Civic Intelligence

Lincoln Academy

EIN 20-2344918 • 501(c)3 • Pleasant Grove, UT

View Organization Page

Profile

To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.

1582 West 3300 NorthPleasant Grove, UT 84062

www.lincoln-academy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.72x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

1.36x

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

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

54th percentile

6.1%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

1.1%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

6.3%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$18,215,109

Up $192,907 (+1.1%) from 2022

Liabilities

Down

$13,152,392

Down $397,741 (-2.9%) from 2022

Net Assets

Up

$5,062,717

Up $590,648 (+13%) from 2022

Operations
Liabilities / Revenue84th percentileNet Margin54th percentile

Revenue

Up

$9,677,727

Up $570,401 (+6.3%) from 2022

Expenses

Up

$9,087,079

Up $438,525 (+5.1%) from 2022

Net Income

Up

$590,648

Up $131,876 (+29%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $11,353,692Liabilities 2011: $10,280,671Net Assets 2011: $1,073,0212011Assets 2012: $11,375,452Liabilities 2012: $10,085,463Net Assets 2012: $1,289,9892012Assets 2013: $11,388,978Liabilities 2013: $9,818,447Net Assets 2013: $1,570,5312013Assets 2014: $18,429,166Liabilities 2014: $17,396,811Net Assets 2014: $1,032,3552014Assets 2015: $17,141,259Liabilities 2015: $15,816,852Net Assets 2015: $1,324,4072015Assets 2016: $17,067,244Liabilities 2016: $15,400,194Net Assets 2016: $1,667,0502016Assets 2017: $17,272,713Liabilities 2017: $15,194,271Net Assets 2017: $2,078,4422017Assets 2018: $17,621,134Liabilities 2018: $14,987,585Net Assets 2018: $2,633,5482018Assets 2019: $17,941,368Liabilities 2019: $14,766,315Net Assets 2019: $3,175,0532019Assets 2020: $18,123,063Liabilities 2020: $14,397,637Net Assets 2020: $3,725,4262020Assets 2021: $17,993,351Liabilities 2021: $13,980,054Net Assets 2021: $4,013,2972021Assets 2022: $18,022,202Liabilities 2022: $13,550,133Net Assets 2022: $4,472,0692022Assets 2023: $18,215,109Liabilities 2023: $13,152,392Net Assets 2023: $5,062,7172023

Highlighted filing

2023

Assets$18,215,109
Liabilities$13,152,392
Net Assets$5,062,717
Open 2023 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $3,748,4342011Expenses 2012: $3,810,6182012Expenses 2013: $3,837,8282013Revenue 2014: $4,420,018Expenses 2014: $4,572,097Net Income 2014: -$152,0792014Revenue 2015: $5,517,950Expenses 2015: $5,225,898Net Income 2015: $292,0522015Revenue 2016: $5,918,114Expenses 2016: $5,575,471Net Income 2016: $342,6432016Revenue 2017: $6,362,070Expenses 2017: $5,950,678Net Income 2017: $411,3922017Revenue 2018: $6,728,717Expenses 2018: $6,173,610Net Income 2018: $555,1072018Revenue 2019: $7,130,037Expenses 2019: $6,588,532Net Income 2019: $541,5052019Revenue 2020: $7,617,529Expenses 2020: $7,067,156Net Income 2020: $550,3732020Revenue 2021: $8,311,660Expenses 2021: $7,485,161Net Income 2021: $826,4992021Revenue 2022: $9,107,326Expenses 2022: $8,648,554Net Income 2022: $458,7722022Revenue 2023: $9,677,727Expenses 2023: $9,087,079Net Income 2023: $590,6482023

Highlighted filing

2023

Revenue$9,677,727
Expenses$9,087,079
Net Income$590,648
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$18,215,109
Liabilities
$13,152,392
Net assets
$5,062,717
Revenue
$9,677,727
Expenses
$9,087,079
Net income
$590,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$18.2$13.2$5.06$9.68$9.09$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$13.6$4.47$9.11$8.65$0.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$14.0$4.01$8.31$7.49$0.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$14.4$3.73$7.62$7.07$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$14.8$3.18$7.13$6.59$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$15.0$2.63$6.73$6.17$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$15.2$2.08$6.36$5.95$0.41
2016Detailed filing. Detailed filing data is available for this year.$17.1$15.4$1.67$5.92$5.58$0.34
2015Detailed filing. Detailed filing data is available for this year.$17.1$15.8$1.32$5.52$5.23$0.29
2014Summary only. Only limited summary data is available for this year.$18.4$17.4$1.03$4.42$4.57$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$9.82$1.57$3.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$10.1$1.29$3.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$10.3$1.07$3.75
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 24, 2023
Return Version
2021v4.0
Gross Receipts
$9,107,576
Mission and Program Overview

