Civic Intelligence

Legacy Preparatory Academy

990 • Fiscal year 2023 • EIN 59-3810621

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 17, 2024

Organization ProfileWWW.LEGACYPREP.ORG

View Organization Page

2214 S 1250 WWoods Cross, UT 84087-2515

(801) 529-3151

Siviq Scores

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

Liabilities / Assets

87th percentile

0.80x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

2.75x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

45th percentile

2.0%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

24th percentile

-1.1%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-5.7%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$31,998,007

Down $368,258 (-1.1%) from 2022

Net Assets

Up

$6,261,956

Up $186,308 (+3.1%) from 2022

Liabilities

Down

$25,736,051

Down $554,566 (-2.1%) from 2022

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin45th percentile

Revenue

Down

$9,360,799

Down $566,856 (-5.7%) from 2022

Expenses

Up

$9,174,491

Up $102,911 (+1.1%) from 2022

Net Income

Down

$186,308

Down $669,767 (-78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$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

2023

Assets$31,998,007
Liabilities$25,736,051
Net Assets$6,261,956
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

2023

Revenue$9,360,799
Expenses$9,174,491
Net Income$186,308
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 17, 2024
Return Version
2022v5.0
Gross Receipts
$9,360,799
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$17,080,744$23,530,501▲ $6,449,757
Cash and Non-Interest-Bearing Accounts$1,993,672$4,180,311▲ $2,186,639
Investments in Publicly Traded Securities$12,598,540$3,567,138▼ $9,031,402
Prepaid Expenses and Deferred Charges$575,378$613,316▲ $37,938
Pledges and Grants Receivable$62,543$98,570▲ $36,027
Accounts Receivable$55,388$8,171▼ $47,217
Total Assets$32,366,265$31,998,007▼ $368,258
Liabilities
Tax Exempt Bond Liabilities$25,416,424$24,808,319▼ $608,105
Accounts Payable and Accrued Expenses$845,550$697,464▼ $148,086
Mortgage Notes Payable Secured by Investment Property$28,643$230,268▲ $201,625
Total Liabilities$26,290,617$25,736,051▼ $554,566
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,665,298$3,506,097▼ $6,159,201
Net Assets Without Donor Restrictions$-3,589,650$2,755,859▲ $6,345,509
Total Net Assets Fund Balance$6,075,648$6,261,956▲ $186,308
Total Liabilities and Net Assets / Fund Balance$32,366,265$31,998,007▼ $368,258

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,158,913$3,212,610$21,371,523
Land$4,820,233-$4,820,233
Equipment$321,382$286,054$607,436
Other Land Buildings$229,973$3,898$233,871
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Al PrannoPresident
Anna MarkVice President
Jim CollingsBoard Member
John CookBoard Member
Lee PetersonBoard Member
David RaySecretary
Alisha JohnsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Academica WestConsulting Services290 N FLINT STREET, Kaysville, UT 84037$389,771
Revenue and Support

Revenue Composition

Contributions and Grants
$8,868,066
Program Service Revenue
$159,317
Investment Income
$283,597
Other Revenue
$49,819
All Other Contributions
$10,558
Change in Net Assets
$186,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,360,799
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,360,799
Total Revenue per Form 990
$9,360,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,174,491
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$999,159--$999,159
Fees for Services Other$292,672$415,707-$708,379
Depreciation Depletion$615,258--$615,258
All Other Expenses$384,245$26,351-$410,596
Other Expenses$203,631$3,600-$207,231
Insurance$73,282$5,314-$78,596
Fees for Services Accounting-$15,450-$15,450
Advertising-$10,339-$10,339
Travel$3,523--$3,523
Total Functional Expenses$8,007,499$1,166,992$0$9,174,491

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,174,491
Total Expenses per Audited Statements$9,174,491
Total Expenses per Form 990$9,174,491
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$3,645,000$319,346
B$15,510,378$1,175,459$220,000$93,062

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
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
No

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 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

“Board members annually sign conflict of interest statements.”

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

“The executive director's 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 just as forms 990.”

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
Al Pranno
Title
Board President
Phone
8015293151
Signed
2024-04-17
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.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 514 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/OtherExpensesGrp/Desc1LEASED EMPLOYEE BENEFIT
IRS990/OtherExpensesGrp/Desc2CLEANING & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3EQUIPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0618858
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt171373
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23600
IRS990/OtherExpensesGrp/ProgramServicesAmt04071357
IRS990/OtherExpensesGrp/ProgramServicesAmt11134680
IRS990/OtherExpensesGrp/ProgramServicesAmt2229692
IRS990/OtherExpensesGrp/ProgramServicesAmt3203631
IRS990/OtherExpensesGrp/TotalAmt04690215
IRS990/OtherExpensesGrp/TotalAmt11206053
IRS990/OtherExpensesGrp/TotalAmt2229692
IRS990/OtherExpensesGrp/TotalAmt3207231
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt046334
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046334
IRS990/OtherRevenueTotalAmt046334
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt062543
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt098570
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0575378
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0613316
IRS990/PrincipalOfficerNm0NYMAN BROOKS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ACTIVITIES AND
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0159317
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0159317
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08698039
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01068903
IRS990/PYOtherExpensesAmt09071580
IRS990/PYOtherRevenueAmt0850
IRS990/PYProgramServiceRevenueAmt0159863
IRS990/PYRevenuesLessExpensesAmt0856075
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt09071580
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09927655
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0186308
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt03485
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0159317
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt018158913
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03212610
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt021371523
IRS990ScheduleD/EquipmentGrp/BookValueAmt0321382
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0286054
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0607436
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt09174491
IRS990ScheduleD/LandGrp/BookValueAmt04820233
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04820233
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0229973
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03898
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0233871
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09360799
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023530501
IRS990ScheduleD/TotalExpensesPerForm990Amt09174491
IRS990ScheduleD/TotalRevenuePerForm990Amt09360799
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09360799
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09174491
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 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
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd1B
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd01
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd11
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd11
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02014-09-29
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12022-03-14
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN1261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TJU8
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum191754TQ63
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt017799331
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt115510378
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1UTAH CHARTER SCHOOL FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd10
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0REFUND OF EXEMPT BONDS ISSUED 12/18/2008 AND 02/05/2009
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1ACQUISITION OF LAND AND CONSTRUCTION OF SCHOOL
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd10
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct10.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct10.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd11
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct10.00000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd11
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondDefeasedAmt04525000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt04171051
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt113415457
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd11
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt01049200
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt1826400
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0319346
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt193062
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt012259734
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt11175459
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$31,998,007
Liabilities
$25,736,051
Net assets
$6,261,956
Revenue
$9,360,799
Expenses
$9,174,491
Net income
$186,308
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