STRATEGY STUDIO / PUBLIC DATA EXPLORER

EXCEL ACADEMY PUBLIC CHARTER SCHOOL: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
EXCEL ACADEMY PUBLIC CHARTER SCHOOL (EIN 20-4394596)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-03-28
IRS object ID
201830879349300403
Schema version
2016v3.1
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

FieldValueIRS element (for citing)
Return2018-03-28T09:07:11-04:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN462108854PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENDALL PREBOLA AND JONES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 259AddressLine1Txt
CityBEDFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP155220259ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204394596EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EXCEL ACADEMY PUBLIC CHARTER SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEXCEBusinessNameControlTxt
Phone2023730097PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12501 MARTIN LUTHER KING JR AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN STAFFORDPersonNm
Person TitleCHIEF FINANCIALPersonTitleTxt
Phone2023730097PhoneNum
Signature2018-03-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD M JONES CPAPreparerPersonNm
PTINP00621721PTIN
Phone8146231880PhoneNum
Preparation2018-03-27PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdCBB56391CAB8C94B13B8C5A5D2AEE589E695ECE5AtSubmissionCreationDeviceId
At Submission Filing Device Id64369CA68A6B334356A54FD4A47C2A43E0F4AE5BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN STAFFORDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12501 MARTIN LUTHER KING JR AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20020ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,254,504GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EXCELPCS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE PUBLIC CHARTER SCHOOL OPERATES 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. IN AN EFFORT TO IMPACT THE INTER-GENERATIONAL PATTERNS OF POVERTY, EXCEL ACADEMY HAS BEEN ORGANIZED TO PROVIDE AN EXCELLENT ACADEMIC AND COMPLEMENTARY SOCIAL AND ENRICHMENT PROGRAM TO PREPARE SCHOLARS TO SUCCEED AND EFFECTIVELY COMPETE IN HIGHLY COMPETITIVE HIGH SCHOOLS, COLLEGES, AND UNIVERSITIES.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee200TotalEmployeeCnt
Total Volunteers109TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,613,335PYContributionsGrantsAmt
CY Contributions Grants$1,382,980CYContributionsGrantsAmt
PY Program Service Revenue$11,988,979PYProgramServiceRevenueAmt
CY Program Service Revenue$11,856,516CYProgramServiceRevenueAmt
PY Investment Income-$1,401PYInvestmentIncomeAmt
CY Investment Income$9,492CYInvestmentIncomeAmt
PY Other Revenue$3,299PYOtherRevenueAmt
CY Other Revenue$1,496CYOtherRevenueAmt
PY Total Revenue$13,604,212PYTotalRevenueAmt
CY Total Revenue$13,250,484CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,624,016PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,432,882CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$72,658CYTotalFundraisingExpenseAmt
PY Other Expenses$5,504,230PYOtherExpensesAmt
CY Other Expenses$5,237,701CYOtherExpensesAmt
PY Total Expenses$13,128,246PYTotalExpensesAmt
CY Total Expenses$13,670,583CYTotalExpensesAmt
PY Revenues Less Expenses$475,966PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$420,099CYRevenuesLessExpensesAmt
Total Assets BOY$5,340,210TotalAssetsBOYAmt
Total Assets EOY$4,770,380TotalAssetsEOYAmt
Total Liabilities BOY$1,195,811TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,046,080TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,144,399NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,724,300NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PUBLIC CHARTER SCHOOL OPERATES 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. IN AN EFFORT TO IMPACT THE INTER-GENERATIONAL PATTERNS OF POVERTY, EXCEL ACADEMY HAS BEEN ORGANIZED TO PROVIDE AN EXCELLENT ACADEMIC AND COMPLEMENTARY SOCIAL AND ENRICHMENT PROGRAM TO PREPARE SCHOLARS TO SUCCEED AND EFFECTIVELY COMPETE IN HIGHLY COMPETITIVE HIGH SCHOOLS, COLLEGES, AND UNIVERSITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$12,542,542ExpenseAmt
Revenue$11,856,516RevenueAmt
