Civic Intelligence

Renaissance Academy

990 • Fiscal year 2024 • EIN 20-3365730

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 13, 2024

Organization Profilewww.renacademy.org

View Organization Page

3435 North 1120 EastLehi, UT 84043

(801) 768-4202

Siviq Scores

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

Liabilities / Assets

90th percentile

0.87x

Higher debt load relative to assets than 90% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

1.61x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

38th percentile

0.4%

Higher net margin than 38% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$169,929

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

30th percentile

-0.5%

Faster asset growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

14%

Faster revenue growth than 62% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$15,368,223

Down $69,921 (-0.5%) from 2023

Net Assets

Up

$2,025,904

Up $36,452 (+1.8%) from 2023

Liabilities

Down

$13,342,319

Down $106,373 (-0.8%) from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin38th percentile

Revenue

Up

$8,312,504

Up $1,044,742 (+14%) from 2023

Expenses

Up

$8,276,052

Up $1,052,116 (+15%) from 2023

Net Income

Down

$36,452

Down $7,374 (-17%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $10,750,165Liabilities 2011: $9,754,969Net Assets 2011: $995,1962011Assets 2012: $10,760,536Liabilities 2012: $9,710,251Net Assets 2012: $1,050,2852012Assets 2013: $10,723,019Liabilities 2013: $9,528,792Net Assets 2013: $1,194,2272013Assets 2014: $10,537,270Liabilities 2014: $9,327,739Net Assets 2014: $1,209,5312014Assets 2015: $10,390,726Liabilities 2015: $9,160,958Net Assets 2015: $1,229,7682015Assets 2016: $10,374,668Liabilities 2016: $9,100,505Net Assets 2016: $1,274,1632016Assets 2017: $10,149,808Liabilities 2017: $8,900,909Net Assets 2017: $1,248,8992017Assets 2018: $10,457,342Liabilities 2018: $8,836,914Net Assets 2018: $1,620,4282018Assets 2019: $10,524,994Liabilities 2019: $8,620,641Net Assets 2019: $1,904,3532019Assets 2020: $10,791,735Liabilities 2020: $8,871,737Net Assets 2020: $1,919,9982020Assets 2021: $15,741,820Liabilities 2021: $14,201,548Net Assets 2021: $1,540,2722021Assets 2022: $15,449,981Liabilities 2022: $13,504,355Net Assets 2022: $1,945,6262022Assets 2023: $15,438,144Liabilities 2023: $13,448,692Net Assets 2023: $1,989,4522023Assets 2024: $15,368,223Liabilities 2024: $13,342,319Net Assets 2024: $2,025,9042024

Highlighted filing

2024

Assets$15,368,223
Liabilities$13,342,319
Net Assets$2,025,904
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,938,201Expenses 2011: $3,873,814Net Income 2011: $64,3872011Revenue 2012: $3,892,371Expenses 2012: $3,837,282Net Income 2012: $55,0892012Revenue 2013: $4,054,033Expenses 2013: $3,910,091Net Income 2013: $143,9422013Revenue 2014: $4,158,593Expenses 2014: $4,143,289Net Income 2014: $15,3042014Revenue 2015: $4,140,793Expenses 2015: $4,120,556Net Income 2015: $20,2372015Revenue 2016: $4,564,949Expenses 2016: $4,520,554Net Income 2016: $44,3952016Revenue 2017: $4,709,368Expenses 2017: $4,734,632Net Income 2017: -$25,2642017Revenue 2018: $5,244,317Expenses 2018: $4,872,788Net Income 2018: $371,5292018Revenue 2019: $5,500,825Expenses 2019: $5,216,900Net Income 2019: $283,9252019Revenue 2020: $5,579,920Expenses 2020: $5,564,275Net Income 2020: $15,6452020Revenue 2021: $5,844,317Expenses 2021: $6,071,015Net Income 2021: -$226,6982021Revenue 2022: $6,766,915Expenses 2022: $6,361,561Net Income 2022: $405,3542022Revenue 2023: $7,267,762Expenses 2023: $7,223,936Net Income 2023: $43,8262023Revenue 2024: $8,312,504Expenses 2024: $8,276,052Net Income 2024: $36,4522024

Highlighted filing

2024

Revenue$8,312,504
Expenses$8,276,052
Net Income$36,452
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 13, 2024
Return Version
2023v6.0
Gross Receipts
$8,349,023
Mission and Program Overview

Mission

Renaissance Academy is a public charter school that operates in Lehi, Utah and serves students from kindergarten through grade nine. The school is a center of academic excellence in World Language and classical education.

