Civic Intelligence

Generacion Floreciente

990 • Fiscal year 2023 • EIN 20-3787381

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 23, 2024

Organization ProfileWWW.ESPERANZAELEMENTARY.ORG
4956 W 3500 SWest Valley, UT 84120

(801) 305-1450

Siviq Scores

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

Liabilities / Assets

87th percentile

0.79x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

1.43x

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

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

Net Margin

39th percentile

0.4%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

41st percentile

$156,276

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

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

Asset Growth

45th percentile

4.6%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

54th percentile

7.7%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$11,292,709

Up $496,761 (+4.6%) from 2022

Net Assets

Up

$2,395,610

Up $26,027 (+1.1%) from 2022

Liabilities

Up

$8,897,099

Up $470,734 (+5.6%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin39th percentile

Revenue

Up

$6,209,061

Up $446,122 (+7.7%) from 2022

Expenses

Up

$6,183,034

Up $1,040,658 (+20%) from 2022

Net Income

Down

$26,027

Down $594,536 (-96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2013: $101,184Liabilities 2013: $101,0732013Assets 2015: $7,199,457Liabilities 2015: $7,272,754Net Assets 2015: -$73,2972015Assets 2016: $7,204,840Liabilities 2016: $7,274,407Net Assets 2016: -$69,5672016Assets 2017: $7,219,145Liabilities 2017: $7,033,279Net Assets 2017: $185,8662017Assets 2018: $7,453,091Liabilities 2018: $6,869,853Net Assets 2018: $583,2382018Assets 2019: $9,326,299Liabilities 2019: $8,325,860Net Assets 2019: $1,000,4392019Assets 2020: $9,721,250Liabilities 2020: $8,185,106Net Assets 2020: $1,536,1442020Assets 2021: $10,158,167Liabilities 2021: $8,409,147Net Assets 2021: $1,749,0202021Assets 2022: $10,795,948Liabilities 2022: $8,426,365Net Assets 2022: $2,369,5832022Assets 2023: $11,292,709Liabilities 2023: $8,897,099Net Assets 2023: $2,395,6102023Assets 2024: $11,272,330Liabilities 2024: $8,846,760Net Assets 2024: $2,425,5702024Assets 2025: $11,661,712Liabilities 2025: $8,980,147Net Assets 2025: $2,681,5652025

Highlighted filing

2023

Assets$11,292,709
Liabilities$8,897,099
Net Assets$2,395,610
Open 2023 Filing

Operations Trend

Revenue Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $92,119Expenses 2013: $92,008Net Income 2013: $1112013Revenue 2015: $2,296,798Expenses 2015: $2,351,195Net Income 2015: -$54,3972015Revenue 2016: $2,974,191Expenses 2016: $2,970,461Net Income 2016: $3,7302016Revenue 2017: $3,317,690Expenses 2017: $3,062,257Net Income 2017: $255,4332017Revenue 2018: $3,745,282Expenses 2018: $3,367,909Net Income 2018: $377,3732018Revenue 2019: $4,456,524Expenses 2019: $4,039,323Net Income 2019: $417,2012019Revenue 2020: $4,843,916Expenses 2020: $4,308,211Net Income 2020: $535,7052020Revenue 2021: $5,184,213Expenses 2021: $4,696,224Net Income 2021: $487,9892021Revenue 2022: $5,762,939Expenses 2022: $5,142,376Net Income 2022: $620,5632022Revenue 2023: $6,209,061Expenses 2023: $6,183,034Net Income 2023: $26,0272023Revenue 2024: $7,069,183Expenses 2024: $7,039,223Net Income 2024: $29,9602024Revenue 2025: $7,278,274Expenses 2025: $7,022,279Net Income 2025: $255,9952025

Highlighted filing

2023

Revenue$6,209,061
Expenses$6,183,034
Net Income$26,027
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 23, 2024
Return Version
2022v5.0
Gross Receipts
$6,209,061
Mission and Program Overview

Mission

Esperanza elementary fosters an environment where each student can become biliterate, multicultural, and acquire the skills and attributes needed to effectively serve in our local and global community.

