Civic Intelligence

Entheos Academy

990 • Fiscal year 2023 • EIN 20-2393662

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 07, 2024

Organization ProfileWWW.ENTHEOSACADEMY.ORG

View Organization Page

4710 W 6200 SKearns, UT 84118

(801) 417-5444

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.68x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

1.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

36th percentile

$142,996

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

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

Asset Growth

58th percentile

8.8%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

53rd percentile

7.1%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$19,180,040

Up $1,559,143 (+8.8%) from 2022

Net Assets

Up

$6,175,889

Up $1,736,352 (+39%) from 2022

Liabilities

Down

$13,004,151

Down $177,209 (-1.3%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin70th percentile

Revenue

Up

$12,037,950

Up $798,908 (+7.1%) from 2022

Expenses

Up

$10,301,598

Up $452,551 (+4.6%) from 2022

Net Income

Up

$1,736,352

Up $346,357 (+25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $6,382,032Liabilities 2011: $6,112,958Net Assets 2011: $269,0742011Assets 2012: $6,486,196Liabilities 2012: $6,226,254Net Assets 2012: $259,9422012Assets 2013: $13,356,804Liabilities 2013: $12,924,900Net Assets 2013: $431,9042013Assets 2014: $15,728,538Liabilities 2014: $14,953,362Net Assets 2014: $775,1762014Assets 2015: $15,964,432Liabilities 2015: $14,867,420Net Assets 2015: $1,097,0122015Assets 2016: $15,559,179Liabilities 2016: $14,083,499Net Assets 2016: $1,475,6802016Assets 2017: $15,541,388Liabilities 2017: $14,169,716Net Assets 2017: $1,371,6722017Assets 2018: $15,730,515Liabilities 2018: $13,938,224Net Assets 2018: $1,792,2912018Assets 2019: $16,338,911Liabilities 2019: $13,843,657Net Assets 2019: $2,495,2542019Assets 2020: $16,485,652Liabilities 2020: $13,655,269Net Assets 2020: $2,830,3832020Assets 2021: $16,425,654Liabilities 2021: $13,376,112Net Assets 2021: $3,049,5422021Assets 2022: $17,620,897Liabilities 2022: $13,181,360Net Assets 2022: $4,439,5372022Assets 2023: $19,180,040Liabilities 2023: $13,004,151Net Assets 2023: $6,175,8892023Assets 2024: $21,444,352Liabilities 2024: $12,746,852Net Assets 2024: $8,697,5002024Assets 2025: $23,268,657Liabilities 2025: $12,344,893Net Assets 2025: $10,923,7642025

Highlighted filing

2023

Assets$19,180,040
Liabilities$13,004,151
Net Assets$6,175,889
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,382,681Expenses 2011: $3,264,336Net Income 2011: $118,3452011Revenue 2012: $3,342,004Expenses 2012: $3,351,136Net Income 2012: -$9,1322012Revenue 2013: $6,491,145Expenses 2013: $6,319,183Net Income 2013: $171,9622013Revenue 2014: $6,801,359Expenses 2014: $6,458,087Net Income 2014: $343,2722014Revenue 2015: $7,087,313Expenses 2015: $6,765,477Net Income 2015: $321,8362015Revenue 2016: $7,339,462Expenses 2016: $6,960,794Net Income 2016: $378,6682016Revenue 2017: $7,786,293Expenses 2017: $7,890,301Net Income 2017: -$104,0082017Revenue 2018: $8,460,787Expenses 2018: $8,040,168Net Income 2018: $420,6192018Revenue 2019: $9,090,387Expenses 2019: $8,387,424Net Income 2019: $702,9632019Revenue 2020: $8,983,704Expenses 2020: $8,648,575Net Income 2020: $335,1292020Revenue 2021: $10,101,366Expenses 2021: $9,494,592Net Income 2021: $606,7742021Revenue 2022: $11,239,042Expenses 2022: $9,849,047Net Income 2022: $1,389,9952022Revenue 2023: $12,037,950Expenses 2023: $10,301,598Net Income 2023: $1,736,3522023Revenue 2024: $13,551,020Expenses 2024: $11,029,409Net Income 2024: $2,521,6112024Revenue 2025: $13,798,225Expenses 2025: $11,571,961Net Income 2025: $2,226,2642025