Inspiring students to excel by applying innovative, individualized, and experiential learning methods in World Language and classical education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,610,460$10,257,423▼ $353,037
Cash and Non-Interest-Bearing Accounts$2,757,153$3,186,110▲ $428,957
Investments in Publicly Traded Securities$946,635$926,152▼ $20,483
Savings and Temporary Cash Investments$778,632$750,498▼ $28,134
Pledges and Grants Receivable$80,530$24,118▼ $56,412
Accounts Receivable$23,587--
Total Assets$15,438,144$15,368,223▼ $69,921
Other Assets Total$241,147$223,922▼ $17,225
Liabilities
Tax Exempt Bond Liabilities$12,350,000$12,175,000▼ $175,000
Accounts Payable and Accrued Expenses$903,910$978,820▲ $74,910
Other Liabilities$194,782$188,499▼ $6,283
Total Liabilities$13,448,692$13,342,319▼ $106,373
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,989,452$2,025,904▲ $36,452
Total Net Assets Fund Balance$1,989,452$2,025,904▲ $36,452
Total Liabilities and Net Assets / Fund Balance$15,438,144$15,368,223▼ $69,921

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,591,943$3,420,942$12,012,885
Land$1,517,020-$1,517,020
Leasehold Improvements$122,420$260,348$382,768
Equipment$26,040$179,416$205,456
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark UrsicExecutive DirectorFT$153,864$16,065$169,929

Board Members and Trustees

NameTitle
Cameron HughesBoard Member
Emily HaleckBoard member
Jared BarfussBoard Member
Jennifer LambertBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$8,023,889
Program Service Revenue
$212,954
Investment Income
$69,592
Other Revenue
$6,069
All Other Contributions
$4,843
Change in Net Assets
$36,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,312,504
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$36,519
Total Revenue per Audited Statements
$8,349,023
Total Revenue per Form 990
$8,312,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,865,368
Other Expenses$2,410,684
Total Fundraising Expense$45,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,179,040$554,216-$4,733,256
Interest$538,022$71,323$3,322$612,667
Payroll Taxes$402,952--$402,952
Depreciation Depletion$336,845$19,040$58$355,943
Other Employee Benefits$312,144--$312,144
Fees for Services Other$89,200$176,518$4$265,722
Pension Plan Contributions$263,152--$263,152
Occupancy$193,614$65,704$3,060$262,378
Current Officers, Directors, Trustees, and Key Employees$153,864--$153,864
Travel$97,292--$97,292
Other Expenses$71,099$53,957$38,631$71,099
All Other Expenses$24,823--$24,823
Insurance$20,310--$20,310
Fees for Services Accounting-$15,000-$15,000
Information Technology$13,742--$13,742
Fees for Services Legal-$11,941-$11,941
Office Expenses$869--$869
Total Functional Expenses$7,263,278$967,699$45,075$8,276,052

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,312,571
Expenses per Audited Statements$8,276,052
Total Expenses per Form 990$8,276,052
Expenses Not Reported on Form 990$36,519
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,588
Fundraising Direct Expenses$36,519
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fec$42,588$42,588$36,519$6,069
Total Events$42,588$42,588$36,519$6,069
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bond premium, net of accum. amortization$188,499

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authority2020-07-01$12,685,000To retire outstanding bonds and to fund construction of additional facilitie

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,898,631-$7,620,000$383,051

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
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
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
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, Part VI, Section B, line 11B

“Form 990 is provided to Director and board for review and approval prior to filing.”

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

“Full disclosure, by notice in writing, shall be made by the interested parties to the full Board of Directors in all conflicts of interest.”

Form 990, Part VI, Section B, line 15

“Reviewed and approved in Board meetings. Reviewed and approved in Board meetings”

Form 990, Part VI, Section C, line 19

“Governing documents are available upon request just as Forms 990.”

