GREATHEARTS ARIZONA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GREATHEARTS ARIZONA (EIN 20-2036133)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201541359349308949
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T15:24:22-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860494040 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FESTER & CHAPMAN PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 N 3RD ST STE 275 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 850122086 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202036133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT HEARTS ACADEMIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 4808999181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3102 N 56TH ST | AddressLine1 |
| Address Line2 | ROOM/SUITE 300 | AddressLine2 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85018 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD HUSETH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4808999181 | PhoneNum |
| Signature | 2015-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL R LOCKE CPA | PreparerPersonNm |
| PTIN | P00450405 | PTIN |
| Phone | 6022643077 | PhoneNum |
| Preparation | 2015-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WARD HUSETH CFO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3102 N 56TH ST SUITE 300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,458,835 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GREATHEARTSAZ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF GREAT HEARTS ACADEMIES IS TO CREATE A NATIONAL NETWORK OF ACADEMICALLY RIGOROUS, CLASSICAL, LIBERAL ARTS PRIMARY, MIDDLE, AND HIGH SCHOOLS. THIS NETWORK WILL PREPARE ITS GRADUATES FOR SUCCESS IN THE MOST HIGHLY SELECTIVE COLLEGES AND UNIVERSITIES IN THE NATION, AND TO BE LEADERS IN CREATING A MORE PHILOSOPHICAL, HUMANE, AND JUST SOCIETY. GREAT HEARTS PUBLIC ACADEMIES SURPASS THE BEST PUBLIC AND PRIVATE SCHOOL OPTIONS IN ACADEMIC OUTCOMES, STUDENT MORAL FORMATION, AND COMPREHENSIVE EXTRA- CURRICULAR PARTICIPATION. THE ULTIMATE GOAL OF THE ORGANIZATION IS TO GRADUATE GREAT-HEARTED YOUNG MEN AND WOMEN WHO POSSESS A SENSE OF DESTINY AND PURPOSE THAT IS DIRECTED TO THE SERVICE OF THE GREATER GOOD. BY ENGAGING IN AN INTENSE AND FORMATIVE DIALOGUE WITH THE GREAT BOOKS AND IDEAS OF WESTERN CULTURE, BY CONVERSING WITH PEERS AND TEACHERS WHO ALSO SEEK THE TRUTH, STUDENTS COME TO UNDERSTAND MORE FULLY WHAT IT MEANS TO BE A HUMAN BEING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 1193 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,616,557 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,250,207 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,687,501 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,170,844 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,471 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,784 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,808 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,388,337 | PYTotalRevenueAmt |
| CY Total Revenue | $12,458,835 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,581,503 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,827,901 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $127,148 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,765,918 | PYOtherExpensesAmt |
| CY Other Expenses | $7,423,288 | CYOtherExpensesAmt |
| PY Total Expenses | $8,347,421 | PYTotalExpensesAmt |
