Civic Intelligence

Excelsior Education & Training Foundation Inc

990EZ • Fiscal year 2014 • EIN 20-4830063

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 09, 2015

Organization ProfileN/A
5718 Manatee Ave WBradenton, FL 34209

(941) 795-2200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

62nd percentile

9.1%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

79th percentile

$12,000

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

53rd percentile

3.4%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

32nd percentile

-10%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$31,167

Up $2,036 (+7.0%) from 2012

Net Assets

Up

$31,167

Up $2,036 (+7.0%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin62nd percentile

Revenue

Down

$36,683

Down $9,046 (-20%) from 2012

Expenses

Down

$33,345

Down $21,086 (-39%) from 2012

Net Income

Up

$3,338

Up $12,040 (+138%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2014

Assets$31,167
Liabilities-
Net Assets$31,167
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$36,683
Expenses$33,345
Net Income$3,338
Open 2014 Filing
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 Pay79th 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN TAYLOR
IRS990EZ/BooksInCareOfDetail/PhoneNum09417952200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05718 Manatee Ave W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bradenton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03338
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07254
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03050
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03338
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027829
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031167
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt036683
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt017991
IRS990EZ/LandAndBuildingsGrp/EOYAmt017413
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027829
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031167
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027829
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031167
IRS990EZ/OccupancyRentUtltsAndMaintAmt08608
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt424.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt412000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT NEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEANNA SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANE CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM LAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PENNY DENAULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JANELLE ESPOSITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06500
IRS990EZ/OtherExpensesTotalAmt09674
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt0757
IRS990EZ/ProgramServiceRevenueAmt033633
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTING AWARENESS AND EDUCATION THROUGH ACTIVITIES AND EVENTS FEATURING DISABLED INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033345
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014306
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033345
IRS990EZ/TotalProgramServiceExpensesAmt033345
IRS990EZ/TotalRevenueAmt036683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt058094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0208134
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0208134
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045729
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt058094
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0208134
IRS990ScheduleA/TotalSupportAmt0208134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEPRECIATION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER ASSETS & SUPPLIES 6500. 6500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09417952200
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Excelsior Education & Training Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0204830063
ReturnHeader/Filer/PhoneNum09417952200
ReturnHeader/Filer/USAddress/AddressLine1Txt05718 Manatee Ave W
ReturnHeader/Filer/USAddress/CityNm0Bradenton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brian Palmer CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02937 Bee Ridge Rd Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034239
ReturnHeader/PreparerPersonGrp/PhoneNum09419224744
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN PALMER CPA
ReturnHeader/ReturnTs02015-08-04T11:22:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,167
Liabilities
-
Net assets
$31,167
Revenue
$36,683
Expenses
$33,345
Net income
$3,338
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