HERITAGE ACADEMY POINTE INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

JARED TAYLOR

Phone

4809695641

Tax Period

2024-07-01 to 2025-06-30

HERITAGE ACADEMY POINTE INC, founded in 2015, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $3.1M exceeded revenue, resulting in a 58% operating deficit.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $2,745,981 Revenue: $1,842,122

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,128,401

Investment Income $89,080

Other Revenue $713,721

TOTAL REVENUE $1,931,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,499,505

Fundraising Expenses $0

Program Expenses $2,745,981

Other Expenses $1,558,162

TOTAL EXPENSES $3,057,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,931,202	$2,195,344	-0.1%
Expenses	$3,057,667	$3,030,749	+0.0%
Net Income	$-1,126,465	$-835,405	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$276,627

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JARED TAYLOR	CEO	32.00	Officer Director	$0	$0	$0
ANNA WEILER	DIRECTOR	32.00	Director	$0	$0	$0
KIM ELLESWORTH	DIRECTOR	32.00	Director	$156,722	$0	$156,722
ALEXANDRA CASTRO	DIRECTOR	32.00	Director	$119,905	$0	$119,905
ERIC VOGELSBERG	CFO	32.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,931,202	$3,057,667	$12,498,728	$-1,126,465
2024	$2,195,344	$3,030,749	$13,356,102	$-835,405