Civic Intelligence

Providence Hall

990 • Fiscal year 2022 • EIN 26-1417186

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 13, 2023

Organization ProfileWWW.PROVIDENCEHALL.COM

View Organization Page

4795 W Patriot Ridge DrHerriman, UT 84096

(801) 432-7866

Siviq Scores

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

Liabilities / Assets

89th percentile

0.87x

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

2.01x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

43rd percentile

3.8%

Higher net margin than 43% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$157,898

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

89th percentile

31%

Faster asset growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

8.5%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$51,049,006

Up $12,213,005 (+31%) from 2021

Net Assets

Up

$6,693,855

Up $831,589 (+14%) from 2021

Liabilities

Up

$44,355,151

Up $11,381,416 (+35%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin43rd percentile

Revenue

Up

$22,050,617

Up $1,733,268 (+8.5%) from 2021

Expenses

Up

$21,219,028

Up $1,995,938 (+10%) from 2021

Net Income

Down

$831,589

Down $262,670 (-24%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$60M$40M$20M$0Assets 2012: $21,191,046Liabilities 2012: $20,357,154Net Assets 2012: $833,8922012Assets 2013: $21,886,010Liabilities 2013: $20,505,535Net Assets 2013: $1,380,4752013Assets 2014: $37,905,373Liabilities 2014: $36,797,984Net Assets 2014: $1,107,3892014Assets 2015: $36,613,474Liabilities 2015: $35,374,275Net Assets 2015: $1,239,1992015Assets 2016: $37,018,908Liabilities 2016: $35,225,676Net Assets 2016: $1,793,2322016Assets 2017: $37,468,904Liabilities 2017: $34,255,406Net Assets 2017: $3,213,4982017Assets 2018: $37,969,566Liabilities 2018: $33,434,106Net Assets 2018: $4,535,4602018Assets 2019: $38,442,563Liabilities 2019: $33,235,201Net Assets 2019: $5,207,3622019Assets 2020: $38,625,193Liabilities 2020: $33,048,853Net Assets 2020: $5,576,3402020Assets 2021: $38,836,001Liabilities 2021: $32,973,735Net Assets 2021: $5,862,2662021Assets 2022: $51,049,006Liabilities 2022: $44,355,151Net Assets 2022: $6,693,8552022

Highlighted filing

2022

Assets$51,049,006
Liabilities$44,355,151
Net Assets$6,693,855
Open 2022 Filing

Operations Trend

Revenue Growth58th percentile

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

$30M$20M$10M$0-$10MExpenses 2012: $8,090,0262012Expenses 2013: $8,183,9512013Revenue 2014: $9,948,539Expenses 2014: $10,221,625Net Income 2014: -$273,0862014Revenue 2015: $13,285,025Expenses 2015: $13,153,215Net Income 2015: $131,8102015Revenue 2016: $14,633,737Expenses 2016: $14,079,695Net Income 2016: $554,0422016Revenue 2017: $16,611,222Expenses 2017: $15,190,956Net Income 2017: $1,420,2662017Revenue 2018: $17,371,749Expenses 2018: $16,049,787Net Income 2018: $1,321,9622018Revenue 2019: $18,341,746Expenses 2019: $17,669,844Net Income 2019: $671,9022019Revenue 2020: $18,755,648Expenses 2020: $18,386,665Net Income 2020: $368,9832020Revenue 2021: $20,317,349Expenses 2021: $19,223,090Net Income 2021: $1,094,2592021Revenue 2022: $22,050,617Expenses 2022: $21,219,028Net Income 2022: $831,5892022

Highlighted filing

2022

Revenue$22,050,617
Expenses$21,219,028
Net Income$831,589
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 13, 2023
Return Version
2021v4.2
Gross Receipts
$22,056,765
Mission and Program Overview

Mission

To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.

