HERITAGE ACADEMY INC
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Cite this
Plain text HERITAGE ACADEMY INC. furp.org, nonprofit organization profile, tax years 2018–2024. https://furp.org/org/heritage-academy-inc-464461406. Retrieved 2026-11-05.
APA furp.org. (n.d.). HERITAGE ACADEMY INC [Nonprofit organization profile; tax years 2018–2024]. Retrieved November 5, 2026, from https://furp.org/org/heritage-academy-inc-464461406
MLA “HERITAGE ACADEMY INC.” furp.org, tax years 2018–2024, https://furp.org/org/heritage-academy-inc-464461406. Accessed 5 Nov. 2026.
Retrieved 2026-11-05; covers tax years 2018–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $17.9M · expenses $17.8M · assets $59.4M
- EIN
- 46-4461406
- Address
- 32 S CENTER ST, MESA, AZ 85210-1306
- Website
- WWW.HERITAGEACADEMYAZ.COM
- NTEE code
- B20 Elementary, Secondary Education, K - 12 (Education) published (IRS Business Master File)
- FURP topic
- science: research education (from its 990 text; the topic index)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- August 2016 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes, according to the Business Master File
- Foundation status
- School
- Cross-check
- ProPublica Nonprofit Explorer
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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Kathleen Lopez | DIRECTOR | 2018-2024 | $138,274 | $702,922 | 1 |
| Beth Cowles | DIRECTOR | 2018-2024 | $125,902 | $525,637 | 1 |
| Amanda Smith | DIRECTOR | 2018-2024 | $0 | $491,026 | 1 |
| Shalisa Arnold | DIRECTOR | 2022-2024 | $135,968 | $383,954 | 1 |
| Jared Taylor | PRESIDENT & CEO | 2018-2024 | $0 | $25,904 | 6 |
| Stephanie Leavitt (former) | DIRECTOR | 2020-2021 | $98,687 | $98,687 | 1 |
Officers and directors, no compensation reported
3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Lindsay Palmer | DIRECTOR | 2022-2024 | 0 | $0 reported | 1 |
| Eric Vogelsberg | CHIEF FINANCIAL OFFICER | 2020-2024 | 32 | $0 reported | 6 |
| Marc Anderson (former) | DIRECTOR | 2018 | 1 | $0 reported | 1 |
People by year
2024 · 7 people listed · 3 paid, $400K · 212 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHLEEN LOPEZ | DIRECTOR | 32 | $138,274 | $0 | $0 | $138,274 | 1 |
| SHALISA ARNOLD | DIRECTOR | 32 | $135,968 | $0 | $0 | $135,968 | 1 |
| BETH COWLES | DIRECTOR | 32 | $125,902 | $0 | $0 | $125,902 | 1 |
| JARED TAYLOR | PRESIDENT & CEO | 32 | $0 | $0 | $0 | $0 | 6 |
| AMANDA SMITH | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LINDSAY PALMER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ERIC VOGELSBERG | CHIEF FINANCIAL OFFICER | 32 | $0 | $0 | $0 | $0 | 6 |
2023 · 7 people listed · 4 paid, $497K · 205 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHLEEN LOPEZ | DIRECTOR | 32 | $131,121 | $0 | $0 | $131,121 | 1 |
| SHALISA ARNOLD | DIRECTOR | 32 | $128,837 | $0 | $0 | $128,837 | 1 |
| BETH COWLES | DIRECTOR | 32 | $122,289 | $0 | $0 | $122,289 | 1 |
