EXCEL ACADEMY PUBLIC CHARTER SCHOOL: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EXCEL ACADEMY PUBLIC CHARTER SCHOOL (EIN 20-4394596)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-12
- IRS object ID
- 202113169349204546
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T15:29:32-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462108854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 155220259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204394596 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCEL ACADEMY PUBLIC CHARTER SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXCE | BusinessNameControlTxt |
| Phone | 2028416557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71080 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN STAFFORD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2023730097 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | STAFFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M JONES CPA | PreparerPersonNm |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | NONE | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $2,865 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Other Revenue Total | $2,865 | OtherRevenueTotalAmt |
| Total Revenue | $2,865 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $900,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $15,618 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $7,993 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $1,777 | OtherExpensesTotalAmt |
| Total Expenses | $925,388 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$922,523 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $954,073 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,550 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,073 | BOYAmt |
| EOY | $31,550 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,073 | BOYAmt |
| EOY | $31,550 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,073 | BOYAmt |
| EOY | $31,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE PUBLIC CHARTER SCHOOL OPERATED AS PART OF THE DISTRICT OF COLUMBIA PUBLIC SCHOOL SYSTEM WITH ITS PURPOSE OF PROVIDING AN OUTSTANDING ACADEMIC EDUCATION TO PRE-SCHOOL TO EIGHTH GRADE GIRLS IN THE DISTRICT OF COLUMBIA. THE PUBLIC CHARTER SCHOOL IS IN ITS DISSOLUTION PHASE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | NOT APPLICABLE - SCHOOL IN CLOSEOUT PHASE OF OPERATIONS. 900,000 REPRESENTS THE RETURN OF PRIOR SCHOOL FUNDS BEING RETURNED TO THE DISTRICT OF COLUMBIA GOVERNMENT. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $900,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $900,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $900,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ELIZABETH HEIDER | ||
| CHAIR | 000.00 | $0 |
| VALERIE HOLT | ||
| TREASURER | 000.00 | $0 |
| MICHAEL BEALE | ||
| VICE CHAIR | 000.00 | $0 |
| KEVIN STAFFORD | ||
| CFO | 0.25 | $0 |
| DEBORAH LOCKHART | ||
| CEO/HEAD OF | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN STAFFORD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71080 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028416557 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | TRANSFER OF ASSETS | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2020-07-28 | DistributionDt |
| Fair Market Value Of Asset | $900,000 | FairMarketValueOfAssetAmt |
| EIN | 536001131 | EIN |
| Person | DISTRICT OF COLUMBIA GOVERNMENT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | GOVERNMENT | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | false | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | OTHER REVENUE 2,865 TOTAL 2,865 |
| FORM 990-EZ, PART I, LINE 10 | NAME: DC GOVERNMENT CASH CONTRIBUTION: 900,000 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 60 INFORMATION TECHNOLOGY 1,717 TOTAL 1,777 |
| FORM 990-EZ, PART III | THE PUBLIC CHARTER SCHOOL OPERATED AS PART OF THE DISTRICT OF COLUMBIA PUBLIC SCHOOL SYSTEM WITH ITS PURPOSE OF PROVIDING AN OUTSTANDING ACADEMIC EDUCATION TO PRE-SCHOOL TO EIGHTH GRADE GIRLS IN THE DISTRICT OF COLUMBIA. THE PUBLIC CHARTER SCHOOL IS IN ITS DISSOLUTION PHASE. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| ELIZABETH HEIDER |
| VALERIE HOLT |
| MICHAEL BEALE |
| KEVIN STAFFORD |
| DEBORAH LOCKHART |