2025-05-15T12:13:56-05:00 2024-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-07-01 431973126 Great Hearts America-Texas GREA 2108889475 12500 San Pedro Ave Ste 500 San Antonio TX 78216 Kevin Byrne VP Finance 2108889475 2025-05-15 1 0 Barbara Murphy P01386215 7134395739 2023 2025-03-06 01:10:19Z Wade Dyke 12500 San Pedro Ave Ste 500 San Antonio TX 78216 137568349 0 X texas.greatheartsamerica.org X 2002 TX To educate and graduate thoughtful leaders of character who contribute to society. 6 6 2074 583 0 0 104100516 129829412 5340940 5620582 1014853 1760579 380903 210079 110837212 137420652 0 0 0 0 68908708 88886539 0 0 1219066 40498269 50539746 109406977 139426285 1430235 -2005633 307218010 354513011 273117394 321672857 34100616 32840154 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 128512494 5620582 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. 128512494 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 1 0 0 0 0 1 0 0 0 1 216 0 1 2074 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 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 Jim Rahn Chair (as of 3/24) 1.00 0.00 X X 0 0 0 Shannon Sedgwick Davis Chair (thru 3/24) 1.00 0.00 X X 0 0 0 Mike Burke Vice Chair (thru 3/24) 1.00 0.00 X X 0 0 0 Jackie Moczygemba Vice Chair (as of 3/24) 1.00 0.00 X X 0 0 0 Kim Tanner Secretary (thru 3/24) 1.00 0.00 X X 0 0 0 Brandon Byrne Secretary (as of 3/24) 1.00 0.00 X X 0 0 0 Olecia Christie Director 1.00 0.00 X 0 0 0 Wade Dyke Director (thru 3/24) 1.00 40.00 X 0 337370 34627 Kevin Hall Director 1.00 0.00 X 0 0 0 Jonathan Sanford Director 1.00 0.00 X 0 0 0 Mandi Cannon Exec. Director - North TX, Lakeside 40.00 0.00 X 138942 0 33328 Brendan Miniter Chief Advisor to the Board 40.00 0.00 X 335200 0 27090 Kurtis Indorf Interim Superintendent 10.00 40.00 X 14173 162203 31459 Kevin Byrne VP Finance 40.00 0.00 X 204580 0 23636 Marissa Lopez VP Strategic Planning 40.00 0.00 X 146197 0 25011 Andrew Ellison Director of Academics 40.00 0.00 X 81942 0 7905 William Rutherford Exec. Director - San Antonio 40.00 0.00 X 136180 0 33090 Lisa Zerbonia VP Operations 40.00 0.00 X 137175 0 18216 Margaret M Lessner Exec. Director Special Student Serv. 40.00 0.00 X 134118 0 24404 Charlene Stark VP of Strategic Relationships 40.00 0.00 X 144968 0 18820 Trinette Keffer Headmaster - San Antonio 40.00 0.00 X 115530 0 23036 Hector Santiago Director of Finance 40.00 0.00 X 115981 0 15758 1704986 499573 316380 20 0 1 0 Diagnostic Assessment Services PO Box 29647 Dallas TX 75229 Student assessment services 1306515 H & R Industrial LLC 975 Second St Eagle Pass TX 78852 Janitorial services 974581 North Central Texas Janitorial LLC 407 Cold Springs Ct Keller TX 76248 Janitorial Services 888478 Schulman Lopez Hoffer & Adelstein LLP 845 Proton Rd San Antonio TX 78258 Legal services 483682 Avant-Garde Counseling & Coaching 1330 N White Chapel Blvd Southlake TX 76092 Counseling 145261 7 112430 124990731 4726251 150553 129829412 Co-curricular fees 611710 4414548 4414548 Food service 611710 1206034 1206034 5620582 1762816 1762816 121251 0 121251 121251 121251 16592 18829 -2237 -2237 -2237 217696 112430 128868 88828 88828 137420652 5620582 0 1970658 1208444 1124428 69522 14494 68939269 63974813 4132817 831639 6282214 5826114 375424 80676 11400295 10805202 467846 