Civic Intelligence

Ogden Preparatory Academy Inc.

990 • Fiscal year 2021 • EIN 35-2210009

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 21, 2022

Organization ProfileWWW.OGDENPREP.ORG
1435 Lincoln AveOgden, UT 84404

(801) 627-3066

Siviq Scores

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

Liabilities / Assets

88th percentile

0.80x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

1.55x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

43rd percentile

9.1%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$92,478

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

$19,594,939

No earlier filing loaded for comparison.

Net Assets

$3,850,959

No earlier filing loaded for comparison.

Liabilities

$15,743,980

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin43rd percentile

Revenue

$10,136,279

No earlier filing loaded for comparison.

Expenses

$9,209,956

No earlier filing loaded for comparison.

Net Income

$926,323

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2021: $19,594,939Liabilities 2021: $15,743,980Net Assets 2021: $3,850,9592021Assets 2022: $20,708,701Liabilities 2022: $15,415,609Net Assets 2022: $5,293,0922022

Highlighted filing

2021

Assets$19,594,939
Liabilities$15,743,980
Net Assets$3,850,959
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Revenue 2021: $10,136,279Expenses 2021: $9,209,956Net Income 2021: $926,3232021Revenue 2022: $11,491,491Expenses 2022: $10,049,358Net Income 2022: $1,442,1332022

Highlighted filing

2021

Revenue$10,136,279
Expenses$9,209,956
Net Income$926,323
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 21, 2022
Return Version
2020v4.2
Gross Receipts
$10,136,279
Mission and Program Overview

Mission

To provide a challenging curriculum where academic excellence, character development and individual growth are nurtured in a safe and happy environment that involves the active participation of students, teachers, parents and community members.

To provide a challenging curriculum where academic excellence, character development and indivual growth are nurtured in a safe and happy environment that involves the active participation of students, teachers, parents and community members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,513,585$13,294,252▼ $219,333
Savings and Temporary Cash Investments$2,754,069$5,573,208▲ $2,819,139
Accounts Receivable$197,897$424,606▲ $226,709
Cash and Non-Interest-Bearing Accounts$2,650,283$258,632▼ $2,391,651
Prepaid Expenses and Deferred Charges$22,045$44,241▲ $22,196
Total Assets$19,137,879$19,594,939▲ $457,060
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,645,998$14,630,398▼ $15,600
Accounts Payable and Accrued Expenses$1,132,049$1,113,582▼ $18,467
Total Liabilities$15,778,047$15,743,980▼ $34,067
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,621,656$3,040,059▲ $1,418,403
Net Assets Without Donor Restrictions$1,738,176$810,900▼ $927,276
Total Net Assets Fund Balance$3,359,832$3,850,959▲ $491,127
Total Liabilities and Net Assets / Fund Balance$19,137,879$19,594,939▲ $457,060

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,337,337$2,595,974$12,933,311
Land$2,681,000-$2,681,000
Equipment$275,915$413,220$689,135
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Debbie DeemBusiness DirectorFT$92,478$92,478

Board Members and Trustees

NameTitle
Bill DavisBoard Chair
Jessica HowellBoard Member
Mark SwensonBoard Member
Molly WardBoard Member
Sara MejeurBoard Member
Stefanie ZwygartBoard Member
TYLER D'HULSTBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Something To Talk About LLCSpeech Language Services197 W 2050 S, Perry, UT 84302$124,957
Revenue and Support

Revenue Composition

Contributions and Grants
$10,055,314
Program Service Revenue
$59,053
Investment Income
$21,912
Other Revenue
$0
All Other Contributions
$4,114
Change in Net Assets
$926,323

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,136,279
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$10,136,279
Total Revenue per Form 990
$10,136,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,788,581
Other Expenses$2,421,375
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,023,589$545,789-$5,569,378
Other Employee Benefits$571,828--$571,828
Interest$524,564--$524,564
Depreciation Depletion$375,078$37,390-$412,468
Payroll Taxes$346,123$37,605-$383,728
Fees for Services Other$166,380--$166,380
Pension Plan Contributions$143,536--$143,536
Current Officers, Directors, Trustees, and Key Employees$120,111--$120,111
Fees for Services Management-$84,000-$84,000
All Other Expenses$29,160$20,658-$49,818
Insurance$39,442--$39,442
Information Technology-$29,685-$29,685
Fees for Services Accounting-$20,100-$20,100
Other Expenses$9,760$46,951-$9,760
Advertising$8,830--$8,830
Fees for Services Legal-$490-$490
Total Functional Expenses$8,387,288$822,668$0$9,209,956

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,209,956
Total Expenses per Audited Statements$9,209,956
Total Expenses per Form 990$9,209,956
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 Authority2012-12-12$17,810,000Purchase of land and building

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$17,375,548-$2,580,548$347,511

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
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“Reviewed by outside consultant and the board's finance comittee for correctness.”

