FRIENDS OF EXCEL ACADEMY INC
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Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text FRIENDS OF EXCEL ACADEMY INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/friends-of-excel-academy-inc-300211613. Retrieved 2026-11-11.
APA furp.org. (n.d.). FRIENDS OF EXCEL ACADEMY INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 11, 2026, from https://furp.org/org/friends-of-excel-academy-inc-300211613
MLA “FRIENDS OF EXCEL ACADEMY INC.” furp.org, tax years 2009–2024, https://furp.org/org/friends-of-excel-academy-inc-300211613. Accessed 11 Nov. 2026.
Retrieved 2026-11-11; covers tax years 2009–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $8.4M · expenses $8.9M · assets $47.2M
- Also known as
- SCHOOLS INC
- EIN
- 30-0211613
- Address
- 58 MOORE ST, EAST BOSTON, MA 02128-1548
- NTEE code
- B90 Educational Services and Schools - Other (Education) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- August 2004 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO RAISE FUNDS AND SUPPORT THE FUNCTIONS OF AND CARRY OUT THE PURPOSES OF EXCEL ACADEMY CHARTER SCHOOL AND EXCEL ACADEMY RHODE ISLAND; TO ENGAGE IN ACTIVITIES AND PERFORM FUNCTIONS THAT THE SCHOOLS WOULD OTHERWISE HAVE TO PERFORM; TO OWN, LEASE AND MAINTAIN THE SITES AT WHICH THE SCHOOLS ARE LOCATED AND TO OTHERWISE BENEFIT THE SCHOOLS THROUGH PROVISION OF FINANCIAL SUPPORT AND SERVICES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
11 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Owen Stearns | CHIEF EXECUTIVE OFFICER | 2022-2024 | $308,836 | $723,151 | 2 |
| Nina Keough | CHIEF SCHOOL OFFICER | 2022-2024 | $254,394 | $615,944 | 2 |
| Andrew Solomon | CHIEF FINANCIAL OFFICER | 2022-2024 | $201,679 | $492,639 | 2 |
| Stephanie Patton | DEPUTY CHIEF SCHOOLS OFFICER | 2023-2024 | $196,082 | $372,116 | 1 |
| Stevie Roberts | MANAGING DIRECTOR: OPERATIONS | 2023-2024 | $145,825 | $286,080 | 1 |
| Aaron Stelson | SENIOR DIRECTOR: FINANCE | 2023-2024 | $144,324 | $276,778 | 1 |
| Tsvetelina Tsankova | DIRECTOR OF ACCOUNTING | 2023-2024 | $139,798 | $273,132 | 1 |
| Darren Gray | MANAGING DIR. ACADEMIC LEADERSHIP | 2024 | $135,545 | $135,545 | 1 |
| Arthur Kaynor | DIRECTOR OF DEVELOPMENT & GOVERNANCE | 2024 | $125,940 | $125,940 | 1 |
| Sarah B Kantrowitz (former) | MANAGING DIRECTOR: STUDENT SUPPORT | 2023 | $178,653 | $178,653 | 1 |
| Kathryn Megrian (former) | MANAGING DIRECTOR OF ACADEMICS | 2023 | $115,249 | $115,249 | 1 |
Officers and directors, no compensation reported
19 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Seth Reynolds | CHAIR | 2014-2024 | 0 | $0 reported | 3 |
| Megan Preiner | TREASURER (UNTIL 9/17/24) | 2014-2024 | 0 | $0 reported | 3 |
| Donald Cass | TREASURER | 2022-2024 | 0 | $0 reported | 1 |
| Shirley Veronica Cardona | MEMBER | 2021-2024 | 0 | $0 reported | 1 |
| Christopher Satti | CLERK | 2022-2024 | 0 | $0 reported | 1 |
| Timonthy Weller | MEMBER | 2023-2024 | 0 | $0 reported | 1 |
| Tyree Chambers | MEMBER | 2024 | 0 | $0 reported | 1 |
| Peter Fisher (former) | CLERK (LEFT 6/22) | 2015-2021 | 0 | $0 reported | 2 |
| Dj Cass (former) | CLERK (AS OF 6/22) | 2021 | 0 | $0 reported | 1 |
| Mary Elisabeth Swerz (former) | CLERK (LEFT ON 9/22/2020) | 2009-2020 | 0 | $0 reported | 3 |
| Douglas Chope (former) | MEMBER | 2011-2020 | 0 | $0 reported | 2 |
| Tucker Levy (former) | MEMBER (LEFT ON 9/22/2020) | 2009-2020 | 0 | $0 reported | 1 |
| Mandy Lee Berman (former) | MEMBER (LEFT DURING FY 2019) | 2017-2018 | 0 | $0 reported | 1 |
| Kathryn Bueker (former) | TREASURER (BEFORE 12/20/16) | 2011-2016 | 0 | $0 reported | 3 |
| Christopher Delorey (former) | MEMBER | 2012-2014 | 0 | $0 reported | 1 |
| Brian Truesdale (former) | CLERK | 2009-2012 | 0 | $0 reported | 2 |
| Susan Passoni (former) | president | 2009 | 2 | $0 reported | 2 |
| Andrew Rodriguez (former) | TREASURER | 2009 | 0 | $0 reported | 1 |
| kate bueker (former) | MEMBER | 2009 | 0 | $0 reported | 1 |
People by year
2024 · 16 people listed · 9 paid, $1.7M · 32 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| OWEN STEARNS | CHIEF EXECUTIVE OFFICER | 40 | $303,012 | $0 | $5,824 | $308,836 | 2 |
| NINA KEOUGH | CHIEF SCHOOL OFFICER | 40 | $229,817 | $0 | $24,577 | $254,394 | 2 |
| ANDREW SOLOMON | CHIEF FINANCIAL OFFICER | 40 | $193,197 | $0 | $8,482 | $201,679 | 2 |
| STEPHANIE PATTON | DEPUTY CHIEF SCHOOLS OFFICER | 40 | $195,945 | $0 | $137 | $196,082 | 1 |
| STEVIE ROBERTS | MANAGING DIRECTOR: OPERATIONS | 40 | $143,768 | $0 | $2,057 | $145,825 | 1 |
| AARON STELSON | SENIOR DIRECTOR: FINANCE | 40 | $143,839 | $0 | $485 | $144,324 | 1 |
| TSVETELINA TSANKOVA | DIRECTOR OF ACCOUNTING | 40 | $115,272 | $0 | $24,526 | $139,798 | 1 |
| DARREN GRAY | MANAGING DIR. ACADEMIC LEADERSHIP | 40 | $133,730 | $0 | $1,815 | $135,545 | 1 |
| ARTHUR KAYNOR | DIRECTOR OF DEVELOPMENT & GOVERNANCE | 40 | $118,385 | $0 | $7,555 | $125,940 | 1 |
| SETH REYNOLDS | CHAIR | 0 | $0 | $0 | $0 | $0 | 3 |
| DONALD CASS | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER SATTI | CLERK | 0 | $0 | $0 | $0 | $0 | 1 |
| MEGAN PREINER | TREASURER (UNTIL 9/17/24) | 0 | $0 | $0 | $0 | $0 | 3 |
