Civic Intelligence

Indiana Schools of Excellence Inc

EIN 26-1389214 • 501(c)3 • South Bend, IN

Profile

To provide a strong academic curriculum and broad cultural experiences in a supportive, innovative, and challenging environment that fosters academic success, good citizenship, and creates life-long learners.

3502 South Michigan StreetSouth Bend, IN 46614

n/a

Siviq Scores

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

Liabilities / Assets

96th percentile

1.34x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

1.12x

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

501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

29th percentile

-4.8%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$83,692

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,530,237

Down $248,119 (-14%) from 2017

Liabilities

Down

$2,053,896

Down $159,846 (-7.2%) from 2017

Net Assets

Down

-$523,659

Down $88,273 (-20%) from 2017

Revenue

Down

$1,840,124

Down $237,779 (-11%) from 2017

Expenses

Down

$1,928,397

Down $226,590 (-11%) from 2017

Net Income

Down

-$88,273

Down $11,189 (-15%) from 2017

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $4,337,854Liabilities 2012: $4,366,854Net Assets 2012: -$29,0002012Assets 2016: $1,999,709Liabilities 2016: $2,358,011Net Assets 2016: -$358,3022016Assets 2017: $1,778,356Liabilities 2017: $2,213,742Net Assets 2017: -$435,3862017Assets 2018: $1,530,237Liabilities 2018: $2,053,896Net Assets 2018: -$523,6592018

Highlighted filing

2018

Assets$1,530,237
Liabilities$2,053,896
Net Assets-$523,659

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $2,751,4212012Revenue 2016: $2,257,971Expenses 2016: $2,554,221Net Income 2016: -$296,2502016Revenue 2017: $2,077,903Expenses 2017: $2,154,987Net Income 2017: -$77,0842017Revenue 2018: $1,840,124Expenses 2018: $1,928,397Net Income 2018: -$88,2732018

Highlighted filing

2018

Revenue$1,840,124
Expenses$1,928,397
Net Income-$88,273

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$1,840,124
Mission and Program Overview

Mission

To provide a strong academic curriculum and broad cultural experiences in a supportive, innovative, and challenging environment that fosters academic success, good citizenship, and creates life-long learners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,648,814$1,456,597▼ $192,217
Cash and Non-Interest-Bearing Accounts$32,803$68,653▲ $35,850
Pledges and Grants Receivable$95,487$3,735▼ $91,752
Prepaid Expenses and Deferred Charges$980$980→ $0
Savings and Temporary Cash Investments$272$272→ $0
Total Assets$1,778,356$1,530,237▼ $248,119
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,829,759$1,717,816▼ $111,943
Accounts Payable and Accrued Expenses$383,983$336,080▼ $47,903
Total Liabilities$2,213,742$2,053,896▼ $159,846
Net Assets / Fund Balance
Unrestricted Net Assets$-435,386$-523,659▼ $88,273
Total Net Assets Fund Balance$-435,386$-523,659▼ $88,273
Total Liabilities and Net Assets / Fund Balance$1,778,356$1,530,237▼ $248,119

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,275,344$1,201,507$2,476,851
Other Land Buildings$31,253$778,294$809,547
Land$150,000-$150,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Samantha SmithDirectorFT$83,692$83,692

Board Members and Trustees

NameTitle
Yolanda Turner-smithPresident
Albert SmithVice President
Charles JamersonMember
Rhonda DavisMember
Janet KrouseSecretary
Phyllis PerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,831,968
Program Service Revenue
$7,028
Investment Income
$79
Other Revenue
$1,049
Change in Net Assets
$-88,273

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,840,124
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,840,124
Total Revenue per Form 990
$1,840,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,163,911
Other Expenses$764,486
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$665,629$156,664-$822,293
Depreciation Depletion$192,216--$192,216
Fees for Services Other$123,192$11,152-$134,344
Other Employee Benefits$99,027$20,056-$119,083
Interest-$97,643-$97,643
Occupancy$91,037--$91,037
Current Officers, Directors, Trustees, and Key Employees-$84,317-$84,317
Payroll Taxes$53,159$19,072-$72,231
Pension Plan Contributions$56,572$9,415-$65,987
Office Expenses$21,323$29,539-$50,862
Information Technology$44,970--$44,970
Fees for Services Management-$40,674-$40,674
Fees for Services Accounting-$25,500-$25,500
Insurance-$13,841-$13,841
Travel$1,991$722-$2,713
Advertising-$1,565-$1,565
Other Expenses$661$173-$834
Total Functional Expenses$1,418,064$510,333$0$1,928,397

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,928,397
Total Expenses per Audited Statements$1,928,397
Total Expenses per Form 990$1,928,397
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
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

Documentation by committee: the organization does not have committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

Organization's process to review form 990: a copy of the form 990 was reviewed by the board prior to being signed and mailed to the irs.

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

Enforcement of conflicts policy: trustees are required annually to reaffirm their lack of conflicts and abstain from voting if any conflict or appearance of conflict is present.

