Excelsior Charter Group

California
Registered In
04/22/2015
Incorp. Date

Company Summary

Excelsior Charter Group at 15505 Civic Dr, Victorville, Ca 92392 lists Lucy Rivera and Alicia Anderson of Victorville, CA as associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Alicia Anderson Individual Agent
15505 CIVIC DR STE A, VICTORVILLE, CA 92392
Lucy Rivera CEO
15505 CIVIC DR, VICTORVILLE, CA 92392
Alicia Anderson Chief Financial Officer
15505 CIVIC DR, VICTORVILLE, CA 92392
Mark Chow Secretary
15505 CIVIC DR, VICTORVILLE, CA 92392
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15505 CIVIC DR, VICTORVILLE, CA 92392 (Mailing) View Map
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Financial Information for Excelsior Charter Group

Form 5500

EXCELSIOR CHARTER GROUP

15505 Civic Dr, Victorville, Ca 92392 (760) 245-4262 EIN:47-4577793 Plan Admin:Alicia Anderson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameEXCELSIOR CHARTER GROUP ERISA 403B PLAN Plan #001 Participants BOY/EOY108 / 136 Assets BOY/EOY$1,961,841 / $1,949,052 2022 EXCELSIOR CHARTER GROUP ERISA 403B PLAN - Plan #001 108 / 136 $1,961,841 / $1,949,052
2021 Plan NameEXCELSIOR CHARTER GROUP ERISA 403B PLAN Plan #001 Participants BOY/EOY80 / 108 Assets BOY/EOY$1,440,579 / $1,961,841 2021 EXCELSIOR CHARTER GROUP ERISA 403B PLAN - Plan #001 80 / 108 $1,440,579 / $1,961,841
2021 Plan NameEXCELSIOR CHARTER GROUP CONTRACT EE'S 403(B) PLAN Plan #001 Participants BOY/EOY2 / 58 Assets BOY/EOY$154,667 / $197,095 2021 EXCELSIOR CHARTER GROUP CONTRACT EE'S 403(B) PLAN - Plan #001 2 / 58 $154,667 / $197,095
2020 Plan NameEXCELSIOR CHARTER GROUP ERISA 403B PLAN Plan #001 Participants BOY/EOY77 / 80 Assets BOY/EOY$998,847 / $1,440,579 2020 EXCELSIOR CHARTER GROUP ERISA 403B PLAN - Plan #001 77 / 80 $998,847 / $1,440,579
2020 Plan NameEXCELSIOR CHARTER GROUP CONTRACT EE'S 403(B) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$70,709 / $154,667 2020 EXCELSIOR CHARTER GROUP CONTRACT EE'S 403(B) PLAN - Plan #001 1 / 2 $70,709 / $154,667
2019 Plan NameEXCELSIOR CHARTER GROUP ERISA 403B PLAN Plan #001 Participants BOY/EOY56 / 77 Assets BOY/EOY$624,529 / $998,847 2019 EXCELSIOR CHARTER GROUP ERISA 403B PLAN - Plan #001 56 / 77 $624,529 / $998,847
Benefit & Retirement Plans based on Form 5500.
Form 990

EXCELSIOR CHARTER GROUP

16505 Civic Dr, Victorville, Ca 92302 EIN:47-4577793 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Management & Technical Assistance
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps111 Contributions$0 Revenue$3,396,344 Expenses$3,039,515 Assets EOY$8,935,665 Liabilities$3,051,033 2022 111 $0 $3,396,344 $3,039,515 $8,935,665 $3,051,033
2021 # of Emps79 Contributions$491,496 Revenue$3,516,558 Expenses$2,610,735 Assets EOY$7,432,677 Liabilities$1,904,874 2021 79 $491,496 $3,516,558 $2,610,735 $7,432,677 $1,904,874
2020 # of Emps98 Contributions$0 Revenue$2,870,122 Expenses$2,451,290 Assets EOY$7,187,699 Liabilities$2,603,590 2020 98 $0 $2,870,122 $2,451,290 $7,187,699 $2,603,590
2019 # of Emps75 Contributions$0 Revenue$2,778,947 Expenses$2,499,958 Assets EOY$4,579,194 Liabilities$413,917 2019 75 $0 $2,778,947 $2,499,958 $4,579,194 $413,917
2018 # of Emps34 Contributions$0 Revenue$2,577,091 Expenses$2,492,808 Assets EOY$4,137,170 Liabilities$250,882 2018 34 $0 $2,577,091 $2,492,808 $4,137,170 $250,882
Tax Returns based on Form 990 & 990N.
PPP Loans

EXCELSIOR CHARTER GROUP

15505 Civic Drive Suite B, Victorville, CA 92392-2357 Industry:Educational Support Services
Loan Date Approved Forgiven Lender Jobs
05/27/2020 Approved$491,496 Forgiven$497,189 LenderFountainhead SBF LLC Jobs61 05/27/2020 $491,496 $497,189 Fountainhead SBF LLC 61
PPP Loans based on Paycheck Protection Program.
Address Match:15505 Civic Dr Victorville, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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