Excalibur Charter School Inc in Apache Jct, Arizona (AZ)

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Excalibur Charter School Inc
Employer Identification Number (EIN)860956873
Name of OrganizationExcalibur Charter School Inc
Address1045 S San Marcos Dr, Apache Jct, AZ 85120-6337
SubsectionEducational Organization
Ruling Date12/2000
DeductibilityContributions are deductible
FoundationSchool
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$3,140,990
Amount of Income$2,156,477
Form 990 Revenue Amount$2,156,477
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities:


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Amount of income in 2012: $2,156,477
This organization: 

 $2,156,477
Other organizations performing similar types of work: 

 $2,367,603

Assets in 2012: $3,140,990
This organization: 

 $3,140,990
Other organizations performing similar types of work: 

 $785,560

Expenses in 2006: $3,135,231
This organization: 

 $3,135,231
Other organizations performing similar types of work: 

 $4,199,194

Income to expenses ratio in 2006: 1.0
Excalibur Charter School Inc: 

 1.0
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2006: 87.4%
This organization: 

 87.4%
Other organizations performing similar types of work: 

 85.1%

Number of employees in 2006: 40
Excalibur Charter School Inc: 

 40
Other organizations performing similar types of work: 

 54

Employees paid over $50,000 in 2006: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 9.7%

Grants share in income in 2006: 22.4%
This organization: 

 22.4%
Other organizations performing similar types of work: 

 89.8%

Financial snapshot ($)

Revenue for 2006

Assets at end of 2006

Expenses for 2006

Functional Expenses for 2006 ($)

