Civic Intelligence

Legacy Preparatory Academy

EIN 59-3810621 • 501(c)3 • Woods Cross, UT

View Organization Page

Profile

To provide classical education and fine arts within a public charter school setting by building the foundation of knowledge and critical thinking skills necessary for children to become independent.

2214 S 1250 WWoods Cross, UT 84087-2515

www.legacyprep.org

Siviq Scores

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

Liabilities / Assets

87th percentile

0.81x

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

501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

2.65x

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

501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

60th percentile

8.6%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

18th percentile

$124,801

Higher top officer pay than 18% of similar nonprofits.

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

501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

94th percentile

55%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$31,927,273

Down $70,734 (-0.2%) from 2023

Liabilities

Down

$25,000,374

Down $735,677 (-2.9%) from 2023

Net Assets

Up

$6,926,899

Up $664,943 (+11%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin60th percentile

Revenue

Up

$11,161,628

Up $1,800,829 (+19%) from 2023

Expenses

Up

$10,496,685

Up $1,322,194 (+14%) from 2023

Net Income

Up

$664,943

Up $478,635 (+257%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$40M$30M$20M$10M$0-$10MAssets 2010: $13,420,258Liabilities 2010: $13,835,544Net Assets 2010: -$415,2862010Assets 2011: $13,326,308Liabilities 2011: $13,815,031Net Assets 2011: -$488,7232011Assets 2012: $13,470,059Liabilities 2012: $13,770,845Net Assets 2012: -$300,7862012Assets 2013: $13,878,167Liabilities 2013: $13,795,704Net Assets 2013: $82,4632013Assets 2014: $13,819,787Liabilities 2014: $13,593,718Net Assets 2014: $226,0692014Assets 2015: $18,198,739Liabilities 2015: $18,226,705Net Assets 2015: -$27,9662015Assets 2016: $18,412,949Liabilities 2016: $18,263,298Net Assets 2016: $149,6512016Assets 2017: $18,835,496Liabilities 2017: $18,039,193Net Assets 2017: $796,3032017Assets 2018: $19,563,220Liabilities 2018: $17,917,258Net Assets 2018: $1,645,9622018Assets 2019: $19,699,339Liabilities 2019: $16,949,115Net Assets 2019: $2,750,2242019Assets 2020: $21,111,154Liabilities 2020: $17,229,566Net Assets 2020: $3,881,5882020Assets 2021: $20,917,956Liabilities 2021: $15,698,383Net Assets 2021: $5,219,5732021Assets 2022: $32,366,265Liabilities 2022: $26,290,617Net Assets 2022: $6,075,6482022Assets 2023: $31,998,007Liabilities 2023: $25,736,051Net Assets 2023: $6,261,9562023Assets 2024: $31,927,273Liabilities 2024: $25,000,374Net Assets 2024: $6,926,8992024

Highlighted filing

2024

Assets$31,927,273
Liabilities$25,000,374
Net Assets$6,926,899
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,877,6772010Revenue 2011: $5,071,206Expenses 2011: $5,144,643Net Income 2011: -$73,4372011Expenses 2012: $5,745,6782012Revenue 2013: $6,884,514Expenses 2013: $6,558,402Net Income 2013: $326,1122013Revenue 2014: $6,615,291Expenses 2014: $6,471,685Net Income 2014: $143,6062014Revenue 2015: $6,464,527Expenses 2015: $6,360,491Net Income 2015: $104,0362015Revenue 2016: $6,694,846Expenses 2016: $6,517,229Net Income 2016: $177,6172016Revenue 2017: $7,473,222Expenses 2017: $6,826,570Net Income 2017: $646,6522017Revenue 2018: $7,786,940Expenses 2018: $6,937,281Net Income 2018: $849,6592018Revenue 2019: $8,286,740Expenses 2019: $7,182,478Net Income 2019: $1,104,2622019Revenue 2020: $8,694,182Expenses 2020: $7,562,818Net Income 2020: $1,131,3642020Revenue 2021: $8,923,520Expenses 2021: $7,585,535Net Income 2021: $1,337,9852021Revenue 2022: $9,927,655Expenses 2022: $9,071,580Net Income 2022: $856,0752022Revenue 2023: $9,360,799Expenses 2023: $9,174,491Net Income 2023: $186,3082023Revenue 2024: $11,161,628Expenses 2024: $10,496,685Net Income 2024: $664,9432024

