ARCHWAY CLASSICAL ACADEMY CHANDLER: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ARCHWAY CLASSICAL ACADEMY CHANDLER (EIN 27-3723907)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201831359349307053
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)
EIN273723907EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARCHWAY CLASSICAL ACADEMY CHANDLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCHBusinessNameControlTxt
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$4,354,025GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ARCHWAYCHANDLER.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionAN ARCHWAY CLASSICAL ACADEMY CHANDLER 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 Body4VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$559,347PYContributionsGrantsAmt
CY Contributions Grants$629,446CYContributionsGrantsAmt
PY Program Service Revenue$3,661,532PYProgramServiceRevenueAmt
CY Program Service Revenue$3,693,363CYProgramServiceRevenueAmt
PY Investment Income$376PYInvestmentIncomeAmt
CY Investment Income$19,757CYInvestmentIncomeAmt
PY Other Revenue$37,281PYOtherRevenueAmt
CY Other Revenue$11,459CYOtherRevenueAmt
PY Total Revenue$4,258,536PYTotalRevenueAmt
CY Total Revenue$4,354,025CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,440,425PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,446,657CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,050CYTotalFundraisingExpenseAmt
PY Other Expenses$1,478,269PYOtherExpensesAmt
CY Other Expenses$1,517,381CYOtherExpensesAmt
PY Total Expenses$3,918,694PYTotalExpensesAmt
CY Total Expenses$3,964,038CYTotalExpensesAmt
PY Revenues Less Expenses$339,842PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$389,987CYRevenuesLessExpensesAmt
Total Assets BOY$2,387,522TotalAssetsBOYAmt
Total Assets EOY$2,758,956TotalAssetsEOYAmt
Total Liabilities BOY$215,888TotalLiabilitiesBOYAmt
Total Liabilities EOY$154,563TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,171,634NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,604,393NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAN ARCHWAY CLASSICAL ACADEMY CHANDLER 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$2,863,755ExpenseAmt
Revenue$3,645,638RevenueAmt
DescAN ARCHWAY CLASSICAL ACADEMY CHANDLER 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$2,863,755TotalProgramServiceExpensesAmt
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 Members4GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
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 (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NEIL GILLINGHAM
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DR ROBERT JACKSON
VICE PRESIDE2.00Yes (X)Yes (X)$0$0$0
HELEN HAYES
SECRETARY2.00Yes (X)Yes (X)$0$0$0
GEOFF STANISIC
DIRECTOR2.00Yes (X)$0$0$0
LEANNE FAWCETT
HEADMASTER40.00Yes (X)$0$114,675$10,081
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$114,675TotReportableCompRltdOrgAmt
Total Other Compensation$10,081TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Related Organizations$25,000RelatedOrganizationsAmt
Government Grants$56,023GovernmentGrantsAmt
All Other Contributions$548,423AllOtherContributionsAmt
Total Contributions$629,446TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATE EQUALIZATION611710$3,186,865$3,186,865
CO-CURRICULAR ACTIVITIES611710$260,718$260,718
CLASSROOM SITE FUNDS611710$198,055$198,055
PSO REVENUE611710$47,725$47,725
FieldValueIRS element (for citing)
Total Program Service Revenue$3,693,363TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,757TotalRevenueColumnAmt
Exclusion$19,757ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSPECIAL EVENTS & FIELD TRIPSDesc
Business611710BusinessCd
Total Revenue Column$11,459TotalRevenueColumnAmt
Related Or Exempt Func Income$11,459RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,459OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,354,025TotalRevenueColumnAmt
Related Or Exempt Func Income$3,704,822RelatedOrExemptFuncIncomeAmt
Exclusion$19,757ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$124,756TotalAmt
Program Services$104,409ProgramServicesAmt
Management And General$20,347ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,824,047TotalAmt
Program Services$1,526,552ProgramServicesAmt
Management And General$297,495ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$30,028TotalAmt
Program Services$24,123ProgramServicesAmt
Management And General$5,905ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$325,117TotalAmt
Program Services$291,477ProgramServicesAmt
Management And General$33,640ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$142,709TotalAmt
Program Services$119,622ProgramServicesAmt
Management And General$23,087ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$338,492TotalAmt
Management And General$338,492ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,557TotalAmt
Program Services$8,835ProgramServicesAmt
Management And General$1,722ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$51,465TotalAmt
Program Services$39,042ProgramServicesAmt
Management And General$12,423ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,955TotalAmt
Program Services$11,216ProgramServicesAmt
Management And General$3,739ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,949TotalAmt
Management And General$28,949ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$507,738TotalAmt
Program Services$424,928ProgramServicesAmt
Management And General$82,810ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$106,472TotalAmt
Program Services$89,107ProgramServicesAmt
Management And General$17,365ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OTHER$170,352$61,008$109,344
REPAIRS AND MAINTENANCE$142,483$40,295$102,188
SUPPLIES$104,825$85,098$19,727
CO-CURRICULAR ACTVITIES$38,043$38,043

