2024-05-15T15:56:34-05:00 2023-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-07-01 431973126 Great Hearts America-Texas GREA 2108889475 12500 San Pedro Ave Ste 500 San Antonio TX 78216 Kevin Byrne VP Finance 2108889475 2024-05-15 1 Kevin Byrne 999009999 0 Barbara Murphy P01386215 7134395739 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Shannon Davis 12500 San Pedro Ave Ste 500 San Antonio TX 78216 111930805 0 X texas.greatheartsamerica.org X 2002 TX To educate and graduate thoughtful leaders of character who contribute to society. 6 5 1762 583 0 0 88114105 104100516 3380083 5340940 117130 1014853 129330 380903 91740648 110837212 0 0 0 0 57147722 68908708 0 0 1280446 30805730 40498269 87953452 109406977 3787196 1430235 272428220 307218010 240403509 273117394 32024711 34100616 The primary goal of Great Hearts America-Texas is to graduate thoughtful leaders of character who will contribute to a more philosophical, humane, and just society. 0 0 98775813 5340940 Great Hearts America-Texas academies are public, independently operated charter schools with open admissions policies. Each school promises a traditional liberal arts education with small classes and an advanced honors core curriculum. Each academy requires a common and rigorous sequence of courses for all students. All students graduate as critical thinkers, coherent writers, and confident speakers. High expectations for student conduct are co-equal with the school's academic standards. Students profess an honor code that calls upon them to practice and defend academic integrity. 98775813 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 472 0 1 1762 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Kevin Byrne 2108889475 12500 San Pedro Ave Ste 500 San Antonio TX 78216 Shannon Sedgwick Davis Chair 1.00 0.00 X X 0 0 0 Mike Burke Vice Chair 1.00 0.00 X X 0 0 0 Kim Tanner Secretary 1.00 0.00 X X 0 0 0 Olecia Christie Director 1.00 0.00 X 0 0 0 Wade Dyke Director (as of 09/22) 1.00 40.00 X 0 96969 6623 Matthew Randazzo Director 1.00 0.00 X 0 0 0 Brendan Miniter Superintendent 40.00 0.00 X 310385 0 13071 Andrew Ellison Director of Academics 40.00 0.00 X 162697 0 27433 David Denton thru 0323 Exec. Director - North TX 40.00 0.00 X 161336 0 27618 Marissa Lopez VP Strategic Planning 40.00 0.00 X 139707 0 26412 Kevin Byrne as of 0222 VP Finance 40.00 0.00 X 137141 0 17424 William Rutherford Exec. Director - San Antonio 40.00 0.00 X 112057 0 23282 Mandi Cannon Exec. Director - North TX, Lakeside 40.00 0.00 X 112542 0 22537 Amber Dyer Headmaster - Irving 40.00 0.00 X 109616 0 23145 Trinette Keffer Headmaster - San Antonio 40.00 0.00 X 115081 0 17554 Danny McClain Data Analyst Manager 40.00 0.00 X 109354 0 22850 Hector Santiago Director of Finance 40.00 0.00 X 114554 0 12449 Wendell Mullins Headmaster - Prairie View 40.00 0.00 X 102949 0 22977 Jay Heiler Former Officer 0.00 0.00 X 0 511186 23379 1687419 608155 286754 14 1 1 0 Diagnostic Assessment Services PO Box 29647 Dallas TX 75229 Student assessment services 1961315 H & R Industrial LLC 975 Second St Eagle Pass TX 78852 Janitorial services 1508780 Schulman Lopez Hoffer & Adelstein LLP 845 Proton Rd San Antonio TX 78258 Legal services 310977 Coldwater Ventures LLC PO Box 959 Buena Vista CO 81211 Consulting services 239832 Kathryn L Mcintyre 3228 Skyline Dr Des Moines IA 53010 Consulting services 123628 7 146665 96740850 7213001 104100516 Co-curricular fees 611710 4188665 4188665 Food service 611710 1152275 1152275 5340940 1327494 1327494 348131 0 348131 348131 348131 661167 752170 221638 -91003 -221638 -312641 -312641 152557 146665 119785 32772 32772 110837212 5340940 0 1395756 1293642 1186240 90979 16423 58795197 54168530 3861595 765072 2470770 2201070 235219 34481 5373356 4737285 589325 46746 975743 894570 69104 12069 468845 468845 147925 147925 110182 110182 7990626 7986682 3944 508688 19310 360788 128590 1487478 1364387 110738 12353 2639217 49972 2556340 32905 7593404 7593404 263208 144428 104029 14751 6101535 6101535 4837279 4555196 282083 343075 343075 Materials and supplies 3701393 3434941 244804 21648 Food expenses 2505183 2505183 Event expenses 712011 505716 14831 191464 Co-curricular services 382532 382532 705688 491575 214113 109406977 98775813 9350718 1280446 40500217 59026240 17522467 21217975 10366 18665 1277481 1049440 233744389 17686687 178146691 216057702 29413078 6400535 5557920 3447453 272428220 307218010 14121555 13845834 189937 344591 208908497 246898978 8782309 7220651 8401211 4807340 240403509 273117394 X 17551601 29696927 14473110 4403689 32024711 34100616 272428220 307218010 1430235 645670 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 110182 110182 109296795 109406977 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 39000 78000 90000 110182 317182 250000 250000 250000 250000 1000000 1500000 39000 78000 90000 110182 317182 32416724 32416724 155315028 12419260 142895768 10077519 5267427 4810092 35935118 35935118 216057702 Operating lease liability 3540284 Due to Great Hearts America 1267056 4807340 111482882 645670 645670 