| TIMONTHY WELLER | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| TYREE CHAMBERS | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| SHIRLEY VERONICA CARDONA | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 15 people listed · 9 paid, $1.6M · 32 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| OWEN STEARNS | CHIEF EXECUTIVE OFFICER | 40 | $263,486 | $0 | $23,409 | $286,895 | 2 |
| NINA KEOUGH | CHIEF SCHOOL OFFICER | 40 | $220,842 | $0 | $23,493 | $244,335 | 2 |
| ANDREW SOLOMON | CHIEF FINANCIAL OFFICER | 40 | $201,015 | $0 | $8,108 | $209,123 | 2 |
| SARAH B KANTROWITZ | MANAGING DIRECTOR: STUDENT SUPPORT | 40 | $155,160 | $0 | $23,493 | $178,653 | 1 |
| STEPHANIE PATTON | DEPUTY CHIEF SCHOOLS OFFICER | 40 | $175,847 | $0 | $187 | $176,034 | 1 |
| STEVIE ROBERTS | MANAGING DIRECTOR: OPERATIONS | 40 | $139,835 | $0 | $420 | $140,255 | 1 |
| TSVETELINA TSANKOVA | DIRECTOR OF ACCOUNTING | 40 | $121,376 | $0 | $11,958 | $133,334 | 1 |
| AARON STELSON | SENIOR DIRECTOR: FINANCE | 40 | $131,969 | $0 | $485 | $132,454 | 1 |
| KATHRYN MEGRIAN | MANAGING DIRECTOR OF ACADEMICS | 40 | $102,672 | $0 | $12,577 | $115,249 | 1 |
| SETH REYNOLDS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| MEGAN PREINER | TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| DONALD CASS | CLERK | 0 | $0 | $0 | $0 | $0 | 1 |
| SHIRLEY VERONICA CARDONA | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER SATTI | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| TIMONTHY WELLER | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 8 people listed · 3 paid, $326K · 30 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| OWEN STEARNS | CHIEF EXECUTIVE OFFICER | 40 | $115,960 | $0 | $11,460 | $127,420 | 2 |
| NINA KEOUGH | CHIEF SCHOOL OFFICER | 40 | $105,704 | $0 | $11,511 | $117,215 | 2 |
| ANDREW SOLOMON | CHIEF FINANCIAL OFFICER | 40 | $77,967 | $0 | $3,870 | $81,837 | 2 |
| SETH REYNOLDS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| MEGAN PREINER | TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| DONALD CASS | CLERK | 0 | $0 | $0 | $0 | $0 | 1 |
| SHIRLEY VERONICA CARDONA | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER SATTI | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 5 people listed · none paid · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SETH REYNOLDS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| MEGAN PREINER | TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| PETER FISHER | CLERK (LEFT 6/22) | 0 | $0 | $0 | $0 | $0 | 2 |
| DJ CASS | CLERK (AS OF 6/22) | 0 | $0 | $0 | $0 | $0 | 1 |
| SHIRLEY VERONICA CARDONA | MEMBER (AS OF 6/22) | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SETH REYNOLDS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| MEGAN PREINER | TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| MARY ELISABETH SWERZ | CLERK (LEFT ON 9/22/2020) | 0 | $0 | $0 | $0 | $0 | 3 |
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| TUCKER LEVY | MEMBER (LEFT ON 9/22/2020) | 0 | $0 | $0 | $0 | $0 | 1 |
| PETER FISHER | MEMBER/ CLERK (AS OF 9/22/2020) | 0 | $0 | $0 | $0 | $0 | 2 |
2019 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SETH REYNOLDS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| MEGAN PREINER | TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| MARY ELISABETH SWERZ | CLERK | 0 | $0 | $0 | $0 | $0 | 3 |
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| TUCKER LEVY | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| PETER FISHER | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
2018 · 7 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SETH REYNOLDS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| MEGAN PREINER | TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| MARY ELISABETH SWERZ | CLERK | 0 | $0 | $0 | $0 | $0 | 3 |
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| TUCKER LEVY | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| PETER FISHER | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| MANDY LEE BERMAN | MEMBER (LEFT DURING FY 2019) | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 7 people listed · none paid · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SETH REYNOLDS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| MEGAN PREINER | TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| MARY ELISABETH SWERZ | CLERK | 0 | $0 | $0 | $0 | $0 | 3 |
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| TUCKER LEVY | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| MANDY LEE BERMAN | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| PETER FISHER | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
2016 · 7 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| KATHRYN BUEKER | TREASURER (BEFORE 12/20/16) | 0 | $0 | $0 | $0 | $0 | 3 |
| TUCKER LEVY | CLERK (BEFORE 12/20/16)+ MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY ELISABETH SWERZ | PRESIDENT (BEFORE 12/20/16) + CLERK | 0 | $0 | $0 | $0 | $0 | 3 |
| MEGAN PREINER | MEMBER (BEFORE 12/20/16)+ TREASURER + | 0 | $0 | $0 | $0 | $0 | 3 |
| SETH REYNOLDS | MEMBER (BEFORE 12/20/16)+ PRESIDENT + | 0 | $0 | $0 | $0 | $0 | 3 |
| PETER FISHER | MEMBER (AS OF 12/20/16) | 0 | $0 | $0 | $0 | $0 | 2 |
2015 · 7 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| KATHRYN BUEKER | TREASURER (BEFORE 12/20/16) | 0 | $0 | $0 | $0 | $0 | 3 |
