Civic Intelligence

Wasatch Waldorf Charter School

EIN 47-3001249 • 501(c)3 • Holladay, UT

Profile

Wasatch charter school provides an inovative, holistic, student-centered, developmentally appropriate education to a community desiring a whole child education option.

1458 E Murray-holladay RdHolladay, UT 84117

www.wasatchwaldorf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

2.20x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

39th percentile

0.9%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

7.5%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$15,559,130

Down $31,472 (-0.2%) from 2024

Liabilities

Down

$14,156,601

Down $257,858 (-1.8%) from 2024

Net Assets

Up

$1,402,529

Up $226,386 (+19%) from 2024

Operations
Liabilities / Revenue89th percentileNet Margin39th percentile

Revenue

Up

$7,559,933

Up $371,239 (+5.2%) from 2024

Expenses

Up

$7,333,547

Up $584,302 (+8.7%) from 2024

Net Income

Down

$226,386

Down $213,063 (-48%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2016: $246,696Liabilities 2016: $354,738Net Assets 2016: -$108,0422016Assets 2017: $9,374,318Liabilities 2017: $9,554,175Net Assets 2017: -$179,8572017Assets 2018: $12,839,177Liabilities 2018: $12,838,640Net Assets 2018: $5372018Assets 2019: $12,886,347Liabilities 2019: $12,699,917Net Assets 2019: $186,4302019Assets 2020: $13,040,774Liabilities 2020: $12,599,264Net Assets 2020: $441,5102020Assets 2021: $13,176,921Liabilities 2021: $12,922,601Net Assets 2021: $254,3202021Assets 2022: $13,270,732Liabilities 2022: $12,592,171Net Assets 2022: $678,5612022Assets 2023: $15,107,905Liabilities 2023: $14,371,211Net Assets 2023: $736,6942023Assets 2024: $15,590,602Liabilities 2024: $14,414,459Net Assets 2024: $1,176,1432024Assets 2025: $15,559,130Liabilities 2025: $14,156,601Net Assets 2025: $1,402,5292025

Highlighted filing

2025

Assets$15,559,130
Liabilities$14,156,601
Net Assets$1,402,529
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $57,992Expenses 2016: $166,034Net Income 2016: -$108,0422016Revenue 2017: $3,804,510Expenses 2017: $3,872,554Net Income 2017: -$68,0442017Revenue 2018: $4,422,874Expenses 2018: $4,242,480Net Income 2018: $180,3942018Revenue 2019: $4,852,012Expenses 2019: $4,666,119Net Income 2019: $185,8932019Revenue 2020: $5,474,703Expenses 2020: $5,219,623Net Income 2020: $255,0802020Revenue 2021: $5,627,565Expenses 2021: $5,404,422Net Income 2021: $223,1432021Revenue 2022: $6,082,653Expenses 2022: $5,658,412Net Income 2022: $424,2412022Revenue 2023: $6,538,853Expenses 2023: $6,480,720Net Income 2023: $58,1332023Revenue 2024: $7,188,694Expenses 2024: $6,749,245Net Income 2024: $439,4492024Revenue 2025: $7,559,933Expenses 2025: $7,333,547Net Income 2025: $226,3862025

Highlighted filing

2025

Revenue$7,559,933
Expenses$7,333,547
Net Income$226,386
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,559,130
Liabilities
$14,156,601
Net assets
$1,402,529
Revenue
$7,559,933
Expenses
$7,333,547
Net income
$226,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.6$14.2$1.40$7.56$7.33$0.23
2024Detailed filing. Detailed filing data is available for this year.$15.6$14.4$1.18$7.19$6.75$0.44
2023Detailed filing. Detailed filing data is available for this year.$15.1$14.4$0.74$6.54$6.48$0.06
2022Detailed filing. Detailed filing data is available for this year.$13.3$12.6$0.68$6.08$5.66$0.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$12.9$0.25$5.63$5.40$0.22
2020Summary only. Only limited summary data is available for this year.$13.0$12.6$0.44$5.47$5.22$0.26
2019Summary only. Only limited summary data is available for this year.$12.9$12.7$0.19$4.85$4.67$0.19
2018Summary only. Only limited summary data is available for this year.$12.8$12.8$0.00$4.42$4.24$0.18
2017Summary only. Only limited summary data is available for this year.$9.37$9.55$0.18$3.80$3.87$0.07
2016Summary only. Only limited summary data is available for this year.$0.25$0.35$0.11$0.06$0.17$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 19, 2026
Return Version
2024v5.5
Gross Receipts
$7,559,933
Mission and Program Overview

Mission

Wasatch charter school provides an inovative, holistic, student-centered, developmentally appropriate education to a community desiring a whole child education option.

