Civic Intelligence

Excelsior Academy

990 • Fiscal year 2016 • EIN 26-0806243

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 17, 2017

Organization ProfileEXCELSIOR-ACADEMY.ORG

View Organization Page

124 East Erda WayErda, UT 84074

(435) 882-3062

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.99x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

2.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

32nd percentile

-2.4%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

0.1%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$9,853,543

Down $210,293 (-2.1%) from 2015

Net Assets

Down

$94,798

Down $105,042 (-53%) from 2015

Liabilities

Down

$9,758,745

Down $105,251 (-1.1%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin32nd percentile

Revenue

Up

$4,316,550

Up $2,904 (+0.1%) from 2015

Expenses

Up

$4,421,592

Up $2,255 (+0.1%) from 2015

Net Income

Up

-$105,042

Up $649 (+0.6%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0-$10MAssets 2010: $9,973,322Liabilities 2010: $10,040,807Net Assets 2010: -$67,4852010Assets 2012: $10,166,016Liabilities 2012: $9,762,165Net Assets 2012: $403,8512012Assets 2013: $10,390,775Liabilities 2013: $10,073,397Net Assets 2013: $317,3782013Assets 2014: $10,308,111Liabilities 2014: $10,002,580Net Assets 2014: $305,5312014Assets 2015: $10,063,836Liabilities 2015: $9,863,996Net Assets 2015: $199,8402015Assets 2016: $9,853,543Liabilities 2016: $9,758,745Net Assets 2016: $94,7982016Assets 2017: $9,664,560Liabilities 2017: $9,516,028Net Assets 2017: $148,5322017Assets 2018: $16,151,463Liabilities 2018: $15,999,067Net Assets 2018: $152,3962018Assets 2019: $19,135,610Liabilities 2019: $18,902,690Net Assets 2019: $232,9202019Assets 2020: $19,935,758Liabilities 2020: $18,754,382Net Assets 2020: $1,181,3762020Assets 2021: $20,542,064Liabilities 2021: $18,283,704Net Assets 2021: $2,258,3602021Assets 2022: $21,101,376Liabilities 2022: $18,306,071Net Assets 2022: $2,795,3052022Assets 2023: $23,878,711Liabilities 2023: $19,958,531Net Assets 2023: $3,920,1802023Assets 2024: $29,294,877Liabilities 2024: $24,061,409Net Assets 2024: $5,233,4682024Assets 2025: $30,206,264Liabilities 2025: $23,395,285Net Assets 2025: $6,810,9792025

Highlighted filing

2016

Assets$9,853,543
Liabilities$9,758,745
Net Assets$94,798
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,785,2772010Expenses 2012: $3,774,4752012Expenses 2013: $4,140,9202013Revenue 2014: $4,246,502Expenses 2014: $4,429,369Net Income 2014: -$182,8672014Revenue 2015: $4,313,646Expenses 2015: $4,419,337Net Income 2015: -$105,6912015Revenue 2016: $4,316,550Expenses 2016: $4,421,592Net Income 2016: -$105,0422016Revenue 2017: $5,011,434Expenses 2017: $4,957,700Net Income 2017: $53,7342017Revenue 2018: $5,142,617Expenses 2018: $5,138,753Net Income 2018: $3,8642018Revenue 2019: $7,786,171Expenses 2019: $7,705,647Net Income 2019: $80,5242019Revenue 2020: $10,443,579Expenses 2020: $9,495,121Net Income 2020: $948,4582020Revenue 2021: $11,983,067Expenses 2021: $10,906,083Net Income 2021: $1,076,9842021Revenue 2022: $14,135,210Expenses 2022: $13,284,070Net Income 2022: $851,1402022Revenue 2023: $14,345,949Expenses 2023: $13,221,074Net Income 2023: $1,124,8752023Revenue 2024: $15,701,909Expenses 2024: $14,388,621Net Income 2024: $1,313,2882024Revenue 2025: $16,804,889Expenses 2025: $15,227,378Net Income 2025: $1,577,5112025

Highlighted filing

2016

Revenue$4,316,550
Expenses$4,421,592
Net Income-$105,042
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 17, 2017
Return Version
2015v3.0
Gross Receipts
$4,316,550
Mission and Program Overview

Mission

Excelsior academy's mission is to educate scholars with a broad classical foundation of knowledge, assisting them with opportunities to learn at their challenge level, in an intentionally inviting environment to help scholars acquire a life-long love of learning

Excelsior academy is a public charter school with a mission to educate scholars with a broad classical foundation of knowledge, assisting them with opportunities to learn at their challenge level, in an intentionally inviting environment to help scholars acquire a life-long love of learning

