Civic Intelligence

Wasatch Waldorf Charter School

990 • Fiscal year 2021 • EIN 47-3001249

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 25, 2022

Organization ProfileWWW.WASATCHWALDORF.ORG
1458 East Murray-holladay RoadHolladay, UT 84117

(801) 871-3950

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.98x

Higher debt load relative to assets than 93% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

2.30x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

32nd percentile

4.0%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$103,570

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

26th percentile

1.0%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

2.8%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$13,176,921

Up $136,147 (+1.0%) from 2020

Net Assets

Down

$254,320

Down $187,190 (-42%) from 2020

Liabilities

Up

$12,922,601

Up $323,337 (+2.6%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin32nd percentile

Revenue

Up

$5,627,565

Up $152,862 (+2.8%) from 2020

Expenses

Up

$5,404,422

Up $184,799 (+3.5%) from 2020

Net Income

Down

$223,143

Down $31,937 (-13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$13,176,921
Liabilities$12,922,601
Net Assets$254,320
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$5,627,565
Expenses$5,404,422
Net Income$223,143
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 25, 2022
Return Version
2020v4.0
Gross Receipts
$5,627,565
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 an innovative, holistic, student-centered, developmentally appropriate education to a community desiring a whole child education option.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,960,236$10,694,851▼ $265,385
Savings and Temporary Cash Investments$1,281,420$1,314,434▲ $33,014
Cash and Non-Interest-Bearing Accounts$687,271$724,094▲ $36,823
Pledges and Grants Receivable-$227,853-
Prepaid Expenses and Deferred Charges$10,263$52,057▲ $41,794
Accounts Receivable$101,584$51,562▼ $50,022
Total Assets$13,040,774$13,176,921▲ $136,147
Other Assets Total-$112,070-
Liabilities
Tax Exempt Bond Liabilities$12,150,562$12,350,000▲ $199,438
Accounts Payable and Accrued Expenses$433,948$492,148▲ $58,200
Unsecured Notes Loans Payable-$80,453-
Deferred Revenue$14,754--
Total Liabilities$12,599,264$12,922,601▲ $323,337
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$401,038$254,320▼ $146,718
Net Assets With Donor Restrictions$40,472--
Total Net Assets Fund Balance$441,510$254,320▼ $187,190
Total Liabilities and Net Assets / Fund Balance$13,040,774$13,176,921▲ $136,147

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,248,888$1,074,046$9,322,934
Buildings$1,364,712$122,309$1,487,021
Land$788,314-$788,314
Equipment$218,301$13,194$231,495
Leasehold Improvements$74,636$4,182$78,818
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily MerchantExecutive DiFT$82,275$21,295$103,570

Board Members and Trustees

NameTitle
Ann JohnsonBoard Member
Chalimar SwainBoard Member
Heidi HuntsmanBoard Member
Jonathan EchlinBoard Member
Lyn SpataroBoard Member
Meghan GoldenBoard Member
Melissa FrischBoard Member
Peter WestmanBoard Member
Rachel BuchananBoard Member
Sherry JonesBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$5,369,871
Program Service Revenue
$136,461
Investment Income
$6,082
Other Revenue
$115,151
All Other Contributions
$69,114
Change in Net Assets
$223,143

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,627,565
Total Revenue per Audited Statements
$5,627,565
Total Revenue per Form 990
$5,627,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,707,375
Other Expenses$1,697,047
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,691,742$165,712-$2,857,454
Interest$537,190$63,064-$600,254
Other Employee Benefits$406,032$44,286-$450,318
Depreciation Depletion$260,725$30,608-$291,333
Fees for Services Other$89,880$131,181-$221,061
Payroll Taxes$207,101--$207,101
Pension Plan Contributions$110,227--$110,227
Royalties$83,436$8,002-$91,438
Current Officers, Directors, Trustees, and Key Employees$82,275--$82,275
Information Technology$25,733$35,907-$61,640
Fees for Services Legal-$50,700-$50,700
All Other Expenses$18,549$13,230-$31,779
Insurance$25,918--$25,918
Other Expenses$20,664$30,668-$20,664
Fees for Services Accounting-$15,800-$15,800
Office Expenses$13,089--$13,089
Travel$161--$161
Advertising$98--$98
Total Functional Expenses$4,815,264$589,158$0$5,404,422

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,404,422
Total Expenses per Audited Statements$5,404,422
Total Expenses per Form 990$5,404,422
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACharter School Finance Authority2018-05-15$12,520,092PURCHASE OF FACILITIES

Bond Proceeds

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

Bond Financing Compliance

No rebate due
No
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
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 3

“Many fiscal and administrative duties are performed by red apple financial.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed and approved by executive director and school's management company prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Monitored by the executive director and board annually”

