Civic Intelligence

Happy Valley East

EIN 46-5563874 • 501(c)3 • San Tan Valley, AZ

Profile

Our commitment is to provide children with an outstanding academic foundation. We are dedeicated to significantly improving student achievement in the basic skills of reading, writing and math. We also strive to model and instill in the children entrusted to our care the qualities of self-discipline, exemplary character, leadership skills, patriotism and a strong academic work ethic.

266 E Westbrooke RdSan Tan Valley, AZ 85140

hveast.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.51x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.45x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

55th percentile

6.7%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$240,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-3.3%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.1%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$4,150,541

Down $142,442 (-3.3%) from 2023

Liabilities

Down

$2,123,255

Down $456,865 (-18%) from 2023

Net Assets

Up

$2,027,286

Up $314,423 (+18%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin55th percentile

Revenue

Up

$4,679,731

Up $140,125 (+3.1%) from 2023

Expenses

Down

$4,365,308

Down $16,204 (-0.4%) from 2023

Net Income

Up

$314,423

Up $156,329 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2022: $1,919,260Liabilities 2022: $364,491Net Assets 2022: $1,554,7692022Assets 2023: $4,292,983Liabilities 2023: $2,580,120Net Assets 2023: $1,712,8632023Assets 2024: $4,150,541Liabilities 2024: $2,123,255Net Assets 2024: $2,027,2862024

Highlighted filing

2024

Assets$4,150,541
Liabilities$2,123,255
Net Assets$2,027,286
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2022: $5,160,768Expenses 2022: $4,700,601Net Income 2022: $460,1672022Revenue 2023: $4,539,606Expenses 2023: $4,381,512Net Income 2023: $158,0942023Revenue 2024: $4,679,731Expenses 2024: $4,365,308Net Income 2024: $314,4232024

Highlighted filing

2024

Revenue$4,679,731
Expenses$4,365,308
Net Income$314,423
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,150,541
Liabilities
$2,123,255
Net assets
$2,027,286
Revenue
$4,679,731
Expenses
$4,365,308
Net income
$314,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$2.12$2.03$4.68$4.37$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$2.58$1.71$4.54$4.38$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.36$1.55$5.16$4.70$0.46
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 17, 2023
Return Version
2021v4.1
Gross Receipts
$5,160,768
Mission and Program Overview

Mission

Our commitment is to provide children with an outstanding academic foundation. We are dedeicated to significantly improving student achievement in the basic skills of reading, writing and math. We also strive to model and instill in the children entrusted to our care the qualities of self-discipline, exemplary character, leadership skills, patriotism and a strong academic work ethic.

The School's commitment is to provide children with an outstanding academic foundation. We are dedicated to significantly improving student achievement in the basic skills of reading, writing and math.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,292,351$1,422,674▲ $130,323
Pledges and Grants Receivable$172,571$464,178▲ $291,607
Loans From Officers Directors$176,994$120,384▼ $56,610
Land, Buildings, and Equipment, Net$29,542$31,834▲ $2,292
Accounts Receivable$574$574→ $0
Total Assets$1,495,038$1,919,260▲ $424,222
Liabilities
Accounts Payable and Accrued Expenses$201,543$244,107▲ $42,564
Deferred Revenue$21,899--
Total Liabilities$400,436$364,491▼ $35,945
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,092,202$1,550,369▲ $458,167
Net Assets With Donor Restrictions$2,400$4,400▲ $2,000
Total Net Assets Fund Balance$1,094,602$1,554,769▲ $460,167
Total Liabilities and Net Assets / Fund Balance$1,495,038$1,919,260▲ $424,222

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,540$429,275$451,815
Buildings$9,294$3,411$12,705
Land$0--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glen GaddieDirector/PresidentPT$44,437$186,697$231,134
Erika BelloDirector--$119,560$119,560
Janiece GaddieDirector--$79,060$79,060
Glen Gaddie--$44,437-$44,437

Highest Paid Contractors

ContractorServicesLocationCompensation
American Basic Schools LLCFood Service131 E Southern Ave, Mesa, AZ 85210$553,732
Revenue and Support

Revenue Composition

Contributions and Grants
$5,142,447
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$18,321
All Other Contributions
$64,210
Change in Net Assets
$460,167

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,160,768
Total Revenue per Audited Statements
$5,160,768
Total Revenue per Form 990
$5,160,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,156,785
Other Expenses$1,543,816
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,698,837$17,894$0$2,716,731
Occupancy$589,750$31,858$0$621,608
Fees for Services Other$374,199$24,500$0$398,699
Payroll Taxes$207,425$1,791$0$209,216
Other Employee Benefits$186,705$0$0$186,705
Office Expenses$154,631$272$0$154,903
Travel$139,425$0$0$139,425
Information Technology$109,295$0$0$109,295
Fees for Services Accounting$14,842$50,000$0$64,842
Current Officers, Directors, Trustees, and Key Employees$39,133$5,000$0$44,133
Advertising$40,069$0$0$40,069
Insurance$10,987$0$0$10,987
Depreciation Depletion$2,020$0$0$2,020
Interest$1,411$0$0$1,411
Fees for Services Legal$358$0$0$358
Other Expenses$199$0$0$199
Total Functional Expenses$4,569,286$131,315$0$4,700,601

