Civic Intelligence

George Washington Academy

990 • Fiscal year 2025 • EIN 20-4287601

Jul 01, 2024 to Jun 30, 2025 • Filed on Feb 12, 2026

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

78th percentile

0.48x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.92x

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

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

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$136,835

Higher top officer pay than 32% of similar nonprofits.

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

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

Asset Growth

43rd percentile

2.7%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

43rd percentile

3.8%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$22,343,650

Up $578,035 (+2.7%) from 2024

Net Assets

Up

$11,574,960

Up $1,766,044 (+18%) from 2024

Liabilities

Down

$10,768,690

Down $1,188,009 (-9.9%) from 2024

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin70th percentile

Revenue

Up

$11,761,848

Up $435,428 (+3.8%) from 2024

Expenses

Up

$9,995,804

Up $567,533 (+6.0%) from 2024

Net Income

Down

$1,766,044

Down $132,105 (-7.0%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2025

Assets$22,343,650
Liabilities$10,768,690
Net Assets$11,574,960
Open 2025 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

2025

Revenue$11,761,848
Expenses$9,995,804
Net Income$1,766,044
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 12, 2026
Return Version
2024v5.5
Gross Receipts
$11,765,212
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$11,978,589$11,538,089▼ $440,500
Investments in Publicly Traded Securities$8,392,996$8,806,523▲ $413,527
Savings and Temporary Cash Investments$1,056,959$1,607,647▲ $550,688
Pledges and Grants Receivable$270,586$370,007▲ $99,421
Intangible Assets$3,045$15,208▲ $12,163
Accounts Receivable$63,440$4,198▼ $59,242
Prepaid Expenses and Deferred Charges-$1,978-
Total Assets$21,765,615$22,343,650▲ $578,035
Liabilities
Tax Exempt Bond Liabilities$11,121,946$10,233,885▼ $888,061
Accounts Payable and Accrued Expenses$822,015$521,282▼ $300,733
Deferred Revenue$12,738$13,523▲ $785
Total Liabilities$11,956,699$10,768,690▼ $1,188,009
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,214,933$9,250,629▲ $2,035,696
Net Assets With Donor Restrictions$2,593,983$2,324,331▼ $269,652
Total Net Assets Fund Balance$9,808,916$11,574,960▲ $1,766,044
Total Liabilities and Net Assets / Fund Balance$21,765,615$22,343,650▲ $578,035

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,788,831$5,136,837$12,925,668
Land$2,418,156-$2,418,156
Leasehold Improvements$934,505$781,661$1,716,166
Equipment$396,597$468,372$864,969
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Blake ClarkExecutive DirectorFT$125,438$11,397$136,835
Steve EricksonAssistant DirectorFT$119,006$8,151$127,157
Christine GilesAssistant DirectorFT$102,307$5,053$107,360

Board Members and Trustees

NameTitle
Shannon GreerPresident
Kevin PetersonBoard CFO
Amanda MortensonBoard Member
Brady PearceBoard Member
Casey UnreinBoard Member
Laura PressleyBoard Member
Laura SnelsonBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Superior Techical SolutionsIt Support291 E 1400 S, St George, UT 84790$136,164
Revenue and Support

Revenue Composition

Contributions and Grants
$11,102,646
Program Service Revenue
$222,784
Investment Income
$429,407
Other Revenue
$7,011
All Other Contributions
$17,176
Change in Net Assets
$1,766,044

