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HEARTWOOD AZ

EIN 82-2411118 MESA, AZ

Revenue 2023
$2,713,057
Expenses 2023
$2,827,176

Program services were 94.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B20
Classification
2000
Street
445 W 5TH PL

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

Mission

THE MISSION OF HEARTWOOD AZ IS TO NUTURE A CULTURALLY DIVERSE COMMUNITY OF STUDENTS IN GRADES K-12 BY PROVIDING ACCESS TO ALL FAMILIES SEEKING AN AUTHENTIC AMI MONTESSORI PROGRAM FOR THE BENEFIT OF ALL CHILDREN, BY CULTIVATING THEIR NATURAL CAPACITIES, CAPABILITIES, AND TALENTS TO BECOME LIFELONG LEARNERS, THINKERS, CREATORS, AND CIVIC LEADERS.

  • THE SCHOOL PROVIDES EDUCATIONAL SERVICES USING THE MONTESSORI TEACHING METHODS.

    Expenses $2,680,714 · Revenue $273,254

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • SHERRI SAMPSON

    PRES./EXECUT

    Total calculated
    $89,896
    From this org
    $88,846
    From related orgs
    $0
    Other
    $1,050
    Hours/week
    30

  • KARYN SMITH

    SECRETARY

    Total calculated
    $8,638
    From this org
    $8,638
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • ANDREW WOODWARD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GIBSON MCKAY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TINA BEATTIE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $2,713,057
    Expenses
    $2,827,176
    Contributions
    $2,439,687
    Grants paid
    $0
  • 2022
    Revenue
    $1,777,612
    Expenses
    $1,215,558
    Contributions
    $1,268,508
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $663,784
    Expenses
    $553,408
    Assets (EOY)
    $201,873

  • 2020 · 990

    Revenue
    $466,416
    Expenses
    $421,791
    Assets (EOY)
    $188,272

  • 2019 · 990

    Revenue
    $786,348
    Expenses
    $731,211
    Assets (EOY)
    $99,898

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.