Civic Intelligence

Excelsior Foundation

990PF • Fiscal year 2011 • EIN 36-3812346

Jan 01, 2011 to Dec 31, 2011 • Filed on May 13, 2012

65 Links Rd33455
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,167,313

Down $255,719 (-11%) from 2010

Net Assets

Down

$2,167,313

Down $255,719 (-11%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$256,291

Up $207,032 (+420%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$2,167,313
Liabilities$0
Net Assets$2,167,313

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$256,291
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 13, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA O TAYLORPresident-$0--
ROBERT HAMILTONSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHAMDEN HALL SCHOOLCIVICPUBLICHAMDEN, CT, US$200,000
Paid GrantJOHN BURROUGHS SCHOOLCIVICPUBLICST LOUIS, MO, US$25,000
Paid GrantLAKE FOREST COLLEGECIVICPUBLICLAKE FOREST, IL, US$15,000
Paid GrantSCHOOL OF EDUCATION NORTHWESTERN UCIVICPUBLICEVANSTON, IL, US$10,000
Paid GrantPHI DELTA KAPPACIVICPUBLICBLOOMINGTON, IN, US$3,250
Filing and Contact Details

Filer

EIN
36-3812346
Raw XML Appendix260 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
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01120
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CompensationExplanation/Compensation/PersonName1ROBERT HAMILTON
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0572
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0572
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0572
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01120
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0572
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0572
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0256291
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0572
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0572
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0114759
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0114759
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0114759
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0114759
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02295173
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BARBARA O TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT HAMILTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CHICAGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode033455
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0260865
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.113658
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.013568
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.203141
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.229071
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.090546
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.031965
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0253250
IRS990PF/QualifyingDistributions/ExpensesAndContributions0253250
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BARBARA O TAYLOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07725466262
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HOBE SOUND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode033455
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NA
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2200000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount415000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10JOHN BURROUGHS SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11PHI DELTA KAPPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12HAMDEN HALL SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SCHOOL OF EDUCATION NORTHWESTERN U
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14LAKE FOREST COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20JOHN BURROUGHS SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21PHI DELTA KAPPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22HAMDEN HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine23NORTHWEST UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine24LAKE FOREST COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20755 S PRICE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21PO BOX 7888
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine221108 WHITNEY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine23633 CLARK ST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ST LOUIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BLOOMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2HAMDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3EVANSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/ExcessFromYear20351265
IRS990PF/UndistributedIncome/ExcessFromYear30570596
IRS990PF/UndistributedIncome/ExcessFromYear40164339
IRS990PF/UndistributedIncome/QualifyingDistributions0253250
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0138491
IRS990PF/UndistributedIncome/TotalCorpus01224691
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01086200
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
TaxesSchedule/Taxes/Amount01921
TaxesSchedule/Taxes/Category02010 FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0363812346
ReturnHeader/Filer/Name/BusinessNameLine10EXCELSIOR FOUNDATION
ReturnHeader/Filer/NameControl0EXCE
ReturnHeader/Filer/USAddress/AddressLine1065 LINKS RD
ReturnHeader/Filer/USAddress/City0HOBE SOUND
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033455
ReturnHeader/Officer/DateSigned02012-05-13
ReturnHeader/Officer/Name0BARBARA O TAYLOR
ReturnHeader/Officer/Title0PRES
ReturnHeader/Preparer/DatePrepared02012-05-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BLOCKOWICZ & TOGNOCCHI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101701 E LAKE AVE STE 480
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GLENVIEW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060025
ReturnHeader/Preparer/Name0DAVID J BLOCKOWICZ
ReturnHeader/Preparer/Phone08479986675
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-15T16:29:39-05:00

Document Assets

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Filings

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