Civic Intelligence

Burch Charter School of Excellence

EIN 26-0435285 • 501(c)3 • Irvington, NJ

Profile

The charter school is a non-profit organization established for the purpose of operating and maintaining a public school under a charter granted by the state of new jersey

100 Linden AvenueIrvington, NJ 07111

www.burchcharterschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.13x

Higher debt load relative to assets than 42% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.07x

Higher debt load relative to revenue than 30% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Source year 2024

Net Margin

43rd percentile

1.5%

Higher net margin than 43% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$139,443

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

NTEE B • $5M-$10M nonprofits • Source year 2024

Asset Growth

35th percentile

-0.3%

Faster asset growth than 35% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

0.9%

Faster revenue growth than 36% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,626,849

Down $9,459 (-0.3%) from 2023

Liabilities

Down

$486,175

Down $110,010 (-18%) from 2023

Net Assets

Up

$3,140,674

Up $100,551 (+3.3%) from 2023

Revenue

Up

$6,926,611

Up $58,529 (+0.9%) from 2023

Expenses

Up

$6,826,060

Up $441,215 (+6.9%) from 2023

Net Income

Down

$100,551

Down $382,686 (-79%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $1,855,829Liabilities 2021: $391,913Net Assets 2021: $1,463,9162021Assets 2022: $6,323,424Liabilities 2022: $5,747,397Net Assets 2022: $576,0272022Assets 2023: $3,636,308Liabilities 2023: $596,185Net Assets 2023: $3,040,1232023Assets 2024: $3,626,849Liabilities 2024: $486,175Net Assets 2024: $3,140,6742024

Highlighted filing

2024

Assets$3,626,849
Liabilities$486,175
Net Assets$3,140,674

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2021: $5,989,755Expenses 2021: $5,169,302Net Income 2021: $820,4532021Revenue 2022: $7,938,049Expenses 2022: $6,947,151Net Income 2022: $990,8982022Revenue 2023: $6,868,082Expenses 2023: $6,384,845Net Income 2023: $483,2372023Revenue 2024: $6,926,611Expenses 2024: $6,826,060Net Income 2024: $100,5512024

Highlighted filing

2024

Revenue$6,926,611
Expenses$6,826,060
Net Income$100,551

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 3, 2025
Return Version
2023v6.0
Gross Receipts
$6,926,611
Mission and Program Overview

Mission

The charter school is a non-profit organization established for the purpose of operating and maintaining a public school under a charter granted by the state of new jersey

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,923,720$2,311,149▼ $612,571
Accounts Receivable$413,015$1,123,271▲ $710,256
Land, Buildings, and Equipment, Net$184,278$117,429▼ $66,849
Savings and Temporary Cash Investments$75,000$75,000→ $0
Total Assets$3,636,308$3,626,849▼ $9,459
Other Assets Total$40,295$0▼ $40,295
Liabilities
Accounts Payable and Accrued Expenses$441,490$449,344▲ $7,854
Other Liabilities$134,179$0▼ $134,179
Deferred Revenue$20,516$36,831▲ $16,315
Total Liabilities$596,185$486,175▼ $110,010
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,040,123$3,140,674▲ $100,551
Total Net Assets Fund Balance$3,040,123$3,140,674▲ $100,551
Total Liabilities and Net Assets / Fund Balance$3,636,308$3,626,849▼ $9,459

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$109,952$192,767$302,719
Equipment$7,477$123,500$130,977
Land$0--
Other Assets Org$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy SimmonsChief School Lead/principalFT$134,154$5,289$139,443
Joel Julien CPASchool Business AdministratorPT-$131,600$131,600
Dr Karleen KempVice PrincipalFT$109,914$10,612$120,526
Frank Glien CPATreasuer of School Monies--$6,000$6,000

Board Members and Trustees

NameTitle
Zende ClarkPresident
Cleste C WilliamsVice President
Beverly CanadyBoard Member
Heather MartindaleBoard Member
Paulita MartindaleBoard Member
Tyhisha K HenryBoard Member
Rosalind BartholomewBoard Member/board Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,834,033
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$92,578
Change in Net Assets
$100,551

