Liabilities / Assets
15th percentile
Higher debt load relative to assets than 15% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
19th percentile
Higher debt load relative to revenue than 19% of similar nonprofits.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 22.9% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
34th percentile
Faster revenue growth than 34% of similar nonprofits.
Balance Sheet
Assets
Up$5,102,560
Up $106,326 (+2.1%) from 2020
Net Assets
Up$5,047,151
Up $149,597 (+3.1%) from 2020
Liabilities
Down$55,409
Down $43,271 (-44%) from 2020
Revenue And Expenses
Revenue
Down$1,077,415
Down $18,559 (-1.7%) from 2020
Expenses
Down$785,353
Down $69,294 (-8.1%) from 2020
Net Income
Up$292,062
Up $50,735 (+21%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Dec 14, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $1,077,415
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.
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.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Program Related | $3,576,626 | $3,696,837 | ▲ $120,211 |
| Savings and Temporary Cash Investments | $748,771 | $1,181,527 | ▲ $432,756 |
| Pledges and Grants Receivable | $61,782 | - | - |
| Cash and Non-Interest-Bearing Accounts | $43,925 | $45,000 | ▲ $1,075 |
| Accounts Receivable | $10,000 | $2,450 | ▼ $7,550 |
| Prepaid Expenses and Deferred Charges | $6,079 | $1,600 | ▼ $4,479 |
| Land, Buildings, and Equipment, Net | $0 | $0 | → $0 |
| Total Assets | $4,996,234 | $5,102,560 | ▲ $106,326 |
| Other Assets Total | $549,051 | $175,146 | ▼ $373,905 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $96,800 | - | - |
| Accounts Payable and Accrued Expenses | $1,880 | $55,409 | ▲ $53,529 |
| Total Liabilities | $98,680 | $55,409 | ▼ $43,271 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $4,897,554 | $5,047,151 | ▲ $149,597 |
| Total Net Assets Fund Balance | $4,897,554 | $5,047,151 | ▲ $149,597 |
| Total Liabilities and Net Assets / Fund Balance | $4,996,234 | $5,102,560 | ▲ $106,326 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $3,696,837 | - | - |
| Equipment | $0 | $44,762 | - |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Peter Robinson | Chairman of the Board |
| David Klein | Director |
| Dennis Kessler | Director |
| Joel Malina | Director |
| Lori Green | Director |
| Michael Manikowski | Director |
| Ryne Raffaelle | Director |
| Steve Mccluski | Director |
| Steven Feldon | Director |
| Theresa Mazzullo | Chief Executive Officer |
| Yoram Katz | Chief Operating Officer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $213,101
- Program Service Revenue
- $0
- Investment Income
- $20,491
- Other Revenue
- $843,823
- Change in Net Assets
- $292,062
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $1,077,415
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $0
- Total Revenue per Audited Statements
- $1,077,415
- Total Revenue per Form 990
- $1,077,415
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $747,853 |
| Salaries, Compensation, and Employee Benefits | $37,500 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Management | - | $645,318 | - | $645,318 |
| Other Salaries and Wages | - | $37,500 | - | $37,500 |
| Advertising | - | $28,607 | - | $28,607 |
| Fees for Services Accounting | - | $18,833 | - | $18,833 |
| Office Expenses | - | $13,603 | - | $13,603 |
| Occupancy | - | $11,130 | - | $11,130 |
| Fees for Services Legal | - | $9,852 | - | $9,852 |
| Travel | - | $6,521 | - | $6,521 |
| Other Expenses | - | $3,204 | - | $3,204 |
| Insurance | - | $1,032 | - | $1,032 |
| Total Functional Expenses | $0 | $785,353 | $0 | $785,353 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $785,353 |
| Total Expenses per Audited Statements | $785,353 |
| Total Expenses per Form 990 | $785,353 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 6
“The 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, a merger, or dissolution of the entity.”
Form 990, Part VI, Section A, Line 7A
“The 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, a merger, or dissolution of the entity.”
Form 990, Part VI, Section A, Line 7B
“The 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, a merger, or dissolution of the entity.”
Form 990, Part VI, Section B, Line 11B
“The 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.”
Form 990, Part VI, Section B, Line 12C
“Conflict 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 interest of the corporation. The board documents the basis for its decision in the minutes of the meeting at which the decision is made.”
