Civic Intelligence

Excelsior Academies Inc.

990 • Fiscal year 2018 • EIN 26-2248006

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 11, 2018

Organization ProfileWWW.EXCELSIORCHARTERACADEMY.ORG

View Organization Page

15785 SW 56 TH StreetMiami, FL 33185

(305) 888-8359

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.11x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

61st percentile

6.9%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

92nd percentile

42%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2018

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$1,668,015

Up $1,086,288 (+187%) from 2015

Net Assets

Up

$1,492,278

Up $1,155,615 (+343%) from 2015

Liabilities

Down

$175,737

Down $69,327 (-28%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin61st percentile

Revenue

Up

$6,695,848

Up $2,899,023 (+76%) from 2015

Expenses

Up

$6,237,075

Up $2,449,672 (+65%) from 2015

Net Income

Up

$458,773

Up $449,351 (+4769%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$15M$10M$5.0M$0Assets 2015: $581,727Liabilities 2015: $245,064Net Assets 2015: $336,6632015Assets 2018: $1,668,015Liabilities 2018: $175,737Net Assets 2018: $1,492,2782018Assets 2019: $1,813,253Liabilities 2019: $222,652Net Assets 2019: $1,590,6012019Assets 2020: $11,091,398Liabilities 2020: $10,224,056Net Assets 2020: $867,3422020Assets 2021: $11,114,889Liabilities 2021: $9,861,072Net Assets 2021: $1,253,8172021Assets 2022: $11,544,923Liabilities 2022: $9,837,051Net Assets 2022: $1,707,8722022Assets 2023: $11,830,507Liabilities 2023: $9,206,636Net Assets 2023: $2,623,8712023Assets 2024: $12,342,819Liabilities 2024: $9,170,170Net Assets 2024: $3,172,6492024Assets 2025: $11,191,960Liabilities 2025: $8,631,477Net Assets 2025: $2,560,4832025

Highlighted filing

2018

Assets$1,668,015
Liabilities$175,737
Net Assets$1,492,278
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $3,796,825Expenses 2015: $3,787,403Net Income 2015: $9,4222015Revenue 2018: $6,695,848Expenses 2018: $6,237,075Net Income 2018: $458,7732018Revenue 2019: $6,935,912Expenses 2019: $6,837,589Net Income 2019: $98,3232019Revenue 2020: $5,800,707Expenses 2020: $6,397,133Net Income 2020: -$596,4262020Revenue 2021: $7,089,270Expenses 2021: $6,702,795Net Income 2021: $386,4752021Revenue 2022: $8,167,644Expenses 2022: $7,713,589Net Income 2022: $454,0552022Revenue 2023: $9,965,945Expenses 2023: $9,049,946Net Income 2023: $915,9992023Revenue 2024: $10,828,277Expenses 2024: $10,279,499Net Income 2024: $548,7782024Revenue 2025: $9,711,656Expenses 2025: $10,323,822Net Income 2025: -$612,1662025

Highlighted filing

2018

Revenue$6,695,848
Expenses$6,237,075
Net Income$458,773
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.3
Gross Receipts
$6,695,848
Mission and Program Overview

Mission

Provide educational services to students in kindergarten to ninth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$647,626$1,153,350▲ $505,724
Land, Buildings, and Equipment, Net$225,929$308,815▲ $82,886
Prepaid Expenses and Deferred Charges$53,181$37,500▼ $15,681
Pledges and Grants Receivable$36,284$18,189▼ $18,095
Total Assets$1,102,620$1,668,015▲ $565,395
Other Assets Total$139,600$150,161▲ $10,561
Liabilities
Other Liabilities$89,091$119,768▲ $30,677
Mortgage Notes Payable Secured by Investment Property-$55,000-
Accounts Payable and Accrued Expenses-$969-
Total Liabilities$89,091$175,737▲ $86,646
Net Assets / Fund Balance
Unrestricted Net Assets$1,013,529$1,492,278▲ $478,749
Total Net Assets Fund Balance$1,013,529$1,492,278▲ $478,749
Total Liabilities and Net Assets / Fund Balance$1,102,620$1,668,015▲ $565,395

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$308,815$862,367$1,171,182
Other Assets Org$10,561--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Claudia TrillesChairman
Ariel EdwardsDirector
Dulce MoreDirector
Janell W FergusonPrincipal
Revenue and Support

