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Nonprofiteer
← GREAT HEARTS AMERICA-TEXAS

Form 990 for tax year 2023

Filed by GREAT HEARTS AMERICA-TEXAS.

Totals

Total revenue
$137,420,652
Total expenses
$139,426,285
Contributions and grants received
$129,829,412
Grants paid
$0
Program service revenue
$5,620,582
Investment income
$1,760,579
Other revenue
$210,079
Total assets, end of year
$354,513,011
Total liabilities, end of year
$321,672,857
Net assets or fund balances, end of year
$32,840,154
Program services expenses (Part IX)
$128,512,494
Management and general expenses
$9,694,725
Fundraising expenses
$1,219,066
Program service expenses (Part III)
$128,512,494

Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Jim Rahn

    Chair (as of 3/24)

    Total calculated
    $0
    Hours/week
    1

  • Shannon Sedgwick Davis

    Chair (thru 3/24)

    Total calculated
    $0
    Hours/week
    1

  • Mike Burke

    Vice Chair (thru 3/24)

    Total calculated
    $0
    Hours/week
    1

  • Jackie Moczygemba

    Vice Chair (as of 3/24)

    Total calculated
    $0
    Hours/week
    1

  • Kim Tanner

    Secretary (thru 3/24)

    Total calculated
    $0
    Hours/week
    1

  • Brandon Byrne

    Secretary (as of 3/24)

    Total calculated
    $0
    Hours/week
    1

  • Olecia Christie

    Director

    Total calculated
    $0
    Hours/week
    1

  • Wade Dyke

    Director (thru 3/24)

    Total calculated
    $371,997
    From this org
    $0
    From related orgs
    $337,370
    Other
    $34,627
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,370 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,734 related
    Nontaxable benefits
    $0 + $20,893 related
    Filer's total
    $0 + $371,997 related

  • Kevin Hall

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Sanford

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mandi Cannon

    Exec. Director - North TX, Lakeside

    Total calculated
    $172,270
    From this org
    $138,942
    From related orgs
    $0
    Other
    $33,328
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,942
    Bonus
    $0
    Other
    $0
    Deferred
    $11,712
    Nontaxable benefits
    $21,616
    Filer's total
    $172,270

  • Brendan Miniter

    Chief Advisor to the Board

    Total calculated
    $362,290
    From this org
    $335,200
    From related orgs
    $0
    Other
    $27,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $335,200
    Bonus
    $0
    Other
    $0
    Deferred
    $27,090
    Nontaxable benefits
    $0
    Filer's total
    $362,290

  • Kurtis Indorf

    Interim Superintendent

    Total calculated
    $207,835
    From this org
    $14,173
    From related orgs
    $162,203
    Other
    $31,459
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $14,173 + $162,203 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,169 + $15,453 related
    Nontaxable benefits
    $0 + $14,837 related
    Filer's total
    $15,342 + $192,493 related

  • Kevin Byrne

    VP Finance

    Total calculated
    $228,216
    From this org
    $204,580
    From related orgs
    $0
    Other
    $23,636
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,580
    Bonus
    $0
    Other
    $0
    Deferred
    $16,651
    Nontaxable benefits
    $6,985
    Filer's total
    $228,216

  • Marissa Lopez

    VP Strategic Planning

    Total calculated
    $171,208
    From this org
    $146,197
    From related orgs
    $0
    Other
    $25,011
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,197
    Bonus
    $0
    Other
    $0
    Deferred
    $12,071
    Nontaxable benefits
    $12,940
    Filer's total
    $171,208

  • Andrew Ellison

    Director of Academics

    Total calculated
    $89,847
    From this org
    $81,942
    From related orgs
    $0
    Other
    $7,905
    Hours/week
    40

  • William Rutherford

    Exec. Director - San Antonio

    Total calculated
    $169,270
    From this org
    $136,180
    From related orgs
    $0
    Other
    $33,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,180
    Bonus
    $0
    Other
    $0
    Deferred
    $11,474
    Nontaxable benefits
    $21,616
    Filer's total
    $169,270

  • Lisa Zerbonia

    VP Operations

    Total calculated
    $155,391
    From this org
    $137,175
    From related orgs
    $0
    Other
    $18,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,175
    Bonus
    $0
    Other
    $0
    Deferred
    $11,231
    Nontaxable benefits
    $6,985
    Filer's total
    $155,391

  • Margaret M Lessner

    Exec. Director Special Student Serv.

    Total calculated
    $158,522
    From this org
    $134,118
    From related orgs
    $0
    Other
    $24,404
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,118
    Bonus
    $0
    Other
    $0
    Deferred
    $11,087
    Nontaxable benefits
    $13,317
    Filer's total
    $158,522

  • Charlene Stark

    VP of Strategic Relationships

    Total calculated
    $163,788
    From this org
    $144,968
    From related orgs
    $0
    Other
    $18,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,968
    Bonus
    $0
    Other
    $0
    Deferred
    $11,835
    Nontaxable benefits
    $6,985
    Filer's total
    $163,788

  • Trinette Keffer

    Headmaster - San Antonio

    Total calculated
    $138,566
    From this org
    $115,530
    From related orgs
    $0
    Other
    $23,036
    Hours/week
    40

  • Hector Santiago

    Director of Finance

    Total calculated
    $131,739
    From this org
    $115,981
    From related orgs
    $0
    Other
    $15,758
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349307111

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