HERITAGE CHARTER ACADEMY INC

EIN: 452600372 501(c)(3) Education

CAPE CORAL, FL

Total Revenue
$2,627,983
Total Expenses
$2,633,180
Total Assets
$379,871
Net Assets
$-167,322
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
FL
Principal Officer
JOHN PANTAZES
Phone
2398295134
Tax Period
2024-07-01 to 2025-06-30

HERITAGE CHARTER ACADEMY INC, founded in 2010, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO OPERATE A PUBLIC CHARTER SCHOOL IN LEE COUNTY, FLORIDA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $132,731
Program Service Revenue $2,079,096
Investment Income $0
Other Revenue $416,156
TOTAL REVENUE $2,627,983

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,304,152
Other Expenses $2,633,180
TOTAL EXPENSES $2,633,180

Year-over-Year Comparison

2024 2023 Change
Revenue $2,627,983 $2,399,296 +0.1%
Expenses $2,633,180 $2,364,002 +0.1%
Net Income $-5,197 $35,294 -1.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
55
Volunteers
5

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
2
$0
Key Employees
1
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN PANTAZES PRESIDENT 1.00
Officer
$0 $0 $0
ALEXA HARDIN MEMBER 1.00
Director
$0 $0 $0
TINA PEGLER MEMBER 1.00
Director
$0 $0 $0
SHELLY HOMAN PRINCIPAL 40.00
Key Emp
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,627,983 $2,633,180 $379,871 $-5,197
2024 $2,399,296 $2,364,002 $884,693 $35,294
2023 $2,157,170 $2,142,603 $840,248 $14,567
2022 $1,780,104 $1,752,935 $1,000,232 $27,169
2021 $1,316,792 $1,393,653 $167,782 $-76,861
2020 $1,035,479 $1,197,382 $194,097 $-161,903
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