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Nonprofiteer
← GREAT HEARTS AMERICA

Form 990 for tax year 2024

Filed by GREAT HEARTS AMERICA.

Totals

Total revenue
$18,511,969
Total expenses
$22,759,092
Contributions and grants received
$3,832,682
Grants paid
$21,878
Program service revenue
$14,383,089
Investment income
$249,216
Other revenue
$46,982
Total assets, end of year
$11,374,549
Total liabilities, end of year
$11,562,698
Net assets or fund balances, end of year
-$188,149
Program services expenses (Part IX)
$19,061,679
Management and general expenses
$3,069,349
Fundraising expenses
$628,064
Program service expenses (Part III)
$19,061,679

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $2,635,000

  • 1f · All other contributions, gifts and grants

    $1,197,682

  • 2a · Program service revenue: MANAGEMENT SERVICES FEE

    total $6,720,322 · related or exempt $6,720,322

  • 2b · Program service revenue: OTHER SERVICE FEES

    total $4,067,523 · related or exempt $4,067,523

  • 2c · Program service revenue: CO-CURRICULAR ACTIVITIES

    total $3,595,244 · related or exempt $3,595,244

  • 3 · Investment income

    total $249,216 · excluded $249,216

  • 11a · Other revenue: OTHER

    total $46,982 · related or exempt $46,982

  • 11e · Other revenue, total

    $46,982

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $21,878 · program services $21,878

  • 5 · Compensation of officers, directors and key employees

    total $1,587,770 · program services $1,343,928 · management and general $188,865 · fundraising $54,977

  • 7 · Other salaries and wages

    total $10,077,465 · program services $8,529,800 · management and general $1,198,723 · fundraising $348,942

  • 8 · Pension plan contributions

    total $123,815 · program services $104,434 · management and general $14,447 · fundraising $4,934

  • 9 · Other employee benefits

    total $1,182,235 · program services $989,908 · management and general $133,012 · fundraising $59,315

  • 10 · Payroll taxes

    total $884,480 · program services $749,656 · management and general $104,369 · fundraising $30,455

  • 11b · Fees: legal

    total $111,674 · program services $97,085 · management and general $14,589

  • 11c · Fees: accounting

    total $10,800 · program services $9,389 · management and general $1,411

  • 11g · Fees: other

    total $1,147,997 · program services $917,188 · management and general $140,463 · fundraising $90,346

  • 12 · Advertising and promotion

    total $468,696 · program services $406,370 · management and general $62,326

  • 13 · Office expenses

    total $152,439 · program services $135,570 · management and general $14,883 · fundraising $1,986

  • 14 · Information technology

    total $514,560 · program services $432,825 · management and general $73,962 · fundraising $7,773

  • 16 · Occupancy

    total $244,481 · program services $201,183 · management and general $43,298

  • 17 · Travel

    total $268,071 · program services $227,792 · management and general $33,548 · fundraising $6,731

  • 22 · Depreciation, depletion and amortization

    total $157,539 · program services $135,229 · management and general $22,310

  • 24a · Other expenses: LOSS ON REL PARTY RECEIVA

    total $4,360,336 · program services $3,790,690 · management and general $569,646

  • 24b · Other expenses: MISCELLANEOUS

    total $1,321,507 · program services $872,469 · management and general $437,629 · fundraising $11,409

  • 24c · Other expenses: PROFESSIONAL DEVELOPMENT

    total $75,352 · program services $64,690 · management and general $10,662

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $32,161 · program services $26,955 · management and general $5,206

  • 24e · All other expenses

    total $15,836 · program services $4,640 · fundraising $11,196

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,069,278 · end of year $5,705,912

  • 9 · Prepaid expenses and deferred charges

    beginning of year $299,380 · end of year $552,639

  • 10a · Land, buildings and equipment: cost or other basis

    $383,527

  • 10b · Land, buildings and equipment: accumulated depreciation

    $256,738

  • 10c · Land, buildings and equipment, net

    beginning of year $494,094 · end of year $126,789

  • 11 · Investments: publicly traded securities

    beginning of year $2,149,751 · end of year $2,232,800

  • 15 · Other assets

    beginning of year $7,039,323 · end of year $2,756,409

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,907,238 · end of year $8,919,366

  • 19 · Deferred revenue

    beginning of year $1,086,687 · end of year $60,502

  • 25 · Other liabilities

    end of year $2,582,830

  • 27 · Net assets without donor restrictions

    beginning of year $4,057,901 · end of year -$188,149

Mission and programs · 2024

Mission

GREAT HEARTS IS A NON-PROFIT NETWORK OF PUBLIC CHARTER SCHOOLS DEDICATED TO IMPROVING EDUCATION NATIONWIDE THROUGH CLASSICAL PREPARATORY K-12 ACADEMIES. A GREAT HEARTS EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. WITH A CURRICULUM BUILT UPON A CLASSICAL LIBERAL ARTS TRADITION AND A REVOLUTIONARY APPROACH TO SCHOOL ITSELF, GREAT HEARTS CULTIVATES THE HEARTS AND MINDS OF STUDENTS IN THE PURSUIT OF TRUTH, GOODNESS AND BEAUTY.

