Civic Intelligence

Lincoln Academy Incorporated

990 • Fiscal year 2020 • EIN 20-2344918

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 28, 2021

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

86th percentile

0.79x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

1.89x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

58th percentile

7.2%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$122,328

Higher top officer pay than 30% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

31st percentile

1.0%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

6.8%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$18,123,063

Up $181,695 (+1.0%) from 2019

Net Assets

Up

$3,725,426

Up $550,373 (+17%) from 2019

Liabilities

Down

$14,397,637

Down $368,678 (-2.5%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin58th percentile

Revenue

Up

$7,617,529

Up $487,492 (+6.8%) from 2019

Expenses

Up

$7,067,156

Up $478,624 (+7.3%) from 2019

Net Income

Up

$550,373

Up $8,868 (+1.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2020

Assets$18,123,063
Liabilities$14,397,637
Net Assets$3,725,426
Open 2020 Filing

Operations Trend

Revenue Growth60th 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

2020

Revenue$7,617,529
Expenses$7,067,156
Net Income$550,373
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 28, 2021
Return Version
2019v5.0
Gross Receipts
$7,650,610
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$13,042,823$12,614,555▼ $428,268
Savings and Temporary Cash Investments$3,628,358$4,293,579▲ $665,221
Cash and Non-Interest-Bearing Accounts$592,613$553,367▼ $39,246
Pledges and Grants Receivable$134,116$59,686▼ $74,430
Prepaid Expenses and Deferred Charges$4,065$55,273▲ $51,208
Accounts Receivable$5,600$7,975▲ $2,375
Total Assets$17,941,368$18,123,063▲ $181,695
Other Assets Total$533,793$538,628▲ $4,835
Liabilities
Tax Exempt Bond Liabilities$14,090,000$13,760,000▼ $330,000
Deferred Revenue$436,391$422,684▼ $13,707
Accounts Payable and Accrued Expenses$239,924$188,478▼ $51,446
Other Liabilities-$26,475-
Total Liabilities$14,766,315$14,397,637▼ $368,678
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,175,053$3,725,426▲ $550,373
Total Net Assets Fund Balance$3,175,053$3,725,426▲ $550,373
Total Liabilities and Net Assets / Fund Balance$17,941,368$18,123,063▲ $181,695

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,072,070$3,416,588$14,488,658
Land$1,377,883-$1,377,883
Equipment$99,489$596,272$695,761
Other Land Buildings$65,113$18,481$83,594
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPrincipalFT$101,415$20,913$122,328

Board Members and Trustees

NameTitle
Scharman GrimmerPresident
Cherstyn StockwellBoard Member
Mark BishopBoard Member
Samantha LeeBoard Member
Sarah ChaffinBoard Member
Byron LawrenceTreasurer
Kim CahoonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$7,244,162
Program Service Revenue
$244,210
Investment Income
$84,474
Other Revenue
$44,683
All Other Contributions
$39,333
Change in Net Assets
$550,373

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,617,529
Revenue Not Reported on Form 990
$33,081
Total Revenue per Audited Statements
$7,650,610
Total Revenue per Form 990
$7,617,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,740,269
Other Expenses$2,326,887
Total Fundraising Expense$42,355
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,059,358$616,287$494$3,676,139
Interest$516,762$116,148$3,796$636,706
Other Employee Benefits$335,404$211,121$162$546,687
Depreciation Depletion$394,541$88,678$2,900$486,119
Payroll Taxes$274,995--$274,995
Occupancy$215,672$36,829$1,089$253,590
Information Technology$214,566$13,601-$228,167
Pension Plan Contributions$141,033--$141,033
Fees for Services Other$23,001$93,539$4$116,544
Current Officers, Directors, Trustees, and Key Employees$101,415--$101,415
Other Expenses$44,565$1,800$201$46,566
Insurance$43,362--$43,362
Travel$20,575--$20,575
Fees for Services Accounting-$18,501-$18,501
All Other Expenses$2,570--$2,570
Advertising$1,993--$1,993
Office Expenses$1,286--$1,286
Total Functional Expenses$5,729,576$1,295,225$42,355$7,067,156

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,100,237
Expenses per Audited Statements$7,067,156
Total Expenses per Form 990$7,067,156
Expenses Not Reported on Form 990$33,081
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,560
Fundraising Direct Expenses$33,081
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jh Music Trip$40,228$40,228$20,427$19,801
Book Fair$21,372$21,372$12,654$8,718
Total Events$61,600$61,600$33,081$28,519
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$54,344
Sarah SmithFamily RelationEmployeeNo$46,513
Tressa EadsFamily RelationEmployeeNo$26,062
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$26,475

