Civic Intelligence

Endeavor Hall

990 • Fiscal year 2021 • EIN 27-5399569

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 28, 2022

Organization ProfileWWW.ENDEAVORHALL.ORG
2614 Decker Lake LaneWest Valley City, UT 84119

(801) 972-1153

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.93x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

2.05x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

20th percentile

-1.6%

Higher net margin than 20% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$135,461

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

17th percentile

-2.5%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

4.7%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$8,057,360

Down $210,300 (-2.5%) from 2020

Net Assets

Down

$563,733

Down $186,606 (-25%) from 2020

Liabilities

Down

$7,493,627

Down $23,694 (-0.3%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin20th percentile

Revenue

Up

$3,656,410

Up $164,215 (+4.7%) from 2020

Expenses

Up

$3,715,651

Up $312,785 (+9.2%) from 2020

Net Income

Down

-$59,241

Down $148,570 (-166%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$10M$5.0M$0Assets 2013: $8,959,568Liabilities 2013: $8,740,266Net Assets 2013: $219,3022013Assets 2014: $8,958,575Liabilities 2014: $8,479,410Net Assets 2014: $479,1652014Assets 2015: $8,970,066Liabilities 2015: $8,382,907Net Assets 2015: $587,1592015Assets 2016: $8,895,792Liabilities 2016: $8,174,696Net Assets 2016: $721,0962016Assets 2017: $8,509,564Liabilities 2017: $7,908,290Net Assets 2017: $601,2742017Assets 2018: $8,804,632Liabilities 2018: $7,980,493Net Assets 2018: $824,1392018Assets 2019: $8,437,765Liabilities 2019: $7,776,754Net Assets 2019: $661,0112019Assets 2020: $8,267,660Liabilities 2020: $7,517,321Net Assets 2020: $750,3392020Assets 2021: $8,057,360Liabilities 2021: $7,493,627Net Assets 2021: $563,7332021Assets 2022: $8,189,207Liabilities 2022: $7,316,903Net Assets 2022: $872,3042022Assets 2023: $8,173,042Liabilities 2023: $7,139,838Net Assets 2023: $1,033,2042023Assets 2024: $8,016,304Liabilities 2024: $7,003,506Net Assets 2024: $1,012,7982024Assets 2025: $7,790,113Liabilities 2025: $6,799,846Net Assets 2025: $990,2672025

Highlighted filing

2021

Assets$8,057,360
Liabilities$7,493,627
Net Assets$563,733
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2013: $3,178,7002013Revenue 2014: $3,614,289Expenses 2014: $3,521,412Net Income 2014: $92,8772014Revenue 2015: $3,615,217Expenses 2015: $3,507,223Net Income 2015: $107,9942015Revenue 2016: $4,167,933Expenses 2016: $4,033,995Net Income 2016: $133,9382016Revenue 2017: $4,104,031Expenses 2017: $4,223,853Net Income 2017: -$119,8222017Revenue 2018: $4,102,391Expenses 2018: $3,879,526Net Income 2018: $222,8652018Revenue 2019: $3,800,196Expenses 2019: $3,963,324Net Income 2019: -$163,1282019Revenue 2020: $3,492,195Expenses 2020: $3,402,866Net Income 2020: $89,3292020Revenue 2021: $3,656,410Expenses 2021: $3,715,651Net Income 2021: -$59,2412021Revenue 2022: $3,885,061Expenses 2022: $3,576,490Net Income 2022: $308,5712022Revenue 2023: $3,613,687Expenses 2023: $3,452,787Net Income 2023: $160,9002023Revenue 2024: $3,594,832Expenses 2024: $3,615,238Net Income 2024: -$20,4062024Revenue 2025: $3,502,096Expenses 2025: $3,524,627Net Income 2025: -$22,5312025

Highlighted filing

2021

Revenue$3,656,410
Expenses$3,715,651
Net Income-$59,241
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 28, 2022
Return Version
2020v4.2
Gross Receipts
$3,656,410
Mission and Program Overview

Mission

Acquire superior writing skills through an academically challenging curriculum in preparation for collegiate studies and careers.

