Nonprofit · EIN 82-4501336
PALMETTO EXCEL INC
Tax-exempt · N CHARLESTON, SC 29406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,762,264 | $2,100,224 | -$337,960 | $676,895 | $556,902 | $119,993 |
| June 30, 2024 | 990 | $2,263,876 | $1,871,757 | $392,119 | $832,901 | $624,948 | $207,953 |
| June 30, 2023 | 990-EZ | – | – | – | $0 | $0 | $0 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,762,133
- of which government grants
- $1,300,000
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $131
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $9,250
- Travel
- $6,368
- Depreciation
- $141,540
- Program services (functional)
- $1,885,914
- Management and general (functional)
- $214,310
Balance sheet and other
- Total assets, start of year
- $832,901
- Total assets, end of year
- $676,895
- Total liabilities, end of year
- $556,902
- Net assets, end of year
- $119,993
- Land, buildings and equipment
- $53,098
- Net assets without donor restrictions
- $119,993
- Gross receipts
- $1,762,264
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2020
- State of legal domicile
- SC
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELLIOT SMALLEY | SENIOR DIRECTOR Officer | 1 | $0 | $229,424 | $32,408 |
| RUTH CHAMBERS TURNER | SCHOOL DIRECTOR Officer | 1 | $0 | $91,455 | $2,339 |
| JEREMY EASLEY | SCHOOL DIRECTOR Officer | 1 | $0 | $75,292 | $1,419 |
| ERICA WRIGHT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRAN WELCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HERBERT DRAYTON III | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KELLEY JARRETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KELLYE WHITAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN ITZKOWITZ | BOARD MEMBER (NONVOTING) Trustee or director | 1 | $0 | $0 | $0 |
| LEE DEAS | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL SABOE | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMY MIMS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRIST HARVEY | FINANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RUTH CHAMBERS TURNER | SCHOOL DIRECTOR Officer | 1 | $0 | $110,100 | $0 |
| ELLIOT SMALLEY | BOARD VICE CHAIR Officer | 1 | $0 | $53,753 | $10,805 |
| DIANA SAILLANT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ERICA WRIGHT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRAN WELCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HERBERT DRAYTON III | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KELLEY JARRETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KELLYE WHITAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN ITZKOWITZ | BOARD MEMBER (NONVOTING) Trustee or director | 1 | $0 | $0 | $0 |
| LEE DEAS | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMY MIMS | GOVERNANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRIST HARVEY | FINANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS HARVEY | BOARD MEMBER | 1 | $0 |
| FRAN WELCH | BOARD MEMBER | 1 | $0 |
| DIANA SAILLANT | BOARD MEMBER | 1 | $0 |
| KELLYE WHITAKER | BOARD MEMBER | 1 | $0 |
| LEE DEAS | BOARD MEMBER | 1 | $0 |
| MICHAEL BARNES | BOARD MEMBER | 1 | $0 |
| J MICHAEL SABOE | CHAIR | 1 | $0 |
| AMY MIMS | VICE-CHAIR | 1 | $0 |
| BRIAN ITZKOWITZ | PRESIDENT/CEO (EX OFFICIO MEMBER) | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7000 RIVERS AVE, N CHARLESTON, SC 29406-4607
- In care of
- % ROBERT G SMITH
- Mailing address (990-N for 2022)
- 2150 EAGLE DR, North Charleston SC 29406
- Principal officer (990 for 2024)
- DR JEREMY EASLEY, 7000 RIVERS AVE, NORTH CHARLESTON, SC 29406
- Principal officer (990-N for 2022)
- Brian Itzkowitz, 2150 EAGLE DR, North Charleston SC 29406
- Signed the 990
- CHRIS HARVEY, CFO
- Phone
- (843) 566-0072
- Website
- WWW.PALMETTOEXCEL.ORG
- Return prepared by
- ELLIOTT DAVIS ADVISORY LLC
Mission
THE MISSION OF PALMETTO EXCEL-A LOCALLY-DRIVEN CHARTER SCHOOL BASED ON THE NATIONAL EXCEL CENTER MODEL-IS TO PROVIDE ADULTS THE OPPORTUNITY AND SUPPORT TO EARN HIGH SCHOOL DIPLOMAS AND POSTSECONDARY EDUCATION WHILE DEVELOPING CAREER PATHS THAT OFFER BETTER-THAN-AVERAGE EMPLOYMENT AND GROWTH OPPORTUNITIES.
