2025-05-14T17:31:23-04:00 2024-06-30 821455657 FESTER & CHAPMAN PLLC 9019 E BAHIA DR STE 100 SCOTTSDALE AZ 85260 990 2023-07-01 454306715 GREATHEARTS AMERICA GREA 6024387045 701 N 44TH STREET PHOENIX AZ 85008 MATTHEW BUSHARD CFO 4808999181 2025-05-14 true false RACHEL LOCKE CPA P00450405 6022643077 2025-05-14 2023 2025-03-06 01:10:19Z MATTHEW BUSHARD 701 N 44TH STREET PHOENIX AZ 85008 18763863 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 2989 0 7790881 7023898 8160395 11420756 99384 280081 7875 39128 16058535 18763863 0 0 11450211 12548860 0 604759 3787961 4901945 15238172 17450805 820363 1313058 14882729 16051826 12140306 11993925 2742423 4057901 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 14446273 11420756 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. 14446273 true true false true false false false false false false true false false true false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 554 0 2989 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 701 N 44TH STREET PHOENIX AZ 85008 DANIEL SCOGGIN CHIEF ACADEM 40.00 X X 360731 0 26224 JAY HEILER CEO 40.00 X X 429359 0 23268 RON ZOROMSKI PRIOR CFO 40.00 X 228533 0 18044 MATTHEW BUSHARD CFO 40.00 X 0 0 0 KURT DAVIS VICE CHAIR 2.00 X 0 0 0 JIM RAHN DIRECTOR 2.00 X 0 0 0 STEVE WHEELER DIRECTOR 2.00 X 0 0 0 MEGAN BEUS DIRECTOR 2.00 X 0 0 0 MARILYN PAPKE VP BUSINESS 40.00 X 206143 0 7228 GENEVIEVE PETERSON VP DEVELOPME 40.00 X 185730 0 3842 JERILYN OLSON VP FACULTY D 40.00 X 175435 0 15570 JAROLD TAWNEY VP CURRICULU 40.00 X 223435 0 22524 KERI CAMPBELL SR DIR CO-CU 40.00 X 164135 0 21537 1973501 138237 8 false true false UKG INC PO BOX 930953 ATLANTA GA 31193 TECHNOLOGY 717756 VEEYA 4561 E MCDOWELL RD STE 100 PHOENIX AZ 850084505 TECHNOLOGY 342960 BLACKBAUD INC PO BOX 844827 BOSTON MA 02284 SOFTWARE 211397 ARCADIA EDUCATION GROUP LLC 1 N 1ST ST STE 225 PHOENIX AZ 85004 CONSULTING 189774 AMERICAN PHILANTHROPIC 119 N HIGH ST WEST CHESTER PA 19380 CONSULTING 182278 9 6310000 500000 213898 7023898 MANAGEMENT SERVICES FEE 611710 8816208 8816208 CO-CURRICULAR ACTIVITIES 2604548 2604548 11420756 280081 280081 OTHER 39128 39128 39128 18763863 11459884 280081 1086159 893482 155777 36900 8954743 7305508 1224978 424257 184238 152680 24211 7347 1323652 1096502 166217 60933 1000068 832348 133079 34641 139509 116644 22865 811 612 199 1152849 953079 178011 21759 390848 332019 58829 223767 209964 13704 99 524295 446865 63758 13672 149849 132717 17132 388401 334752 51014 2635 200840 158636 42204 MISCELLANEOUS 1411353 1210372 199955 1026 PROFESSIONAL DEVELOPMENT 245699 212566 32317 816 REPAIRS & MAINTENANCE 64773 49250 15523 CO-CURRICULAR ACTIVITIES 8277 8277 674 674 17450805 14446273 2399773 604759 8419025 6069278 444970 299380 783648 289554 660055 494094 2044144 2149751 3314535 7039323 14882729 16051826 12123267 10907238 17039 1086687 12140306 11993925 X 2742423 4057901 2742423 4057901 14882729 16051826 1313058 2420 X false true X true false X 1375312 1056070 4910084 7790881 7358898 22491245 1375312 1056070 4910084 7790881 7358898 22491245 22491245 99384 280081 379465 22870710 32843475 0.98340 0.99390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14446273 14446273 872314 218079 404462 634706 911909 872314 2823391 4235087 101116 158677 227977 218079 705849 1058774 SCHEDULE C, PART II-A NO LOBBYING EXPENSES IN THE FISCAL YEAR. 395878 119070 276808 383805 170484 213321 3965 3965 494094 DUE FROM RELATED PARTY 6715008 OTHER RECEIVABLES 308868 DEPOSITS 15447 7039323 X X false false false false false false false false false DANIEL SCOGGIN CHIEF ACADEMIC OFC 360296 200 235 7210 19014 386955 JAY HEILER CEO 428924 200 235 4291 18977 452627 RON ZOROMSKI PRIOR CFO 228098 200 235 4385 13659 246577 MARILYN PAPKE VP BUSINESS SYSTEMS 140902 65241 1409 5819 213371 GENEVIEVE PETERSON VP DEVELOPMENT 185295 200 235 3710 132 189572 JERILYN OLSON VP FACULTY DEVELOPME 175000 200 235 3504 12066 191005 JAROLD TAWNEY VP CURRICULUM 175000 200 48235 3510 19014 245959 KERI CAMPBELL SR DIR CO-CURRICULUM 131200 32700 235 2560 18977 185672 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. 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 701 N 44TH STREET PHOENIX AZ 85008 202036133 MANAGEMENT AZ 3 7 GREATHEART AMERICA true THE GREATHEARTS FOUNDATION INC 701 N 44TH STREET PHOENIX AZ 85008 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 701 N 44TH STREET PHOENIX AZ 85008 872836576 SUPPORT LA 3 12A GREATHEART AMERICA true GREAT HEARTS FLORIDA 701 N 44TH STREET PHOENIX AZ 85008 920285718 SUPPORT FL 3 12A N/A false false false true true true false false false false false false false false false false false true false false THE GREATHEARTS FOUNDATION INC C 6310000 FMV THE GREATHEARTS FOUNDATION D 1003803 FMV OF INTERCOMPANY BAL GREAT HEARTS AMERICA - TEXAS Q 3779380 FMV GREAT HEARTS AMERICA - TEXAS D 5523547 FMV OF INTERCOMPANY BAL GREAT HEARTS ARIZONA Q 3708455 FMV GREAT HEARTS ARIZONA E 380469 FMV OF INTERCOMPANY BAL GREAT HEARTS PROPERTIES LOUISIANA D 508801 FMV OF INTERCOMPANY BAL NO LOBBYING EXPENSES IN THE FISCAL YEAR.