Civic Intelligence

Excelsior Academy

990 • Fiscal year 2022 • EIN 26-0806243

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 22, 2023

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

89th percentile

0.87x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

83rd percentile

1.30x

Higher debt load relative to revenue than 83% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

48th percentile

6.0%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

28th percentile

$119,580

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

56th percentile

2.7%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$21,101,376

Up $559,312 (+2.7%) from 2021

Net Assets

Up

$2,795,305

Up $536,945 (+24%) from 2021

Liabilities

Up

$18,306,071

Up $22,367 (+0.1%) from 2021

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin48th percentile

Revenue

Up

$14,135,210

Up $2,152,143 (+18%) from 2021

Expenses

Up

$13,284,070

Up $2,377,987 (+22%) from 2021

Net Income

Down

$851,140

Down $225,844 (-21%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2022

Assets$21,101,376
Liabilities$18,306,071
Net Assets$2,795,305
Open 2022 Filing

Operations Trend

Revenue Growth70th 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

2022

Revenue$14,135,210
Expenses$13,284,070
Net Income$851,140
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 22, 2023
Return Version
2021v4.2
Gross Receipts
$14,135,210
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

To educate scholars with a broad classical foundation of knowledge.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,491,584$16,710,384▲ $218,800
Cash and Non-Interest-Bearing Accounts$2,801,008$2,700,665▼ $100,343
Investments in Publicly Traded Securities-$1,012,039-
Pledges and Grants Receivable$181,928$588,977▲ $407,049
Savings and Temporary Cash Investments$1,061,002$54,026▼ $1,006,976
Prepaid Expenses and Deferred Charges$6,542$30,075▲ $23,533
Accounts Receivable-$5,210-
Total Assets$20,542,064$21,101,376▲ $559,312
Liabilities
Mortgage Notes Payable Secured by Investment Property$17,648,198$17,555,472▼ $92,726
Accounts Payable and Accrued Expenses$635,506$750,599▲ $115,093
Total Liabilities$18,283,704$18,306,071▲ $22,367
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,244,654$1,944,417▼ $300,237
Net Assets With Donor Restrictions$13,706$850,888▲ $837,182
Total Net Assets Fund Balance$2,258,360$2,795,305▲ $536,945
Total Liabilities and Net Assets / Fund Balance$20,542,064$21,101,376▲ $559,312

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,872,990$3,824,637$19,697,627
Equipment$402,496$562,880$965,376
Land$400,000-$400,000
Other Land Buildings$34,898$19,997$54,895
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie EcclesExecutive DirectorFT$109,324$10,256$119,580
Gichin MarsdenMiddle School DirectorFT$102,460$3,931$106,391
Emily WillsonElementary DirectorFT$85,639$8,292$93,931

Board Members and Trustees

NameTitle
Angie JenkinsBoard Chair, July - Sept
Brandon ClarkBoard Chair, Oct - June
Cathy HunterVice Chair
Danelle RobinsBoard Member
Lori Dow GielewiczBoard Member
Michael JonesBoard Member
Miles LawrenceBoard Member
Amy LearTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Pine Tree ConstructionConstruction1959 S 4130 W STE E, Salt Lake City, UT 84104$174,237
Public Employees Health ProgramMedical & Dental Ins. PremiumPO BOX 3503, Salt Lake City, UT 84110$168,435
Revenue and Support

Revenue Composition

Contributions and Grants
$13,972,812
Program Service Revenue
$154,284
Investment Income
$7,629
Other Revenue
$485
All Other Contributions
$126,591
Change in Net Assets
$851,140

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,135,210
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$14,135,210
Total Revenue per Form 990
$14,135,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,563,572
Other Expenses$3,720,498
Total Fundraising Expense$12,596
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,535,767--$7,535,767
Other Employee Benefits$744,215--$744,215
Interest$725,060--$725,060
Depreciation Depletion$557,005--$557,005
Payroll Taxes$541,799--$541,799
Pension Plan Contributions$375,137--$375,137
Current Officers, Directors, Trustees, and Key Employees$85,965$268,093$12,596$366,654
Fees for Services Other$223,711--$223,711
Information Technology$139,777--$139,777
Other Expenses$99,231--$99,231
Insurance$15,655$17,900-$33,555
All Other Expenses$32,310--$32,310
Fees for Services Accounting-$31,650-$31,650
Fees for Services Legal-$22,312-$22,312
Advertising$8,750$385-$9,135
Travel$5,300--$5,300
Total Functional Expenses$12,931,134$340,340$12,596$13,284,070

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,284,070
Total Expenses per Audited Statements$13,284,070
Total Expenses per Form 990$13,284,070
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
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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the board.”

