Excel Academy Charter Schools
- Assets
- $11.4m
- Revenue
- $18.1m
- Investments
- $0.0
- Employees
- 237
- Location
- San Marcos, CA
- Founding
- 05/2016
- Data as of
- 06/2020
- EIN
- 47-4121751
Organization Overview
Excel Academy Charter Schools is located in San Marcos, CA. The organization was established in 2016. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. As of 06/2020, Excel Academy Charter Schools employed 237 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Excel Academy Charter Schools is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2020, Excel Academy Charter Schools generated $18.1m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.4% each year. All expenses for the organization totaled $18.9m during the year ending 06/2020. While expenses have increased by 2.6% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
THE CORPORATION OPERATES TUITION FREE CHARTER SCHOOL PROGRAMS WHERE TEACHERS AND PARENTS PARTNER TOGETHER.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OFFERING AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL FOR STUDENTS IN GRADES TK-12. ALLOWING PARENTS TO SELECT A WIDE VARIETY OF EDUCATIONAL RESOURCES AND MATERIALS FROM APPROVED CONTENT AND COMMUNITY PROVIDERS USING STATE INSTRUCTIONAL FUND.
OFFERING AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL FOR STUDENTS IN GRADES TK-12. ALLOWING PARENTS TO SELECT A WIDE VARIETY OF EDUCATIONAL RESOURCES AND MATERIALS FROM APPROVED CONTENT AND COMMUNITY PROVIDERS USING STATE INSTRUCTIONAL FUND.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Heidi Gasca Executive Director | Officer | 40 | $160,940 |
Keri Schneeweiss Assistant Director Of Student Services | 40 | $120,479 | |
Arleen Conradi School Psychologist | 40 | $110,630 | |
Jennifer Craig Assistant Director Of Assessment And Community | 40 | $108,237 | |
Dr William Hall President | OfficerTrustee | 5 | $0 |
Michael Humphrey Vice President | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $17,968,079 |
| Investment income | $8,951 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $18,058,297 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $205,933 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $8,229,744 |
| Pension plan accruals and contributions | $1,216,468 |
| Other employee benefits | $931,167 |
| Payroll taxes | $168,841 |
| Fees for services: Management | $298,803 |
| Fees for services: Legal | $111,423 |
| Fees for services: Accounting | $559,594 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $4,868,984 |
| Advertising and promotion | $131,274 |
| Office expenses | $111,807 |
| Information technology | $17,350 |
| Royalties | $0 |
| Occupancy | $72,465 |
| Travel | $122,762 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $64,243 |
| All other expenses | $0 |
| Total functional expenses | $18,887,644 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,331,722 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $8,866,921 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $205,092 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $11,403,735 |
| Accounts payable and accrued expenses | $6,636,921 |
| Grants payable | $0 |
| Deferred revenue | $42,533 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $1,472,850 |
| Other liabilities | $0 |
| Total liabilities | $8,152,304 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $3,251,431 |
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