Civic Intelligence

Gem Charter School Inc.

990 • Fiscal year 2022 • EIN 86-0904939

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

Organization ProfileWWW.HEARTWOODAZ.ORG

View Organization Page

207 North Mesa DriveMesa, AZ 85201

(480) 833-2622

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

41st percentile

1.8%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

81st percentile

34%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-15%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$710,577

Up $178,848 (+34%) from 2021

Net Assets

Up

$692,419

Up $310,985 (+82%) from 2021

Liabilities

Down

$18,158

Down $132,137 (-88%) from 2021

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin41st percentile

Revenue

Down

$793,171

Down $144,718 (-15%) from 2021

Expenses

Down

$778,722

Down $3,612 (-0.5%) from 2021

Net Income

Down

$14,449

Down $141,106 (-91%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $209,110Liabilities 2011: $28,081Net Assets 2011: $181,0292011Assets 2012: $164,292Liabilities 2012: $34,271Net Assets 2012: $130,0212012Assets 2013: $107,816Liabilities 2013: $47,697Net Assets 2013: $60,1192013Assets 2014: $91,792Liabilities 2014: $35,721Net Assets 2014: $56,0712014Assets 2015: $116,912Liabilities 2015: $20,375Net Assets 2015: $96,5372015Assets 2016: $133,151Liabilities 2016: $20,425Net Assets 2016: $112,7262016Assets 2017: $114,174Liabilities 2017: $22,267Net Assets 2017: $91,9072017Assets 2018: $105,273Liabilities 2018: $21,834Net Assets 2018: $83,4392018Assets 2019: $143,292Liabilities 2019: $22,062Net Assets 2019: $121,2302019Assets 2020: $130,522Liabilities 2020: $18,778Net Assets 2020: $111,7442020Assets 2021: $531,729Liabilities 2021: $150,295Net Assets 2021: $381,4342021Assets 2022: $710,577Liabilities 2022: $18,158Net Assets 2022: $692,4192022Assets 2023: $481,171Liabilities 2023: $1,525Net Assets 2023: $479,6462023

Highlighted filing

2022

Assets$710,577
Liabilities$18,158
Net Assets$692,419
Open 2022 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $409,152Expenses 2011: $432,220Net Income 2011: -$23,0682011Revenue 2012: $403,035Expenses 2012: $454,043Net Income 2012: -$51,0082012Revenue 2013: $317,734Expenses 2013: $387,636Net Income 2013: -$69,9022013Revenue 2014: $256,964Expenses 2014: $261,012Net Income 2014: -$4,0482014Revenue 2015: $272,595Expenses 2015: $232,126Net Income 2015: $40,4692015Revenue 2016: $251,840Expenses 2016: $235,651Net Income 2016: $16,1892016Revenue 2017: $232,366Expenses 2017: $253,185Net Income 2017: -$20,8192017Revenue 2018: $235,055Expenses 2018: $243,523Net Income 2018: -$8,4682018Revenue 2019: $314,208Expenses 2019: $276,417Net Income 2019: $37,7912019Revenue 2020: $293,940Expenses 2020: $303,427Net Income 2020: -$9,4872020Revenue 2021: $937,889Expenses 2021: $782,334Net Income 2021: $155,5552021Revenue 2022: $793,171Expenses 2022: $778,722Net Income 2022: $14,4492022Revenue 2023: $758,471Expenses 2023: $971,244Net Income 2023: -$212,7732023

Highlighted filing

2022

Revenue$793,171
Expenses$778,722
Net Income$14,449
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.0
Gross Receipts
$793,171
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$166,596$158,265▼ $8,331
Cash and Non-Interest-Bearing Accounts$90,297$99,366▲ $9,069
Prepaid Expenses and Deferred Charges$1,073$26,691▲ $25,618
Pledges and Grants Receivable$112,726$14,677▼ $98,049
Savings and Temporary Cash Investments$46,902$907▼ $45,995
Total Assets$531,729$710,577▲ $178,848
Other Assets Total$114,135$410,671▲ $296,536
Liabilities
Accounts Payable and Accrued Expenses$150,295$18,158▼ $132,137
Total Liabilities$150,295$18,158▼ $132,137
Net Assets / Fund Balance
Net Assets With Donor Restrictions$138,617$430,733▲ $292,116
Net Assets Without Donor Restrictions$242,817$261,686▲ $18,869
Total Net Assets Fund Balance$381,434$692,419▲ $310,985
Total Liabilities and Net Assets / Fund Balance$531,729$710,577▲ $178,848

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$152,573$10,928$163,501
Equipment$5,692$96$5,788
Other Assets Org$410,671--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Nelleke Van SavooyenPresident
Johna MartinezMember
Karyn SmithMember
Sherri SampsonMember/head
Sandy HolzerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$794,193
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-1,022
All Other Contributions
$610
Change in Net Assets
$14,449

Audited Revenue Reconciliation

Revenue per Audited Statements
$793,171
Revenue Not Reported on Form 990
$372,141
Total Revenue per Audited Statements
$1,165,312
Total Revenue per Form 990
$793,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$778,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$499,014$118,052-$617,066
Office Expenses$73,531$2,121-$75,652
Occupancy$26,856$4,013-$30,869
Fees for Services Accounting-$29,500-$29,500
Depreciation Depletion$9,590$1,433-$11,023
Insurance$7,804--$7,804
Advertising-$3,325-$3,325
Travel$3,003--$3,003
Fees for Services Legal-$480-$480
Total Functional Expenses$619,798$158,924$0$778,722

