Civic Intelligence

Karl G Maeser Preparatory Academy

EIN 20-3373940 • 501(c)3 • Lindon, UT

View Organization Page

Profile

To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.

320 West 600 SouthLindon, UT 84042

www.maeserprep.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.58x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

1.16x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

28th percentile

$124,054

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

73rd percentile

23%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$18,615,321

Up $2,371,484 (+15%) from 2024

Liabilities

Down

$10,773,076

Down $324,829 (-2.9%) from 2024

Net Assets

Up

$7,842,245

Up $2,696,313 (+52%) from 2024

Operations
Liabilities / Revenue83rd percentileNet Margin80th percentile

Revenue

Up

$9,315,586

Up $1,731,321 (+23%) from 2024

Expenses

Up

$6,619,273

Up $148,505 (+2.3%) from 2024

Net Income

Up

$2,696,313

Up $1,582,816 (+142%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $10,385,874Liabilities 2011: $9,805,239Net Assets 2011: $580,6352011Assets 2012: $11,235,094Liabilities 2012: $10,277,809Net Assets 2012: $957,2852012Assets 2013: $11,450,805Liabilities 2013: $10,308,428Net Assets 2013: $1,142,3772013Assets 2014: $11,595,227Liabilities 2014: $10,368,623Net Assets 2014: $1,226,6042014Assets 2015: $11,711,593Liabilities 2015: $10,189,595Net Assets 2015: $1,521,9982015Assets 2016: $12,880,810Liabilities 2016: $13,462,377Net Assets 2016: -$581,5672016Assets 2017: $13,356,792Liabilities 2017: $13,447,325Net Assets 2017: -$90,5332017Assets 2018: $13,578,656Liabilities 2018: $13,224,567Net Assets 2018: $354,0892018Assets 2019: $14,003,851Liabilities 2019: $12,811,124Net Assets 2019: $1,192,7272019Assets 2020: $14,716,725Liabilities 2020: $12,988,920Net Assets 2020: $1,727,8052020Assets 2021: $14,220,729Liabilities 2021: $12,171,391Net Assets 2021: $2,049,3382021Assets 2022: $14,676,602Liabilities 2022: $11,731,104Net Assets 2022: $2,945,4982022Assets 2023: $15,517,041Liabilities 2023: $11,484,606Net Assets 2023: $4,032,4352023Assets 2024: $16,243,837Liabilities 2024: $11,097,905Net Assets 2024: $5,145,9322024Assets 2025: $18,615,321Liabilities 2025: $10,773,076Net Assets 2025: $7,842,2452025

Highlighted filing

2025

Assets$18,615,321
Liabilities$10,773,076
Net Assets$7,842,245
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Expenses 2011: $3,659,3682011Expenses 2012: $3,685,1172012Revenue 2013: $4,193,075Expenses 2013: $4,007,983Net Income 2013: $185,0922013Revenue 2014: $4,347,662Expenses 2014: $4,263,435Net Income 2014: $84,2272014Revenue 2015: $4,384,745Expenses 2015: $4,089,351Net Income 2015: $295,3942015Revenue 2016: $4,746,328Expenses 2016: $4,011,118Net Income 2016: $735,2102016Revenue 2017: $4,984,875Expenses 2017: $4,493,841Net Income 2017: $491,0342017Revenue 2018: $5,291,435Expenses 2018: $4,846,813Net Income 2018: $444,6222018Revenue 2019: $5,447,863Expenses 2019: $4,609,225Net Income 2019: $838,6382019Revenue 2020: $5,512,186Expenses 2020: $4,977,108Net Income 2020: $535,0782020Revenue 2021: $6,111,717Expenses 2021: $4,951,057Net Income 2021: $1,160,6602021Revenue 2022: $6,197,398Expenses 2022: $5,301,238Net Income 2022: $896,1602022Revenue 2023: $6,618,832Expenses 2023: $5,531,895Net Income 2023: $1,086,9372023Revenue 2024: $7,584,265Expenses 2024: $6,470,768Net Income 2024: $1,113,4972024Revenue 2025: $9,315,586Expenses 2025: $6,619,273Net Income 2025: $2,696,3132025

