Civic Intelligence

Good Foundations Academy Charter School

990 • Fiscal year 2023 • EIN 36-4664197

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 11, 2024

Organization ProfileWWW.GFAUTAH.ORG

View Organization Page

5101 South 1050 WestRiverdale, UT 84405

(801) 393-2950

Siviq Scores

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

Liabilities / Assets

86th percentile

0.66x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

1.25x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

45th percentile

$115,632

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

57th percentile

7.9%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

16%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$8,252,148

Up $607,716 (+7.9%) from 2022

Net Assets

Up

$2,821,646

Up $738,957 (+35%) from 2022

Liabilities

Down

$5,430,502

Down $131,241 (-2.4%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin72nd percentile

Revenue

Up

$4,353,478

Up $607,759 (+16%) from 2022

Expenses

Up

$3,614,521

Up $141,193 (+4.1%) from 2022

Net Income

Up

$738,957

Up $466,566 (+171%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$10M$5.0M$0Assets 2018: $7,399,169Liabilities 2018: $5,889,058Net Assets 2018: $1,510,1112018Assets 2019: $7,306,466Liabilities 2019: $5,756,716Net Assets 2019: $1,549,7502019Assets 2020: $7,195,132Liabilities 2020: $5,606,479Net Assets 2020: $1,588,6532020Assets 2021: $7,505,495Liabilities 2021: $5,695,197Net Assets 2021: $1,810,2982021Assets 2022: $7,644,432Liabilities 2022: $5,561,743Net Assets 2022: $2,082,6892022Assets 2023: $8,252,148Liabilities 2023: $5,430,502Net Assets 2023: $2,821,6462023Assets 2024: $9,085,836Liabilities 2024: $5,410,497Net Assets 2024: $3,675,3392024Assets 2025: $9,808,798Liabilities 2025: $5,264,534Net Assets 2025: $4,544,2642025

Highlighted filing

2023

Assets$8,252,148
Liabilities$5,430,502
Net Assets$2,821,646
Open 2023 Filing

Operations Trend

Revenue Growth66th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2018: $3,619,452Expenses 2018: $3,266,038Net Income 2018: $353,4142018Revenue 2019: $3,693,540Expenses 2019: $3,653,901Net Income 2019: $39,6392019Revenue 2020: $3,835,567Expenses 2020: $3,796,664Net Income 2020: $38,9032020Revenue 2021: $3,921,028Expenses 2021: $3,569,222Net Income 2021: $351,8062021Revenue 2022: $3,745,719Expenses 2022: $3,473,328Net Income 2022: $272,3912022Revenue 2023: $4,353,478Expenses 2023: $3,614,521Net Income 2023: $738,9572023Revenue 2024: $4,991,596Expenses 2024: $4,137,903Net Income 2024: $853,6932024Revenue 2025: $5,335,719Expenses 2025: $4,466,794Net Income 2025: $868,9252025

Highlighted filing

2023

Revenue$4,353,478
Expenses$3,614,521
Net Income$738,957
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 11, 2024
Return Version
2022v5.0
Gross Receipts
$4,353,478
Mission and Program Overview

Mission

To provide excellence and fairness in education through a common educational foundation our goal is to provide each student with knowledge, skills, and character through strong parent-teacher-student partnerships.

To provide excellence and fairness in education through a common educational foundation our goal is to provide each student with knowledge, skills, and character through strong parent-teacher-student partnerships

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,892,349$4,853,398▼ $38,951
Investments in Publicly Traded Securities$2,023,486$2,648,076▲ $624,590
Cash and Non-Interest-Bearing Accounts$631,664$614,605▼ $17,059
Pledges and Grants Receivable$51,076$89,067▲ $37,991
Savings and Temporary Cash Investments$45,857$47,002▲ $1,145
Total Assets$7,644,432$8,252,148▲ $607,716
Liabilities
Tax Exempt Bond Liabilities$5,280,000$5,170,000▼ $110,000
Accounts Payable and Accrued Expenses$281,743$260,502▼ $21,241
Total Liabilities$5,561,743$5,430,502▼ $131,241
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,246,481$1,990,894▲ $744,413
Net Assets With Donor Restrictions$836,208$830,752▼ $5,456
Total Net Assets Fund Balance$2,082,689$2,821,646▲ $738,957
Total Liabilities and Net Assets / Fund Balance$7,644,432$8,252,148▲ $607,716

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,216,292$1,093,223$5,309,515
Land$300,000-$300,000
Equipment$39,495$239,251$278,746
Other Land Buildings$203,078-$203,078
Leasehold Improvements$94,533$99,890$194,423
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa ErwinExecutive DirectorFT$100,474$15,158$115,632

Board Members and Trustees

NameTitle
Jamie WalkerBoard Chair
Heather LutherBoard Member
Jed DailyBoard Member
Micah OlsonBoard Member
Steve HepburnBoard Member
Tom KoehlerBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$4,193,580
Program Service Revenue
$70,677
Investment Income
$89,221
Other Revenue
$0
All Other Contributions
$49,890
Change in Net Assets
$738,957