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 B, Line 15

“The director's compensation is based on approved pay scales which are reviewed annually by the board of directors.”

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
Matt Hymas
Title
Executive Director
Phone
4358823062
Signed
2023-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandon Clark
Formed
2009
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
276
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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Fasb to gasb adjustment -314,195.”

Raw XML AppendixShowing 400 of 456 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0635506
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0750599
IRS990/AccountsReceivableGrp/EOYAmt05210
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE SCHOLARS WITH A BROAD CLASSICAL FOUNDATION OF KNOWLEDGE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0385
IRS990/AdvertisingGrp/ProgramServicesAmt08750
IRS990/AdvertisingGrp/TotalAmt09135
IRS990/AllOtherContributionsAmt0126591
IRS990/AllOtherExpensesGrp/ProgramServicesAmt032310
IRS990/AllOtherExpensesGrp/TotalAmt032310
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER MARTIN
IRS990/BooksInCareOfDetail/PhoneNum04358823062
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0124 EAST ERDA WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0ERDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084074
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02801008
IRS990/CashNonInterestBearingGrp/EOYAmt02700665
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt012596
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0268093
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt085965
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0366654
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0174237
IRS990/ContractorCompensationGrp/CompensationAmt1168435
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01959 S 4130 W STE E
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 3503
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SALT LAKE CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SALT LAKE CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd084104
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd184110
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PINE TREE CONSTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1PUBLIC EMPLOYEES HEALTH PROGRAM
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1MEDICAL & DENTAL INS. PREMIUM
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013972812
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07629
IRS990/CYOtherExpensesAmt03720498
IRS990/CYOtherRevenueAmt0485
IRS990/CYProgramServiceRevenueAmt0154284
IRS990/CYRevenuesLessExpensesAmt0851140
IRS990/CYSalariesCompEmpBnftPaidAmt09563572
IRS990/CYTotalExpensesAmt013284070
IRS990/CYTotalFundraisingExpenseAmt012596
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014135210
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0557005
IRS990/DepreciationDepletionGrp/TotalAmt0557005
IRS990/Desc0EDUCATE SCHOLARS FROM KINDERGARTEN THROUGH EIGTH GRADE WITH A LIBERAL ARTS, CLASSICAL EDUCATION SCHOOL MODEL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt013706
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0850888
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0276
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt012931134
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031650
IRS990/FeesForServicesAccountingGrp/TotalAmt031650
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt022312
IRS990/FeesForServicesLegalGrp/TotalAmt022312
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0223711
IRS990/FeesForServicesOtherGrp/TotalAmt0223711
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt810256
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt98292
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt103931
IRS990/Form990PartVIISectionAGrp/PersonNm0ANGIE JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm1BRANDON CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHY HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm3AMY LEAR
IRS990/Form990PartVIISectionAGrp/PersonNm4MILES LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL JONES
IRS990/Form990PartVIISectionAGrp/PersonNm6DANELLE ROBINS
IRS990/Form990PartVIISectionAGrp/PersonNm7LORI DOW GIELEWICZ
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHANIE ECCLES
IRS990/Form990PartVIISectionAGrp/PersonNm9EMILY WILLSON
IRS990/Form990PartVIISectionAGrp/PersonNm10GICHIN MARSDEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8109324
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt985639
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10102460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR, JULY - SEPT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR, OCT - JUNE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9ELEMENTARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10MIDDLE SCHOOL DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt013846221
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt014135210
IRS990/GrossRentsGrp/RealAmt0485
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0139777
IRS990/InformationTechnologyGrp/TotalAmt0139777
IRS990/InsuranceGrp/ManagementAndGeneralAmt017900
IRS990/InsuranceGrp/ProgramServicesAmt015655
IRS990/InsuranceGrp/TotalAmt033555
IRS990/InterestGrp/ProgramServicesAmt0725060
IRS990/InterestGrp/TotalAmt0725060
IRS990/InvestmentIncomeGrp/ExclusionAmt07629
