Civic Intelligence

Scholar Academy

990 • Fiscal year 2024 • EIN 46-3239199

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

Organization ProfileSCHOLARCHARTER.ORG
928 North 100 EastTooele, UT 84074

(435) 566-6957

Siviq Scores

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

Liabilities / Assets

86th percentile

0.73x

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

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

Liabilities / Revenue

86th percentile

1.48x

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

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

Net Margin

59th percentile

8.3%

Higher net margin than 59% of similar nonprofits.

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

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

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

Asset Growth

41st percentile

2.6%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.5%

Faster revenue growth than 54% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$14,920,487

Up $378,496 (+2.6%) from 2023

Net Assets

Up

$4,005,445

Up $609,385 (+18%) from 2023

Liabilities

Down

$10,915,042

Down $230,889 (-2.1%) from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin59th percentile

Revenue

Up

$7,373,580

Up $640,900 (+9.5%) from 2023

Expenses

Up

$6,764,195

Up $993,765 (+17%) from 2023

Net Income

Down

$609,385

Down $352,865 (-37%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2014: $347,245Liabilities 2014: $372,031Net Assets 2014: -$24,7862014Assets 2015: $5,493,220Liabilities 2015: $5,645,551Net Assets 2015: -$152,3312015Assets 2016: $5,411,796Liabilities 2016: $5,542,543Net Assets 2016: -$130,7472016Assets 2017: $5,681,867Liabilities 2017: $5,517,414Net Assets 2017: $164,4532017Assets 2018: $13,131,976Liabilities 2018: $12,184,106Net Assets 2018: $947,8702018Assets 2019: $12,975,572Liabilities 2019: $11,885,387Net Assets 2019: $1,090,1852019Assets 2020: $12,939,428Liabilities 2020: $11,650,161Net Assets 2020: $1,289,2672020Assets 2021: $13,228,733Liabilities 2021: $11,528,069Net Assets 2021: $1,700,6642021Assets 2022: $13,719,004Liabilities 2022: $11,285,194Net Assets 2022: $2,433,8102022Assets 2023: $14,541,991Liabilities 2023: $11,145,931Net Assets 2023: $3,396,0602023Assets 2024: $14,920,487Liabilities 2024: $10,915,042Net Assets 2024: $4,005,4452024

Highlighted filing

2024

Assets$14,920,487
Liabilities$10,915,042
Net Assets$4,005,445
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $101,619Expenses 2014: $126,405Net Income 2014: -$24,7862014Revenue 2015: $2,819,428Expenses 2015: $2,941,677Net Income 2015: -$122,2492015Revenue 2016: $3,297,573Expenses 2016: $3,275,989Net Income 2016: $21,5842016Revenue 2017: $3,756,569Expenses 2017: $3,461,369Net Income 2017: $295,2002017Revenue 2018: $4,569,038Expenses 2018: $3,785,621Net Income 2018: $783,4172018Revenue 2019: $4,659,953Expenses 2019: $4,517,638Net Income 2019: $142,3152019Revenue 2020: $5,247,257Expenses 2020: $5,048,175Net Income 2020: $199,0822020Revenue 2021: $5,957,332Expenses 2021: $5,422,088Net Income 2021: $535,2442021Revenue 2022: $6,269,689Expenses 2022: $5,536,543Net Income 2022: $733,1462022Revenue 2023: $6,732,680Expenses 2023: $5,770,430Net Income 2023: $962,2502023Revenue 2024: $7,373,580Expenses 2024: $6,764,195Net Income 2024: $609,3852024

Highlighted filing

2024

Revenue$7,373,580
Expenses$6,764,195
Net Income$609,385
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$7,373,580
Mission and Program Overview

Mission

Scholar academy students will enjoy a rich, engaging, and student-centered educational program that is focused on improving and challenging students at all levels.

The education of students grades k-8.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,881,021$9,947,833▲ $66,812
Investments in Publicly Traded Securities$2,901,496$3,109,313▲ $207,817
Savings and Temporary Cash Investments$1,600,138$1,636,743▲ $36,605
Pledges and Grants Receivable$157,436$225,082▲ $67,646
Accounts Receivable$1,900$1,516▼ $384
Total Assets$14,541,991$14,920,487▲ $378,496
Liabilities
Tax Exempt Bond Liabilities$10,628,312$10,428,405▼ $199,907
Accounts Payable and Accrued Expenses$511,765$486,387▼ $25,378
Unsecured Notes Loans Payable$5,854$250▼ $5,604
Total Liabilities$11,145,931$10,915,042▼ $230,889
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,014,485$2,658,048▲ $643,563
Net Assets With Donor Restrictions$1,381,575$1,347,397▼ $34,178
Total Net Assets Fund Balance$3,396,060$4,005,445▲ $609,385
Total Liabilities and Net Assets / Fund Balance$14,541,991$14,920,487▲ $378,496

