2026-01-23T12:37:34-06:00 2025-06-30 870343246 Squire & Company PC 1329 S 800 E Orem UT 84097 990 2024-07-01 204303874 Monticello Academy Inc MONT 8014178040 2782 South Corporate Park Drive West Valley City UT 84120 Dane Roberts Executive Director 8014178040 2026-01-22 1 1 M Paul Winward P00290039 8012256900 2026-01-21 2024 2025-03-06 01:10:19Z Dane Roberts 2782 South Corporate Park Drive West Valley City UT 84120 14611960 0 X www.monticelloacademy.net X 2006 UT The mission of Monticello Academy is to prepare students for higher education by providing a well-rounded, rigorous liberal arts education and developing the traditional American traits of hard work and strong moral character that lead to academic and life success. 5 5 220 735 0 0 12737573 13986120 199678 225769 103239 95506 43156 304565 13083646 14611960 0 0 0 0 9080004 9894206 0 0 41956 3756258 4031819 12836262 13926025 247384 685935 22312375 22467362 21230306 20736965 1082069 1730397 The mission of Monticello Academy is to prepare students for higher education by providing a well-rounded, rigorous liberal arts education and developing the traditional American traits of hard work and strong moral character that lead to academic and life success. 0 0 11589191 65907 To operate a public charter school for students from kindergarten to eighth grade. 927208 159862 To operate a school lunch program. 12516399 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 35 0 220 1 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Randi Limb 8014178040 2782 South Corporate Park Drive West Valley City UT 84120 Joel Coleman Trustee 1.00 X 0 0 0 Martell Winters Trustee 1.00 X 0 0 0 Emile Gibson Trustee 1.00 X 28675 0 0 Kim Coleman Trustee 1.00 X 0 0 0 Andrea Gonzales Trustee 1.00 X 0 0 0 Dane Roberts Executive Director 40.00 X 185552 0 52547 Lindsey Heinig Campus Director 40.00 X 108044 0 44110 322271 0 96657 2 0 1 0 0 13951937 34183 13986120 School lunch 159862 159862 School activities and fees 65907 65907 225769 95506 95506 4467 0 4467 4467 4467 Insurance settlement 250000 250000 Other 50098 50098 300098 14611960 525867 0 99973 214227 214227 6764662 5806792 957478 392 1326719 1326719 1067043 1018743 48275 25 521555 521555 7216 7216 32050 32050 465471 341416 124041 14 25793 25793 14850 14850 249785 249785 503421 458581 43447 1393 59154 59154 962703 865256 94547 2900 590530 559211 31266 53 59678 59678 Food 406050 406050 Supplies and materials 311685 245156 29350 37179 Textbooks and equipment 190420 190420 Repairs and maintenace 125264 125264 27749 27749 13926025 12516399 1367670 41956 1766316 2163865 1752614 1917388 168458 219164 50326 62971 23139799 5035825 18574661 18103974 22312375 22467362 799743 950561 180651 55946 19740000 19120000 85113 6613 424799 603845 21230306 20736965 X 1082069 1730397 1082069 1730397 22312375 22467362 685935 -37607 0 X 0 1 X 1 1 1 X 1475813 1475813 18681621 4106319 14575302 2304356 463519 1840837 678009 465987 212022 18103974 Unamortized bond premium 96571 Pension liability 507274 603845 14611960 0 14611960 0 14611960 13926025 0 13926025 0 13926025 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The School is excused from formal compliance of Rev. Proc. 75-50 as long as its charter agreement with the State of Utah remains in effect. Schedule E, Part I, Line 6 The School receives federal and state funds for operations. X X 0 0 0 0 0 0 0 0 0 Dane Roberts Executive Director 185552 0 0 0 0 0 32964 0 19583 0 238099 0 0 0 Lindsey Heinig Campus Director 108044 0 0 0 0 0 22952 0 21158 0 152154 0 0 0 A Utah Charter School Finance Authority 261275269 95639TAE5 2014-02-12 10670000 Purchase of land and school buildings 0 0 0 B Utah Charter School Finance Authority 261275269 95639TAE5 2022-11-30 12615000 Purchase of land and school buildings 0 0 0 A 10860381 1317523 9042460 500398 2014 1 0 1 1 B 12615000 12313712 251288 50000 2022 0 0 0 0 A 1 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 Form 990, Part VI, Section A, line 2 Family Relationship: Joel Coleman (Board Member) Kim Coleman (Board Member) Form 990, Part VI, Section B, line 11b Business Manager and Executive Director will review Form 990 and present a copy to the Board of Directors subsequent to filing. Form 990, Part VI, Section B, line 12c Board members declare annually any conflicts of interest. Items involving any conflict are noted in the board meeting minutes. Members of the board recuse themselves from voting on items of conflicting interest. Form 990, Part VI, Section B, line 15 Salaries are compared to nearby school districts and charter schools, then reviewed and approved by the Board. Salaries are compared to nearby school districts and charter schools, then reviewed and approved by the Board. Form 990, Part VI, Section C, line 19 Governing documents are available upon request. 2782 South Corporate Park Drive LLC 2782 South Corporate Park Drive West Valley City UT 84120 Bldg rent UT 742450 6995371 Monticello Academy