Civic Intelligence

Tri-County Excelsior Foundation

990EZ • Fiscal year 2011 • EIN 27-3142930

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 29, 2012

Organization Profile
109 East Houston75670
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

48th percentile

-0.5%

Faster asset growth than 48% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$418,096

Down $2,029 (-0.5%) from 2010

Net Assets

Down

$418,096

Down $2,029 (-0.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,029

Down $29,846 (-94%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $420,125Liabilities 2010: $0Net Assets 2010: $420,1252010Assets 2011: $418,096Liabilities 2011: $0Net Assets 2011: $418,0962011Assets 2012: $383,674Liabilities 2012: $0Net Assets 2012: $383,6742012Assets 2013: $380,342Liabilities 2013: $0Net Assets 2013: $380,3422013Assets 2014: $354,432Liabilities 2014: $0Net Assets 2014: $354,4322014Assets 2015: $2,134,211Liabilities 2015: $0Net Assets 2015: $2,134,2112015Assets 2016: $2,141,932Liabilities 2016: $0Net Assets 2016: $2,141,9322016Assets 2017: $2,151,184Liabilities 2017: $0Net Assets 2017: $2,151,1842017Assets 2018: $2,131,095Liabilities 2018: $0Net Assets 2018: $2,131,0952018Assets 2019: $2,208,561Liabilities 2019: $0Net Assets 2019: $2,208,5612019Assets 2020: $2,281,806Liabilities 2020: $0Net Assets 2020: $2,281,8062020Assets 2021: $2,370,794Liabilities 2021: $0Net Assets 2021: $2,370,7942021Assets 2022: $2,510,288Liabilities 2022: $0Net Assets 2022: $2,510,2882022Assets 2023: $2,559,243Liabilities 2023: $0Net Assets 2023: $2,559,2432023Assets 2024: $2,608,363Liabilities 2024: $0Net Assets 2024: $2,608,3632024

Highlighted filing

2011

Assets$418,096
Liabilities$0
Net Assets$418,096
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $31,8752010Expenses 2011: $2,0292011Expenses 2012: $34,4222012Expenses 2013: $3,3322013Expenses 2014: $25,9102014Revenue 2015: $1,830,049Expenses 2015: $50,270Net Income 2015: $1,779,7792015Revenue 2016: $66,447Expenses 2016: $58,726Net Income 2016: $7,7212016Revenue 2017: $75,333Expenses 2017: $66,081Net Income 2017: $9,2522017Revenue 2018: $65,851Expenses 2018: $85,940Net Income 2018: -$20,0892018Revenue 2019: $78,616Expenses 2019: $1,150Net Income 2019: $77,4662019Revenue 2020: $74,405Expenses 2020: $1,160Net Income 2020: $73,2452020Revenue 2021: $90,038Expenses 2021: $1,050Net Income 2021: $88,9882021Revenue 2022: $139,494Expenses 2022: $0Net Income 2022: $139,4942022Revenue 2023: $100,105Expenses 2023: $51,150Net Income 2023: $48,9552023Revenue 2024: $101,570Expenses 2024: $52,450Net Income 2024: $49,1202024

Highlighted filing

2011

Revenue-
Expenses$2,029
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 29, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To support needy or distressed children with educational and scientific purposes

Filing and Contact Details

Filer

EIN
27-3142930
Raw XML Appendix119 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0118125
IRS990EZ/CashSavingsAndInvestments/EOY0116096
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-2029
IRS990EZ/FeesAndOthPymtToIndContractors01594
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0420125
IRS990EZ/NetAssetsOrFundBalancesBOY0420125
IRS990EZ/NetAssetsOrFundBalances/EOY0418096
IRS990EZ/NetAssetsOrFundBalancesEOY0418096
IRS990EZ/OccupancyRentUtilitiesAndMaint0435
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10109 EAST HOUSTON ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11109 EAST HOUSTON ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12109 EAST HOUSTON ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0MARSHALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1MARSHALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2MARSHALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode075670
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode175670
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode275670
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition04
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MARCY ROTH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1TISH HUDSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2RUTH ANNE PLEMMONS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY0302000
IRS990EZ/OtherAssetsTotal/EOY0302000
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0SUPPORT TO NEEDY OR DISTRESSED CHILDREN
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TRI COUNTY EXCELSIOR FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE EDUCATIONAL AND SCIENTIFIC PURPOSES
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10109 EAST HOUSTON ST
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MARSHALL
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode075670
IRS990EZ/TheBooksAreInCareOf/NamePerson0MARCY ROTH
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09039239224
IRS990EZ/TotalAssets/BOY0420125
IRS990EZ/TotalAssets/EOY0418096
IRS990EZ/TotalExpenses02029
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleO/GeneralExplanation/Explanation0BEGINNING CATEGORY OF YEAR END OF YEAR PATENTS 302000 302000
IRS990ScheduleO/GeneralExplanation/Identifier001. Description of other assets (Part II, line 24)
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0273142930
ReturnHeader/Filer/Name/BusinessNameLine10TRI COUNTY EXCELSIOR FOUNDATION
ReturnHeader/Filer/NameControl0TRIC
ReturnHeader/Filer/USAddress/AddressLine10109 EAST HOUSTON
ReturnHeader/Filer/USAddress/City0MARSHALL
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075670
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-29
ReturnHeader/Officer/Name0MARCY ROTH
ReturnHeader/Officer/Phone09039239224
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-09-06
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ABNEY SIMMONS AND CO PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1496 215 EAST AUSTIN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MARSHALL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0756711496
ReturnHeader/Preparer/Name0JULIE J SIMMONS CPA
ReturnHeader/Preparer/Phone09039389255
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-06T11:08:36-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$418,096
Liabilities
$0
Net assets
$418,096
Revenue
-
Expenses
$2,029
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.10$0.05$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.10$0.05$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.14$0.00$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.09$0.00$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.07$0.00$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.08$0.00$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.83$0.05$1.78
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.03