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,485,477$1,412,713$9,898,190
Land$1,290,000-$1,290,000
Equipment$172,356$242,555$414,911
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Dusty GriffithBoard Chair
Caitlin ShumwayVice Chair
Johanna LeonelliBoard Member
Sandra ShepardBoard Member
Traelle GaileyFinancial Coordinator

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestConsulting Services290 N FLINT ST, Kaysville, UT 84037$303,462
Revenue and Support

Revenue Composition

Contributions and Grants
$7,078,567
Program Service Revenue
$110,967
Investment Income
$181,441
Other Revenue
$2,605
All Other Contributions
$8,084
Change in Net Assets
$609,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,373,580
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,373,580
Total Revenue per Form 990
$7,373,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,764,195
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$569,837--$569,837
Depreciation Depletion$327,947--$327,947
Fees for Services Management$19,446$258,782-$278,228
Other Expenses$224,749$25,060-$224,749
All Other Expenses$173,491$37,020-$210,511
Fees for Services Other$161,407--$161,407
Information Technology$73,560$11,378-$84,938
Occupancy$61,687--$61,687
Travel$20,197$6,559-$26,756
Insurance-$20,030-$20,030
Fees for Services Accounting-$14,300-$14,300
Total Functional Expenses$5,984,089$780,106$0$6,764,195

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,764,195
Total Expenses per Audited Statements$6,764,195
Total Expenses per Form 990$6,764,195
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 Authority2018-05-15$11,665,858Acquisition of school building and land

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$11,665,858-$1,155,000$231,845

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 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, 2023 was $303,462.”

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

“The tax return is reviewed by the board chair 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

“Salary is determined by the board based on experience and compensation at similarly sized charter schools.”

Form 990, Part VI, Section C, Line 19

“Documents required to be available for public inspection are available, upon request, during the organization's business hours.”

Filing and Contact Details

Filer

Filer Name
Scholar Academy
EIN
46-3239199
Phone
4355666957
Address
928 NORTH 100 EAST, TOOELE, UT 84074

Signing Officer

Name
Jared Hamner
Title
Board President
Phone
4355666957
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jared Hamner
Formed
2013
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 votes on an audit committee. Committee members are reviewed annually and modified as needed.”

