Civic Intelligence

Lincoln Academy Incorporated

990 • Fiscal year 2017 • EIN 20-2344918

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 12, 2018

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

89th percentile

0.88x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

2.39x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

61st percentile

6.5%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$116,485

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

37th percentile

1.2%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

7.5%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$17,272,713

Up $205,469 (+1.2%) from 2016

Net Assets

Up

$2,078,442

Up $411,392 (+25%) from 2016

Liabilities

Down

$15,194,271

Down $205,923 (-1.3%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin61st percentile

Revenue

Up

$6,362,070

Up $443,956 (+7.5%) from 2016

Expenses

Up

$5,950,678

Up $375,207 (+6.7%) from 2016

Net Income

Up

$411,392

Up $68,749 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2017

Assets$17,272,713
Liabilities$15,194,271
Net Assets$2,078,442
Open 2017 Filing

Operations Trend

Revenue Growth58th 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

2017

Revenue$6,362,070
Expenses$5,950,678
Net Income$411,392
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 12, 2018
Return Version
2016v3.0
Gross Receipts
$6,378,628
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$11,858,281$11,567,962▼ $290,319
Savings and Temporary Cash Investments$4,510,243$4,954,991▲ $444,748
Pledges and Grants Receivable$66,842$133,698▲ $66,856
Cash and Non-Interest-Bearing Accounts$14,475$28,081▲ $13,606
Prepaid Expenses and Deferred Charges$16,592$6,560▼ $10,032
Accounts Receivable$2,097$4,348▲ $2,251
Total Assets$17,067,244$17,272,713▲ $205,469
Other Assets Total$598,714$577,073▼ $21,641
Liabilities
Tax Exempt Bond Liabilities$15,010,000$14,715,000▼ $295,000
Deferred Revenue$157,833$287,201▲ $129,368
Accounts Payable and Accrued Expenses$232,361$192,070▼ $40,291
Total Liabilities$15,400,194$15,194,271▼ $205,923
Net Assets / Fund Balance
Unrestricted Net Assets$1,649,195$2,078,442▲ $429,247
Temporarily Rstr Net Assets$17,855--
Total Net Assets Fund Balance$1,667,050$2,078,442▲ $411,392
Total Liabilities and Net Assets / Fund Balance$17,067,244$17,272,713▲ $205,469

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,606,155$2,240,407$11,846,562
Land$1,377,883-$1,377,883
Equipment$268,538$427,109$695,647
Leasehold Improvements$287,211$89,063$376,274
Other Land Buildings$28,175-$28,175
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPrincipalFT$97,595$18,890$116,485

Board Members and Trustees

NameTitle
Julie WalkerPresident
Jeremy KirkhamBoard Member
Maria JohnsonBoard Member
Mark BishopBoard Member
Mckinley OswaldBoard Member
Scharman GrimmerBoard Member
Byron LawrenceTreasurer
Kim CahoonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,981,613
Program Service Revenue
$325,182
Investment Income
$17,857
Other Revenue
$37,418
All Other Contributions
$63,486
Change in Net Assets
$411,392

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,362,070
Revenue Not Reported on Form 990
$16,558
Total Revenue per Audited Statements
$6,378,628
Total Revenue per Form 990
$6,362,070
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,868,846
Other Expenses$2,081,832
Total Fundraising Expense$3,340
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,790,307$197,749$60$2,988,116
Interest$596,096$55,683$377$652,156
Depreciation Depletion$438,036$37,534$254$475,824
Other Employee Benefits$364,745$70,060$7$434,812
Payroll Taxes$225,325--$225,325
Pension Plan Contributions$122,998--$122,998
Occupancy$103,258$3,177$16$106,451
Fees for Services Other$8,059$94,662$45$102,766
Current Officers, Directors, Trustees, and Key Employees$97,595--$97,595
All Other Expenses$75,534$12,123$22$87,679
Travel$72,013--$72,013
Other Expenses$47,237$22,150$2,559$47,237
Insurance$34,752--$34,752
Office Expenses$27,297--$27,297
Information Technology$27,066--$27,066
Fees for Services Accounting$16,350--$16,350
Advertising$4,901--$4,901
Total Functional Expenses$5,454,200$493,138$3,340$5,950,678

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,967,236
Expenses per Audited Statements$5,950,678
Total Expenses per Form 990$5,950,678
Expenses Not Reported on Form 990$16,558
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,598
Fundraising Direct Expenses$12,519
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$18,217$18,217$11,374$6,843
Dollar Dress Da$8,470$8,470-$8,470
Total Events$26,687$26,687$11,374$15,313
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 LeeflangDir. Sis-in-lawEmployeeNo$40,830
Sarah SmithBrd Mbr SisterEmployeeNo$38,976
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

