Civic Intelligence

Excell Partners Inc.

990 • Fiscal year 2012 • EIN 20-1862628

Jul 01, 2011 to Jun 30, 2012 • Filed on Mar 20, 2013

Organization ProfileWWW.EXCELLNY.COM
222 West Ridge Road14615
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

2012 filings • NTEE S • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

6th percentile

-21%

Faster asset growth than 6% of similar nonprofits.

2012 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$1,608,661

Down $429,111 (-21%) from 2011

Net Assets

Down

$1,543,119

Down $451,298 (-23%) from 2011

Liabilities

Up

$65,542

Up $22,187 (+51%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$956,284

Up $460,480 (+93%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,037,772Liabilities 2011: $43,355Net Assets 2011: $1,994,4172011Assets 2012: $1,608,661Liabilities 2012: $65,542Net Assets 2012: $1,543,1192012Assets 2013: $3,687,921Liabilities 2013: $36,252Net Assets 2013: $3,651,6692013Assets 2014: $5,346,143Liabilities 2014: $9,978Net Assets 2014: $5,336,1652014Assets 2015: $6,033,401Liabilities 2015: $44,368Net Assets 2015: $5,989,0332015Assets 2016: $6,139,247Liabilities 2016: $16,920Net Assets 2016: $6,122,3272016Assets 2017: $5,198,876Liabilities 2017: $2,092Net Assets 2017: $5,196,7842017Assets 2018: $4,728,734Liabilities 2018: $1,516Net Assets 2018: $4,727,2182018Assets 2019: $5,238,543Liabilities 2019: $2,085Net Assets 2019: $5,236,4582019Assets 2020: $4,996,234Liabilities 2020: $98,680Net Assets 2020: $4,897,5542020Assets 2021: $5,102,560Liabilities 2021: $55,409Net Assets 2021: $5,047,1512021Assets 2022: $4,877,874Liabilities 2022: $70,696Net Assets 2022: $4,807,1782022Assets 2023: $4,820,342Liabilities 2023: $75,133Net Assets 2023: $4,745,2092023Assets 2024: $4,750,613Liabilities 2024: $73,310Net Assets 2024: $4,677,3032024

Highlighted filing

2012

Assets$1,608,661
Liabilities$65,542
Net Assets$1,543,119
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,000,084Expenses 2011: $495,804Net Income 2011: $1,504,2802011Expenses 2012: $956,2842012Revenue 2013: $51,400Expenses 2013: $570,469Net Income 2013: -$519,0692013Revenue 2014: $250,250Expenses 2014: $683,889Net Income 2014: -$433,6392014Revenue 2015: $297,639Expenses 2015: $829,482Net Income 2015: -$531,8432015Revenue 2016: $310,917Expenses 2016: $877,641Net Income 2016: -$566,7242016Revenue 2017: $423,565Expenses 2017: $869,070Net Income 2017: -$445,5052017Revenue 2018: $430,758Expenses 2018: $736,355Net Income 2018: -$305,5972018Revenue 2019: $558,664Expenses 2019: $710,791Net Income 2019: -$152,1272019Revenue 2020: $1,095,974Expenses 2020: $854,647Net Income 2020: $241,3272020Revenue 2021: $1,077,415Expenses 2021: $785,353Net Income 2021: $292,0622021Revenue 2022: $844,909Expenses 2022: $972,651Net Income 2022: -$127,7422022Revenue 2023: $947,711Expenses 2023: $1,062,704Net Income 2023: -$114,9932023Revenue 2024: $1,014,483Expenses 2024: $996,647Net Income 2024: $17,8362024

Highlighted filing

2012

Revenue-
Expenses$956,284
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Mar 20, 2013
Return Version
2011v1.5
Gross Receipts
$504,986
Mission and Program Overview

Mission

The company's mission is to provide financial support, education, management support and networking connections to technology-based start-up companies emerging from the communities, universities, and research centers across upstate new york.