Form 990, Page 6, Part VI, Line 15A

“All employee compensation is based on approved pay scales which are reviewed annually”

Form 990, Page 6, Part VI, Line 15B

“All employee compensation is based on approved pay scales which are reviewed annually”

Form 990, Page 6, Part VI, Line 19

“Such documents are available upon request just as forms 990.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Emily Merchant
Title
Executive Director
Phone
8018713950
Signed
2022-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Merchant
Formed
2015
Legal Domicile
Ut
Voting Board Members
10
Independent Board Members
10
Employees
171
Volunteers
198

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Removal of bond issuance costs -410,333”

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IRS990/OtherChangesInNetAssetsAmt0-410333
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044286
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0406032
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0450318
IRS990/OtherExpensesGrp/Desc0SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENACE
IRS990/OtherExpensesGrp/Desc3DUES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030668
IRS990/OtherExpensesGrp/ProgramServicesAmt0160213
IRS990/OtherExpensesGrp/ProgramServicesAmt160497
IRS990/OtherExpensesGrp/ProgramServicesAmt221734
IRS990/OtherExpensesGrp/ProgramServicesAmt320664
IRS990/OtherExpensesGrp/TotalAmt0190881
IRS990/OtherExpensesGrp/TotalAmt160497
IRS990/OtherExpensesGrp/TotalAmt221734
IRS990/OtherExpensesGrp/TotalAmt320664
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05351
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05351
IRS990/OtherRevenueTotalAmt05351
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0165712
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02691742
IRS990/OtherSalariesAndWagesGrp/TotalAmt02857454
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0207101
IRS990/PayrollTaxesGrp/TotalAmt0207101
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0110227
IRS990/PensionPlanContributionsGrp/TotalAmt0110227
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0227853
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010263
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052057
IRS990/PrincipalOfficerNm0EMILY MERCHANT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FEES
IRS990/ProgramServiceRevenueGrp/Desc1FOOD SALES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0120215
IRS990/ProgramServiceRevenueGrp/ExclusionAmt116246
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0120215
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116246
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOOL LUNCH PROGRAM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0229718
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt016246
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04636429
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt025750
IRS990/PYOtherExpensesAmt01836698
IRS990/PYProgramServiceRevenueAmt0812524
IRS990/PYRevenuesLessExpensesAmt0255080
IRS990/PYSalariesCompEmpBnftPaidAmt03382925
IRS990/PYTotalExpensesAmt05219623
IRS990/PYTotalRevenueAmt05474703
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0223143
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0109800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0120215
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt08002
IRS990/RoyaltiesGrp/ProgramServicesAmt083436
IRS990/RoyaltiesGrp/TotalAmt091438
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01281420
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01314434
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01364712
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0122309
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01487021
IRS990ScheduleD/EquipmentGrp/BookValueAmt0218301
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013194
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0231495
IRS990ScheduleD/ExpensesSubtotalAmt05404422
IRS990ScheduleD/LandGrp/BookValueAmt0788314
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0788314
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt074636
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04182
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt078818
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08248888
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01074046
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09322934
IRS990ScheduleD/RevenueSubtotalAmt05627565
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010694851
IRS990ScheduleD/TotalExpensesPerForm990Amt05404422
IRS990ScheduleD/TotalRevenuePerForm990Amt05627565
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05627565
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05404422
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS ITS CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES FEDERAL AND STATE FUNDS FOR OPERATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0CHARTER SCHOOL FINANCE AUTHORITY PURCHASE OF FACILITIES
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0PURPOSE OF ISSUE DESCRIPTION
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02018-05-15
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TWR0
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt012520092
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0CHARTER SCHOOL FINANCE AUTHORITY
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0PURCHASE OF FACILITIES
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt011452159
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0821969
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0245954
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02018
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt012520092
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANY FISCAL AND ADMINISTRATIVE DUTIES ARE PERFORMED BY RED APPLE FINANCIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AND APPROVED BY EXECUTIVE DIRECTOR AND SCHOOL'S MANAGEMENT COMPANY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORED BY THE EXECUTIVE DIRECTOR AND BOARD ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL EMPLOYEE COMPENSATION IS BASED ON APPROVED PAY SCALES WHICH ARE REVIEWED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL EMPLOYEE COMPENSATION IS BASED ON APPROVED PAY SCALES WHICH ARE REVIEWED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST JUST AS FORMS 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REMOVAL OF BOND ISSUANCE COSTS -410,333
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A

Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,176,921
Liabilities
$12,922,601
Net assets
$254,320
Revenue
$5,627,565
Expenses
$5,404,422
Net income
$223,143
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