Civic Intelligence

Excelsior Academy

990 • Fiscal year 2018 • EIN 26-0806243

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 06, 2019

Organization ProfileEXCELSIOR-ACADEMY.ORG

View Organization Page

124 E Erda WayErda, UT 84074

(435) 882-3062

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.99x

Higher debt load relative to assets than 92% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

3.11x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

36th percentile

0.1%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

24th percentile

$107,900

Higher top officer pay than 24% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

95th percentile

67%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

2.6%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$16,151,463

Up $6,486,903 (+67%) from 2017

Net Assets

Up

$152,396

Up $3,864 (+2.6%) from 2017

Liabilities

Up

$15,999,067

Up $6,483,039 (+68%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin36th percentile

Revenue

Up

$5,142,617

Up $131,183 (+2.6%) from 2017

Expenses

Up

$5,138,753

Up $181,053 (+3.7%) from 2017

Net Income

Down

$3,864

Down $49,870 (-93%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$40M$30M$20M$10M$0-$10MAssets 2010: $9,973,322Liabilities 2010: $10,040,807Net Assets 2010: -$67,4852010Assets 2012: $10,166,016Liabilities 2012: $9,762,165Net Assets 2012: $403,8512012Assets 2013: $10,390,775Liabilities 2013: $10,073,397Net Assets 2013: $317,3782013Assets 2014: $10,308,111Liabilities 2014: $10,002,580Net Assets 2014: $305,5312014Assets 2015: $10,063,836Liabilities 2015: $9,863,996Net Assets 2015: $199,8402015Assets 2016: $9,853,543Liabilities 2016: $9,758,745Net Assets 2016: $94,7982016Assets 2017: $9,664,560Liabilities 2017: $9,516,028Net Assets 2017: $148,5322017Assets 2018: $16,151,463Liabilities 2018: $15,999,067Net Assets 2018: $152,3962018Assets 2019: $19,135,610Liabilities 2019: $18,902,690Net Assets 2019: $232,9202019Assets 2020: $19,935,758Liabilities 2020: $18,754,382Net Assets 2020: $1,181,3762020Assets 2021: $20,542,064Liabilities 2021: $18,283,704Net Assets 2021: $2,258,3602021Assets 2022: $21,101,376Liabilities 2022: $18,306,071Net Assets 2022: $2,795,3052022Assets 2023: $23,878,711Liabilities 2023: $19,958,531Net Assets 2023: $3,920,1802023Assets 2024: $29,294,877Liabilities 2024: $24,061,409Net Assets 2024: $5,233,4682024Assets 2025: $30,206,264Liabilities 2025: $23,395,285Net Assets 2025: $6,810,9792025

Highlighted filing

2018

Assets$16,151,463
Liabilities$15,999,067
Net Assets$152,396
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,785,2772010Expenses 2012: $3,774,4752012Expenses 2013: $4,140,9202013Revenue 2014: $4,246,502Expenses 2014: $4,429,369Net Income 2014: -$182,8672014Revenue 2015: $4,313,646Expenses 2015: $4,419,337Net Income 2015: -$105,6912015Revenue 2016: $4,316,550Expenses 2016: $4,421,592Net Income 2016: -$105,0422016Revenue 2017: $5,011,434Expenses 2017: $4,957,700Net Income 2017: $53,7342017Revenue 2018: $5,142,617Expenses 2018: $5,138,753Net Income 2018: $3,8642018Revenue 2019: $7,786,171Expenses 2019: $7,705,647Net Income 2019: $80,5242019Revenue 2020: $10,443,579Expenses 2020: $9,495,121Net Income 2020: $948,4582020Revenue 2021: $11,983,067Expenses 2021: $10,906,083Net Income 2021: $1,076,9842021Revenue 2022: $14,135,210Expenses 2022: $13,284,070Net Income 2022: $851,1402022Revenue 2023: $14,345,949Expenses 2023: $13,221,074Net Income 2023: $1,124,8752023Revenue 2024: $15,701,909Expenses 2024: $14,388,621Net Income 2024: $1,313,2882024Revenue 2025: $16,804,889Expenses 2025: $15,227,378Net Income 2025: $1,577,5112025

