GREAT HEARTS AMERICA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GREAT HEARTS AMERICA (EIN 45-4306715)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202601349349310215
- Schema version
- 2024v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T16:31:01-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821455657 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FESTER & CHAPMAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9019 E BAHIA DR STE 100 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454306715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATHEARTS AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 6024387045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 E HILTON AVE STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW BUSHARD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4808999181 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL R LOCKE CPA | PreparerPersonNm |
| PTIN | P00450405 | PTIN |
| Phone | 6022643077 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MATTHEW BUSHARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 E HILTON AVE STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,511,969 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.GREATHEARTSAMERICA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 3412 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,023,898 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,832,682 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,420,756 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,383,089 | CYProgramServiceRevenueAmt |
| PY Investment Income | $280,081 | PYInvestmentIncomeAmt |
| CY Investment Income | $249,216 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,128 | PYOtherRevenueAmt |
| CY Other Revenue | $46,982 | CYOtherRevenueAmt |
| PY Total Revenue | $18,763,863 | PYTotalRevenueAmt |
| CY Total Revenue | $18,511,969 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $21,878 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,548,860 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,855,765 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $628,064 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,901,945 | PYOtherExpensesAmt |
| CY Other Expenses | $8,881,449 | CYOtherExpensesAmt |
| PY Total Expenses | $17,450,805 | PYTotalExpensesAmt |
| CY Total Expenses | $22,759,092 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,313,058 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,247,123 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,051,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,374,549 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,993,925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,562,698 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,057,901 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$188,149 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,061,679 | ExpenseAmt |
| Grant | $21,878 | GrantAmt |
| Revenue | $14,383,089 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $19,061,679 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 305 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3412 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | 4717 E HILTON AVE STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DANIEL SCOGGIN | ||||||||
| CHIEF ACADEM | 40.00 | 8.00 | Yes (X) | Yes (X) | $356,648 | $0 | $25,882 | |
| JAY HEILER | ||||||||
| CEO | 40.00 | 6.00 | Yes (X) | Yes (X) | $433,700 | $0 | $23,050 | |
| RON ZOROMSKI | ||||||||
| PRIOR CFO | 40.00 | Yes (X) | $156,770 | $0 | $11,597 | |||
| MATTHEW BUSHARD | ||||||||
| CFO | 40.00 | 4.00 | Yes (X) | $178,085 | $0 | $12,292 | ||
| JAROLD TAWNEY | ||||||||
| CHIEF ACADEM | 40.00 | Yes (X) | $177,068 | $0 | $20,107 | |||
| JERILYN OLSON | ||||||||
| CHIEF PEOPLE | 40.00 | Yes (X) | $177,068 | $0 | $15,502 | |||
| KURT DAVIS | ||||||||
| VICE CHAIR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE WHEELER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MEGAN BEUS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS CUMMINGS | ||||||||
| SR VP OF BUS | 40.00 | $194,000 | $0 | $17,237 | Yes (X) | |||
| ROGER LAMARCA | ||||||||
| SR VP OF BUS | 40.00 | $181,770 | $0 | $20,435 | Yes (X) | |||
| KIANN MAPES | ||||||||
| VP FACULTY T | 40.00 | $159,881 | $0 | $21,662 | Yes (X) | |||
| URIAN ANZALDUA | ||||||||
| SR DIR OF FI | 40.00 | $149,466 | $0 | $1,596 | Yes (X) | |||