| TUCKER LEVY | CLERK (BEFORE 12/20/16) + MEMBER (NOW) | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY ELISABETH SWERZ | PRESIDENT (BEFORE 12/20/16) + CLERK (NOW) | 0 | $0 | $0 | $0 | $0 | 3 |
| MEGAN PREINER | MEMBER (BEFORE 12/20/16) + TREASURER (NOW) | 0 | $0 | $0 | $0 | $0 | 3 |
| SETH REYNOLDS | MEMBER (BEFORE 12/20/16) + PRESIDENT (NOW) | 0 | $0 | $0 | $0 | $0 | 3 |
| PETER FISHER | MEMBER (AS OF 12/20/16) | 0 | $0 | $0 | $0 | $0 | 2 |
2014 · 7 people listed · none paid · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| KATHRYN BUEKER | CLERK | 0 | $0 | $0 | $0 | $0 | 3 |
| TUCKER LEVY | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY ELISABETH SWERZ | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| CHRISTOPHER DELOREY | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| MEGAN PREINER | MEMBER | 0 | $0 | $0 | $0 | $0 | 3 |
| SETH REYNOLDS | MEMBER | 0 | $0 | $0 | $0 | $0 | 3 |
2013 · 5 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| KATHRYN BUEKER | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| TUCKER LEVY | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY ELISABETH SWERZ | PRESIDENT AND TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| CHRISTOPHER DELOREY | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| KATHRYN BUEKER | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| TUCKER LEVY | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY ELISABETH SWERZ | PRESIDENT AND TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| BRIAN TRUESDALE | CLERK | 0 | $0 | $0 | $0 | $0 | 2 |
| CHRISTOPHER DELOREY | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
2011 · 5 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DOUGLAS CHOPE | MEMBER | 0 | $0 | $0 | $0 | $0 | 2 |
| KATHRYN BUEKER | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 3 |
| TUCKER LEVY | MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY ELISABETH SWERZ | PRESIDENT AND TREASURER | 0 | $0 | $0 | $0 | $0 | 3 |
| BRIAN TRUESDALE | CLERK | 0 | $0 | $0 | $0 | $0 | 2 |
2009 · 6 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN PASSONI | president | 2 | $0 | - | $0 | $0 | 2 |
| BRIAN TRUESDALE | clerk | 0 | $0 | - | $0 | $0 | 2 |
| Andrew Rodriguez | TREASURER | 0 | $0 | - | $0 | $0 | 1 |
| Mary Elisabeth Swerz | MEMBER | 0 | $0 | - | $0 | $0 | 3 |
| kate bueker | MEMBER | 0 | $0 | - | $0 | $0 | 1 |
| tucker levy | memBER | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 3 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| MOBILE MODULAR MANAGEMENT CORP | SAN FRANCISCO, CA | MODULAR MANAGEMENT | $931,180 |
| CASE CONSTRUCTION COMPANY | EAST PROVIDENCE, MA | CONSTRUCTION SERVICES | $398,322 |
| AAFCPAS INC | WESTBOROUGH, MA | ACCOUNTING SERVICES | $120,513 |
2023 · 4 contractors · $556K
| Name | Location | Service | Paid |
|---|---|---|---|
| ARROWSTREET INC | BOSTON, MA | ARCHITECTURE SERVICES | $178,192 |
| CASE CONSTRUCTION COMPANY | EAST PROVIDENCE, MA | CONSTRUCTION SERVICES | $138,012 |
| AAFCPAS INC | WESTBOROUGH, MA | ACCOUNTING SERVICES | $135,913 |
| KAYNOR CONSULTING LLC | BOSTON, MA | CONSULTING SERVICES | $104,230 |
2022 · 1 contractor · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CASE CONSTRUCTION COMPANY | EAST PROVIDENCE, MA | CONSTRUCTION SERVICES | $1,158,218 |
2021 · 1 contractor · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| WT RICH COMPANY | NEWTON, MA | CONSTRUCTION SERVICES | $1,180,325 |
2020 · 3 contractors · $8.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| WT RICH COMPANY | NEWTON, MA | CONSTRUCTION SERVICES | $8,315,268 |
| STUDIO G ARCHITECTS | JAMAICA PLAIN, MA | DESIGN SERVICES | $209,077 |
| STVDPM | NEWTON, MA | PROJECT MANAGEMENT | $118,603 |
2019 · 2 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| WT RICH COMPANY | NEWTON, MA | CONSTRUCTION SERVICES | $687,035 |
| STUDIO G ARCHITECTS | JAMAICA PLAIN, MA | DESIGN SERVICES | $542,445 |
2015 · 1 contractor · $203K
| Name | Location | Service | Paid |
|---|---|---|---|
| EXCEL ACADEMY CHARTER SCHOOL | EAST BOSTON, MA | MANAGEMENT FEES | $202,845 |
2014 · 2 contractors · $450K
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC CHARTER SCHOOL DEVELOPMENT | LOS ANGELES, CA | SCHOOL DEVELOPMENT CONSULTING | $252,671 |
| EXCEL ACADEMY CHARTER SCHOOL | EAST BOSTON, MA | MANAGEMENT FEES | $197,241 |
2013 · 1 contractor · $158K
| Name | Location | Service | Paid |
|---|---|---|---|
| EXCEL ACADEMY CHARTER SCHOOL | MANAGEMENT FEES | $158,248 |
2012 · 1 contractor · $213K
| Name | Location | Service | Paid |
|---|---|---|---|
| EXCEL ACADEMY CHARTER SCHOOL | EAST BOSTON, MA | MANAGEMENT FEES | $213,152 |
2011 · 2 contractors · $267K
| Name | Location | Service | Paid |
|---|---|---|---|
| EXCEL ACADEMY CHARTER SCHOOL | EAST BOSTON, MA | MANAGEMENT FEES | $135,728 |
| NFASTRUCTURE | CLIFTON PARK, NY | IT INFASTRUCTURE | $131,366 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 2 grants to organizations · $1.5M
2023 · 2 grants to organizations · $1.6M
2022 · 3 grants to organizations · $1.8M
2021 · 1 grant to organizations · $201K
Listed grants add up to $201,263; the return's “grants paid” expense line says $384,875. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 1 grant to organizations · $346K
