2019-05-14T09:41:54-05:00 2018-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2017-07-01 450522191 EXCELLENCE COMMUNITY SCHOOLS INC EXCE 7188287301 2090 7TH AVENUE NEW YORK NY 10027 JOYCE FROST CHAIRPERSON 7188287301 2019-04-18 1 MICHELLE CAIN P00150750 5854231860 2019-04-18 69.49.130.51 2019-04-18 10:32:03 ED P DE8F756557E6DC067C8E4F7CC1E5D7199762286C 09B44ADD42589BB59B3A487886966B4B70FBD053 2017 2020-01-14 16:20:31Z JOYCE FROST 2090 7TH AVENUE NEW YORK NY 10027 6776615 0 X WWW.BRONXEXCELLENCE.ORG X 2003 NY EXCELLENCE COMMUNITY SCHOOLS, INC. PROVIDES SERVICES AND RAISES FUNDS TO SUPPORT THE OPERATIONS OF THE BRONX CHARTER SCHOOL FOR EXCELLENCE SCHOOLS. 8 8 36 8 0 5614 4064482 2682909 1834484 2244243 1303 1550 -105600 251487 5794669 5180189 83139 97010 0 0 2293539 3844969 0 0 468209 653430 892663 3030108 4834642 2764561 345547 6742714 6386866 3516401 2815006 3226313 3571860 X THE MISSION IS TO HELP BRONX CHARTER SCHOOL FOR EXCELLENCE FULFILL ITS MISSION OF PREPARING YOUNG PEOPLE FROM NEW YORK CITY TO COMPETE FOR ADMISSION TO, AND SUCCEED IN, TOP PUBLIC, PRIVATE AND PAROCHIAL SCHOOLS THROUGH CULTIVATING THEIR INTELLECTUAL, ARTISTIC, SOCIAL, EMOTIONAL AND ETHICAL DEVELOPMENT. OUR SCHOOLS PREPARE YOUNG SCHOLARS TO COMPETE FOR ADMISSION TO AND SUCCEED IN TOP PUBLIC, PRIVATE, AND PAROCHIAL HIGH SCHOOLS BY CULTIVATING THEIR INTELLECTUAL, ARTISTIC, SOCIAL, EMOTIONAL, AND ETHICAL DEVELOPMENT. WE OFFER A CHALLENGING AND RIGOROUS ACADEMIC CURRICULUM, WHICH AT THE EARLIEST OF GRADES HAS AN EYE TOWARDS COLLEGE PREPARATION. OUR SCHOOLS CREATE A SUPPORTIVE AND CARING ENVIRONMENT THAT AT ALL TIMES HAS HIGH EXPECTATIONS OF ALL STUDENTS. WE OFFER A DIFFERENTIATED, PROJECT-BASED LEARNING ENVIRONMENT THAT SEEKS TO DEVELOP HIGH-LEVEL ANALYTIC AND CRITICAL THINKING SKILLS. OUR ENGAGING AND RIGOROUS APPROACH TO EDUCATE IS IMPLEMENTED BY A COLLABORATIVE TEAM OF TEACHERS. 0 0 2847301 97010 2244483 EXCELLENCE COMMUNITY SCHOOLS, INC. PROVIDES SERVICES AND RAISES FUNDS TO SUPPORT THE OPERATIONS OF BRONX CHARTER SCHOOL FOR EXCELLENCE SCHOOLS AND STAMFORD SCHOOL FOR EXCELLENCE. 2847301 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 36 1 1 1 0 0 0 0 1 1 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CHARLENE REID 7188287301 2090 7TH AVENUE NEW YORK NY 10027 DEIRDRE FLYNN BOARD MEMBER 2.00 X X 0 0 0 JOYCE FROST CHAIRPERSON 2.00 X X 0 0 0 KORY APTON BOARD MEMBER 0.50 X 0 0 0 RISHI RENJEN TREASURER 0.50 X 0 0 0 KIMBERLY HARTMAN VICE PRESIDENT 0.50 X X 0 0 0 ANDRA EHRENKRANZ VICE PRESIDENT 0.50 X X 0 0 0 WILLIAM GEIST BOARD MEMBER 0.50 X 0 0 0 ANTHONY VERNACE SECRETARY 0.50 X 0 0 0 MICHAEL STERN BOARD MEMBER (AS OF 0.50 X 0 0 0 CHARLENE REID CEO 50.00 X 397029 0 28773 VIKAS KAUSHAL CHIEF FINANCIAL OFFICER 40.00 X 113068 0 5000 TANYA GHANS CHIEF ACADEMIC OFFICER 40.00 X 195121 0 21461 JACQUES MICHEL CHIEF OPERATING OFFICER 40.00 X 206347 0 8120 MONICA RIOS REGIONAL DIRECTOR OF SCHOOL OPERATIONS 40.00 X 129603 0 12697 GORDON KEELEN DIRECTOR OF FACILITIES 40.00 X 131229 0 11921 AYA WAKAMATSU