Charter school for kindergarten to sixth grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,172,269$5,992,161▼ $180,108
Cash and Non-Interest-Bearing Accounts$1,876,695$1,638,372▼ $238,323
Accounts Receivable$217,993$426,124▲ $208,131
Prepaid Expenses and Deferred Charges$703$703→ $0
Total Assets$8,267,660$8,057,360▼ $210,300
Liabilities
Tax Exempt Bond Liabilities$7,039,291$7,016,693▼ $22,598
Accounts Payable and Accrued Expenses$383,353$427,139▲ $43,786
Mortgage Notes Payable Secured by Investment Property$94,677$49,795▼ $44,882
Total Liabilities$7,517,321$7,493,627▼ $23,694
Net Assets / Fund Balance
Net Assets With Donor Restrictions$499,358$541,343▲ $41,985
Net Assets Without Donor Restrictions$250,981$22,390▼ $228,591
Total Net Assets Fund Balance$750,339$563,733▼ $186,606
Total Liabilities and Net Assets / Fund Balance$8,267,660$8,057,360▼ $210,300

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,592,454$1,250,234$5,842,688
Leasehold Improvements$615,526$376,700$992,226
Land$693,000-$693,000
Equipment$47,927$402,889$450,816
Other Land Buildings$43,254-$43,254
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Simon RaubenheimerDirectorFT$105,913$29,548$135,461

Board Members and Trustees

NameTitle
Tom HuynhBoard Chair
Endelecia LovatoVice Chair
Bryce BoltonBoard Member
Debby LlewelynBoard Member
Jeff FoxBoard Member
Thad PhillipsBoard Member
Anna KramerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,624,814
Program Service Revenue
$26,694
Investment Income
$4,902
Other Revenue
$0
All Other Contributions
$10,508
Change in Net Assets
$-59,241

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,656,410
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,656,410
Total Revenue per Form 990
$3,656,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,473,585
Other Expenses$1,242,066
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,912,573--$1,912,573
Interest$446,002--$446,002
Other Employee Benefits$237,903--$237,903
Depreciation Depletion$228,098--$228,098
Fees for Services Other$144,693--$144,693
Current Officers, Directors, Trustees, and Key Employees$137,325--$137,325
Payroll Taxes$136,876--$136,876
Pension Plan Contributions$48,908--$48,908
Information Technology$46,095--$46,095
Other Expenses$21,318--$21,318
Insurance$21,173--$21,173
Advertising$18,383--$18,383
Fees for Services Management$13,884--$13,884
All Other Expenses$10,448--$10,448
Fees for Services Accounting-$10,320-$10,320
Total Functional Expenses$3,705,331$10,320$0$3,715,651

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,715,651
Total Expenses per Audited Statements$3,715,651
Total Expenses per Form 990$3,715,651
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 Authority2012-12-13$8,060,000To purchase and renovate two buildings and refund a prior note.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,060,000$103,466$935,000$328,920

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
Yes
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
No
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 8B

“There are no committees with broad authority to act on behalf of the board.”

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

“The board reviews form 990 before filing. A completed copy of form 990 is emailed to all members of the governing body.”

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

“Annual questionnaires are provided and filled out by the board. As conflicts arise, those affected recuse themselves from the meetings as the remaining board members discuss the matter. Once a decision has been made, the recused members are admitted back into the meeting.”

Form 990, Part VI, Section C, Line 19

“All policies and documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Endeavor Hall
EIN
27-5399569
Phone
8019721153
Address
2614 DECKER LAKE LANE, WEST VALLEY CITY, UT 84119

Signing Officer

Name
Simon Raubenheimer
Title
Director
Phone
8019721153
Signed
2022-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Simon Raubenheimer
Formed
2011
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
62
Volunteers
7

Preparer

Firm
Eide Bailly Llp
Address
5929 FASHION POINT DR STE 300, OGDEN, UT 84403-4684
Preparer
Chett Campbell CPA
Phone
8016211575
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Restatement to gasb framework -127,365.”

Form 990, Part XI, Line 9

“Utah house bill 242 (h.b. 242) was passed in 2020 and requires utah charter schools to report under the governmental accounting standards board (gasb) framework. As a result of implementing the financial reporting requirements of h.b. 242, the school has converted the financial statement presentation of the school financial statements and related disclosures to be presented in accordance with the gasb financial reporting framework. Previously, the school prepared financial statements under the financial accounting standards board (fasb) framework.”

