TRIVIUM PREPARATORY ACADEMY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TRIVIUM PREPARATORY ACADEMY (EIN 27-3289295)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201801359349305645
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T10:28:32-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821455657PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FESTER & CHAPMAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19019 E BAHIA DR STE 100AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85260ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273289295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRIVIUM PREPARATORY ACADEMYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRIVBusinessNameControlTxt
Phone6023861881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14801 E WASHINGTON STREET SUITE 250AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRON ZOROMSKIPersonNm
Person TitleCFOPersonTitleTxt
Phone4808999181PhoneNum
Signature2018-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRACHEL R LOCKE CPAPreparerPersonNm
PTINP00450405PTIN
Phone6022643077PhoneNum
Preparation2018-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerRON ZOROMSKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17205 N PIMA ROADAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85258ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,287,995GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TRIVIUMPREP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionA TRIVIUM PREPARATORY ACADEMY 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.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$345,356PYContributionsGrantsAmt
CY Contributions Grants$439,393CYContributionsGrantsAmt
PY Program Service Revenue$3,563,956PYProgramServiceRevenueAmt
CY Program Service Revenue$4,683,197CYProgramServiceRevenueAmt
CY Investment Income$2,918CYInvestmentIncomeAmt
PY Other Revenue$28,412PYOtherRevenueAmt
CY Other Revenue$162,487CYOtherRevenueAmt
PY Total Revenue$3,937,724PYTotalRevenueAmt
CY Total Revenue$5,287,995CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,341,935PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,121,113CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,246CYTotalFundraisingExpenseAmt
PY Other Expenses$1,529,581PYOtherExpensesAmt
CY Other Expenses$2,013,213CYOtherExpensesAmt
PY Total Expenses$3,871,516PYTotalExpensesAmt
CY Total Expenses$5,134,326CYTotalExpensesAmt
PY Revenues Less Expenses$66,208PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$153,669CYRevenuesLessExpensesAmt
Total Assets BOY$1,463,566TotalAssetsBOYAmt
Total Assets EOY$1,548,424TotalAssetsEOYAmt
Total Liabilities BOY$279,319TotalLiabilitiesBOYAmt
Total Liabilities EOY$204,790TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,184,247NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,343,634NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionA TRIVIUM PREPARATORY ACADEMY 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,766,551ExpenseAmt
Revenue$4,683,197RevenueAmt
DescA TRIVIUM PREPARATORY ACADEMY 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.Desc
Total Program Service Expenses$3,766,551TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRON ZOROMSKIPersonNm
Phone6023861881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17205 N PIMA ROADAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85258ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KAREN WILLIAMS
VICE PRESIDE2.00Yes (X)Yes (X)$0$0$0
BRANDON CROWE
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
TOM DOEBLER
SECRETARY2.00Yes (X)Yes (X)$0$0$0
HEIDI VASILOFF
HEADMASTER40.00Yes (X)$0$87,000$9,447
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$87,000TotReportableCompRltdOrgAmt
Total Other Compensation$9,447TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$43,677GovernmentGrantsAmt
All Other Contributions$395,716AllOtherContributionsAmt
Total Contributions$439,393TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATE EQUALIZATION611710$4,217,070$4,217,070
CLASSROOM SITE FUNDS611710$267,831$267,831
CO-CURRICULAR ACTIVITIES611710$164,480$164,480
PSO REVENUE611710$18,376$18,376
RENT$15,440$15,440
FieldValueIRS element (for citing)
Total Program Service Revenue$4,683,197TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,918TotalRevenueColumnAmt
Exclusion$2,918ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business611710BusinessCd
Total Revenue Column$162,487TotalRevenueColumnAmt
Related Or Exempt Func Income$162,487RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$162,487OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,287,995TotalRevenueColumnAmt
Related Or Exempt Func Income$4,845,684RelatedOrExemptFuncIncomeAmt
Exclusion$2,918ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$96,447TotalAmt
Program Services$79,500ProgramServicesAmt
Management And General$16,947ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,424,457TotalAmt
Program Services$1,998,451ProgramServicesAmt
Management And General$426,006ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,712TotalAmt
Program Services$24,008ProgramServicesAmt
Management And General$5,704ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$383,203TotalAmt
Program Services$323,380ProgramServicesAmt
Management And General$59,823ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$187,294TotalAmt
