2025-05-15T11:25:33-04:00 2024-06-30 821455657 FESTER & CHAPMAN PLLC 9019 E BAHIA DR STE 100 SCOTTSDALE AZ 85260 990 2023-07-01 202036133 GREATHEARTS ARIZONA GREA 6024387045 701 N 44TH STREET PHOENIX AZ 85008 MATTHEW BUSHARD CFO 4808999181 2025-05-14 true false RACHEL LOCKE CPA P00450405 6022643077 2025-05-14 2023 2025-03-06 01:10:19Z MATTHEW BUSHARD 701 N 44TH STREET PHOENIX AZ 85008 44439602 false X WWW.GREATHEARTSAZ.ORG X 2004 AZ GREAT HEARTS IS A NON-PROFIT NETWORK OF PUBLIC CHARTER SCHOOLS DEDICATED TO IMPROVING EDUCATION NATIONWIDE THROUGH CLASSICAL PREPARATORY K-12 ACADEMIES. A GREAT HEARTS EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. WITH A CURRICULUM BUILT UPON A CLASSICAL LIBERAL ARTS TRADITION AND A REVOLUTIONARY APPROACH TO SCHOOL ITSELF, GREAT HEARTS CULTIVATES THE HEARTS AND MINDS OF STUDENTS IN THE PURSUIT OF TRUTH, GOODNESS, AND BEAUTY. 7 6 2487 0 4545205 2212573 37703892 40058957 792841 1851441 669715 -31736 43711653 44091235 3122107 3405932 0 11046650 10508214 0 885714 26754134 28846854 40922891 42761000 2788762 1330235 263352984 255180266 255286227 245773020 8066757 9407246 X GREAT HEARTS IS A NON-PROFIT NETWORK OF PUBLIC CHARTER SCHOOLS DEDICATED TO IMPROVING EDUCATION NATIONWIDE THROUGH CLASSICAL PREPARATORY K-12 ACADEMIES. A GREAT HEARTS EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. 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WITH A CURRICULUM BUILT UPON A CLASSICAL LIBERAL ARTS TRADITION AND A REVOLUTIONARY APPROACH TO SCHOOL ITSELF, GREAT HEARTS CULTIVATES THE HEARTS AND MINDS OF STUDENTS IN THE PURSUIT OF TRUTH, GOODNESS, AND BEAUTY. 37361558 true true false true false false false false false false true false false true true false false true false false false false false false true false false true false true true false false false false false false false false false false false false false false false true true true false false true 554 0 2487 true false false false false false true true false false false false false false X 7 6 false false false false true true false true true false false true true true true true true true true false X MATTHEW BUSHARD 6024387045 701 N 44TH STREET PHOENIX AZ 85008 DANIEL P SCOGGIN VICE CHAIRMA 2.00 X X 0 360731 26224 BRANDON CROWE SUPERINTENDE 40.00 X 204281 0 18137 LEANNE FAWCETT EXECUTIVE DI 40.00 X 162627 0 10237 KATHERINE MCMILLAN VP OF FINANC 40.00 X 150831 0 21958 DIANE BISHOP DIRECTOR 2.00 X 0 0 0 KURT DAVIS SECRETARY 2.00 X X 0 0 0 TODD DAVIS DIRECTOR 2.00 X 0 0 0 LISA HANDLEY TREASURER 2.00 X X 0 0 0 CHRISTINE JONES DIRECTOR 2.00 X 0 0 0 MONA MOORE DIRECTOR 2.00 X 0 0 0 BOB MULHERN DIRECTOR 2.00 X 0 0 0 CRISTOFER PEREYRA DIRECTOR 2.00 X 0 0 0 TUCKER QUAYLE CHAIRMAN 2.00 X X 0 0 0 JOHN THORPE DIRECTOR 2.00 X 0 0 0 STEPHAN ZABILSKI DIRECTOR 2.00 X 0 0 0 517739 360731 76556 3 false true false CASAS BONITAS - AZ 4150 W NORTHERN AVE PHOENIX AZ 85051 JANITORIAL 3555818 UKG INC 2250 NORTH COMMERCE PARKWAY WESTON FL 33326 TECHNOLOGY 706834 FENNEMORE