Civic Intelligence

George Washington Academy

990 • Fiscal year 2023 • EIN 20-4287601

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

Organization ProfileWWW.GWACADEMY.ORG

View Organization Page

2277 South 3000 EastSt George, UT 84790

(435) 673-2232

Siviq Scores

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

Liabilities / Assets

81st percentile

0.63x

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

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

Liabilities / Revenue

83rd percentile

1.30x

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

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

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

28th percentile

$121,842

Higher top officer pay than 28% of similar nonprofits.

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

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

Asset Growth

51st percentile

6.4%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

43rd percentile

2.3%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$21,153,022

Up $1,266,205 (+6.4%) from 2022

Net Assets

Up

$7,910,767

Up $1,652,153 (+26%) from 2022

Liabilities

Down

$13,242,255

Down $385,948 (-2.8%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin72nd percentile

Revenue

Up

$10,184,346

Up $230,619 (+2.3%) from 2022

Expenses

Up

$8,532,193

Up $531,287 (+6.6%) from 2022

Net Income

Down

$1,652,153

Down $300,668 (-15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$30M$20M$10M$0-$10MAssets 2011: $18,249,602Liabilities 2011: $17,254,292Net Assets 2011: $995,3102011Assets 2012: $17,627,471Liabilities 2012: $16,357,166Net Assets 2012: $1,270,3052012Assets 2013: $17,945,185Liabilities 2013: $16,293,082Net Assets 2013: $1,652,1032013Assets 2014: $18,355,166Liabilities 2014: $16,273,518Net Assets 2014: $2,081,6482014Assets 2015: $18,704,958Liabilities 2015: $16,201,369Net Assets 2015: $2,503,5892015Assets 2016: $16,874,706Liabilities 2016: $17,295,982Net Assets 2016: -$421,2762016Assets 2017: $16,866,370Liabilities 2017: $16,508,821Net Assets 2017: $357,5492017Assets 2018: $17,078,296Liabilities 2018: $15,902,751Net Assets 2018: $1,175,5452018Assets 2019: $17,523,709Liabilities 2019: $15,315,160Net Assets 2019: $2,208,5492019Assets 2020: $18,159,631Liabilities 2020: $14,819,362Net Assets 2020: $3,340,2692020Assets 2021: $18,696,857Liabilities 2021: $14,391,064Net Assets 2021: $4,305,7932021Assets 2022: $19,886,817Liabilities 2022: $13,628,203Net Assets 2022: $6,258,6142022Assets 2023: $21,153,022Liabilities 2023: $13,242,255Net Assets 2023: $7,910,7672023Assets 2024: $21,765,615Liabilities 2024: $11,956,699Net Assets 2024: $9,808,9162024Assets 2025: $22,343,650Liabilities 2025: $10,768,690Net Assets 2025: $11,574,9602025

Highlighted filing

2023

Assets$21,153,022
Liabilities$13,242,255
Net Assets$7,910,767
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

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

$15M$10M$5.0M$0Expenses 2011: $3,671,9082011Expenses 2012: $4,689,9602012Revenue 2013: $5,382,488Expenses 2013: $5,003,893Net Income 2013: $378,5952013Revenue 2014: $5,758,750Expenses 2014: $5,329,205Net Income 2014: $429,5452014Revenue 2015: $5,765,742Expenses 2015: $5,334,157Net Income 2015: $431,5852015Revenue 2016: $6,222,838Expenses 2016: $5,674,391Net Income 2016: $548,4472016Revenue 2017: $6,551,295Expenses 2017: $5,772,470Net Income 2017: $778,8252017Revenue 2018: $7,143,135Expenses 2018: $6,325,139Net Income 2018: $817,9962018Revenue 2019: $7,524,708Expenses 2019: $6,491,704Net Income 2019: $1,033,0042019Revenue 2020: $7,915,030Expenses 2020: $6,783,310Net Income 2020: $1,131,7202020Revenue 2021: $8,845,783Expenses 2021: $7,455,956Net Income 2021: $1,389,8272021Revenue 2022: $9,953,727Expenses 2022: $8,000,906Net Income 2022: $1,952,8212022Revenue 2023: $10,184,346Expenses 2023: $8,532,193Net Income 2023: $1,652,1532023Revenue 2024: $11,326,420Expenses 2024: $9,428,271Net Income 2024: $1,898,1492024Revenue 2025: $11,761,848Expenses 2025: $9,995,804Net Income 2025: $1,766,0442025

Highlighted filing

2023

Revenue$10,184,346
Expenses$8,532,193
Net Income$1,652,153
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 7, 2024
Return Version
2022v5.0
Gross Receipts
$10,189,111
Mission and Program Overview

Mission

We are a community of learners. We will do whatever it takes to learn. We are building a strong foundation by believing we can, working our plan, then feeling the power of success.

