Civic Intelligence

Wasatch Peak Academy Inc.

990 • Fiscal year 2025 • EIN 11-3738851

Jul 01, 2024 to Jun 30, 2025 • Filed on Apr 10, 2026

Organization ProfileWWW.WASATCHPEAK.ORG
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.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

1.12x

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

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

60th percentile

9.5%

Higher net margin than 60% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

89th percentile

27%

Faster asset growth than 89% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$11,372,060

Up $2,403,943 (+27%) from 2024

Net Assets

Up

$4,300,240

Up $602,048 (+16%) from 2024

Liabilities

Up

$7,071,820

Up $1,801,895 (+34%) from 2024

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin60th percentile

Revenue

Up

$6,340,550

Up $781,504 (+14%) from 2024

Expenses

Up

$5,738,502

Up $1,065,035 (+23%) from 2024

Net Income

Down

$602,048

Down $283,531 (-32%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$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: $3,698,1922024Assets 2025: $11,372,060Liabilities 2025: $7,071,820Net Assets 2025: $4,300,2402025

Highlighted filing

2025

Assets$11,372,060
Liabilities$7,071,820
Net Assets$4,300,240
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$8.0M$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: $885,5792024Revenue 2025: $6,340,550Expenses 2025: $5,738,502Net Income 2025: $602,0482025

Highlighted filing

2025

Revenue$6,340,550
Expenses$5,738,502
Net Income$602,048
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 10, 2026
Return Version
2024v5.5
Gross Receipts
$6,340,550
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$5,431,933$6,493,832▲ $1,061,899
Investments in Publicly Traded Securities$3,040,524$3,848,095▲ $807,571
Savings and Temporary Cash Investments$373,514$805,640▲ $432,126
Pledges and Grants Receivable$55,426$195,485▲ $140,059
Accounts Receivable$2,379$29,008▲ $26,629
Total Assets$8,968,117$11,372,060▲ $2,403,943
Other Assets Total$64,341$0▼ $64,341
Liabilities
Tax Exempt Bond Liabilities$4,201,155$6,384,664▲ $2,183,509
Accounts Payable and Accrued Expenses$1,024,827$537,156▼ $487,671
Mortgage Notes Payable Secured by Investment Property-$150,000-
Other Liabilities$43,943$0▼ $43,943
Total Liabilities$5,269,925$7,071,820▲ $1,801,895
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,085,880$2,445,485▲ $359,605
Net Assets With Donor Restrictions$1,612,312$1,854,755▲ $242,443
Total Net Assets Fund Balance$3,698,192$4,300,240▲ $602,048
Total Liabilities and Net Assets / Fund Balance$8,968,117$11,372,060▲ $2,403,943

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,450,775$1,615,930$7,066,705
Land$525,844-$525,844
Equipment$312,750$191,709$504,459
Other Land Buildings$204,463-$204,463
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Marlowe WolferstanBoard President
Emily WilleyBoard Vice Chair
Katie JonesBoard Member
Kristin KanoBoard Member
Tristan CarlisleBoard Member
Jennifer RoyallBoard Secretary
Brad WyattFinancial Coordinator

Highest Paid Contractors

ContractorServicesLocationCompensation
Stout Building ContractorsConstruction Services1113 S 500 W, Bountiful, UT 84010$1,353,424
Academica WestConsulting Services290 N FLINT STREET, Kaysville, UT 84037$233,772
Revenue and Support

Revenue Composition

Contributions and Grants
$6,022,180
Program Service Revenue
$170,793
Investment Income
$147,577
Other Revenue
$0
All Other Contributions
$5,356
Change in Net Assets
$602,048

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,340,550
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,340,550
Total Revenue per Form 990
$6,340,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,738,502
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
Depreciation Depletion$377,210--$377,210
Interest$272,385--$272,385
Fees for Services Management$17,793$230,674-$248,467
All Other Expenses$196,515$36,309-$232,824
Occupancy$167,045$6,164-$173,209
Other Expenses$170,999$94,148-$170,999
Fees for Services Other$63,998$56,053-$120,051
Information Technology$56,187$18,220-$74,407
Insurance$21,932$14,220-$36,152
Advertising$5,510$14,359-$19,869
Fees for Services Accounting-$14,980-$14,980
Travel$2,667--$2,667
Total Functional Expenses$4,511,331$1,227,171$0$5,738,502

