FRIENDS OF EXCEL ACADEMY INC: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF EXCEL ACADEMY INC (EIN 30-0211613)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-25
- IRS object ID
- 201100849349200205
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-25T11:35:26-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300211613 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF EXCEL ACADEMY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIE | NameControl |
| Phone | 6175611371 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 285268 | AddressLine1 |
| City | EAST BOSTON | City |
| State | MA | State |
| ZIP Code | 02228 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | susan passoni | Name |
| Title | Board Chair | Title |
| Phone | 6175611371 | Phone |
| Date Signed | 2011-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN BUCKLEY CPA | Name |
| Phone | 5083669100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 361121 | GrossReceipts |
| Contributions Gifts Grants Etc | 333048 | ContributionsGiftsGrantsEtc |
| Special Events Gross Revenue | 28073 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 35890 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | -7817 | SpecialEventsNetIncomeLoss |
| Total Revenue | 325231 | TotalRevenue |
| Grants And Similar Amounts Paid | 96500 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 24000 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 116 | PrintingPublicationsPostage |
| Other Expenses Total | 1250 | OtherExpensesTotal |
| Total Expenses | 121866 | TotalExpenses |
| Excess Or Deficit For Year | 203365 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 459981 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 663346 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588325 | BOY |
| EOY | 934616 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6876 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595201 | BOY |
| EOY | 934616 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135220 | BOY |
| EOY | 271270 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 459981 | BOY |
| EOY | 663346 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO RAISE FUNDS AND SUPPORT THE FUNCTIONS OF EXCEL ACADEMY CHARTER SCHOOL. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | to raise funds and support the functions of excel academy charter school | DescriptionProgramServiceAccom |
| Grants And Allocations | 96500 | GrantsAndAllocations |
| Program Service Expenses | 96500 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 96500 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SUSAN PASSONI | ||||||||
| PO BOX 285268 | EAST BOSTON | MA | 02228 | president | 2.00 | 0 | 0 | 0 |
| BRIAN TRUESDALE | ||||||||
| PO BOX 285268 | EAST BOSTON | MA | 02228 | clerk | 0.75 | 0 | 0 | 0 |
| Andrew Rodriguez | ||||||||
| PO BOX 285268 | EAST BOSTON | MA | 02228 | TREASURER | 0.75 | 0 | 0 | 0 |
| Mary Elisabeth Swerz | ||||||||
| PO BOX 285268 | EAST BOSTON | MA | 02228 | MEMBER | 0.75 | 0 | 0 | 0 |
| kate bueker | ||||||||
| PO BOX 285268 | EAST BOSTON | MA | 02228 | MEMBER | 0.75 | 0 | 0 | 0 |
| tucker levy | ||||||||
| pO BOX 285268 | eAST BOSTON | MA | 02228 | memBER | 0.75 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 285268 | AddressLine1 |
| City | EAST BOSTON | City |
| State | MA | State |
| ZIP Code | 02228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6175611371 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 113461 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 230756 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148436 | CurrentTaxYearMinus1Year |
| Current Tax Year | 361121 | CurrentTaxYear |
| Total | 899690 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 113461 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 230756 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148436 | CurrentTaxYearMinus1Year |
| Current Tax Year | 361121 | CurrentTaxYear |
| Total | 899690 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4750 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25575 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41950 | CurrentTaxYear |
| Total | 99425 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4750 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25575 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41950 | CurrentTaxYear |
| Total | 99425 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 800265 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1552 | CurrentTaxYearMinus4Years |
| Total | 1552 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1552 | CurrentTaxYearMinus4Years |
| Total | 1552 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47468 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 113461 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 230756 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148436 | CurrentTaxYearMinus1Year |
| Current Tax Year | 361121 | CurrentTaxYear |
| Total | 901242 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88800 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.89000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00170 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.25000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Fall 2009 Fundraiser | NameOfEvent1 |
| Gross Receipts Event1 | 8401 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 5245 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 3156 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3261 | RentFacilityCostsEvent1 |
| Name Of Event2 | Spring 2010 Fundraiser | NameOfEvent2 |
| Gross Receipts Event2 | 122492 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 97575 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 24917 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 2125 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 30504 | FoodAndBeverageEvent2 |
| Gross Receipts Total | 130893 | GrossReceiptsTotal |
| Charitable Contributions Total | 102820 | CharitableContributionsTotal |
| Gross Revenue Total Events | 28073 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 5386 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 30504 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 35890 | DirectExpenseSummaryEvents |
| Net Income Summary | -7817 | NetIncomeSummary |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | Declaration |
Comments