Civic Intelligence

Excelsior Academy

990 • Fiscal year 2020 • EIN 26-0806243

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 03, 2021

Organization ProfileEXCELSIOR-ACADEMY.ORG

View Organization Page

124 E 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

0.94x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

1.80x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

62nd percentile

9.1%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

42nd percentile

4.2%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

34%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$19,935,758

Up $800,148 (+4.2%) from 2019

Net Assets

Up

$1,181,376

Up $948,456 (+407%) from 2019

Liabilities

Down

$18,754,382

Down $148,308 (-0.8%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin62nd percentile

Revenue

Up

$10,443,579

Up $2,657,408 (+34%) from 2019

Expenses

Up

$9,495,121

Up $1,789,474 (+23%) from 2019

Net Income

Up

$948,458

Up $867,934 (+1078%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2020

Assets$19,935,758
Liabilities$18,754,382
Net Assets$1,181,376
Open 2020 Filing

Operations Trend

Revenue Growth85th 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

2020

Revenue$10,443,579
Expenses$9,495,121
Net Income$948,458
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 3, 2021
Return Version
2019v5.2
Gross Receipts
$10,443,579
Mission and Program Overview

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

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$17,474,506$16,979,289▼ $495,217
Cash and Non-Interest-Bearing Accounts$1,466,545$2,629,774▲ $1,163,229
Pledges and Grants Receivable$117,760$268,502▲ $150,742
Savings and Temporary Cash Investments$53,798$53,852▲ $54
Prepaid Expenses and Deferred Charges$23,001$4,341▼ $18,660
Total Assets$19,135,610$19,935,758▲ $800,148
Liabilities
Mortgage Notes Payable Secured by Investment Property$18,366,383$18,057,516▼ $308,867
Accounts Payable and Accrued Expenses$536,307$696,866▲ $160,559
Total Liabilities$18,902,690$18,754,382▼ $148,308
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$231,008$1,082,168▲ $851,160
Net Assets With Donor Restrictions$1,912$99,208▲ $97,296
Total Net Assets Fund Balance$232,920$1,181,376▲ $948,456
Total Liabilities and Net Assets / Fund Balance$19,135,610$19,935,758▲ $800,148

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,998,288$2,771,519$18,769,807
Equipment$229,260$512,574$741,834
Leasehold Improvements$340,241$68,287$408,528
Land$400,000-$400,000
Other Land Buildings$11,500-$11,500
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie EcclesExecutive DirectorFT$100,780$14,478$115,258
Gichin MarsdenMiddle School DirectorFT$82,229$9,919$92,148
Jacquelyn TrippElementry DirectorFT$78,685$8,141$86,826
Emily WillsonElementry Assistant DirectFT$64,350$3,218$67,568

Board Members and Trustees

NameTitle
Angie JenkinsBoard Chair
Brandon ClarkBoard Member
Miles LawrenceBoard Member
Amy LearBoard Treasurer
Cathy HunterSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Charter SolutionsManagement Services12608 S 125 W STE C, Draper, UT 84020$173,849
Revenue and Support

Revenue Composition

Contributions and Grants
$10,151,798
Program Service Revenue
$281,668
Investment Income
$9,813
Other Revenue
$300
All Other Contributions
$25,041
Change in Net Assets
$948,458

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,443,579
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$10,443,579
Total Revenue per Form 990
$10,443,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,841,131
Other Expenses$2,653,990
Total Fundraising Expense$3,576
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,328,550--$5,328,550
Interest$772,140--$772,140
Other Employee Benefits$560,164--$560,164
Depreciation Depletion$535,156--$535,156
Payroll Taxes$400,423--$400,423
Current Officers, Directors, Trustees, and Key Employees$394,416--$394,416
Fees for Services Management$171,092--$171,092
Pension Plan Contributions$157,578--$157,578
Information Technology$87,255--$87,255
Fees for Services Other$64,845--$64,845
Other Expenses$40,402$14,834$3,576$40,402
All Other Expenses$28,981--$28,981
Insurance$27,031--$27,031
Travel$22,534--$22,534
Fees for Services Accounting-$15,578-$15,578
Fees for Services Legal-$5,507-$5,507
Advertising$299$1,913-$2,212
Total Functional Expenses$9,453,713$37,832$3,576$9,495,121

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,495,121
Total Expenses per Audited Statements$9,495,121
Total Expenses per Form 990$9,495,121
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 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
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 11B

“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 E ERDA WAY, ERDA, UT 84074

