Civic Intelligence

Monticello Academy Inc

EIN 20-4303874 • 501(c)3 • West Valley City, UT

Profile

The mission of monticello academy is to prepare students for higher education by providing a well-rounded, rigorous liberal arts education and developing the traditional american traits of hard work and strong moral character that lead to academic and life success.

2782 South Corporate Park DriveWest Valley City, UT 84120

www.monticelloacademy.net

Siviq Scores

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

Liabilities / Assets

91st percentile

0.92x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

1.42x

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

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

Net Margin

50th percentile

4.7%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

-1.1%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

59th percentile

11%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$22,467,362

Up $154,987 (+0.7%) from 2024

Liabilities

Down

$20,736,965

Down $493,341 (-2.3%) from 2024

Net Assets

Up

$1,730,397

Up $648,328 (+60%) from 2024

Operations
Liabilities / Revenue85th percentileNet Margin50th percentile

Revenue

Up

$14,611,960

Up $1,528,314 (+12%) from 2024

Expenses

Up

$13,926,025

Up $1,089,763 (+8.5%) from 2024

Net Income

Up

$685,935

Up $438,551 (+177%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$30M$20M$10M$0-$10MAssets 2011: $10,956,102Liabilities 2011: $11,195,368Net Assets 2011: -$239,2662011Assets 2012: $11,028,503Liabilities 2012: $11,141,183Net Assets 2012: -$112,6802012Assets 2013: $11,089,104Liabilities 2013: $11,095,436Net Assets 2013: -$6,3322013Assets 2014: $11,281,891Liabilities 2014: $11,240,985Net Assets 2014: $40,9062014Assets 2015: $11,227,310Liabilities 2015: $10,949,719Net Assets 2015: $277,5912015Assets 2016: $11,580,989Liabilities 2016: $10,859,001Net Assets 2016: $721,9882016Assets 2017: $11,718,852Liabilities 2017: $10,748,072Net Assets 2017: $970,7802017Assets 2018: $11,679,055Liabilities 2018: $10,314,170Net Assets 2018: $1,364,8852018Assets 2019: $11,791,725Liabilities 2019: $10,201,979Net Assets 2019: $1,589,7462019Assets 2020: $11,484,658Liabilities 2020: $10,067,081Net Assets 2020: $1,417,5772020Assets 2021: $19,308,267Liabilities 2021: $20,120,719Net Assets 2021: -$812,4522021Assets 2022: $19,391,923Liabilities 2022: $18,559,740Net Assets 2022: $832,1832022Assets 2023: $22,952,325Liabilities 2023: $22,117,640Net Assets 2023: $834,6852023Assets 2024: $22,312,375Liabilities 2024: $21,230,306Net Assets 2024: $1,082,0692024Assets 2025: $22,467,362Liabilities 2025: $20,736,965Net Assets 2025: $1,730,3972025

Highlighted filing

2025

Assets$22,467,362
Liabilities$20,736,965
Net Assets$1,730,397
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,494,216Expenses 2011: $4,384,422Net Income 2011: $109,7942011Expenses 2012: $4,489,0532012Revenue 2013: $4,630,572Expenses 2013: $4,518,224Net Income 2013: $112,3482013Revenue 2014: $4,708,115Expenses 2014: $4,660,877Net Income 2014: $47,2382014Revenue 2015: $4,685,188Expenses 2015: $4,448,503Net Income 2015: $236,6852015Revenue 2016: $4,823,785Expenses 2016: $4,376,208Net Income 2016: $447,5772016Revenue 2017: $5,214,009Expenses 2017: $4,965,217Net Income 2017: $248,7922017Revenue 2018: $5,548,524Expenses 2018: $5,154,419Net Income 2018: $394,1052018Revenue 2019: $5,559,153Expenses 2019: $5,334,292Net Income 2019: $224,8612019Revenue 2020: $5,448,578Expenses 2020: $5,620,747Net Income 2020: -$172,1692020Revenue 2021: $7,821,521Expenses 2021: $8,343,800Net Income 2021: -$522,2792021Revenue 2022: $10,995,188Expenses 2022: $9,350,553Net Income 2022: $1,644,6352022Revenue 2023: $11,878,580Expenses 2023: $11,876,078Net Income 2023: $2,5022023Revenue 2024: $13,083,646Expenses 2024: $12,836,262Net Income 2024: $247,3842024Revenue 2025: $14,611,960Expenses 2025: $13,926,025Net Income 2025: $685,9352025

