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Gem Charter School INC FY2022 filing

Tax-deductible

Mesa, AZ501(c)(3)EducationEIN 86-0904939Revenue $793K in FY2022

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

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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.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2022 · 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
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 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
$18K
3% of total assets
Looks good: liabilities are 3% 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
$793K
-15% vs prior year
Spent
$779K
To programs
80%
Net assets
$692K
By yearFY2021–FY2023
Revenue
$793K
FY2022▼ -15%
Tap a bar for its year
Revenue by fiscal year
FY2021$938K
FY2022$793K
FY2023$758K
Expenses
$779K
FY2022-0.5%
Tap a bar for its year
Expenses by fiscal year
FY2021$782K
FY2022$779K
FY2023$971K
Net assets
$692K
FY2022▲ +82%
Tap a bar for its year
Net assets by fiscal year
FY2021$381K
FY2022$692K
FY2023$480K

From the FY2022 Form 990 (year ending June 2022) · see the original

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You’re viewing the FY2022 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

80 cents of each dollar spent went to programs.

Program services 80% · $620K Management & general 20% · $159K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 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 →

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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.

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Provided by the organization

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1 program · $620K · in their own filed words · FY2021
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.

$620Kprogram 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 FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$793K
Ln 12
Gifts and grantsLn 1h$794K
Money outPt IX
$779K
Ln 25
Programscol B$620K
Managementcol C$159K
Owns and owesPt X
$692K
net assets · Ln 32
Cash and savingsLn 1–2$100K
Total assetsLn 16$711K
LiabilitiesLn 26$18K
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$794K
Government grantsLn 1e$794K
Total revenueLn 12$793K
Assets in detailPt X, end of year
CashLn 1$99K
SavingsLn 2$907
Cash and savings togetherLn 1–2$100K
Land, buildings, equipmentLn 10c$158K
Other assetsLn 15$411K
Total assetsLn 16$711K
LiabilitiesLn 26$18K
Net assetsLn 32$692K
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 FY22End FY22
Cash and savingsLn 1–2$137K$100K
Land, buildings, equipmentLn 10c$167K$158K
Total assetsLn 16$532K$711K
LiabilitiesLn 26$150K$18K
Net assetsLn 32$381K$692K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$480$480
Accounting feesLn 11c$30K$30K
Other fees for servicesLn 11g$617K$499K$118K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$76K$74K$2K
OccupancyLn 16$31K$27K$4K
TravelLn 17$3K$3K
Depreciation, depletion and amortizationLn 22$11K$10K$1K
InsuranceLn 23$8K$8K
Total functional expensesLn 25$779K$620K$159K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $758K$971K−$213K$480K 990 PDF
FY2022 Viewing $793K$779K$14K$692K 990 PDF
FY2021 $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 FY2022 990 (6 parts)
Part I · Summary $793,171 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $948,743$794,193
I-9 Program service revenue$0
I-10 Investment incomePrior year $59$0
I-11 Other revenuePrior year −$10,913−$1,022
I-12 Total revenuePrior year $937,889$793,171
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 $782,334$778,722
I-18 Total expensesPrior year $782,334$778,722
I-19 Revenue less expensesPrior year $155,555$14,449
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 $793,171 across 5 lines filed
VIII-1e Government grants$793,583
VIII-1f All other contributions, gifts and grants$610
VIII-1h Total contributions, gifts and grants$794,193
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission −$1,022−$1,022
VIII-12 Total revenueRelated to mission −$1,022$793,171
Part IX · Statement of functional expenses $778,722 across 9 lines filed
IX-11b Legal feesManagement $480$480
IX-11c Accounting feesManagement $29,500$29,500
IX-11g Other fees for servicesPrograms $499,014 · Management $118,052$617,066
IX-12 Advertising and promotionManagement $3,325$3,325
IX-13 Office expensesPrograms $73,531 · Management $2,121$75,652
IX-16 OccupancyPrograms $26,856 · Management $4,013$30,869
IX-17 TravelPrograms $3,003$3,003
IX-22 Depreciation, depletion and amortizationPrograms $9,590 · Management $1,433$11,023
IX-23 InsurancePrograms $7,804$7,804
IX-25 Total functional expensesPrograms $619,798 · Management $158,924 · Fundraising $0$778,722
Part X · Balance sheet $710,577 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $90,297$99,366
X-2 Savings and temporary cash investmentsStart of year $46,902$907
X-3 Pledges and grants receivableStart of year $112,726$14,677
X-9 Prepaid expenses and deferred chargesStart of year $1,073$26,691
X-10c Land, buildings and equipment, netStart of year $166,596$158,265
X-15 Other assetsStart of year $114,135$410,671
X-16 Total assetsStart of year $531,729$710,577
X-17 Accounts payable and accrued expensesStart of year $150,295$18,158
X-26 Total liabilitiesStart of year $150,295$18,158
X-27 Net assets without donor restrictionsStart of year $242,817$261,686
X-28 Net assets with donor restrictionsStart of year $138,617$430,733
X-32 Total net assets or fund balancesStart of year $381,434$692,419
X-33 Total liabilities and net assetsStart of year $531,729$710,577
Part XI · Reconciliation of net assets $692,419 net assets at year end
XI-1 Total revenue$793,171
XI-2 Total expenses$778,722
XI-3 Revenue less expenses$14,449
XI-4 Net assets at start of year$381,434
XI-6 Donated services and use of facilities$296,536
XI-10 Net assets at end of year$692,419

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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