Highlighted filing

2025

Revenue$9,315,586
Expenses$6,619,273
Net Income$2,696,313
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,615,321
Liabilities
$10,773,076
Net assets
$7,842,245
Revenue
$9,315,586
Expenses
$6,619,273
Net income
$2,696,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.6$10.8$7.84$9.32$6.62$2.70
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$11.1$5.15$7.58$6.47$1.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$11.5$4.03$6.62$5.53$1.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$11.7$2.95$6.20$5.30$0.90
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$12.2$2.05$6.11$4.95$1.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$13.0$1.73$5.51$4.98$0.54
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$12.8$1.19$5.45$4.61$0.84
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$13.2$0.35$5.29$4.85$0.44
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$13.4$0.09$4.98$4.49$0.49
2016Detailed filing. Detailed filing data is available for this year.$12.9$13.5$0.58$4.75$4.01$0.74
2015Detailed filing. Detailed filing data is available for this year.$11.7$10.2$1.52$4.38$4.09$0.30
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$10.4$1.23$4.35$4.26$0.08
2013Summary only. Only limited summary data is available for this year.$11.5$10.3$1.14$4.19$4.01$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$10.3$0.96$3.69
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$9.81$0.58$3.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 3, 2026
Return Version
2024v5.5
Gross Receipts
$9,315,586
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$8,510,189$10,550,135▲ $2,039,946
Savings and Temporary Cash Investments$7,303,988$7,817,854▲ $513,866
Pledges and Grants Receivable$286,043$229,796▼ $56,247
Cash and Non-Interest-Bearing Accounts$130,093--
Prepaid Expenses and Deferred Charges$6,528$9,422▲ $2,894
Accounts Receivable$6,996$8,114▲ $1,118
Total Assets$16,243,837$18,615,321▲ $2,371,484
Liabilities
Tax Exempt Bond Liabilities$10,130,000$9,750,000▼ $380,000
Accounts Payable and Accrued Expenses$401,919$573,072▲ $171,153
Other Liabilities$342,880$315,747▼ $27,133
Deferred Revenue$223,106$134,257▼ $88,849
Total Liabilities$11,097,905$10,773,076▼ $324,829
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,145,932$7,842,245▲ $2,696,313
Total Net Assets Fund Balance$5,145,932$7,842,245▲ $2,696,313
Total Liabilities and Net Assets / Fund Balance$16,243,837$18,615,321▲ $2,371,484

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,001,435$3,301,663$11,303,098
Land$2,446,749-$2,446,749
Equipment$101,951$462,880$564,831
Other Land Buildings$0$15,745$15,745
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jared NorrisActivities DirectorFT$102,290$21,764$124,054
Dustin SimmonsDean of StudentsFT$102,192$21,718$123,910
Robyn EllisDirectorFT$72,804$14,678$87,482
Steve WhitehouseCFOPT$12,000-$12,000

Board Members and Trustees

NameTitle
JoAnna LarsenBoard Member
Richard DodgeBoard Member
Sandra RussellBoard Member
Cynthia ShumwayCAO
Revenue and Support

Revenue Composition

Contributions and Grants
$8,544,210
Program Service Revenue
$398,116
Investment Income
$361,710
Other Revenue
$11,550
All Other Contributions
$1,242,260
Change in Net Assets
$2,696,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,315,586
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,315,586
Total Revenue per Form 990
$9,315,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,419,010
Other Expenses$2,200,263
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,063,167$417,676-$3,480,843
Other Employee Benefits$352,397$100,253-$452,650
Interest$290,870$43,905-$334,775
Depreciation Depletion$270,585$15,426-$286,011
Occupancy$221,045$39,805-$260,850
Payroll Taxes$259,602--$259,602
Fees for Services Other$118,103$56,033-$174,136
Pension Plan Contributions$153,111--$153,111
Information Technology$132,245--$132,245
Fees for Services Management-$80,688-$80,688
Current Officers, Directors, Trustees, and Key Employees$72,804--$72,804
Travel$67,076--$67,076
Insurance$29,930--$29,930
Conferences and Meetings$28,937--$28,937
Other Expenses$19,006$87,960-$19,006
Fees for Services Accounting-$17,574-$17,574
All Other Expenses$13,320--$13,320
Fees for Services Legal-$8,780-$8,780
Total Functional Expenses$5,751,173$868,100$0$6,619,273

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,619,273
Total Expenses per Audited Statements$6,619,273
Total Expenses per Form 990$6,619,273
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

Other Reported Liabilities

LiabilityAmount
Bond Issuance Costs Payable$183,120
Bond Premium, net$132,627

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authority2016-02-24$12,502,278Bond refunding for facilities bond

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,502,278$184,500-$245,878

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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Many of the School's fiscal and administrative services are performed by Red Apple Financial”

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

“Management reviews the Form 990 prior to filing.”

