Civic Intelligence

Monticello Academy Inc.

990 • Fiscal year 2021 • EIN 20-4303874

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 21, 2022

Organization ProfileWWW.MONTICELLOACADEMY.NET
2782 South Corporate Park DriveWest Valley City, UT 84120

(801) 417-8040

Siviq Scores

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

Liabilities / Assets

95th percentile

1.04x

Higher debt load relative to assets than 95% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

2.57x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

14th percentile

-6.7%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$164,717

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

93rd percentile

68%

Faster asset growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

44%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$19,308,267

Up $7,823,609 (+68%) from 2020

Net Assets

Down

-$812,452

Down $2,230,029 (-157%) from 2020

Liabilities

Up

$20,120,719

Up $10,053,638 (+100%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin14th percentile

Revenue

Up

$7,821,521

Up $2,372,943 (+44%) from 2020

Expenses

Up

$8,343,800

Up $2,723,053 (+48%) from 2020

Net Income

Down

-$522,279

Down $350,110 (-203%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$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

2021

Assets$19,308,267
Liabilities$20,120,719
Net Assets-$812,452
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

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

2021

Revenue$7,821,521
Expenses$8,343,800
Net Income-$522,279
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 21, 2022
Return Version
2020v4.0
Gross Receipts
$7,822,128
Mission and Program Overview

Mission

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,628,233$16,031,807▲ $8,403,574
Savings and Temporary Cash Investments$2,241,965$1,939,010▼ $302,955
Cash and Non-Interest-Bearing Accounts$813,264$1,160,716▲ $347,452
Pledges and Grants Receivable$178,396$159,718▼ $18,678
Accounts Receivable$12,760$17,016▲ $4,256
Total Assets$11,484,658$19,308,267▲ $7,823,609
Other Assets Total$610,040--
Liabilities
Mortgage Notes Payable Secured by Investment Property-$8,792,883-
Tax Exempt Bond Liabilities$8,750,000$8,385,000▼ $365,000
Other Liabilities$679,084$1,885,245▲ $1,206,161
Accounts Payable and Accrued Expenses$526,856$602,012▲ $75,156
Unsecured Notes Loans Payable-$300,000-
Deferred Revenue$111,141$155,579▲ $44,438
Total Liabilities$10,067,081$20,120,719▲ $10,053,638
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,417,577$-812,452▼ $2,230,029
Total Net Assets Fund Balance$1,417,577$-812,452▼ $2,230,029
Total Liabilities and Net Assets / Fund Balance$11,484,658$19,308,267▲ $7,823,609

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,932,809$2,631,882$7,564,691
Land$1,475,813-$1,475,813
Leasehold Improvements$873,224$188,062$1,061,286
Equipment$225,749$647,806$873,555
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dane RobertsSchool DirecFT$65,437$99,280$164,717
Dane RobertsSchool Director-$65,437$40,343$105,780
Kim ColemanExecutive DiFT-$20,000$20,000

Board Members and Trustees

NameTitle
Jennifer WarnasTrustee
Joel ColemanTrustee
Martell WintersTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$7,732,486
Program Service Revenue
$41,943
Investment Income
$9,440
Other Revenue
$37,652
All Other Contributions
$19,440
Change in Net Assets
$-522,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,807,463
Other Expenses$3,536,337
Total Fundraising Expense$18,866
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,079,038$550,867$191$3,630,096
Interest$503,999$104,470$1,379$609,848
Depreciation Depletion$472,162$97,870$1,291$571,323
Other Employee Benefits$516,556--$516,556
Fees for Services Management-$400,000-$400,000
Pension Plan Contributions$332,621--$332,621
Occupancy$236,910$79,782$688$317,380
Information Technology$308,637--$308,637
Payroll Taxes$262,753--$262,753
Other Expenses$79,082$62,884$15,254$157,220
Fees for Services Other$46,013$81,185-$127,198
Current Officers, Directors, Trustees, and Key Employees$65,437--$65,437
Insurance$38,638--$38,638
Advertising$20,461--$20,461
Fees for Services Accounting-$20,350-$20,350
All Other Expenses$18,735$1,348$63$20,146
Travel$4,313--$4,313
Total Functional Expenses$6,895,230$1,429,704$18,866$8,343,800
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Type 1 Supp OrgBusiness Mgmt SvcsNo$400,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Monticello Academy Properties$958,708
Pension Liability$796,857
Unamortized Bond Premium$129,680

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authori2014-02-12$10,670,000Purchase of land and school buildings

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$10,860,381-$9,042,460$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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Joel coleman kim coleman board mbr exec dir family relationship”

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

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

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

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

Form 990, Page 6, Part VI, Line 19

“Such documents are available upon request just as forms 990.”

