SCOTTSDALE PREPARATORY ACADEMY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SCOTTSDALE PREPARATORY ACADEMY (EIN 20-8778703)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-03-16
IRS object ID
201720759349300837
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

FieldValueIRS element (for citing)
Return2017-03-16T14:44:35-07:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860494040PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FESTER & CHAPMAN PCBusinessNameLine1Txt

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 Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208778703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTTSDALE PREPARATORY ACADEMYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone6023861881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116537 N 92ND STREETAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARD HUSETHPersonNm
Person TitleCFOPersonTitleTxt
Phone6023861881PhoneNum
Signature2017-03-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN CAMBERGPreparerPersonNm
PTINP01084420PTIN
Phone6022643077PhoneNum
Preparation2017-03-16PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWARD HUSETHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17205 N PIMA ROADAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85250ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,250,989GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSCOTTSDALEPREP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionA SCOTTSDALE 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 Body5VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,008,584PYContributionsGrantsAmt
CY Contributions Grants$1,026,176CYContributionsGrantsAmt
PY Program Service Revenue$6,501,216PYProgramServiceRevenueAmt
CY Program Service Revenue$6,650,809CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$13,370PYOtherRevenueAmt
CY Other Revenue$574,004CYOtherRevenueAmt
PY Total Revenue$7,523,170PYTotalRevenueAmt
CY Total Revenue$8,250,989CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,009,795PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,290,733CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,130CYTotalFundraisingExpenseAmt
PY Other Expenses$2,847,798PYOtherExpensesAmt
CY Other Expenses$3,050,872CYOtherExpensesAmt
PY Total Expenses$6,857,593PYTotalExpensesAmt
CY Total Expenses$7,341,605CYTotalExpensesAmt
PY Revenues Less Expenses$665,577PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$909,384CYRevenuesLessExpensesAmt
Total Assets BOY$2,917,162TotalAssetsBOYAmt
Total Assets EOY$3,174,355TotalAssetsEOYAmt
Total Liabilities BOY$1,285,795TotalLiabilitiesBOYAmt
Total Liabilities EOY$633,604TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,631,367NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,540,751NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionA SCOTTSDALE 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$5,349,469ExpenseAmt
Revenue$6,650,809RevenueAmt
DescA SCOTTSDALE 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$5,349,469TotalProgramServiceExpensesAmt
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 Document34IRPDocumentCnt
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
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)
PersonWARD HUSETHPersonNm
Phone6023861881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17205 N PIMA ROADAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85250ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROBERT WAGNER
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DOUGLAS MINSON
VICE PRESIDE1.00Yes (X)Yes (X)$0$0$0
MARC LEIBMAN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ALISON CHANEY
HEADMASTER40.00Yes (X)$0$90,915$5,291
AMANDA SHEARER
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$90,915TotReportableCompRltdOrgAmt
Total Other Compensation$5,291TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$58,659GovernmentGrantsAmt
All Other Contributions$967,517AllOtherContributionsAmt
Total Contributions$1,026,176TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATE EQUALIZATION611710$5,661,145$5,661,145
CLASSROOM SITE FUNDS611710$370,421$370,421
CO-CURRICULAR ACTIVITIES611710$352,676$352,676
PSO REVENUE611710$266,567$266,567
FieldValueIRS element (for citing)
Total Program Service Revenue$6,650,809TotalProgramServiceRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,630RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$9,630RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,630TotalRevenueColumnAmt
Exclusion$9,630ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business611710BusinessCd
Total Revenue Column$564,374TotalRevenueColumnAmt
Related Or Exempt Func Income$564,374RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$564,374OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,250,989TotalRevenueColumnAmt
Related Or Exempt Func Income$7,215,183RelatedOrExemptFuncIncomeAmt
Exclusion$9,630ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$96,206TotalAmt
Program Services$81,423ProgramServicesAmt
Management And General$14,783ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,361,480TotalAmt
Program Services$2,841,208ProgramServicesAmt
Management And General$520,272ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$99,989TotalAmt
Program Services$78,670ProgramServicesAmt
Management And General$21,319ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$468,539TotalAmt
Program Services$405,530ProgramServicesAmt
Management And General$63,009ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$264,519TotalAmt
Program Services$224,384ProgramServicesAmt
Management And General$40,135ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$572,999TotalAmt
Management And General$572,999ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,495TotalAmt
Management And General$12,495ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,400TotalAmt
Program Services$9,636ProgramServicesAmt
Management And General$1,764ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$63,731TotalAmt
Program Services$37,953ProgramServicesAmt
Management And General$25,778ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,964TotalAmt
Program Services$21,739ProgramServicesAmt
Management And General$7,225ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$33,092TotalAmt
Program Services$3,925ProgramServicesAmt
Management And General$29,167ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$928,869TotalAmt
Program Services$785,104ProgramServicesAmt
Management And General$143,765ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$164,067TotalAmt
Program Services$138,674ProgramServicesAmt
Management And General$25,393ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,567TotalAmt
Program Services$18,229ProgramServicesAmt
Management And General$3,338ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OTHER$669,585$313,956$355,629
REPAIRS AND MAINTENANCE$211,798$99,954$111,844
CO-CURRICULAR ACTIVITIES$187,844$187,701$143
SUPPLIES$137,331$101,383$35,948