Revenue Composition

Contributions and Grants
$6,690,998
Program Service Revenue
$4,850
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,540,742
Change in Net Assets
$458,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,311,099
Other Expenses$2,925,976
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,479,150--$2,479,150
Occupancy$812,776--$812,776
Other Employee Benefits$485,949--$485,949
All Other Expenses$453,870--$453,870
Other Expenses$424,381--$424,381
Current Officers, Directors, Trustees, and Key Employees$346,000--$346,000
Travel$102,140--$102,140
Depreciation Depletion$97,955--$97,955
Insurance$80,495--$80,495
Fees for Services Management$26,250--$26,250
Fees for Services Accounting$18,116--$18,116
Total Functional Expenses$6,237,075$0$0$6,237,075
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Federal income taxes$64,469
Salaries wages payable - ECA$48,063
Salaries wages payable - ELA$7,236
Salaries wages payable - EPCS-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes

Governance Explanations

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

“The IRS form 990 is reviewed and approved by the executive board prior to the electronic filing, all actions were ratified by the full board in the regularily held quarterly meetings.”

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

“This process is monitored through the board application process and followed through during the quarterly board meetings. Board members are required to complete an annual conflict of interest statements.”

Form 990, Part VI, Section B, Line 15B

“The Executive Board reviews comparable compensations of other Principals, Key Employees and Highly Compensated Employees locally and nationally as part of the compensation review process.”

Filing and Contact Details

Filer

Filer Name
Excelsior Academies Inc
EIN
26-2248006
Phone
3058888359
Address
15785 SW 56 TH Street, MIAMI, FL 33185

Signing Officer

Name
Claudia Trilles
Title
Chairman
Signed
2018-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claudia Trilles
Formed
2006
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
35

Preparer

Firm
SL Gardner & Company PA
Address
2413 Main Street 115, Miramar, FL 33025
Preparer
Steve L Gardner CPA
Phone
3056063102
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The IRS form 990 is reviewed and approved by the executive board prior to the electronic filing, all actions were ratified by the full board in the regularily held quarterly meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This process is monitored through the board application process and followed through during the quarterly board meetings. Board members are required to complete an annual conflict of interest statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Board reviews comparable compensations of other Principals, Key Employees and Highly Compensated Employees locally and nationally as part of the compensation review process.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15B
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IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01102620
IRS990/TotalAssetsEOYAmt01668015
IRS990/TotalAssetsGrp/BOYAmt01102620
IRS990/TotalAssetsGrp/EOYAmt01668015
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06690998
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06237075
IRS990/TotalFunctionalExpensesGrp/TotalAmt06237075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt089091
IRS990/TotalLiabilitiesEOYAmt0175737
IRS990/TotalLiabilitiesGrp/BOYAmt089091
IRS990/TotalLiabilitiesGrp/EOYAmt0175737
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01013529
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01492278
IRS990/TotalProgramServiceExpensesAmt06237075
IRS990/TotalProgramServiceRevenueAmt04850
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06695848
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01102620
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01668015
IRS990/TravelGrp/ProgramServicesAmt0102140
IRS990/TravelGrp/TotalAmt0102140
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01013529
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01492278
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03520 NW 191 Street
IRS990/USAddress/CityNm0Miami Gardens
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033056
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.EXCELSIORCHARTERACADEMY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Claudia Trilles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR ACADEMIES INC
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0262248006
ReturnHeader/Filer/PhoneNum03058888359
ReturnHeader/Filer/USAddress/AddressLine1Txt015785 SW 56 TH Street
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033185
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FDDACEDF61A0743CBEC6B5EF700BEB0538603A5F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FDDACEDF61A0743CBEC6B5EF700BEB0538603A5F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.74.61.239
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm021:13:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SL Gardner & Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02413 Main Street 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Miramar
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033025
ReturnHeader/PreparerPersonGrp/PhoneNum03056063102
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve L Gardner CPA
ReturnHeader/ReturnTs02018-10-11T08:42:35-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,668,015
Liabilities
$175,737
Net assets
$1,492,278
Revenue
$6,695,848
Expenses
$6,237,075
Net income
$458,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$8.63$2.56$9.71$10.3$0.61
2024Detailed filing. Detailed filing data is available for this year.$12.3$9.17$3.17$10.8$10.3$0.55
2023Detailed filing. Detailed filing data is available for this year.$11.8$9.21$2.62$9.97$9.05$0.92
2022Detailed filing. Detailed filing data is available for this year.$11.5$9.84$1.71$8.17$7.71$0.45
2021Detailed filing. Detailed filing data is available for this year.$11.1$9.86$1.25$7.09$6.70$0.39
2020Detailed filing. Detailed filing data is available for this year.$11.1$10.2$0.87$5.80$6.40$0.60
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.22$1.59$6.94$6.84$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.18$1.49$6.70$6.24$0.46
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.25$0.34$3.80$3.79$0.01