Highlighted filing

2018

Revenue$5,142,617
Expenses$5,138,753
Net Income$3,864
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$5,142,617
Mission and Program Overview

Mission

Excelsior academy's mission is to educate scholars with a broad classical foundation of knowledge, assisting them with opportunities to learn at their challenge level, in an intentionally inviting environment to help scholars acquire a life-long love of learning

Excelsior academy is a public charter school with a mission to educate scholars with a broad classical foundation of knowledge, assisting them with opportunities to learn at their challenge level, in an intentionally inviting environment to help scholars acquire a life-long love of learning

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,297,871$15,034,389▲ $6,736,518
Cash and Non-Interest-Bearing Accounts$1,233,703$792,061▼ $441,642
Pledges and Grants Receivable$62,083$140,684▲ $78,601
Prepaid Expenses and Deferred Charges$17,212$130,585▲ $113,373
Savings and Temporary Cash Investments$53,691$53,744▲ $53
Total Assets$9,664,560$16,151,463▲ $6,486,903
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,114,912$14,402,608▲ $5,287,696
Accounts Payable and Accrued Expenses$401,116$1,596,459▲ $1,195,343
Total Liabilities$9,516,028$15,999,067▲ $6,483,039
Net Assets / Fund Balance
Unrestricted Net Assets$123,934$136,896▲ $12,962
Temporarily Rstr Net Assets$24,598$15,500▼ $9,098
Total Net Assets Fund Balance$148,532$152,396▲ $3,864
Total Liabilities and Net Assets / Fund Balance$9,664,560$16,151,463▲ $6,486,903

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,280,938$2,077,224$9,358,162
Other Land Buildings$6,840,627-$6,840,627
Equipment$149,473$412,248$561,721
Land$400,000-$400,000
Leasehold Improvements$363,351$28,313$391,664
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie EcclesExecutive DirectorFT$90,858$17,042$107,900
Jacquelyn JohnsonElementry DirectorFT$68,482$6,653$75,135
Gichin MarsdenMiddle School DirectorFT$38,552$3,600$42,152

Board Members and Trustees

NameTitle
Rosalyn WynnBoard Chair
Miles LawrenceBoard Vice Chair
John WeaverBoard Member
Trisha RichardsBoard Member
Cylee PressleyBoard Secretary
Angie JenkinsBoard Treasurer
Cathy HunterSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Charter SolutionsManagement Services12608 S 125 W STE C, Draper, UT 84020$106,080
Revenue and Support

Revenue Composition

Contributions and Grants
$4,991,454
Program Service Revenue
$148,871
Investment Income
$1,857
Other Revenue
$435
All Other Contributions
$21,201
Change in Net Assets
$3,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,142,617
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,142,617
Total Revenue per Form 990
$5,142,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,545,658
Other Expenses$1,593,095
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,537,755$45,495-$2,583,250
Interest$470,899$104-$471,003
Other Employee Benefits$384,635$7,348-$391,983
Depreciation Depletion$297,553--$297,553
Current Officers, Directors, Trustees, and Key Employees$225,187--$225,187
Payroll Taxes$202,942$3,223-$206,165
Pension Plan Contributions$136,362$2,711-$139,073
Fees for Services Other$125,836$1,504-$127,340
Fees for Services Management$111,195$313-$111,508
Information Technology$56,028--$56,028
All Other Expenses$29,398$707-$30,105
Fees for Services Legal$25,641$3,669-$29,310
Other Expenses$25,343$2,678-$25,343
Insurance$15,573$825-$16,398
Fees for Services Accounting$8,101$1,159-$9,260
Advertising$6,344$861-$7,205
Travel$6,919$159-$7,078
Occupancy$2,651--$2,651
Office Expenses$1,155--$1,155
Total Functional Expenses$5,067,997$70,756$0$5,138,753

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,138,753
Total Expenses per Audited Statements$5,138,753
Total Expenses per Form 990$5,138,753
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
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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 charter solutions, inc to provide certain fiscal and administrative services.”