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,761,848
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,761,848
Total Revenue per Form 990
$11,761,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,318,744
Other Expenses$2,677,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,032,504$644,946-$5,677,450
Other Employee Benefits$706,265$89,914-$796,179
Depreciation Depletion$566,318--$566,318
Payroll Taxes$373,649$48,087-$421,736
Interest$413,789--$413,789
Fees for Services Other$317,741--$317,741
Information Technology$102,672$168,558-$271,230
Pension Plan Contributions$233,934$30,106-$264,040
Current Officers, Directors, Trustees, and Key Employees$138,391$20,948-$159,339
Occupancy$101,038$10,791-$111,829
Fees for Services Management-$82,308-$82,308
Insurance-$59,277-$59,277
Travel$2,080$38,824-$40,904
All Other Expenses-$22,705-$22,705
Fees for Services Accounting-$17,802-$17,802
Advertising-$9,160-$9,160
Fees for Services Legal-$1,225-$1,225
Other Expenses$163,930$101-$101
Total Functional Expenses$8,681,663$1,314,141$0$9,995,804

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,995,804
Total Expenses per Audited Statements$9,995,804
Total Expenses per Form 990$9,995,804
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$6,835,000$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

“The school has an agreement with red apple financial, an unrelated organization, to provide certain fiscal and administrative services.”

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

“The conflict of interest policy is 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
2026-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Blake Clark
Formed
2007
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
183
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 500 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/InvestmentsPubTradedSecGrp/EOYAmt08806523
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06386870
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011978589
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011538089
IRS990/LandBldgEquipCostOrOtherBssAmt017924959
IRS990/LegalDomicileStateCd0UT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt03364
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09808916
IRS990/NetAssetsOrFundBalancesEOYAmt011574960
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3364
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3364
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07214933
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09250629
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010791
IRS990/OccupancyGrp/ProgramServicesAmt0101038
IRS990/OccupancyGrp/TotalAmt0111829
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt089914
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0706265
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0796179
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1PROPERTY & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2EDUCATION MATERIAL
IRS990/OtherExpensesGrp/Desc3PARENT TEACHER ORG
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt069389
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1101
IRS990/OtherExpensesGrp/ProgramServicesAmt0348554
IRS990/OtherExpensesGrp/ProgramServicesAmt1180798
IRS990/OtherExpensesGrp/ProgramServicesAmt2163930
IRS990/OtherExpensesGrp/TotalAmt0417943
IRS990/OtherExpensesGrp/TotalAmt1180798
IRS990/OtherExpensesGrp/TotalAmt2163930
IRS990/OtherExpensesGrp/TotalAmt3101
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07011
IRS990/OtherRevenueTotalAmt07011
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0644946
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05032504
IRS990/OtherSalariesAndWagesGrp/TotalAmt05677450
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt048087
IRS990/PayrollTaxesGrp/ProgramServicesAmt0373649
IRS990/PayrollTaxesGrp/TotalAmt0421736
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt030106
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0233934
IRS990/PensionPlanContributionsGrp/TotalAmt0264040
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0270586
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0370007
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01978
IRS990/PrincipalOfficerNm0BLAKE CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0222784
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0222784
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010659628
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0448400
IRS990/PYOtherExpensesAmt02494889
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0218392
IRS990/PYRevenuesLessExpensesAmt01898149
IRS990/PYSalariesCompEmpBnftPaidAmt06933382
IRS990/PYTotalExpensesAmt09428271
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011326420
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01766044
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0229795
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01056959
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01607647
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07788831
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05136837
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012925668
IRS990ScheduleD/EquipmentGrp/BookValueAmt0396597
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0468372
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0864969
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt09995804
IRS990ScheduleD/LandGrp/BookValueAmt02418156
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02418156
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0934505
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0781661
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01716166
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt011761848
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011538089
IRS990ScheduleD/TotalExpensesPerForm990Amt09995804
IRS990ScheduleD/TotalRevenuePerForm990Amt011761848
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011761848
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09995804
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 SCHOOL RECEIVES FUNDING FROM THE STATE OF UTAH AS ADMINISTERED BY THE UTAH STATE OFFICE OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN ITS SCHOOL. THE SCHOOL HAS RECEIVED FEDERAL CHARTER SCHOOL 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
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/RetiredAmt06835000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$22,343,650
Liabilities
$10,768,690
Net assets
$11,574,960
Revenue
$11,761,848
Expenses
$9,995,804
Net income
$1,766,044
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