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,700,601
Total Expenses per Audited Statements$4,700,601
Total Expenses per Form 990$4,700,601
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Owned by 2 bd mbrsRents facility to schoolNo$445,200
-Owned by 2 bd mbrsLLC provides food service programNo$414,280
Matthew GaddieFamily member of bd mbrEmployee compensationNo$39,634
April LinzaloneFamily member of bd mbrPurchasingNo$37,200
-Owned by 2 bd mbrsOffice rent paymentsNo$33,600
Garrett GaddieFamily Member of bd mbrEmployee compensationNo$28,662
Christie LindblomFamily member of bd mbrEmployee compensationNo$24,545

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$176,994$120,384▼ $56,610
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Happy Valley East
EIN
46-5563874
Phone
4808881342
Address
266 E Westbrooke Rd, San Tan Valley, AZ 85140

Signing Officer

Name
Mike Gaddie
Title
Superintendent
Phone
4808881342
Signed
2023-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Gaddie
Formed
2016
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
0
Employees
95
Volunteers
0

Preparer

Firm
Lorenzo Plc
Address
1450 W GUADALUPE RD STE 111, GILBERT, AZ 85233
Preparer
Anthony Lorenzo
Phone
4806441097
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Janiece and Glen Gaddie have a family relationship.”

Pt VI, Line 11B

“The Form 990 is completed by the CPA. Is it then submitted to the Business Manager who in turn provides the Form 990 to the School's Directors electronically for review and approval. Any issues identified are discussed and resolved prior to submittal.”

Pt VI, Line 19

“The Organization submits its annual financial statements to the State Board for Charter Schools. It is available at the Charter Board's website for public viewing as soon the Charter Board posts it. Governing documents are available to the public upon written request and the Organization has 10 business days to fulfill the request. Additionally, some governing documents are available on the Arizona Corporation Commission website.”

Financial Statement Notes

Pt X, Line 2

“The School accounts for uncertain tax positions, if any, in accordance with FASB ASC 740. In accordance with these professional standards the School recognizes tax positions onlly to the extent that management believes it is "more likely than not" that its tax positions will be sustained upon IRS examination. Management believes that it has no uncertain tax positions for the year ended June 30, 2022.”