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

“The tax return is reviewed by the director before the return is filed. After the return has been filed the board reviews the return at the next board meeting.”

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

“Annually, the board members are required to disclose any conflicts of interest through an annual questionnaire. If any issues arise the board will consider the conflict to see if any actions need to be taken.”

Form 990, Part VI, Section C, Line 19

“All documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Excelsior Academy
EIN
26-0806243
Phone
4358823062
Address
124 E ERDA WAY, ERDA, UT 84074

Signing Officer

Name
Rosalyn Wynn
Title
Board Chair
Phone
4358823062
Signed
2019-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosalyn Wynn
Formed
2009
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
136
Volunteers
25

Preparer

Firm
Eide Bailly Llp
Address
5929 FASHION POINTE DR STE 300, OGDEN, UT 84403-4684
Preparer
Chett Campbell CPA
Phone
8016211575
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The academy is organized as a utah nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as organizations described in section 501(c)(3), qualify for the charitable contribution deduction under section 170(b)(1)(a)(ii), and has been determined not to be private foundations under sections 509(a)(1). The academy is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the academy is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. The academy has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. The academy believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The academy would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Raw XML AppendixShowing 400 of 455 raw XML fields

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IRS990/LandBldgEquipAccumDeprecAmt02517785
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08297871
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015034389
IRS990/LandBldgEquipCostOrOtherBssAmt017552174
IRS990/LegalDomicileStateCd0UT
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EDUCATE SCHOLARS WITH A BROAD CLASSICAL FOUNDATION OF KNOWLEDGE, ASSISTING THEM WITH OPPORTUNITIES TO LEARN AT THEIR CHALLENGE LEVEL, IN AN INTENTIONALLY INVITING ENVIRONMENT TO HELP SCHOLARS ACQUIRE A LIFE-LONG LOVE OF LEARNING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt09114912
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt014402608
IRS990/NetAssetsOrFundBalancesBOYAmt0148532
IRS990/NetAssetsOrFundBalancesEOYAmt0152396
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0435
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0435
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt02651
IRS990/OccupancyGrp/TotalAmt02651
IRS990/OfficeExpensesGrp/ProgramServicesAmt01155
IRS990/OfficeExpensesGrp/TotalAmt01155
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07348
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0384635
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0391983
IRS990/OtherExpensesGrp/Desc0CURRICULUM EXPENSE
IRS990/OtherExpensesGrp/Desc1LUNCH PROGRAM
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02678
IRS990/OtherExpensesGrp/ProgramServicesAmt0186511
IRS990/OtherExpensesGrp/ProgramServicesAmt1159649
IRS990/OtherExpensesGrp/ProgramServicesAmt252320
IRS990/OtherExpensesGrp/ProgramServicesAmt325343
IRS990/OtherExpensesGrp/TotalAmt0189189
IRS990/OtherExpensesGrp/TotalAmt1159649
IRS990/OtherExpensesGrp/TotalAmt252320
IRS990/OtherExpensesGrp/TotalAmt325343
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt045495
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02537755
IRS990/OtherSalariesAndWagesGrp/TotalAmt02583250
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03223
IRS990/PayrollTaxesGrp/ProgramServicesAmt0202942
IRS990/PayrollTaxesGrp/TotalAmt0206165
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02711
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0136362
IRS990/PensionPlanContributionsGrp/TotalAmt0139073
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt062083
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0140684
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017212
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0130585
IRS990/PrincipalOfficerNm0ROSALYN WYNN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES AND ACTIV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0148871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0148871
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04640100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02055
IRS990/PYOtherExpensesAmt01759366
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0369279
IRS990/PYRevenuesLessExpensesAmt053734
IRS990/PYSalariesCompEmpBnftPaidAmt03198334
IRS990/PYTotalExpensesAmt04957700
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05011434
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03864
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0435
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0148871
IRS990/SavingsAndTempCashInvstGrp/BOYAmt053691