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,353,478
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,353,478
Total Revenue per Form 990
$4,353,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,588,351
Other Expenses$1,026,170
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,933,807--$1,933,807
Interest$304,386--$304,386
Other Employee Benefits$218,001--$218,001
Depreciation Depletion$166,076--$166,076
Payroll Taxes$150,158--$150,158
Current Officers, Directors, Trustees, and Key Employees$146,203--$146,203
Pension Plan Contributions$140,182--$140,182
Fees for Services Other$125,621--$125,621
Information Technology$64,584--$64,584
Occupancy$59,565--$59,565
Other Expenses$18,986--$18,986
Fees for Services Accounting-$14,654-$14,654
Insurance$6,098$4,680-$10,778
Travel$10,237--$10,237
Fees for Services Management-$8,750-$8,750
All Other Expenses$2,721--$2,721
Advertising-$439-$439
Office Expenses$416--$416
Fees for Services Legal-$180-$180
Total Functional Expenses$3,585,818$28,703$0$3,614,521

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,614,521
Total Expenses per Audited Statements$3,614,521
Total Expenses per Form 990$3,614,521
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 Authority2014-11-21$5,935,000TO PURCHASE FACILITIES

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,935,000-$765,000$118,700

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
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There is no committee with authority to act on behalf of the governing body.”

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

“Management reviews and approves form 990 prior to filing, board is provided a copy after filing”

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

“Identified conflicts are reviewed regularly”

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

“The executive director's compensation is reviewed annually by the board of directors. The board uses data from similar sized organizations to assist in determining the annual compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available upon request just as forms 990”

Filing and Contact Details

Filer

Filer Name
Good Foundations Academy
EIN
36-4664197
Phone
8013932950
Address
5101 SOUTH 1050 WEST, RIVERDALE, UT 84405

Signing Officer

Name
Lisa Erwin
Title
Executive Director
Phone
8013932950
Signed
2024-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Erwin
Formed
2010
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
84
Volunteers
35

