Nonprofit · EIN 46-4467315
HERITAGE ACADEMY INC
Also known as HERITAGE ACADEMY LAVEEN INC
Tax-exempt · MESA, AZ 85210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,262,710 | $7,486,109 | -$223,399 | $17,907,502 | $18,008,868 | -$101,366 |
| June 30, 2024 | 990 | $7,263,905 | $6,983,146 | $280,759 | $17,885,400 | $18,081,427 | -$196,027 |
| June 30, 2023 | 990 | $6,444,551 | $6,211,053 | $233,498 | $16,909,110 | $17,385,896 | -$476,786 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,098,399
- Investment income
- $134,123
- Other revenue
- $30,188
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $515,202
- Other salaries and wages
- $3,364,610
- Salaries, compensation and benefits (total)
- $4,682,731
- Professional fundraising fees
- $0
- Occupancy
- $13,987
- Travel
- $9,124
- Depreciation
- $422,377
- Program services (functional)
- $6,849,192
- Management and general (functional)
- $636,917
Balance sheet and other
- Total assets, start of year
- $17,885,400
- Total assets, end of year
- $17,907,502
- Total liabilities, end of year
- $18,008,868
- Net assets, end of year
- -$101,366
- Land, buildings and equipment
- $12,660,605
- Net assets without donor restrictions
- -$101,366
- Gross receipts
- $7,262,710
- Employees
- 93
- Volunteers
- 0
- Year formed
- 2013
- State of legal domicile
- AZ
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY ELLSWORTH | DIRECTOR Trustee or director | 32 | $156,722 |
| EMILY ASANOVICH | DIRECTOR Trustee or director | 32 | $129,140 |
| JOSEPH ARNOLD | DIRECTOR Trustee or director | 32 | $116,812 |
| ANNA WEILER | DIRECTOR Trustee or director | 32 | $112,528 |
| JARED TAYLOR | PRESIDENT & CEO Trustee or director, Officer | 32 | $0 |
| KATY HENWOOD | DIRECTOR Trustee or director | 0 | $0 |
| ERIC VOGELSBERG | CFO Officer | 32 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY ELLSWORTH | DIRECTOR Trustee or director | 32 | $151,574 |
| EMILY ASANOVICH | DIRECTOR Trustee or director | 32 | $123,366 |
| JOSEPH ARNOLD | DIRECTOR Trustee or director | 32 | $119,578 |
| PAT TEJADA | DIRECTOR Trustee or director | 32 | $38,212 |
| JARED TAYLOR | PRESIDENT & CEO Trustee or director, Officer | 32 | $0 |
| ERIC VOGELSBERG | CFO Officer | 32 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY ASANOVICH | DIRECTOR Trustee or director | 64 | $112,057 |
| JOSEPH ARNOLD | DIRECTOR Trustee or director | 40 | $106,348 |
| ANNA WEILER | DIRECTOR Trustee or director | 64 | $100,450 |
| JARED TAYLOR | PRESIDENT & CEO Trustee or director, Officer | 11 | $0 |
| KATEN HENWOOD | DIRECTOR Trustee or director | 1 | $0 |
| ERIC VOGELSBERG | CFO Officer | 11 | $0 |
Address and contacts
- Address (IRS master file)
- 32 S CENTER ST, MESA, AZ 85210-1306
- In care of
- % JARED TAYLOR
- Principal officer (990 for 2024)
- JARED TAYLOR, 32 SOUTH CENTER ST, MESA, AZ 85210
- Signed the 990
- JARED TAYLOR, DIRECTOR
- Phone
- (480) 969-5641
- Website
- WWW.HERITAGEACADEMYAZ.COM
- Return prepared by
- GALLACHER BOSEN & GOODMAN PLLC
Mission
PROVIDE STUDENTS WITH A CLEAN, MORAL, POSITIVE ATMOSPHERE. ENCOURAGE STUDENTS TO MASTER THE PRIMARY AND SECONDARY SKILLS IN THE FIELDS OF HISTORY, MATH, WRITING, LITERATURE, GRAMMAR, READING, AND SCIENCE.
Program accomplishments
- HERITAGE ACADEMY LAVEEN INC. OPERATES AS A CHARTER SCHOOL FOR GRADES 7-12 IN LAVEEN, ARIZONA. THE SCHOOL HAD APPROXIMATELY 657 STUDENTS ENROLLED DURING THE 2024-2025 SCHOOL YEAR.Expenses $6,849,192 · revenue $7,098,399
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4467315
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Group exemption
- 6222: HERITAGE ACADEMY INC
- Assets (IRS master file)
- $17,907,502
- Income (IRS master file)
- $7,262,710
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,262,710 | $7,486,109 | $17,907,502 | IRS |
| 990 | June 2024 | $7,263,905 | $6,983,146 | $17,885,400 | IRS |
| 990 | June 2023 | $6,444,551 | $6,211,053 | $16,909,110 | XML |
| 990 | June 2022 | $5,238,156 | $6,141,367 | $16,378,130 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 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 46-4467315).
Questions about HERITAGE ACADEMY INC
- What is the EIN of HERITAGE ACADEMY INC?
- The employer identification number (EIN) of HERITAGE ACADEMY INC is 46-4467315.
- Is HERITAGE ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Which annual return does HERITAGE ACADEMY INC 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 HERITAGE ACADEMY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE ACADEMY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HERITAGE ACADEMY INC?
- The 990 for the year ended June 30, 2025 names JARED TAYLOR.
- Who are the officers and directors of HERITAGE ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 4 received compensation from the organization, the highest $156,722 (KIMBERLY ELLSWORTH, DIRECTOR).
- How much revenue does HERITAGE ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,262,710, expenses of $7,486,109 and total assets of $17,907,502 at year end.
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