Highlighted filing

2023

Revenue$12,037,950
Expenses$10,301,598
Net Income$1,736,352
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 7, 2024
Return Version
2022v5.0
Gross Receipts
$12,037,950
Mission and Program Overview

Mission

Inspire the rising generation to reach the heights of their potential, ignite their curiosity to venture into challenging new learning experiences, and empower them to be leaders through service, who are committed to a family and community. Then, they can achieve their goals and dreams!

Inspire the rising generation to reach the heights of their potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,661,570$10,981,058▲ $319,488
Investments in Publicly Traded Securities$4,015,556$5,350,236▲ $1,334,680
Cash and Non-Interest-Bearing Accounts$1,431,053$1,489,076▲ $58,023
Pledges and Grants Receivable$1,440,004$1,265,676▼ $174,328
Savings and Temporary Cash Investments$55,035$54,951▼ $84
Prepaid Expenses and Deferred Charges$10,099$31,337▲ $21,238
Accounts Receivable$7,580$7,706▲ $126
Total Assets$17,620,897$19,180,040▲ $1,559,143
Liabilities
Tax Exempt Bond Liabilities$12,389,214$12,104,149▼ $285,065
Accounts Payable and Accrued Expenses$672,713$818,345▲ $145,632
Mortgage Notes Payable Secured by Investment Property$119,433$81,657▼ $37,776
Total Liabilities$13,181,360$13,004,151▼ $177,209
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,938,831$4,621,279▲ $1,682,448
Net Assets With Donor Restrictions$1,500,706$1,554,610▲ $53,904
Total Net Assets Fund Balance$4,439,537$6,175,889▲ $1,736,352
Total Liabilities and Net Assets / Fund Balance$17,620,897$19,180,040▲ $1,559,143

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,856,793$4,020,836$12,877,629
Land$1,395,314-$1,395,314
Equipment$639,383$651,884$1,291,267
Other Land Buildings$89,568$72,831$162,399
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Esther BlackwellExecutive DirectorFT$134,275$8,721$142,996
Susan TalmadgeDirector of Hr & ComplianceFT$100,217$6,492$106,709

Board Members and Trustees

NameTitle
Rod EichelbergerBoard Chair
Xazmin ProwsBoard Vice Chair
Brittany GarnerMember
Karen BogenschutzMember
Stephanie GibsonMember
Alisha CartierSecretary
Deb IvieTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Caliber Cleaning ServicesCommercial Cleaning2732 S 3600 W, West Valley City, UT 84119$136,224
Intermountain Speech PathologyMedical5770 S 250 E, Salt Lake City, UT 84107$110,094
Red Apple FinancialFinancial Consulting433 N 1500 W, Marriottslaterville, UT 84404$108,000
Revenue and Support

Revenue Composition

Contributions and Grants
$11,732,758
Program Service Revenue
$133,472
Investment Income
$171,720
Other Revenue
$0
All Other Contributions
$31,969
Change in Net Assets
$1,736,352

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,037,950
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,037,950
Total Revenue per Form 990
$12,037,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,871,869
Other Expenses$3,429,729
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,075,868--$5,075,868
Other Employee Benefits$1,037,037--$1,037,037
Fees for Services Other$630,294--$630,294
Depreciation Depletion$458,476--$458,476
Occupancy$402,275--$402,275
Payroll Taxes$388,456--$388,456
Interest$342,702--$342,702
Pension Plan Contributions$224,101--$224,101
Current Officers, Directors, Trustees, and Key Employees$146,407--$146,407
Travel$143,715--$143,715
All Other Expenses$139,178--$139,178
Information Technology$124,068--$124,068
Fees for Services Management-$108,000-$108,000
Other Expenses$102,002--$102,002
Insurance$1,583$49,724-$51,307
Fees for Services Accounting-$22,709-$22,709
Office Expenses$14,310--$14,310
Advertising-$5,403-$5,403
Total Functional Expenses$10,115,762$185,836$0$10,301,598