Income-Producing Activities for 2006

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20042006
Total revenue$3,281,592$3,277,827
Contributions, gifts, grants, and similar amounts received$378,884$735,303
Contributions to donor advised funds$0
Direct public support$2,500$1,327
Indirect public support$0$0
Government contributions (grants)$376,384$733,976
Program service revenue including government fees and contracts$2,733,866$2,417,443
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$12,525$13,612
Dividends and interest from securities$10,516$31,423
Net rental income or (loss)$891$7,900
Gross rents$891$7,900
Less: rental expenses$0$0
Other investment income$0$0
Gain or (loss) from sales of assets other than inventory$0$0
Gross amount from sales of assets other than inventory$0$0
Less: cost or other basis and sales expenses$0$0
Net income or (loss) from special events and activities$19,025$10,022
Gross revenue$28,046$31,743
Less: direct expenses other than fundraising expenses$9,021$21,721
Gross profit or (loss) from sales of inventory$0$0
Gross sales of inventory, less returns and allowances$0$0
Less: cost of goods sold$0$0
Other revenue$125,885$62,124
Total expenses$3,199,743$3,135,231
Program services$2,640,099$2,740,890
Management and general$532,055$378,863
Fundraising$27,589$15,478
Payments to affiliates$0$0
Net assets or fund balances at end of year$329,334$325,846
Excess or (deficit) for the year$81,849$142,596
Net assets or fund balances at beginning of year$-152,515$183,250
Other changes in net assets or fund balances$400,000$0
Statement of Functional Expenses (for 2006)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$3,135,231$2,740,890$378,863$15,478
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$85,808$0$85,808$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$1,308,351$1,227,653$80,698$0
Pension plan contributions not included above$126,913$126,913$0$0
Employee benefits not included above$165,529$141,429$24,100$0
Payroll taxes$121,718$104,182$17,536$0
Professional fundraising fees$0$0$0$0
Accounting fees$9,221$0$9,221$0
Legal fees$17,856$0$17,856$0
Supplies$79,082$64,529$3,593$10,960
Telephone$16,606$0$16,606$0
Postage and shipping$0$0$0$0
Occupancy$163,051$121,051$42,000$0
Equipment rental and maintenance$57,638$52,801$4,837$0
Printing and publications$2,079$2,079$0$0
Travel$24,590$21,163$3,427$0
Conferences, conventions, and meetings$0$0$0$0
Interest$347,573$347,573$0$0
Depreciation, depletion, etc.$131,387$129,508$1,879$0
Other expenses not covered above$477,829$402,009$71,302$4,518
Balance Sheets
20042006
Total assets$5,049,578$5,008,252
Cash - non-interest-bearing$168,019$290,714
Savings and temporary cash investments$1,161,949$1,185,431
Accounts receivable less allowance for doubtful accounts$23,016$26,980
Pledges receivable less allowance for doubtful accounts$0$0
Grants receivable$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$0$43,005
Investments - publicly-traded securities$0
Investments - other securities$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0
Investments - other$0$0
Land, buildings, and equipment less accumulated depreciation$3,678,094$3,443,622
Other assets, including program-related investments$18,500$18,500
Total liabilities$4,720,244$4,682,406
Accounts payable and accrued expenses$20,295$92,406
Grants payable$0$0
Deferred revenue$0$0
Loans from officers, directors, trustees, and key employees$1,474$0
Tax-exempt bond liabilities$0$0
Mortgages and other notes payable$4,698,475$4,590,000
Other liabilities$0$0
Total liabilities and net assets/fund balances$5,049,578$5,008,252
Total net assets or fund balances$329,334$325,846
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20042006
Total revenue$3,281,592$3,277,827
Total revenue, gains, and other support per audited financial statements$3,290,613$3,299,548
Other expenses$9,021$21,721
Net unrealized gains on investments$0$0
Donated services and use of facilities$0$0
Recoveries of prior year grants$0$0
Other$9,021$21,721
Other revenue$0$0
Investment expenses$0$0
Other$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20042006
Total expenses$3,199,743$3,135,231
Total expenses and losses per audited financial statements$3,208,763$3,156,952
Other revenue$9,021$21,721
Donated services and use of facilities$0$0
Prior year adjustments$0$0
Losses$0$0
Other$9,021$21,721
Other expenses$1$0
Investment expenses$0$0
Other$1$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings5
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 200640
Analysis of Income-Producing Activities (for 2006)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$52,935$2,489,589
Program service revenue
Program service revenue 1000000$000$0$2,417,443
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$13,612$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$31,423$0
Net rental income or (loss) from real estate
debt-financed property000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$7,900$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$10,022
