Civic Intelligence

Hawthorn Academy

990 • Fiscal year 2025 • EIN 26-2723562

Jul 01, 2024 to Jun 30, 2025 • Filed on Mar 26, 2026

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

84th percentile

0.63x

Higher debt load relative to assets than 84% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

1.48x

Higher debt load relative to revenue than 86% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

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

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

14th percentile

-3.9%

Faster asset growth than 14% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

6.9%

Faster revenue growth than 50% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$43,395,504

Down $1,760,453 (-3.9%) from 2024

Net Assets

Up

$16,169,986

Up $1,848,299 (+13%) from 2024

Liabilities

Down

$27,225,518

Down $3,608,752 (-12%) from 2024

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin61st percentile

Revenue

Up

$18,435,299

Up $1,191,750 (+6.9%) from 2024

Expenses

Up

$16,587,000

Up $734,950 (+4.6%) from 2024

Net Income

Up

$1,848,299

Up $456,800 (+33%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth14th 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: $14,321,6872024Assets 2025: $43,395,504Liabilities 2025: $27,225,518Net Assets 2025: $16,169,9862025

Highlighted filing

2025

Assets$43,395,504
Liabilities$27,225,518
Net Assets$16,169,986
Open 2025 Filing

Operations Trend

Revenue Growth50th 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: $1,391,4992024Revenue 2025: $18,435,299Expenses 2025: $16,587,000Net Income 2025: $1,848,2992025

Highlighted filing

2025

Revenue$18,435,299
Expenses$16,587,000
Net Income$1,848,299
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 26, 2026
Return Version
2024v5.5
Gross Receipts
$18,435,299
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$22,926,738$22,487,751▼ $438,987
Investments in Publicly Traded Securities$20,596,216$18,338,951▼ $2,257,265
Savings and Temporary Cash Investments$1,500,980$1,965,484▲ $464,504
Pledges and Grants Receivable$127,941$547,557▲ $419,616
Prepaid Expenses and Deferred Charges-$50,832-
Accounts Receivable$4,082$4,929▲ $847
Total Assets$45,155,957$43,395,504▼ $1,760,453
Liabilities
Tax Exempt Bond Liabilities$26,291,016$25,574,107▼ $716,909
Accounts Payable and Accrued Expenses$4,543,254$1,651,411▼ $2,891,843
Total Liabilities$30,834,270$27,225,518▼ $3,608,752
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,585,009$11,470,328▲ $1,885,319
Net Assets With Donor Restrictions$4,736,678$4,699,658▼ $37,020
Total Net Assets Fund Balance$14,321,687$16,169,986▲ $1,848,299
Total Liabilities and Net Assets / Fund Balance$45,155,957$43,395,504▼ $1,760,453

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,834,026$6,602,032$23,436,058
Land$5,101,955-$5,101,955
Equipment$541,770$393,780$935,550
Other Land Buildings$10,000-$10,000
Compensation and Service Providers
Top Officer Pay10th percentile

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestMangement Services290 N FLINT STREET, Kaysville, UT 84037$546,399
Revenue and Support

Revenue Composition

Contributions and Grants
$17,052,529
Program Service Revenue
$349,915
Investment Income
$912,489
Other Revenue
$120,366
All Other Contributions
$165,638
Change in Net Assets
$1,848,299

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,435,299
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$18,435,299
Total Revenue per Form 990
$18,435,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,587,000
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$1,122,798--$1,122,798
Depreciation Depletion-$799,595-$799,595
Fees for Services Other$512,622$175,472-$688,094
Fees for Services Management-$584,098-$584,098
All Other Expenses$328,552$103,212-$431,764
Other Expenses$268,056$320,061-$320,061
Occupancy$162,003$516-$162,519
Information Technology$108,831$29,358-$138,189
Travel$15,940$98,779-$114,719
Insurance$63,056--$63,056
Advertising$3,255$18,165-$21,420
Fees for Services Legal-$17,584-$17,584
Fees for Services Accounting-$14,980-$14,980
Total Functional Expenses$12,657,852$3,929,148$0$16,587,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,587,000
Total Expenses per Audited Statements$16,587,000
Total Expenses per Form 990$16,587,000
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$2,965,000$318,812
B$13,349,621-$1,825,000$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, 2024 was $546,399.”

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
Tori Williams
Title
Board Chair
Phone
8012829066
Signed
2026-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tori Williams
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 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/ManagementAndGeneralAmt1331558
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2125479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3320061
IRS990/OtherExpensesGrp/ProgramServicesAmt07774608
IRS990/OtherExpensesGrp/ProgramServicesAmt12298131
IRS990/OtherExpensesGrp/ProgramServicesAmt2268056
IRS990/OtherExpensesGrp/TotalAmt09084899
IRS990/OtherExpensesGrp/TotalAmt12629689
IRS990/OtherExpensesGrp/TotalAmt2393535
IRS990/OtherExpensesGrp/TotalAmt3320061
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt022455
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022455
IRS990/OtherRevenueTotalAmt022455
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0127941
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0547557
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050832
IRS990/PrincipalOfficerNm0TORI WILLIAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0349915
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0349915
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015729599
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0999724
IRS990/PYOtherExpensesAmt015852050
IRS990/PYOtherRevenueAmt082021
IRS990/PYProgramServiceRevenueAmt0432205
IRS990/PYRevenuesLessExpensesAmt01391499
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt015852050
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017243549
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01848299
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt097911
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0349915
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01500980
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01965484
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/BookValueAmt016834026
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06602032
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt023436058
IRS990ScheduleD/EquipmentGrp/BookValueAmt0541770
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0393780
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0935550
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt016587000
IRS990ScheduleD/LandGrp/BookValueAmt05101955
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05101955
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt018435299
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022487751
IRS990ScheduleD/TotalExpensesPerForm990Amt016587000
IRS990ScheduleD/TotalRevenuePerForm990Amt018435299
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018435299
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016587000
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

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,395,504
Liabilities
$27,225,518
Net assets
$16,169,986
Revenue
$18,435,299
Expenses
$16,587,000
Net income
$1,848,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.4$27.2$16.2$18.4$16.6$1.85
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