Raw XML AppendixShowing 400 of 447 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/BOYAmt0511765
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0486387
IRS990/AccountsReceivableGrp/BOYAmt01900
IRS990/AccountsReceivableGrp/EOYAmt01516
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE EDUCATION OF STUDENTS GRADES K-8.
IRS990/AllOtherContributionsAmt08084
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt037020
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0173491
IRS990/AllOtherExpensesGrp/TotalAmt0210511
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHIE 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/CompensationAmt0303462
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0290 N FLINT ST
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/CYContributionsGrantsAmt07078567
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0181441
IRS990/CYOtherExpensesAmt06764195
IRS990/CYOtherRevenueAmt02605
IRS990/CYProgramServiceRevenueAmt0110967
IRS990/CYRevenuesLessExpensesAmt0609385
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06764195
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07373580
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0327947
IRS990/DepreciationDepletionGrp/TotalAmt0327947
IRS990/Desc0SCHOLAR ACADEMY WILL BUILD UPON A FOUNDATION OF ACADEMIC EXCELLENCE USING CREATIVE PROBLEM SOLVING, COOPERATIVE LEARNING, EXPERIENTIAL LEARNING, AND REFLECTION THROUGHOUT ACADEMIC DISCIPLINES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01381575
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01347397
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt05984089
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014300
IRS990/FeesForServicesAccountingGrp/TotalAmt014300
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0258782
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt019446
IRS990/FeesForServicesManagementGrp/TotalAmt0278228
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0161407
IRS990/FeesForServicesOtherGrp/TotalAmt0161407
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DUSTY GRIFFITH
IRS990/Form990PartVIISectionAGrp/PersonNm1CAITLIN SHUMWAY
IRS990/Form990PartVIISectionAGrp/PersonNm2TRAELLE GAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHANNA LEONELLI
IRS990/Form990PartVIISectionAGrp/PersonNm4SANDRA SHEPARD
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/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt07070483
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07373580
IRS990/GrossRentsGrp/RealAmt02605
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011378
IRS990/InformationTechnologyGrp/ProgramServicesAmt073560
IRS990/InformationTechnologyGrp/TotalAmt084938
IRS990/InsuranceGrp/ManagementAndGeneralAmt020030
IRS990/InsuranceGrp/TotalAmt020030
IRS990/InterestGrp/ProgramServicesAmt0569837
IRS990/InterestGrp/TotalAmt0569837
IRS990/InvestmentIncomeGrp/ExclusionAmt0181441
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0181441
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02901496
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03109313
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01655268
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09881021
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09947833
IRS990/LandBldgEquipCostOrOtherBssAmt011603101
IRS990/LegalDomicileStateCd0UT
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SCHOLAR ACADEMY STUDENTS WILL ENJOY A RICH, ENGAGING, AND STUDENT-CENTERED EDUCATIONAL PROGRAM THAT IS FOCUSED ON IMPROVING AND CHALLENGING STUDENTS AT ALL LEVELS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03396060
IRS990/NetAssetsOrFundBalancesEOYAmt04005445
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02605
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02605
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02014485
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02658048
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt061687
IRS990/OccupancyGrp/TotalAmt061687
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEE WAGES
IRS990/OtherExpensesGrp/Desc1LEASED EMPLOYEE BENEFIT
IRS990/OtherExpensesGrp/Desc2GENERAL SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc3SCHOOL BREAKFAST & LUNC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0322771
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt184206
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225060
IRS990/OtherExpensesGrp/ProgramServicesAmt03248325
IRS990/OtherExpensesGrp/ProgramServicesAmt1863255
IRS990/OtherExpensesGrp/ProgramServicesAmt2240188
IRS990/OtherExpensesGrp/ProgramServicesAmt3224749
IRS990/OtherExpensesGrp/TotalAmt03571096
IRS990/OtherExpensesGrp/TotalAmt1947461
IRS990/OtherExpensesGrp/TotalAmt2265248
IRS990/OtherExpensesGrp/TotalAmt3224749
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0157436
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0225082
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JARED HAMNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0110967
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0110967
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06493811
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0101077
IRS990/PYOtherExpensesAmt05770430
IRS990/PYOtherRevenueAmt02620
IRS990/PYProgramServiceRevenueAmt0135172
IRS990/PYRevenuesLessExpensesAmt0962250
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05770430
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06732680
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0609385
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt02605
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0110967
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01600138
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01636743
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08485477
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01412713
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09898190
IRS990ScheduleD/EquipmentGrp/BookValueAmt0172356
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0242555
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0414911
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06764195
IRS990ScheduleD/LandGrp/BookValueAmt01290000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01290000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07373580
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09947833
IRS990ScheduleD/TotalExpensesPerForm990Amt06764195
IRS990ScheduleD/TotalRevenuePerForm990Amt07373580
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07373580
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06764195
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: 08/21/2023
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/VariableRateIssueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02018-05-15
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TVR1
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt011665858
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0ACQUISITION OF SCHOOL BUILDING AND LAND
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/CapitalExpendituresAmt010700000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0734013
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0231845
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt01155000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02018
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt011665858
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/ExplanationTxt1ACADEMICA 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, 2023 WAS $303,462.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURN IS REVIEWED BY THE BOARD CHAIR 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/ExplanationTxt5SALARY IS DETERMINED BY THE BOARD BASED ON EXPERIENCE AND COMPENSATION AT SIMILARLY SIZED CHARTER SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION ARE AVAILABLE, UPON REQUEST, DURING THE ORGANIZATION'S BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS VOTES ON AN AUDIT COMMITTEE. COMMITTEE MEMBERS ARE REVIEWED ANNUALLY AND MODIFIED AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
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/BOYAmt010628312
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt010428405
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014541991
IRS990/TotalAssetsEOYAmt014920487
IRS990/TotalAssetsGrp/BOYAmt014541991
IRS990/TotalAssetsGrp/EOYAmt014920487
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07078567
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0780106
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05984089
IRS990/TotalFunctionalExpensesGrp/TotalAmt06764195
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011145931
IRS990/TotalLiabilitiesEOYAmt010915042
IRS990/TotalLiabilitiesGrp/BOYAmt011145931
IRS990/TotalLiabilitiesGrp/EOYAmt010915042
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03396060
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04005445
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05984089
IRS990/TotalProgramServiceRevenueAmt0110967
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0184046
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0110967
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07373580
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014541991
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014920487

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,920,487
Liabilities
$10,915,042
Net assets
$4,005,445
Revenue
$7,373,580
Expenses
$6,764,195
Net income
$609,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$10.9$4.01$7.37$6.76$0.61
2023Summary only. Only limited summary data is available for this year.$14.5$11.1$3.40$6.73$5.77$0.96
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$11.3$2.43$6.27$5.54$0.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$11.5$1.70$5.96$5.42$0.54
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$11.7$1.29$5.25$5.05$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$11.9$1.09$4.66$4.52$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$12.2$0.95$4.57$3.79$0.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$5.52$0.16$3.76$3.46$0.30
2016Summary only. Only limited summary data is available for this year.$5.41$5.54$0.13$3.30$3.28$0.02
2015Summary only. Only limited summary data is available for this year.$5.49$5.65$0.15$2.82$2.94$0.12
2014Summary only. Only limited summary data is available for this year.$0.35$0.37$0.02$0.10$0.13$0.02