TRIVIUM PREPARATORY ACADEMY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TRIVIUM PREPARATORY ACADEMY (EIN 27-3289295)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-03-16
- IRS object ID
- 201700759349300740
- Schema version
- 2015v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-16T14:44:35-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860494040 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FESTER & CHAPMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9019 E BAHIA DR STE 100 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273289295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIVIUM PREPARATORY ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIV | BusinessNameControlTxt |
| Phone | 6023861881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 N BULLARD AVE | AddressLine1Txt |
| City | GOODYEAR | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85395 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD HUSETH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4808999181 | PhoneNum |
| Signature | 2017-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN CAMBERG | PreparerPersonNm |
| PTIN | P01084420 | PTIN |
| Phone | 6022643077 | PhoneNum |
| Preparation | 2017-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | WARD HUSETH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7205 N PIMA ROAD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,937,724 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRIVIUMPREP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | A 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 Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $261,993 | PYContributionsGrantsAmt |
| CY Contributions Grants | $345,356 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,465,841 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,563,956 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,350 | PYOtherRevenueAmt |
| CY Other Revenue | $28,412 | CYOtherRevenueAmt |
| PY Total Revenue | $2,729,184 | PYTotalRevenueAmt |
| CY Total Revenue | $3,937,724 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,569,742 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,341,935 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,796 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $885,341 | PYOtherExpensesAmt |
| CY Other Expenses | $1,529,581 | CYOtherExpensesAmt |
| PY Total Expenses | $2,455,083 | PYTotalExpensesAmt |
| CY Total Expenses | $3,871,516 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $274,101 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $66,208 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,319,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,463,566 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $201,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $279,319 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,118,039 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,184,247 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,796,694 | ExpenseAmt |
| Revenue | $3,563,956 | RevenueAmt |
| Desc | A 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 | $2,796,694 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD HUSETH | PersonNm |
| Phone | 6023861881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7205 N PIMA ROAD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ROBERT WAGNER | |||||||
| PRESIDENT | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRANDON CROWE | |||||||
| VICE PRESIDE | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN TOPPER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEIDI VASILOFF | |||||||
| HEADMASTER | 40.00 | Yes (X) | $0 | $63,443 | $6,883 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $63,443 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,883 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $30,325 | GovernmentGrantsAmt |
| All Other Contributions | $315,031 | AllOtherContributionsAmt |
| Total Contributions | $345,356 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STATE EQUALIZATION | 611710 | $3,188,936 | $3,188,936 |
| CLASSROOM SITE FUNDS | 611710 | $209,711 | $209,711 |
| CO-CURRICULAR ACTIVITIES | 611710 | $165,309 | $165,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,563,956 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $28,412 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,412 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,412 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,937,724 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,592,368 | RelatedOrExemptFuncIncomeAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,326 | TotalAmt |
| Program Services | $57,254 | ProgramServicesAmt |
| Management And General | $13,072 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806,875 | TotalAmt |
| Program Services | $1,471,022 | ProgramServicesAmt |
| Management And General | $335,853 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,514 | TotalAmt |
| Program Services | $44,259 | ProgramServicesAmt |
| Management And General | $12,255 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,382 | TotalAmt |
| Program Services | $214,687 | ProgramServicesAmt |
| Management And General | $45,695 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,838 | TotalAmt |
| Program Services | $121,560 | ProgramServicesAmt |
| Management And General | $26,278 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,871 | TotalAmt |
| Management And General | $322,871 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,400 | TotalAmt |
| Program Services | $9,281 | ProgramServicesAmt |
| Management And General | $2,119 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,494 | TotalAmt |
| Program Services | $34,560 | ProgramServicesAmt |
| Management And General | $16,934 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,744 | TotalAmt |
| Program Services | $9,289 | ProgramServicesAmt |
| Management And General | $3,455 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,357 | TotalAmt |
| Program Services | $271 | ProgramServicesAmt |
| Management And General | $19,086 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,406 | TotalAmt |
| Program Services | $452,984 | ProgramServicesAmt |
| Management And General | $103,422 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,011 | TotalAmt |
| Program Services | $64,325 | ProgramServicesAmt |
| Management And General | $14,686 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,503 | TotalAmt |
| Program Services | $9,365 | ProgramServicesAmt |
| Management And General | $2,138 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES AND INTSR AIDS | $107,833 | $90,297 | $17,536 |
| CO-CURRICULAR ACTIVITIES | $105,071 | $105,071 | |
| OTHER | $99,611 | $20,064 | $79,547 |
| REPAIRS AND MAINTENANCE | $80,496 | $43,567 | $36,929 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,784 | TotalAmt |
| Program Services | $48,838 | ProgramServicesAmt |
| Management And General | $11,150 | ManagementAndGeneralAmt |
| Fundraising | $11,796 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,871,516 | TotalAmt |
| Program Services | $2,796,694 | ProgramServicesAmt |
| Management And General | $1,063,026 | ManagementAndGeneralAmt |
