Civic Intelligence

Jefferson Academy

990 • Fiscal year 2024 • EIN 26-2546736

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

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

93rd percentile

0.96x

Higher debt load relative to assets than 93% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.77x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

51st percentile

5.3%

Faster asset growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

10%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$11,489,781

Up $578,776 (+5.3%) from 2023

Net Assets

Up

$454,517

Up $867,725 (+210%) from 2023

Liabilities

Down

$11,035,264

Down $288,949 (-2.6%) from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin68th percentile

Revenue

Up

$6,245,237

Up $573,600 (+10%) from 2023

Expenses

Up

$5,377,512

Up $181,822 (+3.5%) from 2023

Net Income

Up

$867,725

Up $391,778 (+82%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2024

Assets$11,489,781
Liabilities$11,035,264
Net Assets$454,517
Open 2024 Filing

Operations Trend

Revenue Growth55th 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

2024

Revenue$6,245,237
Expenses$5,377,512
Net Income$867,725
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$6,245,237
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$7,824,891$7,757,075▼ $67,816
Investments in Publicly Traded Securities$1,602,052$2,282,723▲ $680,671
Cash and Non-Interest-Bearing Accounts$1,305,342$788,489▼ $516,853
Pledges and Grants Receivable$176,622$659,568▲ $482,946
Accounts Receivable$2,098$1,926▼ $172
Total Assets$10,911,005$11,489,781▲ $578,776
Liabilities
Tax Exempt Bond Liabilities$11,025,000$10,713,000▼ $312,000
Accounts Payable and Accrued Expenses$299,213$322,264▲ $23,051
Total Liabilities$11,324,213$11,035,264▼ $288,949
Net Assets / Fund Balance
Net Assets With Donor Restrictions$959,654$651,816▼ $307,838
Net Assets Without Donor Restrictions$-1,372,862$-197,299▲ $1,175,563
Total Net Assets Fund Balance$-413,208$454,517▲ $867,725
Total Liabilities and Net Assets / Fund Balance$10,911,005$11,489,781▲ $578,776

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,837,531$3,100,469$8,938,000
Land$1,562,000-$1,562,000
Equipment$357,544$185,057$542,601
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestConsulting Services290 N FLINT STREET, Kaysville, UT 84037$260,875
Revenue and Support

Revenue Composition

Contributions and Grants
$6,022,146
Program Service Revenue
$106,750
Investment Income
$113,821
Other Revenue
$2,520
All Other Contributions
$844
Change in Net Assets
$867,725

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,245,237
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,245,237
Total Revenue per Form 990
$6,245,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,377,512
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$365,259$752-$366,011
Interest$336,939--$336,939
Depreciation Depletion-$302,821-$302,821
Fees for Services Management$53,840$243,549-$297,389
Occupancy$181,030$2,552-$183,582
Other Expenses$248,170$71,048-$71,048
All Other Expenses$67,194--$67,194
Information Technology$49,745$3,790-$53,535
Advertising$21$35,045-$35,066
Insurance-$30,765-$30,765
Travel$2,297$5,635-$7,932
Fees for Services Legal-$3,800-$3,800
Total Functional Expenses$4,107,730$1,269,782$0$5,377,512

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,377,512
Total Expenses per Audited Statements$5,377,512
Total Expenses per Form 990$5,377,512
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$712,000$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
Yes

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 A, Line 3

“Academica west, an unrelated organization, performs management and administrative duties for the school. Compensation paid to academica west for these services for the calendar year ended december 31, 2023 was $260,875.”

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

“The tax return is reviewed by the board president 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

