Civic Intelligence

Elizabeth Academy

990 • Fiscal year 2019 • EIN 26-1172983

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

2870 S Connor StreetSalt Lake City, UT 84109

(801) 281-4848

Siviq Scores

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

Liabilities / Assets

55th percentile

0.29x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

1.31x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$122,308

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

25th percentile

-1.3%

Faster asset growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Down

$33,760,092

Down $439,247 (-1.3%) from 2018

Net Assets

Up

$23,883,223

Up $2,605,758 (+12%) from 2018

Liabilities

Down

$9,876,869

Down $3,045,005 (-24%) from 2018

Revenue

Up

$7,527,233

Up $959,929 (+15%) from 2018

Expenses

Up

$4,921,475

Up $703,144 (+17%) from 2018

Net Income

Up

$2,605,758

Up $256,785 (+11%) from 2018

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: $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

2019

Assets$33,760,092
Liabilities$9,876,869
Net Assets$23,883,223

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: $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

2019

Revenue$7,527,233
Expenses$4,921,475
Net Income$2,605,758
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Gross Receipts
$7,527,233
Mission and Program Overview

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."

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$22,688,079$30,279,302▲ $7,591,223
Accounts Receivable$264,808$658,080▲ $393,272
Cash and Non-Interest-Bearing Accounts$1,203,879$563,448▼ $640,431
Prepaid Expenses and Deferred Charges$33,456$28,377▼ $5,079
Total Assets$34,199,339$33,760,092▼ $439,247
Other Assets Total$10,009,117$2,230,885▼ $7,778,232
Liabilities
Other Liabilities$12,898,943$9,851,182▼ $3,047,761
Accounts Payable and Accrued Expenses$22,931$25,687▲ $2,756
Total Liabilities$12,921,874$9,876,869▼ $3,045,005
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,277,465$23,883,223▲ $2,605,758
Total Net Assets Fund Balance$21,277,465$23,883,223▲ $2,605,758
Total Liabilities and Net Assets / Fund Balance$34,199,339$33,760,092▼ $439,247

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,391,467$2,994,605$18,386,072
Land$14,225,035-$14,225,035
Equipment$289,535$1,038,570$1,328,105
Leasehold Improvements$44,206$463,611$507,817
Other Land Buildings$329,059$21,267$350,326
Other Assets Org$2,230,885--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer SpiknerHead of SchoFT$122,308$122,308
Gail WilliamsenDirectorFT$3,135$3,135
Brianna SonkensDirector-$1,600$1,600
Steve MorganDirector-$1,600$1,600
Thom WilliamsenDirector-$1,600$1,600
Brooke WilliamsenDirector-$600$600
Stephen SonkensDirector-$600$600
Travis WilliamsenDirector-$600$600
Vanessa WilliamsenDirector-$600$600

Board Members and Trustees

NameTitle
Kim McreynoldsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$4,452,857
Program Service Revenue
$3,062,573
Investment Income
$0
Other Revenue
$11,803
All Other Contributions
$4,452,857
Change in Net Assets
$2,605,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,017,686
Other Expenses$1,903,789
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,014,624$690,668-$2,705,292
Depreciation Depletion$753,533--$753,533
Payroll Taxes$149,603$49,197-$198,800
Interest-$193,935-$193,935
Occupancy-$183,413-$183,413
All Other Expenses$71,296$31,423-$102,719
Other Expenses$97,836$3,367-$97,836
Information Technology$78,543--$78,543
Other Employee Benefits$76,720--$76,720
Insurance$51,531$9,866-$61,397
Pension Plan Contributions$135$27,939-$28,074
Office Expenses-$11,056-$11,056
Current Officers, Directors, Trustees, and Key Employees-$8,800-$8,800
Advertising$8,051--$8,051
Fees for Services Accounting-$4,650-$4,650
Fees for Services Legal$417$3,582-$3,999
Total Functional Expenses$3,687,821$1,233,654$0$4,921,475
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
Garfield Construction Loan$8,092,968
Sorenson Legacy Loan$1,699,332
Credit Cards$57,082
Refundable Committment$1,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
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, Page 6, Part VI, Line 2