DescTHE BOARD OF TRUSTEES, CHIEF EXECUTIVE OFFICER, FACULTY, AND STAFF AT EXCEL ACADEMY PUBLIC CHARTER SCHOOL ARE COMMITTED TO PROVIDING A STRONG SINGLE- SEX PUBLIC EDUCATION ALTERNATIVE FOR GIRLS LIVING AND LEARNING IN WASHINGTON, DC. EXCEL ACADEMY FIRMLY BELIEVES THAT ALL STUDENTS CAN ACHIEVE GREAT ACADEMIC SUCCESS. WE ARE DETERMINED TO PROVIDE GIRLS IN WASHINGTON, DC, WITH THE HIGHEST QUALITY SINGLE-SEX EDUCATION POSSIBLE. EXCEL ACADEMY OFFERS A UNIQUE SINGLE-SEX EDUCATIONAL MODEL FOR FEMALE STUDENTS IN THE DISTRICT. BASED ON AN EARLY EDUCATIONAL INTERVENTION MODEL THAT OFFERS PRESCHOOL FOR THREE-YEAR-OLDS TO PROMOTE SCHOOL READINESS, EXCEL IMPLEMENTS A CURRICULUM PROVEN TO BUILD STUDENT ACHIEVEMENT IN READING, WRITING, MATH, AND TO TEACH ETHICS, PERSONAL RESPONSIBILITY, AND HEALTHY CHOICES. WE USE EARLY AND FREQUENT ASSESSMENTS TO GAUGE STUDENTS' PROGRESS AND IDENTIFY ACADEMIC NEEDS FOR CLASSROOMS AND INDIVIDUAL STUDENTS, AND RESPOND TO THE DATA SUCH ASSESSMENTS PROVIDE WITH IMMEDIACY. WE HIRE HIGHLY SKILLED TEACHERS, PARTICIPATE IN ONGOING PROFESSIONAL DEVELOPMENT, AND CREATE AND MAINTAIN A COMMUNITY OF RESPECT AND COLLABORATION WITH OUR STAFF AND PARENTS. WE EMBRACE STUDENTS' PARENTS AND GUARDIANS AS ESSENTIAL PARTNERS IN THEIR STUDENT'S EDUCATION, AND WE REACH OUT TO FAMILIES AND THE WIDER COMMUNITY TO SUPPORT EXCEL ACADEMY'S GIRLS. FOUNDED BY KAYE SAVAGE, EXCEL ACADEMY WAS AUTHORIZED AND APPROVED BY THE DC PUBLIC CHARTER SCHOOL BOARD IN 2007. IN AUGUST 2008, THE SCHOOL OPENED IN A CHURCH BASEMENT WITH 134 PRESCHOOL, PRE-KINDERGARTEN AND KINDERGARTEN GIRLS. IN 2009, THE SCHOOL TOOK PARTIAL OCCUPANCY OF THE BIRNEY SCHOOL ON MARTIN LUTHER KING, JR. AVENUE SE, IN THE HEART OF THE BARRY FARM NEIGHBORHOOD IN ANACOSTIA. FROM 2008-2016, THE SCHOOL GREW TO SERVE OVER 700 PRESCHOOL THROUGH GRADE 7 SCHOLARS. IN AUGUST 2013, PREPARING FOR GROWTH THROUGH GRADE 8, THE CHARTER SCHOOL EXPANDED TO OCCUPY THE ENTIRE 86,000 SQUARE FOOT BUILDING. EXCEL ACADEMY CONTINUES TO GROW IN STUDENT ENROLLMENT AND STAFF SIZE EVERY YEAR. EXCEL ACADEMY PROVIDES SCHOLARS WITH A STRONG STANDARDS-BASED ACADEMIC PROGRAM, GENDER SPECIFIC TEACHING AND INSTRUCTION, AND LEADERSHIP AND EXTRACURRICULAR OPPORTUNITIES. TWO TEACHING FACULTY MEMBERS ARE ASSIGNED TO EACH CLASSROOM FROM PRESCHOOL TO THIRD GRADE. THIS STRUCTURE PROVIDES A LOW STUDENT TO TEACHER RATIO AND ALLOWS TEACHERS TO DELIVER INSTRUCTION APPROPRIATELY SUITED TO INDIVIDUAL STUDENT NEEDS. STUDENTS ADVANCE BASED ON MASTERY OF THE CURRICULUM AND PROGRESS IS MEASURED CONTINUOUSLY USING STANDARDIZED ASSESSMENTS, RUBRICS AND CURRICULUM CHECKLISTS. DEVELOPING AND APPLYING EARLY LITERACY AND NUMERACY SKILLS IN A HIGHLY STRUCTURED SETTING IS A CRITICAL COMPONENT OF OUR ACADEMIC PROGRAM IN ORDER TO ENSURE STRONG FOUNDATIONAL SKILLS IN THE CORE SUBJECTS: READING, LANGUAGE, WRITING, MATHEMATICS, SCIENCE AND SOCIAL STUDIES. WE BELIEVE THAT THE SOONER GIRLS ARE ENROLLED IN EXCEL ACADEMY, THE GREATER THE IMPACT ON THEIR ACADEMIC ACHIEVEMENT AND PERSONAL DEVELOPMENT. EXCEL ACADEMY BEGINS WITH THE EARLIEST LEARNERS, PRE-SCHOOL, PRE-KINDERGARTEN AND KINDERGARTEN, TO ALLOW FOR THE MOVEMENT OF STUDENTS WHO MAY BE READY FOR MORE ADVANCED ACADEMIC WORK OR FOR THOSE WHO MAY NEED TO BE GROUPED WITH YOUNGER STUDENTS BASED ON ACADEMIC AND/OR SOCIAL-EMOTIONAL NEEDS. MUCH OF THE STUDENT SUCCESS IN THE EARLY YEARS OF SCHOOL AT EXCEL ACADEMY IS CONNECTED TO INTENSIVE AND COMPREHENSIVE READING AND WRITING TEACHING AND INSTRUCTION. STUDENTS RECEIVE DIRECT INSTRUCTION IN PHONICS, DECODING, VOCABULARY, HANDWRITING, WRITING, AND COMPREHENSION. THROUGH A VARIETY OF LEARNING TECHNIQUES, SMALL GROUP INSTRUCTION, CENTER WORK, READ ALOUD AND WRITER'S WORKSHOP, STUDENTS ARE EQUIPPED WITH THE NECESSARY TOOLS TO READ. EXCEL ACADEMY IS COMMITTED TO ENSURING THAT EVERY CHILD IS READY TO READ BY KINDERGARTEN AND IS A DEVELOPING READER BEFORE ENTERING FIRST GRADE. STUDENTS WHO DO NOT DEMONSTRATE PREPAREDNESS FOR READING WILL NOT BE PROMOTED TO KINDERGARTEN. EXCEL ACADEMY HAS A VERY STRONG SET OF CORE VALUES AND PROCEDURES GOVERNING ALL AREAS OF SCHOOL LIFE. WE ARE COMMITTED TO PROVIDING: A RIGOROUS SINGLE GENDER MODEL - EXCEL ACADEMY'S UNIQUE SINGLE-SEX ENVIRONMENT IS SUPPORTED BY EXTENSIVE RESEARCH AND ROOTED IN HIGH ACADEMIC ACHIEVEMENT AND LEARNING FOR EVERY STUDENT THAT PERMITS STAFF TO FOCUS