Heritage Academy Pointe INC

Tax-deductible

Mesa, AZ501(c)(3)Since 2015EducationEIN 47-5065902

Heritage academy is dedicated to youth, their growth and development. The purpose of education is to build strong character. Strong character is reflected in strong families, strong communities and a strong nation.while teaching the academic disciplines, heritage academy is dedicated to instilling into the minds and hearts of today's youth a knowledge of and respect for the ideals and values of the great men and women of history, including those who founded the american nation. As today's rising generation gains an appreciation of these people of accomplishment, they will be ready to provide the selfless service to their fellow citizens and to their country which will be required in the coming years to assist in preserving america's greatness. Heritage academy exists to this end.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$277K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$277K
to officers and key staff · 9% of spending
Top officer’s pay higher than 68% of similar orgs
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$14.5M
116% of total assets
Concern: liabilities are 116% of assets; over 80%.
Pt X · Ln 26
Independent board members
0
of 4 voting members
Concern: none of 4 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
-12% vs prior year
Spent
$3.1M
To programs
90%
Net assets
−$2.0M
By yearFY2023–FY2024
Revenue
$1.9M
FY2024▼ -12%
Revenue by fiscal year
FY2023Not on file
FY2024$2.2M
FY2024$1.9M
Expenses
$3.1M
FY2024▲ +0.9%
Expenses by fiscal year
FY2023Not on file
FY2024$3.0M
FY2024$3.1M
Net assets
−$2.0M
FY2024▼ -129%
Net assets by fiscal year
FY2023−$39K
FY2024−$875K
FY2024−$2.0M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $2.7M Management & general 10% · $312K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

5 people listed on the 990; $277K paid to officers and key staff.

Part VII, Section A · reportable compensation
$156,722Pt VII · Sec A
$119,905Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Kim Ellesworth’s $157K as Director is at the 68th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2024
Kim Ellesworth$156,722$151,574
Alexandra Castro$119,905—
Anna Weiler—$118,129

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Heritage Academy Pointe INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Fosters positive learning environments, encouraging students to master core academic skills.

Provided by the organization

This section is blank until Heritage Academy Pointe INC claims this page.

Know this organization? Claim it to add your story

1 program service account for $2.7M of program spending, described in the organization's own filed words · FY2024.
01

Heritage academy pointe operates as a charter school for grades 7-12 in PHOENIX/GLENDALE, arizona. The school had approximately 112 students entrolled during the 2024-25 school year.

$2.7Mprogram expense

Run this program? Claim this org to tell your story

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$1.1M
Other incomeLn 4–11$714K
Investment incomeLn 3$89K
Money outPt IX
$3.1M
Ln 25
Programscol B$2.7M
Managementcol C$312K
Owns and owesPt X
−$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$12.5M
LiabilitiesLn 26$14.5M
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a4
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$89K
Other incomeLn 4–11$714K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$2.1M
Cash and savings togetherLn 1–2$2.1M
Land, buildings, equipmentLn 10c$10.3M
Other assetsLn 15$70K
Total assetsLn 16$12.5M
LiabilitiesLn 26$14.5M
Net assetsLn 32−$2.0M
OperationsPt I, VI
EmployeesI 532
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$508K$2.1M
Land, buildings, equipmentLn 10c$10.6M$10.3M
Total assetsLn 16$13.4M$12.5M
LiabilitiesLn 26$14.2M$14.5M
Net assetsLn 32−$875K−$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$277K$277K
Other salaries and wagesLn 7$955K$926K$29K
Pension plan contributionsLn 8$137K$133K$4K
Other employee benefitsLn 9$39K$37K$1K
Payroll taxesLn 10$92K$89K$3K
Other fees for servicesLn 11g$258K$134K$124K
Advertising and promotionLn 12$51K$41K$10K
Office expensesLn 13$8K$6K$2K
Information technologyLn 14$14K$11K$3K
TravelLn 17$4K$3K$864
InterestLn 20$700K$630K$70K
Depreciation, depletion and amortizationLn 22$250K$225K$25K
InsuranceLn 23$66K$59K$7K
Other expenses (24a–d)Ln 24$192K$161K$31K
All other expensesLn 24e$15K$12K$3K
Total functional expensesLn 25$3.1M$2.7M$312K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $2.2M$3.0M−$835K−$875K 990 PDF
FY2023 −$39K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $1,931,202 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,128,401$1,128,401
VIII-3 Investment incomeExcluded from tax $89,080$89,080
VIII-6 Net rental income or lossRelated to mission $713,721$713,721
VIII-12 Total revenueRelated to mission $1,842,122 · Unrelated business $0 · Excluded from tax $89,080$1,931,202
Part IX · Statement of functional expenses $3,057,667 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $276,627$276,627
IX-7 Other salaries and wagesPrograms $926,474 · Management $28,654$955,128
IX-8 Pension plan contributionsPrograms $133,134 · Management $4,118$137,252
IX-9 Other employee benefitsPrograms $37,414 · Management $1,157$38,571
IX-10 Payroll taxesPrograms $89,169 · Management $2,758$91,927
IX-11g Other fees for servicesPrograms $134,329 · Management $123,996$258,325
IX-12 Advertising and promotionPrograms $40,778 · Management $10,194$50,972
IX-13 Office expensesPrograms $6,454 · Management $1,614$8,068
IX-14 Information technologyPrograms $11,086 · Management $2,772$13,858
IX-17 TravelPrograms $3,456 · Management $864$4,320
IX-20 InterestPrograms $630,261 · Management $70,029$700,290
IX-22 Depreciation, depletion and amortizationPrograms $224,811 · Management $24,979$249,790
IX-23 InsurancePrograms $59,148 · Management $6,572$65,720
IX-24 Other expenses (24a–d)Programs $161,235 · Management $31,078$192,313
IX-24e All other expensesPrograms $11,605 · Management $2,901$14,506
IX-25 Total functional expensesPrograms $2,745,981 · Management $311,686 · Fundraising $0$3,057,667
Part X · Balance sheet $12,498,728 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $508,331$2,069,761
X-4 Accounts receivableStart of year $25,521$51,193
X-9 Prepaid expenses and deferred chargesStart of year $8,074$2,953
X-10c Land, buildings and equipment, netStart of year $10,550,871$10,304,500
X-15 Other assetsStart of year $2,263,305$70,321
X-16 Total assetsStart of year $13,356,102$12,498,728
X-17 Accounts payable and accrued expensesStart of year $419,063$508,135
X-25 Other liabilitiesStart of year $13,811,657$13,991,676
X-26 Total liabilitiesStart of year $14,230,720$14,499,811
X-27 Net assets without donor restrictionsStart of year −$874,618−$2,001,083
X-32 Total net assets or fund balancesStart of year −$874,618−$2,001,083
X-33 Total liabilities and net assetsStart of year $13,356,102$12,498,728
Part XI · Reconciliation of net assets −$2,001,083 net assets at year end
XI-1 Total revenue$1,931,202
XI-2 Total expenses$3,057,667
XI-3 Revenue less expenses−$1,126,465
XI-4 Net assets at start of year−$874,618
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$2,001,083

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.