Gail wiiliamsen thom williamsen trustee trustee spouse gail williamsen brianna sonkens trustee trustee daughter gail williamsen vanessa williamsen trustee trustee daughter gail williamsen travis williamsen trustee trustee son brianna sonkens stephen sonkens trustee trustee spouse brooke williamsen travis williamsen trustee trustee spouse

Form 990, Page 6, Part VI, Line 7A

Board members and trustees may elect more members

Form 990, Page 6, Part VI, Line 7B

YES

Form 990, Page 6, Part VI, Line 11B

Signing trustee reviews form 990 before it is filed

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Elizabeth Academy
EIN
26-1172983
Phone
8012814848
Address
2870 S CONNOR STREET, SALT LAKE CITY, UT 84109

Signing Officer

Name
Gail Williamsen
Title
Director
Phone
8012814848
Signed
2020-11-15
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
140

Preparer

Firm
Grant & Company Cpas Pc
Address
527 E PIONEER RD STE 140, DRAPER, UT 84020
Preparer
Shane Grant
Phone
8019946464
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, Page 2, Part III, Line 4A

We are an inclusive private non-profit montessori school with two campuses: elizabeth academy and garfield school. We offer inclusive montessori programs for children from infancy through high school. Beginning with our intensive early intervention services, which include in-class therapy services and parent education in the infant, toddler and early childhood (preschool-kindergarten) classes, to our elementary, middle and high school programs, elizabeth academy/garfield school offers the highest quality montessori and inclusive education available. We embrace educational best practices to guide, inspire and challenge our students. Whether a student is gifted, typical, or in need of extra support, at elizabeth academy/garfield school every student's needs are met. Our macte credentialized and experienced montessori teachers work collaboratively with special educators and therapists to individualize the learning experience for each child. As a model school for inclusion, we adapt the curriculum as needed, utilizing authentic assessment practices to ensure that each child is appropriately challenged and supported.

