Civic Intelligence

Dual Immersion Academy

EIN 20-4801184 • 501(c)3 • Salt Lake City, UT

View Organization Page

Profile

To offer educational services in the form a public elementary charter school.

1155 South Glendale DriveSalt Lake City, UT 84104

www.diacharter.org

Siviq Scores

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

Liabilities / Assets

89th percentile

0.85x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

1.77x

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

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

Net Margin

37th percentile

0.2%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

28th percentile

$122,763

Higher top officer pay than 28% of similar nonprofits.

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

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

Asset Growth

31st percentile

-0.8%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

31st percentile

-0.9%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$12,432,300

Up $1,524,335 (+14%) from 2023

Liabilities

Up

$10,571,631

Up $1,121,222 (+12%) from 2023

Net Assets

Up

$1,860,669

Up $403,113 (+28%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin37th percentile

Revenue

Up

$5,969,788

Up $264,661 (+4.6%) from 2023

Expenses

Up

$5,959,183

Up $92,470 (+1.6%) from 2023

Net Income

Up

$10,605

Up $172,191 (+107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $7,074,145Liabilities 2011: $7,557,728Net Assets 2011: -$483,5832011Assets 2012: $7,031,847Liabilities 2012: $7,225,183Net Assets 2012: -$193,3362012Assets 2013: $7,142,676Liabilities 2013: $7,121,109Net Assets 2013: $21,5672013Assets 2015: $6,945,959Liabilities 2015: $6,614,043Net Assets 2015: $331,9162015Assets 2016: $7,097,728Liabilities 2016: $6,455,615Net Assets 2016: $642,1132016Assets 2017: $9,654,090Liabilities 2017: $8,633,147Net Assets 2017: $1,020,9432017Assets 2018: $9,762,059Liabilities 2018: $8,556,150Net Assets 2018: $1,205,9092018Assets 2019: $10,022,617Liabilities 2019: $8,507,804Net Assets 2019: $1,514,8132019Assets 2020: $9,996,024Liabilities 2020: $8,402,595Net Assets 2020: $1,593,4292020Assets 2021: $9,898,435Liabilities 2021: $8,480,895Net Assets 2021: $1,417,5402021Assets 2022: $10,000,430Liabilities 2022: $8,381,288Net Assets 2022: $1,619,1422022Assets 2023: $10,907,965Liabilities 2023: $9,450,409Net Assets 2023: $1,457,5562023Assets 2025: $12,432,300Liabilities 2025: $10,571,631Net Assets 2025: $1,860,6692025

Highlighted filing

2025

Assets$12,432,300
Liabilities$10,571,631
Net Assets$1,860,669
Open 2025 Filing

Operations Trend

Revenue Growth31st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,053,048Expenses 2011: $2,833,429Net Income 2011: $219,6192011Revenue 2012: $2,978,464Expenses 2012: $2,686,717Net Income 2012: $291,7472012Revenue 2013: $3,071,202Expenses 2013: $2,856,299Net Income 2013: $214,9032013Revenue 2015: $3,339,975Expenses 2015: $3,075,619Net Income 2015: $264,3562015Revenue 2016: $3,559,162Expenses 2016: $3,248,965Net Income 2016: $310,1972016Revenue 2017: $3,859,259Expenses 2017: $3,480,429Net Income 2017: $378,8302017Revenue 2018: $4,056,132Expenses 2018: $3,871,166Net Income 2018: $184,9662018Revenue 2019: $4,442,172Expenses 2019: $4,133,268Net Income 2019: $308,9042019Revenue 2020: $4,652,360Expenses 2020: $4,573,744Net Income 2020: $78,6162020Revenue 2021: $4,812,744Expenses 2021: $4,761,963Net Income 2021: $50,7812021Revenue 2022: $5,258,175Expenses 2022: $5,056,573Net Income 2022: $201,6022022Revenue 2023: $5,705,127Expenses 2023: $5,866,713Net Income 2023: -$161,5862023Revenue 2025: $5,969,788Expenses 2025: $5,959,183Net Income 2025: $10,6052025