Program Services$154,545ProgramServicesAmt
Management And General$32,749ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$448,490TotalAmt
Management And General$448,490ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$455TotalAmt
Management And General$455ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,557TotalAmt
Program Services$8,702ProgramServicesAmt
Management And General$1,855ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$90,450TotalAmt
Program Services$59,075ProgramServicesAmt
Management And General$31,375ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,535TotalAmt
Program Services$10,151ProgramServicesAmt
Management And General$3,384ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$23,209TotalAmt
Management And General$23,209ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$675,332TotalAmt
Program Services$556,668ProgramServicesAmt
Management And General$118,664ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$98,259TotalAmt
Program Services$80,994ProgramServicesAmt
Management And General$17,265ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES AND INTSR AIDS$221,625$201,156$20,469
OTHER$154,157$65,232$88,925
CO-CURRICULAR ACTIVITIES$152,412$152,412
REPAIRS AND MAINTENANCE$109,421$52,277$57,144

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15,311TotalAmt
Management And General$13,065ManagementAndGeneralAmt
Fundraising$2,246FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,134,326TotalAmt
Program Services$3,766,551ProgramServicesAmt
Management And General$1,365,529ManagementAndGeneralAmt
Fundraising$2,246FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,083,436BOYAmt
EOY$862,135EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$245,196EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,386BOYAmt
EOY$21,928EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$140,632BOYAmt
EOY$111,003EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$601,265LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$369,705LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$121,514BOYAmt
EOY$231,560EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$79,598BOYAmt
EOY$76,602EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,463,566BOYAmt
EOY$1,548,424EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$111,066BOYAmt
EOY$27,635EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$69,878BOYAmt
EOY$52,539EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$98,375BOYAmt
EOY$124,616EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$279,319BOYAmt
EOY$204,790EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,184,247BOYAmt
EOY$1,337,909EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$5,725EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,184,247BOYAmt
EOY$1,343,634EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,463,566BOYAmt
EOY$1,548,424EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$153,669ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,718NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$601,265OtherCostOrOtherBasisAmt
Depreciation$369,705DepreciationAmt
Book Value$231,560BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$231,560TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEPOSITS HELD FOR OTHERS$120,785
DUE TO RELATED PARTY$3,831
FieldValueIRS element (for citing)
Total Liability$124,616TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$5,293,713TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,718NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,718RevenueNotReportedAmt
Revenue Subtotal$5,287,995RevenueSubtotalAmt
Total Revenue Per Form990$5,287,995TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,134,326TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$5,134,326ExpensesSubtotalAmt
Total Expenses Per Form990$5,134,326TotalExpensesPerForm990Amt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediafalsePlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, LINE 3THE SCHOOL HAS A STRICT POLICY OF NON-DISCRIMINATION; HOWEVER, AS A CHARTER SCHOOL, IT IS NOT SUBJECT TO THE REQUIREMENTS OF TREASURY REVENUE PROCEDURE 75-50.1975-2C.B.587. RATHER, THE SCHOOL PUBLICIZES ITS POLICIES BY WORD OF MOUTH AND ON THE WEBSITE, THE SCHOOL'S PRIMARY METHODS OF REACHING NEW STUDENTS.
SCHEDULE E, LINE 6THE SCHOOL RECEIVES MONTHLY AID PAYMENTS FROM THE STATE OF ARIZONA BASED ON THE NUMBER OF STUDENTS ENROLLED AND ATTENDING THE SCHOOL. THESE FUNDS ARE USED IN ACCORDANCE WITH THE REQUIREMENTS SET FORTH BY THE STATE OF ARIZONA. IN ADDITION, GOVERNMENT GRANTS ARE ALSO RECEIVED BY THE SCHOOL.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONA TRIVIUM PREPARATORY ACADEMY 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 1, PART I, LINE 6THE VOLUNTEERS HELP IN CLASSROOMS AND SUPPORT TEACHERS AND STUDENTS.
FORM 990, PART VLINE 2A: ALL PAYROLL, PAYROLL TAXES AND BENEFIT PLANS ARE CENTRALIZED THROUGH THE PARENT ORGANIZATION, GREAT HEARTSARIZONA (EIN 20-2036133). THEREFORE, GREATHEARTS ARIZONA FILES PAYROLL TAX RETURNS UNDER THEIR EMPLOYER TAX IDENTIFICATION NUMBER REPORTING ALL PAYROLL ACTIVITY. PAYROLL RELATED EXPENSES REPORTED ON THIS RETURN REPRESENTS AN ALLOCATION OF SALARIES AND WAGES PAID BY THE ENTITY.
FORM 990, PART VICERTAIN FUNCTIONS OF MULTIPLE SCHOOLS IN THE GREATHEARTS NETWORK ARE ALSO PROVIDED TO THE SCHOOL BY GREATHEARTS ARIZONA, THE SCHOOL'S TAX EXEMPT SOLE MEMBER.