| Fundraising | $11,796 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,049 | BOYAmt |
| EOY | $1,083,436 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,997 | BOYAmt |
| EOY | $38,386 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,109 | BOYAmt |
| EOY | $140,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $392,961 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $271,447 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,744 | BOYAmt |
| EOY | $121,514 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,320 | BOYAmt |
| EOY | $79,598 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,219 | BOYAmt |
| EOY | $1,463,566 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,836 | BOYAmt |
| EOY | $111,066 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,874 | BOYAmt |
| EOY | $69,878 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,470 | BOYAmt |
| EOY | $98,375 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,180 | BOYAmt |
| EOY | $279,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,118,039 | BOYAmt |
| EOY | $1,184,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,118,039 | BOYAmt |
| EOY | $1,184,247 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,219 | BOYAmt |
| EOY | $1,463,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $66,208 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $371,028 | OtherCostOrOtherBasisAmt |
| Depreciation | $271,447 | DepreciationAmt |
| Book Value | $99,581 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,933 | OtherCostOrOtherBasisAmt |
| Book Value | $21,933 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $121,514 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $71,175 |
| DUE FROM RELATED PARTY | $8,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $79,598 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD FOR OTHERS | $85,365 |
| DUE TO RELATED PARTY | $13,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $98,375 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,937,724 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,937,724 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,937,724 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,871,516 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,871,516 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,871,516 | TotalExpensesPerForm990Amt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | THE 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 6 | THE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | A 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 6 | THE VOLUNTEERS HELP IN CLASSROOMS AND SUPPORT TEACHERS AND STUDENTS. |
| FORM 990, PART V | LINE 2A: ALL PAYROLL, PAYROLL TAXES AND BENEFIT PLANS ARE CENTRALIZED THROUGH THE PARENT ORGANIZATION, GREAT HEARTS ACADEMIES (EIN 20-2036133). THEREFORE, GREAT HEARTS ACADEMIES 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 VI | CERTAIN FUNCTIONS OF MULTIPLE SCHOOLS IN THE GREAT HEARTS NETWORK ARE ALSO PROVIDED TO THE SCHOOL BY GREAT HEARTS ACADEMIES, THE SCHOOL'S TAX EXEMPT SOLE MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE SOLE MEMBER OF THE ACADEMY IS GREAT HEARTS ACADEMIES, AN ORGANIZATION EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE 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 7B | THE 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 11B | THE 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 12C | BOARD 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 15A | SUBJECT 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 15B | 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 | ALL 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHEM PREPARATORY ACADEMY | |||||||||||
| 39808 N GAVILAN PEAK PARKWAY | ANTHEM | AZ | 85086 | 270375682 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL ACADEMY ARETE | |||||||||||
| 4525 E BASELINE ROAD | GILBERT | AZ | 85234 | 464061128 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL ACADEMY CHANDLER | |||||||||||
| 1951 N ALMA SCHOOL ROAD | CHANDLER | AZ | 85224 | 273723907 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL ACADEMY CICERO | |||||||||||
| 7205 N PIMA ROAD | SCOTTSDALE | AZ | 85250 | 464065855 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL ACADEMY GLENDALE | |||||||||||
| 23276 N 83RD AVENUE | PEORIA | AZ | 85383 | 461014697 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL ACADEMY LINCOLN | |||||||||||
| 2250 S GILBERT ROAD | CHANDLER | AZ | 85286 | 471706688 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL ACADEMY VERITAS | |||||||||||
| 3102 N 56TH ST SUITE 200 | PHOENIX | AZ | 85018 | 273364820 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL NORTH PHOENIX | |||||||||||
| 13613 N CAVE CREEK ROAD | PHOENIX | AZ | 85022 | 273364871 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL SCOTTSDALE | |||||||||||
| 7496 E TIERRA BUENA LANE | SCOTTSDALE | AZ | 85260 | 273364842 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL TRIVIUM EAST | |||||||||||
| 14130 W MCDOWELL ROAD SUITE 222 | GOODYEAR | AZ | 85395 | 471762959 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARCHWAY CLASSICAL TRIVIUM WEST | |||||||||||
| 2001 N BULLARD AVENUE | GOODYEAR | AZ | 85395 | 273364743 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| ARETE PREPARATORY ACADEMY | |||||||||||
| 4525 EAST BASELINE ROAD | GILBERT | AZ | 85234 | 205332933 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| CHANDLER PREPARATORY ACADEMY | |||||||||||
| 1951 N ALMA SCHOOL ROAD | CHANDLER | AZ | 85224 | 202075176 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| CICERO PREPARATORY ACADEMY | |||||||||||
| 7205 N PIMA ROAD | SCOTTSDALE | AZ | 85250 | 464096974 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| GLENDALE PREPARATORY ACADEMY | |||||||||||
| 23276 N 83RD AVENUE | PEORIA | AZ | 85383 | 208760987 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| GREAT HEARTS ACADEMIES | |||||||||||
| 3102 N 56TH ST SUITE 300 | PHOENIX | AZ | 85018 | 202036133 | EDUCATION | 3 | 7 | false | N/A | ||
| LINCOLN PREPARATORY ACADEMY | |||||||||||
| 2250 S GILBERT ROAD | CHANDLER | AZ | 85286 | 471674469 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| MARYVALE PREPARATORY ACADEMY | |||||||||||
| 6301 W INDIAN SCHOOL ROAD | PHOENIX | AZ | 85033 | 273289377 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| NORTH PHOENIX PREPARATORY ACADEMY | |||||||||||
| 13613 N CAVE CREEK ROAD SUITE F | PHOENIX | AZ | 85022 | 273322474 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| SCOTTSDALE PREPARATORY ACADEMY | |||||||||||
| 16537 N 92ND STREET | SCOTTSDALE | AZ | 85260 | 208778703 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| TELEOS PREPARATORY ACADEMY | |||||||||||
| 1401 E JEFFERSON ST | PHOENIX | AZ | 85034 | 262700807 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| VERITAS PREPARATORY ACADEMY | |||||||||||
| 3102 N 56TH ST SUITE 100 | PHOENIX | AZ | 85018 | 050527441 | EDUCATION | 3 | 2 | GREATHEART | ARIZONA | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GREAT HEARTS ACADEMIES | ||
| O | $2,341,934 | FMV |
| GREAT HEARTS ACADEMIES | ||
| P | $322,871 | FMV |
| GREAT HEARTS ACADEMIES | ||
| K | $556,405 | FMV |
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