A charter school serving students from kindergarten to eighth grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$27,850,197$29,385,871▲ $1,535,674
Investments in Publicly Traded Securities$2,542,142$8,349,676▲ $5,807,534
Savings and Temporary Cash Investments$4,192,580$5,231,221▲ $1,038,641
Cash and Non-Interest-Bearing Accounts$4,045,691$4,884,639▲ $838,948
Pledges and Grants Receivable$152,254$524,697▲ $372,443
Prepaid Expenses and Deferred Charges$53,137$88,696▲ $35,559
Total Assets$38,836,001$51,049,006▲ $12,213,005
Other Assets Total$0$2,584,206▲ $2,584,206
Liabilities
Mortgage Notes Payable Secured by Investment Property$31,358,138$42,378,946▲ $11,020,808
Accounts Payable and Accrued Expenses$1,603,605$1,913,993▲ $310,388
Deferred Revenue$11,992$62,212▲ $50,220
Total Liabilities$32,973,735$44,355,151▲ $11,381,416
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,027,464$5,890,898▲ $3,863,434
Net Assets With Donor Restrictions$3,834,802$802,957▼ $3,031,845
Total Net Assets Fund Balance$5,862,266$6,693,855▲ $831,589
Total Liabilities and Net Assets / Fund Balance$38,836,001$51,049,006▲ $12,213,005

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$22,277,252$7,746,212$30,023,464
Land$4,146,966-$4,146,966
Other Land Buildings$2,203,533$13,528$2,217,061
Equipment$516,430$922,912$1,439,342
Leasehold Improvements$241,690$294,899$536,589
Other Assets Org$2,584,206--
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nate MarshallExecutive DirectorFT$123,480$34,622$158,102

Board Members and Trustees

NameTitle
Nick WardBoard Chair
Kim CrandallBoard Vice Chair
Liz StarleyBoard Member
Michael LivseyBoard Member
Sara McbeeBoard Member
Rebecca PetersonBoard Member July-mar
Mary NattressBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Stout Building ContractorsConstruction1113 S 500 W, Bountiful, UT 84010$1,589,903
Keystone Group LLCCustodial Services1568 SOUTH 500 WEST SUITE 201, Woods Cross, UT 84010$165,488
Revenue and Support

Revenue Composition

Contributions and Grants
$21,129,105
Program Service Revenue
$758,146
Investment Income
$87,149
Other Revenue
$76,217
All Other Contributions
$102,466
Change in Net Assets
$831,589

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,050,617
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$22,050,617
Total Revenue per Form 990
$22,050,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,642,356
Other Expenses$7,576,672
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,832,582--$10,832,582
Interest$2,816,072--$2,816,072
Other Employee Benefits$1,219,939--$1,219,939
Depreciation Depletion$918,730--$918,730
Payroll Taxes$800,867--$800,867
Pension Plan Contributions$645,975--$645,975
Fees for Services Other$369,762$45,866-$415,628
All Other Expenses$239,634--$239,634
Travel$144,723--$144,723
Current Officers, Directors, Trustees, and Key Employees$142,993--$142,993
Other Expenses$131,853$31,080-$131,853
Insurance$26,514$39,554-$66,068
Fees for Services Accounting-$30,166-$30,166
Fees for Services Management$24,996--$24,996
Information Technology$11,276--$11,276
Advertising-$8,133-$8,133
Fees for Services Legal-$3,811-$3,811
Total Functional Expenses$21,060,418$158,610$0$21,219,028

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,219,028
Total Expenses per Audited Statements$21,219,028
Total Expenses per Form 990$21,219,028
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 Authority2021-07-29$16,712,162A new detached building and refund taxable bonds issued 12/14/2012.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$16,712,162$8,811,183-$145,745

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
Yes
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The board has delegated broad authority to the executive committee to handle matters on behalf of the board. This is granted in between board meetings while the board is not available.”

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

“Individual board members, charter solutions, and the school superintendent review the form 990 before the return is filed with the irs.”

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

“Questionaires are sent annually and reviewed by the board. If conflicts arise, the board discusses them and resolves any issues.”

Form 990, Part VI, Section B, Line 15A

“The board of trustees review and set compensation of the executive director.”

Form 990, Part VI, Section C, Line 19

“Governing documents and forms 990 are available upon request.”