CRAIG PC 2394 E CAMELBACK RD STE 600 PHOENIX AZ 850163429 LEGAL 531030 VEEYA 4561 E MCDOWELL RD STE 100 PHOENIX AZ 85005 TECHNOLOGY 497143 FESTER & CHAPMAN PLLC 9019 E BAHIA DR 100 SCOTTSDALE AZ 85260 ACCOUNTING 262300 15 564650 1472001 175922 2212573 RENTAL INCOME 531120 20728379 20728379 MANAGEMENT FEES 561000 14696008 14696008 CO-CURRICULAR ACTIVITIES 611710 3641325 3641325 FACILITIES SUPPORT SERVICES 611710 993245 993245 40058957 1851441 1851441 564650 348367 -348367 MISCELLANEOUS 611710 316631 316631 316631 44091235 40375588 1851441 3405932 3405932 222417 183329 28611 10477 8660222 7138255 1114027 407940 10915 3707 578 6630 941442 768747 119975 52720 673218 555152 86639 31427 3708455 3207828 500627 266156 230226 35930 35661 30847 4814 1493285 1232857 192405 68023 600260 519227 81033 27751 23987 3744 20 485920 357742 55831 72347 1014245 877326 136919 82972 65657 10247 7068 9196040 7954610 1241430 8439318 8439318 OTHER 2644990 1668713 791971 184306 SUPPLIES 329617 284668 44426 523 PROFESSIONAL DEVELOPMENT 284154 236314 36880 10960 CO-CURRICULAR ACTIVITIES 181038 156599 24439 56992 20517 3202 33273 42761000 37361558 4513728 885714 14976339 14675188 1430950 1496617 16345 1745 -1311707 -1295123 1127256 128977 258740998 60566505 201334891 198174493 45778910 41998369 263352984 255180266 7257685 5688825 3319050 398090 235059283 229198076 9650209 10488029 255286227 245773020 X 6325412 9275279 1741345 131967 8066757 9407246 263352984 255180266 1330235 10254 X false true X true false X 1379196 1143311 3651981 4545205 2212573 12932266 1379196 1143311 3651981 4545205 2212573 12932266 12932266 251907 46898 58390 792841 1851441 3001477 15933743 172352978 0.81160 0.88160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37361558 37361558 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 SCHEDULE C, PART II-A NO LOBBYING EXPENSES IN THE FISCAL YEAR. 21508431 21508431 222011272 50767515 171243757 14480151 9798990 4681161 741144 741144 198174493 RESTRICTED CASH 28428415 RIGHT OF USE ASSETS 7228374 LOAN ISSUANCE COSTS 3635895 DUE FROM RELATED PARTY 2705685 41998369 OPERATING LEASE LIABILITY 10474375 DUE TO RELATED PARTY 13654 10488029 FALL GALA 564650 564650 348367 564650 564650 348367 348367 -348367 true ROOSEVELT PREPARATORY ACADEMY 701 N 44TH STREET PHOENIX AZ 85008 050527441 3 752027 FMV EDUCATION ARCHWAY CLASSICAL ACADEMY CHANDLER 701 N 44TH STREET PHOENIX AZ 85008 273723907 3 106298 FMV EDUCATION ARCHWAY CLASSICAL ACADEMY TRIVIUM 701 N 44TH STREET PHOENIX AZ 85008 273364743 3 86537 FMV EDUCATION ARCHWAY CLASSICAL ACADEMY GLENDALE 701 N 44TH STREET PHOENIX AZ 85008 461014697 3 58649 FMV EDUCATION ARCHWAY CLASSICAL ACADEMY LINCOLN 701 N 44TH STREET PHOENIX AZ 85008 471706688 3 18238 FMV EDUCATION ARCHWAY CLASSICAL ACADEMY NRTH PHNX 701 N 44TH STREET PHOENIX AZ 85008 273364871 3 87657 FMV EDUCATION ARCHWAY CLASSICAL ACADEMY CICERO 701 N 44TH STREET PHOENIX AZ 85008 464065855 3 196158 FMV EDUCATION ARCHWAY CLASSICAL ACADEMY ARETE 701 N 