Listed grants add up to $346,200; the return's “grants paid” expense line says $750,128. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 1 grant to organizations · $267K
Listed grants add up to $267,170; the return's “grants paid” expense line says $304,426. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 2 grants to organizations · $319K
2017 · 2 grants to organizations · $1.4M
2016 · 2 grants to organizations · $1.1M
2015 · 1 grant to organizations · $1.4M
2014 · 2 grants to organizations · $4.4M
Listed grants add up to $4,370,943; the return's “grants paid” expense line says $4,440,259. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 1 grant to organizations · $150K
Listed grants add up to $150,000; the return's “grants paid” expense line says $153,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 1 grant to organizations · $280K
2011 · 2 grants to organizations · $667K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $8,413,246 | $8,890,742 | $47,237,273 | $20,322,088 | $966,303 | $6,844,907 | $976,494 | 32 | 6 |
| 2023 · Form 990 | ||||||||
| $8,130,290 | $8,135,886 | $48,903,477 | $21,162,819 | $931,581 | $6,526,434 | $989,766 | 32 | 6 |
| 2022 · Form 990 | ||||||||
| $14,334,849 | $8,898,874 | $49,738,891 | $21,343,712 | $8,212,165 | $5,769,485 | $724,417 | 30 | 5 |
| 2021 · Form 990 | ||||||||
| $7,984,303 | $4,300,996 | $82,712,473 | $20,303,265 | $5,354,597 | $2,450,315 | $0 | 0 | 5 |
| 2020 · Form 990 | ||||||||
| $4,642,769 | $3,620,592 | $81,174,432 | $16,719,958 | $1,747,774 | $2,491,583 | $0 | 0 | 6 |
| 2019 · Form 990 | ||||||||
| $1,698,014 | $1,632,724 | $45,775,555 | $16,601,320 | $957,448 | $0 | $0 | 0 | 6 |
| 2018 · Form 990 | ||||||||
| $4,298,743 | $908,142 | $17,625,052 | $13,110,320 | $3,991,374 | $0 | $0 | 0 | 6 |
| 2017 · Form 990 | ||||||||
| $1,874,231 | $1,841,584 | $12,200,812 | $7,427,266 | $1,618,631 | $0 | $0 | 0 | 7 |
| 2016 · Form 990 | ||||||||
| $2,205,107 | $1,576,922 | $12,366,794 | $7,355,619 | $1,878,863 | $0 | $0 | 0 | 6 |
| 2015 · Form 990 | ||||||||
| $1,974,779 | $1,844,946 | $11,810,982 | $6,725,434 | $1,742,479 | $0 | $0 | 0 | 6 |
| 2014 · Form 990 | ||||||||
| $6,416,422 | $4,897,623 | $11,903,084 | $7,056,601 | $6,148,053 | $0 | $0 | 0 | 7 |
| 2013 · Form 990 | ||||||||
| $3,309,643 | $566,102 | $10,670,705 | $5,537,802 | $3,002,117 | $0 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $1,855,188 | $758,692 | $8,824,526 | $3,002,186 | $1,511,775 | $0 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $1,767,162 | $1,066,213 | $7,689,858 | $1,905,690 | $1,492,690 | $0 | $0 | 0 | 0 |
| 2009 · Form 990EZ | ||||||||
| $325,231 | $121,866 | $934,616 | $663,346 | $333,048 | - | - | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- EXCEL ACADEMY RHODE ISLAND N Providence, RI · 3 people in common (Andrew Solomon, Nina Keough, Owen Stearns)
- EXCEL ACADEMY EAST BOSTON REALTY East Boston, MA · 2 people in common (Megan Preiner, Seth Reynolds)
- EXCEL ACADEMY BREMEN STREET REALTY East Boston, MA · 2 people in common (Megan Preiner, Seth Reynolds)
Funders of this organization
31 grantors reported grants to this organization, $18,594,997 in all, tax years 2009 to 2024; the 25 largest shown (all 31). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| NATIONAL PHILANTHROPIC TR | $6,000,000 | 1 | $6,000,000 | 2022 | 2022 | DAF sponsor | Exact | show |
| CITY FUND | $2,914,980 | 2 | $2,400,000 | 2021 | 2020-2021 | Public charity | Exact | show |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | $2,358,240 | 13 | $20,000 | 2024 | 2011-2013, 2015-2024 | DAF sponsor | Exact | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | $1,936,750 | 9 | $136,800 | 2024 | 2016-2024 | DAF sponsor | Exact | show |
| BOSTON FOUNDATION INC | $1,202,500 | 21 | $73,500 | 2024 | 2009, 2014-2024 | DAF sponsor | Exact | show |
| WELLINGTON MANAGEMENT FOUNDATION | $886,500 | 10 | $60,000 | 2023 | 2014-2023 | Public charity | Exact | show |
| FIDELITY FOUNDATION | $750,000 | 2 | $350,000 | 2023 | 2022-2023 | Private foundation | Fuzzy filed as “FRIENDS OF EXCEL ACADEMY INC” | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | $470,000 | 4 | $162,500 | 2024 | 2020-2021, 2023-2024 | DAF sponsor | Exact | show |
| BOSTON SCHOOLS FUND INC | $366,000 | 2 | $129,200 | 2017 | 2015, 2017 | Public charity | Exact | show |
| NEW SCHOOLS FUND | $356,500 | 4 | $68,000 | 2017 | 2013, 2015-2017 | Public charity | Exact | show |
| CHARTER FUND INC | $273,000 | 2 | $213,000 | 2024 | 2022, 2024 | DAF sponsor | Exact | show |
| FIDELITY NON-PROFIT MANAGEMENT FOUNDATION | $250,000 | 1 | $250,000 | 2020 | 2020 | Public charity | Exact | show |
| ONE8 FOUNDATION | $225,000 | 4 | $50,000 | 2023 | 2020-2023 | Private foundation | Fuzzy filed as “Friends of Excel Academy”, “FRIENDS OF EXCEL ACADEMY INC” | show |
| DONOR ADVISED CHARITABLE GIVING | $172,950 | 6 | $6,500 | 2024 | 2017, 2019-2022, 2024 | DAF sponsor | Exact | show |
| CUMMINGS FOUNDATION GRANTS INC | $140,000 | 4 | $35,000 | 2024 | 2019, 2022-2024 | Private foundation | Fuzzy filed as “FRIENDS OF EXCEL ACADEMY”, “FRIENDS OF EXCEL ACADEMY INC” | show |
| AMERICAN ONLINE GIVING FOUNDATION INC | $60,294 | 6 | $7,895 | 2024 | 2019-2024 | DAF sponsor | Exact | show |
