Excelsior Foundation

990PF • Fiscal year 2020 • EIN 36-3812346

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

Organization Profile

200 S Wacker Dr Ste 3800Chicago, IL 60606

(312) 650-8625

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-2051%

Higher net margin than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-5.4%

Faster asset growth than 33% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-86%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$99,763

Down $5,685 (-5.4%) from 2019

Net Assets

Down

$99,763

Down $5,685 (-5.4%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin2nd percentile

Revenue

Down

$279

Down $1,659 (-86%) from 2019

Expenses

$6,000

Up $5,896 (+5669%) from 2019

Net Income

Down

-$5,721

Down $7,555 (-412%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2020

Assets$99,763

Liabilities$0

Net Assets$99,763

Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$279

Expenses$6,000

Net Income-$5,721

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Oct 25, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BARBARA O TAYLOR	President	-	$0	-	-
ROBERT HAMILTON	Secretary	-	$0	-	-
JACK TAYLOR	Chariman	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Excelsior Foundation
EIN: 36-3812346
Phone: 3126508625
Address: 200 S WACKER DR STE 3800, CHICAGO, IL 60606

Signing Officer

Name: Robert Hamilton
Title: Secretary
Phone: 3126508625
Signed: 2021-10-25

Preparer

Firm: Blockowicz & Tognocchi Llp
Address: 2525 GROSS POINT RD, EVANSTON, IL 60201-4928
Preparer: David J Blockowicz
Phone: 8478860773

Raw XML Appendix211 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	JACK TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	BARBARA O TAYLOR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LAKE FOREST
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5049
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5049
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	193634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	58687
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	951
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	36
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	OTHER NONTAXABLE RECEIPTS
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT HAMILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3126508625
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EXCELSIOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	EXCE
ReturnHeader/Filer/EIN	0	363812346
ReturnHeader/Filer/PhoneNum	0	3126508625
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	200 S WACKER DR STE 3800
ReturnHeader/Filer/USAddress/CityNm	0	CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	200195759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BLOCKOWICZ & TOGNOCCHI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2525 GROSS POINT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	EVANSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	602014928
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8478860773
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID J BLOCKOWICZ
ReturnHeader/ReturnTs	0	2021-11-23T15:26:35-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HAMILTON
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $99,763
Liabilities: $0
Net assets: $99,763
Revenue: $279
Expenses: $6,000
Net income: -$5,721

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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