| HELEN BAXENDALE | ||||||||
| VP ANALYTICS | 40.00 | $144,507 | $0 | $3,428 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,308,963 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $172,788 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UKG INC | |||||
| PO BOX 930953 | ATLANTA | GA | 31193 | TECHNOLOGY | $1,434,652 |
| CONFIGIO | |||||
| 1825 N HUTCHINSON RD | SPOKANE VALLEY | WA | 99212 | EVENT MGMT | $210,940 |
| CONCUR TECHNOLOGIES | |||||
| 62157 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | TECHNOLOGY | $176,368 |
| INDEED | |||||
| 200 W 6TH STREET FLR 36 | AUSTIN | TX | 78701 | RECRUITMENT | $173,548 |
| AMERICAN PHILANTHROPIC | |||||
| 119 N HIGH ST | WEST CHESTER | PA | 19380 | CONSULTING | $145,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,635,000 | RelatedOrganizationsAmt |
| All Other Contributions | $1,197,682 | AllOtherContributionsAmt |
| Total Contributions | $3,832,682 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT SERVICES FEE | 611710 | $6,720,322 | $6,720,322 |
| OTHER SERVICE FEES | 611710 | $4,067,523 | $4,067,523 |
| CO-CURRICULAR ACTIVITIES | 611710 | $3,595,244 | $3,595,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,383,089 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $249,216 | TotalRevenueColumnAmt |
| Exclusion | $249,216 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $46,982 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,982 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46,982 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,511,969 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,430,071 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $249,216 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,878 | TotalAmt |
| Program Services | $21,878 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,587,770 | TotalAmt |
| Program Services | $1,343,928 | ProgramServicesAmt |
| Management And General | $188,865 | ManagementAndGeneralAmt |
| Fundraising | $54,977 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,077,465 | TotalAmt |
| Program Services | $8,529,800 | ProgramServicesAmt |
| Management And General | $1,198,723 | ManagementAndGeneralAmt |
| Fundraising | $348,942 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,815 | TotalAmt |
| Program Services | $104,434 | ProgramServicesAmt |
| Management And General | $14,447 | ManagementAndGeneralAmt |
| Fundraising | $4,934 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,235 | TotalAmt |
| Program Services | $989,908 | ProgramServicesAmt |
| Management And General | $133,012 | ManagementAndGeneralAmt |
| Fundraising | $59,315 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,480 | TotalAmt |
| Program Services | $749,656 | ProgramServicesAmt |
| Management And General | $104,369 | ManagementAndGeneralAmt |
| Fundraising | $30,455 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,674 | TotalAmt |
| Program Services | $97,085 | ProgramServicesAmt |
| Management And General | $14,589 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,800 | TotalAmt |
| Program Services | $9,389 | ProgramServicesAmt |
| Management And General | $1,411 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,997 | TotalAmt |
| Program Services | $917,188 | ProgramServicesAmt |
| Management And General | $140,463 | ManagementAndGeneralAmt |
| Fundraising | $90,346 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,696 | TotalAmt |
| Program Services | $406,370 | ProgramServicesAmt |
| Management And General | $62,326 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,439 | TotalAmt |
| Program Services | $135,570 | ProgramServicesAmt |
| Management And General | $14,883 | ManagementAndGeneralAmt |
| Fundraising | $1,986 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,560 | TotalAmt |
| Program Services | $432,825 | ProgramServicesAmt |
| Management And General | $73,962 | ManagementAndGeneralAmt |
| Fundraising | $7,773 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,481 | TotalAmt |
| Program Services | $201,183 | ProgramServicesAmt |
| Management And General | $43,298 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,071 | TotalAmt |
| Program Services | $227,792 | ProgramServicesAmt |
| Management And General | $33,548 | ManagementAndGeneralAmt |
| Fundraising | $6,731 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,539 | TotalAmt |
