Civic Intelligence

American Leadership Academy Inc.

990 • Fiscal year 2015 • EIN 59-3797035

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 18, 2015

Organization ProfileWWW.AMERICANLEADERSHIP.NET
898 W 1100 SSpanish Fork, UT 84660

(801) 794-2226

Siviq Scores

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

Liabilities / Assets

90th percentile

0.92x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

1.99x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

8th percentile

$66,246

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

58th percentile

3.4%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

3.2%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$27,124,272

Up $893,760 (+3.4%) from 2014

Net Assets

Up

$2,259,249

Up $674,650 (+43%) from 2014

Liabilities

Up

$24,865,023

Up $219,110 (+0.9%) from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin55th percentile

Revenue

Up

$12,511,135

Up $386,858 (+3.2%) from 2014

Expenses

Down

$11,836,485

Down $95,285 (-0.8%) from 2014

Net Income

Up

$674,650

Up $482,143 (+250%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$60M$40M$20M$0Assets 2011: $27,281,121Liabilities 2011: $25,571,418Net Assets 2011: $1,709,7032011Assets 2012: $26,553,317Liabilities 2012: $25,223,814Net Assets 2012: $1,329,5032012Assets 2013: $26,072,433Liabilities 2013: $24,680,341Net Assets 2013: $1,392,0922013Assets 2014: $26,230,512Liabilities 2014: $24,645,913Net Assets 2014: $1,584,5992014Assets 2015: $27,124,272Liabilities 2015: $24,865,023Net Assets 2015: $2,259,2492015Assets 2016: $31,824,684Liabilities 2016: $29,252,488Net Assets 2016: $2,572,1962016Assets 2017: $32,565,233Liabilities 2017: $28,379,887Net Assets 2017: $4,185,3462017Assets 2018: $33,563,829Liabilities 2018: $27,445,311Net Assets 2018: $6,118,5182018Assets 2019: $35,363,893Liabilities 2019: $26,865,764Net Assets 2019: $8,498,1292019Assets 2020: $37,450,436Liabilities 2020: $26,318,789Net Assets 2020: $11,131,6472020Assets 2021: $40,999,211Liabilities 2021: $31,750,118Net Assets 2021: $9,249,0932021Assets 2022: $44,572,969Liabilities 2022: $29,807,009Net Assets 2022: $14,765,9602022Assets 2023: $45,553,430Liabilities 2023: $28,252,405Net Assets 2023: $17,301,0252023Assets 2024: $49,279,025Liabilities 2024: $29,044,184Net Assets 2024: $20,234,8412024

Highlighted filing

2015

Assets$27,124,272
Liabilities$24,865,023
Net Assets$2,259,249
Open 2015 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2011: $10,101,6192011Expenses 2012: $10,920,8392012Expenses 2013: $11,470,4672013Revenue 2014: $12,124,277Expenses 2014: $11,931,770Net Income 2014: $192,5072014Revenue 2015: $12,511,135Expenses 2015: $11,836,485Net Income 2015: $674,6502015Revenue 2016: $14,110,464Expenses 2016: $13,797,517Net Income 2016: $312,9472016Revenue 2017: $14,304,499Expenses 2017: $12,853,652Net Income 2017: $1,450,8472017Revenue 2018: $15,070,709Expenses 2018: $13,028,417Net Income 2018: $2,042,2922018Revenue 2019: $16,007,771Expenses 2019: $13,574,977Net Income 2019: $2,432,7942019Revenue 2020: $16,318,136Expenses 2020: $13,787,366Net Income 2020: $2,530,7702020Revenue 2021: $16,702,602Expenses 2021: $14,460,797Net Income 2021: $2,241,8052021Revenue 2022: $19,463,241Expenses 2022: $13,946,394Net Income 2022: $5,516,8472022Revenue 2023: $17,964,125Expenses 2023: $15,429,060Net Income 2023: $2,535,0652023Revenue 2024: $19,724,072Expenses 2024: $16,790,255Net Income 2024: $2,933,8172024

Highlighted filing

2015

Revenue$12,511,135
Expenses$11,836,485
Net Income$674,650
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 18, 2015
Return Version
2014v5.0
Gross Receipts
$12,511,135
Mission and Program Overview

