Civic Intelligence

Wasatch Peak Academy Inc.

990 • Fiscal year 2017 • EIN 11-3738851

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 23, 2018

Organization ProfileWWW.WASATCHPEAK.ORG
414 N Cutler DriveNorth Salt Lake City, UT 84054

(801) 936-3066

Siviq Scores

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

Liabilities / Assets

88th percentile

0.89x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.74x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

56th percentile

4.7%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

15th percentile

-5.1%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

4.6%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$5,437,895

Down $291,977 (-5.1%) from 2016

Net Assets

Up

$618,328

Up $129,309 (+26%) from 2016

Liabilities

Down

$4,819,567

Down $421,286 (-8.0%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin56th percentile

Revenue

Up

$2,762,100

Up $120,297 (+4.6%) from 2016

Expenses

Down

$2,632,791

Down $14,360 (-0.5%) from 2016

Net Income

Up

$129,309

Up $134,657 (+2518%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$10M$5.0M$0Assets 2011: $691,025Liabilities 2011: $167,320Net Assets 2011: $523,7052011Assets 2012: $657,235Liabilities 2012: $130,532Net Assets 2012: $526,7032012Assets 2013: $641,386Liabilities 2013: $104,559Net Assets 2013: $536,8272013Assets 2014: $5,972,483Liabilities 2014: $5,440,315Net Assets 2014: $532,1682014Assets 2015: $5,799,409Liabilities 2015: $5,305,042Net Assets 2015: $494,3672015Assets 2016: $5,729,872Liabilities 2016: $5,240,853Net Assets 2016: $489,0192016Assets 2017: $5,437,895Liabilities 2017: $4,819,567Net Assets 2017: $618,3282017Assets 2018: $5,526,027Liabilities 2018: $4,747,351Net Assets 2018: $778,6762018Assets 2019: $5,613,565Liabilities 2019: $4,677,063Net Assets 2019: $936,5022019Assets 2020: $5,910,827Liabilities 2020: $4,618,447Net Assets 2020: $1,292,3802020Assets 2021: $6,357,930Liabilities 2021: $4,846,298Net Assets 2021: $1,511,6322021Assets 2022: $6,555,743Liabilities 2022: $4,643,791Net Assets 2022: $1,911,9522022Assets 2023: $7,414,013Liabilities 2023: $4,601,400Net Assets 2023: $2,812,6132023Assets 2024: $8,968,117Liabilities 2024: $5,269,925Net Assets 2024: $3,698,1922024

Highlighted filing

2017

Assets$5,437,895
Liabilities$4,819,567
Net Assets$618,328
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,404,392Expenses 2011: $2,379,259Net Income 2011: $25,1332011Revenue 2012: $2,386,050Expenses 2012: $2,383,052Net Income 2012: $2,9982012Revenue 2013: $2,328,015Expenses 2013: $2,317,891Net Income 2013: $10,1242013Revenue 2014: $2,505,649Expenses 2014: $2,510,308Net Income 2014: -$4,6592014Revenue 2015: $2,521,029Expenses 2015: $2,558,830Net Income 2015: -$37,8012015Revenue 2016: $2,641,803Expenses 2016: $2,647,151Net Income 2016: -$5,3482016Revenue 2017: $2,762,100Expenses 2017: $2,632,791Net Income 2017: $129,3092017Revenue 2018: $2,993,781Expenses 2018: $2,833,433Net Income 2018: $160,3482018Revenue 2019: $3,222,831Expenses 2019: $3,065,005Net Income 2019: $157,8262019Revenue 2020: $3,371,517Expenses 2020: $3,015,639Net Income 2020: $355,8782020Revenue 2021: $3,774,538Expenses 2021: $3,307,481Net Income 2021: $467,0572021Revenue 2022: $4,166,015Expenses 2022: $3,765,695Net Income 2022: $400,3202022Revenue 2023: $4,829,389Expenses 2023: $3,928,728Net Income 2023: $900,6612023Revenue 2024: $5,559,046Expenses 2024: $4,673,467Net Income 2024: $885,5792024

Highlighted filing

2017

Revenue$2,762,100
Expenses$2,632,791
Net Income$129,309
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 23, 2018
Return Version
2016v3.0
Gross Receipts
$2,762,100
Mission and Program Overview

Mission

To provide a meaningful educational experience utilizing service-learning and dual-language instruction to inspire students.