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$854,327
Expenses per Audited Statements$778,722
Total Expenses per Form 990$778,722
Expenses Not Reported on Form 990$75,605
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing board.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is prepared by an independent accountant, reviewed by management, and circulated to the board prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Gem Charter School Inc
EIN
86-0904939
Phone
4808332622
Address
207 NORTH MESA DRIVE, MESA, AZ 85201

Signing Officer

Name
Sherri Sampson
Title
Member/head Ofschool
Phone
4808332622
Signed
2023-05-12

Organization Details

Principal Officer
Sherri Sampson
Formed
1998
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
25

Preparer

Firm
Aspire Business Consultants
Address
PO BOX 12084, GLENDALE, AZ 85318-2084
Preparer
Kristin Morgan
Phone
6028812483
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“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.”

Form 990, Part IX, Line 11G

“499,014 118,052 0”

Raw XML Appendix347 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.

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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0GEM CHARTER SCHOOL IS AN ARIZONA PUBLIC CHARTER SCHOOL. AS AN ARIZONA PUBLIC SCHOOL, DISCRIMINATION IS PROHIBITED AND ARIZONA RESIDENTS ARE AWARE THAT PUBLIC SCHOOLS CANNOT DISCRIMINATE IN ANY MANNER IN ARIZONA.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES STATE EQUALIZATION ASSISTANCE, CLASSROOM SITE FUNDS, AND INSTRUCTIONAL IMPROVEMENT FUNDS FROM THE STATE OF ARIZONA BASED ON THE NUMBER OF STUDENTS ENROLLED AND ATTENDING THE SCHOOL. IN ADDITION, THE SCHOOL RECEIVED STATE AND FEDERAL GRANTS. THESE FUNDS ARE USED IN ACCORDANCE WITH THE REQUIREMENTS SET FORTH BY THE STATE OF ARIZONA AND THE FEDERAL GOVERNMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, REVIEWED BY MANAGEMENT, AND CIRCULATED TO THE BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4499,014 118,052 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0531729
IRS990/TotalAssetsEOYAmt0710577
IRS990/TotalAssetsGrp/BOYAmt0531729
IRS990/TotalAssetsGrp/EOYAmt0710577
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0794193
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0158924
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0619798
IRS990/TotalFunctionalExpensesGrp/TotalAmt0778722
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150295
IRS990/TotalLiabilitiesEOYAmt018158
IRS990/TotalLiabilitiesGrp/BOYAmt0150295
IRS990/TotalLiabilitiesGrp/EOYAmt018158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0381434
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0692419
IRS990/TotalProgramServiceExpensesAmt0619798
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1022
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0793171
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0531729
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0710577
IRS990/TravelGrp/ProgramServicesAmt03003
IRS990/TravelGrp/TotalAmt03003
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0207 N MESA DR
IRS990/USAddress/CityNm0MESA
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085201
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.HEARTWOODAZ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRI SAMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER/HEAD OFSCHOOL
ReturnHeader/BusinessOfficerGrp/PhoneNum04808332622
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEM CHARTER SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0GEMC
ReturnHeader/Filer/EIN0860904939
ReturnHeader/Filer/PhoneNum04808332622
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 NORTH MESA DRIVE
ReturnHeader/Filer/USAddress/CityNm0MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454728843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASPIRE BUSINESS CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 12084
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0853182084
ReturnHeader/PreparerPersonGrp/PhoneNum06028812483
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTIN MORGAN
ReturnHeader/ReturnTs02023-05-12T16:28:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAMPSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,577
Liabilities
$18,158
Net assets
$692,419
Revenue
$793,171
Expenses
$778,722
Net income
$14,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.81$0.02$4.80$7.58$9.71$2.13
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.18$6.92$7.93$7.79$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.32$1.50$3.81$9.38$7.82$1.56
2020Summary only. Only limited summary data is available for this year.$1.31$0.19$1.12$2.94$3.03$0.09
2019Summary only. Only limited summary data is available for this year.$1.43$0.22$1.21$3.14$2.76$0.38
2018Summary only. Only limited summary data is available for this year.$1.05$0.22$0.83$2.35$2.44$0.08
2017Summary only. Only limited summary data is available for this year.$1.14$0.22$0.92$2.32$2.53$0.21
2016Summary only. Only limited summary data is available for this year.$1.33$0.20$1.13$2.52$2.36$0.16
2015Summary only. Only limited summary data is available for this year.$1.17$0.20$0.97$2.73$2.32$0.40
2014Summary only. Only limited summary data is available for this year.$0.92$0.36$0.56$2.57$2.61$0.04
2013Summary only. Only limited summary data is available for this year.$1.08$0.48$0.60$3.18$3.88$0.70
2012Summary only. Only limited summary data is available for this year.$1.64$0.34$1.30$4.03$4.54$0.51
2011Summary only. Only limited summary data is available for this year.$2.09$0.28$1.81$4.09$4.32$0.23