Filing and Contact Details

Filer

Filer Name
Renaissance Academy
EIN
20-3365730
Phone
8017684202
Address
3435 North 1120 East, Lehi, UT 84043

Signing Officer

Name
Mark Ursic
Title
Executive Director
Phone
8017684202
Signed
2024-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Ursic
Formed
2005
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
4
Employees
115
Volunteers
175

Preparer

Firm
Squire & Company PC
Address
1329 S 800 E, Orem, UT 84097
Preparer
M Paul Winward
Phone
8012256900
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Fundraising event expenses 36,519.”

Part XII, Line 2D - Other Adjustments:

“Fundraising event expenses 36,519.”

Raw XML AppendixShowing 400 of 485 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/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0134236
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt178718
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0134236
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt178718
IRS990/ProgSrvcAccomActy2Grp/Desc0To provide meals for faculty and students
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0192849
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt078718
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07054077
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt043719
IRS990/PYOtherExpensesAmt02045044
IRS990/PYOtherRevenueAmt08900
IRS990/PYProgramServiceRevenueAmt0161066
IRS990/PYRevenuesLessExpensesAmt043826
IRS990/PYSalariesCompEmpBnftPaidAmt05178892
IRS990/PYTotalExpensesAmt07223936
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07267762
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt036452
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0134236
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0778632
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0750498
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08591943
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03420942
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012012885
IRS990ScheduleD/EquipmentGrp/BookValueAmt026040
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0179416
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0205456
IRS990ScheduleD/ExpensesNotReportedAmt036519
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08276052
IRS990ScheduleD/LandGrp/BookValueAmt01517020
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01517020
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0122420
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0260348
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0382768
IRS990ScheduleD/OtherExpensesIncludedAmt036519
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0188499
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Bond premium, net of accum. amortization
IRS990ScheduleD/OtherRevenueAmt036519
IRS990ScheduleD/RevenueNotReportedAmt036519
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08312504
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Fundraising event expenses 36,519.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Fundraising event expenses 36,519.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010257423
IRS990ScheduleD/TotalExpensesPerForm990Amt08276052
IRS990ScheduleD/TotalLiabilityAmt0188499
IRS990ScheduleD/TotalRevenuePerForm990Amt08312504
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08349023
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08312571
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 Academy is excused from formal compliance with Rev. Proc. 75-50 as long as the Academy's charter agreement with the state of Utah remains in effect.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1The Academy receives federal and state funds for operations.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 6
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036519
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FEC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042588
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06069
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036519
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036519
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0153864
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016065
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Mark Ursic
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0169929
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0Issuer Name: Utah Charter School Finance Authority Date the Rebate Computation was Performed: 08/06/2021
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0Date Rebate Computation Performed
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02020-07-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TC76
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt012685000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0Utah Charter School Finance Authority
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0To retire outstanding bonds and to fund construction of additional facilitie
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt03901958
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0780500
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0383051
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingEscrowAmt07833122
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt07620000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt012898631
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is provided to Director and board for review and approval prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Full disclosure, by notice in writing, shall be made by the interested parties to the full Board of Directors in all conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reviewed and approved in Board meetings. Reviewed and approved in Board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available upon request just as Forms 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,368,223
Liabilities
$13,342,319
Net assets
$2,025,904
Revenue
$8,312,504
Expenses
$8,276,052
Net income
$36,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$13.3$2.03$8.31$8.28$0.04
2023Summary only. Only limited summary data is available for this year.$15.4$13.4$1.99$7.27$7.22$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$13.5$1.95$6.77$6.36$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$14.2$1.54$5.84$6.07$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$8.87$1.92$5.58$5.56$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$8.62$1.90$5.50$5.22$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$8.84$1.62$5.24$4.87$0.37
2017Summary only. Only limited summary data is available for this year.$10.1$8.90$1.25$4.71$4.73$0.03
2016Detailed filing. Detailed filing data is available for this year.$10.4$9.10$1.27$4.56$4.52$0.04
2015Summary only. Only limited summary data is available for this year.$10.4$9.16$1.23$4.14$4.12$0.02
2014Summary only. Only limited summary data is available for this year.$10.5$9.33$1.21$4.16$4.14$0.02
2013Summary only. Only limited summary data is available for this year.$10.7$9.53$1.19$4.05$3.91$0.14
2012Summary only. Only limited summary data is available for this year.$10.8$9.71$1.05$3.89$3.84$0.06
2011Summary only. Only limited summary data is available for this year.$10.8$9.75$1.00$3.94$3.87$0.06