TRIVIUM PREPARATORY ACADEMY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
TRIVIUM PREPARATORY ACADEMY (EIN 27-3289295)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-15
IRS object ID
201501359349309250
Schema version
2013v4.0
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)
Return2015-05-15T15:24:22-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860494040PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FESTER & CHAPMAN PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14001 N 3RD ST STE 275AddressLine1
CityPHOENIXCity
StateAZState
ZIP Code850122086ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273289295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRIVIUM PREPARATORY ACADEMYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlTRIVBusinessNameControlTxt
Phone4808999181PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1925 N SARIVAL AVEAddressLine1
CityGOODYEARCity
StateAZState
ZIP Code85338ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARD HUSETHPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone4808999181PhoneNum
Signature2015-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRACHEL R LOCKE CPAPreparerPersonNm
PTINP00450405PTIN
Phone6022643077PhoneNum
Preparation2015-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWARD HUSETH CFOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13102 N 56TH STREET SUITE 300AddressLine1
CityPHOENIXCity
StateAZState
ZIP Code85018ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,968,270GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TRIVIUMPREP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTHE MISSION OF TRIVIUM PREPARATORY ACADEMY IS TO ENABLE STUDENTS IN GRADES SIX THROUGH TEN TO ACQUIRE CRITICAL REASONING AND COMMUNICATION SKILLS AND TO EXPLORE THE CULTURAL AND SCIENTIFIC ACHIEVEMENTS THAT ARE AT THE HEART OF THE LIBERAL ARTS. IN ADDITION, PROVIDING AN ENVIRONMENT THAT ALLOWS EVERY STUDENT WHO IS CURIOUS AND DILIGENT THE OPPORTUNITY TO ACHIEVE ACADEMICALLY.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$534,595PYContributionsGrantsAmt
CY Contributions Grants$183,887CYContributionsGrantsAmt
PY Program Service Revenue$1,088,850PYProgramServiceRevenueAmt
CY Program Service Revenue$1,743,469CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$5,150PYOtherRevenueAmt
CY Other Revenue$40,914CYOtherRevenueAmt
PY Total Revenue$1,628,595PYTotalRevenueAmt
CY Total Revenue$1,968,270CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$630,426PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,034,701CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,740CYTotalFundraisingExpenseAmt
PY Other Expenses$616,618PYOtherExpensesAmt
CY Other Expenses$844,107CYOtherExpensesAmt
PY Total Expenses$1,247,044PYTotalExpensesAmt
CY Total Expenses$1,878,808CYTotalExpensesAmt
PY Revenues Less Expenses$381,551PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$89,462CYRevenuesLessExpensesAmt
Total Assets BOY$877,709TotalAssetsBOYAmt
Total Assets EOY$1,038,808TotalAssetsEOYAmt
Total Liabilities BOY$123,233TotalLiabilitiesBOYAmt
Total Liabilities EOY$194,870TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$754,476NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$843,938NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF TRIVIUM PREPARATORY ACADEMY IS TO ENABLE STUDENTS IN GRADES SIX THROUGH TEN TO ACQUIRE CRITICAL REASONING AND COMMUNICATION SKILLS AND TO EXPLORE THE CULTURAL AND SCIENTIFIC ACHIEVEMENTS THAT ARE AT THE HEART OF THE LIBERAL ARTS. IN ADDITION, PROVIDING AN ENVIRONMENT THAT ALLOWS EVERY STUDENT WHO IS CURIOUS AND DILIGENT THE OPPORTUNITY TO ACHIEVE ACADEMICALLY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,388,520ExpenseAmt
DescTHE MISSION OF TRIVIUM PREPARATORY ACADEMY IS TO ENABLE STUDENTS IN GRADES SIX THROUGH TEN TO ACQUIRE CRITICAL REASONING AND COMMUNICATION SKILLS AND TO EXPLORE THE CULTURAL AND SCIENTIFIC ACHIEVEMENTS THAT ARE AT THE HEART OF THE LIBERAL ARTS. IN ADDITION, PROVIDING AN ENVIRONMENT THAT ALLOWS EVERY STUDENT WHO IS CURIOUS AND DILIGENT THE OPPORTUNITY TO ACHIEVE ACADEMICALLY.Desc
Total Program Service Expenses$1,388,520TotalProgramServiceExpensesAmt
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 FootnoteYes (true)IncludeFIN48FootnoteInd
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 Document6IRPDocumentCnt
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
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
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)
PersonGREAT HEART ACADEMIESPersonNm
Phone6024387045PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13102 N 56TH STREET SUITE 300AddressLine1
CityPHOENIXCity
StateAZState
ZIP Code85018ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BRYAN SMITH
DIRECTOR1.001.00Yes (X)$0$0$0
ANDREW ELLISON
DIRECTOR1.001.00Yes (X)$0$0$0
KIANN MAPES
DIRECTOR1.001.00Yes (X)$0$0$0
JERILYN OLSON
DIRECTOR1.001.00Yes (X)$0$0$0
KEVIN TOPPER
DIRECTOR1.001.00Yes (X)$0$0$0
DIANE BISHOP