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
Joel Coleman
Title
Trustee
Phone
8013944140
Signed
2022-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Coleman
Formed
2006
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
2
Employees
122
Volunteers
199

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Part XI, Line 9

“Removal of pension liabillity & bond issuance cost 0”

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IRS990/MissionDesc0THE 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.
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IRS990/OccupancyGrp/ManagementAndGeneralAmt079782
IRS990/OccupancyGrp/ProgramServicesAmt0236910
IRS990/OccupancyGrp/TotalAmt0317380
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0610040
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0516556
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0516556
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1TEXTBOOKS AND EQUIPMENT
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/FundraisingAmt015254
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030948
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt162884
IRS990/OtherExpensesGrp/ProgramServicesAmt0352311
IRS990/OtherExpensesGrp/ProgramServicesAmt1351046
IRS990/OtherExpensesGrp/ProgramServicesAmt2206518
IRS990/OtherExpensesGrp/ProgramServicesAmt379082
IRS990/OtherExpensesGrp/TotalAmt0352311
IRS990/OtherExpensesGrp/TotalAmt1351046
IRS990/OtherExpensesGrp/TotalAmt2237466
IRS990/OtherExpensesGrp/TotalAmt3157220
IRS990/OtherLiabilitiesGrp/BOYAmt0679084
IRS990/OtherLiabilitiesGrp/EOYAmt01885245
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt037652
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt037652
IRS990/OtherRevenueTotalAmt037652
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0191
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0550867
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03079038
IRS990/OtherSalariesAndWagesGrp/TotalAmt03630096
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0262753
IRS990/PayrollTaxesGrp/TotalAmt0262753
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0332621
IRS990/PensionPlanContributionsGrp/TotalAmt0332621
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0178396
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0159718
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOEL COLEMAN
IRS990/PriorPeriodAdjustmentsAmt0-1707750
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL ACTIVITIES AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL LUNCH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026444
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115499
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026444
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115499
IRS990/ProgSrvcAccomActy2Grp/Desc0TO OPERATE A SCHOOL LUNCH PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0685185
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt015499
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05309127
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt042842
IRS990/PYOtherExpensesAmt02163445
IRS990/PYOtherRevenueAmt023491
IRS990/PYProgramServiceRevenueAmt073118
IRS990/PYRevenuesLessExpensesAmt0-172169
IRS990/PYSalariesCompEmpBnftPaidAmt03457302
IRS990/PYTotalExpensesAmt05620747
IRS990/PYTotalRevenueAmt05448578
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-522279
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt026444
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02241965
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01939010
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt04932809
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02631882
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07564691
IRS990ScheduleD/EquipmentGrp/BookValueAmt0225749
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0647806
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0873555
IRS990ScheduleD/LandGrp/BookValueAmt01475813
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01475813
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0873224
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0188062
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01061286
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0958708
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1796857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2129680
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MONTICELLO ACADEMY PROPERTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2UNAMORTIZED BOND PREMIUM
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07507595
IRS990ScheduleD/TotalLiabilityAmt01885245
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
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, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt065437
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt058937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt025984
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt014359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANE ROBERTS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SCHOOL DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0105780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt058937
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0UTAH CHARTER SCHOOL FINANCE AUTHORIT PURCHASE OF LAND AND SCHOOL BUILDINGS
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0PURPOSE OF ISSUE DESCRIPTION
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02014-02-12
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0870362454
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum095639TAE5
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt010670000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORI
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0PURCHASE OF LAND AND SCHOOL BUILDINGS
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0true
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt01317523
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0500398
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt09042460
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02014
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt010860381
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0MONTICELLO ACADEMY PROPERTIES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TYPE 1 SUPP ORG
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0400000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BUSINESS MGMT SVCS
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOEL COLEMAN KIM COLEMAN BOARD MBR EXEC DIR FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUSINESS MANAGER AND EXECUTIVE DIRECTOR WILL REVIEW FORM 990 AND PRESENT A COPY TO THE BOARD OF DIRECTORS SUBSEQUENT TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARIES ARE COMPARED TO NEARBY SCHOOL DISTRICTS AND CHARTER SCHOOLS, THEN REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SALARIES ARE COMPARED TO NEARBY SCHOOL DISTRICTS AND CHARTER SCHOOLS, THEN REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST JUST AS FORMS 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REMOVAL OF PENSION LIABILLITY & BOND ISSUANCE COST 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0true
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0MONTICELLO

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,308,267
Liabilities
$20,120,719
Net assets
-$812,452
Revenue
$7,821,521
Expenses
$8,343,800
Net income
-$522,279
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