TEACHING STRATEGIES DIRECTED ON THE LEARNING NEEDS AND STYLES OF GIRLS. AN EARLY EDUCATIONAL INTERVENTION PROGRAM - STARTING WITH STUDENTS WHO ARE THREE YEARS OLD, EXCEL ACADEMY OFFERS AN INSTRUCTIONAL PROGRAM THAT PROMOTES SCHOOL READINESS IN LITERACY, MATH, AND SOCIAL DEVELOPMENT. "MORE TIME ON TASK - STUDENTS AT EXCEL ACADEMY ARE IN ACADEMICALLY RIGOROUS LEARNING ENVIRONMENTS FOR LONGER SCHOOL DAYS AND FOR AN EXTENDED YEAR. A RELENTLESS FOCUS ON THE DETAILS ALLOWS STUDENTS AND TEACHERS TO SPEND MORE TIME ON TASK. A STANDARDS BASED CURRICULUM - OUR ACADEMIC PROGRAM IS RESEARCH-PROVEN AND HAS DEMONSTRATED SIGNIFICANT STUDENT ACHIEVEMENT IN READING, WRITING, AND MATH. EARLY AND FREQUENT ASSESSMENTS - EXCEL ACADEMY TEACHERS KNOW THE POWER OF ASSESSING STUDENT PROGRESS AND USING DATA TO TRACK STUDENT PERFORMANCE. WE IDENTIFY STUDENTS' ACADEMIC NEEDS EARLY AND ADJUST TEACHING STRATEGIES ACCORDINGLY. THIS SYSTEM OF ASSESSMENT ALLOWS US TO RESPOND WITH TARGETED INTERVENTION AND IMMEDIACY. A TEAM OF HIGHLY SKILLED TEACHERS - THE EXCEL TEAM RECEIVES ONGOING PROFESSIONAL DEVELOPMENT TO BUILD SKILLS AND CREATE AND MAINTAIN A COMMUNITY OF RESPECT AND COLLABORATION WITH OUR STAFF AND PARENTS. "A SCHOOL WIDE CHARACTER DEVELOPMENT PROGRAM - EXCEL ACADEMY CONTINUES TO FOCUS ON OUR CHARACTER EDUCATION PROGRAM BASED ON THE CORE VALUES: INTEGRITY, DISCIPLINE, ENJOYMENT, ACHIEVEMENT, LEADERSHIP, AND SISTERHOOD (IDEALS). THE IDEALS ARE REINFORCED THROUGHOUT THE DAY, BEGINNING WITH THE MORNING MEETING AND CONTINUING WITH SCHOOL-WIDE BEHAVIOR EXPECTATIONS. WE DEVOTE TIME EACH DAY TO EXPLICIT TEACHING AND MODELING OF OUR IDEALS. CO-CURRICULAR EDUCATION - EXCEL ACADEMY PROVIDES A WIDE AND INCLUSIVE PAIRING OF CO-CURRICULAR OFFERINGS THAT COMPLEMENT AND SUPPORT THE EDUCATIONAL, SOCIAL, AND EMOTIONAL GROWTH OF OUR SCHOLARS. THESE OFFERINGS HAVE INCLUDED MUSIC, ART, PHYSICAL EDUCATION, AND TECHNOLOGY. SUPPORT SERVICES - EXCEL ACADEMY'S SPECIAL EDUCATION PROGRAM IS COMMITTED TO MEETING THE GOALS AND OBJECTIVES OF EVERY CHILD'S INDIVIDUAL EDUCATIONAL AND SOCIAL-EMOTIONAL NEEDS. A TEAM OF SPECIAL EDUCATIONAL STAFF, SOCIAL WORKERS, AND FAMILY ENGAGEMENT SUPPORT ARE PROVIDED. ADDITIONAL RELATED SERVICES, INCLUDING SPEECH/LANGUAGE THERAPY, PHYSICAL THERAPY, AND OCCUPATIONAL THERAPY, ARE ALL PROVIDED. WELLNESS INITIATIVE - WEEKLY PHYSICAL EDUCATION FOCUSED ON ACTIVITIES THAT ENHANCE BODY AWARENESS, STRENGTH AND ENDURANCE AS WELL AS BALANCE AND COORDINATION. ENRICHMENT OPPORTUNITIES - EXCEL ACADEMY AFTER SCHOOL CLUBS AND ACTIVITIES ARE DESIGNED TO EXTEND THE SCHOOL DAY AND PROVIDE SCHOLARS ENRICHMENT OPPORTUNITIES. LED BY TEACHERS, AFTER SCHOOL STAFF, AND COMMUNITY PROFESSIONALS, CREATIVE PROGRAMMING ENCOURAGES SCHOLARS TO EXPLORE PASSIONS AND INTERESTS OUTSIDE OF THE CLASSROOM. GIRLS WHO PARTICIPATE IN AFTER SCHOOL CLUBS AND ACTIVITIES FORM BONDS AND ALLEGIANCES WITH LIKE-MINDED SISTER SCHOLARS IN SHARED EXPERIENCES THAT HELP DEVELOP TEAMWORK AND SISTERHOOD. PARENT ENGAGEMENT - WE EMBRACE STUDENTS' PARENTS AND GUARDIANS AS ESSENTIAL PARTNERS IN THE EDUCATION OF THEIR CHILDREN AND WE ENGAGE FAMILIES AND THE WIDER COMMUNITY TO SUPPORT EXCEL'S SCHOLARS. EXCEL CULTIVATES RICH PARTNERSHIPS WITH LOCAL ORGANIZATIONS COMMITTED TO ADVANCING THE MISSION OF GIRLS' EDUCATION, PROVIDING LEARNING OPPORTUNITIES FOR SCHOLARS IN AND OUTSIDE OF THE CLASSROOM. EXCEL IS COMMITTED TO LOOKING FORWARD BY CRITICALLY ASSESSING OUR CURRICULUM AND TEACHING METHODS. WE HAVE STRENGTHENED ASPECTS OF THE CURRICULUM THAT HAVE PROVEN SUCCESSFUL WHILE REMAINING CRITICAL OF THOSE ASPECTS THAT DID NOT PERFORM TO THE STANDARD THAT EXCEL REQUIRES. WE BELIEVE THAT THIS PROCESS HAS ALLOWED US TO CREATE AN EXCEPTIONAL PROGRAM THAT PROVIDES THE SOLID ACADEMIC FOUNDATION THAT IS ESSENTIAL FOR OUR SCHOLARS. FOLLOWING EXTENSIVE REVIEWS OF EDUCATIONAL RESEARCH, WE BELIEVE THAT A HIGH QUALITY, SINGLE SEX SCHOOL FOR GIRLS FACILITATES ACADEMIC AND PERSONAL DEVELOPMENT. GIVEN THE PROPER SUPPORT, ALL CHILDREN CAN DEVELOP A LOVE OF LEARNING AND MEET HIGH ACADEMIC AND PERSONAL STANDARDS. MINORITY GIRLS LIVING IN HIGH POVERTY NEIGHBORHOODS, STAND TO BENEFIT FROM A LEARNING ENVIRONMENT THAT FOSTERS COURAGE, RESPECT, INTEGRITY, SCHOLARSHIP AND PERSEVERANCE. WITH A SOLID ACADEMIC FOUNDATION AND ESSENTIAL LIFE SKILLS, EXCEL ACADEMY'S STUDENTS ARE POISED TO BREAK THE CHAINS OF UNDERACHIEVEMENT AND FREE THEMSELVES AND THEIR CHILDREN FROM POVERTY-LIMITED LIVES. OUR PROGRAM IS GEARED TO SIGNIFICANTLY IMPACT THE INTERGENERATIONAL PATTERNS OF POVERTY IN OUR STUDENTS AND THE LARGER COMMUNITY WE SERVE.Desc
