Civic Intelligence

Excel Institute Inc

990 • Fiscal year 2016 • EIN 36-4579419

Jul 01, 2015 to Jun 30, 2016 • Filed on May 22, 2017

Organization Profile
3050 Richard Allen CourtDenver, CO 80205

(303) 355-0667

Siviq Scores

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

Liabilities / Assets

75th percentile

0.27x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.07x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

32nd percentile

-3.4%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$52,800

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

13th percentile

-13%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$145,815

Down $21,893 (-13%) from 2015

Net Assets

Down

$106,386

Down $18,630 (-15%) from 2015

Liabilities

Down

$39,429

Down $3,263 (-7.6%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin32nd percentile

Revenue

Down

$543,745

Down $69,044 (-11%) from 2015

Expenses

Down

$562,375

Down $81,468 (-13%) from 2015

Net Income

Up

-$18,630

Up $12,424 (+40%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$600K$400K$200K$0Assets 2012: $521,065Liabilities 2012: $45,010Net Assets 2012: $476,0552012Assets 2013: $357,769Liabilities 2013: $40,003Net Assets 2013: $317,7662013Assets 2014: $181,882Liabilities 2014: $25,812Net Assets 2014: $156,0702014Assets 2015: $167,708Liabilities 2015: $42,692Net Assets 2015: $125,0162015Assets 2016: $145,815Liabilities 2016: $39,429Net Assets 2016: $106,3862016Assets 2017: $138,116Liabilities 2017: $37,662Net Assets 2017: $100,4542017

Highlighted filing

2016

Assets$145,815
Liabilities$39,429
Net Assets$106,386
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $1,064,4922012Expenses 2013: $990,8582013Revenue 2014: $704,875Expenses 2014: $866,571Net Income 2014: -$161,6962014Revenue 2015: $612,789Expenses 2015: $643,843Net Income 2015: -$31,0542015Revenue 2016: $543,745Expenses 2016: $562,375Net Income 2016: -$18,6302016Revenue 2017: $491,247Expenses 2017: $497,179Net Income 2017: -$5,9322017

Highlighted filing

2016

Revenue$543,745
Expenses$562,375
Net Income-$18,630
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 22, 2017
Return Version
2015v3.0
Gross Receipts
$543,745
Mission and Program Overview

Mission

To provide education to kindergarten through 8th grade students

To provide quality private school education to inner city students in kindergarten through eigth grade in a rich learning environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$137,044$126,408▼ $10,636
Accounts Receivable$19,490$19,490→ $0
Prepaid Expenses and Deferred Charges$375$375→ $0
Savings and Temporary Cash Investments$50$287▲ $237
Cash and Non-Interest-Bearing Accounts$10,749$-745▼ $11,494
Total Assets$167,708$145,815▼ $21,893
Liabilities
Accounts Payable and Accrued Expenses$42,692$39,429▼ $3,263
Total Liabilities$42,692$39,429▼ $3,263
Net Assets / Fund Balance
Unrestricted Net Assets$125,016$106,386▼ $18,630
Total Net Assets Fund Balance$125,016$106,386▼ $18,630
Total Liabilities and Net Assets / Fund Balance$167,708$145,815▼ $21,893

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,019$334,107$337,126
Other Land Buildings-$14,890$14,890
Leasehold Improvements$123,389$80,131-
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Vivian WilsonAdministratorFT$52,800$52,800

Board Members and Trustees

NameTitle
Charles JohnsonChairperson
Carmen HicksBoard Member
Combus J ChapmanBoard Member
Carolyn ReynoldsSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$371,571
Program Service Revenue
$172,173
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$-18,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$384,182
Other Expenses$178,193
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$262,579$55,800-$318,379
Current Officers, Directors, Trustees, and Key Employees-$52,800-$52,800
Occupancy$37,563--$37,563
Office Expenses$34,416$838-$35,254
Depreciation Depletion$19,537--$19,537
Other Expenses$16,476--$16,476
Other Employee Benefits$7,136$3,164-$10,300
Insurance$6,180--$6,180
Travel$4,351--$4,351
Fees for Services Accounting-$3,657-$3,657
Payroll Taxes$1,865$838-$2,703
Interest$2,591--$2,591
All Other Expenses$2,428--$2,428
Advertising-$1,521-$1,521
Fees for Services Legal-$1,252-$1,252
Total Functional Expenses$442,505$119,870$0$562,375
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Excel Institute Inc
EIN
36-4579419
Address
3050 Richard Allen Court, Denver, CO 80205

Signing Officer

Name
Vivian Wilson
Title
Administrator
Signed
2017-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vivian Wilson
Formed
2005
Legal Domicile
Co
Voting Board Members
4
Independent Board Members
0
Employees
12

Preparer

Firm
Roy Willis Gentry CPA Inc
Address
1600 Downing St Ste 770, Denver, CO 80218
Preparer
Roy W Gentry
Phone
3038306976
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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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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0119870
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0442505
IRS990/TotalFunctionalExpensesGrp/TotalAmt0562375
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042692
IRS990/TotalLiabilitiesEOYAmt039429
IRS990/TotalLiabilitiesGrp/BOYAmt042692
IRS990/TotalLiabilitiesGrp/EOYAmt039429
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0125016
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0106386
IRS990/TotalProgramServiceExpensesAmt0442505
IRS990/TotalProgramServiceRevenueAmt0172173
IRS990/TotalReportableCompFromOrgAmt052800
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0543745
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0167708
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0145815
IRS990/TravelGrp/ProgramServicesAmt04351
IRS990/TravelGrp/TotalAmt04351
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0125016
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0106386
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05900 E 39th Avenue
IRS990/USAddress/CityNm0Denver
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080207
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vivian Wilson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrator
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Excel Institute Inc
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0364579419
ReturnHeader/Filer/USAddress/AddressLine1Txt03050 Richard Allen Court
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roy Willis Gentry CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 Downing St Ste 770
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080218
ReturnHeader/PreparerPersonGrp/PhoneNum03038306976
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roy W Gentry
ReturnHeader/ReturnTs02017-05-22T11:10:45-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,815
Liabilities
$39,429
Net assets
$106,386
Revenue
$543,745
Expenses
$562,375
Net income
-$18,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.04$0.10$0.49$0.50$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.04$0.11$0.54$0.56$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.04$0.13$0.61$0.64$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.03$0.16$0.70$0.87$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.04$0.32$0.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.05$0.48$1.06