2025-04-25T17:56:34-05:00 2024-06-30 202253063 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2023-07-01 870290194 WASATCH ACADEMY WASA 4354622411 120 S 100 W MT PLEASANT UT 84647 PAUL APPLEGARTH DIRECTOR OF FINANCE 4354622411 2025-03-19 1 0 MARC A METCALF P00170461 8015327444 2025-03-19 2023 2025-03-06 01:10:19Z PAUL APPLEGARTH 120 S 100 W MT PLEASANT UT 84647 14914160 0 X WWW.WASATCHACADEMY.ORG X 1972 UT WASATCH ACADEMY IS A NURTURING COMMUNITY EMPOWERING YOUNG PEOPLE TO DEVELOP ACADEMICALLY, SOCIALLY, EMOTIONALLY, PHYSICALLY, AND ETHICALLY, BY PREPARING THEM FOR THE OPPORTUNITY OF COLLEGE, WORK, AND A LIFETIME OF LEARNING AND CONTRIBUTING TO OUR GLOBAL SOCIETY. 13 13 191 50 0 0 1915773 1094779 13832479 13230993 410623 490359 0 0 16158875 14816131 3368691 2991831 0 0 7736783 7648767 0 0 167638 5846407 5928881 16951881 16569479 -793006 -1753348 45187850 44192456 7714259 6823276 37473591 37369180 WASATCH ACADEMY IS A NURTURING COMMUNITY EMPOWERING YOUNG PEOPLE TO DEVELOP ACADEMICALLY, SOCIALLY, EMOTIONALLY, PHYSICALLY, AND ETHICALLY, BY PREPARING THEM FOR THE OPPORTUNITY OF COLLEGE, WORK, AND A LIFETIME OF LEARNING AND CONTRIBUTING TO OUR GLOBAL SOCIETY. 0 0 13851103 2991831 13230993 STUDENT EDUCATION FOR APPROXIMATELY 220 STUDENTS IN A PRIVATE PREPARATORY HIGH SCHOOL 13851103 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 191 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X X PAUL APPLEGARTH 4354621400 120 S 100 W MT PLEASANT UT 84647 BILL BEDFORD TRUSTEE 0.00 X 0 0 0 JOE PORTER TRUSTEE 0.00 X 0 0 0 BLAKE REEMTSMA TRUSTEE 0.00 X 0 0 0 TOM PETERSON TRUSTEE 0.00 X 0 0 0 HADYN DAUGS MEMBER AT LARGE 0.00 X 0 0 0 JERRY HU TRUSTEE 0.00 X 0 0 0 RICK DIVAS TRUSTEE 0.00 X 0 0 0 TANA JAMBALDORJ TRUSTEE 0.00 X 0 0 0 LONNIE ELLIS PRESIDENT 0.00 X X 0 0 0 ALEXA STANGER TRUSTEE 0.00 X 0 0 0 GREGG GALECKI SECRETARY 0.00 X X 0 0 0 MICHAEL MURPHY TREASURER 0.00 X X 0 0 0 ROBERT KIMSEY VICE PRESIDENT 0.00 X X 0 0 0 ANNE-EVAN WILLIAMS HEAD OF SCHOOL 40.00 X X 300000 0 24000 PAUL APPLEGARTH CFO 40.00 X 201800 0 16144 GRAHAM JESSEE ASSISTANT HEAD OF SCHOOL FOR GLOBAL INITIATIVES 40.00 X 130000 0 10400 TYLER KENNEDY ASSISTANT HEAD OF SCHOOL FOR STUDENT LIFE 40.00 X 131400 0 10512 KERRY BEDELL ASSISTANT HEAD OF SCHOOL FOR INSTITUTIONAL ADVANCE 40.00 X 124500 0 9960 JONELLE LARSEN ASSISTANT HEAD OF SCHOOL FOR ACADEMIC PROGRAMS 40.00 X 102600 0 5130 990300 0 76146 6 0 1 0 0 1094779 329352 1094779 TUITION AND FEES 611710 11025847 11025847 DUAL DIPLOMA PROGRAM SERVICES 611710 1908153 1908153 AUXILIARY ACTIVITIES 611710 296993 296993 13230993 311016 311016 277372 98029 179343 179343 179343 14816131 13230993 0 490359 2991831 2991831 1066446 390042 676404 4977805 4389378 502024 86403 210023 175436 28187 6400 956026 761440 180745 13841 438467 349223 82896 6348 45521 45521 123607 123607 662594 306543 356051 234149 7518 203993 22638 26980 13554 6194 7232 218459 