FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC

EIN: 300211613 501(c)(3) Education

EAST BOSTON, MA

Total Revenue
$8,130,290
Total Expenses
$8,135,886
Total Assets
$48,903,477
Net Assets
$21,162,819
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
MA
Principal Officer
SETH REYNOLDS
Phone
6178744080
Tax Period
2023-07-01 to 2024-06-30

FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC, founded in 2004, is a community nonprofit in the Education sector that reported $8.1M in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Net assets of $21.2M represent 31 months of operating reserves.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $931,581
Program Service Revenue $6,526,434
Investment Income $665,931
Other Revenue $6,344
TOTAL REVENUE $8,130,290

Expense Breakdown

Grants Paid $1,588,535
Salaries & Benefits $3,682,237
Fundraising Expenses $182,817
Program Expenses $5,858,072
Other Expenses $2,865,114
TOTAL EXPENSES $8,135,886

Year-over-Year Comparison

2023 2022 Change
Revenue $8,130,290 $14,334,849 -0.4%
Expenses $8,135,886 $8,898,874 -0.1%
Net Income $-5,596 $5,435,975 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
32
Volunteers
6

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$740,353
Total Directors
6
$0
Key Employees
1
$176,034
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SETH REYNOLDS PRESIDENT 0.80
Officer Director
$0 $0 $0
MEGAN PREINER TREASURER 0.80
Officer Director
$0 $0 $0
DONALD CASS CLERK 0.80
Officer Director
$0 $0 $0
SHIRLEY VERONICA CARDONA MEMBER 0.80
Director
$0 $0 $0
CHRISTOPHER SATTI MEMBER 0.80
Director
$0 $0 $0
TIMONTHY WELLER MEMBER 0.80
Director
$0 $0 $0
OWEN STEARNS CHIEF EXECUTIVE OFFICER 40.00
Officer
$263,486 $23,409 $286,895
NINA KEOUGH CHIEF SCHOOL OFFICER 40.00
Officer
$220,842 $23,493 $244,335
ANDREW SOLOMON CHIEF FINANCIAL OFFICER 40.00
Officer
$201,015 $8,108 $209,123
STEPHANIE PATTON DEPUTY CHIEF SCHOOLS OFFICER 40.00
Key Emp
$175,847 $187 $176,034
SARAH B KANTROWITZ MANAGING DIRECTOR: STUDENT SUPPORT 40.00
Highest
$155,160 $23,493 $178,653
STEVIE ROBERTS MANAGING DIRECTOR: OPERATIONS 40.00
Highest
$139,835 $420 $140,255
AARON STELSON SENIOR DIRECTOR: FINANCE 40.00
Highest
$131,969 $485 $132,454
TSVETELINA TSANKOVA DIRECTOR OF ACCOUNTING 40.00
Highest
$121,376 $11,958 $133,334
KATHRYN MEGRIAN MANAGING DIRECTOR OF ACADEMICS 40.00
Highest
$102,672 $12,577 $115,249
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $8,130,290 $8,135,886 $48,903,477 $-5,596
2023 $14,334,849 $8,898,874 $49,738,891 $5,435,975
2022 $7,984,303 $4,300,996 $82,712,473 $3,683,307
2021 $4,642,769 $3,620,592 $81,174,432 $1,022,177
2020 $1,698,014 $1,632,724 $45,775,555 $65,290
2019 $4,298,743 $908,142 $17,625,052 $3,390,601
2018 $1,874,231 $1,841,584 $12,200,812 $32,647
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