Heritage Hall
1800 NW 122nd St
Oklahoma City OK 73120-9524
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Heritage Hall
Mission Statement
It is the mission of Heritage Hall to inspire in each child the curiosity to learn, the self-confidence to lead, and the compassion to serve.
Contact Information
Contact Name Matthew Cloud
Contact email mcloud@heritagehall.com
Address 1800 NW 122nd St
Oklahoma City, OK 73120 9524
Phone (405) 749-3001
Fax 405-751-7372
County Oklahoma County
Alternate Phone 405 936-3167
How to Give
Donate to Endowment http://occf.org/hh/
Other ways to donate, support or volunteer Gifts can be made by check payable to Heritage Hall and mailed to the Office of Advancement, 1800 NW 122nd Street, Oklahoma City, OK 73120.  You can also make gifts by phone by calling the Advancement Office at 405.749.3001.
Financial Summary
 
 
Projected Revenue $13,954,105.00
Projected Expenses $13,612,605.00
History and Background
Former Names
NameYear
NA
Year Founded 1969
IRS Ruling Year 1970
Statements
Mission
It is the mission of Heritage Hall to inspire in each child the curiosity to learn, the self-confidence to lead, and the compassion to serve.
Background

In the fall of 1969 – a mere six weeks after conceiving the idea of establishing a new school – our founding fathers launched Heritage Hall with 142 students in grades 8-11 in the Sunday school rooms at All Souls Episcopal church. Thanks to the endorsement of Father Shaw, to the determination of visionary parents, and to the commitment of those seminal teachers and administrators, Heritage Hall thrived during its first year, enrolling new students every month and attaining a closing enrollment of 232 students. News of the School’s success spread, and additional teachers were hired to accommodate the growing student body. When the first senior class graduated in 1971, the school was 414 students strong in grades 7-12. Within five years, Heritage Hall’s enrollment had ballooned to 700 students in grades K-12, requiring additional leased space at First Christian Church and Belle Isle community Church. Land on NW 115th Street, between Penn and Western, was acquired in 1974 and all three divisions were finally consolidated on our current campus in January of 1978, when the new Lower School facility opened.

For the past 44 years, Heritage Hall has flourished thanks to an industrious faculty and an active parent body, who participate as partners in their children’s education. The most visible changes from the early years include a handsome and extensive physical plant as well as more numerous and rigorous academic programs from preschool through twelfth grade. The Heritage Hall community closely reflects the population of Oklahoma City: without external grants and at our own expense, we actively seek students and teachers who will enrich our school with the diversity of their racial, cultural, and socio-economic heritages. This past year, 870 students from more than 50 zip codes attended classes in the safe and supportive environment of a park-like, 102-acre campus. Our 112-member class of 2013 included 5 National Merit Scholars, achieved 100% graduation rate, and received acceptance letters to 93 universities. Like Oklahoma City itself, Heritage Hall has come a long way since its inception.

Impact

What distinguishes Heritage Hall from other schools?

• 15 Advanced Placement offerings 

• Three full-time college counselors 

• Languages: French, Latin, Chinese, Spanish 

• Peer leadership and cross-age learning programs 

• Celebrated performing and visual arts programs in each division 

• Summer programs: enrichment, academic, athletic 

• Nationally ranked debate program 

• 68 National Merit Honorees, 2001-2012

• After-school activities, clubs, and service opportunities 

• Daily instruction in Spanish, kindergarten-grade 5

• Premier athletic facilities and 14 sports offerings for students, grades 7-12 

• $2 million annual financial aid budget 

• 1:1 digital learning environment, preschool-grade 12 

• Member: National Association of Independent Schools (NAIS) 

• Accredited by Independent Schools Association of the Southwest (ISAS) 