Filing and Contact Details

Filer

EIN
20-1862628
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0CEO COMPENSATION, FORM 990, SCHEDULE J, LINE 3: AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE CEO'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. PLEASE REFER TO SCHEDULE O, DESCRIPTION OF COMPENSATION REVIEW AND APPROVAL PROCESS.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE SOLE MEMBER OF EXCELL PARTNERS, INC. IS THE UNIVERSITY OF ROCHESTER. THE MEMBER HAS THE AUTHORITY TO ELECT THE GOVERNING BODY OF EXCELL PARTNERS, INC., AND UNDER NEW YORK LAW CERTAIN DECISIONS OF THE EXCELL PARTNERS BOARD ARE SUBJECT TO THE APPROVAL OF THE MEMBER. SUCH DECISIONS INCLUDE AMENDMENT OF THE CERTIFICATE OF INCORPORATION AND BYLAWS, AND APPROVAL OF SALE OF ALL OR SUBSTANTIALLY ALL ASSETS, MERGER, AND DISSOLUTION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE SOLE MEMBER OF EXCELL PARTNERS, INC. IS THE UNIVERSITY OF ROCHESTER. THE MEMBER HAS THE AUTHORITY TO ELECT THE GOVERNING BODY OF EXCELL PARTNERS, INC., AND UNDER NEW YORK LAW CERTAIN DECISIONS OF THE EXCELL PARTNERS BOARD ARE SUBJECT TO THE APPROVAL OF THE MEMBER. SUCH DECISIONS INCLUDE AMENDMENT OF THE CERTIFICATE OF INCORPORATION AND BYLAWS, AND APPROVAL OF SALE OF ALL OR SUBSTANTIALLY ALL ASSETS, MERGER, AND DISSOLUTION.
IRS990ScheduleO/GeneralExplanation/Explanation2THE SOLE MEMBER OF EXCELL PARTNERS, INC. IS THE UNIVERSITY OF ROCHESTER. THE MEMBER HAS THE AUTHORITY TO ELECT THE GOVERNING BODY OF EXCELL PARTNERS, INC., AND UNDER NEW YORK LAW CERTAIN DECISIONS OF THE EXCELL PARTNERS BOARD ARE SUBJECT TO THE APPROVAL OF THE MEMBER. SUCH DECISIONS INCLUDE AMENDMENT OF THE CERTIFICATE OF INCORPORATION AND BYLAWS, AND APPROVAL OF SALE OF ALL OR SUBSTANTIALLY ALL ASSETS, MERGER, AND DISSOLUTION.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FORM 990 IS REVIEWED BY THE PRESIDENT. UPON SATISFACTORY COMPLETION OF THOSE REVIEWS, A COPY IS PROVIDED TO EACH DIRECTOR FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation4CONFLICT OF INTEREST DISCLOSURE FORMS ARE REQUESTED ANNUALLY FROM DIRECTORS, OFFICERS, AND KEY EMPLOYEES. DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST INVOLVING ANY PROPOSED CONTRACT OR TRANSACTIONS TO BE EXECUTED BY THE CORPORATION. UNDER THE CORPORATION'S CONFLICT OF INTEREST POLICY, THE BOARD WOULD REVIEW THE PROPOSED CONTRACT OR TRANSACTION IN LIGHT OF THE FACTS AND CIRCUMSTANCES AND APPROVE ONLY THOSE IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE CORPORATION AND ARE CONSISTENT WITH THE BEST INTERESTS OF THE CORPORATION. THE BOARD DOCUMENTS THE BASIS FOR ITS DECISION IN THE MINUTES OF THE MEETING AT WHICH THE DECISION WAS MADE.
IRS990ScheduleO/GeneralExplanation/Explanation5COMPENSATION REVIEW AND APPROVAL: WRITTEN SELF-EVALUATIONS AND PERFORMANCE EVALUATIONS FOR EXCELL PARTNERS' OFFICERS AND KEY EMPLOYEES ANNUALLY ARE REVIEWED BY THE COMMITTEE ON COMPLIANCE AND COMPENSATION OF THE UNIVERSITY OF ROCHESTER BOARD OF TRUSTEES. THE COMMITTEE HAS AVAILABLE THE EVALUATION FROM THE CHAIR OF EXCELL PARTNERS' BOARD. THE COMMITTEE REVIEWS AND APPROVES TOTAL COMPENSATION FOR OFFICERS AND KEY EMPLOYEES AND CONSIDERS, IN ADDITION TO THE EVALUATIONS, THE SCOPE OF THE INDIVIDUAL'S JOB RESPONSIBILITIES, PREVIOUS COMPENSATION AND COMPARABLE COMPENSATION PAID TO PEOPLE WITH SIMILAR RESPONSIBILITIES AT COMPARABLE INSTITUTIONS. THE COMPARABLE INFORMATION IS PROVIDED BY AN INDEPENDENT CONSULTANT AND IS BASED ON LOCAL, REGIONAL, AND NATIONAL COMPENSATION SURVEYS.
IRS990ScheduleO/GeneralExplanation/Explanation6FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION THROUGH VARIOUS METHODS. THE 990 IS AVAILABLE UPON REQUEST OR THROUGH GUIDESTAR.
IRS990ScheduleO/GeneralExplanation/Explanation7EXCELL PARTNERS, INC.'S FORM 1024 AND FORM 990 ARE AVAILABLE ON REQUEST AND ON GUIDESTAR.ORG. ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT ROUTINELY MADE AVAILABLE TO THE PUBLIC.
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10910 GENESEE STREET SUITE 200
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine111000 SOUTH AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12100 HAHNEMANN TRAIL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13500 HAHNEMANN TRAIL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine145901 LAC DE VILLE BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine152180 EMPIRE BOULEVARD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine162180 EMPIRE BOULEVARD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine172180 EMPIRE BOULEVARD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine18263 WALLIS HALL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine19249 NORTON VILLAGE LANE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine110263 WALLIS HALL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine111201 WILSON COMMONS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine112910 GENESEE STREET SUITE 200
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine113150 LUCIUS GORDON DRIVE SUITE 100
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine114601 ELMWOOD AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1151000 SOUTH AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1161000 SOUTH AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1171000 SOUTH AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine118263 WALLIS HALL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2PITTSFORD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3PITTSFORD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5WEBSTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City6WEBSTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City7WEBSTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City8ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City9ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City10ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City11ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City12ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City13WEST HENRIETTA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City14ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City15ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City16ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City17ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City18ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State5NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State6NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State7NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State8NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State9NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State10NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State11NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State12NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State13NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State14NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State15NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State16NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State17NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State18NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode014611
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode114620
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode214534
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode314534
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode414618
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode514580
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode614580
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode714580
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode814627
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode914609
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1014627
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1114627
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1214611
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1314586
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1414642
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1514620