110837212 0 110837212 109406977 0 109406977 0 109406977 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The Great Hearts Academies are not-for-profit, non-sectarian K-12 public charter schools and do not discriminate in any of its practices on the basis of gender, race, religion, national origin or disability. The nondiscriminatory policy is available on the organization's website. Schedule E, Part I, Line 6 The Great Hearts America-Texas academies are public, independently operated charter schools with open admissions policies that receive substantial support from state and federal agencies including the Texas Education Agency, the U.S. Department of Education and the U.S. Department of Agriculture. Floresco 159973 110351 49622 26846 49862 Party Like the Stars 139249 36314 102935 4649 7893 1900 28635 299222 146665 152557 4649 34739 1900 78497 119785 32772 X X X X X 0 0 0 0 0 0 0 0 0 Jay Heiler Former Officer 0 413186 0 98000 0 0 0 5112 0 18267 0 534565 0 0 Brendan Miniter Superintendent 310385 0 0 0 0 0 12996 0 75 0 323456 0 0 0 Andrew Ellison Director of Academics 150847 0 200 0 11650 0 12003 0 15430 0 190130 0 0 0 David Denton thru 0323 Exec. Director - North TX 161136 0 200 0 0 0 11654 0 15964 0 188954 0 0 0 Marissa Lopez VP Strategic Planning 139507 0 200 0 0 0 10685 0 15727 0 166119 0 0 0 Kevin Byrne as of 0222 VP Finance 136941 0 200 0 0 0 12412 0 5012 0 154565 0 0 0 A Arlington Higher Education Finance Corp 273906171 041806SU5 2019-08-21 96520042 Campus construction, debt retirement 0 0 0 B Arlington Higher Education Finance Corp 273906171 041806YU8 2020-06-25 35799066 Campus construction 0 0 0 C Arlington Higher Education Finance Corp 273906171 041806P53 2021-06-09 89573695 Campus construction 0 0 0 D Arlington Higher Education Finance Corp 273906171 041807BF4 2022-09-14 19044823 Campus construction 0 0 0 A 96971492 1716935 1779253 2698102 31959213 53301808 5516181 1 1 0 1 B 35870674 1696458 710981 979853 30438631 2044751 0 0 0 1 C 90028547 3922277 1445714 2746712 66027465 15886380 0 0 0 1 D 19319344 982765 371619 518591 11770799 5675570 0 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Part II, Line 3: Total Proceeds of Issue reflects the original issuance price plus investment earnings from bond proceeds as of the end of the tax year. A Arlington Higher Education Finance Corp 273906171 041807DS4 2023-05-10 22531537 Campus construction 0 0 0 A 22531537 1428524 445631 642035 5001319 15014028 0 0 0 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 Form 990, Part VI, Section A, line 6 The organization's sole member is Great Hearts America, an organization exempt from taxation under Internal Revenue Code Section 501(c)(3). Form 990, Part VI, Section A, line 7a The sole member, Great Hearts America, has the power to approve a board decision to add or remove members of the governing body, which approval may not be unreasonably withheld. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Great Hearts America - Texas VP of Finance before it is sent to the Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Directors will report possible conflicts of interest to the Superintendent (or Interim), or if the Superintendent (or Interim) is the interested individual, to a Vice President. The Superintendent (or Interim or Vice President) will make a full report to the Board prior to any action on the transaction by the organization. Upon report of a possible conflict, the Board will conduct an investigation and determine whether a conflict of interest does exist and whether it is substantial. If the Board determines that a substantial conflict of interest exists, the interested individual will not vote on the conflicted transaction. The interested individual may vote only if the Board determines that no conflict exists or the conflict is not substantial. No investigation or determination by the Board will be required if the interested individual voluntarily agrees to refrain from voting on a potentially conflicted transaction. The interested individual may be counted in determining the presence of a quorum. Form 990, Part VI, Section B, line 15 The Board determines and approves the compensation of organization's top officials using comparable information from similar charter organizations. Compensation of the organization's other officers is determined based on an organization wide salary range table which factors in education and experience. Form 990, Part VI, Section C, line 19 All Board meetings are posted in advance in accordance with Texas open meeting laws. The governing documents, conflict of interest policy and financial statements are available at/following the meeting and upon request. Greathearts Arizona 4801 E Washington St Ste 250 Phoenix AZ 85034 202036133 School AZ 501(c)(3) Line 2 N/A 0 Great Hearts America 4801 E Washington St Ste 250 Phoenix AZ 85034 454306715 Education AZ 501(c)(3) Line 2 N/A 0 Greathearts Foundation 4801 E Washington St Ste 250 Phoenix AZ 85034 823809856 Education AZ 501(c)(3) Line 12a, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0