GREATHEARTS AMERICA Charity Report

Public IRS 990 nonprofit record

GREATHEARTS AMERICA

EIN 45-4306715 · Management & Technical Assistance - Education (B02)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders14 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

102.97%of revenue went to mission work83.8% of expenses · Program services

3.39%of revenue went to fundraising2.8% of expenses

$122.94spent for every $100 of revenueSpending was higher than revenue this year.

16.58%of revenue went to management and office costs13.5% of expenses

$0.50in assets for every $1 spent this yearSome assets cannot be spent right away.

20.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $4,247,123 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $456,750 for JAY HEILER (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$18,511,969

Mission workProgram services$19,061,679102.97% of revenue83.8% of expenses

ManagementOffice and general costs$3,069,34916.58% of revenue13.5% of expenses

FundraisingAsking for donations$628,0643.39% of revenue2.8% of expenses

Total expenses$22,759,092122.94% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 83.8% mission · 13.5% management · 2.8% fundraisingTotal expenses: 122.94% of revenue

2023Expense mix: 82.8% mission · 13.8% management · 3.5% fundraisingTotal expenses: 93.00% of revenue

2022Expense mix: 85.4% mission · 11.1% management · 3.5% fundraisingTotal expenses: 94.89% of revenue

2021Expense mix: 82.2% mission · 13.2% management · 4.6% fundraisingTotal expenses: 95.62% of revenue

2020Expense mix: 83.0% mission · 13.6% management · 3.4% fundraisingTotal expenses: 95.49% of revenue

2019Expense mix: 84.1% mission · 15.6% management · 0.2% fundraisingTotal expenses: 89.22% of revenue

2018Expense mix: 76.6% mission · 23.4% management · 0.0% fundraisingTotal expenses: 99.74% of revenue

2017Expense mix: 19.0% mission · 76.3% management · 4.8% fundraisingTotal expenses: 115.75% of revenue

Money in and money out

Revenue$18,511,969

Expenses$22,759,092

Annual shortfall $4,247,123 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$19,061,679 · 83.8% of expenses

Management and office costs$3,069,349 · 13.5% of expenses

Fundraising$628,064 · 2.8% of expenses

See all reported dollar amounts

Revenue$18,511,969

Expenses$22,759,092

Assets$11,374,549

Income$18,511,969

Contributions$3,832,682

Mission work (program services)$19,061,679

Fundraising$628,064

Grants given$21,878

Average grant$21,878

Management and general$3,069,349

Executive compensation (total)$716,359

Stocks and bonds$2,232,800

Accounting fees$10,800

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JAY HEILERCEO · 40 hrs/week $456,750Base $433,700 · Other $23,050

DANIEL SCOGGINCHIEF ACADEM · 40 hrs/week $382,530Base $356,648 · Other $25,882

DOUGLAS CUMMINGSSR VP OF BUS · 40 hrs/week $211,237Base $194,000 · Other $17,237

ROGER LAMARCASR VP OF BUS · 40 hrs/week $202,205Base $181,770 · Other $20,435

JAROLD TAWNEYCHIEF ACADEM · 40 hrs/week $197,175Base $177,068 · Other $20,107

JERILYN OLSONCHIEF PEOPLE · 40 hrs/week $192,570Base $177,068 · Other $15,502

MATTHEW BUSHARDCFO · 40 hrs/week $190,377Base $178,085 · Other $12,292

KIANN MAPESVP FACULTY T · 40 hrs/week $181,543Base $159,881 · Other $21,662

RON ZOROMSKIPRIOR CFO · 40 hrs/week $168,367Base $156,770 · Other $11,597

URIAN ANZALDUASR DIR OF FI · 40 hrs/week $151,062Base $149,466 · Other $1,596

HELEN BAXENDALEVP ANALYTICS · 40 hrs/week $147,935Base $144,507 · Other $3,428

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (14)

JAY HEILERCEO

DANIEL SCOGGINCHIEF ACADEM

DOUGLAS CUMMINGSSR VP OF BUS

ROGER LAMARCASR VP OF BUS

JAROLD TAWNEYCHIEF ACADEM

JERILYN OLSONCHIEF PEOPLE

MATTHEW BUSHARDCFO

KIANN MAPESVP FACULTY T

RON ZOROMSKIPRIOR CFO

URIAN ANZALDUASR DIR OF FI

HELEN BAXENDALEVP ANALYTICS

KURT DAVISVICE CHAIR

MEGAN BEUSDIRECTOR

STEVE WHEELERDIRECTOR

About this charity

Recognized since: January 2014
Location: 4717 E HILTON AVE STE 300, PHOENIX, AZ 85034
County: Maricopa
In care of: MATTHEW BUSHARD
Primary officer: MATTHEW BUSHARD, CFO

How to reach them

WebsiteVisit the charity’s website Phone(602) 438-7045 Officer phone(480) 899-9181

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: FESTER & CHAPMAN PLLC
NTEE classification: Management & Technical Assistance - Education (B02)
IRS tax category: Management & Technical Assistance
Grant-giving organization: Yes