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,926,611
Total Revenue per Audited Statements
$6,926,611
Total Revenue per Form 990
$6,926,611
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,560,723
Salaries, Compensation, and Employee Benefits$3,265,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,111,721$560,484$0$1,672,205
Fees for Services Other$994,299$662,866$0$1,657,165
Other Employee Benefits$651,022$396,734$0$1,047,756
Occupancy$607,626$0$0$607,626
All Other Expenses$372,625$0$0$372,625
Current Officers, Directors, Trustees, and Key Employees$131,372$197,059$0$328,431
Fees for Services Accounting$0$212,888$0$212,888
Payroll Taxes$95,097$57,952$0$153,049
Depreciation Depletion$57,490$9,359$0$66,849
Pension Plan Contributions$25,558$38,338$0$63,896
Fees for Services Legal$0$33,677$0$33,677
Insurance$21,468$0$0$21,468
Other Expenses$10,867$7,244$0$18,111
Total Functional Expenses$4,461,459$2,364,601$0$6,826,060

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,826,060
Expenses per Audited Statements$6,759,211
Total Expenses per Audited Statements$6,759,211
Expenses Not Reported on Financial Statements$66,849
Other Expense Adjustments$66,849
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refund of State Aid$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Burch Charter School of Excellence
EIN
26-0435285
Phone
9733733223
Address
100 LINDEN AVENUE, IRVINGTON, NJ 07111

Signing Officer

Name
Zende Clark
Title
President
Phone
9733733223
Signed
2025-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Simmons
Formed
2007
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
7
Employees
33
Volunteers
5

Preparer

Firm
Olugbenga Olabintan CPA Inc
Address
137 CAMDEN ST STE 3, NEWARK, NJ 07103
Preparer
Olugbenga Olabintan CPA
Phone
2012307518
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Two board members are blood sisters.

Pt VI, Line 11B

Form 990 is reviewed by board members and the school business administrator before filing with the irs.

Pt VI, Line 12C

Compliance with conflict of interest policy is required by the law of the state of new jersey for board members and top officials of all new jersey charter schools including burch charter school of excellence.

Pt VI, Line 15A

All annual salaries including the salaries of the chief school administrator, principal, vice principal and the school business administrator are subject to approval by the board of the charter school. Such salaries are also compared to the salaries of comparable officials at other new jersey charter schools and new jersey school districts.

Pt VI, Line 15B

SEE EXPLANATION FOR PART VI, LINE 15a IMMEDIATELY ABOVE.

Pt VI, Line 18

The charter school makes its forms 1023 and 990 available to the public upon request. The form 990 could also be obtained from others website: www.guidestar.org

Pt VI, Line 19

The charter school makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Financial Statement Notes

Pt XII, Line 2D

The difference between the audited expenses and the expenses per this return consists of the following: capital purchases of $-0- that were expensed under new jersey department of education (njdoe) gaap but shown as part of fixed assets for us gaap.

