Civic Intelligence

Leadership Learning Academy Inc

990 • Fiscal year 2025 • EIN 45-3821104

Jul 01, 2024 to Jun 30, 2025

Organization ProfileLLACHARTER.ORG
100 W 2675 NLayton, UT 84041

(801) 593-9552

Siviq Scores

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

Liabilities / Assets

90th percentile

0.81x

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

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

Liabilities / Revenue

88th percentile

1.87x

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

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

Net Margin

54th percentile

7.1%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

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

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

Asset Growth

88th percentile

21%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

19th percentile

-7.4%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$26,644,385

Up $4,685,994 (+21%) from 2024

Net Assets

Up

$5,074,874

Up $824,355 (+19%) from 2024

Liabilities

Up

$21,569,511

Up $3,861,639 (+22%) from 2024

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin54th percentile

Revenue

Down

$11,544,071

Down $924,105 (-7.4%) from 2024

Expenses

Up

$10,719,716

Up $664,907 (+6.6%) from 2024

Net Income

Down

$824,355

Down $1,589,012 (-66%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$30M$20M$10M$0-$10MAssets 2016: $8,095,990Liabilities 2016: $7,565,515Net Assets 2016: $530,4752016Assets 2017: $7,929,734Liabilities 2017: $7,343,745Net Assets 2017: $585,9892017Assets 2018: $15,642,520Liabilities 2018: $15,769,114Net Assets 2018: -$126,5942018Assets 2019: $15,700,188Liabilities 2019: $15,578,006Net Assets 2019: $122,1822019Assets 2020: $18,284,232Liabilities 2020: $17,577,892Net Assets 2020: $706,3402020Assets 2021: $19,097,900Liabilities 2021: $17,491,128Net Assets 2021: $1,606,7722021Assets 2022: $19,328,323Liabilities 2022: $17,330,602Net Assets 2022: $1,997,7212022Assets 2023: $19,701,825Liabilities 2023: $17,157,089Net Assets 2023: $2,544,7362023Assets 2024: $21,958,391Liabilities 2024: $17,707,872Net Assets 2024: $4,250,5192024Assets 2025: $26,644,385Liabilities 2025: $21,569,511Net Assets 2025: $5,074,8742025

Highlighted filing

2025

Assets$26,644,385
Liabilities$21,569,511
Net Assets$5,074,874
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2016: $3,374,976Expenses 2016: $3,212,399Net Income 2016: $162,5772016Revenue 2017: $3,639,115Expenses 2017: $3,583,601Net Income 2017: $55,5142017Revenue 2018: $6,369,169Expenses 2018: $7,081,752Net Income 2018: -$712,5832018Revenue 2019: $8,001,597Expenses 2019: $7,752,821Net Income 2019: $248,7762019Revenue 2020: $8,261,998Expenses 2020: $7,677,840Net Income 2020: $584,1582020Revenue 2021: $8,924,477Expenses 2021: $7,811,149Net Income 2021: $1,113,3282021Revenue 2022: $9,390,346Expenses 2022: $8,999,397Net Income 2022: $390,9492022Revenue 2023: $10,087,714Expenses 2023: $9,540,699Net Income 2023: $547,0152023Revenue 2024: $12,468,176Expenses 2024: $10,054,809Net Income 2024: $2,413,3672024Revenue 2025: $11,544,071Expenses 2025: $10,719,716Net Income 2025: $824,3552025

Highlighted filing

2025

Revenue$11,544,071
Expenses$10,719,716
Net Income$824,355
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 30, 2026
Return Version
2024v5.5
Gross Receipts
$11,544,071
Mission and Program Overview

Mission

We foster personal growth, challenge individuals to make a positive impact in our community and cultivate lifelong learning.

