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Gem Charter School INC FY2021 filing

Tax-deductible

Mesa, AZ501(c)(3)EducationEIN 86-0904939

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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.
86¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
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
$150K
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$938K
Spent
$782K
To programs
86%
Net assets
$381K
By yearFY2021–FY2023
Revenue
$938K
FY2021
Revenue by fiscal year
FY2021$938K
FY2022$793K
FY2023$758K
Expenses
$782K
FY2021
Expenses by fiscal year
FY2021$782K
FY2022$779K
FY2023$971K
Net assets
$381K
FY2021
Net assets by fiscal year
FY2021$381K
FY2022$692K
FY2023$480K

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2023) →

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

86 cents of each dollar spent went to programs.

Program services 86% · $669K Management & general 14% · $113K

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

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 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
$0Pt VII · Sec A
Sherri Sampson
Member/Head
$0Pt VII · Sec A
See Gem Charter School INC executive salaries →

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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.

Provided by the organization

This section is blank until Gem Charter School INC claims this page.

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1 program service account for $669K of program spending, described in the organization's own filed words · FY2020.
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.

$669Kprogram expense

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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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$938K
Ln 12
Gifts and grantsLn 1h$949K
Investment incomeLn 3$59
Money outPt IX
$782K
Ln 25
Programscol B$669K
Managementcol C$113K
Owns and owesPt X
$381K
net assets · Ln 32
Cash and savingsLn 1–2$137K
Total assetsLn 16$532K
LiabilitiesLn 26$150K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$949K
Government grantsLn 1e$937K
Investment incomeLn 3$59
Total revenueLn 12$938K
Assets in detailPt X, end of year
CashLn 1$90K
SavingsLn 2$47K
Cash and savings togetherLn 1–2$137K
Land, buildings, equipmentLn 10c$167K
Other assetsLn 15$114K
Total assetsLn 16$532K
LiabilitiesLn 26$150K
Net assetsLn 32$381K
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 FY21End FY21
Cash and savingsLn 1–2$99K$137K
Land, buildings, equipmentLn 10c$22K$167K
Total assetsLn 16$131K$532K
LiabilitiesLn 26$19K$150K
Net assetsLn 32$112K$381K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$200$200
Accounting feesLn 11c$24K$24K
Other fees for servicesLn 11g$613K$534K$79K
Advertising and promotionLn 12$892$892
Office expensesLn 13$84K$84K$868
Information technologyLn 14$938$938
OccupancyLn 16$43K$37K$6K
Conferences, conventions and meetingsLn 19$4K$4K
Depreciation, depletion and amortizationLn 22$7K$6K$971
InsuranceLn 23$5K$3K$2K
Total functional expensesLn 25$782K$669K$113K$0

Filing history

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

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $937,889 across 6 lines filed
VIII-1e Government grants$937,085
VIII-1f All other contributions, gifts and grants$11,658
VIII-1h Total contributions, gifts and grants$948,743
VIII-3 Investment incomeExcluded from tax $59$59
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission −$10,913−$10,913
VIII-12 Total revenueRelated to mission −$10,913 · Excluded from tax $59$937,889
Part IX · Statement of functional expenses $782,334 across 10 lines filed
IX-11b Legal feesManagement $200$200
IX-11c Accounting feesManagement $23,675$23,675
IX-11g Other fees for servicesPrograms $533,838 · Management $78,783$612,621
IX-12 Advertising and promotionManagement $892$892
IX-13 Office expensesPrograms $83,525 · Management $868$84,393
IX-14 Information technologyPrograms $938$938
IX-16 OccupancyPrograms $37,059 · Management $5,537$42,596
IX-19 Conferences, conventions and meetingsPrograms $4,343$4,343
IX-22 Depreciation, depletion and amortizationPrograms $6,496 · Management $971$7,467
IX-23 InsurancePrograms $3,138 · Management $2,071$5,209
IX-25 Total functional expensesPrograms $669,337 · Management $112,997 · Fundraising $0$782,334
Part X · Balance sheet $531,729 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $98,800$90,297
X-2 Savings and temporary cash investments$46,902
X-3 Pledges and grants receivableStart of year $9,323$112,726
X-9 Prepaid expenses and deferred charges$1,073
X-10c Land, buildings and equipment, netStart of year $22,399$166,596
X-15 Other assets$114,135
X-16 Total assetsStart of year $130,522$531,729
X-17 Accounts payable and accrued expensesStart of year $10,236$150,295
X-26 Total liabilitiesStart of year $18,778$150,295
X-27 Net assets without donor restrictionsStart of year $97,566$242,817
X-28 Net assets with donor restrictionsStart of year $14,178$138,617
X-32 Total net assets or fund balancesStart of year $111,744$381,434
X-33 Total liabilities and net assetsStart of year $130,522$531,729
Part XI · Reconciliation of net assets $381,434 net assets at year end
XI-1 Total revenue$937,889
XI-2 Total expenses$782,334
XI-3 Revenue less expenses$155,555
XI-4 Net assets at start of year$111,744
XI-6 Donated services and use of facilities$114,135
XI-10 Net assets at end of year$381,434

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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