| AMANDA SMITH | DIRECTOR | 32 | $114,483 | $0 | $0 | $114,483 | 1 |
| JARED TAYLOR | PRESIDENT & CEO | 32 | $0 | $0 | $0 | $0 | 6 |
| LINDSAY PALMER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ERIC VOGELSBERG | CHIEF FINANCIAL OFFICER | 32 | $0 | $0 | $0 | $0 | 6 |
2022 · 7 people listed · 4 paid, $450K · 183 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHALISA ARNOLD | DIRECTOR | 40 | $119,149 | $0 | $0 | $119,149 | 1 |
| KATHLEEN LOPEZ | DIRECTOR | 40 | $116,570 | $0 | $0 | $116,570 | 1 |
| BETH COWLES | DIRECTOR | 40 | $110,543 | $0 | $0 | $110,543 | 1 |
| AMANDA SMITH | DIRECTOR | 40 | $103,256 | $0 | $0 | $103,256 | 1 |
| JARED TAYLOR | PRESIDENT & CEO | 40 | $0 | $0 | $0 | $0 | 6 |
| LINDSAY PALMER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC VOGELSBERG | CHIEF FINANCIAL OFFICER | 12 | $0 | $0 | $0 | $0 | 6 |
2021 · 6 people listed · 3 paid, $315K · 102 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHLEEN LOPEZ | DIRECTOR - PRINCIPAL | 40 | $118,038 | $0 | $0 | $118,038 | 1 |
| STEPHANIE LEAVITT | DIRECTOR | 1 | $98,687 | $0 | $0 | $98,687 | 1 |
| AMANDA SMITH | DIRECTOR | 40 | $98,557 | $0 | $0 | $98,557 | 1 |
| BETH COWLES | DIRECTOR | 40 | $0 | $0 | $0 | $0 | 1 |
| JARED TAYLOR | PRESIDENT & CEO | 12 | $0 | $0 | $0 | $0 | 6 |
| ERIC VOGELSBERG | CHIEF FINANCIAL OFFICER | 12 | $0 | $0 | $0 | $0 | 6 |
2020 · 6 people listed · 3 paid, $284K · 98 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHLEEN LOPEZ | DIRECTOR - PRINCIPAL | 40 | $103,576 | $0 | $0 | $103,576 | 1 |
| BETH COWLES | DIRECTOR | 40 | $91,422 | $0 | $0 | $91,422 | 1 |
| AMANDA SMITH | DIRECTOR | 40 | $88,880 | $0 | $0 | $88,880 | 1 |
| JARED TAYLOR | PRESIDENT & CEO | 12 | $0 | $0 | $0 | $0 | 6 |
| STEPHANIE LEAVITT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC VOGELSBERG | CHIEF FINANCIAL OFFICER | 12 | $0 | $0 | $0 | $0 | 6 |
2018 · 5 people listed · 4 paid, $283K · 73 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHLEEN LOPEZ | DIRECTOR | 40 | $95,343 | $0 | $0 | $95,343 | 1 |
| AMANDA SMITH | DIRECTOR | 40 | $85,850 | $0 | $0 | $85,850 | 1 |
| BETH COWLES | DIRECTOR | 40 | $75,481 | $0 | $0 | $75,481 | 1 |
| JARED TAYLOR | PRESIDENT & CEO | 40 | $25,904 | $0 | $0 | $25,904 | 6 |
| MARC ANDERSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $17,947,664 | $17,778,639 | $59,354,967 | $3,742,239 | $0 | $16,787,033 | $400,144 | 212 | 0 |
| 2023 · Form 990 | ||||||||
| $18,189,318 | $16,288,550 | $59,283,938 | $3,573,214 | $15,202,631 | $1,858,585 | $496,730 | 205 | 0 |
| 2022 · Form 990 | ||||||||
| $15,312,148 | $14,195,044 | $57,632,560 | $1,672,446 | $1,857,406 | $11,751,633 | $449,518 | 183 | 0 |
| 2021 · Form 990 | ||||||||
| $7,557,877 | $7,505,415 | $59,577,290 | $555,342 | $1,223,658 | $6,637,974 | $315,282 | 102 | 0 |
| 2020 · Form 990 | ||||||||
| $6,204,963 | $5,888,652 | $17,856,247 | $502,880 | $623,787 | $5,606,373 | $283,878 | 98 | 0 |
| 2018 · Form 990 | ||||||||
