EXCEL ACADEMY PUBLIC CHARTER SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EXCEL ACADEMY PUBLIC CHARTER SCHOOL (EIN 20-4394596)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201410439349300216
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T08:47:17-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462108854 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1 |
| City | BEDFORD | City |
| State | PA | State |
| ZIP Code | 155220259 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204394596 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCEL ACADEMY PUBLIC CHARTER SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EXCE | NameControl |
| Phone | 2023730097 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 MARTIN LUTHER KING JR AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20020 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAYE SAVAGE | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 2023730097 | Phone |
| Date Signed | 2014-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD M JONES CPA | Name |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | Phone |
| Date Prepared | 2014-02-12 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KAYE SAVAGE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 MARTIN LUTHER KING JR AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8527875 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | EXCELPCS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THE 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 90 | TotalNbrEmployees |
| Total Nbr Volunteers | 94 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1086881 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1123306 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5681172 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7367841 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3055 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3528 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -37617 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6271 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6733491 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8500946 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3943534 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4678145 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 164162 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2490206 | OtherExpensePriorYear |
| Other Expenses Current Year | 3158382 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6433740 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7836527 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 299751 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 664419 | RevenuesLessExpensesCY |
| Total Assets BOY | 1905985 | TotalAssetsBOY |
| Total Assets EOY | 2720989 | TotalAssetsEOY |
| Total Liabilities BOY | 467336 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 617921 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1438649 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2103068 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE 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. 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7177212 | Expense |
| Revenue | 7367841 | Revenue |
| Description | THE EXCEL ACADEMY PUBLIC CHARTER SCHOOL STRIVES TO IMPACT THE INTER-GENERATIONAL PATTERNS OF POVERTY BY PROVIDING AN EXCELLENT ACADEMIC PROGRAM WITH A COMPLIMENTARY SOCIAL AND CHARACTER ENRICHMENT PROGRAM. THE CURRICULUM AND PROGRAM STRUCTURE PREPARES SCHOLARS TO SUCCEED AND EQUIPS THEM TO EFFECTIVELY COMPETE IN HIGHLY COMPETITIVE HIGH SCHOOLS, COLLEGES AND UNIVERSITIES. EXCEL ACADEMY PROVIDES A FULL ACADEMIC DAY COMPLEMENTED BY AN INTERNALLY OPERATED AFTER SCHOOL PROGRAM. | Description |
| Total Program Service Expense | 7177212 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 90 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAYE SAVAGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2023730097 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 MARTIN LUTHER KING JR AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20020 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| KAYE E SAVAGE | |||||||
| EX OFFICIO & CEO | 40.00 | X | X | 158211 | 0 | 12955 | |
| VITO GERMINARIO | |||||||
| BOARD CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| MALCOLM POOLE | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| DEBORAH LOCKHART | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| VALERIE HOLT | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| JOHN BARRON | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BRIDGET BOND | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CHANELLE HARDY | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| NIKKI A STEWART | |||||||
| CHIEF ACADEMIC OFFICER | 40.00 | 105369 | 0 | 8942 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 263580 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 21897 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AT HOME MANAGEMENT CATERING | |||||
| 2901 GEORGIA AVENUE NW | WASHINGTON | DC | 20001 | FOOD SERVICES | 204922 |
| URBAN TEACHER CENTER INC | |||||
| 1500 UNION AVENUE SUITE 220 | BALTIMORE | MD | 21211 | CURRICULAR CONTRACTED STAFF | 143750 |
| REVOLUTION FOODS | |||||
| PO BOX 742759 | LOS ANGELES | CA | 900742759 | FOOD SERVICES | 132905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 80587 | FundraisingEvents |
| Government Grants | 850566 | GovernmentGrants |
| All Other Contributions | 192153 | AllOtherContributions |
| Noncash Contributions | 8216 | NoncashContributions |
| Total Contributions | 1123306 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PER-PUPIL FUNDING | 900099 | 7291683 | 7291683 |
| PROGRAM FEES, ETC | 900099 | 76158 | 76158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7367841 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3528 | TotalRevenueColumn |
| Exclusion | $3,528 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 33200 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 80587 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 26929 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6271 | TotalRevenueColumn |
| Exclusion | $6,271 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8500946 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7367841 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,799 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280607 | Total |
| Program Services | 230084 | ProgramServices |
| Management And General | 42102 | ManagementAndGeneral |
| Fundraising | 8421 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3852440 | Total |
| Program Services | 3593025 | ProgramServices |
| Management And General | 186013 | ManagementAndGeneral |
| Fundraising | 73402 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50571 | Total |
| Program Services | 47080 | ProgramServices |
| Management And General | 2514 | ManagementAndGeneral |
| Fundraising | 977 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172767 | Total |
| Program Services | 160839 | ProgramServices |
| Management And General | 8589 | ManagementAndGeneral |
| Fundraising | 3339 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321760 | Total |
| Program Services | 297729 | ProgramServices |
| Management And General | 17669 | ManagementAndGeneral |
| Fundraising | 6362 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40044 | Total |
| Program Services | 37053 | ProgramServices |
| Management And General | 2199 | ManagementAndGeneral |
| Fundraising | 792 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20721 | Total |
| Management And General | 20721 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108360 | Total |
| Management And General | 108360 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11810 | Total |
