2026-05-14T15:54:12-05:00 2025-06-30 161092347 MENGEL METZGER BARR & CO LLP 370 WOODCLIFF DRIVE SUITE 2A FAIRPORT NY 14450 990 2024-07-01 450507998 BRONX CHARTER SCHOOL FOR EXCELLENCE BRON 2123721000 1960 BENEDICT AVENUE BRONX NY 10462 KATHY LATHEN BOARD CHAIR 2123721000 2026-03-12 1 1 KATHERINE VANBRAMER P01523969 5854231860 2026-03-12 2024 2025-03-06 01:10:19Z KATHY LATHEN 1960 BENEDICT AVENUE BRONX NY 10462 61529135 0 X WWW.BRONXEXCELLENCE.ORG X 2003 NY CHARTER SCHOOL BASED IN VARIOUS SECTIONS OF THE BRONX, SERVING GRADES K-8. THE SCHOOL WAS ESTABLISHED TO PREPARE YOUNG PEOPLE FROM NEW YORK CITY TO COMPETE FOR ADMISSION TO, AND SUCCEED IN, TOP PUBLIC, PRIVATE, AND PAROCHIAL SCHOOLS. BCSE 1, THE FLAGSHIP SCHOOL IS BASED IN THE PARKCHESTER SECTION OF THE BRONX. 4 4 365 4 0 0 14968963 11259123 43848488 49120779 876846 1149233 0 0 59694297 61529135 0 0 0 0 26389294 28120214 0 0 0 27074279 28998589 53463573 57118803 6230724 4410332 166128250 178373318 108679778 116514514 57448472 61858804 X 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. 0 0 53071505 49120779 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. 53071505 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 365 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHARLENE REID 7188287301 1960 BENEDICT AVENUE BRONX NY 10462 X KATHY LATHEN BOARD CHAIR 2.00 X X 0 0 0 JOYCE FROST VICE CHAIR 2.00 X X 0 0 0 JOE LEWIS TREASURER 2.00 X X 0 0 0 STACEY LAUREN SECRETARY 2.00 X X 0 0 0 ADIJE OKPO PRINCIPAL MIDDLE SCHOOL 50.00 X 255445 0 29529 SHARLEEN MORRIS PRINCIPAL ELEMENTARY 50.00 X 209105 0 47435 MARIA SARYAN PRINCIPAL ELEMENTARY 50.00 X 207570 0 44091 JOSHUA OCASIO PRINCIPAL 50.00 X 191006 0 21659 ALEISHA RODRIGUEZ DIRECTOR OF STUDENT SERVIC 50.00 X 215765 0 32810 DAWN DEAN MANGING DIRECTOR OF SCHOOL 50.00 X 199500 0 42337 SAYI FIGUEROA SENIOR STUDENT SERVICES CO 50.00 X 212020 0 25009 JAMES KUSI-APPOUH MANAGING DIRECTOR - OPERAT 50.00 X 178060 0 20418 KRISTINE RIVERA MANAGING DIRECTOR OF FAMILY AND COMMUNITY ENGAGEME 50.00 X 166155 0 28372 KEN A MARSH SCHOOL LEADER RESIDENT 50.00 X 201660 0 15957 2036286 0 307617 11 0 1 0 EXCELLENCE COMMUNITY SCHOOLS INC 2000 BENEDICT AVENUE BRONX NY 10462 MANAGEMENT FEES 18242542 RED RABBIT LLC 1751 PARK AVENUE NEW YORK NY 10035 FOOD SERVICES 1174166 SCHOOL PROFESSIONALS 622 THIRD AVENUE - 39TH FLOOR NEW YORK NY 10017 CONTRACTED INSTRUCTION 964724 NETWORK OUTSOURCE INC 135 DENTON AVENUE NEW HYDE PARK NY 11040 TECHNOLOGY SERVICES 482837 GORDON MAINTENANCE SERVICES INC 33B TEC STREET HICKSVILLE NY 11801 JANITORIAL SERVICES 302796 17 11253123 6000 182086 11259123 STATE AND LOCAL PER PUPIL FEES 611110 49120250 49120250 OTHER 611110 529 529 49120779 1149233 1149233 61529135 49120779 0 1149233 1297070 1037658 259412 22263349 20947469 1315880 609590 576493 33097 2053637 1918269 135368 1896568 1781028 115540 9051056 8452840 598216 16874 16874 57651 57651 3469636 3170402 299234 266127 251191 14936 309705 