| $4,776,835 | $4,840,867 | $16,401,312 | -$331,978 | $362,387 | $4,356,637 | $282,578 | 73 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- HERITAGE ACADEMY INC Mesa, AZ · 2 people in common (Eric Vogelsberg, Jared Taylor)
- HERITAGE ACADEMY INC Mesa, AZ · 2 people in common (Eric Vogelsberg, Jared Taylor)
- HERITAGE ACADEMY INC Mesa, AZ · 2 people in common (Eric Vogelsberg, Jared Taylor)
- HERITAGE ACADEMY INC Mesa, AZ · 2 people in common (Eric Vogelsberg, Jared Taylor)
- HERITAGE ACADEMY INC Mesa, AZ · 2 people in common (Eric Vogelsberg, Jared Taylor)
Funders of this organization
1 grantor reported grants to this organization, $8,500 in all, tax years 2023 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2023 | 1 | $8,500 | 2023 | $8,500 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HERITAGE ACADEMY INC | AZ | B20 | $12,283,638 | $13,495,954 | CFO | $223,398 | Same NTEE code B20, revenue within 2x, same state, similar mission |
| HERITAGE ACADEMY INC | AZ | B20 | $10,021,863 | $9,135,028 | DIRECTOR | $156,722 | Same NTEE code B20, revenue within 2x, same state, similar mission |
| KINGMAN ACADEMY OF LEARNING | AZ | B20 | $15,324,526 | $14,144,294 | SECRETARY/TREASURER/DIR. OF FINANCE | $162,193 | Same NTEE code B20, revenue within 2x, same state |
| JUNIPER TREE ACADEMY | AZ | B20 | $9,978,157 | $9,899,317 | PRESIDENT, EXEC. DIR. | $171,030 | Same NTEE code B20, revenue within 2x, same state |
| HORIZON COMMUNITY LEARNING CENTER INC | AZ | B20 | $16,948,751 | $16,292,576 | ELEMENTARY P | $124,796 | Same NTEE code B20, revenue within 2x, same state |
| LEGACY TRADITIONAL SCHOOL- AVONDALE INC | AZ | B20 | $14,548,293 | $14,279,080 | PRINCIPAL | $119,970 | Same NTEE code B20, revenue within 2x, same state |
| CIBECUE COMMUNITY EDUCATION BOARD I NC | AZ | B20 | $13,688,539 | $13,879,714 | CFO | $222,117 | Same NTEE code B20, revenue within 2x, same state |
| VISTA COLLEGE PREPARATORY INC | AZ | B20 | $21,703,724 | $22,641,997 | PRIOR CEO | $175,000 | Same NTEE code B20, revenue within 2x, same state |
| GILBERT CHRISTIAN SCHOOLS INC | AZ | B20 | $32,771,218 | $28,640,009 | Administrator | $383,401 | Same NTEE code B20, revenue within 2x, same state |
| LEGACY TRADITIONAL SCHOOL - WEST SURPRISE | AZ | B20 | $13,206,645 | $13,139,540 | TREASURER | $0 | Same NTEE code B20, revenue within 2x, same state |
| LEGACY TRADITIONAL SCHOOL-QUEEN CREEK | AZ | B20 | $10,652,935 | $10,574,499 | TREASURER | $0 | Same NTEE code B20, revenue within 2x, same state |
| LEGACY TRADITIONAL SCHOOL - SAN TAN | AZ | B20 | $9,965,597 | $9,915,288 | TREASURER | $0 | Same NTEE code B20, revenue within 2x, same state |
| PAN-AMERICAN ELEMENTARY CHARTER SCHOOL | AZ | B20 | $14,249,529 | $14,764,317 | MEMBER | $165,908 | Same NTEE code B20, revenue within 2x, same state |
| ATHENS ACADEMY INC | GA | B20 | $24,435,739 | $22,879,768 | Head of School | $426,859 | Same NTEE code B20, revenue within 2x, similar name |