Mission

To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,009,639$21,372,250▲ $362,611
Investments in Publicly Traded Securities$2,450,508$2,441,692▼ $8,816
Savings and Temporary Cash Investments$1,227,450$1,691,313▲ $463,863
Cash and Non-Interest-Bearing Accounts$962,628$941,466▼ $21,162
Pledges and Grants Receivable$115,527$233,602▲ $118,075
Total Assets$26,230,512$27,124,272▲ $893,760
Other Assets Total$464,760$443,949▼ $20,811
Liabilities
Tax Exempt Bond Liabilities$22,720,000$22,250,000▼ $470,000
Mortgage Notes Payable Secured by Investment Property$387,385$1,066,068▲ $678,683
Accounts Payable and Accrued Expenses$978,831$994,302▲ $15,471
Deferred Revenue$359,556$359,556→ $0
Other Liabilities$200,141$195,097▼ $5,044
Total Liabilities$24,645,913$24,865,023▲ $219,110
Net Assets / Fund Balance
Unrestricted Net Assets$1,584,599$2,259,249▲ $674,650
Total Net Assets Fund Balance$1,584,599$2,259,249▲ $674,650
Total Liabilities and Net Assets / Fund Balance$26,230,512$27,124,272▲ $893,760

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,297,087$4,661,782$22,958,869
Land$2,700,850-$2,700,850
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kenna MarelliExecutive DiFT$66,246$66,246
Richard MorleyExecutive DiFT$48,192$48,192

Board Members and Trustees

NameTitle
Krystin MorleyVice-chair
Eric HogensenCAO
Jennifer SavageCAO
Michael C JohnsonElected Memb
Scott PetersonElected Memb
Brenda PetersonParent Counc
Mike HessTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,456,813
Program Service Revenue
$894,918
Investment Income
$9,863
Other Revenue
$149,541
All Other Contributions
$72,624
Change in Net Assets
$674,650

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,511,135
Total Revenue per Audited Statements
$12,511,135
Total Revenue per Form 990
$12,511,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,453,845
Other Expenses$4,382,640
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,969,360$322,763-$5,292,123
Other Employee Benefits$2,036,420$125,302-$2,161,722
Interest$1,303,031$87,662-$1,390,693
Depreciation Depletion$583,077$39,227-$622,304
Information Technology$372,485$66,700-$439,185
Fees for Services Other$283,648$33,882-$317,530
All Other Expenses$41,824$36,446-$78,270
Other Expenses$56,018$4,832-$60,850
Total Functional Expenses$11,090,372$746,113$0$11,836,485

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,836,485
Total Expenses per Audited Statements$11,836,485
Total Expenses per Form 990$11,836,485
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
America CarpenterRelativeEmployeeNo$48,192
Richard MorleyRelativeEmployeeNo$42,390
Jennifer FultonOwnerLeaseNo$38,400
-RelativeContracted ServicesNo$36,691
Mountain Green CleaningRelativeEmployeeNo$8,159
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$157,005
Bond Premium, Net of Amortization$38,092

Bond Issues

BondIssuerIssuedIssue PricePurpose
ASpanish Fork City2006-11-03$14,095,000PURCHASE FACILITIES
BSpanish Fork City2006-11-03$7,030,000PURCHASE FACILITIES
CSpanish Fork City2006-11-03$4,045,000PURCHASE FACILITIES

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$14,095,000---
B$7,030,000---
C$4,045,000---

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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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
No

Governance Explanations

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

“The cao reviews a copy of 990 before submission.”

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

“MONITORED BY BOARD.”

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

“Board reviews salary and compares to similar distric salary for similar position”

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

“Board review salary and compares to similar district salary for similar position.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
American Leadership Academy
EIN
59-3797035
Phone
8017942226
Address
898 W 1100 S, SPANISH FORK, UT 84660

Signing Officer

Name
Richard Morley
Title
Director
Phone
8017942226
Signed
2015-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Morley
Formed
2004
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
234
Volunteers
275

