Nonprofit · EIN 81-2803042
HEARTWOOD ALC
Tax-exempt · ATLANTA, GA 30317
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $73,776 | $123,013 | -$49,237 | $102,950 | $1,564 | $101,386 |
| May 31, 2024 | 990 | $910,151 | $947,336 | -$37,185 | $157,359 | $6,736 | $150,623 |
| May 31, 2023 | 990 | $942,856 | $927,786 | $15,070 | $197,728 | $9,920 | $187,808 |
Financial details: 990-EZ for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $2,083
- Program service revenue
- $71,629
- Investment income
- $12
- Other revenue
- $52
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $42,046
- Professional fees and payments to contractors
- $16,750
- Occupancy
- $26,137
- Other expenses
- $38,080
- Program services (functional)
- $122,044
Balance sheet and other
- Total assets, start of year
- $157,359
- Total assets, end of year
- $102,950
- Total liabilities, end of year
- $1,564
- Net assets, end of year
- $101,386
- Cash, savings and investments
- $102,950
- Gross receipts
- $73,776
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-EZ for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERCER CARLIN | President | 1 | $0 |
| KATHRYN BRANNON | Treasurer | 2 | $0 |
| ABBY OULTON | BOARD MEMBER | 2 | $0 |
990 for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA CORDERO | EX-OFFICIO Trustee or director | 40 | $37,359 |
| MERCER CARLIN | President Trustee or director | 1 | $0 |
| KATHRYN BRANNON | VP INT. AFFAIRS Trustee or director | 2 | $0 |
| ABBY OULTON | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended May 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA CORDERO | EX-OFFICIO Trustee or director | 40 | $33,892 |
| ANTHONY GALLOWAY | EX OFFICIO Trustee or director | 40 | $21,315 |
| MERCER CARLIN | President Trustee or director | 1 | $0 |
| SHELBY HOFER | VP EXT, AFFAIRS Trustee or director | 1 | $0 |
| KATHRYN BRANNON | VP INT. AFFAIRS Trustee or director | 2 | $0 |
| REMA HAZUI | GOVERNANCE Trustee or director | 2 | $0 |
| SARAH COOK | BOARD MEMBER Trustee or director | 2 | $0 |
| TRACEY SAMONE CLARK | Trustee Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2113 DELANO DR NE, ATLANTA, GA 30317-1311
- In care of
- % KATHRYN BRANNON
- Signed the 990-EZ
- KATHRYN BRANNON, Treasurer
- Phone
- (404) 441-8822
- Website
- www.heartwoodalc.org
- Return prepared by
- Sharon C McKelvey CPA LLC
Mission
PROVIDING EDUCATIONAL SERVICES
Program accomplishments
- WE PROVIDED EDUCATIONAL SERVICES TO ABOUT 11 STUDENTS IN OUR COMMUNITY.Expenses $108,087
- WE PROVIDED A SUMMER PROFESSIONAL DEVELOPMENT WORKSHOP FOR EDUCATORSExpenses $13,957
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 81-2803042
- 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
- 2016
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $102,950
- Income (IRS master file)
- $73,776
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $73,776 | $123,013 | $102,950 | IRS |
| 990 | May 2024 | $910,151 | $947,336 | $157,359 | XML |
| 990 | May 2023 | $942,856 | $927,786 | $197,728 | XML |
| 990 | May 2022 | $227,211 | $170,478 | $189,472 | 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 81-2803042).
Questions about HEARTWOOD ALC
- What is the EIN of HEARTWOOD ALC?
- The employer identification number (EIN) of HEARTWOOD ALC is 81-2803042.
- Is HEARTWOOD ALC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to HEARTWOOD ALC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTWOOD ALC 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 ALC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTWOOD ALC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2025.
- Who are the officers and directors of HEARTWOOD ALC?
- The 990-EZ for the year ended May 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HEARTWOOD ALC have?
- On its 990-EZ for the year ended May 31, 2025 it reported revenue of $73,776, expenses of $123,013 and total assets of $102,950 at year end.
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