| TRINITY ACADEMY INC | NC | B20 | $16,541,224 | $11,929,556 | HEAD OF SCHOOL | $206,506 | Same NTEE code B20, revenue within 2x, similar name |
| VERITAS ACADEMY | TX | B20 | $11,226,133 | $9,055,111 | HEAD OF SCHOOL | $217,699 | Same NTEE code B20, revenue within 2x, similar name |
| FREDERICA ACADEMY INC | GA | B20 | $15,133,875 | $12,159,386 | HEAD OF SCHOOL | $281,322 | Same NTEE code B20, revenue within 2x, similar name |
| FAITH ACADEMY OF MOBILE INC | AL | B20 | $13,309,796 | $10,915,681 | PRESIDENT | $147,281 | Same NTEE code B20, revenue within 2x |
| HEBRON ACADEMY INCORPORATED | ME | B20 | $12,729,777 | $15,554,158 | Head of School | $261,422 | Same NTEE code B20, revenue within 2x |
| GREEN STREET ACADEMY INC | MD | B20 | $14,347,204 | $14,089,734 | EXECUTIVE DIRECTOR | $176,569 | Same NTEE code B20, revenue within 2x |
| AMERICAN YOUTH ACADEMY INC | FL | B20 | $15,769,702 | $14,997,651 | DIRECTOR | $0 | Same NTEE code B20, revenue within 2x |
| ARISTOI CLASSICAL ACADEMY INC | TX | B20 | $18,356,635 | $17,836,441 | CHIEF OPERATIONS OFFICER | $85,840 | Same NTEE code B20, revenue within 2x |
| JUMOKE ACADEMY INC | CT | B20 | $10,770,088 | $11,239,275 | CEO & SUPREINTENDENT | $185,574 | Same NTEE code B20, revenue within 2x, similar name |
| RON CLARK ACADEMY INC | GA | B20 | $17,331,642 | $16,862,390 | CO-FNDER PRESID | $563,102 | Same NTEE code B20, revenue within 2x |
| DUBOIS INTEGRITY ACADEMY INC | GA | B20 | $23,057,591 | $26,795,667 | BOARD CHAIR | $0 | Same NTEE code B20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $17,778,639 spent · pay $10,357,364 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $8,131,953 | $8,118,454 | $13,499 | - | 45.7% | |
| Interest | $2,649,385 | $2,649,385 | - | - | 14.9% | |
| Depreciation and depletion | $1,301,060 | $1,301,060 | - | - | 7.3% | |
| Fees: management | $1,206,108 | $583,940 | $622,168 | - | 6.8% | |
| Pension plan contributions | $987,510 | $985,535 | $1,975 | - | 5.6% | |
| Other (as described) | SUPPLIES | $809,437 | $805,915 | $3,522 | - | 4.6% |
| Payroll taxes | $617,754 | $616,729 | $1,025 | - | 3.5% | |
| Fees: other services | $496,834 | $240,543 | $256,291 | - | 2.8% | |
| Other (as described) | PURCHASED SERVICES-PROP | $429,602 | $207,993 | $221,609 | - | 2.4% |
| Pay: officers, directors, trustees, key employees | $400,144 | $400,144 | - | - | 2.3% | |
| Other employee benefits | $220,003 | $219,330 | $673 | - | 1.2% | |
| Insurance | $208,983 | $101,180 | $107,803 | - | 1.2% | |
| Other (as described) | OTHER PURCHASED SERVICE | $136,892 | $64,350 | $72,542 | - | 0.8% |
| Other (as described) | DUES & FEES | $93,736 | $90,043 | $3,693 | - | 0.5% |
| Advertising and promotion | $33,948 | $16,436 | $17,512 | - | 0.2% | |
| Fees: legal | $27,297 | $13,216 | $14,081 | - | 0.2% | |
| Occupancy | $20,353 | $9,854 | $10,499 | - | 0.1% | |
| Travel | $6,300 | $3,050 | $3,250 | - | 0.0% | |
| All other expenses | $1,340 | -$24,758 | $26,098 | - | 0.0% | |
| Total | $17,778,639 | 100% |