Wasatch charter school provides to the community a whole child education option.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,030,693$9,822,686▼ $208,007
Investments in Publicly Traded Securities$4,181,997$4,450,678▲ $268,681
Savings and Temporary Cash Investments$832,345$770,762▼ $61,583
Prepaid Expenses and Deferred Charges-$97,477-
Pledges and Grants Receivable$186,963$83,638▼ $103,325
Accounts Receivable$23,008$18,703▼ $4,305
Total Assets$15,590,602$15,559,130▼ $31,472
Other Assets Total$335,596$315,186▼ $20,410
Liabilities
Tax Exempt Bond Liabilities$11,526,479$11,272,443▼ $254,036
Deferred Revenue$1,978,431$2,035,100▲ $56,669
Accounts Payable and Accrued Expenses$524,321$594,396▲ $70,075
Other Liabilities$320,443$221,845▼ $98,598
Unsecured Notes Loans Payable$64,785$32,817▼ $31,968
Total Liabilities$14,414,459$14,156,601▼ $257,858
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,190,438$1,170,310▼ $20,128
Net Assets Without Donor Restrictions$-14,295$232,219▲ $246,514
Total Net Assets Fund Balance$1,176,143$1,402,529▲ $226,386
Total Liabilities and Net Assets / Fund Balance$15,590,602$15,559,130▼ $31,472

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,847,249$2,353,684$11,200,933
Land$788,314-$788,314
Equipment$187,123$66,492$253,615
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily MerchantExecutive DirectorFT$79,663$3,161$82,824

Board Members and Trustees

NameTitle
Ann JohnsonBoard Chair
Melissa Jenkins-frischVice Chair
Chalimar SwainBoard Member
Katie BenishBoard Member
Lyn SpataroBoard Member
Mac GaulinBoard Member
Melissa JensenBoard Member
Peter WestmanBoard Member
Scott WhiteheadBoard Member
Heidi HuntsmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,916,701
Program Service Revenue
$304,322
Investment Income
$240,312
Other Revenue
$98,598
All Other Contributions
$5,864
Change in Net Assets
$226,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,559,933
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,559,933
Total Revenue per Form 990
$7,559,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,182,597
Other Expenses$2,150,950
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,809,471$377,014-$4,186,485
Interest$599,372--$599,372
Other Employee Benefits$409,972$48,108-$458,080
Depreciation Depletion$321,064--$321,064
Payroll Taxes$267,719$30,972-$298,691
Pension Plan Contributions$138,157$15,066-$153,223
Occupancy$145,333--$145,333
Information Technology$52,867$46,628-$99,495
Current Officers, Directors, Trustees, and Key Employees$76,912$9,206-$86,118
Fees for Services Management-$84,416-$84,416
Fees for Services Legal-$64,358-$64,358
Travel$46,619--$46,619
Other Expenses$109,409$37,662-$37,662
All Other Expenses$34,702--$34,702
Insurance-$33,272-$33,272
Fees for Services Accounting-$20,802-$20,802
Advertising-$1,175-$1,175
Total Functional Expenses$6,549,605$783,942$0$7,333,547

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,333,547
Total Expenses per Audited Statements$7,333,547
Total Expenses per Form 990$7,333,547
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Deferred Inflow - Lease Receivable$221,845

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authority2018-05-29$12,520,092Purchase and renovate facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,520,092-$1,285,000$245,954

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The school has an agreement with red apple financial, an unrelated organization, to provide certain fiscal and administrative services.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing board.”

Form 990, Part VI, Section B, Line 11B

“The tax return is reviewed by the director and an independent business manager before the return is filed. The board reviews the return at the next board meeting, after the return has been filed.”

Form 990, Part VI, Section B, Line 12C

“Review and enforcement of the conflict of interest policy is performed by the executive director and board annually.”