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,708,823$8,432,446▼ $276,377
Cash and Non-Interest-Bearing Accounts$966,423$1,048,201▲ $81,778
Pledges and Grants Receivable$86,492$91,059▲ $4,567
Savings and Temporary Cash Investments$53,569$53,637▲ $68
Prepaid Expenses and Deferred Charges$11,029$200▼ $10,829
Accounts Receivable-$0-
Total Assets$10,063,836$9,853,543▼ $210,293
Other Assets Total$237,500$228,000▼ $9,500
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,626,697$9,489,048▼ $137,649
Accounts Payable and Accrued Expenses$237,299$269,697▲ $32,398
Total Liabilities$9,863,996$9,758,745▼ $105,251
Net Assets / Fund Balance
Unrestricted Net Assets$130,452$47,932▼ $82,520
Temporarily Rstr Net Assets$69,388$46,866▼ $22,522
Total Net Assets Fund Balance$199,840$94,798▼ $105,042
Total Liabilities and Net Assets / Fund Balance$10,063,836$9,853,543▼ $210,293

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,748,846$1,609,316$9,358,162
Equipment$228,062$371,140$599,202
Land$400,000-$400,000
Leasehold Improvements$55,538$8,915$64,453
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Shelly TaylorBoard Chair
Rosalyn WynnBoard Vice Chair
Katie RedmondBoard Member
Mike BegayBoard Member
Sarah GreenBoard Member
Cylee PressleyBoard Secretary
Sonia LiddiardSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Charter SolutionsManagement Services12608 S 125 W STE C, Draper, UT 84020$106,467
Revenue and Support

Revenue Composition

Contributions and Grants
$4,189,047
Program Service Revenue
$125,580
Investment Income
$1,923
Other Revenue
$0
All Other Contributions
$37,944
Change in Net Assets
$-105,042

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,316,550
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,316,550
Total Revenue per Form 990
$4,316,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,773,970
Other Expenses$1,647,622
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,208,831$12,130-$2,220,961
Interest$580,226--$580,226
Depreciation Depletion$295,460--$295,460
Other Employee Benefits$284,534$1,699-$286,233
Payroll Taxes$163,659$875-$164,534
Fees for Services Other$141,257$397-$141,654
Fees for Services Management$106,467--$106,467
Pension Plan Contributions$101,507$735-$102,242
Insurance$15,474--$15,474
Other Expenses$14,875$644-$14,875
All Other Expenses$13,885$4-$13,889
Travel$11,059$5-$11,064
Fees for Services Legal$9,573--$9,573
Advertising$3,377$23-$3,400
Total Functional Expenses$4,405,080$16,512$0$4,421,592

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,421,592
Total Expenses per Audited Statements$4,421,592
Total Expenses per Form 990$4,421,592
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The school has an agreement with charter solutions, inc to provide certain fiscal and administrative services.”

Form 990, Part VI, Section B, Line 11

“The tax return is reviewed by the director before the return is filed. After the return has been filed the board reviews the return at the next board meeting.”

Form 990, Part VI, Section B, Line 12C

“Annually, the board members are required to disclose any conflicts of interest through an annual questionnaire. If any issues arise the board will consider the conflict to see if any actions need to be taken.”

Form 990, Part VI, Section C, Line 19

“All documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Excelsior Academy
EIN
26-0806243
Phone
4358823062
Address
124 EAST ERDA WAY, ERDA, UT 84074

Signing Officer

Name
Shelly Taylor
Title
Board Chair
Phone
4358823062
Signed
2017-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly Taylor
Formed
2009
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
136
Volunteers
100

Preparer

Firm
Eide Bailly Llp
Address
5929 S FASHION POINTE DR STE 300, OGDEN, UT 84403
Preparer
Eric C Johnson CPA
Phone
8016211575
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The academy is organized as a utah nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as organizations described in section 501(c)(3), qualify for the charitable contribution deduction under section 170(b)(1)(a)(vi) and (viii), and has been determined not to be private foundations under sections 509(a)(1) and (3), respectively. The academy is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the academy is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. The academy has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. The academy believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The academy would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