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,301,598
Total Expenses per Audited Statements$10,301,598
Total Expenses per Form 990$10,301,598
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authority2020-11-19$12,444,070Refunding of tax-exempt bonds issued 8/20/2013

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,444,070$11,488,758$370,000$244,572

Bond Financing Compliance

No rebate due
No
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
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The board of directors has delegated broad authority to the executive committee.”

Form 990, Part VI, Section A, Line 3

“Red apple financial provides management services for the charter school.”

Form 990, Part VI, Section B, Line 11B

“The tax return is reviewed by the director and an independent business manager before the return is filed. The board reviews the return at the next board meeting, after the return has been filed.”

Form 990, Part VI, Section B, Line 12C

“Compliance with the conflict of interest policy is monitored by the board and executive director.”

Form 990, Part VI, Section B, Line 15A

“Compensation is based on approved pay scales that are reviewed annually by the board.”

Form 990, Part VI, Section C, Line 19

“There are no documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Entheos Academy
EIN
20-2393662
Phone
8014175444
Address
4710 W 6200 S, KEARNS, UT 84118

Signing Officer

Name
Esther Blackwell
Title
Executive Director
Phone
8014175444
Signed
2024-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Esther Blackwell
Formed
2005
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
213
Volunteers
450

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Kyle Fritch CPA
Phone
8015322200
Raw XML AppendixShowing 400 of 497 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/InformationTechnologyGrp/TotalAmt0124068
IRS990/InsuranceGrp/ManagementAndGeneralAmt049724
IRS990/InsuranceGrp/ProgramServicesAmt01583
IRS990/InsuranceGrp/TotalAmt051307
IRS990/InterestGrp/ProgramServicesAmt0342702
IRS990/InterestGrp/TotalAmt0342702
IRS990/InvestmentIncomeGrp/ExclusionAmt0171720
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0171720
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04015556
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05350236
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt050
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04745551
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010661570
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010981058
IRS990/LandBldgEquipCostOrOtherBssAmt015726609
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0INSPIRE THE RISING GENERATION TO REACH THE HEIGHTS OF THEIR POTENTIAL, IGNITE THEIR CURIOSITY TO VENTURE INTO CHALLENGING NEW LEARNING EXPERIENCES, AND EMPOWER THEM TO BE LEADERS THROUGH SERVICE, WHO ARE COMMITTED TO A FAMILY AND COMMUNITY. THEN, THEY CAN ACHIEVE THEIR GOALS AND DREAMS!
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0119433
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt081657
IRS990/NetAssetsOrFundBalancesBOYAmt04439537
IRS990/NetAssetsOrFundBalancesEOYAmt06175889
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02938831
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04621279
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0402275
IRS990/OccupancyGrp/TotalAmt0402275
IRS990/OfficeExpensesGrp/ProgramServicesAmt014310
IRS990/OfficeExpensesGrp/TotalAmt014310
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01037037
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01037037
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3EDUCATION AND TEXTBOOKS
IRS990/OtherExpensesGrp/ProgramServicesAmt0365903
IRS990/OtherExpensesGrp/ProgramServicesAmt1354659
IRS990/OtherExpensesGrp/ProgramServicesAmt2164728
IRS990/OtherExpensesGrp/ProgramServicesAmt3102002
IRS990/OtherExpensesGrp/TotalAmt0365903
IRS990/OtherExpensesGrp/TotalAmt1354659
IRS990/OtherExpensesGrp/TotalAmt2164728
IRS990/OtherExpensesGrp/TotalAmt3102002
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05075868
IRS990/OtherSalariesAndWagesGrp/TotalAmt05075868
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0388456
IRS990/PayrollTaxesGrp/TotalAmt0388456
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0224101
IRS990/PensionPlanContributionsGrp/TotalAmt0224101
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01440004
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01265676
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010099
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031337
IRS990/PrincipalOfficerNm0ESTHER BLACKWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0133472
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0133472
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011182555
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017200
