Civic Intelligence

Elizabeth Academy

990 • Fiscal year 2018 • EIN 26-1172983

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.ELIZABETHACADEMY.COM
2870 South Connor StreetSalt Lake City, UT 84109

(801) 281-4848

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$14,750,383

Up $658,569 (+4.7%) from 2017

Net Assets

Up

$14,718,925

Up $703,080 (+5.0%) from 2017

Liabilities

Down

$31,458

Down $44,511 (-59%) from 2017

Revenue And Expenses

Revenue

Up

$4,735,528

Up $1,980,397 (+72%) from 2017

Expenses

Up

$4,032,448

Up $465,687 (+13%) from 2017

Net Income

Up

$703,080

Up $1,514,710 (+187%) from 2017

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $3,350,359Liabilities 2010: $0Net Assets 2010: $3,350,3592010Assets 2011: $4,424,102Liabilities 2011: $0Net Assets 2011: $4,424,1022011Assets 2012: $7,168,680Liabilities 2012: $4,239Net Assets 2012: $7,164,4412012Assets 2013: $15,559,334Liabilities 2013: $5,053,444Net Assets 2013: $10,505,8902013Assets 2014: $16,038,364Liabilities 2014: $2,547,097Net Assets 2014: $13,491,2672014Assets 2015: $15,701,005Liabilities 2015: $70,079Net Assets 2015: $15,630,9262015Assets 2016: $14,890,525Liabilities 2016: $63,050Net Assets 2016: $14,827,4752016Assets 2017: $14,091,814Liabilities 2017: $75,969Net Assets 2017: $14,015,8452017Assets 2018: $14,750,383Liabilities 2018: $31,458Net Assets 2018: $14,718,9252018Assets 2018: $34,199,339Liabilities 2018: $12,921,874Net Assets 2018: $21,277,4652018Assets 2019: $33,760,092Liabilities 2019: $9,876,869Net Assets 2019: $23,883,2232019Assets 2020: $32,558,532Liabilities 2020: $8,178,990Net Assets 2020: $24,379,5422020Assets 2021: $22,998,155Liabilities 2021: $115,494Net Assets 2021: $22,882,6612021Assets 2022: $22,897,525Liabilities 2022: $104,033Net Assets 2022: $22,793,4922022

Highlighted filing

2018

Assets$14,750,383
Liabilities$31,458
Net Assets$14,718,925
Open 2018 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $681,3552010Expenses 2011: $939,5372011Expenses 2012: $1,291,1782012Revenue 2013: $5,011,205Expenses 2013: $1,669,756Net Income 2013: $3,341,4492013Revenue 2014: $5,448,055Expenses 2014: $2,462,678Net Income 2014: $2,985,3772014Revenue 2015: $4,831,191Expenses 2015: $2,691,532Net Income 2015: $2,139,6592015Revenue 2016: $2,133,315Expenses 2016: $2,936,766Net Income 2016: -$803,4512016Revenue 2017: $2,755,131Expenses 2017: $3,566,761Net Income 2017: -$811,6302017Revenue 2018: $4,735,528Expenses 2018: $4,032,448Net Income 2018: $703,0802018Revenue 2018: $6,567,304Expenses 2018: $4,218,331Net Income 2018: $2,348,9732018Revenue 2019: $7,527,233Expenses 2019: $4,921,475Net Income 2019: $2,605,7582019Revenue 2020: $5,892,482Expenses 2020: $5,396,163Net Income 2020: $496,3192020Revenue 2021: $5,537,962Expenses 2021: $7,027,730Net Income 2021: -$1,489,7682021Revenue 2022: $7,318,991Expenses 2022: $7,408,160Net Income 2022: -$89,1692022

Highlighted filing

2018

Revenue$4,735,528
Expenses$4,032,448
Net Income$703,080
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$4,735,528
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,640,837$13,205,555▼ $435,282
Cash and Non-Interest-Bearing Accounts$255,013$1,203,943▲ $948,930
Pledges and Grants Receivable$102,871$264,808▲ $161,937
Prepaid Expenses and Deferred Charges$29,076$33,456▲ $4,380
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$14,091,814$14,750,383▲ $658,569
Other Assets Total$64,017$42,621▼ $21,396
Liabilities
Accounts Payable and Accrued Expenses$64,664$22,931▼ $41,733
Other Liabilities$11,305$8,527▼ $2,778
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$75,969$31,458▼ $44,511
Net Assets / Fund Balance
Unrestricted Net Assets$14,015,845$14,718,925▲ $703,080
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$14,015,845$14,718,925▲ $703,080
Total Liabilities and Net Assets / Fund Balance$14,091,814$14,750,383▲ $658,569

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,634,952$2,310,562$10,945,514
Land$3,818,037-$3,818,037
Equipment$366,535$935,984$1,302,519
Other Land Buildings$47,990$436,209$484,199
Leasehold Improvements$338,041$12,285$350,326
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer SpiknerHead of SchoolFT$99,133$1,900$101,033
Gail WilliamsenTrusteeFT$900-$900
Brianna SonkensTrusteePT$900-$900
Brooke WilliamsenTrustee-$900-$900
Stephen SonkensTrustee-$900-$900
Thom WilliamsenTrustee-$900-$900
Travis WilliamsenTrustee-$900-$900
Steve MorganOfficer-$600-$600
Vanessa WilliamsenTrustee-$504-$504