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053744
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07280938
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02077224
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09358162
IRS990ScheduleD/EquipmentGrp/BookValueAmt0149473
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0412248
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0561721
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05138753
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0363351
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt028313
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0391664
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06840627
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06840627
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05142617
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY IS ORGANIZED AS A UTAH NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(II), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER SECTIONS 509(A)(1). THE ACADEMY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ACADEMY HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE ACADEMY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ACADEMY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015034389
IRS990ScheduleD/TotalExpensesPerForm990Amt05138753
IRS990ScheduleD/TotalRevenuePerForm990Amt05142617
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05142617
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05138753
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 SCHOOL IS EXCUSED FROM 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 ACADEMY RECEIVES FUNDING FROM THE STATE OF UTAH AS ADMINISTERED BY THE UTAH STATE OFFICE OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN THE ACADEMY. THE ACADEMY HAS ALSO 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
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS AN AGREEMENT WITH CHARTER SOLUTIONS, INC TO PROVIDE CERTAIN FISCAL AND ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED BY THE DIRECTOR BEFORE THE RETURN IS FILED. AFTER THE RETURN HAS BEEN FILED THE BOARD REVIEWS THE RETURN AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST THROUGH AN ANNUAL QUESTIONNAIRE. IF ANY ISSUES ARISE THE BOARD WILL CONSIDER THE CONFLICT TO SEE IF ANY ACTIONS NEED TO BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC 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 C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt024598
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt015500
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09664560
IRS990/TotalAssetsEOYAmt016151463
IRS990/TotalAssetsGrp/BOYAmt09664560
IRS990/TotalAssetsGrp/EOYAmt016151463
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04991454
IRS990/TotalEmployeeCnt0136
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070756
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05067997
IRS990/TotalFunctionalExpensesGrp/TotalAmt05138753
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09516028
IRS990/TotalLiabilitiesEOYAmt015999067
IRS990/TotalLiabilitiesGrp/BOYAmt09516028
IRS990/TotalLiabilitiesGrp/EOYAmt015999067
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0148532
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0152396
IRS990/TotalOtherCompensationAmt027295
IRS990/TotalProgramServiceExpensesAmt05067997
IRS990/TotalProgramServiceRevenueAmt0148871
IRS990/TotalReportableCompFromOrgAmt0197892
IRS990/TotalRevenueGrp/ExclusionAmt01857
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0149306
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05142617
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,151,463
Liabilities
$15,999,067
Net assets
$152,396
Revenue
$5,142,617
Expenses
$5,138,753
Net income
$3,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.2$23.4$6.81$16.8$15.2$1.58
2024Detailed filing. Detailed filing data is available for this year.$29.3$24.1$5.23$15.7$14.4$1.31
2023Detailed filing. Detailed filing data is available for this year.$23.9$20.0$3.92$14.3$13.2$1.12
2022Detailed filing. Detailed filing data is available for this year.$21.1$18.3$2.80$14.1$13.3$0.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$18.3$2.26$12.0$10.9$1.08
2020Detailed filing. Detailed filing data is available for this year.$19.9$18.8$1.18$10.4$9.50$0.95
2019Detailed filing. Detailed filing data is available for this year.$19.1$18.9$0.23$7.79$7.71$0.08
2018Detailed filing. Detailed filing data is available for this year.$16.2$16.0$0.15$5.14$5.14$0.00
2017Detailed filing. Detailed filing data is available for this year.$9.66$9.52$0.15$5.01$4.96$0.05
2016Detailed filing. Detailed filing data is available for this year.$9.85$9.76$0.09$4.32$4.42$0.11
2015Detailed filing. Detailed filing data is available for this year.$10.1$9.86$0.20$4.31$4.42$0.11
2014Detailed filing. Detailed filing data is available for this year.$10.3$10.0$0.31$4.25$4.43$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$10.1$0.32$4.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$9.76$0.40$3.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.97$10.0$0.07$3.79