| Program Services | $135,229 | ProgramServicesAmt |
| Management And General | $22,310 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LOSS ON REL PARTY RECEIVA | $4,360,336 | $3,790,690 | $569,646 | |
| MISCELLANEOUS | $1,321,507 | $872,469 | $437,629 | $11,409 |
| PROFESSIONAL DEVELOPMENT | $75,352 | $64,690 | $10,662 | |
| REPAIRS & MAINTENANCE | $32,161 | $26,955 | $5,206 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,836 | TotalAmt |
| Program Services | $4,640 | ProgramServicesAmt |
| Fundraising | $11,196 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,759,092 | TotalAmt |
| Program Services | $19,061,679 | ProgramServicesAmt |
| Management And General | $3,069,349 | ManagementAndGeneralAmt |
| Fundraising | $628,064 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,069,278 | BOYAmt |
| EOY | $5,705,912 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,380 | BOYAmt |
| EOY | $552,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $383,527 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $256,738 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,094 | BOYAmt |
| EOY | $126,789 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,149,751 | BOYAmt |
| EOY | $2,232,800 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,039,323 | BOYAmt |
| EOY | $2,756,409 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,051,826 | BOYAmt |
| EOY | $11,374,549 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,907,238 | BOYAmt |
| EOY | $8,919,366 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,687 | BOYAmt |
| EOY | $60,502 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,582,830 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,993,925 | BOYAmt |
| EOY | $11,562,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,057,901 | BOYAmt |
| EOY | -$188,149 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,057,901 | BOYAmt |
| EOY | -$188,149 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,051,826 | BOYAmt |
| EOY | $11,374,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,247,123 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,073 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $1,056,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,910,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,790,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,358,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,832,682 | CurrentTaxYearAmt |
| Total | $24,948,615 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,056,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,910,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,790,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,358,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,832,682 | CurrentTaxYearAmt |
| Total | $24,948,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,948,615 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $99,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $280,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,216 | CurrentTaxYearAmt |
| Total | $628,681 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,577,296 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $43,559,886 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98340 | 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 C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,061,679 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,061,679 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $634,706 | CurrentYearMinus3Amt |
| Current Year Minus2 | $911,909 | CurrentYearMinus2Amt |
| Current Year Minus1 | $872,314 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,418,929 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,128,394 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $158,677 | CurrentYearMinus3Amt |
| Current Year Minus2 | $227,977 | CurrentYearMinus2Amt |
| Current Year Minus1 | $218,079 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $854,733 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,282,100 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | NO LOBBYING EXPENSES IN THE FISCAL YEAR. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $383,527 | OtherCostOrOtherBasisAmt |
| Depreciation | $256,738 | DepreciationAmt |
| Book Value | $126,789 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $126,789 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTY | $2,240,636 |
| ROU ASSET | $304,439 |
