Civic Intelligence

Hawthorn Academy

990 • Fiscal year 2024 • EIN 26-2723562

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

Organization ProfileWWW.HAWTHORNACADEMY.ORG
9062 South 2200 WestWest Jordan, UT 84088

(801) 282-9066

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.68x

Higher debt load relative to assets than 83% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

1.79x

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

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

59th percentile

8.1%

Higher net margin than 59% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

39th percentile

2.7%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

13%

Faster revenue growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$45,155,957

Up $1,196,730 (+2.7%) from 2023

Net Assets

Down

$14,321,687

Down $1,515,230 (-9.6%) from 2023

Liabilities

Up

$30,834,270

Up $2,711,960 (+9.6%) from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin59th percentile

Revenue

Up

$17,243,549

Up $2,034,634 (+13%) from 2023

Expenses

Up

$15,852,050

Up $3,130,487 (+25%) from 2023

Net Income

Down

$1,391,499

Down $1,095,853 (-44%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$60M$40M$20M$0Assets 2017: $32,967,569Liabilities 2017: $30,901,303Net Assets 2017: $2,066,2662017Assets 2018: $35,379,219Liabilities 2018: $30,277,166Net Assets 2018: $5,102,0532018Assets 2019: $37,504,651Liabilities 2019: $29,620,735Net Assets 2019: $7,883,9162019Assets 2020: $39,896,404Liabilities 2020: $29,608,018Net Assets 2020: $10,288,3862020Assets 2021: $40,814,518Liabilities 2021: $29,288,464Net Assets 2021: $11,526,0542021Assets 2022: $42,113,179Liabilities 2022: $28,763,614Net Assets 2022: $13,349,5652022Assets 2023: $43,959,227Liabilities 2023: $28,122,310Net Assets 2023: $15,836,9172023Assets 2024: $45,155,957Liabilities 2024: $30,834,270Net Assets 2024: $14,321,6872024

Highlighted filing

2024

Assets$45,155,957
Liabilities$30,834,270
Net Assets$14,321,687
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$20M$15M$10M$5.0M$0Revenue 2017: $10,823,214Expenses 2017: $8,538,173Net Income 2017: $2,285,0412017Revenue 2018: $11,730,555Expenses 2018: $8,694,768Net Income 2018: $3,035,7872018Revenue 2019: $12,050,233Expenses 2019: $9,268,370Net Income 2019: $2,781,8632019Revenue 2020: $12,552,180Expenses 2020: $10,147,710Net Income 2020: $2,404,4702020Revenue 2021: $12,929,131Expenses 2021: $10,907,288Net Income 2021: $2,021,8432021Revenue 2022: $13,558,920Expenses 2022: $11,735,409Net Income 2022: $1,823,5112022Revenue 2023: $15,208,915Expenses 2023: $12,721,563Net Income 2023: $2,487,3522023Revenue 2024: $17,243,549Expenses 2024: $15,852,050Net Income 2024: $1,391,4992024

Highlighted filing

2024

Revenue$17,243,549
Expenses$15,852,050
Net Income$1,391,499
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
$17,243,549
Mission and Program Overview

Mission

To engender a true love of learning in our students, address the needs of the whole child, and to provide a world-class educational foundation that prepares students for life.

The education of students grades k-9.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$23,156,813$22,926,738▼ $230,075
Investments in Publicly Traded Securities$18,591,816$20,596,216▲ $2,004,400
Savings and Temporary Cash Investments$1,839,303$1,500,980▼ $338,323
Pledges and Grants Receivable$365,315$127,941▼ $237,374
Accounts Receivable$5,130$4,082▼ $1,048
Prepaid Expenses and Deferred Charges$850--
Total Assets$43,959,227$45,155,957▲ $1,196,730
Liabilities
Tax Exempt Bond Liabilities$26,985,015$26,291,016▼ $693,999
Accounts Payable and Accrued Expenses$1,137,295$4,543,254▲ $3,405,959
Total Liabilities$28,122,310$30,834,270▲ $2,711,960
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,036,004$9,585,009▲ $5,549,005
Net Assets With Donor Restrictions$11,800,913$4,736,678▼ $7,064,235
Total Net Assets Fund Balance$15,836,917$14,321,687▼ $1,515,230
Total Liabilities and Net Assets / Fund Balance$43,959,227$45,155,957▲ $1,196,730

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,077,942$5,892,566$22,970,508
Land$5,101,955-$5,101,955
Equipment$546,841$255,391$802,232
Other Land Buildings$200,000-$200,000
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Tammi WrightBoard Chair
Meggen PettitBoard Vice President
Heidi ScottBoard Financial Coordinato
Donald McneillBoard Member
Janielle EdwardsBoard Member
Tori WilliamsBoard Member
Jamie DickinsonBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestConsulting Services290 N FLINT STREET, Kaysville, UT 84037$597,750
Revenue and Support

Revenue Composition

Contributions and Grants
$15,729,599
Program Service Revenue
$432,205
Investment Income
$999,724
Other Revenue
$82,021
All Other Contributions
$74,080
Change in Net Assets
$1,391,499

