Nonprofit · EIN 47-2207406
LEGACY TRADITIONAL SCHOOL-SURPRISE
Tax-exempt · CHANDLER, AZ 85286
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $22,101,064 | $21,424,378 | $676,686 | $36,217,751 | $22,847,723 | $13,370,028 |
| June 30, 2024 | 990 | $24,490,250 | $22,329,838 | $2,160,412 | $35,802,451 | $23,109,109 | $12,693,342 |
| June 30, 2023 | 990 | $23,525,059 | $21,644,117 | $1,880,942 | $34,098,893 | $23,565,963 | $10,532,930 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $20,510,570
- of which government grants
- $20,399,818
- Program service revenue
- $1,021,163
- Investment income
- $555,831
- Net gain from sales of assets
- $26,362
- Other revenue
- $13,500
Expenses
- Grants and similar amounts paid
- $1,000,000
- Other salaries and wages
- $9,207,766
- Salaries, compensation and benefits (total)
- $10,908,230
- Professional fundraising fees
- $0
- Legal fees
- $14,059
- Accounting fees
- $39,747
- Occupancy
- $903,565
- Travel
- $21,551
- Depreciation
- $646,821
- Program services (functional)
- $17,064,097
- Management and general (functional)
- $4,360,281
Balance sheet and other
- Total assets, start of year
- $35,802,451
- Total assets, end of year
- $36,217,751
- Total liabilities, end of year
- $22,847,723
- Net assets, end of year
- $13,370,028
- Land, buildings and equipment
- $18,180,816
- Net assets without donor restrictions
- $13,370,028
- Gross receipts
- $33,910,243
- Employees
- 237
- Volunteers
- 2,100
- Year formed
- 2014
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSHUA LEON | PRINCIPAL ON ASSIGNMENT Highest-paid employee | 15 | $46,450 | $79,611 | $14,286 |
| KARA HODGE | PRINCIPAL Highest-paid employee | 40 | $113,768 | $0 | $9,904 |
| GARY LONDER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNI FERRIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHY SENSEMAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIEGO GETTLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES BEAUDOIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Shaina Brockway | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSHUA LEON | PRINCIPAL ON ASSIGNMENT Highest-paid employee | 40 | $124,128 | $16,169 |
| KARA HODGE | PRINCIPAL Highest-paid employee | 40 | $117,727 | $1,799 |
| REBECCA WAYNE | PRINCIPAL Highest-paid employee | 40 | $106,920 | $1,590 |
| GARY LONDER | TREASURER - BEGINNING 10/11/2023 Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER JONES | PRESIDENT - END 10/11/2023 Trustee or director, Officer | 1 | $0 | $0 |
| JENNI FERRIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KATHY SENSEMAN | PRESIDENT - BEGINNING 10/11/2023 Trustee or director, Officer | 1 | $0 | $0 |
| DIEGO GETTLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES BEAUDOIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joshua Leon | Principal Highest-paid employee | 40 | $119,836 | $16,913 |
| Rebecca Wayne | Principal (LOA) Highest-paid employee | 40 | $100,158 | $3,667 |
| Jenni Ferrin | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Kathy Senseman | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| Heather JOnes | President Trustee or director, Officer | 1 | $0 | $0 |
| Diego Gettler | Director Trustee or director | 1 | $0 | $0 |
| James Beaudoin | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3125 S GILBERT RD, CHANDLER, AZ 85286-5194
- In care of
- % INGMAR BERG
- Mailing address (990-N for 2014)
- 3201 S Gilbert Rd Bldg A, Chandler AZ 85286
- Principal officer (990 for 2024)
- Kathy Senseman, 3125 S Gilbert Road, Chandler, AZ 85286
- Principal officer (990-N for 2014)
- William Gregory, 3201 S Gilbert Rd Bldg A, Chandler AZ 85286
- Signed the 990
- Kathy Senseman, President
- Phone
- (480) 270-5438
- Return prepared by
- Forivs Mazars LLP
Mission
TO PROVIDE MOTIVATED STUDENTS WITH THE OPPORTUNITY TO ACHIEVE ACADEMIC EXCELLENCE IN AN ACCELERATED, BACK-TO-BASICS, SAFE LEARNING ENVIRONMENT TAUGHT BY CARING, KNOWLEDGEABLE AND HIGHLY EFFECTIVE EDUCATORS IN COOPERATION WITH SUPPORTIVE, INVOLVED PARENTS.
Program accomplishments
- DURING THE CURRENT YEAR, THE ORGANIZATION PROVIDED HIGH QUALITY EDUCATIONAL SERVICES TO APPROXIMATELY 2,094 STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE AT ITS CAMPUS IN SURPRISE, ARIZONA. THOSE STUDENTS EXPERIENCED A WELL-ROUNDED EDUCATION THAT INCLUDED READING, WRITING, MATHEMATICS, SCIENCE, SOCIAL STUDIES, HISTORY, MUSIC, ART, AND PHYSICAL EDUCATION, AS WELL AS EXTRACURRICULAR ACTIVITIES INCLUDING ATHLETICS, CLUBS, FIELD TRIPS, AND DAILY TUTORING.Expenses $17,064,097 · grants $1,000,000 · revenue $1,034,663
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
- 47-2207406
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $36,217,751
- Income (IRS master file)
- $33,910,243
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $22,101,064 | $21,424,378 | $36,217,751 | IRS |
| 990 | June 2024 | $24,490,250 | $22,329,838 | $35,802,451 | IRS |
| 990 | June 2023 | $23,525,059 | $21,644,117 | $34,098,893 | XML |
| 990 | June 2022 | $21,739,628 | $20,060,081 | $32,663,284 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: William Gregory | December 31, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 47-2207406).
Questions about LEGACY TRADITIONAL SCHOOL-SURPRISE
- What is the EIN of LEGACY TRADITIONAL SCHOOL-SURPRISE?
- The employer identification number (EIN) of LEGACY TRADITIONAL SCHOOL-SURPRISE is 47-2207406.
- Is LEGACY TRADITIONAL SCHOOL-SURPRISE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to LEGACY TRADITIONAL SCHOOL-SURPRISE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY TRADITIONAL SCHOOL-SURPRISE 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 LEGACY TRADITIONAL SCHOOL-SURPRISE 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 LEGACY TRADITIONAL SCHOOL-SURPRISE 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 LEGACY TRADITIONAL SCHOOL-SURPRISE?
- The 990 for the year ended June 30, 2025 names Kathy Senseman.
- Who are the officers and directors of LEGACY TRADITIONAL SCHOOL-SURPRISE?
- The 990 for the year ended June 30, 2025 lists 8 people; 2 received compensation from the organization, the highest $46,450 (JOSHUA LEON, PRINCIPAL ON ASSIGNMENT).
- How much revenue does LEGACY TRADITIONAL SCHOOL-SURPRISE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $22,101,064, expenses of $21,424,378 and total assets of $36,217,751 at year end.
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