FURP.ORG / PUBLIC DATA EXPLORER

ANTHEM PREPARATORY ACADEMY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ANTHEM PREPARATORY ACADEMY (EIN 27-0375682)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201641379349310089
Schema version
2014v6.0
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)
Return2016-05-16T17:21:50-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11850 N CENTRAL AVE SUITE 400AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP850044527ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270375682EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANTHEM PREPARATORY ACADEMYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANTHBusinessNameControlTxt
Phone4808999181PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13102 N 56TH ST STE 300AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARD HUSETHPersonNm
Person TitleCFOPersonTitleTxt
Phone4808999181PhoneNum
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA BLUNTPreparerPersonNm
PTINP00075126PTIN
Phone6022645844PhoneNum
Preparation2016-05-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerWARD HUSETHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13102 N 56TH ST STE 300AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,590,256GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ANTHEMPREP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTHE MISSION OF ANTHEM PREPARATORY ACADEMY ("ACADEMY") IS TO EDUCATE STUDENTS (CON'T SCH O)FOR THE LIFELONG PURSUIT OF TRUTH, GOODNESS, AND BEAUTY.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$533,441PYContributionsGrantsAmt
CY Contributions Grants$552,753CYContributionsGrantsAmt
PY Program Service Revenue$4,647,487PYProgramServiceRevenueAmt
CY Program Service Revenue$5,025,680CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$70,960PYOtherRevenueAmt
CY Other Revenue$11,823CYOtherRevenueAmt
PY Total Revenue$5,251,888PYTotalRevenueAmt
CY Total Revenue$5,590,256CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,035,905PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,205,385CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$51,571CYTotalFundraisingExpenseAmt
PY Other Expenses$2,037,239PYOtherExpensesAmt
CY Other Expenses$2,092,627CYOtherExpensesAmt
PY Total Expenses$5,073,144PYTotalExpensesAmt
CY Total Expenses$5,298,012CYTotalExpensesAmt
PY Revenues Less Expenses$178,744PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$292,244CYRevenuesLessExpensesAmt
Total Assets BOY$1,528,146TotalAssetsBOYAmt
Total Assets EOY$1,941,405TotalAssetsEOYAmt
Total Liabilities BOY$657,856TotalLiabilitiesBOYAmt
Total Liabilities EOY$778,871TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$870,290NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,162,534NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF ANTHEM PREPARATORY ACADEMY ("ACADEMY") IS TO EDUCATE STUDENTS FOR THE LIFELONG PURSUIT OF TRUTH, GOODNESS, AND BEAUTY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,917,176ExpenseAmt
Revenue$5,025,680RevenueAmt
DescTHE ACADEMY GRADUATE HAS A FOUNDATION IN THE LIBERAL ARTS OF GRAMMAR AND RHETORIC, LOGIC AND MATHEMATICS, HISTORY, NATURAL SCIENCE, AND PHILOSOPHY. THE GRADUATE HAS ALSO PRACTICED THE FINE ARTS OF MUSIC, POETRY, DRAWING AND PAINTING, AND DRAMA. THE ACADEMY GRADUATE IS READY TO LIVE A LIFETIME OF LEARNING TO THE FULLEST HUMAN POTENTIAL. TOTAL SCHOOL ENROLLMENT FOR FY 14-15 WAS 723.Desc
Total Program Service Expenses$3,917,176TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WARD HUSETHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6023861881PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerInd
DAVE BESKAR
DIRECTOR THROUGH 6/22/151.00Yes (X)$0$85,238$7,412
LANCE SHERWOOD
DIRECTOR1.00Yes (X)$0$0$0
LEA-ANN REIKES
DIRECTOR1.00Yes (X)$0$86,470$4,0042.00
DR MARK DISCHER
DIRECTOR1.00Yes (X)$0$73,365$11,135
ANDREW ELLISON
PRESIDENT1.00Yes (X)$0$126,307$2,2685.00Yes (X)
THERESA KRUEGER
VICE PRESIDENT1.00Yes (X)$0$65,155$4,152Yes (X)
WARD HUSETH
CFO0.50$0$188,551$044.50Yes (X)
ALLISON WESTERLIND
HEADMASTER40.00$0$64,408$0Yes (X)
TERESA CLARK
HEADMASTER40.00$0$61,863$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$751,357TotReportableCompRltdOrgAmt
Total Other Compensation$28,971TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREAT HEARTS ACADEMIESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13102 N 56TH ST STE 300AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85018ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT SERVICESServicesDesc
Compensation$397,820CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$66,916GovernmentGrantsAmt
All Other Contributions$485,837AllOtherContributionsAmt
Total Contributions$552,753TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATE EQUALIZATION611710$4,414,454$4,414,454
CO-CURRICULAR ACTIVITI611710$275,046$275,046
CLASSROOM SITE FUNDS611710$265,787$265,787
SCHOOL LUNCH PROGRAM611710$70,393$70,393
FieldValueIRS element (for citing)
Total Program Service Revenue$5,025,680TotalProgramServiceRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,605RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$5,605RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,605TotalRevenueColumnAmt
Exclusion$5,605ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$6,218GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,218TotalRevenueColumnAmt
Exclusion$6,218ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,590,256TotalRevenueColumnAmt
Related Or Exempt Func Income$5,025,680RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,823ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,587,572TotalAmt
Program Services$2,100,674ProgramServicesAmt
Management And General$464,827ManagementAndGeneralAmt
