Civic Intelligence

Lincoln Academy Incorporated

990 • Fiscal year 2014 • EIN 20-2344918

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 15, 2015

Organization ProfileWWW.LINCOLN-ACADEMY.ORG

View Organization Page

1582 West 3300 North84062

(801) 756-2039

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$18,429,166

Flat from 2014

Net Assets

Flat

$1,032,355

Flat from 2014

Liabilities

Flat

$17,396,811

Flat from 2014

Revenue And Expenses

Revenue

Flat

$4,420,018

Flat from 2014

Expenses

Flat

$4,572,097

Flat from 2014

Net Income

Flat

-$152,079

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$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 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

2014

Assets$18,429,166
Liabilities$17,396,811
Net Assets$1,032,355
Open 2014 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2014

Revenue$4,420,018
Expenses$4,572,097
Net Income-$152,079
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 15, 2015
Return Version
2013v4.0
Gross Receipts
$4,441,546
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$8,460,920$11,334,778▲ $2,873,858
Savings and Temporary Cash Investments$1,529,465$6,221,271▲ $4,691,806
Investments in Publicly Traded Securities$930,464--
Pledges and Grants Receivable$27,152$184,156▲ $157,004
Cash and Non-Interest-Bearing Accounts$40,042$42,645▲ $2,603
Accounts Receivable$1,532$4,082▲ $2,550
Prepaid Expenses and Deferred Charges$2,315$240▼ $2,075
Total Assets$11,388,978$18,429,166▲ $7,040,188
Other Assets Total$397,088$641,994▲ $244,906
Liabilities
Tax Exempt Bond Liabilities$9,120,000$15,570,000▲ $6,450,000
Accounts Payable and Accrued Expenses$257,329$1,794,273▲ $1,536,944
Mortgage Notes Payable Secured by Investment Property$355,314--
Unsecured Notes Loans Payable$53,508--
Deferred Revenue$32,296$32,538▲ $242
Total Liabilities$9,818,447$17,396,811▲ $7,578,364
Net Assets / Fund Balance
Unrestricted Net Assets$1,558,131$1,014,500▼ $543,631
Temporarily Rstr Net Assets$12,400$17,855▲ $5,455
Total Net Assets Fund Balance$1,570,531$1,032,355▼ $538,176
Total Liabilities and Net Assets / Fund Balance$11,388,978$18,429,166▲ $7,040,188

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,492,604$1,357,396$7,850,000
Other Land Buildings$3,108,226-$3,108,226
Land$1,377,883-$1,377,883
Equipment$116,831$246,714$363,545
Leasehold Improvements$239,234$79,349$318,583
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPrincipalFT$77,287$12,313$89,600

Board Members and Trustees

NameTitle
Julie WalkerPresident
Jennie OhlundBoard Member
Jeremy KirkhamBoard Member
Larissa PowellBoard Member
Maria JohnsonBoard Member
Mckinley OswaldBoard Member
Gary ShatswellTreasurer
Kim CahoonVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
One West ConstructionConstruction-$3,104,059
Revenue and Support

Revenue Composition

Contributions and Grants
$4,240,012
Program Service Revenue
$136,574
Investment Income
$12,974
Other Revenue
$30,458
All Other Contributions
$41,506
Change in Net Assets
$-152,079

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,420,018
Revenue Not Reported on Form 990
$21,528
Total Revenue per Audited Statements
$4,441,546
Total Revenue per Form 990
$4,420,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,510,915
Other Expenses$2,061,182
Total Fundraising Expense$22,530
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,860,382$129,793-$1,990,175
Interest$1,032,712$102,200$10,423$1,145,335
Depreciation Depletion$273,972$24,922$2,542$301,436
Other Employee Benefits$227,849$26,091-$253,940
Payroll Taxes$152,168--$152,168
Occupancy$149,448--$149,448
Current Officers, Directors, Trustees, and Key Employees$77,287--$77,287
Fees for Services Other$20,051$46,914$33$66,998
Pension Plan Contributions$277$37,068-$37,345
Information Technology$29,519$1,708$117$31,344
Insurance$30,000--$30,000
Other Expenses$27,384$16,516$8,287$27,384
Office Expenses$15,342$7,770$50$23,162
Fees for Services Accounting$2,509$11,213$1,078$14,800
All Other Expenses$9,623--$9,623
Travel$6,927--$6,927
Advertising$4,056--$4,056
Total Functional Expenses$4,145,372$404,195$22,530$4,572,097

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,979,722
Expenses per Audited Statements$4,572,097
Total Expenses per Form 990$4,572,097
Expenses Not Reported on Form 990$407,625
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,314
Fundraising Direct Expenses$18,692
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,691$17,691$12,236$5,455
Event 2$10,178$10,178$6,358$3,820
Total Events$37,051$37,051$18,670$18,381
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
Mrs KinkadeSister of BoardEmployeeNo$29,500
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
A26-12752692014-03-04-Refund bonds and additional construction

Bond Proceeds

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

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
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 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

“Board reviews form 990 and approves its filing.”