DIRECTOR1.001.00Yes (X)$0$0$0
ERIK TWIST
DIRECTOR1.001.00Yes (X)$0$0$0
DAVE BESKAR
HEADMASTER40.000.00$0$28,213$2,090Yes (X)
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$28,213TotReportableCompRltdOrgAmt
Total Other Compensation$2,090TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$15,038GovernmentGrantsAmt
All Other Contributions$168,849AllOtherContributionsAmt
Total Contributions$183,887TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATE EQUALIZATION611710$1,559,182$1,559,182
CLASSROOM SITE FUNDS611710$105,255$105,255
CO-CURRICULAR ACTIVITIES611710$79,032$79,032
FieldValueIRS element (for citing)
Total Program Service Revenue$1,743,469TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business611710BusinessCd
Total Revenue Column$40,914TotalRevenueColumnAmt
Related Or Exempt Func Income$40,914RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$40,914OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,968,270TotalRevenueColumnAmt
Related Or Exempt Func Income$1,784,383RelatedOrExemptFuncIncomeAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$30,302TotalAmt
Management And General$30,302ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$813,322TotalAmt
Program Services$677,785ProgramServicesAmt
Management And General$135,537ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,032TotalAmt
Program Services$1,032ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$122,937TotalAmt
Program Services$112,136ProgramServicesAmt
Management And General$10,801ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$67,108TotalAmt
Program Services$53,325ProgramServicesAmt
Management And General$13,783ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$133,155TotalAmt
Management And General$133,155ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,200TotalAmt
Program Services$8,124ProgramServicesAmt
Management And General$2,076ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,549TotalAmt
Program Services$2,545ProgramServicesAmt
Management And General$3,004ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,491TotalAmt
Program Services$4,859ProgramServicesAmt
Management And General$1,632ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,591TotalAmt
Program Services$435ProgramServicesAmt
Management And General$8,156ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$273,900TotalAmt
Program Services$218,165ProgramServicesAmt
Management And General$55,735ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$76,315TotalAmt
Program Services$60,786ProgramServicesAmt
Management And General$15,529ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,582TotalAmt
Program Services$4,446ProgramServicesAmt
Management And General$1,136ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES AND INTSR AIDS$166,666$154,487$12,179
CO-CURRICULAR ACTIVITIES$71,729$71,511$218
OTHER$52,740$14,084$38,656
REPAIRS AND MAINTENANCE$22,449$4,800$17,649

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,740TotalAmt
Fundraising$10,740FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,878,808TotalAmt
Program Services$1,388,520ProgramServicesAmt
Management And General$479,548ManagementAndGeneralAmt
Fundraising$10,740FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$394,262BOYAmt
EOY$750,347EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,316BOYAmt
EOY$4,247EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$134,288BOYAmt
EOY$28,151EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$374,277LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$142,913LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$297,678BOYAmt
EOY$231,364EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$35,165BOYAmt
EOY$24,699EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$877,709BOYAmt
EOY$1,038,808EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$56,423BOYAmt
EOY$86,827EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,880BOYAmt
EOY$23,303EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$59,930BOYAmt
EOY$84,740EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$123,233BOYAmt
EOY$194,870EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$754,476BOYAmt
EOY$843,938EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$754,476BOYAmt
EOY$843,938EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$877,709BOYAmt
EOY$1,038,808EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$89,462ReconcilationRevenueExpnssAmt
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$39,999OtherCostOrOtherBasisAmt
Depreciation$21,010DepreciationAmt
Book Value$18,989BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$334,278OtherCostOrOtherBasisAmt
Depreciation$121,903DepreciationAmt
Book Value$212,375BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$231,364TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEPOSITS HELD FOR OTHERS$46,260
DEFERRED RENT$37,440
DUE TO RELATED PARTY$1,040
FieldValueIRS element (for citing)
Total Liability$84,740TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,968,270TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$1,968,270RevenueSubtotalAmt