| CY Total Expenses | $11,251,189 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,040,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,207,646 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,238,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,848,140 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,212,954 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $79,615,355 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,025,139 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,232,785 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF GREAT HEARTS ACADEMIES IS TO CREATE A NATIONAL NETWORK OF ACADEMICALLY RIGOROUS, CLASSICAL, LIBERAL ARTS PRIMARY, MIDDLE, AND HIGH SCHOOLS. THIS NETWORK WILL PREPARE ITS GRADUATES FOR SUCCESS IN THE MOST HIGHLY SELECTIVE COLLEGES AND UNIVERSITIES IN THE NATION, AND TO BE LEADERS IN CREATING A MORE PHILOSOPHICAL, HUMANE, AND JUST SOCIETY. GREAT HEARTS PUBLIC ACADEMIES SURPASS THE BEST PUBLIC AND PRIVATE SCHOOL OPTIONS IN ACADEMIC OUTCOMES, STUDENT MORAL FORMATION, AND COMPREHENSIVE EXTRA- CURRICULAR PARTICIPATION. THE ULTIMATE GOAL OF THE ORGANIZATION IS TO GRADUATE GREAT-HEARTED YOUNG MEN AND WOMEN WHO POSSESS A SENSE OF DESTINY AND PURPOSE THAT IS DIRECTED TO THE SERVICE OF THE GREATER GOOD. BY ENGAGING IN AN INTENSE AND FORMATIVE DIALOGUE WITH THE GREAT BOOKS AND IDEAS OF WESTERN CULTURE, BY CONVERSING WITH PEERS AND TEACHERS WHO ALSO SEEK THE TRUTH, STUDENTS COME TO UNDERSTAND MORE FULLY WHAT IT MEANS TO BE A HUMAN BEING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,506,102 | ExpenseAmt |
| Desc | THE MISSION OF GREAT HEARTS ACADEMIES IS TO CREATE A NATIONAL NETWORK OF ACADEMICALLY RIGOROUS, CLASSICAL, LIBERAL ARTS PRIMARY, MIDDLE, AND HIGH SCHOOLS. THIS NETWORK WILL PREPARE ITS GRADUATES FOR SUCCESS IN THE MOST HIGHLY SELECTIVE COLLEGES AND UNIVERSITIES IN THE NATION, AND TO BE LEADERS IN CREATING A MORE PHILOSOPHICAL, HUMANE, AND JUST SOCIETY. GREAT HEARTS PUBLIC ACADEMIES SURPASS THE BEST PUBLIC AND PRIVATE SCHOOL OPTIONS IN ACADEMIC OUTCOMES, STUDENT MORAL FORMATION, AND COMPREHENSIVE EXTRA- CURRICULAR PARTICIPATION. THE ULTIMATE GOAL OF THE ORGANIZATION IS TO GRADUATE GREAT-HEARTED YOUNG MEN AND WOMEN WHO POSSESS A SENSE OF DESTINY AND PURPOSE THAT IS DIRECTED TO THE SERVICE OF THE GREATER GOOD. BY ENGAGING IN AN INTENSE AND FORMATIVE DIALOGUE WITH THE GREAT BOOKS AND IDEAS OF WESTERN CULTURE, BY CONVERSING WITH PEERS AND TEACHERS WHO ALSO SEEK THE TRUTH, STUDENTS COME TO UNDERSTAND MORE FULLY WHAT IT MEANS TO BE A HUMAN BEING. | Desc |
| Total Program Service Expenses | $3,506,102 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1193 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 6024387045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3102 N 56TH STREET SUITE 300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85018 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| DAN SCOGGIN | |||||||
| CEO | 40.00 | 5.00 | Yes (X) | Yes (X) | $185,658 | $0 | $6,721 |
| JAMES HEILER | |||||||
| PRESIDENT | 40.00 | 5.00 | Yes (X) | Yes (X) | $75,200 | $0 | $0 |
| MIKE GORDON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CLINT BOLICK | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KURT DAVIS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR JACK X EVANS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DERRICK HALL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LISA HANDLEY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HUGH HEWITT | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARIANNE CRACCHIOLO MAGO | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LOCK | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TUCKER QUAYLE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN MCNEIL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REED PORTER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA RALSTON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DON ULRICH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE ZABILSKI | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE JONES | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY KUNASEK | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL MONTGOMERY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA PACHECO | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANN PRITZLAFF SYMINGTON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP TIRONE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WARD HUSETH | |||||||
| CFO | 40.00 | 5.00 | Yes (X) | $176,742 | $0 | $4,934 | |
| AARON KINDLE | |||||||
