Civic Intelligence

Excelsior Foundation C/O Ryan a Walsh LLC

990PF • Fiscal year 2012 • EIN 36-3812346

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 01, 2013

Organization Profile
65 Links Rd33455
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

3rd percentile

-34%

Faster asset growth than 3% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,436,680

Down $730,633 (-34%) from 2011

Net Assets

Down

$1,436,680

Down $730,633 (-34%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$731,731

Up $475,440 (+186%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

2012

Assets$1,436,680
Liabilities$0
Net Assets$1,436,680
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$731,731
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 1, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHAMDEN HALL SCHOOL HAMDEN HALLCIVICPUBLICHAMDEN, CT, US$400,000
Paid GrantJOHN BURROUGHS SCHOOL JOHN BURROUGHS SCHOOLCIVICPUBLICST LOUIS, MO, US$215,000
Paid GrantROOT CAPITAL ROOT CAPITALCIVICPUBLICCAMBRIDGE, MA, US$100,000
Paid GrantLAKE FOREST COLLEGE LAKE FOREST COLLEGECIVICPUBLICLAKE FOREST, IL, US$15,000
Filing and Contact Details

Filer

EIN
36-3812346
Raw XML Appendix294 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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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CIVIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CIVIC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21HAMDEN HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22LAKE FOREST COLLEGE
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IRS990PF/UndistributedIncome/QualifyingDistributions0730578
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0700851
IRS990PF/UndistributedIncome/TotalCorpus01925542
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01224691
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount01086
LegalFeesSchedule/LegalFees/Category0LEGA
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0543
LegalFeesSchedule/LegalFees/NetInvestmentIncome0543
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0610
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0610
SubstantialContributorsSch/SubstantialContributor/PersonName0BARBARA O TAYLOR
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine1065 LINKS ROAD
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine2065 LINKS ROAD
SubstantialContributorsSch/SubstantialContributor/USAddress/City0HOBE SOUND
SubstantialContributorsSch/SubstantialContributor/USAddress/State0FL
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode033455
TaxesSchedule/Taxes/Amount035
TaxesSchedule/Taxes/Category0FLORIDA REGISTRATION
TaxesSchedule/Taxes/DisbursementsCharitablePrps035
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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/DateSigned02013-06-01
ReturnHeader/Officer/Name0ROBERT HAMILTON
ReturnHeader/Officer/Title0SEC.
ReturnHeader/Preparer/DatePrepared02013-06-04
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-04T14:08:35-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,436,680
Liabilities
$0
Net assets
$1,436,680
Revenue
-
Expenses
$731,731
Net income
-
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