Program accomplishments
- FOCUS ON DIPLOMAS AND WORKFORCE TRAINING/CERTIFICATION FOR STUDENTS OVER THE AGE OF 21. PALMETTO EXCEL WILL EXCLUSIVELY SERVE ADULTS OVER THE AGE OF 21 GRANTING DIPLOMAS AND OFFERING COLLEGE CREDIT AND WORKFORCE CERTIFICATIONS MAKING IT THE ONLY HIGH SCHOOL OF ITS KIND IN SOUTH CAROLINA. EXCEL GRADUATED ITS FIRST CLASS OF STUDENTS, 100% OF WHOM EARNED BOTH HIGH SCHOOL DIPLOMAS AND WORKFORCE CERTIFICATIONS.Expenses $1,689,307
- FULL-TIME LIFE COACHES. RECOGNIZING THE UNIQUE STRESSORS, SKILLS AND NEEDS OF ADULT STUDENTS, PALMETTO EXCEL WILL EMPLOY FULL-TIME LIFE COACHES WHO WILL WORK WITH STUDENTS ON SCHEDULING CLASSES, SETTING GOALS, CREATING INDIVIDUALIZED PLANS, TRACKING GRADUATION REQUIREMENTS AND PROVIDING ADDITIONAL SUPPORT. LIFE COACHING AT PALMETTO EXCEL WILL ADDRESS THE MAJOR LIFE BARRIERS AND ISSUES THAT MOST OFTEN PREVENT STUDENTS FROM BEING SUCCESSFUL IN SCHOOL AND IN LIFE. RECENT GRADUATES ACHIEVED 100% OF WORKFORCE CREDENTIALS.Expenses $196,607
- DROP-IN CARE FOR STUDENT'S YOUNG CHILDREN. CHILDCARE IS A KEY BARRIER FOR ADULT STUDENTS WHO WANT TO PURSUE THEIR DIPLOMAS. PALMETTO EXCEL WILL REMOVE THIS BARRIER BY OFFERING FULLY-STAFFED, HIGH QUALITY DROP-IN CARE ON OR NEAR CAMPUS, ALLOWING STUDENTS TO ATTEND CLASS WHENEVER THEIR SCHEDULES ALLOW.
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
- 82-4501336
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $676,895
- Income (IRS master file)
- $1,762,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,762,264 | $2,100,224 | $676,895 | IRS |
| 990 | June 2024 | $2,263,876 | $1,871,757 | $832,901 | IRS |
| 990-EZ | June 2023 | $0 | $0 | $0 | XML |
| 990-N for 2022 Officer: Brian Itzkowitz | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: LORNA UTLEY | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Robert Smith | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 82-4501336).
Questions about PALMETTO EXCEL INC
- What is the EIN of PALMETTO EXCEL INC?
- The employer identification number (EIN) of PALMETTO EXCEL INC is 82-4501336.
- Is PALMETTO EXCEL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to PALMETTO EXCEL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PALMETTO EXCEL INC 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 PALMETTO EXCEL INC 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 PALMETTO EXCEL INC 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 PALMETTO EXCEL INC?
- The 990 for the year ended June 30, 2025 names DR JEREMY EASLEY.
- Who are the officers and directors of PALMETTO EXCEL INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does PALMETTO EXCEL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,762,264, expenses of $2,100,224 and total assets of $676,895 at year end.
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