Civic Intelligence

Excelsior Charter Group

990 • Fiscal year 2018 • EIN 47-4577793

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.EXELSIORCHARTERGROUP.COM

View Organization Page

15505 Civic DriveVictorville, CA 92392

(760) 245-4262

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,137,170

Flat from 2018

Net Assets

Flat

$3,886,288

Flat from 2018

Liabilities

Flat

$250,882

Flat from 2018

Revenue And Expenses

Revenue

Flat

$2,577,091

Flat from 2018

Expenses

Flat

$2,492,808

Flat from 2018

Net Income

Flat

$84,283

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $1,966,683Liabilities 2016: $0Net Assets 2016: $1,966,6832016Assets 2017: $4,148,318Liabilities 2017: $346,313Net Assets 2017: $3,802,0052017Assets 2018: $4,137,170Liabilities 2018: $250,882Net Assets 2018: $3,886,2882018Assets 2018: $4,137,170Liabilities 2018: $250,882Net Assets 2018: $3,886,2882018Assets 2019: $4,579,194Liabilities 2019: $413,917Net Assets 2019: $4,165,2772019Assets 2020: $7,187,699Liabilities 2020: $2,603,590Net Assets 2020: $4,584,1092020Assets 2021: $7,432,677Liabilities 2021: $1,904,874Net Assets 2021: $5,527,8032021Assets 2022: $8,935,665Liabilities 2022: $3,051,033Net Assets 2022: $5,884,6322022Assets 2023: $9,668,082Liabilities 2023: $2,794,948Net Assets 2023: $6,873,1342023Assets 2024: $15,161,725Liabilities 2024: $7,187,220Net Assets 2024: $7,974,5052024

Highlighted filing

2018

Assets$4,137,170
Liabilities$250,882
Net Assets$3,886,288
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $2,002,737Expenses 2016: $36,054Net Income 2016: $1,966,6832016Revenue 2017: $4,125,990Expenses 2017: $2,163,260Net Income 2017: $1,962,7302017Revenue 2018: $2,577,091Expenses 2018: $2,492,808Net Income 2018: $84,2832018Revenue 2018: $2,577,091Expenses 2018: $2,492,808Net Income 2018: $84,2832018Revenue 2019: $2,778,947Expenses 2019: $2,499,958Net Income 2019: $278,9892019Revenue 2020: $2,870,122Expenses 2020: $2,451,290Net Income 2020: $418,8322020Revenue 2021: $3,516,558Expenses 2021: $2,610,735Net Income 2021: $905,8232021Revenue 2022: $3,396,344Expenses 2022: $3,039,515Net Income 2022: $356,8292022Revenue 2023: $4,302,192Expenses 2023: $3,327,864Net Income 2023: $974,3282023Revenue 2024: $5,454,963Expenses 2024: $4,362,880Net Income 2024: $1,092,0832024

Highlighted filing

2018

Revenue$2,577,091
Expenses$2,492,808
Net Income$84,283
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$2,577,091
Mission and Program Overview

Mission

To promote, support, benefit, replicate, and carry out the purposes of EEC and Excelsior charter schools or other educational programs as may be established to provide education based on the Excelsior model; and to promote, support, benefit, develop, oeprate or provide leadership education, program development, research and professional development to public charter schools or other schools, youth or community programs, or other activities that educate and serve students, children, families or communities.

To promote excelsior charter schools and to support community education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,310,296$3,213,474▼ $96,822
Savings and Temporary Cash Investments$725,157$865,675▲ $140,518
Cash and Non-Interest-Bearing Accounts$76,046$33,776▼ $42,270
Prepaid Expenses and Deferred Charges$36,596$12,651▼ $23,945
Accounts Receivable$223$11,594▲ $11,371
Total Assets$4,148,318$4,137,170▼ $11,148
Liabilities
Accounts Payable and Accrued Expenses$346,313$250,882▼ $95,431
Total Liabilities$346,313$250,882▼ $95,431
Net Assets / Fund Balance
Unrestricted Net Assets$3,802,005$3,886,288▲ $84,283
Total Net Assets Fund Balance$3,802,005$3,886,288▲ $84,283
Total Liabilities and Net Assets / Fund Balance$4,148,318$4,137,170▼ $11,148

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,468,615$288,063$2,756,678
Land$698,559-$698,559
Equipment$46,300$15,248$61,548
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alicia AndersonCFOPT$199,768$36,000$235,768
Navid MccarthyDirector-$1,200$127,494$128,694
Stephen BenedictMaintenance DirectorFT$123,251-$123,251
Suzanne Percival-paciniSecretary--$2,400$2,400