207815 10644 1030517 984251 46266 282198 149172 120723 12303 89410 46759 42651 1384033 1321752 62281 206618 197320 9298 EDUCATIONAL PROGRAM EXP 1481397 1463188 5736 12473 OTHER EXPENSES 143398 95881 47517 0 16569479 13851103 2550738 167638 1324982 270852 132761 1122360 754099 0 0 185178 44447016 20758607 24619972 23688409 17919898 18439069 13400 13400 422738 473188 45187850 44192456 91498 241512 4865317 3929096 2397047 2297670 360397 354998 7714259 6823276 X 28607977 27522997 8865614 9846183 37473591 37369180 45187850 44192456 -1753348 1648937 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8033206 371245 1242717 9647168 7042706 259290 731210 8033206 7174693 247936 -379923 7042706 5487493 15000 1672200 7174693 5339652 99826 54001 5493479 0.45935 0.54064 0 0 1044152 1044152 38954291 17225838 21728453 2955494 2656348 299146 1493079 876421 616658 23688409 ACCRUED LIABILITIES 354998 354998 X 13473238 1648937 1648937 11824301 2991831 2991831 14816132 13577648 0 13577648 2991831 2991831 16569479 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 X, LINE 2: AS OF JUNE 30, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GIVEN NETTED WITH REVENUE PER AUDIT 2,991,831. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GIVEN NETTED WITH REVENUE PER AUDIT 2,991,831. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL PUBLISHED AND BROADCASTED ADVERTISING CONTAINS A STATEMENT OF A NONDISCRIMINATORY POLICY. NORTH AMERICA (CANADA AND MEXICO) RECRUITING FOR NEW STUDENTS 6670 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, RECRUITING FOR NEW STUDENTS 92150 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RECRUITING FOR NEW STUDENTS 13434 0 0 0 0 0 0 112254 0 112254 0 0 0 0 0 0 0 FINANCIAL AID 71 2991831 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ANNE-EVAN WILLIAMS HEAD OF SCHOOL 300000 0 0 0 0 0 0 0 24000 0 324000 0 0 0 PAUL APPLEGARTH CFO 201800 0 0 0 0 0 0 0 16144 0 217944 0 0 0 X 3 329351 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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 IN A PREVIOUS YEAR AS PART OF CREATING A MULTI-YEAR EMPLOYMENT CONTRACT FOR THE HEAD OF THE SCHOOL, THE SCHOOL HIRED AN INDEPENDENT CONSULTANT. THE CONSULTANT PROVIDED EXPERTISE RELATIVE TO HEAD OF SCHOOL COMPENSATION FOR PRIVATE SCHOOLS. UTILIZING THIS INFORMATION, THE BOARD OF TRUSTEES, COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, ISSUED A MULTI-YEAR EMPLOYMENT CONTRACT TO THE HEAD OF SCHOOL. COMPETITIVE DATA ON THE COMPENSATION FOR ALL FORM 990 REPORTED EMPLOYEES IS DEVELOPED FROM PUBLISHED PRIVATE SCHOOL COMPENSATION INFORMATION. THIS INFORMATION IS REVIEWED ANNUALLY BY THE HEAD OF SCHOOL. COMPENSATION DECISIONS FOR THESE EMPLOYEES, ALONG WITH COMPETITIVE COMPENSATION INFORMATION ARE THEN REVIEWED BY THE EXECUTIVE 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. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.