We are a community of learners doing whatever it takes to learn and building a strong foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,769,679$10,918,641▲ $148,962
Investments in Publicly Traded Securities$5,147,805$8,396,851▲ $3,249,046
Cash and Non-Interest-Bearing Accounts$2,294,319$1,597,116▼ $697,203
Savings and Temporary Cash Investments$1,249,291--
Pledges and Grants Receivable$412,690$230,237▼ $182,453
Prepaid Expenses and Deferred Charges$6,528$6,659▲ $131
Accounts Receivable$6,505$3,518▼ $2,987
Total Assets$19,886,817$21,153,022▲ $1,266,205
Liabilities
Tax Exempt Bond Liabilities$12,818,246$12,006,441▼ $811,805
Accounts Payable and Accrued Expenses$409,957$826,637▲ $416,680
Deferred Revenue$400,000$409,177▲ $9,177
Total Liabilities$13,628,203$13,242,255▼ $385,948
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,589,031$5,285,307▲ $1,696,276
Net Assets With Donor Restrictions$2,669,583$2,625,460▼ $44,123
Total Net Assets Fund Balance$6,258,614$7,910,767▲ $1,652,153
Total Liabilities and Net Assets / Fund Balance$19,886,817$21,153,022▲ $1,266,205

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,826,140$5,086,043$13,912,183
Land$1,257,018-$1,257,018
Equipment$371,742$310,598$682,340
Other Land Buildings$463,741-$463,741
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Blake ClarkExecutive DirectorFT$114,893$6,949$121,842
Steve EricksonAssistant DirectorFT$107,667$7,182$114,849

Board Members and Trustees

NameTitle
Shannon GreerPresident
Amanda MortensonBoard Member
Casey UnreinBoard Member
Holly MyersBoard Member
Shauna MahoneyBoard Member
Kevin PetersonCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$9,682,852
Program Service Revenue
$236,588
Investment Income
$264,896
Other Revenue
$10
All Other Contributions
$23,694
Change in Net Assets
$1,652,153

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,184,346
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$10,184,346
Total Revenue per Form 990
$10,184,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,211,656
Other Expenses$2,320,537
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,795,091--$4,795,091
Other Employee Benefits$693,848--$693,848
Interest$474,866--$474,866
Depreciation Depletion$474,186--$474,186
Payroll Taxes$357,501--$357,501
Fees for Services Other$258,437--$258,437
Pension Plan Contributions$213,702--$213,702
Information Technology$172,700--$172,700
Current Officers, Directors, Trustees, and Key Employees$151,514--$151,514
Fees for Services Management-$78,336-$78,336
Other Expenses$57,083--$57,083
Travel$170$49,089-$49,259
Insurance-$45,243-$45,243
Fees for Services Accounting-$22,134-$22,134
Advertising-$7,923-$7,923
Fees for Services Legal-$4,568-$4,568
All Other Expenses$3,811--$3,811
Total Functional Expenses$8,324,900$207,293$0$8,532,193

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,532,193
Total Expenses per Audited Statements$8,532,193
Total Expenses per Form 990$8,532,193
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authority2015-09-15$17,173,669To refund bonds issued aug 2008 and feb 2011 and to purchase land.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$17,173,669$15,558,425$5,175,000$79,206

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

“Red apple financial provides management and accounting support.”

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

“There are no committees with authority to act on behalf of the board of directors.”

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

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

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

“Monitored by the executive director and board annually”

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

“The executive director's compensation is based on approved pay scales which are reviewed annually by the board of directors”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
George Washington Academy
EIN
20-4287601
Phone
4356732232
Address
2277 SOUTH 3000 EAST, ST GEORGE, UT 84790

Signing Officer

Name
Spencer Adams
Title
Business Manager
Phone
4356732232
Signed
2024-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Blake Clark
Formed
2007
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
158
Volunteers
60