The education of students k-6.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,484,101$4,345,299▼ $138,802
Savings and Temporary Cash Investments$555,713$560,891▲ $5,178
Cash and Non-Interest-Bearing Accounts$341,746$467,522▲ $125,776
Prepaid Expenses and Deferred Charges$318,404--
Accounts Receivable$29,908$64,183▲ $34,275
Total Assets$5,729,872$5,437,895▼ $291,977
Liabilities
Tax Exempt Bond Liabilities$5,071,972$4,673,416▼ $398,556
Accounts Payable and Accrued Expenses$168,881$146,151▼ $22,730
Total Liabilities$5,240,853$4,819,567▼ $421,286
Net Assets / Fund Balance
Unrestricted Net Assets$489,019$618,328▲ $129,309
Total Net Assets Fund Balance$489,019$618,328▲ $129,309
Total Liabilities and Net Assets / Fund Balance$5,729,872$5,437,895▼ $291,977

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,627,714$406,442-
Land$525,844--
Equipment$72,669$102,405-
Leasehold Improvements$119,072$55,079-
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Megan TriplettBoard President
Juan Arce-larretaBoard Member
Lani RoundsBoard Member
Mark CliffordBoard Member
Wendy TibbittsBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestManagement Services290 N FLINT STREET, Kaysville, UT 84037$166,800
Revenue and Support

Revenue Composition

Contributions and Grants
$2,534,692
Program Service Revenue
$220,899
Investment Income
$6,509
Other Revenue
$0
All Other Contributions
$2,405,106
Change in Net Assets
$129,309

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,762,100
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,762,100
Total Revenue per Form 990
$2,762,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,632,791
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
Interest-$237,433-$237,433
Fees for Services Management-$166,800-$166,800
Depreciation Depletion-$158,651-$158,651
All Other Expenses$57,994$65,023-$123,017
Fees for Services Other$24,822$26,613-$51,435
Other Expenses$660$48,767-$49,427
Office Expenses$35,488$7,470-$42,958
Information Technology$20,022$14,525-$34,547
Insurance-$8,492-$8,492
Occupancy-$325-$325
Advertising$302--$302
Travel-$75-$75
Total Functional Expenses$1,710,938$921,853$0$2,632,791

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,632,791
Total Expenses per Audited Statements$2,632,791
Total Expenses per Form 990$2,632,791
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah State Finance Authority2013-06-15$5,020,000Acquisition of school building and land
BUtah State Finance Authority2013-06-15$285,000Acquisition of school building and land

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,020,000--$371,888
B$285,000--$38,576

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
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, Part VI, Section B, Line 11B

“The tax return is reviewed by the board, compared with the audited financial statements, then signed and submitted to the irs.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest, if any, are discussed at monthly board meetings.”

Form 990, Part VI, Section B, Line 15A

“School principal's salary is determined by the board based on experience and salaries at similarly sized charter schools.”

Form 990, Part VI, Section C, Line 19

“Documents required to be available for public inspection are available to the public upon request during the organization's business hours.”

Filing and Contact Details

Filer

Filer Name
Wasatch Peak Academy
EIN
11-3738851
Phone
8019363066
Address
414 N CUTLER DRIVE, NORTH SALT LAKE CITY, UT 84054

Signing Officer

Name
Megan Triplett
Title
President
Phone
8019363066
Signed
2018-04-23

Organization Details

Principal Officer
Megan Triplett
Formed
2005
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
10

Preparer

Firm
Academica West
Address
290 NORTH FLINT STREET, KAYSVILLE, UT 84037
Preparer
Ryan H Smith
Phone
8014449378
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

“All payroll and payroll related expenses are paid by a-plus benefits of idaho, inc. (ein 84-1374112). As such, a-plus benefits submits payroll tax filings under their employer tax identification number for all withholding and payroll activity.”

FORM 990, PART XII, LINE 2C:

“The board of directors acts as an oversight committee for the independent auditors.”

