Civic Intelligence

Excelencia Academy Inc

EIN 81-4455278 • 501(c)3 • Los Angeles, CA

Profile

To operate a california public charter school

2821 E 7th StLos Angeles, CA 90023

www.excelenciacharteracademy.org

Siviq Scores

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

Liabilities / Assets

94th percentile

1.09x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.25x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

22nd percentile

-9.7%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$330,435

Down $67,620 (-17%) from 2019

Liabilities

Up

$358,573

Up $70,248 (+24%) from 2019

Net Assets

Down

-$28,138

Down $137,868 (-126%) from 2019

Operations
Liabilities / Revenue70th percentileNet Margin22nd percentile

Revenue

Up

$1,420,246

Up $164,804 (+13%) from 2019

Expenses

Up

$1,558,114

Up $210,805 (+16%) from 2019

Net Income

Down

-$137,868

Down $46,001 (-50%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$400K$200K$0-$200KAssets 2018: $212,896Liabilities 2018: $9,180Net Assets 2018: $203,7162018Assets 2019: $398,055Liabilities 2019: $288,325Net Assets 2019: $109,7302019Assets 2020: $330,435Liabilities 2020: $358,573Net Assets 2020: -$28,1382020

Highlighted filing

2020

Assets$330,435
Liabilities$358,573
Net Assets-$28,138
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2018: $332,853Expenses 2018: $129,137Net Income 2018: $203,7162018Revenue 2019: $1,255,442Expenses 2019: $1,347,309Net Income 2019: -$91,8672019Revenue 2020: $1,420,246Expenses 2020: $1,558,114Net Income 2020: -$137,8682020

Highlighted filing

2020

Revenue$1,420,246
Expenses$1,558,114
Net Income-$137,868
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,435
Liabilities
$358,573
Net assets
-$28,138
Revenue
$1,420,246
Expenses
$1,558,114
Net income
-$137,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.36$0.03$1.42$1.56$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.29$0.11$1.26$1.35$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.20$0.33$0.13$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 14, 2021
Return Version
2019v5.2
Gross Receipts
$1,420,246
Mission and Program Overview

Mission

To operate a california public charter school

Through rigorous curriculum, high-quality instruction, and positive character development, excelencia charter academy prepares students in tk-8 for academic and personal excellence, leading to success in high school, college, and life."

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$136,272$246,018▲ $109,746
Land, Buildings, and Equipment, Net$25,427$46,118▲ $20,691
Cash and Non-Interest-Bearing Accounts$196,784$36,028▼ $160,756
Prepaid Expenses and Deferred Charges$39,572$2,271▼ $37,301
Total Assets$398,055$330,435▼ $67,620
Liabilities
Mortgage Notes Payable Secured by Investment Property$250,000$187,498▼ $62,502
Accounts Payable and Accrued Expenses$38,325$171,075▲ $132,750
Total Liabilities$288,325$358,573▲ $70,248
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$109,730$-28,138▼ $137,868
Total Net Assets Fund Balance$109,730$-28,138▼ $137,868
Total Liabilities and Net Assets / Fund Balance$398,055$330,435▼ $67,620

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$46,118$18,171$64,289
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruben AlonzoHead of SchoolFT$96,221$2,188$98,409

Board Members and Trustees

NameTitle
Rodolfus BetheaChair
Noramay CadenaVice Chair
Ben McleanMember
Dana CoronadoMember
Erica RosalesMember
Lori AtwaterMember
Matthew CoombeMember
Jonathan MyersSecretary
Cristina LowryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,420,187
Program Service Revenue
$0
Investment Income
$59
Other Revenue
$0
All Other Contributions
$105,680
Change in Net Assets
$-137,868

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,420,246
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,420,246
Total Revenue per Form 990
$1,420,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$827,509
Other Expenses$730,605
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$530,849$57,033-$587,882
Fees for Services Other$204,989$124,863-$329,852
Current Officers, Directors, Trustees, and Key Employees$57,100$57,100-$114,200
Occupancy$75,794$14,006-$89,800
Other Employee Benefits$62,667$6,100-$68,767
Payroll Taxes$47,823$8,837-$56,660
All Other Expenses$17,111$23,367-$40,478
Fees for Services Legal-$23,531-$23,531
Other Expenses$47,943$17,691-$17,691
Insurance-$15,986-$15,986
Depreciation Depletion$12,591--$12,591
Advertising-$10,645-$10,645
Fees for Services Accounting-$7,975-$7,975
Information Technology-$6,791-$6,791
Interest-$5,750-$5,750
Office Expenses-$4,771-$4,771
Travel$3,333--$3,333
Total Functional Expenses$1,169,821$388,293$0$1,558,114

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,558,114
Total Expenses per Audited Statements$1,558,114
Total Expenses per Form 990$1,558,114
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
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
No
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 A, Line 8B

“The organization does not have a committee with authority to act on its behalf.”