Highlighted filing

2025

Revenue$14,611,960
Expenses$13,926,025
Net Income$685,935
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$22,467,362
Liabilities
$20,736,965
Net assets
$1,730,397
Revenue
$14,611,960
Expenses
$13,926,025
Net income
$685,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.5$20.7$1.73$14.6$13.9$0.69
2024Detailed filing. Detailed filing data is available for this year.$22.3$21.2$1.08$13.1$12.8$0.25
2023Detailed filing. Detailed filing data is available for this year.$23.0$22.1$0.83$11.9$11.9$0.00
2022Detailed filing. Detailed filing data is available for this year.$19.4$18.6$0.83$11.0$9.35$1.64
2021Detailed filing. Detailed filing data is available for this year.$19.3$20.1$0.81$7.82$8.34$0.52
2020Detailed filing. Detailed filing data is available for this year.$11.5$10.1$1.42$5.45$5.62$0.17
2019Detailed filing. Detailed filing data is available for this year.$11.8$10.2$1.59$5.56$5.33$0.22
2018Detailed filing. Detailed filing data is available for this year.$11.7$10.3$1.36$5.55$5.15$0.39
2017Detailed filing. Detailed filing data is available for this year.$11.7$10.7$0.97$5.21$4.97$0.25
2016Detailed filing. Detailed filing data is available for this year.$11.6$10.9$0.72$4.82$4.38$0.45
2015Summary only. Only limited summary data is available for this year.$11.2$10.9$0.28$4.69$4.45$0.24
2014Summary only. Only limited summary data is available for this year.$11.3$11.2$0.04$4.71$4.66$0.05
2013Summary only. Only limited summary data is available for this year.$11.1$11.1$0.01$4.63$4.52$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$11.1$0.11$4.49
2011Summary only. Only limited summary data is available for this year.$11.0$11.2$0.24$4.49$4.38$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 22, 2026
Return Version
2024v5.5
Gross Receipts
$14,611,960
Mission and Program Overview

Mission

The mission of monticello academy is to provide a superior education for k-9 students by 1) placing a high priority on academic achievement and college preparation; 2)fostering traditional american values of hard work and strong moral character; 3)encouraging parents to resume their rights and responsibilities to influence the education of their children; 4) restoring strong art, music, and physical education components to the school curriculum; 5) utilizing state-of-the-art technology to enhance instruction and learning; 6)assisting students to gain knowledge, motivation, confidence, skills, and a lifelong love of learning.

The mission of Monticello Academy is to prepare students for higher education by providing a well-rounded, rigorous liberal arts education and developing the traditional American traits of hard work and strong moral character that lead to academic and life success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,574,661$18,103,974▼ $470,687
Cash and Non-Interest-Bearing Accounts$1,766,316$2,163,865▲ $397,549
Savings and Temporary Cash Investments$1,752,614$1,917,388▲ $164,774
Pledges and Grants Receivable$168,458$219,164▲ $50,706
Accounts Receivable$50,326$62,971▲ $12,645
Total Assets$22,312,375$22,467,362▲ $154,987
Liabilities
Tax Exempt Bond Liabilities$19,740,000$19,120,000▼ $620,000
Accounts Payable and Accrued Expenses$799,743$950,561▲ $150,818
Other Liabilities$424,799$603,845▲ $179,046
Deferred Revenue$180,651$55,946▼ $124,705
Unsecured Notes Loans Payable$85,113$6,613▼ $78,500
Total Liabilities$21,230,306$20,736,965▼ $493,341
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,082,069$1,730,397▲ $648,328
Total Net Assets Fund Balance$1,082,069$1,730,397▲ $648,328
Total Liabilities and Net Assets / Fund Balance$22,312,375$22,467,362▲ $154,987

