Civic Intelligence

Monticello Academy Properties

990 • Fiscal year 2021 • EIN 46-4786338

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 21, 2022

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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$164,717

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

89th percentile

60%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-0.0%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,054,414

Up $396,498 (+60%) from 2020

Net Assets

Up

$1,051,904

Up $396,498 (+60%) from 2020

Liabilities

Flat

$2,510

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin99th percentile

Revenue

Down

$400,000

Down $170 (-0.0%) from 2020

Expenses

Down

$3,502

Down $229,252 (-98%) from 2020

Net Income

Up

$396,498

Up $229,082 (+137%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2021

Assets$1,054,414
Liabilities$2,510
Net Assets$1,051,904
Open 2021 Filing

Operations Trend

Revenue Growth32nd 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

2021

Revenue$400,000
Expenses$3,502
Net Income$396,498
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 21, 2022
Return Version
2020v4.0
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$116,767$95,682▼ $21,085
Accounts Receivable$24$24→ $0
Total Assets$657,916$1,054,414▲ $396,498
Other Assets Total$541,125$958,708▲ $417,583
Liabilities
Accounts Payable and Accrued Expenses$2,510$2,510→ $0
Total Liabilities$2,510$2,510→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$655,406$1,051,904▲ $396,498
Total Net Assets Fund Balance$655,406$1,051,904▲ $396,498
Total Liabilities and Net Assets / Fund Balance$657,916$1,054,414▲ $396,498

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$958,708--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dane RobertsSchool DirecPT$58,937$105,780$164,717
Dane RobertsSchool Director-$58,937$40,343$99,280
Kim ColemanExecutive DiPT$20,000-$20,000

Board Members and Trustees

NameTitle
Jennifer WarnasBoard Chair
Martell WintersTrustee
Joel ColemanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$400,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$396,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,002
Salaries, Compensation, and Employee Benefits$1,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$1,717-$1,717
Pension Plan Contributions$1,500--$1,500
Fees for Services Other-$285-$285
Total Functional Expenses$1,500$2,002$0$3,502
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
Annual disclosure for covered persons
Yes
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
Yes
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
2022-03-21
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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS AND APPROVES FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST JUST AS FORMS 990.
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IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0657916
IRS990/TotalAssetsEOYAmt01054414
IRS990/TotalAssetsGrp/BOYAmt0657916
IRS990/TotalAssetsGrp/EOYAmt01054414
IRS990/TotalCompGreaterThan150KInd0true
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01500
IRS990/TotalFunctionalExpensesGrp/TotalAmt03502
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WEST VALLEY CITY
IRS990/USAddress/StateAbbreviationCd0UT
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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/SignatureDt02022-03-21
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/PreparationDt02022-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02022-03-22T09:21:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLEMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,054,414
Liabilities
$2,510
Net assets
$1,051,904
Revenue
$400,000
Expenses
$3,502
Net income
$396,498
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