Civic Intelligence

Lincoln Academy Incorporated

990 • Fiscal year 2019 • EIN 20-2344918

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 20, 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

87th percentile

0.82x

Higher debt load relative to assets than 87% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

2.07x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

63rd percentile

7.6%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

27th percentile

$116,465

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

43rd percentile

1.8%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

6.0%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$17,941,368

Up $320,234 (+1.8%) from 2018

Net Assets

Up

$3,175,053

Up $541,505 (+21%) from 2018

Liabilities

Down

$14,766,315

Down $221,270 (-1.5%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin63rd percentile

Revenue

Up

$7,130,037

Up $401,320 (+6.0%) from 2018

Expenses

Up

$6,588,532

Up $414,922 (+6.7%) from 2018

Net Income

Down

$541,505

Down $13,602 (-2.5%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$17,941,368
Liabilities$14,766,315
Net Assets$3,175,053
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$7,130,037
Expenses$6,588,532
Net Income$541,505
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 20, 2019
Return Version
2018v3.2
Gross Receipts
$7,161,678
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$11,618,924$13,042,823▲ $1,423,899
Savings and Temporary Cash Investments$4,897,754$3,628,358▼ $1,269,396
Cash and Non-Interest-Bearing Accounts$470,476$592,613▲ $122,137
Pledges and Grants Receivable$61,056$134,116▲ $73,060
Accounts Receivable$3,046$5,600▲ $2,554
Prepaid Expenses and Deferred Charges$14,445$4,065▼ $10,380
Total Assets$17,621,134$17,941,368▲ $320,234
Other Assets Total$555,433$533,793▼ $21,640
Liabilities
Tax Exempt Bond Liabilities$14,410,000$14,090,000▼ $320,000
Deferred Revenue$368,957$436,391▲ $67,434
Accounts Payable and Accrued Expenses$208,629$239,924▲ $31,295
Total Liabilities$14,987,586$14,766,315▼ $221,271
Net Assets / Fund Balance
Unrestricted Net Assets$2,633,548$3,175,053▲ $541,505
Total Net Assets Fund Balance$2,633,548$3,175,053▲ $541,505
Total Liabilities and Net Assets / Fund Balance$17,621,134$17,941,368▲ $320,234

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,416,831$3,019,519$14,436,350
Land$1,377,883-$1,377,883
Equipment$175,756$598,743$774,499
Other Land Buildings$72,353$11,241$83,594
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPrincipalFT$96,992$19,473$116,465

Board Members and Trustees

NameTitle
Mckinley OswaldPresident
Mark BishopBoard Member
Samantha LeeBoard Member
Sarah ChaffinBoard Member
Scharman GrimmerBoard Member
Byron LawrenceTreasurer
Kim CahoonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$6,641,915
Program Service Revenue
$327,063
Investment Income
$111,775
Other Revenue
$49,284
All Other Contributions
$45,147
Change in Net Assets
$541,505

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,130,037
Revenue Not Reported on Form 990
$31,533
Total Revenue per Audited Statements
$7,161,570
Total Revenue per Form 990
$7,130,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,378,111
Other Expenses$2,210,421
Total Fundraising Expense$13,907
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,170,919$211,291$530$3,382,740
Interest$594,339$50,781$4,467$649,587
Other Employee Benefits$431,558$76,209$159$507,926
Depreciation Depletion$441,076$37,686$3,315$482,077
Payroll Taxes$254,027--$254,027
Information Technology$227,476--$227,476
Occupancy$142,048$7,015$146$149,209
Pension Plan Contributions$136,426--$136,426
Current Officers, Directors, Trustees, and Key Employees$96,992--$96,992
Travel$83,260--$83,260
Fees for Services Other-$71,733$655$72,388
All Other Expenses$66,363$5,960-$72,323
Insurance$41,477--$41,477
Other Expenses$19,960$13,191$229$33,380
Office Expenses$24,081--$24,081
Fees for Services Accounting$1,901$15,761-$17,662
Advertising$513--$513
Total Functional Expenses$6,057,018$517,607$13,907$6,588,532

