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Nonprofit · EIN 86-2990158

GREAT HEARTS LOUISIANA INC

Tax-exempt · BATON ROUGE, LA 70810

Financials

$1.4M$1.2M2022$7.2M$7.1M2023$9.7M$9.3M2024
Revenue Expenses · by fiscal year end
Financials of GREAT HEARTS LOUISIANA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$9,734,931$9,254,833$480,098$7,750,822$6,770,331$980,491
June 30, 2024990$7,219,377$7,118,901$100,476$7,190,946$6,690,553$500,393
June 30, 2023990$1,405,000$1,236,543$168,457$1,107,201$700,457$406,744
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$9,443,931
of which government grants
$9,138,475
Program service revenue
$291,000
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$4,088,384
Salaries, compensation and benefits (total)
$4,882,496
Professional fundraising fees
$0
Legal fees
$51,632
Accounting fees
$22,500
Occupancy
$107,194
Travel
$52,852
Depreciation
$132,068
Program services (functional)
$7,391,221
Management and general (functional)
$1,857,565
Fundraising (functional)
$6,047

Balance sheet and other

Total assets, start of year
$7,190,946
Total assets, end of year
$7,750,822
Total liabilities, end of year
$6,770,331
Net assets, end of year
$980,491
Land, buildings and equipment
$567,071
Net assets without donor restrictions
$970,491
Net assets with donor restrictions
$10,000
Gross receipts
$9,734,931
Employees
0
Volunteers
155
Year formed
2021
State of legal domicile
LA

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAMES HELIERCEO
Officer
2$0$433,700$23,050
DAN SCOGGINCOO
Officer
2$0$356,648$25,822
MATT BUSHARDCFO
Officer
2$0$178,085$12,292
SAMUEL HEISMANHEAD OF SCHOOL
Officer
40$0$146,124$16,418
HOLLY MANUELFINANCE MANAGER
Highest-paid employee
40$0$114,516$13,298
TY GOSECHAIRMAN
Trustee or director, Officer
2$0$0$0
ADONICA PELICHET DUGGANVICE CHAIRWOMAN
Trustee or director, Officer
2$0$0$0
ERIN FRANCODIRECTOR
Trustee or director
2$0$0$0
JAMES STONERDIRECTOR
Trustee or director
2$0$0$0
DAVID WHIDDEN IIISECRETARY
Trustee or director, Officer
2$0$0$0
ELISHA MCCARDELLDIRECTOR
Trustee or director
2$0$0$0
KATHY VICTORIANTREASURER
Trustee or director, Officer
2$0$0$0
KATIE FETZERDIRECTOR
Trustee or director
2$0$0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
WADE DYKECHAIRMAN
Trustee or director, Officer
2$0$337,370$34,627
SAMUEL J HEISMANHEAD OF SCHOOL
Officer
40$0$129,637$19,727
ADONICA PELICHET DUGGANVICE CHAIRWOMAN
Trustee or director, Officer
2$0$0$0
ERIN FRANCODIRECTOR
Trustee or director
2$0$0$0
TY GOSEDIRECTOR
Trustee or director
2$0$0$0
DAVID WHIDDEN IIISECRETARY
Trustee or director, Officer
2$0$0$0
ELISHA MCCARDELLDIRECTOR
Trustee or director
2$0$0$0
KATHY VICTORIANTREASURER
Trustee or director, Officer
2$0$0$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SAMUEL J HEISMANHEAD OF SCHO
Officer
40$160,671$0$2,399
WADE DYKEBOARD CHAIRM
Trustee or director, Officer
2$0$96,969$6,623
ADONICA PELICHET DUGGANVICE CHAIRMA
Trustee or director, Officer
2$0$0$0
ERIN FRANCODIRECTOR
Trustee or director
2$0$0$0
TY GOSEDIRECTOR
Trustee or director
2$0$0$0
DAVID WHIDDEN IIISECRETARY
Trustee or director, Officer
2$0$0$0
ELISHA MCCARDELLDIRECTOR
Trustee or director
2$0$0$0
KATHY VICTORIANTREASURER
Trustee or director, Officer
2$0$0$0

Address and contacts

Address (IRS master file)
11801 BLUEBONNET BLVD, BATON ROUGE, LA 70810-7135
Principal officer (990 for 2024)
MATTHEW BUSHARD, 11801 BLUEBONNET BLVD, BATON ROUGE, LA 70810
Signed the 990
MATTHEW BUSHARD, CHIEF FINANCIAL OFFICER
Phone
(225) 416-7611
Return prepared by
ERICKSEN KRENTEL LLP

Mission

SEE SCHEDULE O

990 for the year ended June 30, 2025

Program accomplishments

  • A GREAT HEARTS LOUISIANA INC 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 $7,391,221 · revenue $291,000

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
86-2990158
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2021
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B29)
Assets (IRS master file)
$7,750,822
Income (IRS master file)
$9,734,931

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$9,734,931$9,254,833$7,750,822IRS
990June 2024$7,219,377$7,118,901$7,190,946XML
990June 2023$1,405,000$1,236,543$1,107,201XML
990June 2022$250,000$11,713$250,291IRS

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 86-2990158).

Questions about GREAT HEARTS LOUISIANA INC

What is the EIN of GREAT HEARTS LOUISIANA INC?
The employer identification number (EIN) of GREAT HEARTS LOUISIANA INC is 86-2990158.
Is GREAT HEARTS LOUISIANA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to GREAT HEARTS LOUISIANA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GREAT HEARTS LOUISIANA INC 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 LOUISIANA INC 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 LOUISIANA INC 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 LOUISIANA INC?
The 990 for the year ended June 30, 2025 names MATTHEW BUSHARD.
Who are the officers and directors of GREAT HEARTS LOUISIANA INC?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does GREAT HEARTS LOUISIANA INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $9,734,931, expenses of $9,254,833 and total assets of $7,750,822 at year end.

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