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, director included, 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, director included, 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 area available upon request just as forms 990.”

Filing and Contact Details

Filer

EIN
20-2344918
Phone
8017562039

Signing Officer

Name
Jacob Hunt
Title
Principal
Phone
8017562039
Signed
2015-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Hunt
Formed
2004
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
7
Employees
99
Volunteers
302

Preparer

Preparer
M Paul Winward CPA
Phone
8012256900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fundraising expense 18,692 loss on capital asset 2,836 fundraising expense -18,692 loss on capital asset -2,836 loss due to bond refunding -386,097”

Financial Statement Notes

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

“Fundraising expense 18,692 loss on capital asset 2,836”

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

“Fundraising expense 18,692 loss on capital asset 2,836 loss due to bond refunding 386,097”

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IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0397088
IRS990/OtherAssetsTotalGrp/EOYAmt0641994
IRS990/OtherChangesInNetAssetsAmt0-386097
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026091
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0227849
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0253940
IRS990/OtherExpensesGrp/Desc0SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2TEXTBOOKS AND EQUIPMENT
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt08287
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016516
IRS990/OtherExpensesGrp/ProgramServicesAmt073093
IRS990/OtherExpensesGrp/ProgramServicesAmt195761
IRS990/OtherExpensesGrp/ProgramServicesAmt257012
IRS990/OtherExpensesGrp/ProgramServicesAmt327384
IRS990/OtherExpensesGrp/TotalAmt097896
IRS990/OtherExpensesGrp/TotalAmt195761
IRS990/OtherExpensesGrp/TotalAmt257012
IRS990/OtherExpensesGrp/TotalAmt327384
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05724
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05724
IRS990/OtherRevenueTotalAmt05724
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0129793
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01860382
IRS990/OtherSalariesAndWagesGrp/TotalAmt01990175
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0152168
IRS990/PayrollTaxesGrp/TotalAmt0152168
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt037068
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0277
IRS990/PensionPlanContributionsGrp/TotalAmt037345
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt027152
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0184156
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02315
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0240
IRS990/PrincipalOfficerNm0JACOB HUNT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL LUNCH FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt088766
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt147808
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt088766
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt147808
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOOL LUNCHES TO STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0277549
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt088766
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE STUDENT ACTIVITIES AND AFTER SCHOOL SPORTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt011075
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt06135
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03959732
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010455
IRS990/PYOtherExpensesAmt01446126
IRS990/PYOtherRevenueAmt027762
IRS990/PYProgramServiceRevenueAmt0120421
IRS990/PYRevenuesLessExpensesAmt0280542
IRS990/PYSalariesCompEmpBnftPaidAmt02391702
IRS990/PYTotalExpensesAmt03837828
IRS990/PYTotalRevenueAmt04118370
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-152079
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02112
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt041673
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01529465
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06221271
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt06492604
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01357396
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07850000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0116831
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0246714
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0363545
IRS990ScheduleD/ExpensesNotReportedAmt0407625
IRS990ScheduleD/ExpensesSubtotalAmt04572097
IRS990ScheduleD/LandGrp/BookValueAmt01377883
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01377883
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0239234
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt079349
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0318583
IRS990ScheduleD/OtherExpensesIncludedAmt0407625
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03108226
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03108226
IRS990ScheduleD/OtherRevenueAmt021528
IRS990ScheduleD/RevenueNotReportedAmt021528
IRS990ScheduleD/RevenueSubtotalAmt04420018
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSE 18,692 LOSS ON CAPITAL ASSET 2,836
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 18,692 LOSS ON CAPITAL ASSET 2,836 LOSS DUE TO BOND REFUNDING 386,097
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011334778
IRS990ScheduleD/TotalExpensesPerForm990Amt04572097
IRS990ScheduleD/TotalRevenuePerForm990Amt04420018
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04441546
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04979722
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037051
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037051
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0MUSICAL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018381
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt076
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018670
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012236
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06358
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0true
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02014-03-04
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754THQ9
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine10UTAH CHARTER SCHOOL FINANCE AUTHORI
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,429,166
Liabilities
$17,396,811
Net assets
$1,032,355
Revenue
$4,420,018
Expenses
$4,572,097
Net income
-$152,079
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
2014Detailed filing. Detailed filing data is available for this year.$18.4$17.4$1.03$4.42$4.57$0.15
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