Civic Intelligence

Excelsior Prep Charter School Inc.

990 • Fiscal year 2024 • EIN 47-4776265

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 15, 2025

Organization ProfileWWW.EXCELSIORPREPTAMPA.COM
2156 University Square MallTampa, FL 33612

(305) 888-8359

Siviq Scores

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

Liabilities / Assets

97th percentile

1.63x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.48x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2024 filings • 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.

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

Asset Growth

5th percentile

-28%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$741,470

Down $287,163 (-28%) from 2023

Net Assets

Down

-$466,306

Down $567,390 (-561%) from 2023

Liabilities

Up

$1,207,776

Up $280,227 (+30%) from 2023

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin13th percentile

Revenue

Down

$2,533,591

Down $372,320 (-13%) from 2023

Expenses

Down

$3,100,981

Down $20,523 (-0.7%) from 2023

Net Income

Down

-$567,390

Down $351,797 (-163%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MAssets 2021: $534,696Liabilities 2021: $166,979Net Assets 2021: $367,7172021Assets 2022: $958,461Liabilities 2022: $641,783Net Assets 2022: $316,6782022Assets 2023: $1,028,633Liabilities 2023: $927,549Net Assets 2023: $101,0842023Assets 2024: $741,470Liabilities 2024: $1,207,776Net Assets 2024: -$466,3062024Assets 2025: $482,834Liabilities 2025: $1,160,119Net Assets 2025: -$677,2852025

Highlighted filing

2024

Assets$741,470
Liabilities$1,207,776
Net Assets-$466,306
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,668,500Expenses 2021: $2,486,940Net Income 2021: $181,5602021Revenue 2022: $2,919,868Expenses 2022: $2,970,907Net Income 2022: -$51,0392022Revenue 2023: $2,905,911Expenses 2023: $3,121,504Net Income 2023: -$215,5932023Revenue 2024: $2,533,591Expenses 2024: $3,100,981Net Income 2024: -$567,3902024Revenue 2025: $2,837,891Expenses 2025: $3,060,718Net Income 2025: -$222,8272025

Highlighted filing

2024

Revenue$2,533,591
Expenses$3,100,981
Net Income-$567,390
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$2,533,591
Mission and Program Overview

Mission

Provide educational services to students in kindergarten to eighth grade.

Provide educational services to students in kindergarten to fifth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$544,799$256,081▼ $288,718
Cash and Non-Interest-Bearing Accounts$211,527$246,513▲ $34,986
Accounts Receivable$250,974$217,543▼ $33,431
Total Assets$1,028,633$741,470▼ $287,163
Other Assets Total$21,333$21,333→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$836,380$1,056,544▲ $220,164
Accounts Payable and Accrued Expenses$29,995$96,452▲ $66,457
Other Liabilities$61,174$54,780▼ $6,394
Total Liabilities$927,549$1,207,776▲ $280,227
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$101,084$-466,306▼ $567,390
Total Net Assets Fund Balance$101,084$-466,306▼ $567,390
Total Liabilities and Net Assets / Fund Balance$1,028,633$741,470▼ $287,163

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$510,557$510,557
Equipment$39,191$291,210$330,401
Leasehold Improvements$216,890$24,144$241,034
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mathew SchabathChairman
Sean FranklinDirector
Juan LopezSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,533,591
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,992,101
Change in Net Assets
$-567,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,100,981
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$382,285--$382,285
Other Expenses$356,885--$356,885
Depreciation Depletion$292,218--$292,218
Interest$56,575--$56,575
Total Functional Expenses$3,100,981$0$0$3,100,981
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
Federal income taxes$54,780
Salaries payable-
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“The IRS form 990 is reviewed and approved by the executive board prior to the electronic filing, all actions were ratified by the full board in the regularily held annual meeting.”

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

“This process is monitored through the board application process and followed through during the annual board meeting. Board members are required to complete an annual conflict of interest statements.”

Form 990, Part VI, Section B, Line 15 B

“The Executive Board reviews comparable compensations of other CEOS, Key Employees and Highly Compensated Employees locally and nationally as part of the compensation review process.”

Filing and Contact Details

Filer

Filer Name
Excelsior Prep Charter School Inc
EIN
47-4776265
Phone
3058888359
Address
2156 University Square Mall, Tampa, FL 33612

Signing Officer

Name
Steve Gardner
Title
Fiscal Officer
Phone
3058888359
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Gardner
Formed
2014
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
28

Preparer

Firm
SL Gardner & Company PA
Address
2413 Main Street 115, Miramar, FL 33025
Preparer
Steve Gardner CPA
Phone
3056063102
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The IRS form 990 is reviewed and approved by the executive board prior to the electronic filing, all actions were ratified by the full board in the regularily held annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This process is monitored through the board application process and followed through during the annual board meeting. Board members are required to complete an annual conflict of interest statements.
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Gardner CPA
ReturnHeader/ReturnTs02025-04-15T11:41:11-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$741,470
Liabilities
$1,207,776
Net assets
-$466,306
Revenue
$2,533,591
Expenses
$3,100,981
Net income
-$567,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.48$1.16$0.68$2.84$3.06$0.22
2024Detailed filing. Detailed filing data is available for this year.$0.74$1.21$0.47$2.53$3.10$0.57
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.93$0.10$2.91$3.12$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.64$0.32$2.92$2.97$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.17$0.37$2.67$2.49$0.18