Filing and Contact Details

Filer

Filer Name
Providence Hall
EIN
26-1417186
Phone
8014327866
Address
4795 W PATRIOT RIDGE DR, HERRIMAN, UT 84096

Signing Officer

Name
Nick Ward
Title
Board Chair
Phone
8014327866
Signed
2023-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nick Ward
Formed
2007
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
375
Volunteers
242

Preparer

Firm
Eide Bailly Llp
Address
5929 FASHION POINT DR STE 300, OGDEN, UT 84403-4684
Preparer
Chett Campbell CPA
Phone
8016211575
Raw XML AppendixShowing 400 of 520 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01603605
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01913993
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A CHARTER SCHOOL SERVING STUDENTS FROM KINDERGARTEN TO EIGHTH GRADE
IRS990/AdvertisingGrp/ManagementAndGeneralAmt08133
IRS990/AdvertisingGrp/TotalAmt08133
IRS990/AllOtherContributionsAmt0102466
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0239634
IRS990/AllOtherExpensesGrp/TotalAmt0239634
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEVERLY LEDWARD
IRS990/BooksInCareOfDetail/PhoneNum08017278260
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04795 W PATRIOT RIDGE DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0HERRIMAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084096
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04045691
IRS990/CashNonInterestBearingGrp/EOYAmt04884639
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0142993
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0142993
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01589903
IRS990/ContractorCompensationGrp/CompensationAmt1165488
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01113 S 500 W
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11568 SOUTH 500 WEST SUITE 201
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOUNTIFUL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WOODS CROSS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd084010
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd184010
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0STOUT BUILDING CONTRACTORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1KEYSTONE GROUP LLC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1CUSTODIAL SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021129105
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt087149
IRS990/CYOtherExpensesAmt07576672
IRS990/CYOtherRevenueAmt076217
IRS990/CYProgramServiceRevenueAmt0758146
IRS990/CYRevenuesLessExpensesAmt0831589
IRS990/CYSalariesCompEmpBnftPaidAmt013642356
IRS990/CYTotalExpensesAmt021219028
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022050617
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt011992
IRS990/DeferredRevenueGrp/EOYAmt062212
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0918730
IRS990/DepreciationDepletionGrp/TotalAmt0918730
IRS990/Desc0OPERATES A PUBLIC CHARTER SCHOOL AND PROVIDES LUNCH FOR STUDENTS GRADES K-12.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03834802
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0802957
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0375
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt021060418
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt030166
IRS990/FeesForServicesAccountingGrp/TotalAmt030166
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03811
IRS990/FeesForServicesLegalGrp/TotalAmt03811
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt024996
IRS990/FeesForServicesManagementGrp/TotalAmt024996
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt045866
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0369762
IRS990/FeesForServicesOtherGrp/TotalAmt0415628
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt722918
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY NATTRESS
IRS990/Form990PartVIISectionAGrp/PersonNm1SARA MCBEE
IRS990/Form990PartVIISectionAGrp/PersonNm2NICK WARD
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL LIVSEY
IRS990/Form990PartVIISectionAGrp/PersonNm4KIM CRANDALL
IRS990/Form990PartVIISectionAGrp/PersonNm5LIZ STARLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6REBECCA PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7NATE MARSHALL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7134980
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER JULY-MAR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-3148
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt021026639
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03000
IRS990/GrossReceiptsAmt022056765
IRS990/GrossRentsGrp/RealAmt076217
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt011276
IRS990/InformationTechnologyGrp/TotalAmt011276
IRS990/InsuranceGrp/ManagementAndGeneralAmt039554
IRS990/InsuranceGrp/ProgramServicesAmt026514
IRS990/InsuranceGrp/TotalAmt066068
IRS990/InterestGrp/ProgramServicesAmt02816072
IRS990/InterestGrp/TotalAmt02816072
IRS990/InvestmentIncomeGrp/ExclusionAmt090297
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt090297
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02542142
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08349676
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08977551
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027850197
IRS990/LandBldgEquipBasisNetGrp/EOYAmt029385871
IRS990/LandBldgEquipCostOrOtherBssAmt038363422
IRS990/LegalDomicileStateCd0UT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt06148
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MANAGE, OPERATE, GUIDE, DIRECT, AND PROMOTE A PUBLIC CHARTER SCHOOL FUNDED BY LOCAL, STATE, AND FEDERAL SOURCES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt031358138
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt042378946
IRS990/NetAssetsOrFundBalancesBOYAmt05862266
IRS990/NetAssetsOrFundBalancesEOYAmt06693855
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3148
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3148
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt076217
