Civic Intelligence

Monticello Academy Properties

990 • Fiscal year 2017 • EIN 46-4786338

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 02, 2018

Organization ProfileWWW.MONTICELLOACADEMY.NET
2782 South Corporate Park DriveWest Valley City, UT 84120

(801) 417-8040

Siviq Scores

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

Liabilities / Assets

87th percentile

0.58x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.73x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

288%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$506,730

Up $40,636 (+8.7%) from 2016

Net Assets

Up

$214,813

Up $222,861 (+2769%) from 2016

Liabilities

Down

$291,917

Down $182,225 (-38%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin93rd percentile

Revenue

Up

$400,000

Up $296,783 (+288%) from 2016

Expenses

Up

$177,139

Up $62,694 (+55%) from 2016

Net Income

Up

$222,861

Up $234,089 (+2085%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2014: $150,000Liabilities 2014: $150,0002014Assets 2015: $564,180Liabilities 2015: $561,000Net Assets 2015: $3,1802015Assets 2016: $466,094Liabilities 2016: $474,142Net Assets 2016: -$8,0482016Assets 2017: $506,730Liabilities 2017: $291,917Net Assets 2017: $214,8132017Assets 2018: $330,946Liabilities 2018: $1,635Net Assets 2018: $329,3112018Assets 2019: $489,015Liabilities 2019: $1,025Net Assets 2019: $487,9902019Assets 2020: $657,916Liabilities 2020: $2,510Net Assets 2020: $655,4062020Assets 2021: $1,054,414Liabilities 2021: $2,510Net Assets 2021: $1,051,9042021

Highlighted filing

2017

Assets$506,730
Liabilities$291,917
Net Assets$214,813
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $105,050Expenses 2015: $101,870Net Income 2015: $3,1802015Revenue 2016: $103,217Expenses 2016: $114,445Net Income 2016: -$11,2282016Revenue 2017: $400,000Expenses 2017: $177,139Net Income 2017: $222,8612017Revenue 2018: $400,000Expenses 2018: $285,502Net Income 2018: $114,4982018Revenue 2019: $400,000Expenses 2019: $241,321Net Income 2019: $158,6792019Revenue 2020: $400,170Expenses 2020: $232,754Net Income 2020: $167,4162020Revenue 2021: $400,000Expenses 2021: $3,502Net Income 2021: $396,4982021

Highlighted filing

2017

Revenue$400,000
Expenses$177,139
Net Income$222,861
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 2, 2018
Return Version
2016v3.1
Gross Receipts
$400,000
Mission and Program Overview

Mission

The organization is operated to benefit monticello academy, inc. (a utah public charter school) and its students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$466,094$352,639▼ $113,455
Accounts Receivable-$154,091-
Total Assets$466,094$506,730▲ $40,636
Liabilities
Other Liabilities$461,825$290,548▼ $171,277
Accounts Payable and Accrued Expenses$12,317$1,369▼ $10,948
Total Liabilities$474,142$291,917▼ $182,225
Net Assets / Fund Balance
Unrestricted Net Assets$-8,048$214,813▲ $222,861
Total Net Assets Fund Balance$-8,048$214,813▲ $222,861
Total Liabilities and Net Assets / Fund Balance$466,094$506,730▲ $40,636
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Joel ColemanChair
Martell WintersTrustee
Kim ColemanExecutive Di
Michael SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$400,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$222,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,498
Salaries, Compensation, and Employee Benefits$33,641
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$79,500--$79,500
Information Technology$43,333--$43,333
Current Officers, Directors, Trustees, and Key Employees-$21,667-$21,667
Other Salaries and Wages-$9,583-$9,583
Fees for Services Legal-$8,394-$8,394
Fees for Services Accounting-$4,635-$4,635
Occupancy-$4,000-$4,000
Fees for Services Other-$2,372-$2,372
Other Employee Benefits-$1,938-$1,938
Office Expenses-$834-$834
Payroll Taxes-$453-$453
Other Expenses-$430-$430
Total Functional Expenses$122,833$54,306$0$177,139
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
Due to Monticello Academy, Inc$290,548
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Joel coleman kim coleman chair exec dir family relationship”

Form 990, Page 6, Part VI, Line 3

“Red apple financial provides fiscal and administrative services.”

Form 990, Page 6, Part VI, Line 11B

“Board reviews and approves form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Monticello Academy Properties
EIN
46-4786338
Phone
8014178040
Address
2782 SOUTH CORPORATE PARK DRIVE, WEST VALLEY CITY, UT 84120

Signing Officer

Name
Joel Coleman
Title
Chair
Phone
8014178040
Signed
2018-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Coleman
Formed
2014
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BOARD MEMBERS OF MONTICELLO ACADEMY, INC. ARE ALSO ON THE BOARD OF MONTICELLO ACADEMY PROPERTIES. ACCORDINGLY, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE OPERATIONS OF THIS ORGANIZATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOEL COLEMAN KIM COLEMAN CHAIR EXEC DIR FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RED APPLE FINANCIAL PROVIDES FISCAL AND ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD REVIEWS AND APPROVES FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST JUST AS FORMS 990.
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ReturnHeader/BusinessOfficerGrp/PhoneNum08014178040
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTICELLO ACADEMY PROPERTIES
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0464786338
ReturnHeader/Filer/PhoneNum08014178040
ReturnHeader/Filer/USAddress/AddressLine1Txt02782 SOUTH CORPORATE PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0WEST VALLEY CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084120
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084EF7F0412F8930BF78A9C5F1AF2848E1C3315C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId084EF7F0412F8930BF78A9C5F1AF2848E1C3315C2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 SOUTH 800 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840977737
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02018-03-07T11:22:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$506,730
Liabilities
$291,917
Net assets
$214,813
Revenue
$400,000
Expenses
$177,139
Net income
$222,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.40$0.00$0.40
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.40$0.23$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.40$0.24$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.40$0.29$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.29$0.21$0.40$0.18$0.22
2016Summary only. Only limited summary data is available for this year.$0.47$0.47$0.01$0.10$0.11$0.01
2015Summary only. Only limited summary data is available for this year.$0.56$0.56$0.00$0.11$0.10$0.00
2014Summary only. Only limited summary data is available for this year.$0.15$0.15$0.00$0.00$0.00