2026-03-14T10:06:56-05:00 2025-06-30 450250958 EIDE BAILLY LLP 5 TRIAD CENTER STE 600 SALT LAKE CITY UT 841801106 990 2024-07-01 462729463 MOUNTAIN WEST MONTESSORI ACADEMY MOUN 8015666962 4125 WEST FOXVIEW DRIVE SOUTH JORDAN UT 84095 STEPHEN BARNES BOARD PRESIDENT 8015666962 2026-03-14 1 1 KYLE FRITCH CPA P01313374 8015322200 2026-03-14 2024 2025-03-06 01:10:19Z STEPHEN BARNES 4125 WEST FOXVIEW DRIVE SOUTH JORDAN UT 84095 5671899 0 X HTTP://MWMACADEMY.ORG X 2013 UT THE EDUCATION OF STUDENTS FROM GRADES K-9. 6 6 0 6 0 0 5218677 5283055 195833 200804 174197 188040 440 0 5589147 5671899 0 0 0 0 0 0 0 0 0 4748920 5090552 4748920 5090552 840227 581347 11853757 12267151 8336887 8168934 3516870 4098217 TO FACILITATE STUDENT-CENTERED LEARNING AND INTELLECTUAL CURIOSITY THROUGH AN INDIVIDUALIZED AND INTERDISCIPLINARY CURRICULM, HANDS-ON EXPERIENCE, AND COMMUNITY INVOLVEMENT. 0 0 3956493 200804 TO PROVIDE STUDENT-CENTERED, INDIVIDUALIZED EDUCATION, BASED ON MONTESSORI RESEARCH-BASED BEST PRACTICES. THE SCHOOL IS BASED ON THE MONTESSORI PHILOSOPHY OF EDUCATION, WHICH IS WELL ESTABLISHED WORLDWIDE. THE EDUCATIONAL PROGRAM FOCUSES ON INTERDISCIPLINARY CONNECTIONS AND HANDS-ON LEARNING EXPERIENCES. 3956493 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 19 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 0 0 UT X CATHIE HURST 8014449378 290 N FLINT STREET KAYSVILLE UT 84037 X STEPHEN BARNES PRESIDENT 2.00 X X 0 0 0 GIMENIA PALMER VICE PRESIDENT 2.00 X X 0 0 0 NELSON ALTAMIRANO SECRETARY 2.00 X X 0 0 0 ANDREW MARX FINANCIAL COORDINATOR 2.00 X X 0 0 0 CORBIN WHITE BOARD MEMBER 2.00 X 0 0 0 SHERI EBERT BOARD MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 ACADEMICA WEST 290 N FLINT STREET KAYSVILLE UT 84037 CONSULTING SERVICES 223351 1 5248473 34582 5283055 SCHOOL SERVICES 611710 200804 200804 200804 188040 188040 5671899 200804 0 188040 256616 18081 238535 14980 14980 154813 153818 995 31034 354 30680 151959 115823 36136 71826 70396 1430 89684 62180 27504 361129 361129 222137 222137 28721 28721 LEASED EMPLOYEE WAGES 2563628 2114530 449098 LEASED EMPLOYEE BENEFIT 720141 606670 113471 SUPPLIES 158292 125537 32755 FOOD 135942 135942 129650 105838 23812 5090552 3956493 1134059 0 733477 1108722 175899 198753 2845 3076 16455 9315698 1857083 7561115 7458615 3380421 3481530 11853757 12267151 301981 333005 8034906 7835929 8336887 8168934 X 2526719 3151348 990151 946869 3516870 4098217 11853757 12267151 581347 0 X X 0 1 X 1 0 X 1365000 1365000 7675637 1771162 5904475 275061 85921 189140 7458615 5671899 0 5671899 0 5671899 5090552 0 5090552 0 5090552 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION IS A STATE FUNDED CHARTER SCHOOL AND THUS FOLLOWS ALL FEDERAL AND STATE NONDISCRIMINATION POLICIES. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION IS STATE FUNDED AND DOES NOT SOLICIT DONATIONS OR CONTRIBUTIONS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES STATE AND FEDERAL FUNDING TO OPERATE THE SCHOOL. A UTAH CHARTER SCHOOL FINANCE AUTHORITY 261275269 91754TYR8 2020-02-06 8823854 FINANCE OF LAND AND SCHOOL BUILDING 0 0 0 A 750000 8823854 536500 160987 8126367 2020 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: UTAH CHARTER SCHOOL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/02/2025 FORM 990, PART V, LINE 2A ALL 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 1A THE BOARD OF DIRECTORS HAS DELEGATED BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON THEIR BEHALF IN BETWEEN BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 3 ACADEMICA WEST, AN UNRELATED ORGANIZATION, PERFORMS MANAGEMENT AND ADMINISTRATIVE DUTIES FOR THE SCHOOL. COMPENSATION PAID TO ACADEMICA WEST FOR THESE SERVICES FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2024 WAS $223,351. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE BOARD PRESIDENT 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 12C CONFLICTS OF INTEREST, IF ANY, ARE DISCUSSED AT MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD DETERMINES SALARY BASED ON EXPERIENCE AND COMPENSATION AT SIMILARLY SIZED CHARTER SCHOOLS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS OPEN FOR PUBLIC INSPECTION ARE AVAILABLE, UPON REQUEST, DURING THE SCHOOL'S REGULAR BUSINESS HOURS. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ACTS AS AN OVERSIGHT COMMITTEE FOR THE INDEPENDENT AUDITORS.