Mission
THE HEART OF AMERICA TAX INSTITUTE'S PRIMARY PURPOSE IS TO PROMOTE TAX EDUCATION THROUGH CONTINUING EDUCATION SEMINARS AND THROUGH SCHOARSHIPS FOR STUDENTS WITH AN INTEREST IN TAXATION.
Small Public Charity
HEART OF AMERICA TAX INSTITUTE
HEART OF AMERICA TAX INSTITUTE is a Small Public Charity headquartered in KANSAS CITY, MO. Financial data from the 2024 filing: $57K revenue, $52K expenses, $88K total assets.
EIN: 431152399
KANSAS CITY, MO
Public Finance, Taxation & Monetary Policy
NTEE: W22
Latest filing: 2024
Total Revenue$57K
Total Expenses$52K
Total Assets$88K
Grant Records0
Filing Years2020–2024
Officers & Directors
ARRANGEMENTS CO-CHAIR
Alison Flores
SPEAKER CO-CHAIR
Cara Smith
INSTITUTE CO-CHAIR
Chris Mattix
SECRETARY
Daniel Mccarroll
INSTITUTE CO-CHAIR
Derrick Sims
SPEAKER CO-CHAIR
Sean Collins
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $57K | $52K | $88K |
| 2023 | $54K | $97K | $82K |
| 2022 | $54K | $40K | $126K |
| 2020 | $39K | $16K | $90K |
Between 2020 and 2024, reported annual revenue grew from $39K to $57K (+47%), with total assets most recently reported at $88K.
Interactive year-over-year charts and full filing details available with membership.