2026-05-14T16:31:01-04:00 2025-06-30 821455657 FESTER & CHAPMAN PLLC 9019 E BAHIA DR STE 100 SCOTTSDALE AZ 85260 990 2024-07-01 454306715 GREATHEARTS AMERICA GREA 6024387045 4717 E HILTON AVE STE 300 PHOENIX AZ 85034 MATTHEW BUSHARD CFO 4808999181 2026-05-14 true true RACHEL R LOCKE CPA P00450405 6022643077 2026-05-14 2024 2025-03-06 01:10:19Z X MATTHEW BUSHARD 4717 E HILTON AVE STE 300 PHOENIX AZ 85034 18511969 false X HTTP://WWW.GREATHEARTSAMERICA.ORG/ X 2012 AZ GREAT HEARTS IS A NON-PROFIT NETWORK OF PUBLIC CHARTER SCHOOLS DEDICATED TO IMPROVING EDUCATION NATIONWIDE THROUGH CLASSICAL PREPARATORY K-12 ACADEMIES. A GREAT HEARTS EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. WITH A CURRICULUM BUILT UPON A CLASSICAL LIBERAL ARTS TRADITION AND A REVOLUTIONARY APPROACH TO SCHOOL ITSELF, GREAT HEARTS CULTIVATES THE HEARTS AND MINDS OF STUDENTS IN THE PURSUIT OF TRUTH, GOODNESS AND BEAUTY. 5 3 3412 0 7023898 3832682 11420756 14383089 280081 249216 39128 46982 18763863 18511969 21878 0 12548860 13855765 0 628064 4901945 8881449 17450805 22759092 1313058 -4247123 16051826 11374549 11993925 11562698 4057901 -188149 X GREAT HEARTS IS A NON-PROFIT NETWORK OF PUBLIC CHARTER SCHOOLS DEDICATED TO IMPROVING EDUCATION NATIONWIDE THROUGH CLASSICAL PREPARATORY K-12 ACADEMIES. A GREAT HEARTS EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. 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. false false 19061679 21878 14383089 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. 19061679 true true false true false false false false false false true false false true true false false true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true 305 0 3412 true false false false false false false false false false false false false X 5 3 false false false false false false false true true false false true true true true true true true true false X X THE ORGANIZATION 6024387045 4717 E HILTON AVE STE 300 PHOENIX AZ 85034 DANIEL SCOGGIN CHIEF ACADEM 40.00 8.00 X X 356648 0 25882 JAY HEILER CEO 40.00 6.00 X X 433700 0 23050 RON ZOROMSKI PRIOR CFO 40.00 X 156770 0 11597 MATTHEW BUSHARD CFO 40.00 4.00 X 178085 0 12292 JAROLD TAWNEY CHIEF ACADEM 40.00 X 177068 0 20107 JERILYN OLSON CHIEF PEOPLE 40.00 X 177068 0 15502 KURT DAVIS VICE CHAIR 2.00 2.00 X 0 0 0 STEVE WHEELER DIRECTOR 2.00 X 0 0 0 MEGAN BEUS DIRECTOR 2.00 X 0 0 0 DOUGLAS CUMMINGS SR VP OF BUS 40.00 X 194000 0 17237 ROGER LAMARCA SR VP OF BUS 40.00 X 181770 0 20435 KIANN MAPES VP FACULTY T 40.00 X 159881 0 21662 URIAN ANZALDUA SR DIR OF FI 40.00 X 149466 0 1596 HELEN BAXENDALE VP ANALYTICS 40.00 X 144507 0 3428 2308963 172788 11 false true false UKG INC PO BOX 930953 ATLANTA GA 31193 TECHNOLOGY 1434652 CONFIGIO 1825 N HUTCHINSON RD SPOKANE VALLEY WA 99212 EVENT MGMT 210940 CONCUR TECHNOLOGIES 62157 COLLECTIONS CENTER DR CHICAGO IL 60693 TECHNOLOGY 176368 INDEED 200 W 6TH STREET FLR 36 AUSTIN TX 78701 RECRUITMENT 173548 AMERICAN PHILANTHROPIC 119 N HIGH ST WEST CHESTER PA 19380 CONSULTING 145988 9 2635000 1197682 3832682 MANAGEMENT SERVICES FEE 611710 6720322 6720322 OTHER SERVICE FEES 611710 4067523 4067523 CO-CURRICULAR ACTIVITIES 611710 3595244 3595244 14383089 249216 249216 OTHER 611710 46982 46982 46982 18511969 14430071 249216 21878 21878 1587770 1343928 188865 54977 10077465 8529800 1198723 348942 123815 104434 14447 4934 1182235 989908 