GREATHEARTS AMERICA

EIN: 454306715 501(c)(3) Education

PHOENIX, AZ

Total Revenue
$18,511,969
Total Expenses
$22,759,092
Total Assets
$11,374,549
Net Assets
$-188,149
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
AZ
Principal Officer
MATTHEW BUSHARD
Phone
6024387045
Tax Period
2024-07-01 to 2025-06-30

GREATHEARTS AMERICA, founded in 2012, is a mid-sized nonprofit in the Education sector that reported $18.5M in total revenue in fiscal year 2024. Expenses of $22.8M exceeded revenue, resulting in a 23% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,832,682
Program Service Revenue $14,383,089
Investment Income $249,216
Other Revenue $46,982
TOTAL REVENUE $18,511,969

Expense Breakdown

Grants Paid $21,878
Salaries & Benefits $13,855,765
Fundraising Expenses $628,064
Program Expenses $19,061,679
Other Expenses $8,881,449
TOTAL EXPENSES $22,759,092

Year-over-Year Comparison

2024 2023 Change
Revenue $18,511,969 $18,763,863 0.0%
Expenses $22,759,092 $17,450,805 +0.3%
Net Income $-4,247,123 $1,313,058 -4.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
3
Employees
3412
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$1,587,769
Total Directors
5
$839,280
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL SCOGGIN CHIEF ACADEM 40.00
Officer Director
$356,648 $25,882 $382,530
JAY HEILER CEO 40.00
Officer Director
$433,700 $23,050 $456,750
RON ZOROMSKI PRIOR CFO 40.00
Officer
$156,770 $11,597 $168,367
MATTHEW BUSHARD CFO 40.00
Officer
$178,085 $12,292 $190,377
JAROLD TAWNEY CHIEF ACADEM 40.00
Officer
$177,068 $20,107 $197,175
JERILYN OLSON CHIEF PEOPLE 40.00
Officer
$177,068 $15,502 $192,570
KURT DAVIS VICE CHAIR 2.00
Director
$0 $0 $0
STEVE WHEELER DIRECTOR 2.00
Director
$0 $0 $0
MEGAN BEUS DIRECTOR 2.00
Director
$0 $0 $0
DOUGLAS CUMMINGS SR VP OF BUS 40.00
Highest
$194,000 $17,237 $211,237
ROGER LAMARCA SR VP OF BUS 40.00
Highest
$181,770 $20,435 $202,205
KIANN MAPES VP FACULTY T 40.00
Highest
$159,881 $21,662 $181,543
URIAN ANZALDUA SR DIR OF FI 40.00
Highest
$149,466 $1,596 $151,062
HELEN BAXENDALE VP ANALYTICS 40.00
Highest
$144,507 $3,428 $147,935
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $18,511,969 $22,759,092 $11,374,549 $-4,247,123
2024 No data No data No data No data
2023 $16,058,535 $15,238,172 $14,882,729 $820,363
2022 $10,138,207 $9,694,119 $11,428,841 $444,088
2021 $5,329,608 $5,089,241 $8,205,781 $240,367
2020 $5,088,972 $4,540,370 $6,043,670 $548,602
2019 $4,154,961 $4,144,265 $4,612,836 $10,696
2018 $2,760,862 $3,195,784 $3,593,645 $-434,922
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