Civic Intelligence

Tri-County Excelsior Foundation

990EZ • Fiscal year 2014 • EIN 27-3142930

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
203 East AustinMarshall, TX 75670

(903) 923-9224

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

Asset Growth

32nd percentile

-6.8%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$354,432

Down $25,910 (-6.8%) from 2013

Net Assets

Down

$354,432

Down $25,910 (-6.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$25,910

Up $22,578 (+678%) from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2014

Assets$354,432
Liabilities$0
Net Assets$354,432
Open 2014 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

2014

Revenue-
Expenses$25,910
Net Income-
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

To support needy or distressed children with educational and scientific purposes

Support to needy or distressed children

Program Services

DescriptionGrantsExpenses
TRI COUNTY EXCELSIOR FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE EDUCATIONAL AND SCIENTIFIC PURPOSES--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCY BAXTERPresident-$0--
TISH HUDSONTreasurer-$0--
RUTH ANNE PLEMMONSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Tri County Excelsior Foundation
EIN
27-3142930
Address
203 EAST AUSTIN, MARSHALL, TX 75670

Signing Officer

Name
Marcy Baxter
Title
President
Phone
9039239224
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Julie J Simmons P C
Address
314 S LAFAYETTE ST, Marshall, TX 75670
Preparer
Julie J Simmons CPA
Phone
9039353237
Supplemental Narrative

Additional Explanations

Description of other assets Part II line 24

“Category Beginning of Year End of YearPATENTS 302,000 241,909”

Raw XML Appendix106 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/PersonNm0MARCY BAXTER
IRS990EZ/BooksInCareOfDetail/PhoneNum09039239224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0203 EAST AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARSHALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075670
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112523
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25910
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0517
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0380342
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0354432
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0380342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0354432
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0380342
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0354432
IRS990EZ/OccupancyRentUtltsAndMaintAmt025393
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARCY BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TISH HUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RUTH ANNE PLEMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0302000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0241909
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TO NEEDY OR DISTRESSED CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRI COUNTY EXCELSIOR FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE EDUCATIONAL AND SCIENTIFIC PURPOSES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025910
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Category Beginning of Year End of YearPATENTS 302,000 241,909
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other assets Part II line 24
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCY BAXTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09039239224
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI COUNTY EXCELSIOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRIC
ReturnHeader/Filer/EIN0273142930
ReturnHeader/Filer/USAddress/AddressLine1Txt0203 EAST AUSTIN
ReturnHeader/Filer/USAddress/CityNm0MARSHALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075670
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752678925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JULIE J SIMMONS P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 S LAFAYETTE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marshall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075670
ReturnHeader/PreparerPersonGrp/PhoneNum09039353237
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE J SIMMONS CPA
ReturnHeader/ReturnTs02015-05-15T10:45:23-05:00
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
$354,432
Liabilities
$0
Net assets
$354,432
Revenue
-
Expenses
$25,910
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