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,738,502
Total Expenses per Audited Statements$5,738,502
Total Expenses per Form 990$5,738,502
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 Authority2024-11-12$6,431,780Acquisition, construction, and equipping of facilities; refund s2013 bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$6,431,780$3,857,962-$123,809

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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Academica west, an unrelated organization, performs management and administrative duties for the school. Compensation paid to academica west for these services for the calendar year ended december 31, 2024 was $233,772.”

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 board president 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

“Compensation for school employees is annually reviewed and approved by the board of directors. Compensation amounts is determined by the board based on experience and salaries at similarly sized organizations.”

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
2026-04-10
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 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/NetAssetsOrFundBalancesEOYAmt04300240
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02085880
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02445485
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06164
IRS990/OccupancyGrp/ProgramServicesAmt0167045
IRS990/OccupancyGrp/TotalAmt0173209
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt064341
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEE WAGES
IRS990/OtherExpensesGrp/Desc1LEASED EMPLOYEE BENEFIT
IRS990/OtherExpensesGrp/Desc2SUPPLIES & MATERIALS
IRS990/OtherExpensesGrp/Desc3EDUCATION MATERIAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0615209
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1126835
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt294148
IRS990/OtherExpensesGrp/ProgramServicesAmt02194025
IRS990/OtherExpensesGrp/ProgramServicesAmt1554219
IRS990/OtherExpensesGrp/ProgramServicesAmt2410846
IRS990/OtherExpensesGrp/ProgramServicesAmt3170999
IRS990/OtherExpensesGrp/TotalAmt02809234
IRS990/OtherExpensesGrp/TotalAmt1681054
IRS990/OtherExpensesGrp/TotalAmt2504994
IRS990/OtherExpensesGrp/TotalAmt3170999
IRS990/OtherLiabilitiesGrp/BOYAmt043943
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt055426
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0195485
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARLOWE WOLFERSTAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0170793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0170793
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05294074
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0122949
IRS990/PYOtherExpensesAmt04673467
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0142023
IRS990/PYRevenuesLessExpensesAmt0885579
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04673467
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05559046
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0602048
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0170793
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0373514
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0805640
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05450775
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01615930
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07066705
IRS990ScheduleD/EquipmentGrp/BookValueAmt0312750
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0191709
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0504459
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05738502
IRS990ScheduleD/LandGrp/BookValueAmt0525844
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0525844
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0204463
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0204463
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06340550
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06493832
IRS990ScheduleD/TotalExpensesPerForm990Amt05738502
IRS990ScheduleD/TotalRevenuePerForm990Amt06340550
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06340550
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05738502
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/BondIssuedDt02024-11-12
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754T3B7
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt06431780
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0ACQUISITION, CONSTRUCTION, AND EQUIPPING OF FACILITIES; REFUND S2013 BONDS
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/CapitalExpendituresAmt02035009
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0415000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0123809
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt03857962
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt06431780
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/ExplanationTxt1ACADEMICA WEST, AN UNRELATED ORGANIZATION, PERFORMS MANAGEMENT AND ADMINISTRATIVE DUTIES FOR THE SCHOOL. COMPENSATION PAID TO ACADEMICA WEST FOR THESE SERVICES FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2024 WAS $233,772.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURN IS REVIEWED BY THE BOARD PRESIDENT 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/ExplanationTxt4CONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED AT MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR SCHOOL EMPLOYEES IS ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION AMOUNTS IS DETERMINED BY THE BOARD BASED ON EXPERIENCE AND SALARIES AT SIMILARLY SIZED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING THE ORGANIZATION'S BUSINESS HOURS.
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 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
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/BOYAmt04201155
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt06384664
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,372,060
Liabilities
$7,071,820
Net assets
$4,300,240
Revenue
$6,340,550
Expenses
$5,738,502
Net income
$602,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.4$7.07$4.30$6.34$5.74$0.60
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