Civic Intelligence

Exceed Enterprises Inc.

990 • Fiscal year 2023 • EIN 23-7017274

Jul 01, 2022 to Jun 30, 2023 • Filed on Jun 27, 2024

Organization Profileexceedpdx.com

View Organization Page

5285 SE Mallard WayMilwaukie, OR 97222

(503) 652-9036

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.15x

Higher debt load relative to assets than 53% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.08x

Higher debt load relative to revenue than 33% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

49th percentile

3.5%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$93,087

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

56th percentile

7.8%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

6.8%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$3,719,116

Up $269,108 (+7.8%) from 2022

Net Assets

Up

$3,162,447

Up $289,583 (+10%) from 2022

Liabilities

Down

$556,669

Down $20,475 (-3.5%) from 2022

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin49th percentile

Revenue

Up

$6,770,998

Up $429,726 (+6.8%) from 2022

Expenses

Up

$6,531,326

Up $691,394 (+12%) from 2022

Net Income

Down

$239,672

Down $261,668 (-52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $2,842,603Liabilities 2015: $357,449Net Assets 2015: $2,485,1542015Assets 2017: $3,202,759Liabilities 2017: $655,490Net Assets 2017: $2,547,2692017Assets 2018: $3,314,053Liabilities 2018: $523,865Net Assets 2018: $2,790,1882018Assets 2019: $3,239,584Liabilities 2019: $604,916Net Assets 2019: $2,634,6682019Assets 2020: $3,808,239Liabilities 2020: $1,544,888Net Assets 2020: $2,263,3512020Assets 2021: $4,142,309Liabilities 2021: $1,329,249Net Assets 2021: $2,813,0602021Assets 2022: $3,450,008Liabilities 2022: $577,144Net Assets 2022: $2,872,8642022Assets 2023: $3,719,116Liabilities 2023: $556,669Net Assets 2023: $3,162,4472023Assets 2024: $3,427,421Liabilities 2024: $382,556Net Assets 2024: $3,044,8652024

Highlighted filing

2023

Assets$3,719,116
Liabilities$556,669
Net Assets$3,162,447
Open 2023 Filing

Operations Trend

Revenue Growth51st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $3,892,223Expenses 2015: $3,584,615Net Income 2015: $307,6082015Revenue 2017: $5,619,826Expenses 2017: $5,411,328Net Income 2017: $208,4982017Revenue 2018: $5,958,315Expenses 2018: $5,737,166Net Income 2018: $221,1492018Revenue 2019: $6,000,266Expenses 2019: $6,182,032Net Income 2019: -$181,7662019Revenue 2020: $5,394,345Expenses 2020: $5,677,984Net Income 2020: -$283,6392020Revenue 2021: $5,106,679Expenses 2021: $4,520,628Net Income 2021: $586,0512021Revenue 2022: $6,341,272Expenses 2022: $5,839,932Net Income 2022: $501,3402022Revenue 2023: $6,770,998Expenses 2023: $6,531,326Net Income 2023: $239,6722023Revenue 2024: $6,632,663Expenses 2024: $6,819,667Net Income 2024: -$187,0042024

Highlighted filing

2023

Revenue$6,770,998
Expenses$6,531,326
Net Income$239,672
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 27, 2024
Return Version
2022v5.0
Gross Receipts
$6,770,998
Mission and Program Overview

Mission

We believe in possibility. Our well-managed work teams are a competitive solution for companies with changing models of employment. We connect individuals to fulfilling work and play in their communities. We have answers for people of all abilities.

Invest in the success of persons with disabilities through the creation of service and business ventures that return both social and economic dividends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,177,391$1,095,649▼ $81,742
Investments in Publicly Traded Securities$929,860$996,363▲ $66,503
Cash and Non-Interest-Bearing Accounts$817,148$912,815▲ $95,667
Accounts Receivable$436,748$621,245▲ $184,497
Inventories for Sale or Use$68,953$71,479▲ $2,526
Prepaid Expenses and Deferred Charges$19,908$21,565▲ $1,657
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$3,450,008$3,719,116▲ $269,108
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$372,644$392,169▲ $19,525
Mortgage Notes Payable Secured by Investment Property$204,500$164,500▼ $40,000
Total Liabilities$577,144$556,669▼ $20,475
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,222,519$2,532,447▲ $309,928
Net Assets With Donor Restrictions$650,345$630,000▼ $20,345
Total Net Assets Fund Balance$2,872,864$3,162,447▲ $289,583
Total Liabilities and Net Assets / Fund Balance$3,450,008$3,719,116▲ $269,108