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,620,065
Expenses per Audited Statements$6,588,532
Total Expenses per Form 990$6,588,532
Expenses Not Reported on Form 990$31,533
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,675
Fundraising Direct Expenses$31,618
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jh Music Trip$40,820$40,820$20,380$20,440
Book Fair$17,642$17,642$10,724$6,918
Total Events$58,462$58,462$31,104$27,358
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
Melissa LeeflangFamily RelationEmployeeNo$46,367
Sarah SmithFamily RelationEmployeeNo$44,078
Tressa EadsFamily RelationEmployeeNo$13,139
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
2019-12-20
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
292

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 31,618 gain on disposal of capital assets -85 fundraising expense -31,618 gain on disposal of capital assets 85”

Financial Statement Notes

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

“Fundraising expense 31,618 gain on disposal of capital assets -85”

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

“Fundraising expense 31,618 gain on disposal of capital assets -85”

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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0555433
IRS990/OtherAssetsTotalGrp/EOYAmt0533793
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0159
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt076209
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0431558
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0507926
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc2TEXTBOOKS
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt04406
IRS990/OtherExpensesGrp/FundraisingAmt1229
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027980
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113191
IRS990/OtherExpensesGrp/ProgramServicesAmt0202121
IRS990/OtherExpensesGrp/ProgramServicesAmt185553
IRS990/OtherExpensesGrp/ProgramServicesAmt236928
IRS990/OtherExpensesGrp/ProgramServicesAmt319960
IRS990/OtherExpensesGrp/TotalAmt0202121
IRS990/OtherExpensesGrp/TotalAmt1117939
IRS990/OtherExpensesGrp/TotalAmt236928
IRS990/OtherExpensesGrp/TotalAmt333380
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03147
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03147
IRS990/OtherRevenueTotalAmt03147
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0530
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0211291
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03170919
IRS990/OtherSalariesAndWagesGrp/TotalAmt03382740
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0254027
IRS990/PayrollTaxesGrp/TotalAmt0254027
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0136426
IRS990/PensionPlanContributionsGrp/TotalAmt0136426
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt061056
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0134116
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014445
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04065
IRS990/PrincipalOfficerNm0JACOB HUNT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL LUNCH FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0174102
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1152961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0174102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1152961
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOOL LUNCHES TO STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0452031
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0174102
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06256759
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt080198
IRS990/PYOtherExpensesAmt02112872
IRS990/PYOtherRevenueAmt058811
IRS990/PYProgramServiceRevenueAmt0332949
IRS990/PYRevenuesLessExpensesAmt0555107
IRS990/PYSalariesCompEmpBnftPaidAmt04060738
IRS990/PYTotalExpensesAmt06173610
IRS990/PYTotalRevenueAmt06728717
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0541505
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt09080
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0152961
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04897754
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03628358
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt011416831
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03019519
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014436350
IRS990ScheduleD/EquipmentGrp/BookValueAmt0175756
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0598743
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0774499
IRS990ScheduleD/ExpensesNotReportedAmt031533
IRS990ScheduleD/ExpensesSubtotalAmt06588532
IRS990ScheduleD/LandGrp/BookValueAmt01377883
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01377883
IRS990ScheduleD/OtherExpensesIncludedAmt031533
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt072353
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011241
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt083594
IRS990ScheduleD/OtherRevenueAmt031533
IRS990ScheduleD/RevenueNotReportedAmt031533
IRS990ScheduleD/RevenueSubtotalAmt07130037
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSE 31,618 GAIN ON DISPOSAL OF CAPITAL ASSETS -85
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 31,618 GAIN ON DISPOSAL OF CAPITAL ASSETS -85
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013042823
IRS990ScheduleD/TotalExpensesPerForm990Amt06588532
IRS990ScheduleD/TotalRevenuePerForm990Amt07130037
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07161570
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06620065
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/DirectExpenseSummaryEventsAmt031104
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JH MUSIC TRIP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017642
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058462
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017642
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058462
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020380
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010724
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0UTAH CHARTER SCHOOL FINANCE AUTHORIT 04/30/19
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/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt04954455
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalizedInterestAmt0326166
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0951413
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0307670
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingEscrowAmt09093857
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,941,368
Liabilities
$14,766,315
Net assets
$3,175,053
Revenue
$7,130,037
Expenses
$6,588,532
Net income
$541,505
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
2019Detailed filing. Detailed filing data is available for this year.$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