2015-05-15T15:24:22-05:00 2014-06-30 860494040 FESTER & CHAPMAN PC 4001 N 3RD ST STE 275 PHOENIX AZ 850122086 990 2013-07-01 273289295 TRIVIUM PREPARATORY ACADEMY TRIV 4808999181 925 N SARIVAL AVE GOODYEAR AZ 85338 WARD HUSETH CHIEF FINANCIAL OFFICER 4808999181 2015-05-08 true RACHEL R LOCKE CPA P00450405 6022643077 2015-05-15 2013 2016-02-25 16:41:14Z WARD HUSETH CFO 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 1968270 false X WWW.TRIVIUMPREP.ORG X 2010 AZ THE 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. 7 0 0 25 0 534595 183887 1088850 1743469 0 5150 40914 1628595 1968270 0 0 630426 1034701 0 10740 616618 844107 1247044 1878808 381551 89462 877709 1038808 123233 194870 754476 843938 X THE 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. false false 1388520 THE 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. 1388520 true true false false false false false false false false true false false false true true true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false false true X 6 0 0 false false false false false false false false false false false false X 7 0 false false false false false true true true true false false true true true true true true true true false AZ X GREAT HEART ACADEMIES 6024387045 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 BRYAN SMITH DIRECTOR 1.00 1.00 X 0 0 0 ANDREW ELLISON DIRECTOR 1.00 1.00 X 0 0 0 KIANN MAPES DIRECTOR 1.00 1.00 X 0 0 0 JERILYN OLSON DIRECTOR 1.00 1.00 X 0 0 0 KEVIN TOPPER DIRECTOR 1.00 1.00 X 0 0 0 DIANE BISHOP DIRECTOR 1.00 1.00 X 0 0 0 ERIK TWIST DIRECTOR 1.00 1.00 X 0 0 0 DAVE BESKAR HEADMASTER 40.00 0.00 X 0 28213 2090 28213 2090 false false false 15038 168849 183887 STATE EQUALIZATION 611710 1559182 1559182 CLASSROOM SITE FUNDS 611710 105255 105255 CO-CURRICULAR ACTIVITIES 611710 79032 79032 1743469 OTHER 611710 40914 40914 40914 1968270 1784383 30302 30302 813322 677785 135537 1032 1032 122937 112136 10801 67108 53325 13783 133155 133155 10200 8124 2076 5549 2545 3004 6491 4859 1632 8591 435 8156 273900 218165 55735 76315 60786 15529 5582 4446 1136 SUPPLIES AND INTSR AIDS 166666 154487 12179 CO-CURRICULAR ACTIVITIES 71729 71511 218 OTHER 52740 14084 38656 REPAIRS AND MAINTENANCE 22449 4800 17649 10740 10740 1878808 1388520 479548 10740 394262 750347 16316 4247 134288 28151 374277 142913 297678 231364 35165 24699 877709 1038808 56423 86827 6880 23303 59930 84740 123233 194870 X 754476 843938 754476 843938 877709 1038808 89462 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39999 21010 18989 334278 121903 212375 231364 DEPOSITS HELD FOR OTHERS 46260 DEFERRED RENT 37440 DUE TO RELATED PARTY 1040 84740 X 1968270 1968270 1968270 1878808 1878808 1878808 SCHEDULE D, PAGE 3, PART X THE 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. true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 THE 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 6 THE SCHOOL RECEIVES MONTHLY AID PAYMENTS FROM THE STATE OF ARIZONA BASED ON THE NUMBER OF STUDENTS ENROLLED AND ATTENDING THE SCHOOL. THESE FUNDS ARE USED IN ACCORDANCE WITH THE REQUIREMENTS SET FORTH BY THE STATE OF ARIZONA. IN ADDITION, GOVERNMENT GRANTS ARE ALSO RECEIVED BY THE SCHOOL. FORM 990 - ORGANIZATION'S MISSION THE 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 6 THE VOLUNTEERS HELP IN CLASSROOMS AND SUPPORT TEACHERS AND STUDENTS. FORM 990, PART V LINE 2A: ALL PAYROLL, PAYROLL TAXES AND BENEFIT PLANS ARE CENTRALIZED THROUGH 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 CERTAIN FUNCTIONS OF MULTIPLE SCHOOLS IN THE GREAT HEARTS NETWORK ARE ALSO PROVIDED TO THE SCHOOL BY GREAT HEARTS ACADEMIES, THE SCHOOL'S TAX EXEMPT SOLE MEMBER. FORM 990, PAGE 6, PART VI, LINE 7A THE SCHOOL'S TAX-EXEMPT SOLE MEMBER APPOINTS THE SCHOOL'S DIRECTORS, FILLS VACANCIES ON THE BOARD, AND MAY REMOVE DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B THE SCHOOL'S TAX-EXEMPT SOLE MEMBER RETAINS APPROVAL RIGHTS OVER KEY DECISIONS SUCH AS CHANGES TO THE SCHOOL'S BYLAWS, ARTICLES OF INCORPORATION, EDUCATIONAL PHILOSOPHY, AND SIGNIFICANT FINANCIAL EXPENDITURES (IN EXCESS OF 50,000). FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS PREPARED BY AN EXTERNAL CPA FIRM AND REVIEWED INTERNALLY BY THE CFO. AFTER COMPLETING THE CFO REVIEW, THE RETURN IS FINALIZED AND THEN REVIEWED BY THE GREAT HEARTS AUDIT COMMITTEE PRIOR TO BEING SIGNED BY THE CFO. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS, OFFICERS AND ALL EMPLOYEES COMPLETE AND SIGN A CONFLICT OF INTEREST AGREEMENT. THESE AGREEMENTS ARE REVIEWED BY HUMAN RESOURCES AND ANY CONFLICTS ARE IDENTIFIED AND REPORTED TO THE AUDITORS AND THE BOARD TO MONITOR. FORM 990, PAGE 6, PART VI, LINE 15A SUBJECT TO THE SCHOOL'S CONFLICT OF INTEREST POLICY, THE SCHOOL'S TAX- EXEMPT SOLE MEMBER AND THE SCHOOL'S BOARD APPROVE THE COMPENSATION OF KEY STAFF SUCH AS HEADMASTER AND ASSISTANT HEADMASTER. FORM 990, PAGE 6, PART VI, LINE 15B EMPLOYEES AND FACULTY ARE DETERMINED BASED ON AN ORGANIZATION WIDE SALARY RANGE TABLE WHICH FACTORS IN EDUCATION AND EXPERIENCE. FORM 990, PAGE 6, PART VI, LINE 19 ALL BOARD MEETINGS ARE POSTED IN ADVANCE IN ACCORDANCE WITH ARIZONA OPEN MEETING LAWS. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BOTH AT THE MEETINGS OR FOLLOWING THE MEETING AND UPON REQUEST. GREAT HEARTS ACADEMIES 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 202036133 EDUCATION AZ 3 7 N/A false ARCHWAY CLASSICAL ACADEMY CHANDLER 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 273723907 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true ARCHWAY CLASSICAL ACADEMY SCOTTSDAL 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 273364842 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true ARCHWAY CLASSICAL ACADEMY TRIVIUM 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 273364743 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true ARCHWAY CLASSICAL ACADEMY VERITAS 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 273364820 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true ANTHEM PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 270375682 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true CHANDLER PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 202075176 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true GLENDALE PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 208760987 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true ARETE PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 205332933 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true SCOTTSDALE PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 208778703 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true TELEOS PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 262700807 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true VERITAS PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 050527441 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true ARCHWAY CLASSICAL ACADEMY NORTH PHOENIX 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 273364871 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true NORTH PHOENIX PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 273322474 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true MARYVALE PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 273289377 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true ARCHWAY CLASSICAL ACADEMY GLENDALE 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 461014697 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true ARCHWAY CLASSICAL ACADEMY ARETE 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 464061128 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true ARCHWAY CLASSICAL ACADEMY CICERO 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85018 464065855 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true CICERO PREPARATORY ACADEMY 3102 N 56TH STREET SUITE 300 PHOENIX AZ 85281 464096974 EDUCATION AZ 3 2 GREAT HEARTS ACADEMIES true false false false false false false false false false false false false false false true true true false false GREAT HEARTS ACADEMIES O 1041486 FMV GREAT HEARTS ACADEMIES P 133155 FMV GREAT HEARTS ACADEMIES P 1040 FMV ARCHWAY CLASSICAL ACADEMY TRIVIUM Q 364 FMV