Total Program Service Expenses$12,542,542TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee200EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKEVIN STAFFORDPersonNm
Phone2023730097PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12501 MARTIN LUTHER KING JR AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20020ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ELIZABETH HEIDER
CHAIR4.00Yes (X)Yes (X)$0$0$0
LEONARD MANNING
VICE-CHAIR4.00Yes (X)Yes (X)$0$0$0
VALERIE HOLT
TREASURER4.00Yes (X)Yes (X)$0$0$0
MICHAEL BEALE
SECRETARY4.00Yes (X)Yes (X)$0$0$0
DEBORAH BEY
MEMBER2.00Yes (X)$0$0$0
DAVID CUMBERBATCH
MEMBER2.00Yes (X)$0$0$0
LORETTA KING
MEMBER2.00Yes (X)$0$0$0
KEISHA WALTON
MEMBER2.00Yes (X)$0$0$0
SHERI MITCHELL
MEMBER2.00Yes (X)$0$0$0
JOHN HANSEN - CHIEF
FINANCIAL OF40.00Yes (X)$130,304$0$11,967
DEBORAH LOCKHART
CEO/HEAD OF40.00Yes (X)$159,348$0$6,048
TARA WARRINGTON
ASSISTANT PR40.00$109,185$0$3,927Yes (X)
PAMELA MONTGOMERY
OUT GOING -2.00Yes (X)Yes (X)$0$0$0
LAURA CALDWELL
OUT GOING -2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$398,837TotalReportableCompFromOrgAmt
Total Other Compensation$21,942TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TEN SQUARE LLC
1101 17TH STREET NWWASHINGTONDC20036MANAGEMENT CONS$699,996
METZ CULINARY MANAGEMENT INC
TWO WOODLAND DRIVEDALLASPA18612FOOD SERVICE$630,719
ED-OPS
1611 CONNECTICUT AVENUE NWWASHINGTONDC20009FINANCE SERVICE$153,475
ALIGN STAFFING
111 K STREET NE 4TH FLOORWASHINGTONDC20002STAFFING$141,642
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Government Grants$1,365,052GovernmentGrantsAmt
All Other Contributions$17,928AllOtherContributionsAmt
Noncash Contributions$31,292NoncashContributionsAmt
Total Contributions$1,382,980TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PER PUPIL FUNDING ALLOCATION900099$11,732,605$11,732,605
MEDICAID SERVICE FEES900099$72,954$72,954
STUDENT PROGRAM FEES900099$50,957$50,957
FieldValueIRS element (for citing)
Total Program Service Revenue$11,856,516TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,492TotalRevenueColumnAmt
Exclusion$9,492ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$5,516FundraisingGrossIncomeAmt
Fundraising Direct Expenses$4,020FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,496TotalRevenueColumnAmt
Exclusion$1,496ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,250,484TotalRevenueColumnAmt
Related Or Exempt Func Income$11,856,516RelatedOrExemptFuncIncomeAmt
Exclusion$10,988ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$315,502TotalAmt
Program Services$83,313ProgramServicesAmt
Management And General$232,189ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,003,819TotalAmt
Program Services$6,653,714ProgramServicesAmt
Management And General$302,433ManagementAndGeneralAmt
Fundraising$47,672FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$87,212TotalAmt
Program Services$82,659ProgramServicesAmt
Management And General$3,965ManagementAndGeneralAmt
Fundraising$588FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$423,903TotalAmt
Program Services$401,773ProgramServicesAmt
Management And General$19,270ManagementAndGeneralAmt
Fundraising$2,860FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$602,446TotalAmt
Program Services$555,593ProgramServicesAmt
Management And General$42,919ManagementAndGeneralAmt
Fundraising$3,934FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,026TotalAmt
Program Services$13,860ProgramServicesAmt
Management And General$3,166ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$146,137TotalAmt
Management And General$146,137ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,230,553TotalAmt
Program Services$1,139,732ProgramServicesAmt
Management And General$90,821ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$26,203TotalAmt
Program Services$25,988ProgramServicesAmt
Management And General$197ManagementAndGeneralAmt
Fundraising$18FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$157,098TotalAmt
Program Services$143,948ProgramServicesAmt
