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US nonprofit · EIN 742823746 · Lewisville, TXiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 742823746) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 August 2025: assets, liabilities, staff, website, telephone, pay.Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Heritage Academy Charter Schools Inc

Donations deductible
Revenue
$8.6m
year to 31 August 2025
Expenses
$8m
year to 31 August 2025
Total assets
$7.7m
$691k liabilities
Net assets
$7m
assets less liabilities
Directors and trustees
5
5.4 years on average
Staff
131
employees, year to 31 August 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
3
named in Part VII
How am I connected?

Heritage Academy Charter Schools Inc's network

5 people2 organisationsi5 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Berta MartinezMember2020
6 yrs
Delilah Lopez-LoyaCompany secretary2019
7 yrs
Dr Luis GonzalesMember2024
2 yrs
Richard FenglerPresident2019
7 yrs
Robert DavisonVice Preside2023
3 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Derrick ArmsteadVP of Operatsince 2023
Dr David LeeSuperintendesince 2018
Robert DavisonVice Presidesince 2019

Pay and hours

year to 31 August 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Robert DavisonVice Preside20$130k
Derrick ArmsteadVP of Operat40$105k
Lisa BowenSecretary$0
Richard FenglerMember$0
Aimee GiacamakisMember$0
Ben KlingeneinPresident$0
Delilah LoyaMember$0
Larry SparksVice Preside$0

About

Legal name
Heritage Academy Charter Schools Inc
EIN
742823746
Address
1301 Waters Ridge Dr, Lewisville, TX, 75057-6022
State
Texas
Mission
(as filed on the Form 990)
Activity (NTEE)
B20Z Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
7 (IRS master file code)
Formed
1997
Principal officer
Kalese Whitehurst (as named on the Form 990)
IRS ruling date
1 January 1998
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥7years on the filingsDelilah Lopez-Loya
≥7years on the filingsRichard Fengler
≥6years on the filingsBerta Martinez
≥3years on the filingsRobert Davison

Latest return

year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.
Total assets
$7.7m
Total liabilities
$691k
Net assets or fund balances
$7m
Contributions and grants received
$0
Program service revenue
$8.5m
Employees
131

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$8.4m$7.7m$633k

As filed on the IRS Form 990. US dollars.

State registration

1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.
Heritage Academy Charter Schools, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
State
Texas
Entity type
nonprofit corporation
Status
Active
Formed
13 February 1997
Registered agent
Not stated

This register does not publish officers or directors.