Civic Intelligence

Excelsior Academy

990 • Fiscal year 2014 • EIN 33-0293186

Sep 01, 2013 to Aug 31, 2014 • Filed on Jan 13, 2015

Organization ProfileN/A

View Organization Page

7202 Princess View Drive92120

(619) 583-6762

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

53rd percentile

3.5%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

55th percentile

$72,072

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$348,161

Up $51,035 (+17%) from 2013

Net Assets

Up

$348,161

Up $51,035 (+17%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin53rd percentile

Revenue

$1,452,113

No earlier filing loaded for comparison.

Expenses

Up

$1,401,078

Up $118,646 (+9.3%) from 2013

Net Income

$51,035

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$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

2014

Assets$348,161
Liabilities$0
Net Assets$348,161
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$1,452,113
Expenses$1,401,078
Net Income$51,035
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jan 13, 2015
Return Version
2013v4.0
Gross Receipts
$1,452,113
Mission and Program Overview

Mission

Schooling, education and counseling.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$220,037$176,125▼ $43,912
Land, Buildings, and Equipment, Net$60,489$84,142▲ $23,653
Cash and Non-Interest-Bearing Accounts$16,600$65,158▲ $48,558
Intangible Assets-$22,736-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$297,126$348,161▲ $51,035
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$297,126$348,161▲ $51,035
Total Net Assets Fund Balance$297,126$348,161▲ $51,035
Total Liabilities and Net Assets / Fund Balance$297,126$348,161▲ $51,035

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$43,117$304,381$347,498
Equipment$35,479$16,214$51,693
Leasehold Improvements$5,546$854$6,400
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karina AranaMemberFT$72,072$72,072
Nance MaguirePresidentFT$53,880$53,880
Julie GillisTreasurerFT$52,800$52,800

Board Members and Trustees

NameTitle
Sarah AnayaMember
Joanie CudahySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$197,451
Program Service Revenue
$1,254,534
Investment Income
$128
Other Revenue
$0
All Other Contributions
$197,451
Change in Net Assets
$51,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,104,984
Other Expenses$296,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$708,043$84,193-$792,236
Current Officers, Directors, Trustees, and Key Employees$160,877$17,875-$178,752
Occupancy$83,283$9,244-$92,527
Payroll Taxes$60,525$6,725-$67,250
Other Employee Benefits$64,746--$64,746
All Other Expenses$22,050$6,584-$28,634
Insurance$8,388$16,339-$24,727
Office Expenses$13,886$4,429-$18,315
Depreciation Depletion-$11,905-$11,905
Other Expenses$7,385$3,688-$7,385
Travel$2,713$2,713-$5,426
Fees for Services Accounting-$4,437-$4,437
Pension Plan Contributions$2,000--$2,000
Fees for Services Other-$1,802-$1,802
Conferences and Meetings$1,008--$1,008
Fees for Services Legal-$7-$7
Total Functional Expenses$1,228,388$172,690$0$1,401,078
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the form 990 is provided to all board members prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Signed confirmation from officers & directors of conflict of interest policy is required annually at the beginning of each fiscal year.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board of directors performs a salary survey of similar non-profit organizations to confirm that executive and key employee compensation is reasonable.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
33-0293186
Phone
6195836762

Signing Officer

Name
Julie Gillis
Title
Treasurer
Signed
2015-01-13
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
28

Preparer

Preparer
Robert a Hinzman
Phone
8585351600
Raw XML Appendix395 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.

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IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SIGNED CONFIRMATION FROM OFFICERS & DIRECTORS OF CONFLICT OF INTEREST POLICY IS REQUIRED ANNUALLY AT THE BEGINNING OF EACH FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS PERFORMS A SALARY SURVEY OF SIMILAR NON-PROFIT ORGANIZATIONS TO CONFIRM THAT EXECUTIVE AND KEY EMPLOYEE COMPENSATION IS REASONABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0297126
IRS990/TotalAssetsEOYAmt0348161
IRS990/TotalAssetsGrp/BOYAmt0297126
IRS990/TotalAssetsGrp/EOYAmt0348161
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0197451
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0172690
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01228388
IRS990/TotalFunctionalExpensesGrp/TotalAmt01401078
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0297126
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0348161
IRS990/TotalProgramServiceExpensesAmt01228388
IRS990/TotalProgramServiceRevenueAmt01254534
IRS990/TotalReportableCompFromOrgAmt0178752
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01254662
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01452113
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0297126
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0348161
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt02713
IRS990/TravelGrp/ProgramServicesAmt02713
IRS990/TravelGrp/TotalAmt05426
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0297126
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0348161
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10EXCELSIOR ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0330293186
ReturnHeader/Filer/PhoneNum06195836762
ReturnHeader/Filer/USAddress/AddressLine107202 PRINCESS VIEW DRIVE
ReturnHeader/Filer/USAddress/City0SAN DIEGO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Hinzman & Associates APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109820 Willow Creek Road Ste 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092131
ReturnHeader/PreparerPersonGrp/PhoneNum08585351600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A HINZMAN
ReturnHeader/ReturnTs02015-01-13T13:28:18-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,161
Liabilities
$0
Net assets
$348,161
Revenue
$1,452,113
Expenses
$1,401,078
Net income
$51,035
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