Civic Intelligence

Academy of Educational Excellence

EIN 45-5303198 • 501(c)3 • Toledo, OH

Profile

Aee is an elementary charter school serving children k-6 whose mission is to develop the whole child socially emotionally and academically while preparing them for global leadership through specific curriculum

728 Parkside BlvdToledo, OH 43607

n/A

Siviq Scores

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

Liabilities / Assets

98th percentile

2.21x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.00x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

2.0%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

20th percentile

-7.3%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$950,899

Down $75,273 (-7.3%) from 2023

Liabilities

Down

$2,104,463

Down $117,698 (-5.3%) from 2023

Net Assets

Up

-$1,153,564

Up $42,425 (+3.5%) from 2023

Revenue

Up

$2,109,345

Up $355,223 (+20%) from 2023

Expenses

Up

$2,066,920

Up $181,008 (+9.6%) from 2023

Net Income

Up

$42,425

Up $174,215 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2013: $4,086Liabilities 2013: $394,090Net Assets 2013: -$390,0042013Assets 2015: $104,515Liabilities 2015: $1,175,885Net Assets 2015: -$1,071,3702015Assets 2016: $207,475Liabilities 2016: $1,364,347Net Assets 2016: -$1,156,8722016Assets 2017: $569,649Liabilities 2017: $1,369,030Net Assets 2017: -$799,3812017Assets 2018: $569,649Liabilities 2018: $1,492,269Net Assets 2018: -$922,6202018Assets 2020: $1,511,141Liabilities 2020: $2,329,273Net Assets 2020: -$818,1322020Assets 2021: $1,209,146Liabilities 2021: $2,147,284Net Assets 2021: -$938,1382021Assets 2022: $1,099,222Liabilities 2022: $2,163,421Net Assets 2022: -$1,064,1992022Assets 2023: $1,026,172Liabilities 2023: $2,222,161Net Assets 2023: -$1,195,9892023Assets 2024: $950,899Liabilities 2024: $2,104,463Net Assets 2024: -$1,153,5642024

Highlighted filing

2024

Assets$950,899
Liabilities$2,104,463
Net Assets-$1,153,564

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $576,007Expenses 2013: $851,845Net Income 2013: -$275,8382013Revenue 2015: $801,191Expenses 2015: $896,547Net Income 2015: -$95,3562015Revenue 2016: $676,537Expenses 2016: $758,640Net Income 2016: -$82,1032016Revenue 2017: $1,173,211Expenses 2017: $815,720Net Income 2017: $357,4912017Revenue 2018: $1,173,211Expenses 2018: $815,720Net Income 2018: $357,4912018Revenue 2020: $1,162,568Expenses 2020: $1,638,206Net Income 2020: -$475,6382020Revenue 2021: $1,596,146Expenses 2021: $1,716,152Net Income 2021: -$120,0062021Revenue 2022: $1,497,659Expenses 2022: $1,623,720Net Income 2022: -$126,0612022Revenue 2023: $1,754,122Expenses 2023: $1,885,912Net Income 2023: -$131,7902023Revenue 2024: $2,109,345Expenses 2024: $2,066,920Net Income 2024: $42,4252024

Highlighted filing

2024

Revenue$2,109,345
Expenses$2,066,920
Net Income$42,425

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,109,345
Mission and Program Overview

Mission

Aee is an elementary charter school serving children k-6 whose mission is to develop the whole child socially emotionally and academically while preparing them for global leadership through specific curriculum

Aee is a specialized elementary charter school serving children k-6

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$651,428$577,666▼ $73,762
Cash and Non-Interest-Bearing Accounts$58,033$131,135▲ $73,102
Land, Buildings, and Equipment, Net$99,424$90,529▼ $8,895
Pledges and Grants Receivable$112,920$85,399▼ $27,521
Total Assets$1,026,172$950,899▼ $75,273
Other Assets Total$104,367$66,170▼ $38,197
Liabilities
Other Liabilities$1,594,454$1,533,093▼ $61,361
Deferred Revenue$436,496$413,674▼ $22,822
Accounts Payable and Accrued Expenses$123,155$123,210▲ $55
Mortgage Notes Payable Secured by Investment Property$66,791$33,405▼ $33,386
Grants Payable$1,265$1,081▼ $184
Total Liabilities$2,222,161$2,104,463▼ $117,698
Net Assets / Fund Balance
Net Assets With Donor Restrictions$88,471$114,800▲ $26,329
Net Assets Without Donor Restrictions$-1,284,460$-1,268,364▲ $16,096
Total Net Assets Fund Balance$-1,195,989$-1,153,564▲ $42,425
Total Liabilities and Net Assets / Fund Balance$1,026,172$950,899▼ $75,273

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$90,529$253,334$343,863
Other Assets Org$66,170--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr James JonesPresident
Beverly TuckerVice President
Charles H HarrisonBoard Member
John D Walthall IiiBoard Member
Dr Isreal I KoppischDeputy Superintendent
Sonya R LogginsDistrict Superintendent/ School Leader
Bill HarrisSecretary
Dawn WaddellSponsor Representative
Todd JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,089,379
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$19,966
Change in Net Assets
$42,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,203,976
Other Expenses$862,944
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$931,089--$931,089
Fees for Services Other$407,148--$407,148
Occupancy$309,172--$309,172
Other Employee Benefits$272,887--$272,887
Office Expenses$94,655--$94,655
Depreciation Depletion-$35,757-$35,757
Information Technology$10,879--$10,879
Other Expenses-$2,360-$2,360
Interest-$1,634-$1,634
Travel$1,191$148-$1,339
Total Functional Expenses$2,027,021$39,899$0$2,066,920
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
Net Pension Liability$1,347,410
Net Opeb Liability$185,683
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
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 A, Line 3

The school contracts with noeca to run the day to day operations of the school.