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

“Monitored by the executive director and board annually.”

Form 990, Part VI, Section B, Line 15

“All employee compensation is based on approved pay scales which are reviewed annually.”

Form 990, Part VI, Section C, Line 19

“Governing board documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ogden Preparatory Academy
EIN
35-2210009
Phone
8016273066
Address
1435 LINCOLN AVE, OGDEN, UT 84404

Signing Officer

Name
Spencer Adams
Title
Business Manager
Phone
8016273066
Signed
2022-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Deem
Formed
2003
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
196
Volunteers
30

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 V, Line 3B

“All revenue is derived from related business activities.”

FORM 990, PART XI, LINE 9:

“Fasb to gasb adjustment -435,196.”

Financial Statement Notes

Change in Accounting Framework

“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 school financial statements under the financial accounting standards board (fasb) framework.”

Raw XML AppendixShowing 400 of 469 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/BOYAmt01132049
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01113582
IRS990/AccountsReceivableGrp/BOYAmt0197897
IRS990/AccountsReceivableGrp/EOYAmt0424606
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE A CHALLENGING CURRICULUM WHERE ACADEMIC EXCELLENCE, CHARACTER DEVELOPMENT AND INDIVUAL GROWTH ARE NURTURED IN A SAFE AND HAPPY ENVIRONMENT THAT INVOLVES THE ACTIVE PARTICIPATION OF STUDENTS, TEACHERS, PARENTS AND COMMUNITY MEMBERS.
IRS990/AdvertisingGrp/ProgramServicesAmt08830
IRS990/AdvertisingGrp/TotalAmt08830
IRS990/AllOtherContributionsAmt04114
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020658
IRS990/AllOtherExpensesGrp/ProgramServicesAmt029160
IRS990/AllOtherExpensesGrp/TotalAmt049818
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RED APPLE FINANCIAL
IRS990/BooksInCareOfDetail/PhoneNum08013944140
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0433 NORTH 1500 WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0MARRIOTTSLATERVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084404
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02650283
IRS990/CashNonInterestBearingGrp/EOYAmt0258632
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0120111
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0120111
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0124957
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0197 W 2050 S
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PERRY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd084302
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SOMETHING TO TALK ABOUT LLC
IRS990/ContractorCompensationGrp/ServicesDesc0SPEECH LANGUAGE SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010055314
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt021912
IRS990/CYOtherExpensesAmt02421375
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt059053
IRS990/CYRevenuesLessExpensesAmt0926323
IRS990/CYSalariesCompEmpBnftPaidAmt06788581
IRS990/CYTotalExpensesAmt09209956
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010136279
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt037390
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0375078
IRS990/DepreciationDepletionGrp/TotalAmt0412468
IRS990/Desc0GENERAL EDUCATION FUND
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01621656
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03040059
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0196
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt07767136
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020100
IRS990/FeesForServicesAccountingGrp/TotalAmt020100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0490
IRS990/FeesForServicesLegalGrp/TotalAmt0490
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt084000
IRS990/FeesForServicesManagementGrp/TotalAmt084000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0166380
IRS990/FeesForServicesOtherGrp/TotalAmt0166380
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0BILL DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm1STEFANIE ZWYGART
IRS990/Form990PartVIISectionAGrp/PersonNm2SARA MEJEUR
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK SWENSON
IRS990/Form990PartVIISectionAGrp/PersonNm4MOLLY WARD
IRS990/Form990PartVIISectionAGrp/PersonNm5TYLER D'HULST
IRS990/Form990PartVIISectionAGrp/PersonNm6JESSICA HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm7DEBBIE DEEM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt792478
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/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BUSINESS DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt010051200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010136279
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt029685
IRS990/InformationTechnologyGrp/TotalAmt029685
IRS990/InsuranceGrp/ProgramServicesAmt039442
IRS990/InsuranceGrp/TotalAmt039442
IRS990/InterestGrp/ProgramServicesAmt0524564
IRS990/InterestGrp/TotalAmt0524564
IRS990/InvestmentIncomeGrp/ExclusionAmt021912
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021912
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03009194
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013513585
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013294252
IRS990/LandBldgEquipCostOrOtherBssAmt016303446
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE A CHALLENGING CURRICULUM WHERE ACADEMIC EXCELLENCE, CHARACTER DEVELOPMENT AND INDIVIDUAL GROWTH ARE NURTURED IN A SAFE AND HAPPY ENVIRONMENT THAT INVOLVES THE ACTIVE PARTICIPATION OF STUDENTS, TEACHERS, PARENTS AND COMMUNITY MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt014645998
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt014630398
IRS990/NetAssetsOrFundBalancesBOYAmt03359832
IRS990/NetAssetsOrFundBalancesEOYAmt03850959
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01738176
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0810900