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 35% controlled entity
No
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
2021-01-28
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
154
Volunteers
244

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 33,081 gain on disposal of capital assets 0 fundraising expense -33,081 gain on disposal of capital assets 0”

Financial Statement Notes

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

“Fundraising expense 33,081 gain on disposal of capital assets 0”

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

“Fundraising expense 33,081 gain on disposal of capital assets 0”

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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0533793
IRS990/OtherAssetsTotalGrp/EOYAmt0538628
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0162
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0211121
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0335404
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0546687
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc2DUES AND FEES
IRS990/OtherExpensesGrp/Desc3TEXTBOOKS
IRS990/OtherExpensesGrp/FundraisingAmt033709
IRS990/OtherExpensesGrp/FundraisingAmt1201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt098721
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11800
IRS990/OtherExpensesGrp/ProgramServicesAmt0206263
IRS990/OtherExpensesGrp/ProgramServicesAmt168203
IRS990/OtherExpensesGrp/ProgramServicesAmt264012
IRS990/OtherExpensesGrp/ProgramServicesAmt344565
IRS990/OtherExpensesGrp/TotalAmt0206263
IRS990/OtherExpensesGrp/TotalAmt1200633
IRS990/OtherExpensesGrp/TotalAmt264012
IRS990/OtherExpensesGrp/TotalAmt346566
IRS990/OtherLiabilitiesGrp/EOYAmt026475
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04095
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04095
IRS990/OtherRevenueTotalAmt04095
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0494
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0616287
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03059358
IRS990/OtherSalariesAndWagesGrp/TotalAmt03676139
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0274995
IRS990/PayrollTaxesGrp/TotalAmt0274995
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0141033
IRS990/PensionPlanContributionsGrp/TotalAmt0141033
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0134116
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt059686
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04065
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055273
IRS990/PrincipalOfficerNm0JACOB HUNT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL LUNCH FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0147107
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt197103
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0147107
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt197103
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOOL LUNCHES TO STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0534758
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt097103
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06641915
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0111775
IRS990/PYOtherExpensesAmt02210421
IRS990/PYOtherRevenueAmt049284
IRS990/PYProgramServiceRevenueAmt0327063
IRS990/PYRevenuesLessExpensesAmt0541505
IRS990/PYSalariesCompEmpBnftPaidAmt04378111
IRS990/PYTotalExpensesAmt06588532
IRS990/PYTotalRevenueAmt07130037
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0550373
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt08109
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0147107
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03628358
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04293579
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt011072070
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03416588
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014488658
IRS990ScheduleD/EquipmentGrp/BookValueAmt099489
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0596272
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0695761
IRS990ScheduleD/ExpensesNotReportedAmt033081
IRS990ScheduleD/ExpensesSubtotalAmt07067156
IRS990ScheduleD/LandGrp/BookValueAmt01377883
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01377883
IRS990ScheduleD/OtherExpensesIncludedAmt033081
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt065113
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018481
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt083594
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026475
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/OtherRevenueAmt033081
IRS990ScheduleD/RevenueNotReportedAmt033081
IRS990ScheduleD/RevenueSubtotalAmt07617529
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSE 33,081 GAIN ON DISPOSAL OF CAPITAL ASSETS 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 33,081 GAIN ON DISPOSAL OF CAPITAL ASSETS 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012614555
IRS990ScheduleD/TotalExpensesPerForm990Amt07067156
IRS990ScheduleD/TotalLiabilityAmt026475
IRS990ScheduleD/TotalRevenuePerForm990Amt07617529
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07650610
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07100237
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/DirectExpenseSummaryEventsAmt033081
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JH MUSIC TRIP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061600
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028519
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033081
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020427
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012654
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0UTAH CHARTER SCHOOL FINANCE AUTHORIT REFUND BONDS AND ADDITIONAL CONSTRUCTION
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt1UTAH CHARTER SCHOOL FINANCE AUTHORIT 04/20/20
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0PURPOSE OF ISSUE DESCRIPTION
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc1DATE 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

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,123,063
Liabilities
$14,397,637
Net assets
$3,725,426
Revenue
$7,617,529
Expenses
$7,067,156
Net income
$550,373
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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