Total Revenue Per Form990$1,968,270TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,878,808TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,878,808ExpensesSubtotalAmt
Total Expenses Per Form990$1,878,808TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. THE ORGANIZATION'S FORMS 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED, AND THE RELATED STATE OF ARIZONA FORMS 99 WILL GENERALLY BE SUBJECT TO EXAMINATION FOR FOUR YEARS FROM THE LATER OF THE DUE DATE OR THE FILE DATE OF THE TAX RETURN.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
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 GREAT HEART ACADEMIES ARE NOT-FOR-PROFIT, NON-SECTARIAN, PUBLIC CHARTER SCHOOLS, AND DO NOT DISCRIMINATE IN ANY OF ITS PRACTICES ON THE BASIS OF GENDER, RACE, RELIGION, NATIONAL ORIGIN OR DISABILITY.
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 (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE MISSION OF TRIVIUM PREPARATORY ACADEMY IS TO ENABLE STUDENTS IN GRADES SIX THROUGH TEN TO ACQUIRE CRITICAL REASONING AND COMMUNICATION SKILLS AND TO EXPLORE THE CULTURAL AND SCIENTIFIC ACHIEVEMENTS THAT ARE AT THE HEART OF THE LIBERAL ARTS. IN ADDITION, PROVIDING AN ENVIRONMENT THAT ALLOWS EVERY STUDENT WHO IS CURIOUS AND DILIGENT THE OPPORTUNITY TO ACHIEVE ACADEMICALLY.
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 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 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 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 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 RESOURCES 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 AN ORGANIZATION WIDE SALARY RANGE TABLE WHICH FACTORS IN EDUCATION AND EXPERIENCE.
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 (19 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Business Name Line2DirectControllingEntityName/BusinessNameLine2Business Name Line2DisregardedEntityName/BusinessNameLine2
GREAT HEARTS ACADEMIES
3102 N 56TH STREET SUITE 300PHOENIXAZ85018202036133EDUCATIONAZ37N/Afalse
ARCHWAY CLASSICAL ACADEMY CHANDLER
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273723907EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
ARCHWAY CLASSICAL ACADEMY SCOTTSDAL
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273364842EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
ARCHWAY CLASSICAL ACADEMY TRIVIUM
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273364743EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
ARCHWAY CLASSICAL ACADEMY VERITAS
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273364820EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
ANTHEM PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018270375682EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
CHANDLER PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018202075176EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
GLENDALE PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018208760987EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
ARETE PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018205332933EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
SCOTTSDALE PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018208778703EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
TELEOS PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018262700807EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
VERITAS PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018050527441EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
ARCHWAY CLASSICAL ACADEMY NORTH
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273364871EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIESPHOENIX
NORTH PHOENIX PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273322474EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
MARYVALE PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85018273289377EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
ARCHWAY CLASSICAL ACADEMY GLENDALE
3102 N 56TH STREET SUITE 300PHOENIXAZ85018461014697EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
ARCHWAY CLASSICAL ACADEMY ARETE
3102 N 56TH STREET SUITE 300PHOENIXAZ85018464061128EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
ARCHWAY CLASSICAL ACADEMY CICERO
3102 N 56TH STREET SUITE 300PHOENIXAZ85018464065855EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
CICERO PREPARATORY ACADEMY
3102 N 56TH STREET SUITE 300PHOENIXAZ85281464096974EDUCATIONAZ32Yes (true)GREATHEARTS ACADEMIES
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 OrgfalseRentalOfFcltsFromOthOrgInd
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 OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GREAT HEARTS ACADEMIES
O$1,041,486FMV
GREAT HEARTS ACADEMIES
P$133,155FMV
GREAT HEARTS ACADEMIES
P$1,040FMV
ARCHWAY CLASSICAL ACADEMY TRIVIUM
Q$364FMV

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