Nonprofit · EIN 47-4121751
EXCEL ACADEMY CHARTER SCHOOLS
Tax-exempt · IRVINE, CA 92618
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $24,998,444 | $23,014,012 | $1,984,432 | $13,606,357 | $1,940,862 | $11,665,495 |
| June 30, 2024 | 990 | $22,833,675 | $19,959,910 | $2,873,765 | $12,499,330 | $2,818,267 | $9,681,063 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $24,579,743
- of which government grants
- $24,579,743
- Program service revenue
- $0
- Investment income
- $416,843
- Other revenue
- $1,858
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $532,400
- Other salaries and wages
- $11,260,644
- Salaries, compensation and benefits (total)
- $15,123,681
- Professional fundraising fees
- $0
- Legal fees
- $271,271
- Accounting fees
- $57,645
- Occupancy
- $275,410
- Travel
- $172,080
- Program services (functional)
- $20,731,939
- Management and general (functional)
- $2,282,073
Balance sheet and other
- Total assets, start of year
- $12,499,330
- Total assets, end of year
- $13,606,357
- Total liabilities, end of year
- $1,940,862
- Net assets, end of year
- $11,665,495
- Net assets without donor restrictions
- $11,665,495
- Gross receipts
- $24,998,444
- Employees
- 157
- Volunteers
- 3
- Year formed
- 2015
- State of legal domicile
- CA
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 |
|---|---|---|---|---|
| HEIDI M GASCA | EXECUTIVE DIRECTOR Officer | 40 | $216,685 | $62,183 |
| CLAUDIO SORRERA | DIRECTOR OF BUSINESS SERVICES Officer | 40 | $177,310 | $98,089 |
| LARA C ULMER | ASSISTANT DIR OF SPED Highest-paid employee | 40 | $172,108 | $68,066 |
| KERI A SCHNEEWEISS | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $169,461 | $65,854 |
| NOELL SCOTT | SCHOOL PSYCHOLOGIST Highest-paid employee | 40 | $160,857 | $59,482 |
| JENNIFER CRAIG | DIRECTOR OF OP/ACCOUNTABILITY Highest-paid employee | 40 | $157,019 | $44,918 |
| ANGELA GALAVIZ | SPEECH AND LANGUAGE PATHOLOGIST Highest-paid employee | 40 | $148,341 | $40,371 |
| LARRY ALVARADO | DIRECTOR Trustee or director | 3 | $13,723 | $0 |
| WILLIAM HALL | PRESIDENT Trustee or director, Officer | 5 | $13,590 | $0 |
| MICHAEL HUMPREY | VICE PRESIDENT Trustee or director, Officer | 2 | $8,220 | $0 |
| STEVE FRAIRE | CLERK Trustee or director, Officer | 2 | $8,190 | $0 |
| SUSAN HOULE | DIRECTOR Trustee or director | 2 | $8,190 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEIDI GASCA | EXECUTIVE DIRECTOR Officer | 40 | $213,340 | $40,748 |
| KERI SCHNEEWEISS | DIR OPERATIONS Highest-paid employee | 40 | $169,779 | $48,017 |
| LARA C ULMER | ASSIST DIR OF SPED Highest-paid employee | 40 | $166,981 | $48,632 |
| CLAUDIO SORRERA | DIRECTOR OF BUSINESS SERVICES Officer | 40 | $173,882 | $29,936 |
| LEAH VIDES | ASSIST DIR OF SPED Highest-paid employee | 1 | $132,970 | $48,779 |
| JENNIFER CRAIG | DIR OF OP/ ACCOUNTABILITY Highest-paid employee | 1 | $139,893 | $26,720 |
| LORRIE WOOD | SECONDARY PRINCIPAL Highest-paid employee | 1 | $121,547 | $37,437 |
| LARRY ALVARADO | MEMBER Trustee or director | 3 | $12,524 | $0 |
| DR WILLIAM HALL | PRESIDENT Trustee or director, Officer | 5 | $12,450 | $0 |
| MICHAEL HUMPHREY | VICE PRESIDENT Trustee or director, Officer | 2 | $7,537 | $0 |
| STEVE FRAIRE | CLERK Trustee or director, Officer | 2 | $7,500 | $0 |
| SUSAN HOULE | MEMBER Trustee or director, Officer | 2 | $7,500 | $0 |
Address and contacts
- Address (IRS master file)
- 1 TECHNOLOGY DR STE I811, IRVINE, CA 92618-5319
- In care of
- % CORRIE AMADOR
- Principal officer (990 for 2024)
- HEIDI GASCA, 1 TECHNOLOGY DRIVE BLDG I 811, IRVINE, CA 92618
- Signed the 990
- HEIDI GASCA, SUPERINTENDENT/EXECUTIVE DIRECTOR
- Phone
- (949) 387-7822
- Website
- WWW.EXCELACADEMY.EDUCATION
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-4121751 or by the name EXCEL ACADEMY CHARTER SCHOOLS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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 1,710 STUDENTS.Expenses $20,731,939
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
- 47-4121751
- 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
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $13,606,357
- Income (IRS master file)
- $24,998,444
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $24,998,444 | $23,014,012 | $13,606,357 | XML |
| 990 | June 2024 | $22,833,675 | $19,959,910 | $12,499,330 | IRS |
| 990 | June 2023 | $20,943,400 | $18,896,838 | $9,975,217 | IRS |
| 990 | June 2022 | $22,921,938 | $19,266,382 | $6,603,445 | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 47-4121751).
Questions about EXCEL ACADEMY CHARTER SCHOOLS
- What is the EIN of EXCEL ACADEMY CHARTER SCHOOLS?
- The employer identification number (EIN) of EXCEL ACADEMY CHARTER SCHOOLS is 47-4121751.
- Is EXCEL ACADEMY CHARTER SCHOOLS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to EXCEL ACADEMY CHARTER SCHOOLS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EXCEL ACADEMY CHARTER SCHOOLS 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 EXCEL ACADEMY CHARTER SCHOOLS 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 EXCEL ACADEMY CHARTER SCHOOLS 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 EXCEL ACADEMY CHARTER SCHOOLS?
- The 990 for the year ended June 30, 2025 names HEIDI GASCA.
- Who are the officers and directors of EXCEL ACADEMY CHARTER SCHOOLS?
- The 990 for the year ended June 30, 2025 lists 12 people; 12 received compensation from the organization, the highest $216,685 (HEIDI M GASCA, EXECUTIVE DIRECTOR).
- How much revenue does EXCEL ACADEMY CHARTER SCHOOLS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $24,998,444, expenses of $23,014,012 and total assets of $13,606,357 at year end.
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