Civic Intelligence

Jefferson Academy

990 • Fiscal year 2021 • EIN 26-2546736

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 27, 2022

Organization ProfileWWW.JEFFERSONACADEMY.ORG
1425 S Angel StreetKaysville, UT 84037

(801) 593-8200

Siviq Scores

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

Liabilities / Assets

96th percentile

1.13x

Higher debt load relative to assets than 96% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

2.38x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

39th percentile

7.2%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

27th percentile

1.7%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

23%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$11,457,187

Up $193,379 (+1.7%) from 2020

Net Assets

Down

-$1,475,201

Down $131,197 (-9.8%) from 2020

Liabilities

Up

$12,932,388

Up $324,576 (+2.6%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin39th percentile

Revenue

Up

$5,427,068

Up $1,026,353 (+23%) from 2020

Expenses

Up

$5,035,971

Up $867,053 (+21%) from 2020

Net Income

Up

$391,097

Up $159,300 (+69%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2017: $11,639,942Liabilities 2017: $11,976,099Net Assets 2017: -$336,1572017Assets 2018: $11,332,053Liabilities 2018: $12,931,683Net Assets 2018: -$1,599,6302018Assets 2019: $11,212,428Liabilities 2019: $12,788,229Net Assets 2019: -$1,575,8012019Assets 2020: $11,263,808Liabilities 2020: $12,607,812Net Assets 2020: -$1,344,0042020Assets 2021: $11,457,187Liabilities 2021: $12,932,388Net Assets 2021: -$1,475,2012021Assets 2022: $10,751,087Liabilities 2022: $11,640,242Net Assets 2022: -$889,1552022Assets 2023: $10,911,005Liabilities 2023: $11,324,213Net Assets 2023: -$413,2082023Assets 2024: $11,489,781Liabilities 2024: $11,035,264Net Assets 2024: $454,5172024

Highlighted filing

2021

Assets$11,457,187
Liabilities$12,932,388
Net Assets-$1,475,201
Open 2021 Filing

Operations Trend

Revenue Growth65th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $3,757,772Expenses 2017: $4,031,122Net Income 2017: -$273,3502017Revenue 2018: $4,041,816Expenses 2018: $5,305,289Net Income 2018: -$1,263,4732018Revenue 2019: $4,200,194Expenses 2019: $4,176,365Net Income 2019: $23,8292019Revenue 2020: $4,400,715Expenses 2020: $4,168,918Net Income 2020: $231,7972020Revenue 2021: $5,427,068Expenses 2021: $5,035,971Net Income 2021: $391,0972021Revenue 2022: $5,862,727Expenses 2022: $5,276,681Net Income 2022: $586,0462022Revenue 2023: $5,671,637Expenses 2023: $5,195,690Net Income 2023: $475,9472023Revenue 2024: $6,245,237Expenses 2024: $5,377,512Net Income 2024: $867,7252024

Highlighted filing

2021

Revenue$5,427,068
Expenses$5,035,971
Net Income$391,097
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 27, 2022
Return Version
2020v4.1
Gross Receipts
$5,427,068
Mission and Program Overview

Mission

To offer a challenging and content-rich history-centered curriculum that incorporates the study of american citizenship and is based on the core knowledge sequence.

The education of students grades k-6.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,583,547$8,354,280▼ $229,267
Rtn Earn Endowment Incm Other Fnds$385,860$2,448,231▲ $2,062,371
Savings and Temporary Cash Investments$1,918,841$1,943,372▲ $24,531
Cash and Non-Interest-Bearing Accounts$727,887$1,032,217▲ $304,330
Accounts Receivable$33,533$125,819▲ $92,286
Cap Stk Tr Prin Current Funds$-1,729,864$102,288▲ $1,832,152
Prepaid Expenses and Deferred Charges-$1,499-
Pd in Cap Srpls Land Bldg Eqp Fund$0$-4,025,720▼ $4,025,720
Total Assets$11,263,808$11,457,187▲ $193,379
Liabilities
Tax Exempt Bond Liabilities$12,067,706$12,380,000▲ $312,294
Accounts Payable and Accrued Expenses$540,106$552,388▲ $12,282
Total Liabilities$12,607,812$12,932,388▲ $324,576
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,344,004$-1,475,201▼ $131,197
Total Liabilities and Net Assets / Fund Balance$11,263,808$11,457,187▲ $193,379