288745 20960 556299 520421 35878 9017395 8440456 576939 1868912 1738669 130243 291403 291403 FOOD SERVICE 1502042 1502042 CURRICULUM & CLASSROOM 1402344 1402344 REPAIRS & MAINTENANCE 414486 384808 29678 PROFESSIONAL DEVELOPMEN 305056 284445 20611 469603 374225 95378 57118803 53071505 4047298 0 6830851 4772729 521071 15667894 9193802 1830987 73612 269763 781316 714633 44592147 14651290 31179606 29940857 21200467 22202827 96347525 102973628 166128250 178373318 6074921 6313424 7206 2992 102597651 110198098 108679778 116514514 X 57448472 61858804 57448472 61858804 166128250 178373318 4410332 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 914772 914772 34101461 8345261 25756200 3406387 1632006 1774381 4885162 3703779 1181383 1284365 970244 314121 29940857 SECURITY DEPOSITS 795300 CASH IN ESCROW 225000 RIGHT-OF-USE ASSETS 101953328 102973628 DUE TO CHARTER MANAGEMENT ORGANIZATION 1456389 DEFERRED LEASE LIABILITY 108741709 110198098 X 61529135 0 61529135 0 61529135 57118803 0 57118803 0 57118803 PART X, LINE 2: THE CHARTER SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME. THE CHARTER SCHOOL FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE CHARTER SCHOOL'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE CHARTER SCHOOL BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 INCLUDED IN ALL SOLICITATION MATERIALS SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES PER PUPIL FEES FROM THE NYC BOARD OF EDUCATION FOR PROVIDING CHARTER ELEMENTARY SCHOOL PROGRAM FOR KINDERGARTEN THROUGH 8TH GRADE. IN ADDITION, THE SCHOOL RECEIVES ADDITIONAL FEDERAL AND STATE GRANTS TO ASSIST IN THE STUDENT'S EDUCATION. X X X 0 0 0 0 0 0 0 1 0 ADIJE OKPO PRINCIPAL MIDDLE SCHOOL 220445 0 35000 0 0 0 11007 0 18522 0 284974 0 0 0 SHARLEEN MORRIS PRINCIPAL ELEMENTARY 184105 0 25000 0 0 0 12941 0 34494 0 256540 0 0 0 MARIA SARYAN PRINCIPAL ELEMENTARY 182570 0 25000 0 0 0 9786 0 34305 0 251661 0 0 0 ALEISHA RODRIGUEZ DIRECTOR OF STUDENT SERVIC 195765 0 20000 0 0 0 11328 0 21482 0 248575 0 0 0 DAWN DEAN MANGING DIRECTOR OF SCHOOL 174500 0 25000 0 0 0 10581 0 31756 0 241837 0 0 0 SAYI FIGUEROA SENIOR STUDENT SERVICES CO 197020 0 15000 0 0 0 4267 0 20742 0 237029 0 0 0 KEN A MARSH SCHOOL LEADER RESIDENT 176660 0 25000 0 0 0 3918 0 12039 0 217617 0 0 0 JOSHUA OCASIO PRINCIPAL 166006 0 25000 0 0 0 1246 0 20413 0 212665 0 0 0 JAMES KUSI-APPOUH MANAGING DIRECTOR - OPERAT 158060 0 20000 0 0 0 8500 0 11918 0 198478 0 0 0 KRISTINE RIVERA MANAGING DIRECTOR OF FAMILY AND COMM 146155 0 20000 0 0 0 8846 0 19526 0 194527 0 0 0 PART I, LINE 7 RETENTION STIPEND COMPENSATION WAS AWARDED, AT THE ORGANIZATION'S DISCRETION, TO SUPPORT EMPLOYEE CONTINUITY AND ORGANIZATIONAL STABILITY IN FURTHERANCE OF THE SCHOOL'S EDUCATIONAL AND OPERATIONAL OBJECTIVES DURING THE YEAR. X 182086 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE SCHOOL UTILIZES EXCELLENCE COMMUNITY SCHOOLS, INC. ("EXCELLENCE"), AN UNRELATED 501(C)(3) ORGANIZATION, TO