Asset Categories

AssetBook ValueDepreciationBasis
Land$217,841-$217,841
Buildings$660,775$1,550,436-
Other Land Buildings$61,914$447,908-
Equipment$155,119$222,897-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$366,584-▲ $30,162-$396,746
2021$427,836-▼ $61,252-$366,584
2020$331,733-▲ $96,103-$427,836
2019$332,925-▼ $1,192-$331,733
2018$314,553-▲ $18,372-$332,925
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles BevilacquaCFOFT$90,006$3,081$93,087
Nadja SailesmanChief ExcutiveFT$49,677$4,258$53,935

Board Members and Trustees

NameTitle
Aaron GoffPresident
Judy PowellVice President
Helen SiegfriedBoard Member
Joselyn BigelowBoard Member
Scott HatleyBoard Member
Sally WoodcockBoard Memeber
Tim WoodBoard Memeber
Jason JonesSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$220,143
Program Service Revenue
$6,494,475
Investment Income
$24,640
Other Revenue
$31,740
All Other Contributions
$220,143
Change in Net Assets
$239,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,911,567
Other Expenses$1,619,759
Total Fundraising Expense$143,549
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,252,013$434,115$42,661$3,728,789
Other Employee Benefits$405,784$76,568-$482,352
Payroll Taxes$367,629$65,225$18,040$450,894
Occupancy$90,694$176,322-$267,016
Current Officers, Directors, Trustees, and Key Employees$73,024$146,695$29,813$249,532
All Other Expenses$93,026$104,938$32,127$230,091
Depreciation Depletion$80,586$52,884-$133,470
Other Expenses$68,432$5,301$20,908$73,733
Office Expenses$28,401$2,492-$30,893
Fees for Services Other$4,700$24,674-$29,374
Interest-$15,257-$15,257
Advertising$3,335$10,543-$13,878
Total Functional Expenses$5,029,486$1,358,291$143,549$6,531,326
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 was reviewed by a board member before it was filed.”

Form 990, Part VI, Section B, Line 12C

“Monitored and enforced by the board of directors and the executive director.”

Form 990, Part VI, Section B, Line 15A

“Executive director's compensation is reviewed and approved annually by the board of directors.”

Form 990, Part VI, Section B, Line 15B

“Executive director's compensation is reviewed and approved annually by the board of directors.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Exceed Enterprises Inc
EIN
23-7017274
Phone
5036529036
Address
5285 SE MALLARD WAY, MILWAUKIE, OR 97222

Signing Officer

Name
Nadja Sailesman
Title
Chief Executive
Signed
2024-06-27
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
174
Volunteers
8

Preparer

Firm
Mark Schwing CPA PC
Address
9725 SW Beaverton-Hillsdale Hwy Sui, Beaverton, OR 97005
Preparer
Mark Schwing CPA
Phone
5035744511
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The donor of the endowment fund has permitted the investment income earned to be available for distribution in order that exceed may serve people with disabilities. However, the donor stipulated that the principal of the fund will not be used unless there is a serious emergency threatening the existence of exceed.”

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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,719,116
Liabilities
$556,669
Net assets
$3,162,447
Revenue
$6,770,998
Expenses
$6,531,326
Net income
$239,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.38$3.04$6.63$6.82$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.72$0.56$3.16$6.77$6.53$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.58$2.87$6.34$5.84$0.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$1.33$2.81$5.11$4.52$0.59
2020Detailed filing. Detailed filing data is available for this year.$3.81$1.54$2.26$5.39$5.68$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.60$2.63$6.00$6.18$0.18
2018Detailed filing. Detailed filing data is available for this year.$3.31$0.52$2.79$5.96$5.74$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.66$2.55$5.62$5.41$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.36$2.49$3.89$3.58$0.31