Raw XML AppendixShowing 400 of 460 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/BOYAmt0383353
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0427139
IRS990/AccountsReceivableGrp/BOYAmt0217993
IRS990/AccountsReceivableGrp/EOYAmt0426124
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHARTER SCHOOL FOR KINDERGARTEN TO SIXTH GRADE
IRS990/AdvertisingGrp/ProgramServicesAmt018383
IRS990/AdvertisingGrp/TotalAmt018383
IRS990/AllOtherContributionsAmt010508
IRS990/AllOtherExpensesGrp/ProgramServicesAmt010448
IRS990/AllOtherExpensesGrp/TotalAmt010448
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN EDWARDS
IRS990/BooksInCareOfDetail/PhoneNum08019721153
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02614 DECKER LAKE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST VALLEY CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084119
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01876695
IRS990/CashNonInterestBearingGrp/EOYAmt01638372
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0137325
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0137325
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03624814
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04902
IRS990/CYOtherExpensesAmt01242066
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt026694
IRS990/CYRevenuesLessExpensesAmt0-59241
IRS990/CYSalariesCompEmpBnftPaidAmt02473585
IRS990/CYTotalExpensesAmt03715651
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03656410
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0228098
IRS990/DepreciationDepletionGrp/TotalAmt0228098
IRS990/Desc0PROVIDE EDUCATION TO THE STUDENTS AT ENDEAVOR HALL CHARTER SCHOOL AND ALLOW THE SCHOOL TO ACCOMPLISH ITS GOALS AS STATED IN ITS MISSION STATEMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0499358
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0541343
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt062
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt03705331
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010320
IRS990/FeesForServicesAccountingGrp/TotalAmt010320
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt013884
IRS990/FeesForServicesManagementGrp/TotalAmt013884
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0144693
IRS990/FeesForServicesOtherGrp/TotalAmt0144693
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt729548
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM HUYNH
IRS990/Form990PartVIISectionAGrp/PersonNm1ENDELECIA LOVATO
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNA KRAMER
IRS990/Form990PartVIISectionAGrp/PersonNm3BRYCE BOLTON
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBBY LLEWELYN
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF FOX
IRS990/Form990PartVIISectionAGrp/PersonNm6THAD PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm7SIMON RAUBENHEIMER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7105913
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt03614306
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03656410
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt046095
IRS990/InformationTechnologyGrp/TotalAmt046095
IRS990/InsuranceGrp/ProgramServicesAmt021173
IRS990/InsuranceGrp/TotalAmt021173
IRS990/InterestGrp/ProgramServicesAmt0446002
IRS990/InterestGrp/TotalAmt0446002
IRS990/InvestmentIncomeGrp/ExclusionAmt04902
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04902
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02029823
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06172269
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05992161
IRS990/LandBldgEquipCostOrOtherBssAmt08021984
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ACQUIRE SUPERIOR WRITING SKILLS THROUGH AN ACADEMICALLY CHALLENGING CURRICULUM IN PREPARATION FOR COLLEGIATE STUDIES AND CAREERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt094677
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt049795
IRS990/NetAssetsOrFundBalancesBOYAmt0750339
IRS990/NetAssetsOrFundBalancesEOYAmt0563733
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0250981
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt022390
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-127365
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0237903
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0237903
IRS990/OtherExpensesGrp/Desc0GENERAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2TEXTBOOKS AND EDUCATION
IRS990/OtherExpensesGrp/Desc3PROPERTY MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0162692
IRS990/OtherExpensesGrp/ProgramServicesAmt193927
IRS990/OtherExpensesGrp/ProgramServicesAmt225033
IRS990/OtherExpensesGrp/ProgramServicesAmt321318
IRS990/OtherExpensesGrp/TotalAmt0162692
IRS990/OtherExpensesGrp/TotalAmt193927
IRS990/OtherExpensesGrp/TotalAmt225033
IRS990/OtherExpensesGrp/TotalAmt321318
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01912573
IRS990/OtherSalariesAndWagesGrp/TotalAmt01912573
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0136876
IRS990/PayrollTaxesGrp/TotalAmt0136876
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt048908
IRS990/PensionPlanContributionsGrp/TotalAmt048908
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0703
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0703
IRS990/PrincipalOfficerNm0SIMON RAUBENHEIMER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026694
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026694
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03413417
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019484
IRS990/PYOtherExpensesAmt01341226
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt059294
IRS990/PYRevenuesLessExpensesAmt089329
IRS990/PYSalariesCompEmpBnftPaidAmt02061640
IRS990/PYTotalExpensesAmt03402866
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03492195
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-59241
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt026694
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04592454
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01250234
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05842688
IRS990ScheduleD/EquipmentGrp/BookValueAmt047927
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0402889
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0450816
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03715651
IRS990ScheduleD/LandGrp/BookValueAmt0693000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0693000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0615526
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0376700
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0992226
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt043254
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt043254
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03656410
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05992161
IRS990ScheduleD/TotalExpensesPerForm990Amt03715651
IRS990ScheduleD/TotalRevenuePerForm990Amt03656410
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03656410
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03715651
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS THE SCHOOL'S CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES FUNDING FROM THE STATE OF UTAH AS ADMINISTERED BY THE UTAH STATE BOARD OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN ITS SCHOOL. THE SCHOOL ALSO RECEIVES FEDERAL CHARTER SCHOOL GRANTS, WHICH ARE PAID THROUGH THE UTAH STATE BOARD OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/07/2022
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0DATE REBATE COMPUTATION PERFORMED
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02012-12-13
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TEA7
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt08060000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0TO PURCHASE AND RENOVATE TWO BUILDINGS AND REFUND A PRIOR NOTE.
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/CapitalExpendituresAmt06692964
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalizedInterestAmt0118000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0603350
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0328920
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt0103466
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0935000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02013
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt08060000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/WorkingCapitalExpendituresAmt0316766
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS FORM 990 BEFORE FILING. A COMPLETED COPY OF FORM 990 IS EMAILED TO ALL MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL QUESTIONNAIRES ARE PROVIDED AND FILLED OUT BY THE BOARD. AS CONFLICTS ARISE, THOSE AFFECTED RECUSE THEMSELVES FROM THE MEETINGS AS THE REMAINING BOARD MEMBERS DISCUSS THE MATTER. ONCE A DECISION HAS BEEN MADE, THE RECUSED MEMBERS ARE ADMITTED BACK INTO THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL POLICIES AND DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RESTATEMENT TO GASB FRAMEWORK -127,365.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UTAH HOUSE BILL 242 (H.B. 242) WAS PASSED IN 2020 AND REQUIRES UTAH CHARTER SCHOOLS TO REPORT UNDER THE GOVERNMENTAL ACCOUNTING STANDARDS BOARD (GASB) FRAMEWORK. AS A RESULT OF IMPLEMENTING THE FINANCIAL REPORTING REQUIREMENTS OF H.B. 242, THE SCHOOL HAS CONVERTED THE FINANCIAL STATEMENT PRESENTATION OF THE SCHOOL FINANCIAL STATEMENTS AND RELATED DISCLOSURES TO BE PRESENTED IN ACCORDANCE WITH THE GASB FINANCIAL REPORTING FRAMEWORK. PREVIOUSLY, THE SCHOOL PREPARED FINANCIAL STATEMENTS UNDER THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) FRAMEWORK.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt07039291
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt07016693
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08267660
IRS990/TotalAssetsEOYAmt08057360
IRS990/TotalAssetsGrp/BOYAmt08267660
IRS990/TotalAssetsGrp/EOYAmt08057360
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03624814
IRS990/TotalEmployeeCnt062
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010320
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03705331
IRS990/TotalFunctionalExpensesGrp/TotalAmt03715651
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07517321
IRS990/TotalLiabilitiesEOYAmt07493627
IRS990/TotalLiabilitiesGrp/BOYAmt07517321

