Civic Intelligence

Excelen Center for Bone & Joint Research and Education

990 • Fiscal year 2014 • EIN 41-1734062

Jan 01, 2014 to Dec 31, 2014 • Filed on May 26, 2015

Organization ProfileWWW.EXCELEN.ORG

View Organization Page

700 10th Avenue SouthMinneapolis, MN 55415

(612) 347-0912

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.49x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

1.70x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

34th percentile

-0.7%

Higher net margin than 34% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

66th percentile

$157,497

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

42nd percentile

0.8%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$5,018,054

Up $37,818 (+0.8%) from 2013

Net Assets

Down

$2,555,624

Down $10,548 (-0.4%) from 2013

Liabilities

Up

$2,462,430

Up $48,366 (+2.0%) from 2013

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin34th percentile

Revenue

Up

$1,449,783

Up $248,053 (+21%) from 2013

Expenses

Down

$1,460,331

Down $49,399 (-3.3%) from 2013

Net Income

Up

-$10,548

Up $297,452 (+97%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,207,951Liabilities 2011: $2,275,199Net Assets 2011: $2,932,7522011Assets 2012: $5,034,981Liabilities 2012: $2,160,809Net Assets 2012: $2,874,1722012Assets 2013: $4,980,236Liabilities 2013: $2,414,064Net Assets 2013: $2,566,1722013Assets 2014: $5,018,054Liabilities 2014: $2,462,430Net Assets 2014: $2,555,6242014Assets 2015: $5,001,977Liabilities 2015: $2,432,437Net Assets 2015: $2,569,5402015Assets 2016: $4,722,239Liabilities 2016: $2,345,174Net Assets 2016: $2,377,0652016Assets 2017: $4,526,264Liabilities 2017: $2,448,688Net Assets 2017: $2,077,5762017Assets 2018: $4,425,447Liabilities 2018: $2,527,243Net Assets 2018: $1,898,2042018Assets 2019: $4,161,378Liabilities 2019: $2,339,011Net Assets 2019: $1,822,3672019Assets 2020: $4,025,037Liabilities 2020: $2,159,368Net Assets 2020: $1,865,6692020Assets 2021: $3,941,035Liabilities 2021: $1,955,721Net Assets 2021: $1,985,3142021Assets 2022: $3,356,122Liabilities 2022: $1,816,955Net Assets 2022: $1,539,1672022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$5,018,054
Liabilities$2,462,430
Net Assets$2,555,624
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,415,954Expenses 2011: $1,513,982Net Income 2011: -$98,0282011Expenses 2012: $1,292,6142012Revenue 2013: $1,201,730Expenses 2013: $1,509,730Net Income 2013: -$308,0002013Revenue 2014: $1,449,783Expenses 2014: $1,460,331Net Income 2014: -$10,5482014Revenue 2015: $1,961,504Expenses 2015: $1,951,820Net Income 2015: $9,6842015Revenue 2016: $1,522,750Expenses 2016: $1,715,225Net Income 2016: -$192,4752016Revenue 2017: $1,378,999Expenses 2017: $1,678,488Net Income 2017: -$299,4892017Revenue 2018: $1,562,352Expenses 2018: $1,741,724Net Income 2018: -$179,3722018Revenue 2019: $1,652,740Expenses 2019: $1,728,577Net Income 2019: -$75,8372019Revenue 2020: $1,269,010Expenses 2020: $1,225,708Net Income 2020: $43,3022020Revenue 2021: $964,738Expenses 2021: $845,093Net Income 2021: $119,6452021Revenue 2022: $401,953Expenses 2022: $848,100Net Income 2022: -$446,1472022Revenue 2023: -$617,701Expenses 2023: $921,466Net Income 2023: -$1,539,1672023

Highlighted filing

2014

Revenue$1,449,783
Expenses$1,460,331
Net Income-$10,548
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 26, 2015
Return Version
2014v5.0
Gross Receipts
$1,449,783
Mission and Program Overview

Mission

Applied and basic research on orthopedic issues such as joint replacement, infection, and implantable devices. Research leads to publication of scientific papers and presentations at conferences and training sessions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,592,219$4,627,419▲ $35,200
Cash and Non-Interest-Bearing Accounts$139,204$188,943▲ $49,739
Accounts Receivable$176,204$134,973▼ $41,231
Intangible Assets$61,488$55,598▼ $5,890
Prepaid Expenses and Deferred Charges$11,121$11,121→ $0
Total Assets$4,980,236$5,018,054▲ $37,818
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,982,601$2,142,080▲ $159,479
Accounts Payable and Accrued Expenses$431,463$320,350▼ $111,113
Total Liabilities$2,414,064$2,462,430▲ $48,366
Net Assets / Fund Balance
Unrestricted Net Assets$2,566,172$2,555,624▼ $10,548
Total Net Assets Fund Balance$2,566,172$2,555,624▼ $10,548
Total Liabilities and Net Assets / Fund Balance$4,980,236$5,018,054▲ $37,818

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,128,620$554,252$3,682,872
Equipment$108,805$1,113,045$1,221,850
Land$1,070,000-$1,070,000
Leasehold Improvements$319,994$115,440$435,434
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Timothy S MowbrayCEO/residentFT$157,497$157,497

Board Members and Trustees

NameTitle
Peter Delange MbaBoard Chair
Rich Jansen Pharm DVice Chair
David DurenbergerDirector
Robert ShermanDirector
Jennifer MarroneSecretary
Patrice H KlossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,000
Program Service Revenue
$1,346,783
Investment Income
$0
Other Revenue
$0
All Other Contributions
$103,000
Change in Net Assets
$-10,548