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

“A copy of the return will be provided to the board members either by mail or email before filing.”

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

“Board members complete annual disclosures and this is monitored by the executive director. If a conflict arises the board member is asked to excuse himself/herself from all discussions and voting on the issue.”

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

“Board committee reviewed comparable non-profit education salaries before determining executive director and principal's salary.”

Form 990, Part VI, Section C, Line 18

“The required documents are available at the business address during normal business hours upon request.”

Form 990, Part VI, Section C, Line 19

“The required documents are available at the business address during normal business hours upon request.”

Filing and Contact Details

Filer

Filer Name
Excelencia Academy Inc
EIN
81-4455278
Phone
2138803904
Address
2821 E 7TH ST, LOS ANGELES, CA 90023

Signing Officer

Name
Ruben Alonzo
Title
Board Chair
Phone
2138803904
Signed
2021-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rudolphus Bethea
Formed
2016
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
14
Volunteers
9

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“The board of the excelencia charter academy voluntarily closed the charter school (charter no. 1918) effective, june 30, 2020. The charter academy will be filing for bankruptcy protection.”

Form 990, Part IX, Line 11G

“Consultants: program service expenses 204,989. Management and general expenses 124,863. Fundraising expenses 0. Total expenses 329,852.”

Financial Statement Notes

PART X, LINE 2:

“Management believes that the organization has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

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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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IRS990/PYRevenuesLessExpensesAmt0-91867
IRS990/PYSalariesCompEmpBnftPaidAmt0616275
IRS990/PYTotalExpensesAmt01347309
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01255442
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-137868
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01558114
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt046118
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018171
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064289
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01420246
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt046118
IRS990ScheduleD/TotalExpensesPerForm990Amt01558114
IRS990ScheduleD/TotalRevenuePerForm990Amt01420246
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01420246
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01558114
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/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND THEREFORE IS NOT SUBJECT TO THE FORMAL COMPLIANCE WITH REVENUE PROCEDURE 75-50 AS LONG AS THE CHARTER AGREEMENT WITH THE STATE IS IN EFFECT. THE SCHOOL DOES INCLUDE INFORMATION REGARDING ITS NON-DISCRIMINATION PRACTICES IN ITS ENROLLMENT MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2CALIFORNIA STATE APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCE
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF THE EXCELENCIA CHARTER ACADEMY VOLUNTARILY CLOSED THE CHARTER SCHOOL (CHARTER NO. 1918) EFFECTIVE, JUNE 30, 2020. THE CHARTER ACADEMY WILL BE FILING FOR BANKRUPTCY PROTECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE RETURN WILL BE PROVIDED TO THE BOARD MEMBERS EITHER BY MAIL OR EMAIL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS COMPLETE ANNUAL DISCLOSURES AND THIS IS MONITORED BY THE EXECUTIVE DIRECTOR. IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTING ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD COMMITTEE REVIEWED COMPARABLE NON-PROFIT EDUCATION SALARIES BEFORE DETERMINING EXECUTIVE DIRECTOR AND PRINCIPAL'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE REQUIRED DOCUMENTS ARE AVAILABLE AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE REQUIRED DOCUMENTS ARE AVAILABLE AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONSULTANTS: PROGRAM SERVICE EXPENSES 204,989. MANAGEMENT AND GENERAL EXPENSES 124,863. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,852.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
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 B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0398055
IRS990/TotalAssetsEOYAmt0330435
IRS990/TotalAssetsGrp/BOYAmt0398055
IRS990/TotalAssetsGrp/EOYAmt0330435
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01420187
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0388293
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01169821
IRS990/TotalFunctionalExpensesGrp/TotalAmt01558114
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0288325
IRS990/TotalLiabilitiesEOYAmt0358573
IRS990/TotalLiabilitiesGrp/BOYAmt0288325
IRS990/TotalLiabilitiesGrp/EOYAmt0358573
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0109730
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-28138
IRS990/TotalOtherCompensationAmt02188
IRS990/TotalProgramServiceExpensesAmt01169821
IRS990/TotalReportableCompFromOrgAmt096221
IRS990/TotalRevenueGrp/ExclusionAmt059
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01420246
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0398055
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0330435
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03333
IRS990/TravelGrp/TotalAmt03333
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

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