  • GREAT HEARTS IS A NON-PROFIT NETWORK OF PUBLIC CHARTER SCHOOLS DEDICATED TO IMPROVING EDUCATION NATIONWIDE THROUGH CLASSICAL PREPARATORY K-12 ACADEMIES. A GREAT HEARTS EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. WITH A CURRICULUM BUILT UPON A CLASSICAL LIBERAL ARTS TRADITION AND A REVOLUTIONARY APPROACH TO SCHOOL ITSELF, GREAT HEARTS CULTIVATES THE HEARTS AND MINDS OF STUDENTS IN THE PURSUIT OF TRUTH, GOODNESS AND BEAUTY.

    Expenses $19,061,679 · Grants $21,878 · Revenue $14,383,089

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Daniel Scoggin

    CHIEF ACADEM

    Total calculated
    $382,530
    From this org
    $356,648
    From related orgs
    $0
    Other
    $25,882
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $356,448
    Bonus
    $200
    Other
    not reported
    Deferred
    $7,133
    Nontaxable benefits
    $18,749
    Filer's total
    $382,530

  • Jay Heiler

    CEO

    Total calculated
    $456,750
    From this org
    $433,700
    From related orgs
    $0
    Other
    $23,050
    Hours/week
    40 + 6 related

    Schedule J breakdown matched by us

    Base
    $433,500
    Bonus
    $200
    Other
    not reported
    Deferred
    $4,337
    Nontaxable benefits
    $18,713
    Filer's total
    $456,750

  • Ron Zoromski

    PRIOR CFO

    Total calculated
    $168,367
    From this org
    $156,770
    From related orgs
    $0
    Other
    $11,597
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,452
    Bonus
    $27,318
    Other
    not reported
    Deferred
    $3,135
    Nontaxable benefits
    $8,462
    Filer's total
    $168,367

  • Matthew Bushard

    CFO

    Total calculated
    $190,377
    From this org
    $178,085
    From related orgs
    $0
    Other
    $12,292
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $177,885
    Bonus
    $200
    Other
    not reported
    Deferred
    $3,273
    Nontaxable benefits
    $9,019
    Filer's total
    $190,377

  • Jarold Tawney

    CHIEF ACADEM

    Total calculated
    $197,175
    From this org
    $177,068
    From related orgs
    $0
    Other
    $20,107
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,868
    Bonus
    $200
    Other
    not reported
    Deferred
    $3,541
    Nontaxable benefits
    $16,566
    Filer's total
    $197,175

  • Jerilyn Olson

    CHIEF PEOPLE

    Total calculated
    $192,570
    From this org
    $177,068
    From related orgs
    $0
    Other
    $15,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,868
    Bonus
    $200
    Other
    not reported
    Deferred
    $3,541
    Nontaxable benefits
    $11,961
    Filer's total
    $192,570

  • Kurt Davis

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Steve Wheeler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Megan Beus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Douglas Cummings

    SR VP OF BUS

    Total calculated
    $211,237
    From this org
    $194,000
    From related orgs
    $0
    Other
    $17,237
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,800
    Bonus
    $200
    Other
    not reported
    Deferred
    $3,880
    Nontaxable benefits
    $13,357
    Filer's total
    $211,237

  • Roger Lamarca

    SR VP OF BUS

    Total calculated
    $202,205
    From this org
    $181,770
    From related orgs
    $0
    Other
    $20,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,570
    Bonus
    $10,200
    Other
    not reported
    Deferred
    $3,635
    Nontaxable benefits
    $16,800
    Filer's total
    $202,205

  • Kiann Mapes

    VP FACULTY T

    Total calculated
    $181,543
    From this org
    $159,881
    From related orgs
    $0
    Other
    $21,662
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,681
    Bonus
    $200
    Other
    not reported
    Deferred
    $3,198
    Nontaxable benefits
    $18,464
    Filer's total
    $181,543

  • Urian Anzaldua

    SR DIR OF FI

    Total calculated
    $151,062
    From this org
    $149,466
    From related orgs
    $0
    Other
    $1,596
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,266
    Bonus
    $200
    Other
    not reported
    Deferred
    $1,495
    Nontaxable benefits
    $101
    Filer's total
    $151,062

  • Helen Baxendale

    VP ANALYTICS

    Total calculated
    $147,935
    From this org
    $144,507
    From related orgs
    $0
    Other
    $3,428
    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 · Form 990 of other organizations
  • 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

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
2024
Filed
14 May 2026
IRS schema version
2024v5.0
Source object
202601349349310215

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