Civic Intelligence

North Star Academy

990 • Fiscal year 2017 • EIN 13-4290294

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

Organization ProfileWWW.NORTH-STARACADEMY.COM
2920 West 14000 SouthBluffdale, UT 84065

(801) 302-9579

Siviq Scores

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

Liabilities / Assets

91st percentile

0.97x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

2.02x

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

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

Net Margin

58th percentile

5.4%

Higher net margin than 58% 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

24th percentile

-2.5%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

55th percentile

6.4%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$7,667,802

Down $195,725 (-2.5%) from 2016

Net Assets

Up

$255,314

Up $196,413 (+333%) from 2016

Liabilities

Down

$7,412,488

Down $392,138 (-5.0%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin58th percentile

Revenue

Up

$3,666,556

Up $221,690 (+6.4%) from 2016

Expenses

Up

$3,470,143

Up $115,776 (+3.5%) from 2016

Net Income

Up

$196,413

Up $105,914 (+117%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $8,439,212Liabilities 2011: $8,076,374Net Assets 2011: $362,8382011Assets 2012: $8,275,791Liabilities 2012: $8,022,225Net Assets 2012: $253,5662012Assets 2013: $8,174,852Liabilities 2013: $8,025,610Net Assets 2013: $149,2422013Assets 2014: $7,999,223Liabilities 2014: $7,954,178Net Assets 2014: $45,0452014Assets 2015: $7,844,796Liabilities 2015: $7,876,394Net Assets 2015: -$31,5982015Assets 2016: $7,863,527Liabilities 2016: $7,804,626Net Assets 2016: $58,9012016Assets 2017: $7,667,802Liabilities 2017: $7,412,488Net Assets 2017: $255,3142017Assets 2018: $7,753,840Liabilities 2018: $7,361,149Net Assets 2018: $392,6912018Assets 2019: $7,927,041Liabilities 2019: $7,299,722Net Assets 2019: $627,3192019Assets 2020: $8,000,906Liabilities 2020: $7,221,744Net Assets 2020: $779,1622020Assets 2021: $8,879,619Liabilities 2021: $8,120,888Net Assets 2021: $758,7312021Assets 2022: $9,390,604Liabilities 2022: $7,862,842Net Assets 2022: $1,527,7622022Assets 2023: $9,857,083Liabilities 2023: $7,651,931Net Assets 2023: $2,205,1522023Assets 2024: $10,318,339Liabilities 2024: $7,387,526Net Assets 2024: $2,930,8132024

Highlighted filing

2017

Assets$7,667,802
Liabilities$7,412,488
Net Assets$255,314
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,087,252Expenses 2011: $3,290,399Net Income 2011: -$203,1472011Revenue 2012: $3,176,293Expenses 2012: $3,285,565Net Income 2012: -$109,2722012Revenue 2013: $3,168,666Expenses 2013: $3,272,990Net Income 2013: -$104,3242013Revenue 2014: $3,323,006Expenses 2014: $3,427,203Net Income 2014: -$104,1972014Revenue 2015: $3,322,394Expenses 2015: $3,399,037Net Income 2015: -$76,6432015Revenue 2016: $3,444,866Expenses 2016: $3,354,367Net Income 2016: $90,4992016Revenue 2017: $3,666,556Expenses 2017: $3,470,143Net Income 2017: $196,4132017Revenue 2018: $3,839,969Expenses 2018: $3,702,592Net Income 2018: $137,3772018Revenue 2019: $4,085,196Expenses 2019: $3,850,568Net Income 2019: $234,6282019Revenue 2020: $4,245,820Expenses 2020: $4,093,977Net Income 2020: $151,8432020Revenue 2021: $4,707,573Expenses 2021: $4,503,015Net Income 2021: $204,5582021Revenue 2022: $4,969,309Expenses 2022: $4,200,278Net Income 2022: $769,0312022Revenue 2023: $5,430,977Expenses 2023: $4,753,587Net Income 2023: $677,3902023Revenue 2024: $5,808,874Expenses 2024: $5,083,213Net Income 2024: $725,6612024

Highlighted filing

2017

Revenue$3,666,556
Expenses$3,470,143
Net Income$196,413
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
$3,666,556
Mission and Program Overview

Mission

To engage and inspire students to achieve their highest potential through a safe, challenging, and individualized learning environment.

The education of students grades k-9.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,966,781$5,780,074▼ $186,707
Savings and Temporary Cash Investments$972,438$994,789▲ $22,351
Cash and Non-Interest-Bearing Accounts$603,528$848,494▲ $244,966
Prepaid Expenses and Deferred Charges$280,853--
Accounts Receivable$39,927$44,445▲ $4,518
Total Assets$7,863,527$7,667,802▼ $195,725
Liabilities
Tax Exempt Bond Liabilities$7,406,619$7,055,204▼ $351,415
Accounts Payable and Accrued Expenses$398,007$357,284▼ $40,723
Total Liabilities$7,804,626$7,412,488▼ $392,138
Net Assets / Fund Balance
Unrestricted Net Assets$58,901$255,314▲ $196,413
Total Net Assets Fund Balance$58,901$255,314▲ $196,413
Total Liabilities and Net Assets / Fund Balance$7,863,527$7,667,802▼ $195,725

