Nonprofit · EIN 86-0757062
HERITAGE ACADEMY INC
Tax-exempt · MESA, AZ 85210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,283,638 | $13,495,954 | -$1,212,316 | $22,236,754 | $18,039,775 | $4,196,979 |
| June 30, 2024 | 990 | $12,362,995 | $12,256,839 | $106,156 | $21,197,264 | $15,787,969 | $5,409,295 |
| June 30, 2023 | 990 | $18,101,048 | $15,947,703 | $2,153,345 | $33,737,315 | $26,529,375 | $7,207,940 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $12,215,459
- Investment income
- $39,395
- Other revenue
- $28,784
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $779,799
- Other salaries and wages
- $6,617,367
- Salaries, compensation and benefits (total)
- $8,974,556
- Professional fundraising fees
- $0
- Legal fees
- $46,950
- Occupancy
- $225,313
- Travel
- $107,895
- Depreciation
- $382,614
- Program services (functional)
- $11,267,264
- Management and general (functional)
- $2,228,690
Balance sheet and other
- Total assets, start of year
- $21,197,264
- Total assets, end of year
- $22,236,754
- Total liabilities, end of year
- $18,039,775
- Net assets, end of year
- $4,196,979
- Land, buildings and equipment
- $5,422,531
- Net assets without donor restrictions
- $4,196,979
- Gross receipts
- $12,283,638
- Employees
- 172
- Volunteers
- 0
- Year formed
- 1994
- 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 |
|---|---|---|---|
| ERIC VOGELSBERG | CFO Officer | 32 | $223,398 |
| JARED TAYLOR | CHAIRMAN/CEO Trustee or director, Officer | 32 | $198,980 |
| HEIDI UDALL | PRINCIPAL Trustee or director | 32 | $136,932 |
| EVE SEAMAN | DIRECTOR Trustee or director | 32 | $124,989 |
| LAVONA BABBITT | DIRECTOR Trustee or director | 32 | $95,500 |
| RAYMOND JONES | DIRECTOR Trustee or director | 0 | $0 |
| AMY NYMAN | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC VOGELSBERG | CFO Officer | 32 | $214,791 |
| JARED TAYLOR | CHAIRMAN/CEO Trustee or director, Officer | 32 | $188,831 |
| HEIDI UDALL | PRINCIPAL Trustee or director | 32 | $131,592 |
| EVE SEAMAN | DIRECTOR Trustee or director | 32 | $119,005 |
| MARIE RENARD | DIRECTOR Trustee or director | 32 | $109,540 |
| RAYMOND JONES | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIK VOGELSBERG | CFO Officer | 23 | $202,879 |
| JARED TAYLOR | CHAIRMAN/CEO Trustee or director, Officer | 23 | $171,423 |
| HEIDI UDALL | PRINCIPAL Trustee or director | 40 | $122,786 |
| MARIE RENARD | DIRECTOR Trustee or director | 40 | $115,218 |
| EVE SEAMAN | DIRECTOR Trustee or director | 40 | $110,457 |
| RAYMOND JONES | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 32 S CENTER ST, MESA, AZ 85210-1306
- In care of
- % KAREN HUNT
- Principal officer (990 for 2024)
- 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 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, INC. OPERATES AS A CHARTER SCHOOL FOR GRADES 7-12 IN THE GREATER PHOENIX AREA. THE SCHOOL HAD APPROXIMATELY 768 STUDENTS ENROLLED DURING THE 2024-2025 SCHOOL YEAR.Expenses $11,267,264 · revenue $12,215,459
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
- 86-0757062
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Group exemption
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Group exemption
- 6222 (6 member organizations)
- Assets (IRS master file)
- $22,236,754
- Income (IRS master file)
- $12,283,638
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,283,638 | $13,495,954 | $22,236,754 | IRS |
| 990 | June 2024 | $12,362,995 | $12,256,839 | $21,197,264 | IRS |
| 990 | June 2023 | $18,101,048 | $15,947,703 | $33,737,315 | XML |
| 990 | June 2022 | $15,049,784 | $13,689,819 | $19,748,664 | IRS |
| 990 | June 2021 | $13,455,385 | $12,806,289 | $18,363,649 | 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 86-0757062).
Questions about HERITAGE ACADEMY INC
- What is the EIN of HERITAGE ACADEMY INC?
- The employer identification number (EIN) of HERITAGE ACADEMY INC is 86-0757062.
- Is HERITAGE ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to HERITAGE ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- 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; 5 received compensation from the organization, the highest $223,398 (ERIC VOGELSBERG, CFO).
- How much revenue does HERITAGE ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,283,638, expenses of $13,495,954 and total assets of $22,236,754 at year end.
Organizations in its group exemption (6)
- HERITAGE ACADEMY INC EIN 46-4461406 · MESA, AZ · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 47-5058078 · MESA, AZ · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 46-4467315 · MESA, AZ · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 47-5065902 · MESA, AZ · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 47-5084309 · MESA, AZ · last filed 990 for 2025
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 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
- EAST MESA CHARTER ELEMENTARY SCHOOL EIN 30-0047635 · last filed 990 for 2025