FORM 990, PART XII, LINE 2C:

“The board of directors votes on an audit committee. Committee members are reviewed annually and modified as needed.”

Financial Statement Notes

PART X, LINE 2:

“The organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

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IRS990ScheduleD/EquipmentGrp/BookValueAmt072669
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0102405
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0175074
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02632791
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0525844
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0525844
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0119072
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt055079
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0174151
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02762100
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04345299
IRS990ScheduleD/TotalExpensesPerForm990Amt02632791
IRS990ScheduleD/TotalRevenuePerForm990Amt02762100
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02762100
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02632791
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A STATE FUNDED CHARTER SCHOOL AND THUS FOLLOWS ALL FEDERAL AND STATE NONDISCRIMINATION POLICIES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS STATE FUNDED AND DOES NOT SOLICIT DONATIONS OR CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd1B
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02013-06-15
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12013-06-15
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN1261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum0NONEAVAIL
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum1NONEAVAIL
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt05020000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt1285000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH STATE FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1UTAH STATE FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0ACQUISITION OF SCHOOL BUILDING AND LAND
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1ACQUISITION OF SCHOOL BUILDING AND LAND
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd11
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt04560000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd11
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0553128
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0371888
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt138576
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02013
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr12013
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt05020000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt1285000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL PAYROLL AND PAYROLL RELATED EXPENSES ARE PAID BY A-PLUS BENEFITS OF IDAHO, INC. (EIN 84-1374112). AS SUCH, A-PLUS BENEFITS SUBMITS PAYROLL TAX FILINGS UNDER THEIR EMPLOYER TAX IDENTIFICATION NUMBER FOR ALL WITHHOLDING AND PAYROLL ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED BY THE BOARD, COMPARED WITH THE AUDITED FINANCIAL STATEMENTS, THEN SIGNED AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED AT MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL PRINCIPAL'S SALARY IS DETERMINED BY THE BOARD BASED ON EXPERIENCE AND SALARIES AT SIMILARLY SIZED CHARTER SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING THE ORGANIZATION'S BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ACTS AS AN OVERSIGHT COMMITTEE FOR THE INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS VOTES ON AN AUDIT COMMITTEE. COMMITTEE MEMBERS ARE REVIEWED ANNUALLY AND MODIFIED AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt05071972
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt04673416
IRS990/TaxExemptBondsInd01
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05729872
IRS990/TotalAssetsEOYAmt05437895
IRS990/TotalAssetsGrp/BOYAmt05729872
IRS990/TotalAssetsGrp/EOYAmt05437895
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02534692
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0921853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01710938
IRS990/TotalFunctionalExpensesGrp/TotalAmt02632791

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,437,895
Liabilities
$4,819,567
Net assets
$618,328
Revenue
$2,762,100
Expenses
$2,632,791
Net income
$129,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.97$5.27$3.70$5.56$4.67$0.89
2023Detailed filing. Detailed filing data is available for this year.$7.41$4.60$2.81$4.83$3.93$0.90
2022Detailed filing. Detailed filing data is available for this year.$6.56$4.64$1.91$4.17$3.77$0.40
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.36$4.85$1.51$3.77$3.31$0.47
2020Detailed filing. Detailed filing data is available for this year.$5.91$4.62$1.29$3.37$3.02$0.36
2019Detailed filing. Detailed filing data is available for this year.$5.61$4.68$0.94$3.22$3.07$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.53$4.75$0.78$2.99$2.83$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.44$4.82$0.62$2.76$2.63$0.13
2016Summary only. Only limited summary data is available for this year.$5.73$5.24$0.49$2.64$2.65$0.01
2015Summary only. Only limited summary data is available for this year.$5.80$5.31$0.49$2.52$2.56$0.04
2014Summary only. Only limited summary data is available for this year.$5.97$5.44$0.53$2.51$2.51$0.00
2013Summary only. Only limited summary data is available for this year.$0.64$0.10$0.54$2.33$2.32$0.01
2012Summary only. Only limited summary data is available for this year.$0.66$0.13$0.53$2.39$2.38$0.00
2011Summary only. Only limited summary data is available for this year.$0.69$0.17$0.52$2.40$2.38$0.03