To provide the skills and atrributes each student needs to serve in our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,563,455$6,386,867▼ $176,588
Investments in Publicly Traded Securities$2,273,401$2,591,714▲ $318,313
Pledges and Grants Receivable$798,348$936,252▲ $137,904
Savings and Temporary Cash Investments$741,303$454,731▼ $286,572
Prepaid Expenses and Deferred Charges$7,851$41,396▲ $33,545
Accounts Receivable$4,442$4,723▲ $281
Total Assets$10,795,948$11,292,709▲ $496,761
Other Assets Total$407,148$877,026▲ $469,878
Liabilities
Tax Exempt Bond Liabilities$7,735,015$7,568,476▼ $166,539
Other Liabilities$0$767,511▲ $767,511
Accounts Payable and Accrued Expenses$401,905$497,898▲ $95,993
Unsecured Notes Loans Payable$75,681$60,665▼ $15,016
Deferred Revenue$213,764$2,549▼ $211,215
Total Liabilities$8,426,365$8,897,099▲ $470,734
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,466,472$1,600,435▲ $133,963
Net Assets Without Donor Restrictions$903,111$795,175▼ $107,936
Total Net Assets Fund Balance$2,369,583$2,395,610▲ $26,027
Total Liabilities and Net Assets / Fund Balance$10,795,948$11,292,709▲ $496,761

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,418,787$1,441,428$6,860,215
Land$850,000-$850,000
Equipment$59,302$124,025$183,327
Other Land Buildings$58,778$25,381$84,159
Other Assets Org$877,026--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eulogio AlejandreExecutive DirectorFT$111,811$44,465$156,276

Board Members and Trustees

NameTitle
Cody CaseBoard Chair
Marty BanksVice Chair
Challene NuvanBoard Member
Juan FreireBoard Member
Becky KempSecretary
Phil ShumwayTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Connected 2 TherapyTherapy Services43 W 9000 S, Sandy, UT 84070$119,425
Revenue and Support

Revenue Composition

Contributions and Grants
$6,102,508
Program Service Revenue
$13,292
Investment Income
$93,261
Other Revenue
$0
All Other Contributions
$1,383
Change in Net Assets
$26,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,209,061
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,209,061
Total Revenue per Form 990
$6,209,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,291,689
Other Expenses$1,891,345
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,150,240--$3,150,240
Pension Plan Contributions$505,489--$505,489
Interest$393,407--$393,407
Occupancy$261,582--$261,582
Fees for Services Other$260,379--$260,379
Payroll Taxes$242,112--$242,112
Other Employee Benefits$232,567--$232,567
Depreciation Depletion$208,762--$208,762
Current Officers, Directors, Trustees, and Key Employees$161,281--$161,281
Information Technology$74,734--$74,734
Fees for Services Management-$67,320-$67,320
Travel$38,162--$38,162
Office Expenses$36,483--$36,483
Insurance-$24,775-$24,775
Fees for Services Accounting-$24,454-$24,454
Other Expenses$19,777--$19,777
Fees for Services Legal-$3,460-$3,460
Advertising$500--$500
Total Functional Expenses$6,063,025$120,009$0$6,183,034

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,183,034
Total Expenses per Audited Statements$6,183,034
Total Expenses per Form 990$6,183,034
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
Net Pension Liability$767,511

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authority2018-09-27$8,026,171To purchase the school's leased facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,026,171-$475,000$160,390

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
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 3

“Many fiscal and administrative duties are performed by red apple financial.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the board.”

