Civic Intelligence

Monticello Academy Properties

990 • Fiscal year 2019 • EIN 46-4786338

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 31, 2020

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

90th percentile

$41,667

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$489,015

Up $158,069 (+48%) from 2018

Net Assets

Up

$487,990

Up $158,679 (+48%) from 2018

Liabilities

Down

$1,025

Down $610 (-37%) from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin88th percentile

Revenue

Flat

$400,000

Flat from 2018

Expenses

Down

$241,321

Down $44,181 (-15%) from 2018

Net Income

Up

$158,679

Up $44,181 (+39%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2019

Assets$489,015
Liabilities$1,025
Net Assets$487,990
Open 2019 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

2019

Revenue$400,000
Expenses$241,321
Net Income$158,679
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 31, 2020
Return Version
2018v3.2
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$171,887$143,883▼ $28,004
Accounts Receivable$24$24→ $0
Total Assets$330,946$489,015▲ $158,069
Other Assets Total$159,035$345,108▲ $186,073
Liabilities
Accounts Payable and Accrued Expenses$1,635$1,025▼ $610
Total Liabilities$1,635$1,025▼ $610
Net Assets / Fund Balance
Unrestricted Net Assets$329,311$487,990▲ $158,679
Total Net Assets Fund Balance$329,311$487,990▲ $158,679
Total Liabilities and Net Assets / Fund Balance$330,946$489,015▲ $158,069

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$345,108--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kim ColemanExecutive DiFT$41,667$41,667

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
$158,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$202,289
Other Expenses$39,032
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$41,667$113,586-$155,253
Other Salaries and Wages-$26,601-$26,601
Information Technology$20,000--$20,000
Other Employee Benefits-$17,553-$17,553
Fees for Services Management$17,100--$17,100
Payroll Taxes-$2,882-$2,882
Fees for Services Other$1,565--$1,565
Office Expenses-$367-$367
Total Functional Expenses$80,332$160,989$0$241,321
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
2020-01-31
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/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/AtSubmissionCreationDeviceId00B28CDDCFCABE644B8FAE5A0C66A495D70EEA64A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B28CDDCFCABE644B8FAE5A0C66A495D70EEA64A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.75.165.26
ReturnHeader/FilingSecurityInformation/IPDt02020-02-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:41:36
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/PreparationDt02020-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02020-02-11T14:41:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$489,015
Liabilities
$1,025
Net assets
$487,990
Revenue
$400,000
Expenses
$241,321
Net income
$158,679
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