Civic Intelligence

Wasatch Academy

990 • Fiscal year 2016 • EIN 87-0290194

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization ProfileWWW.WASATCHACADEMY.ORG

View Organization Page

120 S 100 WMT Pleasant, UT 84647

(435) 462-2411

Siviq Scores

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

Liabilities / Assets

49th percentile

0.26x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.51x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

85th percentile

26%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

89th percentile

25%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

23%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$38,096,460

Up $7,573,942 (+25%) from 2015

Net Assets

Up

$28,135,616

Up $5,055,305 (+22%) from 2015

Liabilities

Up

$9,960,844

Up $2,518,637 (+34%) from 2015

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin85th percentile

Revenue

Up

$19,503,695

Up $3,676,790 (+23%) from 2015

Expenses

Up

$14,447,021

Up $1,510,042 (+12%) from 2015

Net Income

Up

$5,056,674

Up $2,166,748 (+75%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$60M$40M$20M$0Assets 2010: $16,875,298Liabilities 2010: $6,961,276Net Assets 2010: $9,914,0222010Assets 2011: $18,460,628Liabilities 2011: $7,799,063Net Assets 2011: $10,661,5652011Assets 2012: $25,614,239Liabilities 2012: $8,198,322Net Assets 2012: $17,415,9172012Assets 2013: $26,205,671Liabilities 2013: $7,370,230Net Assets 2013: $18,835,4412013Assets 2014: $28,804,323Liabilities 2014: $8,613,538Net Assets 2014: $20,190,7852014Assets 2015: $30,522,518Liabilities 2015: $7,442,207Net Assets 2015: $23,080,3112015Assets 2016: $38,096,460Liabilities 2016: $9,960,844Net Assets 2016: $28,135,6162016Assets 2017: $38,106,717Liabilities 2017: $9,733,010Net Assets 2017: $28,373,7072017Assets 2018: $42,249,769Liabilities 2018: $11,643,596Net Assets 2018: $30,606,1732018Assets 2019: $42,515,048Liabilities 2019: $10,856,669Net Assets 2019: $31,658,3792019Assets 2020: $41,647,203Liabilities 2020: $7,841,744Net Assets 2020: $33,805,4592020Assets 2021: $45,204,427Liabilities 2021: $8,501,777Net Assets 2021: $36,702,6502021Assets 2022: $45,866,695Liabilities 2022: $8,414,085Net Assets 2022: $37,452,6102022Assets 2023: $45,187,850Liabilities 2023: $7,714,259Net Assets 2023: $37,473,5912023Assets 2024: $44,192,456Liabilities 2024: $6,823,276Net Assets 2024: $37,369,1802024

Highlighted filing

2016

Assets$38,096,460
Liabilities$9,960,844
Net Assets$28,135,616
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $8,874,4162010Expenses 2011: $9,641,7332011Expenses 2012: $10,949,6202012Expenses 2013: $11,679,5162013Revenue 2014: $13,726,530Expenses 2014: $12,370,586Net Income 2014: $1,355,9442014Revenue 2015: $15,826,905Expenses 2015: $12,936,979Net Income 2015: $2,889,9262015Revenue 2016: $19,503,695Expenses 2016: $14,447,021Net Income 2016: $5,056,6742016Revenue 2017: $20,208,831Expenses 2017: $19,970,740Net Income 2017: $238,0912017Revenue 2018: $23,824,566Expenses 2018: $21,592,100Net Income 2018: $2,232,4662018Revenue 2019: $22,311,821Expenses 2019: $21,259,615Net Income 2019: $1,052,2062019Revenue 2020: $23,011,551Expenses 2020: $20,864,471Net Income 2020: $2,147,0802020Revenue 2021: $19,477,280Expenses 2021: $16,580,089Net Income 2021: $2,897,1912021Revenue 2022: $17,823,805Expenses 2022: $16,375,497Net Income 2022: $1,448,3082022Revenue 2023: $16,158,875Expenses 2023: $16,951,881Net Income 2023: -$793,0062023Revenue 2024: $14,816,131Expenses 2024: $16,569,479Net Income 2024: -$1,753,3482024

Highlighted filing

2016

Revenue$19,503,695
Expenses$14,447,021
Net Income$5,056,674
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$19,513,916
Mission and Program Overview

Mission

To provide student education for students in a private preparatory high school

STUDENT EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,582,693$21,351,083▲ $2,768,390
Investments in Publicly Traded Securities$5,444,289$9,648,376▲ $4,204,087
Cash and Non-Interest-Bearing Accounts$375,789$1,900,775▲ $1,524,986
Savings and Temporary Cash Investments$4,642,723$1,436,407▼ $3,206,316
Pledges and Grants Receivable$434,444$107,453▼ $326,991
Inventories for Sale or Use$103,693$0▼ $103,693
Accounts Receivable$37,608$0▼ $37,608
Investments Other Securities$13,400$13,400→ $0
Total Assets$30,522,518$38,096,460▲ $7,573,942
Other Assets Total$887,879$3,638,966▲ $2,751,087
Liabilities
Deferred Revenue$4,933,287$5,301,741▲ $368,454
Mortgage Notes Payable Secured by Investment Property$1,395,445$3,543,148▲ $2,147,703
Other Liabilities$746,167$846,548▲ $100,381
Accounts Payable and Accrued Expenses$367,308$269,407▼ $97,901
Total Liabilities$7,442,207$9,960,844▲ $2,518,637
Net Assets / Fund Balance
Unrestricted Net Assets$19,597,837$20,110,480▲ $512,643
Temporarily Rstr Net Assets$2,005,904$4,042,485▲ $2,036,581
Permanently Rstr Net Assets$1,476,570$3,982,651▲ $2,506,081
Total Net Assets Fund Balance$23,080,311$28,135,616▲ $5,055,305
Total Liabilities and Net Assets / Fund Balance$30,522,518$38,096,460▲ $7,573,942

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,525,746$8,627,663$28,153,409
Equipment$704,456$2,109,329$2,813,785
Other Land Buildings$383,357$491,408$874,765
Land$737,524-$737,524
Other Assets Org$3,438,878--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,693,246$2,507,450▼ $68,091$112,050$5,019,186
2014$2,746,559$13,210▼ $15,623$50,500$2,693,246
2013$2,205,980$253,658▲ $287,521-$2,746,559
2012$2,051,595$8,438▲ $146,548-$2,205,980
2011$2,046,546-▲ $5,647-$2,051,595
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph LoftinHead of SchoolFT$350,000$23,500$373,500
Paul ApplegarthAssistant Head of School FFT$170,000$13,600$183,600
Thomas SchenckAssistant Head of School FFT$144,200$11,536$155,736
Brian MccauleyEmployeeFT$124,615$9,969$134,584
Chris HawkEmployeeFT$110,000$8,800$118,800
Tyler KennedyDean of Residential LifeFT$109,500$8,760$118,260

Board Members and Trustees

NameTitle
Steve RaynerTrustee/president
Terry FeeneyTrustee/vice President
Deborah HelitzerTrustee
Fred AxelgardTrustee
Gary RoylanceTrustee
Jack McallisterTrustee
Kelley ArnoldTrustee
Leslie Diane PostonTrustee
Michael MurphyTrustee
Terri MccarthyTrustee
Katie HallettTrustee/secretary
Val FerneliusTrustee/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,852,371
Program Service Revenue
$13,609,384
Investment Income
$14,620
Other Revenue
$27,320
All Other Contributions
$5,852,371
Change in Net Assets
$5,056,674

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,509,776
Revenue Not Reported on Financial Statements
$-6,081
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-6,081
Total Revenue per Audited Statements
$19,509,776
Total Revenue per Form 990
$19,503,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,731,755
Salaries, Compensation, and Employee Benefits$6,715,266
Total Fundraising Expense$490,262
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,152,954$692,491$126,234$4,971,679
Depreciation Depletion$1,211,079$24,716-$1,235,795
Insurance$901,793$246,893$42,487$1,191,173
Current Officers, Directors, Trustees, and Key Employees$371,644$557,100$155,736$1,084,480
Other Expenses$465,283$3,731$40,559$465,283
Information Technology$349,042$95,980$16,692$461,714
Payroll Taxes$319,272$100,593$17,494$437,359
All Other Expenses$339,299--$339,299
Pension Plan Contributions$195,323$24,225$2,200$221,748
Travel$25,053$126,504$55,392$206,949
Interest$71,627--$71,627
Advertising-$27,662$33,468$61,130
Fees for Services Accounting-$34,317-$34,317
Fees for Services Legal-$34,272-$34,272
Total Functional Expenses$11,154,708$2,802,051$490,262$14,447,021

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,453,102
Expenses per Audited Statements$14,447,021
Total Expenses per Form 990$14,447,021
Expenses Not Reported on Form 990$6,081
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$324,362

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the Pacific -Recruiting for New Students--0$238,956
South America - Argentina, Bolivia,Recruiting for New Students--0$50,689
Europe (including Iceland & Greenland) -Recruiting for New Students--0$33,412
Middle East and North Africa -Recruiting for New Students--0$1,305
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,960
Fundraising Direct Expenses$2,640
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$29,960$29,960$2,640$27,320
Total Events$29,960$29,960$2,640$27,320
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$846,548

Bond Issues

BondIssuerIssuedIssue PricePurpose
ASanpete County2003-05-01$2,675,000School facility revenue bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

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
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Management and the board of trustees reviewed the return before it was filed.”

Form 990, Part VI, Section B, Line 12C

“The board of trustees and all key employees sign a conflict of interest policy and disclosure every year. All disclosures are reviewed and maintained by the board of trustees.”

Form 990, Part VI, Section B, Line 15

“The school hires an independent consultant to develop information on the headmaster's compensation relative to competitive private schools' headmasters. This information is then reviewed with the headmaster committee of the board, comprised entirely of independent directors, who makes the compensation decision for the headmaster. Competitive data on the compensation of other form 990 reported employees at the school is developed from published private school compensation information and reviewed with the headmaster. Compensation decisions for these employees, along with competitive compensation information are then reviewed by the headmaster committee of the board, comprised entirely of independent directors. Compensation of all form 990 employees is reported to the entire board as part of the form 990 review process.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Wasatch Academy
EIN
87-0290194
Phone
4354622411
Address
120 S 100 W, MT PLEASANT, UT 84647

Signing Officer

Name
Paul Applegarth
Title
Director of Finance
Phone
4354622411
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Applegarth
Formed
1972
Legal Domicile
Ut
Voting Board Members
12
Independent Board Members
12
Employees
205
Volunteers
50

Preparer

Firm
Tanner LLC
Address
36 S STATE STREET SUITE 600, SALT LAKE CITY, UT 84111
Preparer
Marc a Metcalf
Phone
8015327444
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Reserve for student loan losses -1,369.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior years.”

Financial Statement Notes

PART V, LINE 4:

“The largest portion of the endowment earnings can be used for day to day operations. The remainder of the endowment earnings can be used for scholarship. The principal of all the endowments are permanently restricted.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of fixed assets included in functional expenses -6,081.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of fixed assets included in functional expenses 6,081.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0350000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13170000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14144200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15109500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16124615
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17110000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE/VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT HEAD OF SCHOOL F
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSISTANT HEAD OF SCHOOL F
IRS990/Form990PartVIISectionAGrp/TitleTxt15DEAN OF RESIDENTIAL LIFE
IRS990/Form990PartVIISectionAGrp/TitleTxt16EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt02640
IRS990/FundraisingGrossIncomeAmt029960
IRS990/GainOrLossGrp/OtherAmt0-6081
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01500
IRS990/GrossReceiptsAmt019513916
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt016692
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt095980
IRS990/InformationTechnologyGrp/ProgramServicesAmt0349042
IRS990/InformationTechnologyGrp/TotalAmt0461714
IRS990/InsuranceGrp/FundraisingAmt042487
IRS990/InsuranceGrp/ManagementAndGeneralAmt0246893
IRS990/InsuranceGrp/ProgramServicesAmt0901793
IRS990/InsuranceGrp/TotalAmt01191173
IRS990/InterestGrp/ProgramServicesAmt071627
IRS990/InterestGrp/TotalAmt071627
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0103693
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt020701
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020701
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt013400
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt013400
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05444289
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09648376
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011228400
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018582693
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021351083
IRS990/LandBldgEquipCostOrOtherBssAmt032579483
IRS990/LegalDomicileStateCd0UT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt07581
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE STUDENT EDUCATION FOR STUDENTS IN A PRIVATE PREPARATORY HIGH SCHOOL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01395445
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03543148
IRS990/NetAssetsOrFundBalancesBOYAmt023080311
IRS990/NetAssetsOrFundBalancesEOYAmt028135616
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6081
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6081
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt027320
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt027320
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt024000
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0887879
IRS990/OtherAssetsTotalGrp/EOYAmt03638966
IRS990/OtherChangesInNetAssetsAmt0-1369
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc2FACILITIES EXPENSE
IRS990/OtherExpensesGrp/Desc3EDUCATIONAL PROGRAM EXP
IRS990/OtherExpensesGrp/FundraisingAmt040559
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0829920
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13647
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23731
IRS990/OtherExpensesGrp/ProgramServicesAmt0761090
IRS990/OtherExpensesGrp/ProgramServicesAmt11124369
IRS990/OtherExpensesGrp/ProgramServicesAmt2866880
IRS990/OtherExpensesGrp/ProgramServicesAmt3465283
IRS990/OtherExpensesGrp/TotalAmt01631569
IRS990/OtherExpensesGrp/TotalAmt11128016
IRS990/OtherExpensesGrp/TotalAmt2870611
IRS990/OtherExpensesGrp/TotalAmt3465283
IRS990/OtherLiabilitiesGrp/BOYAmt0746167
IRS990/OtherLiabilitiesGrp/EOYAmt0846548
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0126234
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0692491
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04152954
IRS990/OtherSalariesAndWagesGrp/TotalAmt04971679
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt017494
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0100593
IRS990/PayrollTaxesGrp/ProgramServicesAmt0319272
IRS990/PayrollTaxesGrp/TotalAmt0437359
IRS990/PensionPlanContributionsGrp/FundraisingAmt02200
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024225
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0195323
IRS990/PensionPlanContributionsGrp/TotalAmt0221748
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01476570
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03982651
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0434444
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0107453
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL APPLEGARTH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILIARY ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012005103
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11604281
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012005103
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11604281
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01795754
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt033258
IRS990/PYOtherExpensesAmt06925685
IRS990/PYOtherRevenueAmt013304
IRS990/PYProgramServiceRevenueAmt013984589
IRS990/PYRevenuesLessExpensesAmt02889926
IRS990/PYSalariesCompEmpBnftPaidAmt06011294
IRS990/PYTotalExpensesAmt012936979
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015826905
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt05056674
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013636704
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04642723
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01436407
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/BookValueAmt019525746
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08627663
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt028153409
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01369
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02693246
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02507450
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05019186
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-68091
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0112050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02746559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013210
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02693246
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15623
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt050500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02205980
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0253658
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02746559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0287521

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,096,460
Liabilities
$9,960,844
Net assets
$28,135,616
Revenue
$19,503,695
Expenses
$14,447,021
Net income
$5,056,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.2$6.82$37.4$14.8$16.6$1.75
2023Detailed filing. Detailed filing data is available for this year.$45.2$7.71$37.5$16.2$17.0$0.79
2022Detailed filing. Detailed filing data is available for this year.$45.9$8.41$37.5$17.8$16.4$1.45
2021Detailed filing. Detailed filing data is available for this year.$45.2$8.50$36.7$19.5$16.6$2.90
2020Detailed filing. Detailed filing data is available for this year.$41.6$7.84$33.8$23.0$20.9$2.15
2019Detailed filing. Detailed filing data is available for this year.$42.5$10.9$31.7$22.3$21.3$1.05
2018Detailed filing. Detailed filing data is available for this year.$42.2$11.6$30.6$23.8$21.6$2.23
2017Detailed filing. Detailed filing data is available for this year.$38.1$9.73$28.4$20.2$20.0$0.24
2016Detailed filing. Detailed filing data is available for this year.$38.1$9.96$28.1$19.5$14.4$5.06
2015Detailed filing. Detailed filing data is available for this year.$30.5$7.44$23.1$15.8$12.9$2.89
2014Detailed filing. Detailed filing data is available for this year.$28.8$8.61$20.2$13.7$12.4$1.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$7.37$18.8$11.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$8.20$17.4$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$7.80$10.7$9.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$6.96$9.91$8.87