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,050TotalAmt
Fundraising$3,050FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,964,038TotalAmt
Program Services$2,863,755ProgramServicesAmt
Management And General$1,097,233ManagementAndGeneralAmt
Fundraising$3,050FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,057,471BOYAmt
EOY$748,111EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$1,668,447EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,245BOYAmt
EOY$18,195EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$108,340BOYAmt
EOY$120,251EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$652,224LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$449,769LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$186,758BOYAmt
EOY$202,455EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,708BOYAmt
EOY$1,497EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,387,522BOYAmt
EOY$2,758,956EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$89,464BOYAmt
EOY$33,470EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$21,627BOYAmt
EOY$15,554EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$104,797BOYAmt
EOY$105,539EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$215,888BOYAmt
EOY$154,563EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,171,634BOYAmt
EOY$2,604,393EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,171,634BOYAmt
EOY$2,604,393EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,387,522BOYAmt
EOY$2,758,956EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$389,987ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$42,772NetUnrlzdGainsLossesInvstAmt
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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$444,960OtherCostOrOtherBasisAmt
Depreciation$279,856DepreciationAmt
Book Value$165,104BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$200,276OtherCostOrOtherBasisAmt
Depreciation$169,913DepreciationAmt
Book Value$30,363BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,988OtherCostOrOtherBasisAmt
Book Value$6,988BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$202,455TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEPOSITS HELD FOR OTHERS$99,940
DUE TO RELATED PARTY$5,599
FieldValueIRS element (for citing)
Total Liability$105,539TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,396,797TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$42,772NetUnrealizedGainsInvstAmt
Revenue Not Reported$42,772RevenueNotReportedAmt
Revenue Subtotal$4,354,025RevenueSubtotalAmt
Total Revenue Per Form990$4,354,025TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,964,038TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,964,038ExpensesSubtotalAmt
Total Expenses Per Form990$3,964,038TotalExpensesPerForm990Amt

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 MISSIONAN ARCHWAY CLASSICAL ACADEMY CHANDLER 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, GREATHEARTS ARIZONA (EIN 20-2036133). THEREFORE, GREAT HEARTS 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 GREAT HEARTS NETWORK ARE ALSO PROVIDED TO THE SCHOOL BY GREAT HEARTS ARIZONA, THE SCHOOL'S TAX EXEMPT SOLE MEMBER.
FORM 990, PAGE 6, PART VI, LINE 6THE SOLE MEMBER OF THE ACADEMY IS GREATHEARTS 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 MEETING 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 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
TRIVIUM PREPARATORY ACADEMY
4801 E WASHINGTON STREET SUITE 250PHOENIXAZ85034273289295EDUCATION32GREATHEARTARIZONAfalse
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 OrgYes (true)GiftGrntCapContriFromOthOrgInd
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 (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GREATHEARTS ARIZONA
O$2,446,658FMV
GREATHEARTS ARIZONA
P$338,492FMV
GREATHEARTS ARIZONA
K$507,738FMV
GREATHEARTS ARIZONA
C$25,000FMV

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