Civic Intelligence

Excelsior Foundation

EIN 36-3812346 • Norwich, VT

519 Hawk Pine RdNorwich, VT 05055
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

64th percentile

4.2%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

88th percentile

69%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$109,765

Up $4,690 (+4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$109,765

Up $4,690 (+4.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$5,449

Up $909 (+20%) from 2023

Expenses

Up

$1,772

Up $1,202 (+211%) from 2023

Net Income

Down

$3,677

Down $293 (-7.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,423,032Liabilities 2010: $0Net Assets 2010: $2,423,0322010Assets 2011: $2,167,313Liabilities 2011: $0Net Assets 2011: $2,167,3132011Assets 2012: $1,436,680Liabilities 2012: $0Net Assets 2012: $1,436,6802012Assets 2013: $1,279,257Liabilities 2013: $0Net Assets 2013: $1,279,2572013Assets 2014: $357,117Liabilities 2014: $0Net Assets 2014: $357,1172014Assets 2015: $333,322Liabilities 2015: $0Net Assets 2015: $333,3222015Assets 2016: $260,894Liabilities 2016: $0Net Assets 2016: $260,8942016Assets 2017: $103,898Liabilities 2017: $0Net Assets 2017: $103,8982017Assets 2018: $103,614Liabilities 2018: $0Net Assets 2018: $103,6142018Assets 2019: $105,448Liabilities 2019: $0Net Assets 2019: $105,4482019Assets 2020: $99,763Liabilities 2020: $0Net Assets 2020: $99,7632020Assets 2021: $99,773Liabilities 2021: $0Net Assets 2021: $99,7732021Assets 2022: $101,105Liabilities 2022: $0Net Assets 2022: $101,1052022Assets 2023: $105,075Liabilities 2023: $0Net Assets 2023: $105,0752023Assets 2024: $109,765Liabilities 2024: $0Net Assets 2024: $109,7652024

Highlighted filing

2024

Assets$109,765
Liabilities$0
Net Assets$109,765
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $49,2592010Expenses 2011: $256,2912011Expenses 2012: $731,7312012Revenue 2013: $11,750Expenses 2013: $169,173Net Income 2013: -$157,4232013Revenue 2014: $45,559Expenses 2014: $1,035,787Net Income 2014: -$990,2282014Revenue 2015: $12,173Expenses 2015: $47,309Net Income 2015: -$35,1362015Revenue 2016: $1,576Expenses 2016: $74,223Net Income 2016: -$72,6472016Revenue 2017: $1,069Expenses 2017: $200,644Net Income 2017: -$199,5752017Revenue 2018: $29,578Expenses 2018: $25,104Net Income 2018: $4,4742018Revenue 2019: $1,938Expenses 2019: $104Net Income 2019: $1,8342019Revenue 2020: $279Expenses 2020: $6,000Net Income 2020: -$5,7212020Revenue 2021: $10Expenses 2021: $0Net Income 2021: $102021Revenue 2022: $1,912Expenses 2022: $580Net Income 2022: $1,3322022Revenue 2023: $4,540Expenses 2023: $570Net Income 2023: $3,9702023Revenue 2024: $5,449Expenses 2024: $1,772Net Income 2024: $3,6772024

Highlighted filing

2024

Revenue$5,449
Expenses$1,772
Net Income$3,677
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,765
Liabilities
$0
Net assets
$109,765
Revenue
$5,449
Expenses
$1,772
Net income
$3,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.03$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.20$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.05$1.04$0.99
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.01$0.17$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.73
2011Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.26
2010Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA O TAYLORPresident-$0--
RYAN WALSHSecretary-$0--
JACK TAYLORChairman-$0--
Filing and Contact Details

Filer

Filer Name
Excelsior Foundation
EIN
36-3812346
Phone
6032527771
Address
519 HAWK PINE RD, NORWICH, VT 05055

Signing Officer

Name
Jack Taylor
Title
Chairman
Phone
8026491932
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
David Blockowicz & Assoc Pc
Address
2525 GROSS POINT RD, EVANSTON, IL 60201-4928
Preparer
David Blockowicz
Phone
8474774604
Raw XML Appendix207 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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