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IRS990/OtherSalariesAndWagesGrp/TotalAmt02220961
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0875
IRS990/PayrollTaxesGrp/ProgramServicesAmt0163659
IRS990/PayrollTaxesGrp/TotalAmt0164534
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0735
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0101507
IRS990/PensionPlanContributionsGrp/TotalAmt0102242
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt086492
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt091059
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011029
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0200
IRS990/PrincipalOfficerNm0SHELLY TAYLOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES AND ACTIV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0125580
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0125580
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04187759
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01542
IRS990/PYOtherExpensesAmt01862358
IRS990/PYOtherRevenueAmt02397
IRS990/PYProgramServiceRevenueAmt0121948
IRS990/PYRevenuesLessExpensesAmt0-105691
IRS990/PYSalariesCompEmpBnftPaidAmt02556979
IRS990/PYTotalExpensesAmt04419337
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04313646
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-105042
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0125580
IRS990/SavingsAndTempCashInvstGrp/BOYAmt053569
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053637
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt07748846
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01609316
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09358162
IRS990ScheduleD/EquipmentGrp/BookValueAmt0228062
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0371140
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0599202
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04421592
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt055538
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08915
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt064453
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04316550
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY IS ORGANIZED AS A UTAH NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. THE ACADEMY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ACADEMY HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE ACADEMY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ACADEMY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08432446
IRS990ScheduleD/TotalExpensesPerForm990Amt04421592
IRS990ScheduleD/TotalRevenuePerForm990Amt04316550
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04316550
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04421592
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS THE SCHOOL'S CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ACADEMY RECEIVES FUNDING FROM THE STATE OF UTAH AS ADMINISTERED BY THE UTAH STATE OFFICE OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN THE ACADEMY. THE ACADEMY HAS ALSO RECEIVED FEDERAL CHARTER SCHOOL GRANTS WHICH ARE PAID THROUGH THE UTAH STATE OFFICE OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS AN AGREEMENT WITH CHARTER SOLUTIONS, INC TO PROVIDE CERTAIN FISCAL AND ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED BY THE DIRECTOR BEFORE THE RETURN IS FILED. AFTER THE RETURN HAS BEEN FILED THE BOARD REVIEWS THE RETURN AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST THROUGH AN ANNUAL QUESTIONNAIRE. IF ANY ISSUES ARISE THE BOARD WILL CONSIDER THE CONFLICT TO SEE IF ANY ACTIONS NEED TO BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt069388
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt046866
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010063836
IRS990/TotalAssetsEOYAmt09853543
IRS990/TotalAssetsGrp/BOYAmt010063836
IRS990/TotalAssetsGrp/EOYAmt09853543
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04189047
IRS990/TotalEmployeeCnt0136
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016512
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04405080
IRS990/TotalFunctionalExpensesGrp/TotalAmt04421592
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09863996
IRS990/TotalLiabilitiesEOYAmt09758745
IRS990/TotalLiabilitiesGrp/BOYAmt09863996
IRS990/TotalLiabilitiesGrp/EOYAmt09758745
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0199840
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt094798
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04405080
IRS990/TotalProgramServiceRevenueAmt0125580
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01923
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0125580
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04316550
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010063836
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09853543
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt05
IRS990/TravelGrp/ProgramServicesAmt011059
IRS990/TravelGrp/TotalAmt011064
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0130452
IRS990/UnrestrictedNetAssetsGrp/EOYAmt047932
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0124 EAST ERDA WAY
IRS990/USAddress/CityNm0ERDA
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084074
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://EXCELSIOR-ACADEMY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04358823062
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0260806243
ReturnHeader/Filer/PhoneNum04358823062
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 EAST ERDA WAY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,853,543
Liabilities
$9,758,745
Net assets
$94,798
Revenue
$4,316,550
Expenses
$4,421,592
Net income
-$105,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.2$23.4$6.81$16.8$15.2$1.58
2024Detailed filing. Detailed filing data is available for this year.$29.3$24.1$5.23$15.7$14.4$1.31
2023Detailed filing. Detailed filing data is available for this year.$23.9$20.0$3.92$14.3$13.2$1.12
2022Detailed filing. Detailed filing data is available for this year.$21.1$18.3$2.80$14.1$13.3$0.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$18.3$2.26$12.0$10.9$1.08
2020Detailed filing. Detailed filing data is available for this year.$19.9$18.8$1.18$10.4$9.50$0.95
2019Detailed filing. Detailed filing data is available for this year.$19.1$18.9$0.23$7.79$7.71$0.08
2018Detailed filing. Detailed filing data is available for this year.$16.2$16.0$0.15$5.14$5.14$0.00
2017Detailed filing. Detailed filing data is available for this year.$9.66$9.52$0.15$5.01$4.96$0.05
2016Detailed filing. Detailed filing data is available for this year.$9.85$9.76$0.09$4.32$4.42$0.11
2015Detailed filing. Detailed filing data is available for this year.$10.1$9.86$0.20$4.31$4.42$0.11
2014Detailed filing. Detailed filing data is available for this year.$10.3$10.0$0.31$4.25$4.43$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$10.1$0.32$4.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$9.76$0.40$3.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.97$10.0$0.07$3.79