44TH STREET PHOENIX AZ 85008 464061128 3 108730 FMV EDUCATION CICERO PREPARATORY ACADEMY 701 N 44TH STREET PHOENIX AZ 85008 464096974 3 256451 FMV EDUCATION MARYVALE PREPARATORY ACADEMY 701 N 44TH STREET PHOENIX AZ 85008 273289377 3 1431359 FMV EDUCATION ARCHWAY CLASSICAL ACADEMY VERITAS 701 N 44TH STREET PHOENIX AZ 85008 273364820 3 294653 FMV EDUCATION 2 SCHEDULE I, PAGE 1, PART I, LINE 2 GREAT HEARTS ARIZONA GIVES GRANTS TO ORGANIZATIONS TO WHICH THEY PROVIDE MANAGEMENT DUTIES FOR, WHICH ALLOWS THE ORGANIZATION TO CLOSELY MONITOR USE OF GRANT FUNDS. X X X X false false false false false false false false false DANIEL P SCOGGIN VICE CHAIRMAN 360296 200 235 7210 19014 386955 BRANDON CROWE SUPERINTENDENT 203846 200 235 4081 14056 222418 LEANNE FAWCETT EXECUTIVE DIRECTOR 152192 10200 235 3248 6989 172864 KATHERINE MCMILLAN VP OF FINANCE 140396 10200 235 3012 18946 172789 A THE INDUSTRIAL DEVELOPMENT AUTHORIT OF THE CITY OF PHOENIX ARIZONA 522038405 71885FEG8 2016-02-01 48440000 EDUCATION FACILITY AND REFUND BONDS ISSUED false false false B THE INDUSTRIAL DEVELOPMENT AUTHORIT OF THE CITY OF PHOENIX ARIZONA 522038405 71885FDK0 2014-10-23 81679781 EDUCATION FACTILITY AND REFUND BONDS false false false C THE INDUSTRIAL DEVELOPMENT AUTHORIT OF THE COUNTY OF MARICOPA 860445263 56681NBT3 2017-07-01 32240000 EDUCATION FACILITY AND REFUND BONDS ISSUED false false false D THE INDUSTRIAL DEVELOPMENT AUTHORIT OF THE COUNTY OF MARICOPA 860445263 56681NCN5 2017-11-01 19500000 EDUCATION FACTILITY AND REFUND BONDS false false false A 2016 true false true true B 2014 true false true true C 2017 true false true true D 2017 false false true true A false false false false false false true B false false false false false false true C false false false false false false false D false false false false false false false A false false false false false false false false true B false false false false false false false false true C false false false false false false false false false D false false false false false false false false false A false B false C false D false PURPOSE OF ISSUE DESCRIPTION THE INDUSTRIAL DEVELOPMENT AUTHORITY EDUCATION FACILITY AND REFUND BONDS ISSUED PURPOSE OF ISSUE DESCRIPTION THE INDUSTRIAL DEVELOPMENT AUTHORITY EDUCATION FACTILITY AND REFUND BONDS PURPOSE OF ISSUE DESCRIPTION THE INDUSTRIAL DEVELOPMENT AUTHORITY EDUCATION FACILITY AND REFUND BONDS ISSUED PURPOSE OF ISSUE DESCRIPTION THE INDUSTRIAL DEVELOPMENT AUTHORITY EDUCATION FACTILITY AND REFUND BONDS A ARIZONA INDUSTRIAL DEVELOPMENT AUTHORITY 2021-06-01 59020000 false false false A false false false false A false false false false false false false A false false false false false false false false false A false FORM 990 - ORGANIZATION'S MISSION GREAT HEARTS IS A NON-PROFIT NETWORK OF PUBLIC CHARTER SCHOOLS DEDICATED TO IMPROVING EDUCATION NATIONWIDE THROUGH CLASSICAL PREPARATORY K-12 ACADEMIES. A GREAT HEARTS EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. WITH A