Civic Intelligence

Excelsior Education & Training Foundation Inc

EIN 20-4830063 • 501(c)3 • Bradenton, FL

5718 Manatee Ave WBradenton, FL 34209

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$12,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 32.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

91st percentile

82%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$4,052

Up $1,826 (+82%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin71st percentile

Revenue

Up

$5,083

Up $631 (+14%) from 2017

Expenses

Up

$4,232

Up $374 (+9.7%) from 2017

Net Income

Up

$851

Up $257 (+43%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2010: $39,527Net Assets 2010: $39,5272010Assets 2011: $37,833Net Assets 2011: $37,8332011Assets 2012: $29,131Net Assets 2012: $29,1312012Assets 2014: $31,167Net Assets 2014: $31,1672014Assets 2015: $24,052Liabilities 2015: $02015Assets 2016: $19,683Liabilities 2016: $02016Assets 2017: $2,226Liabilities 2017: $02017Assets 2018: $4,052Liabilities 2018: $02018

Highlighted filing

2018

Assets$4,052
Liabilities$0
Net Assets-
Open 2018 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $58,094Expenses 2010: $84,550Net Income 2010: -$26,4562010Revenue 2011: $67,628Expenses 2011: $69,322Net Income 2011: -$1,6942011Revenue 2012: $45,729Expenses 2012: $54,431Net Income 2012: -$8,7022012Revenue 2014: $36,683Expenses 2014: $33,345Net Income 2014: $3,3382014Revenue 2015: $19,154Expenses 2015: $26,457Net Income 2015: -$7,3032015Revenue 2016: $6,634Expenses 2016: $3,870Net Income 2016: $2,7642016Revenue 2017: $4,452Expenses 2017: $3,858Net Income 2017: $5942017Revenue 2018: $5,083Expenses 2018: $4,232Net Income 2018: $8512018

Highlighted filing

2018

Revenue$5,083
Expenses$4,232
Net Income$851
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$4,052
Liabilities
$0
Net assets
-
Revenue
$5,083
Expenses
$4,232
Net income
$851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$4.05$0.00$5.08$4.23$0.85
2017Summary only. Only limited summary data is available for this year.$2.23$0.00$4.45$3.86$0.59
2016Summary only. Only limited summary data is available for this year.$19.7$0.00$6.63$3.87$2.76
2015Summary only. Only limited summary data is available for this year.$24.1$0.00$19.2$26.5$7.30
2014Detailed filing. Detailed filing data is available for this year.$31.2$31.2$36.7$33.3$3.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$29.1$45.7$54.4$8.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$37.8$67.6$69.3$1.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.5$39.5$58.1$84.6$26.5
Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 9, 2015
Return Version
2014v5.0
Gross Receipts
$36,683
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
PROMOTING AWARENESS AND EDUCATION THROUGH ACTIVITIES AND EVENTS FEATURING DISABLED INDIVIDUALS-$33,345
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM LAWSONExecutive DirectorPT$12,000-$12,000
KEVIN TAYLORPresident-$0--
SCOTT NEARYSecretary-$0--
DEANNA SPENCERVice President-$0--
JANE CARTERMember-$0--
PENNY DENAULTMember-$0--
JANELLE ESPOSITOMember-$0--
Filing and Contact Details

Filer

Filer Name
Excelsior Education & Training Foundation Inc
EIN
20-4830063
Phone
9417952200
Address
5718 Manatee Ave W, Bradenton, FL 34209

Signing Officer

Name
Kevin Taylor
Title
President
Phone
9417952200
Signed
2015-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Brian Palmer CPA PA
Address
2937 Bee Ridge Rd Ste 2, Sarasota, FL 34239
Preparer
Brian Palmer CPA
Phone
9419224744
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Depreciation 578. Banking services 268. Computer technical & supplies 756. Credit card expenses 255. Equipment lease 1648. Fundraising expenses 2369. Government regulation fees 145. Insurance 2626. Membership fees 304. Office expense 725.”

Form 990EZ, Part II, Line 24

“Other assets & supplies 6500. 6500.”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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