| OTHER RECEIVABLES | $209,573 |
| DEPOSITS | $1,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,756,409 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $2,272,851 |
| OPERATING LEASE LIABILITY | $309,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,582,830 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT HEARTS PROPERTIES LOUISIANA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 E HILTON AVE STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 872836576 | RecipientEIN |
| IRC Section | 3 | IRCSectionDesc |
| Cash Grant | $21,878 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| DANIEL SCOGGIN | |||||
| CHIEF ACADEMIC OFC | $356,448 | $200 | $7,133 | $18,749 | $382,530 |
| JAY HEILER | |||||
| CEO | $433,500 | $200 | $4,337 | $18,713 | $456,750 |
| RON ZOROMSKI | |||||
| PRIOR CFO | $129,452 | $27,318 | $3,135 | $8,462 | $168,367 |
| MATTHEW BUSHARD | |||||
| CFO | $177,885 | $200 | $3,273 | $9,019 | $190,377 |
| JAROLD TAWNEY | |||||
| CHIEF ACADEMIC OFC | $176,868 | $200 | $3,541 | $16,566 | $197,175 |
| JERILYN OLSON | |||||
| CHIEF PEOPLE OFC | $176,868 | $200 | $3,541 | $11,961 | $192,570 |
| DOUGLAS CUMMINGS | |||||
| SR VP OF BUS OPS | $193,800 | $200 | $3,880 | $13,357 | $211,237 |
| ROGER LAMARCA | |||||
| SR VP OF BUS OPS | $171,570 | $10,200 | $3,635 | $16,800 | $202,205 |
| KIANN MAPES | |||||
| VP FACULTY TALENT | $159,681 | $200 | $3,198 | $18,464 | $181,543 |
| URIAN ANZALDUA | |||||
| SR DIR OF FINANCE | $149,266 | $200 | $1,495 | $101 | $151,062 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11B | A DRAFT COPY WAS SENT TO THE GHA BOARD MEMBERS BEFORE IT WAS FILED NOTING THE REVIEW THE CFO HAD COMPLETED REGARDING THE DOCUMENT. THE BOARD WAS GIVEN THE OPPORTUNITY TO ASK ANY QUESTIONS REGARDING THE DOCUMENT. AFTER FILING COPIES ARE POSTED ON 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 | THE BOARD APPROVES COMPENSATION FOR KEY STAFF. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR OFFICERS, EMPLOYEES AND FACULTY ARE DETERMINED BASED ON INDEPENDENT COMPENSATION STUDIES AND SALARIES OF COMPARABLE NON-PROFIT ORGANIZATIONS. THE BOARD APPROVES COMPENSATION FOR KEY STAFF. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FORM 1023 IS AVAILABLE ON REQUEST. FORM 990'S AND VARIOUS OTHER FINANCIAL AND COMPLIANCE RELATED ITEMS ARE POSTED ON THE GREAT HEARTS WEBSITE. THE LINK IS AS FOLLOWS: HTTPS://WWW.GREATHEARTSAMERICA.ORG/FINANCE-COMPLIANCE/ |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREAT HEARTS AMERICA - TEXAS | ||||||||||||
| 824 BROADWAY STREET SUITE 101 | SAN ANTONIO | TX | 78205 | 431973126 | EDUCATION | TX | 3 | 2 | GREATHEART | AMERICA | Yes (true) | |
| GREATHEARTS ARIZONA | ||||||||||||
| 4717 E HILTON AVE STE 300 | PHOENIX | AZ | 85034 | 202036133 | MANAGEMENT | AZ | 3 | 7 | GREATHEART | AMERICA | Yes (true) | |
| THE GREATHEARTS FOUNDATION INC | ||||||||||||
| 4717 E HILTON AVE STE 300 | PHOENIX | AZ | 85034 | 823809856 | SUPPORT | AZ | 3 | 12A | GREATHEART | AMERICA | Yes (true) | |
| GREAT HEARTS LOUISIANA | ||||||||||||
| 11801 BLUEBONNET BLVD | BATON ROUGE | LA | 70810 | 862990158 | EDUCATION | LA | 3 | 2 | GREATHEART | AMERICA | Yes (true) | |
| GREAT HEARTS PROPERTIES LOUISIANA | ||||||||||||
| 4717 E HILTON AVE STE 300 | PHOENIX | AZ | 85034 | 872836576 | SUPPORT | LA | 3 | 12A | GREATHEART | AMERICA | Yes (true) | |
| GREAT HEARTS FLORIDA | ||||||||||||
| 4717 E HILTON AVE STE 300 | PHOENIX | AZ | 85034 | 920285718 | SUPPORT | FL | 3 | 12A | 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 | Yes (true) | 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 | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | 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 | false | 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 (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE GREATHEARTS FOUNDATION | ||
| D | $2,574,385 | FMV OF INTERCOMPANY BAL |
| GREAT HEARTS AMERICA - TEXAS | ||
| Q | $2,489,251 | FMV |
| GREAT HEARTS AMERICA - TEXAS | ||
| D | $574,516 | FMV OF INTERCOMPANY BAL |
| GREAT HEARTS ARIZONA | ||
| Q | $6,412,596 | FMV |
| GREAT HEARTS ARIZONA | ||
| E | $389,296 | FMV OF INTERCOMPANY BAL |
| GREAT HEARTS PROPERTIES LOUISIANA | ||
| D | $508,801 | FMV OF INTERCOMPANY BAL |
| GREAT HEARTS PROPERTIES LOUISIANA | ||
| B | $21,878 | FMV |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO LOBBYING EXPENSES IN THE FISCAL YEAR. | ExplanationTxt |