Civic Intelligence

Treeside Charter School

990EZ • Fiscal year 2017 • EIN 81-3126123

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 26, 2018

Organization ProfileWWW.TREESIDECHARTER.ORG

View Organization Page

1727 South StateProvo, UT 84606

(385) 309-1668

Siviq Scores

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

Liabilities / Assets

98th percentile

3.00x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.71x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-114%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

$87,153

No earlier filing loaded for comparison.

Net Assets

-$174,200

No earlier filing loaded for comparison.

Liabilities

$261,353

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin4th percentile

Revenue

$152,938

No earlier filing loaded for comparison.

Expenses

$327,138

No earlier filing loaded for comparison.

Net Income

-$174,200

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MAssets 2017: $87,153Liabilities 2017: $261,353Net Assets 2017: -$174,2002017Assets 2018: $9,220,433Liabilities 2018: $9,388,537Net Assets 2018: -$168,1042018Assets 2019: $9,191,399Liabilities 2019: $9,205,515Net Assets 2019: -$14,1162019Assets 2020: $9,021,770Liabilities 2020: $9,057,561Net Assets 2020: -$35,7912020Assets 2021: $8,995,712Liabilities 2021: $8,741,796Net Assets 2021: $253,9162021Assets 2022: $8,755,124Liabilities 2022: $8,538,576Net Assets 2022: $216,5482022Assets 2023: $8,638,848Liabilities 2023: $8,406,086Net Assets 2023: $232,7622023Assets 2024: $10,054,475Liabilities 2024: $9,275,959Net Assets 2024: $778,5162024Assets 2025: $2,193,755Liabilities 2025: $1,432,989Net Assets 2025: $760,7662025

Highlighted filing

2017

Assets$87,153
Liabilities$261,353
Net Assets-$174,200
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $152,938Expenses 2017: $327,138Net Income 2017: -$174,2002017Revenue 2018: $3,020,712Expenses 2018: $3,010,750Net Income 2018: $9,9622018Revenue 2019: $3,394,871Expenses 2019: $3,244,311Net Income 2019: $150,5602019Revenue 2020: $3,530,519Expenses 2020: $3,553,011Net Income 2020: -$22,4922020Revenue 2021: $3,905,373Expenses 2021: $3,615,666Net Income 2021: $289,7072021Revenue 2022: $4,292,181Expenses 2022: $4,329,549Net Income 2022: -$37,3682022Revenue 2023: $4,331,548Expenses 2023: $4,315,334Net Income 2023: $16,2142023Revenue 2024: $4,857,804Expenses 2024: $4,312,050Net Income 2024: $545,7542024Revenue 2025: $5,523,151Expenses 2025: $5,055,683Net Income 2025: $467,4682025

Highlighted filing

2017

Revenue$152,938
Expenses$327,138
Net Income-$174,200
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 26, 2018
Return Version
2016v3.0
Gross Receipts
$152,938
Mission and Program Overview

Mission

A public charter school serving k-6 students a developmentally driven whole-child education.

Program Services

DescriptionGrantsExpenses
TO OPERATE A PUBLIC CHARTER SCHOOL.-$35,597
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY STUBBSChair-$0--
MATT MUSILTreasurer-$0--
CORINNA TANNERTrustee-$0--
OLIVER WHALEYTrustee-$0--
APRIL CLAWSONTrustee-$0--
STACIE MASONTrustee-$0--
TRISHA YOUNGTrustee-$0--
DENA LUNDGREENPrincipalPT$0--
Filing and Contact Details

Filer

Filer Name
Treeside Charter School
EIN
81-3126123
Phone
3853091668
Address
1727 SOUTH STATE, PROVO, UT 84606

Signing Officer

Name
Dena Lundgreen
Title
Principal
Phone
3853091668
Signed
2018-01-26
Discuss with paid preparer
Yes

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-ez, Part I, Line 8

“Other revenue 200 total 200”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 18,534 information technology 22,630 travel 847 conferences/meetings 6,990 insurance 1,000 supplies 19,296 textbooks 1,812 other 1,575 total 72,684”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 4,710 unsecured notes and loans payable 0 256,643”

Form 990-ez, Part III

“A public charter school serving k-6 students a developmentally driven whole-child education.”

Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARTER SOLUTIONS
IRS990EZ/BooksInCareOfDetail/PhoneNum08015480144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012608 SOUTH 125 WEST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DRAPER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084020
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087153
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0152738
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-174200
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0228898
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087153
IRS990EZ/GrossReceiptsAmt0152938
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-174200
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-174200
IRS990EZ/OccupancyRentUtltsAndMaintAmt08373
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIFFANY STUBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT MUSIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CORINNA TANNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3OLIVER WHALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4APRIL CLAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STACIE MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRISHA YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DENA LUNDGREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt072684
IRS990EZ/OtherRevenueTotalAmt0200
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A PUBLIC CHARTER SCHOOL SERVING K-6 STUDENTS A DEVELOPMENTALLY DRIVEN WHOLE-CHILD EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt017183
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO OPERATE A PUBLIC CHARTER SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035597
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0261353
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0327138
IRS990EZ/TotalProgramServiceExpensesAmt035597
IRS990EZ/TotalRevenueAmt0152938
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TREESIDECHARTER.ORG
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 200 TOTAL 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 18,534 INFORMATION TECHNOLOGY 22,630 TRAVEL 847 CONFERENCES/MEETINGS 6,990 INSURANCE 1,000 SUPPLIES 19,296 TEXTBOOKS 1,812 OTHER 1,575 TOTAL 72,684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 4,710 UNSECURED NOTES AND LOANS PAYABLE 0 256,643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A PUBLIC CHARTER SCHOOL SERVING K-6 STUDENTS A DEVELOPMENTALLY DRIVEN WHOLE-CHILD EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENA LUNDGREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum03853091668
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREESIDE CHARTER SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0TREE
ReturnHeader/Filer/EIN0813126123
ReturnHeader/Filer/PhoneNum03853091668
ReturnHeader/Filer/USAddress/AddressLine1Txt01727 SOUTH STATE
ReturnHeader/Filer/USAddress/CityNm0PROVO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084EF7F0412F8930BF78A9C5F1AF2848E1C3315C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId084EF7F0412F8930BF78A9C5F1AF2848E1C3315C2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 SOUTH 800 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840977737
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02018-01-31T11:59:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,153
Liabilities
$261,353
Net assets
-$174,200
Revenue
$152,938
Expenses
$327,138
Net income
-$174,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.19$1.43$0.76$5.52$5.06$0.47
2024Detailed filing. Detailed filing data is available for this year.$10.1$9.28$0.78$4.86$4.31$0.55
2023Detailed filing. Detailed filing data is available for this year.$8.64$8.41$0.23$4.33$4.32$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.76$8.54$0.22$4.29$4.33$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.00$8.74$0.25$3.91$3.62$0.29
2020Summary only. Only limited summary data is available for this year.$9.02$9.06$0.04$3.53$3.55$0.02
2019Summary only. Only limited summary data is available for this year.$9.19$9.21$0.01$3.39$3.24$0.15
2018Detailed filing. Detailed filing data is available for this year.$9.22$9.39$0.17$3.02$3.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.26$0.17$0.15$0.33$0.17