Management And General$11,119ManagementAndGeneralAmt
Fundraising$2,031FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$81,380TotalAmt
Program Services$75,051ProgramServicesAmt
Management And General$5,798ManagementAndGeneralAmt
Fundraising$531FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,053,983TotalAmt
Program Services$1,894,245ProgramServicesAmt
Management And General$146,330ManagementAndGeneralAmt
Fundraising$13,408FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$200,511TotalAmt
Program Services$184,918ProgramServicesAmt
Management And General$14,285ManagementAndGeneralAmt
Fundraising$1,308FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$32,112TotalAmt
Program Services$29,614ProgramServicesAmt
Management And General$2,287ManagementAndGeneralAmt
Fundraising$211FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DIRECT STUDENT COSTS$999,058$999,058
AUTHORIZER FEE$132,298$122,811$9,487
STAFF DEVELOPMENT$82,038$62,738$19,300
OTHER STAFF COSTS$64,457$59,834$4,623

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,847TotalAmt
Program Services$13,693ProgramServicesAmt
Management And General$1,057ManagementAndGeneralAmt
Fundraising$97FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,670,583TotalAmt
Program Services$12,542,542ProgramServicesAmt
Management And General$1,055,383ManagementAndGeneralAmt
Fundraising$72,658FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$102,607BOYAmt
EOY$344,349EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,782,665BOYAmt
EOY$3,145,399EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$462,685BOYAmt
EOY$310,922EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$132,089BOYAmt
EOY$161,987EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,118BOYAmt
EOY$26,558EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,596,633LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$905,458LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$759,056BOYAmt
EOY$691,175EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$89,990BOYAmt
EOY$89,990EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,340,210BOYAmt
EOY$4,770,380EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,186,128BOYAmt
EOY$1,008,315EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,683BOYAmt
EOY$37,765EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,195,811BOYAmt
EOY$1,046,080EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,143,332BOYAmt
EOY$3,722,014EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,067BOYAmt
EOY$2,286EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,144,399BOYAmt
EOY$3,724,300EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,340,210BOYAmt
EOY$4,770,380EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$420,099ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$374,561OtherCostOrOtherBasisAmt
Depreciation$59,128DepreciationAmt
Book Value$315,433BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,215,097OtherCostOrOtherBasisAmt
Depreciation$840,015DepreciationAmt
Book Value$375,082BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,975OtherCostOrOtherBasisAmt
Depreciation$6,315DepreciationAmt
Book Value$660BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$691,175TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,250,484TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$13,250,484RevenueSubtotalAmt
Total Revenue Per Form990$13,250,484TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,670,583TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$13,670,583ExpensesSubtotalAmt
Total Expenses Per Form990$13,670,583TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE CHARTER SCHOOL'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE EXCEL ACADEMY PUBLIC CHARTER SCHOOL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2017, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE CHARTER SCHOOL FILES TAX RETURNS. IT IS THE CHARTER SCHOOL'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF JUNE 30, 2017, THE CHARTER SCHOOL HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediafalsePlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, LINE 3THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND IS OPERATING UNDER A CONTRACT WITH THE DC GOVERNMENT. REVENUE PROCEDURE 75-50 DOES NOT APPLY TO CHARTER SCHOOLS.