Highlighted filing

2025

Revenue$5,969,788
Expenses$5,959,183
Net Income$10,605
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,432,300
Liabilities
$10,571,631
Net assets
$1,860,669
Revenue
$5,969,788
Expenses
$5,959,183
Net income
$10,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$10.6$1.86$5.97$5.96$0.01
2023Summary only. Only limited summary data is available for this year.$10.9$9.45$1.46$5.71$5.87$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$8.38$1.62$5.26$5.06$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.90$8.48$1.42$4.81$4.76$0.05
2020Summary only. Only limited summary data is available for this year.$10.00$8.40$1.59$4.65$4.57$0.08
2019Summary only. Only limited summary data is available for this year.$10.0$8.51$1.51$4.44$4.13$0.31
2018Summary only. Only limited summary data is available for this year.$9.76$8.56$1.21$4.06$3.87$0.18
2017Summary only. Only limited summary data is available for this year.$9.65$8.63$1.02$3.86$3.48$0.38
2016Summary only. Only limited summary data is available for this year.$7.10$6.46$0.64$3.56$3.25$0.31
2015Summary only. Only limited summary data is available for this year.$6.95$6.61$0.33$3.34$3.08$0.26
2013Summary only. Only limited summary data is available for this year.$7.14$7.12$0.02$3.07$2.86$0.21
2012Summary only. Only limited summary data is available for this year.$7.03$7.23$0.19$2.98$2.69$0.29
2011Summary only. Only limited summary data is available for this year.$7.07$7.56$0.48$3.05$2.83$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 4, 2026
Return Version
2024v5.5
Gross Receipts
$5,969,788
Mission and Program Overview

Mission

To offer educational services in the form a public elementary charter school.

To offer educational services in the form of a public charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,887,381$5,899,822▲ $12,441
Cash and Non-Interest-Bearing Accounts$2,135,841$2,161,107▲ $25,266
Savings and Temporary Cash Investments$2,007,745$2,099,287▲ $91,542
Investments in Publicly Traded Securities$1,540,583$1,395,743▼ $144,840
Pledges and Grants Receivable$615,223$423,574▼ $191,649
Prepaid Expenses and Deferred Charges$33,380--
Accounts Receivable$6,610$10,803▲ $4,193
Total Assets$12,534,931$12,432,300▼ $102,631
Other Assets Total$308,168$441,964▲ $133,796
Liabilities
Tax Exempt Bond Liabilities$8,605,000$8,480,000▼ $125,000
Deferred Revenue$1,324,391$1,348,171▲ $23,780
Accounts Payable and Accrued Expenses$688,860$691,851▲ $2,991
Mortgage Notes Payable Secured by Investment Property$66,616$51,609▼ $15,007
Total Liabilities$10,684,867$10,571,631▼ $113,236
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,842,063$1,860,669▲ $18,606
Net Assets With Donor Restrictions$8,001$0▼ $8,001
Total Net Assets Fund Balance$1,850,064$1,860,669▲ $10,605
Total Liabilities and Net Assets / Fund Balance$12,534,931$12,432,300▼ $102,631

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,549,395$3,097,722$7,647,117
Land$1,074,348-$1,074,348
Equipment$229,595$451,126$680,721
Leasehold Improvements$46,484$51,785$98,269
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela FanjulExecutive DirectorFT$109,723$13,040$122,763

Board Members and Trustees

NameTitle
Mac NewboldPresident
Arbie NersisiaMember
Dallin JonesMember
Lucia MurdockMember
Preston ReynoldsMember
Rocio FuentesMember
Teri SlaughMember
Victor JimenezMember
Revenue and Support

Revenue Composition

Contributions and Grants
$5,584,914
Program Service Revenue
$162,383
Investment Income
$166,147
Other Revenue
$56,344
All Other Contributions
$37,971
Change in Net Assets
$10,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,969,788
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,969,788
Total Revenue per Form 990
$5,969,788
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,478,997
Other Expenses$2,480,186
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,512,890$354,599-$2,867,489
Interest$398,146$86,135-$484,281
Fees for Services Other$228,657$190,403-$419,060
Other Employee Benefits$206,376$54,109-$260,485
Depreciation Depletion$237,294$13,900-$251,194
Payroll Taxes$213,910--$213,910
Occupancy$152,900$41,657-$194,557
Information Technology$160,530--$160,530
Fees for Services Management-$154,828-$154,828
Current Officers, Directors, Trustees, and Key Employees$109,723--$109,723
Other Expenses$94,909$104,388-$94,909
All Other Expenses$61,684$20,745-$82,429
Conferences and Meetings$32,369--$32,369
Travel$29,208--$29,208
Insurance$28,527--$28,527
Pension Plan Contributions$27,390--$27,390
Fees for Services Accounting-$21,150-$21,150
Fees for Services Legal-$18,000-$18,000
Office Expenses$6,188--$6,188
Advertising$3,125--$3,125
Total Functional Expenses$4,899,269$1,059,914$0$5,959,183

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,959,183
Total Expenses per Audited Statements$5,959,183
Total Expenses per Form 990$5,959,183
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 Authority2022-08-25$8,550,000To refund bonds and additional construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,550,000--$171,000

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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Certain financial and administrative duties are delegated to Red Apple Financial.”