Fundraising$22,071FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,989TotalAmt
Program Services$12,519ProgramServicesAmt
Management And General$5,470ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$395,090TotalAmt
Program Services$344,174ProgramServicesAmt
Management And General$44,495ManagementAndGeneralAmt
Fundraising$6,421FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$204,734TotalAmt
Program Services$166,815ProgramServicesAmt
Management And General$37,919ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$397,820TotalAmt
Management And General$397,820ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,170TotalAmt
Management And General$17,170ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,600TotalAmt
Program Services$8,679ProgramServicesAmt
Management And General$1,921ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$112,673TotalAmt
Program Services$81,188ProgramServicesAmt
Management And General$31,485ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$100TotalAmt
Management And General$100ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$86,836TotalAmt
Program Services$51,939ProgramServicesAmt
Management And General$34,897ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,527TotalAmt
Program Services$4,746ProgramServicesAmt
Management And General$23,781ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$986,460TotalAmt
Program Services$781,498ProgramServicesAmt
Management And General$204,962ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,330TotalAmt
Management And General$1,330ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$20,077TotalAmt
Program Services$11,697ProgramServicesAmt
Management And General$8,380ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$130,027TotalAmt
Program Services$106,468ProgramServicesAmt
Management And General$23,559ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,596TotalAmt
Program Services$15,227ProgramServicesAmt
Management And General$3,369ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FIELD TRIP EXPENSE$72,707$46,759$2,869$23,079
SCHOOL LUNCH PROGRAM EX$65,629$65,629
CO-CURRICULAR ACTIVITIE$65,420$65,420
SUPPLIES$53,744$53,744

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,911TotalAmt
Management And General$24,911ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,298,012TotalAmt
Program Services$3,917,176ProgramServicesAmt
Management And General$1,329,265ManagementAndGeneralAmt
Fundraising$51,571FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$921,317BOYAmt
EOY$1,297,840EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,980BOYAmt
EOY$560EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$73,028BOYAmt
EOY$101,738EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$80,898BOYAmt
EOY$64,786EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$988,935LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$512,454LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$423,923BOYAmt
EOY$476,481EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,000BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,528,146BOYAmt
EOY$1,941,405EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$234,541BOYAmt
EOY$247,209EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$39,036BOYAmt
EOY$4,509EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$384,279BOYAmt
EOY$527,153EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$657,856BOYAmt
EOY$778,871EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$779,916BOYAmt
EOY$1,161,974EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$90,374BOYAmt
EOY$560EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$870,290BOYAmt
EOY$1,162,534EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,528,146BOYAmt
EOY$1,941,405EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$292,244ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$720,448OtherCostOrOtherBasisAmt
Depreciation$351,061DepreciationAmt
Book Value$369,387BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$268,487OtherCostOrOtherBasisAmt
Depreciation$161,393DepreciationAmt
Book Value$107,094BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$476,481TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED LEASE EXPENSE$365,860
DEPOSITS HELD FOR OTHERS$146,933
DUE TO RELATED PARTIES$14,360
FieldValueIRS element (for citing)
Total Liability$527,153TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$5,590,256TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$5,590,256RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,590,256TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,298,012TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,298,012ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,298,012TotalExpensesPerForm990Amt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, 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. 1975-2 C.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, PART I, 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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWARD HUSETHPersonNm
TitleCFOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$175,861CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$12,690BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$188,551TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V - ADDITIONAL INFORMATIONLINE 2A: ALL PAYROLL, PAYROLL TAXES AND BENEFIT PLANS ARE CENTRALIZED THROUGH ITS TAX-EXEMPT SOLE MEMBER, GREAT HEARTS ACADEMIES (EIN #20-2036133), WHICH ACTS AS THE COMMON PAYMASTER FOR ALL OF ITS SUBSIDIARY SCHOOLS. THEREFORE, GREAT HEARTS ACADEMIES FILES PAYROLL TAX RETURNS UNDER THEIR EMPLOYER TAX IDENTIFICATION NUMBER REPORTING ALL PAYROLL ACTIVITY ON BEHALF OF THE SCHOOL. PAYROLL RELATED EXPENSES REPORTED ON THIS RETURN REPRESENTS AN ALLOCATION OF SALARIES AND WAGES PAID BY THE ENTITY.