| VP | 40.00 | 5.00 | Yes (X) | $128,263 | $0 | $10,281 | |
| KIANN MAPES | |||||||
| CTO | 40.00 | 5.00 | Yes (X) | $124,567 | $0 | $6,289 | |
| ANDREW ELLISON | |||||||
| VP | 40.00 | 5.00 | Yes (X) | $122,617 | $0 | $2,299 | |
| HELEN HAYES | |||||||
| VP | 40.00 | 5.00 | Yes (X) | $113,175 | $0 | $5,401 | |
| ERIK TWIST | |||||||
| VP | 40.00 | 5.00 | Yes (X) | $103,517 | $0 | $6,148 | |
| JEFF VAN BRUNT | |||||||
| CDO | 40.00 | 5.00 | Yes (X) | $99,150 | $0 | $3,799 | |
| PETER BEZANSON | |||||||
| CAO | 40.00 | 5.00 | Yes (X) | $79,250 | $0 | $5,824 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,208,139 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $51,696 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NATION GROUP LLC | |||||
| 7201 E CAMELBACK ROAD SUITE 360 | SCOTTSDALE | AZ | 85251 | CONSTRUCTION | $740,580 |
| RESOURCES GLOBAL PROFESSIONALS | |||||
| 1000 WILSHIRE BOULEVARD SUITE 1600 | LOS ANGELES | CA | 900172472 | CONSULTING | $229,485 |
| DEBORAH PERRAULT | |||||
| 14827 N 177TH AVE | SURPRISE | AZ | 85388 | CONSULTING | $102,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $400,000 | RelatedOrganizationsAmt |
| All Other Contributions | $1,850,207 | AllOtherContributionsAmt |
| Total Contributions | $2,250,207 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| RENTAL INCOME | 531120 | $4,426,384 | $4,426,384 | |
| MANAGEMENT FEES | 561000 | $3,986,191 | $3,986,191 | |
| CO-CURRICULAR ACTIVITIES | 611710 | $1,576,828 | $1,576,828 | |
| FACILITIES SUPPORT SERVICES | 611710 | $162,284 | $162,284 | |
| SUMMER INSTITUTE | 611710 | $19,157 | $19,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,170,844 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,784 | TotalRevenueColumnAmt |
| Exclusion | $37,784 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,458,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,744,460 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,464,168 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,259,829 | TotalAmt |
| Program Services | $412,190 | ProgramServicesAmt |
| Management And General | $847,639 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,818 | TotalAmt |
| Program Services | $48,400 | ProgramServicesAmt |
| Management And General | $1,747,073 | ManagementAndGeneralAmt |
| Fundraising | $2,345 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,155 | TotalAmt |
| Program Services | $244 | ProgramServicesAmt |
| Management And General | $4,677 | ManagementAndGeneralAmt |
| Fundraising | $234 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,148 | TotalAmt |
| Program Services | $47,021 | ProgramServicesAmt |
| Management And General | $456,358 | ManagementAndGeneralAmt |
| Fundraising | $30,769 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,951 | TotalAmt |
| Program Services | $36,975 | ProgramServicesAmt |
| Management And General | $176,097 | ManagementAndGeneralAmt |
| Fundraising | $17,879 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,762 | TotalAmt |
| Management And General | $307,762 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,492 | TotalAmt |
| Program Services | $29,467 | ProgramServicesAmt |
| Management And General | $9,025 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,500 | TotalAmt |
| Program Services | $7,125 | ProgramServicesAmt |
| Management And General | $2,375 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,327 | TotalAmt |
| Program Services | $158,907 | ProgramServicesAmt |
| Management And General | $523,796 | ManagementAndGeneralAmt |
| Fundraising | $1,624 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,079 | TotalAmt |
| Management And General | $4,809 | ManagementAndGeneralAmt |
| Fundraising | $44,270 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,560 | TotalAmt |
| Management And General | $38,275 | ManagementAndGeneralAmt |
| Fundraising | $285 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,557 | TotalAmt |
| Program Services | $10,502 | ProgramServicesAmt |
| Management And General | $96,887 | ManagementAndGeneralAmt |