FORM 990, PAGE 6, PART VI, LINE 6THE SOLE MEMBER OF THE ACADEMY IS GREAT HEARTS ARIZONA, AN ORGANIZATION EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
FORM 990, PAGE 6, PART VI, LINE 7ATHE SCHOOL'S TAX-EXEMPT SOLE MEMBER APPOINTS THE SCHOOL'S DIRECTORS, FILLS VACANCIES ON THE BOARD, AND MAY REMOVE DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 7BTHE SCHOOL'S TAX-EXEMPT SOLE MEMBER RETAINS APPROVAL RIGHTS OVER KEY DECISIONS SUCH AS CHANGES TO THE SCHOOL'S BYLAWS, ARTICLES OF INCORPORATION, EDUCATIONAL PHILOSOPHY, AND SIGNIFICANT FINANCIAL EXPENDITURES (IN EXCESS OF 50,000).
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS PREPARED BY AN EXTERNAL CPA FIRM AND IS REVIEWED INTERNALLY BY THE CFO. AFTER COMPLETING THE CFO REVIEW, THE RETURN IS FINALIZED AND THEN REVIEWED BY THE GREAT HEARTS AUDIT COMMITTEE PRIOR TO BEING SIGNED BY THE CFO.
FORM 990, PAGE 6, PART VI, LINE 12CBOARD MEMBERS, OFFICERS AND ALL EMPLOYEES COMPLETE AND SIGN A CONFLICT OF INTEREST AGREEMENT. THESE AGREEMENTS ARE REVIEWED BY HUMAN RESOURACES AND ANY CONFLICTS ARE IDENTIFIED AND REPORTED TO THE AUDITORS AND THE BOARD TO MONITOR.
FORM 990, PAGE 6, PART VI, LINE 15ASUBJECT TO THE SCHOOL'S CONFLICT OF INTEREST POLICY, THE SCHOOL'S TAX- EXEMPT SOLE MEMBER AND THE SCHOOL'S BOARD APPROVE THE COMPENSATION OF KEY STAFF SUCH AS HEADMASTER AND ASSISTANT HEADMASTER.
FORM 990, PAGE 6, PART VI, LINE 15BEMPLOYEES AND FACULTY ARE DETERMINED BASED ON INDEPENDENT COMPENSATION STUDIES AND SALARIES OF COMPARABLE NON-PROFIT ORGANIZATIONS.
FORM 990, PAGE 6, PART VI, LINE 19ALL BOARD MEETINGS ARE POSTED IN ADVANCE IN ACCORDANCE WITH ARIZONA OPEN MEETING LAWS. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BOTH AT THE MEETINGS OR FOLLOWING THE MEETING AND UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtBusiness Name Line2DirectControllingEntityName/BusinessNameLine2TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ANTHEM PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034270375682EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY ARETE
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034464061128EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY CHANDLER
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034273723907EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY CICERO
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034464065855EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY GLENDALE
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034461014697EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY LINCOLN
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034471706688EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY VERITAS
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034273364820EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL NORTH PHOENIX
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034273364871EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL SCOTTSDALE
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034273364842EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL TRIVIUM EAST
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034471762959EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL TRIVIUM WEST
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034273364743EDUCATION32GREATHEARTARIZONAfalse
ARETE PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034205332933EDUCATION32GREATHEARTARIZONAfalse
CHANDLER PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034202075176EDUCATION32GREATHEARTARIZONAfalse
CICERO PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034464096974EDUCATION32GREATHEARTARIZONAfalse
GLENDALE PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034208760987EDUCATION32GREATHEARTARIZONAfalse
LINCOLN PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034471674469EDUCATION32GREATHEARTARIZONAfalse
MARYVALE PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034273289377EDUCATION32GREATHEARTARIZONAfalse
NORTH PHOENIX PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034273322474EDUCATION32GREATHEARTARIZONAfalse
SCOTTSDALE PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034208778703EDUCATION32GREATHEARTARIZONAfalse
TELEOS PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034262700807EDUCATION32GREATHEARTARIZONAfalse
VERITAS PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034050527441EDUCATION32GREATHEARTARIZONAfalse
GREATHEARTS ARIZONA
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034202036133EDUCATION37falseN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GREATHEARTS ARIZONA
O$3,121,114FMV
GREATHEARTS ARIZONA
P$448,490FMV
GREATHEARTS ARIZONA
K$675,332FMV

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