Civic Intelligence

Wasatch Waldorf Charter School

990 • Fiscal year 2023 • EIN 47-3001249

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 22, 2024

Organization ProfileWWW.WASATCHWALDORF.ORG
1458 E Murray-holladay RdHolladay, UT 84117

(801) 871-3950

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.95x

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

2023 filings • 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.

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

Net Margin

41st percentile

0.9%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

20th percentile

$90,014

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

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

Asset Growth

69th percentile

14%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

54th percentile

7.5%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$15,107,905

Up $1,837,173 (+14%) from 2022

Net Assets

Up

$736,694

Up $58,133 (+8.6%) from 2022

Liabilities

Up

$14,371,211

Up $1,779,040 (+14%) from 2022

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin41st percentile

Revenue

Up

$6,538,853

Up $456,200 (+7.5%) from 2022

Expenses

Up

$6,480,720

Up $822,308 (+15%) from 2022

Net Income

Down

$58,133

Down $366,108 (-86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2023

Assets$15,107,905
Liabilities$14,371,211
Net Assets$736,694
Open 2023 Filing

Operations Trend

Revenue Growth54th 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

2023

Revenue$6,538,853
Expenses$6,480,720
Net Income$58,133
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 22, 2024
Return Version
2022v5.0
Gross Receipts
$6,538,853
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$10,520,300$10,270,974▼ $249,326
Savings and Temporary Cash Investments$49,591$2,156,716▲ $2,107,125
Investments in Publicly Traded Securities$1,281,429$2,016,518▲ $735,089
Cash and Non-Interest-Bearing Accounts$954,500--
Pledges and Grants Receivable-$221,032-
Prepaid Expenses and Deferred Charges$2,100$11,858▲ $9,758
Accounts Receivable$462,812$3,426▼ $459,386
Total Assets$13,270,732$15,107,905▲ $1,837,173
Other Assets Total$0$427,381▲ $427,381
Liabilities
Tax Exempt Bond Liabilities$12,010,429$11,770,405▼ $240,024
Deferred Revenue-$1,462,036-
Accounts Payable and Accrued Expenses$416,782$602,008▲ $185,226
Other Liabilities$0$419,041▲ $419,041
Unsecured Notes Loans Payable$164,960$117,721▼ $47,239
Total Liabilities$12,592,171$14,371,211▲ $1,779,040
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,158,305$1,167,092▲ $8,787
Net Assets Without Donor Restrictions$-479,744$-430,398▲ $49,346
Total Net Assets Fund Balance$678,561$736,694▲ $58,133
Total Liabilities and Net Assets / Fund Balance$13,270,732$15,107,905▲ $1,837,173

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,424,494$1,771,482$11,195,976
Land$788,314-$788,314
Equipment$58,166$25,173$83,339
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily MerchantExecutive DirectorFT$86,748$3,266$90,014

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
$6,075,092
Program Service Revenue
$251,980
Investment Income
$91,201
Other Revenue
$120,580
All Other Contributions
$12,279
Change in Net Assets
$58,133

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,538,853
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,538,853
Total Revenue per Form 990
$6,538,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,388,949
Other Expenses$2,091,771
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,421,595--$3,421,595
Interest$600,219--$600,219
Other Employee Benefits$498,640--$498,640
Depreciation Depletion$301,568--$301,568
Payroll Taxes$247,988--$247,988
Pension Plan Contributions$117,353--$117,353
Information Technology$108,991--$108,991
Current Officers, Directors, Trustees, and Key Employees$103,373--$103,373
Fees for Services Management-$81,300-$81,300
All Other Expenses$53,436--$53,436
Travel$50,032--$50,032
Fees for Services Accounting-$47,459-$47,459
Other Expenses$46,795--$46,795
Insurance-$39,673-$39,673
Fees for Services Legal-$6,110-$6,110
Advertising-$1,426-$1,426
Total Functional Expenses$6,304,752$175,968$0$6,480,720

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,480,720
Total Expenses per Audited Statements$6,480,720
Total Expenses per Form 990$6,480,720
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$419,041

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-$775,000$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

“Management delegated - many fiscal and administrative duties are performed by red apple financial.”

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

“Enforcement of conflicts policy is monitored 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
Emily Merchant
Title
Director
Phone
8018713950
Signed
2024-02-22
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
174
Volunteers
219

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/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0427381
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0498640
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0498640
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1PURCHASED PROPERTY
IRS990/OtherExpensesGrp/Desc2PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0373763
IRS990/OtherExpensesGrp/ProgramServicesAmt1211156
IRS990/OtherExpensesGrp/ProgramServicesAmt2169843
IRS990/OtherExpensesGrp/ProgramServicesAmt346795
IRS990/OtherExpensesGrp/TotalAmt0373763
IRS990/OtherExpensesGrp/TotalAmt1211156
IRS990/OtherExpensesGrp/TotalAmt2169843
IRS990/OtherExpensesGrp/TotalAmt346795
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0419041
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03421595
IRS990/OtherSalariesAndWagesGrp/TotalAmt03421595
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0247988
IRS990/PayrollTaxesGrp/TotalAmt0247988
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0117353
IRS990/PensionPlanContributionsGrp/TotalAmt0117353
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0221032
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02100
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011858
IRS990/PrincipalOfficerNm0EMILY MERCHANT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES AND ACTIV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0251980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0251980
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05765380
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06571
IRS990/PYOtherExpensesAmt01798494
IRS990/PYOtherRevenueAmt0109800
IRS990/PYProgramServiceRevenueAmt0200902
IRS990/PYRevenuesLessExpensesAmt0424241
IRS990/PYSalariesCompEmpBnftPaidAmt03859918
IRS990/PYTotalExpensesAmt05658412
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06082653
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt058133
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0120580
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0251980
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049591
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02156716
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09424494
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01771482
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011195976
IRS990ScheduleD/EquipmentGrp/BookValueAmt058166
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025173
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt083339
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06480720
IRS990ScheduleD/LandGrp/BookValueAmt0788314
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0788314
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0419041
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INFLOW - LEASE RECEIVABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06538853
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010270974
IRS990ScheduleD/TotalExpensesPerForm990Amt06480720
IRS990ScheduleD/TotalLiabilityAmt0419041
IRS990ScheduleD/TotalRevenuePerForm990Amt06538853
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06538853
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06480720
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/ExplanationTxt1PART I, LINE 6 - THE ORGANIZATION RECEIVES STATE AND FEDERAL FUNDING TO OPERATE THE SCHOOL.
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/RetiredAmt0775000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02018
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt012520092
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DELEGATED - MANY FISCAL AND ADMINISTRATIVE DUTIES ARE PERFORMED BY RED APPLE FINANCIAL.
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENFORCEMENT OF CONFLICTS POLICY IS MONITORED BY THE EXECUTIVE DIRECTOR AND BOARD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DIRECTOR'S COMPENSATION IS BASED UPON APPROVED PAY SCALES WHICH ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION GOVERNING BOARD POLICY, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,107,905
Liabilities
$14,371,211
Net assets
$736,694
Revenue
$6,538,853
Expenses
$6,480,720
Net income
$58,133
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