Form 990, Part VI, Section B, Line 15A

“The director's compensation is based upon approved pay scales which are reviewed annually by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation governing board policy, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Wasatch Waldorf Charter School
EIN
47-3001249
Phone
8018713950
Address
1458 E MURRAY-HOLLADAY RD, HOLLADAY, UT 84117

Signing Officer

Name
Heather Campbell
Title
Director
Phone
8018713950
Signed
2026-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Campbell
Formed
2015
Legal Domicile
Ut
Voting Board Members
10
Independent Board Members
10
Employees
194
Volunteers
220

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Kyle Fritch CPA
Phone
8015322200
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IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02420176
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010030693
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09822686
IRS990/LandBldgEquipCostOrOtherBssAmt012242862
IRS990/LegalDomicileStateCd0UT
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WASATCH CHARTER SCHOOL PROVIDES AN INOVATIVE, HOLISTIC, STUDENT-CENTERED, DEVELOPMENTALLY APPROPRIATE EDUCATION TO A COMMUNITY DESIRING A WHOLE CHILD EDUCATION OPTION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01176143
IRS990/NetAssetsOrFundBalancesEOYAmt01402529
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt098598
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt098598
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-14295
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0232219
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0145333
IRS990/OccupancyGrp/TotalAmt0145333
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0335596
IRS990/OtherAssetsTotalGrp/EOYAmt0315186
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048108
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0409972
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0458080
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc3FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015263
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt137662
IRS990/OtherExpensesGrp/ProgramServicesAmt0367986
IRS990/OtherExpensesGrp/ProgramServicesAmt1170022
IRS990/OtherExpensesGrp/ProgramServicesAmt2109409
IRS990/OtherExpensesGrp/TotalAmt0383249
IRS990/OtherExpensesGrp/TotalAmt1170022
IRS990/OtherExpensesGrp/TotalAmt2109409
IRS990/OtherExpensesGrp/TotalAmt337662
IRS990/OtherLiabilitiesGrp/BOYAmt0320443
IRS990/OtherLiabilitiesGrp/EOYAmt0221845
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0377014
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03809471
IRS990/OtherSalariesAndWagesGrp/TotalAmt04186485
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030972
IRS990/PayrollTaxesGrp/ProgramServicesAmt0267719
IRS990/PayrollTaxesGrp/TotalAmt0298691
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015066
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0138157
IRS990/PensionPlanContributionsGrp/TotalAmt0153223
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0186963
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt083638
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt097477
IRS990/PrincipalOfficerNm0HEATHER CAMPBELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES & ACTIVIT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0304322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0304322
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06541327
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0246410
IRS990/PYOtherExpensesAmt02041645
IRS990/PYOtherRevenueAmt098598
IRS990/PYProgramServiceRevenueAmt0302359
IRS990/PYRevenuesLessExpensesAmt0439449
IRS990/PYSalariesCompEmpBnftPaidAmt04707600
IRS990/PYTotalExpensesAmt06749245
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07188694
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0226386
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt098598
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0304322
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0832345
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0770762
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08847249
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02353684
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011200933
IRS990ScheduleD/EquipmentGrp/BookValueAmt0187123
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066492
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0253615
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07333547
IRS990ScheduleD/LandGrp/BookValueAmt0788314
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0788314
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0221845
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INFLOW - LEASE RECEIVABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07559933
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09822686
IRS990ScheduleD/TotalExpensesPerForm990Amt07333547
IRS990ScheduleD/TotalLiabilityAmt0221845
IRS990ScheduleD/TotalRevenuePerForm990Amt07559933
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07559933
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07333547
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV. PROC 75-50 AS LONG AS THE SCHOOL'S CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES FUNDING FROM THE STATE OF UTAH AS ADMINISTERED BY THE UTAH STATE OFFICE OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN ITS SCHOOL. THE SCHOOL HAS RECEIVED FEDERAL CHARTER SCHOOL GRANTS WHICH ARE PAID THROUGH THE UTAH STATE OFFICE OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/18/2023
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0DATE REBATE COMPUTATION PERFORMED
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02018-05-29
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TWRO
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt012520092
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0PURCHASE AND RENOVATE FACILITIES
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.00000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt011452169
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0821969
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0245954
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt01285000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02018
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt012520092
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS AN AGREEMENT WITH RED APPLE FINANCIAL, AN UNRELATED ORGANIZATION, TO PROVIDE CERTAIN FISCAL AND ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY THE DIRECTOR AND AN INDEPENDENT BUSINESS MANAGER BEFORE THE RETURN IS FILED. THE BOARD REVIEWS THE RETURN AT THE NEXT BOARD MEETING, AFTER THE RETURN HAS BEEN FILED.

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