Civic Intelligence

Tri-County Excelsior Foundation

990 • Fiscal year 2023 • EIN 27-3142930

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

43rd percentile

2.0%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-28%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,559,243

Up $48,955 (+2.0%) from 2022

Net Assets

Up

$2,559,243

Up $48,955 (+2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin90th percentile

Revenue

Down

$100,105

Down $39,389 (-28%) from 2022

Expenses

Up

$51,150

Up $51,150 from 2022

Net Income

Down

$48,955

Down $90,539 (-65%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$2,559,243
Liabilities$0
Net Assets$2,559,243
Open 2023 Filing

Operations Trend

Revenue Growth13th 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

2023

Revenue$100,105
Expenses$51,150
Net Income$48,955
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$110,188
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$2,510,288$2,559,243▲ $48,955
Savings and Temporary Cash Investments$2,266,659$2,315,614▲ $48,955
Intangible Assets$241,909$241,909→ $0
Cash and Non-Interest-Bearing Accounts$1,720$1,720→ $0
Total Assets$2,510,288$2,559,243▲ $48,955
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,510,288$2,559,243▲ $48,955
Total Liabilities and Net Assets / Fund Balance$2,510,288$2,559,243▲ $48,955
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
$100,105
Other Revenue
$0
Change in Net Assets
$48,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$50,000--$50,000
Fees for Services Accounting$1,150--$1,150
Total Functional Expenses$51,150$0$0$51,150
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
2024-11-06
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 Appendix277 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT NEEDY OR DISTRESSED CHILDREN WITH EDUCATIONAL AND SCIENTIFIC PURPOSES
IRS990/BooksInCareOfDetail/PersonNm0WENDI EVERINGHAM
IRS990/BooksInCareOfDetail/PhoneNum09039239224
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0203 EAST AUSTIN
IRS990/BooksInCareOfDetail/USAddress/CityNm0MARSHALL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075670
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01720
IRS990/CashNonInterestBearingGrp/EOYAmt01720
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0100105
IRS990/CYOtherExpensesAmt051150
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt048955
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt051150
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0100105
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDES SUPPORT TO NEEDY OR DISTRESSED CHILDREN IN HARRISON COUNTY TEXAS WITH EDUCATIONAL AND SCIENTIFIC NEEDS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt051150
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01150
IRS990/FeesForServicesAccountingGrp/TotalAmt01150
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIANNA WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm1BLAIR ABNEY
IRS990/Form990PartVIISectionAGrp/PersonNm2WENDI EVERINGHAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-5356
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04727
IRS990/GrossReceiptsAmt0110188
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt0241909
IRS990/IntangibleAssetsGrp/EOYAmt0241909
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0105461
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0105461
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010083
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT NEEDY OR DISTRESSED CHILDREN WITH EDUCATIONAL AND SCIENTIFIC PURPOSES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02510288
IRS990/NetAssetsOrFundBalancesEOYAmt02559243
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-5356
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5356
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EVENT EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt050000
IRS990/OtherExpensesGrp/TotalAmt050000
IRS990/OtherOrganizationDsc0NONPROFIT CO
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WENDI EVERINGHAM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0139494
IRS990/PYOtherExpensesAmt01150
IRS990/PYRevenuesLessExpensesAmt0138344
IRS990/PYTotalExpensesAmt01150
IRS990/PYTotalRevenueAmt0139494
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt048955
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02510288
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02559243
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02266659
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02315614
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0100105
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0139494
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt090038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt074405
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt078616
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0482658
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0100105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0139494
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt090038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt074405
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt078616
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0482658
IRS990ScheduleA/InvestmentIncomeCYPct01.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0139494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078616
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0482658
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AND REVIEW BY THE BOARD EACH YEAR AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02510288
IRS990/TotalAssetsEOYAmt02559243
IRS990/TotalAssetsGrp/BOYAmt02510288
IRS990/TotalAssetsGrp/EOYAmt02559243
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051150
IRS990/TotalFunctionalExpensesGrp/TotalAmt051150
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02510288
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02559243
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt051150
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100105
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0100105
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02510288
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02559243
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0203 EAST AUSTIN
IRS990/USAddress/CityNm0MARSHALL
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075670
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDI EVERINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09039239224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE J SIMMONS CPA
ReturnHeader/ReturnTs02024-11-13T14:39:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,559,243
Liabilities
$0
Net assets
$2,559,243
Revenue
$100,105
Expenses
$51,150
Net income
$48,955
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