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07629
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01012039
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04407514
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016491584
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016710384
IRS990/LandBldgEquipCostOrOtherBssAmt021117898
IRS990/LegalDomicileStateCd0UT
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EXCELSIOR 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
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt017648198
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt017555472
IRS990/NetAssetsOrFundBalancesBOYAmt02258360
IRS990/NetAssetsOrFundBalancesEOYAmt02795305
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0485
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0485
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02244654
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01944417
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-314195
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0744215
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0744215
IRS990/OtherExpensesGrp/Desc0GENERAL SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc1TEXTBOOKS AND EDUCATION
IRS990/OtherExpensesGrp/Desc2PROPERTY MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ProgramServicesAmt01118832
IRS990/OtherExpensesGrp/ProgramServicesAmt1622369
IRS990/OtherExpensesGrp/ProgramServicesAmt2100251
IRS990/OtherExpensesGrp/ProgramServicesAmt399231
IRS990/OtherExpensesGrp/TotalAmt01118832
IRS990/OtherExpensesGrp/TotalAmt1622369
IRS990/OtherExpensesGrp/TotalAmt2100251
IRS990/OtherExpensesGrp/TotalAmt399231
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07535767
IRS990/OtherSalariesAndWagesGrp/TotalAmt07535767
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0541799
IRS990/PayrollTaxesGrp/TotalAmt0541799
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0375137
IRS990/PensionPlanContributionsGrp/TotalAmt0375137
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0181928
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0588977
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06542
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030075
IRS990/PrincipalOfficerNm0BRANDON CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES AND ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0154284
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0154284
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011811701
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06988
IRS990/PYOtherExpensesAmt02777046
IRS990/PYOtherRevenueAmt0140
IRS990/PYProgramServiceRevenueAmt0164238
IRS990/PYRevenuesLessExpensesAmt01076984
IRS990/PYSalariesCompEmpBnftPaidAmt08129037
IRS990/PYTotalExpensesAmt010906083
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011983067
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0851140
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0485
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0154284
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01061002
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054026
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt015872990
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03824637
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt019697627
IRS990ScheduleD/EquipmentGrp/BookValueAmt0402496
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0562880
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0965376
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt013284070
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt034898
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019997
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt054895
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt014135210
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016710384
IRS990ScheduleD/TotalExpensesPerForm990Amt013284070
IRS990ScheduleD/TotalRevenuePerForm990Amt014135210
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014135210
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013284070
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/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
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/ExplanationTxt3THE DIRECTOR'S COMPENSATION IS BASED ON APPROVED PAY SCALES WHICH ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FASB TO GASB ADJUSTMENT -314,195.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt020542064
IRS990/TotalAssetsEOYAmt021101376
IRS990/TotalAssetsGrp/BOYAmt020542064
IRS990/TotalAssetsGrp/EOYAmt021101376
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt013972812
IRS990/TotalEmployeeCnt0276
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012596
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0340340
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012931134
IRS990/TotalFunctionalExpensesGrp/TotalAmt013284070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018283704
IRS990/TotalLiabilitiesEOYAmt018306071
IRS990/TotalLiabilitiesGrp/BOYAmt018283704
IRS990/TotalLiabilitiesGrp/EOYAmt018306071
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02258360
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02795305
IRS990/TotalOtherCompensationAmt022479
IRS990/TotalProgramServiceExpensesAmt012931134
IRS990/TotalProgramServiceRevenueAmt0154284

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,101,376
Liabilities
$18,306,071
Net assets
$2,795,305
Revenue
$14,135,210
Expenses
$13,284,070
Net income
$851,140
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