“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
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Facer
Formed
2008
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
4
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 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 439 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/BOYAmt0299213
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0322264
IRS990/AccountsReceivableGrp/BOYAmt02098
IRS990/AccountsReceivableGrp/EOYAmt01926
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE EDUCATION OF STUDENTS GRADES K-6.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt035045
IRS990/AdvertisingGrp/ProgramServicesAmt021
IRS990/AdvertisingGrp/TotalAmt035066
IRS990/AllOtherContributionsAmt0844
IRS990/AllOtherExpensesGrp/ProgramServicesAmt067194
IRS990/AllOtherExpensesGrp/TotalAmt067194
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHIE HURST
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/BOYAmt01305342
IRS990/CashNonInterestBearingGrp/EOYAmt0788489
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0260875
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0290 N FLINT STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KAYSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd084037
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ACADEMICA WEST
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06022146
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0113821
IRS990/CYOtherExpensesAmt05377512
IRS990/CYOtherRevenueAmt02520
IRS990/CYProgramServiceRevenueAmt0106750
IRS990/CYRevenuesLessExpensesAmt0867725
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05377512
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06245237
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0302821
IRS990/DepreciationDepletionGrp/TotalAmt0302821
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/BOYAmt0959654
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0651816
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt04107730
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03800
IRS990/FeesForServicesLegalGrp/TotalAmt03800
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0243549
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt053840
IRS990/FeesForServicesManagementGrp/TotalAmt0297389
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0752
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0365259
IRS990/FeesForServicesOtherGrp/TotalAmt0366011
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0KEITH FACER
IRS990/Form990PartVIISectionAGrp/PersonNm1ALANA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2NATALIE ALLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt06021302
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06245237
IRS990/GrossRentsGrp/RealAmt02520
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03790
IRS990/InformationTechnologyGrp/ProgramServicesAmt049745
IRS990/InformationTechnologyGrp/TotalAmt053535
IRS990/InsuranceGrp/ManagementAndGeneralAmt030765
IRS990/InsuranceGrp/TotalAmt030765
IRS990/InterestGrp/ProgramServicesAmt0336939
IRS990/InterestGrp/TotalAmt0336939
IRS990/InvestmentIncomeGrp/ExclusionAmt0113821
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113821
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01602052
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02282723
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03285526
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07824891
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07757075
IRS990/LandBldgEquipCostOrOtherBssAmt011042601
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/NetAssetsOrFundBalancesBOYAmt0-413208
IRS990/NetAssetsOrFundBalancesEOYAmt0454517
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02520
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02520
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1372862
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-197299
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02552
IRS990/OccupancyGrp/ProgramServicesAmt0181030
IRS990/OccupancyGrp/TotalAmt0183582
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEE WAGES
IRS990/OtherExpensesGrp/Desc1LEASED EMPLOYEE BENEFIT
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3FOOD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0450516
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt187142
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt232367
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt371048
IRS990/OtherExpensesGrp/ProgramServicesAmt02253454
IRS990/OtherExpensesGrp/ProgramServicesAmt1549781
IRS990/OtherExpensesGrp/ProgramServicesAmt2248170
IRS990/OtherExpensesGrp/TotalAmt02703970
IRS990/OtherExpensesGrp/TotalAmt1636923
IRS990/OtherExpensesGrp/TotalAmt2280537
IRS990/OtherExpensesGrp/TotalAmt371048
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0176622
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0659568
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEITH FACER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0106750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0106750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05552394
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018656
IRS990/PYOtherExpensesAmt05195690
IRS990/PYOtherRevenueAmt05040
IRS990/PYProgramServiceRevenueAmt095547
IRS990/PYRevenuesLessExpensesAmt0475947
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05195690
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05671637
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0867725
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt02520
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0106750
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05837531
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03100469
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08938000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0357544
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0185057
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0542601
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05377512
IRS990ScheduleD/LandGrp/BookValueAmt01562000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01562000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06245237
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07757075
IRS990ScheduleD/TotalExpensesPerForm990Amt05377512
IRS990ScheduleD/TotalRevenuePerForm990Amt06245237
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06245237
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05377512
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/RetiredAmt0712000
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/ExplanationTxt2ACADEMICA WEST, AN UNRELATED ORGANIZATION, PERFORMS MANAGEMENT AND ADMINISTRATIVE DUTIES FOR THE SCHOOL. COMPENSATION PAID TO ACADEMICA WEST FOR THESE SERVICES FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2023 WAS $260,875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURN IS REVIEWED BY THE BOARD PRESIDENT 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/ExplanationTxt4CONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED IN MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SALARY IS DETERMINED BY THE BOARD BASED ON EXPERIENCE AND COMPENSATION AT SIMILARLY SIZED CHARTER SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING REGULAR BUSINESS HOURS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FORM 990 IS AVAILABLE, UPON REQUEST, DURING REGULAR BUSINESS HOURS OF THE ORGANIZATION.
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 A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 18
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/BOYAmt011025000
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt010713000
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010911005
IRS990/TotalAssetsEOYAmt011489781
IRS990/TotalAssetsGrp/BOYAmt010911005
IRS990/TotalAssetsGrp/EOYAmt011489781
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06022146
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01269782
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04107730
IRS990/TotalFunctionalExpensesGrp/TotalAmt05377512
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011324213
IRS990/TotalLiabilitiesEOYAmt011035264
IRS990/TotalLiabilitiesGrp/BOYAmt011324213
IRS990/TotalLiabilitiesGrp/EOYAmt011035264
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-413208
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0454517
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04107730
IRS990/TotalProgramServiceRevenueAmt0106750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0116341
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0106750
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06245237
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010911005
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011489781
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt05635
IRS990/TravelGrp/ProgramServicesAmt02297
IRS990/TravelGrp/TotalAmt07932
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,489,781
Liabilities
$11,035,264
Net assets
$454,517
Revenue
$6,245,237
Expenses
$5,377,512
Net income
$867,725
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