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

“Annually disclosed by Board. Bookkeeper monitors payments to board members and others that are related to board members.”

Form 990, Part VI, Section B, line 15

“Reviewed by Board Budget Committee.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Karl G Maeser Preparatory Academy
EIN
20-3373940
Phone
8017854687
Address
320 West 600 South, Lindon, UT 84042

Signing Officer

Name
Steve Whitehouse
Title
CFO
Phone
8017854687
Signed
2026-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cynthia Shumway
Formed
2006
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
4
Employees
86
Volunteers
20

Preparer

Firm
Squire & Company PC
Address
1329 S 800 E, Orem, UT 84097
Preparer
M Paul Winward
Phone
8012256900
Raw XML AppendixShowing 400 of 475 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0401919
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Activities Director
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05145932
IRS990/NetAssetsOrFundBalancesEOYAmt07842245
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05145932
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07842245
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt039805
IRS990/OccupancyGrp/ProgramServicesAmt0221045
IRS990/OccupancyGrp/TotalAmt0260850
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0100253
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0352397
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0452650
IRS990/OtherExpensesGrp/Desc0Supplies and materials
IRS990/OtherExpensesGrp/Desc1Repairs and maintenance
IRS990/OtherExpensesGrp/Desc2Textbooks and equipment
IRS990/OtherExpensesGrp/Desc3Dues and fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt087960
IRS990/OtherExpensesGrp/ProgramServicesAmt0412107
IRS990/OtherExpensesGrp/ProgramServicesAmt1160132
IRS990/OtherExpensesGrp/ProgramServicesAmt286736
IRS990/OtherExpensesGrp/ProgramServicesAmt319006
IRS990/OtherExpensesGrp/TotalAmt0500067
IRS990/OtherExpensesGrp/TotalAmt1160132
IRS990/OtherExpensesGrp/TotalAmt286736
IRS990/OtherExpensesGrp/TotalAmt319006
IRS990/OtherLiabilitiesGrp/BOYAmt0342880
IRS990/OtherLiabilitiesGrp/EOYAmt0315747
IRS990/OtherRevenueMiscGrp/Desc0Other
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011550
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011550
IRS990/OtherRevenueTotalAmt011550
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0417676
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03063167
IRS990/OtherSalariesAndWagesGrp/TotalAmt03480843
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0259602
IRS990/PayrollTaxesGrp/TotalAmt0259602
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0153111
IRS990/PensionPlanContributionsGrp/TotalAmt0153111
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0286043
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0229796
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06528
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09422
IRS990/PrincipalOfficerNm0Cynthia Shumway
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0Fees
IRS990/ProgramServiceRevenueGrp/Desc1Food sales
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0397104
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0397104
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11012
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06858682
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0302798
IRS990/PYOtherExpensesAmt02174052
IRS990/PYOtherRevenueAmt046215
IRS990/PYProgramServiceRevenueAmt0376570
IRS990/PYRevenuesLessExpensesAmt01113497
IRS990/PYSalariesCompEmpBnftPaidAmt04296716
IRS990/PYTotalExpensesAmt06470768
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07584265
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02696313
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0398116
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07303988
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07817854
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt08001435
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03301663
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011303098
IRS990ScheduleD/EquipmentGrp/BookValueAmt0101951
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0462880
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0564831
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06619273
IRS990ScheduleD/LandGrp/BookValueAmt02446749
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02446749
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015745
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015745
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0183120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1132627
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Bond Issuance Costs Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Bond Premium, net
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09315586
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010550135
IRS990ScheduleD/TotalExpensesPerForm990Amt06619273
IRS990ScheduleD/TotalLiabilityAmt0315747
IRS990ScheduleD/TotalRevenuePerForm990Amt09315586
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09315586
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06619273
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 wih 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 state and federal grants to operate.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0Issuer Name: Utah Charter School Finance Authority Date the Rebate Computation was Performed: 03/14/2020
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/BondIssuedDt02016-02-24
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TPT4
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt012502278
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0Utah Charter School Finance Authority
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0Bond refunding for facilities bond
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/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0513080
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0245878
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt0184500
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingEscrowAmt011558820
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02016
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt012502278
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Many of the School's fiscal and administrative services are performed by Red Apple Financial
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Management reviews the Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annually disclosed by Board. Bookkeeper monitors payments to board members and others that are related to board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reviewed by Board Budget Committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Such documents are made available upon request just as Forms 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt010130000
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt09750000

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