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Kyle Fritch CPA
Phone
8015322200
Raw XML AppendixShowing 400 of 462 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/BOYAmt0281743
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0260502
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EXCELLENCE AND FAIRNESS IN EDUCATION THROUGH A COMMON EDUCATIONAL FOUNDATION OUR GOAL IS TO PROVIDE EACH STUDENT WITH KNOWLEDGE, SKILLS, AND CHARACTER THROUGH STRONG PARENT-TEACHER-STUDENT PARTNERSHIPS
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0439
IRS990/AdvertisingGrp/TotalAmt0439
IRS990/AllOtherContributionsAmt049890
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02721
IRS990/AllOtherExpensesGrp/TotalAmt02721
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICH ECCLES
IRS990/BooksInCareOfDetail/PhoneNum08013932950
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05101 SOUTH 1050 WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0RIVERDALE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084405
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0631664
IRS990/CashNonInterestBearingGrp/EOYAmt0614605
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0146203
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0146203
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04193580
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt089221
IRS990/CYOtherExpensesAmt01026170
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt070677
IRS990/CYRevenuesLessExpensesAmt0738957
IRS990/CYSalariesCompEmpBnftPaidAmt02588351
IRS990/CYTotalExpensesAmt03614521
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04353478
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0166076
IRS990/DepreciationDepletionGrp/TotalAmt0166076
IRS990/Desc0TO OPERATE A PUBLIC CHARTER SCHOOL FOR STUDENTS FROM KINDERGARTEN THROUGH GRADE SIX
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0836208
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0830752
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt084
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt03372256
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014654
IRS990/FeesForServicesAccountingGrp/TotalAmt014654
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0180
IRS990/FeesForServicesLegalGrp/TotalAmt0180
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt08750
IRS990/FeesForServicesManagementGrp/TotalAmt08750
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0125621
IRS990/FeesForServicesOtherGrp/TotalAmt0125621
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt615158
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMIE WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm1HEATHER LUTHER
IRS990/Form990PartVIISectionAGrp/PersonNm2JED DAILY
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM KOEHLER
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE HEPBURN
IRS990/Form990PartVIISectionAGrp/PersonNm5MICAH OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm6LISA ERWIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6100474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt04143690
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04353478
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt064584
IRS990/InformationTechnologyGrp/TotalAmt064584
IRS990/InsuranceGrp/ManagementAndGeneralAmt04680
IRS990/InsuranceGrp/ProgramServicesAmt06098
IRS990/InsuranceGrp/TotalAmt010778
IRS990/InterestGrp/ProgramServicesAmt0304386
IRS990/InterestGrp/TotalAmt0304386
IRS990/InvestmentIncomeGrp/ExclusionAmt089221
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt089221
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02023486
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02648076
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01432364
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04892349
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04853398
IRS990/LandBldgEquipCostOrOtherBssAmt06285762
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EXCELLENCE AND FAIRNESS IN EDUCATION THROUGH A COMMON EDUCATIONAL FOUNDATION OUR GOAL IS TO PROVIDE EACH STUDENT WITH KNOWLEDGE, SKILLS, AND CHARACTER THROUGH STRONG PARENT-TEACHER-STUDENT PARTNERSHIPS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02082689
IRS990/NetAssetsOrFundBalancesEOYAmt02821646
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01246481
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01990894
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt059565
IRS990/OccupancyGrp/TotalAmt059565
IRS990/OfficeExpensesGrp/ProgramServicesAmt0416
IRS990/OfficeExpensesGrp/TotalAmt0416
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0218001
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0218001
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc2MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROPERTY RENTAL
IRS990/OtherExpensesGrp/ProgramServicesAmt0116339
IRS990/OtherExpensesGrp/ProgramServicesAmt186564
IRS990/OtherExpensesGrp/ProgramServicesAmt235874
IRS990/OtherExpensesGrp/ProgramServicesAmt318986
IRS990/OtherExpensesGrp/TotalAmt0116339
IRS990/OtherExpensesGrp/TotalAmt186564
IRS990/OtherExpensesGrp/TotalAmt235874
IRS990/OtherExpensesGrp/TotalAmt318986
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01933807
IRS990/OtherSalariesAndWagesGrp/TotalAmt01933807
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0150158
IRS990/PayrollTaxesGrp/TotalAmt0150158
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0140182
IRS990/PensionPlanContributionsGrp/TotalAmt0140182
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt051076
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt089067
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LISA ERWIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL LUNCH
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES AND ACTIV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054202
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054202
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116475
IRS990/ProgSrvcAccomActy2Grp/Desc0TO OPERATE A SCHOOL LUNCH PROGRAM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0213562
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt054202
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03733226
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09035
IRS990/PYOtherExpensesAmt01000220
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03458
IRS990/PYRevenuesLessExpensesAmt0272391
IRS990/PYSalariesCompEmpBnftPaidAmt02473108
IRS990/PYTotalExpensesAmt03473328
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03745719
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0738957
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt016475
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045857
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047002
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04216292
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01093223
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05309515
IRS990ScheduleD/EquipmentGrp/BookValueAmt039495
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0239251
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0278746
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03614521
IRS990ScheduleD/LandGrp/BookValueAmt0300000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt094533
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt099890
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0194423
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0203078
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0203078
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04353478
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04853398
IRS990ScheduleD/TotalExpensesPerForm990Amt03614521
IRS990ScheduleD/TotalRevenuePerForm990Amt04353478
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04353478
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03614521
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 ITS 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: 12/09/2020
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/BondIssuedDt02014-11-21
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TKD4
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt05935000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0TO PURCHASE FACILITIES
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/CapitalExpendituresAmt05402275
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0414025
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0118700
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0765000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02015
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt05935000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT REVIEWS AND APPROVES FORM 990 PRIOR TO FILING, BOARD IS PROVIDED A COPY AFTER FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IDENTIFIED CONFLICTS ARE REVIEWED REGULARLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. THE BOARD USES DATA FROM SIMILAR SIZED ORGANIZATIONS TO ASSIST IN DETERMINING THE ANNUAL COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST JUST AS FORMS 990
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 B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt05280000
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt05170000
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07644432
IRS990/TotalAssetsEOYAmt08252148
IRS990/TotalAssetsGrp/BOYAmt07644432
IRS990/TotalAssetsGrp/EOYAmt08252148
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04193580
IRS990/TotalEmployeeCnt084
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028703
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03585818
IRS990/TotalFunctionalExpensesGrp/TotalAmt03614521
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05561743
IRS990/TotalLiabilitiesEOYAmt05430502
IRS990/TotalLiabilitiesGrp/BOYAmt05561743
IRS990/TotalLiabilitiesGrp/EOYAmt05430502

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,252,148
Liabilities
$5,430,502
Net assets
$2,821,646
Revenue
$4,353,478
Expenses
$3,614,521
Net income
$738,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.81$5.26$4.54$5.34$4.47$0.87
2024Detailed filing. Detailed filing data is available for this year.$9.09$5.41$3.68$4.99$4.14$0.85
2023Detailed filing. Detailed filing data is available for this year.$8.25$5.43$2.82$4.35$3.61$0.74
2022Detailed filing. Detailed filing data is available for this year.$7.64$5.56$2.08$3.75$3.47$0.27
2021Detailed filing. Detailed filing data is available for this year.$7.51$5.70$1.81$3.92$3.57$0.35
2020Detailed filing. Detailed filing data is available for this year.$7.20$5.61$1.59$3.84$3.80$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.31$5.76$1.55$3.69$3.65$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.40$5.89$1.51$3.62$3.27$0.35