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IRS990/Desc0WE ARE AN INCLUSIVE PRIVATE NON-PROFIT MONTESSORI SCHOOL WITH TWO CAMPUSES: ELIZABETH ACADEMY AND GARFIELD SCHOOL. WE OFFER INCLUSIVE MONTESSORI PROGRAMS FOR CHILDREN FROM INFANCY THROUGH HIGH SCHOOL. BEGINNING WITH OUR INTENSIVE EARLY INTERVENTION SERVICES, WHICH INCLUDE IN-CLASS THERAPY SERVICES AND PARENT EDUCATION IN THE INFANT, TODDLER AND EARLY CHILDHOOD (PRESCHOOL-KINDERGARTEN) CLASSES, TO OUR ELEMENTARY, MIDDLE AND HIGH SCHOOL PROGRAMS, ELIZABETH ACADEMY/GARFIELD SCHOOL OFFERS THE HIGHEST QUALITY MONTESSORI AND INCLUSIVE EDUCATION AVAILABLE. WE EMBRACE EDUCATIONAL BEST PRACTICES TO GUIDE, INSPIRE AND CHALLENGE OUR STUDENTS. WHETHER A STUDENT IS GIFTED, TYPICAL, OR IN NEED OF EXTRA SUPPORT, AT ELIZABETH ACADEMY/GARFIELD SCHOOL EVERY STUDENT'S NEEDS ARE MET. OUR MACTE CREDENTIALIZED AND EXPERIENCED MONTESSORI TEACHERS WORK COLLABORATIVELY WITH SPECIAL EDUCATORS AND THERAPISTS TO INDIVIDUALIZE THE LEARNING EXPERIENCE FOR EACH CHILD. AS A MODEL SCHOOL FOR INCLUSION, WE ADAPT THE CURRICULUM AS NEEDED, UTILIZING AUTHENTIC ASSESSMENT PRACTICES TO ENSURE THAT EACH CHILD IS APPROPRIATELY CHALLENGED AND SUPPORTED.
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IRS990/MissionDesc0ELIZABETH 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."
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IRS990/NetAssetsOrFundBalancesEOYAmt023883223
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt023883223
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0183413
IRS990/OccupancyGrp/TotalAmt0183413
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011056
IRS990/OfficeExpensesGrp/TotalAmt011056
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt02230885
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt076720
IRS990/OtherEmployeeBenefitsGrp/TotalAmt076720
IRS990/OtherExpensesGrp/Desc0SCHOOLWIDE EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3CONSULTING & CONTRACT LAB
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04441
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111317
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23367
IRS990/OtherExpensesGrp/ProgramServicesAmt0172747
IRS990/OtherExpensesGrp/ProgramServicesAmt1110723
IRS990/OtherExpensesGrp/ProgramServicesAmt2102062
IRS990/OtherExpensesGrp/ProgramServicesAmt397836
IRS990/OtherExpensesGrp/TotalAmt0177188
IRS990/OtherExpensesGrp/TotalAmt1122040
IRS990/OtherExpensesGrp/TotalAmt2105429
IRS990/OtherExpensesGrp/TotalAmt397836
IRS990/OtherLiabilitiesGrp/BOYAmt012898943
IRS990/OtherLiabilitiesGrp/EOYAmt09851182
IRS990/OtherRevenueMiscGrp/Desc0YEARBOOK & SPIRIT ITEMS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06956
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14847
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06956
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14847
IRS990/OtherRevenueTotalAmt011803
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0690668
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02014624
IRS990/OtherSalariesAndWagesGrp/TotalAmt02705292
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt049197
IRS990/PayrollTaxesGrp/ProgramServicesAmt0149603
IRS990/PayrollTaxesGrp/TotalAmt0198800
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt027939
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0135
IRS990/PensionPlanContributionsGrp/TotalAmt028074
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033456
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028377
IRS990/PrincipalOfficerNm0GAIL WILLIAMSEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND SUPPLY INCOME
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02835029
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1227544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02835029
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1227544
IRS990/ProgSrvcAccomActy2Grp/Desc0ELIZABETH ACADEMY/GARFIELD SCHOOLS EARLY INTERVENTION PROGRAM SERVES CHILDREN FROM BIRTH TO AGE THREE. TRAINED MONTESSORI TEACHERS COLLABORATE CLOSELY WITH SPEECH LANGUAGE PATHOLOGISTS AS WELL AS OCCUPATIONAL AND PHYSICAL THERAPISTS TO DESIGN AND IMPLEMENT INDIVIDUALIZED PROGRAMS TO HELP EACH STUDENT REACH HIS OR HER FULL POTENTIAL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036364
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt039916
IRS990/ProgSrvcAccomActy3Grp/Desc0GARFIELD SCHOOL IS COMMITTED TO PROVIDING AN AUTHENTIC INCLUSIVE MONTESSORI EDUCATION THAT EMPHASIZES COOPERATIVE LEARNING AND NOURISHES YOUNG MINDS AND SPIRITS. BEGINNING WITH OUR INTENSIVE EARLY INTERVENTION SERVICES, WHICH INCLUDE IN-CLASS THERAPY SERVICES AND PARENT EDUCATION IN THE TODDLER AND EARLY CHILDHOOD (PRESCHOOL-KINDERGARTEN) CLASSES, TO OUR MIDDLE AND HIGH SCHOOL PROGRAMS, ELIZABETH ACADEMY/GARFIELD SCHOOL OFFERS THE HIGHEST QUALITY MONTESSORI AND INCLUSIVE EDUCATION AVAILABLE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01681644
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0832104
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04007621
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt01525853
IRS990/PYOtherRevenueAmt026405
IRS990/PYProgramServiceRevenueAmt02350336
IRS990/PYRevenuesLessExpensesAmt02573233
IRS990/PYSalariesCompEmpBnftPaidAmt02285276
IRS990/PYTotalExpensesAmt03811129
IRS990/PYTotalRevenueAmt06384362
IRS990/ReconcilationRevenueExpnssAmt02605758
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02190553