| CABOT FAMILY CHARITABLE TR | $50,000 | 1 | $50,000 | 2019 | 2019 | Private foundation | Fuzzy filed as “FRIENDS OF EXCEL ACADEMY INC” | show |
| THE US CHARITABLE GIFT TRUST | $50,000 | 2 | $25,000 | 2014 | 2013-2014 | DAF sponsor | Exact | show |
| STRATEGIC GRANT PARTNERS INC | $30,000 | 1 | $30,000 | 2019 | 2019 | Private foundation | Fuzzy filed as “FRIENDS OF EXCEL ACADEMY INC” | show |
| BARR FOUNDATION | $25,000 | 1 | $25,000 | 2021 | 2021 | Private foundation | Fuzzy filed as “(263) FRIENDS OF EXCEL ACADEMY INC” | show |
| PAYPAL CHARITABLE GIVING FUND | $21,304 | 3 | $6,457 | 2023 | 2021-2023 | DAF sponsor | Exact | show |
| UNIVERSITY CLUB SCHOLARSHIP FUND INC | $15,000 | 1 | $15,000 | 2024 | 2024 | Public charity | Exact | show |
| AMERICAN ENDOWMENT FOUNDATION | $15,000 | 2 | $5,000 | 2020 | 2017, 2020 | DAF sponsor | Exact | show |
| SILICON VALLEY COMMUNITY FOUNDATION | $10,000 | 1 | $10,000 | 2023 | 2023 | DAF sponsor | Exact | show |
| GOOD SPORTS INC | $5,939 | 1 | $5,939 | 2017 | 2017 | Public charity | Exact | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| EMPOWER SCHOOLS INC | MA | B90 | $5,541,200 | $5,399,202 | CEO AND PARTNER | $216,881 | Same NTEE code B90, revenue within 2x, same state |
| FRENCH RIVER EDUCATION CENTER INC | MA | B90 | $4,709,228 | $5,009,646 | EXECUTIVE DIRECTOR | $201,332 | Same NTEE code B90, revenue within 2x, same state |
| ENTREPRENEURIAL VENTURES IN EDUCATION | MA | B90 | $11,007,254 | $17,393,133 | CHIEF FINANCIAL OFFICER | $294,148 | Same NTEE code B90, revenue within 2x, same state |
| ICIVICS INC | MA | B90 | $13,945,080 | $14,600,689 | PRESIDENT AND CEO | $365,746 | Same NTEE code B90, revenue within 2x, same state |
| CITIZEN56 INC | MA | B90 | $12,782,648 | $759,331 | PRESIDENT | $0 | Same NTEE code B90, revenue within 2x, same state |
| EDUCATION RESOURCE STRATEGIES INC | MA | B90 | $15,462,618 | $15,097,837 | PRESIDENT/MANAGING PARTNER | $313,579 | Same NTEE code B90, revenue within 2x, same state |
| PROGRAM ON INTERNATIONAL FINANCIAL SYSTEMS INC | MA | B90 | $5,310,399 | $3,988,293 | PRESIDENT/DIRECTOR | $690,000 | Same NTEE code B90, revenue within 2x, same state |
| RIZE MASSACHUSETTS FOUNDATION INC | MA | B90 | $6,162,957 | $6,283,459 | PRESIDENT AND CEO | $396,649 | Same NTEE code B90, revenue within 2x, same state |
| 826 BOSTON INC | MA | B90 | $7,186,429 | $3,364,826 | EXECUTIVE DIRECTOR | $160,243 | Same NTEE code B90, revenue within 2x, same state |
| ONLINE LEARNING CONSORTIUM INC | MA | B90 | $5,951,961 | $5,686,433 | Chief Executive Officer | $306,805 | Same NTEE code B90, revenue within 2x, same state |
| ROCKET LEARNING FOUNDATION | MA | B90 | $8,585,153 | $5,494,586 | Director | $0 | Same NTEE code B90, revenue within 2x, same state |
| GENERATION TEACH INC | MA | B90 | $5,486,229 | $5,328,509 | CEO | $211,899 | Same NTEE code B90, revenue within 2x, same state |
| THE CONVERSATION US INC | MA | B90 | $11,163,394 | $11,512,139 | CHIEF INNOVATION OFFICER | $314,597 | Same NTEE code B90, revenue within 2x, same state |
| FRIENDS OF INWOOD ACADEMY FOR LEADERSHIP CHARTER SCHOOL INC | NY | B90 | $6,969,565 | $5,498,267 | SECRETARY | $0 | Same NTEE code B90, revenue within 2x, similar mission |
| ETOILE ACADEMY INC | TX | B90 | $15,994,151 | $15,364,830 | SUPERINTENDE | $239,424 | Same NTEE code B90, revenue within 2x |
| BLOOM ACADEMY INC | TX | B90 | $5,061,653 | $5,899,270 | HEAD OF SCHO | $141,886 | Same NTEE code B90, revenue within 2x |
| PROMESA ACADEMY INC | TX | B90 | $5,224,672 | $6,644,074 | CEO | $133,889 | Same NTEE code B90, revenue within 2x |
| NORTH STAR ACADEMY FOUNDATION INC | NY | B90 | $13,545,663 | $14,341,880 | DIRECTOR/CO-CEO | $738,075 | Same NTEE code B90, revenue within 2x |
| FRIENDS OF THE ASHBROOK CENTER | OH | B90 | $4,441,034 | $1,817,126 | SECRETARY | $225,558 | Same NTEE code B90, revenue within 2x |
| SMITH MOUNTAIN LAKE CHRISTIAN ACADEMY INC | VA | B90 | $4,257,262 | $4,278,586 | Administrator | $84,317 | Same NTEE code B90, revenue within 2x |
| GRAND PEAK ACADEMY | CO | B90 | $8,401,613 | $8,017,231 | Board Member | $0 | Same NTEE code B90, revenue within 2x |
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | IL | B90 | $9,688,015 | $9,995,634 | FORMER EXECUTIVE DIRECTOR | $269,680 | Same NTEE code B90, revenue within 2x |
| NORTH VALLEY CHRISTIAN ACADEMY | AZ | B90 | $10,816,061 | $11,214,794 | HEAD OF SCHOOL | $99,205 | Same NTEE code B90, revenue within 2x |
| EVOLUTION ACADEMY | TX | B90 | $7,124,317 | $7,252,078 | CEO / Director | $194,852 | Same NTEE code B90, revenue within 2x |
| FOCUS LEARNING ACADEMY OF SOUTHWESTERN COLUMBUS | OH | B90 | $7,102,322 | $6,941,164 | Board Member | $2,624 | Same NTEE code B90, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $8,890,742 spent · pay $4,023,587 · grants $1,511,255 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,520,917 | $1,618,938 | $846,426 | $55,553 | 28.4% | |
| Grants to US organizations and governments | $1,504,205 | $1,504,205 | - | - | 16.9% | |
| Pay: officers, directors, trustees, key employees | $976,494 | $575,939 | $244,290 | $156,265 | 11.0% | |
| Interest | $968,434 | $968,434 | - | - | 10.9% | |