Form 990, Part VI, Section B, Line 15

Salaries are determined by standard rates in the region as appropriate for one's experience and education level.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure: all governing documents, conflict of interest policy, and financial statements are available in the school office upon request.

Filing and Contact Details

Filer

Filer Name
Indiana Schools of Excellence Inc
EIN
26-1389214
Phone
5742316600
Address
3502 SOUTH MICHIGAN STREET, SOUTH BEND, IN 46614
Doing Business As
Xavier School of Excellence

Signing Officer

Name
Albert Smith
Title
Board Vice President
Phone
5742316600
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Albert Smith
Formed
2008
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
44
Volunteers
15

Preparer

Firm
Donovan Pc
Address
5151 E US HWY 36, AVON, IN 46123
Preparer
Rex E Miller CPA Cgma
Phone
3177456411
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Effective june 30, 2018, the school ceased operations.

FORM 990, PART XII, LINE 2C:

The organization's oversight process and selection process did not change during the tax year.

Financial Statement Notes

PART X, LINE 2:

Professional accounting standards require the school to recognize a tax liability only if it is more likely than not the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax liability that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax liability is recorded. The school has examined this issue and has determined that there are no material contingent tax liabilities or questionable tax positions. The tax years ending after 2014 are open to audit for both federal and state purposes.

