Providence Hall FY2020 filing

Tax-deductible

Herriman, UT501(c)(3)Since 2007EducationEIN 26-1417186Revenue $18.8M in FY2020

On file with the IRSprovidencehall.com4795 W Patriot Ridge Dr, 84096-3497 · Herriman, UTTax-exempt since Feb 2009School — 170(b)(1)(A)(ii)

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To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
$130K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $2.0M a year · 8% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$130K
to officers and key staff · 0.7% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$33.0M
86% of total assets
Concern: liabilities are 86% of assets; over 80%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$18.8M
Spent
$18.4M
To programs
99%
Net assets
$5.6M
By yearFY2020–FY2025
Revenue
$18.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$18.8M
FY2021$20.3M
FY2022$22.1M
FY2023$24.9M
FY2024$26.8M
FY2025$27.4M
Expenses
$18.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$18.4M
FY2021$19.2M
FY2022$21.2M
FY2023$21.6M
FY2024$23.5M
FY2025$24.5M
Net assets
$5.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.6M
FY2021$5.9M
FY2022$6.7M
FY2023$10.0M
FY2024$13.3M
FY2025$16.2M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $18.2M Management & general 1% · $129K Fundraising 0% · $26K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $130K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$130,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Vice Chair
$0Pt VII · Sec A

Nathan Marshall’s $156K as Executive Director is at the 18th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Nathan Marshall$155,520$145,119————
Nate Marshall——$139,058$134,980$131,506$130,000
Melissa McPhail$121,417$107,534————
Michael Fry$117,840$112,407$102,507———
Beverly Ledward$109,057—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Operates and guides a public charter school funded by government sources.

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Provided by the organization

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2 programs · $18.2M · in their own filed words · FY2019
01

Operates a public charter school for students grades k-12.

$17.5Mprogram expense
02

Food services for students and faculty.

