Civic Intelligence

Jefferson Academy

990 • Fiscal year 2023 • EIN 26-2546736

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 17, 2024

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

95th percentile

1.04x

Higher debt load relative to assets than 95% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

2.00x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

60th percentile

8.4%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

35th percentile

1.5%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-3.3%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$10,911,005

Up $159,918 (+1.5%) from 2022

Net Assets

Up

-$413,208

Up $475,947 (+54%) from 2022

Liabilities

Down

$11,324,213

Down $316,029 (-2.7%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin60th percentile

Revenue

Down

$5,671,637

Down $191,090 (-3.3%) from 2022

Expenses

Down

$5,195,690

Down $80,991 (-1.5%) from 2022

Net Income

Down

$475,947

Down $110,099 (-19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2023

Assets$10,911,005
Liabilities$11,324,213
Net Assets-$413,208
Open 2023 Filing

Operations Trend

Revenue Growth33rd 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

2023

Revenue$5,671,637
Expenses$5,195,690
Net Income$475,947
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 17, 2024
Return Version
2022v5.0
Gross Receipts
$5,671,637
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$8,087,379$7,824,891▼ $262,488
Investments in Publicly Traded Securities$650,439$1,602,052▲ $951,613
Cash and Non-Interest-Bearing Accounts$1,761,760$1,305,342▼ $456,418
Pledges and Grants Receivable$244,916$176,622▼ $68,294
Prepaid Expenses and Deferred Charges$3,770--
Accounts Receivable$2,823$2,098▼ $725
Total Assets$10,751,087$10,911,005▲ $159,918
Liabilities
Tax Exempt Bond Liabilities$11,326,000$11,025,000▼ $301,000
Accounts Payable and Accrued Expenses$314,242$299,213▼ $15,029
Total Liabilities$11,640,242$11,324,213▼ $316,029
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,053,115$959,654▼ $93,461
Net Assets Without Donor Restrictions$-1,942,270$-1,372,862▲ $569,408
Total Net Assets Fund Balance$-889,155$-413,208▲ $475,947
Total Liabilities and Net Assets / Fund Balance$10,751,087$10,911,005▲ $159,918

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,171,941$2,912,947$9,084,888
Land$1,562,000-$1,562,000
Equipment$90,950$150,414$241,364
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Keith FacerBoard Chair
Alana WilsonVice Chair
Deb HansenBoard Member
Natalie AllmanBoard Member
Paul SmithBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestConsulting Services290 N FLINT STREET, Kaysville, UT 84037$264,350
Something To Talk AboutSpeech Therapy Services197 W 2050 S, Perry, UT 84302$103,598
Revenue and Support

Revenue Composition

Contributions and Grants
$5,552,394
Program Service Revenue
$95,547
Investment Income
$18,656
Other Revenue
$5,040
All Other Contributions
$15,999
Change in Net Assets
$475,947

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,671,637
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,671,637
Total Revenue per Form 990
$5,671,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,195,690
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
Fees for Services Other$417,729$221,310-$639,039
Interest$341,578--$341,578
Depreciation Depletion$274,501--$274,501
All Other Expenses$227,427$18,060-$245,487
Other Expenses$196,073$6,442-$202,515
Office Expenses$114,394--$114,394
Occupancy$87,490$2,589-$90,079
Advertising-$35,122-$35,122
Fees for Services Accounting-$13,950-$13,950
Insurance-$799-$799
Travel$477--$477
Total Functional Expenses$4,544,689$651,001$0$5,195,690

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,195,690
Total Expenses per Audited Statements$5,195,690
Total Expenses per Form 990$5,195,690
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 Authority2022-02-18$11,425,000REFUND 2017 SERIES BONDS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$11,425,000$11,359,488$400,000$65,512

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
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 A, Line 1A

“The board of directors has delegated broad authority to the executive committee while the board is in between board meetings.”

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

“The tax return is reviewed by the director and an independent business manager before the return is filed. The board reviews the return at the next board meeting, after the return has been filed.”

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
Nicole Jones
Title
Director
Phone
8015938200
Signed
2024-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Facer
Formed
2008
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Kyle Fritch CPA
Phone
8015322200
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 IX, Line 11G

“Purchased professional services: program service expenses 303,206. Management and general expenses 221,310. Fundraising expenses 0. Total expenses 524,516. Purchased services: program service expenses 114,523. Management and general expenses 0. Fundraising expenses 0. Total expenses 114,523.”

