2026-05-14T14:01:39-05:00 2025-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-07-01 431973126 Great Hearts America-Texas GREA 2108889475 12500 San Pedro Ave Ste 500 San Antonio TX 78216 Stacey Lawrence Interim CFO 2108889475 2026-05-14 1 0 Susanna Blackmon P01226926 7134395739 2026-05-14 2024 2025-03-06 01:10:19Z Wade Dyke 12500 San Pedro Ave Ste 500 San Antonio TX 78216 150255010 0 X texas.greatheartsamerica.org X 2002 TX To educate and graduate thoughtful leaders of character who contribute to society. 6 6 2355 1695 0 0 129829412 140424576 5620582 5763350 1760579 2402035 210079 -19806 137420652 148570155 0 0 0 0 88886539 97609917 0 0 836499 50539746 53309486 139426285 150919403 -2005633 -2349248 354513011 356867936 321672857 325613018 32840154 31254918 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 143087333 5763350 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. 143087333 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 1 278 0 1 2355 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 Stacey Lawrence 2108889475 12500 San Pedro Ave Ste 500 San Antonio TX 78216 Jim Rahn Chair 1.00 0.00 X X 0 0 0 Jackie Moczygemba Vice Chair 1.00 0.00 X X 0 0 0 Brandon Byrne Secretary 1.00 0.00 X X 0 0 0 Olecia Christie Director 1.00 0.00 X 0 0 0 Kevin Hall Director 1.00 0.00 X 0 0 0 Jonathan Sanford Director 1.00 0.00 X 0 0 0 Wade Dyke Superintendent 50.00 0.00 X 170856 180926 20170 Kevin Byrne VP Finance 50.00 0.00 X 206543 0 25487 Brendan Miniter Chief Advisor to Board (thru 8/24) 50.00 0.00 X 221615 0 20500 Lisa Zerbonia Senior VP - Operations 50.00 0.00 X 159967 0 20385 Margaret M Lessner Exec. Director-Special Student Serv. 50.00 0.00 X 153049 0 23986 Kristin Durney VP Human Resources 50.00 0.00 X 148555 0 19048 Marissa Lopez VP Strategic Planning 50.00 0.00 X 148700 0 21388 Kurtis Indorf Interim Superintendent (thru 6/24) 50.00 0.00 X 217864 0 43086 1427149 180926 194050 26 1 1 0 Diagnostic Assessment Services PO Box 29647 Dallas TX 75229 Student assessment services 4016248 H & R Industrial LLC 975 Second St Eagle Pass TX 78852 Janitorial services 1870567 North Central Texas Janitorial LLC 407 Cold Springs Ct Keller TX 76248 Janitorial services 1595302 Schulman Lopez Hoffer & Adelstein LLP 845 Proton Rd San Antonio TX 78258 Legal services 650602 Avant-Garde Counseling & Coaching PO Box 1775 Euless TX 76039 Counseling 371705 18 361355 133751128 6312093 149090 140424576 Co-curricular fees 611710 4406428 4406428 Food service revenue 611710 1356922 1356922 5763350 2402035 2402035 10085 0 10085 10085 10085 1500000 1500000 0 154964 361355 184855 -29891 -29891 148570155 5763350 0 2382229 423056 400500 19618 2938 76882087 72712651 3662844 506592 5894512 5553916 296954 43642 13224072 12600288 506113 117671 1186190 1138326 40740 7124 673081 673081 121306 121306 9146584 8928173 218411 261576 14137 237797 9642 916833 871197 45636 2571248 2291283 279637 328 9800797 9800522 275 717113 574616 138527 3970 8790985 8790985 7461114 7461114 885703 718876 166827 Materials and supplies 3844249 3803063 24756 16430 Prof. development 3099395 2534278 564117 1000 Food expenses 2679937 2679937 Uncollectible amounts 909148 909148 1430417 1304323 44568 81526 150919403 143087333 6995571 836499 14601698 11932079 58100117 32430937 22655158 23111942 87022 3140122 1842802 2444102 306746243 33437868 247633792 273308375 7354272 6825797 2238150 3674582 354513011 356867936 14422749 16721432 728251 514354 290847438 287036616 11698414 17337395 3976005 4003221 321672857 325613018 X 28854661 26454583 3985493 4800335 32840154 31254918 354513011 356867936 -2349248 764012 0 X 0 1 X 1 1 1 X 10202034 88114105 104100516 129829412 140424576 472670643 10202034 88114105 104100516 129829412 140424576 472670643 472670643 247053 1675625 1884067 2412120 6218865 32772 88828 0 121600 1171905 1171905 480183013 82315146 0.98440 0.98410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 150919403 150919403 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 90000 110182 200182 250000 250000 250000 250000 1000000 1500000 90000 110182 200182 33145458 33145458 218504160 24084074 194420086 13876117 9353794 4522323 41220508 41220508 273308375 Operating lease liability 3428705 Due to Great Hearts America 544726 Due to affiliates 29790 4003221 148570155 0 148570155 0 148570155 150010255 0 150010255 909148 909148 150919403 Part XII, Line 4b - Other Adjustments: Uncollectible amounts 909,148. 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. Neon Nights 261091 192208 68883 635 27940 6000 55372 Griffin Gala 110253 70150 40103 8660 9750 3000 18943 2 144975 98997 45978 2957 22081 2500 27017 516319 361355 154964 12252 59771 11500 101332 184855 -29891 X X X X 0 0 0 0 0 0 0 0 0 Wade Dyke Superintendent 170856 180926 0 0 0 0 12266 0 7904 0 191026 180926 0 0 Kurtis Indorf Interim Superintendent (thru 6/24) 217864 0 0 0 0 0 21610 0 21476 0 260950 0 0 0 Brendan Miniter Chief Advisor to Board (thru 8/24) 221615 0 0 0 0 0 20500 0 0 0 242115 0 0 0 Kevin Byrne VP Finance 206543 0 0 0 0 0 19571 0 5916 0 232030 0 0 0 Lisa Zerbonia Senior VP - Operations 159967 0 0 0 0 0 14642 0 5743 0 180352 0 0 0 Margaret M Lessner Exec. Director-Special Student Serv. 153049 0 0 0 0 0 12919 0 11067 0 177035 0 0 0 Marissa Lopez VP Strategic Planning 148700 0 0 0 0 0 13256 0 8132 0 170088 0 0 0 Kristin Durney VP Human Resources 148555 0 0 0 0 0 13305 0 5743 0 167603 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 1470000 97111187 1716935 1779253 2698102 37615030 53301868 1 1 0 1 B 450000 35936284 1696458 710981 979853 32260101 288891 0 0 0 1 C 995000 90707899 3922277 1445714 2746712 78188766 4404431 0 0 0 1 D 19483978 982765 371619 518591 16759786 851217 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 1 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 23213299 1428524 445631 642035 18321963 2375146 0 0 0 1 B 47936399 1590031 3259705 917548 27718561 14450554 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 4 53234 NYSE X Auction items 644 92956 FMV X Raffle items 2 2900 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 or other interim officer before being sent to the Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Directors must 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