Civic Intelligence

Monticello Academy Properties

990 • Fiscal year 2018 • EIN 46-4786338

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 15, 2019

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

90th percentile

$40,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$330,946

Down $175,784 (-35%) from 2017

Net Assets

Up

$329,311

Up $114,498 (+53%) from 2017

Liabilities

Down

$1,635

Down $290,282 (-99%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin83rd percentile

Revenue

Flat

$400,000

Flat from 2017

Expenses

Up

$285,502

Up $108,363 (+61%) from 2017

Net Income

Down

$114,498

Down $108,363 (-49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2018

Assets$330,946
Liabilities$1,635
Net Assets$329,311
Open 2018 Filing

Operations Trend

Revenue Growth48th 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

2018

Revenue$400,000
Expenses$285,502
Net Income$114,498
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 15, 2019
Return Version
2017v2.3
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$352,639$171,887▼ $180,752
Accounts Receivable$154,091$24▼ $154,067
Total Assets$506,730$330,946▼ $175,784
Other Assets Total-$159,035-
Liabilities
Other Liabilities$290,548--
Accounts Payable and Accrued Expenses$1,369$1,635▲ $266
Total Liabilities$291,917$1,635▼ $290,282
Net Assets / Fund Balance
Unrestricted Net Assets$214,813$329,311▲ $114,498
Total Net Assets Fund Balance$214,813$329,311▲ $114,498
Total Liabilities and Net Assets / Fund Balance$506,730$330,946▼ $175,784

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$159,035--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kim ColemanExecutive DiFT$40,000$40,000

Board Members and Trustees

NameTitle
Joel ColemanChair
Martell WintersTrustee
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
$114,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$164,171
Other Expenses$121,331
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,000$105,417-$145,417
Fees for Services Management$74,300--$74,300
Information Technology$36,667--$36,667
Payroll Taxes-$10,904-$10,904
Office Expenses-$9,570-$9,570
Other Employee Benefits-$7,850-$7,850
Insurance$794--$794
Total Functional Expenses$151,761$133,741$0$285,502
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
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
2019-02-15
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
2

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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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F1E22360F61A5E3A5871F3476489846BC9F3B330
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B28CDDCFCABE644B8FAE5A0C66A495D70EEA64A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.75.165.26
ReturnHeader/FilingSecurityInformation/IPDt02019-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:53:46
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/PreparationDt02019-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02019-03-15T09:53:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,946
Liabilities
$1,635
Net assets
$329,311
Revenue
$400,000
Expenses
$285,502
Net income
$114,498
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