Civic Intelligence

Utah Charter Academies Inc DBA American Preparatory Academy of Draper

990 • Fiscal year 2020 • EIN 68-0547532

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 2021

12894 S Pony Express RoadDraper, UT 84020

(801) 553-8500

Siviq Scores

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

Liabilities / Assets

89th percentile

0.91x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

1.84x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

40th percentile

1.4%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

23rd percentile

-1.0%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

12%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Down

$93,349,501

Down $937,339 (-1.0%) from 2019

Net Assets

Up

$8,190,633

Up $667,484 (+8.9%) from 2019

Liabilities

Down

$85,158,868

Down $1,604,823 (-1.8%) from 2019

Revenue

Up

$46,330,384

Up $5,085,760 (+12%) from 2019

Expenses

Up

$45,662,900

Up $4,006,885 (+9.6%) from 2019

Net Income

Up

$667,484

Up $1,078,875 (+262%) from 2019

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $9,153,733Liabilities 2010: $8,383,476Net Assets 2010: $770,2572010Assets 2011: $12,935,469Liabilities 2011: $10,708,775Net Assets 2011: $2,226,6942011Assets 2012: $11,770,886Liabilities 2012: $9,110,875Net Assets 2012: $2,660,0112012Assets 2013: $12,706,267Liabilities 2013: $9,372,085Net Assets 2013: $3,334,1822013Assets 2014: $14,145,230Liabilities 2014: $9,817,765Net Assets 2014: $4,327,4652014Assets 2015: $15,197,107Liabilities 2015: $10,187,532Net Assets 2015: $5,009,5752015Assets 2016: $46,334,448Liabilities 2016: $40,633,407Net Assets 2016: $5,701,0412016Assets 2017: $64,167,692Liabilities 2017: $56,098,980Net Assets 2017: $8,068,7122017Assets 2018: $98,510,797Liabilities 2018: $86,797,829Net Assets 2018: $11,712,9682018Assets 2019: $94,286,840Liabilities 2019: $86,763,691Net Assets 2019: $7,523,1492019Assets 2020: $93,349,501Liabilities 2020: $85,158,868Net Assets 2020: $8,190,6332020Assets 2021: $87,193,817Liabilities 2021: $86,496,815Net Assets 2021: $697,0022021Assets 2022: $92,151,541Liabilities 2022: $87,330,527Net Assets 2022: $4,821,0142022Assets 2023: $93,612,412Liabilities 2023: $85,098,820Net Assets 2023: $8,513,5922023Assets 2024: $94,981,894Liabilities 2024: $84,572,777Net Assets 2024: $10,409,1172024

Highlighted filing

2020

Assets$93,349,501
Liabilities$85,158,868
Net Assets$8,190,633

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $6,642,0382010Revenue 2011: $9,262,592Expenses 2011: $7,806,155Net Income 2011: $1,456,4372011Expenses 2012: $11,689,3892012Expenses 2013: $14,506,4712013Revenue 2014: $22,865,514Expenses 2014: $21,872,231Net Income 2014: $993,2832014Revenue 2015: $23,716,703Expenses 2015: $23,034,593Net Income 2015: $682,1102015Revenue 2016: $26,404,290Expenses 2016: $25,712,824Net Income 2016: $691,4662016Revenue 2017: $32,866,273Expenses 2017: $30,498,602Net Income 2017: $2,367,6712017Revenue 2018: $40,683,784Expenses 2018: $37,039,528Net Income 2018: $3,644,2562018Revenue 2019: $41,244,624Expenses 2019: $41,656,015Net Income 2019: -$411,3912019Revenue 2020: $46,330,384Expenses 2020: $45,662,900Net Income 2020: $667,4842020Revenue 2021: $47,458,045Expenses 2021: $49,516,844Net Income 2021: -$2,058,7992021Revenue 2022: $54,733,479Expenses 2022: $50,609,467Net Income 2022: $4,124,0122022Revenue 2023: $56,374,033Expenses 2023: $52,681,455Net Income 2023: $3,692,5782023Revenue 2024: $59,625,890Expenses 2024: $57,730,365Net Income 2024: $1,895,5252024

Highlighted filing

2020

Revenue$46,330,384
Expenses$45,662,900
Net Income$667,484
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.0
Gross Receipts
$46,330,384
Mission and Program Overview

Mission

To ensure each student achieves maximum academic success by teaching skills to mastery levels, imparting valuable knowledge, transmitting common culture that binds us as a nation, and exposing children to supreme examples of artistic and intellectual achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$59,890,969$58,998,282▼ $892,687
Investments Other Securities$20,093,778$16,904,280▼ $3,189,498
Savings and Temporary Cash Investments$3,398,769$4,536,392▲ $1,137,623
Cash and Non-Interest-Bearing Accounts$2,266,571$2,172,752▼ $93,819
Pledges and Grants Receivable$1,424,082$515,244▼ $908,838
Prepaid Expenses and Deferred Charges$219,387$15,568▼ $203,819
Accounts Receivable$73,923$9,756▼ $64,167
Total Assets$94,286,840$93,349,501▼ $937,339
Other Assets Total$6,919,361$10,197,227▲ $3,277,866
Liabilities
Tax Exempt Bond Liabilities$70,965,000$69,715,000▼ $1,250,000
Other Liabilities$7,702,430$7,377,818▼ $324,612
Mortgage Notes Payable Secured by Investment Property$4,808,846$4,697,314▼ $111,532
Accounts Payable and Accrued Expenses$2,801,551$2,924,700▲ $123,149
Deferred Revenue$485,864$444,036▼ $41,828
Total Liabilities$86,763,691$85,158,868▼ $1,604,823
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,523,149$8,190,633▲ $667,484
Total Net Assets Fund Balance$7,523,149$8,190,633▲ $667,484
Total Liabilities and Net Assets / Fund Balance$94,286,840$93,349,501▼ $937,339

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$44,982,585$7,681,410$52,663,995
Land$10,813,555-$10,813,555
Equipment$3,202,142$5,907,810$9,109,952
Other Assets Org$4,762,395--
Other Securities$16,904,280--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dee HendersonChairman
Ted HeapVice Chair
Phil CollinsCFO
Carolyn SharetteExecutive Di
Brad BlanchartMember
Stephanie HendersonSecretary
Thomas YoungTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
American Preparatory SchoolsMgmt Svcs9123 PERUVIAN CIRCLE, Sandy, UT 84093$6,525,172
Aj Carpet Cleaning And ServicesCarpet Cleaning3530 FEULNER DRIVE, West Valley City, UT 84128$250,985
Revenue and Support

Revenue Composition

Contributions and Grants
$44,644,900
Program Service Revenue
$1,252,482
Investment Income
$433,002
Other Revenue
$0
All Other Contributions
$7,785
Change in Net Assets
$667,484

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,330,384
Total Revenue per Audited Statements
$46,330,384
Total Revenue per Form 990
$46,330,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$27,583,113
Other Expenses$18,079,787
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$20,508,481$1,576,896-$22,085,377
Fees for Services Other$1,298,295$6,525,518-$7,823,813
Interest$2,582,050$862,796-$3,444,846
Other Employee Benefits$2,902,038$331,430-$3,233,468
Depreciation Depletion$1,951,427$649,998-$2,601,425
Payroll Taxes$1,406,674$160,651-$1,567,325
Occupancy$464,652$581,786-$1,046,438
Pension Plan Contributions$625,506$71,437-$696,943
Travel$408,479--$408,479
Other Expenses$342,868$454,870-$342,868
Fees for Services Legal-$127,552-$127,552
Fees for Services Accounting-$66,500-$66,500
All Other Expenses$14,788--$14,788
Conferences and Meetings$5,290--$5,290
Total Functional Expenses$34,253,466$11,409,434$0$45,662,900

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,662,900
Total Expenses per Audited Statements$45,662,900
Total Expenses per Form 990$45,662,900
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

Other Reported Liabilities

LiabilityAmount
Unamortized Bond Premium$7,377,818

Bond Issues

BondIssuerIssuedIssue PricePurpose
BUtah Charter School Finance Authori2018-06-06$41,935,000Qualified school construction and retiring of other debts.
AUtah Charter School Finance Authori2015-07-08$29,590,000Qualified school construction bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$46,490,257---
A$29,950,945--$844,655

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
No
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
Yes
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, Page 6, Part VI, Line 3

Organization delegates control over to a management group (american preparatory services, inc.) to perform many fiscal and administrative services.

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

Once the return has been prepared, it will be reviewed by management.

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

Management company develops the annual budget, including compensation of school employees. Approved by the board.

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

Management company develops the annual budget, including compensation for key employees. Approved by the board.

Form 990, Page 6, Part VI, Line 19

Such documents are made available upon request, just as forms 990.

Filing and Contact Details

Filer

Filer Name
Utah Charter Academies Inc
EIN
68-0547532
Phone
8015538500
Address
12894 S PONY EXPRESS ROAD, DRAPER, UT 84020
Doing Business As
American Preparatory Academy

Signing Officer

Name
Carolyn Sharette
Title
Executive Director
Phone
8015538500
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Sharette
Formed
2003
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
1,029
Volunteers
2,000

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To ensure each student achieves maximum academic success by teaching skills to mastery levels, imparting valuable knowledge, transmitting common culture that binds us as a nation, and exposing children to supreme examples of artistic and intellectual achievement.

Form 990, Part IX, Line 11G

Other fees 1,298,295 6,525,518 0

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IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04808846
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04697314
IRS990/NetAssetsOrFundBalancesBOYAmt07523149
IRS990/NetAssetsOrFundBalancesEOYAmt08190633
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07523149
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08190633
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0581786
IRS990/OccupancyGrp/ProgramServicesAmt0464652
IRS990/OccupancyGrp/TotalAmt01046438
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06919361
IRS990/OtherAssetsTotalGrp/EOYAmt010197227
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0331430
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02902038
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03233468
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2TEXTBOOKS AND EQUIPMENT
IRS990/OtherExpensesGrp/Desc3DUES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0454870
IRS990/OtherExpensesGrp/ProgramServicesAmt0681105
IRS990/OtherExpensesGrp/ProgramServicesAmt1620162
IRS990/OtherExpensesGrp/ProgramServicesAmt2441651
IRS990/OtherExpensesGrp/ProgramServicesAmt3342868
IRS990/OtherExpensesGrp/TotalAmt01135975
IRS990/OtherExpensesGrp/TotalAmt1620162
IRS990/OtherExpensesGrp/TotalAmt2441651
IRS990/OtherExpensesGrp/TotalAmt3342868
IRS990/OtherLiabilitiesGrp/BOYAmt07702430
IRS990/OtherLiabilitiesGrp/EOYAmt07377818
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01576896
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020508481
IRS990/OtherSalariesAndWagesGrp/TotalAmt022085377
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0160651
IRS990/PayrollTaxesGrp/ProgramServicesAmt01406674
IRS990/PayrollTaxesGrp/TotalAmt01567325
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt071437
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0625506
IRS990/PensionPlanContributionsGrp/TotalAmt0696943
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01424082
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0515244
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0219387
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015568
IRS990/PrincipalOfficerNm0CAROLYN SHARETTE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL LUNCH
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01163358
IRS990/ProgramServiceRevenueGrp/ExclusionAmt189124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01163358
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt189124
IRS990/ProgSrvcAccomActy2Grp/Desc0TO OPERATE A SCHOOL LUNCH PROGRAM SERVING STUDENTS AND FACULTY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01041653
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt089124
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt039155152
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0513082
IRS990/PYOtherExpensesAmt017992167
IRS990/PYProgramServiceRevenueAmt01576390
IRS990/PYRevenuesLessExpensesAmt0-411391
IRS990/PYSalariesCompEmpBnftPaidAmt023663848
IRS990/PYTotalExpensesAmt041656015
IRS990/PYTotalRevenueAmt041244624
IRS990/ReconcilationRevenueExpnssAmt0667484
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01163358
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03398769
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04536392
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt044982585
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07681410
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt052663995
IRS990ScheduleD/EquipmentGrp/BookValueAmt03202142
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05907810
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09109952
IRS990ScheduleD/ExpensesSubtotalAmt045662900
IRS990ScheduleD/LandGrp/BookValueAmt010813555
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010813555
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05434832
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt14762395
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0UNAMORTIZED BOND ISSUANCE COSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07377818
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNAMORTIZED BOND PREMIUM
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt016904280
IRS990ScheduleD/OtherSecuritiesGrp/Desc0RESTRICTED BOND INVESTMENT ACCOUNTS
IRS990ScheduleD/RevenueSubtotalAmt046330384
IRS990ScheduleD/TotalBookValueLandBuildingsAmt058998282
IRS990ScheduleD/TotalBookValueOtherAssetsAmt010197227
IRS990ScheduleD/TotalBookValueSecuritiesAmt016904280
IRS990ScheduleD/TotalExpensesPerForm990Amt045662900
IRS990ScheduleD/TotalLiabilityAmt07377818
IRS990ScheduleD/TotalRevenuePerForm990Amt046330384
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt046330384
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt045662900
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/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS THE SCHOOL'S CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES STATE AND FEDERAL GRANTS TO OPERATE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd1B
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd1false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0UTAH CHARTER SCHOOL FINANCE AUTHORIT QUALIFIED SCHOOL CONSTRUCTION BONDS
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt1UTAH CHARTER SCHOOL FINANCE AUTHORIT QUALIFIED SCHOOL CONSTRUCTION AND RETIRING OF OTHER DEBTS.
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0PURPOSE OF ISSUE DESCRIPTION
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc1PURPOSE OF ISSUE DESCRIPTION
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0true
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd1true
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02015-07-08
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12018-06-06
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN1261275269
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum091754TLN1
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum191754TWL3
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt029590000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt141935000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0UTAH CHARTER SCHOOL FINANCE AUTHORI
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1UTAH CHARTER SCHOOL FINANCE AUTHORI
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0true
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0QUALIFIED SCHOOL CONSTRUCTION BONDS
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc1QUALIFIED SCHOOL CONSTRUCTION AND RETIRING OF OTHER DEBTS.
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0true
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd1true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd1true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd1B

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.0$84.6$10.4$59.6$57.7$1.90
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.6$85.1$8.51$56.4$52.7$3.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.2$87.3$4.82$54.7$50.6$4.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.2$86.5$0.70$47.5$49.5$2.06
2020Detailed filing. Detailed filing data is available for this year.$93.3$85.2$8.19$46.3$45.7$0.67
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.3$86.8$7.52$41.2$41.7$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.5$86.8$11.7$40.7$37.0$3.64
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.2$56.1$8.07$32.9$30.5$2.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.3$40.6$5.70$26.4$25.7$0.69
2015Detailed filing. Detailed filing data is available for this year.$15.2$10.2$5.01$23.7$23.0$0.68
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$9.82$4.33$22.9$21.9$0.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$9.37$3.33$14.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$9.11$2.66$11.7
2011Summary only. Only limited summary data is available for this year.$12.9$10.7$2.23$9.26$7.81$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.15$8.38$0.77$6.64
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $50M-$100M nonprofits