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,057,360
Liabilities
$7,493,627
Net assets
$563,733
Revenue
$3,656,410
Expenses
$3,715,651
Net income
-$59,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.79$6.80$0.99$3.50$3.52$0.02
2024Detailed filing. Detailed filing data is available for this year.$8.02$7.00$1.01$3.59$3.62$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.17$7.14$1.03$3.61$3.45$0.16
2022Detailed filing. Detailed filing data is available for this year.$8.19$7.32$0.87$3.89$3.58$0.31
2021Detailed filing. Detailed filing data is available for this year.$8.06$7.49$0.56$3.66$3.72$0.06
2020Detailed filing. Detailed filing data is available for this year.$8.27$7.52$0.75$3.49$3.40$0.09
2019Detailed filing. Detailed filing data is available for this year.$8.44$7.78$0.66$3.80$3.96$0.16
2018Detailed filing. Detailed filing data is available for this year.$8.80$7.98$0.82$4.10$3.88$0.22
2017Detailed filing. Detailed filing data is available for this year.$8.51$7.91$0.60$4.10$4.22$0.12
2016Detailed filing. Detailed filing data is available for this year.$8.90$8.17$0.72$4.17$4.03$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.97$8.38$0.59$3.62$3.51$0.11
2014Detailed filing. Detailed filing data is available for this year.$8.96$8.48$0.48$3.61$3.52$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.96$8.74$0.22$3.18