Highlighted filing

2024

Revenue$11,161,628
Expenses$10,496,685
Net Income$664,943
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,927,273
Liabilities
$25,000,374
Net assets
$6,926,899
Revenue
$11,161,628
Expenses
$10,496,685
Net income
$664,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.9$25.0$6.93$11.2$10.5$0.66
2023Detailed filing. Detailed filing data is available for this year.$32.0$25.7$6.26$9.36$9.17$0.19
2022Detailed filing. Detailed filing data is available for this year.$32.4$26.3$6.08$9.93$9.07$0.86
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$15.7$5.22$8.92$7.59$1.34
2020Detailed filing. Detailed filing data is available for this year.$21.1$17.2$3.88$8.69$7.56$1.13
2019Detailed filing. Detailed filing data is available for this year.$19.7$16.9$2.75$8.29$7.18$1.10
2018Detailed filing. Detailed filing data is available for this year.$19.6$17.9$1.65$7.79$6.94$0.85
2017Detailed filing. Detailed filing data is available for this year.$18.8$18.0$0.80$7.47$6.83$0.65
2016Summary only. Only limited summary data is available for this year.$18.4$18.3$0.15$6.69$6.52$0.18
2015Summary only. Only limited summary data is available for this year.$18.2$18.2$0.03$6.46$6.36$0.10
2014Summary only. Only limited summary data is available for this year.$13.8$13.6$0.23$6.62$6.47$0.14
2013Summary only. Only limited summary data is available for this year.$13.9$13.8$0.08$6.88$6.56$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$13.8$0.30$5.75
2011Summary only. Only limited summary data is available for this year.$13.3$13.8$0.49$5.07$5.14$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$13.8$0.42$4.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$11,161,628
Mission and Program Overview

Mission

To provide classical education and fine arts within a public charter school setting by building the foundation of knowledge and critical thinking skills necessary for children to become independent.

The education of students grades k-9.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$23,530,501$23,283,731▼ $246,770
Cash and Non-Interest-Bearing Accounts$4,180,311$5,369,380▲ $1,189,069
Investments in Publicly Traded Securities$3,567,138$2,576,609▼ $990,529
Pledges and Grants Receivable$98,570$153,916▲ $55,346
Prepaid Expenses and Deferred Charges$66,235$16,117▼ $50,118
Accounts Receivable$8,171$8,736▲ $565
Total Assets$31,998,007$31,927,273▼ $70,734
Other Assets Total$547,081$518,784▼ $28,297
Liabilities
Tax Exempt Bond Liabilities$24,808,319$24,133,982▼ $674,337
Accounts Payable and Accrued Expenses$697,464$680,100▼ $17,364
Mortgage Notes Payable Secured by Investment Property$230,268$186,292▼ $43,976
Total Liabilities$25,736,051$25,000,374▼ $735,677
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,755,859$4,423,647▲ $1,667,788
Net Assets With Donor Restrictions$3,506,097$2,503,252▼ $1,002,845
Total Net Assets Fund Balance$6,261,956$6,926,899▲ $664,943
Total Liabilities and Net Assets / Fund Balance$31,998,007$31,927,273▼ $70,734

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,827,308$3,772,569$21,599,877
Land$4,853,982-$4,853,982
Equipment$419,242$251,664$670,906
Other Land Buildings$183,199$50,672$233,871
Compensation and Service Providers
Top Officer Pay18th percentile

Board Members and Trustees

NameTitle
Anna MarkPresident
Lee PetersonVice President
Jim CollingsBoard Member
John CookBoard Member
Lara MurphyBoard Member
David RaySecretary
Alisha JohnsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestManagement Services290 N FLINT STREET, Kaysville, UT 84037$374,900
Lunch Pro LLCFood Services290 N FLINT STREET, Kaysville, UT 84037$181,835
Orion Educational Support Services LLCSpeech Therapy Services13927 S OSBORNE LN, Draper, UT 84020$106,983
Spencer GeneralConstruction Services6797 S ETRUSCAN WAY, West Jordan, UT 84084$106,903
Revenue and Support

Revenue Composition

Contributions and Grants
$10,431,933
Program Service Revenue
$323,097
Investment Income
$401,168
Other Revenue
$5,430
All Other Contributions
$6,471
Change in Net Assets
$664,943

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,161,628
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,161,628
Total Revenue per Form 990
$11,161,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,496,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$951,439--$951,439
Depreciation Depletion$687,908--$687,908
All Other Expenses$550,387$25,042-$575,429
Fees for Services Management$21,197$398,838-$420,035
Other Expenses$316,568$22,284-$338,852
Fees for Services Other$157,947$74,897-$232,844
Occupancy-$130,896-$130,896
Information Technology$80,466$4,439-$84,905
Insurance$61,919--$61,919
Fees for Services Accounting-$14,300-$14,300
Advertising-$10,014-$10,014
Travel-$100-$100
Total Functional Expenses$8,482,646$2,014,039$0$10,496,685

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,496,685
Total Expenses per Audited Statements$10,496,685
Total Expenses per Form 990$10,496,685
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
AUtah Charter School Finance Authority2014-09-29$17,799,331Refund of exempt bonds issued 12/18/2008 and 02/05/2009
BUtah Charter School Finance Authority2022-03-14$15,510,378Acquisition of land and construction of school

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$17,799,331$12,259,734$4,085,000$319,346
B$15,510,378$1,175,459$495,000$93,062

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 1A

“The governing body has delegated broad authority to the executive committee while the governing body is in between board meetings.”

Form 990, Part VI, Section A, Line 3

“Academica west, an unrelated organization, performs management and administrative duties for the school. Compensation paid to academica west for these services for the calendar year ended december 31, 2023 was $374,900.”

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

“The tax return is reviewed by the board president 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

“Board members annually sign conflict of interest statements.”

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

“Compensation is reviewed annually and approved by the board of directors using similar size organizations to assist in determining the compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Legacy Preparatory Academy
EIN
59-3810621
Phone
8015293151
Address
2214 S 1250 W, WOODS CROSS, UT 84087-2515

Signing Officer

Name
Anna Mark
Title
Board President
Phone
8015293151
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nyman Brooks
Formed
2005
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180
Preparer
Kyle Fritch CPA
Phone
8015322200
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

“All payroll and payroll related expenses are paid by helpside inc. (ein 84-1374112). As such, helpside inc. Submits payroll tax filings under their employer tax identification number for all withholding and payroll activity.”

Raw XML AppendixShowing 400 of 533 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/MissionDesc0TO PROVIDE CLASSICAL EDUCATION AND FINE ARTS WITHIN A PUBLIC CHARTER SCHOOL SETTING BY BUILDING THE FOUNDATION OF KNOWLEDGE AND CRITICAL THINKING SKILLS NECESSARY FOR CHILDREN TO BECOME INDEPENDENT.
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
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IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REC PROC 75-50 AS LONG AS ITS CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ACADEMY RECEIVES FUNDING FROM THE STATE OF UTAH AS ADMINISTERED BY THE UTAH STATE OFFICE OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN THE ACADEMY. THE ACADEMY HAS ALSO RECEIVED FEDERAL CHARTER SCHOOL GRANTS WHICH ARE PAID THROUGH THE UTAH STATE OFFICE OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
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IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/28/2024
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0DATE REBATE COMPUTATION PERFORMED
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IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd10
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IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02014-09-29
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFUND OF EXEMPT BONDS ISSUED 12/18/2008 AND 02/05/2009
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1ACQUISITION OF LAND AND CONSTRUCTION OF SCHOOL
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IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd10

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