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,243,549
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$17,243,549
Total Revenue per Form 990
$17,243,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,852,050
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$1,150,719--$1,150,719
Depreciation Depletion$717,091--$717,091
Fees for Services Other$618,887$38,467-$657,354
Fees for Services Management-$574,549-$574,549
All Other Expenses$378,399$80,420-$458,819
Other Expenses$311,998$63,464-$311,998
Information Technology$156,907$18,603-$175,510
Occupancy$161,375--$161,375
Travel$14,927$55,865-$70,792
Insurance$54,457--$54,457
Fees for Services Accounting-$12,750-$12,750
Advertising-$9,735-$9,735
Fees for Services Legal-$7,118-$7,118
Total Functional Expenses$13,915,682$1,936,368$0$15,852,050

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,852,050
Total Expenses per Audited Statements$15,852,050
Total Expenses per Form 990$15,852,050
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 Authority2014-07-09$18,076,714Refund prior bonds issued 12/23/2010 and debts of the organization
BUtah Charter School Finance Authority2016-10-18$13,349,621Acquisition of school building and land

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,076,714$17,757,902$2,585,000$318,812
B$13,349,621-$1,565,000$214,588

Bond Financing Compliance

No rebate due
Yes
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 2

“Heidi scott (board financial coordinator) and janielle edwards (board member) have a family relationship.”

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 $597,750.”

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

“The board discusses conflicts of interest at monthly meetings when applicable.”

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

“The board determines salary based on experience and salaries paid 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.”

Filing and Contact Details

Filer

Filer Name
Hawthorn Academy
EIN
26-2723562
Phone
8012829066
Address
9062 SOUTH 2200 WEST, WEST JORDAN, UT 84088

Signing Officer

Name
Amy Tatton
Title
Board Chair
Phone
8012829066
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammi Wright
Formed
2008
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180
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 XI, LINE 9:

“Prior year restatement regarding unearned revenue -2,906,729.”

Form 990, Part XII, Line 2C

“The board of directors acts as an oversight committee for the independent auditors.”

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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IRS990/OtherExpensesGrp/ProgramServicesAmt12260904
IRS990/OtherExpensesGrp/ProgramServicesAmt2333348
IRS990/OtherExpensesGrp/ProgramServicesAmt3311998
IRS990/OtherExpensesGrp/TotalAmt08621506
IRS990/OtherExpensesGrp/TotalAmt12471465
IRS990/OtherExpensesGrp/TotalAmt2396812
IRS990/OtherExpensesGrp/TotalAmt3311998
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0365315
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0127941
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0850
IRS990/PrincipalOfficerNm0TAMMI WRIGHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0432205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0432205
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt014301627
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0571873
IRS990/PYOtherExpensesAmt012721563
IRS990/PYOtherRevenueAmt019274
IRS990/PYProgramServiceRevenueAmt0316141
IRS990/PYRevenuesLessExpensesAmt02487352
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt012721563
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015208915
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01391499
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt082021
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0432205
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01839303
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01500980
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/BookValueAmt017077942
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05892566
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt022970508
IRS990ScheduleD/EquipmentGrp/BookValueAmt0546841
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0255391
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0802232
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt015852050
IRS990ScheduleD/LandGrp/BookValueAmt05101955
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05101955
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0200000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0200000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt017243549
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022926738
IRS990ScheduleD/TotalExpensesPerForm990Amt015852050
IRS990ScheduleD/TotalRevenuePerForm990Amt017243549
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017243549
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015852050
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/BondReferenceCd1B
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd11
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/19/2024 ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/18/2021
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0DATE REBATE COMPUTATION PERFORMED
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd11
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd11
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02014-07-09
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12016-10-18
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN1261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TJE4
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum191745TRE5
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt018076714
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt113349621
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFUND PRIOR BONDS ISSUED 12/23/2010 AND DEBTS OF THE ORGANIZATION
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1ACQUISITION OF SCHOOL BUILDING AND LAND
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct10.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct10.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd11
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct10.00000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd11
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd1B

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$45,155,957
Liabilities
$30,834,270
Net assets
$14,321,687
Revenue
$17,243,549
Expenses
$15,852,050
Net income
$1,391,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.2$30.8$14.3$17.2$15.9$1.39
2023Detailed filing. Detailed filing data is available for this year.$44.0$28.1$15.8$15.2$12.7$2.49
2022Detailed filing. Detailed filing data is available for this year.$42.1$28.8$13.3$13.6$11.7$1.82
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.8$29.3$11.5$12.9$10.9$2.02
2020Detailed filing. Detailed filing data is available for this year.$39.9$29.6$10.3$12.6$10.1$2.40
2019Detailed filing. Detailed filing data is available for this year.$37.5$29.6$7.88$12.1$9.27$2.78
2018Detailed filing. Detailed filing data is available for this year.$35.4$30.3$5.10$11.7$8.69$3.04
2017Detailed filing. Detailed filing data is available for this year.$33.0$30.9$2.07$10.8$8.54$2.29
Peer Organizations

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