Nonprofit · EIN 45-0507998
BRONX CHARTER SCHOOL FOR EXCELLENCE
Tax-exempt · BRONX, NY 10462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $61,529,135 | $57,118,803 | $4,410,332 | $178,373,318 | $116,514,514 | $61,858,804 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,259,123
- of which government grants
- $11,253,123
- Program service revenue
- $49,120,779
- Investment income
- $1,149,233
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,297,070
- Other salaries and wages
- $22,263,349
- Salaries, compensation and benefits (total)
- $28,120,214
- Professional fundraising fees
- $0
- Legal fees
- $16,874
- Accounting fees
- $57,651
- Occupancy
- $9,017,395
- Depreciation
- $1,868,912
- Program services (functional)
- $53,071,505
- Management and general (functional)
- $4,047,298
Balance sheet and other
- Total assets, start of year
- $166,128,250
- Total assets, end of year
- $178,373,318
- Total liabilities, end of year
- $116,514,514
- Net assets, end of year
- $61,858,804
- Land, buildings and equipment
- $29,940,857
- Publicly traded securities
- $22,202,827
- Net assets without donor restrictions
- $61,858,804
- Gross receipts
- $61,529,135
- Employees
- 365
- Volunteers
- 4
- Year formed
- 2003
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADIJE OKPO | PRINCIPAL MIDDLE SCHOOL Key employee | 50 | $255,445 | $29,529 |
| SHARLEEN MORRIS | PRINCIPAL ELEMENTARY Key employee | 50 | $209,105 | $47,435 |
| MARIA SARYAN | PRINCIPAL ELEMENTARY Key employee | 50 | $207,570 | $44,091 |
| ALEISHA RODRIGUEZ | DIRECTOR OF STUDENT SERVIC Key employee | 50 | $215,765 | $32,810 |
| DAWN DEAN | MANGING DIRECTOR OF SCHOOL Highest-paid employee | 50 | $199,500 | $42,337 |
| SAYI FIGUEROA | SENIOR STUDENT SERVICES CO Highest-paid employee | 50 | $212,020 | $25,009 |
| KEN A MARSH | SCHOOL LEADER RESIDENT Highest-paid employee | 50 | $201,660 | $15,957 |
| JOSHUA OCASIO | PRINCIPAL Key employee | 50 | $191,006 | $21,659 |
| JAMES KUSI-APPOUH | MANAGING DIRECTOR - OPERAT Highest-paid employee | 50 | $178,060 | $20,418 |
| KRISTINE RIVERA | MANAGING DIRECTOR OF FAMILY AND COMMUNITY ENGAGEME Highest-paid employee | 50 | $166,155 | $28,372 |
| KATHY LATHEN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOYCE FROST | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOE LEWIS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| STACEY LAUREN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1960 BENEDICT AVE, BRONX, NY 10462-4402
- Principal officer (990 for 2024)
- KATHY LATHEN, 1960 BENEDICT AVENUE, BRONX, NY 10462
- Signed the 990
- KATHY LATHEN, BOARD CHAIR
- Phone
- (212) 372-1000
- Return prepared by
- MENGEL METZGER BARR & CO LLP
Mission
EXCELLENCE COMMUNITY SCHOOLS PREPARES YOUNG PEOPLE IN NEW YORK CITY AND STAMFORD TO COMPETE FOR ADMISSION TO AND SUCCEED IN TOP PUBLIC, PRIVATE AND PAROCHIAL HIGH SCHOOLS BY CULTIVATING THEIR INTELLECTUAL, ARTISTIC, SOCIAL, EMOTIONAL, AND ETHICAL DEVELOPMENT. EXCELLENCE COMMUNITY SCHOOLS ACCOMPLISHES THIS BY OFFERING A CHALLENGING AND RIGOROUS ACADEMIC CURRICULUM, WHICH AT THE EARLIEST OF GRADES HAS AN EYE TOWARD COLLEGE PREPARATION. EXCELLENCE COMMUNITY SCHOOLS ACHIEVES THIS IN A SUPPORTIVE AND CARING ENVIRONMENT THAT MAINTAINS HIGH EXPECTATIONS FOR ALL STUDENTS.
Program accomplishments
- BRONX CHARTER SCHOOL FOR EXCELLENCE IS A PUBLIC, CHARTER SCHOOL THAT PROVIDES ELEMENTARY EDUCATION TO ABOUT 2,560 CHILDREN IN KINDERGARTEN THROUGH 8TH GRADE ACROSS FIVE SCHOOLS.Expenses $53,071,505 · revenue $49,120,779
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-0507998
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $178,373,318
- Income (IRS master file)
- $61,529,135
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $59,104,178 | $53,883,513 | $162,224,373 | IRS |
| 990 | June 2022 | $50,252,126 | $39,010,472 | $75,971,382 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BRONX CHARTER SCHOOL FOR EXCELLENCE
- What is the EIN of BRONX CHARTER SCHOOL FOR EXCELLENCE?
- The employer identification number (EIN) of BRONX CHARTER SCHOOL FOR EXCELLENCE is 45-0507998.
- Is BRONX CHARTER SCHOOL FOR EXCELLENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to BRONX CHARTER SCHOOL FOR EXCELLENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BRONX CHARTER SCHOOL FOR EXCELLENCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BRONX CHARTER SCHOOL FOR EXCELLENCE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRONX CHARTER SCHOOL FOR EXCELLENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BRONX CHARTER SCHOOL FOR EXCELLENCE?
- The 990 for the year ended June 30, 2025 names KATHY LATHEN.
- Who are the officers and directors of BRONX CHARTER SCHOOL FOR EXCELLENCE?
- The 990 for the year ended June 30, 2025 lists 14 people; 10 received compensation from the organization, the highest $255,445 (ADIJE OKPO, PRINCIPAL MIDDLE SCHOOL).
- How much revenue does BRONX CHARTER SCHOOL FOR EXCELLENCE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $61,529,135, expenses of $57,118,803 and total assets of $178,373,318 at year end.
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