Preparer

Firm
Larson & Company Pc
Address
765 N MAIN ST, SPANISH FORK, UT 84660
Preparer
Russell D Olsen CPA
Phone
8017983545
Raw XML AppendixShowing 400 of 532 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0978831
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0994302
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO MANAGE, OPERATE, GUIDE, DIRECT, AND PROMOTE A PUBLIC CHARTER SCHOOL FUNDED BY LOCAL, STATE, AND FEDERAL SOURCES.
IRS990/AllOtherContributionsAmt072624
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt036446
IRS990/AllOtherExpensesGrp/ProgramServicesAmt041824
IRS990/AllOtherExpensesGrp/TotalAmt078270
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0JAN SEARLE
IRS990/BooksInCareOfDetail/PhoneNum08017942226
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0898 WEST 1100 SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPANISH FORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084660
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt0962628
IRS990/CashNonInterestBearingGrp/EOYAmt0941466
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011456813
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09863
IRS990/CYOtherExpensesAmt04382640
IRS990/CYOtherRevenueAmt0149541
IRS990/CYProgramServiceRevenueAmt0894918
IRS990/CYRevenuesLessExpensesAmt0674650
IRS990/CYSalariesCompEmpBnftPaidAmt07453845
IRS990/CYTotalExpensesAmt011836485
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012511135
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0359556
IRS990/DeferredRevenueGrp/EOYAmt0359556
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt039227
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0583077
IRS990/DepreciationDepletionGrp/TotalAmt0622304
IRS990/Desc0OPERATION OF ONE PUBLIC CHARTER SCHOOL SERVING KINDERGARTEN THROUGH TWELFTH GRADE STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0234
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt09865156
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt033882
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0283648
IRS990/FeesForServicesOtherGrp/TotalAmt0317530
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0KENNA MARELLI
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD MORLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNIFER SAVAGE
IRS990/Form990PartVIISectionAGrp/PersonNm3ERIC HOGENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4KRYSTIN MORLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE HESS
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL C JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8BRENDA PETERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt066246
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt148192
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt2CAO
IRS990/Form990PartVIISectionAGrp/TitleTxt3CAO
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ELECTED MEMB
IRS990/Form990PartVIISectionAGrp/TitleTxt7ELECTED MEMB
IRS990/Form990PartVIISectionAGrp/TitleTxt8PARENT COUNC
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt011384189
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt012511135
IRS990/GrossRentsGrp/RealAmt05620
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt066700
IRS990/InformationTechnologyGrp/ProgramServicesAmt0372485
IRS990/InformationTechnologyGrp/TotalAmt0439185
IRS990/InterestGrp/ManagementAndGeneralAmt087662
IRS990/InterestGrp/ProgramServicesAmt01303031
IRS990/InterestGrp/TotalAmt01390693
IRS990/InvestmentIncomeGrp/ExclusionAmt09863
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09863
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02450508
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02441692
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt065
IRS990/IRPDocumentW2GCnt065
IRS990/LandBldgEquipAccumDeprecAmt05605159
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021009639
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021372250
IRS990/LandBldgEquipCostOrOtherBssAmt026977409
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO MANAGE, OPERATE, GUIDE, DIRECT, AND PROMOTE A PUBLIC CHARTER SCHOOL FUNDED BY LOCAL, STATE, AND FEDERAL SOURCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0387385
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01066068
IRS990/NetAssetsOrFundBalancesBOYAmt01584599
IRS990/NetAssetsOrFundBalancesEOYAmt02259249
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05620
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05620
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0464760
IRS990/OtherAssetsTotalGrp/EOYAmt0443949
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0125302
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02036420
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02161722
IRS990/OtherExpensesGrp/Desc0SUPPLIES SCHOOL
IRS990/OtherExpensesGrp/Desc1SUPPLIES NON SCHOOL PROGR
IRS990/OtherExpensesGrp/Desc2SUPPLIES FOOD SERVICES
IRS990/OtherExpensesGrp/Desc3PROPERTY SCHOOL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029299
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14832
IRS990/OtherExpensesGrp/ProgramServicesAmt0774357
IRS990/OtherExpensesGrp/ProgramServicesAmt1415392
IRS990/OtherExpensesGrp/ProgramServicesAmt2254760
IRS990/OtherExpensesGrp/ProgramServicesAmt356018
IRS990/OtherExpensesGrp/TotalAmt0803656
IRS990/OtherExpensesGrp/TotalAmt1415392
IRS990/OtherExpensesGrp/TotalAmt2254760
IRS990/OtherExpensesGrp/TotalAmt360850
IRS990/OtherLiabilitiesGrp/BOYAmt0200141
IRS990/OtherLiabilitiesGrp/EOYAmt0195097
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0143921
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0143921
IRS990/OtherRevenueTotalAmt0143921
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0322763
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04969360
IRS990/OtherSalariesAndWagesGrp/TotalAmt05292123
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0115527
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0233602
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD MORLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ACTIVITIES & FEES
IRS990/ProgramServiceRevenueGrp/Desc1FOOD SERVICES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt057813
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0837105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0837105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt157813