133012 59315 884480 749656 104369 30455 111674 97085 14589 10800 9389 1411 1147997 917188 140463 90346 468696 406370 62326 152439 135570 14883 1986 514560 432825 73962 7773 244481 201183 43298 268071 227792 33548 6731 157539 135229 22310 LOSS ON REL PARTY RECEIVA 4360336 3790690 569646 MISCELLANEOUS 1321507 872469 437629 11409 PROFESSIONAL DEVELOPMENT 75352 64690 10662 REPAIRS & MAINTENANCE 32161 26955 5206 15836 4640 11196 22759092 19061679 3069349 628064 6069278 5705912 299380 552639 383527 256738 494094 126789 2149751 2232800 7039323 2756409 16051826 11374549 10907238 8919366 1086687 60502 2582830 11993925 11562698 X 4057901 -188149 4057901 -188149 16051826 11374549 -4247123 1073 X false true X true false X 1056070 4910084 7790881 7358898 3832682 24948615 1056070 4910084 7790881 7358898 3832682 24948615 24948615 99384 280081 249216 628681 25577296 43559886 0.97540 0.98340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19061679 19061679 1000000 250000 634706 911909 872314 1000000 3418929 5128394 158677 227977 218079 250000 854733 1282100 SCHEDULE C, PART II-A NO LOBBYING EXPENSES IN THE FISCAL YEAR. 383527 256738 126789 126789 DUE FROM RELATED PARTY 2240636 ROU ASSET 304439 OTHER RECEIVABLES 209573 DEPOSITS 1761 2756409 DUE TO RELATED PARTY 2272851 OPERATING LEASE LIABILITY 309979 2582830 false GREAT HEARTS PROPERTIES LOUISIANA 4717 E HILTON AVE STE 300 PHOENIX AZ 85034 872836576 3 21878 FMV GENERAL SUPPORT X X false false false false false false false false false DANIEL SCOGGIN CHIEF ACADEMIC OFC 356448 200 7133 18749 382530 JAY HEILER CEO 433500 200 4337 18713 456750 RON ZOROMSKI PRIOR CFO 129452 27318 3135 8462 168367 MATTHEW BUSHARD CFO 177885 200 3273 9019 190377 JAROLD TAWNEY CHIEF ACADEMIC OFC 176868 200 3541 16566 197175 JERILYN OLSON CHIEF PEOPLE OFC 176868 200 3541 11961 192570 DOUGLAS CUMMINGS SR VP OF BUS OPS 193800 200 3880 13357 211237 ROGER LAMARCA SR VP OF BUS OPS 171570 10200 3635 16800 202205 KIANN MAPES VP FACULTY TALENT 159681 200 3198 18464 181543 URIAN ANZALDUA SR DIR OF FINANCE 149266 200 1495 101 151062 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/ GREAT HEARTS AMERICA - TEXAS 824 BROADWAY STREET SUITE 101 SAN ANTONIO TX 78205 431973126 EDUCATION TX 3 2 GREATHEART AMERICA true GREATHEARTS ARIZONA 4717 E HILTON AVE STE 300 PHOENIX AZ 85034 202036133 MANAGEMENT AZ 3 7 GREATHEART AMERICA true THE GREATHEARTS FOUNDATION INC 4717 E HILTON AVE STE 300 PHOENIX AZ 85034 823809856 SUPPORT AZ 3 12A GREATHEART AMERICA true GREAT HEARTS LOUISIANA 11801 BLUEBONNET BLVD BATON ROUGE LA 70810 862990158 EDUCATION LA 3 2 GREATHEART AMERICA true GREAT HEARTS PROPERTIES LOUISIANA 4717 E HILTON AVE STE 300 PHOENIX AZ 85034 872836576 SUPPORT LA 3 12A GREATHEART AMERICA true GREAT HEARTS FLORIDA 4717 E HILTON AVE STE 300 PHOENIX AZ 85034 920285718 SUPPORT FL 3 12A N/A false false true false true true false false false false false false false false false false false true false false THE GREATHEARTS FOUNDATION D 2574385 FMV OF INTERCOMPANY BAL GREAT HEARTS AMERICA - TEXAS Q 2489251 FMV GREAT HEARTS AMERICA - TEXAS D 574516 FMV OF INTERCOMPANY BAL GREAT HEARTS ARIZONA Q 6412596 FMV GREAT HEARTS ARIZONA E 389296 FMV OF INTERCOMPANY BAL GREAT HEARTS PROPERTIES LOUISIANA D 508801 FMV OF INTERCOMPANY BAL GREAT HEARTS PROPERTIES LOUISIANA B 21878 FMV NO LOBBYING EXPENSES IN THE FISCAL YEAR.