Nonprofit · EIN 47-5065902
HERITAGE ACADEMY INC
Also known as HERITAGE ACADEMY POINTE INC
Tax-exempt · MESA, AZ 85210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,931,202 | $3,057,667 | -$1,126,465 | $12,498,728 | $14,499,811 | -$2,001,083 |
| June 30, 2024 | 990 | $2,195,344 | $3,030,749 | -$835,405 | $13,356,102 | $14,230,720 | -$874,618 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,128,401
- Investment income
- $89,080
- Net rental income
- $713,721
- Other revenue
- $713,721
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $276,627
- Other salaries and wages
- $955,128
- Salaries, compensation and benefits (total)
- $1,499,505
- Professional fundraising fees
- $0
- Travel
- $4,320
- Depreciation
- $249,790
- Program services (functional)
- $2,745,981
- Management and general (functional)
- $311,686
Balance sheet and other
- Total assets, start of year
- $13,356,102
- Total assets, end of year
- $12,498,728
- Total liabilities, end of year
- $14,499,811
- Net assets, end of year
- -$2,001,083
- Land, buildings and equipment
- $10,304,500
- Net assets without donor restrictions
- -$2,001,083
- Gross receipts
- $1,931,202
- Employees
- 32
- 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 |
|---|---|---|---|
| KIM ELLESWORTH | DIRECTOR Trustee or director | 32 | $156,722 |
| ALEXANDRA CASTRO | DIRECTOR Trustee or director | 32 | $119,905 |
| JARED TAYLOR | CEO Trustee or director, Officer | 32 | $0 |
| ANNA WEILER | DIRECTOR Trustee or director | 32 | $0 |
| ERIC VOGELSBERG | CFO Officer | 32 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM ELLESWORTH | DIRECTOR Trustee or director | 32 | $151,574 |
| ANNA WEILER | DIRECTOR Trustee or director | 32 | $118,129 |
| JARED TAYLOR | 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, 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
HERITAGE ACADEMY IS DEDICATED TO YOUTH, THEIR GROWTH AND DEVELOPMENT. THE PURPOSE OF EDUCATION IS TO BUILD STRONG CHARACTER. STRONG CHARACTER IS REFLECTED IN STRONG FAMILIES, STRONG COMMUNITIES AND A STRONG NATION.WHILE TEACHING THE ACADEMIC DISCIPLINES, HERITAGE ACADEMY IS DEDICATED TO INSTILLING INTO THE MINDS AND HEARTS OF TODAY'S YOUTH A KNOWLEDGE OF AND RESPECT FOR THE IDEALS AND VALUES OF THE GREAT MEN AND WOMEN OF HISTORY, INCLUDING THOSE WHO FOUNDED THE AMERICAN NATION. AS TODAY'S RISING GENERATION GAINS AN APPRECIATION OF THESE PEOPLE OF ACCOMPLISHMENT, THEY WILL BE READY TO PROVIDE THE SELFLESS SERVICE TO THEIR FELLOW CITIZENS AND TO THEIR COUNTRY WHICH WILL BE REQUIRED IN THE COMING YEARS TO ASSIST IN PRESERVING AMERICA'S GREATNESS. HERITAGE ACADEMY EXISTS TO THIS END.
Program accomplishments
- HERITAGE ACADEMY POINTE OPERATES AS A CHARTER SCHOOL FOR GRADES 7-12 IN PHOENIX/GLENDALE, ARIZONA. THE SCHOOL HAD APPROXIMATELY 112 STUDENTS ENTROLLED DURING THE 2024-25 SCHOOL YEAR.Expenses $2,745,981 · revenue $1,842,122
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
- 47-5065902
- 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)
- $12,498,728
- Income (IRS master file)
- $1,931,202
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,931,202 | $3,057,667 | $12,498,728 | IRS |
| 990 | June 2024 | $2,195,344 | $3,030,749 | $13,356,102 | 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 47-5065902).
Questions about HERITAGE ACADEMY INC
- What is the EIN of HERITAGE ACADEMY INC?
- The employer identification number (EIN) of HERITAGE ACADEMY INC is 47-5065902.
- 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 5 people; 2 received compensation from the organization, the highest $156,722 (KIM ELLESWORTH, DIRECTOR).
- How much revenue does HERITAGE ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,931,202, expenses of $3,057,667 and total assets of $12,498,728 at year end.
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