Civic Intelligence

Wasatch Peak Academy Inc.

990 • Fiscal year 2023 • EIN 11-3738851

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 17, 2024

414 N Cutler DriveNorth Salt Lake, UT 84054

(801) 936-3066

Siviq Scores

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

Liabilities / Assets

84th percentile

0.62x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.95x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$7,414,013

Up $858,270 (+13%) from 2022

Net Assets

Up

$2,812,613

Up $900,661 (+47%) from 2022

Liabilities

Down

$4,601,400

Down $42,391 (-0.9%) from 2022

Revenue

Up

$4,829,389

Up $663,374 (+16%) from 2022

Expenses

Up

$3,928,728

Up $163,033 (+4.3%) from 2022

Net Income

Up

$900,661

Up $500,341 (+125%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$7,414,013
Liabilities$4,601,400
Net Assets$2,812,613

Operations Trend

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

2023

Revenue$4,829,389
Expenses$3,928,728
Net Income$900,661
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 17, 2024
Return Version
2022v5.0
Gross Receipts
$4,829,389
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 grades k-6.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,865,701$4,047,859▲ $182,158
Investments in Publicly Traded Securities$1,321,522$1,827,930▲ $506,408
Cash and Non-Interest-Bearing Accounts$1,321,592$1,514,711▲ $193,119
Pledges and Grants Receivable$43,719$20,022▼ $23,697
Accounts Receivable$3,209$3,491▲ $282
Total Assets$6,555,743$7,414,013▲ $858,270
Liabilities
Tax Exempt Bond Liabilities$4,442,798$4,324,496▼ $118,302
Accounts Payable and Accrued Expenses$200,993$276,904▲ $75,911
Total Liabilities$4,643,791$4,601,400▼ $42,391
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,060,470$1,568,350▲ $507,880
Net Assets Without Donor Restrictions$851,482$1,244,263▲ $392,781
Total Net Assets Fund Balance$1,911,952$2,812,613▲ $900,661
Total Liabilities and Net Assets / Fund Balance$6,555,743$7,414,013▲ $858,270

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,400,478$1,206,869$4,607,347
Land$525,844-$525,844
Equipment$121,537$123,842$245,379
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marlowe WolferstanBoard President
Brad WyattBoard Member
Emily WilleyBoard Member
Jennifer RoyallBoard Member
Megan TriplettBoard Member
Paul FranzenBoard Member
Wendy TibbittsBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestConsulting Services290 N FLINT STREET, Kaysville, UT 84037$204,130
Revenue and Support

Revenue Composition

Contributions and Grants
$4,667,081
Program Service Revenue
$114,186
Investment Income
$48,122
Other Revenue
$0
All Other Contributions
$26,276
Change in Net Assets
$900,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,829,389
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,829,389
Total Revenue per Form 990
$4,829,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,928,728
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$65,108$236,760-$301,868
All Other Expenses$239,332$27,916-$267,248
Interest$216,100--$216,100
Depreciation Depletion$213,107--$213,107
Other Expenses$71,865$19,449-$91,314
Occupancy$38,559--$38,559
Advertising$1,481$19,490-$20,971
Fees for Services Accounting-$13,950-$13,950
Insurance-$10,850-$10,850
Travel$1,413$268-$1,681
Total Functional Expenses$3,271,079$657,649$0$3,928,728

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,928,728
Total Expenses per Audited Statements$3,928,728
Total Expenses per Form 990$3,928,728
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 Charter School Finance Authority2013-07-23$5,060,999Acquisition of school building and land

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,060,999$75,300$715,999$100,400

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
Yes
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
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 A, Line 8B

There is no committee with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The tax return is reviewed by the director and an independent business manager before the return is filed. The board reviews the return at the next board meeting, after the return has been filed.

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, UT 84054

Signing Officer

Name
Marlowe Wolferstan
Title
Board President
Phone
8019363066
Signed
2024-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marlowe Wolferstan
Formed
2005
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Kyle Fritch CPA
Phone
8015322200
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

All payroll and payroll related expenses are paid by helpside inc. (ein 84-1374112). As such, helpside inc. Submits payroll tax filings under their employer tax identification number for all withholding and payroll activity.