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt015391467
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02994605
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018386072
IRS990ScheduleD/EquipmentGrp/BookValueAmt0289535
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01038570
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01328105
IRS990ScheduleD/LandGrp/BookValueAmt014225035
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt014225035
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt044206
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0463611
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0507817
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02230885
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0329059
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021267
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0350326
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08092968
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11699332
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt257082
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GARFIELD CONSTRUCTION LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SORENSON LEGACY LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3REFUNDABLE COMMITTMENT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030279302
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02230885
IRS990ScheduleD/TotalLiabilityAmt09851182
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0SEE STATEMENT
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1DISCRIMINATION POLICY IS AVAILABLE UPON REQUEST AND WAS PUBLISHED IN THE SALT LAKE TRIBUNE AND DESERET NEWS ON APRIL 26, 2020.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2FORM 990, SCHEDULE E, PART 1, QUESTION 3 THE ELIZABETH ACADEMY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR. NATIONAL, AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. THIS NOTICE IS PUBLISHED ANNUALLY IN BOTH STATEWIDE NEWSPAPERS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 5
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELIZABETH 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."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE ARE AN INCLUSIVE PRIVATE NON-PROFIT MONTESSORI SCHOOL WITH TWO CAMPUSES: ELIZABETH ACADEMY AND GARFIELD SCHOOL. WE OFFER INCLUSIVE MONTESSORI PROGRAMS FOR CHILDREN FROM INFANCY THROUGH HIGH SCHOOL. BEGINNING WITH OUR INTENSIVE EARLY INTERVENTION SERVICES, WHICH INCLUDE IN-CLASS THERAPY SERVICES AND PARENT EDUCATION IN THE INFANT, TODDLER AND EARLY CHILDHOOD (PRESCHOOL-KINDERGARTEN) CLASSES, TO OUR ELEMENTARY, MIDDLE AND HIGH SCHOOL PROGRAMS, ELIZABETH ACADEMY/GARFIELD SCHOOL OFFERS THE HIGHEST QUALITY MONTESSORI AND INCLUSIVE EDUCATION AVAILABLE. WE EMBRACE EDUCATIONAL BEST PRACTICES TO GUIDE, INSPIRE AND CHALLENGE OUR STUDENTS. WHETHER A STUDENT IS GIFTED, TYPICAL, OR IN NEED OF EXTRA SUPPORT, AT ELIZABETH ACADEMY/GARFIELD SCHOOL EVERY STUDENT'S NEEDS ARE MET. OUR MACTE CREDENTIALIZED AND EXPERIENCED MONTESSORI TEACHERS WORK COLLABORATIVELY WITH SPECIAL EDUCATORS AND THERAPISTS TO INDIVIDUALIZE THE LEARNING EXPERIENCE FOR EACH CHILD. AS A MODEL SCHOOL FOR INCLUSION, WE ADAPT THE CURRICULUM AS NEEDED, UTILIZING AUTHENTIC ASSESSMENT PRACTICES TO ENSURE THAT EACH CHILD IS APPROPRIATELY CHALLENGED AND SUPPORTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GAIL WIILIAMSEN THOM WILLIAMSEN TRUSTEE TRUSTEE SPOUSE GAIL WILLIAMSEN BRIANNA SONKENS TRUSTEE TRUSTEE DAUGHTER GAIL WILLIAMSEN VANESSA WILLIAMSEN TRUSTEE TRUSTEE DAUGHTER GAIL WILLIAMSEN TRAVIS WILLIAMSEN TRUSTEE TRUSTEE SON BRIANNA SONKENS STEPHEN SONKENS TRUSTEE TRUSTEE SPOUSE BROOKE WILLIAMSEN TRAVIS WILLIAMSEN TRUSTEE TRUSTEE SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS AND TRUSTEES MAY ELECT MORE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SIGNING TRUSTEE REVIEWS FORM 990 BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt034199339
IRS990/TotalAssetsEOYAmt033760092
IRS990/TotalAssetsGrp/BOYAmt034199339
IRS990/TotalAssetsGrp/EOYAmt033760092
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04452857
IRS990/TotalEmployeeCnt0140
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01233654
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03687821
IRS990/TotalFunctionalExpensesGrp/TotalAmt04921475
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012921874
IRS990/TotalLiabilitiesEOYAmt09876869
IRS990/TotalLiabilitiesGrp/BOYAmt012921874
IRS990/TotalLiabilitiesGrp/EOYAmt09876869
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021277465
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IRS990/TotalProgramServiceExpensesAmt03687821
IRS990/TotalProgramServiceRevenueAmt03062573
IRS990/TotalReportableCompFromOrgAmt0132643
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03074376
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07527233
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt034199339
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02870 SOUTH CONNOR STREET
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084109
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://WWW.ELIZABETHACADEMY.COM
IRS990/WhistleblowerPolicyInd0false

Document Assets

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Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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
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