$717Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$18.8M
Ln 12
Gifts and grantsLn 1h$17.6M
Fees for servicesLn 2g$999K
Investment incomeLn 3$140K
Money outPt IX
$18.4M
Ln 25
Programscol B$18.2M
Managementcol C$129K
Fundraisingcol D$26K
Owns and owesPt X
$5.6M
net assets · Ln 32
Cash and savingsLn 1–2$7.2M
Total assetsLn 16$38.6M
LiabilitiesLn 26$33.0M
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$17.6M
Government grantsLn 1e$17.5M
Fees for servicesLn 2g$999K
Investment incomeLn 3$140K
Other incomeLn 4–11$50K
Total revenueLn 12$18.8M
Assets in detailPt X, end of year
CashLn 1$6.3M
SavingsLn 2$916K
Cash and savings togetherLn 1–2$7.2M
InvestmentsLn 11–13$2.7M
Land, buildings, equipmentLn 10c$28.5M
Total assetsLn 16$38.6M
LiabilitiesLn 26$33.0M
Net assetsLn 32$5.6M
OperationsPt I, VI
EmployeesI 5378
VolunteersI 6432
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$5.2M$7.2M
InvestmentsLn 11–13$3.8M$2.7M
Land, buildings, equipmentLn 10c$29.3M$28.5M
Total assetsLn 16$38.4M$38.6M
LiabilitiesLn 26$33.2M$33.0M
Net assetsLn 32$5.2M$5.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$151K$151K
Other salaries and wagesLn 7$9.5M$9.5M
Pension plan contributionsLn 8$540K$540K
Other employee benefitsLn 9$1.1M$1.1M
Payroll taxesLn 10$706K$706K
Management feesLn 11a$244K$244K
Legal feesLn 11b$19K$19K
Accounting feesLn 11c$12K$12K
Other fees for servicesLn 11g$392K$352K$40K
Advertising and promotionLn 12$20K$20K
Information technologyLn 14$13K$13K
TravelLn 17$142K$142K
InterestLn 20$1.6M$1.6M
Depreciation, depletion and amortizationLn 22$950K$950K
InsuranceLn 23$62K$36K$27K
Other expenses (24a–d)Ln 24$2.8M$2.7M$11K$26K
All other expensesLn 24e$158K$158K
Total functional expensesLn 25$18.4M$18.2M$129K$26K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $27.4M$24.5M$2.9M$16.2M 990 PDF
FY2024 $26.8M$23.5M$3.3M$13.3M 990 PDF
FY2023 $24.9M$21.6M$3.3M$10.0M 990 PDF
FY2022 $22.1M$21.2M$832K$6.7M 990 PDF
FY2021 $20.3M$19.2M$1.1M$5.9M 990 PDF
FY2020 Viewing $18.8M$18.4M$369K$5.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $18,755,648 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $17,017,064$17,566,447
I-9 Program service revenuePrior year $1,168,610$998,913
I-10 Investment incomePrior year $106,304$140,182
I-11 Other revenuePrior year $49,768$50,106
I-12 Total revenuePrior year $18,341,746$18,755,648
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,081,689$11,995,225
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,588,155$6,391,440
I-18 Total expensesPrior year $17,669,844$18,386,665
I-19 Revenue less expensesPrior year $671,902$368,983
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $18,755,648 across 7 lines filed
VIII-1e Government grants$17,515,178
VIII-1f All other contributions, gifts and grants$51,269
VIII-1h Total contributions, gifts and grants$17,566,447
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $998,913$998,913
VIII-3 Investment incomeExcluded from tax $140,182$140,182
VIII-6 Net rental income or lossExcluded from tax $50,106$50,106
VIII-12 Total revenueRelated to mission $998,913 · Unrelated business $0 · Excluded from tax $190,288$18,755,648
Part IX · Statement of functional expenses $18,386,665 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $150,648$150,648
IX-7 Other salaries and wagesPrograms $9,514,547$9,514,547
IX-8 Pension plan contributionsPrograms $540,015$540,015
IX-9 Other employee benefitsPrograms $1,084,158$1,084,158
IX-10 Payroll taxesPrograms $705,857$705,857
IX-11a Management feesPrograms $244,379$244,379
IX-11b Legal feesManagement $19,292$19,292
IX-11c Accounting feesManagement $12,315$12,315
IX-11g Other fees for servicesPrograms $351,625 · Management $39,974$391,599
IX-12 Advertising and promotionManagement $20,075$20,075
IX-14 Information technologyPrograms $12,860$12,860
IX-17 TravelPrograms $141,854$141,854
IX-20 InterestPrograms $1,618,844$1,618,844
IX-22 Depreciation, depletion and amortizationPrograms $949,538$949,538
IX-23 InsurancePrograms $35,708 · Management $26,791$62,499
IX-24 Other expenses (24a–d)Programs $2,723,722 · Management $10,556 · Fundraising $25,685$2,759,963
IX-24e All other expensesPrograms $158,222$158,222
IX-25 Total functional expensesPrograms $18,231,977 · Management $129,003 · Fundraising $25,685$18,386,665
Part X · Balance sheet $38,625,193 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $4,420,145$6,310,169
X-2 Savings and temporary cash investmentsStart of year $789,407$916,353
X-3 Pledges and grants receivableStart of year $175,281$112,274
X-9 Prepaid expenses and deferred chargesStart of year $11,464$73,980
X-10c Land, buildings and equipment, netStart of year $29,272,669$28,515,737
X-11 Publicly traded securitiesStart of year $3,773,597$2,696,680
X-16 Total assetsStart of year $38,442,563$38,625,193
X-17 Accounts payable and accrued expensesStart of year $1,677,036$1,617,201
X-19 Deferred revenueStart of year $10,573$4,806
X-26 Total liabilitiesStart of year $33,235,201$33,048,853
X-27 Net assets without donor restrictionsStart of year $3,255,080$3,669,456
X-28 Net assets with donor restrictionsStart of year $1,952,282$1,906,884
X-32 Total net assets or fund balancesStart of year $5,207,362$5,576,340
X-33 Total liabilities and net assetsStart of year $38,442,563$38,625,193
Part XI · Reconciliation of net assets $5,576,340 net assets at year end
XI-1 Total revenue$18,755,648
XI-2 Total expenses$18,386,665
XI-3 Revenue less expenses$368,983
XI-4 Net assets at start of year$5,207,362
XI-8 Prior period adjustments−$5
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,576,340

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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