Civic Intelligence

Excelsior Academies Inc.

990 • Fiscal year 2020 • EIN 26-2248006

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 13, 2020

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

90th percentile

0.92x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

1.76x

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

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

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

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

Asset Growth

99th percentile

512%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

22nd percentile

-16%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$11,091,398

Up $9,278,145 (+512%) from 2019

Net Assets

Down

$867,342

Down $723,259 (-45%) from 2019

Liabilities

Up

$10,224,056

Up $10,001,404 (+4492%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin18th percentile

Revenue

Down

$5,800,707

Down $1,135,205 (-16%) from 2019

Expenses

Down

$6,397,133

Down $440,456 (-6.4%) from 2019

Net Income

Down

-$596,426

Down $694,749 (-707%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2020

Assets$11,091,398
Liabilities$10,224,056
Net Assets$867,342
Open 2020 Filing

Operations Trend

Revenue Growth22nd 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

2020

Revenue$5,800,707
Expenses$6,397,133
Net Income-$596,426
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 13, 2020
Return Version
2019v5.1
Gross Receipts
$5,800,707
Mission and Program Overview

Mission

Provide educational services to students in kindergarten to ninth grade.

Provide educational services to students in kindergarten to eighth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$257,250$9,576,043▲ $9,318,793
Cash and Non-Interest-Bearing Accounts$1,092,924$1,418,659▲ $325,735
Pledges and Grants Receivable$78,271$17,096▼ $61,175
Total Assets$1,568,045$11,091,398▲ $9,523,353
Other Assets Total$139,600$79,600▼ $60,000
Liabilities
Mortgage Notes Payable Secured by Investment Property-$10,114,762-
Other Liabilities$104,277$109,294▲ $5,017
Total Liabilities$104,277$10,224,056▲ $10,119,779
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,463,768$867,342▼ $596,426
Total Net Assets Fund Balance$1,463,768$867,342▼ $596,426
Total Liabilities and Net Assets / Fund Balance$1,568,045$11,091,398▲ $9,523,353

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,425,717$109,283$8,535,000
Equipment$150,326$1,121,201$1,271,527
Land$1,000,000-$1,000,000
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Gerardo RiveraChairman
Ariel EdwardsDirector
Charles WebberDirector
Janell W FergusonPrincipal
Revenue and Support

Revenue Composition

Contributions and Grants
$5,800,707
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,837,839
Change in Net Assets
$-596,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,397,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$1,096,593--$1,096,593
Other Expenses$770,530--$770,530
Depreciation Depletion$265,246--$265,246
Interest$244,458--$244,458
Total Functional Expenses$6,397,133$0$0$6,397,133
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$77,208
Salaries wages payable - ECA$32,086
Salaries wages payable - ELA-
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 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
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 annual meeting.”

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

“This process is monitored through the board application process and followed through during the annual board meeting. 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 CEOS, 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
Marcia Griffin
Title
Accountant
Signed
2020-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerardo Rivera
Formed
2006
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
129

Preparer

Firm
SL Gardner & Company PA
Address
2413 Main Street 115, Miramar, FL 33025
Preparer
Steve 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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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The charter school receives finding from the School Board of Miami-Dade County - the funding is based on the number of enrolled student for the school year.
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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 annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This process is monitored through the board application process and followed through during the annual board meeting. Board members are required to complete an annual conflict of interest statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Board reviews comparable compensations of other CEOS, 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/TotalLiabilitiesGrp/BOYAmt0104277
IRS990/TotalLiabilitiesGrp/EOYAmt010224056
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01463768
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0867342
IRS990/TotalProgramServiceExpensesAmt06397133
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05800707
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01568045
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011091398
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011905 SW 78th Terrace
IRS990/USAddress/CityNm0Miami
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033183
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.EXCELSIORCHARTERACADEMY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcia Griffin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Accountant
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-13
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/AtSubmissionCreationDeviceId0A4B55DAB02926B18DD5CCAC71325906460D9C679
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4B55DAB02926B18DD5CCAC71325906460D9C679
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.205.226.69
ReturnHeader/FilingSecurityInformation/IPDt02020-10-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:24:11
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/PreparationDt02020-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Gardner CPA
ReturnHeader/ReturnTs02020-10-13T09:28:54-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,091,398
Liabilities
$10,224,056
Net assets
$867,342
Revenue
$5,800,707
Expenses
$6,397,133
Net income
-$596,426
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