CURRICULUM BUILT UPON A CLASSICAL LIBERAL ARTS TRADITION AND A REVOLUTIONARY APPROACH TO SCHOOL ITSELF, GREAT HEARTS CULTIVATES THE HEARTS AND MINDS OF STUDENTS IN THE PURSUIT OF TRUTH, GOODNESS, AND BEAUTY. FORM 990, PAGE 6, PART VI, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS GREATHEARTS AMERICA, AN ORGANIZATION EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SETION 501(C)(3). FORM 990, PAGE 6, PART VI, LINE 7A THE ORGANIZATION'S TAX-EXEMPT SOLE MEMBER APPOINTS THE ORGANIZATION'S DIRECTORS, FILLS VACANCIES ON THE BOARD, AND MAY REMOVE DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT COPY IS SENT TO THE GREAT HEARTS ARIZONA BOARD MEMBERS BEFORE IT WAS FILED NOTING THE REVIEW THE VP OF FINANCE FOR GREAT HEARTS ARIZONA HAD COMPLETED REGARDING THE DOCUMENT. THE BOARD WAS GIVEN THE OPPORTUNITY TO ASK ANY QUESTIONS REGARDING THE DOCUMENT. AFTER FILING, COPIES ARE POSTED ON THE GREATHEARTS WEBSITE. LOCATED HERE: HTTPS://WWW.GREATHEARTSAMERICA.ORG/FINANCE-COMPLIANCE/ FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS COMPLETE AND SIGN A CONFLICT OF INTEREST FORM ANNUALLY. OFFICERS AND ALL EMPLOYEES ARE REQUIRED TO SIGN THE EMPLOYEE HANDBOOK ANNUALLY. THE HANDBOOK INCLUDES A CONFLICT OF INTEREST FORM WHICH NEEDS TO BE COMPLETED AND SUBMITTED TO HUMAN RESOURCES IF A POTENTIAL CONFLICT OF INTEREST EXISTS. THESE DOCUMENTS ARE REVIEWED BY HUMAN RESOURCES AND ANY CONFLICTS ARE IDENTIFIED AND REPORTED TO THE AUDITORS AND THE BOARD TO MONITOR. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR OFFICERS, EMPLOYEES AND FACULTY ARE DETERMINED BASED ON INDEPENDENT COMPENSATION STUDIES AND SALARIES OF COMPARABLE NON-PROFIT ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD APPROVES COMPENSATION FOR KEY STAFF. FORM 990, PAGE 6, PART VI, LINE 19 THE 990 TAX RETURN AND VARIOUS FINANCIAL AND COMPLIANCE RELATED ITEMS ARE POSTED ON THE GREAT HEARTS WEBSITE. FORM 1023 IS AVAILABLE UPON REQUEST. THE LINK IS AS FOLLOWS: HTTPS://WWW.GREATHEARTSAMERICA.ORG/FINANCE- COMPLIANCE/ ANTHEM PREPARATORY ACADEMY 701 N 44TH STREET PHOENIX AZ 85008 270375682 EDUCATION AZ 3 2 GH AMERICA false ARCHWAY ACADEMY ARETE 701 N 44TH STREET PHOENIX AZ 85008 464061128 EDUCATION AZ 3 2 GH AMERICA false ARCHWAY ACADEMY CHANDLER 701 N 44TH STREET PHOENIX AZ 85008 273723907 EDUCATION AZ 3 2 GH AMERICA false ARCHWAY ACADEMY CICERO 701 N 44TH STREET PHOENIX AZ 85008 464065855 EDUCATION AZ 3 2 GH AMERICA false ARCHWAY ACADEMY GLENDALE 701 N 44TH STREET PHOENIX AZ 85008 461014697 EDUCATION AZ 3 2 GH AMERICA false ARCHWAY ACADEMY LINCOLN 701 N 44TH STREET PHOENIX AZ 85008 471706688 EDUCATION AZ 3 2 GH AMERICA false ARCHWAY ACADEMY VERITAS 701 N 44TH STREET PHOENIX AZ 85008 273364820 EDUCATION AZ 3 2 GH AMERICA false ARCHWAY ACADEMY NORTH PHOENIX 701 N 44TH STREET PHOENIX AZ 85008 273364871 EDUCATION AZ 3 2 GH AMERICA false ARCHWAY ACADEMY SCOTTSDALE 701 N 44TH STREET PHOENIX AZ 85008 273364842 EDUCATION AZ 3 2 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