Board Members and Trustees

NameTitle
Laura NancePresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,247,635
Investment Income
$2,648
Other Revenue
$326,808
Change in Net Assets
$84,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,151,830
Other Expenses$340,978
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,140,630$126,737-$1,267,367
Other Employee Benefits$320,888$35,654-$356,542
Current Officers, Directors, Trustees, and Key Employees$236,968--$236,968
Payroll Taxes$140,229$15,581-$155,810
Pension Plan Contributions$118,029$17,114-$135,143
Depreciation Depletion$87,140$9,682-$96,822
Fees for Services Other$66,828$7,425-$74,253
Conferences and Meetings$43,723$4,858-$48,581
Occupancy$33,653$3,739-$37,392
Insurance$9,107$1,012-$10,119
Office Expenses$8,682$964-$9,646
Fees for Services Legal$8,510$946-$9,456
Other Expenses$4,210$468-$4,678
Information Technology$3,316$368-$3,684
Advertising$1,095$121-$1,216
Total Functional Expenses$2,263,626$229,182$0$2,492,808
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Section B, Line 11B

“Cpa firm will forward a draft copy of the 990 tax return to the chief financial officer (cfo). The cfo distributes it to the board of directors. Once approved, the cpa firm will file the return on the organization's behalf.”

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

“Board members and management are required to disclose annually interests that could give rise to conflicts. Statements are reviewed annually.”

Form 990, Part VI, Section B, Line 15

“There is a review and approval by independent persons. Review of local salary comparable data, including approval by management, the board of directors, etc.”

Form 990, Part VI, Section C, Line 19

“Governing documents, tax forms and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Excelsior Charter Group
EIN
47-4577793
Phone
7602454262
Address
15505 CIVIC DRIVE, VICTORVILLE, CA 92392

Signing Officer

Name
Alicia Anderson
Title
CFO
Phone
7602454262
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
34
Volunteers
0

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Christy White
Phone
6192708222
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0698559
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03213474
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0199768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt036000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ALICIA ANDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0235768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0EEC, THE RELATED ORGANIZATION, USES WRITTEN EMPLOYMENT CONTRACTS AND APPROVAL BY THE BOARD FOR METHODS TO DETERMINE COMPENSATION OF EXECUTIVE OFFICERS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CPA FIRM WILL FORWARD A DRAFT COPY OF THE 990 TAX RETURN TO THE CHIEF FINANCIAL OFFICER (CFO). THE CFO DISTRIBUTES IT TO THE BOARD OF DIRECTORS. ONCE APPROVED, THE CPA FIRM WILL FILE THE RETURN ON THE ORGANIZATION'S BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS AND MANAGEMENT ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. STATEMENTS ARE REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS A REVIEW AND APPROVAL BY INDEPENDENT PERSONS. REVIEW OF LOCAL SALARY COMPARABLE DATA, INCLUDING APPROVAL BY MANAGEMENT, THE BOARD OF DIRECTORS, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, TAX FORMS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EEC DBA EXCELSIOR CHARTER SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0800274093
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATE A PUBLIC CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt015505 CIVIC DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0VICTORVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092392
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02247636
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1315600
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EEC DBA EXCELSIOR CHARTER SCHOOLS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1EEC DBA EXCELSIOR CHARTER SCHOOLS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0L
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04148318
IRS990/TotalAssetsEOYAmt04137170
IRS990/TotalAssetsGrp/BOYAmt04148318
IRS990/TotalAssetsGrp/EOYAmt04137170
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0229182
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02263626
IRS990/TotalFunctionalExpensesGrp/TotalAmt02492808
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0346313
IRS990/TotalLiabilitiesEOYAmt0250882
IRS990/TotalLiabilitiesGrp/BOYAmt0346313
IRS990/TotalLiabilitiesGrp/EOYAmt0250882
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03802005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03886288
IRS990/TotalOtherCompensationAmt053139
IRS990/TotalProgramServiceExpensesAmt02263626
IRS990/TotalProgramServiceRevenueAmt02247635
IRS990/TotalReportableCompFromOrgAmt0324219
IRS990/TotalRevenueGrp/ExclusionAmt02648
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02574443
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02577091
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04148318
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04137170
IRS990/TotReportableCompRltdOrgAmt0112755
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,137,170
Liabilities
$250,882
Net assets
$3,886,288
Revenue
$2,577,091
Expenses
$2,492,808
Net income
$84,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.2$7.19$7.97$5.45$4.36$1.09
2023Detailed filing. Detailed filing data is available for this year.$9.67$2.79$6.87$4.30$3.33$0.97
2022Detailed filing. Detailed filing data is available for this year.$8.94$3.05$5.88$3.40$3.04$0.36
2021Detailed filing. Detailed filing data is available for this year.$7.43$1.90$5.53$3.52$2.61$0.91
2020Detailed filing. Detailed filing data is available for this year.$7.19$2.60$4.58$2.87$2.45$0.42
2019Detailed filing. Detailed filing data is available for this year.$4.58$0.41$4.17$2.78$2.50$0.28
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.25$3.89$2.58$2.49$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.25$3.89$2.58$2.49$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.15$0.35$3.80$4.13$2.16$1.96
2016Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$2.00$0.04$1.97
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00