DIRECTOR OF DEVELOPMENT 40.00 X 131343 0 7217 1303740 0 95189 7 0 1 0 CHARTER SCHOOL BUSINESS MANAGEMENT 237 WEST 35TH STREET SUITE 301 NEW YORK NY 10001 FINANCIAL MANAGEMENT SERVICES 246909 1 177085 94416 2411408 7025 2682909 MANAGEMENT FEE INCOME 611430 2244243 2244243 2244243 1550 1550 1392131 1392131 0 455542 177085 204295 251247 251247 OTHER 900099 240 240 240 5180189 2244483 0 252797 X 97010 97010 823986 324720 455004 44262 2559675 1963043 339654 256978 40893 16756 10585 13552 203283 78852 79184 45247 217132 86853 86853 43426 16704 8352 8352 423173 32043 391130 31878 16457 10281 5140 25658 10263 10263 5132 32403 12961 12961 6481 22965 4593 13779 4593 80245 45976 28629 5640 11131 8905 1113 1113 17908 7163 7163 3582 PROFESSIONAL DEVELOPMEN 108690 43476 43476 21738 STUDENT SERVICES 62850 62850 SPECIAL EVENTS 47833 16973 19732 11128 CONTRIBUTED GOODS 7025 7025 4200 3030 973 197 4834642 2847301 1519132 468209 2436947 1372436 1377575 3055799 836714 670141 72519 80100 58042 12241 26440 45801 1992519 1162589 6742714 6386866 607200 965617 1369544 1000000 1000000 539657 849389 3516401 2815006 X 2423412 2960169 802901 611691 3226313 3571860 6742714 6386866 345547 0 X X 0 1 X 1 0 X 249334 694519 785253 4064482 2682909 8476497 249334 694519 785253 4064482 2682909 8476497 3031676 5444821 420 447 279 315172 1393681 1709999 822 900 8133 538 240 10633 10197129 4824371 0.53400 0.64750 X SCHEDULE A, PART 1 EXCELLENCE COMMUNITY CHARTER SCHOOLS, INC. NO LONGER IS A TYPE II SUPPORTING ORGANIZATION OF BRONX CHARTER SCHOOL FOR EXCELLENCE AS THERE IS NO LONGER CONTROL VIA COMMON BOARD MEMBERS AND OFFICERS. THEREFORE AS OF 7/1/16 THE ORGANIZATION REVERTED TO THEIR ORIGINAL IRS DETERMINATION LETTER CLASSIFICATION AS AN ORGANIZATION AS DESCRIBED IN SECTION 170(B)(10(A)(VI), PART I BOX 7. 14042 12241 1801 44000 44000 45801 SECURITY DEPOSITS 12167 DEFERRED LEASE RECEIVABLE, NET 552578 DUE FROM RELATED PARTIES 597844 1162589 DUE TO RELATED PARTY 296811 DEFERRED LEASE LIABILITY 552578 849389 X 6776615 1596426 1596426 5180189 0 5180189 6431068 1596426 1596426 4834642 0 4834642 PART X, LINE 2: EXCELLENCE COMMUNITY SCHOOLS, INC. IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME. THE ORGANIZATION FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN NEW YORK STATE. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2018, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2015. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2015 THROUGH JUNE 30, 2018 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN NEW YORK STATE. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 204,295. SUBLEASE RENTAL EXPENSE 1,392,131. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 204,295. SUBLEASE RENTAL EXPENSE 1,392,131. BLUE RIBBON GALA 632627 177085 455542 8502 106301 3900 85592 632627 177085 455542 8502 106301 3900 85592 204295 251247 1 SCHOLARSHIPS 26 97010 PART I, LINE 2: STUDENTS COMPLETE THE GRANT REQUIREMENTS BY COMPLETING COMMUNITY SERVICE HOURS OR WORK STUDY HOURS, GIVE PROGRESS REPORTS AND REPORT CARDS TO MAINTAIN ELIGIBILITY. THEY ALSO MUST PROVIDE INFORMATION FROM PARENTS AND SCHOOL ABOUT FINANCIAL NEED. WE ARE IN CONTACT WITH RECEIVING SCHOOLS ABOUT THE SCHOLARSHIPS. THE SCHOLARSHIPS ARE SENT DIRECTLY TO THE SCHOOLS. X X X 0 0 0 0 0 0 0 0 0 CHARLENE REID CEO 232502 0 150000 0 14527 0 12114 0 16659 0 425802 0 0 0 TANYA GHANS CHIEF ACADEMIC OFFICER 151186 0 40000 0 3935 0 7777 0 13684 0 216582 0 0 0 JACQUES MICHEL CHIEF OPERATING OFFICER 158296 0 40000 0 8051 0 8120 0 0 0 214467 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CEO, CHAIRMAN AND TREASURER OF THE BOARD REVIEW THE DRAFT 990 BEFORE IT IS FILED. THE ENTIRE FORM 990 IS EMAILED TO THE COMPLETE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. AFTER REVIEWING, OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES FILL OUT ANNUAL CONFLICT OF INTEREST CERTIFICATION FORMS IN WHICH THEY DISCLOSE ANY CONFLICTS OF INTEREST AND PROHIBITED EXCESS BENEFIT TRANSACTIONS. THE EXECUTIVE ASSISTANT TO THE CEO IS RESPONSIBLE FOR ENSURING THAT ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES OF EXCELLENCE COMMUNITY SCHOOLS, INC. COMPLETE THEIR FORMS AND FOR REVIEWING THE EXCECUTED FORMS FOR ANY PROBLEMATIC CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 FROM TIME TO TIME THE BOARD OF TRUSTEES MUST HIRE KEY EMPLOYEES AND OFFICERS. THE COMPENSATION FOR THESE POSITIONS MUST TAKE INTO CONSIDERATION THE CANDIDATE OR EMPLOYEE'S YEARS OF EXPERIENCE AND HIS OR HER ABILITY TO MEET THE STANDARDS SET BY THE ORGANIZATION FOR THE POSITION. ONCE THE SALARY IS SET, SUBSEQUENT INCREASES WILL BE BASED ON PERFORMANCE AND EXTRAORDINARY PERFORMANCE WILL BE RECOGNIZED THROUGH BONUSES. THE BOARD USES APPLICABLE COMPENSATION SURVEYS AND THE 990'S FOR NON PROFITS OF SIMILAR SIZE AND COMPLEXITY. THIS CROSS COMPARISON PROVIDES SOME BROADER PERSPECTIVE TO ACCOUNT FOR THE EMERGENCE OF MORE STABLE AND SEASONED SENIOR STAFF. THE COMPENSATION FOR OTHER MANAGEMENT POSITIONS ARE REVIEWED AND APPROVED AS FOLLOWS: 1. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE ORGANIZATIONAL CHART OF ECS ESTABLISHING LINES OF ACCOUNTABILITY. 2. THE EXECUTIVE COMMITTEE VERIFIES THE EVALUATION PROCESSES AND PERFORMANCE REVIEW PROCEDURES. 3. THE EXECUTIVE COMMITTEE REVIEWS COMPARATIVE SALARY INFORMATION PROVIDED OR OTHER COMPARABLE RESEARCH USING 990'S TO ENSURE THAT THE SALARY STRUCTURE CONTINUES TO ATTRACT AND MAINTAIN QUALITY EMPLOYEES. 4. THE BOARD OF TRUSTEES APPROVES THE SALARY OF THE CEO AS WELL AS SALARY RECOMMENDATIONS MADE BY THE PRESIDENT FOR THE "KEY EMPLOYEES/HIGHEST COMPENSATED INDIVIDUALS". 5. CONTEMPORANEOUS SUBSTANTIATION AND RECORDKEEPING FOR DELIBERATION AND DECISION REGARDING THE COMPENSATION ARRANGEMENT WAS MADE. FORM 990, PART VI, SECTION C, LINE 19 EXCELLENCE COMMUNITY SCHOOLS, INC. MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 16,457. MANAGEMENT AND GENERAL EXPENSES 10,281. FUNDRAISING EXPENSES 5,140. TOTAL EXPENSES 31,878. FORM 990, PART XII, LINE 2C: THE PROCESS IS CONSISTENT WITH PRIOR YEARS.