Civic Intelligence

Excelsior Academy

EIN 33-0293186 • 501(c)3 • Ramona, CA

View Organization Page

Profile

Schooling, education and counseling.

PO Box 732Ramona, CA 92065

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

12th percentile

-66%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-95%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $26,152 (-100%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $26,152 (-100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$39,492

Down $826,562 (-95%) from 2019

Expenses

Down

$65,644

Down $893,978 (-93%) from 2019

Net Income

Up

-$26,152

Up $67,416 (+72%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$600K$400K$200K$0Assets 2011: $465,514Liabilities 2011: $0Net Assets 2011: $465,5142011Assets 2012: $432,252Liabilities 2012: $0Net Assets 2012: $432,2522012Assets 2013: $297,126Liabilities 2013: $0Net Assets 2013: $297,1262013Assets 2014: $348,161Liabilities 2014: $0Net Assets 2014: $348,1612014Assets 2015: $244,606Liabilities 2015: $0Net Assets 2015: $244,6062015Assets 2016: $315,068Liabilities 2016: $112,991Net Assets 2016: $202,0772016Assets 2017: $201,304Liabilities 2017: $50,295Net Assets 2017: $151,0092017Assets 2018: $119,720Liabilities 2018: $0Net Assets 2018: $119,7202018Assets 2019: $26,152Liabilities 2019: $0Net Assets 2019: $26,1522019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,486,2232011Expenses 2012: $1,396,9462012Expenses 2013: $1,282,4322013Revenue 2014: $1,452,113Expenses 2014: $1,401,078Net Income 2014: $51,0352014Revenue 2015: $1,507,790Expenses 2015: $1,611,345Net Income 2015: -$103,5552015Revenue 2016: $1,688,603Expenses 2016: $1,731,132Net Income 2016: -$42,5292016Revenue 2017: $1,516,523Expenses 2017: $1,567,591Net Income 2017: -$51,0682017Revenue 2018: $1,362,721Expenses 2018: $1,394,010Net Income 2018: -$31,2892018Revenue 2019: $866,054Expenses 2019: $959,622Net Income 2019: -$93,5682019Revenue 2020: $39,492Expenses 2020: $65,644Net Income 2020: -$26,1522020

Highlighted filing

2020

Revenue$39,492
Expenses$65,644
Net Income-$26,152
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$39,492
Expenses
$65,644
Net income
-$26,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.87$0.96$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.36$1.39$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.05$0.15$1.52$1.57$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.11$0.20$1.69$1.73$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.51$1.61$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.45$1.40$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$1.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$1.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$1.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Feb 11, 2020
Return Version
2019v5.0
Gross Receipts
$39,492
Mission and Program Overview

Mission

Schooling, education and counseling.

Program Services

DescriptionGrantsExpenses
SCHOOLING, EDUCATION AND COUNSELING FOR LEARNING HANDICAPPED STUDENTS FROM SCHOOL DISTRICTS LOCATED THROUGHOUT SAN DIEGO COUNTY.$63,296-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE GILLISTreasurerFT$19,247-$19,247
SHIRLEY WILLADSENPresidentPT$14,250-$14,250
CLAUDIA FARNUMVoting Member-$0--
SARAH ANAYAVoting Member-$0--
PAUL GILMARTINVice President-$0--
LISA BROWNVoting Member-$0--
SCOTT HILKENEAdvising Member-$0--
NIKO SASSOVoting Member-$0--
Filing and Contact Details

Filer

Filer Name
Excelsior Academy
EIN
33-0293186
Phone
6195836762
Address
PO BOX 732, RAMONA, CA 92065

Signing Officer

Name
Julie Gillis
Title
Treasurer
Signed
2020-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Hinzman & Associates APC
Address
9820 Willow Creek Road Ste 270, San Diego, CA 92131
Preparer
Robert a Hinzman
Phone
8585351600
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $133”

Other Expenses.1012

“Insurance $1800”

Other Expenses.1

“ADVENTURE WEEK $14104”

Other Expenses.2

“OUTSIDE SERVICES $6582”

Other Expenses.3

“Program certifi & audit fees $4600”

Other Expenses.4

“ATTORNEY FEES $2348”

Other Expenses.5

“Kinsey grant transition $1731”

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE GILLIS
IRS990EZ/BooksInCareOfDetail/PhoneNum07042547185
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016345 BASSETT COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RAMONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026152
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26152
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026152
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt039492
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026152
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt319247
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt614250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAUDIA FARNUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH ANAYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL GILMARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE GILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT HILKENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHIRLEY WILLADSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NIKO SASSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VOTING MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VOTING MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VOTING MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ADVISING MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VOTING MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031298
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOLING, EDUCATION AND COUNSELING.
IRS990EZ/ProgramServiceRevenueAmt039492
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOLING, EDUCATION AND COUNSELING FOR LEARNING HANDICAPPED STUDENTS FROM SCHOOL DISTRICTS LOCATED THROUGHOUT SAN DIEGO COUNTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063296
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034346
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065644
IRS990EZ/TotalProgramServiceExpensesAmt063296
IRS990EZ/TotalRevenueAmt039492
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0FIXED ASSETS AND INTANGIBLES TRANSFERED IN PRIOR YEAR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-08-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0-1
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt02675 ROOSEVELT ST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SAN DIEGO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd092106
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVENTURE WEEK $14104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE SERVICES $6582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM CERTIFI & AUDIT FEES $4600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ATTORNEY FEES $2348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6KINSEY GRANT TRANSITION $1731
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0330293186
ReturnHeader/Filer/PhoneNum06195836762
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 732
ReturnHeader/Filer/USAddress/CityNm0RAMONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092065
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753081364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hinzman & Associates APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09820 Willow Creek Road Ste 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092131
ReturnHeader/PreparerPersonGrp/PhoneNum08585351600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A HINZMAN
ReturnHeader/ReturnTs02020-02-11T08:53:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-02-01
ReturnHeader/TaxPeriodEndDt02020-01-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.