Civic Intelligence

Lincoln Academy Incorporated

990 • Fiscal year 2018 • EIN 20-2344918

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 24, 2019

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

88th percentile

0.85x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

2.23x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

64th percentile

8.2%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

26th percentile

$112,318

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

50th percentile

2.0%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

5.8%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$17,621,134

Up $348,421 (+2.0%) from 2017

Net Assets

Up

$2,633,548

Up $555,106 (+27%) from 2017

Liabilities

Down

$14,987,585

Down $206,686 (-1.4%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin64th percentile

Revenue

Up

$6,728,717

Up $366,647 (+5.8%) from 2017

Expenses

Up

$6,173,610

Up $222,932 (+3.7%) from 2017

Net Income

Up

$555,107

Up $143,715 (+35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2018

Assets$17,621,134
Liabilities$14,987,585
Net Assets$2,633,548
Open 2018 Filing

Operations Trend

Revenue Growth55th 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

2018

Revenue$6,728,717
Expenses$6,173,610
Net Income$555,107
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 24, 2019
Return Version
2017v2.3
Gross Receipts
$6,761,681
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$11,567,962$11,618,924▲ $50,962
Savings and Temporary Cash Investments$4,954,991$4,897,754▼ $57,237
Cash and Non-Interest-Bearing Accounts$28,081$470,476▲ $442,395
Pledges and Grants Receivable$133,698$61,056▼ $72,642
Prepaid Expenses and Deferred Charges$6,560$14,445▲ $7,885
Accounts Receivable$4,348$3,046▼ $1,302
Total Assets$17,272,713$17,621,134▲ $348,421
Other Assets Total$577,073$555,433▼ $21,640
Liabilities
Tax Exempt Bond Liabilities$14,715,000$14,410,000▼ $305,000
Deferred Revenue$287,201$368,957▲ $81,756
Accounts Payable and Accrued Expenses$192,070$208,628▲ $16,558
Total Liabilities$15,194,271$14,987,585▼ $206,686
Net Assets / Fund Balance
Unrestricted Net Assets$2,078,442$2,633,548▲ $555,106
Total Net Assets Fund Balance$2,078,442$2,633,548▲ $555,106
Total Liabilities and Net Assets / Fund Balance$17,272,713$17,621,133▲ $348,420

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,308,861$2,537,701$11,846,562
Land$1,377,883-$1,377,883
Equipment$250,936$506,329$757,265
Leasehold Improvements$469,225$131,290$600,515
Other Land Buildings$212,019-$212,019
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPrincipalFT$93,456$18,862$112,318

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$6,256,759
Program Service Revenue
$332,949
Investment Income
$80,198
Other Revenue
$58,811
All Other Contributions
$37,677
Change in Net Assets
$555,107

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,728,717
Revenue Not Reported on Form 990
$26,094
Total Revenue per Audited Statements
$6,754,811
Total Revenue per Form 990
$6,728,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,060,738
Other Expenses$2,112,872
Total Fundraising Expense$2,575
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,921,097$205,462$32$3,126,591
Interest$607,739$53,900$275$661,914
Other Employee Benefits$393,520$76,761$6$470,287
Depreciation Depletion$420,408$37,285$190$457,883
Payroll Taxes$235,641--$235,641
Fees for Services Other$101,659$38,336$13$140,008
Occupancy$119,864$16,960$77$136,901
Pension Plan Contributions$134,763--$134,763
Current Officers, Directors, Trustees, and Key Employees$93,456--$93,456
Travel$87,972--$87,972
All Other Expenses$37,224$28,777$6$66,007
Information Technology$43,376--$43,376
Other Expenses$37,887$47,361$1,976$37,887
Insurance$30,586--$30,586
Office Expenses$26,956--$26,956
Fees for Services Accounting$16,350--$16,350
Advertising$2,781--$2,781
Total Functional Expenses$5,666,193$504,842$2,575$6,173,610