Form 990, Part VI, Section A, Line 7A

The board elects to remove members as needed with approval from sponsor.

Form 990, Part VI, Section B, Line 11B

The school treasurer reviews the 990 and sumbits it to the board for approval.

Form 990, Part VI, Section B, Line 12C

At the annual meeting of the school, each board member is required to fill out the disclosure policy form and submit for review.

Form 990, Part VI, Section C, Line 19

The organization's day to day operating records are maintained by the emo on site at the school. All legal documents (policies, bylaws, and other governing documents) are maintained by the school's legal counsel. All financial documents are maintained by the fiscal officer and are available upon request.

Filing and Contact Details

Filer

Filer Name
Academy of Educational Excellence
EIN
45-5303198
Phone
4193822280
Address
728 PARKSIDE BLVD, TOLEDO, OH 43607

Signing Officer

Name
Todd Johnson
Title
Treasurer
Phone
4193822280
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Johnson
Formed
2012
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
25
Volunteers
5

Preparer

Firm
Rea & Associates Inc
Address
5400 FRANTZ ROAD STE 200, DUBLIN, OH 43016
Preparer
Melissa Dunkle CPA
Phone
6148898725
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracted services: program service expenses 53,239. Management and general expenses 0. Fundraising expenses 0. Total expenses 53,239. Professional/technical services: program service expenses 353,909. Management and general expenses 0. Fundraising expenses 0. Total expenses 353,909.

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IRS990ScheduleD/TotalBookValueOtherAssetsAmt066170
IRS990ScheduleD/TotalLiabilityAmt01533093
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S NON-DISCRIMINATION POLICY IS PUBLISHED ON THE SCHOOL'S WEBSITE AND IN PRINT ADVERTISING AND BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES FUNDING THROUGH THE OHIO DEPARTMENT OF EDUCATION TO SUPPLEMENT EDUCATIONAL PROGRAMS AND TO PROVIDE ASSISTANCE TO STUDENTS IN NEED. ALL SUCH FUNDS RECEIVED HAVE BEEN REPORTED AS GOVERNMENT CONTRIBUTIONS ON FORM 990 PART VIII, LINE 1E.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL CONTRACTS WITH NOECA TO RUN THE DAY TO DAY OPERATIONS OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD ELECTS TO REMOVE MEMBERS AS NEEDED WITH APPROVAL FROM SPONSOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL TREASURER REVIEWS THE 990 AND SUMBITS IT TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT THE ANNUAL MEETING OF THE SCHOOL, EACH BOARD MEMBER IS REQUIRED TO FILL OUT THE DISCLOSURE POLICY FORM AND SUBMIT FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S DAY TO DAY OPERATING RECORDS ARE MAINTAINED BY THE EMO ON SITE AT THE SCHOOL. ALL LEGAL DOCUMENTS (POLICIES, BYLAWS, AND OTHER GOVERNING DOCUMENTS) ARE MAINTAINED BY THE SCHOOL'S LEGAL COUNSEL. ALL FINANCIAL DOCUMENTS ARE MAINTAINED BY THE FISCAL OFFICER AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 53,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,239. PROFESSIONAL/TECHNICAL SERVICES: PROGRAM SERVICE EXPENSES 353,909. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 353,909.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01026172
IRS990/TotalAssetsEOYAmt0950899
IRS990/TotalAssetsGrp/BOYAmt01026172
IRS990/TotalAssetsGrp/EOYAmt0950899
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02089379
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039899
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02027021
IRS990/TotalFunctionalExpensesGrp/TotalAmt02066920
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02222161
IRS990/TotalLiabilitiesEOYAmt02104463
IRS990/TotalLiabilitiesGrp/BOYAmt02222161
IRS990/TotalLiabilitiesGrp/EOYAmt02104463
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1195989
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1153564
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02027021
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019966
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02109345
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01026172
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0950899
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0148
IRS990/TravelGrp/ProgramServicesAmt01191
IRS990/TravelGrp/TotalAmt01339
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0728 PARKSIDE BLVD
IRS990/USAddress/CityNm0TOLEDO
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043607
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04193822280
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACADEMY OF EDUCATIONAL EXCELLENCE
ReturnHeader/Filer/BusinessNameControlTxt0ACAD
ReturnHeader/Filer/EIN0455303198
ReturnHeader/Filer/PhoneNum04193822280
ReturnHeader/Filer/USAddress/AddressLine1Txt0728 PARKSIDE BLVD
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 FRANTZ ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUBLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043016
ReturnHeader/PreparerPersonGrp/PhoneNum06148898725
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA DUNKLE CPA
ReturnHeader/ReturnTs02025-05-14T08:30:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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