127247 1056317 976236 68069 12012 1065368 84479 980889 128207 128207 9501756 7629195 1822788 49773 374380 14645 359013 722 1235135 1112380 122755 2279235 2226048 53187 9420595 9413436 6937 222 508547 394142 109717 4688 7846145 7846145 6201104 6201104 708911 495686 213225 Materials and supplies 4520388 4452594 33566 34228 Prof. development 2940071 2433280 492218 14573 Food expenses 2583883 2546547 37336 Event expenses 545368 369176 129870 46322 680653 586844 91339 2470 139426285 128512494 9694725 1219066 59026240 72701815 21217975 22655158 18665 87022 1049440 1842802 272714718 25080926 216057702 247633792 6400535 7354272 3447453 2238150 307218010 354513011 13845834 14422749 344591 728251 246898978 290847438 7220651 11698414 4807340 3976005 273117394 321672857 X 29696927 28854661 4403689 3985493 34100616 32840154 307218010 354513011 -2005633 745171 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 139426285 139426285 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 78000 90000 110182 278182 250000 250000 250000 250000 1000000 1500000 78000 90000 110182 278182 32476727 32476727 202955650 17913578 185042072 12025475 7167348 4858127 25256866 25256866 247633792 Operating lease liability 2165831 Due to Great Hearts America 1810174 3976005 138165823 745171 745171 137420652 0 137420652 139426285 0 139426285 0 139426285 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. Havana Nights 198751 34255 164496 19352 4187 42780 Floresco 131375 78175 53200 21479 3218 37852 330126 112430 217696 40831 7405 80632 128868 88828 X X X X X 0 0 0 0 0 0 0 0 0 Wade Dyke Director (thru 3/24) 0 337370 0 0 0 0 0 13734 0 20893 0 371997 0 0 Brendan Miniter Chief Advisor to the Board 335200 0 0 0 0 0 27090 0 0 0 362290 0 0 0 Kevin Byrne VP Finance 204580 0 0 0 0 0 16651 0 6985 0 228216 0 0 0 Kurtis Indorf Interim Superintendent 14173 162203 0 0 0 0 1169 15453 0 14837 15342 192493 0 0 Mandi Cannon Exec. Director - North TX, Lakeside 138942 0 0 0 0 0 11712 0 21616 0 172270 0 0 0 Marissa Lopez VP Strategic Planning 146197 0 0 0 0 0 12071 0 12940 0 171208 0 0 0 William Rutherford Exec. Director - San Antonio 136180 0 0 0 0 0 11474 0 21616 0 169270 0 0 0 Charlene Stark VP of Strategic Relationships 144968 0 0 0 0 0 11835 0 6985 0 163788 0 0 0 Margaret M Lessner Exec. Director Special Student Serv. 134118 0 0 0 0 0 11087 0 13317 0 158522 0 0 0 Lisa Zerbonia VP Operations 137175 0 0 0 0 0 11231 0 6985 0 155391 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 325000 97109366 1716935 1779253 2698102 37452737 53301808 160531 1 1 0 1 B 355000 35924371 1696458 710981 979853 32260102 276977 0 0 0 1 C 90472162 3922277 1445714 2746712 76371611 5985848 0 0 0 1 D 19444112 982765 371619 518591 16606593 964544 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 1 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 B Arlington Higher Education Finance Corp 273906171 041807HA9 2024-06-12 46710302 Campus construction 0 0 0 A 23090495 1428524 445631 642035 16637409 3936896 0 0 0 1 B 46710302 1590031 3259705 917548 5773043 35169975 0 0 0 1 A 0 0 0 0 0 0 1 B 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 A 1 B 1 X 2 83688 FMV X Auction items 260 66865 FMV 0 0 0 0 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 each 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