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,199,705
Expenses per Audited Statements$6,173,610
Total Expenses per Form 990$6,173,610
Expenses Not Reported on Form 990$26,095
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,159
Fundraising Direct Expenses$29,028
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jh Music Trip$33,636$33,636$16,932$16,704
Book Fair$18,623$18,623$11,638$6,985
Total Events$58,928$58,928$28,570$30,358
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
Sarah SmithFamily RelationEmployeeNo$41,260
Melissa LeeflangFamily RelationEmployeeNo$12,640
Tressa EadsFamily RelationEmployeeNo$10,566
Walker EadsFamily RelationEmployeeNo$2,074
Debt and Bond Financing

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 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
2019-01-24
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
304

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 29,028 gain on disposal of capital assets -2,934 fundraising expense -29,029 loss on disposal of capital assets 2,934 total -1”

Financial Statement Notes

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

“Fundraising expense 29,028 gain on disposal of capital assets -2,934”

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

“Fundraising expense 29,029 loss on disposal of capital assets -2,934”

Raw XML AppendixShowing 400 of 527 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/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0577073
IRS990/OtherAssetsTotalGrp/EOYAmt0555433
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt076761
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0393520
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0470287
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3TEXTBOOKS AND EQUIPMENT
IRS990/OtherExpensesGrp/FundraisingAmt01976
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt047361
IRS990/OtherExpensesGrp/ProgramServicesAmt0210363
IRS990/OtherExpensesGrp/ProgramServicesAmt175731
IRS990/OtherExpensesGrp/ProgramServicesAmt268820
IRS990/OtherExpensesGrp/ProgramServicesAmt337887
IRS990/OtherExpensesGrp/TotalAmt0210363
IRS990/OtherExpensesGrp/TotalAmt1125068
IRS990/OtherExpensesGrp/TotalAmt268820
IRS990/OtherExpensesGrp/TotalAmt337887
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05327
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05327
IRS990/OtherRevenueTotalAmt05327
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt032
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0205462
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02921097
IRS990/OtherSalariesAndWagesGrp/TotalAmt03126591
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0235641
IRS990/PayrollTaxesGrp/TotalAmt0235641
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0134763
IRS990/PensionPlanContributionsGrp/TotalAmt0134763
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0133698
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt061056
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06560
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014445
IRS990/PrincipalOfficerNm0JACOB HUNT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL LUNCH FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0171745
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1161204
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0171745
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1161204
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOOL LUNCHES TO STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0483327
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0171745
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05981613
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017857
IRS990/PYOtherExpensesAmt02081832
IRS990/PYOtherRevenueAmt037418
IRS990/PYProgramServiceRevenueAmt0325182
IRS990/PYRevenuesLessExpensesAmt0411392
IRS990/PYSalariesCompEmpBnftPaidAmt03868846
IRS990/PYTotalExpensesAmt05950678
IRS990/PYTotalRevenueAmt06362070
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0555107
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt021353
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0161204
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04954991
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04897754
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt09308861
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02537701
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011846562
IRS990ScheduleD/EquipmentGrp/BookValueAmt0250936
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0506329
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0757265
IRS990ScheduleD/ExpensesNotReportedAmt026095
IRS990ScheduleD/ExpensesSubtotalAmt06173610
IRS990ScheduleD/LandGrp/BookValueAmt01377883
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01377883
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0469225
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0131290
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0600515
IRS990ScheduleD/OtherExpensesIncludedAmt026095
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0212019
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0212019
IRS990ScheduleD/OtherRevenueAmt026094
IRS990ScheduleD/RevenueNotReportedAmt026094
IRS990ScheduleD/RevenueSubtotalAmt06728717
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSE 29,028 GAIN ON DISPOSAL OF CAPITAL ASSETS -2,934
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 29,029 LOSS ON DISPOSAL OF CAPITAL ASSETS -2,934
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011618924
IRS990ScheduleD/TotalExpensesPerForm990Amt06173610
IRS990ScheduleD/TotalRevenuePerForm990Amt06728717
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06754811
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06199705
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/DirectExpenseSummaryEventsAmt028570
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JH MUSIC TRIP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058928
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028570
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016932
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011638
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0UTAH CHARTER SCHOOL FINANCE AUTHORIT 05/15/18
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/IssuePriceAmt015633561
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

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,621,134
Liabilities
$14,987,585
Net assets
$2,633,548
Revenue
$6,728,717
Expenses
$6,173,610
Net income
$555,107
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
2018Detailed filing. Detailed filing data is available for this year.$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