HERITAGE BEHAVIORAL HEALTH SYSTEMS INC

EIN: 870574417 501(c)(3) Education

PROVO, UT

Total Revenue
$162,009
Total Expenses
$949,103
Total Assets
$25,678,687
Net Assets
$22,241,964
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
UT
Principal Officer
KEVIN CURTIS
Phone
8012264600
Tax Period
2024-07-01 to 2025-06-30

HERITAGE BEHAVIORAL HEALTH SYSTEMS INC, founded in 2008, is a small nonprofit in the Education sector that reported $162K in total revenue in fiscal year 2024. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $949K exceeded revenue, resulting in a 486% operating deficit.

Mission

TO PROVIDE FACILITES AND MANAGEMENT SERVICES TO HERITAGE SCHOOL, A SCHOOL THAT PROVIDES THERAPUTIC TREATMENT TO ADOLESCENTS IN A SCHOOL SETTING.

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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 $2,000
Program Service Revenue $110,438
Investment Income $49,571
Other Revenue $0
TOTAL REVENUE $162,009

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $775,546
Other Expenses $949,103
TOTAL EXPENSES $949,103

Year-over-Year Comparison

2024 2023 Change
Revenue $162,009 $1,177,990 -0.9%
Expenses $949,103 $784,272 +0.2%
Net Income $-787,094 $393,718 -3.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
6
Employees
N/A
Volunteers
N/A

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
2
$453,086
Total Directors
6
$14,500
Key Employees
2
$394,590
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVENSON SMITH BOARD MEMBER 1.00
Director
$0 $0 $3,000
JALEE CLARKE BOARD MEMBER 1.00
Director
$0 $0 $2,000
BRAD JACKMAN BOARD MEMBER 1.00
Director
$0 $0 $3,500
JAMES EVANS BOARD MEMBER 1.00
Director
$0 $0 $2,000
STACY EDGINGTON BOARD MEMBER 1.00
Director
$0 $0 $2,000
JINI ROBY BOARD MEMBER 1.00
Director
$0 $0 $2,000
KEVIN CURTIS CHIEF OPERATING OFFICER 40.00
Officer
$0 $0 $215,822
KEVEN DOWNS CHIEF EXECUTIVE OFFICER 40.00
Officer
$0 $0 $237,264
JAMIS LEEPER MEDICAL DIRECTOR 40.00
Key Emp
$0 $0 $243,055
ALEX REID DIGITAL SERVICES DIRECTOR 40.00
Key Emp
$0 $0 $151,535
NEIL WALLACE EXECUTIVE DIRECTOR 40.00
Highest
$0 $0 $149,774
DISA BROCK NURSE PRACTIONER 40.00
Highest
$0 $0 $139,264
CLINT PETERSON NURSE PRACTIONER 40.00
Highest
$0 $0 $160,790
BRAD FRY EXECUTIVE DIRECTOR 40.00
Highest
$0 $0 $139,782
GEORGE BALLEW CLINICAL SERVICES 40.00
Highest
$0 $0 $128,550
GERALD SPANOS CURRENT BOARD CHAIRMAN 40.00
$0 $0 $124,680
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 $162,009 $949,103 $25,678,687 $-787,094
2024 $1,177,990 $784,272 $24,846,518 $393,718
2023 $1,072,226 $673,600 $24,680,853 $398,626
2022 $887,486 $588,735 $22,280,794 $298,751
2021 $964,576 $588,462 $21,937,963 $376,114
2020 $1,316,567 $494,577 $21,563,179 $821,990
2019 $1,355,405 $513,637 $21,198,243 $841,768
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