IRS990/PYOtherExpensesAmt03532795
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt039287
IRS990/PYRevenuesLessExpensesAmt01389995
IRS990/PYSalariesCompEmpBnftPaidAmt06316252
IRS990/PYTotalExpensesAmt09849047
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011239042
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01736352
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0133472
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055035
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054951
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08856793
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04020836
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012877629
IRS990ScheduleD/EquipmentGrp/BookValueAmt0639383
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0651884
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01291267
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010301598
IRS990ScheduleD/LandGrp/BookValueAmt01395314
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01395314
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt089568
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt072831
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0162399
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt012037950
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010981058
IRS990ScheduleD/TotalExpensesPerForm990Amt010301598
IRS990ScheduleD/TotalRevenuePerForm990Amt012037950
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012037950
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010301598
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS THE SCHOOL'S CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES FUNDING FROM THE STATE OF UTAH AS ADMINISTERED BY THE UTAH STATE OFFICE OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN ITS SCHOOL. THE SCHOOL HAS RECEIVED FEDERAL CHARTER SCHOOL GRANTS WHICH ARE PAID THROUGH THE UTAH STATE OFFICE OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02020-11-19
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TF81
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt012444070
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFUNDING OF TAX-EXEMPT BONDS ISSUED 8/20/2013
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.00000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0626600
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0244572
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt011488758
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0370000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt012444070
IRS990ScheduleK/TaxExemptBondsProceedsGrp/UnspentAmt084140
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS HAS DELEGATED BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RED APPLE FINANCIAL PROVIDES MANAGEMENT SERVICES FOR THE CHARTER SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY THE DIRECTOR AND AN INDEPENDENT BUSINESS MANAGER BEFORE THE RETURN IS FILED. THE BOARD REVIEWS THE RETURN AT THE NEXT BOARD MEETING, AFTER THE RETURN HAS BEEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD AND EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS BASED ON APPROVED PAY SCALES THAT ARE REVIEWED ANNUALLY BY THE BOARD.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$19,180,040
Liabilities
$13,004,151
Net assets
$6,175,889
Revenue
$12,037,950
Expenses
$10,301,598
Net income
$1,736,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.3$12.3$10.9$13.8$11.6$2.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$12.7$8.70$13.6$11.0$2.52
2023Detailed filing. Detailed filing data is available for this year.$19.2$13.0$6.18$12.0$10.3$1.74
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$13.2$4.44$11.2$9.85$1.39
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$13.4$3.05$10.1$9.49$0.61
2020Summary only. Only limited summary data is available for this year.$16.5$13.7$2.83$8.98$8.65$0.34
2019Summary only. Only limited summary data is available for this year.$16.3$13.8$2.50$9.09$8.39$0.70
2018Summary only. Only limited summary data is available for this year.$15.7$13.9$1.79$8.46$8.04$0.42
2017Summary only. Only limited summary data is available for this year.$15.5$14.2$1.37$7.79$7.89$0.10
2016Summary only. Only limited summary data is available for this year.$15.6$14.1$1.48$7.34$6.96$0.38
2015Summary only. Only limited summary data is available for this year.$16.0$14.9$1.10$7.09$6.77$0.32
2014Summary only. Only limited summary data is available for this year.$15.7$15.0$0.78$6.80$6.46$0.34
2013Summary only. Only limited summary data is available for this year.$13.4$12.9$0.43$6.49$6.32$0.17
2012Summary only. Only limited summary data is available for this year.$6.49$6.23$0.26$3.34$3.35$0.01
2011Summary only. Only limited summary data is available for this year.$6.38$6.11$0.27$3.38$3.26$0.12