Civic Intelligence

Tri-County Excelsior Foundation

990 • Fiscal year 2022 • EIN 27-3142930

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

60th percentile

5.9%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

55%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,510,288

Up $139,494 (+5.9%) from 2021

Net Assets

Up

$2,510,288

Up $139,494 (+5.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Up

$139,494

Up $49,456 (+55%) from 2021

Expenses

Down

$0

Down $1,050 (-100%) from 2021

Net Income

Up

$139,494

Up $50,506 (+57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2022

Assets$2,510,288
Liabilities$0
Net Assets$2,510,288
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

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

2022

Revenue$139,494
Expenses$0
Net Income$139,494
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$241,710
Mission and Program Overview

Mission

To support needy or distressed children with educational and scientific purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,370,794$2,510,288▲ $139,494
Savings and Temporary Cash Investments$2,127,165$2,266,659▲ $139,494
Intangible Assets$241,909$241,909→ $0
Cash and Non-Interest-Bearing Accounts$1,720$1,720→ $0
Total Assets$2,370,794$2,510,288▲ $139,494
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,370,794$2,510,288▲ $139,494
Total Liabilities and Net Assets / Fund Balance$2,370,794$2,510,288▲ $139,494
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Wendi EveringhamPresident
Marianna WalkerSecretary
Blair AbneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$139,494
Other Revenue
$0
Change in Net Assets
$139,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Form 990 is available for public inspection and review by the board each year at the annual meeting.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available for public inspection upon request to the board of directors.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Wendi Everingham
Title
President
Phone
9039239224
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendi Everingham
Formed
2010
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Firm
Julie J Simmons P C
Address
314 S LAFAYETTE ST, Marshall, TX 75670
Preparer
Julie J Simmons CPA
Phone
9039353237
Raw XML Appendix275 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/PreparerFirmGrp/PreparerUSAddress/ZIPCd075670
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-10
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ReturnHeader/ReturnTs02023-11-10T10:15:48-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EVERINGHAM
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,510,288
Liabilities
$0
Net assets
$2,510,288
Revenue
$139,494
Expenses
$0
Net income
$139,494
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