Heart Of America Tax Institute is located in Kansas City, MO. The organization was established in 1979. According to its NTEE Classification (W22) the organization is classified as: Public Finance, Taxation & Monetary Policy, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heart Of America Tax Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Heart Of America Tax Institute generated $39.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (3.2%) each year. All expenses for the organization totaled $15.8k during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (20.4%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3
THE HEART OF AMERICA TAX INSTITUTE'S PRIMARY PURPOSE IS TO PROMOTE TAX EDUCATION THROUGH CONTINUING EDUCATION SEMINARS AND THROUGH SCHOLARSHIPS FOR STUDENTS WITH AN INTEREST IN TAXATION.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jordan Bergkamp Speaker Co-Chair | 2 | $0 | |
Rachael Lowrey Institute Co-Chair And Pre | 2 | $0 | |
Pat Hoppa Institute Co-Chair | 2 | $0 | |
Derek Love Arrangements Co-Chair | 2 | $0 | |
Scott Bruce Speaker Co-Chair | 2 | $0 | |
Luke Guettermann Treasurer | 2 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $39,010 |
Membership dues | $0 |
Investment income | $0 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $0 |
Total Revenue | $39,010 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $0 |
Professional fees and other payments to independent contractors | $5,500 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $139 |
Other expenses | $10,133 |
Total expenses | $15,772 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $89,889 |
Other assets | $0 |
Total assets | $89,889 |
Total liabilities | $0 |
Net assets or fund balances | $89,889 |
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