| Fees: other services | $475,578 | $101,797 | $373,781 | - | 5.3% | |
| Depreciation and depletion | $316,187 | $316,187 | - | - | 3.6% | |
| Payroll taxes | $293,790 | $180,283 | $95,000 | $18,507 | 3.3% | |
| Other employee benefits | $232,386 | $135,299 | $82,701 | $14,386 | 2.6% | |
| Advertising and promotion | $221,277 | $172,440 | $48,837 | - | 2.5% | |
| Occupancy | $216,242 | $106,749 | $109,493 | - | 2.4% | |
| Fees: accounting | $202,486 | - | $202,486 | - | 2.3% | |
| Other (as described) | STUDENT COSTS | $185,950 | $184,223 | $1,727 | - | 2.1% |
| Insurance | $144,607 | - | $144,607 | - | 1.6% | |
| Other (as described) | STAFF RECRUITMENT | $134,817 | $123,927 | $10,890 | - | 1.5% |
| Fees: lobbying | $117,000 | $117,000 | - | - | 1.3% | |
| Fees: legal | $108,418 | - | $108,418 | - | 1.2% | |
| Other (as described) | STAFF DEVELOPMENT | $85,985 | $76,742 | $7,736 | $1,507 | 1.0% |
| Information technology | $66,767 | $9,691 | $56,601 | $475 | 0.8% | |
| Other (as described) | MISCELLANEOUS | $50,105 | $4,823 | $40,486 | $4,796 | 0.6% |
| Office expenses | $36,306 | $25,938 | $10,368 | - | 0.4% | |
| Travel | $25,741 | $16,006 | $8,157 | $1,578 | 0.3% | |
| Grants to US individuals | $7,050 | $7,050 | - | - | 0.1% | |
| Total | $8,890,742 | 100% |
2023 · Form 990 · $8,135,886 spent · pay $3,682,237 · grants $1,588,535 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,272,830 | $1,416,513 | $828,318 | $27,999 | 27.9% | |
| Grants to US organizations and governments | $1,581,135 | $1,581,135 | - | - | 19.4% | |
| Interest | $1,000,337 | $1,000,337 | - | - | 12.3% | |
| Pay: officers, directors, trustees, key employees | $989,766 | $558,717 | $299,171 | $131,878 | 12.2% | |
| Fees: other services | $578,705 | $336,088 | $242,617 | - | 7.1% | |
| Other employee benefits | $213,599 | $127,147 | $79,827 | $6,625 | 2.6% | |
| Fees: accounting | $211,627 | - | $211,627 | - | 2.6% | |
| Advertising and promotion | $207,594 | $189,356 | $18,238 | - | 2.6% | |
| Payroll taxes | $206,042 | $121,864 | $73,812 | $10,366 | 2.5% | |
| Depreciation and depletion | $161,427 | $161,427 | - | - | 2.0% | |
| Insurance | $113,393 | - | $113,393 | - | 1.4% | |
| Other (as described) | STAFF RECRUITMENT | $113,083 | $104,318 | $8,765 | - | 1.4% |
| Other (as described) | STUDENT COSTS | $86,610 | $86,424 | $186 | - | 1.1% |
| Fees: legal | $84,856 | - | $84,856 | - | 1.0% | |
| Other (as described) | STAFF DEVELOPMENT | $67,988 | $60,014 | $6,992 | $982 | 0.8% |
| Fees: lobbying | $58,500 | $58,500 | - | - | 0.7% | |
| Information technology | $56,052 | $7,619 | $48,163 | $270 | 0.7% | |
| Occupancy | $37,639 | - | $37,639 | - | 0.5% | |
| Office expenses | $33,848 | $22,937 | $10,911 | - | 0.4% | |
| Other (as described) | MISCELLANEOUS | $27,271 | $3,068 | $21,789 | $2,414 | 0.3% |
| Travel | $26,184 | $15,208 | $8,693 | $2,283 | 0.3% | |
| Grants to US individuals | $7,400 | $7,400 | - | - | 0.1% | |
| Total | $8,135,886 | 100% |
2022 · Form 990 · $8,898,874 spent · pay $3,854,718 · grants $1,795,990 · events $138,039
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,636,409 | $2,255,443 | $243,305 | $137,661 | 29.6% | |
| Grants to US organizations and governments | $1,788,590 | $1,788,590 | - | - | 20.1% | |
| Interest | $1,033,183 | $1,033,183 | - | - | 11.6% | |
| Fees: other services | $994,968 | $354,402 | $640,566 | - | 11.2% | |
| Pay: officers, directors, trustees, key employees | $724,417 | $349,952 | $227,896 | $146,569 | 8.1% | |
| Other employee benefits | $259,451 | $200,652 | $38,282 | $20,517 | 2.9% | |
| Payroll taxes | $234,441 | $182,788 | $32,344 | $19,309 | 2.6% | |
| Advertising and promotion | $185,813 | $118,755 | $67,058 | - | 2.1% | |
| Other (as described) | STAFF RECRUITMENT | $165,151 | $150,287 | $14,864 | - | 1.9% |
| Depreciation and depletion | $161,427 | $161,427 | - | - | 1.8% | |
| Fees: accounting | $114,579 | - | $114,579 | - | 1.3% | |
| Insurance | $97,626 | - | $97,626 | - | 1.1% | |
| Other (as described) | STUDENT COSTS | $94,897 | $91,989 | $2,908 | - | 1.1% |
| Other (as described) | STAFF DEVELOPMENT | $92,652 | $86,378 | $3,912 | $2,362 | 1.0% |
| Fees: lobbying | $81,000 | $81,000 | - | - | 0.9% | |
| Information technology | $72,047 | $27,682 | $43,465 | $900 | 0.8% | |
| Travel | $52,758 | $39,578 | $8,227 | $4,953 | 0.6% | |
| Other (as described) | MISCELLANEOUS | $43,272 | $17,082 | $22,863 | $3,327 | 0.5% |
| Occupancy | $35,161 | - | $35,161 | - | 0.4% | |
| Office expenses | $22,632 | $17,783 | $4,849 | - | 0.3% | |
| Grants to US individuals | $7,400 | $7,400 | - | - | 0.1% | |
| All other expenses | $1,000 | - | - | $1,000 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $14,856 | $138,039 | reported apart | |||
| Total | $8,898,874 | 100% |
2021 · Form 990 · $4,300,996 spent · pay $0 · grants $384,875 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Depreciation and depletion | $1,175,112 | $1,175,112 | - | - | 27.3% | |
| Fees: other services | $1,078,083 | $1,067,577 | $10,506 | - | 25.1% | |
| Occupancy | $1,073,808 | $1,073,808 | - | - | 25.0% | |
| Other (as described) | MISCELLANEOUS | $378,190 | $335,108 | $13,219 | $29,863 | 8.8% |
| Grants to US organizations and governments | $201,263 | $201,263 | - | - | 4.7% | |