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 15A

“The executive directors compensation is based upon approved pay scales which is reviewed annually by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation governing board policy, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Generacion Floriciente
EIN
20-3787381
Phone
8013051450
Address
4956 W 3500 S, WEST VALLEY, UT 84120
Doing Business As
Esperanza Elementary

Signing Officer

Name
Eulogio Alejandre
Title
Director
Phone
8013051450
Signed
2024-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eulogio Alejandre
Formed
2014
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
113
Volunteers
127

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 503 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/OtherExpensesGrp/ProgramServicesAmt126119
IRS990/OtherExpensesGrp/ProgramServicesAmt219777
IRS990/OtherExpensesGrp/TotalAmt0451431
IRS990/OtherExpensesGrp/TotalAmt126119
IRS990/OtherExpensesGrp/TotalAmt219777
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0767511
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03150240
IRS990/OtherSalariesAndWagesGrp/TotalAmt03150240
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0242112
IRS990/PayrollTaxesGrp/TotalAmt0242112
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0505489
IRS990/PensionPlanContributionsGrp/TotalAmt0505489
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0798348
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0936252
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07851
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041396
IRS990/PrincipalOfficerNm0EULOGIO ALEJANDRE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013292
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05730813
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09025
IRS990/PYOtherExpensesAmt01821164
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt023101
IRS990/PYRevenuesLessExpensesAmt0620563
IRS990/PYSalariesCompEmpBnftPaidAmt03321212
IRS990/PYTotalExpensesAmt05142376
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05762939
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt026027
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013292
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0741303
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0454731
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05418787
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01441428
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06860215
IRS990ScheduleD/EquipmentGrp/BookValueAmt059302
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0124025
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0183327
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06183034
IRS990ScheduleD/LandGrp/BookValueAmt0850000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0850000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0877026
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED OUTFLOW OF RESOURCES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt058778
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025381
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt084159
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0767511
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET PENSION LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06209061
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06386867
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0877026
IRS990ScheduleD/TotalExpensesPerForm990Amt06183034
IRS990ScheduleD/TotalLiabilityAmt0767511
IRS990ScheduleD/TotalRevenuePerForm990Amt06209061
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06209061
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06183034
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 ADMINISTERED BY THE UTAH STATE OFFICE OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN THE SCHOOL. THE SCHOOL HAS RECEIVED FEDERAL CHARTER 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
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0111811
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount016585
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt027880
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0EULOGIO ALEJANDRE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0156276
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ANNUALLY REVIEWS THE PERFORMANCES OF THE EXECUTIVE STAFF AND OTHER STAFF TO DETERMINE IF ADDITIONAL COMPENSATION IN THE FORM OF BONUSES WILL BE PAID. BONUSES ARE AWARDED BASED ON REVIEW OF EACH INDIVIDUAL'S PERFORMANCE AND SERVICES TO THE ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 7
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/27/2023
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/VariableRateIssueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02018-09-27
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TXC2
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt08026171
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0TO PURCHASE THE SCHOOL'S LEASED FACILITIES
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/CapitalExpendituresAmt07317600
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0548181
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0160390
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0475000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02018
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt08026171

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,292,709
Liabilities
$8,897,099
Net assets
$2,395,610
Revenue
$6,209,061
Expenses
$6,183,034
Net income
$26,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.7$8.98$2.68$7.28$7.02$0.26
2024Detailed filing. Detailed filing data is available for this year.$11.3$8.85$2.43$7.07$7.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$11.3$8.90$2.40$6.21$6.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$10.8$8.43$2.37$5.76$5.14$0.62
2021Detailed filing. Detailed filing data is available for this year.$10.2$8.41$1.75$5.18$4.70$0.49
2020Summary only. Only limited summary data is available for this year.$9.72$8.19$1.54$4.84$4.31$0.54
2019Summary only. Only limited summary data is available for this year.$9.33$8.33$1.00$4.46$4.04$0.42
2018Summary only. Only limited summary data is available for this year.$7.45$6.87$0.58$3.75$3.37$0.38
2017Summary only. Only limited summary data is available for this year.$7.22$7.03$0.19$3.32$3.06$0.26
2016Summary only. Only limited summary data is available for this year.$7.20$7.27$0.07$2.97$2.97$0.00
2015Summary only. Only limited summary data is available for this year.$7.20$7.27$0.07$2.30$2.35$0.05
2013Summary only. Only limited summary data is available for this year.$0.10$0.10$0.09$0.09$0.00