Civic Intelligence

Lincoln Academy Incorporated

990 • Fiscal year 2015 • EIN 20-2344918

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 18, 2015

Organization ProfileWWW.LINCOLN-ACADEMY.ORG

View Organization Page

1582 West 3300 NorthPleasant Grove, UT 84062

(801) 756-2039

Siviq Scores

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

Liabilities / Assets

90th percentile

0.92x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

2.87x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

58th percentile

5.3%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

22nd percentile

$98,412

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

13th percentile

-7.0%

Faster asset growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

25%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$17,141,259

Down $1,287,907 (-7.0%) from 2014

Net Assets

Up

$1,324,407

Up $292,052 (+28%) from 2014

Liabilities

Down

$15,816,852

Down $1,579,959 (-9.1%) from 2014

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin58th percentile

Revenue

Up

$5,517,950

Up $1,097,932 (+25%) from 2014

Expenses

Up

$5,225,898

Up $653,801 (+14%) from 2014

Net Income

Up

$292,052

Up $444,131 (+292%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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 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

2015

Assets$17,141,259
Liabilities$15,816,852
Net Assets$1,324,407
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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 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

2015

Revenue$5,517,950
Expenses$5,225,898
Net Income$292,052
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 18, 2015
Return Version
2014v6.0
Gross Receipts
$5,607,517
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$11,334,778$12,166,427▲ $831,649
Savings and Temporary Cash Investments$6,221,271$4,245,693▼ $1,975,578
Pledges and Grants Receivable$184,156$47,900▼ $136,256
Cash and Non-Interest-Bearing Accounts$42,645$42,981▲ $336
Prepaid Expenses and Deferred Charges$240$13,508▲ $13,268
Accounts Receivable$4,082$4,396▲ $314
Total Assets$18,429,166$17,141,259▼ $1,287,907
Other Assets Total$641,994$620,354▼ $21,640
Liabilities
Tax Exempt Bond Liabilities$15,570,000$15,295,000▼ $275,000
Accounts Payable and Accrued Expenses$1,794,273$417,000▼ $1,377,273
Deferred Revenue$32,538$100,749▲ $68,211
Unsecured Notes Loans Payable-$4,103-
Total Liabilities$17,396,811$15,816,852▼ $1,579,959
Net Assets / Fund Balance
Unrestricted Net Assets$1,014,500$1,306,552▲ $292,052
Temporarily Rstr Net Assets$17,855$17,855→ $0
Total Net Assets Fund Balance$1,032,355$1,324,407▲ $292,052
Total Liabilities and Net Assets / Fund Balance$18,429,166$17,141,259▼ $1,287,907

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,200,744$1,645,818$11,846,562
Land$1,377,883-$1,377,883
Equipment$349,345$306,021$655,366
Leasehold Improvements$238,455$51,283$289,738
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPrincipalFT$84,503$13,909$98,412

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
Jmr FacilitiesCleaning/maint.1765 WEST GARDEN DRIVE, Pleasant Grove, UT 84062$108,600
Revenue and Support

Revenue Composition

Contributions and Grants
$5,334,557
Program Service Revenue
$213,568
Investment Income
$-62,487
Other Revenue
$32,312
All Other Contributions
$52,122
Change in Net Assets
$292,052

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,517,950
Revenue Not Reported on Form 990
$89,567
Total Revenue per Audited Statements
$5,607,517
Total Revenue per Form 990
$5,517,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,190,175
Other Expenses$2,035,723
Total Fundraising Expense$20,975
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,384,514$158,539-$2,543,053
Interest$612,339$55,794$4,412$672,545
Depreciation Depletion$404,752$33,716$2,666$441,134
Other Employee Benefits$324,194$6,284-$330,478
Payroll Taxes$192,385--$192,385
Occupancy$191,779--$191,779
Fees for Services Other$60,240$65,136-$125,376
Current Officers, Directors, Trustees, and Key Employees$84,503--$84,503
Office Expenses$66,806$9,712$506$77,024
Information Technology$52,655$12,122$899$65,676
Pension Plan Contributions$4,483$35,251$22$39,756
Other Expenses$17,911$17,681$714$36,306
Insurance$29,219--$29,219
All Other Expenses$27,729--$27,729
Fees for Services Accounting$2,819$11,901$30$14,750
Travel$5,083--$5,083
Advertising$1,069--$1,069
Total Functional Expenses$4,777,702$427,221$20,975$5,225,898

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,315,465
Expenses per Audited Statements$5,225,898
Total Expenses per Form 990$5,225,898
Expenses Not Reported on Form 990$89,567
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$37,019
Fundraising Direct Expenses$12,807
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$18,009$18,009$11,878$6,131
Technology Fr$5,769$5,769-$5,769
Total Events$23,778$23,778$11,878$11,900
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-
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authori2014-03-04-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

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
2015-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Hunt
Formed
2004
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
129
Volunteers
220

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

“Fundraising expense 12,807 loss on capital asset 76,760 fundraising expense -12,807 loss on capital asset -76,760”

Financial Statement Notes

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

“Fundraising expense 12,807 loss on capital asset 76,760”

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

“Fundraising expense 12,807 loss on capital asset 76,760”

Raw XML AppendixShowing 400 of 518 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.