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,608,661
Liabilities
$65,542
Net assets
$1,543,119
Revenue
-
Expenses
$956,284
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.75$0.07$4.68$1.01$1.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.08$4.75$0.95$1.06$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.88$0.07$4.81$0.84$0.97$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.10$0.06$5.05$1.08$0.79$0.29
2020Summary only. Only limited summary data is available for this year.$5.00$0.10$4.90$1.10$0.85$0.24
2019Summary only. Only limited summary data is available for this year.$5.24$0.00$5.24$0.56$0.71$0.15
2018Summary only. Only limited summary data is available for this year.$4.73$0.00$4.73$0.43$0.74$0.31
2017Summary only. Only limited summary data is available for this year.$5.20$0.00$5.20$0.42$0.87$0.45
2016Summary only. Only limited summary data is available for this year.$6.14$0.02$6.12$0.31$0.88$0.57
2015Summary only. Only limited summary data is available for this year.$6.03$0.04$5.99$0.30$0.83$0.53
2014Summary only. Only limited summary data is available for this year.$5.35$0.01$5.34$0.25$0.68$0.43
2013Summary only. Only limited summary data is available for this year.$3.69$0.04$3.65$0.05$0.57$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.07$1.54$0.96
2011Summary only. Only limited summary data is available for this year.$2.04$0.04$1.99$2.00$0.50$1.50