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$62,124
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2006)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2006)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2006)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isSchool
Support Schedule
20032005
Total$0$0
Gifts, grants, and contributions received$0$0
Membership fees received$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0
Net income from unrelated business activities not included above$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0
Other income$0$0
Lobbying Expenditures by Electing Public Charities (for 2006)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$2,034,295
Contributions, Gifts, Grants and Other Similar Amounts$454,452
Program Service Revenue$1,579,843
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$0
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2011)
Total functional expenses$2,084,378
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$933,620
Payroll taxes$0
Professional fundraising services$0
Other$1,150,758
Balance Sheet (for 2011)
Total assets$3,123,632
Total liabilities$3,669,964
Tax-exempt bond liabilities$3,296,566
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$59,059
Other$314,339
Total net assets or fund balances$-546,332
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:A school described in section 170(b)(1)(A)(ii)
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Green Dot Public Schools1149 S Hill Street Suite 600, Los Angeles, CA 90015-2212CA2001-09$109,775,840
2Kipp Inc10711 Kipp Way, Houston, TX 77099-2675TX1995-08$84,814,452
3Lee Charter Foundation Inc6245 N Federal Highway, Ft Lauderdale, FL 33308-1998FL2004-11$43,411,663
4Edkey Inc1460 S Horne, Mesa, AZ 85204-5760AZ2003-01$15,583,738
5Pointe Educational Services5940 W Union Hills Dr Suite B-, Glendale, AZ 85308-1308AZ2002-01$9,801,994
6Success SchoolPO BOX 1929, Surprise, AZ 85378-1929AZ2001-06$5,026,897
7Keystone Montessori Charter School Inc1025 E Liberty Ln, Phoenix, AZ 85048-8462AZ2002-10$3,191,001
8West Gilbert Charter Elementary School2061 S Gilbert Rd, Gilbert, AZ 85295-4620AZ2003-06$3,119,349
9Excalibur Charter School Inc1045 S San Marcos Dr, Apache Jct, AZ 85120-6337AZ2000-12$2,156,477
10Air Academy-Career Success, Air Academy High School5625 S 51st Ave, Laveen, AZ 85339-6300AZ2002-05$1,700,731
11Primavera Technical Learning Center2471 N Arizona Ave Ste 1, Chandler, AZ 85225-1394AZ2003-12$34,474,197
12Arizona Community Development Corporation2050 N Wilmot Rd, Tucson, AZ 85712-3039AZ2003-04$10,493,746
13Arizona Connections Academy Charter School335 E Germann Rd, Gilbert, AZ 85297-2919AZ2009-04$10,355,469
14Daisy Education Corporation2325 W Sunset Rd, Tucson, AZ 85741-3809AZ2002-09$9,855,445
15Edkey Inc1460 S Horne, Mesa, AZ 85204-5760AZ2008-11$8,754,403
16Noah Webster Schools-Mesa7301 E Baseline Rd, Mesa, AZ 85209-4907AZ2003-01$7,779,294
17Lead Charter Schools, Leading Edge Academy633 E Ray Rd Ste 132, Gilbert, AZ 85296-4206AZ2007-09$6,996,145
18Heritage Elementary School13419 W Ocotillo Rd, Glendale, AZ 85307-3220AZ2002-12$6,571,327
19Career Success Educational Development, Career Success High School16004 N 36th Dr, Phoenix, AZ 85053-3833AZ2002-04$6,014,751
20Plc Charter Schools, Plc Chater Schools - Pta7214 E Jenan Drive, Scottsdale, AZ 85260AZ2002-07$5,715,647
21Partnership With Parents Inc, Dessert Heights Charter School5821 W Beverly Ln, Glendale, AZ 85306-1801AZ2003-08$5,402,688
22Rosefield Charter Elementary School Inc12050 N Bullard Ave, Surprise, AZ 85379-6325AZ2009-04$5,342,190
23Chandler Preparatory Academy1951 N Alma School Rd, Chandler, AZ 85224-2840AZ2006-02$5,103,942
24Imagine Elementary At Desert West6738 W Mcdowell Rd, Phoenix, AZ 85035-4642AZ2009-11$5,099,353
25Cafa Inc, Classic And Four Arts Academy1120 S Gilbert Rd Bldg 200 Ste 112, Gilbert, AZ 85296-3465AZ2005-05$4,828,161
26Pathfinder Charter Foundation, Cortez Park Charter Elementary Sch3535 W Dunlap Ave, Phoenix, AZ 85051-5303AZ2007-12$4,598,223
27East Mesa Charter Elementary School9701 E Southern Ave, Mesa, AZ 85209-3769AZ2009-04$4,572,250
28Imagine Elementary At Camelback Inc5050 N 19th Ave, Phoenix, AZ 85015-3205AZ2009-11$4,496,108
29Ball Charter Schools Dobson2207 N Dobson Rd, Chandler, AZ 85224-2282AZ2001-10$4,042,248
30Liberty Tradition Charter School4027 N 45th Ave, Phoenix, AZ 85031-2840AZ2001-04$3,868,465
Number of organizations performing similar types of work
Alaska3
Arkansas9
Arizona175
California411
Colorado79
Connecticut10
District of Columbia40
Delaware12
Florida268
Georgia53
Hawaii5
Idaho36
Illinois33
Indiana55
Kansas2
Louisiana56
Massachusetts10
Maryland30
Maine4
Michigan19
Minnesota115
Missouri21
North Carolina54
Nebraska1
New Hampshire9
New Jersey43
New Mexico2
Nevada3
New York185
Ohio209
Oklahoma7
Oregon84
Pennsylvania113
Rhode Island10
South Carolina36
Tennessee34
Texas165
Utah69
Virginia2
Washington4
Wisconsin43
Wyoming3
Total2,522

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