| Grants to US individuals | $183,612 | $183,612 | - | - | 4.3% | |
| Fees: legal | $79,541 | $49,232 | $30,309 | - | 1.8% | |
| Fees: lobbying | $58,500 | $58,500 | - | - | 1.4% | |
| Other (as described) | STAFF CULTURE EXPENSE | $43,024 | $43,024 | - | - | 1.0% |
| Fees: accounting | $25,881 | - | $25,881 | - | 0.6% | |
| Other (as described) | FEES | $3,982 | - | $3,982 | - | 0.1% |
| Total | $4,300,996 | 100% |
2020 · Form 990 · $3,620,592 spent · pay $0 · grants $750,128 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Occupancy | $1,060,695 | $1,060,695 | - | - | 29.3% | |
| Depreciation and depletion | $1,054,318 | $1,054,318 | - | - | 29.1% | |
| Fees: other services | $553,947 | $353,947 | $200,000 | - | 15.3% | |
| Grants to US individuals | $403,928 | $403,928 | - | - | 11.2% | |
| Grants to US organizations and governments | $346,200 | $346,200 | - | - | 9.6% | |
| Fees: lobbying | $62,580 | $62,580 | - | - | 1.7% | |
| Other (as described) | MISCELLANEOUS | $50,768 | $34,347 | $796 | $15,625 | 1.4% |
| Fees: legal | $47,023 | $26,290 | $20,733 | - | 1.3% | |
| Fees: accounting | $22,624 | - | $22,624 | - | 0.6% | |
| Other (as described) | STAFF CULTURE EXPENSE | $9,180 | $9,180 | - | - | 0.3% |
| Other (as described) | BANK CHARGES | $4,978 | - | $4,978 | - | 0.1% |
| Other (as described) | FEES | $4,351 | - | $4,351 | - | 0.1% |
| Total | $3,620,592 | 100% |
2019 · Form 990 · $1,632,724 spent · pay $0 · grants $304,426 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Occupancy | $669,205 | $669,205 | - | - | 41.0% | |
| Fees: other services | $361,378 | $161,378 | $200,000 | - | 22.1% | |
| Grants to US organizations and governments | $267,170 | $267,170 | - | - | 16.4% | |
| Other (as described) | FINANCING FEES | $224,193 | - | $224,193 | - | 13.7% |
| Grants to US individuals | $37,256 | $37,256 | - | - | 2.3% | |
| Other (as described) | STAFF CULTURE EXPENSE | $28,362 | $28,362 | - | - | 1.7% |
| Fees: accounting | $22,791 | - | $22,791 | - | 1.4% | |
| Other (as described) | MISCELLANEOUS | $10,853 | - | $1,518 | $9,335 | 0.7% |
| Other (as described) | FEES | $4,596 | - | $4,596 | - | 0.3% |
| All other expenses | $3,500 | - | - | $3,500 | 0.2% | |
| Fees: legal | $3,420 | - | $3,420 | - | 0.2% | |
| Total | $1,632,724 | 100% |
2018 · Form 990 · $908,142 spent · pay $0 · grants $321,632 · events $139,693
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $318,632 | $318,632 | - | - | 35.1% | |
| Occupancy | $237,137 | $237,137 | - | - | 26.1% | |
| Fees: other services | $206,231 | - | $206,231 | - | 22.7% | |
| Fees: legal | $42,932 | - | $42,932 | - | 4.7% | |
| Other (as described) | STAFF CULTURE EXPENSE | $33,492 | $33,492 | - | - | 3.7% |
| All other expenses | $15,822 | - | $15,822 | - | 1.7% | |
| Other (as described) | FINANCING FEES | $14,648 | - | $14,648 | - | 1.6% |
| Other (as described) | MISCELLANEOUS | $14,085 | - | $14,085 | - | 1.6% |
| Fees: accounting | $11,963 | - | $11,963 | - | 1.3% | |
| Other (as described) | BAD DEBT | $10,200 | - | - | $10,200 | 1.1% |
| Grants to US individuals | $3,000 | $3,000 | - | - | 0.3% | |
| Fundraising events Event | direct expenses; gross income $13,658 | $139,693 | reported apart | |||
| Total | $908,142 | 100% |
2017 · Form 990 · $1,841,584 spent · pay $0 · grants $1,355,999 · events $140,777
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,352,999 | $1,352,999 | - | - | 73.5% | |
| Interest | $213,915 | $213,915 | - | - | 11.6% | |
| Fees: other services | $200,000 | - | $200,000 | - | 10.9% | |
| Other (as described) Event | COMMUNITY EVENTS AND OT | $33,377 | $33,377 | - | - | 1.8% |
| Other (as described) | STAFF CULTURE EXPENSE | $26,460 | $26,460 | - | - | 1.4% |
| Other (as described) | BANK CHARGES | $5,047 | - | $5,047 | - | 0.3% |
| Other (as described) | FEES | $4,408 | - | $4,408 | - | 0.2% |
| Grants to US individuals | $3,000 | $3,000 | - | - | 0.2% | |
| Fees: accounting | $2,378 | - | $2,378 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $10,620 | $107,400 | reported apart | |||
| Total | $1,841,584 | 100% |
2016 · Form 990 · $1,576,922 spent · pay $0 · grants $1,101,858 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,099,158 | $1,099,158 | - | - | 69.7% | |
| Interest | $219,885 | $219,885 | - | - | 13.9% | |
| Fees: other services | $200,000 | - | $200,000 | - | 12.7% | |
| Other (as described) | STAFF CULTURE EXPENSE | $22,958 | $22,958 | - | - | 1.5% |
| Other (as described) | BAD DEBT | $19,216 | - | - | $19,216 | 1.2% |
| Fees: accounting | $7,241 | - | $7,241 | - | 0.5% | |
| Other (as described) | FEES | $2,965 | - | $2,965 | - | 0.2% |
| All other expenses | $2,781 | - | $2,781 | - | 0.2% | |
| Grants to US individuals | $2,700 | $2,700 | - | - | 0.2% | |
| Other (as described) | BANK CHARGES | $18 | - | $18 | - | 0.0% |
| Total | $1,576,922 | 100% |
2015 · Form 990 · $1,844,946 spent · pay $0 · grants $1,389,658 · events $120,596
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,386,958 | $1,386,958 | - | - | 75.2% | |
| Interest | $226,110 | $226,110 | - | - | 12.3% | |
| Fees: other services | $208,449 | - | $208,449 | - | 11.3% | |
| Other (as described) | BANK CHARGES | $8,409 | - | $8,409 | - | 0.5% |