FORM 990, PART VI, SECTION A, LINE 2WARD HUSETH AS AN OFFICER OF GREAT HEARTS ACADEMIES HAS A BUSINESS RELATIONSHIP WITH ALLISON WESTERLIND, TERESA CLARK, ANDREW ELLISON, DAVE BESKAR, LEA-ANN REIKES, DR. MARK DISCHER, AND THERESA KRUEGER PAID EMPLOYEES OF GREAT HEARTS ACADEMIES.
FORM 990, PART VI, SECTION A, LINE 3THE ACADEMY HAS A MANAGEMENT AGREEMENT WITH GREAT HEARTS ACADEMIES TO PROVIDE MANAGEMENT SERVICES AND DAY-TO-DAY OVERSIGHT.
FORM 990, PART VI, SECTION A, 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, PART VI, SECTION A, LINE 7ATHE SCHOOL'S TAX-EXEMPT SOLE MEMBER APPOINTS THE SCHOOL'S DIRECTORS, FILLS VACANCIES ON THE BOARD, AND MAY REMOVE DIRECTORS.
FORM 990, PART VI, SECTION A, 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, PART VI, SECTION B, LINE 11THE 990 IS PREPARED BY AN EXTERNAL CPA FIRM AND IS REVIEWED INTERNALLY BY THE CFO.
FORM 990, PART VI, SECTION B, LINE 12CBOARD 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 19ALL BOARD MEETINGS ARE POSTED IN ADVANCE IN ACCORDANCE WITH ARIZONA OPEN MEETINGS 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 ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
CHANDLER PREPARATORY ACADEMY
1951 N ALMA SCHOOL RDCHANDLERAZ85224202075176EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
GLENDALE PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018208760987EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARETE PREPARATORY ACADEMY
4525 E BASELINE RDGILBERTAZ85234205332933EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
TELEOS PREPARATORY ACADEMY
1401 E JEFFERSON STPHOENIXAZ85034262700807EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
VERITAS PREPARATORY ACADEMY
2131 E LINCOLN DRPHOENIXAZ85016050527441EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
SCOTTSDALE PREPARATORY ACADEMY
16537 N 92ND STSCOTTSDALEAZ85260208778703EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
TRIVIUM PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273289295EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY VERITAS
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273364820EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY TRIVIUM
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273364743EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY SCOTTSDALE
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273364842EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY NORTH PHOENIX
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273364871EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
NORTH PHOENIX PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273322474EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY CHANDLER
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273723907EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
MARYVALE PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273289377EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY GLENDALE
3102 N 56TH STREET SUITE 300PHOENIXAZ85018461014697EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY CICERO
7205 N PIMA RD STE ASCOTTSDALEAZ85250464065855EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY ARETE
4525 E BASELINE RDGILBERTAZ85234464061128EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
CICERO PREPARATORY ACADEMY
7205 N PIMA RD STE ASCOTTSDALEAZ85250464096974EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY LINCOLN
3102 N 56TH STREET SUITE 300PHOENIXAZ85018471706688EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
ARCHWAY CLASSICAL ACADEMY TRIVIUM EAST
3102 N 56TH STREET SUITE 300PHOENIXAZ85018471762959EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
LINCOLN PREP ACADEMY (990-EZ)
3102 N 56TH STREET SUITE 300PHOENIXAZ85018471674469EDUCATIONAZ501(C)(3)LINE 2GREAT HEARTS ACADEMIES0
GREAT HEARTS ACADEMIES
3102 N 56TH STREET SUITE 300PHOENIXAZ85018202036133EDUCATIONAZ501(C)(3)LINE 70N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd