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NORTH DAVIS PREPARATORY ACADEMY INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NORTH DAVIS PREPARATORY ACADEMY INC (EIN 76-0762107)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-17
IRS object ID
202441089349302019
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-17T17:49:53-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 TRIAD CENTER STE 600AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP841801106ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760762107EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTH DAVIS PREPARATORY ACADEMYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone8015471809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11765 W HILL FIELD RDAddressLine1Txt
CityLAYTONCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84041ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMONTE POLLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8015471809PhoneNum
Signature2024-04-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMONTEPersonFirstNm
Person LastPOLLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE FRITCH CPAPreparerPersonNm
PTINP01313374PTIN
Phone8015322200PhoneNum
Preparation2024-04-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMONTE POLLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11765 W HILL FIELD RDAddressLine1Txt
CityLAYTONCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84041ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,669,799GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NORTHDAVISPREP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateUTLegalDomicileStateCd
Activity Or MissionTHE EDUCATION OF STUDENTS GRADES K-9.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,819,056PYContributionsGrantsAmt
CY Contributions Grants$10,204,646CYContributionsGrantsAmt
PY Program Service Revenue$187,108PYProgramServiceRevenueAmt
CY Program Service Revenue$359,722CYProgramServiceRevenueAmt
PY Investment Income$8,182PYInvestmentIncomeAmt
CY Investment Income$105,431CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$9,014,346PYTotalRevenueAmt
CY Total Revenue$10,669,799CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$8,190,290PYOtherExpensesAmt
CY Other Expenses$9,010,597CYOtherExpensesAmt
PY Total Expenses$8,190,290PYTotalExpensesAmt
CY Total Expenses$9,010,597CYTotalExpensesAmt
PY Revenues Less Expenses$824,056PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,659,202CYRevenuesLessExpensesAmt
Total Assets BOY$16,041,438TotalAssetsBOYAmt
Total Assets EOY$17,531,436TotalAssetsEOYAmt
Total Liabilities BOY$12,436,248TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,267,044TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,605,190NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,264,392NetAssetsOrFundBalancesEOYAmt
MissionNORTH DAVIS PREPARATORY ACADEMY STUDENTS WILL DEVELOP A LOVE OF LEARNING, EXPERIENCE HIGH ACADEMIC ACHIEVEMENT, AND ENJOY HIGH BI-LITERATE PROFICIENCY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,413,223ExpenseAmt
Revenue$359,722RevenueAmt
DescTHE EDUCATION OF STUDENTS GRADES K-9; STUDENTS ENROLLED WITH AN EMPHASIS IN MASTERY OF READING AND MATH AND AN OPPORTUNITY FOR BILINGUAL SPANISH/ENGLISH INSTRUCTION. A RATIO OF 25 STUDENTS PER TEACHER IS ALSO MAINTAINED.Desc
Total Program Service Expenses$7,413,223TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRAD TAYLORPersonNm
Phone8014449378PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1290 N FLINT STREETAddressLine1Txt
CityKAYSVILLECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84037ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MONTE POLL
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
MAGGIE ARAVE
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DALE PFISTER
BOARD MEMBER2.00Yes (X)$0$0$0
RITA BROCK
SECRETARY2.00Yes (X)Yes (X)$0$0$0
CLINT HEINER
BOARD MEMBER2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACADEMICA WESTBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1290 N FLINT STREETAddressLine1Txt
CityKAYSVILLECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84037ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTING SERVICESServicesDesc
Compensation$387,262CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$9,336,432GovernmentGrantsAmt
All Other Contributions$868,214AllOtherContributionsAmt
Total Contributions$10,204,646TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSCHOOL SERVICESDesc
Business611110BusinessCd
Total Revenue Column$359,722TotalRevenueColumnAmt
Related Or Exempt Func Income$359,722RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$359,722TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,431TotalRevenueColumnAmt
Exclusion$105,431ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,669,799TotalRevenueColumnAmt
Related Or Exempt Func Income$359,722RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$105,431ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$629,696TotalAmt
Program Services$166,631ProgramServicesAmt
Management And General$463,065ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,898TotalAmt
Program Services$2,144ProgramServicesAmt
Management And General$754ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$188,125TotalAmt
Program Services$173,723ProgramServicesAmt
Management And General$14,402ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$391,417TotalAmt
Program Services$391,417ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$424,550TotalAmt
Program Services$424,550ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$35,407TotalAmt
Program Services$35,407ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
LEASED EMPLOYEE WAGES$4,894,067$4,362,864$531,203
LEASED EMPLOYEE BENEFIT$1,363,251$1,205,918$157,333
SUPPLIES-RELATED$403,623$62,317$341,306
FOOD$165,649$165,649

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$511,914TotalAmt
Program Services$422,603ProgramServicesAmt