The education of students grades k-6.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,458,421$18,449,202▲ $3,990,781
Investments in Publicly Traded Securities$3,514,057$3,970,452▲ $456,395
Savings and Temporary Cash Investments$2,448,500$3,502,490▲ $1,053,990
Pledges and Grants Receivable$1,214,051$404,777▼ $809,274
Accounts Receivable$323,362$317,464▼ $5,898
Total Assets$21,958,391$26,644,385▲ $4,685,994
Liabilities
Tax Exempt Bond Liabilities$15,986,364$20,318,038▲ $4,331,674
Accounts Payable and Accrued Expenses$1,355,149$689,338▼ $665,811
Other Liabilities$300,854$284,294▼ $16,560
Deferred Revenue$65,505$152,841▲ $87,336
Mortgage Notes Payable Secured by Investment Property-$125,000-
Total Liabilities$17,707,872$21,569,511▲ $3,861,639
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,252,476$2,647,651▲ $395,175
Net Assets With Donor Restrictions$1,998,043$2,427,223▲ $429,180
Total Net Assets Fund Balance$4,250,519$5,074,874▲ $824,355
Total Liabilities and Net Assets / Fund Balance$21,958,391$26,644,385▲ $4,685,994

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,345,348$2,848,514$18,193,862
Land$1,891,391-$1,891,391
Equipment$1,212,463$329,027$1,541,490
Compensation and Service Providers
Top Officer Pay10th percentile

Board Members and Trustees

NameTitle
Terry CapenerBoard Chair
David GrayVice Chair
Chuma UzohBoard Member
Jimmy SunlightFinancial Coordinator
Deborah HansenSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestConsulting Services290 NORTH FLINT STREET, Kaysville, UT 84037$424,914
Revenue and Support

Revenue Composition

Contributions and Grants
$11,127,271
Program Service Revenue
$141,593
Investment Income
$258,646
Other Revenue
$16,561
All Other Contributions
$27,285
Change in Net Assets
$824,355

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,544,071
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,544,071
Total Revenue per Form 990
$11,544,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,719,716
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$853,310--$853,310
Depreciation Depletion$585,806--$585,806
All Other Expenses$517,555$63,073-$580,628
Fees for Services Management$80,604$412,226-$492,830
Other Expenses$474,587$298,362-$298,362
Fees for Services Other$283,416$5,240-$288,656
Occupancy$163,204$2,015-$165,219
Travel$20,565$17,895-$38,460
Advertising$481$17,758-$18,239
Insurance$7,754--$7,754
Total Functional Expenses$8,447,310$2,272,406$0$10,719,716

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,719,716
Total Expenses per Audited Statements$10,719,716
Total Expenses per Form 990$10,719,716
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

Other Reported Liabilities

LiabilityAmount
Deferred Inflows of Resources - Lease$284,294

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authority2019-10-07$17,511,015Refinance 12/18/14 taxable bond; acquire school.
BUtah Charter School Finance Authority2024-11-26$4,745,000Fund building and land improvements of the layton campus

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$17,511,015$7,061,941$1,475,000$285,492
B$4,745,000--$94,000

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee is delegated broad control while the board of directors is in between board meetings.”

Form 990, Part VI, Section A, Line 3

“Academica west, an unrelated organization, performs management and administrative duties for the school. Compensation paid to academica west for these services for the calendar year ended december 31, 2024 was $424,914.”

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

“The tax return is reviewed by the board president and an independent business manager before the return is filed. The board reviews the return at the next board meeting, after the return has been filed.”

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

“Conflicts of interest, if any, are discussed in monthly board meetings.”

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

“School principal's salary is determined by the board based on experience and salaries at similarly sized charter schools.”

Form 990, Part VI, Section C, Line 19

“Form 990 is available upon request during regular business hours of the organization.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available to the public via the school's website listed on page one of this tax filing.”

Filing and Contact Details

Filer

Filer Name
Leadership Learning Academy
EIN
45-3821104
Phone
8015939552
Address
100 W 2675 N, LAYTON, UT 84041

Signing Officer

Name
Terry Capener
Title
Board President
Phone
8015939552
Signed
2026-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Capener
Formed
2011
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Kyle Fritch CPA
Phone
8015322200
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

“All payroll and payroll related expenses are paid by helpside inc. (ein 84-1374112). As such, helpside inc. Submits payroll tax filings under their employer tax identification number for all withholding and payroll activity.”

Form 990, Part XII, Line 2C

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

Raw XML AppendixShowing 400 of 501 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/BOYAmt01355149
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0689338
IRS990/AccountsReceivableGrp/BOYAmt0323362
IRS990/AccountsReceivableGrp/EOYAmt0317464
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE EDUCATION OF STUDENTS GRADES K-6.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt017758
IRS990/AdvertisingGrp/ProgramServicesAmt0481
IRS990/AdvertisingGrp/TotalAmt018239
IRS990/AllOtherContributionsAmt027285
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt063073
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0517555
IRS990/AllOtherExpensesGrp/TotalAmt0580628
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CATHIE HURST
IRS990/BooksInCareOfDetail/PhoneNum08014449378
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0290 NORTH FLINT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0KAYSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084037
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0424914
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0290 NORTH FLINT STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KAYSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd084037
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ACADEMICA WEST
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011127271
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0258646
IRS990/CYOtherExpensesAmt010719716
IRS990/CYOtherRevenueAmt016561
IRS990/CYProgramServiceRevenueAmt0141593
IRS990/CYRevenuesLessExpensesAmt0824355
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt010719716
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011544071
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt065505
IRS990/DeferredRevenueGrp/EOYAmt0152841
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0585806
IRS990/DepreciationDepletionGrp/TotalAmt0585806
IRS990/Desc0THE EDUCATION OF STUDENTS GRADES K-6 THROUGH AN INNOVATIVE AND UNIQUE MODEL TO CHALLENGE STUDENTS TO BE CONFIDENT AND INDEPENDENT LEARNERS. STUDENTS WILL LEARN TO INSPIRE OTHERS, ACHIEVE HIGH ACADEMIC SUCCESS AND BECOME PERSONALLY ACCOUNTABLE FOR THEMSELVES AND THEIR EDUCATION; THUS, HELPING TO LEAD OUR FUTURE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01998043
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02427223
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt08447310
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0412226
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt080604
IRS990/FeesForServicesManagementGrp/TotalAmt0492830
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05240
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0283416
IRS990/FeesForServicesOtherGrp/TotalAmt0288656
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
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/PersonNm0TERRY CAPENER
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm2JIMMY SUNLIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4CHUMA UZOH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCIAL COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt011099986
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011544071
IRS990/GrossRentsGrp/RealAmt016561
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt07754
IRS990/InsuranceGrp/TotalAmt07754
IRS990/InterestGrp/ProgramServicesAmt0853310
IRS990/InterestGrp/TotalAmt0853310
IRS990/InvestmentIncomeGrp/ExclusionAmt0258646
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0258646
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03514057
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03970452
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03177541
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014458421
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018449202
IRS990/LandBldgEquipCostOrOtherBssAmt021626743
IRS990/LegalDomicileStateCd0UT
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE FOSTER PERSONAL GROWTH, CHALLENGE INDIVIDUALS TO MAKE A POSITIVE IMPACT IN OUR COMMUNITY AND CULTIVATE LIFELONG LEARNING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0125000
IRS990/NetAssetsOrFundBalancesBOYAmt04250519
IRS990/NetAssetsOrFundBalancesEOYAmt05074874
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt016561
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016561
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02252476
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02647651
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02015
IRS990/OccupancyGrp/ProgramServicesAmt0163204
IRS990/OccupancyGrp/TotalAmt0165219
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEE WAGES
IRS990/OtherExpensesGrp/Desc1LEASED EMPLOYEE BENEFIT
IRS990/OtherExpensesGrp/Desc2SCHOOL SUPPLIES AND MAT
IRS990/OtherExpensesGrp/Desc3SCHOOL BREAKFAST & LUNC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01100721
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1307894
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt247222
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3298362
IRS990/OtherExpensesGrp/ProgramServicesAmt04189710
IRS990/OtherExpensesGrp/ProgramServicesAmt11270318
IRS990/OtherExpensesGrp/ProgramServicesAmt2474587
IRS990/OtherExpensesGrp/TotalAmt05290431
IRS990/OtherExpensesGrp/TotalAmt11578212
IRS990/OtherExpensesGrp/TotalAmt2521809
IRS990/OtherExpensesGrp/TotalAmt3298362
IRS990/OtherLiabilitiesGrp/BOYAmt0300854
IRS990/OtherLiabilitiesGrp/EOYAmt0284294
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01214051
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0404777
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TERRY CAPENER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0141593
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0141593
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012115944
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0226076
IRS990/PYOtherExpensesAmt010054809
IRS990/PYOtherRevenueAmt016561
IRS990/PYProgramServiceRevenueAmt0109595
IRS990/PYRevenuesLessExpensesAmt02413367
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010054809
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012468176
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0824355
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt016561
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0141593
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02448500
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03502490
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt015345348
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02848514
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018193862
IRS990ScheduleD/EquipmentGrp/BookValueAmt01212463
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0329027
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01541490
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010719716
IRS990ScheduleD/LandGrp/BookValueAmt01891391
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01891391
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0284294
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INFLOWS OF RESOURCES - LEASE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt011544071
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018449202
IRS990ScheduleD/TotalExpensesPerForm990Amt010719716
IRS990ScheduleD/TotalLiabilityAmt0284294
IRS990ScheduleD/TotalRevenuePerForm990Amt011544071
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011544071
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010719716
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A STATE FUNDED CHARTER SCHOOL AND THUS FOLLOWS ALL FEDERAL AND STATE NONDISCRIMINATION POLICIES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS STATE FUNDED AND DOES NOT SOLICIT DONATIONS OR CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES STATE AND FEDERAL FUNDING TO OPERATE THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd1B
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd11
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/10/2025
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0DATE REBATE COMPUTATION PERFORMED
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd11
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02019-10-07
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12024-11-26
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN1261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TYHO
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum1000000000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt017511015
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt14745000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFINANCE 12/18/14 TAXABLE BOND; ACQUIRE SCHOOL.
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1FUND BUILDING AND LAND IMPROVEMENTS OF THE LAYTON CAMPUS
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct10.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct00.01140
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct10.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd11
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.01140
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct10.00000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd11
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt09095333
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt14651000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalizedInterestAmt04437
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd11
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt01063812
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0285492
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt194000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt07061941
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd10
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt01475000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02019
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr12024
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt017511015
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt14745000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL PAYROLL AND PAYROLL RELATED EXPENSES ARE PAID BY HELPSIDE INC. (EIN 84-1374112). AS SUCH, HELPSIDE INC. SUBMITS PAYROLL TAX FILINGS UNDER THEIR EMPLOYER TAX IDENTIFICATION NUMBER FOR ALL WITHHOLDING AND PAYROLL ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE COMMITTEE IS DELEGATED BROAD CONTROL WHILE THE BOARD OF DIRECTORS IS IN BETWEEN BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACADEMICA WEST, AN UNRELATED ORGANIZATION, PERFORMS MANAGEMENT AND ADMINISTRATIVE DUTIES FOR THE SCHOOL. COMPENSATION PAID TO ACADEMICA WEST FOR THESE SERVICES FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2024 WAS $424,914.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$26,644,385
Liabilities
$21,569,511
Net assets
$5,074,874
Revenue
$11,544,071
Expenses
$10,719,716
Net income
$824,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.6$21.6$5.07$11.5$10.7$0.82
2024Detailed filing. Detailed filing data is available for this year.$22.0$17.7$4.25$12.5$10.1$2.41
2023Detailed filing. Detailed filing data is available for this year.$19.7$17.2$2.54$10.1$9.54$0.55
2022Detailed filing. Detailed filing data is available for this year.$19.3$17.3$2.00$9.39$9.00$0.39
2021Detailed filing. Detailed filing data is available for this year.$19.1$17.5$1.61$8.92$7.81$1.11
2020Detailed filing. Detailed filing data is available for this year.$18.3$17.6$0.71$8.26$7.68$0.58
2019Detailed filing. Detailed filing data is available for this year.$15.7$15.6$0.12$8.00$7.75$0.25
2018Detailed filing. Detailed filing data is available for this year.$15.6$15.8$0.13$6.37$7.08$0.71
2017Detailed filing. Detailed filing data is available for this year.$7.93$7.34$0.59$3.64$3.58$0.06
2016Summary only. Only limited summary data is available for this year.$8.10$7.57$0.53$3.37$3.21$0.16