Civic Intelligence

Legacy Preparatory Academy

990 • Fiscal year 2025 • EIN 59-3810621

Jul 01, 2024 to Jun 30, 2025

Organization ProfileWWW.LEGACYPREP.ORG

View Organization Page

2214 S 1250 WWoods Cross, UT 84087-2515

(801) 294-2801

Siviq Scores

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

Liabilities / Assets

88th percentile

0.75x

Higher debt load relative to assets than 88% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

2.04x

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

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

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

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

37th percentile

2.2%

Faster asset growth than 37% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

7.7%

Faster revenue growth than 52% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$32,644,158

Up $716,885 (+2.2%) from 2024

Net Assets

Up

$8,139,786

Up $1,212,887 (+18%) from 2024

Liabilities

Down

$24,504,372

Down $496,002 (-2.0%) from 2024

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin61st percentile

Revenue

Up

$12,019,694

Up $858,066 (+7.7%) from 2024

Expenses

Up

$10,806,807

Up $310,122 (+3.0%) from 2024

Net Income

Up

$1,212,887

Up $547,944 (+82%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth37th 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: $6,926,8992024Assets 2025: $32,644,158Liabilities 2025: $24,504,372Net Assets 2025: $8,139,7862025

Highlighted filing

2025

Assets$32,644,158
Liabilities$24,504,372
Net Assets$8,139,786
Open 2025 Filing

Operations Trend

Revenue Growth52nd 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: $664,9432024Revenue 2025: $12,019,694Expenses 2025: $10,806,807Net Income 2025: $1,212,8872025

Highlighted filing

2025

Revenue$12,019,694
Expenses$10,806,807
Net Income$1,212,887
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 26, 2026
Return Version
2024v5.5
Gross Receipts
$12,019,694
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$23,283,731$23,509,183▲ $225,452
Savings and Temporary Cash Investments$5,369,380$5,618,356▲ $248,976
Investments in Publicly Traded Securities$2,576,609$2,688,822▲ $112,213
Pledges and Grants Receivable$153,916$185,254▲ $31,338
Accounts Receivable$8,736$8,149▼ $587
Prepaid Expenses and Deferred Charges$16,117$7,482▼ $8,635
Total Assets$31,927,273$32,644,158▲ $716,885
Other Assets Total$518,784$626,912▲ $108,128
Liabilities
Tax Exempt Bond Liabilities$24,133,982$23,440,660▼ $693,322
Accounts Payable and Accrued Expenses$680,100$922,811▲ $242,711
Mortgage Notes Payable Secured by Investment Property$186,292$140,901▼ $45,391
Total Liabilities$25,000,374$24,504,372▼ $496,002
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,423,647$5,495,100▲ $1,071,453
Net Assets With Donor Restrictions$2,503,252$2,644,686▲ $141,434
Total Net Assets Fund Balance$6,926,899$8,139,786▲ $1,212,887
Total Liabilities and Net Assets / Fund Balance$31,927,273$32,644,158▲ $716,885

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,391,912$4,365,560$21,757,472
Land$4,887,587-$4,887,587
Equipment$489,258$384,071$873,329
Other Land Buildings$740,426-$740,426
Compensation and Service Providers
Top Officer Pay10th percentile

Board Members and Trustees

NameTitle
John CookPresident
Lara MurphyVice President
David RayBoard Member
Lee PetersenBoard Member
Sandy MccleveBoard Member
Aimee HinojosaSecretary
Alisha JohnsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lunch Pro LLCFood Services290 N FLINT STREET, Kaysville, UT 84037$470,944
Academica WestBusiness Services290 N FLINT STREET, Kaysville, UT 84037$357,915
Orion Educational Support Services LLCSpeech Therapy Services13927 S OSBORNE LN, Draper, UT 84020$133,512
Revenue and Support

Revenue Composition

Contributions and Grants
$11,272,421
Program Service Revenue
$370,159
Investment Income
$365,959
Other Revenue
$11,155
All Other Contributions
$9,179
Change in Net Assets
$1,212,887

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,019,694
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,019,694
Total Revenue per Form 990
$12,019,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,806,807
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$859,116--$859,116
Depreciation Depletion-$818,281-$818,281
Fees for Services Management$19,507$463,895-$483,402
Occupancy$395,728$1,393-$397,121
Fees for Services Other$275,504$112,682-$388,186
Other Expenses$285,519$65,788-$351,307
All Other Expenses$100,265$66,530-$166,795
Information Technology$82,920$36,345-$119,265
Insurance-$63,715-$63,715
Fees for Services Accounting-$20,555-$20,555
Advertising-$2,323-$2,323
Travel-$34-$34
Total Functional Expenses$7,571,580$3,235,227$0$10,806,807

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,806,807
Total Expenses per Audited Statements$10,806,807
Total Expenses per Form 990$10,806,807
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$4,540,000$319,346
B$15,510,378$1,175,459$780,000$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, 2024 was $357,915.”

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
8012942801
Address
2214 S 1250 W, WOODS CROSS, UT 84087-2515

Signing Officer

Name
John Cook
Title
Board President
Phone
8012942801
Signed
2026-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Cook
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 535 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/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0186292
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0140901
IRS990/NetAssetsOrFundBalancesBOYAmt06926899
IRS990/NetAssetsOrFundBalancesEOYAmt08139786
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt011155
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt011155
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04423647
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05495100
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01393
IRS990/OccupancyGrp/ProgramServicesAmt0395728
IRS990/OccupancyGrp/TotalAmt0397121
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0518784
IRS990/OtherAssetsTotalGrp/EOYAmt0626912
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEE WAGES
IRS990/OtherExpensesGrp/Desc1LEASED EMPLOYEE BENEFIT
IRS990/OtherExpensesGrp/Desc2FOOD SERVICE MANAGEMENT
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0880128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1230809
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2472749
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt365788
IRS990/OtherExpensesGrp/ProgramServicesAmt04373436
IRS990/OtherExpensesGrp/ProgramServicesAmt11179585
IRS990/OtherExpensesGrp/ProgramServicesAmt2285519
IRS990/OtherExpensesGrp/TotalAmt05253564
IRS990/OtherExpensesGrp/TotalAmt11410394
IRS990/OtherExpensesGrp/TotalAmt2472749
IRS990/OtherExpensesGrp/TotalAmt3351307
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0153916
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0185254
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016117
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07482
IRS990/PrincipalOfficerNm0JOHN COOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ACTIVITIES AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0370159
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0370159
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010431933
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0401168
IRS990/PYOtherExpensesAmt010496685
IRS990/PYOtherRevenueAmt05430
IRS990/PYProgramServiceRevenueAmt0323097
IRS990/PYRevenuesLessExpensesAmt0664943
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010496685
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011161628
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01212887
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt011155
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0370159
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05369380
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05618356
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt017391912
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04365560
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt021757472
IRS990ScheduleD/EquipmentGrp/BookValueAmt0489258
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0384071
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0873329
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010806807
IRS990ScheduleD/LandGrp/BookValueAmt04887587
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04887587
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0740426
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0740426
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt012019694
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023509183
IRS990ScheduleD/TotalExpensesPerForm990Amt010806807
IRS990ScheduleD/TotalRevenuePerForm990Amt012019694
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012019694
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010806807
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/SupplementalInformationDetail/ExplanationTxt0ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/28/2024
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0DATE REBATE COMPUTATION PERFORMED
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/NoRebateDueInd01
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

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,644,158
Liabilities
$24,504,372
Net assets
$8,139,786
Revenue
$12,019,694
Expenses
$10,806,807
Net income
$1,212,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.6$24.5$8.14$12.0$10.8$1.21
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