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,130TotalAmt
Fundraising$7,130FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,341,605TotalAmt
Program Services$5,349,469ProgramServicesAmt
Management And General$1,985,006ManagementAndGeneralAmt
Fundraising$7,130FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,135,991BOYAmt
EOY$2,482,182EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$135,175BOYAmt
EOY$120,640EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$112,416BOYAmt
EOY$148,117EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$979,092LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$557,705LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$533,580BOYAmt
EOY$421,387EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$2,029EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,917,162BOYAmt
EOY$3,174,355EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$385,504BOYAmt
EOY$215,018EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,447BOYAmt
EOY$184,254EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$898,844BOYAmt
EOY$234,332EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,285,795BOYAmt
EOY$633,604EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,631,367BOYAmt
EOY$2,540,751EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,631,367BOYAmt
EOY$2,540,751EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,917,162BOYAmt
EOY$3,174,355EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$909,384ReconcilationRevenueExpnssAmt
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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$498,649OtherCostOrOtherBasisAmt
Depreciation$265,578DepreciationAmt
Book Value$233,071BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$475,372OtherCostOrOtherBasisAmt
Depreciation$292,127DepreciationAmt
Book Value$183,245BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,071OtherCostOrOtherBasisAmt
Book Value$5,071BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$421,387TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEPOSITS HELD FOR OTHERS$206,704
DUE TO RELATED PARTY$27,628
DEFERRED RENT
FieldValueIRS element (for citing)
Total Liability$234,332TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,250,989TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$8,250,989RevenueSubtotalAmt
Total Revenue Per Form990$8,250,989TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,341,605TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$7,341,605ExpensesSubtotalAmt
Total Expenses Per Form990$7,341,605TotalExpensesPerForm990Amt

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 TRICT 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 SCOTTSDALE 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 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 VICERTAIN 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 6THE 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 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
39808 N GAVILAN PEAK PARKWAYANTHEMAZ85086270375682EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY ARETE
4525 E BASELINE ROADGILBERTAZ85234464061128EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY CHANDLER
1951 N ALMA SCHOOL ROADCHANDLERAZ85224273723907EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY CICERO
7205 N PIMA ROADSCOTTSDALEAZ85250464065855EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY GLENDALE
23276 N 83RD AVENUEPEORIAAZ85383461014697EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY LINCOLN
2250 S GILBERT ROADCHANDLERAZ85286471706688EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL ACADEMY VERITAS
3102 N 56TH ST SUITE 200PHOENIXAZ85018273364820EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL NORTH PHOENIX
13613 N CAVE CREEK ROADPHOENIXAZ85022273364871EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL SCOTTSDALE
7496 E TIERRA BUENA LANESCOTTSDALEAZ85260273364842EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL TRIVIUM EAST
14130 W MCDOWELL ROAD SUITE 222GOODYEARAZ85395471762959EDUCATION32GREATHEARTARIZONAfalse
ARCHWAY CLASSICAL TRIVIUM WEST
2001 N BULLARD AVENUEGOODYEARAZ85395273364743EDUCATION32GREATHEARTARIZONAfalse
ARETE PREPARATORY ACADEMY
4525 EAST BASELINE ROADGILBERTAZ85234205332933EDUCATION32GREATHEARTARIZONAfalse
CHANDLER PREPARATORY ACADEMY
1951 N ALMA SCHOOL ROADCHANDLERAZ85224202075176EDUCATION32GREATHEARTARIZONAfalse
CICERO PREPARATORY ACADEMY
7205 N PIMA ROADSCOTTSDALEAZ85250464096974EDUCATION32GREATHEARTARIZONAfalse
GLENDALE PREPARATORY ACADEMY
23276 N 83RD AVENUEPEORIAAZ85383208760987EDUCATION32GREATHEARTARIZONAfalse
GREAT HEARTS ACADEMIES
3102 N 56TH ST SUITE 300PHOENIXAZ85018202036133EDUCATION37falseN/A
LINCOLN PREPARATORY ACADEMY
2250 S GILBERT ROADCHANDLERAZ85286471674469EDUCATION32GREATHEARTARIZONAfalse
MARYVALE PREPARATORY ACADEMY
6301 W INDIAN SCHOOL ROADPHOENIXAZ85033273289377EDUCATION32GREATHEARTARIZONAfalse
NORTH PHOENIX PREPARATORY ACADEMY
13613 N CAVE CREEK ROAD SUITE FPHOENIXAZ85022273322474EDUCATION32GREATHEARTARIZONAfalse
TELEOS PREPARATORY ACADEMY
1401 E JEFFERSON STPHOENIXAZ85034262700807EDUCATION32GREATHEARTARIZONAfalse
TRIVIUM PREPARATORY ACADEMY
2001 N BULLARD AVEGOODYEARAZ85395273289295EDUCATION32GREATHEARTARIZONAfalse
VERITAS PREPARATORY ACADEMY
3102 N 56TH ST SUITE 100PHOENIXAZ85018050527441EDUCATION32GREATHEARTARIZONAfalse
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
GREAT HEARTS ACADEMIES
O$4,290,733FMV
GREAT HEARTS ACADEMIES
K$928,869FMV
GREAT HEARTS ACADEMIES
P$572,999FMV

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