| Fundraising | $8,168 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
| Program Services | $112,500 | ProgramServicesAmt |
| Management And General | $37,500 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,039 | TotalAmt |
| Program Services | $6,478 | ProgramServicesAmt |
| Management And General | $55,690 | ManagementAndGeneralAmt |
| Fundraising | $871 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,685,810 | TotalAmt |
| Management And General | $2,685,810 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,717,274 | TotalAmt |
| Program Services | $1,717,274 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CO-CURRICULAR ACTIVITIES | $878,714 | $878,714 | ||
| OTHER | $581,483 | $35,486 | $545,056 | $941 |
| SUPPLIES | $57,072 | $4,746 | $36,446 | $15,880 |
| REPAIRS AND MAINTENANCE | $42,937 | $73 | $42,664 | $200 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,682 | TotalAmt |
| Fundraising | $3,682 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,251,189 | TotalAmt |
| Program Services | $3,506,102 | ProgramServicesAmt |
| Management And General | $7,617,939 | ManagementAndGeneralAmt |
| Fundraising | $127,148 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,132,294 | BOYAmt |
| EOY | $4,921,450 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,022 | BOYAmt |
| EOY | $1,165,917 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,824,101 | BOYAmt |
| EOY | $754,312 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,149 | BOYAmt |
| EOY | $2,329,744 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,752 | BOYAmt |
| EOY | $562,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,384,696 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,437,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,074,804 | BOYAmt |
| EOY | $74,947,430 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,453,968 | BOYAmt |
| EOY | $2,147,096 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,003 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,238,093 | BOYAmt |
| EOY | $86,848,140 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,101,362 | BOYAmt |
| EOY | $6,448,279 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,640,000 | BOYAmt |
| EOY | $69,058,393 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,324,848 | BOYAmt |
| EOY | $2,531,822 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,744 | BOYAmt |
| EOY | $1,576,861 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,212,954 | BOYAmt |
| EOY | $79,615,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,379,117 | BOYAmt |
| EOY | $6,066,868 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,022 | BOYAmt |
| EOY | $1,165,917 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,025,139 | BOYAmt |
| EOY | $7,232,785 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,238,093 | BOYAmt |
| EOY | $86,848,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,207,646 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,420,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,545,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,221,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,616,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,250,207 | CurrentTaxYearAmt |
| Total | $11,054,930 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,420,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,545,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,221,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,616,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,250,207 | CurrentTaxYearAmt |
| Total | $11,054,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $394,442 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,660,488 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $502,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,975,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,348,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,464,168 | CurrentTaxYearAmt |
