Nonprofit · EIN 82-2411118
HEARTWOOD AZ
Also known as HEARTWOOD MONTESSORI
Tax-exempt · MESA, AZ 85201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,840,504 | $3,536,135 | $304,369 | $3,359,811 | $2,460,723 | $899,088 |
| June 30, 2024 | 990 | $2,713,057 | $2,827,176 | -$114,119 | $3,499,416 | $2,904,698 | $594,718 |
| June 30, 2023 | 990 | $1,777,612 | $1,215,558 | $562,054 | $814,203 | $89,161 | $725,042 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,570,924
- of which government grants
- $3,357,460
- Program service revenue
- $267,484
- Investment income
- $96
- Other revenue
- $2,000
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $82,507
- Other salaries and wages
- $1,499,053
- Salaries, compensation and benefits (total)
- $1,854,685
- Professional fundraising fees
- $0
- Legal fees
- $2,530
- Accounting fees
- $30,800
- Occupancy
- $419,798
- Travel
- $14,062
- Depreciation
- $120,460
- Program services (functional)
- $3,342,303
- Management and general (functional)
- $193,832
Balance sheet and other
- Total assets, start of year
- $3,499,416
- Total assets, end of year
- $3,359,811
- Total liabilities, end of year
- $2,460,723
- Net assets, end of year
- $899,088
- Land, buildings and equipment
- $601,900
- Net assets without donor restrictions
- $859,088
- Net assets with donor restrictions
- $40,000
- Gross receipts
- $3,840,504
- Employees
- 40
- Year formed
- 2017
- 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 | Other / benefits |
|---|---|---|---|---|
| SHERRI SAMPSON | PRES./EXECUT Trustee or director, Officer | 30 | $70,000 | $1,050 |
| KARYN SMITH | SECRETARY Trustee or director, Officer | 20 | $12,507 | $0 |
| ANDREW WOODWARD | MEMBER Trustee or director | 1 | $0 | $0 |
| GIBSON MCKAY | MEMBER Trustee or director | 1 | $0 | $0 |
| TINA BEATTIE | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRI SAMPSON | PRES./EXECUT Trustee or director, Officer | 30 | $88,846 | $1,050 |
| KARYN SMITH | SECRETARY Trustee or director, Officer | 20 | $8,638 | $0 |
| ANDREW WOODWARD | MEMBER Trustee or director | 1 | $0 | $0 |
| GIBSON MCKAY | MEMBER Trustee or director | 1 | $0 | $0 |
| TINA BEATTIE | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI SAMPSON | PRES/HEAD OF Trustee or director, Officer | 20 | $88,121 |
| KARYN SMITH | SECRETARY Trustee or director, Officer | 20 | $0 |
| ANDREW WOODWARD | MEMBER Trustee or director | 1 | $0 |
| GIBSON MCKAY | MEMBER Trustee or director | 1 | $0 |
| GEORGE VASQUEZ | MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 445 W 5TH PL, MESA, AZ 85201-5618
- In care of
- % HEARTWOOD MONTESSORI
- Principal officer (990 for 2024)
- SHERRI SAMPSON, 207 N MESA DR, MESA, AZ 85201
- Signed the 990
- SHERRI SAMPSON, PRES./EXECUTIVE DIR.
- Phone
- (480) 599-0137
- Website
- WWW.HEARTWOODAZ.ORG
- Return prepared by
- ASPIRE BUSINESS CONSULTANTS
Mission
THE MISSION OF HEARTWOOD AZ IS TO NUTURE A CULTURALLY DIVERSE COMMUNITY OF STUDENTS IN GRADES K-12 BY PROVIDING ACCESS TO ALL FAMILIES SEEKING AN AUTHENTIC AMI MONTESSORI PROGRAM FOR THE BENEFIT OF ALL CHILDREN, BY CULTIVATING THEIR NATURAL CAPACITIES, CAPABILITIES, AND TALENTS TO BECOME LIFELONG LEARNERS, THINKERS, CREATORS, AND CIVIC LEADERS.
Program accomplishments
- THE SCHOOL PROVIDES EDUCATIONAL SERVICES USING THE MONTESSORI TEACHING METHODS.Expenses $3,342,303 · revenue $269,484
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
- 82-2411118
- 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
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $3,359,811
- Income (IRS master file)
- $3,840,504
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,840,504 | $3,536,135 | $3,359,811 | IRS |
| 990 | June 2024 | $2,713,057 | $2,827,176 | $3,499,416 | IRS |
| 990 | June 2023 | $1,777,612 | $1,215,558 | $814,203 | XML |
| 990 | June 2022 | $663,784 | $553,408 | $201,873 | 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 82-2411118).
Questions about HEARTWOOD AZ
- What is the EIN of HEARTWOOD AZ?
- The employer identification number (EIN) of HEARTWOOD AZ is 82-2411118.
- Is HEARTWOOD AZ tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to HEARTWOOD AZ tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTWOOD AZ 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 HEARTWOOD AZ 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 HEARTWOOD AZ 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 HEARTWOOD AZ?
- The 990 for the year ended June 30, 2025 names SHERRI SAMPSON.
- Who are the officers and directors of HEARTWOOD AZ?
- The 990 for the year ended June 30, 2025 lists 5 people; 2 received compensation from the organization, the highest $70,000 (SHERRI SAMPSON, PRES./EXECUT).
- How much revenue does HEARTWOOD AZ have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,840,504, expenses of $3,536,135 and total assets of $3,359,811 at year end.
Other nonprofits in MESA
- AMERICAN LEADERSHIP ACADEMY INC EIN 27-0333296 · last filed 990 for 2025
- EDKEY INC EIN 74-3033931 · last filed 990 for 2025
- ARIZONA CONNECTIONS ACADEMY CHARTER SCHOOL EIN 20-2612155 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 46-4461406 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 86-0757062 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 47-5058078 · last filed 990 for 2025
- MATH AND SCIENCE SUCCESS ACADEMY INC EIN 26-0535304 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 46-4467315 · last filed 990 for 2025