Nonprofit · EIN 45-4306715
GREAT HEARTS AMERICA
Also known as GH AMERICA
Tax-exempt · PHOENIX, AZ 85034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,511,969 | $22,759,092 | -$4,247,123 | $11,374,549 | $11,562,698 | -$188,149 |
| June 30, 2024 | 990 | $18,763,863 | $17,450,805 | $1,313,058 | $16,051,826 | $11,993,925 | $4,057,901 |
| June 30, 2023 | 990 | $16,058,535 | $15,238,172 | $820,363 | $14,882,729 | $12,140,306 | $2,742,423 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,832,682
- Program service revenue
- $14,383,089
- Investment income
- $249,216
- Other revenue
- $46,982
Expenses
- Grants and similar amounts paid
- $21,878
- Compensation of officers, directors and key employees
- $1,587,770
- Other salaries and wages
- $10,077,465
- Salaries, compensation and benefits (total)
- $13,855,765
- Professional fundraising fees
- $0
- Legal fees
- $111,674
- Accounting fees
- $10,800
- Occupancy
- $244,481
- Travel
- $268,071
- Depreciation
- $157,539
- Program services (functional)
- $19,061,679
- Management and general (functional)
- $3,069,349
- Fundraising (functional)
- $628,064
Balance sheet and other
- Total assets, start of year
- $16,051,826
- Total assets, end of year
- $11,374,549
- Total liabilities, end of year
- $11,562,698
- Net assets, end of year
- -$188,149
- Land, buildings and equipment
- $126,789
- Publicly traded securities
- $2,232,800
- Net assets without donor restrictions
- -$188,149
- Gross receipts
- $18,511,969
- Employees
- 3,412
- Year formed
- 2012
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAY HEILER | CEO Trustee or director, Officer | 40 | $433,700 | $23,050 |
| DANIEL SCOGGIN | CHIEF ACADEM Trustee or director, Officer | 40 | $356,648 | $25,882 |
| DOUGLAS CUMMINGS | SR VP OF BUS Highest-paid employee | 40 | $194,000 | $17,237 |
| ROGER LAMARCA | SR VP OF BUS Highest-paid employee | 40 | $181,770 | $20,435 |
| JAROLD TAWNEY | CHIEF ACADEM Officer | 40 | $177,068 | $20,107 |
| JERILYN OLSON | CHIEF PEOPLE Officer | 40 | $177,068 | $15,502 |
| MATTHEW BUSHARD | CFO Officer | 40 | $178,085 | $12,292 |
| KIANN MAPES | VP FACULTY T Highest-paid employee | 40 | $159,881 | $21,662 |
| RON ZOROMSKI | PRIOR CFO Officer | 40 | $156,770 | $11,597 |
| URIAN ANZALDUA | SR DIR OF FI Highest-paid employee | 40 | $149,466 | $1,596 |
| HELEN BAXENDALE | VP ANALYTICS Highest-paid employee | 40 | $144,507 | $3,428 |
| KURT DAVIS | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| STEVE WHEELER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MEGAN BEUS | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAY HEILER | CEO Trustee or director, Officer | 40 | $429,359 | $23,268 |
| DANIEL SCOGGIN | CHIEF ACADEM Trustee or director, Officer | 40 | $360,731 | $26,224 |
| RON ZOROMSKI | PRIOR CFO Officer | 40 | $228,533 | $18,044 |
| JAROLD TAWNEY | VP CURRICULU Highest-paid employee | 40 | $223,435 | $22,524 |
| MARILYN PAPKE | VP BUSINESS Highest-paid employee | 40 | $206,143 | $7,228 |
| JERILYN OLSON | VP FACULTY D Highest-paid employee | 40 | $175,435 | $15,570 |
| GENEVIEVE PETERSON | VP DEVELOPME Highest-paid employee | 40 | $185,730 | $3,842 |
| KERI CAMPBELL | SR DIR CO-CU Highest-paid employee | 40 | $164,135 | $21,537 |
| MATTHEW BUSHARD | CFO Officer | 40 | $0 | $0 |
| KURT DAVIS | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| JIM RAHN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE WHEELER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MEGAN BEUS | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY HEILER | CEO Officer | 40 | $511,186 | $0 | $23,379 |
| DANIEL SCOGGIN | CHIEF ACADEM Trustee or director | 20 | $179,050 | $179,050 | $25,128 |
| RON ZOROMSKI | CFO Officer | 40 | $246,908 | $0 | $18,112 |
| MARILYN PAPKE | VP BUSINESS Highest-paid employee | 40 | $225,389 | $0 | $9,033 |
| KURTIS INDORF | VP INSTR IMP Highest-paid employee | 40 | $204,810 | $0 | $4,895 |
| GENEVIEVE PETERSON | VP DEVELOPME Highest-paid employee | 40 | $192,754 | $0 | $3,976 |
| ROBERT JACKSON | EXECUTIVE DI Highest-paid employee | 40 | $170,021 | $0 | $21,704 |
| JAROLD TAWNEY | VP CURRICULU Highest-paid employee | 40 | $169,886 | $0 | $21,702 |
| JIM RAHN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEVE WHEELER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KURT DAVIS | VICE CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| MEGAN BEUS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4717 E HILTON AVE STE 300, PHOENIX, AZ 85034-6413
- In care of
- % TRACY TAYLOR
- Principal officer (990 for 2024)
- MATTHEW BUSHARD, 4717 E HILTON AVE STE 300, PHOENIX, AZ 85034
- Signed the 990
- MATTHEW BUSHARD, CFO
- Phone
- (602) 438-7045
- Return prepared by
- FESTER & CHAPMAN PLLC
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-4306715
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B02)
- Assets (IRS master file)
- $11,374,549
- Income (IRS master file)
- $18,511,969
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $18,511,969 | $22,759,092 | $11,374,549 | IRS |
| 990 | June 2024 | $18,763,863 | $17,450,805 | $16,051,826 | IRS |
| 990 | June 2023 | $16,058,535 | $15,238,172 | $14,882,729 | XML |
| 990 | June 2022 | $10,138,207 | $9,694,119 | $11,428,841 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-4306715).
Questions about GREAT HEARTS AMERICA
- What is the EIN of GREAT HEARTS AMERICA?
- The employer identification number (EIN) of GREAT HEARTS AMERICA is 45-4306715.
- Is GREAT HEARTS AMERICA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to GREAT HEARTS AMERICA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GREAT HEARTS AMERICA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GREAT HEARTS AMERICA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREAT HEARTS AMERICA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of GREAT HEARTS AMERICA?
- The 990 for the year ended June 30, 2025 names MATTHEW BUSHARD.
- Who are the officers and directors of GREAT HEARTS AMERICA?
- The 990 for the year ended June 30, 2025 lists 14 people; 11 received compensation from the organization, the highest $433,700 (JAY HEILER, CEO).
- How much revenue does GREAT HEARTS AMERICA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,511,969, expenses of $22,759,092 and total assets of $11,374,549 at year end.
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