| Total | $10,334,019 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,388,949 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,744,460 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,246,550 | OtherCostOrOtherBasisAmt |
| Book Value | $7,246,550 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,750,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,178,823 | DepreciationAmt |
| Book Value | $43,572,011 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,199,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $258,443 | DepreciationAmt |
| Book Value | $941,461 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,187,408 | OtherCostOrOtherBasisAmt |
| Book Value | $23,187,408 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $74,947,430 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $1,046,950 |
| LINE OF CREDIT | $529,911 |
| OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,576,861 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. THE ORGANIZATION'S FORMS 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED, AND THE RELATED STATE OF ARIZONA FORMS 990 WILL GENERALLY BE SUBJECT TO EXAMINATION FOR FOUR YEARS FROM THE LATER OF THE DUE DATE OR THE FILE DATE OF THE TAX RETURN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| DAN SCOGGIN | |||
| CEO | $185,658 | $6,721 | $192,379 |
| WARD HUSETH | |||
| CFO | $176,742 | $4,934 | $181,676 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| IDA OF THE TOWN OF FLORENCE ARIZON | |||||||
| A | 341975556 | 340375AD6 | 2010-12-01 | $11,630,000 | false | false | false |
| IDA OF THE CITY OF PHOENIX ARIZONA | |||||||
| B | 71885FAQ0 | 2012-01-01 | $16,425,000 | false | false | false | |
| IDA OF THE CITY OF PHOENIX ARIZONA | |||||||
| C | 71885FBE6 | 2012-11-01 | $12,585,000 | false | false | false | |
| IDA OF THE CITY OF PHOENIX ARIZONA | |||||||
| D | 2013-11-01 | $9,053,716 | false | false | false | ||
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|
| A | false | false | false | false |
| B | false | false | false | false |
| C | false | false | false | false |
| D | false | false | false | false |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false | false | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF GREAT HEARTS ACADEMIES IS TO CREATE A NATIONAL NETWORK OF ACADEMICALLY RIGOROUS, CLASSICAL, LIBERAL ARTS PRIMARY, MIDDLE, AND HIGH SCHOOLS. THIS NETWORK WILL PREPARE ITS GRADUATES FOR SUCCESS IN THE MOST HIGHLY SELECTIVE COLLEGES AND UNIVERSITIES IN THE NATION, AND TO BE LEADERS IN CREATING A MORE PHILOSOPHICAL, HUMANE, AND JUST SOCIETY. GREAT HEARTS PUBLIC ACADEMIES SURPASS THE BEST PUBLIC AND PRIVATE SCHOOL OPTIONS IN ACADEMIC OUTCOMES, STUDENT MORAL FORMATION, AND COMPREHENSIVE EXTRA- CURRICULAR PARTICIPATION. THE ULTIMATE GOAL OF THE ORGANIZATION IS TO GRADUATE GREAT-HEARTED YOUNG MEN AND WOMEN WHO POSSESS A SENSE OF DESTINY AND PURPOSE THAT IS DIRECTED TO THE SERVICE OF THE GREATER GOOD. BY ENGAGING IN AN INTENSE AND FORMATIVE DIALOGUE WITH THE GREAT BOOKS AND IDEAS OF WESTERN CULTURE, BY CONVERSING WITH PEERS AND TEACHERS WHO ALSO SEEK THE TRUTH, STUDENTS COME TO UNDERSTAND MORE FULLY WHAT IT MEANS TO BE A HUMAN BEING. |
| FORM 990, PAGE 1, PART I, LINE 6 | THE VOLUNTEERS HELP IN CLASSROOMS AND SUPPORT TEACHERS AND STUDENTS. |
| FORM 990, PAGE 2, PART III, LINE 4A | FORMATIVE DIALOGUE WITH THE GREAT BOOKS AND IDEAS OF WESTERN CULTURE, BY CONVERSING WITH PEERS AND TEACHERS WHO ALSO SEEK THE TRUTH, STUDENTS COME TO UNDERSTAND MORE FULLY WHAT IT MEANS TO BE A HUMAN BEING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS PREPARED BY AN EXTERNAL CPA FIRM AND IS REVIEWED INTERNALLY BY THE CFO. AFTER COMPLETING THE CFO REVIEW, THE RETURNS ARE FINALIZED AND THEN REVIEWED BY THE GREAT HEARTS AUDIT COMMITTEE PRIOR TO BEING SIGNED BY THE CFO. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS, OFICERS AND ALL EMPLOYEEES COMPLETE AND SIGN A CONFLICT OF INTEREST AGREEMENT. THESE AGREEMENTS 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 | SUBJECT TO THE SCHOOL'S CONFLICT OF INTEREST POLICY, THE SCHOOL'S TAX- EXEMPT SOLE MEMBER AND THE SCHOOL'S BOARD APPROVE THE COMPENSATION OF KEY STAFF SUCH AS HEADMASTER AND ASSISTANT HEADMASTER. |