SCHEDULE E, LINE 6THE EXCEL ACADEMY PUBLIC CHARTER SCHOOL RECEIVES PUBLIC FUNDS FROM THE DC GOVERNMENT BASED ON THE NUMBER OF STUDENTS THEY ENROLL ACCORDING TO THE UNIFORM PER STUDENT FUNDING FORMULA DEVELOPED BY THE MAYOR AND CITY COUNCIL. THIS PER PUPIL ALLOCATION IS SUPPLEMENTED WITH EXTRA FUNDS FOR STUDENTS WITH SPECIAL NEEDS. THE CHARTER SCHOOL ALSO RECEIVES GOVERNMENTAL ASSISTANCE IN THE FORM OF YEARLY GOVERNMENTAL GRANTS. MOST FUNDS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION PASSED THROUGH THE OFFICE OF THE STATE SUPERINTENDENT OF EDUCATION IN THE DISTRICT OF COLUMBIA.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDEBORAH LOCKHARTPersonNm
TitleCEO/HEAD OF SCHOOLTitleTxt
Base Compensation Filing Org$159,348BaseCompensationFilingOrgAmt
Nontaxable Benefits Filing Org$6,048NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$165,396TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$31,292NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE PUBLIC CHARTER SCHOOL OPERATES 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. IN AN EFFORT TO IMPACT THE INTER-GENERATIONAL PATTERNS OF POVERTY, EXCEL ACADEMY HAS BEEN ORGANIZED TO PROVIDE AN EXCELLENT ACADEMIC AND COMPLEMENTARY SOCIAL AND ENRICHMENT PROGRAM TO PREPARE SCHOLARS TO SUCCEED AND EFFECTIVELY COMPETE IN HIGHLY COMPETITIVE HIGH SCHOOLS, COLLEGES, AND UNIVERSITIES.
FORM 990, PAGE 2, PART III, LINE 4AREADING, WRITING, MATH, AND TO TEACH ETHICS, PERSONAL RESPONSIBILITY, AND HEALTHY CHOICES. WE USE EARLY AND FREQUENT ASSESSMENTS TO GAUGE STUDENTS' PROGRESS AND IDENTIFY ACADEMIC NEEDS FOR CLASSROOMS AND INDIVIDUAL STUDENTS, AND RESPOND TO THE DATA SUCH ASSESSMENTS PROVIDE WITH IMMEDIACY. WE HIRE HIGHLY SKILLED TEACHERS, PARTICIPATE IN ONGOING PROFESSIONAL DEVELOPMENT, AND CREATE AND MAINTAIN A COMMUNITY OF RESPECT AND COLLABORATION WITH OUR STAFF AND PARENTS. WE EMBRACE STUDENTS' PARENTS AND GUARDIANS AS ESSENTIAL PARTNERS IN THEIR STUDENT'S EDUCATION, AND WE REACH OUT TO FAMILIES AND THE WIDER COMMUNITY TO SUPPORT EXCEL ACADEMY'S GIRLS. FOUNDED BY KAYE SAVAGE, EXCEL ACADEMY WAS AUTHORIZED AND APPROVED BY THE DC PUBLIC CHARTER SCHOOL BOARD IN 2007. IN AUGUST 2008, THE SCHOOL OPENED IN A CHURCH BASEMENT WITH 134 PRESCHOOL, PRE-KINDERGARTEN AND KINDERGARTEN GIRLS. IN 2009, THE SCHOOL TOOK PARTIAL OCCUPANCY OF THE BIRNEY SCHOOL ON MARTIN LUTHER KING, JR. AVENUE SE, IN THE HEART OF THE BARRY FARM NEIGHBORHOOD IN ANACOSTIA. FROM 2008-2016, THE SCHOOL GREW TO SERVE OVER 700 PRESCHOOL THROUGH GRADE 7 SCHOLARS. IN AUGUST 2013, PREPARING FOR GROWTH THROUGH GRADE 8, THE CHARTER SCHOOL EXPANDED TO OCCUPY THE ENTIRE 86,000 SQUARE FOOT BUILDING. EXCEL ACADEMY CONTINUES TO GROW IN STUDENT ENROLLMENT AND STAFF SIZE EVERY YEAR. EXCEL ACADEMY PROVIDES SCHOLARS WITH A STRONG STANDARDS-BASED ACADEMIC PROGRAM, GENDER SPECIFIC TEACHING AND INSTRUCTION, AND LEADERSHIP AND EXTRACURRICULAR OPPORTUNITIES. TWO TEACHING FACULTY MEMBERS ARE ASSIGNED TO EACH CLASSROOM FROM PRESCHOOL TO THIRD GRADE. THIS STRUCTURE PROVIDES A LOW STUDENT TO TEACHER RATIO AND ALLOWS TEACHERS TO DELIVER INSTRUCTION APPROPRIATELY SUITED TO INDIVIDUAL STUDENT NEEDS. STUDENTS ADVANCE BASED ON MASTERY OF THE CURRICULUM AND PROGRESS IS MEASURED CONTINUOUSLY USING STANDARDIZED ASSESSMENTS, RUBRICS AND CURRICULUM CHECKLISTS. DEVELOPING AND APPLYING EARLY LITERACY AND NUMERACY SKILLS IN A HIGHLY STRUCTURED SETTING IS A CRITICAL COMPONENT OF OUR ACADEMIC PROGRAM IN ORDER TO ENSURE STRONG FOUNDATIONAL SKILLS IN THE CORE SUBJECTS: READING, LANGUAGE, WRITING, MATHEMATICS, SCIENCE AND SOCIAL