Nonprofit · EIN 47-5058078
HERITAGE ACADEMY INC
Also known as HERITAGE ACADEMY MARICOPA INC
Tax-exempt · MESA, AZ 85210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,021,863 | $9,135,028 | $886,835 | $30,374,528 | $25,667,311 | $4,707,217 |
| June 30, 2024 | 990 | $9,965,305 | $8,049,724 | $1,915,581 | $18,229,573 | $14,409,191 | $3,820,382 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,756,512
- Investment income
- $237,000
- Other revenue
- $28,351
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $379,446
- Other salaries and wages
- $4,254,688
- Salaries, compensation and benefits (total)
- $5,595,948
- Professional fundraising fees
- $0
- Legal fees
- $5,296
- Occupancy
- $34,108
- Travel
- $24,778
- Depreciation
- $377,160
- Program services (functional)
- $8,268,714
- Management and general (functional)
- $866,314
Balance sheet and other
- Total assets, start of year
- $18,229,573
- Total assets, end of year
- $30,374,528
- Total liabilities, end of year
- $25,667,311
- Net assets, end of year
- $4,707,217
- Land, buildings and equipment
- $12,664,731
- Net assets without donor restrictions
- $4,707,217
- Gross receipts
- $10,021,863
- Employees
- 120
- Volunteers
- 0
- Year formed
- 2015
- 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 |
| JENNJIFER TITUS | DIRECTOR Trustee or director | 32 | $115,488 |
| ALAN DANIELS | DIRECTOR Trustee or director | 32 | $98,731 |
| ALLISON ATWOOD | DIRECTOR Trustee or director | 0 | $8,505 |
| JARED TAYLOR | PRESIDENT & CEO Trustee or director, Officer | 32 | $0 |
| ERIC VOGELSBERG | CFO Officer | 32 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY ELLSWORTH | DIRECTOR Trustee or director | 32 | $151,574 |
| JENNJIFER TITUS | DIRECTOR Trustee or director | 32 | $109,998 |
| ALAN DANIELS | DIRECTOR Trustee or director | 32 | $93,940 |
| JARED TAYLOR | CHAIRMAN/CEO Trustee or director, Officer | 32 | $0 |
| ERIC VOGELSBERG | CFO Officer | 32 | $0 |
Address and contacts
- Address (IRS master file)
- 32 S CENTER ST, MESA, AZ 85210-1306
- In care of
- % JARED TAYLOR
- Mailing address (990-N for 2021)
- 32 SOUTH CENTER STREET, MESA AZ 85210
- Principal officer (990 for 2024)
- JARED TAYLOR, 32 SOUTH CENTER, MESA, AZ 85210
- Principal officer (990-N for 2021)
- JARED TAYLOR, 32 SOUTH CENTER, 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 ATMOSTPHERE. 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 MARICOPA INC. OPERATES AS A CHARTER SCHOOL FOR GRADES 7-12. THE SCHOOL HAD APPROXIMATELY 924 STUDENTS ENROLLED DURING THE 2024-2025 SCHOOL YEAR.Expenses $8,268,714 · revenue $9,756,512
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
- 47-5058078
- 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)
- $30,374,528
- Income (IRS master file)
- $10,021,863
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,021,863 | $9,135,028 | $30,374,528 | IRS |
| 990 | June 2024 | $9,965,305 | $8,049,724 | $18,229,573 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: JARED TAYLOR | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: JARED TAYLOR | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: JARED TAYLOR | June 30, 2020 | ≤ $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 47-5058078).
Questions about HERITAGE ACADEMY INC
- What is the EIN of HERITAGE ACADEMY INC?
- The employer identification number (EIN) of HERITAGE ACADEMY INC is 47-5058078.
- 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 6 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 $10,021,863, expenses of $9,135,028 and total assets of $30,374,528 at year end.
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