Board Members and Trustees

NameTitle
Kim McreynoldsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,182,951
Program Service Revenue
$2,505,931
Investment Income
$0
Other Revenue
$46,646
All Other Contributions
$2,182,951
Change in Net Assets
$703,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,602,011
Other Expenses$1,430,437
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,707,192$658,956-$2,366,148
Depreciation Depletion$574,660--$574,660
Fees for Services Other$180,360$27,000-$207,360
Office Expenses$189,539$9,054-$198,593
Payroll Taxes$106,744$67,103-$173,847
Information Technology$55,065--$55,065
Other Employee Benefits$49,186--$49,186
Insurance$42,052$3,390-$45,442
Advertising$23,674--$23,674
Fees for Services Legal-$18,309-$18,309
All Other Expenses-$14,536-$14,536
Current Officers, Directors, Trustees, and Key Employees-$6,504-$6,504
Pension Plan Contributions$6,326--$6,326
Fees for Services Accounting-$5,400-$5,400
Other Expenses$117,673$3,634-$3,634
Interest-$41-$41
Total Functional Expenses$3,214,226$818,222$0$4,032,448
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$6,727
Refundable Commitment$1,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 - Related Party Information Among Officers

“Gail williamsen, trustee & spouse thom williamsen, trustee gail williamsen, trustee & daughter brianna sonkens, trustee gail williamsen, trustee & daughter vanessa williamsen, trustee gail williamsen, trustee & son travis williamsen, trustee brianna sonkens, trustee & husband stephen sonkens, trustee”

Form 990, Part VI, Line 7A - Election of Members and Their Rights

“Board members and trustees may elect more members”

Form 990, Part VI, Line 7B - Decisions Subject to Approval of Members

“YES”

FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990

“Signing trustee reviews form 990 before it is filed”

Filing and Contact Details

Filer

Filer Name
Elizabeth Academy
EIN
26-1172983
In Care Of
% JESSICA COLLINS
Phone
8012814848
Address
2870 South Connor Street, Salt Lake City, UT 84109

Signing Officer

Name
Gail Williamsen
Title
Trustee
Phone
8012814848
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gail Williamsen
Formed
2007
Legal Domicile
Ut
Voting Board Members
9
Independent Board Members
9
Employees
122

Preparer

Firm
Bdo USA Llp
Address
299 S MAIN ST 10TH FLOOR, SALT LAKE CITY, UT 84111
Preparer
Joanna Johnston
Phone
8012691818
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Elizabeth Academy is committed to providing a nationally accredited inclusive Montessori education that emphasizes cooperative learning and nourishes young minds and spirits. "We believe that on the child rests the future of humanity; so we must love, value and respect the children and every child. All children are unique and we will diligently strive to meet them at their individual need, realizing that this benefits the whole. We will focus on all strengths, overcome weakness and imagine possibilities."”

Form 990, Part, VI, Line 19 - Governing Documents Disclosure Explanation

“Governing documents are available upon request”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13634
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IRS990/OtherExpensesGrp/ProgramServicesAmt1137950
IRS990/OtherExpensesGrp/ProgramServicesAmt2117673
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IRS990/OtherExpensesGrp/TotalAmt1137950
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IRS990/PayrollTaxesGrp/TotalAmt0173847
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1236309
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt024414
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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01030740
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0706530
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IRS990/PYOtherExpensesAmt01547991
IRS990/PYOtherRevenueAmt0-8560
IRS990/PYProgramServiceRevenueAmt02204459
IRS990/PYRevenuesLessExpensesAmt0-811630
IRS990/PYSalariesCompEmpBnftPaidAmt02018770
IRS990/PYTotalExpensesAmt03566761
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$14,750,383
Liabilities
$31,458
Net assets
$14,718,925
Revenue
$4,735,528
Expenses
$4,032,448
Net income
$703,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$0.10$22.8$7.32$7.41$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$0.12$22.9$5.54$7.03$1.49
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.6$8.18$24.4$5.89$5.40$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$9.88$23.9$7.53$4.92$2.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$12.9$21.3$6.57$4.22$2.35
2018Detailed filing. Detailed filing data is available for this year.$14.8$0.03$14.7$4.74$4.03$0.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.08$14.0$2.76$3.57$0.81
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.06$14.8$2.13$2.94$0.80
2015Detailed filing. Detailed filing data is available for this year.$15.7$0.07$15.6$4.83$2.69$2.14
2014Detailed filing. Detailed filing data is available for this year.$16.0$2.55$13.5$5.45$2.46$2.99
2013Detailed filing. Detailed filing data is available for this year.$15.6$5.05$10.5$5.01$1.67$3.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$0.00$7.16$1.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.00$4.42$0.94
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.68