2016-05-16T21:20:56-05:00 2015-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2014-07-01 454306715 GREAT HEARTS AMERICA GREA 4808999181 3102 N 56TH STREET NO 300 PHOENIX AZ 85018 WARD HUSETH CFO 4808999181 2016-05-16 1 BRENDA BLUNT CPA P00075126 6022645844 2016-05-16 2014 2016-08-17 19:52:53Z WARD HUSETH 3102 N 56TH STREET NO 300 PHOENIX AZ 85018 2167903 0 X HTTP://WWW.GREATHEARTSAMERICA.ORG/ X 2012 AZ THE MISSION OF GREAT HEARTS AMERICA IS TO FORGE A NATIONAL NETWORK OF (CONT. ON SCH O) ACADEMICALLY RIGOROUS PREPARATORY SCHOOLS, WITH AN ULTIMATE PURPOSE TO GRADUATE GREAT-HEARTED YOUNG MEN AND WOMEN WHO POSSESS A SENSE OF PURPOSE THAT IS DIRECTED TO THE SERVICE OF THE GREATER GOOD AND THE CAPACITY FOR THE MEANINGFUL LEADERSHIP THAT OUR CULTURE SO DESPERATELY NEEDS. 4 2 0 0 0 0 316925 1305000 307762 862903 0 0 0 0 624687 2167903 60000 490000 0 0 987801 1633113 0 0 83388 207513 317814 1255314 2440927 -630627 -273024 460986 1173922 1502424 2488384 -1041438 -1314462 X THE MISSION OF GREAT HEARTS AMERICA IS TO FORGE A NATIONAL NETWORK OF ACADEMICALLY RIGOROUS PREPARATORY SCHOOLS, WITH AN ULTIMATE PURPOSE TO GRADUATE GREAT-HEARTED YOUNG MEN AND WOMEN WHO POSSESS A SENSE OF PURPOSE THAT IS DIRECTED TO THE SERVICE OF THE (CONT. ON SCH O) GREATER GOOD AND THE CAPACITY FOR THE MEANINGFUL LEADERSHIP THAT OUR CULTURE SO DESPERATELY NEEDS. 0 0 490000 490000 862903 THE ULTIMATE GOAL OF THE ORGANIZATION IS TO GRADUATE "GREAT-HEARTED" YOUNG MEN AND WOMEN WHO POSSESS A SENSE OF DESTINY AND PURPOSE THAT IS DIRECTED TO THE SERVICE OF THE GREATER GOOD. BY ENGAGING IN AN INTENSE AND FORMATIVE DIALOGUE WITH THE GREAT BOOKS AND IDEAS OF WESTERN CULTURE, BY CONVERSING WITH PEERS AND TEACHERS WHO ALSO SEEK THE TRUTH, STUDENTS COME TO UNDERSTAND MORE FULLY WHAT IT MEANS TO BE A HUMAN BEING. 490000 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 2 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AZ X WARD HUSETH 6023861881 7205 N PIMA ROAD SCOTTSDALE AZ 85250 JAY HEILER DIRECTOR 3.00 0.00 X 101029 0 0 ALEX HERNANDEZ DIRECTOR 1.00 0.00 X 0 0 0 JAMES RAHN DIRECTOR 1.00 0.00 X 0 0 0 DR DANIEL SCOGGIN PRESIDENT/CEO 2.00 0.00 X X 192297 0 6848 WARD HUSETH CFO 1.00 0.00 X 188551 0 2430 481877 0 9278 3 0 1 0 0 1305000 1305000 MANAGEMENT SERVICE FEE 611710 862903 862903 862903 2167903 862903 0 0 490000 490000 1438804 1385195 53609 18844 17917 927 79154 69135 10019 96311 92160 4151 105992 93992 12000 7040 7040 1300 1300 7412 7412 10431 9737 694 6972 6472 500 38683 38683 87949 86635 1314 22322 22223 99 27458 27458 1193 1193 OTHER 512 512 SPECIAL EVENTS 395 395 DUES 155 80 75 2440927 490000 1867539 83388 411642 393342 937 912 5289 283350 2884 4276 280466 44156 493888 460986 1173922 2424 56790 1500000 2431594 1502424 2488384 X -1041438 -1314462 -1041438 -1314462 460986 1173922 -273024 0 X 0 0 0 X 10000 316925 1305000 1631925 10000 316925 1305000 1631925 17361 1614564 1631925 1170665 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 5967 2884 3083 277383 277383 280466 DUE FROM AFFILIATES 361007 DUE FROM RELATED PARTY 132881 493888 DUE TO AFFILIATES 2431594 2431594 1 GREAT HEARTS AMERICA - TEXAS 824 BROADWAY STREET SUITE 101 SAN ANTONIO TX 78205 431973126 3 490000 EDUCATIONAL GRANTS 1 0 PART I, LINE 2: GREAT HEARTS AMERICA GIVES GRANTS TO RELATED ORGANIZATIONS WHICH ALLOWS THE ORGANIZATION TO CLOSELY MONITOR USE OF GRANT FUNDS. 0 0 0 0 0 0 0 0 0 DR DANIEL SCOGGIN PRESIDENT/CEO 182522 0 9775 0 0 0 0 0 6848 0 199145 0 0 0 WARD HUSETH CFO 175861 0 12690 0 0 0 0 0 2430 0 190981 0 0 0 SCHEDULE J, PART I, QUESTION 3: GREAT HEARTS AMERICAS HAS A MANAGEMENT SERVICES AGREEMENT WITH GREAT HEARTS ACADEMIES, AN UNRELATED NON-PROFIT ORGANIZATION, TO PERFORM DAY-TO-DAY MANAGEMENT DUTIES. ALL OFFICERS AND DIRECTORS ARE COMPENSATED BY GREAT HEARTS ACADEMIES. FORM 990, PART VI, SECTION A, LINE 2 WARD HUSETH AS AN OFFICER OF GREAT HEARTS ACADEMIES HAS A BUSINESS RELATIONSHIP WITH JAY HEILER AND DANIEL SCOGGIN WHO ARE PAID EMPLOYEES OF GREAT HEARTS ACADEMIES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT AGREEMENT WITH GREAT HEARTS ACADEMIES TO PROVIDE MANAGEMENT SERVICES AND DAY-TO-DAY OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY AN EXTERNAL CPA FIRM AND IS REVIEWED INTERNALLY BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS AND ALL EMPLOYEES COMPLETE AND SIGN A CONFLICT OF INTEREST AGREEMENT. THESE AGREEMENTS ARE REVIEWED BY HUMAN RESOURCES AND ANY CONFLICTS ARE IDENTIFIED AND REPORTED TO THE AUDITORS AND THE BOARD TO MONITOR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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