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 474 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/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0693848
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0693848
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL MATERIAL
IRS990/OtherExpensesGrp/Desc2PROPERTY & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0320021
IRS990/OtherExpensesGrp/ProgramServicesAmt1275689
IRS990/OtherExpensesGrp/ProgramServicesAmt276281
IRS990/OtherExpensesGrp/ProgramServicesAmt357083
IRS990/OtherExpensesGrp/TotalAmt0320021
IRS990/OtherExpensesGrp/TotalAmt1275689
IRS990/OtherExpensesGrp/TotalAmt276281
IRS990/OtherExpensesGrp/TotalAmt357083
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04795091
IRS990/OtherSalariesAndWagesGrp/TotalAmt04795091
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0357501
IRS990/PayrollTaxesGrp/TotalAmt0357501
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0213702
IRS990/PensionPlanContributionsGrp/TotalAmt0213702
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0412690
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0230237
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06528
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06659
IRS990/PrincipalOfficerNm0BLAKE CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0236588
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0236588
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09721495
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt042737
IRS990/PYOtherExpensesAmt02460733
IRS990/PYOtherRevenueAmt020
IRS990/PYProgramServiceRevenueAmt0189475
IRS990/PYRevenuesLessExpensesAmt01952821
IRS990/PYSalariesCompEmpBnftPaidAmt05540173
IRS990/PYTotalExpensesAmt08000906
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09953727
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01652153
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt010
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0236588
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01249291
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08826140
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05086043
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013912183
IRS990ScheduleD/EquipmentGrp/BookValueAmt0371742
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0310598
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0682340
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08532193
IRS990ScheduleD/LandGrp/BookValueAmt01257018
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01257018
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0463741
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0463741
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010184346
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010918641
IRS990ScheduleD/TotalExpensesPerForm990Amt08532193
IRS990ScheduleD/TotalRevenuePerForm990Amt010184346
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010184346
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08532193
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 ORGANIZATION IS EXCUSED FORM 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 ORGANIZATION RECEIVES STATE AND FEDERAL FUNDING TO OPERATE THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/07/2020
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/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02015-09-15
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TMX8
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt017173669
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0TO REFUND BONDS ISSUED AUG 2008 AND FEB 2011 AND TO PURCHASE LAND.
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/CapitalExpendituresAmt0250125
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt01285913
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt079206
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt015558425
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt05175000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02016
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt017173669
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RED APPLE FINANCIAL PROVIDES MANAGEMENT AND ACCOUNTING SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY THE DIRECTOR AND AN INDEPENDENT BUSINESS MANAGER BEFORE THE RETURN IS FILED. THE BOARD REVIEWS THE RETURN AT THE NEXT BOARD MEETING, AFTER THE RETURN HAS BEEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONITORED BY THE EXECUTIVE DIRECTOR AND BOARD ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON APPROVED PAY SCALES WHICH ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING BOARD DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt012818246
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt012006441
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019886817
IRS990/TotalAssetsEOYAmt021153022
IRS990/TotalAssetsGrp/BOYAmt019886817
IRS990/TotalAssetsGrp/EOYAmt021153022
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,153,022
Liabilities
$13,242,255
Net assets
$7,910,767
Revenue
$10,184,346
Expenses
$8,532,193
Net income
$1,652,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.3$10.8$11.6$11.8$10.00$1.77
2024Detailed filing. Detailed filing data is available for this year.$21.8$12.0$9.81$11.3$9.43$1.90
2023Detailed filing. Detailed filing data is available for this year.$21.2$13.2$7.91$10.2$8.53$1.65
2022Detailed filing. Detailed filing data is available for this year.$19.9$13.6$6.26$9.95$8.00$1.95
2021Detailed filing. Detailed filing data is available for this year.$18.7$14.4$4.31$8.85$7.46$1.39
2020Summary only. Only limited summary data is available for this year.$18.2$14.8$3.34$7.92$6.78$1.13
2019Summary only. Only limited summary data is available for this year.$17.5$15.3$2.21$7.52$6.49$1.03
2018Summary only. Only limited summary data is available for this year.$17.1$15.9$1.18$7.14$6.33$0.82
2017Summary only. Only limited summary data is available for this year.$16.9$16.5$0.36$6.55$5.77$0.78
2016Summary only. Only limited summary data is available for this year.$16.9$17.3$0.42$6.22$5.67$0.55
2015Summary only. Only limited summary data is available for this year.$18.7$16.2$2.50$5.77$5.33$0.43
2014Summary only. Only limited summary data is available for this year.$18.4$16.3$2.08$5.76$5.33$0.43
2013Summary only. Only limited summary data is available for this year.$17.9$16.3$1.65$5.38$5.00$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$16.4$1.27$4.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$17.3$1.00$3.67