Excelsior Academy
Nonprofit profile at a glance
- EIN
- 330293186
- IRS 990-EZ coverage
- 2019–2019
- Forms available
- Form 990 2018, Form 990-EZ 2019
- Location
- Ramona, CA, USA
- Phone
- 6195836762
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Specialized Education Institutions
Reported finances
- Revenue
- $39,492
- Expenses
- $65,644
- Assets
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- PAUL GILMARTIN (Vice President)
- SHIRLEY WILLADSEN (President)
People named in this filing
- CLAUDIA FARNUM (VOTING MEMBER)
- SARAH ANAYA (VOTING MEMBER)
- PAUL GILMARTIN (Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Schooling, education and counseling.
What it reported doing in 2019
Schooling, education and counseling for learning handicapped students from school districts located throughout san diego county.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 98
- Transparency & Controls: 82
- Sustainability: 6
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 96.4%; rating input score 96
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -66.2%; rating input score 11; 11th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 51%; rating input score 3; 3rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -6.7% per year; rating input score 0; 33rd percentile among comparable filings
- Asset growth: -20.5% per year; rating input score 0; 10th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 96.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $63K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 4 filed schedules
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 11/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 2/100.
- High — Sustainability: Officer compensation ratio scored 3/100.
- High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.