Form 990, Part VI, Section B, Line 15
“Compensation 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.”
Form 990, Part VI, Section C, Line 18
“Form 990 is available for public inspection through various methods. The form 990 is available upon request or through guidestar.”
Form 990, Part VI, Section C, Line 19
“Excell 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.”
Filing and Contact Details
Filer
- Filer Name
- Excell Partners Inc
- EIN
- 20-1862628
- Phone
- 5854587333
- Address
- 343 STATE ST KODAK TOWER 2ND FLOO, ROCHESTER, NY 14650
Signing Officer
- Name
- Theresa Mazzullo
- Title
- Chief Executive Officer
- Phone
- 5854587333
- Signed
- 2021-12-14
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Theresa Mazzullo
- Formed
- 2005
- Legal Domicile
- Ny
- Voting Board Members
- 11
- Independent Board Members
- 9
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Bonadio & Co Llp
- Address
- 171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
- Preparer
- David Dinolfo
- Phone
- 5853811000
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Realized loss on investment -647,075.”
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| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 13603 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 13603 |
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| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
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| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 175146 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -647075 |
| IRS990/OtherExpensesGrp/Desc | 0 | TELEPHONE |
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| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 4331 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 3204 |
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| IRS990/OtherExpensesGrp/TotalAmt | 1 | 4331 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 3204 |
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| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 541610 |
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| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 89451 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 2 | 15000 |
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| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 89451 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 15000 |
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| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 37500 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 61782 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 6079 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1600 |
| IRS990/PrincipalOfficerNm | 0 | THERESA MAZZULLO |
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| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 143288 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 83965 |
| IRS990/PYOtherExpensesAmt | 0 | 799680 |
| IRS990/PYOtherRevenueAmt | 0 | 868721 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 241327 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 54967 |
| IRS990/PYTotalExpensesAmt | 0 | 854647 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1095974 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 292062 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 1 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 748771 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1181527 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 213101 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 213101 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 651213 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 952686 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 558664 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 430758 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 2593321 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 2806422 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 558664 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 430758 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 2806422 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 864314 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 558664 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 430758 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 2806422 |
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| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
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| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 44762 |
| IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt | 0 | 44762 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
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| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 785353 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 3696837 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | EQUITY/CONVERTIBLE NOTE INVESTMENTS IN VARIOUS HIGH TECH START-UP COMPANIES |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 1077415 |
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| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 785353 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 1077415 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1077415 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 785353 |
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| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompensationCommitteeInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 204348 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 192000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 42186 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 49824 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | THERESA MAZZULLO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | YORAM KATZ |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | CHIEF EXECUTIVE OFFICER |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | CHIEF OPERATING OFFICER |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 246534 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 1 | 241824 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | COMPENSATION OF THE ORGANIZATION'S CEO IS APPROVED BY THE COMMITTEE ON COMPLIANCE AND COMPENSATION OF THE UNIVERSITY OF ROCHESTER. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 3 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE 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, A MERGER, OR DISSOLUTION OF THE ENTITY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE 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, A MERGER, OR DISSOLUTION OF THE ENTITY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE 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, A MERGER, OR DISSOLUTION OF THE ENTITY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE 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/SupplementalInformationDetail/ExplanationTxt | 4 | CONFLICT 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 INTEREST OF THE CORPORATION. THE BOARD DOCUMENTS THE BASIS FOR ITS DECISION IN THE MINUTES OF THE MEETING AT WHICH THE DECISION IS MADE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | COMPENSATION 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/SupplementalInformationDetail/ExplanationTxt | 6 | FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION THROUGH VARIOUS METHODS. THE FORM 990 IS AVAILABLE UPON REQUEST OR THROUGH GUIDESTAR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | EXCELL 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | REALIZED LOSS ON INVESTMENT -647,075. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VI, SECTION C, LINE 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PART XI, LINE 9: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | ROCHESTER BIOVENTURE CENTER INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | NY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | GENERAL PARTNER OF EXCELL INNOVATE NY FUND, LP |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | EXCELL TECHNOLOGY VENTURES INC |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $5,102,560
- Liabilities
- $55,409
- Net assets
- $5,047,151
- Revenue
- $1,077,415
- Expenses
- $785,353
- Net income
- $292,062