PROVIDE MANAGEMENT AND OTHER ADMINISTRATIVE SUPPORT SERVICES TO THE SCHOOL. THE SCHOOL DELEGATED CERTAIN EDUCATION AND INSTRUCTION, BUSINESS OPERATIONS, AND HUMAN RESOURCES AND EMPLOYMENT DUTIES TO EXCELLENCE. INCLUDED IN THESE SERVICES, EMPLOYEES OF EXCELLENCE FILL THE POSITION OF UPPER MANAGEMENT INCLUDING CEO, CFO AND VARIOUS DIRECTORS OF EDUCATION AND INSTRUCTION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED WITH THE ASSISTANCE OF THE FINANCIAL CONSULTANT AND REVIEWED BY THE CFO. THE FINANCE COMMITTEE REVIEWS THE DRAFT 990 BEFORE IT IS FILED. THE ENTIRE FORM 990 IS EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. AFTER REVIEWING, BOARD MEMBERS AND KEY EMPLOYEES FILL OUT ANNUAL CONFLICT OF INTEREST CERTIFICATION FORMS IN WHICH THEY DISCLOSE ANY CONFLICTS OF INTEREST AND PROHIBITED EXCESS BENEFIT TRANSACTIONS. THE EXECUTIVE ASSISTANT TO THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ENSURING THAT ALL BOARD MEMBERS AND KEY EMPLOYEES COMPLETE THEIR FORMS AND FOR REVIEWING THE EXECUTED FORMS FOR ANY PROBLEMATIC CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES THE SALARY FOR THE EXECUTIVE DIRECTOR AND PRINCIPALS. THE COMPENSATION FOR THESE POSITIONS MUST TAKE INTO CONSIDERATION THE CANDIDATE OR EMPLOYEE'S YEARS OF EXPERIENCE AND HIS OR HER ABILITY TO MEET THE STANDARDS SET BY BCSE FOR THE POSITION. ONCE THE SALARY IS SET, SUBSEQUENT INCREASES GENERALLY FOLLOW INCREASES AFFORDED TO THE REST OF THE STAFF. ACKNOWLEDGEMENT OF EXTRAORDINARY PERFORMANCE ARE RECOGNIZED THROUGH BONUSES. THE BOARD USES CURRENT APPLICABLE NATIONAL AND REGIONAL COMPENSATION SURVEYS FOR HIGH PERFORMING CHARTER SCHOOLS AND NON-PROFITS. ADDITIONAL COMPARISONS ARE DERIVED BY LOOKING AT THE 990'S FOR NON PROFITS OF SIMILAR SIZE AND COMPLEXITY. THIS CROSS COMPARISON PROVIDES SOME BROADER PERSPECTIVE TO ACCOUNT FOR THE EMERGENCE IN CHARTER SCHOOLS OF MORE STABLE AND SEASONED SENIOR STAFF. THE COMPENSATION FOR OTHER MANAGEMENT POSITIONS WILL BE REVIEWED AND APPROVED BY THE EDUCATION COMMITTEE AS FOLLOWS: 1. THE EDUCATION COMMITTEE REVIEWS AND APPROVES THE ORGANIZATIONAL CHART OF BCSE ESTABLISHING LINES OF ACCOUNTABILITY. 2. THE EDUCATION COMMITTEE VERIFIES THE EVALUATION PROCESSES AND PERFORMANCE REVIEW PROCEDURES. 3. THE EXECUTIVE DIRECTOR REVIEWS COMPARATIVE SALARY INFORMATION PROVIDED BY NYC CHARTER CENTER OR OTHER COMPARABLE RESEARCH USING 990'S TO ENSURE THAT THE SALARY STRUCTURE OF THE BRONX CHARTER SCHOOL FOR EXCELLENCE CONTINUES TO ATTRACT AND MAINTAIN QUALITY EMPLOYEES. 4. THE FINANCE COMMITTEE AND BOARD OF TRUSTEES APPROVES COMPENSATION FOR THE "KEY EMPLOYEES/HIGHEST COMPENSATED INDIVIDUALS" BASED ON RECOMMENDATIONS MADE BY THE EXECUTIVE DIRECTOR AND PRINCIPAL. 5. CONTEMPORANEOUS SUBSTANTIATION AND RECORDKEEPING FOR DELIBERATION AND DECISION REGARDING THE COMPENSATION ARRANGEMENT WAS MADE. FORM 990, PART VI, SECTION C, LINE 19 BCSE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.