| FORM 990, PAGE 6, PART VI, LINE 15B | EMPLOYEES AND FACULTY ARE DETERMINED BASED ON AN ORGANIZATION WIDE SALARY RANGE TABLE WHICH FACTORS IN EDUCATION AND EXPERIENCE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL BOARD MEETINGS ARE POSTED IN ADVANCE IN ACCORDANCE WITH ARIZONA OPEN MEETING LAWS. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BOTH AT THE MEETING OR FOLLOWING THE MEETING AND UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 | Controlled OrganizationControlledOrganizationInd | Business Name Line2DisregardedEntityName/BusinessNameLine2 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHANDLER PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 202075176 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| GLENDALE PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 208760987 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| ARETE PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 205332933 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| TELEOS PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 262700807 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| VERITAS PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 050527441 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| SCOTTSDALE PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 208778703 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| TRIVIUM PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 262700807 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| ANTHEM PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 270375682 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| ARCHWAY CLASSICAL ACADEMY VERITAS | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 273364820 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| ARCHWAY CLASSICAL ACADEMY TRIVIUM | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 273364743 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| ARCHWAY CLASSICAL ACADEMY SCOTTSDAL | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 273364842 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| ARCHWAY CLASSICAL ACADEMY NORTH | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 273364871 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | PHOENIX | |
| NORTH PHOENIX PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 273322474 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| ARCHWAY CLASSICAL ACADEMY CHANDLER | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 273723907 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| MARYVALE PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 273289377 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| ARCHWAY CLASSICAL ACADEMY GLENDALE | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 461014697 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| GREAT HEARTS AMERICA | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 454306715 | EDUCATION | AZ | 3 | 7 | false | N/A | |||
| ARCHWAY CLASSICAL ACADEMY CICERO | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 464065855 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| ARCHWAY CLASSICAL ACADEMY ARETE | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 464061128 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| CICERO PREPARATORY ACADEMY | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 464096974 | EDUCATION | AZ | 3 | 2 | GREAT | HEARTS ACADEMIES | Yes (true) | ||
| GREAT HEARTS AMERICA - TEXAS | |||||||||||||
| 3102 N 56TH STREET SUITE 300 | PHOENIX | AZ | 85018 | 431973126 | EDUCATION | AZ | 3 | 2 | false | N/A | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (68 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ANTHEM PREPARATORY ACADEMY | ||
| Q | $354,293 | FMV |
| ANTHEM PREPARATORY ACADEMY | ||
| O | $3,055,486 | FMV |
| ARCHWAY CLASSICAL ACADEMY CHANDLER | ||
