Civic Intelligence

Excelsior Academy

990 • Fiscal year 2016 • EIN 33-0293186

Sep 01, 2015 to Aug 31, 2016 • Filed on Dec 15, 2016

Organization ProfileN/A

View Organization Page

7202 Princess View DriveSan Diego, CA 92120

(619) 583-6762

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$315,068

Up $70,462 (+29%) from 2015

Net Assets

Down

$202,077

Down $42,529 (-17%) from 2015

Liabilities

Up

$112,991

Up $112,991 from 2015

Revenue And Expenses

Revenue

Up

$1,688,603

Up $180,813 (+12%) from 2015

Expenses

Up

$1,731,132

Up $119,787 (+7.4%) from 2015

Net Income

Up

-$42,529

Up $61,026 (+59%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$315,068
Liabilities$112,991
Net Assets$202,077
Open 2016 Filing

Operations Trend

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

2016

Revenue$1,688,603
Expenses$1,731,132
Net Income-$42,529
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Dec 15, 2016
Return Version
2015v2.0
Gross Receipts
$1,688,603
Mission and Program Overview

Mission

Schooling, education and counseling.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$64,747$174,374▲ $109,627
Land, Buildings, and Equipment, Net$128,475$129,360▲ $885
Intangible Assets$15,157$7,578▼ $7,579
Savings and Temporary Cash Investments$36,227$3,756▼ $32,471
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$244,606$315,068▲ $70,462
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$112,991-
Total Liabilities$0$112,991▲ $112,991
Net Assets / Fund Balance
Unrestricted Net Assets$244,606$202,077▼ $42,529
Total Net Assets Fund Balance$244,606$202,077▼ $42,529
Total Liabilities and Net Assets / Fund Balance$244,606$315,068▲ $70,462

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$66,356$311,205$377,561
Equipment$58,312$80,666$138,978
Leasehold Improvements$4,692$1,708$6,400
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Shirley WilladsenAdvising MemberFT$60,000$60,000
Nance MaguirePresidentFT$56,000$56,000
Julie GillisTreasurerFT$53,856$53,856
Brienne DowningAdvising MemberFT$52,000$52,000

Board Members and Trustees

NameTitle
Scott HilkeneAdvising Member
Sarah AnayaMember
Sharon DalyMember
Matthew CallawayVoting Member
Revenue and Support

Revenue Composition

Contributions and Grants
$118,011
Program Service Revenue
$1,570,587
Investment Income
$5
Other Revenue
$0
All Other Contributions
$118,011
Change in Net Assets
$-42,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,239,109
Other Expenses$492,023
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$771,197$44,277-$815,474
Current Officers, Directors, Trustees, and Key Employees$162,400$59,456-$221,856
Occupancy$96,120$10,680-$106,800
Other Employee Benefits$105,306--$105,306
Payroll Taxes$86,826$9,647-$96,473
All Other Expenses$77,371$9,719-$87,090
Depreciation Depletion$52,226--$52,226
Other Expenses$25,516$10,999-$25,516
Office Expenses$20,659$2,137-$22,796
Insurance-$16,648-$16,648
Travel$536$536-$1,072
Total Functional Expenses$1,567,033$164,099$0$1,731,132
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
2016-12-15
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
48

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/DepreciationAmt080666
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0138978
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04692
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01708
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06400
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt066356
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0311205
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0377561
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0129360
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
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/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0118011
IRS990/TotalEmployeeCnt048
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0164099
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01567033
IRS990/TotalFunctionalExpensesGrp/TotalAmt01731132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0112991
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0112991
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0244606
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0202077
IRS990/TotalProgramServiceExpensesAmt01567033
IRS990/TotalProgramServiceRevenueAmt01570587
IRS990/TotalReportableCompFromOrgAmt0221856
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01570592
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01688603
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0244606
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0315068
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt0536
IRS990/TravelGrp/ProgramServicesAmt0536
IRS990/TravelGrp/TotalAmt01072
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0244606
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0202077
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0112991
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0330293186
ReturnHeader/Filer/PhoneNum06195836762

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$315,068
Liabilities
$112,991
Net assets
$202,077
Revenue
$1,688,603
Expenses
$1,731,132
Net income
-$42,529
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