Civic Intelligence

Lincoln Academy Incorporated

990 • Fiscal year 2023 • EIN 20-2344918

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 12, 2024

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

85th percentile

0.72x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

1.36x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

45th percentile

$167,236

Higher top officer pay than 45% of similar nonprofits.

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

33rd percentile

1.1%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

6.3%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Flat

$18,215,109

Flat from 2023

Net Assets

Flat

$5,062,717

Flat from 2023

Liabilities

Flat

$13,152,392

Flat from 2023

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin56th percentile

Revenue

Flat

$9,677,727

Flat from 2023

Expenses

Flat

$9,087,079

Flat from 2023

Net Income

Flat

$590,648

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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: $5,062,7172023Assets 2023: $18,215,109Liabilities 2023: $13,152,392Net Assets 2023: $5,062,7172023

Highlighted filing

2023

Assets$18,215,109
Liabilities$13,152,392
Net Assets$5,062,717
Open 2023 Filing

Operations Trend

Revenue Growth52nd 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: $590,6482023Revenue 2023: $9,677,727Expenses 2023: $9,087,079Net Income 2023: $590,6482023

Highlighted filing

2023

Revenue$9,677,727
Expenses$9,087,079
Net Income$590,648
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 12, 2024
Return Version
2022v5.0
Gross Receipts
$9,737,133
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$12,159,950$11,740,689▼ $419,261
Savings and Temporary Cash Investments$5,015,357$5,161,844▲ $146,487
Cash and Non-Interest-Bearing Accounts$671,368$1,201,294▲ $529,926
Pledges and Grants Receivable$152,959$69,533▼ $83,426
Prepaid Expenses and Deferred Charges$15,049$33,212▲ $18,163
Accounts Receivable$7,519$8,537▲ $1,018
Total Assets$18,022,202$18,215,109▲ $192,907
Liabilities
Tax Exempt Bond Liabilities$13,055,000$12,680,000▼ $375,000
Deferred Revenue$289,618$306,660▲ $17,042
Accounts Payable and Accrued Expenses$181,277$142,612▼ $38,665
Other Liabilities$24,238$23,120▼ $1,118
Total Liabilities$13,550,133$13,152,392▼ $397,741
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,472,069$5,062,717▲ $590,648
Total Net Assets Fund Balance$4,472,069$5,062,717▲ $590,648
Total Liabilities and Net Assets / Fund Balance$18,022,202$18,215,109▲ $192,907

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,924,338$4,584,787$14,509,125
Land$1,723,645-$1,723,645
Equipment$92,706$611,650$704,356
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPrincipalFT$138,613$28,623$167,236
Peter EhlenVice PrincipFT$100,511$25,691$126,202

Board Members and Trustees

NameTitle
Scharman GrimmerPresident
Cherstyn StockwellBoard Member
Dave MerrickBoard Member
Mitchell BeckBoard Member
Sarah ChaffinBoard Member
Cade CloseTreasurer
Samantha LeeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$9,057,891
Program Service Revenue
$363,510
Investment Income
$170,385
Other Revenue
$85,941
All Other Contributions
$41,719
Change in Net Assets
$590,648

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,677,727
Revenue Not Reported on Form 990
$25,857
Total Revenue per Audited Statements
$9,703,584
Total Revenue per Form 990
$9,677,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,272,242
Other Expenses$2,814,837
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,070,388$798,067-$4,868,455
Other Employee Benefits$444,123$258,121-$702,244
Interest$477,142$95,030-$572,172
Depreciation Depletion$461,648$24,297-$485,945
Occupancy$378,523$64,245-$442,768
Payroll Taxes$370,603--$370,603
Information Technology$331,036--$331,036
Pension Plan Contributions$192,327--$192,327
Fees for Services Other$6,549$161,521-$168,070
Current Officers, Directors, Trustees, and Key Employees$138,613--$138,613
Travel$74,749--$74,749
Insurance$56,878--$56,878
Other Expenses$56,707$112,678-$56,707
All Other Expenses$21,259--$21,259
Advertising$260--$260
Total Functional Expenses$7,573,120$1,513,959$0$9,087,079

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,112,936
Expenses per Audited Statements$9,087,079
Total Expenses per Form 990$9,087,079
Expenses Not Reported on Form 990$25,857
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,687
Fundraising Direct Expenses$33,549
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$68,439$68,439$33,549$34,890
Total Events$68,439$68,439$33,549$34,890
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 RelationWagesNo$82,666
Tressa EadsFamily RelationWagesNo$56,180
Terri RobertsFamily RelationWagesNo$15,924
Walker EadsFamily RelationWagesNo$14,778
Kalea LumFamily RelationWagesNo$4,049
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$23,120

