2024-03-25T09:36:37-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 474121751 EXCEL ACADEMY CHARTER SCHOOLS EXCE 9493877822 1 TECHNOLOGY DRIVE BLDG I 811 IRVINE CA 92618 HEIDI GASCA EXECUTIVE DIRECTOR 7604949646 2024-03-22 1 HEIDI GASCA 999009999 1 MEI-LI HUANG P02383735 6268577300 2024-03-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEIDI GASCA 1 TECHNOLOGY DRIVE BLDG I 811 IRVINE CA 92618 20943400 0 X WWW.EXCELACADEMY.EDUCATION X 2015 CA THE CORPORATION OPERATES TUITION FREE CHARTER SCHOOL PROGRAMS WHERE TEACHERS AND PARENTS PARTNER TOGETHER. 5 5 144 0 0 0 22687187 20852454 0 0 7844 79742 226907 11204 22921938 20943400 0 0 0 0 11875032 12873259 0 0 0 7391350 6023579 19266382 18896838 3655556 2046562 6603445 9975217 1842709 3167919 4760736 6807298 X PROVIDES A FLEXIBLE, PERSONALIZED LEARNING THROUGH A CUSTOMIZED COURSE OF STUDY THAT WILL EDUCATE, MOTIVATE, AND INSTILL A LOVE OF LEARNING IN EACH INDIVIDUAL STUDENT. TEACHERS AND PARENTS WILL JOIN TOGETHER TO MAINTAIN HIGH EXPECTATIONS AND PROMOTE ACADEMIC EXCELLENCE FOR ALL STUDENTS CREATING THE NEXT GENERATION OF LEADERS. 0 0 16666253 OFFERING AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL FOR STUDENTS IN GRADES TK-12. ALLOWING PARENTS TO SELECT A WIDE VARIETY OF EDUCATIONAL RESOURCES AND MATERIALS FROM APPROVED CONTENT AND COMMUNITY PROVIDERS USING STATE INSTRUCTIONAL FUND. THE ORGANIZATION SERVED APPROXIMATELY 1,590 STUDENTS. 16666253 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 258 0 1 144 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JOE SORRERA 9493877822 1 TECHNOLOGY DRIVE I-811 IRVINE CA 92816 HEIDI GASCA EXECUTIVE DIRECTOR 40.00 X 192145 0 38504 KERI SCHNEEWEISS DIRECTOR OF OPERATIONS 40.00 X 152640 0 44562 LARA C ULMER ASSIST DIR OF SPED 40.00 X 149961 0 46813 LEAH VIDES SPECIAL EDUCATION PROGRAM SPECIALIST 40.00 X 118898 0 41023 JENNIFER CRAIG ASSIST DIR OF ASSESSMENT 40.00 X 126234 0 0 LORRIE M WOOD ASSISTANT PRINCIPAL 40.00 X 108618 0 36208 LARRY ALVARADO MEMBER 2.00 X 12525 0 0 DR WILLIAM HALL PRESIDENT 5.00 X X 12450 0 0 MICHAEL HUMPHREY VICE PRESIDENT 2.00 X X 7537 0 0 STEVE FRAIRE CLERK 2.00 X X 7500 0 0 SUSAN HOULE MEMBER 2.00 X 7500 0 0 896008 0 207110 9 0 1 0 0 20852454 20852454 79742 79742 OTHER REVENUE 611600 11204 11204 11204 20943400 0 0 90946 X 271090 271090 9605731 8709203 896528 1522875 1497876 24999 1244156 1060739 183417 229407 171518 57889 355664 355664 301880 301880 30897 30897 2443665 1646364 797301 16727 16727 60184 60184 306175 306175 96100 14480 81620 120970 73230 47740 59610 59610 70808 10883 59925 INSTRUCTIONAL MATERIALS 1804177 1786160 18017 OTHER EXPENSES 356722 293573 63149 18896838 16666253 2230585 0 3035209 2963183 1494664 4676195 2033088 2060622 40484 152190 0 123027 6603445 9975217 398029 1125562 195912 1854456 1248768 62494 0 125407 1842709 3167919 X 4760736 6807298 4760736 6807298 6603445 9975217 2046562 0 X X 0 1 X 1 1 1 X 0 LEASE LIABILITY 125407 125407 X 20943400 0 20943400 0 20943400 18896838 0 18896838 0 18896838 PART X, LINE 2: THE SCHOOL IS PART OF A NONPROFIT CORPORATION EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AND EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS AND ON THE SCHOOL'S WEBSITE AT HTTPS://EXCELACADEMY.EDUCATION/RESOURCES/2021-2022-HANDBOOK. SCHEDULE E, PART I, LINE 6 THE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X 0 0 0 0 0 0 0 0 0 HEIDI GASCA EXECUTIVE DIRECTOR 192145 0 0 0 0 0 38504 0 0 0 230649 0 0 0 KERI SCHNEEWEISS DIRECTOR OF OPERATIONS 152640 0 0 0 0 0 31119 0 13443 0 197202 0 0 0 LARA C ULMER ASSIST DIR OF SPED 149961 0 0 0 0 0 30997 0 15816 0 196774 0 0 0 LEAH VIDES SPECIAL EDUCATION PROGRAM SPECIALIST 118898 0 0 0 0 0 25623 0 15400 0 159921 0 0 0 PART I, LINE 3 THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINE BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT CAN ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINE BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE OFFICERS AND KEY EMPLOYEES' COMPENSATION AS A DIRECT ACTION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SPED CONSULTANTS : PROGRAM SERVICE EXPENSES 327,257. MANAGEMENT AND GENERAL EXPENSES 14,700. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 341,957. PROFESSIONAL SERVICES - NON-INSTRUCTIONALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 137,008. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,008. INSTRUCTIONAL VENDOR AND CONSULTANTS: PROGRAM SERVICE EXPENSES 1,319,107. MANAGEMENT AND GENERAL EXPENSES 621,671. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,940,778. MISC. OTHER OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,922. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,922. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.