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE STUDENT ACTIVITIES (OUTSIDE OF THE CLASSROOM) TO THE STUDENTS ENROLLED AT THE SCHOOL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0802075
IRS990/ProgSrvcAccomActy3Grp/Desc0OPERATION OF A FOOD SERVICES PROGRAM FOR STUDENTS AND FACULTY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0423141
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011128294
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017872
IRS990/PYOtherExpensesAmt04819005
IRS990/PYOtherRevenueAmt092782
IRS990/PYProgramServiceRevenueAmt0885329
IRS990/PYRevenuesLessExpensesAmt0192507
IRS990/PYSalariesCompEmpBnftPaidAmt07112765
IRS990/PYTotalExpensesAmt011931770
IRS990/PYTotalRevenueAmt012124277
IRS990/ReconcilationRevenueExpnssAmt0674650
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt05620
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01227450
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01691313
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt018297087
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04661782
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt022958869
IRS990ScheduleD/ExpensesSubtotalAmt011836485
IRS990ScheduleD/LandGrp/BookValueAmt02700850
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02700850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0157005
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt138092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BOND PREMIUM, NET OF AMORTIZATION
IRS990ScheduleD/RevenueSubtotalAmt012511135
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020997937
IRS990ScheduleD/TotalExpensesPerForm990Amt011836485
IRS990ScheduleD/TotalLiabilityAmt0195097
IRS990ScheduleD/TotalRevenuePerForm990Amt012511135
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012511135
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011836485
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV. PROC 75- 50 AS LONG AS ITS CHAPTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVED STATE AND FEDERAL GRANTS TO OPERATE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd2C
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd2false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd2false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd2false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd2false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd2false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd2false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd2false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd2false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd2false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02006-11-03
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12006-11-03
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt22006-11-03
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0876000284
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN1876000284
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN2876000284
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd2C
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum0846456AC5
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum1846456AA9
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum2846456AB7
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd2false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt014095000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt17030000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt24045000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0SPANISH FORK CITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1SPANISH FORK CITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt2SPANISH FORK CITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine2Txt0SPANISH FORK CITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine2Txt1SPANISH FORK CITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine2Txt2SPANISH FORK CITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd2false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd2false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0PURCHASE FACILITIES
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1PURCHASE FACILITIES
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc2PURCHASE FACILITIES
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd2false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd2false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd2false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd2C
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd2false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd2false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd2false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd2false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd1true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd2true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd1false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd2false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,124,272
Liabilities
$24,865,023
Net assets
$2,259,249
Revenue
$12,511,135
Expenses
$11,836,485
Net income
$674,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.3$29.0$20.2$19.7$16.8$2.93
2023Detailed filing. Detailed filing data is available for this year.$45.6$28.3$17.3$18.0$15.4$2.54
2022Detailed filing. Detailed filing data is available for this year.$44.6$29.8$14.8$19.5$13.9$5.52
2021Detailed filing. Detailed filing data is available for this year.$41.0$31.8$9.25$16.7$14.5$2.24
2020Detailed filing. Detailed filing data is available for this year.$37.5$26.3$11.1$16.3$13.8$2.53
2019Detailed filing. Detailed filing data is available for this year.$35.4$26.9$8.50$16.0$13.6$2.43
2018Detailed filing. Detailed filing data is available for this year.$33.6$27.4$6.12$15.1$13.0$2.04
2017Detailed filing. Detailed filing data is available for this year.$32.6$28.4$4.19$14.3$12.9$1.45
2016Detailed filing. Detailed filing data is available for this year.$31.8$29.3$2.57$14.1$13.8$0.31
2015Detailed filing. Detailed filing data is available for this year.$27.1$24.9$2.26$12.5$11.8$0.67
2014Detailed filing. Detailed filing data is available for this year.$26.2$24.6$1.58$12.1$11.9$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$24.7$1.39$11.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$25.2$1.33$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$25.6$1.71$10.1