2023 · Form 990 · $16,288,550 spent · pay $9,163,957 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $7,032,989 | $6,767,453 | $265,536 | - | 43.2% | |
| Interest | $2,783,681 | $2,483,985 | $299,696 | - | 17.1% | |
| Depreciation and depletion | $1,250,351 | $1,125,039 | $125,312 | - | 7.7% | |
| Fees: management | $941,131 | $585,301 | $355,830 | - | 5.8% | |
| Pension plan contributions | $885,000 | $854,025 | $30,975 | - | 5.4% | |
| Payroll taxes | $569,523 | $549,590 | $19,933 | - | 3.5% | |
| Pay: officers, directors, trustees, key employees | $496,730 | $496,730 | - | - | 3.0% | |
| Fees: other services | $466,436 | $302,155 | $164,281 | - | 2.9% | |
| Other (as described) | SUPPLIES | $448,934 | $376,248 | $72,686 | - | 2.8% |
| Other (as described) | OTHER PURCHASED SERVICE | $423,793 | $342,102 | $81,691 | - | 2.6% |
| Other (as described) | PURCHASED SERVICES-PROP | $371,924 | $334,656 | $37,268 | - | 2.3% |
| Other (as described) | OTHER EXPENSES | $185,164 | $123,149 | $62,015 | - | 1.1% |
| Other employee benefits | $179,715 | $173,425 | $6,290 | - | 1.1% | |
| Insurance | $134,607 | $121,146 | $13,461 | - | 0.8% | |
| Advertising and promotion | $50,930 | $45,837 | $5,093 | - | 0.3% | |
| Occupancy | $26,783 | $24,105 | $2,678 | - | 0.2% | |
| Travel | $20,951 | $16,761 | $4,190 | - | 0.1% | |
| Fees: legal | $19,908 | - | $19,908 | - | 0.1% | |
| Total | $16,288,550 | 100% |
2022 · Form 990 · $14,195,044 spent · pay $7,737,639 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $5,915,801 | $5,648,225 | $267,576 | - | 41.7% | |
| Interest | $2,740,576 | $2,466,518 | $274,058 | - | 19.3% | |
| Fees: other services | $1,491,726 | $1,077,040 | $414,686 | - | 10.5% | |
| Depreciation and depletion | $1,128,560 | $1,015,704 | $112,856 | - | 8.0% | |
| Pension plan contributions | $769,130 | $738,365 | $30,765 | - | 5.4% | |
| Other (as described) | SUPPLIES | $527,839 | $384,558 | $143,281 | - | 3.7% |
| Payroll taxes | $481,576 | $462,313 | $19,263 | - | 3.4% | |
| Pay: officers, directors, trustees, key employees | $449,518 | $449,518 | - | - | 3.2% | |
| Travel | $213,995 | $203,173 | $10,822 | - | 1.5% | |
| Occupancy | $173,246 | $155,921 | $17,325 | - | 1.2% | |
| Other employee benefits | $121,614 | $116,749 | $4,865 | - | 0.9% | |
| Insurance | $91,186 | $82,067 | $9,119 | - | 0.6% | |
| Office expenses | $87,041 | $24,843 | $62,198 | - | 0.6% | |
| Fees: legal | $3,236 | - | $3,236 | - | 0.0% | |
| Total | $14,195,044 | 100% |
2021 · Form 990 · $7,505,415 spent · pay $4,228,051 · grants $0 · events $1,265
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,185,493 | $3,044,420 | $141,073 | - | 42.4% | |
| Interest | $1,627,140 | $1,464,426 | $162,714 | - | 21.7% | |
| Other (as described) | SUPPLIES | $508,352 | $460,487 | $47,865 | - | 6.8% |
| Pension plan contributions | $409,000 | $393,867 | $15,133 | - | 5.4% | |
| Fees: other services | $390,602 | $284,856 | $105,746 | - | 5.2% | |