| Fees: accounting | $5,208 | - | $5,208 | - | 0.3% | |
| Other (as described) | OTHER | $4,194 | - | $4,194 | - | 0.2% |
| Grants to US individuals | $2,700 | $2,700 | - | - | 0.1% | |
| Other (as described) | FEES | $2,500 | - | $2,500 | - | 0.1% |
| Other (as described) | FUNDRAISING | $268 | - | - | $268 | 0.0% |
| Office expenses | $150 | - | $150 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $21,000 | $120,596 | reported apart | |||
| Total | $1,844,946 | 100% |
2014 · Form 990 · $4,897,623 spent · pay $0 · grants $4,440,259 · events $108,528
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,438,459 | $4,438,459 | - | - | 90.6% | |
| Interest | $230,849 | $230,849 | - | - | 4.7% | |
| Fees: other services | $199,741 | - | $199,741 | - | 4.1% | |
| Other (as described) | MISCELLANEOUS | $14,665 | $1,922 | - | $12,743 | 0.3% |
| Other (as described) | BANK CHARGES | $7,484 | - | $7,484 | - | 0.2% |
| Fees: accounting | $3,840 | - | $3,840 | - | 0.1% | |
| Grants to US individuals | $1,800 | $1,800 | - | - | 0.0% | |
| Other (as described) | FUNDRAISING | $592 | - | - | $592 | 0.0% |
| Office expenses | $193 | - | $193 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $43,900 | $108,528 | reported apart | |||
| Total | $4,897,623 | 100% |
2013 · Form 990 · $566,102 spent · pay $0 · grants $153,000 · events $75,022
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $235,761 | $235,761 | - | - | 41.6% | |
| Fees: other services | $158,760 | $57,506 | - | $101,254 | 28.0% | |
| Grants to US organizations and governments | $150,000 | $150,000 | - | - | 26.5% | |
| Other (as described) | BANK CHARGES | $9,086 | - | $9,086 | - | 1.6% |
| Other (as described) | FINANCING EXPENSES | $6,150 | $6,150 | - | - | 1.1% |
| Grants to US individuals | $3,000 | $3,000 | - | - | 0.5% | |
| Other (as described) | OTHER FEES | $2,750 | - | $2,750 | - | 0.5% |
| Other (as described) | FUNDRAISING | $595 | - | - | $595 | 0.1% |
| Fundraising events Event | direct expenses; gross income $43,230 | $75,022 | reported apart | |||
| Total | $566,102 | 100% |
2012 · Form 990 · $758,692 spent · pay $0 · grants $280,000 · events $66,959
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $280,000 | $280,000 | - | - | 36.9% | |
| Interest | $237,495 | $237,495 | - | - | 31.3% | |
| Fees: other services | $213,152 | $78,866 | - | $134,286 | 28.1% | |
| Other (as described) | BANK CHARGES | $7,555 | - | $7,555 | - | 1.0% |
| Information technology | $5,434 | $5,434 | - | - | 0.7% | |
| Depreciation and depletion | $5,331 | $5,331 | - | - | 0.7% | |
| Other (as described) | OTHER FEES | $2,880 | - | $2,880 | - | 0.4% |
| Insurance | $2,553 | $2,553 | - | - | 0.3% | |
| Fees: accounting | $2,335 | - | $2,335 | - | 0.3% | |
| Office expenses | $873 | $873 | - | - | 0.1% | |
| Other (as described) | FUNDRAISING | $786 | - | - | $786 | 0.1% |
| Other (as described) | INDIRECT FUNDRAISING EX | $298 | - | - | $298 | 0.0% |
| Fundraising events Event | direct expenses; gross income - | $66,959 | reported apart | |||
| Total | $758,692 | 100% |
2011 · Form 990 · $1,066,213 spent · pay $0 · grants $669,835 · events $69,214
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $666,835 | $666,835 | - | - | 62.5% | |
| Interest | $183,755 | $183,755 | - | - | 17.2% | |
| Fees: other services | $135,728 | $17,810 | - | $117,918 | 12.7% | |
| Fees: management | $22,199 | $22,199 | - | - | 2.1% | |
| Other (as described) | INDIRECT FUNDRAISING EX | $14,379 | - | - | $14,379 | 1.3% |
| Fees: accounting | $10,181 | - | $10,181 | - | 1.0% | |
| Information technology | $9,464 | $9,464 | - | - | 0.9% | |
| Other (as described) | MISCELLANEOUS | $5,475 | - | $5,475 | - | 0.5% |
| Insurance | $4,890 | $4,890 | - | - | 0.5% | |
| Office expenses | $4,280 | $4,280 | - | - | 0.4% | |
| Other (as described) | BANK CHARGES | $3,915 | - | $3,915 | - | 0.4% |
| Grants to US individuals | $3,000 | $3,000 | - | - | 0.3% | |
| Other (as described) | OTHER FEES | $1,815 | - | $1,815 | - | 0.2% |
| All other expenses | $266 | - | $266 | - | 0.0% | |
| Travel | $31 | $31 | - | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income - | $69,214 | reported apart | |||
| Total | $1,066,213 | 100% |
2009 · Form 990EZ · $121,866 spent · pay $0 · grants $96,500 · events $35,890
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $96,500 | 79.2% | |
| Fees to independent contractors | $24,000 | 19.7% | |
| Other expenses (detail on Schedule O) | $1,250 | 1.0% | |
| Printing, publications, postage | $116 | 0.1% | |
| Fundraising events Event | direct expenses; gross income $28,073 | $35,890 | reported apart |
| Total | $121,866 | 100% |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2020 | $1,000 | $0 | 1 |
Largest awards · 1 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|---|---|---|---|---|
| 2020 | Small Business Administration | Grant or other assistance | ECONOMIC INJURY DISASTER LOAN EMERGENCY ADVANCE 59.072 | ECONOMIC INJURY DISASTER GRANT | $1,000 |
State business registration
- FRIENDS OF EXCEL ACADEMY CHARTER SC MA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | FRIENDS OF EXCEL ACADEMY CHARTER SC | MA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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