Mission

To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,563,471$12,159,950▼ $403,521
Savings and Temporary Cash Investments$4,446,310$5,015,357▲ $569,047
Cash and Non-Interest-Bearing Accounts$833,553$671,368▼ $162,185
Pledges and Grants Receivable$122,157$152,959▲ $30,802
Prepaid Expenses and Deferred Charges$24,370$15,049▼ $9,321
Accounts Receivable$3,490$7,519▲ $4,029
Total Assets$17,993,351$18,022,202▲ $28,851
Liabilities
Tax Exempt Bond Liabilities$13,415,000$13,055,000▼ $360,000
Deferred Revenue$319,516$289,618▼ $29,898
Accounts Payable and Accrued Expenses$220,181$181,277▼ $38,904
Other Liabilities$25,357$24,238▼ $1,119
Total Liabilities$13,980,054$13,550,133▼ $429,921
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,013,297$4,472,069▲ $458,772
Total Net Assets Fund Balance$4,013,297$4,472,069▲ $458,772
Total Liabilities and Net Assets / Fund Balance$17,993,351$18,022,202▲ $28,851

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,263,613$4,225,045$14,488,658
Land$1,723,645-$1,723,645
Equipment$172,692$569,578$742,270
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPrincipalFT$117,434$25,142$142,576

Board Members and Trustees

NameTitle
Scharman GrimmerPresident
Cherstyn StockwellBoard Member
Dave MerrickBoard Member
Jeremy HallBoard Member
Sarah ChaffinBoard Member
Cade CloseTreasurer
Samantha LeeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$8,711,049
Program Service Revenue
$272,053
Investment Income
$72,418
Other Revenue
$51,806
All Other Contributions
$64,318
Change in Net Assets
$458,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,107,326
Revenue Not Reported on Form 990
$250
Total Revenue per Audited Statements
$9,107,576
Total Revenue per Form 990
$9,107,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,757,469
Other Expenses$2,891,085
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,825,806$660,542-$4,486,348
Other Employee Benefits$387,939$246,959-$634,898
Interest$476,052$110,644-$586,696
Occupancy$412,071$84,581-$496,652
Depreciation Depletion$389,157$90,447-$479,604
Payroll Taxes$340,121--$340,121
Pension Plan Contributions$178,668--$178,668
Fees for Services Other$74,505$103,235-$177,740
Information Technology$95,129$67,509-$162,638
Current Officers, Directors, Trustees, and Key Employees-$117,434-$117,434
Travel$110,967--$110,967
Other Expenses$65,341$138,856-$65,341
Insurance$48,237--$48,237
All Other Expenses$12,276$10,851-$23,127
Advertising$4,174--$4,174
Total Functional Expenses$7,017,496$1,631,058$0$8,648,554

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,648,804
Expenses per Audited Statements$8,648,554
Total Expenses per Form 990$8,648,554
Expenses Not Reported on Form 990$250
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Melissa LeeflangFamily RelationEmployeeNo$79,765
Tressa EadsFamily RelationEmployeeNo$57,165
Levi CrocketFamily RelationEmployeeNo$54,525
Erin CrockettFamily RelationEmployeeNo$21,964
Terri RobertsFamily RelationEmployeeNo$18,720
Walker EadsFamily RelationEmployeeNo$16,000
Kalea LumFamily RelationEmployeeNo$7,804
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$24,238

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authori2014-03-04$15,633,561Refund bonds and additional construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$15,633,561--$307,670

Bond Financing Compliance

No rebate due
Yes
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
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The board reviews the form 990 for accuracy before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Board reviews and approves any transactions with related parties.”

Form 990, Page 6, Part VI, Line 15A

“The salary schedule for all employees, including the director, is compiled and reviewed annually by the board. Salaries are based upon position, education, and number of years of experience.”

Form 990, Page 6, Part VI, Line 15B

“The salary schedule for all employees, including the director, is compiled and reviewed annually by the board. Salaries are based upon position, education, and number of years of experience.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lincoln Academy
EIN
20-2344918
Phone
8017562039
Address
1582 WEST 3300 NORTH, PLEASANT GROVE, UT 84062

Signing Officer

Name
Jacob Hunt
Title
Principal
Phone
8017562039
Signed
2023-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Hunt
Formed
2004
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
157
Volunteers
163

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Loss on disposal of assets 250 loss on disposal of assets -250”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Loss on disposal of assets 250”

Schedule D, Page 4, Part XII, Line 2D

“Loss on disposal of assets 250”

Raw XML AppendixShowing 400 of 519 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114135
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOOL LUNCHES TO STUDENTS.
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IRS990/ReportInvestmentsOtherSecInd0false
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt04225045
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0172692
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0569578
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01723645
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IRS990ScheduleD/RevenueNotReportedAmt0250
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LOSS ON DISPOSAL OF ASSETS 250
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON DISPOSAL OF ASSETS 250
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotalExpensesPerForm990Amt08648554
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS ITS CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES STATE AND FEDERAL GRANTS FOR ITS OPERATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
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IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0UTAH CHARTER SCHOOL FINANCE AUTHORIT REFUND BONDS AND ADDITIONAL CONSTRUCTION
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt1UTAH CHARTER SCHOOL FINANCE AUTHORIT 04/22/21
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0PURPOSE OF ISSUE DESCRIPTION
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc1DATE REBATE COMPUTATION PERFORMED
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFUND BONDS AND ADDITIONAL CONSTRUCTION
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IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02015
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0WALKER EADS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MELISSA LEEFLANG
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2TRESSA EADS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3ERIN CROCKETT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4LEVI CROCKET
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm6TERRI ROBERTS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY RELATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1FAMILY RELATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2FAMILY RELATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3FAMILY RELATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4FAMILY RELATION

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