Liabilities / Assets
64th percentile
Higher debt load relative to assets than 64% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
72nd percentile
Higher debt load relative to revenue than 72% of similar nonprofits.
Net Margin
6th percentile
Higher net margin than 6% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
5th percentile
Faster revenue growth than 5% of similar nonprofits.
Balance Sheet
Assets
Down$438,060
Down $122,204 (-22%) from 2016
Net Assets
Down$432,839
Down $116,197 (-21%) from 2016
Liabilities
Down$5,221
Down $6,007 (-54%) from 2016
Revenue And Expenses
Revenue
Down$177,618
Down $410,499 (-70%) from 2016
Expenses
Up$293,815
Up $254,734 (+652%) from 2016
Net Income
Down-$116,197
Down $665,233 (-121%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2016 to Jul 31, 2017
- Signed
- Jun 15, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $177,618
Mission and Program Overview
Mission
To create an energizing learning culture that inspires students to explore their interests, cultivate essential 21st century skills, and empowers them to transform their potential into lifelong achievement.
To create an energizing learning culture that inspires students to explore their interests, cultivate essential 21st century skill, and empowers them to transform their potential into lifelong achievement.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Operation of a charter school including curriculum, faculty and operations. | $270,320 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JENNIFER RYAN | Board Chair | PT | $0 | - | - |
| CONNOLLY SHERWOOD | Director | - | $0 | - | - |
| KIMBERLY STARK | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Idea Academy Utah
- EIN
- 47-4139702
- Address
- PO BOX 1080, LEHI, UT 84043
Signing Officer
- Name
- Jennifer Ryan
- Title
- Board Chair
- Signed
- 2018-06-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Rosen Fitzgerald Baggaley Meurer CPAs PLLC
- Address
- 5911 S Fashion Blvd Ste 200, SALT LAKE CITY, UT 84107
- Preparer
- Corey W Meurer CPA
- Phone
- 8012881222
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $575”
Other Expenses.1005
“Travel $2345”
Other Expenses.1009
“Depreciation $6155”
Other Expenses.1012
“Insurance $4546”
Other Expenses.1
“Materials $32541”
Other Expenses.2
“Gifts & Promotions $2922”
Other Expenses.3
“Office Supplies $2487”
Other Expenses.4
“Miscellaneous Fees $622”
Other Expenses.5
“Telephone costs $210”
Other Expenses.6
“Bank Service Charges $204”
Other Expenses.7
“LICENSING FEES $172”
Other Expenses.8
“Computer Software $84”
Other Assets.1002
“Furniture and Fixtures - Beginning $12587 Furniture and Fixtures - Ending $25311”
Other Assets.1003
“Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $4618”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $18996 Prepaid Expenses and Deferred Charges - Ending $23213”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $11228 Accounts Payable and Accrued Expenses - Ending $5221”
Raw XML Appendix161 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JENNIFER RYAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8018318875 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1080 333 E MAIN STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LEHI |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 84043 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 528681 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 384918 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 177618 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -116197 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 11861 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 560264 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 438060 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 177618 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 549036 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 432839 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 549036 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 432839 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 30492 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 25.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JENNIFER RYAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CONNOLLY SHERWOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KIMBERLY STARK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | BOARD CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 31583 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 53142 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 52863 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To create an energizing learning culture that inspires students to explore their interests, cultivate essential 21st century skill, and empowers them to transform their potential into lifelong achievement. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Operation of a charter school including curriculum, faculty and operations. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 270320 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 198599 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | true |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 11228 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5221 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 293815 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 270320 |
| IRS990EZ/TotalRevenueAmt | 0 | 177618 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Schedule E, Line 4 - Explanation of Records and Materials Not Maintained |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $575 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Travel $2345 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Depreciation $6155 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $4546 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Materials $32541 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Gifts & Promotions $2922 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Office Supplies $2487 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Miscellaneous Fees $622 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Telephone costs $210 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Bank Service Charges $204 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | LICENSING FEES $172 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Computer Software $84 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Furniture and Fixtures - Beginning $12587 Furniture and Fixtures - Ending $25311 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $4618 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Prepaid Expenses and Deferred Charges - Beginning $18996 Prepaid Expenses and Deferred Charges - Ending $23213 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Accounts Payable and Accrued Expenses - Beginning $11228 Accounts Payable and Accrued Expenses - Ending $5221 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Assets.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JENNIFER RYAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | BOARD CHAIR |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-06-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IDEA ACADEMY UTAH |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IDEA |
| ReturnHeader/Filer/EIN | 0 | 474139702 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1080 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LEHI |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84043 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Rosen Fitzgerald Baggaley Meurer CPAs PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5911 S Fashion Blvd Ste 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALT LAKE CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 84107 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8012881222 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Corey W Meurer CPA |
| ReturnHeader/ReturnTs | 0 | 2018-06-15T16:19:30-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-07-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $438,060
- Liabilities
- $5,221
- Net assets
- $432,839
- Revenue
- $177,618
- Expenses
- $293,815
- Net income
- -$116,197