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-435196
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0571828
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0571828
IRS990/OtherExpensesGrp/Desc0SUPPLIES & MATERIALS
IRS990/OtherExpensesGrp/Desc1PURCHASED PROPERTY SERV
IRS990/OtherExpensesGrp/Desc2PROPERTY
IRS990/OtherExpensesGrp/Desc3OTHER PURCHASED SERVICE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt046951
IRS990/OtherExpensesGrp/ProgramServicesAmt0644986
IRS990/OtherExpensesGrp/ProgramServicesAmt1249620
IRS990/OtherExpensesGrp/ProgramServicesAmt2134281
IRS990/OtherExpensesGrp/ProgramServicesAmt39760
IRS990/OtherExpensesGrp/TotalAmt0691937
IRS990/OtherExpensesGrp/TotalAmt1249620
IRS990/OtherExpensesGrp/TotalAmt2134281
IRS990/OtherExpensesGrp/TotalAmt39760
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0545789
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05023589
IRS990/OtherSalariesAndWagesGrp/TotalAmt05569378
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt037605
IRS990/PayrollTaxesGrp/ProgramServicesAmt0346123
IRS990/PayrollTaxesGrp/TotalAmt0383728
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0143536
IRS990/PensionPlanContributionsGrp/TotalAmt0143536
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022045
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044241
IRS990/PrincipalOfficerNm0DEBBIE DEEM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1722310
IRS990/ProgramServiceRevenueGrp/Desc0ELEMENTARY AND SECONDARY SCHOOL
IRS990/ProgramServiceRevenueGrp/Desc1LUNCH PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt050965
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt050965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18088
IRS990/ProgSrvcAccomActy2Grp/Desc0LUNCH PROGRAM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0620152
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08088
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09327018
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt076388
IRS990/PYOtherExpensesAmt02683302
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0153709
IRS990/PYRevenuesLessExpensesAmt0597944
IRS990/PYSalariesCompEmpBnftPaidAmt06275869
IRS990/PYTotalExpensesAmt08959171
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09557115
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0926323
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt050965
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02754069
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05573208
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt010337337
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02595974
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012933311
IRS990ScheduleD/EquipmentGrp/BookValueAmt0275915
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0413220
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0689135
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt09209956
IRS990ScheduleD/LandGrp/BookValueAmt02681000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02681000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010136279
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UTAH 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 SCHOOL FINANCIAL STATEMENTS UNDER THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) FRAMEWORK.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0CHANGE IN ACCOUNTING FRAMEWORK
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013294252
IRS990ScheduleD/TotalExpensesPerForm990Amt09209956
IRS990ScheduleD/TotalRevenuePerForm990Amt010136279
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010136279
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09209956
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 ORGANIZATION IS EXCUSED FROM FORMAL COMPLIANCE WITH REV. PROC. 75-50 AS LONG AS THE SCHOOLS CHARTER AGREEMENT WITH THE STATE REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVES STATE AND FEDERAL FUNDING TO OPERATE THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 6A
IRS990/ScheduleJRequiredInd00
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/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02012-12-12
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TEF6
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt017810000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0PURCHASE OF LAND AND BUILDING
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/CapitalExpendituresAmt015328689
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalizedInterestAmt0761350
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0960100
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0347511
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt02580548
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt017375548
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL REVENUE IS DERIVED FROM RELATED BUSINESS ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY OUTSIDE CONSULTANT AND THE BOARD'S FINANCE COMITTEE FOR CORRECTNESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORED BY THE EXECUTIVE DIRECTOR AND BOARD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL EMPLOYEE COMPENSATION IS BASED ON APPROVED PAY SCALES WHICH ARE REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING BOARD DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FASB TO GASB ADJUSTMENT -435,196.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 3B
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019137879
IRS990/TotalAssetsEOYAmt019594939
IRS990/TotalAssetsGrp/BOYAmt019137879
IRS990/TotalAssetsGrp/EOYAmt019594939
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010055314

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$19,594,939
Liabilities
$15,743,980
Net assets
$3,850,959
Revenue
$10,136,279
Expenses
$9,209,956
Net income
$926,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$15.4$5.29$11.5$10.0$1.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$15.7$3.85$10.1$9.21$0.93
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits