Civic Intelligence

Mountain West Montessori Academy Inc

EIN 46-2729463 • 501(c)3 • South Jordan, UT

Profile

To facilitate student-centered learning and intellectual curiosity through an individualized and interdisciplinary curriculm, hands-on experience, and community involvement.

4125 West Foxview DriveSouth Jordan, UT 84095

mwmacademy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.70x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

1.49x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

5.8%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

61st percentile

12%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$12,267,151

Up $413,394 (+3.5%) from 2024

Liabilities

Down

$8,168,934

Down $167,953 (-2.0%) from 2024

Net Assets

Up

$4,098,217

Up $581,347 (+17%) from 2024

Operations
Liabilities / Revenue85th percentileNet Margin69th percentile

Revenue

Up

$5,671,899

Up $82,752 (+1.5%) from 2024

Expenses

Up

$5,090,552

Up $341,632 (+7.2%) from 2024

Net Income

Down

$581,347

Down $258,880 (-31%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0-$5.0MAssets 2014: $298,634Liabilities 2014: $305,871Net Assets 2014: -$7,2372014Assets 2015: $7,187,571Liabilities 2015: $7,160,291Net Assets 2015: $27,2802015Assets 2016: $9,195,578Liabilities 2016: $8,738,159Net Assets 2016: $457,4192016Assets 2017: $8,945,156Liabilities 2017: $8,460,851Net Assets 2017: $484,3052017Assets 2018: $8,937,554Liabilities 2018: $8,327,712Net Assets 2018: $609,8422018Assets 2019: $9,098,213Liabilities 2019: $8,299,694Net Assets 2019: $798,5192019Assets 2020: $10,008,899Liabilities 2020: $8,861,370Net Assets 2020: $1,147,5292020Assets 2021: $10,297,436Liabilities 2021: $8,843,811Net Assets 2021: $1,453,6252021Assets 2022: $10,581,810Liabilities 2022: $8,672,137Net Assets 2022: $1,909,6732022Assets 2023: $11,163,484Liabilities 2023: $8,486,841Net Assets 2023: $2,676,6432023Assets 2024: $11,853,757Liabilities 2024: $8,336,887Net Assets 2024: $3,516,8702024Assets 2025: $12,267,151Liabilities 2025: $8,168,934Net Assets 2025: $4,098,2172025

Highlighted filing

2025

Assets$12,267,151
Liabilities$8,168,934
Net Assets$4,098,217
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $88,511Expenses 2014: $95,748Net Income 2014: -$7,2372014Revenue 2015: $2,916,648Expenses 2015: $2,882,131Net Income 2015: $34,5172015Revenue 2016: $3,555,744Expenses 2016: $3,125,605Net Income 2016: $430,1392016Revenue 2017: $3,412,058Expenses 2017: $3,385,172Net Income 2017: $26,8862017Revenue 2018: $3,620,206Expenses 2018: $3,494,669Net Income 2018: $125,5372018Revenue 2019: $3,868,864Expenses 2019: $3,680,187Net Income 2019: $188,6772019Revenue 2020: $4,123,765Expenses 2020: $3,774,755Net Income 2020: $349,0102020Revenue 2021: $4,201,919Expenses 2021: $3,711,777Net Income 2021: $490,1422021Revenue 2022: $4,446,816Expenses 2022: $3,990,768Net Income 2022: $456,0482022Revenue 2023: $4,832,869Expenses 2023: $4,065,899Net Income 2023: $766,9702023Revenue 2024: $5,589,147Expenses 2024: $4,748,920Net Income 2024: $840,2272024Revenue 2025: $5,671,899Expenses 2025: $5,090,552Net Income 2025: $581,3472025

Highlighted filing

2025

Revenue$5,671,899
Expenses$5,090,552
Net Income$581,347
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$12,267,151
Liabilities
$8,168,934
Net assets
$4,098,217
Revenue
$5,671,899
Expenses
$5,090,552
Net income
$581,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.3$8.17$4.10$5.67$5.09$0.58
2024Detailed filing. Detailed filing data is available for this year.$11.9$8.34$3.52$5.59$4.75$0.84
2023Detailed filing. Detailed filing data is available for this year.$11.2$8.49$2.68$4.83$4.07$0.77
2022Detailed filing. Detailed filing data is available for this year.$10.6$8.67$1.91$4.45$3.99$0.46
2021Detailed filing. Detailed filing data is available for this year.$10.3$8.84$1.45$4.20$3.71$0.49
2020Detailed filing. Detailed filing data is available for this year.$10.0$8.86$1.15$4.12$3.77$0.35
2019Detailed filing. Detailed filing data is available for this year.$9.10$8.30$0.80$3.87$3.68$0.19
2018Detailed filing. Detailed filing data is available for this year.$8.94$8.33$0.61$3.62$3.49$0.13
2017Detailed filing. Detailed filing data is available for this year.$8.95$8.46$0.48$3.41$3.39$0.03
2016Summary only. Only limited summary data is available for this year.$9.20$8.74$0.46$3.56$3.13$0.43
2015Summary only. Only limited summary data is available for this year.$7.19$7.16$0.03$2.92$2.88$0.03
2014Summary only. Only limited summary data is available for this year.$0.30$0.31$0.01$0.09$0.10$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 14, 2026
Return Version
2024v5.5
Gross Receipts
$5,671,899
Mission and Program Overview

Mission

To facilitate student-centered learning and intellectual curiosity through an individualized and interdisciplinary curriculm, hands-on experience, and community involvement.

The education of students from grades k-9.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,561,115$7,458,615▼ $102,500
Investments in Publicly Traded Securities$3,380,421$3,481,530▲ $101,109
Savings and Temporary Cash Investments$733,477$1,108,722▲ $375,245
Pledges and Grants Receivable$175,899$198,753▲ $22,854
Prepaid Expenses and Deferred Charges-$16,455-
Accounts Receivable$2,845$3,076▲ $231
Total Assets$11,853,757$12,267,151▲ $413,394
Liabilities
Tax Exempt Bond Liabilities$8,034,906$7,835,929▼ $198,977
Accounts Payable and Accrued Expenses$301,981$333,005▲ $31,024
Total Liabilities$8,336,887$8,168,934▼ $167,953
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,526,719$3,151,348▲ $624,629
Net Assets With Donor Restrictions$990,151$946,869▼ $43,282
Total Net Assets Fund Balance$3,516,870$4,098,217▲ $581,347
Total Liabilities and Net Assets / Fund Balance$11,853,757$12,267,151▲ $413,394

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,904,475$1,771,162$7,675,637
Land$1,365,000-$1,365,000
Equipment$189,140$85,921$275,061
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Stephen BarnesPresident
Gimenia PalmerVice President
Corbin WhiteBoard Member
Sheri EbertBoard Member
Andrew MarxFinancial Coordinator
Nelson AltamiranoSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestConsulting Services290 N FLINT STREET, Kaysville, UT 84037$223,351
Revenue and Support

Revenue Composition

Contributions and Grants
$5,283,055
Program Service Revenue
$200,804
Investment Income
$188,040
Other Revenue
$0
All Other Contributions
$34,582
Change in Net Assets
$581,347

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,671,899
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,671,899
Total Revenue per Form 990
$5,671,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,090,552
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$361,129--$361,129
Fees for Services Management$18,081$238,535-$256,616
Depreciation Depletion$222,137--$222,137
Fees for Services Other$153,818$995-$154,813
Information Technology$115,823$36,136-$151,959
Other Expenses$125,537$135,942-$135,942
All Other Expenses$105,838$23,812-$129,650
Travel$62,180$27,504-$89,684
Occupancy$70,396$1,430-$71,826
Advertising$354$30,680-$31,034
Insurance-$28,721-$28,721
Fees for Services Accounting-$14,980-$14,980
Total Functional Expenses$3,956,493$1,134,059$0$5,090,552

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,090,552
Total Expenses per Audited Statements$5,090,552
Total Expenses per Form 990$5,090,552
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 Authority2020-02-06$8,823,854Finance of land and school building

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,823,854-$750,000$160,987

Bond Financing Compliance

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

Governance Checklist

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

Governance Explanations

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

“The board of directors has delegated broad authority to the executive committee to act on their behalf 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 $223,351.”

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 at monthly board meetings.”

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

“The board determines salary based on experience and compensation at similarly sized charter schools.”

Form 990, Part VI, Section C, Line 19

“Documents open for public inspection are available, upon request, during the school's regular business hours.”

Filing and Contact Details

Filer

Filer Name
Mountain West Montessori Academy
EIN
46-2729463
Phone
8015666962
Address
4125 WEST FOXVIEW DRIVE, SOUTH JORDAN, UT 84095

Signing Officer

Name
Stephen Barnes
Title
Board President
Phone
8015666962
Signed
2026-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Barnes
Formed
2013
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

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 454 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/BOYAmt0301981
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0333005
IRS990/AccountsReceivableGrp/BOYAmt02845
IRS990/AccountsReceivableGrp/EOYAmt03076
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE EDUCATION OF STUDENTS FROM GRADES K-9.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt030680
IRS990/AdvertisingGrp/ProgramServicesAmt0354
IRS990/AdvertisingGrp/TotalAmt031034
IRS990/AllOtherContributionsAmt034582
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt023812
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0105838
IRS990/AllOtherExpensesGrp/TotalAmt0129650
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CATHIE HURST
IRS990/BooksInCareOfDetail/PhoneNum08014449378
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0290 N 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/CompensationAmt0223351
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0290 N 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/CYContributionsGrantsAmt05283055
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0188040
IRS990/CYOtherExpensesAmt05090552
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0200804
IRS990/CYRevenuesLessExpensesAmt0581347
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05090552
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05671899
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0222137
IRS990/DepreciationDepletionGrp/TotalAmt0222137
IRS990/Desc0TO PROVIDE STUDENT-CENTERED, INDIVIDUALIZED EDUCATION, BASED ON MONTESSORI RESEARCH-BASED BEST PRACTICES. THE SCHOOL IS BASED ON THE MONTESSORI PHILOSOPHY OF EDUCATION, WHICH IS WELL ESTABLISHED WORLDWIDE. THE EDUCATIONAL PROGRAM FOCUSES ON INTERDISCIPLINARY CONNECTIONS AND HANDS-ON LEARNING EXPERIENCES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0990151
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0946869
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt03956493
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014980
IRS990/FeesForServicesAccountingGrp/TotalAmt014980
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0238535
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt018081
IRS990/FeesForServicesManagementGrp/TotalAmt0256616
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0995
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0153818
IRS990/FeesForServicesOtherGrp/TotalAmt0154813
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/AverageHoursPerWeekRt52.00
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/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm1GIMENIA PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm2NELSON ALTAMIRANO
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDREW MARX
IRS990/Form990PartVIISectionAGrp/PersonNm4CORBIN WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERI EBERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3FINANCIAL COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt05248473
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05671899
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt036136
IRS990/InformationTechnologyGrp/ProgramServicesAmt0115823
IRS990/InformationTechnologyGrp/TotalAmt0151959
IRS990/InsuranceGrp/ManagementAndGeneralAmt028721
IRS990/InsuranceGrp/TotalAmt028721
IRS990/InterestGrp/ProgramServicesAmt0361129
IRS990/InterestGrp/TotalAmt0361129
IRS990/InvestmentIncomeGrp/ExclusionAmt0188040
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0188040
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03380421
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03481530
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01857083
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07561115
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07458615
IRS990/LandBldgEquipCostOrOtherBssAmt09315698
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FACILITATE STUDENT-CENTERED LEARNING AND INTELLECTUAL CURIOSITY THROUGH AN INDIVIDUALIZED AND INTERDISCIPLINARY CURRICULM, HANDS-ON EXPERIENCE, AND COMMUNITY INVOLVEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03516870
IRS990/NetAssetsOrFundBalancesEOYAmt04098217
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02526719
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03151348
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01430
IRS990/OccupancyGrp/ProgramServicesAmt070396
IRS990/OccupancyGrp/TotalAmt071826
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEE WAGES
IRS990/OtherExpensesGrp/Desc1LEASED EMPLOYEE BENEFIT
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3FOOD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0449098
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1113471
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt232755
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3135942
IRS990/OtherExpensesGrp/ProgramServicesAmt02114530
IRS990/OtherExpensesGrp/ProgramServicesAmt1606670
IRS990/OtherExpensesGrp/ProgramServicesAmt2125537
IRS990/OtherExpensesGrp/TotalAmt02563628
IRS990/OtherExpensesGrp/TotalAmt1720141
IRS990/OtherExpensesGrp/TotalAmt2158292
IRS990/OtherExpensesGrp/TotalAmt3135942
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0175899
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0198753
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016455
IRS990/PrincipalOfficerNm0STEPHEN BARNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0200804
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0200804
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05218677
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0174197
IRS990/PYOtherExpensesAmt04748920
IRS990/PYOtherRevenueAmt0440
IRS990/PYProgramServiceRevenueAmt0195833
IRS990/PYRevenuesLessExpensesAmt0840227
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04748920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05589147
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0581347
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0200804
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0733477
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01108722
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05904475
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01771162
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07675637
IRS990ScheduleD/EquipmentGrp/BookValueAmt0189140
IRS990ScheduleD/EquipmentGrp/DepreciationAmt085921
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0275061
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05090552
IRS990ScheduleD/LandGrp/BookValueAmt01365000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01365000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05671899
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07458615
IRS990ScheduleD/TotalExpensesPerForm990Amt05090552
IRS990ScheduleD/TotalRevenuePerForm990Amt05671899
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05671899
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05090552
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/ProceduresCorrectiveActionInd01
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/02/2025
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/BondIssuedDt02020-02-06
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TYR8
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt08823854
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0FINANCE OF LAND AND SCHOOL 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/CapitalExpendituresAmt08126367
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0536500
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0160987
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0750000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02020
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt08823854
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 BOARD OF DIRECTORS HAS DELEGATED BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON THEIR BEHALF 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 $223,351.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED AT MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD DETERMINES SALARY BASED ON EXPERIENCE AND COMPENSATION AT SIMILARLY SIZED CHARTER SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS OPEN FOR PUBLIC INSPECTION ARE AVAILABLE, UPON REQUEST, DURING THE SCHOOL'S REGULAR BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS ACTS AS AN OVERSIGHT COMMITTEE FOR THE INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt08034906
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt07835929
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011853757
IRS990/TotalAssetsEOYAmt012267151
IRS990/TotalAssetsGrp/BOYAmt011853757
IRS990/TotalAssetsGrp/EOYAmt012267151
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05283055
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01134059
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03956493
IRS990/TotalFunctionalExpensesGrp/TotalAmt05090552
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08336887
IRS990/TotalLiabilitiesEOYAmt08168934
IRS990/TotalLiabilitiesGrp/BOYAmt08336887
IRS990/TotalLiabilitiesGrp/EOYAmt08168934
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03516870
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04098217
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03956493

Document Assets

No mirrored PDF or thumbnail assets are attached yet.