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,449,783
Total Revenue per Audited Statements
$1,449,783
Total Revenue per Form 990
$1,449,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$940,782
Salaries, Compensation, and Employee Benefits$519,549
Total Fundraising Expense$30,723
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$362,704$27,711$24,538$414,953
Depreciation Depletion$183,621$61,207-$244,828
Payroll Taxes$91,426$6,985$6,185$104,596
Interest-$78,341-$78,341
All Other Expenses$16,050$48,209-$64,259
Other Expenses$50,661$5,629-$56,290
Travel$20,672$5,168-$25,840
Insurance$13,457$4,486-$17,943
Total Functional Expenses$1,151,805$277,803$30,723$1,460,331

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,460,331
Total Expenses per Audited Statements$1,460,331
Total Expenses per Form 990$1,460,331
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patrice H KlossDirectorLegal ExpensesNo$5,817
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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, Page 6, Part VI, Line 11B

“A copy of this return is given to the executive committee for review. After the return has been reviewed and approved it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The policy is reviewed by the executive committee”

Form 990, Page 6, Part VI, Line 15A

“OUTSIDE CONSULTING FIRM”

Form 990, Page 6, Part VI, Line 19

“Public disclosure takes place through declarations made in other grants, nih, dod,etc.”

Filing and Contact Details

Filer

Filer Name
Excelen
EIN
41-1734062
Phone
6123470912
Address
700 10TH AVENUE SOUTH, MINNEAPOLIS, MN 55415

Signing Officer

Name
Tim Mowbray
Title
CEO/president
Phone
6123470912
Signed
2015-05-26
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
10

Preparer

Firm
Hinrichs & Associates Ltd
Address
1000 SHELARD PARKWAY SUITE 110, MINNEAPOLIS, MN 55426
Preparer
Anthony J Hinrichs
Phone
9525428010
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Orthopedic research and educational training of orthopedic resident physicians”

Raw XML Appendix374 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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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0554252
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03682872
IRS990ScheduleD/EquipmentGrp/BookValueAmt0108805
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01113045
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01221850
IRS990ScheduleD/ExpensesSubtotalAmt01460331
IRS990ScheduleD/LandGrp/BookValueAmt01070000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01070000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0319994
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0115440
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0435434
IRS990ScheduleD/RevenueSubtotalAmt01449783
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04627419
IRS990ScheduleD/TotalExpensesPerForm990Amt01460331
IRS990ScheduleD/TotalRevenuePerForm990Amt01449783
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01449783
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01460331
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIMOTHY S MOWBRAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/RESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157497
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PATRICE H KLOSS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt05817
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LEGAL EXPENSES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORTHOPEDIC RESEARCH AND EDUCATIONAL TRAINING OF ORTHOPEDIC RESIDENT PHYSICIANS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THIS RETURN IS GIVEN TO THE EXECUTIVE COMMITTEE FOR REVIEW. AFTER THE RETURN HAS BEEN REVIEWED AND APPROVED IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED BY THE EXECUTIVE COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE CONSULTING FIRM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLIC DISCLOSURE TAKES PLACE THROUGH DECLARATIONS MADE IN OTHER GRANTS, NIH, DOD,ETC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt05018054
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0103000
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030723
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0277803
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01151805
IRS990/TotalFunctionalExpensesGrp/TotalAmt01460331
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02414064
IRS990/TotalLiabilitiesEOYAmt02462430
IRS990/TotalLiabilitiesGrp/BOYAmt02414064
IRS990/TotalLiabilitiesGrp/EOYAmt02462430
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02555624
IRS990/TotalProgramServiceExpensesAmt01151805
IRS990/TotalProgramServiceRevenueAmt01346783
IRS990/TotalReportableCompFromOrgAmt0157497
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01346783
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01449783
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05018054
IRS990/TravelGrp/ManagementAndGeneralAmt05168
IRS990/TravelGrp/ProgramServicesAmt020672
IRS990/TravelGrp/TotalAmt025840
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt02555624
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM MOWBRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06123470912
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELEN
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0411734062
ReturnHeader/Filer/PhoneNum06123470912
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 10TH AVENUE SOUTH
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055415
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411629155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HINRICHS & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 SHELARD PARKWAY SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055426
ReturnHeader/PreparerPersonGrp/PhoneNum09525428010
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY J HINRICHS
ReturnHeader/ReturnTs02015-08-12T10:26:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,018,054
Liabilities
$2,462,430
Net assets
$2,555,624
Revenue
$1,449,783
Expenses
$1,460,331
Net income
-$10,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.62$0.92$1.54
2022Detailed filing. Detailed filing data is available for this year.$3.36$1.82$1.54$0.40$0.85$0.45
2021Detailed filing. Detailed filing data is available for this year.$3.94$1.96$1.99$0.96$0.85$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.03$2.16$1.87$1.27$1.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.16$2.34$1.82$1.65$1.73$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.43$2.53$1.90$1.56$1.74$0.18
2017Detailed filing. Detailed filing data is available for this year.$4.53$2.45$2.08$1.38$1.68$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.72$2.35$2.38$1.52$1.72$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.00$2.43$2.57$1.96$1.95$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.02$2.46$2.56$1.45$1.46$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.98$2.41$2.57$1.20$1.51$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$2.16$2.87$1.29
2011Summary only. Only limited summary data is available for this year.$5.21$2.28$2.93$1.42$1.51$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $5M-$10M nonprofits