Civic Intelligence

Excelsior Academies Inc.

990 • Fiscal year 2022 • EIN 26-2248006

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 17, 2022

Organization ProfileWWW.EXCELSIORCHARTERACADEMY.ORG

View Organization Page

11905 SW 78th TerraceMiami, FL 33183

(305) 888-8359

Siviq Scores

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

Liabilities / Assets

89th percentile

0.85x

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

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

Liabilities / Revenue

82nd percentile

1.20x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

47th percentile

5.6%

Higher net margin than 47% of similar nonprofits.

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

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.

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

Asset Growth

59th percentile

3.9%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$11,544,923

Up $430,034 (+3.9%) from 2021

Net Assets

Up

$1,707,872

Up $454,055 (+36%) from 2021

Liabilities

Down

$9,837,051

Down $24,021 (-0.2%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin47th percentile

Revenue

Up

$8,167,644

Up $1,078,374 (+15%) from 2021

Expenses

Up

$7,713,589

Up $1,010,794 (+15%) from 2021

Net Income

Up

$454,055

Up $67,580 (+17%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2022

Assets$11,544,923
Liabilities$9,837,051
Net Assets$1,707,872
Open 2022 Filing

Operations Trend

Revenue Growth67th 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

2022

Revenue$8,167,644
Expenses$7,713,589
Net Income$454,055
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 17, 2022
Return Version
2021v4.2
Gross Receipts
$8,167,644
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$9,358,516$9,505,816▲ $147,300
Cash and Non-Interest-Bearing Accounts$1,316,828$1,070,753▼ $246,075
Pledges and Grants Receivable$359,945$841,354▲ $481,409
Total Assets$11,114,889$11,544,923▲ $430,034
Other Assets Total$79,600$127,000▲ $47,400
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,449,056$9,513,634▲ $64,578
Other Liabilities$175,157$201,311▲ $26,154
Accounts Payable and Accrued Expenses$236,859$122,106▼ $114,753
Total Liabilities$9,861,072$9,837,051▼ $24,021
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,253,817$1,707,872▲ $454,055
Total Net Assets Fund Balance$1,253,817$1,707,872▲ $454,055
Total Liabilities and Net Assets / Fund Balance$11,114,889$11,544,923▲ $430,034

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,178,573$1,038,603$9,217,176
Equipment$327,243$1,366,213$1,693,456
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
$8,167,644
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,334,026
Change in Net Assets
$454,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,713,589
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$829,401--$829,401
Depreciation Depletion$774,637--$774,637
Interest$520,963--$520,963
Other Expenses$125,853--$125,853
Total Functional Expenses$7,713,589$0$0$7,713,589
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
Salaries wages payable - ELA$91,257
Federal income taxes$68,026
Salaries wages payable - ECA$42,028
Due to other agency-
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
11905 SW 78th Terrace, Miami, FL 33183

Signing Officer

Name
Steve Gardner
Title
Fical Officer
Phone
3058888359
Signed
2022-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Gardner
Formed
2006
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
130

Preparer

Firm
Holmes & Holmes Taxperts
Address
110 Front Street 300, Jupiter, FL 33477
Preparer
Al Holmes CPA
Phone
8002140969
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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 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/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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Gardner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Fical Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum03058888359
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR ACADEMIES INC
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0262248006
ReturnHeader/Filer/PhoneNum03058888359
ReturnHeader/Filer/USAddress/AddressLine1Txt011905 SW 78th Terrace
ReturnHeader/Filer/USAddress/CityNm0Miami
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033183
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272066300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holmes & Holmes Taxperts
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 Front Street 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jupiter
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033477
ReturnHeader/PreparerPersonGrp/PhoneNum08002140969
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AL HOLMES CPA
ReturnHeader/ReturnTs02022-10-17T01:14:31-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Steve
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gardner
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$11,544,923
Liabilities
$9,837,051
Net assets
$1,707,872
Revenue
$8,167,644
Expenses
$7,713,589
Net income
$454,055
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