Form 990, Part XII, Line 2C

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

Raw XML AppendixShowing 400 of 464 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/BOYAmt0314242
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0299213
IRS990/AccountsReceivableGrp/BOYAmt02823
IRS990/AccountsReceivableGrp/EOYAmt02098
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE EDUCATION OF STUDENTS GRADES K-6.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt035122
IRS990/AdvertisingGrp/TotalAmt035122
IRS990/AllOtherContributionsAmt015999
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt018060
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0227427
IRS990/AllOtherExpensesGrp/TotalAmt0245487
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRAD TAYLOR
IRS990/BooksInCareOfDetail/PhoneNum08014449378
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0290 N FLINT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0KAYSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084037
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01761760
IRS990/CashNonInterestBearingGrp/EOYAmt01305342
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0264350
IRS990/ContractorCompensationGrp/CompensationAmt1103598
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0290 N FLINT STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1197 W 2050 S
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KAYSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PERRY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd084037
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd184302
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ACADEMICA WEST
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SOMETHING TO TALK ABOUT
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1SPEECH THERAPY SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05552394
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt018656
IRS990/CYOtherExpensesAmt05195690
IRS990/CYOtherRevenueAmt05040
IRS990/CYProgramServiceRevenueAmt095547
IRS990/CYRevenuesLessExpensesAmt0475947
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05195690
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05671637
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0274501
IRS990/DepreciationDepletionGrp/TotalAmt0274501
IRS990/Desc0THE EDUCATION OF STUDENTS GRADES K-6; WITH STUDENTS ENROLLED WITH AN EMPHASIS IN HISTORY AND CITIZENSHIP. A RATIO OF 25 STUDENTS PER TEACHER IS ALSO MAINTAINED.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01053115
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0959654
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt04544689
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013950
IRS990/FeesForServicesAccountingGrp/TotalAmt013950
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0221310
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0417729
IRS990/FeesForServicesOtherGrp/TotalAmt0639039
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0KEITH FACER
IRS990/Form990PartVIISectionAGrp/PersonNm1ALANA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2NATALIE ALLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3DEB HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt05536395
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05671637
IRS990/GrossRentsGrp/RealAmt05040
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0799
IRS990/InsuranceGrp/TotalAmt0799
IRS990/InterestGrp/ProgramServicesAmt0341578
IRS990/InterestGrp/TotalAmt0341578
IRS990/InvestmentIncomeGrp/ExclusionAmt018656
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018656
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0650439
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01602052
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03063361
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08087379
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07824891
IRS990/LandBldgEquipCostOrOtherBssAmt010888252
IRS990/LegalDomicileStateCd0UT
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OFFER A CHALLENGING AND CONTENT-RICH HISTORY-CENTERED CURRICULUM THAT INCORPORATES THE STUDY OF AMERICAN CITIZENSHIP AND IS BASED ON THE CORE KNOWLEDGE SEQUENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-889155
IRS990/NetAssetsOrFundBalancesEOYAmt0-413208
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05040
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05040
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1942270
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1372862
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02589
IRS990/OccupancyGrp/ProgramServicesAmt087490
IRS990/OccupancyGrp/TotalAmt090079
IRS990/OfficeExpensesGrp/ProgramServicesAmt0114394
IRS990/OfficeExpensesGrp/TotalAmt0114394
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEE WAGES
IRS990/OtherExpensesGrp/Desc1LEASED EMPLOYEE BENEFIT
IRS990/OtherExpensesGrp/Desc2TECHNOLOGY HARDWARE AND
IRS990/OtherExpensesGrp/Desc3SCHOOL SUPPLIES AND MAT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0270515
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt161534
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220680
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36442
IRS990/OtherExpensesGrp/ProgramServicesAmt02139528
IRS990/OtherExpensesGrp/ProgramServicesAmt1522989
IRS990/OtherExpensesGrp/ProgramServicesAmt2222503
IRS990/OtherExpensesGrp/ProgramServicesAmt3196073
IRS990/OtherExpensesGrp/TotalAmt02410043
IRS990/OtherExpensesGrp/TotalAmt1584523
IRS990/OtherExpensesGrp/TotalAmt2243183
IRS990/OtherExpensesGrp/TotalAmt3202515
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0244916
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0176622
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03770
IRS990/PrincipalOfficerNm0KEITH FACER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt095547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt095547
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05837888
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05068
IRS990/PYOtherExpensesAmt05276681
IRS990/PYOtherRevenueAmt06720
IRS990/PYProgramServiceRevenueAmt013051
IRS990/PYRevenuesLessExpensesAmt0586046
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05276681
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05862727
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0475947
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05040
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt095547
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt06171941
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02912947
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09084888
IRS990ScheduleD/EquipmentGrp/BookValueAmt090950
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0150414
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0241364
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05195690
IRS990ScheduleD/LandGrp/BookValueAmt01562000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01562000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05671637
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07824891
IRS990ScheduleD/TotalExpensesPerForm990Amt05195690
IRS990ScheduleD/TotalRevenuePerForm990Amt05671637
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05671637
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05195690
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
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/ExplanationTxt2THE ORGANIZATION RECEIVES STATE AND FEDERAL FUNDING TO OPERATE THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
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/BondIssuedDt02022-02-18
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum0000000000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt011425000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFUND 2017 SERIES BONDS
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.00000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt065512
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt011359488
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0400000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt011425000
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 BOARD OF DIRECTORS HAS DELEGATED BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE WHILE THE BOARD IS IN BETWEEN BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY THE DIRECTOR AND AN INDEPENDENT BUSINESS MANAGER BEFORE THE RETURN IS FILED. THE BOARD REVIEWS THE RETURN AT THE NEXT BOARD MEETING, AFTER THE RETURN HAS BEEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED IN MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIRECTOR'S SALARY IS DETERMINED BY THE BOARD BASED ON EXPERIENCE AND COMPENSATION AT SIMILARLY SIZED CHARTER SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING REGULAR BUSINESS HOURS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990 IS AVAILABLE, UPON REQUEST, DURING REGULAR BUSINESS HOURS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PURCHASED PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 303,206. MANAGEMENT AND GENERAL EXPENSES 221,310. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 524,516. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 114,523. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE 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 A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt011326000
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt011025000
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010751087
IRS990/TotalAssetsEOYAmt010911005
IRS990/TotalAssetsGrp/BOYAmt010751087
IRS990/TotalAssetsGrp/EOYAmt010911005
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05552394
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0651001
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04544689
IRS990/TotalFunctionalExpensesGrp/TotalAmt05195690
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011640242
IRS990/TotalLiabilitiesEOYAmt011324213

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,911,005
Liabilities
$11,324,213
Net assets
-$413,208
Revenue
$5,671,637
Expenses
$5,195,690
Net income
$475,947
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
2023Detailed filing. Detailed filing data is available for this year.$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