Civic Intelligence

Excelen Center for Bone & Joint Research and Education

990 • Fiscal year 2016 • EIN 41-1734062

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 22, 2017

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

79th percentile

0.50x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

1.54x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$170,306

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-5.6%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$4,722,239

Down $279,738 (-5.6%) from 2015

Net Assets

Down

$2,377,065

Down $192,475 (-7.5%) from 2015

Liabilities

Down

$2,345,174

Down $87,263 (-3.6%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin20th percentile

Revenue

Down

$1,522,750

Down $438,754 (-22%) from 2015

Expenses

Down

$1,715,225

Down $236,595 (-12%) from 2015

Net Income

Down

-$192,475

Down $202,159 (-2088%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2016

Assets$4,722,239
Liabilities$2,345,174
Net Assets$2,377,065
Open 2016 Filing

Operations Trend

Revenue Growth14th 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

2016

Revenue$1,522,750
Expenses$1,715,225
Net Income-$192,475
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 22, 2017
Return Version
2016v3.0
Gross Receipts
$1,522,750
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$4,473,229$4,386,666▼ $86,563
Cash and Non-Interest-Bearing Accounts$321,369$143,743▼ $177,626
Accounts Receivable$140,670$123,840▼ $16,830
Intangible Assets$55,588$49,988▼ $5,600
Prepaid Expenses and Deferred Charges$11,121$18,002▲ $6,881
Total Assets$5,001,977$4,722,239▼ $279,738
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,071,396$1,998,213▼ $73,183
Accounts Payable and Accrued Expenses$361,041$346,961▼ $14,080
Total Liabilities$2,432,437$2,345,174▼ $87,263
Net Assets / Fund Balance
Unrestricted Net Assets$2,569,540$2,377,065▼ $192,475
Total Net Assets Fund Balance$2,569,540$2,377,065▼ $192,475
Total Liabilities and Net Assets / Fund Balance$5,001,977$4,722,239▼ $279,738

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,959,403$838,086$3,797,489
Equipment$81,071$1,220,186$1,301,257
Land$1,070,000-$1,070,000
Leasehold Improvements$276,192$159,242$435,434
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Timothy S MowbrayCEO/presidenFT$170,306$170,306
Timothy S MowbrayCEO/president-$170,306$170,306

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$114,000
Program Service Revenue
$1,408,750
Investment Income
$0
Other Revenue
$0
All Other Contributions
$114,000
Change in Net Assets
$-192,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,522,750
Total Revenue per Audited Statements
$1,522,750
Total Revenue per Form 990
$1,522,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,120,394
Salaries, Compensation, and Employee Benefits$594,831
Total Fundraising Expense$34,134
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$416,685$31,896$27,309$475,890
Depreciation Depletion$154,755$51,585-$206,340
Payroll Taxes$104,144$7,972$6,825$118,941
All Other Expenses$51,959$48,691-$100,650
Interest-$79,550-$79,550
Other Expenses$97,165$60,557-$60,557
Travel$32,136$8,034-$40,170
Insurance$15,176$5,059-$20,235
Total Functional Expenses$1,387,747$293,344$34,134$1,715,225

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,715,225
Total Expenses per Audited Statements$1,715,225
Total Expenses per Form 990$1,715,225
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$1,962
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
Timothy S Mowbray
Title
CEO/president
Phone
6123366600
Signed
2017-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy S Mowbray
Voting Board Members
6
Independent Board Members
6
Employees
11
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 Appendix380 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/BookValueAmt02959403
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0838086
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03797489
IRS990ScheduleD/EquipmentGrp/BookValueAmt081071
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01220186
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01301257
IRS990ScheduleD/ExpensesSubtotalAmt01715225
IRS990ScheduleD/LandGrp/BookValueAmt01070000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01070000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0276192
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0159242
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0435434
IRS990ScheduleD/RevenueSubtotalAmt01522750
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0170306
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PATRICE H KLOSS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01962
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt04722239
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0114000
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt034134
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0293344
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01387747
IRS990/TotalFunctionalExpensesGrp/TotalAmt01715225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02432437
IRS990/TotalLiabilitiesEOYAmt02345174
IRS990/TotalLiabilitiesGrp/BOYAmt02432437
IRS990/TotalLiabilitiesGrp/EOYAmt02345174
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02569540
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IRS990/TotalProgramServiceExpensesAmt01387747
IRS990/TotalProgramServiceRevenueAmt01408750
IRS990/TotalReportableCompFromOrgAmt0170306
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01408750
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01522750
IRS990/TotalVolunteersCnt010
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04722239
IRS990/TravelGrp/ManagementAndGeneralAmt08034
IRS990/TravelGrp/ProgramServicesAmt032136
IRS990/TravelGrp/TotalAmt040170
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055415
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.EXCELEN.ORG
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY S MOWBRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06123366600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06942DBE293EE23EAAFB65441E4C497608E5EF7E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CCD344DB358877955BD6CDA542A4954E7FA27565
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/PreparationDt02017-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY J HINRICHS
ReturnHeader/ReturnTs02017-07-10T13:21:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,722,239
Liabilities
$2,345,174
Net assets
$2,377,065
Revenue
$1,522,750
Expenses
$1,715,225
Net income
-$192,475
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. 2016 filings • 501(c)3 • $1M-$5M nonprofits