Raw XML AppendixShowing 400 of 573 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0201543
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0244107
IRS990/AccountsReceivableGrp/BOYAmt0574
IRS990/AccountsReceivableGrp/EOYAmt0574
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The School's commitment is to provide children with an outstanding academic foundation. We are dedicated to significantly improving student achievement in the basic skills of reading, writing and math.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt040069
IRS990/AdvertisingGrp/TotalAmt040069
IRS990/AllOtherContributionsAmt064210
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0Organization
IRS990/BooksInCareOfDetail/PhoneNum04808881342
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0266 E Westbrooke Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Tan Valley
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085140
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01292351
IRS990/CashNonInterestBearingGrp/EOYAmt01422674
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt039133
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt044133
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0553732
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0131 E Southern Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Mesa
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085210
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0American Basic Schools LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Food Service
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05142447
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01543816
IRS990/CYOtherRevenueAmt018321
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0460167
IRS990/CYSalariesCompEmpBnftPaidAmt03156785
IRS990/CYTotalExpensesAmt04700601
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05160768
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt021899
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02020
IRS990/DepreciationDepletionGrp/TotalAmt02020
IRS990/Desc0The School provided educational services to approximately 469 students in Kindergarten - 8th grades during the 2021-2022 school year.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02400
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04400
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt095
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04569286
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt050000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt014842
IRS990/FeesForServicesAccountingGrp/TotalAmt064842
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0358
IRS990/FeesForServicesLegalGrp/TotalAmt0358
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt024500
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0374199
IRS990/FeesForServicesOtherGrp/TotalAmt0398699
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt028209
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt19180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt24598
IRS990/Form990PartVIISectionAGrp/PersonNm0Glen Gaddie
IRS990/Form990PartVIISectionAGrp/PersonNm1Janiece Gaddie
IRS990/Form990PartVIISectionAGrp/PersonNm2Erika Bello
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt044437
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0158488
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt169880
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2114962
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director/President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt05078237
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05160768
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt0109295
IRS990/InformationTechnologyGrp/TotalAmt0109295
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt010987
IRS990/InsuranceGrp/TotalAmt010987
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt01411
IRS990/InterestGrp/TotalAmt01411
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0432686
IRS990/LandBldgEquipBasisNetGrp/BOYAmt029542
IRS990/LandBldgEquipBasisNetGrp/EOYAmt031834
IRS990/LandBldgEquipCostOrOtherBssAmt0464520
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0176994
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0120384
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Our commitment is to provide children with an outstanding academic foundation. We are dedeicated to significantly improving student achievement in the basic skills of reading, writing and math. We also strive to model and instill in the children entrusted to our care the qualities of self-discipline, exemplary character, leadership skills, patriotism and a strong academic work ethic.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01094602
IRS990/NetAssetsOrFundBalancesEOYAmt01554769
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01092202
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01550369
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt031858
IRS990/OccupancyGrp/ProgramServicesAmt0589750
IRS990/OccupancyGrp/TotalAmt0621608
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0272
IRS990/OfficeExpensesGrp/ProgramServicesAmt0154631
IRS990/OfficeExpensesGrp/TotalAmt0154903
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0186705
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0186705
IRS990/OtherExpensesGrp/Desc0Dues & Fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt0199
IRS990/OtherExpensesGrp/TotalAmt0199
IRS990/OtherRevenueMiscGrp/BusinessCd0722514
IRS990/OtherRevenueMiscGrp/BusinessCd1611620
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Food service sales
IRS990/OtherRevenueMiscGrp/Desc1School activities
IRS990/OtherRevenueMiscGrp/Desc2Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03970
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt113737
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2614
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03970
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt113737
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2614
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt018321
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017894
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02698837
IRS990/OtherSalariesAndWagesGrp/TotalAmt02716731
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01791
IRS990/PayrollTaxesGrp/ProgramServicesAmt0207425
IRS990/PayrollTaxesGrp/TotalAmt0209216
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0172571
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0464178
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Mike Gaddie
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04596877
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt01458454
IRS990/PYOtherRevenueAmt032035
IRS990/PYRevenuesLessExpensesAmt041006
IRS990/PYSalariesCompEmpBnftPaidAmt03129452
IRS990/PYTotalExpensesAmt04587906
IRS990/PYTotalRevenueAmt04628912
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0460167
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt018321
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt09294
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03411
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012705
IRS990ScheduleD/EquipmentGrp/BookValueAmt022540
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0429275
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0451815
IRS990ScheduleD/ExpensesSubtotalAmt04700601
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/RevenueSubtotalAmt05160768
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The School accounts for uncertain tax positions, if any, in accordance with FASB ASC 740. In accordance with these professional standards the School recognizes tax positions onlly to the extent that management believes it is "more likely than not" that its tax positions will be sustained upon IRS examination. Management believes that it has no uncertain tax positions for the year ended June 30, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt031834
IRS990ScheduleD/TotalExpensesPerForm990Amt04700601
IRS990ScheduleD/TotalRevenuePerForm990Amt05160768
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05160768
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04700601
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The School receives monthly aid payments and grants from the State of Arizona based on the number of students enrolled and attending. The School also received federal grants passed through the Arizona State Department of Education. These funds are used in accordance with the requirements set forth by the State of Arizona and/or the federal government.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 6b
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt044437
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0158488
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt028209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Glen Gaddie
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt044437
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0186697
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0Putnam Holdings LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1Gratton Holding # 2 LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt2American Basic Schools LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Christie Lindblom
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1April Linzalone
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2Garrett Gaddie
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3Matthew Gaddie
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Family member of bd mbr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Family member of bd mbr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2Family Member of bd mbr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3Family member of bd mbr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4Owned by 2 bd mbrs
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt5Owned by 2 bd mbrs
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt6Owned by 2 bd mbrs
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd5false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd6false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt024545
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt137200
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt228662
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt339634
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt433600
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt5445200
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt6414280
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Employee compensation
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Purchasing
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2Employee compensation
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3Employee compensation
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4Office rent payments
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc5Rents facility to school
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc6LLC provides food service program
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt074931
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt139853
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Operations
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1See Part V
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt074931
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt139853
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Gratton Holding 2
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Happy Valley School
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0common membr & mgmt
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1common membr & mgmt
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Line 2 (c): The School received a refund for overpayment of an insurance policy that should have been refunded to the related party.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II
IRS990ScheduleL/TotalBalanceDueAmt0114784
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Janiece and Glen Gaddie have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is completed by the CPA. Is it then submitted to the Business Manager who in turn provides the Form 990 to the School's Directors electronically for review and approval. Any issues identified are discussed and resolved prior to submittal.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization submits its annual financial statements to the State Board for Charter Schools. It is available at the Charter Board's website for public viewing as soon the Charter Board posts it. Governing documents are available to the public upon written request and the Organization has 10 business days to fulfill the request. Additionally, some governing documents are available on the Arizona Corporation Commission website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.