Civic Intelligence

Excelsior Academy

990 • Fiscal year 2015 • EIN 33-0293186

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 11, 2016

Organization ProfileN/A

View Organization Page

7202 Princess View DriveSan Diego, CA 92120

(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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

24th percentile

-6.9%

Higher net margin than 24% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

46th percentile

$55,746

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

4th percentile

-30%

Faster asset growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

3.8%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$244,606

Down $103,555 (-30%) from 2014

Net Assets

Down

$244,606

Down $103,555 (-30%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin24th percentile

Revenue

Up

$1,507,790

Up $55,677 (+3.8%) from 2014

Expenses

Up

$1,611,345

Up $210,267 (+15%) from 2014

Net Income

Down

-$103,555

Down $154,590 (-303%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2015

Assets$244,606
Liabilities$0
Net Assets$244,606
Open 2015 Filing

Operations Trend

Revenue Growth51st percentile

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

2015

Revenue$1,507,790
Expenses$1,611,345
Net Income-$103,555
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$1,507,790
Mission and Program Overview

Mission

Schooling, education and counseling.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$84,142$128,475▲ $44,333
Cash and Non-Interest-Bearing Accounts$65,158$64,747▼ $411
Savings and Temporary Cash Investments$176,125$36,227▼ $139,898
Intangible Assets$22,736$15,157▼ $7,579
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$348,161$244,606▼ $103,555
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$348,161$244,606▼ $103,555
Total Net Assets Fund Balance$348,161$244,606▼ $103,555
Total Liabilities and Net Assets / Fund Balance$348,161$244,606▼ $103,555

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$50,153$304,642$354,795
Equipment$73,203$43,009$116,212
Leasehold Improvements$5,119$1,281$6,400
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew CallawayAdvising MemberFT$55,746$55,746
Nance MaguirePresidentFT$53,880$53,880
Julie GillisTreasurerFT$53,000$53,000
Brienne DowningAdvising MemberFT$42,935$42,935

Board Members and Trustees

NameTitle
Scott HilkeneAdvising Member
Sarah AnayaMember
Sharon DalyMember
Revenue and Support

Revenue Composition

Contributions and Grants
$23,138
Program Service Revenue
$1,484,550
Investment Income
$102
Other Revenue
$0
All Other Contributions
$23,138
Change in Net Assets
$-103,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,214,509
Other Expenses$396,836
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$749,200$83,214-$832,414
Current Officers, Directors, Trustees, and Key Employees$185,005$20,556-$205,561
Occupancy$92,567$10,285-$102,852
Payroll Taxes$83,939$9,327-$93,266
Other Employee Benefits$83,268--$83,268
All Other Expenses$50,714$5,760-$56,474
Depreciation Depletion$35,062--$35,062
Other Expenses$27,726$3,377-$27,726
Office Expenses$17,451$2,024-$19,475
Insurance-$16,724-$16,724
Travel$1,670$1,669-$3,339
Total Functional Expenses$1,405,300$206,045$0$1,611,345
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

Filer Name
Excelsior Academy
EIN
33-0293186
Phone
6195836762
Address
7202 PRINCESS VIEW DRIVE, SAN DIEGO, CA 92120

Signing Officer

Name
Julie Gillis
Title
Treasurer
Signed
2016-01-11
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
35

Preparer

Firm
Hinzman & Associates APC
Address
9820 Willow Creek Road Ste 270, San Diego, CA 92131
Preparer
Robert a Hinzman
Phone
8585351600
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt043009
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116212
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05119
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01281
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06400
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050153
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0304642
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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
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
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TransactionWithControlEntInd0false
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IRS990/TravelGrp/TotalAmt03339
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0348161
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0330293186
ReturnHeader/Filer/PhoneNum06195836762
ReturnHeader/Filer/USAddress/AddressLine1Txt07202 PRINCESS VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092120
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

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,606
Liabilities
$0
Net assets
$244,606
Revenue
$1,507,790
Expenses
$1,611,345
Net income
-$103,555
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