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,644,988$2,439,900-
Land$1,562,000--
Equipment$147,292$99,875-
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Keith FacerBoard Chair
Alana WilsonBoard Member
Heidi BauerleBoard Member
Natalie AllmanBoard Member
Paul SmithBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestManagement Services290 N FLINT STREET, Kaysville, UT 84037$270,100
Revenue and Support

Revenue Composition

Contributions and Grants
$5,393,440
Program Service Revenue
$23,962
Investment Income
$9,666
Other Revenue
$0
Change in Net Assets
$391,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,427,068
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,427,068
Total Revenue per Form 990
$5,427,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,035,971
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$652,864--$652,864
Fees for Services Other$203,654$268,630-$472,284
All Other Expenses$301,032$48,113-$349,145
Depreciation Depletion$277,305--$277,305
Other Expenses$135,491$33,317-$168,808
Insurance-$22,007-$22,007
Travel-$306-$306
Total Functional Expenses$4,449,651$586,320$0$5,035,971

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,035,971
Total Expenses per Audited Statements$5,035,971
Total Expenses per Form 990$5,035,971
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 State Charter School Finance Authority2017-10-23$12,970,000Refinance of building debt

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,970,000--$460,200

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
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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 B, Line 11B

“The tax return is reviewed by the board, compared with the financial statements, then signed and submitted to the irs.”

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

“Conflicts of interest, if any, are discussed in monthly board meetings.”

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

“Director's salary is determined by the board based on experience and compensation at similarly sized charter schools.”

Form 990, Part VI, Section C, Line 19

“Documents required to be available for public inspection are available to the public upon request during regular business hours of the organization.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available, upon request, during regular business hours of the organization.”

Filing and Contact Details

Filer

Filer Name
Jefferson Academy
EIN
26-2546736
Phone
8015938200
Address
1425 S ANGEL STREET, KAYSVILLE, UT 84037

Signing Officer

Name
Keith Facer
Title
Board President
Phone
8015938200
Signed
2022-01-27

Organization Details

Principal Officer
Keith Facer
Formed
2008
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

“All payroll and payroll related expenses are paid by helpside inc. (ein 84-1374112). As such, helpside inc. Submits payroll tax filings under their employer tax identification number for all withholding and payroll activity.”

Form 990, Part XII, Line 2C

“The board of directors votes on an audit committee. Committee members are reviewed annually and modified as needed.”

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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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IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A STATE FUNDED CHARTER SCHOOL AND THUS FOLLOWS ALL FEDERAL AND STATE NONDISCRIMINATION POLICIES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS STATE FUNDED AND DOES NOT SOLICIT DONATIONS OR CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
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IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
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IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
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IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt01098400
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0460200
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL PAYROLL AND PAYROLL RELATED EXPENSES ARE PAID BY HELPSIDE INC. (EIN 84-1374112). AS SUCH, HELPSIDE INC. SUBMITS PAYROLL TAX FILINGS UNDER THEIR EMPLOYER TAX IDENTIFICATION NUMBER FOR ALL WITHHOLDING AND PAYROLL ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED BY THE BOARD, COMPARED WITH THE FINANCIAL STATEMENTS, THEN SIGNED AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED IN MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECTOR'S SALARY IS DETERMINED BY THE BOARD BASED ON EXPERIENCE AND COMPENSATION AT SIMILARLY SIZED CHARTER SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING REGULAR BUSINESS HOURS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS AVAILABLE, UPON REQUEST, DURING REGULAR BUSINESS HOURS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS VOTES ON AN AUDIT COMMITTEE. COMMITTEE MEMBERS ARE REVIEWED ANNUALLY AND MODIFIED AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
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IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-27
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,457,187
Liabilities
$12,932,388
Net assets
-$1,475,201
Revenue
$5,427,068
Expenses
$5,035,971
Net income
$391,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.5$11.0$0.45$6.25$5.38$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$11.3$0.41$5.67$5.20$0.48
2022Detailed filing. Detailed filing data is available for this year.$10.8$11.6$0.89$5.86$5.28$0.59
2021Detailed filing. Detailed filing data is available for this year.$11.5$12.9$1.48$5.43$5.04$0.39
2020Detailed filing. Detailed filing data is available for this year.$11.3$12.6$1.34$4.40$4.17$0.23
2019Detailed filing. Detailed filing data is available for this year.$11.2$12.8$1.58$4.20$4.18$0.02
2018Detailed filing. Detailed filing data is available for this year.$11.3$12.9$1.60$4.04$5.31$1.26
2017Detailed filing. Detailed filing data is available for this year.$11.6$12.0$0.34$3.76$4.03$0.27