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt076217
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02027464
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05890898
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt02584206
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01219939
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01219939
IRS990/OtherExpensesGrp/Desc0GENERAL SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc1TEXTBOOK AND EDUCATION
IRS990/OtherExpensesGrp/Desc2PROPERTY MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROPERTY RENTAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031080
IRS990/OtherExpensesGrp/ProgramServicesAmt01145854
IRS990/OtherExpensesGrp/ProgramServicesAmt11050844
IRS990/OtherExpensesGrp/ProgramServicesAmt2537804
IRS990/OtherExpensesGrp/ProgramServicesAmt3131853
IRS990/OtherExpensesGrp/TotalAmt01176934
IRS990/OtherExpensesGrp/TotalAmt11050844
IRS990/OtherExpensesGrp/TotalAmt2537804
IRS990/OtherExpensesGrp/TotalAmt3131853
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010832582
IRS990/OtherSalariesAndWagesGrp/TotalAmt010832582
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0800867
IRS990/PayrollTaxesGrp/TotalAmt0800867
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0645975
IRS990/PensionPlanContributionsGrp/TotalAmt0645975
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0152254
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0524697
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053137
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt088696
IRS990/PrincipalOfficerNm0NICK WARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0758146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0758146
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt019509946
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt049115
IRS990/PYOtherExpensesAmt06089899
IRS990/PYOtherRevenueAmt088125
IRS990/PYProgramServiceRevenueAmt0670163
IRS990/PYRevenuesLessExpensesAmt01094259
IRS990/PYSalariesCompEmpBnftPaidAmt013133191
IRS990/PYTotalExpensesAmt019223090
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020317349
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0831589
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt076217
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0758146
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04192580
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05231221
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt022277252
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07746212
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt030023464
IRS990ScheduleD/EquipmentGrp/BookValueAmt0516430
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0922912
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01439342
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt021219028
IRS990ScheduleD/LandGrp/BookValueAmt04146966
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04146966
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0241690
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0294899
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0536589
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02584206
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED CHARGE ON REFUNDING
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02203533
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013528
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02217061
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt022050617
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029385871
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02584206
IRS990ScheduleD/TotalExpensesPerForm990Amt021219028
IRS990ScheduleD/TotalRevenuePerForm990Amt022050617
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022050617
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021219028
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 SCHOOL RECEIVES FUNDING FROM THE STATE OF UTAH AS ADMINISTERED BY THE UTAH STATE BOARD OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN ITS SCHOOL. THE SCHOOL ALSO RECEIVES FEDERAL CHARTER SCHOOL GRANTS, WHICH ARE PAID THROUGH THE UTAH STATE BOARD OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0123480
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount011500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt09600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013522
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NATE MARSHALL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0158102
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02021-07-29
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TH63
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt016712162
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0A NEW DETACHED BUILDING AND REFUND TAXABLE BONDS ISSUED 12/14/2012.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,049,006
Liabilities
$44,355,151
Net assets
$6,693,855
Revenue
$22,050,617
Expenses
$21,219,028
Net income
$831,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$51.0$44.4$6.69$22.1$21.2$0.83
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$33.0$5.86$20.3$19.2$1.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.6$33.0$5.58$18.8$18.4$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.4$33.2$5.21$18.3$17.7$0.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.0$33.4$4.54$17.4$16.0$1.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.5$34.3$3.21$16.6$15.2$1.42
2016Detailed filing. Detailed filing data is available for this year.$37.0$35.2$1.79$14.6$14.1$0.55
2015Detailed filing. Detailed filing data is available for this year.$36.6$35.4$1.24$13.3$13.2$0.13
2014Detailed filing. Detailed filing data is available for this year.$37.9$36.8$1.11$9.95$10.2$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$20.5$1.38$8.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$20.4$0.83$8.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $50M-$100M nonprofits