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,575,302$4,106,319$18,681,621
Leasehold Improvements$1,840,837$463,519$2,304,356
Land$1,475,813-$1,475,813
Equipment$212,022$465,987$678,009
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dane RobertsExecutive DirectorFT$185,552$52,547$238,099
Lindsey HeinigCampus DirectorFT$108,044$44,110$152,154
Emile GibsonTrustee-$28,675-$28,675

Board Members and Trustees

NameTitle
Andrea GonzalesTrustee
Joel ColemanTrustee
Kim ColemanTrustee
Martell WintersTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$13,986,120
Program Service Revenue
$225,769
Investment Income
$95,506
Other Revenue
$304,565
All Other Contributions
$34,183
Change in Net Assets
$685,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,611,960
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$14,611,960
Total Revenue per Form 990
$14,611,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,894,206
Other Expenses$4,031,819
Total Fundraising Expense$41,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,806,792$957,478$392$6,764,662
Pension Plan Contributions$1,326,719--$1,326,719
Other Employee Benefits$1,018,743$48,275$25$1,067,043
Interest$865,256$94,547$2,900$962,703
Depreciation Depletion$559,211$31,266$53$590,530
Payroll Taxes$521,555--$521,555
Occupancy$458,581$43,447$1,393$503,421
Fees for Services Other$341,416$124,041$14$465,471
Information Technology$249,785--$249,785
Current Officers, Directors, Trustees, and Key Employees$214,227--$214,227
Other Expenses$125,264$29,350$37,179$125,264
Insurance$59,678--$59,678
Travel$59,154--$59,154
Fees for Services Accounting-$32,050-$32,050
All Other Expenses$27,749--$27,749
Advertising$25,793--$25,793
Office Expenses$14,850--$14,850
Fees for Services Legal-$7,216-$7,216
Total Functional Expenses$12,516,399$1,367,670$41,956$13,926,025

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,926,025
Total Expenses per Audited Statements$13,926,025
Total Expenses per Form 990$13,926,025
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
Pension liability$507,274
Unamortized bond premium$96,571

Bond Issues

BondIssuerIssuedIssue PricePurpose
BUtah Charter School Finance Authority2022-11-30$12,615,000Purchase of land and school buildings
AUtah Charter School Finance Authority2014-02-12$10,670,000Purchase of land and school buildings

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$12,615,000--$251,288
A$10,860,381--$500,398

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Family Relationship: Joel Coleman (Board Member) Kim Coleman (Board Member)”

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

“Business Manager and Executive Director will review Form 990 and present a copy to the Board of Directors subsequent to filing.”

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

“Board members declare annually any conflicts of interest. Items involving any conflict are noted in the board meeting minutes. Members of the board recuse themselves from voting on items of conflicting interest.”

Form 990, Part VI, Section B, line 15

“Salaries are compared to nearby school districts and charter schools, then reviewed and approved by the Board. Salaries are compared to nearby school districts and charter schools, then reviewed and approved by the Board.”

Form 990, Part VI, Section C, line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Monticello Academy Inc
EIN
20-4303874
Phone
8014178040
Address
2782 South Corporate Park Drive, West Valley City, UT 84120

Signing Officer

Name
Dane Roberts
Title
Executive Director
Phone
8014178040
Signed
2026-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dane Roberts
Formed
2006
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
220
Volunteers
735

Preparer

Firm
Squire & Company PC
Address
1329 S 800 E, Orem, UT 84097
Preparer
M Paul Winward
Phone
8012256900
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IRS990/MissionDesc0The mission of Monticello Academy is to prepare students for higher education by providing a well-rounded, rigorous liberal arts education and developing the traditional American traits of hard work and strong moral character that lead to academic and life success.
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IRS990/ProgSrvcAccomActy2Grp/Desc0To operate a school lunch program.
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
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IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The School is excused from formal compliance of Rev. Proc. 75-50 as long as its charter agreement with the State of Utah remains in effect.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1The School receives federal and state funds for operations.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 6
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Dane Roberts
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Lindsey Heinig
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