Raw XML AppendixShowing 400 of 417 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/BOYAmt0383983
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0336080
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE A STRONG ACADEMIC CURRICULUM AND BROAD CULTURAL EXPERIENCES IN A SUPPORTIVE, INNOVATIVE, AND CHALLENGING ENVIRONMENT THAT FOSTERS ACADEMIC SUCCESS, GOOD CITIZENSHIP, AND CREATES LIFE-LONG LEARNERS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01565
IRS990/AdvertisingGrp/TotalAmt01565
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JIM SHAFER
IRS990/BooksInCareOfDetail/PhoneNum05742918400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03502 SOUTH MICHIGAN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTH BEND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046614
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt032803
IRS990/CashNonInterestBearingGrp/EOYAmt068653
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt084317
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt084317
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01831968
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt079
IRS990/CYOtherExpensesAmt0764486
IRS990/CYOtherRevenueAmt01049
IRS990/CYProgramServiceRevenueAmt07028
IRS990/CYRevenuesLessExpensesAmt0-88273
IRS990/CYSalariesCompEmpBnftPaidAmt01163911
IRS990/CYTotalExpensesAmt01928397
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01840124
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0192216
IRS990/DepreciationDepletionGrp/TotalAmt0192216
IRS990/Desc0THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL, WHICH PROVIDED EDUCATIONAL INSTRUCTION TO APPROXIMATELY 190 STUDENTS IN GRADES KINDERGARTEN THROUGH EIGHT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0XAVIER SCHOOL OF EXCELLENCE
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt044
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01418064
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt025500
IRS990/FeesForServicesAccountingGrp/TotalAmt025500
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt040674
IRS990/FeesForServicesManagementGrp/TotalAmt040674
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011152
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0123192
IRS990/FeesForServicesOtherGrp/TotalAmt0134344
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ALBERT SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1YOLANDA TURNER-SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2JANET KROUSE
IRS990/Form990PartVIISectionAGrp/PersonNm3PHYLLIS PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES JAMERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5RHONDA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm6SAMANTHA SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt683692
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt01831968
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01840124
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt044970
IRS990/InformationTechnologyGrp/TotalAmt044970
IRS990/InsuranceGrp/ManagementAndGeneralAmt013841
IRS990/InsuranceGrp/TotalAmt013841
IRS990/InterestGrp/ManagementAndGeneralAmt097643
IRS990/InterestGrp/TotalAmt097643
IRS990/InvestmentIncomeGrp/ExclusionAmt079
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01979801
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01648814
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01456597
IRS990/LandBldgEquipCostOrOtherBssAmt03436398
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE A STRONG ACADEMIC CURRICULUM AND BROAD CULTURAL EXPERIENCES IN A SUPPORTIVE, INNOVATIVE, AND CHALLENGING ENVIRONMENT THAT FOSTERS ACADEMIC SUCCESS, GOOD CITIZENSHIP, AND CREATES LIFE-LONG LEARNERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01829759
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01717816
IRS990/NetAssetsOrFundBalancesBOYAmt0-435386
IRS990/NetAssetsOrFundBalancesEOYAmt0-523659
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt091037
IRS990/OccupancyGrp/TotalAmt091037
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029539
IRS990/OfficeExpensesGrp/ProgramServicesAmt021323
IRS990/OfficeExpensesGrp/TotalAmt050862
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020056
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt099027
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0119083
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1STAFF TRAINING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0173
IRS990/OtherExpensesGrp/ProgramServicesAmt065840
IRS990/OtherExpensesGrp/ProgramServicesAmt12447
IRS990/OtherExpensesGrp/ProgramServicesAmt2661
IRS990/OtherExpensesGrp/TotalAmt065840
IRS990/OtherExpensesGrp/TotalAmt12447
IRS990/OtherExpensesGrp/TotalAmt2834
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01049
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01049
IRS990/OtherRevenueTotalAmt01049
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0156664
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0665629
IRS990/OtherSalariesAndWagesGrp/TotalAmt0822293
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019072
IRS990/PayrollTaxesGrp/ProgramServicesAmt053159
IRS990/PayrollTaxesGrp/TotalAmt072231
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09415
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt056572
IRS990/PensionPlanContributionsGrp/TotalAmt065987
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt095487
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03735
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0980
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0980
IRS990/PrincipalOfficerNm0ALBERT SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07028
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07028
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02065123
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt059
IRS990/PYOtherExpensesAmt0807686
IRS990/PYOtherRevenueAmt03860
IRS990/PYProgramServiceRevenueAmt08861
IRS990/PYRevenuesLessExpensesAmt0-77084
IRS990/PYSalariesCompEmpBnftPaidAmt01347301
IRS990/PYTotalExpensesAmt02154987
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02077903
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-88273
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07028
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0272
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0272
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01275344
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01201507
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02476851
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01928397
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0150000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0150000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt031253
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0778294
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0809547
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01840124
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROFESSIONAL ACCOUNTING STANDARDS REQUIRE THE SCHOOL TO RECOGNIZE A TAX LIABILITY ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX LIABILITY THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX LIABILITY IS RECORDED. THE SCHOOL HAS EXAMINED THIS ISSUE AND HAS DETERMINED THAT THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES OR QUESTIONABLE TAX POSITIONS. THE TAX YEARS ENDING AFTER 2014 ARE OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01456597
IRS990ScheduleD/TotalExpensesPerForm990Amt01928397
IRS990ScheduleD/TotalRevenuePerForm990Amt01840124
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01840124
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01928397
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0COMMUNICATIONS FROM THE ORGANIZATION CLEARLY INDICATE THAT ANY STUDENT MAY ATTEND.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO SCHOLARSHIPS OR FINANCIAL AID ARE AWARDED, SO THERE IS NO DISCRIMINATION FACTOR TO CONSIDER. NO SOLICITATIONS FOR CONTRIBUTIONS HAVE BEEN MADE TO THE PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION RECEIVES TUITION SUPPORT FROM THE STATE OF INDIANA AS WELL AS FUNDING UNDER FEDERAL PROGRAMS ADMINISTERED BY THE INDIANA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JUNE 30, 2018, THE SCHOOL CEASED OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTATION BY COMMITTEE: THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION'S PROCESS TO REVIEW FORM 990: A COPY OF THE FORM 990 WAS REVIEWED BY THE BOARD PRIOR TO BEING SIGNED AND MAILED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENFORCEMENT OF CONFLICTS POLICY: TRUSTEES ARE REQUIRED ANNUALLY TO REAFFIRM THEIR LACK OF CONFLICTS AND ABSTAIN FROM VOTING IF ANY CONFLICT OR APPEARANCE OF CONFLICT IS PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARIES ARE DETERMINED BY STANDARD RATES IN THE REGION AS APPROPRIATE FOR ONE'S EXPERIENCE AND EDUCATION LEVEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE: ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE SCHOOL OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S OVERSIGHT PROCESS AND SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01778356
IRS990/TotalAssetsEOYAmt01530237
IRS990/TotalAssetsGrp/BOYAmt01778356
IRS990/TotalAssetsGrp/EOYAmt01530237
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01831968
IRS990/TotalEmployeeCnt044
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0510333
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01418064
IRS990/TotalFunctionalExpensesGrp/TotalAmt01928397
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02213742
IRS990/TotalLiabilitiesEOYAmt02053896
IRS990/TotalLiabilitiesGrp/BOYAmt02213742
IRS990/TotalLiabilitiesGrp/EOYAmt02053896
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-435386
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-523659
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01418064
IRS990/TotalProgramServiceRevenueAmt07028
IRS990/TotalReportableCompFromOrgAmt083692
IRS990/TotalRevenueGrp/ExclusionAmt079
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08077
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01840124
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01778356
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01530237
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0722
IRS990/TravelGrp/ProgramServicesAmt01991
IRS990/TravelGrp/TotalAmt02713
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-435386
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-523659
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03502 SOUTH MICHIGAN STREET
IRS990/USAddress/CityNm0SOUTH BEND
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046614
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05742316600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIANA SCHOOLS OF EXCELLENCE INC
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0261389214
ReturnHeader/Filer/PhoneNum05742316600
ReturnHeader/Filer/USAddress/AddressLine1Txt03502 SOUTH MICHIGAN STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046614
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C61F94137DE43BD871D359902D4E9BBF24EE65CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.78.71.106

Document Assets

No mirrored PDF or thumbnail assets are attached yet.