Signing Officer

Name
Angie Jenkins
Title
Board Chair
Phone
4358823062
Signed
2021-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angie Jenkins
Formed
2009
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
248
Volunteers
170

Preparer

Firm
Eide Bailly Llp
Address
5929 FASHION POINT DR STE 300, OGDEN, UT 84403-4684
Preparer
Chett Campbell 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)(ii), and has been determined not to be a private foundation under sections 509(a)(1). 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/MortgNotesPyblScrdInvstPropGrp/BOYAmt018366383
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt018057516
IRS990/NetAssetsOrFundBalancesBOYAmt0232920
IRS990/NetAssetsOrFundBalancesEOYAmt01181376
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0300
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0300
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0231008
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01082168
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0560164
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0560164
IRS990/OtherExpensesGrp/Desc0GENERAL SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc1TEXTBOOKS AND EDUCATION
IRS990/OtherExpensesGrp/Desc2PROPERTY MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROPERTY RENTAL
IRS990/OtherExpensesGrp/FundraisingAmt03576
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014834
IRS990/OtherExpensesGrp/ProgramServicesAmt0480444
IRS990/OtherExpensesGrp/ProgramServicesAmt1309355
IRS990/OtherExpensesGrp/ProgramServicesAmt273048
IRS990/OtherExpensesGrp/ProgramServicesAmt340402
IRS990/OtherExpensesGrp/TotalAmt0498854
IRS990/OtherExpensesGrp/TotalAmt1309355
IRS990/OtherExpensesGrp/TotalAmt273048
IRS990/OtherExpensesGrp/TotalAmt340402
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05328550
IRS990/OtherSalariesAndWagesGrp/TotalAmt05328550
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0400423
IRS990/PayrollTaxesGrp/TotalAmt0400423
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0157578
IRS990/PensionPlanContributionsGrp/TotalAmt0157578
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0117760
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0268502
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023001
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04341
IRS990/PrincipalOfficerNm0ANGIE JENKINS
IRS990/PriorPeriodAdjustmentsAmt0-2
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0281668
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0281668
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07515341
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05229
IRS990/PYOtherExpensesAmt02559034
IRS990/PYOtherRevenueAmt0285
IRS990/PYProgramServiceRevenueAmt0265316
IRS990/PYRevenuesLessExpensesAmt080524
IRS990/PYSalariesCompEmpBnftPaidAmt05146613
IRS990/PYTotalExpensesAmt07705647
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07786171
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0948458
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0300
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0281668
IRS990/SavingsAndTempCashInvstGrp/BOYAmt053798
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053852
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt015998288
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02771519
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018769807
IRS990ScheduleD/EquipmentGrp/BookValueAmt0229260
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0512574
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0741834
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt09495121
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0340241
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt068287
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0408528
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011500
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010443579
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)(II), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1). 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/TotalBookValueLandBuildingsAmt016979289
IRS990ScheduleD/TotalExpensesPerForm990Amt09495121
IRS990ScheduleD/TotalRevenuePerForm990Amt010443579
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010443579
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09495121
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 11B
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019135610
IRS990/TotalAssetsEOYAmt019935758
IRS990/TotalAssetsGrp/BOYAmt019135610
IRS990/TotalAssetsGrp/EOYAmt019935758
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010151798
IRS990/TotalEmployeeCnt0248
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03576
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037832
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09453713
IRS990/TotalFunctionalExpensesGrp/TotalAmt09495121
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018902690
IRS990/TotalLiabilitiesEOYAmt018754382
IRS990/TotalLiabilitiesGrp/BOYAmt018902690
IRS990/TotalLiabilitiesGrp/EOYAmt018754382
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0232920
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01181376
IRS990/TotalOtherCompensationAmt035756
IRS990/TotalProgramServiceExpensesAmt09453713
IRS990/TotalProgramServiceRevenueAmt0281668
IRS990/TotalReportableCompFromOrgAmt0326044
IRS990/TotalRevenueGrp/ExclusionAmt010113
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0281668
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010443579
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0170
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019135610
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019935758
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt022534
IRS990/TravelGrp/TotalAmt022534
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0124 EAST ERDA WAY
IRS990/USAddress/CityNm0ERDA
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084074
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://EXCELSIOR-ACADEMY.ORG
IRS990/WhistleblowerPolicyInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,935,758
Liabilities
$18,754,382
Net assets
$1,181,376
Revenue
$10,443,579
Expenses
$9,495,121
Net income
$948,458
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