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

“Outside management company and board finance committee review prior to filing.”

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

“Conflicts of interest are discussed in board meetings, when applicable.”

Form 990, Part VI, Section B, line 15

“The board reviews and approves Executive Director's compensation annually. The board reviews and approves compensation of all employees annually.”

Form 990, Part VI, Section C, line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Dual Immersion Academy
EIN
20-4801184
Phone
8019721425
Address
1155 South Glendale Drive, Salt Lake City, UT 84104

Signing Officer

Name
Angela Fanjul
Title
Executive Director
Phone
8019721425
Signed
2026-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Fanjul
Formed
2006
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
100
Volunteers
20

Preparer

Firm
Squire & Company PC
Address
1329 S 800 E, Orem, UT 84097
Preparer
M Paul Winward
Phone
8012256900
Raw XML AppendixShowing 400 of 484 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.

Path#Value
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt05899822
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IRS990/MissionDesc0To offer educational services in the form a public elementary charter school.
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IRS990/NetAssetsOrFundBalancesEOYAmt01860669
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01860669
IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt06188
IRS990/OfficerMailingAddressInd00
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IRS990/OperateHospitalInd00
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IRS990/OtherAssetsTotalGrp/EOYAmt0441964
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt054109
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0206376
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0260485
IRS990/OtherExpensesGrp/Desc0Food
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IRS990/OtherExpensesGrp/Desc2Dues and fees
IRS990/OtherExpensesGrp/Desc3Repairs and maintenance
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IRS990/OtherExpensesGrp/ProgramServicesAmt147208
IRS990/OtherExpensesGrp/ProgramServicesAmt296541
IRS990/OtherExpensesGrp/ProgramServicesAmt394909
IRS990/OtherExpensesGrp/TotalAmt0251694
IRS990/OtherExpensesGrp/TotalAmt1151596
IRS990/OtherExpensesGrp/TotalAmt296541
IRS990/OtherExpensesGrp/TotalAmt394909
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02512890
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IRS990/PensionPlanContributionsGrp/TotalAmt027390
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IRS990/PrincipalOfficerNm0Angela Fanjul
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14130
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide a preschool and after school day care
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0206147
IRS990/ProgSrvcAccomActy3Grp/Desc0Operation of a food service program for students and faculty.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0582241
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt04130
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IRS990/PYSalariesCompEmpBnftPaidAmt03410769
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06023232
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt02099287
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleD/BuildingsGrp/BookValueAmt04549395
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03097722
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07647117
IRS990ScheduleD/EquipmentGrp/BookValueAmt0229595
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0451126
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0680721
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05959183
IRS990ScheduleD/LandGrp/BookValueAmt01074348
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01074348
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt046484
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt051785
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt098269
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05969788
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05899822
IRS990ScheduleD/TotalExpensesPerForm990Amt05959183
IRS990ScheduleD/TotalRevenuePerForm990Amt05969788
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05969788
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05959183
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/NondiscriminatoryPolicyStmtInd00
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd00
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0This organization is excused from formal compliance with Rev. Proc. 75-50 as long as the school's charter with the State of Utah remains in effect.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1The organization receives state and federal grants to operate.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 6
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IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0Issuer Name: Utah Charter School Finance Authority Date the Rebate Computation was Performed: 12/05/2023
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0Date Rebate Computation Performed
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IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02022-08-25
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TT29
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt08550000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0Utah Charter School Finance Authority
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0To refund bonds and additional construction
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IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
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IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
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IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt08550000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Certain financial and administrative duties are delegated to Red Apple Financial.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Outside management company and board finance committee review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conflicts of interest are discussed in board meetings, when applicable.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board reviews and approves Executive Director's compensation annually. The board reviews and approves compensation of all employees annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19

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