Civic Intelligence

Monticello Academy Properties

990 • Fiscal year 2020 • EIN 46-4786338

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 22, 2021

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$141,175

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 35.3% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

77th percentile

35%

Faster asset growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$657,916

Up $168,901 (+35%) from 2019

Net Assets

Up

$655,406

Up $167,416 (+34%) from 2019

Liabilities

Up

$2,510

Up $1,485 (+145%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin86th percentile

Revenue

Up

$400,170

Up $170 (+0.0%) from 2019

Expenses

Down

$232,754

Down $8,567 (-3.6%) from 2019

Net Income

Up

$167,416

Up $8,737 (+5.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2020

Assets$657,916
Liabilities$2,510
Net Assets$655,406
Open 2020 Filing

Operations Trend

Revenue Growth52nd 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

2020

Revenue$400,170
Expenses$232,754
Net Income$167,416
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 22, 2021
Return Version
2019v5.0
Gross Receipts
$400,170
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$143,883$116,767▼ $27,116
Accounts Receivable$24$24→ $0
Total Assets$489,015$657,916▲ $168,901
Other Assets Total$345,108$541,125▲ $196,017
Liabilities
Accounts Payable and Accrued Expenses$1,025$2,510▲ $1,485
Total Liabilities$1,025$2,510▲ $1,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$487,990$655,406▲ $167,416
Total Net Assets Fund Balance$487,990$655,406▲ $167,416
Total Liabilities and Net Assets / Fund Balance$489,015$657,916▲ $168,901

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$541,125--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dane RobertsSchool DirecFT$112,963$28,212$141,175
Kim ColemanExecutive DiFT$40,000-$40,000

Board Members and Trustees

NameTitle
Jennifer WarnasBoard Chair
Martell WintersTrustee
Joel ColemanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$170
Program Service Revenue
$400,000
Investment Income
$0
Other Revenue
$0
All Other Contributions
$170
Change in Net Assets
$167,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$225,915
Other Expenses$6,839
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$152,963--$152,963
Other Salaries and Wages$31,883--$31,883
Other Employee Benefits$18,021--$18,021
Pension Plan Contributions$13,550--$13,550
Payroll Taxes$9,498--$9,498
Office Expenses-$4,039-$4,039
Fees for Services Other-$1,780-$1,780
Other Expenses$1,000--$1,000
Insurance$20--$20
Total Functional Expenses$226,935$5,819$0$232,754
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 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
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
No

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 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
Secretary
Phone
8014178040
Signed
2021-02-22
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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IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.MONTICELLOACADEMY.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08014178040
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-22
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/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/PreparationDt02021-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02021-03-01T10:39:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$657,916
Liabilities
$2,510
Net assets
$655,406
Revenue
$400,170
Expenses
$232,754
Net income
$167,416
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