STUDIES. WE BELIEVE THAT THE SOONER GIRLS ARE ENROLLED IN EXCEL ACADEMY, THE GREATER THE IMPACT ON THEIR ACADEMIC ACHIEVEMENT AND PERSONAL DEVELOPMENT. EXCEL ACADEMY BEGINS WITH THE EARLIEST LEARNERS, PRE-SCHOOL, PRE-KINDERGARTEN AND KINDERGARTEN, TO ALLOW FOR THE MOVEMENT OF STUDENTS WHO MAY BE READY FOR MORE ADVANCED ACADEMIC WORK OR FOR THOSE WHO MAY NEED TO BE GROUPED WITH YOUNGER STUDENTS BASED ON ACADEMIC AND/OR SOCIAL-EMOTIONAL NEEDS. MUCH OF THE STUDENT SUCCESS IN THE EARLY YEARS OF SCHOOL AT EXCEL ACADEMY IS CONNECTED TO INTENSIVE AND COMPREHENSIVE READING AND WRITING TEACHING AND INSTRUCTION. STUDENTS RECEIVE DIRECT INSTRUCTION IN PHONICS, DECODING, VOCABULARY, HANDWRITING, WRITING, AND COMPREHENSION. THROUGH A VARIETY OF LEARNING TECHNIQUES, SMALL GROUP INSTRUCTION, CENTER WORK, READ ALOUD AND WRITER'S WORKSHOP, STUDENTS ARE EQUIPPED WITH THE NECESSARY TOOLS TO READ. EXCEL ACADEMY IS COMMITTED TO ENSURING THAT EVERY CHILD IS READY TO READ BY KINDERGARTEN AND IS A DEVELOPING READER BEFORE ENTERING FIRST GRADE. STUDENTS WHO DO NOT DEMONSTRATE PREPAREDNESS FOR READING WILL NOT BE PROMOTED TO KINDERGARTEN. EXCEL ACADEMY HAS A VERY STRONG SET OF CORE VALUES AND PROCEDURES GOVERNING ALL AREAS OF SCHOOL LIFE. WE ARE COMMITTED TO PROVIDING: A RIGOROUS SINGLE GENDER MODEL - EXCEL ACADEMY'S UNIQUE SINGLE-SEX ENVIRONMENT IS SUPPORTED BY EXTENSIVE RESEARCH AND ROOTED IN HIGH ACADEMIC ACHIEVEMENT AND LEARNING FOR EVERY STUDENT THAT PERMITS STAFF TO FOCUS TEACHING STRATEGIES DIRECTED ON THE LEARNING NEEDS AND STYLES OF GIRLS. AN EARLY EDUCATIONAL INTERVENTION PROGRAM - STARTING WITH STUDENTS WHO ARE THREE YEARS OLD, EXCEL ACADEMY OFFERS AN INSTRUCTIONAL PROGRAM THAT PROMOTES SCHOOL READINESS IN LITERACY, MATH, AND SOCIAL DEVELOPMENT. "MORE TIME ON TASK - STUDENTS AT EXCEL ACADEMY ARE IN ACADEMICALLY RIGOROUS LEARNING ENVIRONMENTS FOR LONGER SCHOOL DAYS AND FOR AN EXTENDED YEAR. A RELENTLESS FOCUS ON THE DETAILS ALLOWS STUDENTS AND TEACHERS TO SPEND MORE TIME ON TASK. A STANDARDS BASED CURRICULUM - OUR ACADEMIC PROGRAM IS RESEARCH-PROVEN AND HAS DEMONSTRATED SIGNIFICANT STUDENT ACHIEVEMENT IN READING, WRITING, AND MATH. EARLY AND FREQUENT ASSESSMENTS - EXCEL ACADEMY TEACHERS KNOW THE POWER OF ASSESSING STUDENT PROGRESS AND USING DATA TO TRACK STUDENT PERFORMANCE. WE IDENTIFY STUDENTS' ACADEMIC NEEDS EARLY AND ADJUST TEACHING STRATEGIES ACCORDINGLY. THIS SYSTEM OF ASSESSMENT ALLOWS US TO RESPOND WITH TARGETED INTERVENTION AND IMMEDIACY. A TEAM OF HIGHLY SKILLED TEACHERS - THE EXCEL TEAM RECEIVES ONGOING PROFESSIONAL DEVELOPMENT TO BUILD SKILLS AND CREATE AND MAINTAIN A COMMUNITY OF RESPECT AND COLLABORATION WITH OUR STAFF AND PARENTS. "A SCHOOL WIDE CHARACTER DEVELOPMENT PROGRAM - EXCEL ACADEMY CONTINUES TO FOCUS ON OUR CHARACTER EDUCATION PROGRAM BASED ON THE CORE VALUES: INTEGRITY, DISCIPLINE, ENJOYMENT, ACHIEVEMENT, LEADERSHIP, AND SISTERHOOD (IDEALS). THE IDEALS ARE REINFORCED THROUGHOUT THE DAY, BEGINNING WITH THE MORNING MEETING AND CONTINUING WITH SCHOOL-WIDE BEHAVIOR EXPECTATIONS. WE DEVOTE TIME EACH DAY TO EXPLICIT TEACHING AND MODELING OF OUR IDEALS. CO-CURRICULAR EDUCATION - EXCEL ACADEMY PROVIDES A WIDE AND INCLUSIVE PAIRING OF CO-CURRICULAR OFFERINGS THAT COMPLEMENT AND SUPPORT THE EDUCATIONAL, SOCIAL, AND EMOTIONAL GROWTH OF OUR SCHOLARS. THESE OFFERINGS HAVE INCLUDED MUSIC, ART, PHYSICAL EDUCATION, AND TECHNOLOGY. SUPPORT SERVICES - EXCEL ACADEMY'S SPECIAL EDUCATION PROGRAM IS COMMITTED TO MEETING THE GOALS AND OBJECTIVES OF EVERY CHILD'S INDIVIDUAL EDUCATIONAL AND SOCIAL-EMOTIONAL NEEDS. A TEAM OF SPECIAL