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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 43-1152399

HEART OF AMERICA TAX INSTITUTE

Tax-exempt · KANSAS CITY, MO 64110

Financials

$54K$97K2023$57K$52K2024
Revenue Expenses · by fiscal year end
Financials of HEART OF AMERICA TAX INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$57,275$51,826$5,449$87,915$0$87,915
December 31, 2023990-EZ$53,740$97,337-$43,597$82,466$0$82,466
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Program service revenue
$57,275

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$16,250
Printing, publications and postage
$2,730
Other expenses
$32,846
Program services (functional)
$51,826

Balance sheet and other

Total assets, start of year
$82,466
Total assets, end of year
$87,915
Total liabilities, end of year
$0
Net assets, end of year
$87,915
Cash, savings and investments
$82,959
Gross receipts
$57,275

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CHRIS MATTIXINSTITUTE CO-CHAIR2$0
DERRICK SIMSINSTITUTE CO-CHAIR2$0
CARA SMITHSPEAKER CO-CHAIR2$0
SEAN COLLINSSPEAKER CO-CHAIR2$0
ALISON FLORESARRANGEMENTS CO-CHAIR2$0
ZACK ROYALEARRANGEMENTS CO-CHAIR2$0
DANIEL MCCARROLLSECRETARY5$0
990-EZ for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
CHRIS MATTIXINSTITUTE CO-CHAIR2$0
DERRICK SIMSINSTITUTE CO-CHAIR2$0
CARA SMITHSPEAKER CO-CHAIR2$0
SEAN COLLINSSPEAKER CO-CHAIR2$0
ALISON FLORESARRANGEMENTS CO-CHAIR2$0
ZACK ROYALEARRANGEMENTS CO-CHAIR2$0
DANIEL MCCARROLLSECRETARY5$0

Address and contacts

Address (IRS master file)
500 E 52ND ST, KANSAS CITY, MO 64110-2467
In care of
% DANIEL MCCARROLL
Signed the 990-EZ
DAVID TRAVERS, TREASURER
Phone
(816) 235-6541
Return prepared by
MEARA WELCH BROWNE PC

Mission

THE HEART OF AMERICA TAX INSTITUTE'S PRIMARY PURPOSE IS TO PROMOTE TAX EDUCATION THROUGH CONTINUING EDUCATION SEMINARS AND THROUGH SCHOARSHIPS FOR STUDENTS WITH AN INTEREST IN TAXATION.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • CONTINUING EDUCATION SEMINARS
    Expenses $51,826
  • SCHOLARSHIP ENDOWMENT AT UMKC

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-EZ for HEART OF AMERICA TAX INSTITUTE

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
43-1152399
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$87,915
Income (IRS master file)
$57,275

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$57,275$51,826$87,915IRS
990-EZDecember 2023$53,740$97,337$82,466XML
990-EZDecember 2022–––IRS
990-EZDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1152399).

Questions about HEART OF AMERICA TAX INSTITUTE

What is the EIN of HEART OF AMERICA TAX INSTITUTE?
The employer identification number (EIN) of HEART OF AMERICA TAX INSTITUTE is 43-1152399.
Is HEART OF AMERICA TAX INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to HEART OF AMERICA TAX INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEART OF AMERICA TAX INSTITUTE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HEART OF AMERICA TAX INSTITUTE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEART OF AMERICA TAX INSTITUTE last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of HEART OF AMERICA TAX INSTITUTE?
The 990-EZ for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does HEART OF AMERICA TAX INSTITUTE have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $57,275, expenses of $51,826 and total assets of $87,915 at year end.

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