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IRS990/MissionDesc0TO MANAGE, OPERATE, GUIDE, DIRECT, AND PROMOTE A PUBLIC CHARTER SCHOOL FUNDED BY LOCAL, STATE, AND FEDERAL SOURCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01032355
IRS990/NetAssetsOrFundBalancesEOYAmt01324407
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-76760
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-76760
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt024212
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt024212
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03430
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03430
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0191779
IRS990/OccupancyGrp/TotalAmt0191779
IRS990/OfficeExpensesGrp/FundraisingAmt0506
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09712
IRS990/OfficeExpensesGrp/ProgramServicesAmt066806
IRS990/OfficeExpensesGrp/TotalAmt077024
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0641994
IRS990/OtherAssetsTotalGrp/EOYAmt0620354
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06284
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0324194
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0330478
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc2TEXTBOOKS AND EQUIPMENT
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt011726
IRS990/OtherExpensesGrp/FundraisingAmt1714
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117681
IRS990/OtherExpensesGrp/ProgramServicesAmt0172998
IRS990/OtherExpensesGrp/ProgramServicesAmt1100834
IRS990/OtherExpensesGrp/ProgramServicesAmt241390
IRS990/OtherExpensesGrp/ProgramServicesAmt317911
IRS990/OtherExpensesGrp/TotalAmt0172998
IRS990/OtherExpensesGrp/TotalAmt1133645
IRS990/OtherExpensesGrp/TotalAmt241390
IRS990/OtherExpensesGrp/TotalAmt336306
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04670
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04670
IRS990/OtherRevenueTotalAmt04670
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0158539
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02384514
IRS990/OtherSalariesAndWagesGrp/TotalAmt02543053
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0192385
IRS990/PayrollTaxesGrp/TotalAmt0192385
IRS990/PensionPlanContributionsGrp/FundraisingAmt022
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035251
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04483
IRS990/PensionPlanContributionsGrp/TotalAmt039756
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0184156
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt047900
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0240
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013508
IRS990/PrincipalOfficerNm0JACOB HUNT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL LUNCH FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0154620
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt158948
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0154620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt158948
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOOL LUNCHES TO STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0371304
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0154620
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE STUDENT ACTIVITIES AND AFTER SCHOOL SPORTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt010677
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04240012
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt012974
IRS990/PYOtherExpensesAmt02061182
IRS990/PYOtherRevenueAmt030458
IRS990/PYProgramServiceRevenueAmt0136574
IRS990/PYRevenuesLessExpensesAmt0-152079
IRS990/PYSalariesCompEmpBnftPaidAmt02510915
IRS990/PYTotalExpensesAmt04572097
IRS990/PYTotalRevenueAmt04420018
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0292052
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt03430
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt058948
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06221271
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04245693
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt010200744
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01645818
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011846562
IRS990ScheduleD/EquipmentGrp/BookValueAmt0349345
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0306021
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0655366
IRS990ScheduleD/ExpensesNotReportedAmt089567
IRS990ScheduleD/ExpensesSubtotalAmt05225898
IRS990ScheduleD/LandGrp/BookValueAmt01377883
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01377883
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0238455
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt051283
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0289738
IRS990ScheduleD/OtherExpensesIncludedAmt089567
IRS990ScheduleD/OtherRevenueAmt089567
IRS990ScheduleD/RevenueNotReportedAmt089567
IRS990ScheduleD/RevenueSubtotalAmt05517950
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSE 12,807 LOSS ON CAPITAL ASSET 76,760
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 12,807 LOSS ON CAPITAL ASSET 76,760
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012166427
IRS990ScheduleD/TotalExpensesPerForm990Amt05225898
IRS990ScheduleD/TotalRevenuePerForm990Amt05517950
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05607517
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05315465
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/DirectExpenseSummaryEventsAmt011878
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TECHNOLOGY FR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05769
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023778
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05769
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023778
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011900
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011878
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011878
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0UTAH CHARTER SCHOOL FINANCE AUTHORIT 05/27/15
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE K - DATE REBATE COMPUTATION PERFORMED
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/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORI
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFUND BONDS AND ADDITIONAL CONSTRUCTION
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,141,259
Liabilities
$15,816,852
Net assets
$1,324,407
Revenue
$5,517,950
Expenses
$5,225,898
Net income
$292,052
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