Pt XII, Line 4B

The depreciation expense of $66,849 charged under us gaap but not applicable under njdoe gaap.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029223
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1158777
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt37244
IRS990/OtherExpensesGrp/ProgramServicesAmt016260
IRS990/OtherExpensesGrp/ProgramServicesAmt1328422
IRS990/OtherExpensesGrp/ProgramServicesAmt237632
IRS990/OtherExpensesGrp/ProgramServicesAmt310867
IRS990/OtherExpensesGrp/TotalAmt045483
IRS990/OtherExpensesGrp/TotalAmt1487199
IRS990/OtherExpensesGrp/TotalAmt237632
IRS990/OtherExpensesGrp/TotalAmt318111
IRS990/OtherLiabilitiesGrp/BOYAmt0134179
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt092578
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt092578
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt092578
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0560484
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01111721
IRS990/OtherSalariesAndWagesGrp/TotalAmt01672205
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt057952
IRS990/PayrollTaxesGrp/ProgramServicesAmt095097
IRS990/PayrollTaxesGrp/TotalAmt0153049
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt038338
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt025558
IRS990/PensionPlanContributionsGrp/TotalAmt063896
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TIMOTHY SIMMONS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0FOOD SERVICES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06799088
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt03288464
IRS990/PYOtherRevenueAmt068994
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0483237
IRS990/PYSalariesCompEmpBnftPaidAmt03096381
IRS990/PYTotalExpensesAmt06384845
IRS990/PYTotalRevenueAmt06868082
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0100551
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt075000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075000
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07477
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0123500
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0130977
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt066849
IRS990ScheduleD/ExpensesSubtotalAmt06759211
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0109952
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0192767
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0302719
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER CURRENT ASSETS
IRS990ScheduleD/OtherExpensesNotIncludedAmt066849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUND OF STATE AID
IRS990ScheduleD/RevenueSubtotalAmt06926611
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE DIFFERENCE BETWEEN THE AUDITED EXPENSES AND THE EXPENSES PER THIS RETURN CONSISTS OF THE FOLLOWING: CAPITAL PURCHASES OF $-0- THAT WERE EXPENSED UNDER NEW JERSEY DEPARTMENT OF EDUCATION (NJDOE) GAAP BUT SHOWN AS PART OF FIXED ASSETS FOR US GAAP.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE DEPRECIATION EXPENSE OF $66,849 CHARGED UNDER US GAAP BUT NOT APPLICABLE UNDER NJDOE GAAP.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 4b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0117429
IRS990ScheduleD/TotalBookValueOtherAssetsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06826060
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt06926611
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06926611
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06759211
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS NOTED AT THE BOTTOM OF FLYERS DISTRIBUTED FOR RECRUIMENT PURPOSES. IT IS NOTED IN RADIO BROADCAST AND THROUGH CABLE TELEVISION ADS, AS WELL AS, IN NEWSPAPER ADS IN THE STAR LEDGER AND THE IRVINGTON RECORD. SEE EXPLANATION IN SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE CHARTER SCHOOL IS PRIMARILY FUNDED BY THE NJDOE. THE CHARTER SCHOOLS RIGHT TO SUCH AID HAS NEVER BEEN REVOKED OR SUSPENDED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 6b
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO BOARD MEMBERS ARE BLOOD SISTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY BOARD MEMBERS AND THE SCHOOL BUSINESS ADMINISTRATOR BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPLIANCE WITH CONFLICT OF INTEREST POLICY IS REQUIRED BY THE LAW OF THE STATE OF NEW JERSEY FOR BOARD MEMBERS AND TOP OFFICIALS OF ALL NEW JERSEY CHARTER SCHOOLS INCLUDING BURCH CHARTER SCHOOL OF EXCELLENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ANNUAL SALARIES INCLUDING THE SALARIES OF THE CHIEF SCHOOL ADMINISTRATOR, PRINCIPAL, VICE PRINCIPAL AND THE SCHOOL BUSINESS ADMINISTRATOR ARE SUBJECT TO APPROVAL BY THE BOARD OF THE CHARTER SCHOOL. SUCH SALARIES ARE ALSO COMPARED TO THE SALARIES OF COMPARABLE OFFICIALS AT OTHER NEW JERSEY CHARTER SCHOOLS AND NEW JERSEY SCHOOL DISTRICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE EXPLANATION FOR PART VI, LINE 15a IMMEDIATELY ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CHARTER SCHOOL MAKES ITS FORMS 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 COULD ALSO BE OBTAINED FROM OTHERS WEBSITE: WWW.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CHARTER SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03636308
IRS990/TotalAssetsEOYAmt03626849
IRS990/TotalAssetsGrp/BOYAmt03636308
IRS990/TotalAssetsGrp/EOYAmt03626849
IRS990/TotalCompGreaterThan150KInd0false

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