| Depreciation and depletion | $360,290 | $324,261 | $36,029 | - | 4.8% | |
| Pay: officers, directors, trustees, key employees | $315,282 | $315,282 | - | - | 4.2% | |
| Payroll taxes | $252,053 | $241,290 | $10,763 | - | 3.4% | |
| Travel | $137,639 | $136,640 | $999 | - | 1.8% | |
| Insurance | $112,606 | - | $112,606 | - | 1.5% | |
| Occupancy | $104,519 | $97,042 | $7,477 | - | 1.4% | |
| Other employee benefits | $66,223 | $63,638 | $2,585 | - | 0.9% | |
| Office expenses | $30,677 | $10,627 | $20,050 | - | 0.4% | |
| Fees: legal | $4,274 | - | $4,274 | - | 0.1% | |
| Conferences, conventions and meetings | $1,265 | $1,265 | - | - | 0.0% | |
| Total | $7,505,415 | 100% |
2020 · Form 990 · $5,888,652 spent · pay $3,838,686 · grants $0 · events $150
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,924,414 | $2,823,595 | $100,819 | - | 49.7% | |
| Interest | $882,594 | $794,335 | $88,259 | - | 15.0% | |
| Fees: other services | $442,652 | $330,953 | $111,699 | - | 7.5% | |
| Pension plan contributions | $344,000 | $333,680 | $10,320 | - | 5.8% | |
| Depreciation and depletion | $335,104 | $301,594 | $33,510 | - | 5.7% | |
| Pay: officers, directors, trustees, key employees | $283,878 | $283,878 | - | - | 4.8% | |
| Other (as described) | SUPPLIES | $230,824 | $195,687 | $35,137 | - | 3.9% |
| Payroll taxes | $220,559 | $213,058 | $7,501 | - | 3.7% | |
| Other employee benefits | $65,835 | $62,284 | $3,551 | - | 1.1% | |
| Insurance | $64,182 | - | $64,182 | - | 1.1% | |
| Travel | $60,135 | $60,059 | $76 | - | 1.0% | |
| Office expenses | $15,945 | - | $15,945 | - | 0.3% | |
| Occupancy | $13,864 | $13,864 | - | - | 0.2% | |
| Fees: legal | $4,516 | - | $4,516 | - | 0.1% | |
| Conferences, conventions and meetings | $150 | $150 | - | - | 0.0% | |
| Total | $5,888,652 | 100% |
2018 · Form 990 · $4,840,867 spent · pay $2,962,536 · grants $0 · events $5,435
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,183,126 | $1,881,195 | $301,931 | - | 45.1% | |
| Interest | $870,705 | - | $870,705 | - | 18.0% | |
| Other employee benefits | $308,848 | $303,021 | $5,827 | - | 6.4% | |
| Pay: disqualified persons | $282,578 | $282,578 | - | - | 5.8% | |
| Fees: other services | $261,643 | $40,759 | $220,884 | - | 5.4% | |
| Travel | $258,550 | $257,868 | $682 | - | 5.3% | |
| Depreciation and depletion | $227,277 | $227,277 | - | - | 4.7% | |
| Payroll taxes | $187,984 | $176,248 | $11,736 | - | 3.9% | |
| Other (as described) | SUPPLIES | $173,048 | $153,206 | $19,842 | - | 3.6% |
| Insurance | $30,695 | - | $30,695 | - | 0.6% | |
| Occupancy | $29,603 | $29,603 | - | - | 0.6% | |
| Fees: legal | $12,451 | - | $12,451 | - | 0.3% | |
| Office expenses | $8,924 | $2,715 | $6,209 | - | 0.2% | |
| Conferences, conventions and meetings | $5,435 | $5,435 | - | - | 0.1% | |
| Total | $4,840,867 | 100% |
State business registration
- HERITAGE ACADEMY INC. AZ, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
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