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,592,857$917,143-
Land$860,000--
Equipment$327,217$268,550-
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Sidney WarnickBoard President
Trudy SorensonBoard President
Jamie Van LeuvenBoard Member
Lauri LundBoard Member
Tona NielsenBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestManagement Services290 N FLINT STREET, Kaysville, UT 84037$190,000
Revenue and Support

Revenue Composition

Contributions and Grants
$3,317,032
Program Service Revenue
$347,679
Investment Income
$1,845
Other Revenue
$0
All Other Contributions
$3,199,953
Change in Net Assets
$196,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,666,556
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,666,556
Total Revenue per Form 990
$3,666,556
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,470,143
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-$505,887-$505,887
Depreciation Depletion-$219,245-$219,245
Fees for Services Management-$190,000-$190,000
All Other Expenses$43,867$64,932-$108,799
Office Expenses$68,798$12,830-$81,628
Other Expenses$112,273$71,985-$71,985
Fees for Services Other$48,400$22,390-$70,790
Information Technology$33,684$14,799-$48,483
Insurance-$10,297-$10,297
Travel$91$2,040-$2,131
Advertising$157$498-$655
Total Functional Expenses$2,112,132$1,358,011$0$3,470,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,470,143
Total Expenses per Audited Statements$3,470,143
Total Expenses per Form 990$3,470,143
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 Charter School Finance Authority2010-12-21$7,425,000Acquisition and purchase of school building and land
BUtah State Charter School Finance Authority2010-12-21$215,000Acquisition and purchase of school building and land

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,425,000--$147,800
B$215,000--$215,151

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

“The board determines school principal salary based on experience and salaries at similar 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 business hours of the organization.”

Filing and Contact Details

Filer

Filer Name
North Star Academy
EIN
13-4290294
Phone
8013029579
Address
2920 WEST 14000 SOUTH, BLUFFDALE, UT 84065

Signing Officer

Name
Trudy Sorenson
Title
Board Member
Phone
8013029579
Signed
2018-04-23

Organization Details

Principal Officer
Trudy Sorenson
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 anually 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/BookValueAmt0327217
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0268550
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0595767
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03470143
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0860000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0860000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03666556
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/TotalBookValueLandBuildingsAmt05780074
IRS990ScheduleD/TotalExpensesPerForm990Amt03470143
IRS990ScheduleD/TotalRevenuePerForm990Amt03666556
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03666556
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03470143
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/BondIssuedDt02010-12-21
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12010-12-21
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/IssuePriceAmt07425000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt1215000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH STATE CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1UTAH STATE CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0ACQUISITION AND PURCHASE OF SCHOOL BUILDING AND LAND
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1ACQUISITION AND PURCHASE 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/CapitalExpendituresAmt06680000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt1349
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd11
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0948442
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0147800
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt1215151
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02010
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr12010
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt07425000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt1215000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 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.
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/ExplanationTxt3THE BOARD DETERMINES SCHOOL PRINCIPAL SALARY BASED ON EXPERIENCE AND SALARIES AT SIMILAR SIZED CHARTER SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING BUSINESS HOURS OF THE ORGANIZATION.
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 ANUALLY AND MODIFIED AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
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/BOYAmt07406619
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt07055204
IRS990/TaxExemptBondsInd01
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07863527
IRS990/TotalAssetsEOYAmt07667802
IRS990/TotalAssetsGrp/BOYAmt07863527
IRS990/TotalAssetsGrp/EOYAmt07667802
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03317032
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01358011
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02112132
IRS990/TotalFunctionalExpensesGrp/TotalAmt03470143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07804626
IRS990/TotalLiabilitiesEOYAmt07412488

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
$7,667,802
Liabilities
$7,412,488
Net assets
$255,314
Revenue
$3,666,556
Expenses
$3,470,143
Net income
$196,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$7.39$2.93$5.81$5.08$0.73
2023Summary only. Only limited summary data is available for this year.$9.86$7.65$2.21$5.43$4.75$0.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.39$7.86$1.53$4.97$4.20$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.88$8.12$0.76$4.71$4.50$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.00$7.22$0.78$4.25$4.09$0.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.93$7.30$0.63$4.09$3.85$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$7.36$0.39$3.84$3.70$0.14
2017Detailed filing. Detailed filing data is available for this year.$7.67$7.41$0.26$3.67$3.47$0.20
2016Summary only. Only limited summary data is available for this year.$7.86$7.80$0.06$3.44$3.35$0.09
2015Summary only. Only limited summary data is available for this year.$7.84$7.88$0.03$3.32$3.40$0.08
2014Summary only. Only limited summary data is available for this year.$8.00$7.95$0.05$3.32$3.43$0.10
2013Summary only. Only limited summary data is available for this year.$8.17$8.03$0.15$3.17$3.27$0.10
2012Summary only. Only limited summary data is available for this year.$8.28$8.02$0.25$3.18$3.29$0.11
2011Summary only. Only limited summary data is available for this year.$8.44$8.08$0.36$3.09$3.29$0.20