Nonprofit · EIN 46-4461406
HERITAGE ACADEMY INC
Also known as HERITAGE ACADEMY GATEWAY INC
Tax-exempt · MESA, AZ 85210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,947,664 | $17,778,639 | $169,025 | $59,354,967 | $55,612,728 | $3,742,239 |
| June 30, 2024 | 990 | $18,189,318 | $16,288,550 | $1,900,768 | $59,283,938 | $55,710,724 | $3,573,214 |
| June 30, 2023 | 990 | $15,312,148 | $14,195,044 | $1,117,104 | $57,632,560 | $55,960,114 | $1,672,446 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,787,033
- Investment income
- $356,580
- Net rental income
- $778,741
- Other revenue
- $804,051
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $400,144
- Other salaries and wages
- $8,131,953
- Salaries, compensation and benefits (total)
- $10,357,364
- Professional fundraising fees
- $0
- Legal fees
- $27,297
- Occupancy
- $20,353
- Travel
- $6,300
- Depreciation
- $1,301,060
- Program services (functional)
- $16,402,399
- Management and general (functional)
- $1,376,240
Balance sheet and other
- Total assets, start of year
- $59,283,938
- Total assets, end of year
- $59,354,967
- Total liabilities, end of year
- $55,612,728
- Net assets, end of year
- $3,742,239
- Land, buildings and equipment
- $46,714,378
- Net assets without donor restrictions
- $3,742,239
- Gross receipts
- $17,947,664
- Employees
- 212
- Volunteers
- 0
- Year formed
- 2013
- 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 |
|---|---|---|---|
| KATHLEEN LOPEZ | DIRECTOR Trustee or director | 32 | $138,274 |
| SHALISA ARNOLD | DIRECTOR Trustee or director | 32 | $135,968 |
| BETH COWLES | DIRECTOR Trustee or director | 32 | $125,902 |
| JARED TAYLOR | PRESIDENT & CEO Trustee or director, Officer | 32 | $0 |
| AMANDA SMITH | DIRECTOR Trustee or director | 0 | $0 |
| LINDSAY PALMER | DIRECTOR Trustee or director | 0 | $0 |
| ERIC VOGELSBERG | CHIEF FINANCIAL OFFICER Officer | 32 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN LOPEZ | DIRECTOR Trustee or director | 32 | $131,121 |
| SHALISA ARNOLD | DIRECTOR Trustee or director | 32 | $128,837 |
| BETH COWLES | DIRECTOR Trustee or director | 32 | $122,289 |
| AMANDA SMITH | DIRECTOR Officer | 32 | $114,483 |
| JARED TAYLOR | PRESIDENT & CEO Trustee or director, Officer | 32 | $0 |
| LINDSAY PALMER | DIRECTOR Trustee or director | 0 | $0 |
| ERIC VOGELSBERG | CHIEF FINANCIAL OFFICER Officer | 32 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHALISA ARNOLD | DIRECTOR Trustee or director | 40 | $119,149 |
| KATHLEEN LOPEZ | DIRECTOR Trustee or director | 40 | $116,570 |
| BETH COWLES | DIRECTOR Trustee or director | 40 | $110,543 |
| AMANDA SMITH | DIRECTOR Officer | 40 | $103,256 |
| JARED TAYLOR | PRESIDENT & CEO Trustee or director, Officer | 40 | $0 |
| LINDSAY PALMER | DIRECTOR Trustee or director | 1 | $0 |
| ERIC VOGELSBERG | CHIEF FINANCIAL OFFICER Officer | 12 | $0 |
Address and contacts
- Address (IRS master file)
- 32 S CENTER ST, MESA, AZ 85210-1306
- In care of
- % JARED TAYLOR
- Principal officer (990 for 2024)
- JARED TAYLOR, 32 SOUTH CENTER, MESA, AZ 85210
- Signed the 990
- JARED TAYLOR, CEO/PRES
- 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 GATEWAY INC. OPERATES AS A CHARTER SCHOOL FOR GRADES 7-12 IN QUEEN CREEK, ARIZONA. THE SCHOOL HAD APPROXIMATELY 1501 STUDENTS ENTROLLED DURING THE 2024-25 SCHOOL YEAR.Expenses $16,402,399 · revenue $17,565,774
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
- 46-4461406
- 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)
- $59,354,967
- Income (IRS master file)
- $17,947,664
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,947,664 | $17,778,639 | $59,354,967 | IRS |
| 990 | June 2024 | $18,189,318 | $16,288,550 | $59,283,938 | IRS |
| 990 | June 2023 | $15,312,148 | $14,195,044 | $57,632,560 | XML |
| 990 | June 2022 | $7,557,877 | $7,505,415 | $59,577,290 | IRS |
| 990 | June 2021 | – | – | – | 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 46-4461406).
Questions about HERITAGE ACADEMY INC
- What is the EIN of HERITAGE ACADEMY INC?
- The employer identification number (EIN) of HERITAGE ACADEMY INC is 46-4461406.
- 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 7 people; 3 received compensation from the organization, the highest $138,274 (KATHLEEN LOPEZ, DIRECTOR).
- How much revenue does HERITAGE ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,947,664, expenses of $17,778,639 and total assets of $59,354,967 at year end.
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