Civic Intelligence

Karl G Maeser Preparatory Academy

990 • Fiscal year 2014 • EIN 20-3373940

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 05, 2014

Organization ProfileWWW.MAESERPREP.ORG

View Organization Page

320 West 600 South84042

(801) 785-4687

Siviq Scores

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

Liabilities / Assets

89th percentile

0.89x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

2.38x

Higher debt load relative to revenue than 89% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

46th percentile

1.9%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$81,775

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

41st percentile

1.3%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

3.7%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$11,595,227

Up $144,422 (+1.3%) from 2013

Net Assets

Up

$1,226,604

Up $84,227 (+7.4%) from 2013

Liabilities

Up

$10,368,623

Up $60,195 (+0.6%) from 2013

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin46th percentile

Revenue

Up

$4,347,662

Up $154,587 (+3.7%) from 2013

Expenses

Up

$4,263,435

Up $255,452 (+6.4%) from 2013

Net Income

Down

$84,227

Down $100,865 (-54%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2014

Assets$11,595,227
Liabilities$10,368,623
Net Assets$1,226,604
Open 2014 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$4,347,662
Expenses$4,263,435
Net Income$84,227
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 5, 2014
Return Version
2013v3.1
Gross Receipts
$4,347,662
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$9,224,975$9,260,615▲ $35,640
Savings and Temporary Cash Investments$1,450,890$1,454,464▲ $3,574
Cash and Non-Interest-Bearing Accounts$460,769$595,288▲ $134,519
Prepaid Expenses and Deferred Charges-$17,817-
Pledges and Grants Receivable$47,444$10,039▼ $37,405
Accounts Receivable$204--
Total Assets$11,450,805$11,595,227▲ $144,422
Other Assets Total$266,523$257,004▼ $9,519
Liabilities
Tax Exempt Bond Liabilities$10,060,000$9,940,000▼ $120,000
Deferred Revenue$106,835$165,872▲ $59,037
Unsecured Notes Loans Payable-$144,392-
Accounts Payable and Accrued Expenses$141,593$118,359▼ $23,234
Total Liabilities$10,308,428$10,368,623▲ $60,195
Net Assets / Fund Balance
Unrestricted Net Assets$1,142,377$1,226,604▲ $84,227
Total Net Assets Fund Balance$1,142,377$1,226,604▲ $84,227
Total Liabilities and Net Assets / Fund Balance$11,450,805$11,595,227▲ $144,422

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,327,555$697,787$8,025,342
Land$1,800,000-$1,800,000
Equipment$46,551$152,517$199,068
Leasehold Improvements$86,509$66,466$152,975
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robyn EllisDirectorFT$68,983$12,792$81,775

Board Members and Trustees

NameTitle
David LeavittBoard Member
Gary J King JrBoard Member
Todd MoultonBoard Member
Cynthia ShumwayCAO
Steve WhitehouseCFO
Janine SeeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,807,523
Program Service Revenue
$506,400
Investment Income
$7,313
Other Revenue
$26,426
All Other Contributions
$2,478
Change in Net Assets
$84,227

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,347,662
Total Revenue per Audited Statements
$4,347,662
Total Revenue per Form 990
$4,347,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,496,237
Other Expenses$1,767,198
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,706,947$222,430-$1,929,377
Interest$652,880$80,392-$733,272
Other Employee Benefits$244,919$35,951-$280,870
Depreciation Depletion$230,577$26,829-$257,406
Payroll Taxes$132,670$19,475-$152,145
Fees for Services Other$78,682$28,187-$106,869
Other Expenses$86,433$13,108-$86,433
Occupancy$78,337--$78,337
Current Officers, Directors, Trustees, and Key Employees$68,983--$68,983
Pension Plan Contributions$56,560$8,302-$64,862
Travel$51,754--$51,754
All Other Expenses$28,460$1,655-$30,115
Office Expenses$29,533$194-$29,727
Insurance$20,826--$20,826
Information Technology$13,485--$13,485
Fees for Services Accounting-$13,400-$13,400
Total Functional Expenses$3,802,003$461,432$0$4,263,435

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,263,435
Total Expenses per Audited Statements$4,263,435
Total Expenses per Form 990$4,263,435
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
A26-12752692011-08-05$10,345,000-

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$10,345,000---

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 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, Page 6, Part VI, Line 11B

“Board cfo reviews the form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

“Reviewed by board budget committee.”

Form 990, Page 6, Part VI, Line 15B

“Reviewed by board budget committee.”

Form 990, Page 6, Part VI, Line 19

“Governing documents made available upon request just as forms 990.”

Filing and Contact Details

Filer

EIN
20-3373940
Phone
8017854687

Signing Officer

Name
Cynthia Shumway
Title
CAO
Phone
8017854687
Signed
2014-12-05

Organization Details

Principal Officer
Cynthia Shumway
Formed
2006
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
64
Volunteers
370

Preparer

Preparer
M Paul Winward CPA
Phone
8012256900
Raw XML AppendixShowing 400 of 430 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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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01800000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt086509
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt066466
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0152975
IRS990ScheduleD/RevenueSubtotalAmt04347662
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09260615
IRS990ScheduleD/TotalExpensesPerForm990Amt04263435
IRS990ScheduleD/TotalRevenuePerForm990Amt04347662
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION 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/ExplanationTxt1THIS ORGANIZATION RECEIVES STATE AND FEDERAL GRANTS TO OPERATE THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0STATE CHARTER SCHOOL FINANCE AUTHORI 08/28/13
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE K - DATE 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/BondIssuedDt02011-08-05
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt010345000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine10STATE CHARTER SCHOOL FINANCE AUTHOR
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt09495500
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0849500
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02011
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt010345000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD CFO REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY DISCLOSED BY BOARD. BOOKKEEPER MONITORS PAYMENTS TO BOARD MEMBERS AND OTHERS THAT ARE RELATED TO BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY BOARD BUDGET COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY BOARD BUDGET COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS MADE AVAILABLE UPON REQUEST JUST AS FORMS 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03802003
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IRS990/TotalLiabilitiesEOYAmt010368623
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IRS990/TotalProgramServiceExpensesAmt03802003
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0532826
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04347662
IRS990/TotalVolunteersCnt0370
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10320 WEST 600 SOUTH
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,595,227
Liabilities
$10,368,623
Net assets
$1,226,604
Revenue
$4,347,662
Expenses
$4,263,435
Net income
$84,227
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
2014Detailed filing. Detailed filing data is available for this year.$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