EDUCATIONAL STAFF, SOCIAL WORKERS, AND FAMILY ENGAGEMENT SUPPORT ARE PROVIDED. ADDITIONAL RELATED SERVICES, INCLUDING SPEECH/LANGUAGE THERAPY, PHYSICAL THERAPY, AND OCCUPATIONAL THERAPY, ARE ALL PROVIDED. WELLNESS INITIATIVE - WEEKLY PHYSICAL EDUCATION FOCUSED ON ACTIVITIES THAT ENHANCE BODY AWARENESS, STRENGTH AND ENDURANCE AS WELL AS BALANCE AND COORDINATION. ENRICHMENT OPPORTUNITIES - EXCEL ACADEMY AFTER SCHOOL CLUBS AND ACTIVITIES ARE DESIGNED TO EXTEND THE SCHOOL DAY AND PROVIDE SCHOLARS ENRICHMENT OPPORTUNITIES. LED BY TEACHERS, AFTER SCHOOL STAFF, AND COMMUNITY PROFESSIONALS, CREATIVE PROGRAMMING ENCOURAGES SCHOLARS TO EXPLORE PASSIONS AND INTERESTS OUTSIDE OF THE CLASSROOM. GIRLS WHO PARTICIPATE IN AFTER SCHOOL CLUBS AND ACTIVITIES FORM BONDS AND ALLEGIANCES WITH LIKE-MINDED SISTER SCHOLARS IN SHARED EXPERIENCES THAT HELP DEVELOP TEAMWORK AND SISTERHOOD. PARENT ENGAGEMENT - WE EMBRACE STUDENTS' PARENTS AND GUARDIANS AS ESSENTIAL PARTNERS IN THE EDUCATION OF THEIR CHILDREN AND WE ENGAGE FAMILIES AND THE WIDER COMMUNITY TO SUPPORT EXCEL'S SCHOLARS. EXCEL CULTIVATES RICH PARTNERSHIPS WITH LOCAL ORGANIZATIONS COMMITTED TO ADVANCING THE MISSION OF GIRLS' EDUCATION, PROVIDING LEARNING OPPORTUNITIES FOR SCHOLARS IN AND OUTSIDE OF THE CLASSROOM. EXCEL IS COMMITTED TO LOOKING FORWARD BY CRITICALLY ASSESSING OUR CURRICULUM AND TEACHING METHODS. WE HAVE STRENGTHENED ASPECTS OF THE CURRICULUM THAT HAVE PROVEN SUCCESSFUL WHILE REMAINING CRITICAL OF THOSE ASPECTS THAT DID NOT PERFORM TO THE STANDARD THAT EXCEL REQUIRES. WE BELIEVE THAT THIS PROCESS HAS ALLOWED US TO CREATE AN EXCEPTIONAL PROGRAM THAT PROVIDES THE SOLID ACADEMIC FOUNDATION THAT IS ESSENTIAL FOR OUR SCHOLARS. FOLLOWING EXTENSIVE REVIEWS OF EDUCATIONAL RESEARCH, WE BELIEVE THAT A HIGH QUALITY, SINGLE SEX SCHOOL FOR GIRLS FACILITATES ACADEMIC AND PERSONAL DEVELOPMENT. GIVEN THE PROPER SUPPORT, ALL CHILDREN CAN DEVELOP A LOVE OF LEARNING AND MEET HIGH ACADEMIC AND PERSONAL STANDARDS. MINORITY GIRLS LIVING IN HIGH POVERTY NEIGHBORHOODS, STAND TO BENEFIT FROM A LEARNING ENVIRONMENT THAT FOSTERS COURAGE, RESPECT, INTEGRITY, SCHOLARSHIP AND PERSEVERANCE. WITH A SOLID ACADEMIC FOUNDATION AND ESSENTIAL LIFE SKILLS, EXCEL ACADEMY'S STUDENTS ARE POISED TO BREAK THE CHAINS OF UNDERACHIEVEMENT AND FREE THEMSELVES AND THEIR CHILDREN FROM POVERTY-LIMITED LIVES. OUR PROGRAM IS GEARED TO SIGNIFICANTLY IMPACT THE INTERGENERATIONAL PATTERNS OF POVERTY IN OUR STUDENTS AND THE LARGER COMMUNITY WE SERVE.
FORM 990, PAGE 6, PART VI, LINE 11BTHE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER REVIEW THE FORM 990 INFORMATION RETURN AND THEN FORWARD THE FORM 990 TO THE TREASURER FOR REVIEW AND PRESENTATION TO THE BOARD OF DIRECTORS FOR APPROVAL. ONCE ALL QUESTIONS POSED BY THE BOARD OF DIRECTORS ARE ADDRESSED AND ANSWERED, THE TREASURER NOTIFIES THE CHIEF FINANCIAL OFFICER THAT THE 990 IS AUTHORIZED FOR FILING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY FOR ALL BOARD MEMBERS AND KEY EMPLOYEES. THE REVIEW REQUIRES DISCLOSURE OF ANY INTEREST BY ANYONE THAT MAY HAVE A CONFLICT OF INTEREST. AS THERE ARE CHANGES IN BOARD MEMBERS OR KEY EMPLOYEES, THE POLICY IS DISCLOSED AND COMPLIED WITH.
FORM 990, PAGE 6, PART VI, LINE 15ATHE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AT A REGULAR MEETING. THERE IS A PERFORMANCE REVIEW AND A COMPARISON OF SALARY TO MARKET FOR DETERMINATION OF SALARY.
FORM 990, PAGE 6, PART VI, LINE 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST FOR INSPECTION AT THE SCHOOL, AND A COPY MAY BE OBTAINED AT A COST PER COPY FOR REPRODUCTION.