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
2024-01-12
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
170
Volunteers
103

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

“Loss on disposal of assets 25,857 loss on disposal of assets -25,857”

Financial Statement Notes

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

“Loss on disposal of assets 25,857”

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

“Loss on disposal of assets 25,857”

Raw XML AppendixShowing 400 of 545 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/NoDonorRestrictionNetAssetsGrp/EOYAmt05062717
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt064245
IRS990/OccupancyGrp/ProgramServicesAmt0378523
IRS990/OccupancyGrp/TotalAmt0442768
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0258121
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0444123
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0702244
IRS990/OtherExpensesGrp/Desc0SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2DUES AND FEES
IRS990/OtherExpensesGrp/Desc3TEXTBOOKS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0112678
IRS990/OtherExpensesGrp/ProgramServicesAmt0175865
IRS990/OtherExpensesGrp/ProgramServicesAmt1213649
IRS990/OtherExpensesGrp/ProgramServicesAmt2102801
IRS990/OtherExpensesGrp/ProgramServicesAmt356707
IRS990/OtherExpensesGrp/TotalAmt0288543
IRS990/OtherExpensesGrp/TotalAmt1213649
IRS990/OtherExpensesGrp/TotalAmt2102801
IRS990/OtherExpensesGrp/TotalAmt356707
IRS990/OtherLiabilitiesGrp/BOYAmt024238
IRS990/OtherLiabilitiesGrp/EOYAmt023120
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025853
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025853
IRS990/OtherRevenueTotalAmt025853
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0798067
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04070388
IRS990/OtherSalariesAndWagesGrp/TotalAmt04868455
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0370603
IRS990/PayrollTaxesGrp/TotalAmt0370603
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0192327
IRS990/PensionPlanContributionsGrp/TotalAmt0192327
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0152959
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt069533
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015049
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033212
IRS990/PrincipalOfficerNm0JACOB HUNT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL LUNCH FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0194316
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1169194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0194316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1169194
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SCHOOL LUNCHES TO STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0595151
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0169194
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08711049
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt072418
IRS990/PYOtherExpensesAmt02891085
IRS990/PYOtherRevenueAmt051806
IRS990/PYProgramServiceRevenueAmt0272053
IRS990/PYRevenuesLessExpensesAmt0458772
IRS990/PYSalariesCompEmpBnftPaidAmt05757469
IRS990/PYTotalExpensesAmt08648554
IRS990/PYTotalRevenueAmt09107326
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0590648
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt020950
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0194316
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05015357
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05161844
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt09924338
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04584787
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014509125
IRS990ScheduleD/EquipmentGrp/BookValueAmt092706
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0611650
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0704356
IRS990ScheduleD/ExpensesNotReportedAmt025857
IRS990ScheduleD/ExpensesSubtotalAmt09087079
IRS990ScheduleD/LandGrp/BookValueAmt01723645
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01723645
IRS990ScheduleD/OtherExpensesIncludedAmt025857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/OtherRevenueAmt025857
IRS990ScheduleD/RevenueNotReportedAmt025857
IRS990ScheduleD/RevenueSubtotalAmt09677727
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LOSS ON DISPOSAL OF ASSETS 25,857
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON DISPOSAL OF ASSETS 25,857
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011740689
IRS990ScheduleD/TotalExpensesPerForm990Amt09087079
IRS990ScheduleD/TotalLiabilityAmt023120
IRS990ScheduleD/TotalRevenuePerForm990Amt09677727
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09703584
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09112936
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/DirectExpenseSummaryEventsAmt033549
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt068439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068439
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034890
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033549
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033549
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0138613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07286
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt021337
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JACOB HUNT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRINCIPAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0167236
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
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 04/11/23
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

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,215,109
Liabilities
$13,152,392
Net assets
$5,062,717
Revenue
$9,677,727
Expenses
$9,087,079
Net income
$590,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$18.2$13.2$5.06$9.68$9.09$0.59
2023Summary only. Only limited summary data is available for this year.$18.2$13.2$5.06$9.68$9.09$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$13.6$4.47$9.11$8.65$0.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$14.0$4.01$8.31$7.49$0.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$14.4$3.73$7.62$7.07$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$14.8$3.18$7.13$6.59$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$15.0$2.63$6.73$6.17$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$15.2$2.08$6.36$5.95$0.41
2016Detailed filing. Detailed filing data is available for this year.$17.1$15.4$1.67$5.92$5.58$0.34
2015Detailed filing. Detailed filing data is available for this year.$17.1$15.8$1.32$5.52$5.23$0.29
2014Summary only. Only limited summary data is available for this year.$18.4$17.4$1.03$4.42$4.57$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$9.82$1.57$3.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$10.1$1.29$3.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$10.3$1.07$3.75