Needs The upcoming needs of the School include beginning construction of a new lower school, with corresponding capital campaign.  Immediate needs continue to include support of our outstanding student body through bolstering enrollment and attracting distinguished faculty.  The needs of the School are addressed through support of the Annual Fund and Heritage Hall Gala.
Area Served
Area Served
Geographic Area Served
Oklahoma County
Oklahoma City and surrounding communities.  
Service Categories
Secondary Organizational Category Youth Development/
Tertiary Organizational Category Education/
Programs
Description Heritage Hall provides a challenging, but developmentally appropriate, education to children aged 3-18 who are college-bound. In addition to our rigorous academic program, we provide strong programs in athletics, the visual and performing arts, debate, and student leadership.
Strategy
Population Served K-12 (5-19 years)
Comments on Programs
CEO/Executive Director/Board Comments
At Heritage Hall, our goal is to challenge each student to prepare for living in an increasingly complex and global society. While our students graduate with extensive knowledge in multiple disciplines, we teach them a readiness to question, evaluate, and reach new understandings. Our traditional curriculum, infused with critical-thinking and problem-solving skills, develops abilities that lead to lifelong success.
CEO/Executive Director
CEO/Executive Director Guy Bramble
Start Date July 1988
Email headguy@heritagehall.com
Experience Guy A. Bramble was appointed Heritage Hall's fourth headmaster in 1988. Mr. Bramble graduated from Amherst College (1969) with a B.A. in American Studies and from Harvard University (1976) with an Ed.M. in Moral Education. Prior to his arrival at Heritage Hall, Mr. Bramble had appointments at four other independent schools, serving as an English teacher and coach, Alumni secretary, Director of Admissions, Director of Development, Head of Upper School, and Assistant Headmaster. Mr. Bramble currently teaches a section of freshman English in the Upper School.
Senior Staff
NameTitle
Matthew CloudDirector of Institutional Advancement
Jeff LaatschCFO
Doug LondonAssociate Head of School
Genifer RingDirector of Education Advancement
Staff
Number of Full-time Staff 101
Number of Part-time Staff 11
Number of Contract Staff 0
Number of Volunteers 21
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Organizational Plans
Fundraising Plan Under Development
Policy against commission-based compensation for fundraising consultant Yes
Communication Plan Under Development
Strategic Plan Yes
Number of Years Strategic Plan Considers 5
Date Strategic Plan Adopted Aug 2013
Management Succession Plan Under Development
Organization Policies and Procedures No
Affiliations
AffiliationYear
CASE - Council for Advancement in Support of Education1974
Comments on Staff & Management
CEO/Executive Director/Board Comments Heritage Hall is exempt from registering with the Oklahoma Secretary of State as a charitable organization.
Board Chair
Name Mr. Michael Collison
Company Affiliation OPUBCO
Term July 2014 to June 2017
Board of Directors
List Current as of July 01, 2017
Board of Directors List
NameAffiliationStatus
Hillary Allen Voting
Bill Bondurant MD '84
Mrs. Sarah Brawley Voting
Matt Brown '91Voting
Raymond Cohlmia DDSVoting
Michael Collison Voting
Amy Crowley Voting
Mr. David Donchin Community VolunteerVoting
Mark Ephraim '81Voting
Elizabeth Gaske Voting
Rick Hansing Voting
Mr. Russ Harrison Voting
Caleb Hill Voting
Mrs. Julie Keller Voting
John Kennedy Voting
Janet McLain Voting
Tim McLaughlin Voting
Mr. Revan McQueen Voting
Kelley Meacham Voting
Roshan Pujari Voting
Jeff Ritenour Voting
Don Smitherman Voting
Cathy Tompkins Voting
Mr. Reese Travis Orange LeafVoting
Mrs. Kelly Whitworth Voting
Marvin Williams Voting
Terryl Zerby Voting
Board Demographics - Gender
Male 18
Female 6
Governance
Board Term Lengths 3 years
Percentage of Board Making Monetary Contributions to the Organization 100 %
Percentage of Board Making In-Kind Contributions to the Organization 100 %
Board Orientation No
Constituency Includes Client Representation No
Written Board Selection Criteria? Under Development
Standing Committees
Finance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Education
Marketing
Technology
Trusteeship
Building
Current Fiscal Year
Fiscal Year July 01, 2017-June 30, 2018
Current Year Budgeted Total Income $13,954,105
Current Year Budgeted Total Expenses $13,612,605
Financial Documents
Audit2015
Audit2014
Audit2013
Audit2012
Audit2011
Audit2010
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201520142013
Total Revenue$15,487,266$14,687,305$13,580,932
Total Expenses$14,743,969$14,395,351$14,150,665
Revenue Less Expenses$743,297$291,954($569,733)
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Contributions------
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$1,760,911$1,584,307$741,664
------
$13,060,796$12,556,627$12,262,529
Investment Income, Net of Losses$18,588$18,564$17,258
Unrealized Gain/Loss$91,489$88,823$62,100
Membership Dues------
Special Events------
Revenue In-Kind------
Other$555,482$438,984$497,381
Expense Allocation
Fiscal Year201520142013
Program Expense$11,936,345$11,984,011$11,977,511
Administration Expense$2,384,815$1,946,686$1,788,506
Fundraising Expense$422,809$464,654$384,648
Payments to Affiliates------
Total Revenue/Total Expenses1.051.020.96
Program Expense/Total Expenses81%83%85%
Fundraising Expense/Contributed Revenue24%29%52%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$29,038,302$27,590,408$27,874,306
Current Assets$1,440,689$3,076,610$2,321,778
Long-Term Liabilities$866,978$292,976$653,922
Current Liabilities$2,073,759$1,943,164$2,158,070
Total Net Assets$26,097,565$25,354,268$25,062,314
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities0.691.581.08
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets3%1%2%
Funding Sources
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountEarned Revenue $13,060,796Earned Revenue $12,556,627Earned Revenue $12,262,529
Second Highest Funding Source & Dollar AmountIndividuals $1,760,911Individuals $1,584,307Individuals $741,664
Third Highest Funding Source & Dollar AmountOther Income $555,482Other Income $438,984Other Income $497,381
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? Yes
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? Anticipated In 3 Years
Comments on Financials
Foundation Staff Comments
All prior year financial information is from audited financial statements.
 
The financial information presented is obtained from the following sources: IRS Form 990, independent audit reports, financial statements – board approved when available, and supplemental information from the organization. We do not warrant or guarantee the timeliness, errors or inaccuracies. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or interpretation by OCCF staff.

Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year. 
Address 1800 NW 122nd St
Oklahoma City, OK 73120 9524
Primary Phone 405 749-3001
Contact Email mcloud@heritagehall.com
Give to Endowment http://occf.org/hh/
CEO/Executive Director Guy Bramble
Board Chair Mr. Michael Collison
Board Chair Company Affiliation OPUBCO