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 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
2018-01-12
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
126
Volunteers
293

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 12,519 loss on disposal of capital assets 4,039 fundraising expense -12,519 loss on disposal of capital assets -4,039”

Financial Statement Notes

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

“Fundraising expense 12,519 loss on disposal of capital assets 4,039”

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

“Fundraising expense 12,519 loss on disposal of capital assets 4,039”

Raw XML AppendixShowing 400 of 513 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/OccupancyGrp/ManagementAndGeneralAmt03177
IRS990/OccupancyGrp/ProgramServicesAmt0103258
IRS990/OccupancyGrp/TotalAmt0106451
IRS990/OfficeExpensesGrp/ProgramServicesAmt027297
IRS990/OfficeExpensesGrp/TotalAmt027297
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0598714
IRS990/OtherAssetsTotalGrp/EOYAmt0577073
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt070060
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0364745
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0434812
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3TEXTBOOKS AND EQUIPMENT
IRS990/OtherExpensesGrp/FundraisingAmt02559
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022150
IRS990/OtherExpensesGrp/ProgramServicesAmt0198018
IRS990/OtherExpensesGrp/ProgramServicesAmt1155886
IRS990/OtherExpensesGrp/ProgramServicesAmt248727
IRS990/OtherExpensesGrp/ProgramServicesAmt347237
IRS990/OtherExpensesGrp/TotalAmt0198018
IRS990/OtherExpensesGrp/TotalAmt1180595
IRS990/OtherExpensesGrp/TotalAmt248727
IRS990/OtherExpensesGrp/TotalAmt347237
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02490
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02490
IRS990/OtherRevenueTotalAmt02490
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt060
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0197749
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02790307
IRS990/OtherSalariesAndWagesGrp/TotalAmt02988116
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0225325
IRS990/PayrollTaxesGrp/TotalAmt0225325
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0122998
IRS990/PensionPlanContributionsGrp/TotalAmt0122998
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt066842
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0133698
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016592
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06560
IRS990/PrincipalOfficerNm0JACOB HUNT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL LUNCH FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0168221
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1156961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0168221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1156961
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOOL LUNCHES TO STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0450346
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0168221
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05598102
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018730
IRS990/PYOtherExpensesAmt02102618
IRS990/PYOtherRevenueAmt049502
IRS990/PYProgramServiceRevenueAmt0251780
IRS990/PYRevenuesLessExpensesAmt0342643
IRS990/PYSalariesCompEmpBnftPaidAmt03472853
IRS990/PYTotalExpensesAmt05575471
IRS990/PYTotalRevenueAmt05918114
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0411392
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt015849
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0156961
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04510243
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04954991
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt09606155
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02240407
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011846562
IRS990ScheduleD/EquipmentGrp/BookValueAmt0268538
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0427109
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0695647
IRS990ScheduleD/ExpensesNotReportedAmt016558
IRS990ScheduleD/ExpensesSubtotalAmt05950678
IRS990ScheduleD/LandGrp/BookValueAmt01377883
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01377883
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0287211
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt089063
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0376274
IRS990ScheduleD/OtherExpensesIncludedAmt016558
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028175
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt028175
IRS990ScheduleD/OtherRevenueAmt016558
IRS990ScheduleD/RevenueNotReportedAmt016558
IRS990ScheduleD/RevenueSubtotalAmt06362070
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSE 12,519 LOSS ON DISPOSAL OF CAPITAL ASSETS 4,039
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 12,519 LOSS ON DISPOSAL OF CAPITAL ASSETS 4,039
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011567962
IRS990ScheduleD/TotalExpensesPerForm990Amt05950678
IRS990ScheduleD/TotalRevenuePerForm990Amt06362070
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06378628
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05967236
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/DirectExpenseSummaryEventsAmt011374
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DOLLAR DRESS DA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026687
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015313
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011374
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011374
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0UTAH CHARTER SCHOOL FINANCE AUTHORIT 04/28/17
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE K - DATE REBATE COMPUTATION PERFORMED
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0true
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
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
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt04954455
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalizedInterestAmt0326166
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0true

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,272,713
Liabilities
$15,194,271
Net assets
$2,078,442
Revenue
$6,362,070
Expenses
$5,950,678
Net income
$411,392
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
2017Detailed filing. Detailed filing data is available for this year.$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