| Program Services | 11810 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138993 | Total |
| Program Services | 128765 | ProgramServices |
| Management And General | 7520 | ManagementAndGeneral |
| Fundraising | 2708 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37243 | Total |
| Program Services | 31306 | ProgramServices |
| Management And General | 1858 | ManagementAndGeneral |
| Fundraising | 4079 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1396663 | Total |
| Program Services | 1292354 | ProgramServices |
| Management And General | 76693 | ManagementAndGeneral |
| Fundraising | 27616 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168064 | Total |
| Program Services | 155512 | ProgramServices |
| Management And General | 9229 | ManagementAndGeneral |
| Fundraising | 3323 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16772 | Total |
| Program Services | 15519 | ProgramServices |
| Management And General | 921 | ManagementAndGeneral |
| Fundraising | 332 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT SUPPLIES, ETC. | 618140 | 618140 | ||
| FOOD SERVICE | 343896 | 343896 | ||
| STAFF DEVELOPMENT, ETC | 174620 | 164838 | 9782 | |
| TEMPORARY CONTRACT HELP | 57425 | 32705 | 24720 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25631 | Total |
| Program Services | 16557 | ProgramServices |
| Management And General | 983 | ManagementAndGeneral |
| Fundraising | 8091 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7836527 | Total |
| Program Services | 7177212 | ProgramServices |
| Management And General | 495153 | ManagementAndGeneral |
| Fundraising | 164162 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52185 | BOY |
| EOY | 60739 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1272107 | BOY |
| EOY | 1786319 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178410 | BOY |
| EOY | 326123 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37410 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156786 | BOY |
| EOY | 27451 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 829486 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 385929 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209087 | BOY |
| EOY | 443557 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 76800 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1905985 | BOY |
| EOY | 2720989 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467336 | BOY |
| EOY | 617921 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467336 | BOY |
| EOY | 617921 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1163649 | BOY |
| EOY | 1994875 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275000 | BOY |
| EOY | 108193 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1438649 | BOY |
| EOY | 2103068 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1905985 | BOY |
| EOY | 2720989 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 664419 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14524 | OtherCostOrOtherBasis |
| Depreciation | 2905 | Depreciation |
| Book Value | 11619 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 802462 | OtherCostOrOtherBasis |
| Depreciation | 372716 | Depreciation |
| Book Value | 429746 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12500 | OtherCostOrOtherBasis |
| Depreciation | 10308 | Depreciation |
| Book Value | 2192 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 443557 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8500946 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 8500946 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8500946 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7836527 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7836527 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7836527 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC NO. 740-10 [FORMERLY INTERPRETATION NO. 48 (FIN 48)], ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH IS AN INTERPRETATION OF ASC 740'S (FORMERLY SFAS NO. 109), ACCOUNTING FOR INCOME TAXES. FASB ASC NO. 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN EXCEL ACADEMY PUBLIC CHARTER SCHOOL'S FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740'S AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC NO. 740-10 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE EXCEL ACADEMY PUBLIC CHARTER SCHOOL'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS HAVE A "MORE-LIKELY-THAN-NOT" PROBABILITY OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. EXCEL ACADEMY PUBLIC CHARTER SCHOOL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2013, 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, 2013, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2009 THROUGH 2011 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. IT IS THE ORGANIZATIONS POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF JUNE 30, 2013, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 0 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND IS OPERATING UNDER A CONTRACT WITH THE D.C. GOVERNMENT. REV. PROC. 75-50 DOES NOT APPLY TO PUBLIC CHARTER SCHOOLS. |
| EXPLANATION OF DOCUMENT RETENTION | SCHEDULE E, PART I, LINE 4 | THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND IS OPERATING UNDER A CONTRACT WITH THE D.C. GOVERNMENT. REV. PROC. 75-50 DOES NOT APPLY TO PUBLIC CHARTER SCHOOLS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE 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. |
| EXPLANATION OF RACIAL NONDISCRIMINATION COMPLIANCE | SCHEDULE E, PART I, LINE 7 | THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND IS OPERATING UNDER A CONTRACT WITH THE D.C. GOVERNMENT. REV. PROC. 75-50 DOES NOT APPLY TO PUBLIC CHARTER SCHOOLS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA/AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 113787 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 80587 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 33200 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 2300 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 21963 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1800 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8604 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 113787 | GrossReceiptsTotal |
| Charitable Contributions Total | 80587 | CharitableContributionsTotal |
| Gross Revenue Total Events | 33200 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2300 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 21963 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1800 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 8604 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 34667 | DirectExpenseSummaryEvents |
| Net Income Summary | -1467 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAYE E SAVAGE | NamePerson |
| Title | EX OFFICIO & CEO | Title |
| Base Compensation Filing Org | 134839 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 23372 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12955 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 171166 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD DIRECTORS JOHN BARRON AND VITO GERMINARIO - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHIEF EXECUTIVE OFFICER AND DIRECTOR OF OPERATIONS REVIEW THE FORM 990 AND THEN FORWARD THE FORM 990 TO THE TREASURER FOR REVIEW AND PRESENTATION TO THE BOARD OF DIRECTORS FOR APPROVAL. ONCE APPROVED THE TREASURER RETURNS THE FORM 990 TO THE CHIEF EXECUTIVE OFFICER FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE 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, PART VI, SECTION B, LINE 15 | THE 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. OTHER EMPLOYEES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER ANNUALLY REGARDING COMPENSATION AND REPORTED TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE AVAILABLE UPON REQUEST FOR INSPECTION AT THE SCHOOL AND A COPY MAY BE OBTAINED AT A COST PER COPY FOR REPRODUCTION. |