00
Net assets-$2,051,926.00-$2,123,077.00-$1,847,250.00-$1,267,160.00-$752,626.00
Net assets, beginning of year-$2,123,077.00-$1,847,250.00-$1,267,160.00-$752,626.00-$91,814.00
Other liabilities$4,403,563.00$4,367,346.00$3,558,971.00$2,936,327.00$2,362,479.00
Cash: non-interest bearing$1,703,666.00$558,289.00$702,286.00$502,427.00$37,612.00
Cash: non-interest bearing, beginning of year$558,289.00$702,286.00$502,427.00$37,612.00$894,740.00
Loans and other payables to key persons$1,041,518.00$1,107,513.00$1,170,197.00$1,230,066.00$1,287,022.00
Other financial variables
Revenue less expenses$71,151.00-$275,827.00-$596,721.00-$514,535.00-$660,812.00
Advertising (total) $11,670.00$8,092.00$68,520.00$77,623.00
Accounts receivable, net$2,658,776.00$3,508,734.00$3,432,340.00$3,615,036.00$4,001,569.00
Prepaid expenses & deferred charges$58,343.00$152,646.00$83,316.00$32,642.00$52,399.00
Accounts payable & accrued expenses$928,706.00$867,887.00$1,336,024.00$1,250,872.00$1,194,705.00
Deferred revenue$98,924.00    
Total net assets or fund balances-$2,051,926.00-$2,123,077.00-$1,847,250.00-$1,267,160.00-$752,626.00
Governance and accountability
Number of voting members66778
Number of independent voting members55556
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Outstanding loan to key person or disqualified personTrueTrueTrueTrueTrue
Org has controlled entityTrueTrueTrue  
Org transacted with controlled entityTrueTrueTrue  
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-01-122017-03-302016-02-182014-12-292013-12-31
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201713199349309271201623199349311627201543209349310514201443219349304379201303199349307085
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