Form 990, Part IX, Line 24E

School breakfast & lunch program: program service expenses 65,895. Management and general expenses 0. Fundraising expenses 0. Total expenses 65,895. Utilities: program service expenses 51,223. Management and general expenses 8,112. Fundraising expenses 0. Total expenses 59,335. Field trips: program service expenses 48,773. Management and general expenses 951. Fundraising expenses 0. Total expenses 49,724. Dues and fees: program service expenses 32,255. Management and general expenses 4,935. Fundraising expenses 0. Total expenses 37,190. Printed and published materials: program service expenses 23,452. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,452. Professional development: program service expenses 13,705. Management and general expenses 1,020. Fundraising expenses 0. Total expenses 14,725. Equipment: program service expenses 0. Management and general expenses 12,898. Fundraising expenses 0. Total expenses 12,898. Online curriculum: program service expenses 4,029. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,029.

Form 990, Part XII, Line 2C

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

Form 990, Part XII, Line 2C

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

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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt043719
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020022
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARLOWE WOLFERSTAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0114186
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0114186
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04122778
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05780
IRS990/PYOtherExpensesAmt03765695
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt037457
IRS990/PYRevenuesLessExpensesAmt0400320
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03765695
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04166015
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0900661
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0114186
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03400478
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01206869
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04607347
IRS990ScheduleD/EquipmentGrp/BookValueAmt0121537
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0123842
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0245379
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03928728
IRS990ScheduleD/LandGrp/BookValueAmt0525844
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0525844
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04829389
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04047859
IRS990ScheduleD/TotalExpensesPerForm990Amt03928728
IRS990ScheduleD/TotalRevenuePerForm990Amt04829389
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04829389
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03928728
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
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/ExplanationTxt2THE ORGANIZATION RECEIVES STATE AND FEDERAL FUNDING TO OPERATE THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02013-07-23
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TFD0
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt05060999
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0ACQUISITION OF SCHOOL BUILDING AND LAND
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.00000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt04562098
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0340750
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0100400
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt075300
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0715999
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02013
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt05060999
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL PAYROLL AND PAYROLL RELATED EXPENSES ARE PAID BY HELPSIDE INC. (EIN 84-1374112). AS SUCH, HELPSIDE INC. SUBMITS PAYROLL TAX FILINGS UNDER THEIR EMPLOYER TAX IDENTIFICATION NUMBER FOR ALL WITHHOLDING AND PAYROLL ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY THE DIRECTOR AND AN INDEPENDENT BUSINESS MANAGER BEFORE THE RETURN IS FILED. THE BOARD REVIEWS THE RETURN AT THE NEXT BOARD MEETING, AFTER THE RETURN HAS BEEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED AT MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL PRINCIPAL'S SALARY IS DETERMINED BY THE BOARD BASED ON EXPERIENCE AND SALARIES AT SIMILARLY SIZED CHARTER SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING THE ORGANIZATION'S BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL BREAKFAST & LUNCH PROGRAM: PROGRAM SERVICE EXPENSES 65,895. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,895. UTILITIES: PROGRAM SERVICE EXPENSES 51,223. MANAGEMENT AND GENERAL EXPENSES 8,112. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,335. FIELD TRIPS: PROGRAM SERVICE EXPENSES 48,773. MANAGEMENT AND GENERAL EXPENSES 951. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,724. DUES AND FEES: PROGRAM SERVICE EXPENSES 32,255. MANAGEMENT AND GENERAL EXPENSES 4,935. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,190. PRINTED AND PUBLISHED MATERIALS: PROGRAM SERVICE EXPENSES 23,452. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,452. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 13,705. MANAGEMENT AND GENERAL EXPENSES 1,020. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,725. EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,898. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,898. ONLINE CURRICULUM: PROGRAM SERVICE EXPENSES 4,029. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,029.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS VOTES ON AN AUDIT COMMITTEE. COMMITTEE MEMBERS ARE REVIEWED ANNUALLY AND MODIFIED AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD OF DIRECTORS ACTS AS AN OVERSIGHT COMMITTEE FOR THE INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt04442798
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt04324496
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06555743
IRS990/TotalAssetsEOYAmt07414013
IRS990/TotalAssetsGrp/BOYAmt06555743
IRS990/TotalAssetsGrp/EOYAmt07414013
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04667081
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0657649
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03271079
IRS990/TotalFunctionalExpensesGrp/TotalAmt03928728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04643791
IRS990/TotalLiabilitiesEOYAmt04601400

Document Assets

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Filings

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