Heritage Schools Inc
Donations deductibleRevenue
$21.9m
year to 30 June 2025
Expenses
$22.1m
year to 30 June 2025
Total assets
$2.2m
$5.7m liabilities
Net assets
Minus $3.5m
assets less liabilities
Directors and trustees
8
6.8y av
Staff
617
employees, year to 30 June 2025
Chair observed
≥4 yrs
Gerald Spanos
Left since last filing
0
no seats appear to have opened
Heritage Schools Inc's network
8 people2 organisationsi8 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (8) 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
8 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.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Gerald Spanos Chair | Current Board Chairman | 2019 | 7 yrs |
| Brad Jackman | Board Member | 2019 | 7 yrs |
| Jalee Clarke | Board Member | 2019 | 7 yrs |
| James Evans | Board Member | 2020 | 6 yrs |
| Jini Roby | Board Member | 2021 | 5 yrs |
| Richard Evans | Board Member | 2019 | 7 yrs |
| Stacy Edgington | Board Member | 2021 | 5 yrs |
| Stevenson G Smith | Board Member | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
10 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alex Reid | Digital Services Director | since 2020 |
| Alina Chatterley | Admission Director | 2022 |
| Clint Peterson | Nurse Practioner | 2023 |
| Disa Brock | Nurse Practioner | since 2021 |
| Jamis Leeper | Medical Director | since 2020 |
| Keven Curtis | Chief Operating Officer | since 2019 |
| Kevin Downs | Executive Director | since 2019 |
| McKay Livingston | Executive Director | 2023 |
| Neil Wallace | Executive Director | since 2021 |
| Ryan Walton | Admission Director | 2022 |
Pay and hours
year to 30 June 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.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jamis Leeper | Medical Director | 40 | $243k | ||
| Kevin Downs | Chief Executive Officer | 40 | $237k | ||
| Keven Curtis | Chief Operating Officer | 40 | $216k | ||
| Clint Peterson | Nurse Practioner | 40 | $161k | ||
| Alex Reid | Digital Services Director | 40 | $152k | ||
| Neil Wallace | Executive Director | 40 | $150k | ||
| Brad Fry | Executive Director | 40 | $140k | ||
| Disa Brock | Nurse Practioner | 40 | $139k | ||
| George Ballew | Clinical Services | 40 | $129k | ||
| Gerald Spanos | Current Board Chairman | 40 | $125k | ||
| Brad Jackman | Board Member | 1 | $4k | ||
| Stevenson G Smith | Board Member | 1 | $3k | ||
| Jalee Clarke | Board Member | 1 | $2k | ||
| James Evans | Board Member | 1 | $2k | ||
| Stacy Edgington | Board Member | 1 | $2k | ||
| Jini Roby | Board Member | 1 | $2k |
About
- Legal name
- Heritage Schools Inc
- EIN
- 870514958
- Address
- 5600 Heritage School Dr, Provo, UT, 84604-7701
- State
- Utah
- 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. (as filed on the Form 990)
- Activity (NTEE)
- F31Z Mental health and crisis intervention
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mental Health & Crisis Intervention
- Size band
- 6 (IRS master file code)
- Formed
- 1993
- Principal officer
- Kevin Curtis (as named on the Form 990)
- IRS ruling date
- 1 June 1997
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsGerald Spanos
≥7years on the filingsBrad Jackman
≥7years on the filingsJalee Clarke
≥7years on the filingsRichard Evans
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $2.2m
- Total liabilities
- $5.7m
- Net assets or fund balances
- Minus $3.5m
- Contributions and grants received
- $37k
- Program service revenue
- $21.9m
- Employees
- 617