Management And General$89,311ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,010,597TotalAmt
Program Services$7,413,223ProgramServicesAmt
Management And General$1,597,374ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,083,036BOYAmt
EOY$1,885,433EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$341,070BOYAmt
EOY$481,138EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$661,716BOYAmt
EOY$3,892EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,982BOYAmt
EOY$237,335EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,134,459LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,411,217LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,606,934BOYAmt
EOY$10,723,242EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,340,700BOYAmt
EOY$4,200,396EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,041,438BOYAmt
EOY$17,531,436EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$827,648BOYAmt
EOY$1,077,411EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,600BOYAmt
EOY$24,633EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,605,000BOYAmt
EOY$11,165,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,436,248BOYAmt
EOY$12,267,044EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,450,161BOYAmt
EOY$4,176,308EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,155,029BOYAmt
EOY$1,088,084EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,605,190BOYAmt
EOY$5,264,392EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,041,438BOYAmt
EOY$17,531,436EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,659,202ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,464,472OtherCostOrOtherBasisAmt
Book Value$1,464,472BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,942,105OtherCostOrOtherBasisAmt
Depreciation$4,168,043DepreciationAmt
Book Value$8,774,062BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$727,882OtherCostOrOtherBasisAmt
Depreciation$243,174DepreciationAmt
Book Value$484,708BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,723,242TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$10,669,799TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$10,669,799RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,669,799TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,010,597TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,010,597ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,010,597TotalExpensesPerForm990Amt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships Recs0MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol0MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE ORGANIZATION IS A STATE FUNDED CHARTER SCHOOL AND THUS FOLLOWS ALL FEDERAL AND STATE NONDISCRIMINATION POLICIES.
SCHEDULE E, PART I, LINE 4THE ORGANIZATION IS STATE FUNDED AND DOES NOT SOLICIT DONATIONS OR CONTRIBUTIONS.
SCHEDULE E, PART I, LINE 6THE ORGANIZATION RECEIVES STATE AND FEDERAL FUNDING TO OPERATE THE SCHOOL.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1UTAH CHARTER SCHOOL FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN261275269BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2020-11-02BondIssuedDt
Issue Price$12,150,000IssuePriceAmt
PurposeREFUND TAX EXEMPT BONDS ISSUED 6/28/2010PurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$985,000RetiredAmt
Total Proceeds$12,150,000TotalProceedsAmt
Issuance Costs From Proceeds$232,357IssuanceCostsFromProceedsAmt
Other Spent Proceeds$11,917,643OtherSpentProceedsAmt
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2AALL PAYROLL AND PAYROLL RELATED EXPENSES ARE PAID BY HELPSIDE INC. (EIN 84-1374112). AS SUCH, HELPSIDE INC. SUBMITS PAYROLL TAX FILINGS UNDER THEIR EMPLOYER TAX IDENTIFICATION NUMBER FOR ALL WITHHOLDING AND PAYROLL ACTIVITY.
FORM 990, PART VI, SECTION A, LINE 1ATHE BOARD OF DIRECTORS HAS DELEGATED BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE WHILE THE BOARD IS IN BETWEEN BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11BTHE TAX RETURN IS REVIEWED BY THE DIRECTOR AND AN INDEPENDENT BUSINESS MANAGER BEFORE THE RETURN IS FILED. THE BOARD REVIEWS THE RETURN AT THE NEXT BOARD MEETING, AFTER THE RETURN HAS BEEN FILED.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED AT MONTHLY BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD DETERMINES SCHOOL PRINCIPAL SALARY BASED ON EXPERIENCE AND COMPARISONS WITH OTHER SIMILAR SIZED CHARTER SCHOOLS.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING BUSINESS HOURS OF THE ORGANIZATION.
FORM 990, PART IX, LINE 11GPURCHASED PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 88,619. MANAGEMENT AND GENERAL EXPENSES 407,509. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 496,128. PUCHASED SERVICES - UNRELATED: PROGRAM SERVICE EXPENSES 78,012. MANAGEMENT AND GENERAL EXPENSES 55,556. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,568.
FORM 990, PART IX, LINE 24ECLEANING & MAINTENANCE: PROGRAM SERVICE EXPENSES 141,504. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 141,504. UTILITIES: PROGRAM SERVICE EXPENSES 116,517. MANAGEMENT AND GENERAL EXPENSES 9,928. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,445. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 62,962. MANAGEMENT AND GENERAL EXPENSES 10,882. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,844. FIELD TRIPS: PROGRAM SERVICE EXPENSES 45,710. MANAGEMENT AND GENERAL EXPENSES 12,192. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,902. EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 43,302. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,302. PRINTED & PUBLISHED MATERIALS- RELATED: PROGRAM SERVICE EXPENSES 40,432. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,432. DUES & FEES: PROGRAM SERVICE EXPENSES 15,478. MANAGEMENT AND GENERAL EXPENSES 13,007. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,485.
FORM 990, PART XII, LINE 2CTHE BOARD OF DIRECTORS ACTS AS AN OVERSIGHT COMMITTEE FOR THE INDEPENDENT AUDITORS.

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