philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Gem Charter School INC

Tax-deductible

Mesa, AZ501(c)(3)Education EIN 86-0904939Revenue $758K in FY2023

On file with the IRSheartwoodaz.org207 N Mesa Dr, 85201-6723 · Mesa, AZTax-exempt since Apr 1999School — 170(b)(1)(A)(ii)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

The School is dedicated to the development of well-rounded individuals, who are proficient, self-confident, and have ascertained the potential and desire for life-long learning and improved academic performance through the imlementation of the montessori method of education.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 25 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average deficit $14K a year · 2% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$758K
-4% vs prior year
Spent
$971K
To programs
91%
Net assets
$480K
By yearFY2021–FY2023
Revenue
$758K
FY2023▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2021$938K
FY2022$793K
FY2023$758K
Expenses
$971K
FY2023▲ +25%
Tap a bar for its year
Expenses by fiscal year
FY2021$782K
FY2022$779K
FY2023$971K
Net assets
$480K
FY2023▼ -31%
Tap a bar for its year
Net assets by fiscal year
FY2021$381K
FY2022$692K
FY2023$480K

From the FY2023 Form 990 (year ending June 2023) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Apr 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $883K Management & general 9% · $88K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Sandy Holzer
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Sherri Sampson
Member/Head
$0Pt VII · Sec A
See Gem Charter School INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Develops well-rounded, confident learners through the Montessori method for lifelong academic success.

Questions for Gem Charter School INC

Tap to ask. Gem Charter School INC sees how many people are interested.

Your first name shows with your question. Gem Charter School INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $883K · in their own filed words · FY2022
01

Gem charter school provides education services to elementary students. The school uses the montessori approach to help students become well rounded, confident, proficient, life-long learners.

$883Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$16
Total grants receivedfrom 1 funder$16

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$758K
Ln 12
Gifts and grantsLn 1h$758K
Investment incomeLn 3$1
Money outPt IX
$971K
Ln 25
Programscol B$883K
Managementcol C$88K
Owns and owesPt X
$480K
net assets · Ln 32
Cash and savingsLn 1–2$70K
Total assetsLn 16$481K
LiabilitiesLn 26$2K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$758K
Government grantsLn 1e$758K
Investment incomeLn 3$1
Total revenueLn 12$758K
Assets in detailPt X, end of year
CashLn 1$70K
SavingsLn 2$908
Cash and savings togetherLn 1–2$70K
Other assetsLn 15$411K
Total assetsLn 16$481K
LiabilitiesLn 26$2K
Net assetsLn 32$480K
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$100K$70K
Total assetsLn 16$711K$481K
LiabilitiesLn 26$18K$2K
Net assetsLn 32$692K$480K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$7K$7K
Accounting feesLn 11c$24K$24K
Other fees for servicesLn 11g$611K$602K$10K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$114K$89K$25K
OccupancyLn 16$33K$29K$3K
TravelLn 17$13K$13K
Depreciation, depletion and amortizationLn 22$11K$10K$1K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$147K$147K
Total functional expensesLn 25$971K$883K$88K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $758K$971K−$213K$480K 990 PDF
FY2022 $793K$779K$14K$692K 990 PDF
FY2021 $938K$782K$156K$381K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $758,471 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $794,193$758,470
I-9 Program service revenue$0
I-10 Investment income$1
I-11 Other revenuePrior year −$1,022$0
I-12 Total revenuePrior year $793,171$758,471
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $778,722$971,244
I-18 Total expensesPrior year $778,722$971,244
I-19 Revenue less expensesPrior year $14,449−$212,773
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $758,471 across 5 lines filed
VIII-1e Government grants$757,654
VIII-1f All other contributions, gifts and grants$816
VIII-1h Total contributions, gifts and grants$758,470
VIII-3 Investment incomeExcluded from tax $1$1
VIII-12 Total revenueExcluded from tax $1$758,471
Part IX · Statement of functional expenses $971,244 across 10 lines filed
IX-11b Legal feesManagement $7,445$7,445
IX-11c Accounting feesManagement $24,350$24,350
IX-11g Other fees for servicesPrograms $601,678 · Management $9,552$611,230
IX-12 Advertising and promotionManagement $3,750$3,750
IX-13 Office expensesPrograms $88,862 · Management $24,998$113,860
IX-16 OccupancyPrograms $29,302 · Management $3,256$32,558
IX-17 TravelManagement $13,395$13,395
IX-22 Depreciation, depletion and amortizationPrograms $9,920 · Management $1,102$11,022
IX-23 InsurancePrograms $6,392$6,392
IX-24 Other expenses (24a–d)Programs $147,242$147,242
IX-25 Total functional expensesPrograms $883,396 · Management $87,848 · Fundraising $0$971,244
Part X · Balance sheet $481,171 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $99,366$69,592
X-2 Savings and temporary cash investmentsStart of year $907$908
X-15 Other assetsStart of year $410,671$410,671
X-16 Total assetsStart of year $710,577$481,171
X-17 Accounts payable and accrued expensesStart of year $18,158$1,525
X-26 Total liabilitiesStart of year $18,158$1,525
X-27 Net assets without donor restrictionsStart of year $261,686$479,646
X-32 Total net assets or fund balancesStart of year $692,419$479,646
X-33 Total liabilities and net assetsStart of year $710,577$481,171
Part XI · Reconciliation of net assets $479,646 net assets at year end
XI-1 Total revenue$758,471
XI-2 Total expenses$971,244
XI-3 Revenue less expenses−$212,773
XI-4 Net assets at start of year$692,419
XI-10 Net assets at end of year$479,646

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.