| J | $466,317 | FMV |
| ARCHWAY CLASSICAL ACADEMY CHANDLER | ||
| Q | $248,703 | FMV |
| ARCHWAY CLASSICAL ACADEMY CHANDLER | ||
| O | $2,205,632 | FMV |
| ARCHWAY CLASSICAL ACADEMY NORTH PHO | ||
| O | $2,075,864 | FMV |
| ARCHWAY CLASSICAL ACADEMY NORTH PHO | ||
| D | $150,000 | BALANCE OWED |
| ARCHWAY CLASSICAL ACADEMY NORTH PHO | ||
| Q | $229,687 | FMV |
| ARCHWAY CLASSICAL ACADEMY SCOTTSDAL | ||
| Q | $204,166 | FMV |
| ARCHWAY CLASSICAL ACADEMY SCOTTSDAL | ||
| O | $1,818,949 | FMV |
| ARCHWAY CLASSICAL ACADEMY TRIVIUM | ||
| Q | $261,168 | FMV |
| ARCHWAY CLASSICAL ACADEMY TRIVIUM | ||
| O | $2,204,631 | FMV |
| ARCHWAY CLASSICAL ACADEMY VERITAS | ||
| J | $652,984 | FMV |
| ARCHWAY CLASSICAL ACADEMY VERITAS | ||
| K | $150,000 | FMV |
| ARCHWAY CLASSICAL ACADEMY VERITAS | ||
| Q | $254,081 | FMV |
| ARCHWAY CLASSICAL ACADEMY VERITAS | ||
| O | $2,411,746 | FMV |
| CHANDLER PREPARATORY ACADEMY | ||
| J | $712,215 | FMV |
| CHANDLER PREPARATORY ACADEMY | ||
| Q | $379,848 | FMV |
| CHANDLER PREPARATORY ACADEMY | ||
| O | $3,398,771 | FMV |
| GLENDALE PREPARATORY ACADEMY | ||
| Q | $227,336 | FMV |
| GLENDALE PREPARATORY ACADEMY | ||
| O | $1,748,694 | FMV |
| GLENDALE PREPARATORY ACADEMY | ||
| B | $400,000 | FMV |
| MARYVALE PREPARATORY ACADEMY | ||
| Q | $106,004 | FMV |
| MARYVALE PREPARATORY ACADEMY | ||
| D | $2,703,247 | BALANCE OWED |
| MARYVALE PREPARATORY ACADEMY | ||
| O | $1,168,497 | FMV |
| ARETE PREPARATORY ACADEMY | ||
| Q | $232,424 | FMV |
| ARETE PREPARATORY ACADEMY | ||
| O | $2,053,192 | FMV |
| NORTH PHOENIX PREPARATORY ACADEMY | ||
| Q | $105,825 | FMV |
| NORTH PHOENIX PREPARATORY ACADEMY | ||
| D | $150,000 | BALANCE OWED |
| NORTH PHOENIX PREPARATORY ACADEMY | ||
| O | $874,105 | FMV |
| SCOTTSDALE PREPARATORY ACADEMY | ||
| J | $932,183 | FMV |
| SCOTTSDALE PREPARATORY ACADEMY | ||
| Q | $442,352 | FMV |
| SCOTTSDALE PREPARATORY ACADEMY | ||
| O | $3,721,556 | FMV |
| TELEOS PREPARATORY ACADEMY | ||
| D | $279,744 | BALANCE OWED |
| TELEOS PREPARATORY ACADEMY | ||
| Q | $111,200 | FMV |
| TELEOS PREPARATORY ACADEMY | ||
| O | $1,256,221 | FMV |
| TRIVIUM PREPARATORY ACADEMY | ||
| Q | $133,155 | FMV |
| TRIVIUM PREPARATORY ACADEMY | ||
| O | $1,041,486 | FMV |
| VERITAS PREPARATORY ACADEMY | ||
| O | $3,375,855 | FMV |
| VERITAS PREPARATORY ACADEMY | ||
| Q | $375,768 | FMV |
| VERITAS PREPARATORY ACADEMY | ||
| J | $704,564 | FMV |
| ARCHWAY CLASSICAL ACADEMY GLENDALE | ||
| D | $100,000 | BALANCE OWED |
| ARCHWAY CLASSICAL ACADEMY GLENDALE | ||
| J | $526,405 | FMV |
| ARCHWAY CLASSICAL ACADEMY GLENDALE | ||
| O | $2,062,509 | FMV |
| ARCHWAY CLASSICAL ACADEMY GLENDALE | ||
| Q | $320,184 | FMV |
| GREAT HEARTS AMERICA | ||
| D | $1,457,780 | BALANCE OWED |
| GLENDALE PREPARATORY ACADEMY | ||
| J | $438,395 | FMV |
| VERITAS PREPARATORY ACADEMY | ||
| Q | $38,440 | FMV |
| GLENDALE PREPARATORY ACADEMY | ||
| Q | $21,848 | FMV |
| TELEOS PREPARATORY ACADEMY | ||
| Q | $47,409 | FMV |
| ANTHEM PREPARATORY ACADEMY | ||
| Q | $4,719 | FMV |
| ARCHWAY CLASSICAL ACADEMY VERITAS | ||
| Q | $5,186 | FMV |
| TRIVIUM PREPARATORY ACADEMY | ||
| Q | $1,040 | FMV |
| NORTH PHOENIX PREPARATORY ACADEMY | ||
| Q | $5,994 | FMV |
| ARCHWAY CLASSICAL ACADEMY GLENDALE | ||
| Q | $36,127 | FMV |
| ARCHWAY CLASSICAL ACADEMY ARETE | ||
| Q | $130,697 | FMV |
| CICERO PREPARATORY ACADEMY | ||
| Q | $52,359 | FMV |
| ARCHWAY CLASSICAL ACADEMY CICERO | ||
| Q | $145,033 | FMV |
| GREAT HEARTS AMERICA - TEXAS | ||
| Q | $835 | FMV |
| CHANDLER PREPARATORY ACADEMY | ||
| P | $283,701 | FMV |
| MESA PREPARATORY ACADEMY | ||
| P | $220,034 | FMV |
| SCOTTSDALE PREPARATORY ACADEMY | ||
| P | $236,734 | FMV |
| ARCHWAY CLASSICAL ACADEMY CHANDLER | ||
| P | $201,368 | FMV |
| ARCHWAY CLASSICAL ACADEMY SCOTTSDAL | ||
| P | $9,319 | FMV |
| ARCHWAY CLASSICAL ACADEMY TRIVIUM | ||
| P | $3,178 | FMV |
| MARYVALE PREPARATORY ACADEMY | ||
| P | $47,187 | FMV |
| ARCHWAY CLASSICAL ACADEMY NORTH PHO | ||
| P | $3,209 | FMV |
| GREAT HEARTS AMERICA | ||
| P | $42,220 | FMV |