Nonprofit · EIN 20-4303874
MONTICELLO ACADEMY INC
Tax-exempt · SALT LAKE CTY, UT 84120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $14,611,960 | $13,926,025 | $685,935 | $22,467,362 | $20,736,965 | $1,730,397 |
| June 30, 2024 | 990 | $13,083,646 | $12,836,262 | $247,384 | $22,312,375 | $21,230,306 | $1,082,069 |
| June 30, 2023 | 990 | $11,878,580 | $11,876,078 | $2,502 | $22,952,325 | $22,117,640 | $834,685 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,986,120
- of which government grants
- $13,951,937
- Program service revenue
- $225,769
- Investment income
- $95,506
- Net rental income
- $4,467
- Other revenue
- $304,565
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $214,227
- Other salaries and wages
- $6,764,662
- Salaries, compensation and benefits (total)
- $9,894,206
- Professional fundraising fees
- $0
- Legal fees
- $7,216
- Accounting fees
- $32,050
- Occupancy
- $503,421
- Travel
- $59,154
- Depreciation
- $590,530
- Program services (functional)
- $12,516,399
- Management and general (functional)
- $1,367,670
- Fundraising (functional)
- $41,956
Balance sheet and other
- Total assets, start of year
- $22,312,375
- Total assets, end of year
- $22,467,362
- Total liabilities, end of year
- $20,736,965
- Net assets, end of year
- $1,730,397
- Land, buildings and equipment
- $18,103,974
- Net assets without donor restrictions
- $1,730,397
- Gross receipts
- $14,611,960
- Employees
- 220
- Volunteers
- 735
- Year formed
- 2006
- State of legal domicile
- UT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dane Roberts | Executive Director Officer | 40 | $185,552 | $52,547 |
| Lindsey Heinig | Campus Director Highest-paid employee | 40 | $108,044 | $44,110 |
| Emile Gibson | Trustee Trustee or director | 1 | $28,675 | $0 |
| Joel Coleman | Trustee Trustee or director | 1 | $0 | $0 |
| Martell Winters | Trustee Trustee or director | 1 | $0 | $0 |
| Kim Coleman | Trustee Trustee or director | 1 | $0 | $0 |
| Andrea Gonzales | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dane Roberts | Executive Director Officer | 40 | $172,677 | $47,079 |
| Emile Gibson | Trustee Trustee or director | 1 | $25,279 | $0 |
| Joel Coleman | Trustee Trustee or director | 1 | $0 | $0 |
| Martell Winters | Trustee Trustee or director | 1 | $0 | $0 |
| Kim Coleman | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANE ROBERTS | EXECUTIVE DI Officer | 40 | $150,931 | $43,397 |
| EMILE GIBSON | TRUSTEE Trustee or director | 1 | $6,712 | $0 |
| JOEL COLEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARTELL WINTERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIM COLEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FREE WRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2782 S CORPORATE PARK DR, SALT LAKE CTY, UT 84120-5549
- In care of
- % KIM COLEMAN
- Principal officer (990 for 2024)
- Dane Roberts, 2782 South Corporate Park Drive, West Valley City, UT 84120
- Signed the 990
- Dane Roberts, Executive Director
- Phone
- (801) 417-8040
- Website
- www.monticelloacademy.net
- Return prepared by
- Squire & Company PC
Mission
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.
Program accomplishments
- To operate a public charter school for students from kindergarten to eighth grade.Expenses $11,589,191 · revenue $65,907
- To operate a school lunch program.Expenses $927,208 · revenue $159,862
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4303874
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $22,467,362
- Income (IRS master file)
- $14,611,960
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,611,960 | $13,926,025 | $22,467,362 | XML |
| 990 | June 2024 | $13,083,646 | $12,836,262 | $22,312,375 | XML |
| 990 | June 2023 | $11,878,580 | $11,876,078 | $22,952,325 | XML |
| 990 | June 2022 | $10,995,188 | $9,350,553 | $19,391,923 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4303874).
Questions about MONTICELLO ACADEMY INC
- What is the EIN of MONTICELLO ACADEMY INC?
- The employer identification number (EIN) of MONTICELLO ACADEMY INC is 20-4303874.
- Is MONTICELLO ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MONTICELLO ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTICELLO ACADEMY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTICELLO ACADEMY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTICELLO ACADEMY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONTICELLO ACADEMY INC?
- The 990 for the year ended June 30, 2025 names Dane Roberts.
- Who are the officers and directors of MONTICELLO ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 3 received compensation from the organization, the highest $185,552 (Dane Roberts, Executive Director).
- How much revenue does MONTICELLO ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $14,611,960, expenses of $13,926,025 and total assets of $22,467,362 at year end.
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